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 | Added to | 767,803 | 40,997 | 0.01% | 0.01% | 1 | +20,437 | 2.73% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 513,728 | 27,430 | 0.03% | 0.03% | 2 | -33,846 | -6.18% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 284,863 | 15,210 | 0.0% | 0.0% | 3 | -8,028 | -2.74% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 263,143 | 14,050 | 0.03% | 0.03% | 4 | +27,388 | 11.62% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 242,141 | 12,929 | 0.0% | 0.0% | 5 | -33,868 | -12.27% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 236,670 | 12,637 | 0.02% | 0.02% | 6 | -36,457 | -13.35% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 153,049 | 8,172 | 0.01% | 0.01% | 7 | -29,186 | -16.02% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 149,891 | 8,003 | 0.09% | 0.09% | 8 | +3,515 | 2.4% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 94,496 | 5,045 | 1.0% | 1.06% | 9 | -332 | -0.35% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 92,811 | 4,955 | 0.01% | 0.01% | 10 | -4,048 | -4.18% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 86,126 | 4,598 | 0.02% | 0.01% | 11 | +21,126 | 32.5% | Q1 2026 | Apr 30, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 83,930 | 4,481 | 3.35% | 3.75% | 12 | -10,578 | -11.19% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Added to | 79,281 | 4,233 | 0.32% | 0.31% | 13 | +8,317 | 11.72% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,068 | 3,581 | 0.01% | 0.01% | 14 | +339 | 0.51% | Q1 2026 | May 04, 2026 |
| Altman Advisors, Inc. | History | Reduced | 94,298 | 3,535 | 1.47% | 1.37% | 15 | -730 | -0.77% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,553 | 3,287 | 0.01% | 0.01% | 16 | +2,157 | 3.63% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 61,563 | 3,287 | 0.08% | 0.08% | 17 | -1,071 | -1.71% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 59,475 | 3,175 | 0.0% | 0.0% | 18 | -1,544 | -2.53% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 58,971 | 3,148 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 58,904 | 3,145 | 1.04% | 1.09% | 20 | -688 | -1.15% | Q1 2026 | Apr 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 58,051 | 3,099 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Reduced | 56,916 | 3,039 | 0.57% | 0.59% | 22 | -472 | -0.82% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 52,198 | 2,787 | 0.04% | 0.05% | 23 | +9,040 | 20.95% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 50,115 | 2,675 | 0.04% | 0.05% | 24 | -2,049 | -3.93% | Q1 2026 | May 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 49,954 | 2,667 | 1.79% | 1.93% | 25 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Faithward Advisors, LLC | History | Reduced | 49,710 | 2,654 | 0.38% | 0.41% | 26 | -1,913 | -3.71% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 49,618 | 2,649 | 0.02% | 0.03% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 47,437 | 2,532 | 0.18% | 0.36% | 28 | -190 | -0.4% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 45,809 | 2,446 | 0.01% | 0.01% | 29 | -600 | -1.29% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | New | 45,467 | 2,427 | 0.52% | — | 30 | +45,467 | New | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 43,990 | 2,348 | 0.05% | 0.05% | 31 | -887 | -1.98% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 42,650 | 2,297 | 0.14% | 0.13% | 32 | +1,993 | 4.9% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,753 | 2,283 | 0.01% | 0.01% | 33 | +405 | 0.96% | Q1 2026 | Apr 22, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 39,121 | 2,088 | 0.11% | 0.1% | 34 | -2,046 | -4.97% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 35,916 | 1,917 | 0.95% | 1.03% | 35 | -1,122 | -3.03% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 35,573 | 1,899 | 0.03% | 0.04% | 36 | -1,441 | -3.89% | Q1 2026 | May 18, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 32,776 | 1,750 | 0.88% | 0.88% | 37 | -31 | -0.09% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,684 | 1,691 | 0.02% | 0.02% | 38 | -1,700 | -5.09% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,523 | 1,682 | 0.09% | 0.09% | 39 | +2,273 | 8.05% | Q1 2026 | Apr 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 31,188 | 1,665 | 0.52% | 0.55% | 40 | -493 | -1.56% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | Added to | 30,579 | 1,632 | 2.23% | 1.69% | 41 | +2,946 | 10.66% | Q1 2026 | May 12, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,694 | 1,532 | 0.97% | 1.04% | 42 | -1,092 | -3.67% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 28,496 | 1,521 | 0.02% | 0.01% | 43 | +8,466 | 42.27% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 28,018 | 1,496 | 0.54% | 0.58% | 44 | -110 | -0.39% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 27,774 | 1,483 | 0.09% | 0.04% | 45 | +14,951 | 116.6% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 23,051 | 1,230 | 0.01% | 0.0% | 46 | +3,134 | 15.74% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21,518 | 1,148 | 0.07% | 0.08% | 47 | -500 | -2.27% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 21,082 | 1,125 | 0.02% | 0.03% | 48 | -6,968 | -24.84% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | New | 19,514 | 1,124 | 0.03% | — | 49 | +19,514 | New | Q1 2026 | May 14, 2026 |
| 1ST SOURCE BANK | History | Added to | 20,747 | 1,107 | 0.06% | 0.06% | 50 | +136 | 0.66% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 20,224 | 1,080 | 0.05% | 0.05% | 51 | -573 | -2.76% | Q1 2026 | May 18, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 20,091 | 1,072 | 0.0% | 0.0% | 53 | -928 | -4.42% | Q1 2026 | May 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 20,087 | 1,072 | 0.25% | 0.27% | 52 | -273 | -1.34% | Q1 2026 | May 15, 2026 |
| Oder Investment Management, LLC | History | No change | 19,160 | 1,023 | 0.79% | 0.76% | 54 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,531 | 996 | 0.0% | 0.0% | 56 | -11,617 | -38.53% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,662 | 996 | 0.07% | 0.07% | 57 | +1,727 | 10.2% | Q1 2026 | Apr 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 18,664 | 996 | 0.18% | 0.21% | 55 | -1,293 | -6.48% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,593 | 992 | 0.0% | 0.0% | 58 | +2,668 | 16.75% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,396 | 982 | 0.02% | 0.02% | 59 | +13 | 0.07% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,301 | 977 | 0.01% | 0.01% | 60 | +121 | 0.67% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 17,463 | 932 | 0.04% | 0.03% | 61 | -1,225 | -6.56% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,392 | 928 | 0.0% | 0.0% | 62 | -268 | -1.52% | Q1 2026 | Apr 27, 2026 |
| VestGen Investment Management | History | Reduced | 17,356 | 926 | 0.51% | 0.57% | 63 | -1,359 | -7.26% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,545 | 830 | 0.01% | 0.01% | 64 | +240 | 1.57% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,521 | 828 | 0.06% | 0.06% | 65 | -23 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,241 | 813 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | No change | 15,091 | 805 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 14,989 | 800 | 0.65% | 0.61% | 68 | +1,480 | 10.96% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,572 | 778 | 0.01% | 0.0% | 69 | +9,489 | 186.68% | Q1 2026 | Apr 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,496 | 774 | 0.0% | 0.0% | 70 | -162 | -1.11% | Q1 2026 | May 14, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 14,060 | 750 | 0.55% | 0.58% | 71 | -120 | -0.85% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 13,994 | 747 | 0.01% | 0.01% | 72 | +1,361 | 10.77% | Q1 2026 | Apr 17, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 13,985 | 746 | 0.76% | 0.88% | 73 | -977 | -6.53% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,333 | 711 | 0.02% | 0.03% | 74 | -132 | -0.98% | Q1 2026 | Apr 07, 2026 |
| Clear Point Advisors Inc. | History | Added to | 13,313 | 710 | 0.55% | 0.54% | 75 | +700 | 5.55% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Reduced | 13,224 | 706 | 0.01% | 0.01% | 76 | -266 | -1.97% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,049 | 697 | 0.0% | 0.0% | 77 | +1,476 | 12.75% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | No change | 13,072 | 697 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 13,018 | 695 | 0.1% | 0.05% | 79 | +6,544 | 101.08% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,947 | 691 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,716 | 678 | 0.03% | 0.02% | 81 | +721 | 6.01% | Q1 2026 | May 12, 2026 |
| 1776 Wealth LLC | History | No change | 12,657 | 675 | 0.27% | 0.26% | 82 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Schulz Wealth, LTD. | History | No change | 11,875 | 651 | 0.42% | 0.42% | 83 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,001 | 640 | 0.0% | 0.0% | 84 | -500 | -4.0% | Q1 2026 | Jun 02, 2026 |
| Ignite Planners, LLC | History | Added to | 11,956 | 627 | 0.1% | 0.1% | 85 | +45 | 0.38% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,575 | 618 | 0.04% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,349 | 609 | 0.01% | 0.01% | 87 | -3,277 | -22.41% | Q1 2026 | Apr 07, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,018 | 588 | 0.15% | 0.2% | 88 | -2,220 | -16.77% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,361 | 553 | 0.0% | 0.0% | 89 | +1,680 | 19.35% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,836 | 525 | 0.08% | 0.07% | 90 | +781 | 8.63% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 9,715 | 518 | 0.14% | 0.15% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 9,647 | 515 | 0.14% | 0.15% | 92 | -183 | -1.86% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,216 | 492 | 0.04% | 0.05% | 93 | -1,986 | -17.73% | Q1 2026 | Apr 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,809 | 480 | 0.39% | 0.43% | 94 | -420 | -4.55% | Q1 2026 | Apr 30, 2026 |
| Grantvest Financial Group LLC | History | No change | 8,525 | 455 | 0.29% | 0.3% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 8,315 | 443 | 0.12% | 0.12% | 96 | -225 | -2.63% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,700 | 422 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | No change | 7,695 | 422 | 0.23% | 0.23% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Reduced | 7,811 | 417 | 0.22% | 0.2% | 99 | -5,550 | -41.54% | Q1 2026 | Apr 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,579 | 404 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,567 | 404 | 0.08% | 0.09% | 101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,534 | 402 | 0.01% | 0.01% | 102 | -427 | -5.36% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,287 | 389 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 7,260 | 387 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,103 | 379 | 0.0% | 0.0% | 105 | +142 | 2.04% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 7,084 | 378 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 6,640 | 376 | 0.21% | — | 107 | +6,640 | New | Q1 2026 | May 19, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 6,995 | 373 | 0.18% | 0.19% | 108 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 6,840 | 365 | 0.1% | 0.11% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,467 | 345 | 0.01% | — | 110 | +6,467 | New | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 6,172 | 329 | 0.2% | 0.23% | 111 | -780 | -11.22% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | No change | 6,065 | 323 | 0.08% | 0.09% | 112 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,000 | 322 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,872 | 313 | 0.01% | 0.01% | 114 | -79 | -1.33% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | No change | 5,791 | 309 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | New | 5,971 | 300 | 0.01% | — | 116 | +5,971 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,396 | 288 | 0.01% | 0.01% | 117 | +1,105 | 25.75% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 5,333 | 284 | 0.02% | 0.01% | 118 | -104 | -1.91% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,200 | 277 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | No change | 5,123 | 273 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | No change | 5,094 | 271 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | No change | 4,612 | 266 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,935 | 263 | 0.03% | 0.03% | 123 | -20 | -0.4% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 4,889 | 261 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,866 | 259 | 0.01% | 0.01% | 125 | -300 | -5.81% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,783 | 255 | 0.0% | 0.0% | 126 | -50 | -1.03% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,716 | 251 | 0.26% | — | 127 | +4,716 | New | Q1 2026 | May 13, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,682 | 249 | 0.13% | 0.14% | 128 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,670 | 249 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,563 | 243 | 0.0% | — | 130 | +4,563 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 4,316 | 230 | 0.0% | — | 131 | +4,316 | New | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,296 | 229 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 4,221 | 225 | 0.21% | 0.31% | 134 | -2,138 | -33.62% | Q1 2026 | Apr 07, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,110 | 225 | 0.16% | 0.15% | 133 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,169 | 222 | 0.0% | 0.0% | 135 | -105 | -2.46% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,000 | 213 | 0.0% | — | 137 | +4,000 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,005 | 213 | 0.0% | 0.01% | 136 | -1,054 | -20.83% | Q1 2026 | Apr 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,975 | 212 | 0.08% | — | 139 | +3,975 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,975 | 212 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,963 | 211 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,002 | 209 | 0.0% | 0.0% | 141 | +3,070 | 329.4% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 3,885 | 207 | 0.0% | — | 142 | +3,885 | New | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,826 | 204 | 0.0% | 0.0% | 143 | -193 | -4.8% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 3,646 | 194 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 3,161 | 168 | 0.01% | 0.01% | 145 | -439 | -12.19% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | No change | 2,496 | 133 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 2,180 | 116 | 0.02% | 0.03% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,036 | 108 | 0.0% | 0.0% | 148 | -131 | -6.05% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,718 | 91 | 0.0% | 0.0% | 149 | -174 | -9.2% | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,176 | 62 | 0.06% | 0.07% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,146 | 61 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 865 | 46 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 852 | 45 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 750 | 41 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 785 | 41 | 0.03% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 725 | 38 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 630 | 33 | 0.02% | — | 157 | +630 | New | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 560 | 29 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 468 | 24 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 290 | 15 | 0.0% | 0.0% | 160 | -766 | -72.54% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 10 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Triumph Capital Management | History | No change | 55 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 26 | 1 | 0.0% | — | 163 | +26 | New | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -80,598 | -100.0% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,926 | -100.0% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,933 | -100.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,355 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,019 | -100.0% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,866 | -100.0% | Q1 2026 | Apr 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,525 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,728 | -100.0% | Q1 2026 | May 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,707 | -100.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -843 | -100.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -261 | -100.0% | Q1 2026 | May 19, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q1 2026 | May 14, 2026 |