FIRST TRUST EXCHANGE-TRADED FUND VIII - GSEP
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 | Reduced | 1,598,419 | 60,915 | 0.33% | 0.36% | 1 | -8,123 | -0.51% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 706,385 | 26,920 | 0.01% | 0.01% | 2 | -21,494 | -2.95% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 460,685 | 17,556 | 0.02% | 0.03% | 3 | -81,708 | -15.06% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 326,707 | 12,450 | 0.02% | 0.02% | 4 | -62,343 | -16.02% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 295,751 | 11,271 | 0.06% | 0.1% | 5 | -159,608 | -35.05% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 293,761 | 11,195 | 0.04% | 0.04% | 6 | +16,815 | 6.07% | Q1 2026 | Apr 30, 2026 |
| POM Investment Strategies, LLC | History | New | 234,124 | 8,922 | 11.08% | — | 7 | +234,124 | New | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 217,632 | 8,293 | 0.01% | 0.01% | 8 | +7,696 | 3.67% | Q1 2026 | May 13, 2026 |
| Wellment Financial | History | Reduced | 191,928 | 7,314 | 9.05% | 8.76% | 9 | -631 | -0.33% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 168,653 | 6,427 | 0.0% | 0.0% | 10 | +746 | 0.44% | Q1 2026 | May 04, 2026 |
| LM Advisors LLC | History | Reduced | 237 | 6,218 | 0.1% | 0.11% | 11 | -4 | -1.66% | Q1 2026 | May 13, 2026 |
| First International Bank of Israel Ltd. | History | No change | 144,500 | 5,506 | 1.62% | 2.67% | 12 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 140,961 | 5,372 | 1.48% | 1.39% | 13 | +13,240 | 10.37% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 135,262 | 5,154 | 1.25% | 2.35% | 14 | -133,017 | -49.58% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 128,514 | 4,897 | 0.01% | 0.01% | 15 | -14,596 | -10.2% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 120,152 | 4,578 | 0.0% | 0.0% | 16 | +20,008 | 19.98% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 116,353 | 4,434 | 0.01% | 0.02% | 17 | -48,317 | -29.34% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 102,244 | 3,896 | 0.41% | 0.43% | 18 | -440 | -0.43% | Q1 2026 | May 04, 2026 |
| Schulz Wealth, LTD. | History | No change | 96,780 | 3,749 | 2.4% | 2.4% | 19 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Americana Partners, LLC | History | Reduced | 89,395 | 3,406 | 0.09% | 0.17% | 20 | -72,356 | -44.73% | Q1 2026 | May 12, 2026 |
| Networth Advisors, LLC | History | Reduced | 71,568 | 2,727 | 1.93% | 2.07% | 21 | -692 | -0.96% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Management | History | Added to | 62,840 | 2,394 | 2.75% | 2.36% | 22 | +8,714 | 16.1% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 62,517 | 2,382 | 0.15% | 0.17% | 23 | -4,150 | -6.22% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 58,263 | 2,257 | 0.4% | 0.4% | 24 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITY HOLDING CO | History | Reduced | 54,295 | 2,069 | 0.26% | 0.29% | 25 | -6,228 | -10.29% | Q1 2026 | Apr 15, 2026 |
| SMART Wealth LLC | History | Added to | 52,815 | 2,012 | 0.59% | 0.57% | 26 | +4,164 | 8.56% | Q1 2026 | Apr 23, 2026 |
| FSA Advisors, Inc. | History | Added to | 51,190 | 1,950 | 1.29% | 1.16% | 27 | +8,171 | 18.99% | Q1 2026 | May 06, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 49,622 | 1,891 | 1.54% | 1.62% | 28 | -3,035 | -5.76% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Reduced | 48,024 | 1,830 | 0.39% | 0.42% | 29 | -237 | -0.49% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 45,942 | 1,793 | 0.1% | 0.09% | 30 | +5,592 | 13.86% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,164 | 1,759 | 0.0% | 0.0% | 31 | -2,401 | -4.94% | Q1 2026 | Apr 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 44,171 | 1,683 | 0.58% | — | 32 | +44,171 | New | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 32,140 | 1,224 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 30,665 | 1,168 | 0.02% | 0.01% | 34 | +21,832 | 247.16% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 30,380 | 1,161 | 0.06% | 0.06% | 35 | -1,645 | -5.14% | Q1 2026 | May 12, 2026 |
