| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 11% | -12% | $3,035,372 | -$284,570 | 82,911 | -8.6% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| FIRST TRUST PORTFOLIOS LP | 0.31% | -100% | $83,108 | -$19,208,782 | 2,353 | -100% | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 31 Dec 2025, 32 institutional investors reported holding 480,377 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (XAUG). This represents 62% of the company’s total 774,869 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND VIII - Exchange Traded Fund (XAUG) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 11% | 87,580 | +5.6% | 0% | $3,278,627 |
| Cetera Investment Advisers | 6.6% | 51,487 | -2.5% | 0% | $1,927,458 |
| OSAIC HOLDINGS, INC. | 5.2% | 39,950 | -0.08% | 0% | $1,495,674 |
| Diligent Investors, LLC | 5% | 38,815 | -0.51% | 0.36% | $1,453,071 |
| Kestra Advisory Services, LLC | 3.8% | 29,401 | -17% | 0% | $1,100,650 |
| Ashton Thomas Private Wealth, LLC | 3.6% | 27,673 | -2.2% | 0.03% | $1,035,961 |
| CITADEL ADVISORS LLC | 2.8% | 21,321 | -9.8% | 0% | $798,169 |
| Bouchey Financial Group Ltd | 2.2% | 17,358 | -1.2% | 0.05% | $649,811 |
| IMC-Chicago, LLC | 2.2% | 16,896 | 0.01% | $632,515 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.1% | 15,912 | -1.8% | 0% | $595,680 |
| LPL Financial LLC | 2% | 15,404 | +19% | 0% | $576,661 |
| CROSSPOINT FINANCIAL, LLC | 1.8% | 14,291 | 0% | 1.3% | $534,995 |
| HARBOUR INVESTMENTS, INC. | 1.6% | 12,411 | -31% | 0.01% | $464,616 |
| Corient Private Wealth LLC | 1.5% | 11,600 | 0% | 0% | $434,255 |
| SILVER OAK SECURITIES, INCORPORATED | 1.3% | 9,975 | +73% | 0.03% | $374,054 |
| 1776 Wealth LLC | 1.2% | 9,649 | 0% | 0.14% | $361,218 |
| Mutual Advisors, LLC | 1.1% | 8,792 | -3.6% | 0.01% | $329,136 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.1% | 8,188 | -1.6% | 0% | $306,524 |
| ENVESTNET ASSET MANAGEMENT INC | 0.99% | 7,697 | -4% | 0% | $288,143 |
| Sequent Planning LLC | 0.86% | 6,630 | +10% | 0.06% | $248,199 |
| OLD MISSION CAPITAL LLC | 0.7% | 5,433 | 0.01% | $203,388 | |
| BARCLAYS PLC | 0.69% | 5,313 | +60% | 0% | $198,896 |
| CENTAURUS FINANCIAL, INC. | 0.52% | 3,996 | 0% | 0.01% | $150,000 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.47% | 3,652 | -3.6% | 0.02% | $136,715 |
| PFS Partners, LLC | 0.42% | 3,234 | 0% | 0.06% | $121,068 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 480,377 | $17,984,454 | -$24,331 | $37.44 | 32 |
| 2025 Q3 | 490,109 | $18,002,832 | -$994,728 | $36.75 | 31 |
| 2025 Q2 | 518,486 | $18,523,842 | -$10,826,529 | $35.72 | 31 |
| 2025 Q1 | 823,882 | $28,090,234 | +$4,878,721 | $34.10 | 29 |
| 2024 Q4 | 680,486 | $23,275,453 | -$2,054,386 | $34.19 | 31 |
| 2024 Q3 | 739,799 | $24,960,581 | +$18,298,638 | $33.74 | 34 |
| 2024 Q2 | 202,787 | $6,666,557 | -$1,259,443 | $32.86 | 22 |
| 2024 Q1 | 220,228 | $7,113,113 | -$3,101,303 | $32.30 | 20 |
| 2023 Q4 | 317,837 | $9,971,948 | -$34,307,379 | $31.37 | 24 |
| 2023 Q3 | 1,457,261 | $43,193,331 | +$43,193,331 | $29.64 | 19 |