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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 725,061 | 29,865 | 0.01% | 0.0% | 1 | +493,721 | 213.42% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 492,470 | 20,284 | 0.02% | 0.02% | 2 | +131,670 | 36.49% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 474,211 | 19,532 | 0.0% | 0.0% | 3 | +248,776 | 110.35% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 429,079 | 17,673 | 0.02% | 0.01% | 4 | +306,090 | 248.88% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 424,651 | 17,491 | 0.18% | 0.12% | 5 | +161,365 | 61.29% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 375,220 | 15,455 | 0.0% | 0.0% | 6 | +213,649 | 132.23% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 263,272 | 10,844 | 0.01% | 0.01% | 7 | -5,358 | -1.99% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 238,641 | 9,829 | 0.01% | 0.01% | 8 | +24,758 | 11.58% | Q2 2026 | Jul 29, 2026 |
| First International Bank of Israel Ltd. | History | No change | 200,000 | 8,238 | 2.25% | 2.32% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 148,862 | 6,131 | 0.02% | 0.03% | 10 | -23,044 | -13.41% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 141,194 | 5,815 | 0.01% | 0.01% | 11 | -6,037 | -4.1% | Q2 2026 | Aug 12, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 108,930 | 4,486 | 2.86% | 3.18% | 12 | +601 | 0.55% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Added to | 105,248 | 4,335 | 0.02% | 0.0% | 13 | +93,534 | 798.48% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | New | 104,305 | 4,296 | 2.69% | — | 14 | +104,305 | New | Q2 2026 | Jul 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 92,385 | 3,641 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 86,666 | 3,569 | 0.08% | 0.03% | 16 | +54,664 | 170.81% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 84,174 | 3,467 | 0.1% | 0.1% | 17 | -10,883 | -11.45% | Q2 2026 | Aug 11, 2026 |
| Schulz Wealth, LTD. | History | New | 55,886 | 2,301 | 1.19% | — | 18 | +55,886 | New | Q2 2026 | Aug 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 45,688 | 1,881 | 0.1% | 0.1% | 19 | +2,426 | 5.61% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 45,627 | 1,879 | 0.02% | 0.02% | 20 | -1,712 | -3.62% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 43,979 | 1,811 | 0.03% | 0.03% | 21 | -200 | -0.45% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 43,132 | 1,776 | 0.57% | 0.4% | 22 | +14,942 | 53.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,784 | 1,638 | 0.0% | 0.0% | 23 | -30,191 | -43.15% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,627 | 1,508 | 0.0% | 0.0% | 24 | +939 | 2.63% | Q2 2026 | Jul 28, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 36,071 | 1,485 | 0.28% | 0.31% | 25 | -500 | -1.37% | Q2 2026 | Aug 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 35,913 | 1,479 | 0.05% | 0.02% | 26 | +21,955 | 157.29% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | Added to | 35,535 | 1,463 | 0.29% | 0.26% | 27 | +4,576 | 14.78% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 35,099 | 1,446 | 0.02% | — | 28 | +35,099 | New | Q2 2026 | Aug 10, 2026 |
| Diligent Investors, LLC | History | Added to | 34,481 | 1,420 | 0.32% | 0.31% | 29 | +2,350 | 7.31% | Q2 2026 | Jul 24, 2026 |
| Range Financial Group LLC | History | New | 33,091 | 1,363 | 0.37% | — | 30 | +33,091 | New | Q2 2026 | Jul 15, 2026 |
| Americana Partners, LLC | History | Reduced | 32,256 | 1,328 | 0.03% | 0.1% | 31 | -62,220 | -65.86% | Q2 2026 | Aug 05, 2026 |
| LM Advisors LLC | History | Added to | 31,290 | 1,288 | 0.15% | 0.49% | 32 | +30,062 | 2448.05% | Q2 2026 | Aug 12, 2026 |
| CITY HOLDING CO | History | No change | 31,100 | 1,280 | 0.14% | 0.15% | 33 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighTower Advisors, LLC | History | New | 31,020 | 1,277 | 0.0% | — | 34 | +31,020 | New | Q2 2026 | Aug 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 30,122 | 1,253 | 0.07% | 0.09% | 35 | +1,003 | 3.44% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 29,814 | 1,228 | 0.06% | 0.06% | 36 | -151 | -0.5% | Q2 2026 | Jul 23, 2026 |
| Nvest Financial, LLC | History | No change | 27,341 | 1,126 | 0.36% | 0.4% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 26,558 | 1,097 | 0.03% | 0.01% | 38 | +16,499 | 164.02% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,302 | 1,042 | 0.0% | 0.0% | 39 | +3,692 | 17.08% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 25,146 | 1,035 | 0.01% | 0.01% | 40 | -108 | -0.43% | Q2 2026 | Sep 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,198 | 955 | 0.04% | 0.03% | 41 | +5,820 | 33.49% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,111 | 951 | 0.0% | 0.0% | 42 | +2,740 | 13.45% | Q2 2026 | Aug 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 21,935 | 903 | 0.05% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 21,800 | 897 | 0.01% | — | 44 | +21,800 | New | Q2 2026 | Aug 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 21,156 | 871 | 0.12% | 0.16% | 45 | -4,463 | -17.42% | Q2 2026 | Jul 23, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 21,138 | 870 | 0.85% | — | 46 | +21,138 | New | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,150 | 829 | 0.02% | 0.01% | 47 | +6,551 | 48.17% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 18,750 | 788 | 0.04% | 0.05% | 48 | -366 | -1.91% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | New | 18,219 | 750 | 0.04% | — | 49 | +18,219 | New | Q2 2026 | Jul 23, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 18,031 | 742 | 0.04% | 0.06% | 50 | -2,792 | -13.41% | Q2 2026 | Aug 04, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 17,822 | 734 | 0.15% | 0.4% | 51 | -22,818 | -56.15% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | Added to | 17,571 | 723 | 0.01% | 0.0% | 52 | +7,744 | 78.8% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,545 | 722 | 0.01% | 0.0% | 53 | +14,300 | 440.68% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 17,309 | 713 | 0.0% | — | 54 | +17,309 | New | Q2 2026 | Jul 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,947 | 698 | 0.03% | 0.09% | 55 | -25,394 | -59.97% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,666 | 686 | 0.0% | 0.0% | 56 | +3,325 | 24.92% | Q2 2026 | Aug 13, 2026 |
| Madrona Financial Services, LLC | History | New | 16,047 | 660 | 0.12% | — | 57 | +16,047 | New | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,415 | 634 | 0.01% | 0.0% | 58 | +14,277 | 1254.57% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 15,318 | 630 | 0.0% | 0.01% | 59 | +7,659 | 100.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,341 | 615 | 0.0% | 0.0% | 60 | +18,949 | 84.62% | Q2 2026 | Jul 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 14,350 | 591 | 0.09% | 0.11% | 61 | -934 | -6.11% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | No change | 14,070 | 579 | 0.16% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequent Planning LLC | History | Reduced | 13,596 | 560 | 0.12% | 0.2% | 63 | -7,185 | -34.57% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,435 | 553 | 0.0% | 0.0% | 64 | -1,008 | -6.98% | Q2 2026 | Aug 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 12,962 | 533 | 0.13% | 0.21% | 65 | -6,579 | -33.67% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 12,455 | 513 | 0.08% | 0.08% | 66 | +2,635 | 26.83% | Q2 2026 | Aug 10, 2026 |
| REAP Financial Group, LLC | History | Reduced | 12,431 | 512 | 0.09% | 0.1% | 67 | -450 | -3.49% | Q2 2026 | Aug 04, 2026 |
| PKS Advisory Services, LLC | History | New | 11,737 | 483 | 0.08% | — | 68 | +11,737 | New | Q2 2026 | Aug 04, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 11,584 | 477 | 0.23% | 0.3% | 69 | -3,700 | -24.21% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,459 | 471 | 0.01% | 0.02% | 70 | -12,767 | -52.7% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,283 | 464 | 0.1% | — | 71 | +11,283 | New | Q2 2026 | Jul 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,880 | 448 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 10,782 | 444 | 0.12% | — | 73 | +10,782 | New | Q2 2026 | Jul 23, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 10,708 | 441 | 0.33% | 0.43% | 74 | -522 | -4.65% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,499 | 432 | 0.0% | 0.0% | 75 | +2,598 | 32.88% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,782 | 402 | 0.0% | 0.0% | 76 | -11,114 | -53.19% | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,627 | 396 | 0.01% | — | 77 | +9,627 | New | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 9,585 | 394 | 0.03% | 0.04% | 78 | -580 | -5.71% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,562 | 393 | 0.01% | 0.01% | 79 | +168 | 1.79% | Q2 2026 | Jul 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,231 | 379 | 0.0% | 0.0% | 80 | +2,450 | 36.13% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 7,960 | 327 | 0.01% | — | 81 | +7,960 | New | Q2 2026 | Aug 12, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 7,933 | 326 | 0.1% | 0.11% | 82 | +413 | 5.49% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,839 | 322 | 0.01% | 0.01% | 83 | +371 | 4.97% | Q2 2026 | Jul 31, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 7,825 | 322 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Catalina Capital Group, LLC | History | No change | 8,110 | 319 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 7,714 | 317 | 0.04% | 0.05% | 86 | -413 | -5.08% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,665 | 315 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 7,660 | 315 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,647 | 314 | 0.0% | 0.0% | 89 | -1 | -0.01% | Q2 2026 | Aug 03, 2026 |
| 1776 Wealth LLC | History | No change | 7,560 | 311 | 0.11% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,316 | 301 | 0.01% | 0.01% | 91 | -75 | -1.01% | Q2 2026 | Jul 20, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,275 | 299 | 0.05% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 6,868 | 282 | 0.02% | 0.01% | 94 | +705 | 11.44% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,869 | 282 | 0.02% | 0.02% | 93 | +685 | 11.08% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | No change | 6,750 | 278 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 6,697 | 275 | 0.08% | 0.06% | 96 | +1,516 | 29.26% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | New | 6,611 | 272 | 0.0% | — | 97 | +6,611 | New | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 6,548 | 269 | 0.08% | 0.06% | 98 | +1,935 | 41.95% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,104 | 251 | 0.0% | 0.0% | 99 | +609 | 11.08% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,048 | 249 | 0.0% | 0.0% | 100 | -204 | -3.26% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 5,778 | 237 | 0.03% | 0.04% | 101 | -491 | -7.83% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,747 | 236 | 0.0% | 0.0% | 102 | -84 | -1.44% | Q2 2026 | Aug 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 5,720 | 235 | 0.06% | 0.07% | 103 | -110 | -1.89% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 5,550 | 228 | 0.0% | — | 104 | +5,550 | New | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,360 | 221 | 0.01% | 0.02% | 105 | -5,124 | -48.87% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,335 | 219 | 0.0% | 0.0% | 106 | +120 | 2.3% | Q2 2026 | Jul 28, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 5,138 | 211 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Commonwealth Financial Services, LLC | History | New | 5,093 | 209 | 0.03% | — | 109 | +5,093 | New | Q2 2026 | Jul 15, 2026 |
| Chris Bulman Inc | History | Reduced | 5,091 | 209 | 0.08% | 0.13% | 108 | -2,165 | -29.84% | Q2 2026 | Jul 22, 2026 |
| VestGen Investment Management | History | Reduced | 5,070 | 208 | 0.11% | 0.37% | 110 | -11,928 | -70.17% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,900 | 201 | 0.0% | 0.0% | 111 | +2,450 | 100.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | Added to | 4,870 | 200 | 0.0% | 0.0% | 112 | +304 | 6.66% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,682 | 192 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 4,372 | 180 | 0.08% | — | 114 | +4,372 | New | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | No change | 4,116 | 169 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,357 | 138 | 0.01% | — | 116 | +3,357 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,068 | 125 | 0.0% | — | 117 | +3,068 | New | Q2 2026 | Aug 12, 2026 |
| Benson Wealth Management INC | History | No change | 2,100 | 86 | 0.09% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 1,986 | 81 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,900 | 77 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,142 | 47 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,113 | 45 | 0.05% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REXFORD CAPITAL INC | History | New | 1,005 | 41 | 0.03% | — | 124 | +1,005 | New | Q2 2026 | Jul 29, 2026 |
| Bullseye Investment Management, LLC | History | No change | 1,000 | 41 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Sep 11, 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 |
| Lloyd Advisory Services, LLC. | History | New | 607 | 25 | 0.01% | — | 128 | +607 | New | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 632 | 25 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 506 | 19 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 412 | 16 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 300 | 12 | 0.01% | — | 131 | +300 | New | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | New | 200 | 8 | 0.0% | — | 132 | +200 | New | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 184 | 7 | 0.0% | 0.0% | 133 | -745 | -80.19% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | New | 177 | 7 | 0.0% | — | 134 | +177 | New | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 64 | 2 | 0.0% | — | 135 | +64 | New | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -49,670 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ACT Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.6% | — | -35,808 | -100.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,470 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -14,913 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,976 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,655 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -7,499 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,232 | -100.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,180 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 12, 2026 |