FIRST TRUST EXCHANGE-TRADED FUND VIII - GJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 670,809 | 30,202 | 0.01% | 0.0% | 1 | +481,664 | 254.65% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 479,367 | 21,581 | 0.03% | 0.03% | 2 | +27,328 | 6.05% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 423,037 | 19,046 | 3.25% | 3.61% | 3 | -13,273 | -3.04% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 303,873 | 13,681 | 0.01% | 0.01% | 4 | -362 | -0.12% | Q2 2026 | Aug 12, 2026 |
| Range Financial Group LLC | History | Reduced | 297,530 | 13,395 | 3.66% | 4.37% | 5 | -13,087 | -4.21% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 296,910 | 13,368 | 0.0% | 0.01% | 6 | -521,707 | -63.73% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 257,080 | 11,574 | 0.01% | 0.02% | 7 | -7,384 | -2.79% | Q2 2026 | Jul 29, 2026 |
| First International Bank of Israel Ltd. | History | No change | 205,000 | 9,229 | 2.52% | 2.53% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 173,392 | 7,806 | 1.05% | 5.75% | 9 | -692,957 | -79.99% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 163,293 | 7,352 | 0.0% | 0.0% | 10 | -6,464 | -3.81% | Q2 2026 | Aug 03, 2026 |
| Schulz Wealth, LTD. | History | New | 145,960 | 6,571 | 3.39% | — | 11 | +145,960 | New | Q2 2026 | Aug 26, 2026 |
| Arax Advisory Partners | History | Added to | 129,046 | 5,810 | 0.04% | 0.08% | 12 | +64,874 | 101.09% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 119,702 | 5,389 | 0.02% | 0.03% | 13 | -57,860 | -32.59% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 107,086 | 4,821 | 0.26% | 0.28% | 14 | -640 | -0.59% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 86,926 | 3,913 | 0.0% | 0.0% | 15 | +822 | 0.95% | Q2 2026 | Jul 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 84,702 | 3,813 | 1.23% | 1.29% | 16 | -133 | -0.16% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 84,569 | 3,807 | 0.25% | 0.27% | 17 | -759 | -0.89% | Q2 2026 | Jul 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 76,520 | 3,445 | 0.31% | 0.35% | 18 | -2,064 | -2.63% | Q2 2026 | Jul 16, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 68,836 | 3,099 | 0.77% | 0.79% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Americana Partners, LLC | History | Reduced | 67,456 | 3,037 | 0.07% | 0.11% | 20 | -32,426 | -32.46% | Q2 2026 | Aug 05, 2026 |
| Anfield Capital Management, LLC | History | No change | 68,702 | 2,879 | 0.79% | 0.79% | 21 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LM Advisors LLC | History | Added to | 60,841 | 2,739 | 0.32% | 0.98% | 22 | +58,245 | 2243.64% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 53,936 | 2,428 | 0.57% | 0.58% | 23 | +4,166 | 8.37% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 52,866 | 2,380 | 0.0% | 0.0% | 24 | +19,215 | 57.1% | Q2 2026 | Sep 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 49,507 | 2,228 | 0.02% | 0.02% | 25 | +130 | 0.26% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,446 | 2,001 | 0.0% | 0.01% | 26 | -87,049 | -66.2% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43,331 | 1,950 | 0.02% | 0.0% | 27 | +43,083 | 17372.18% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 39,239 | 1,766 | 0.0% | 0.0% | 28 | -297 | -0.75% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 39,119 | 1,761 | 0.09% | 0.09% | 29 | +2,210 | 5.99% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | Reduced | 37,861 | 1,704 | 0.0% | 0.0% | 30 | -600 | -1.56% | Q2 2026 | Aug 13, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 35,233 | 1,586 | 1.08% | 1.52% | 31 | -10,373 | -22.74% | Q2 2026 | Jul 07, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 34,848 | 1,568 | 0.72% | 0.78% | 32 | -872 | -2.44% | Q2 2026 | Jul 29, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 34,828 | 1,568 | 0.42% | 0.44% | 33 | -467 | -1.32% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 34,623 | 1,558 | 0.02% | 0.02% | 34 | -600 | -1.7% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Added to | 30,328 | 1,365 | 0.25% | 0.26% | 35 | +156 | 0.52% | Q2 2026 | Jul 20, 2026 |
| Ignite Planners, LLC | History | Reduced | 27,890 | 1,255 | 0.17% | 0.19% | 36 | -1,410 | -4.81% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 27,299 | 1,229 | 0.01% | 0.01% | 37 | -700 | -2.5% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 29,099 | 1,219 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,350 | 1,141 | 0.02% | 0.02% | 39 | +77 | 0.3% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 24,041 | 1,082 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 24,603 | 1,031 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | No change | 22,451 | 1,010 | 0.22% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,195 | 954 | 0.01% | 0.01% | 43 | -1,157 | -5.18% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,405 | 918 | 0.0% | 0.0% | 44 | +900 | 4.61% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 20,348 | 916 | 0.01% | 0.01% | 45 | -959 | -4.5% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Reduced | 20,040 | 902 | 0.19% | 0.26% | 46 | -6,103 | -23.34% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,937 | 897 | 0.02% | 0.02% | 47 | -2,425 | -10.84% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 19,298 | 868 | 0.13% | 0.07% | 48 | +10,682 | 123.98% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 18,066 | 815 | 0.02% | 0.03% | 49 | -3,704 | -17.01% | Q2 2026 | Jul 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 17,662 | 795 | 0.04% | 0.05% | 50 | -857 | -4.63% | Q2 2026 | Aug 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 16,737 | 753 | 0.12% | 0.13% | 51 | -2 | -0.01% | Q2 2026 | Jul 15, 2026 |