| FWG Investments, LLC. | History | Added to | 27,709 | 1,055 | 0.67% | 0.65% | 36 | +1,231 | 4.65% | Q1 2026 | Apr 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 27,011 | 1,029 | 0.65% | 0.62% | 37 | +617 | 2.34% | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Added to | 25,199 | 960 | 0.04% | 0.04% | 38 | +4,049 | 19.14% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,132 | 957 | 0.02% | 0.02% | 39 | -41 | -0.16% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,852 | 947 | 0.01% | 0.01% | 40 | -1,927 | -7.2% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 24,821 | 945 | 0.02% | 0.02% | 41 | -1,076 | -4.15% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,627 | 938 | 0.0% | 0.0% | 42 | +235 | 0.96% | Q1 2026 | Apr 27, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 23,972 | 913 | 0.18% | 0.21% | 43 | -1,450 | -5.7% | Q1 2026 | May 01, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 23,112 | 884 | 0.03% | 0.02% | 44 | -4,712 | -16.94% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,710 | 789 | 0.06% | 0.07% | 45 | -4,780 | -18.75% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,257 | 771 | 0.0% | — | 47 | +20,257 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,257 | 771 | 0.01% | 0.01% | 46 | +7,891 | 63.81% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,550 | 706 | 0.0% | 0.0% | 48 | -350 | -1.85% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 16,460 | 627 | 0.01% | — | 49 | +16,460 | New | Q1 2026 | Apr 20, 2026 |
| Keystone Wealth Services, LLC | History | New | 16,449 | 626 | 0.13% | — | 50 | +16,449 | New | Q1 2026 | May 13, 2026 |
| American Alpha Advisors, LLC | History | Added to | 15,815 | 602 | 0.32% | 0.34% | 51 | +1,000 | 6.75% | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | No change | 15,200 | 579 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,178 | 578 | 0.0% | 0.0% | 53 | -541 | -3.44% | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | Reduced | 15,192 | 578 | 0.11% | 0.12% | 54 | -24 | -0.16% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 15,154 | 577 | 0.15% | — | 55 | +15,154 | New | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,960 | 570 | 0.0% | 0.0% | 56 | +3,993 | 36.41% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,850 | 565 | 0.0% | 0.0% | 57 | -1,080 | -6.78% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 14,400 | 548 | 0.06% | 0.06% | 58 | +100 | 0.7% | Q1 2026 | May 04, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 14,112 | 537 | 0.22% | 0.26% | 59 | -3,185 | -18.41% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | No change | 13,852 | 527 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,717 | 522 | 0.01% | 0.01% | 61 | +4,153 | 43.42% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 13,413 | 511 | 0.45% | 0.48% | 62 | -467 | -3.36% | Q1 2026 | May 06, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 13,262 | 505 | 0.15% | 0.2% | 63 | -2,788 | -17.37% | Q1 2026 | Apr 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 12,783 | 487 | 0.02% | 0.02% | 64 | -25 | -0.2% | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 11,373 | 433 | 0.16% | 0.17% | 65 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 10,975 | 418 | 0.27% | 0.31% | 66 | -1,440 | -11.6% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,779 | 410 | 0.01% | 0.01% | 67 | -150 | -1.37% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 10,607 | 404 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10,625 | 404 | 0.13% | 0.14% | 69 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,577 | 403 | 0.01% | 0.01% | 70 | +209 | 2.02% | Q1 2026 | Apr 07, 2026 |
| Kinloch Capital, LLC | History | No change | 10,086 | 384 | 0.16% | 0.17% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,647 | 367 | 0.01% | 0.01% | 72 | -30 | -0.31% | Q1 2026 | May 18, 2026 |
| Arax Advisory Partners | History | New | 9,278 | 353 | 0.01% | — | 73 | +9,278 | New | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,056 | 345 | 0.03% | 0.05% | 74 | -1,092 | -10.76% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | New | 9,030 | 344 | 0.03% | — | 75 | +9,030 | New | Q1 2026 | Apr 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 8,741 | 333 | 0.1% | 0.11% | 76 | -189 | -2.12% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 8,720 | 332 | 0.17% | 0.21% | 77 | -1,885 | -17.77% | Q1 2026 | Apr 02, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8,553 | 325 | 0.16% | 0.2% | 79 | -1,799 | -17.38% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 8,533 | 325 | 0.03% | 0.04% | 78 | -244 | -2.78% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,962 | 303 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,724 | 294 | 0.0% | 0.0% | 81 | -11,383 | -59.58% | Q1 2026 | May 15, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 7,395 | 283 | 0.27% | 0.3% | 82 | -835 | -10.15% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,365 | 280 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,116 | 271 | 0.0% | 0.0% | 84 | -2,000 | -21.94% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,660 | 253 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 6,615 | 252 | 0.06% | 0.07% | 86 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,572 | 250 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 6,452 | 245 | 0.04% | 0.04% | 89 | -1,000 | -13.42% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,447 | 245 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 6,450 | 245 | 0.23% | 0.22% | 90 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MBL Wealth, LLC | History | No change | 6,400 | 243 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,047 | 234 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 6,135 | 233 | 0.04% | 0.03% | 93 | +107 | 1.78% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 6,050 | 230 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | No change | 5,880 | 224 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,305 | 202 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | No change | 5,252 | 200 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 4,404 | 167 | 0.05% | 2.2% | 98 | -141,731 | -96.99% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,404 | 167 | 0.05% | 0.07% | 99 | -1,453 | -24.81% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,307 | 164 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 3,519 | 134 | 0.1% | 0.08% | 101 | +622 | 21.47% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,300 | 125 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 3,179 | 121 | 0.0% | 0.0% | 103 | -1,493 | -31.96% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,127 | 119 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,033 | 111 | 0.0% | 0.0% | 105 | +17,387 | 201.1% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,807 | 106 | 0.01% | — | 106 | +2,807 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 2,596 | 99 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Benson Wealth Management INC | History | Reduced | 2,491 | 94 | 0.13% | 0.11% | 108 | -157 | -5.93% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 1,865 | 71 | 0.0% | 0.0% | 109 | -898 | -32.5% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,784 | 68 | 0.0% | 0.0% | 110 | -1,001 | -35.94% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,679 | 63 | 0.0% | 0.0% | 111 | -3,000 | -64.12% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Added to | 1,598 | 60 | 0.04% | 0.04% | 112 | +568 | 55.15% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,403 | 53 | 0.0% | 0.0% | 113 | -44 | -3.04% | Q1 2026 | Apr 07, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 888 | 33 | 0.01% | 0.02% | 114 | -32 | -3.48% | Q1 2026 | Apr 20, 2026 |
| PFS Partners, LLC | History | No change | 876 | 33 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 393 | 14 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 263 | 10 | 0.0% | 0.0% | 118 | -535 | -67.04% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 88 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | No change | 97 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 53 | 2 | 0.0% | — | 121 | +53 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -110,591 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -53,696 | -100.0% | Q1 2026 | May 15, 2026 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.83% | — | -29,671 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,179 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,720 | -100.0% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,206 | -100.0% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,324 | -100.0% | Q1 2026 | May 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,270 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,655 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,240 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -883 | -100.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |