FIRST TRUST EXCHANGE-TRADED FUND VIII - FOCT
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 | 508,794 | 26,604 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 347,206 | 18,155 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 313,660 | 16,401 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bleakley Financial Group, LLC | History | No change | 222,953 | 11,658 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 193,909 | 10,139 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 174,244 | 9,111 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 147,109 | 7,692 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | No change | 144,724 | 7,567 | 1.29% | 1.29% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 124,789 | 6,525 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 117,793 | 6,159 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 91,023 | 4,760 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 82,954 | 4,337 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 70,830 | 3,703 | 0.49% | 0.49% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 58,447 | 3,056 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 50,923 | 2,662 | 0.67% | 0.67% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FWG Investments, LLC. | History | No change | 49,510 | 2,588 | 1.37% | 1.37% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 47,045 | 2,460 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 46,593 | 2,436 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | No change | 46,405 | 2,426 | 0.52% | 0.52% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 44,068 | 2,304 | 0.39% | 0.39% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 43,268 | 2,262 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 42,230 | 2,207 | 0.22% | 0.22% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 35,531 | 1,857 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 32,702 | 1,709 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 32,116 | 1,679 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 31,466 | 1,645 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 30,502 | 1,594 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 29,737 | 1,554 | 0.24% | 0.24% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 29,531 | 1,544 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,886 | 1,510 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 24,314 | 1,271 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,292 | 1,270 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,987 | 1,254 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | No change | 23,101 | 1,207 | 0.22% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 21,279 | 1,163 | 0.06% | 0.06% | 35 | -242 | -1.12% | Q3 2026 | Oct 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 21,101 | 1,103 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,715 | 1,083 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,727 | 1,031 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 19,452 | 1,017 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,126 | 989 | 0.0% | 0.0% | 40 | +12,250 | 208.48% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 18,465 | 965 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | No change | 17,674 | 924 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,118 | 895 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,046 | 891 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,052 | 868 | 0.02% | 0.02% | 45 | +137 | 0.86% | Q3 2026 | Oct 08, 2026 |
| Bison Wealth, LLC | History | No change | 15,743 | 861 | 0.07% | 0.08% | 46 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 15,987 | 835 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freedom Investment Management, Inc. | History | No change | 15,740 | 823 | 0.23% | 0.23% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,800 | 819 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 15,631 | 817 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 15,417 | 806 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 14,183 | 741 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 13,644 | 713 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TFB Advisors LLC | History | No change | 13,104 | 685 | 0.3% | 0.3% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 12,984 | 678 | 0.22% | 0.22% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schulz Wealth, LTD. | History | No change | 12,873 | 673 | 0.35% | 0.35% | 56 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 12,523 | 654 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 12,118 | 633 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 11,517 | 602 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 11,130 | 581 | 0.42% | 0.42% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,067 | 578 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 11,028 | 576 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,901 | 570 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,736 | 561 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,459 | 546 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 9,787 | 529 | 0.02% | 0.03% | 66 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Archer Investment Corp | History | No change | 10,035 | 524 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 9,466 | 511 | 0.35% | 0.52% | 68 | -5,179 | -35.36% | Q3 2026 | Oct 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,767 | 510 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 9,685 | 506 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 9,606 | 502 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,330 | 487 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,176 | 479 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 9,065 | 474 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,073 | 474 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,872 | 463 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,395 | 438 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Life Planners | History | No change | 8,249 | 431 | 0.28% | 0.28% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,983 | 417 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,980 | 417 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,954 | 416 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,458 | 403 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Mariner, LLC | History | No change | 7,675 | 401 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,527 | 393 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,461 | 390 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 7,318 | 382 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,246 | 378 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accel Wealth Management | History | No change | 7,000 | 378 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 7,225 | 377 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 6,981 | 365 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 6,938 | 362 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 6,837 | 357 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,816 | 356 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,759 | 353 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,731 | 351 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,730 | 351 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,696 | 350 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,499 | 339 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,097 | 318 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 5,842 | 305 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 5,836 | 304 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 5,842 | 304 | 0.3% | 0.3% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | No change | 5,756 | 300 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,665 | 296 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,384 | 281 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,327 | 279 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Share Andrew L. | History | No change | 5,229 | 273 | 0.14% | 0.14% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,980 | 260 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,972 | 259 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,787 | 258 | 0.02% | 0.02% | 110 | -744 | -13.45% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,762 | 257 | 0.0% | 0.0% | 111 | -643 | -11.9% | Q3 2026 | Oct 08, 2026 |
| Prospera Financial Services Inc | History | No change | 4,902 | 256 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,900 | 256 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 4,900 | 256 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,800 | 250 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 4,596 | 240 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,367 | 228 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,266 | 223 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LVZ, Inc. | History | No change | 4,142 | 216 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,951 | 215 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Madrona Financial Services, LLC | History | No change | 4,037 | 211 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 3,913 | 204 | 0.09% | 0.09% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Faithward Advisors, LLC | History | No change | 3,849 | 201 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,833 | 200 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 3,831 | 200 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,305 | 172 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,680 | 140 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 2,110 | 110 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 1,583 | 82 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,095 | 57 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | No change | 972 | 50 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 833 | 43 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 629 | 32 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 26 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 391 | 21 | 0.01% | 0.0% | 135 | +101 | 34.83% | Q3 2026 | Oct 13, 2026 |
| Caitlin John, LLC | History | No change | 404 | 21 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 21 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | No change | 341 | 17 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 249 | 13 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 231 | 12 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALERUS FINANCIAL NA | History | No change | 145 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |