FIRST TRUST EXCHANGE-TRADED FUND VIII - FSEP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | History | Added to | 741,908 | 40,864 | 0.77% | 0.72% | 1 | +8,006 | 1.09% | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 425,054 | 21,392 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 298,150 | 16,422 | 0.03% | 0.03% | 3 | +18,158 | 6.49% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 297,940 | 16,410 | 0.02% | 0.02% | 4 | +19,016 | 6.82% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 217,847 | 11,998 | 0.01% | 0.02% | 5 | -150,224 | -40.81% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 212,430 | 11,700 | 0.0% | 0.0% | 6 | -28,213 | -11.72% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 196,805 | 10,840 | 0.0% | 0.01% | 7 | -291,149 | -59.67% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 191,163 | 10,529 | 0.01% | 0.01% | 8 | -11,899 | -5.86% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 182,416 | 10,047 | 0.0% | 0.0% | 9 | -13,668 | -6.97% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 125,551 | 6,915 | 1.18% | 1.37% | 10 | -12,414 | -9.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 110,990 | 6,113 | 0.02% | 0.03% | 11 | -51,452 | -31.67% | Q2 2026 | Jul 28, 2026 |
| Schulz Wealth, LTD. | History | New | 103,086 | 5,677 | 2.93% | — | 12 | +103,086 | New | Q2 2026 | Aug 26, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 93,482 | 5,148 | 0.96% | 1.01% | 13 | -800 | -0.85% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 84,737 | 4,667 | 0.23% | 0.3% | 14 | -19,030 | -18.34% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 84,069 | 4,630 | 0.01% | 0.01% | 15 | +16,386 | 24.21% | Q2 2026 | Aug 07, 2026 |
| 1776 Wealth LLC | History | No change | 73,408 | 4,043 | 1.42% | 1.45% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 69,160 | 3,809 | 0.06% | 0.06% | 17 | -285 | -0.41% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 67,191 | 3,700 | 0.05% | 0.06% | 18 | -5,941 | -8.12% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 62,632 | 3,449 | 0.01% | — | 19 | +62,632 | New | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 60,522 | 3,333 | 0.18% | 0.19% | 20 | -776 | -1.27% | Q2 2026 | Jul 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 58,463 | 3,220 | 0.05% | 0.01% | 21 | +48,139 | 466.28% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | Reduced | 42,838 | 2,359 | 0.39% | 0.41% | 22 | -187 | -0.43% | Q2 2026 | Jul 23, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 42,121 | 2,320 | 1.11% | 1.08% | 23 | -923 | -2.14% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 34,882 | 1,921 | 0.01% | 0.01% | 24 | -1,814 | -4.94% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 32,507 | 1,790 | 0.0% | 0.0% | 25 | -1,867 | -5.43% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 31,873 | 1,755 | 0.05% | 0.05% | 26 | -400 | -1.24% | Q2 2026 | Aug 07, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 30,503 | 1,680 | 0.31% | 0.28% | 27 | +6,032 | 24.65% | Q2 2026 | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 30,482 | 1,678 | 0.21% | 0.21% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,388 | 1,673 | 0.09% | 0.08% | 29 | +1,633 | 5.68% | Q2 2026 | Jul 31, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,845 | 1,588 | 0.84% | 0.92% | 30 | -30 | -0.1% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 27,803 | 1,531 | 0.19% | 0.2% | 31 | -47 | -0.17% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,967 | 1,485 | 0.0% | 0.0% | 32 | -179 | -0.66% | Q2 2026 | Aug 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 26,406 | 1,454 | 0.07% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 25,721 | 1,416 | 0.0% | 0.0% | 34 | +269 | 1.06% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 24,698 | 1,360 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 24,564 | 1,352 | 0.07% | 0.13% | 36 | -13,163 | -34.89% | Q2 2026 | Aug 04, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 24,451 | 1,346 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 22,437 | 1,235 | 0.67% | 0.6% | 38 | -23 | -0.1% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 22,189 | 1,222 | 0.02% | 0.02% | 39 | +12,357 | 125.68% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 21,691 | 1,194 | 0.27% | 0.3% | 41 | -1,489 | -6.42% | Q2 2026 | Jul 10, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 21,678 | 1,194 | 0.34% | 0.34% | 40 | -31 | -0.14% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,609 | 1,190 | 0.02% | 0.02% | 42 | -410 | -1.86% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 21,113 | 1,163 | 0.04% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 20,674 | 1,138 | 0.92% | 1.08% | 44 | -2,414 | -10.46% | Q2 2026 | Jul 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 20,101 | 1,107 | 0.05% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,824 | 1,091 | 0.0% | 0.0% | 46 | -6,131 | -23.62% | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 19,179 | 1,056 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 19,132 | 1,053 | 0.25% | 0.3% | 48 | -2,410 | -11.19% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 18,865 | 1,039 | 0.06% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,966 | 989 | 0.0% | 0.0% | 50 | -6,098 | -25.34% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,554 | 966 | 0.03% | 0.03% | 51 | +402 | 2.34% | Q2 2026 | Jul 06, 2026 |
| RFG Advisory, LLC | History | Added to | 17,344 | 955 | 0.01% | 0.01% | 52 | +1,888 | 12.22% | Q2 2026 | Jul 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 17,108 | 942 | 0.27% | 0.29% | 53 | -479 | -2.72% | Q2 2026 | Jul 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 16,900 | 930 | 0.03% | 0.04% | 54 | -2,000 | -10.58% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,137 | 888 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,747 | 867 | 0.01% | 0.01% | 56 | -65 | -0.41% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,182 | 836 | 0.0% | 0.0% | 57 | -403 | -2.59% | Q2 2026 | Aug 18, 2026 |
| LM Advisors LLC | History | Added to | 14,622 | 805 | 0.09% | 0.23% | 58 | +13,886 | 1886.68% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 14,563 | 802 | 0.07% | 0.09% | 59 | -2,902 | -16.62% | Q2 2026 | Jul 16, 2026 |
| KINTRA WEALTH, LLC | History | No change | 13,677 | 772 | 0.04% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 13,968 | 769 | 0.01% | 0.01% | 61 | -13 | -0.09% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,881 | 764 | 0.02% | 0.08% | 62 | -53,458 | -79.39% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,815 | 758 | 0.0% | 0.0% | 63 | +12,994 | 1582.7% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 13,755 | 757 | 0.03% | 0.04% | 64 | -1,900 | -12.14% | Q2 2026 | Jul 27, 2026 |
| SWMG, LLC | History | No change | 13,621 | 755 | 0.18% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 12,799 | 704 | 0.11% | 0.12% | 66 | -338 | -2.57% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | Added to | 12,459 | 686 | 0.3% | 0.22% | 68 | +4,162 | 50.16% | Q2 2026 | Aug 06, 2026 |
| ACT Advisors, LLC. | History | No change | 12,468 | 686 | 0.23% | 0.27% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,353 | 680 | 0.0% | — | 69 | +12,353 | New | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 11,896 | 655 | 0.04% | 0.05% | 70 | -391 | -3.18% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,671 | 642 | 0.0% | 0.02% | 71 | -90,765 | -88.61% | Q2 2026 | Aug 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 11,645 | 641 | 0.09% | 0.09% | 72 | -372 | -3.1% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 11,585 | 637 | 0.06% | — | 73 | +11,585 | New | Q2 2026 | Aug 13, 2026 |
| Chris Bulman Inc | History | Reduced | 11,471 | 631 | 0.23% | 0.26% | 74 | -114 | -0.98% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,337 | 624 | 0.01% | 0.01% | 75 | -207 | -1.79% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 10,900 | 600 | 0.0% | 0.0% | 76 | +5,300 | 94.64% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,356 | 570 | 0.08% | 0.08% | 77 | -80 | -0.77% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,217 | 562 | 0.0% | 0.0% | 78 | -13 | -0.13% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,142 | 558 | 0.0% | 0.01% | 79 | -3,672 | -26.58% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Added to | 9,550 | 526 | 0.0% | 0.0% | 80 | +1,200 | 14.37% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,492 | 522 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,221 | 514 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,323 | 513 | 0.01% | 0.01% | 83 | +200 | 2.19% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 9,125 | 502 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,864 | 488 | 0.0% | 0.0% | 85 | -4,421 | -33.28% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,530 | 470 | 0.0% | 0.0% | 86 | -304 | -3.44% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 8,405 | 462 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 8,283 | 456 | 0.01% | — | 89 | +8,283 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,283 | 456 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,106 | 450 | 0.0% | 0.0% | 90 | -52 | -0.64% | Q2 2026 | Jul 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,494 | 412 | 0.02% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,440 | 409 | 0.0% | 0.01% | 92 | -800 | -9.71% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,314 | 402 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,239 | 398 | 0.0% | 0.0% | 94 | -80 | -1.09% | Q2 2026 | Aug 03, 2026 |
| Catalina Capital Group, LLC | History | No change | 7,766 | 390 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,702 | 369 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | New | 6,473 | 353 | 0.01% | — | 97 | +6,473 | New | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,220 | 342 | 0.0% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,133 | 337 | 0.01% | 0.01% | 99 | -356 | -5.49% | Q2 2026 | Jul 17, 2026 |
| Share Andrew L. | History | No change | 6,000 | 330 | 0.17% | 0.14% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allie Family Office LLC | History | No change | 5,950 | 327 | 0.12% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 5,741 | 316 | 0.19% | 0.18% | 102 | -14 | -0.24% | Q2 2026 | Jul 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 5,813 | 314 | 0.05% | 0.06% | 103 | -218 | -3.61% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,545 | 305 | 0.0% | 0.0% | 104 | -212 | -3.68% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,520 | 304 | 0.0% | 0.0% | 105 | +2,264 | 69.53% | Q2 2026 | Jul 17, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,498 | 302 | 0.3% | 0.32% | 106 | -2,051 | -27.17% | Q2 2026 | Aug 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 5,326 | 293 | 0.17% | 0.55% | 107 | -10,830 | -67.03% | Q2 2026 | Jul 31, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,109 | 281 | 0.02% | 0.01% | 108 | -1,761 | -25.63% | Q2 2026 | Aug 04, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 5,100 | 280 | 0.06% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MBL Wealth, LLC | History | Added to | 5,076 | 279 | 0.02% | 0.02% | 110 | +150 | 3.05% | Q2 2026 | Jul 15, 2026 |
| Csenge Advisory Group | History | Reduced | 5,044 | 277 | 0.01% | 0.01% | 111 | -211 | -4.02% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 5,001 | 275 | 0.0% | 0.01% | 112 | -8,301 | -62.4% | Q2 2026 | Jul 15, 2026 |
| Archer Investment Corp | History | No change | 4,947 | 272 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | Added to | 4,932 | 271 | 0.0% | 0.0% | 114 | +298 | 6.43% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,840 | 266 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 4,781 | 263 | 0.07% | 0.08% | 116 | -214 | -4.28% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 4,665 | 256 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 4,515 | 248 | 0.11% | 0.15% | 118 | -1,525 | -25.25% | Q2 2026 | Jul 01, 2026 |
| Sequent Planning LLC | History | Reduced | 4,439 | 244 | 0.05% | 0.05% | 119 | -3 | -0.07% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,357 | 239 | 0.01% | 0.01% | 120 | -250 | -5.43% | Q2 2026 | Aug 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,038 | 222 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navis Wealth Advisors, LLC | History | New | 3,960 | 218 | 0.08% | — | 123 | +3,960 | New | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Reduced | 3,960 | 218 | 0.03% | 0.03% | 122 | -28 | -0.7% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Group | History | New | 3,844 | 211 | 0.02% | — | 124 | +3,844 | New | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | New | 3,661 | 201 | 0.01% | — | 125 | +3,661 | New | Q2 2026 | Aug 07, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 3,638 | 200 | 0.03% | — | 128 | +3,638 | New | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | Added to | 3,639 | 200 | 0.0% | 0.0% | 126 | +2,023 | 125.19% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | Reduced | 3,647 | 200 | 0.04% | 0.04% | 127 | -304 | -7.69% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,607 | 198 | 0.01% | 0.02% | 129 | -1,543 | -29.96% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 3,372 | 185 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 3,006 | 166 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 3,000 | 165 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 2,822 | 155 | 0.05% | 0.05% | 133 | -107 | -3.65% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 2,525 | 139 | 0.01% | — | 134 | +2,525 | New | Q2 2026 | Jul 30, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,718 | 94 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,600 | 88 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,300 | 71 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,143 | 62 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,117 | 61 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 970 | 53 | 0.03% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFS Partners, LLC | History | No change | 675 | 37 | 0.01% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 500 | 27 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 300 | 16 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | New | 276 | 15 | 0.0% | — | 144 | +276 | New | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 259 | 14 | 0.0% | 0.0% | 145 | +1 | 0.39% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 221 | 12 | 0.0% | — | 146 | +221 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 84 | 4 | 0.0% | — | 148 | +84 | New | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 19 | 1 | 0.0% | 0.0% | 149 | -704 | -97.37% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -145,836 | -100.0% | Q2 2026 | Jul 28, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.21% | — | -85,378 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -68,367 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,570 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,932 | -100.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,767 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.49% | — | -17,673 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,298 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -11,215 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,656 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,830 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -5,010 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,850 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,361 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |