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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 1,228 | 31,290 | 0.49% | 0.56% | 1 | -11 | -0.89% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 360,800 | 14,222 | 0.02% | 0.01% | 2 | +93,466 | 34.96% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 268,630 | 10,589 | 0.01% | 0.01% | 3 | +28,340 | 11.79% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 263,286 | 10,378 | 0.12% | 0.1% | 4 | +36,174 | 15.93% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 231,340 | 9,119 | 0.0% | 0.0% | 5 | -18,644 | -7.46% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 225,435 | 8,886 | 0.0% | 0.0% | 6 | +153,777 | 214.6% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 213,883 | 8,431 | 0.01% | 0.01% | 7 | -40,932 | -16.06% | Q1 2026 | Apr 27, 2026 |
| First International Bank of Israel Ltd. | History | No change | 200,000 | 7,884 | 2.32% | 3.78% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,906 | 6,776 | 0.03% | 0.03% | 9 | +7,366 | 4.48% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 161,571 | 6,369 | 0.0% | 0.0% | 10 | -2,730 | -1.66% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 147,231 | 5,803 | 0.01% | 0.01% | 11 | -21,074 | -12.52% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 122,989 | 4,848 | 0.01% | 0.01% | 12 | -55,845 | -31.23% | Q1 2026 | May 15, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 108,329 | 4,270 | 3.18% | 3.02% | 13 | +3,163 | 3.01% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Added to | 95,057 | 3,884 | 0.1% | 0.13% | 14 | +16,495 | 21.0% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Reduced | 94,476 | 3,724 | 0.1% | 0.13% | 15 | -26,551 | -21.94% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 92,385 | 3,641 | 0.23% | 0.25% | 16 | -1,200 | -1.28% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 69,975 | 2,758 | 0.0% | 0.01% | 17 | +331 | 0.48% | Q1 2026 | May 14, 2026 |
| Schulz Wealth, LTD. | History | No change | 56,646 | 2,243 | 1.44% | 1.44% | 18 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 49,670 | 1,958 | 0.01% | 0.01% | 19 | -2,015 | -3.9% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 47,339 | 1,866 | 0.02% | 0.02% | 20 | +535 | 1.14% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 44,179 | 1,741 | 0.03% | 0.03% | 21 | +579 | 1.33% | Q1 2026 | May 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 43,262 | 1,738 | 0.1% | 0.09% | 22 | +5,452 | 14.42% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 42,341 | 1,669 | 0.09% | 0.09% | 23 | +820 | 1.97% | Q1 2026 | Apr 15, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 40,640 | 1,602 | 0.4% | 0.42% | 24 | -983 | -2.36% | Q1 2026 | May 06, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 36,571 | 1,441 | 0.31% | 1.15% | 25 | -98,790 | -72.98% | Q1 2026 | May 13, 2026 |
| ACT Advisors, LLC. | History | No change | 35,808 | 1,411 | 0.6% | 0.56% | 26 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 35,688 | 1,406 | 0.0% | 0.0% | 27 | +12 | 0.03% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 32,470 | 1,279 | 0.0% | — | 28 | +32,470 | New | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 32,131 | 1,266 | 0.31% | 0.32% | 29 | -526 | -1.61% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 32,002 | 1,261 | 0.03% | 0.02% | 30 | +16,128 | 101.6% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 31,100 | 1,225 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Archer Investment Corp | History | No change | 30,959 | 1,220 | 0.26% | 0.28% | 32 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 29,965 | 1,181 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 29,119 | 1,147 | 0.09% | 0.1% | 34 | +2,147 | 7.96% | Q1 2026 | Apr 16, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 28,190 | 1,111 | 0.4% | 0.42% | 35 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nvest Financial, LLC | History | No change | 27,341 | 1,077 | 0.4% | 0.45% | 36 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Reduced | 25,619 | 1,009 | 0.16% | 0.21% | 37 | -8,148 | -24.13% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 25,254 | 995 | 0.01% | 0.01% | 38 | -110 | -0.43% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 24,226 | 954 | 0.02% | 0.03% | 39 | -12,463 | -33.97% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 21,935 | 892 | 0.06% | 0.06% | 40 | -17 | -0.08% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,610 | 851 | 0.0% | 0.0% | 41 | -4,759 | -18.05% | Q1 2026 | Jun 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,896 | 823 | 0.0% | 0.0% | 42 | +14,228 | 213.38% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 20,823 | 820 | 0.06% | — | 43 | +20,823 | New | Q1 2026 | Apr 17, 2026 |
| Sequent Planning LLC | History | Reduced | 20,781 | 819 | 0.2% | 0.22% | 44 | -885 | -4.08% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,371 | 803 | 0.0% | 0.0% | 45 | +9,226 | 82.78% | Q1 2026 | May 04, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 19,541 | 770 | 0.21% | 0.22% | 46 | -678 | -3.35% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 19,116 | 753 | 0.05% | — | 47 | +19,116 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,378 | 685 | 0.03% | 0.03% | 48 | -309 | -1.75% | Q1 2026 | May 12, 2026 |
| VestGen Investment Management | History | New | 16,998 | 670 | 0.37% | — | 49 | +16,998 | New | Q1 2026 | May 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 15,284 | 602 | 0.11% | 0.13% | 50 | -2,342 | -13.29% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 15,284 | 602 | 0.3% | 0.31% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14,913 | 588 | 0.0% | 0.0% | 52 | -2,304 | -13.38% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,443 | 569 | 0.0% | 0.01% | 53 | -63,045 | -81.36% | Q1 2026 | Apr 22, 2026 |
| Santori & Peters, Inc. | History | No change | 14,070 | 554 | 0.17% | 0.19% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 13,958 | 550 | 0.02% | 0.02% | 55 | +553 | 4.13% | Q1 2026 | May 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 13,700 | 542 | 0.93% | 0.93% | 56 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | No change | 13,599 | 536 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 13,341 | 525 | 0.0% | 0.0% | 58 | -1,200 | -8.25% | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | Reduced | 12,881 | 507 | 0.1% | 0.1% | 59 | -167 | -1.28% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,392 | 487 | 0.0% | 0.0% | 60 | -7,212 | -24.36% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,800 | 467 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 11,714 | 461 | 0.0% | 0.0% | 62 | -131 | -1.11% | Q1 2026 | May 15, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 11,230 | 444 | 0.43% | 0.46% | 63 | -1,060 | -8.62% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,880 | 428 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,484 | 413 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NORDEN GROUP LLC | History | Reduced | 10,165 | 400 | 0.04% | 0.04% | 66 | -1,435 | -12.37% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 10,059 | 398 | 0.01% | 0.01% | 67 | -1,460 | -12.67% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 9,827 | 387 | 0.0% | 0.0% | 68 | -812 | -7.63% | Q1 2026 | Apr 16, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 9,820 | 387 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,394 | 370 | 0.01% | 0.01% | 70 | +179 | 1.94% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,976 | 353 | 0.01% | — | 71 | +8,976 | New | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 8,127 | 320 | 0.05% | 0.06% | 72 | -3,310 | -28.94% | Q1 2026 | May 26, 2026 |
| Catalina Capital Group, LLC | History | No change | 8,110 | 319 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,901 | 311 | 0.0% | — | 74 | +7,901 | New | Q1 2026 | Apr 20, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 7,825 | 308 | 0.12% | 0.14% | 75 | -536 | -6.41% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,665 | 302 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | New | 7,659 | 301 | 0.01% | — | 80 | +7,659 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,655 | 301 | 0.0% | 0.0% | 78 | -4,117 | -34.97% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 7,660 | 301 | 0.04% | 0.05% | 77 | -103 | -1.33% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,648 | 301 | 0.0% | 0.0% | 79 | -70 | -0.91% | Q1 2026 | May 13, 2026 |
| 1776 Wealth LLC | History | No change | 7,560 | 298 | 0.12% | 0.11% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 7,520 | 296 | 0.11% | 0.11% | 82 | -36 | -0.48% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,499 | 295 | 0.02% | 0.02% | 83 | +163 | 2.22% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,468 | 294 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 7,391 | 291 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Chris Bulman Inc | History | Reduced | 7,256 | 286 | 0.13% | 0.13% | 86 | -24 | -0.33% | Q1 2026 | Apr 13, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,275 | 286 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,781 | 267 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 6,750 | 266 | 0.0% | — | 89 | +6,750 | New | Q1 2026 | Jun 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 6,269 | 247 | 0.04% | 0.03% | 90 | +115 | 1.87% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,252 | 246 | 0.0% | 0.0% | 91 | -1,794 | -22.3% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,184 | 243 | 0.02% | 0.02% | 92 | +17 | 0.28% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,163 | 242 | 0.01% | 0.01% | 93 | -57 | -0.92% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,831 | 229 | 0.0% | 0.0% | 94 | -180 | -2.99% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 5,830 | 229 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,495 | 216 | 0.0% | — | 96 | +5,495 | New | Q1 2026 | Apr 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,232 | 206 | 0.02% | 0.02% | 97 | -150 | -2.79% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,215 | 205 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,181 | 204 | 0.06% | 0.07% | 99 | -2 | -0.04% | Q1 2026 | May 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 5,138 | 203 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,682 | 184 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 4,637 | 183 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,613 | 181 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARCLAYS PLC | History | Reduced | 4,566 | 179 | 0.0% | 0.0% | 104 | -262 | -5.43% | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | Added to | 4,116 | 162 | 0.03% | 0.03% | 105 | +251 | 6.49% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,245 | 128 | 0.0% | 0.0% | 106 | -347 | -9.66% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,450 | 96 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,250 | 89 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Benson Wealth Management INC | History | No change | 2,100 | 82 | 0.11% | 0.09% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | No change | 1,986 | 78 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,900 | 73 | 0.0% | — | 111 | +1,900 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,180 | 46 | 0.0% | 0.0% | 112 | +738 | 166.97% | Q1 2026 | May 05, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,142 | 45 | 0.01% | 0.46% | 113 | -48,196 | -97.69% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,138 | 44 | 0.0% | 0.01% | 114 | -5,459 | -82.75% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,113 | 43 | 0.04% | 0.05% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 929 | 36 | 0.0% | 0.0% | 116 | +861 | 1266.18% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 675 | 26 | 0.0% | 0.0% | 118 | -335 | -33.17% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 670 | 26 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 632 | 24 | 0.0% | 0.0% | 119 | +598 | 1758.82% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 506 | 19 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 412 | 16 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 200 | 8 | 0.0% | 0.0% | 122 | -165 | -45.21% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,714 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,245 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,312 | -100.0% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,722 | -100.0% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,325 | -100.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,903 | -100.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q1 2026 | May 13, 2026 |