FIRST TRUST EXCHANGE-TRADED FUND VIII - GJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,108,262 | 45,805 | 0.01% | 0.02% | 1 | -359,702 | -24.5% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 681,768 | 28,177 | 0.04% | 0.04% | 2 | -107,076 | -13.57% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 432,555 | 17,877 | 0.02% | 0.02% | 3 | -18,596 | -4.12% | Q4 2025 | Feb 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 376,737 | 15,570 | 5.7% | — | 4 | +376,737 | New | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 314,413 | 12,994 | 0.0% | 0.0% | 5 | +5,942 | 1.93% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 266,477 | 11,013 | 0.0% | 0.0% | 6 | +10,243 | 4.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 237,546 | 9,817 | 0.01% | 0.01% | 7 | -5,065 | -2.09% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 198,496 | 8,203 | 0.03% | 0.04% | 8 | +4,964 | 2.56% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 194,422 | 8,035 | 0.01% | 0.01% | 9 | +1,923 | 1.0% | Q4 2025 | Feb 02, 2026 |
| DAGCO, INC. | History | Reduced | 178,887 | 7,393 | 1.71% | 1.87% | 10 | -4,503 | -2.46% | Q4 2025 | Jan 08, 2026 |
| Americana Partners, LLC | History | Reduced | 174,410 | 7,208 | 0.2% | 0.24% | 11 | -25,051 | -12.56% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 166,158 | 6,867 | 0.08% | 0.06% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 114,490 | 4,731 | 0.01% | 0.01% | 13 | +7,218 | 6.73% | Q4 2025 | Feb 13, 2026 |
| Schulz Wealth, LTD. | History | No change | 101,095 | 4,178 | 2.68% | 2.71% | 14 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 98,086 | 4,053 | 0.27% | 0.28% | 15 | -2,500 | -2.49% | Q4 2025 | Feb 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 85,240 | 3,523 | 0.01% | 0.01% | 16 | -2,871 | -3.26% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 53,604 | 2,215 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 48,170 | 1,990 | 0.0% | 0.0% | 18 | -4,158 | -7.95% | Q4 2025 | Feb 06, 2026 |
| CITY HOLDING CO | History | Reduced | 47,775 | 1,974 | 0.24% | 0.25% | 19 | -600 | -1.24% | Q4 2025 | Jan 22, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 43,032 | 1,778 | 1.29% | 1.28% | 20 | +762 | 1.8% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 42,183 | 1,743 | 0.04% | 0.04% | 21 | -122 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 40,804 | 1,686 | 0.0% | 0.0% | 22 | -5,876 | -12.59% | Q4 2025 | Feb 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 34,000 | 1,405 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 33,232 | 1,373 | 0.42% | 8.18% | 24 | -589,584 | -94.66% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,215 | 1,372 | 0.0% | 0.01% | 25 | -245 | -0.73% | Q4 2025 | Feb 18, 2026 |
| Kestra Investment Management, LLC | History | Added to | 31,813 | 1,314 | 0.03% | 0.03% | 26 | +2,648 | 9.08% | Q4 2025 | Feb 09, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 29,491 | 1,218 | 0.34% | 0.35% | 27 | -12 | -0.04% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 28,579 | 1,181 | 0.03% | 0.03% | 28 | -13,912 | -32.74% | Q4 2025 | Feb 17, 2026 |
| E&G Advisors, LP | History | No change | 27,200 | 1,124 | 0.25% | 0.26% | 29 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, LLC | History | Reduced | 26,493 | 1,094 | 0.27% | 0.27% | 30 | -122 | -0.46% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 23,973 | 990 | 0.01% | 0.01% | 31 | -5,791 | -19.46% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 22,379 | 924 | 0.1% | 0.11% | 32 | -2,540 | -10.19% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 21,947 | 907 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 21,219 | 876 | 0.04% | — | 34 | +21,219 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 20,557 | 849 | 0.01% | — | 35 | +20,557 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 20,557 | 849 | 0.04% | 0.06% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,826 | 819 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Integrity Financial Corp /WA | History | No change | 18,827 | 778 | 0.39% | 0.36% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Reduced | 18,350 | 758 | 0.13% | 0.18% | 39 | -6,500 | -26.16% | Q4 2025 | Jan 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 18,208 | 752 | 0.02% | 0.03% | 40 | -178 | -0.97% | Q4 2025 | Jan 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 17,943 | 741 | 0.28% | 0.28% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,725 | 732 | 0.0% | 0.0% | 42 | +10,204 | 135.67% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,546 | 725 | 0.01% | 0.01% | 43 | -650 | -3.57% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,196 | 710 | 0.0% | 0.39% | 44 | -1,485,326 | -98.86% | Q4 2025 | Jan 26, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 16,824 | 695 | 0.15% | 0.18% | 45 | -55 | -0.33% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,267 | 631 | 0.0% | — | 46 | +15,267 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,979 | 619 | 0.08% | — | 47 | +14,979 | New | Q4 2025 | Feb 09, 2026 |
| Nvest Financial, LLC | History | Added to | 13,865 | 573 | 0.24% | 0.28% | 48 | +1,970 | 16.56% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,693 | 565 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | No change | 12,393 | 512 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,560 | 477 | 0.0% | 0.0% | 51 | -1,100 | -8.69% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 11,528 | 476 | 0.15% | 0.15% | 52 | -1 | -0.01% | Q4 2025 | Feb 03, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 11,311 | 467 | 0.05% | 0.06% | 53 | -2,477 | -17.96% | Q4 2025 | Feb 12, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 11,069 | 457 | 0.12% | 0.39% | 54 | -25,638 | -69.84% | Q4 2025 | Jan 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 10,960 | 452 | 0.05% | 0.06% | 55 | -600 | -5.19% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,568 | 436 | 0.0% | 0.0% | 56 | +2,484 | 30.73% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | No change | 10,434 | 431 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 9,970 | 412 | 0.25% | 0.14% | 58 | +4,547 | 83.85% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,950 | 411 | 0.01% | 0.01% | 59 | -1,979 | -16.59% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | No change | 9,812 | 405 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,757 | 403 | 0.01% | 0.01% | 61 | -1,682 | -14.7% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,294 | 384 | 0.0% | 0.0% | 62 | +823 | 9.72% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,066 | 374 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,034 | 373 | 0.01% | 0.01% | 64 | +361 | 4.16% | Q4 2025 | Jan 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,000 | 371 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 9,000 | 371 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 8,972 | 370 | 0.08% | 0.11% | 67 | -3,064 | -25.46% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Reduced | 8,688 | 359 | 0.08% | 2.99% | 68 | -317,746 | -97.34% | Q4 2025 | Jan 30, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 8,613 | 355 | 0.03% | 0.03% | 69 | -180 | -2.05% | Q4 2025 | Jan 16, 2026 |
| XY Planning Network, Inc. | History | No change | 8,396 | 347 | 0.06% | 0.11% | 70 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Reduced | 8,216 | 339 | 0.0% | 0.0% | 71 | -14 | -0.17% | Q4 2025 | Jan 15, 2026 |
| MBL Wealth, LLC | History | New | 8,000 | 330 | 0.03% | — | 72 | +8,000 | New | Q4 2025 | Jan 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,990 | 330 | 0.01% | 0.01% | 73 | -92 | -1.14% | Q4 2025 | Jan 14, 2026 |
| Sequent Planning LLC | History | Reduced | 7,946 | 328 | 0.08% | 0.1% | 74 | -590 | -6.91% | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 7,849 | 325 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 7,727 | 319 | 0.02% | — | 76 | +7,727 | New | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,418 | 308 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 7,369 | 304 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,206 | 297 | 0.0% | 0.0% | 79 | +432 | 6.38% | Q4 2025 | Jan 29, 2026 |
| Madrona Financial Services, LLC | History | No change | 7,020 | 290 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PKS Advisory Services, LLC | History | No change | 6,857 | 283 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,735 | 278 | 0.03% | 0.03% | 83 | -555 | -7.61% | Q4 2025 | Mar 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,733 | 278 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,470 | 267 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,418 | 265 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,405 | 264 | 0.17% | 0.24% | 87 | -2,163 | -25.25% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,389 | 264 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Next Level Private LLC | History | No change | 6,110 | 252 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 5,800 | 240 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 5,735 | 237 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,496 | 227 | 0.03% | — | 91 | +5,496 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 5,345 | 220 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,320 | 219 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 5,262 | 217 | 0.07% | 0.07% | 94 | -665 | -11.22% | Q4 2025 | Feb 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,234 | 216 | 0.02% | 0.02% | 95 | -74 | -1.39% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,965 | 205 | 0.0% | 0.0% | 96 | -496 | -9.08% | Q4 2025 | Mar 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 4,886 | 202 | 0.01% | — | 97 | +4,886 | New | Q4 2025 | Jan 15, 2026 |
| Triumph Capital Management | History | Reduced | 4,772 | 197 | 0.04% | 0.08% | 98 | -2,968 | -38.35% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,441 | 185 | 0.0% | 0.0% | 99 | +300 | 7.24% | Q4 2025 | Jan 08, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,250 | 175 | 0.18% | 0.19% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 3,722 | 153 | 0.11% | — | 101 | +3,722 | New | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,654 | 151 | 0.0% | 0.0% | 102 | -1,501 | -29.12% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 3,639 | 150 | 0.0% | 0.0% | 103 | +43 | 1.2% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,153 | 130 | 0.0% | — | 104 | +3,153 | New | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | No change | 2,016 | 83 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 1,994 | 82 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | No change | 1,986 | 82 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,963 | 81 | 0.08% | — | 108 | +1,963 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 1,921 | 79 | 0.0% | 0.0% | 109 | -3,046 | -61.32% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,893 | 78 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,750 | 72 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Camelot Portfolios, LLC | History | New | 1,686 | 69 | 0.04% | — | 113 | +1,686 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,681 | 69 | 0.0% | 0.0% | 112 | +75 | 4.67% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,630 | 67 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,495 | 61 | 0.02% | 0.15% | 115 | -4,541 | -75.23% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,291 | 53 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,225 | 50 | 0.0% | 0.0% | 117 | -82 | -6.27% | Q4 2025 | Jan 28, 2026 |
| Benson Wealth Management INC | History | New | 1,200 | 49 | 0.05% | — | 118 | +1,200 | New | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 950 | 39 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 807 | 33 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 796 | 32 | 0.01% | 2.0% | 121 | -104,202 | -99.24% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 428 | 17 | 0.01% | 0.04% | 122 | -8,007 | -94.93% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 381 | 15 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 325 | 13 | 0.0% | — | 124 | +325 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | New | 308 | 12 | 0.0% | — | 125 | +308 | New | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 235 | 9 | 0.0% | 0.0% | 127 | -356 | -60.24% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 228 | 9 | 0.0% | — | 126 | +228 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 64 | 2 | 0.0% | — | 128 | +64 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 32 | 1 | 0.0% | — | 129 | +32 | New | Q4 2025 | Feb 13, 2026 |
| FSR Wealth Management Ltd. | History | Closed out | 0 | 0 | — | 8.83% | — | -183,892 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -129,108 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -122,043 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -41,076 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.22% | — | -37,983 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FWG Investments, LLC. | History | Closed out | 0 | 0 | — | 0.65% | — | -23,540 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -22,526 | -100.0% | Q3 2025 | Feb 26, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.04% | — | -20,443 | -100.0% | Q3 2025 | Oct 28, 2025 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -17,351 | -100.0% | Q3 2025 | Feb 27, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,762 | -100.0% | Q3 2025 | Oct 22, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,690 | -100.0% | Q3 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,500 | -100.0% | Q3 2025 | Oct 08, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,805 | -100.0% | Q3 2025 | Oct 31, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,929 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -12,611 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,105 | -100.0% | Q3 2025 | Oct 27, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,628 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -977 | -100.0% | Q3 2025 | Oct 27, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -976 | -100.0% | Q3 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Nov 18, 2025 |