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 | No change | 434,282 | 25,401 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 330,216 | 19,314 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 316,530 | 18,513 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 302,101 | 18,174 | 0.03% | 0.03% | 4 | +21,179 | 7.54% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 245,042 | 14,332 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 227,401 | 13,300 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 126,707 | 7,622 | 0.01% | 0.01% | 7 | -12,916 | -9.25% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | Reduced | 92,506 | 5,565 | 0.91% | 0.92% | 8 | -32 | -0.03% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 82,509 | 4,825 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MBL Wealth, LLC | History | Reduced | 78,416 | 4,717 | 0.28% | 0.33% | 10 | -4,020 | -4.88% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,763 | 4,257 | 0.01% | 0.01% | 11 | +5,366 | 8.21% | Q3 2026 | Nov 02, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 58,021 | 3,490 | 0.18% | 0.17% | 12 | -30 | -0.05% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 57,961 | 3,487 | 0.01% | — | 13 | +57,961 | New | Q3 2026 | Nov 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 59,138 | 3,458 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ERn Financial, LLC | History | Reduced | 57,281 | 3,446 | 0.56% | 0.55% | 15 | -32 | -0.06% | Q3 2026 | Oct 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 56,576 | 3,403 | 0.98% | 0.98% | 16 | -1,326 | -2.29% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 57,983 | 3,391 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altman Advisors, Inc. | History | No change | 88,314 | 3,359 | 1.21% | 1.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 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 | No change | 49,232 | 2,879 | 0.35% | 0.35% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 48,373 | 2,829 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 46,195 | 2,764 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 47,101 | 2,754 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 45,467 | 2,659 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 45,259 | 2,647 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 43,893 | 2,640 | 0.47% | 0.48% | 26 | -591 | -1.33% | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 41,827 | 2,516 | 0.04% | 0.04% | 27 | -314 | -0.75% | Q3 2026 | Oct 28, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 38,063 | 2,312 | 0.12% | 0.13% | 28 | -4,587 | -10.75% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 38,773 | 2,268 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,672 | 2,146 | 0.11% | 0.1% | 30 | +3,689 | 11.53% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 35,573 | 2,080 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 34,390 | 2,068 | 0.09% | 0.1% | 32 | -4,311 | -11.14% | Q3 2026 | Oct 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 34,311 | 2,006 | 0.96% | 0.96% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 32,658 | 1,910 | 0.79% | 0.79% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,634 | 1,842 | 0.02% | 0.02% | 35 | -50 | -0.16% | Q3 2026 | Oct 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 30,753 | 1,798 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 30,256 | 1,769 | 0.5% | 0.5% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,401 | 1,708 | 0.82% | 0.89% | 38 | -444 | -1.54% | Q3 2026 | Nov 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 28,025 | 1,639 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 27,895 | 1,631 | 0.53% | 0.53% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,336 | 1,358 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,795 | 1,274 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 20,996 | 1,228 | 0.23% | 0.23% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 20,747 | 1,213 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,837 | 1,201 | 0.0% | 0.0% | 45 | +6,623 | 50.12% | Q3 2026 | Oct 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 19,728 | 1,154 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Oder Investment Management, LLC | History | No change | 19,716 | 1,153 | 0.77% | 0.77% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,402 | 1,134 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,730 | 1,095 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 18,586 | 1,087 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 17,297 | 1,040 | 0.01% | 0.02% | 51 | +870 | 5.3% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,018 | 1,023 | 0.0% | 0.0% | 52 | -249 | -1.44% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 16,700 | 976 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 16,642 | 973 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,067 | 966 | 0.01% | 0.01% | 55 | +1,563 | 10.78% | Q3 2026 | Oct 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,521 | 907 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,241 | 891 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 14,989 | 876 | 0.64% | 0.64% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 14,451 | 845 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | Added to | 14,026 | 843 | 0.34% | 0.3% | 60 | +2,284 | 19.45% | Q3 2026 | Nov 02, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 13,935 | 838 | 0.53% | 0.53% | 61 | -25 | -0.18% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,891 | 836 | 0.01% | 0.02% | 62 | -4,505 | -24.49% | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,726 | 825 | 0.02% | 0.02% | 63 | +52 | 0.38% | Q3 2026 | Oct 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,569 | 816 | 0.01% | 0.01% | 64 | -59 | -0.43% | Q3 2026 | Oct 26, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,800 | 807 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Benson Wealth Management INC | History | No change | 13,730 | 803 | 0.81% | 0.81% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Point Advisors Inc. | History | New | 13,313 | 800 | 0.55% | — | 68 | +13,313 | New | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,685 | 800 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 13,072 | 786 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 13,200 | 772 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 12,811 | 770 | 0.09% | 0.09% | 71 | -52 | -0.4% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,947 | 757 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 12,387 | 745 | 0.04% | 0.05% | 73 | -3,723 | -23.11% | Q3 2026 | Oct 22, 2026 |
| 1776 Wealth LLC | History | No change | 12,657 | 740 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schulz Wealth, LTD. | History | No change | 11,875 | 714 | 0.33% | 0.36% | 75 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,832 | 711 | 0.01% | 0.01% | 76 | -236 | -1.96% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,894 | 695 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,575 | 677 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,751 | 570 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 9,715 | 568 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 9,246 | 556 | 0.14% | 0.14% | 81 | -118 | -1.26% | Q3 2026 | Nov 02, 2026 |
| Ignite Planners, LLC | History | Reduced | 9,777 | 533 | 0.07% | 0.09% | 82 | -1,979 | -16.83% | Q3 2026 | Oct 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,090 | 531 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantvest Financial Group LLC | History | No change | 8,348 | 502 | 0.29% | 0.28% | 84 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 8,121 | 488 | 0.12% | 0.12% | 85 | -146 | -1.77% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Reduced | 7,838 | 471 | 0.0% | 0.0% | 86 | -209 | -2.6% | Q3 2026 | Oct 15, 2026 |
| BFC Planning, Inc. | History | No change | 7,939 | 464 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,567 | 455 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,775 | 454 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,700 | 450 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,287 | 438 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 7,266 | 437 | 0.22% | 0.26% | 93 | -1,930 | -20.99% | Q3 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 7,482 | 437 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Advisory Services Network, LLC | History | No change | 7,295 | 426 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 6,995 | 420 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,916 | 416 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Wealthspire Retirement, LLC | History | No change | 7,084 | 414 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,856 | 412 | 0.02% | 0.02% | 98 | -71 | -1.02% | Q3 2026 | Oct 13, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 6,840 | 400 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 7,658 | 394 | 0.3% | 0.3% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,530 | 393 | 0.0% | 0.0% | 101 | -277 | -4.07% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 6,440 | 388 | 0.19% | 0.2% | 102 | -200 | -3.01% | Q3 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 6,554 | 383 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,955 | 358 | 0.02% | 0.03% | 104 | -804 | -11.9% | Q3 2026 | Oct 26, 2026 |
| Accel Wealth Management | History | No change | 5,915 | 355 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,000 | 350 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 5,791 | 348 | 0.0% | 0.0% | 107 | +309 | 5.64% | Q3 2026 | Oct 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,898 | 344 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,614 | 337 | 0.01% | 0.01% | 109 | +82 | 1.48% | Q3 2026 | Oct 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,396 | 315 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LVZ, Inc. | History | No change | 5,123 | 308 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,200 | 304 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 5,094 | 297 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,935 | 296 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,866 | 292 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 4,889 | 285 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 4,845 | 282 | 0.28% | 0.28% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,808 | 281 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Reduced | 4,584 | 275 | 0.01% | 0.02% | 119 | -2,010 | -30.48% | Q3 2026 | Nov 03, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,670 | 273 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 4,525 | 272 | 0.01% | — | 121 | +4,525 | New | Q3 2026 | Oct 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,464 | 271 | 0.02% | 0.02% | 122 | -73 | -1.61% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,523 | 264 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,221 | 253 | 0.19% | 0.2% | 124 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,261 | 249 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 3,975 | 239 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,043 | 236 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 4,024 | 235 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,000 | 233 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quantinno Capital Management LP | History | No change | 3,728 | 218 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 3,646 | 213 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 3,500 | 204 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 3,360 | 202 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 3,426 | 200 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 2,761 | 166 | 0.01% | 0.01% | 135 | -200 | -6.75% | Q3 2026 | Oct 30, 2026 |
| Archer Investment Corp | History | No change | 2,180 | 131 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AE Wealth Management LLC | History | No change | 2,035 | 119 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,718 | 103 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Capital Analysts, LLC | History | No change | 1,386 | 81 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 1,366 | 79 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,176 | 70 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,146 | 67 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 1,050 | 61 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 725 | 42 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 715 | 41 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 675 | 39 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 560 | 33 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | Added to | 542 | 32 | 0.0% | 0.0% | 148 | +252 | 86.9% | Q3 2026 | Nov 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 508 | 30 | 0.02% | 0.03% | 150 | -277 | -35.29% | Q3 2026 | Oct 28, 2026 |
| MORGAN STANLEY | History | No change | 517 | 30 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 353 | 21 | 0.01% | 0.0% | 151 | +94 | 36.29% | Q3 2026 | Oct 13, 2026 |
| Continuum Advisory, LLC | History | No change | 207 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 12 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 119 | 7 | 0.0% | 0.0% | 154 | -349 | -74.57% | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | No change | 55 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,296 | -100.0% | Q3 2026 | Oct 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,963 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,839 | -100.0% | Q3 2026 | Oct 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q3 2026 | Oct 14, 2026 |