FIRST TRUST EXCHANGE-TRADED FUND VIII - GJUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,620,186 | 67,950 | 0.09% | 0.01% | 1 | +1,381,545 | 578.92% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 725,061 | 29,865 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 492,470 | 20,284 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 474,211 | 19,532 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 429,079 | 17,673 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 375,220 | 15,455 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 263,272 | 10,844 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 245,710 | 10,305 | 0.1% | 0.18% | 8 | -178,941 | -42.14% | Q3 2026 | Oct 15, 2026 |
| First International Bank of Israel Ltd. | History | No change | 200,000 | 8,388 | 3.39% | 2.25% | 9 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 145,351 | 6,096 | 0.02% | 0.02% | 10 | -3,511 | -2.36% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 141,194 | 5,815 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 111,532 | 4,677 | 2.8% | 2.86% | 12 | +2,602 | 2.39% | Q3 2026 | Oct 20, 2026 |
| MAI Capital Management | History | No change | 105,248 | 4,335 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 86,666 | 3,569 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schulz Wealth, LTD. | History | Added to | 58,314 | 2,445 | 1.15% | 1.19% | 15 | +2,428 | 4.34% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 55,499 | 2,328 | 0.01% | — | 16 | +55,499 | New | Q3 2026 | Nov 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 48,669 | 2,041 | 0.1% | 0.1% | 17 | +2,981 | 6.52% | Q3 2026 | Oct 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 45,627 | 1,879 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 43,979 | 1,811 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 43,132 | 1,776 | 0.57% | 0.57% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,784 | 1,638 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | Added to | 37,251 | 1,562 | 0.29% | 0.29% | 22 | +1,716 | 4.83% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,689 | 1,538 | 0.0% | 0.0% | 23 | +62 | 0.17% | Q3 2026 | Oct 30, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 36,262 | 1,522 | 0.27% | 0.28% | 24 | +191 | 0.53% | Q3 2026 | Nov 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 35,913 | 1,479 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 34,481 | 1,446 | 0.32% | 0.32% | 26 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 35,099 | 1,446 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Range Financial Group LLC | History | No change | 33,091 | 1,387 | 0.38% | 0.37% | 28 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LM Advisors LLC | History | No change | 31,290 | 1,288 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 31,020 | 1,277 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITY HOLDING CO | History | Reduced | 30,100 | 1,262 | 0.14% | 0.14% | 31 | -1,000 | -3.22% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | No change | 29,814 | 1,256 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 29,396 | 1,232 | 0.07% | 0.07% | 33 | -726 | -2.41% | Q3 2026 | Oct 26, 2026 |
| Nvest Financial, LLC | History | No change | 27,341 | 1,126 | 0.36% | 0.36% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 26,558 | 1,122 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 25,302 | 1,042 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 25,146 | 1,035 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 24,856 | 1,023 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 24,856 | 1,023 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Ignite Planners, LLC | History | Added to | 24,136 | 1,012 | 0.13% | 0.12% | 40 | +2,980 | 14.09% | Q3 2026 | Oct 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,198 | 955 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,111 | 951 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 21,935 | 903 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,800 | 897 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 19,947 | 837 | 0.01% | 0.0% | 45 | +2,638 | 15.24% | Q3 2026 | Oct 26, 2026 |
| Mutual Advisors, LLC | History | No change | 20,150 | 829 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,051 | 798 | 0.04% | 0.04% | 47 | +1,020 | 5.66% | Q3 2026 | Oct 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 18,750 | 788 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NovaPoint Capital, LLC | History | No change | 17,822 | 747 | 0.16% | 0.15% | 49 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,372 | 728 | 0.01% | 0.0% | 50 | +6,873 | 65.46% | Q3 2026 | Oct 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,945 | 710 | 0.04% | 0.03% | 51 | -2 | -0.01% | Q3 2026 | Nov 05, 2026 |
| Americana Partners, LLC | History | Reduced | 16,365 | 686 | 0.01% | 0.03% | 53 | -15,891 | -49.27% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,666 | 686 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | Reduced | 16,353 | 685 | 0.67% | 0.85% | 54 | -4,785 | -22.64% | Q3 2026 | Nov 04, 2026 |
| Madrona Financial Services, LLC | History | No change | 16,047 | 673 | 0.1% | 0.12% | 55 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 15,498 | 649 | 0.04% | 0.02% | 56 | +8,629 | 125.62% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,415 | 634 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 15,318 | 630 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,412 | 627 | 0.0% | 0.0% | 59 | +71 | 0.17% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,660 | 614 | 0.0% | 0.01% | 60 | -2,885 | -16.44% | Q3 2026 | Oct 08, 2026 |
| Santori & Peters, Inc. | History | Added to | 14,150 | 593 | 0.16% | 0.16% | 61 | +80 | 0.57% | Q3 2026 | Oct 26, 2026 |
| Harvest Investment Services, LLC | History | No change | 14,350 | 591 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 13,658 | 572 | 0.08% | 0.08% | 63 | +1,203 | 9.66% | Q3 2026 | Nov 04, 2026 |
| Sequent Planning LLC | History | No change | 13,596 | 560 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,435 | 553 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 12,962 | 533 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lionshead Wealth Management, LLC | History | New | 12,355 | 518 | 0.35% | — | 67 | +12,355 | New | Q3 2026 | Oct 21, 2026 |
| PKS Advisory Services, LLC | History | No change | 11,737 | 483 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Integrity Financial Corp /WA | History | No change | 11,584 | 477 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 10,782 | 457 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,880 | 456 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 10,598 | 444 | 0.3% | 0.33% | 72 | -110 | -1.03% | Q3 2026 | Oct 16, 2026 |
| Brookstone Capital Management | History | Reduced | 10,426 | 437 | 0.0% | 0.01% | 73 | -7,145 | -40.66% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,435 | 437 | 0.01% | 0.01% | 74 | +873 | 9.13% | Q3 2026 | Oct 08, 2026 |
| REAP Financial Group, LLC | History | Reduced | 10,254 | 430 | 0.07% | 0.09% | 75 | -2,177 | -17.51% | Q3 2026 | Nov 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 10,127 | 424 | 0.02% | — | 76 | +10,127 | New | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,782 | 402 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORDEN GROUP LLC | History | No change | 9,585 | 401 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,627 | 396 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,231 | 379 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,211 | 344 | 0.12% | 0.12% | 81 | +386 | 4.93% | Q3 2026 | Oct 15, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 7,933 | 332 | 0.1% | 0.1% | 82 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,839 | 328 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 7,714 | 323 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 7,660 | 321 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,665 | 315 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 7,647 | 314 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1776 Wealth LLC | History | No change | 7,560 | 311 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,275 | 305 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 6,868 | 282 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 6,611 | 277 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 6,697 | 275 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,548 | 274 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Seven Hills Financial, LLC | History | New | 6,080 | 254 | 0.15% | — | 94 | +6,080 | New | Q3 2026 | Oct 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,104 | 251 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,048 | 249 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVZ, Inc. | History | New | 5,853 | 245 | 0.03% | — | 97 | +5,853 | New | Q3 2026 | Oct 20, 2026 |
| StoneX Group Inc. | History | Reduced | 5,737 | 240 | 0.01% | 0.01% | 98 | -2,223 | -27.93% | Q3 2026 | Nov 03, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 5,720 | 239 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,778 | 237 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 5,747 | 236 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,527 | 231 | 0.01% | 0.1% | 102 | -78,647 | -93.43% | Q3 2026 | Oct 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,550 | 228 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,335 | 223 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,360 | 221 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 5,138 | 217 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Chris Bulman Inc | History | No change | 5,091 | 213 | 0.07% | 0.08% | 107 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| VestGen Investment Management | History | No change | 5,070 | 208 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,900 | 201 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 4,870 | 200 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,682 | 196 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 4,372 | 183 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,000 | 167 | 0.02% | — | 113 | +4,000 | New | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,850 | 161 | 0.0% | 0.0% | 114 | -2,900 | -42.96% | Q3 2026 | Nov 03, 2026 |
| GoalVest Advisory LLC | History | Reduced | 3,783 | 158 | 0.03% | 0.03% | 115 | -333 | -8.09% | Q3 2026 | Oct 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,357 | 138 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,068 | 125 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,921 | 122 | 0.0% | 0.01% | 118 | -4,395 | -60.07% | Q3 2026 | Oct 16, 2026 |
| Benson Wealth Management INC | History | No change | 2,100 | 86 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 1,986 | 81 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,900 | 77 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,142 | 47 | 0.02% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,113 | 46 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,005 | 41 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | No change | 670 | 28 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 675 | 27 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 632 | 25 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 581 | 24 | 0.01% | 0.01% | 128 | -26 | -4.28% | Q3 2026 | Nov 02, 2026 |
| IMG Wealth Management, Inc. | History | No change | 412 | 17 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 285 | 11 | 0.0% | 0.0% | 131 | +101 | 54.89% | Q3 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 177 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 64 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.69% | — | -104,305 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,219 | -100.0% | Q3 2026 | Oct 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,459 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -11,283 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,093 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2026 | Oct 29, 2026 |
| IFG Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |