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 | No change | 548,484 | 24,264 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 287,378 | 13,000 | 0.02% | 0.02% | 2 | -28,192 | -8.93% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 284,112 | 12,569 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 195,600 | 8,848 | 0.03% | 0.03% | 4 | +8,402 | 4.49% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 185,173 | 8,192 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 168,180 | 7,440 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | No change | 157,982 | 6,989 | 1.36% | 1.36% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 138,744 | 6,138 | 1.45% | 1.45% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | Reduced | 125,330 | 5,669 | 0.63% | 0.64% | 9 | -3,100 | -2.41% | Q3 2026 | Oct 19, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 120,579 | 5,334 | 0.52% | 0.52% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 97,140 | 4,297 | 0.28% | 0.28% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 90,929 | 4,114 | 0.01% | — | 12 | +90,929 | New | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 90,745 | 4,014 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 77,192 | 3,414 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 71,717 | 3,172 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MAI Capital Management | History | No change | 61,588 | 2,724 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 54,719 | 2,421 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 48,771 | 2,157 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 43,611 | 1,972 | 0.27% | 0.31% | 19 | -1,560 | -3.45% | Q3 2026 | Nov 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 42,277 | 1,912 | 0.09% | 0.09% | 20 | +2,575 | 6.49% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,578 | 1,750 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schulz Wealth, LTD. | History | No change | 37,497 | 1,696 | 0.8% | 0.86% | 22 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,862 | 1,531 | 0.0% | 0.0% | 23 | -459 | -1.34% | Q3 2026 | Oct 30, 2026 |
| Chris Bulman Inc | History | Reduced | 29,599 | 1,339 | 0.47% | 0.48% | 24 | -15 | -0.05% | Q3 2026 | Oct 20, 2026 |
| REAP Financial Group, LLC | History | Reduced | 28,930 | 1,308 | 0.21% | 0.22% | 25 | -420 | -1.43% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Added to | 27,844 | 1,259 | 0.01% | 0.01% | 26 | +2,085 | 8.09% | Q3 2026 | Oct 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 26,833 | 1,213 | 0.02% | 0.02% | 27 | -728 | -2.64% | Q3 2026 | Oct 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 26,430 | 1,169 | 0.38% | 0.38% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 25,085 | 1,134 | 0.2% | 0.31% | 29 | -12,130 | -32.59% | Q3 2026 | Nov 03, 2026 |
| Madrona Financial Services, LLC | History | No change | 24,869 | 1,125 | 0.17% | 0.2% | 30 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 23,882 | 1,080 | 0.14% | 0.15% | 31 | -275 | -1.14% | Q3 2026 | Oct 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,624 | 1,068 | 0.01% | 0.01% | 32 | +5,335 | 29.17% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,074 | 1,020 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 21,426 | 969 | 0.21% | 0.22% | 34 | -929 | -4.16% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,212 | 894 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 19,721 | 872 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,460 | 816 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,037 | 797 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 17,963 | 794 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 17,645 | 780 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Range Financial Group LLC | History | Reduced | 16,977 | 768 | 0.21% | 0.21% | 41 | -178 | -1.04% | Q3 2026 | Oct 20, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 15,540 | 703 | 0.48% | 0.45% | 42 | +1,640 | 11.8% | Q3 2026 | Oct 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 15,737 | 696 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 14,836 | 656 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 14,369 | 650 | 0.04% | 0.04% | 45 | -495 | -3.33% | Q3 2026 | Oct 30, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 14,645 | 647 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,191 | 642 | 0.06% | 0.06% | 47 | -541 | -3.67% | Q3 2026 | Oct 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 13,863 | 613 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,734 | 607 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,944 | 572 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 12,823 | 567 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,468 | 564 | 0.2% | 0.24% | 52 | +735 | 6.26% | Q3 2026 | Oct 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 11,853 | 524 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,821 | 522 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,335 | 512 | 0.0% | 0.01% | 55 | -5,750 | -33.66% | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | New | 10,880 | 492 | 0.0% | — | 56 | +10,880 | New | Q3 2026 | Oct 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,031 | 488 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 10,602 | 481 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 10,608 | 469 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 10,258 | 453 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,991 | 442 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,755 | 441 | 0.01% | 0.01% | 62 | +712 | 7.87% | Q3 2026 | Oct 08, 2026 |
| M Holdings Securities, Inc. | History | New | 9,500 | 430 | 0.03% | — | 64 | +9,500 | New | Q3 2026 | Nov 03, 2026 |
| LVZ, Inc. | History | No change | 9,513 | 430 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MBL Wealth, LLC | History | Reduced | 9,500 | 429 | 0.03% | 0.03% | 65 | -500 | -5.0% | Q3 2026 | Oct 22, 2026 |
| RFG Advisory, LLC | History | No change | 9,300 | 420 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,220 | 407 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequent Planning LLC | History | No change | 9,175 | 405 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | No change | 8,820 | 399 | 0.2% | 0.19% | 69 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,930 | 394 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 8,906 | 394 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 8,248 | 365 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,228 | 364 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,660 | 346 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,633 | 345 | 0.01% | 0.01% | 75 | -18 | -0.24% | Q3 2026 | Oct 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,493 | 339 | 0.0% | 0.0% | 76 | +1,764 | 30.79% | Q3 2026 | Oct 26, 2026 |
| Corus Family Wealth Advisors | History | No change | 7,619 | 337 | 0.23% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,428 | 336 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 7,424 | 328 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 7,205 | 325 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,177 | 324 | 0.25% | 0.26% | 81 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,200 | 318 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,806 | 309 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Focus Partners Wealth | History | No change | 6,910 | 305 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 6,722 | 304 | 0.14% | 0.16% | 87 | -1,395 | -17.19% | Q3 2026 | Oct 01, 2026 |
| Diversify Advisory Services, LLC | History | No change | 6,704 | 304 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 6,704 | 304 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,843 | 302 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,773 | 299 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | No change | 6,748 | 298 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 6,454 | 291 | 0.01% | 0.01% | 91 | -305 | -4.51% | Q3 2026 | Oct 23, 2026 |
| HFG Wealth Management, LLC | History | No change | 6,535 | 289 | 0.29% | 0.29% | 92 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,434 | 284 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,226 | 281 | 0.0% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,349 | 280 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,226 | 275 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6,138 | 271 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RiverTree Advisors, LLC | History | No change | 5,901 | 266 | 0.16% | 0.15% | 98 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | No change | 5,666 | 256 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,519 | 244 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 5,335 | 241 | 0.14% | 0.14% | 101 | -12 | -0.22% | Q3 2026 | Oct 21, 2026 |
| PKS Advisory Services, LLC | History | No change | 5,362 | 237 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,000 | 226 | 0.02% | 0.01% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BostonPremier Wealth LLC | History | No change | 4,919 | 222 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,900 | 221 | 0.01% | 0.01% | 105 | -5 | -0.1% | Q3 2026 | Oct 26, 2026 |
| BAM Wealth Management, LLC | History | New | 4,592 | 207 | 0.11% | — | 106 | +4,592 | New | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 4,592 | 203 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 4,547 | 201 | 0.07% | 0.07% | 108 | 0 | 0.0% | 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 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,464 | 156 | 0.02% | 0.02% | 110 | -25 | -0.72% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,650 | 138 | 0.0% | 0.0% | 111 | -500 | -3.53% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,920 | 129 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | Reduced | 2,497 | 112 | 0.02% | 0.05% | 113 | -2,760 | -52.5% | Q3 2026 | Nov 05, 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 | 98 | 0.1% | 0.1% | 115 | 0 | 0.0% | Q3 2026 | Oct 27, 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 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,485 | 67 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,493 | 66 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 940 | 42 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 700 | 30 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 650 | 29 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 589 | 26 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 385 | 17 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 325 | 14 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFG Advisory, LLC | History | No change | 157 | 6 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 41 | 1 | 0.0% | 0.01% | 129 | -532 | -92.84% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 128 | -204 | -82.26% | Q3 2026 | Oct 21, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 5.79% | — | -480,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,844 | -100.0% | Q3 2026 | Nov 04, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,779 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,465 | -100.0% | Q3 2026 | Nov 02, 2026 |