FIRST TRUST EXCHANGE-TRADED FUND VIII - UCON
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 13,680,994 | 340,383 | 0.08% | 0.08% | 1 | +1,205,947 | 9.67% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 9,315,618 | 231,772 | 0.01% | 0.01% | 2 | +357,277 | 3.99% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,174,273 | 178,495 | 0.03% | 0.03% | 3 | +1,101,740 | 18.14% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,567,401 | 138,557 | 0.03% | 0.03% | 4 | +229,696 | 4.3% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,199,258 | 104,477 | 0.01% | 0.01% | 5 | +365,678 | 9.54% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,197,950 | 104,445 | 1.41% | 1.58% | 6 | +77,065 | 1.87% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,023,683 | 100,109 | 0.01% | 0.02% | 7 | +20,148 | 0.5% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,832,819 | 70,480 | 0.02% | 0.02% | 8 | +1,907 | 0.07% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,623,316 | 65,268 | 0.02% | 0.02% | 9 | +167,138 | 6.8% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,471,711 | 61,496 | 0.06% | 0.06% | 10 | +35,375 | 1.45% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,093,617 | 52,089 | 0.06% | 0.06% | 11 | +186,373 | 9.77% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,045,101 | 50,884 | 0.06% | 0.07% | 12 | +153,974 | 8.14% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,757,095 | 43,716 | 0.04% | 0.04% | 13 | +320,465 | 22.31% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,661,708 | 41,343 | 0.03% | 0.04% | 14 | +27,926 | 1.71% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,572,195 | 39,116 | 1.52% | 1.62% | 15 | +91,824 | 6.2% | Q2 2026 | Jul 02, 2026 |
| Csenge Advisory Group | History | Added to | 1,528,668 | 38,033 | 1.54% | 1.69% | 16 | +38,496 | 2.58% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,400,315 | 34,839 | 0.24% | 0.27% | 17 | +16,860 | 1.22% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,129,539 | 28,102 | 0.51% | 0.46% | 18 | +236,972 | 26.55% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | Reduced | 999,374 | 24,864 | 0.03% | 0.03% | 19 | -3,200 | -0.32% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 982,703 | 24,449 | 0.16% | 0.18% | 20 | +84,095 | 9.36% | Q2 2026 | Sep 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 932,943 | 23,211 | 0.05% | 0.05% | 21 | +165,752 | 21.61% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 872,866 | 21,716 | 1.02% | 1.09% | 22 | +32,949 | 3.92% | Q2 2026 | Jul 21, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 859,217 | 21,377 | 3.95% | 5.17% | 23 | -173,979 | -16.84% | Q2 2026 | Jul 24, 2026 |
| EdgeRock Capital LLC | History | Added to | 842,625 | 20,964 | 4.75% | 5.3% | 24 | +52,089 | 6.59% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 833,938 | 20,748 | 0.03% | 0.04% | 25 | -284,660 | -25.45% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 816,396 | 20,311 | 0.58% | 0.6% | 26 | +45,984 | 5.97% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 807,842 | 20,099 | 0.2% | 0.22% | 27 | +22,676 | 2.89% | Q2 2026 | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 806,300 | 20,060 | 2.3% | 2.42% | 28 | +66,274 | 8.96% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 801,883 | 19,950 | 0.22% | 0.25% | 29 | -1,094 | -0.14% | Q2 2026 | Jul 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 792,030 | 19,705 | 1.27% | 1.06% | 30 | +154,840 | 24.3% | Q2 2026 | Aug 14, 2026 |
| Arch Global Advisors, LLC | History | Added to | 783,525 | 19,494 | 8.63% | 8.08% | 31 | +158,551 | 25.37% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 782,901 | 19,478 | 0.11% | 0.0% | 32 | +769,115 | 5578.96% | Q2 2026 | Aug 14, 2026 |
| TruWealth Advisors, LLC | History | No change | 774,486 | 19,183 | 0.92% | 0.92% | 33 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 756,295 | 18,816 | 1.16% | 1.47% | 34 | -57,303 | -7.04% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 745,409 | 18,583 | 0.0% | 0.0% | 35 | +139,342 | 22.99% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 679,658 | 16,909 | 0.08% | 0.06% | 36 | +153,350 | 29.14% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 661,016 | 16,245 | 0.07% | 0.05% | 37 | +239,530 | 56.83% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 647,628 | 16,112 | 0.33% | 0.37% | 38 | +11,856 | 1.86% | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | Added to | 637,466 | 15,860 | 1.3% | 1.36% | 39 | +10,765 | 1.72% | Q2 2026 | Aug 05, 2026 |
| Navalign, LLC | History | Added to | 620,228 | 15,431 | 3.6% | 3.74% | 40 | +21,534 | 3.6% | Q2 2026 | Jul 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 604,554 | 15,041 | 6.31% | 6.46% | 41 | +36,650 | 6.45% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 590,042 | 14,680 | 0.58% | 0.72% | 42 | -71,321 | -10.78% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 580,959 | 14,483 | 0.47% | 0.52% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 577,736 | 14,374 | 0.93% | 1.08% | 44 | +6,589 | 1.15% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 557,893 | 13,880 | 0.03% | 0.03% | 45 | +57,759 | 11.55% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 544,255 | 13,541 | 0.08% | 0.09% | 46 | -33,552 | -5.81% | Q2 2026 | Aug 17, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 536,383 | 13,345 | 3.94% | 4.48% | 47 | -30,695 | -5.41% | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 522,596 | 12,808 | 0.26% | 0.28% | 48 | +12,105 | 2.37% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 497,973 | 12,334 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 487,466 | 12,128 | 0.04% | 0.05% | 50 | -18,654 | -3.69% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 455,724 | 11,338 | 0.37% | 0.47% | 51 | -41,997 | -8.44% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 445,374 | 11,078 | 0.51% | 0.59% | 52 | -13,810 | -3.01% | Q2 2026 | Aug 20, 2026 |
| Focus Financial Network, Inc. | History | New | 435,847 | 10,843 | 0.34% | — | 53 | +435,847 | New | Q2 2026 | Jul 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 432,069 | 10,749 | 0.97% | 1.07% | 54 | +22,181 | 5.41% | Q2 2026 | Jul 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 428,367 | 10,657 | 0.17% | — | 56 | +428,367 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 428,366 | 10,657 | 2.92% | 3.22% | 55 | +11,619 | 2.79% | Q2 2026 | Jul 21, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 407,632 | 10,141 | 2.44% | 2.69% | 57 | +8,700 | 2.18% | Q2 2026 | Jul 29, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 404,016 | 10,051 | 3.89% | 3.53% | 58 | -685 | -0.17% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 392,174 | 9,757 | 0.01% | 0.01% | 59 | -24,176 | -5.81% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 377,679 | 9,396 | 0.01% | 0.02% | 60 | -121,199 | -24.29% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 367,273 | 9,137 | 0.24% | 0.36% | 61 | -89,579 | -19.61% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 362,821 | 9,027 | 0.54% | 0.67% | 62 | -327,321 | -47.43% | Q2 2026 | Aug 04, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 362,396 | 9,016 | 6.54% | 7.14% | 63 | +2,434 | 0.68% | Q2 2026 | Jul 21, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 357,500 | 8,894 | 6.17% | 6.66% | 64 | +2,256 | 0.64% | Q2 2026 | Jul 23, 2026 |
| Live Oak Investment Partners | History | Added to | 355,723 | 8,850 | 4.76% | 5.09% | 65 | +7,691 | 2.21% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | Added to | 354,461 | 8,818 | 0.64% | 0.71% | 66 | +1,627 | 0.46% | Q2 2026 | Jul 24, 2026 |
| Wealth Advisory Team LLC | History | New | 321,889 | 8,008 | 6.51% | — | 67 | +321,889 | New | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 310,721 | 7,730 | 0.07% | 0.08% | 68 | +3,755 | 1.22% | Q2 2026 | Jul 27, 2026 |
| Certified Advisory Corp | History | Reduced | 303,176 | 7,543 | 0.61% | 0.7% | 69 | -9,739 | -3.11% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 301,493 | 7,501 | 0.01% | 0.01% | 70 | +14,637 | 5.1% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 297,348 | 7,398 | 0.15% | 0.05% | 71 | +242,431 | 441.45% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 281,760 | 7,010 | 1.59% | 1.64% | 72 | +18,566 | 7.05% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 271,933 | 6,765 | 0.2% | 0.3% | 73 | -84,714 | -23.75% | Q2 2026 | Jul 06, 2026 |
| PFG Advisors | History | Added to | 271,861 | 6,763 | 0.34% | 0.32% | 74 | +10,347 | 3.96% | Q2 2026 | Jul 16, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 263,690 | 6,560 | 1.48% | 1.63% | 75 | +1,816 | 0.69% | Q2 2026 | Jul 08, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 262,644 | 6,534 | 3.97% | 4.45% | 76 | +19,146 | 7.86% | Q2 2026 | Aug 04, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 257,263 | 6,400 | 0.86% | 0.95% | 77 | -4,366 | -1.67% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 252,649 | 6,285 | 0.02% | 0.02% | 78 | +42,754 | 20.37% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Added to | 248,448 | 6,181 | 0.07% | 0.02% | 79 | +194,615 | 361.52% | Q2 2026 | Aug 12, 2026 |
| GSG Advisors LLC | History | Reduced | 245,011 | 6,095 | 1.34% | 1.62% | 80 | -6,125 | -2.44% | Q2 2026 | Aug 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 244,917 | 6,093 | 4.88% | 5.29% | 81 | +3,623 | 1.5% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | Added to | 241,682 | 6,013 | 1.09% | 0.97% | 82 | +48,998 | 25.43% | Q2 2026 | Jul 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 238,069 | 5,923 | 1.15% | 1.07% | 83 | +53,452 | 28.95% | Q2 2026 | Jul 23, 2026 |
| My Portfolio Guide, LLC | History | No change | 238,296 | 5,904 | 3.27% | 3.27% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | Added to | 235,009 | 5,847 | 0.35% | 0.36% | 85 | +17,838 | 8.21% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 232,625 | 5,787 | 0.07% | 0.09% | 86 | -2,003 | -0.85% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 227,668 | 5,664 | 0.05% | 0.05% | 87 | +31,903 | 16.3% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 218,384 | 5,433 | 3.0% | 2.59% | 88 | +57,561 | 35.79% | Q2 2026 | Jul 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 215,659 | 5,365 | 0.49% | 0.68% | 89 | -39,089 | -15.34% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 215,630 | 5,364 | 0.06% | 0.08% | 90 | +55,223 | 34.43% | Q2 2026 | Aug 10, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 209,939 | 5,223 | 1.34% | 1.63% | 91 | -3,256 | -1.53% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 205,551 | 5,114 | 0.01% | 0.01% | 92 | -273,170 | -57.06% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 204,552 | 5,089 | 0.03% | 0.02% | 93 | +85,778 | 72.22% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 204,175 | 5,079 | 0.46% | 0.64% | 94 | -30,945 | -13.16% | Q2 2026 | Jul 22, 2026 |
| Synergy Investment Management, LLC | History | Added to | 204,044 | 5,076 | 1.23% | 1.52% | 95 | +16,390 | 8.73% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 190,935 | 4,750 | 0.36% | 0.41% | 96 | -10,730 | -5.32% | Q2 2026 | Jul 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 190,379 | 4,736 | 0.05% | 0.09% | 97 | -97,948 | -33.97% | Q2 2026 | Aug 03, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 174,823 | 4,349 | 0.49% | 0.54% | 98 | -14,871 | -7.84% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 174,645 | 4,345 | 0.09% | 0.09% | 99 | +12,632 | 7.8% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 172,475 | 4,291 | 0.11% | 0.12% | 100 | +4,033 | 2.39% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 171,690 | 4,218 | 0.07% | — | 102 | +171,690 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 171,690 | 4,218 | 0.07% | 0.02% | 101 | +119,762 | 230.63% | Q2 2026 | Jul 29, 2026 |
| Holistic Financial Partners | History | Reduced | 168,531 | 4,193 | 2.56% | 4.65% | 103 | -336,006 | -66.6% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 157,794 | 3,925 | 0.15% | 0.17% | 104 | -599 | -0.38% | Q2 2026 | Jul 22, 2026 |
