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 | Added to | 874,953 | 41,717 | 0.01% | 0.01% | 1 | +6,477 | 0.75% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 353,428 | 16,851 | 0.01% | 0.01% | 2 | -31,397 | -8.16% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 353,252 | 16,843 | 0.02% | 0.02% | 3 | -20,536 | -5.49% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 295,232 | 14,076 | 0.03% | 0.03% | 4 | +30,594 | 11.56% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 231,440 | 11,035 | 0.17% | 0.2% | 5 | -4,179 | -1.77% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 183,095 | 8,729 | 0.0% | 0.0% | 6 | -58,328 | -24.16% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 181,778 | 8,667 | 0.01% | 0.01% | 7 | -20,962 | -10.34% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 159,523 | 7,606 | 0.09% | 0.09% | 8 | +2,751 | 1.75% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 148,921 | 7,100 | 0.01% | 0.01% | 9 | -12,517 | -7.75% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Reduced | 145,024 | 6,914 | 1.36% | 1.46% | 10 | -1,261 | -0.86% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,151 | 5,108 | 0.02% | 0.02% | 11 | +14,767 | 15.98% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 100,548 | 4,794 | 0.01% | 0.01% | 12 | +2,762 | 2.82% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 99,239 | 4,731 | 0.01% | 0.02% | 13 | -17,999 | -15.35% | Q1 2026 | May 14, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 91,964 | 4,384 | 3.28% | 3.7% | 14 | -12,536 | -12.0% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Added to | 91,522 | 4,364 | 0.11% | 0.13% | 15 | +606 | 0.67% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 70,860 | 3,378 | 0.46% | 0.52% | 16 | -527 | -0.74% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 67,492 | 3,218 | 0.07% | 0.08% | 17 | -1,171 | -1.71% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 66,953 | 3,192 | 0.05% | 0.05% | 18 | +20,549 | 44.28% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 52,092 | 2,484 | 0.0% | 0.0% | 19 | -3,441 | -6.2% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 51,390 | 2,450 | 0.67% | 0.74% | 20 | -1,460 | -2.76% | Q1 2026 | May 05, 2026 |
| FWG Investments, LLC. | History | Added to | 51,250 | 2,443 | 1.55% | 1.59% | 21 | +298 | 0.58% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,630 | 2,318 | 0.0% | 0.0% | 22 | -1,344 | -2.69% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 47,413 | 2,261 | 0.01% | 0.01% | 23 | +1,172 | 2.53% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 44,143 | 2,104 | 0.4% | 0.71% | 24 | -41,201 | -48.28% | Q1 2026 | May 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,253 | 2,015 | 0.01% | 0.01% | 25 | -3,086 | -6.81% | Q1 2026 | Apr 30, 2026 |
| SMART Wealth LLC | History | Added to | 38,702 | 1,845 | 0.54% | 0.53% | 26 | +3,119 | 8.77% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Reduced | 37,921 | 1,808 | 0.02% | 0.02% | 27 | -439 | -1.14% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 35,308 | 1,683 | 0.0% | 0.0% | 28 | -1,508 | -4.1% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 32,266 | 1,538 | 0.0% | 0.0% | 29 | +7,698 | 31.33% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 32,216 | 1,536 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,132 | 1,532 | 0.09% | 0.08% | 31 | +2,553 | 8.93% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 31,466 | 1,500 | 0.11% | 0.13% | 32 | -5,057 | -13.85% | Q1 2026 | May 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 29,949 | 1,427 | 0.26% | 0.29% | 33 | -1,524 | -4.84% | Q1 2026 | May 14, 2026 |
| Reflection Asset Management | History | No change | 27,826 | 1,369 | 0.97% | 0.97% | 34 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| VestGen Advisors, LLC | History | Added to | 25,441 | 1,310 | 0.03% | 0.01% | 35 | +19,216 | 308.69% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 27,089 | 1,291 | 0.05% | 0.05% | 36 | -1,470 | -5.15% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,687 | 1,272 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,584 | 1,219 | 0.01% | 0.0% | 38 | +3,493 | 15.81% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,854 | 1,185 | 0.07% | 0.03% | 39 | +15,323 | 160.77% | Q1 2026 | Apr 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,292 | 1,158 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keystone Wealth Services, LLC | History | New | 23,101 | 1,101 | 0.24% | — | 41 | +23,101 | New | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 22,732 | 1,083 | 0.07% | 0.08% | 42 | +1,785 | 8.52% | Q1 2026 | Apr 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 22,519 | 1,073 | 0.53% | 0.6% | 43 | -1,626 | -6.73% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 21,563 | 1,038 | 0.06% | 0.06% | 44 | -12 | -0.06% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,296 | 967 | 0.0% | 0.0% | 45 | -291 | -1.41% | Q1 2026 | May 08, 2026 |
| VestGen Investment Management | History | Reduced | 19,012 | 906 | 0.5% | 0.56% | 46 | -1,687 | -8.15% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,658 | 889 | 0.0% | 0.01% | 47 | -123 | -0.65% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,325 | 826 | 0.0% | 0.0% | 48 | -100 | -0.57% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,118 | 816 | 0.01% | 0.01% | 49 | -500 | -2.84% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | No change | 15,743 | 813 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 16,956 | 808 | 0.06% | 0.05% | 51 | +4,997 | 41.78% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,453 | 784 | 0.03% | 0.03% | 52 | +806 | 5.15% | Q1 2026 | May 12, 2026 |
| Freedom Investment Management, Inc. | History | No change | 15,740 | 750 | 0.22% | 0.22% | 53 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 15,663 | 746 | 0.01% | 0.01% | 54 | +1,534 | 10.86% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 15,645 | 745 | 0.03% | 0.03% | 55 | -200 | -1.26% | Q1 2026 | Apr 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 15,417 | 735 | 0.01% | 0.01% | 56 | -1,488 | -8.8% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | No change | 14,964 | 713 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,559 | 694 | 0.02% | 0.02% | 58 | +409 | 2.89% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 13,972 | 666 | 0.1% | 0.09% | 59 | +991 | 7.63% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,889 | 662 | 0.01% | 0.01% | 60 | +1,404 | 11.25% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,770 | 656 | 0.01% | 0.01% | 61 | -420 | -2.96% | Q1 2026 | May 14, 2026 |
| Schulz Wealth, LTD. | History | No change | 12,873 | 630 | 0.4% | 0.4% | 62 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 12,984 | 619 | 0.22% | 0.24% | 63 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 12,523 | 597 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 12,191 | 581 | 0.18% | 0.19% | 65 | -5 | -0.04% | Q1 2026 | May 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 12,115 | 577 | 0.37% | 0.4% | 66 | -450 | -3.58% | Q1 2026 | May 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 12,100 | 576 | 0.15% | 0.18% | 67 | -803 | -6.22% | Q1 2026 | May 06, 2026 |
| Accel Wealth Management | History | Reduced | 11,830 | 564 | 0.15% | 0.16% | 68 | -89 | -0.75% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 11,603 | 553 | 0.01% | 0.01% | 69 | +684 | 6.26% | Q1 2026 | May 11, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 11,302 | 538 | 0.44% | 0.45% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,992 | 524 | 0.08% | 0.07% | 71 | +1,045 | 10.51% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,596 | 505 | 0.01% | 0.02% | 72 | -3,200 | -23.2% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | No change | 10,035 | 478 | 0.1% | 0.11% | 73 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,906 | 472 | 0.0% | 0.0% | 74 | -10,654 | -51.82% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 9,685 | 461 | 0.02% | 0.03% | 75 | -5,377 | -35.7% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,330 | 444 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,233 | 440 | 0.02% | 0.02% | 77 | -62 | -0.67% | Q1 2026 | Apr 28, 2026 |
| TFB Advisors LLC | History | Reduced | 8,729 | 416 | 0.22% | 0.2% | 78 | -6,195 | -41.51% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,470 | 403 | 0.0% | — | 79 | +8,470 | New | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,278 | 395 | 0.0% | 0.0% | 80 | +157 | 1.93% | Q1 2026 | Apr 07, 2026 |
| Financial Life Planners | History | No change | 8,249 | 393 | 0.3% | 0.29% | 81 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,983 | 380 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,980 | 380 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 7,747 | 376 | 0.31% | 0.34% | 84 | -637 | -7.6% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,627 | 363 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 7,512 | 358 | 0.0% | 0.0% | 86 | +1,157 | 18.21% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,510 | 358 | 0.0% | 0.0% | 87 | -774 | -9.34% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,527 | 358 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 7,470 | 356 | 0.01% | 0.01% | 89 | -1,095 | -12.78% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,461 | 355 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,458 | 355 | 0.33% | 0.32% | 91 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,361 | 350 | 0.01% | 0.01% | 92 | -89 | -1.19% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,234 | 344 | 