FIRST TRUST EXCHANGE-TRADED FUND VIII - GMAR
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 | Reduced | 548,484 | 24,264 | 0.01% | 0.01% | 1 | -334,616 | -37.89% | Q2 2026 | Aug 14, 2026 |
| First International Bank of Israel Ltd. | History | No change | 480,000 | 21,235 | 5.79% | 5.88% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 315,570 | 13,960 | 0.02% | 0.02% | 3 | -33,983 | -9.72% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 284,112 | 12,569 | 0.01% | 0.02% | 4 | +18,121 | 6.81% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 187,198 | 8,281 | 0.03% | 0.03% | 5 | -32,638 | -14.85% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 185,173 | 8,192 | 0.01% | 0.01% | 6 | +6,093 | 3.4% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 168,180 | 7,440 | 0.0% | 0.0% | 7 | +942 | 0.56% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | Added to | 157,982 | 6,989 | 1.36% | 1.53% | 8 | +20,669 | 15.05% | Q2 2026 | Aug 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 138,744 | 6,138 | 1.45% | 1.6% | 9 | +1 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | Reduced | 128,430 | 5,681 | 0.64% | 0.68% | 10 | -2,920 | -2.22% | Q2 2026 | Jul 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 120,579 | 5,334 | 0.52% | 0.59% | 11 | -7,480 | -5.84% | Q2 2026 | Aug 10, 2026 |
| Bouchey Financial Group, Ltd. | History | Reduced | 97,140 | 4,297 | 0.28% | 0.33% | 12 | -7,936 | -7.55% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 90,745 | 4,014 | 0.0% | 0.0% | 13 | -1,069 | -1.16% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 77,192 | 3,414 | 0.01% | 0.01% | 14 | +10,616 | 15.95% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 71,717 | 3,172 | 0.0% | 0.0% | 15 | +58,988 | 463.41% | Q2 2026 | Sep 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 67,022 | 2,794 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 61,588 | 2,724 | 0.01% | 0.01% | 17 | -363 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 54,719 | 2,421 | 0.0% | 0.01% | 18 | -5,152 | -8.61% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 48,771 | 2,157 | 0.01% | 0.01% | 19 | +38,946 | 396.4% | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 45,171 | 1,998 | 0.31% | 0.37% | 20 | +278 | 0.62% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 39,702 | 1,756 | 0.09% | 0.3% | 21 | -87,679 | -68.83% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 39,578 | 1,750 | 0.03% | 0.03% | 22 | -3,192 | -7.46% | Q2 2026 | Aug 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 40,393 | 1,683 | 0.46% | 0.46% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Schulz Wealth, LTD. | History | New | 37,497 | 1,658 | 0.86% | — | 24 | +37,497 | New | Q2 2026 | Aug 26, 2026 |
| Keystone Wealth Services, LLC | History | No change | 37,215 | 1,646 | 0.31% | 0.33% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 34,321 | 1,518 | 0.0% | 0.0% | 26 | -3,181 | -8.48% | Q2 2026 | Jul 28, 2026 |
| Chris Bulman Inc | History | Added to | 29,614 | 1,310 | 0.48% | 0.51% | 27 | +1,501 | 5.34% | Q2 2026 | Jul 22, 2026 |
| REAP Financial Group, LLC | History | Reduced | 29,350 | 1,298 | 0.22% | 0.28% | 28 | -4,334 | -12.87% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,561 | 1,219 | 0.02% | 0.02% | 29 | +80 | 0.29% | Q2 2026 | Jul 31, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 26,430 | 1,169 | 0.38% | 0.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 25,759 | 1,139 | 0.01% | 0.01% | 31 | -595 | -2.26% | Q2 2026 | Jul 15, 2026 |
| Madrona Financial Services, LLC | History | Added to | 24,869 | 1,100 | 0.2% | 0.21% | 32 | +1,890 | 8.22% | Q2 2026 | Jul 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 24,157 | 1,068 | 0.15% | 0.16% | 33 | -726 | -2.92% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,074 | 1,020 | 0.0% | 0.0% | 34 | -1,787 | -7.19% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 22,355 | 988 | 0.22% | 0.24% | 35 | -564 | -2.46% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,212 | 894 | 0.0% | 0.0% | 36 | -21,542 | -51.59% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 19,721 | 872 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,460 | 816 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 18,289 | 809 | 0.01% | 0.01% | 39 | -316 | -1.7% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,037 | 797 | 0.01% | 0.01% | 40 | -490 | -2.64% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 17,963 | 794 | 0.08% | — | 41 | +17,963 | New | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 17,645 | 780 | 0.04% | 0.04% | 42 | -250 | -1.4% | Q2 2026 | Jul 28, 2026 |
| Range Financial Group LLC | History | Reduced | 17,155 | 758 | 0.21% | 0.24% | 43 | -275 | -1.58% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,085 | 755 | 0.01% | 0.0% | 44 | +16,794 | 5771.13% | Q2 2026 | Jul 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 15,737 | 696 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 14,864 | 657 | 0.04% | 0.07% | 46 | -8,230 | -35.64% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 14,836 | 656 | 0.01% | 0.01% | 47 | -338 | -2.23% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 14,732 | 651 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 14,645 | 647 | 0.01% | — | 49 | +14,645 | New | Q2 2026 | Aug 14, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 13,900 | 614 | 0.45% | 0.56% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 13,863 | 613 | 0.02% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,734 | 607 | 0.01% | 0.01% | 52 | +3,421 | 33.17% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,944 | 572 | 0.0% | 0.0% | 53 | +23 | 0.18% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 12,823 | 567 | 0.02% | 0.02% | 54 | -76 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | New | 11,853 | 524 | 0.08% | — | 55 | +11,853 | New | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,821 | 522 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 11,733 | 519 | 0.24% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,031 | 488 | 0.02% | 0.04% | 58 | -3,673 | -24.98% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 10,602 | 470 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,991 | 442 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 10,000 | 442 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LVZ, Inc. | History | No change | 9,513 | 420 | 0.04% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | No change | 9,300 | 411 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 9,220 | 407 | 0.01% | 0.01% | 64 | +380 | 4.3% | Q2 2026 | Jul 17, 2026 |
| Sequent Planning LLC | History | Added to | 9,175 | 405 | 0.09% | 0.06% | 65 | +3,192 | 53.35% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,043 | 400 | 0.01% | 0.01% | 66 | -120 | -1.31% | Q2 2026 | Jul 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,930 | 394 | 0.0% | 0.0% | 67 | -2,928 | -24.69% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,906 | 394 | 0.0% | 0.0% | 68 | +1,878 | 26.72% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | New | 8,844 | 391 | 0.01% | — | 69 | +8,844 | New | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 8,820 | 390 | 0.19% | 0.2% | 70 | -130 | -1.45% | Q2 2026 | Sep 11, 2026 |
| LM Advisors LLC | History | Added to | 8,248 | 365 | 0.04% | 0.13% | 71 | +7,904 | 2297.67% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 8,228 | 364 | 0.02% | 0.01% | 72 | +3,310 | 67.3% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 8,117 | 359 | 0.16% | 0.18% | 73 | -630 | -7.2% | Q2 2026 | Jul 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,651 | 338 | 0.01% | 0.01% | 75 | -34 | -0.44% | Q2 2026 | Aug 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,660 | 338 | 0.1% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corus Family Wealth Advisors | History | No change | 7,619 | 337 | 0.23% | 0.26% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 7,424 | 328 | 0.09% | 0.1% | 77 | -93 | -1.24% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,428 | 328 | 0.02% | 0.02% | 78 | +22 | 0.3% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,200 | 318 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 7,205 | 318 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,177 | 317 | 0.26% | 0.28% | 81 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Focus Partners Wealth | History | No change | 6,910 | 305 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,843 | 302 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,806 | 301 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,773 | 299 | 0.01% | — | 86 | +6,773 | New | Q2 2026 | Jul 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 6,759 | 299 | 0.01% | 0.01% | 85 | -263 | -3.75% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | New | 6,748 | 298 | 0.0% | — | 87 | +6,748 | New | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,704 | 297 | 0.0% | — | 89 | +6,704 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 6,704 | 297 | 0.0% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 6,535 | 289 | 0.29% | 0.19% | 90 | -1,912 | -22.64% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,434 | 284 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 6,349 | 280 | 0.0% | 0.0% | 92 | -472 | -6.92% | Q2 2026 | Aug 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,226 | 275 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,226 | 275 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 6,138 | 271 | 0.04% | 0.04% | 95 | -169 | -2.68% | Q2 2026 | Aug 11, 2026 |
| RiverTree Advisors, LLC | History | No change | 5,901 | 261 | 0.15% | 0.16% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | New | 5,779 | 254 | 0.01% | — | 97 | +5,779 | New | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,729 | 253 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | No change | 5,666 | 250 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,519 | 244 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 5,362 | 237 | 0.04% | 0.1% | 101 | -5,013 | -48.32% | Q2 2026 | Aug 04, 2026 |
| Grantvest Financial Group LLC | History | Added to | 5,347 | 236 | 0.14% | 0.14% | 102 | +94 | 1.79% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | Reduced | 5,257 | 232 | 0.05% | 0.06% | 103 | -1,927 | -26.82% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | New | 5,000 | 221 | 0.01% | — | 104 | +5,000 | New | Q2 2026 | Jul 27, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,905 | 219 | 0.01% | 0.02% | 105 | -9 | -0.18% | Q2 2026 | Aug 10, 2026 |
| BostonPremier Wealth LLC | History | No change | 4,919 | 217 | 0.09% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Reduced | 4,592 | 203 | 0.0% | 0.0% | 107 | -1 | -0.02% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | New | 4,547 | 201 | 0.07% | — | 108 | +4,547 | New | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,495 | 198 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,150 | 158 | 0.0% | 0.0% | 110 | -300 | -2.08% | Q2 2026 | Jul 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,489 | 154 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,920 | 129 | 0.0% | 0.0% | 112 | -475 | -13.99% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 2,820 | 117 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,280 | 100 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,175 | 96 | 0.1% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 2,000 | 88 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,859 | 82 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,493 | 66 | 0.03% | 0.04% | 119 | -258 | -14.73% | Q2 2026 | Jul 31, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,485 | 66 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,465 | 64 | 0.0% | — | 120 | +1,465 | New | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 940 | 41 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 700 | 30 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 650 | 28 | 0.0% | — | 123 | +650 | New | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 589 | 26 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 573 | 25 | 0.01% | 0.02% | 125 | -15 | -2.55% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 400 | 17 | 0.0% | — | 126 | +400 | New | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 385 | 17 | 0.01% | — | 127 | +385 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 325 | 14 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Reduced | 248 | 10 | 0.0% | 0.0% | 129 | -72 | -22.5% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 157 | 6 | 0.0% | — | 130 | +157 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -91,588 | -100.0% | Q2 2026 | Jul 27, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,419 | -100.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q2 2026 | Aug 07, 2026 |