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 | New | 733,902 | 36,937 | 0.72% | — | 1 | +733,902 | New | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 487,954 | 24,558 | 0.01% | 0.01% | 2 | -18,934 | -3.74% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 425,054 | 21,392 | 0.06% | 0.06% | 3 | -27,200 | -6.01% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 368,071 | 18,524 | 0.02% | 0.02% | 4 | -13,264 | -3.48% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Reduced | 736 | 14,622 | 0.23% | 0.26% | 5 | -2 | -0.27% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 279,992 | 14,091 | 0.03% | 0.03% | 6 | +28,716 | 11.43% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 278,924 | 14,038 | 0.02% | 0.02% | 7 | -29,612 | -9.6% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 240,643 | 12,111 | 0.0% | 0.0% | 8 | -3,120 | -1.28% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 203,062 | 10,220 | 0.01% | 0.02% | 9 | -95,898 | -32.08% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 196,084 | 9,868 | 0.0% | 0.0% | 10 | -22,488 | -10.29% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 162,442 | 8,175 | 0.03% | 0.03% | 11 | +18,469 | 12.83% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 145,836 | 7,339 | 0.08% | 0.08% | 12 | +2,713 | 1.9% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 137,965 | 6,943 | 1.37% | 1.45% | 13 | -815 | -0.59% | Q1 2026 | May 11, 2026 |
| Schulz Wealth, LTD. | History | No change | 102,053 | 5,261 | 3.37% | 3.37% | 14 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 103,767 | 5,222 | 0.3% | 0.31% | 15 | +1,155 | 1.13% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 102,436 | 5,155 | 0.02% | 0.0% | 16 | +87,590 | 589.99% | Q1 2026 | Jun 02, 2026 |
| Keystone Wealth Services, LLC | History | New | 94,282 | 4,745 | 1.01% | — | 17 | +94,282 | New | Q1 2026 | May 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 85,378 | 4,297 | 3.21% | 3.61% | 18 | -11,402 | -11.78% | Q1 2026 | Apr 17, 2026 |
| 1776 Wealth LLC | History | No change | 73,408 | 3,694 | 1.45% | 1.42% | 19 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 73,132 | 3,680 | 0.06% | 0.07% | 20 | +8,748 | 13.59% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 69,445 | 3,495 | 0.06% | 0.06% | 21 | +517 | 0.75% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 68,367 | 3,441 | 0.01% | 0.01% | 22 | +4,041 | 6.28% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,683 | 3,406 | 0.01% | 0.01% | 23 | +645 | 0.96% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 67,339 | 3,389 | 0.08% | 0.09% | 24 | -5,880 | -8.03% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 61,298 | 3,108 | 0.19% | 0.19% | 25 | -268 | -0.44% | Q1 2026 | Apr 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 43,044 | 2,166 | 1.08% | 1.13% | 26 | -428 | -0.98% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Reduced | 43,025 | 2,165 | 0.41% | 0.44% | 27 | -1,901 | -4.23% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 37,727 | 1,898 | 0.13% | 0.15% | 28 | +1,532 | 4.23% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 36,696 | 1,846 | 0.01% | 0.01% | 29 | -50 | -0.14% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,374 | 1,730 | 0.0% | 0.0% | 30 | +12,995 | 60.78% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 32,273 | 1,624 | 0.05% | 0.06% | 31 | -1,730 | -5.09% | Q1 2026 | May 06, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 30,482 | 1,534 | 0.21% | 0.19% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,755 | 1,490 | 0.08% | 0.08% | 33 | +2,469 | 9.39% | Q1 2026 | Apr 17, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,875 | 1,453 | 0.92% | 0.99% | 34 | -1,194 | -3.97% | Q1 2026 | Apr 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 27,850 | 1,401 | 0.2% | 0.2% | 35 | +859 | 3.18% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,146 | 1,366 | 0.0% | 0.0% | 36 | +294 | 1.09% | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 26,406 | 1,329 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,955 | 1,306 | 0.0% | 0.0% | 38 | -173 | -0.66% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 25,452 | 1,280 | 0.0% | 0.0% | 39 | +8,152 | 47.12% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 24,698 | 1,243 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,570 | 1,236 | 0.0% | — | 41 | +24,570 | New | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 24,471 | 1,231 | 0.28% | 0.27% | 42 | +2,693 | 12.37% | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 24,451 | 1,230 | 0.12% | 0.12% | 43 | -902 | -3.56% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 24,064 | 1,211 | 0.0% | 0.0% | 44 | -626 | -2.54% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | No change | 23,180 | 1,166 | 0.3% | 0.33% | 45 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 23,088 | 1,162 | 1.08% | 1.05% | 46 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 22,460 | 1,130 | 0.6% | 0.68% | 47 | -8 | -0.04% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 22,019 | 1,108 | 0.02% | 0.02% | 48 | -451 | -2.01% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 21,709 | 1,092 | 0.34% | 0.35% | 49 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 21,542 | 1,084 | 0.3% | 0.27% | 50 | +2,894 | 15.52% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 21,113 | 1,063 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| VestGen Advisors, LLC | History | New | 18,932 | 1,027 | 0.03% | — | 52 | +18,932 | New | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 20,101 | 1,011 | 0.06% | 0.08% | 53 | -7,296 | -26.63% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 19,179 | 965 | 0.07% | 0.08% | 54 | -1,000 | -4.96% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 18,900 | 951 | 0.04% | 0.04% | 55 | -750 | -3.82% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 18,865 | 949 | 0.07% | 0.07% | 56 | -4 | -0.02% | Q1 2026 | Apr 20, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 18,767 | 944 | 0.07% | 0.07% | 57 | +634 | 3.5% | Q1 2026 | May 28, 2026 |
| VestGen Investment Management | History | Reduced | 17,673 | 889 | 0.49% | 0.55% | 58 | -1,484 | -7.75% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 17,587 | 885 | 0.29% | 0.3% | 59 | -99 | -0.56% | Q1 2026 | Apr 09, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 17,465 | 878 | 0.09% | 0.09% | 60 | -1,037 | -5.6% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,152 | 863 | 0.03% | 0.03% | 61 | -37 | -0.22% | Q1 2026 | Apr 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 16,298 | 820 | 0.03% | 0.03% | 62 | -1,330 | -7.54% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 16,156 | 813 | 0.55% | 0.55% | 63 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,137 | 812 | 0.0% | 0.01% | 64 | -2,162 | -11.81% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 15,812 | 795 | 0.01% | — | 65 | +15,812 | New | Q1 2026 | Apr 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 15,655 | 787 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,585 | 784 | 0.0% | 0.01% | 67 | -2,330 | -13.01% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 15,456 | 777 | 0.01% | 0.01% | 68 | +1,450 | 10.35% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 13,981 | 703 | 0.01% | 0.01% | 69 | -4,573 | -24.65% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,814 | 695 | 0.01% | 0.01% | 70 | -8,110 | -36.99% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 13,677 | 688 | 0.05% | 0.09% | 71 | +510 | 3.87% | Q1 2026 | May 15, 2026 |
| SWMG, LLC | History | No change | 13,621 | 685 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,266 | 683 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 13,302 | 669 | 0.01% | 0.01% | 74 | -1,106 | -7.68% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 13,285 | 667 | 0.0% | 0.0% | 75 | +1,106 | 9.08% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 13,137 | 661 | 0.12% | 0.13% | 76 | -76 | -0.58% | Q1 2026 | May 14, 2026 |
| ACT Advisors, LLC. | History | No change | 12,468 | 627 | 0.27% | 0.25% | 77 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 12,017 | 604 | 0.09% | 0.1% | 78 | -445 | -3.57% | Q1 2026 | Apr 17, 2026 |
| Chris Bulman Inc | History | Reduced | 11,585 | 583 | 0.26% | 0.26% | 79 | -1 | -0.01% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,544 | 581 | 0.01% | 0.01% | 80 | -11 | -0.1% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,215 | 564 | 0.15% | 0.18% | 81 | -1,418 | -11.22% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,436 | 525 | 0.08% | 0.07% | 82 | +942 | 9.92% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,324 | 519 | 0.01% | 0.02% | 83 | -2,803 | -21.35% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,230 | 514 | 0.0% | 0.0% | 84 | -3,034 | -22.87% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,221 | 514 | 0.03% | 0.03% | 85 | +996 | 10.8% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,832 | 494 | 0.02% | 0.02% | 86 | +684 | 7.48% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,656 | 485 | 0.0% | — | 87 | +9,656 | New | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 9,327 | 481 | 0.26% | 0.26% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,492 | 477 | 0.0% | — | 89 | +9,492 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,123 | 459 | 0.01% | 0.01% | 90 | +678 | 8.03% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Reduced | 9,125 | 459 | 0.05% | 0.06% | 91 | -340 | -3.59% | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,834 | 445 | 0.0% | 0.0% | 92 | +157 | 1.81% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,283 | 441 | 0.01% | — | 93 | +8,283 | New | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,405 | 423 | 0.0% | 0.0% | 94 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 8,350 | 420 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 8,297 | 417 | 0.22% | 0.24% | 96 | -8,502 | -50.61% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,240 | 414 | 0.01% | 0.01% | 97 | -970 | -10.53% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,158 | 412 | 0.0% | 0.0% | 98 | -1,511 | -15.63% | Q1 2026 | Apr 08, 2026 |
| Catalina Capital Group, LLC | History | No change | 7,766 | 390 | 0.23% | 0.24% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 7,549 | 387 | 0.32% | 0.36% | 100 | -686 | -8.33% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 7,494 | 377 | 0.03% | 0.03% | 101 | -1,125 | -13.05% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,319 | 368 | 0.0% | 0.0% | 102 | -111 | -1.49% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,314 | 368 | 0.06% | 0.07% | 103 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,870 | 345 | 0.01% | — | 104 | +6,870 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,702 | 337 | 0.0% | 0.02% | 105 | -16,720 | -71.39% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,489 | 326 | 0.01% | 0.02% | 106 | -2,271 | -25.92% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,220 | 313 | 0.01% | 0.01% | 107 | -158 | -2.48% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 6,031 | 304 | 0.06% | 0.1% | 108 | -5,396 | -47.22% | Q1 2026 | May 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 6,040 | 303 | 0.15% | 0.19% | 109 | -1,388 | -18.69% | Q1 2026 | Apr 02, 2026 |
| Share Andrew L. | History | No change | 6,000 | 301 | 0.14% | 0.16% | 110 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allie Family Office LLC | History | No change | 5,950 | 299 | 0.13% | 0.14% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,830 | 293 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,757 | 289 | 0.0% | 0.0% | 113 | +481 | 9.12% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | No change | 5,755 | 289 | 0.18% | 0.2% | 114 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | No change | 5,600 | 281 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 5,255 | 264 | 0.01% | 0.01% | 116 | +624 | 13.47% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,150 | 259 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 5,100 | 256 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,010 | 252 | 0.26% | — | 119 | +5,010 | New | Q1 2026 | May 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 4,995 | 251 | 0.08% | 0.08% | 120 | -22 | -0.44% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | No change | 4,947 | 248 | 0.05% | 0.06% | 121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MBL Wealth, LLC | History | New | 4,926 | 247 | 0.02% | — | 122 | +4,926 | New | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,850 | 244 | 0.0% | 0.0% | 123 | -441 | -8.33% | Q1 2026 | Apr 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,840 | 243 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | No change | 4,665 | 234 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 4,634 | 233 | 0.0% | 0.0% | 126 | -272 | -5.54% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,607 | 231 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequent Planning LLC | History | Reduced | 4,442 | 223 | 0.05% | 0.06% | 128 | -2 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | New | 4,361 | 219 | 0.02% | — | 129 | +4,361 | New | Q1 2026 | Apr 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,038 | 203 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Faithward Advisors, LLC | History | New | 3,988 | 200 | 0.03% | — | 131 | +3,988 | New | Q1 2026 | Apr 17, 2026 |
| Avion Wealth | History | No change | 3,951 | 198 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 3,372 | 169 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,256 | 164 | 0.0% | 0.0% | 134 | -450 | -12.14% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | No change | 3,006 | 152 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,000 | 150 | 0.0% | 0.0% | 136 | +2,500 | 500.0% | Q1 2026 | Jun 02, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,929 | 147 | 0.05% | 0.06% | 137 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 1,718 | 86 | 0.03% | 0.09% | 138 | -4,051 | -70.22% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 1,616 | 81 | 0.0% | 0.0% | 139 | -1,281 | -44.22% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,600 | 80 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,500 | 74 | 0.0% | — | 141 | +1,500 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,300 | 65 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,143 | 57 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,117 | 56 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 970 | 48 | 0.04% | — | 145 | +970 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 821 | 40 | 0.0% | 0.0% | 146 | +718 | 697.09% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 723 | 36 | 0.0% | 0.0% | 147 | +351 | 94.35% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | No change | 675 | 33 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 500 | 25 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 300 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 258 | 12 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 90 | 4 | 0.0% | 0.0% | 152 | -90 | -50.0% | Q1 2026 | May 04, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -15,952 | -100.0% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -14,470 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,282 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,769 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,596 | -100.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,161 | -100.0% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,960 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 16 | 0 | — | 0.07% | — | -1,734 | -99.09% | Q1 2026 | Apr 27, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -277 | -100.0% | Q1 2026 | May 19, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -138 | -88.46% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -69 | -88.46% | Q1 2026 | May 15, 2026 |