| Keystone Wealth Services, LLC | History | No change | 15,786 | 710 | 0.13% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LVZ, Inc. | History | No change | 15,681 | 706 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 15,237 | 686 | 0.09% | 0.1% | 54 | -34 | -0.22% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,681 | 660 | 0.0% | 0.0% | 55 | -30,693 | -67.64% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 13,860 | 624 | 0.01% | — | 56 | +13,860 | New | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 13,176 | 593 | 0.06% | — | 57 | +13,176 | New | Q2 2026 | Aug 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 14,006 | 586 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,820 | 577 | 0.0% | 0.0% | 59 | -1,706 | -11.74% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,785 | 575 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 12,369 | 556 | 0.16% | 0.16% | 61 | -16 | -0.13% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,277 | 552 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Catalina Capital Group, LLC | History | No change | 13,115 | 549 | 0.33% | 0.33% | 63 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | No change | 11,642 | 524 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | New | 11,475 | 516 | 0.0% | — | 65 | +11,475 | New | Q2 2026 | Aug 14, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 11,360 | 511 | 1.17% | 1.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 11,154 | 502 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 11,164 | 502 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,067 | 498 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 10,921 | 491 | 0.03% | 0.03% | 70 | +306 | 2.88% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,729 | 484 | 0.0% | 0.0% | 71 | -2,540 | -8.12% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,360 | 466 | 0.02% | 0.02% | 72 | -180 | -1.71% | Q2 2026 | Jul 23, 2026 |
| Synergy Asset Management, LLC | History | Added to | 10,177 | 458 | 0.04% | 0.03% | 73 | +2,308 | 29.33% | Q2 2026 | Jul 22, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 9,807 | 441 | 0.16% | 0.21% | 74 | -2,781 | -22.09% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 9,235 | 418 | 0.21% | 0.23% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,072 | 408 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,841 | 398 | 0.01% | 0.01% | 77 | +154 | 1.77% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Added to | 8,735 | 393 | 0.0% | 0.0% | 78 | +385 | 4.61% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,281 | 371 | 0.0% | 0.0% | 79 | +7,376 | 815.03% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,245 | 371 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,236 | 370 | 0.18% | 0.18% | 81 | -261 | -3.07% | Q2 2026 | Jul 31, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,057 | 362 | 0.21% | 0.23% | 82 | -465 | -5.46% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 7,967 | 358 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | New | 7,785 | 350 | 0.01% | — | 84 | +7,785 | New | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 7,564 | 340 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Reduced | 7,197 | 324 | 0.1% | 0.11% | 86 | -144 | -1.96% | Q2 2026 | Sep 09, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,107 | 319 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,000 | 315 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 6,836 | 307 | 0.05% | 0.06% | 89 | -14 | -0.2% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 6,792 | 305 | 0.04% | 0.04% | 90 | -200 | -2.86% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 6,750 | 303 | 0.0% | — | 91 | +6,750 | New | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | Reduced | 6,584 | 296 | 0.13% | 0.19% | 92 | -2,354 | -26.34% | Q2 2026 | Jul 01, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 6,136 | 276 | 0.12% | — | 93 | +6,136 | New | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,948 | 267 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,909 | 265 | 0.01% | 0.03% | 95 | -5,454 | -48.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,617 | 252 | 0.0% | 0.0% | 96 | -5,984 | -51.58% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | Reduced | 5,483 | 246 | 0.05% | 0.06% | 97 | -719 | -11.59% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,268 | 237 | 0.0% | 0.0% | 98 | -1,465 | -21.76% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | No change | 5,205 | 234 | 0.08% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,904 | 221 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| StoneX Group Inc. | History | New | 4,845 | 218 | 0.01% | — | 101 | +4,845 | New | Q2 2026 | Aug 12, 2026 |
| FWG Investments, LLC. | History | New | 4,637 | 208 | 0.11% | — | 102 | +4,637 | New | Q2 2026 | Jul 28, 2026 |
| NWF Advisory Services Inc. | History | New | 4,600 | 207 | 0.02% | — | 103 | +4,600 | New | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,590 | 206 | 0.0% | — | 105 | +4,590 | New | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,580 | 206 | 0.03% | 0.03% | 104 | -20 | -0.43% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 4,485 | 201 | 0.02% | — | 106 | +4,485 | New | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 4,482 | 201 | 0.05% | — | 107 | +4,482 | New | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | Added to | 4,447 | 200 | 0.0% | — | 108 | +4,446 | 444600.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 4,343 | 195 | 0.09% | 0.1% | 109 | -192 | -4.23% | Q2 2026 | Jul 30, 2026 |
| Benson Wealth Management INC | History | Reduced | 3,642 | 163 | 0.16% | 0.21% | 110 | -1 | -0.03% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 3,422 | 154 | 0.0% | — | 111 | +3,421 | 342100.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,547 | 114 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,255 | 101 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,025 | 91 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,440 | 64 | 0.0% | 0.0% | 116 | -63 | -4.19% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,435 | 64 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,386 | 62 | 0.0% | — | 117 | +1,386 | New | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,348 | 60 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,000 | 44 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 862 | 38 | 0.02% | — | 120 | +862 | New | Q2 2026 | Jul 29, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 630 | 28 | 0.01% | 0.02% | 122 | -200 | -24.1% | Q2 2026 | Sep 11, 2026 |
| Spire Wealth Management | History | No change | 625 | 28 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 450 | 20 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 404 | 18 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 370 | 16 | 0.0% | 0.0% | 125 | -6 | -1.6% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 72 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key Capital Management, INC | History | No change | 54 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -106,467 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -93,248 | -100.0% | Q2 2026 | Jul 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,969 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,033 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Private LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,794 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Aug 06, 2026 |