FIRST TRUST EXCHANGE-TRADED FUND VIII - GMAY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 858,817 | 36,963 | 0.17% | 0.0% | 1 | +856,269 | 33605.53% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 539,131 | 23,204 | 0.02% | 0.01% | 2 | +317,524 | 143.28% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 514,026 | 22,123 | 0.01% | 0.0% | 3 | +477,587 | 1310.65% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 477,684 | 20,559 | 0.01% | 0.0% | 4 | +235,229 | 97.02% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 349,265 | 15,032 | 0.59% | — | 5 | +349,265 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 342,347 | 14,734 | 0.0% | 0.0% | 6 | +157,553 | 85.26% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 284,401 | 12,240 | 0.01% | 0.01% | 7 | +63,200 | 28.57% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 194,202 | 8,358 | 0.01% | 0.01% | 8 | +10,293 | 5.6% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 178,201 | 7,669 | 0.02% | 0.03% | 9 | -22,899 | -11.39% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | New | 177,069 | 7,621 | 0.08% | — | 10 | +177,069 | New | Q2 2026 | Jul 28, 2026 |
| POM Investment Strategies, LLC | History | New | 167,477 | 7,208 | 8.17% | — | 11 | +167,477 | New | Q2 2026 | Jul 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 149,502 | 6,434 | 1.01% | 1.09% | 12 | +5,322 | 3.69% | Q2 2026 | Jul 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 119,857 | 5,158 | 1.22% | 1.53% | 13 | -14,627 | -10.88% | Q2 2026 | Aug 13, 2026 |
| Wellment Financial | History | New | 118,782 | 5,112 | 5.83% | — | 14 | +118,782 | New | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | New | 102,896 | 4,428 | 0.1% | — | 15 | +102,896 | New | Q2 2026 | Aug 13, 2026 |
| BAM Wealth Management, LLC | History | New | 100,561 | 4,328 | 2.71% | — | 16 | +100,561 | New | Q2 2026 | Jul 14, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 89,510 | 3,852 | 0.83% | — | 17 | +89,510 | New | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | New | 78,640 | 3,384 | 0.0% | — | 18 | +78,640 | New | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 59,680 | 2,568 | 1.55% | 1.51% | 19 | -30 | -0.05% | Q2 2026 | Jul 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 53,801 | 2,315 | 0.9% | — | 20 | +53,801 | New | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | New | 50,456 | 2,171 | 1.26% | — | 21 | +50,456 | New | Q2 2026 | Jul 22, 2026 |
| Schulz Wealth, LTD. | History | New | 49,653 | 2,137 | 1.1% | — | 22 | +49,653 | New | Q2 2026 | Aug 26, 2026 |
| CITY HOLDING CO | History | Reduced | 49,184 | 2,116 | 0.24% | 0.26% | 23 | -1,300 | -2.58% | Q2 2026 | Jul 10, 2026 |
| Archer Investment Corp | History | Added to | 47,673 | 2,051 | 0.4% | 0.02% | 24 | +45,467 | 2061.06% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Management | History | New | 46,881 | 2,017 | 2.13% | — | 25 | +46,881 | New | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 44,841 | 1,929 | 0.62% | 0.57% | 26 | +6,400 | 16.65% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 42,620 | 1,833 | 0.09% | 0.09% | 27 | +275 | 0.65% | Q2 2026 | Jul 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 41,028 | 1,765 | 0.17% | 0.18% | 28 | +1,754 | 4.47% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 40,177 | 1,729 | 0.09% | 0.09% | 29 | +2,335 | 6.17% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | Added to | 38,752 | 1,667 | 0.02% | 0.01% | 30 | +8,997 | 30.24% | Q2 2026 | Jul 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 38,451 | 1,654 | 0.06% | 0.11% | 31 | +164 | 0.43% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 38,016 | 1,636 | 0.01% | 0.0% | 32 | +31,110 | 450.48% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 37,125 | 1,597 | 0.0% | 0.0% | 33 | +25,346 | 215.18% | Q2 2026 | Aug 07, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 35,739 | 1,538 | 0.71% | 0.81% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FSA Advisors, Inc. | History | New | 33,601 | 1,446 | 0.66% | — | 35 | +33,601 | New | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,152 | 1,426 | 0.02% | 0.01% | 36 | +25,247 | 319.38% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | New | 32,000 | 1,377 | 0.04% | — | 37 | +32,000 | New | Q2 2026 | Jul 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 31,708 | 1,364 | 0.58% | — | 38 | +31,708 | New | Q2 2026 | Aug 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 31,364 | 1,349 | 0.04% | 0.01% | 39 | +23,288 | 288.36% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Added to | 29,910 | 1,287 | 0.47% | 0.54% | 40 | +83 | 0.28% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 27,524 | 1,184 | 0.08% | 0.05% | 41 | +10,053 | 57.54% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | New | 26,134 | 1,124 | 0.03% | — | 42 | +26,134 | New | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,981 | 1,118 | 0.0% | 0.0% | 43 | +2,602 | 11.13% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 25,259 | 1,087 | 0.02% | 0.03% | 44 | -4,866 | -16.15% | Q2 2026 | Aug 03, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 24,745 | 1,065 | 0.2% | 0.23% | 45 | -1,286 | -4.94% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 24,516 | 1,055 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,272 | 1,044 | 0.01% | 0.0% | 47 | +18,412 | 314.2% | Q2 2026 | Jul 28, 2026 |
| VestGen Investment Management | History | New | 23,113 | 994 | 0.53% | — | 48 | +23,113 | New | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | Added to | 21,955 | 944 | 0.02% | 0.01% | 49 | +7,223 | 49.03% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,500 | 925 | 0.02% | 0.01% | 50 | +6,000 | 38.71% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,461 | 880 | 0.01% | 0.01% | 51 | +7,347 | 56.02% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,321 | 874 | 0.01% | 0.01% | 52 | +3,266 | 19.15% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | Added to | 19,670 | 846 | 0.12% | 0.1% | 53 | +3,960 | 25.21% | Q2 2026 | Jul 23, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 18,624 | 801 | 0.22% | — | 54 | +18,624 | New | Q2 2026 | Jul 23, 2026 |
| Strategic Blueprint, LLC | History | New | 17,557 | 755 | 0.04% | — | 56 | +17,557 | New | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | Added to | 17,552 | 755 | 0.0% | 0.0% | 55 | +419 | 2.45% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 17,404 | 749 | 0.04% | — | 57 | +17,404 | New | Q2 2026 | Aug 04, 2026 |
| Blackston Financial Advisory Group, LLC | History | New | 17,283 | 743 | 0.42% | — | 58 | +17,283 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,104 | 736 | 0.0% | 0.0% | 59 | +6,964 | 68.68% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | Added to | 17,015 | 732 | 0.16% | 0.13% | 60 | +4,000 | 30.73% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 16,958 | 729 | 0.01% | — | 61 | +16,958 | New | Q2 2026 | Aug 06, 2026 |
| SMART Wealth LLC | History | New | 15,529 | 668 | 0.14% | — | 62 | +15,529 | New | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 15,000 | 643 | 0.01% | — | 63 | +15,000 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 15,000 | 643 | 0.01% | — | 64 | +15,000 | New | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 14,812 | 637 | 0.18% | 0.18% | 65 | +1,579 | 11.93% | Q2 2026 | Jul 24, 2026 |
| Beacon Financial Advisory LLC | History | No change | 14,770 | 635 | 0.12% | 0.14% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,641 | 630 | 0.0% | 0.0% | 67 | +1,170 | 8.69% | Q2 2026 | Aug 05, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 14,189 | 610 | 0.59% | — | 68 | +14,189 | New | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 14,060 | 605 | 0.09% | 0.08% | 70 | +4,819 | 52.15% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 13,756 | 605 | 0.03% | 0.04% | 69 | +691 | 5.29% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 13,656 | 588 | 0.01% | 0.02% | 71 | -722 | -5.02% | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,000 | 559 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,932 | 557 | 0.0% | 0.0% | 73 | +4,244 | 48.85% | Q2 2026 | Jul 20, 2026 |
| Madrona Financial Services, LLC | History | New | 12,840 | 552 | 0.1% | — | 74 | +12,840 | New | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13,325 | 547 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 12,308 | 529 | 0.54% | 0.53% | 76 | -334 | -2.64% | Q2 2026 | Jul 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,184 | 526 | 0.01% | 0.01% | 77 | +3,048 | 33.36% | Q2 2026 | Jul 15, 2026 |
| MBL Wealth, LLC | History | No change | 12,000 | 516 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| M Holdings Securities, Inc. | History | No change | 12,000 | 514 | 0.07% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | New | 11,492 | 494 | 0.02% | — | 80 | +11,492 | New | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,445 | 492 | 0.0% | 0.0% | 81 | -11,282 | -49.64% | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 11,300 | 486 | 0.24% | 0.27% | 82 | -757 | -6.28% | Q2 2026 | Sep 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,204 | 482 | 0.0% | 0.0% | 83 | +4,198 | 59.92% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 11,183 | 481 | 0.0% | — | 84 | +11,183 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 11,183 | 481 | 0.01% | — | 85 | +11,183 | New | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 10,963 | 471 | 0.04% | 0.04% | 86 | -535 | -4.65% | Q2 2026 | Jul 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 10,888 | 468 | 0.1% | — | 87 | +10,888 | New | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 10,329 | 444 | 0.02% | 0.02% | 88 | -162 | -1.54% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,121 | 435 | 0.0% | — | 89 | +10,121 | New | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,065 | 432 | 0.0% | 0.0% | 90 | +9,593 | 2032.42% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,474 | 407 | 0.0% | 0.0% | 91 | -1,200 | -11.24% | Q2 2026 | Aug 14, 2026 |
| Investment Advisory Services Group LLC | History | New | 9,250 | 398 | 0.29% | — | 92 | +9,250 | New | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,140 | 393 | 0.01% | 0.01% | 93 | +350 | 3.98% | Q2 2026 | Jul 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 9,120 | 392 | 0.03% | — | 94 | +9,120 | New | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | Added to | 8,278 | 356 | 0.08% | 0.08% | 95 | +144 | 1.77% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 8,084 | 347 | 0.04% | 0.04% | 96 | -117 | -1.43% | Q2 2026 | Jul 21, 2026 |
| Triad Wealth Partners, LLC | History | New | 7,957 | 346 | 0.02% | — | 97 | +7,957 | New | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 8,365 | 343 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 7,960 | 342 | 0.02% | — | 99 | +7,960 | New | Q2 2026 | Jul 08, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 7,692 | 331 | 0.12% | — | 100 | +7,692 | New | Q2 2026 | Aug 10, 2026 |
| Nvest Financial, LLC | History | Reduced | 7,596 | 326 | 0.1% | 0.12% | 101 | -11 | -0.14% | Q2 2026 | Jul 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 7,563 | 325 | 0.09% | 0.09% | 102 | +491 | 6.94% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | New | 7,521 | 323 | 0.0% | — | 103 | +7,521 | New | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,448 | 320 | 0.02% | 0.02% | 104 | +102 | 1.39% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,420 | 319 | 0.01% | 0.01% | 105 | +356 | 5.04% | Q2 2026 | Jul 31, 2026 |
| Cambridge Advisors Inc. | History | No change | 7,280 | 313 | 0.05% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,200 | 309 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 7,179 | 308 | 0.04% | 0.05% | 108 | +247 | 3.56% | Q2 2026 | Aug 11, 2026 |
| Range Financial Group LLC | History | New | 7,088 | 305 | 0.08% | — | 109 | +7,088 | New | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,870 | 295 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | Added to | 6,829 | 293 | 0.14% | 0.14% | 111 | +7 | 0.1% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,755 | 290 | 0.02% | — | 112 | +6,755 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 6,537 | 281 | 0.01% | — | 113 | +6,537 | New | Q2 2026 | Aug 12, 2026 |
| Lifeworks Advisors, LLC | History | New | 6,525 | 280 | 0.03% | — | 114 | +6,525 | New | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | New | 6,420 | 276 | 0.09% | — | 115 | +6,420 | New | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,399 | 270 | 0.0% | 0.0% | 116 | +4,689 | 34.2% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,223 | 267 | 0.07% | 0.08% | 117 | -233 | -3.61% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 6,161 | 265 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,933 | 255 | 0.0% | 0.0% | 119 | +300 | 5.33% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 5,874 | 252 | 0.0% | — | 121 | +5,874 | New | Q2 2026 | Jul 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,866 | 252 | 0.0% | — | 122 | +5,866 | New | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,860 | 252 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,842 | 251 | 0.0% | 0.0% | 123 | +481 | 8.97% | Q2 2026 | Aug 12, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 5,840 | 251 | 0.08% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVZ, Inc. | History | New | 5,737 | 246 | 0.02% | — | 126 | +5,737 | New | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,725 | 246 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 5,576 | 239 | 0.02% | — | 127 | +5,576 | New | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | New | 5,458 | 234 | 0.0% | — | 129 | +5,458 | New | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 5,455 | 234 | 0.08% | — | 128 | +5,455 | New | Q2 2026 | Jul 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,350 | 230 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,243 | 225 | 0.0% | — | 131 | +5,243 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | New | 5,125 | 220 | 0.0% | — | 132 | +5,125 | New | Q2 2026 | Aug 12, 2026 |
| Quartz Partners, LLC | History | New | 4,829 | 207 | 0.07% | — | 134 | +4,829 | New | Q2 2026 | Aug 10, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 4,814 | 207 | 0.13% | 0.15% | 133 | -66 | -1.35% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | New | 4,705 | 202 | 0.0% | — | 135 | +4,705 | New | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 4,638 | 199 | 0.0% | 0.0% | 136 | -182 | -3.78% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 4,369 | 188 | 0.15% | — | 137 | +4,369 | New | Q2 2026 | Jul 24, 2026 |
| Elevated Capital Advisors, LLC | History | New | 4,010 | 172 | 0.05% | — | 138 | +4,010 | New | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | New | 3,013 | 129 | 0.0% | — | 139 | +3,013 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,721 | 117 | 0.0% | 0.0% | 140 | +2,395 | 734.66% | Q2 2026 | Jul 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 2,718 | 111 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2,225 | 95 | 0.0% | — | 142 | +2,225 | New | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 2,100 | 90 | 0.01% | — | 143 | +2,100 | New | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 86 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,920 | 82 | 0.02% | — | 145 | +1,920 | New | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 1,800 | 77 | 0.01% | — | 146 | +1,800 | New | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 1,471 | 63 | 0.04% | — | 147 | +1,471 | New | Q2 2026 | Jul 29, 2026 |
| Key Capital Management, INC | History | New | 1,293 | 55 | 0.03% | — | 148 | +1,293 | New | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,055 | 45 | 0.0% | — | 149 | +1,055 | New | Q2 2026 | Jul 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 986 | 42 | 0.02% | 0.02% | 150 | +434 | 78.62% | Q2 2026 | Jul 21, 2026 |
| Decker Retirement Planning Inc. | History | New | 737 | 31 | 0.01% | — | 151 | +737 | New | Q2 2026 | Jul 16, 2026 |
| CX Institutional | History | No change | 660 | 28 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Signature Equity Partners, LLC | History | New | 582 | 25 | 0.01% | — | 153 | +582 | New | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 431 | 19 | 0.0% | — | 154 | +431 | New | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 373 | 16 | 0.0% | — | 155 | +373 | New | Q2 2026 | Aug 13, 2026 |
| Montgomery Financial Services LLC | History | New | 358 | 15 | 0.01% | — | 157 | +358 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | New | 352 | 15 | 0.0% | — | 156 | +352 | New | Q2 2026 | Jul 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 292 | 12 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 238 | 10 | 0.0% | 0.0% | 159 | -2,862 | -92.32% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | New | 125 | 5 | 0.0% | — | 160 | +125 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -208,703 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -62,233 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -39,184 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,220 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,086 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -6,022 | -100.0% | Q2 2026 | Jul 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,206 | -100.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q2 2026 | Aug 13, 2026 |