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 | No change | 858,817 | 36,963 | 0.17% | 0.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 539,131 | 23,204 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 514,026 | 22,123 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 477,684 | 20,559 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 349,265 | 15,032 | 0.59% | 0.59% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 342,347 | 14,734 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 284,401 | 12,240 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 179,586 | 7,886 | 0.02% | 0.02% | 8 | +1,385 | 0.78% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 177,232 | 7,783 | 0.01% | 0.01% | 9 | -16,970 | -8.74% | Q3 2026 | Nov 02, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 156,493 | 6,872 | 1.09% | 1.01% | 10 | +6,991 | 4.68% | Q3 2026 | Oct 15, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 143,378 | 6,296 | 5.08% | 8.17% | 11 | -24,099 | -14.39% | Q3 2026 | Oct 20, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 119,857 | 5,158 | 1.22% | 1.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wellment Financial | History | Reduced | 101,336 | 4,450 | 4.79% | 5.83% | 13 | -17,446 | -14.69% | Q3 2026 | Oct 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 102,896 | 4,428 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 78,424 | 3,444 | 0.01% | — | 15 | +78,424 | New | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 78,640 | 3,384 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 72,451 | 3,181 | 0.68% | 0.83% | 17 | -17,059 | -19.06% | Q3 2026 | Oct 28, 2026 |
| TopTier Wealth Management, LLC | History | No change | 59,680 | 2,620 | 1.53% | 1.55% | 18 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 49,649 | 2,180 | 1.02% | 1.1% | 19 | -4 | -0.01% | Q3 2026 | Nov 03, 2026 |
| CITY HOLDING CO | History | Reduced | 46,284 | 2,032 | 0.23% | 0.24% | 20 | -2,900 | -5.9% | Q3 2026 | Oct 19, 2026 |
| Archer Investment Corp | History | Reduced | 45,143 | 1,982 | 0.36% | 0.4% | 21 | -2,530 | -5.31% | Q3 2026 | Nov 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 44,841 | 1,929 | 0.62% | 0.62% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 43,000 | 1,888 | 0.09% | 0.09% | 23 | +2,823 | 7.03% | Q3 2026 | Oct 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 42,026 | 1,845 | 0.14% | 0.08% | 24 | +14,502 | 52.69% | Q3 2026 | Oct 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 42,620 | 1,833 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 41,028 | 1,765 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 39,636 | 1,740 | 1.0% | 1.26% | 27 | -10,820 | -21.44% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Management | History | Reduced | 39,531 | 1,736 | 1.71% | 2.13% | 28 | -7,350 | -15.68% | Q3 2026 | Oct 19, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 38,451 | 1,654 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 38,016 | 1,636 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,125 | 1,597 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 35,739 | 1,569 | 0.73% | 0.71% | 32 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FSA Advisors, Inc. | History | No change | 33,601 | 1,446 | 0.66% | 0.66% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,152 | 1,426 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 32,000 | 1,405 | 0.05% | 0.04% | 35 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 31,364 | 1,349 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Reduced | 28,757 | 1,262 | 0.44% | 0.47% | 37 | -1,153 | -3.85% | Q3 2026 | Oct 20, 2026 |
| Brookstone Capital Management | History | Reduced | 28,324 | 1,243 | 0.01% | 0.02% | 38 | -10,428 | -26.91% | Q3 2026 | Oct 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 26,984 | 1,185 | 0.52% | 0.58% | 39 | -4,724 | -14.9% | Q3 2026 | Nov 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,181 | 1,105 | 0.01% | 0.01% | 40 | +4,720 | 23.07% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,952 | 1,095 | 0.0% | 0.0% | 41 | -1,029 | -3.96% | Q3 2026 | Oct 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 25,259 | 1,087 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 24,361 | 1,069 | 0.19% | 0.2% | 43 | -384 | -1.55% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 24,516 | 1,055 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,272 | 1,022 | 0.01% | 0.01% | 45 | -1,000 | -4.12% | Q3 2026 | Oct 30, 2026 |
| VestGen Investment Management | History | No change | 23,113 | 994 | 0.53% | 0.53% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 21,955 | 944 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,500 | 925 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,321 | 874 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | Reduced | 19,080 | 837 | 0.11% | 0.12% | 50 | -590 | -3.0% | Q3 2026 | Oct 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 18,858 | 837 | 0.22% | 0.22% | 51 | +234 | 1.26% | Q3 2026 | Oct 19, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 18,569 | 815 | 0.31% | 0.9% | 52 | -35,232 | -65.49% | Q3 2026 | Nov 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,376 | 807 | 0.04% | 0.04% | 53 | +972 | 5.58% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 17,552 | 755 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | No change | 17,015 | 747 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,104 | 736 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,958 | 729 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14,812 | 650 | 0.19% | 0.18% | 58 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Beacon Financial Advisory LLC | History | No change | 14,770 | 648 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,641 | 630 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 14,189 | 623 | 0.61% | 0.59% | 61 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 14,059 | 617 | 0.34% | 0.42% | 62 | -3,224 | -18.65% | Q3 2026 | Nov 04, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 14,060 | 617 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 13,800 | 610 | 0.01% | 0.01% | 64 | -1,200 | -8.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 13,800 | 610 | 0.01% | 0.01% | 65 | -1,200 | -8.0% | Q3 2026 | Oct 20, 2026 |
| KINTRA WEALTH, LLC | History | No change | 13,756 | 605 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 13,656 | 588 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madrona Financial Services, LLC | History | No change | 12,840 | 563 | 0.09% | 0.1% | 68 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,000 | 559 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 12,308 | 540 | 0.53% | 0.54% | 70 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 12,184 | 539 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,211 | 536 | 0.0% | 0.0% | 72 | -721 | -5.58% | Q3 2026 | Oct 26, 2026 |
| M Holdings Securities, Inc. | History | No change | 12,000 | 527 | 0.03% | 0.07% | 73 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MBL Wealth, LLC | History | No change | 12,000 | 526 | 0.03% | 0.04% | 74 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SMART Wealth LLC | History | Reduced | 11,430 | 501 | 0.1% | 0.14% | 75 | -4,099 | -26.4% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,445 | 492 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 11,183 | 491 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,204 | 482 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,183 | 481 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | Added to | 10,641 | 470 | 0.14% | 0.09% | 80 | +4,221 | 65.75% | Q3 2026 | Oct 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 10,329 | 453 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 10,000 | 439 | 0.22% | 0.24% | 82 | -1,300 | -11.5% | Q3 2026 | Oct 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,938 | 436 | 0.01% | 0.01% | 83 | +798 | 8.73% | Q3 2026 | Oct 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,121 | 435 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,065 | 432 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,829 | 426 | 0.0% | 0.0% | 86 | +3,430 | 18.64% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 9,474 | 407 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Advisory Services Group LLC | History | No change | 9,250 | 398 | 0.29% | 0.29% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 9,149 | 393 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 9,149 | 393 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 9,120 | 392 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,513 | 373 | 0.02% | 0.02% | 92 | +553 | 6.95% | Q3 2026 | Oct 08, 2026 |
| Sequent Planning LLC | History | No change | 8,278 | 356 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 8,084 | 355 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 7,940 | 348 | 0.02% | 0.02% | 95 | -17 | -0.21% | Q3 2026 | Oct 26, 2026 |
| Nvest Financial, LLC | History | No change | 7,596 | 326 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 7,563 | 325 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,420 | 325 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BROWN ADVISORY INC | History | No change | 7,521 | 323 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,448 | 320 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Advisors Inc. | History | No change | 7,280 | 319 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Range Financial Group LLC | History | No change | 7,088 | 311 | 0.09% | 0.08% | 102 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,200 | 309 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,179 | 308 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,870 | 295 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 6,829 | 293 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | No change | 6,755 | 290 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, LLC | History | No change | 6,525 | 280 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,105 | 268 | 0.0% | 0.0% | 109 | -56 | -0.91% | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | Reduced | 6,060 | 266 | 0.01% | 0.01% | 110 | -477 | -7.3% | Q3 2026 | Nov 03, 2026 |
| Clear Point Advisors Inc. | History | New | 6,022 | 264 | 0.18% | — | 111 | +6,022 | New | Q3 2026 | Oct 30, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 6,002 | 263 | 0.16% | 0.13% | 112 | +1,188 | 24.68% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,860 | 257 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,933 | 255 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,866 | 252 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Services Network, LLC | History | No change | 5,842 | 251 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVZ, Inc. | History | No change | 5,737 | 251 | 0.03% | 0.02% | 117 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quartz Partners, LLC | History | Added to | 5,638 | 247 | 0.07% | 0.07% | 118 | +809 | 16.75% | Q3 2026 | Nov 03, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 5,612 | 246 | 0.08% | 0.08% | 120 | -228 | -3.9% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,725 | 246 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 5,455 | 239 | 0.09% | 0.08% | 121 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Summit Financial, LLC | History | No change | 5,458 | 234 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | New | 5,267 | 231 | 0.01% | — | 123 | +5,267 | New | Q3 2026 | Oct 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,350 | 230 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 5,175 | 227 | 0.06% | 0.07% | 125 | -1,048 | -16.84% | Q3 2026 | Oct 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,243 | 225 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,125 | 220 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 4,705 | 202 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 4,638 | 199 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,942 | 173 | 0.13% | 0.15% | 130 | -427 | -9.77% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 3,013 | 129 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,721 | 119 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,197 | 96 | 0.01% | 0.01% | 133 | +97 | 4.62% | Q3 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 86 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,800 | 79 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 1,471 | 64 | 0.03% | 0.04% | 136 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Key Capital Management, INC | History | Reduced | 1,182 | 51 | 0.02% | 0.03% | 137 | -111 | -8.58% | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 951 | 41 | 0.02% | 0.02% | 138 | -35 | -3.55% | Q3 2026 | Oct 28, 2026 |
| CX Institutional | History | No change | 660 | 29 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Signature Equity Partners, LLC | History | No change | 582 | 25 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 431 | 19 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 423 | 18 | 0.01% | 0.01% | 142 | -314 | -42.61% | Q3 2026 | Oct 19, 2026 |
| IFG Advisory, LLC | History | No change | 373 | 16 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 352 | 15 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Montgomery Financial Services LLC | History | Reduced | 317 | 13 | 0.01% | 0.01% | 145 | -41 | -11.45% | Q3 2026 | Nov 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 292 | 12 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 250 | 10 | 0.0% | 0.0% | 148 | -1,975 | -88.76% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 238 | 10 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 129 | 5 | 0.0% | 0.02% | 149 | -1,791 | -93.28% | Q3 2026 | Nov 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -177,069 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.71% | — | -100,561 | -100.0% | Q3 2026 | Oct 15, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,134 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,557 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -11,492 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,963 | -100.0% | Q3 2026 | Oct 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,888 | -100.0% | Q3 2026 | Oct 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,692 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,874 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.02% | — | -5,576 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,010 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,055 | -100.0% | Q3 2026 | Nov 02, 2026 |