FIRST TRUST EXCHANGE-TRADED FUND VIII - FOCT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 868,476 | 42,546 | 0.01% | 0.0% | 1 | +502,891 | 137.56% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 384,825 | 18,852 | 0.01% | 0.01% | 2 | +37,992 | 10.95% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 373,788 | 18,311 | 0.02% | 0.01% | 3 | +127,413 | 51.72% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 264,638 | 12,964 | 0.03% | 0.02% | 4 | +31,304 | 13.42% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 241,423 | 11,827 | 0.0% | 0.0% | 5 | +66,911 | 38.34% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 235,619 | 11,542 | 0.2% | 0.26% | 6 | -2,529 | -1.06% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 202,740 | 9,932 | 0.01% | 0.01% | 7 | +16,304 | 8.75% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 161,438 | 7,908 | 0.01% | 0.01% | 8 | +31,607 | 24.34% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | New | 156,772 | 7,680 | 0.09% | — | 9 | +156,772 | New | Q4 2025 | Feb 05, 2026 |
| REAP Financial Group, LLC | History | Added to | 146,285 | 7,166 | 1.46% | 0.83% | 10 | +66,278 | 82.84% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 117,238 | 5,743 | 0.02% | 0.01% | 11 | +23,610 | 25.22% | Q4 2025 | Jan 26, 2026 |
| BAM Wealth Management, LLC | History | New | 104,500 | 5,119 | 3.7% | — | 12 | +104,500 | New | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 97,786 | 4,790 | 0.01% | 0.01% | 13 | +37,953 | 63.43% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 92,384 | 4,525 | 0.02% | 0.02% | 14 | +5,518 | 6.35% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 90,916 | 4,454 | 0.14% | 0.12% | 15 | +3,770 | 4.33% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 85,344 | 4,180 | 0.71% | 0.71% | 16 | -1,786 | -2.05% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | New | 83,553 | 4,093 | 0.11% | — | 17 | +83,553 | New | Q4 2025 | Jan 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 71,387 | 3,497 | 0.52% | 0.53% | 18 | -1,488 | -2.04% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 68,663 | 3,363 | 0.08% | 0.01% | 19 | +59,106 | 618.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 55,533 | 2,721 | 0.0% | — | 20 | +55,533 | New | Q4 2025 | Feb 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 52,850 | 2,589 | 0.74% | 1.04% | 21 | -21,234 | -28.66% | Q4 2025 | Feb 09, 2026 |
| FWG Investments, LLC. | History | Added to | 50,952 | 2,496 | 1.59% | 1.07% | 22 | +18,190 | 55.52% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,974 | 2,448 | 0.0% | 0.0% | 23 | +9,661 | 23.96% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,404 | 2,273 | 0.05% | 0.01% | 24 | +35,512 | 326.04% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 46,241 | 2,265 | 0.01% | 0.0% | 25 | +10,079 | 27.87% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,339 | 2,221 | 0.01% | 0.0% | 26 | +8,953 | 24.61% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Added to | 38,360 | 1,879 | 0.02% | 0.02% | 27 | +8,829 | 29.9% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 36,816 | 1,803 | 0.0% | 0.0% | 28 | +11,706 | 46.62% | Q4 2025 | Mar 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 36,523 | 1,789 | 0.13% | 0.13% | 29 | -2,185 | -5.64% | Q4 2025 | Feb 12, 2026 |
| SMART Wealth LLC | History | Reduced | 35,583 | 1,743 | 0.53% | 0.69% | 30 | -3,099 | -8.01% | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 32,216 | 1,578 | 0.09% | 0.09% | 31 | -2,809 | -8.02% | Q4 2025 | Feb 06, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 31,473 | 1,541 | 0.29% | 0.38% | 32 | -8,383 | -21.03% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,579 | 1,400 | 0.08% | 0.08% | 33 | +3,185 | 12.54% | Q4 2025 | Feb 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 28,559 | 1,399 | 0.05% | 0.02% | 34 | +19,867 | 228.57% | Q4 2025 | Feb 17, 2026 |
| Reflection Asset Management | History | New | 27,826 | 1,369 | 0.97% | — | 35 | +27,826 | New | Q4 2025 | Mar 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,687 | 1,307 | 0.0% | 0.0% | 36 | -1,450 | -5.15% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,568 | 1,203 | 0.0% | — | 37 | +24,568 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 24,292 | 1,195 | 0.08% | 0.06% | 38 | +6,909 | 39.75% | Q4 2025 | Jan 15, 2026 |
| Integrity Financial Corp /WA | History | Added to | 24,145 | 1,182 | 0.6% | 0.36% | 39 | +8,069 | 50.19% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 22,091 | 1,082 | 0.0% | 0.0% | 40 | +7,713 | 53.64% | Q4 2025 | Feb 06, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 21,575 | 1,056 | 0.06% | 0.12% | 41 | -20,089 | -48.22% | Q4 2025 | Jan 07, 2026 |
| Signal Advisors Wealth, LLC | History | New | 20,947 | 1,026 | 0.08% | — | 42 | +20,947 | New | Q4 2025 | Jan 13, 2026 |
| VestGen Investment Management | History | New | 20,699 | 1,014 | 0.56% | — | 43 | +20,699 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,587 | 1,008 | 0.0% | 0.0% | 44 | +9,381 | 83.71% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,560 | 1,007 | 0.0% | 0.0% | 45 | +14,617 | 245.95% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,781 | 920 | 0.01% | 0.01% | 46 | -40 | -0.21% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,618 | 863 | 0.01% | 0.01% | 47 | +1,050 | 6.34% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,425 | 853 | 0.0% | 0.0% | 48 | +1,422 | 8.89% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,364 | 850 | 0.0% | 0.0% | 49 | +15,298 | 740.46% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 16,905 | 828 | 0.01% | 0.01% | 50 | +5,686 | 50.68% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,845 | 776 | 0.03% | 0.03% | 51 | +944 | 6.34% | Q4 2025 | Jan 13, 2026 |
| Freedom Investment Management, Inc. | History | No change | 15,740 | 771 | 0.22% | 0.2% | 52 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,647 | 766 | 0.03% | 0.05% | 53 | -332 | -2.08% | Q4 2025 | Feb 04, 2026 |
| Bison Wealth, LLC | History | New | 15,743 | 747 | 0.08% | — | 54 | +15,743 | New | Q4 2025 | Mar 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 15,062 | 737 | 0.03% | — | 55 | +15,062 | New | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,964 | 733 | 0.02% | 0.01% | 56 | +3,963 | 36.02% | Q4 2025 | Feb 02, 2026 |
| TFB Advisors LLC | History | Reduced | 14,924 | 731 | 0.2% | 0.21% | 57 | -560 | -3.62% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,190 | 695 | 0.01% | 0.01% | 58 | +3,664 | 34.81% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,150 | 693 | 0.02% | 0.02% | 59 | +1,142 | 8.78% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 14,129 | 692 | 0.01% | 0.01% | 60 | +1,175 | 9.07% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 13,796 | 675 | 0.02% | 0.01% | 61 | +3,464 | 33.53% | Q4 2025 | Feb 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 12,984 | 636 | 0.24% | 0.24% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 12,981 | 635 | 0.09% | 0.09% | 63 | +1,151 | 9.73% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 12,903 | 632 | 0.18% | — | 64 | +12,903 | New | Q4 2025 | Jan 12, 2026 |
| Schulz Wealth, LTD. | History | No change | 12,873 | 630 | 0.4% | 0.4% | 65 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 12,565 | 616 | 0.4% | 0.34% | 66 | -200 | -1.57% | Q4 2025 | Feb 12, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 12,523 | 613 | 0.06% | 0.05% | 67 | +2,051 | 19.59% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,485 | 611 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 12,196 | 597 | 0.19% | 0.15% | 69 | +2,586 | 26.91% | Q4 2025 | Feb 03, 2026 |
| Clear Creek Financial Management, LLC | History | New | 11,959 | 585 | 0.05% | — | 70 | +11,959 | New | Q4 2025 | Jan 23, 2026 |
| Accel Wealth Management | History | New | 11,919 | 583 | 0.16% | — | 71 | +11,919 | New | Q4 2025 | Jan 20, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 11,302 | 553 | 0.45% | 0.44% | 72 | +500 | 4.63% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 11,201 | 548 | 0.02% | — | 73 | +11,201 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,919 | 534 | 0.01% | 0.0% | 74 | +4,321 | 65.49% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,655 | 521 | 0.0% | 0.0% | 75 | -407 | -3.68% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | Added to | 10,035 | 491 | 0.11% | 0.1% | 76 | +1,000 | 11.07% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9,947 | 487 | 0.07% | — | 77 | +9,947 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,531 | 466 | 0.03% | 0.05% | 78 | -16,913 | -63.96% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | New | 9,330 | 457 | 0.01% | — | 79 | +9,330 | New | Q4 2025 | Jan 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,295 | 455 | 0.02% | 0.02% | 80 | +3,350 | 56.35% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,853 | 433 | 0.03% | 0.03% | 81 | +51 | 0.58% | Q4 2025 | Jan 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 8,565 | 419 | 0.01% | 0.01% | 82 | +1,120 | 15.04% | Q4 2025 | Feb 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,384 | 411 | 0.34% | 0.35% | 83 | -768 | -8.39% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | New | 8,284 | 405 | 0.0% | — | 84 | +8,284 | New | Q4 2025 | Feb 17, 2026 |
| Financial Life Planners | History | No change | 8,249 | 404 | 0.29% | 0.26% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,121 | 398 | 0.0% | 0.0% | 86 | +935 | 13.01% | Q4 2025 | Jan 05, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,983 | 391 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | New | 7,980 | 390 | 0.01% | — | 88 | +7,980 | New | Q4 2025 | Feb 13, 2026 |
| BANTAMAC CAPITAL, LLC | History | New | 7,690 | 376 | 0.18% | — | 89 | +7,690 | New | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,627 | 373 | 0.01% | 0.01% | 90 | +1,264 | 19.86% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 7,527 | 368 | 0.12% | 0.09% | 91 | +1,880 | 33.29% | Q4 2025 | Jan 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 7,458 | 365 | 0.32% | 0.22% | 93 | +2,214 | 42.22% | Q4 2025 | Jan 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,461 | 365 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,450 | 364 | 0.01% | 0.02% | 94 | -1,296 | -14.82% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Reduced | 7,327 | 358 | 0.0% | 0.0% | 95 | -493 | -6.3% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,265 | 355 | 0.0% | 0.0% | 96 | -404 | -5.27% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,246 | 341 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,851 | 338 | 0.0% | — | 98 | +6,851 | New | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 6,731 | 329 | 0.0% | 0.0% | 99 | -30 | -0.44% | Q4 2025 | Feb 18, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,730 | 329 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,593 | 322 | 0.01% | 0.0% | 101 | +500 | 8.21% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | New | 6,351 | 311 | 0.01% | — | 103 | +6,351 | New | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,355 | 311 | 0.0% | 0.0% | 102 | +508 | 8.69% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | New | 6,225 | 304 | 0.01% | — | 104 | +6,225 | New | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | New | 6,154 | 301 | 0.02% | — | 105 | +6,154 | New | Q4 2025 | Jan 09, 2026 |
| Faithward Advisors, LLC | History | New | 5,972 | 292 | 0.04% | — | 106 | +5,972 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,709 | 279 | 0.0% | — | 107 | +5,709 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,500 | 269 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,462 | 268 | 0.01% | 0.01% | 109 | +242 | 4.64% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 5,449 | 266 | 0.01% | — | 110 | +5,449 | New | Q4 2025 | Feb 17, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,246 | 257 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Share Andrew L. | History | Reduced | 5,229 | 256 | 0.13% | 0.2% | 112 | -1,000 | -16.05% | Q4 2025 | Feb 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | New | 5,071 | 248 | 0.07% | — | 113 | +5,071 | New | Q4 2025 | Feb 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,980 | 243 | 0.08% | 0.09% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,900 | 240 | 0.0% | — | 115 | +4,900 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 4,900 | 240 | 0.01% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 4,808 | 235 | 0.15% | — | 117 | +4,808 | New | Q4 2025 | Apr 02, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 4,551 | 222 | 0.16% | 0.15% | 118 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Grantvest Financial Group LLC | History | New | 4,454 | 218 | 0.14% | — | 119 | +4,454 | New | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 4,367 | 213 | 0.0% | — | 120 | +4,367 | New | Q4 2025 | Jan 30, 2026 |
| LifeWealth Investments, LLC | History | New | 4,166 | 204 | 0.06% | — | 121 | +4,166 | New | Q4 2025 | Jan 26, 2026 |
| LVZ, Inc. | History | New | 4,142 | 202 | 0.02% | — | 122 | +4,142 | New | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 3,951 | 195 | 0.01% | — | 123 | +3,951 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,789 | 185 | 0.0% | 0.0% | 124 | -1,712 | -31.12% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,429 | 167 | 0.01% | 0.01% | 125 | +432 | 14.41% | Q4 2025 | Feb 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,680 | 131 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,358 | 115 | 0.0% | — | 127 | +2,358 | New | Q4 2025 | Feb 02, 2026 |
| BOKF, NA | History | No change | 2,110 | 103 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,580 | 77 | 0.08% | 0.1% | 129 | -329 | -17.23% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,141 | 55 | 0.0% | — | 130 | +1,141 | New | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,095 | 53 | 0.04% | 0.05% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | No change | 850 | 41 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 629 | 30 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 500 | 24 | 0.0% | 0.0% | 135 | +300 | 150.0% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | No change | 492 | 24 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | No change | 404 | 19 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Reduced | 331 | 16 | 0.0% | 0.0% | 137 | -2,553 | -88.52% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | New | 292 | 14 | 0.01% | — | 138 | +292 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 224 | 10 | 0.0% | 0.0% | 140 | -89 | -28.43% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | New | 174 | 8 | 0.0% | — | 141 | +174 | New | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 145 | 7 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 66 | 3 | 0.0% | — | 143 | +66 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -14,608 | -100.0% | Q3 2025 | Oct 22, 2025 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,228 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -767 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -264 | -100.0% | Q3 2025 | Nov 05, 2025 |