0.01% | — | 93 | +7,234 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 6,951 | 331 | 0.0% | 0.0% | 94 | -376 | -5.13% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,921 | 329 | 0.02% | 0.03% | 95 | -1,932 | -21.82% | Q1 2026 | Apr 14, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 6,837 | 325 | 0.19% | 0.16% | 96 | +2,286 | 50.23% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,831 | 325 | 0.01% | 0.01% | 97 | +480 | 7.56% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,742 | 321 | 0.0% | 0.0% | 98 | +1,033 | 18.09% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,731 | 320 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,730 | 320 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,553 | 312 | 0.01% | 0.01% | 101 | -40 | -0.61% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,499 | 309 | 0.0% | 0.0% | 102 | -766 | -10.54% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,140 | 292 | 0.02% | 0.02% | 103 | -14 | -0.23% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,972 | 286 | 0.0% | 0.0% | 104 | -879 | -12.83% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,970 | 286 | 0.02% | 0.01% | 105 | +521 | 9.56% | Q1 2026 | May 12, 2026 |
| Faithward Advisors, LLC | History | Reduced | 5,464 | 260 | 0.04% | 0.04% | 107 | -508 | -8.51% | Q1 2026 | Apr 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,462 | 260 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,293 | 252 | 0.26% | — | 108 | +5,293 | New | Q1 2026 | May 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,246 | 250 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Share Andrew L. | History | No change | 5,229 | 249 | 0.12% | 0.13% | 110 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 5,071 | 248 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 4,808 | 245 | 0.13% | 0.15% | 112 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,980 | 237 | 0.07% | 0.08% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,900 | 233 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 4,900 | 233 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,800 | 228 | 0.05% | 0.06% | 116 | -700 | -12.73% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,367 | 208 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,266 | 203 | 0.01% | — | 118 | +4,266 | New | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,951 | 189 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,429 | 163 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,287 | 157 | 0.0% | 0.0% | 121 | -502 | -13.25% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,680 | 127 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 2,110 | 100 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,500 | 70 | 0.0% | — | 124 | +1,500 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,245 | 58 | 0.0% | 0.0% | 125 | -16,119 | -92.83% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,095 | 52 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 961 | 45 | 0.0% | — | 127 | +961 | New | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 833 | 39 | 0.04% | 0.08% | 128 | -747 | -47.28% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 775 | 36 | 0.02% | 0.02% | 129 | -75 | -8.82% | Q1 2026 | Apr 02, 2026 |
| UBS Group AG | History | Added to | 651 | 31 | 0.0% | 0.0% | 130 | +427 | 190.63% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 629 | 29 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,327 | 22 | 0.0% | 0.0% | 133 | -328 | -3.08% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | No change | 404 | 19 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 341 | 16 | 0.0% | 0.0% | 135 | -151 | -30.69% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 249 | 11 | 0.0% | 0.0% | 136 | -892 | -78.18% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 145 | 6 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 33 | 1 | 0.0% | — | 139 | +33 | New | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -83,553 | -100.0% | Q1 2026 | May 04, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -16,772 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,201 | -100.0% | Q1 2026 | May 14, 2026 |
| BANTAMAC CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,690 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,246 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,454 | -100.0% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,166 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,142 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,358 | -100.0% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 20 | 0 | — | 0.0% | — | -311 | -93.96% | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -292 | -100.0% | Q1 2026 | May 19, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 13, 2026 |