| Fairway Financial, LLC | History | Added to | 153,163 | 3,810 | 2.61% | 2.83% | 105 | +2,804 | 1.86% | Q2 2026 | Aug 03, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 153,000 | 3,806 | 0.51% | 3.0% | 106 | -612,621 | -80.02% | Q2 2026 | Jul 15, 2026 |
| Midwest Financial Group LLC | History | New | 149,886 | 3,729 | 1.31% | — | 107 | +149,886 | New | Q2 2026 | Jul 21, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 148,920 | 3,705 | 2.99% | 3.17% | 108 | +6,518 | 4.58% | Q2 2026 | Aug 10, 2026 |
| RiverTree Advisors, LLC | History | Added to | 135,348 | 3,367 | 1.99% | 1.6% | 109 | +33,224 | 32.53% | Q2 2026 | Jul 22, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 134,691 | 3,351 | 0.04% | 0.16% | 110 | -278,950 | -67.44% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 127,103 | 3,162 | 0.31% | 0.34% | 111 | +1,760 | 1.4% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 126,257 | 3,141 | 0.04% | 0.04% | 112 | +6,910 | 5.79% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 125,810 | 3,130 | 0.01% | 0.0% | 113 | +102,044 | 429.37% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 125,615 | 3,125 | 0.77% | 1.44% | 114 | -80,823 | -39.15% | Q2 2026 | Jul 08, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 118,507 | 2,948 | 1.52% | 1.54% | 115 | +12,069 | 11.34% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 117,379 | 2,920 | 0.71% | 0.77% | 116 | +11,218 | 10.57% | Q2 2026 | Jul 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 114,627 | 2,851 | 0.18% | 0.19% | 117 | +4,208 | 3.81% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 106,659 | 2,653 | 0.05% | 0.01% | 118 | +94,959 | 811.62% | Q2 2026 | Jul 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 104,816 | 2,607 | 0.83% | 1.04% | 119 | -9,117 | -8.0% | Q2 2026 | Jul 31, 2026 |
| Core Wealth Partners LLC | History | Added to | 104,345 | 2,596 | 1.11% | 0.11% | 120 | +94,625 | 973.51% | Q2 2026 | Jul 17, 2026 |
| HCR Wealth Advisors | History | Added to | 99,819 | 2,483 | 0.22% | 0.22% | 121 | +15,264 | 18.05% | Q2 2026 | Jul 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 97,695 | 2,425 | 1.13% | 1.46% | 122 | -18,025 | -15.58% | Q2 2026 | Jul 15, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 89,113 | 2,217 | 0.72% | 0.78% | 123 | +3,415 | 3.98% | Q2 2026 | Jul 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 87,114 | 2,167 | 0.09% | 0.1% | 124 | -2,306 | -2.58% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 84,941 | 2,113 | 0.14% | 0.18% | 125 | -4,821 | -5.37% | Q2 2026 | Aug 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 77,200 | 1,920 | 0.05% | 0.05% | 126 | -396 | -0.51% | Q2 2026 | Jul 28, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 76,645 | 1,906 | 0.54% | 0.86% | 127 | -16,704 | -17.89% | Q2 2026 | Aug 06, 2026 |
| Capital CS Group, LLC | History | Reduced | 76,485 | 1,902 | 1.5% | 4.96% | 128 | -20,826 | -21.4% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 74,337 | 1,849 | 0.05% | 0.07% | 129 | -27,229 | -26.81% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 71,904 | 1,788 | 0.0% | 0.0% | 130 | -335,710 | -82.36% | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 70,664 | 1,758 | 0.02% | 0.03% | 131 | -16,294 | -18.74% | Q2 2026 | Aug 18, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 65,463 | 1,628 | 0.9% | 1.04% | 132 | -214 | -0.33% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 61,072 | 1,519 | 0.0% | 0.0% | 133 | -4,717 | -7.17% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 58,985 | 1,468 | 0.06% | 0.04% | 134 | +21,338 | 56.68% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 58,266 | 1,449 | 0.0% | 0.0% | 135 | -4,009 | -6.44% | Q2 2026 | Aug 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 54,551 | 1,357 | 0.26% | 0.27% | 136 | +1,807 | 3.43% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 54,474 | 1,355 | 0.12% | 0.28% | 137 | -58,609 | -51.83% | Q2 2026 | Jul 16, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 54,457 | 1,354 | 1.38% | — | 138 | +54,457 | New | Q2 2026 | Jul 08, 2026 |
| PKS Advisory Services, LLC | History | Added to | 51,934 | 1,292 | 0.21% | 0.3% | 139 | +999 | 1.96% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 50,133 | 1,247 | 0.01% | 0.01% | 140 | -2,840 | -5.36% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 48,673 | 1,211 | 0.02% | 0.01% | 141 | +12,638 | 35.07% | Q2 2026 | Jul 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 44,880 | 1,116 | 0.46% | 0.34% | 142 | +17,305 | 62.76% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 44,472 | 1,106 | 0.0% | 0.0% | 143 | +8,095 | 22.25% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 43,412 | 1,080 | 0.06% | 0.06% | 144 | +4,889 | 12.69% | Q2 2026 | Jul 15, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Added to | 43,388 | 1,079 | 0.97% | 0.31% | 145 | +31,226 | 256.75% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 41,503 | 1,032 | 0.01% | 0.01% | 146 | -11,673 | -21.95% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 41,039 | 1,021 | 0.02% | 0.03% | 147 | -6,185 | -13.1% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | Added to | 39,740 | 989 | 0.0% | 0.0% | 148 | +6,155 | 18.33% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 39,694 | 987 | 0.02% | 0.01% | 149 | +27,712 | 231.28% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | Reduced | 39,591 | 985 | 0.04% | 0.05% | 150 | -4,975 | -11.16% | Q2 2026 | Aug 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 38,702 | 962 | 0.09% | 0.05% | 151 | +18,639 | 92.9% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 37,420 | 925 | 0.05% | 0.08% | 152 | -6,232 | -14.28% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 36,843 | 916 | 0.06% | 0.07% | 153 | +198 | 0.54% | Q2 2026 | Jul 21, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 35,592 | 885 | 0.09% | 0.12% | 154 | -2,391 | -6.29% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | Added to | 35,317 | 878 | 0.14% | 0.15% | 155 | +2,891 | 8.92% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 33,455 | 832 | 0.0% | 0.0% | 156 | -2,255 | -6.31% | Q2 2026 | Aug 07, 2026 |
| Chris Bulman Inc | History | Added to | 33,420 | 831 | 0.3% | 0.32% | 157 | +3,857 | 13.05% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 32,489 | 808 | 0.01% | — | 158 | +32,489 | New | Q2 2026 | Aug 06, 2026 |
| CLG LLC | History | Added to | 31,833 | 792 | 0.17% | 0.19% | 159 | +131 | 0.41% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 31,480 | 783 | 0.04% | 0.05% | 160 | -3,681 | -10.47% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | Added to | 31,275 | 775 | 0.08% | 0.08% | 161 | +1,232 | 4.1% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 29,473 | 733 | 0.0% | 0.0% | 162 | +589 | 2.04% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 29,269 | 728 | 0.01% | 0.43% | 163 | -1,033,591 | -97.25% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 29,065 | 722 | 0.09% | — | 164 | +29,065 | New | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 28,249 | 702 | 0.0% | 0.0% | 165 | -153 | -0.54% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 28,005 | 696 | 0.01% | 0.01% | 166 | -559 | -1.96% | Q2 2026 | Aug 04, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 27,877 | 693 | 0.42% | 0.44% | 167 | +450 | 1.64% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Reduced | 27,661 | 688 | 0.0% | 0.02% | 168 | -194 | -0.7% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 27,151 | 675 | 0.01% | 0.01% | 169 | +2,431 | 9.83% | Q2 2026 | Jul 15, 2026 |
| Balefire, LLC | History | Reduced | 26,759 | 665 | 0.11% | 0.16% | 170 | -6,819 | -20.31% | Q2 2026 | Jul 07, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 25,616 | 637 | 0.22% | 0.26% | 171 | -68 | -0.26% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,973 | 621 | 0.0% | 0.0% | 172 | +886 | 3.68% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,900 | 619 | 0.01% | 0.02% | 173 | -1,347 | -5.13% | Q2 2026 | Aug 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 24,862 | 618 | 0.23% | 0.26% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HORAN Wealth, LLC | History | Added to | 24,493 | 609 | 0.08% | 0.05% | 175 | +4,139 | 20.34% | Q2 2026 | Aug 26, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 23,904 | 594 | 5.36% | 5.42% | 176 | -4,961 | -17.19% | Q2 2026 | Jul 31, 2026 |
| Berger Financial Group, Inc | History | Reduced | 23,104 | 574 | 0.03% | 0.03% | 177 | -868 | -3.62% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | New | 23,034 | 573 | 0.0% | — | 178 | +23,034 | New | Q2 2026 | Aug 13, 2026 |
| WASHINGTON TRUST BANK | History | New | 22,170 | 551 | 0.04% | — | 179 | +22,170 | New | Q2 2026 | Aug 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 22,144 | 550 | 0.07% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 22,144 | 550 | 0.0% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | Reduced | 21,847 | 543 | 0.0% | 0.0% | 182 | -1,650 | -7.02% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,662 | 538 | 0.02% | 0.01% | 183 | +5,397 | 33.18% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,023 | 523 | 0.01% | 0.01% | 184 | +3,074 | 17.13% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 19,535 | 486 | 0.04% | 0.04% | 185 | +1,873 | 10.6% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 19,395 | 482 | 0.02% | 0.03% | 186 | -194 | -0.99% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 19,370 | 481 | 0.0% | 0.01% | 187 | -492 | -2.48% | Q2 2026 | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 19,108 | 475 | 0.03% | 0.06% | 188 | -11,019 | -36.58% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,987 | 470 | 0.0% | 0.0% | 189 | -6,369 | -25.12% | Q2 2026 | Jul 15, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 18,600 | 462 | 0.06% | 0.08% | 190 | +182 | 0.99% | Q2 2026 | Aug 04, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 18,494 | 460 | 0.21% | 0.26% | 191 | -1,008 | -5.17% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 18,359 | 457 | 0.01% | 0.01% | 192 | -438 | -2.33% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | Reduced | 17,968 | 447 | 0.05% | 0.05% | 193 | -3 | -0.02% | Q2 2026 | Jul 29, 2026 |
| Q3 Asset Management | History | Added to | 17,199 | 427 | 0.08% | 0.1% | 194 | +191 | 1.12% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Reduced | 16,825 | 418 | 0.06% | 0.07% | 195 | -815 | -4.62% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 15,413 | 383 | 0.0% | 0.0% | 196 | +2,961 | 23.78% | Q2 2026 | Aug 03, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,187 | 377 | 0.18% | 0.2% | 198 | +165 | 1.1% | Q2 2026 | Jul 28, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 15,187 | 377 | 0.19% | 0.23% | 197 | +52 | 0.34% | Q2 2026 | Aug 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 15,052 | 374 | 0.06% | 0.07% | 199 | +168 | 1.13% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 14,802 | 368 | 0.02% | 0.02% | 201 | +3,880 | 35.52% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | Reduced | 14,801 | 368 | 0.03% | 0.03% | 200 | -2,112 | -12.49% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Reduced | 14,528 | 361 | 0.01% | 0.09% | 202 | -50,818 | -77.77% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | Reduced | 14,297 | 355 | 0.08% | 0.61% | 203 | -88,206 | -86.05% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 13,393 | 333 | 0.02% | 0.02% | 204 | -935 | -6.53% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 13,373 | 332 | 0.01% | 0.01% | 205 | -3,570 | -21.07% | Q2 2026 | Aug 03, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 13,040 | 324 | 0.07% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 12,813 | 318 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 12,221 | 300 | 0.12% | 0.46% | 208 | -26,765 | -68.65% | Q2 2026 | Aug 11, 2026 |
| Ellenbecker Investment Group | History | Reduced | 12,053 | 299 | 0.03% | 0.04% | 209 | -913 | -7.04% | Q2 2026 | Jul 27, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 11,881 | 295 | 0.08% | 0.09% | 210 | -201 | -1.66% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,833 | 294 | 0.01% | 0.01% | 211 | -616 | -4.95% | Q2 2026 | Jul 13, 2026 |
| Adelphi Trust Co | History | New | 11,710 | 291 | 0.19% | — | 212 | +11,710 | New | Q2 2026 | Jul 01, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,619 | 289 | 0.02% | 0.02% | 213 | -540 | -4.44% | Q2 2026 | Jul 27, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 11,461 | 285 | 0.09% | 0.1% | 214 | +128 | 1.13% | Q2 2026 | Jul 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 11,450 | 284 | 0.02% | 0.03% | 215 | +2,745 | 31.53% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | Reduced | 11,312 | 281 | 0.0% | 0.0% | 216 | -55 | -0.48% | Q2 2026 | Jul 30, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,450 | 259 | 0.01% | 0.02% | 217 | -6,242 | -37.4% | Q2 2026 | Jul 23, 2026 |
| Valeo Financial Advisors, LLC | History | New | 10,253 | 255 | 0.01% | — | 218 | +10,253 | New | Q2 2026 | Jul 08, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | New | 9,872 | 245 | 0.05% | — | 219 | +9,872 | New | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 9,528 | 237 | 0.01% | 0.01% | 220 | +266 | 2.87% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,500 | 236 | 0.0% | 0.0% | 221 | -26,655 | -73.72% | Q2 2026 | Aug 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 9,254 | 230 | 0.09% | 0.14% | 222 | -3,533 | -27.63% | Q2 2026 | Jul 27, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 9,077 | 225 | 0.19% | 0.22% | 223 | -193 | -2.08% | Q2 2026 | Aug 04, 2026 |
| Claris Financial LLC | History | No change | 8,984 | 222 | 0.12% | 0.12% | 224 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,912 | 221 | 0.0% | 0.0% | 225 | -1,125 | -11.21% | Q2 2026 | Jul 20, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 8,830 | 219 | 0.02% | 0.02% | 226 | -291 | -3.19% | Q2 2026 | Jul 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 8,738 | 217 | 0.02% | 0.03% | 227 | -845 | -8.82% | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 8,705 | 216 | 0.02% | — | 228 | +8,705 | New | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 8,343 | 207 | 0.11% | — | 229 | +8,343 | New | Q2 2026 | Jul 07, 2026 |
| Krilogy Financial LLC | History | Added to | 8,316 | 206 | 0.01% | 0.01% | 230 | +35 | 0.42% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,185 | 203 | 0.0% | — | 231 | +8,185 | New | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 8,150 | 202 | 0.02% | 0.02% | 232 | -13 | -0.16% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | New | 8,085 | 201 | 0.01% | — | 234 | +8,085 | New | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,098 | 201 | 0.0% | 0.0% | 233 | +6,366 | 367.55% | Q2 2026 | Aug 12, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 3,159 | 173 | 0.07% | — | 236 | +3,159 | New | Q2 2026 | Aug 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,982 | 173 | 0.1% | 0.13% | 235 | -81 | -1.15% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,125 | 152 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 6,100 | 151 | 0.05% | 0.05% | 238 | -230 | -3.63% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,640 | 140 | 0.04% | 0.05% | 239 | -202 | -3.46% | Q2 2026 | Jul 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5,101 | 126 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | New | 4,722 | 117 | 0.0% | — | 241 | +4,722 | New | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 4,446 | 110 | 0.0% | 0.0% | 242 | -830 | -15.73% | Q2 2026 | Jul 15, 2026 |
| Basepoint Wealth LLC | History | New | 3,710 | 92 | 0.05% | — | 243 | +3,710 | New | Q2 2026 | Aug 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,080 | 76 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 2,500 | 62 | 0.02% | 0.02% | 245 | -273 | -9.84% | Q2 2026 | Jul 30, 2026 |
| First Pacific Financial | History | Added to | 2,301 | 57 | 0.01% | 0.01% | 246 | +26 | 1.14% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,273 | 56 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascentis Independent Advisors | History | No change | 2,230 | 55 | 0.15% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Capital Management LLC | History | Added to | 1,941 | 48 | 0.0% | 0.0% | 249 | +21 | 1.09% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | Added to | 1,908 | 47 | 0.0% | 0.04% | 250 | +1,308 | 218.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | New | 1,242 | 30 | 0.0% | — | 251 | +1,242 | New | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | New | 1,235 | 30 | 0.01% | — | 252 | +1,235 | New | Q2 2026 | Jul 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 931 | 23 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Decker Retirement Planning Inc. | History | New | 804 | 20 | 0.01% | — | 255 | +804 | New | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 818 | 20 | 0.0% | 0.0% | 254 | +9 | 1.11% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 768 | 19 | 0.01% | — | 256 | +768 | New | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 735 | 18 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 701 | 17 | 0.0% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 625 | 15 | 0.0% | 0.0% | 259 | -2,089 | -76.97% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 619 | 15 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 624 | 15 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | New | 543 | 13 | 0.0% | — | 262 | +543 | New | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 423 | 10 | 0.0% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 385 | 9 | 0.0% | 0.0% | 264 | -400 | -50.96% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 398 | 9 | 0.0% | 0.0% | 265 | +204 | 105.15% | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 235 | 5 | 0.0% | 0.0% | 266 | +3 | 1.29% | Q2 2026 | Jul 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 237 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 217 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HHM Wealth Advisors, LLC | History | New | 112 | 2 | 0.0% | — | 272 | +112 | New | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 110 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Investors Research Corp | History | New | 51 | 1 | 0.0% | — | 274 | +51 | New | Q2 2026 | Jul 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 75 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -997,473 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 2.16% | — | -845,423 | -100.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -272,279 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Entruity Wealth, LLC | History | Closed out | 0 | 0 | — | 3.74% | — | -222,447 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.05% | — | -202,703 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -180,009 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -52,079 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,579 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,926 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -13,903 | -100.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,978 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,928 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -9,535 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,486 | -100.0% | Q2 2026 | Aug 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,465 | -100.0% | Q2 2026 | Jul 24, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,143 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,270 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,222 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,356 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,050 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,409 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,726 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,569 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,382 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -762 | -100.0% | Q2 2026 | Aug 06, 2026 |