FIRST TRUST EXCHANGE-TRADED FUND VIII - FNOV
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 | Reduced | 434,282 | 25,401 | 0.01% | 0.01% | 1 | -333,521 | -43.44% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 330,216 | 19,314 | 0.02% | 0.03% | 2 | -183,512 | -35.72% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 316,530 | 18,513 | 0.0% | 0.0% | 3 | +31,667 | 11.12% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 280,922 | 16,431 | 0.03% | 0.03% | 4 | +17,779 | 6.76% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 245,042 | 14,332 | 0.02% | 0.02% | 5 | +8,372 | 3.54% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 227,401 | 13,300 | 0.0% | 0.0% | 6 | -14,740 | -6.09% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 139,623 | 8,166 | 0.01% | 0.01% | 7 | -13,426 | -8.77% | Q2 2026 | Jul 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 92,538 | 5,412 | 0.92% | 1.0% | 8 | -1,958 | -2.07% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 92,811 | 4,955 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 82,509 | 4,825 | 0.01% | 0.01% | 10 | +15,441 | 23.02% | Q2 2026 | Aug 07, 2026 |
| MBL Wealth, LLC | History | Added to | 82,436 | 4,821 | 0.33% | 0.32% | 11 | +3,155 | 3.98% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 65,397 | 3,825 | 0.01% | 0.02% | 12 | -20,729 | -24.07% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 59,138 | 3,458 | 0.03% | 0.03% | 13 | +167 | 0.28% | Q2 2026 | Aug 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 58,051 | 3,395 | 0.17% | 0.18% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 57,983 | 3,391 | 0.0% | 0.0% | 15 | -1,492 | -2.51% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 57,902 | 3,386 | 0.98% | 1.04% | 16 | -1,002 | -1.7% | Q2 2026 | Jul 24, 2026 |
| Altman Advisors, Inc. | History | Reduced | 88,314 | 3,359 | 1.21% | 1.47% | 17 | -5,984 | -6.35% | Q2 2026 | Aug 10, 2026 |
| ERn Financial, LLC | History | Added to | 57,313 | 3,352 | 0.55% | 0.57% | 18 | +397 | 0.7% | Q2 2026 | Jul 23, 2026 |
| Bleakley Financial Group, LLC | History | No change | 50,115 | 2,931 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Faithward Advisors, LLC | History | Reduced | 49,232 | 2,879 | 0.35% | 0.38% | 20 | -478 | -0.96% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 48,373 | 2,829 | 0.04% | 0.0% | 21 | +44,057 | 1020.78% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 46,195 | 2,764 | 0.14% | 0.18% | 22 | -1,242 | -2.62% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 47,101 | 2,754 | 0.02% | 0.02% | 23 | -2,517 | -5.07% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 45,467 | 2,659 | 0.04% | 0.04% | 24 | -6,731 | -12.9% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 45,259 | 2,647 | 0.01% | 0.01% | 25 | -550 | -1.2% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 44,484 | 2,601 | 0.48% | 0.52% | 26 | -983 | -2.16% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 42,650 | 2,494 | 0.13% | 0.14% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 42,141 | 2,464 | 0.04% | 0.05% | 28 | -1,849 | -4.2% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,773 | 2,268 | 0.0% | 0.01% | 29 | -3,980 | -9.31% | Q2 2026 | Aug 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 38,701 | 2,263 | 0.1% | 0.11% | 30 | -420 | -1.07% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 35,573 | 2,080 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 34,311 | 2,006 | 0.96% | 0.95% | 32 | -1,605 | -4.47% | Q2 2026 | Jul 31, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 32,658 | 1,910 | 0.79% | 0.88% | 33 | -118 | -0.36% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,983 | 1,870 | 0.1% | 0.09% | 34 | +1,460 | 4.78% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | Added to | 30,753 | 1,798 | 0.02% | 0.02% | 35 | +2,257 | 7.92% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,684 | 1,794 | 0.02% | 0.02% | 36 | -1,000 | -3.16% | Q2 2026 | Jul 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 30,256 | 1,769 | 0.5% | 0.52% | 37 | -932 | -2.99% | Q2 2026 | Aug 12, 2026 |
| FWG Investments, LLC. | History | Added to | 28,845 | 1,687 | 0.89% | 0.97% | 38 | +151 | 0.53% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,025 | 1,639 | 0.03% | 0.03% | 39 | +15,309 | 120.39% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 27,895 | 1,631 | 0.53% | 0.54% | 40 | -123 | -0.44% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,336 | 1,358 | 0.0% | 0.0% | 41 | +19,334 | 483.11% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,795 | 1,274 | 0.01% | 0.01% | 42 | -1,256 | -5.45% | Q2 2026 | Jul 20, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 20,996 | 1,228 | 0.23% | 0.25% | 43 | +909 | 4.53% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 20,747 | 1,213 | 0.05% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 19,728 | 1,154 | 0.04% | 0.05% | 45 | -496 | -2.45% | Q2 2026 | Aug 17, 2026 |
| Oder Investment Management, LLC | History | Added to | 19,716 | 1,153 | 0.77% | 0.79% | 46 | +556 | 2.9% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 21,518 | 1,148 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,402 | 1,134 | 0.0% | 0.0% | 48 | +809 | 4.35% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 18,730 | 1,095 | 0.0% | 0.0% | 49 | -1,361 | -6.77% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 18,586 | 1,087 | 0.17% | 0.18% | 50 | -78 | -0.42% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 18,396 | 1,075 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,267 | 1,009 | 0.0% | 0.0% | 52 | -125 | -0.72% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 16,700 | 976 | 0.0% | — | 53 | +16,700 | New | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 16,642 | 973 | 0.01% | 0.01% | 54 | -1,659 | -9.07% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 16,427 | 960 | 0.02% | 0.01% | 55 | +2,433 | 17.39% | Q2 2026 | Jul 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 16,110 | 942 | 0.05% | 0.09% | 56 | -11,664 | -42.0% | Q2 2026 | Jul 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,521 | 907 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,241 | 891 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 14,989 | 876 | 0.64% | 0.65% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,504 | 848 | 0.01% | 0.01% | 60 | -68 | -0.47% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 14,451 | 845 | 0.02% | 0.02% | 61 | -640 | -4.24% | Q2 2026 | Aug 14, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 13,960 | 816 | 0.53% | 0.55% | 62 | -100 | -0.71% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,800 | 807 | 0.0% | — | 63 | +13,800 | New | Q2 2026 | Sep 02, 2026 |
| Benson Wealth Management INC | History | Reduced | 13,730 | 803 | 0.81% | 2.23% | 64 | -16,849 | -55.1% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,685 | 800 | 0.0% | 0.0% | 65 | +636 | 4.87% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,674 | 799 | 0.02% | 0.02% | 66 | +341 | 2.56% | Q2 2026 | Jul 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,628 | 797 | 0.01% | 0.01% | 67 | -1,917 | -12.33% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,214 | 777 | 0.0% | 0.0% | 68 | -5,317 | -28.69% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,200 | 772 | 0.0% | 0.0% | 69 | -1,296 | -8.94% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 13,072 | 764 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,947 | 757 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 12,863 | 752 | 0.09% | 0.1% | 72 | -155 | -1.19% | Q2 2026 | Aug 05, 2026 |
| 1776 Wealth LLC | History | No change | 12,657 | 740 | 0.26% | 0.27% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,068 | 705 | 0.01% | 0.01% | 74 | +719 | 6.34% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,894 | 695 | 0.0% | 0.0% | 75 | -107 | -0.89% | Q2 2026 | Aug 12, 2026 |
| Schulz Wealth, LTD. | History | New | 11,875 | 694 | 0.36% | — | 76 | +11,875 | New | Q2 2026 | Aug 26, 2026 |
| Ignite Planners, LLC | History | Reduced | 11,756 | 687 | 0.09% | 0.1% | 77 | -200 | -1.67% | Q2 2026 | Jul 23, 2026 |
| TFB Advisors LLC | History | Added to | 11,742 | 686 | 0.3% | 0.22% | 78 | +3,931 | 50.33% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,575 | 677 | 0.03% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 9,751 | 570 | 0.08% | 0.08% | 80 | -85 | -0.86% | Q2 2026 | Aug 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 9,715 | 568 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 9,364 | 547 | 0.14% | 0.14% | 82 | -283 | -2.93% | Q2 2026 | Aug 03, 2026 |
| Bullseye Investment Management, LLC | History | No change | 9,196 | 537 | 0.26% | 0.26% | 83 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,090 | 531 | 0.01% | 0.08% | 84 | -52,473 | -85.23% | Q2 2026 | Aug 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,348 | 488 | 0.28% | 0.29% | 85 | -177 | -2.08% | Q2 2026 | Aug 07, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 8,267 | 483 | 0.12% | 0.12% | 86 | -48 | -0.58% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | Reduced | 8,047 | 470 | 0.0% | 0.09% | 87 | -141,844 | -94.63% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 7,775 | 454 | 0.05% | — | 88 | +7,775 | New | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,700 | 450 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,567 | 442 | 0.07% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,295 | 426 | 0.0% | 0.01% | 91 | -239 | -3.17% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,287 | 426 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Retirement, LLC | History | No change | 7,084 | 414 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 6,995 | 409 | 0.19% | 0.18% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,927 | 405 | 0.02% | 0.07% | 95 | -11,735 | -62.88% | Q2 2026 | Aug 04, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,916 | 404 | 0.04% | 0.04% | 96 | -344 | -4.74% | Q2 2026 | Jul 16, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,579 | 404 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 6,840 | 400 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,807 | 398 | 0.0% | 0.0% | 99 | -296 | -4.17% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,759 | 395 | 0.03% | 0.04% | 100 | -2,457 | -26.66% | Q2 2026 | Jul 21, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 7,658 | 394 | 0.3% | 1.79% | 101 | -42,296 | -84.67% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 6,640 | 391 | 0.2% | 0.21% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | Added to | 6,594 | 384 | 0.02% | 0.02% | 103 | +1,261 | 23.65% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,554 | 383 | 0.0% | 0.0% | 104 | +763 | 13.18% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,000 | 350 | 0.0% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Reduced | 5,915 | 345 | 0.08% | 0.08% | 106 | -150 | -2.47% | Q2 2026 | Jul 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,898 | 344 | 0.01% | 0.01% | 107 | -73 | -1.22% | Q2 2026 | Aug 13, 2026 |
| Catalina Capital Group, LLC | History | No change | 6,172 | 329 | 0.2% | 0.2% | 108 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,532 | 323 | 0.01% | 0.01% | 109 | -340 | -5.79% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | Reduced | 5,482 | 320 | 0.0% | 0.01% | 110 | -7,742 | -58.55% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,396 | 315 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,200 | 304 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVZ, Inc. | History | No change | 5,123 | 299 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | No change | 5,094 | 297 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,935 | 288 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 4,889 | 285 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,866 | 284 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,845 | 282 | 0.28% | 0.39% | 118 | -3,964 | -45.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,808 | 281 | 0.02% | 0.01% | 119 | -1,659 | -25.65% | Q2 2026 | Aug 04, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,670 | 273 | 0.06% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,537 | 266 | 0.02% | 0.03% | 121 | -75 | -1.63% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,523 | 264 | 0.0% | 0.0% | 122 | -260 | -5.44% | Q2 2026 | Aug 18, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,296 | 251 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 4,261 | 249 | 0.12% | 0.13% | 124 | -421 | -8.99% | Q2 2026 | Aug 18, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,221 | 246 | 0.2% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,043 | 236 | 0.0% | 0.0% | 126 | -520 | -11.4% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,024 | 235 | 0.0% | 0.0% | 127 | -145 | -3.48% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,000 | 233 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 3,975 | 232 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,963 | 231 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 3,839 | 225 | 0.14% | 0.16% | 131 | -271 | -6.59% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | New | 3,728 | 218 | 0.0% | — | 132 | +3,728 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 3,646 | 213 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,975 | 212 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 3,500 | 204 | 0.09% | — | 135 | +3,500 | New | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | New | 3,426 | 200 | 0.0% | — | 136 | +3,426 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,360 | 196 | 0.0% | 0.0% | 137 | -645 | -16.1% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | Reduced | 2,961 | 173 | 0.01% | 0.01% | 138 | -200 | -6.33% | Q2 2026 | Jul 15, 2026 |
| Archer Investment Corp | History | No change | 2,180 | 127 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,035 | 119 | 0.0% | 0.0% | 140 | -1 | -0.05% | Q2 2026 | Aug 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,718 | 100 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,386 | 81 | 0.0% | 0.0% | 142 | -1,110 | -44.47% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | New | 1,366 | 79 | 0.0% | — | 143 | +1,366 | New | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,176 | 68 | 0.07% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,146 | 67 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 1,050 | 61 | 0.0% | — | 146 | +1,050 | New | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 785 | 45 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 725 | 42 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 715 | 41 | 0.0% | 0.0% | 149 | -150 | -17.34% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 675 | 39 | 0.0% | — | 150 | +675 | New | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 560 | 32 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Reduced | 517 | 30 | 0.0% | 0.0% | 152 | -335 | -39.32% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 468 | 27 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 390 | 22 | 0.01% | — | 154 | +390 | New | Q2 2026 | Jul 08, 2026 |
| Larson Financial Group LLC | History | No change | 290 | 16 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 259 | 15 | 0.0% | — | 156 | +259 | New | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 207 | 12 | 0.0% | — | 157 | +207 | New | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 11 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 55 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.35% | — | -83,930 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -61,553 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,082 | -100.0% | Q2 2026 | Jul 14, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,514 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,463 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.51% | — | -17,356 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -13,985 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -13,313 | -100.0% | Q2 2026 | Jul 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -11,018 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,361 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,716 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,885 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,826 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -630 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Jul 27, 2026 |