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Ftvest Lddrdintlmod Buff ETF (BUFY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares799,922 from 742,624
Change+57,298 (+8%)
Value$19.0M (+$1.6M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares161,249 from 89,112
Change+72,137 (+81%)
Value$3.8M (+$1.7M)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares119,095 from 115,817
Change+3,278 (+3%)
Value$2.8M (+$115.1K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares76,665 from 66,398
Change+10,267 (+15%)
Value$1.8M (+$265.0K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares76,491 from 54,198
Change+22,293 (+41%)
Value$1.8M (+$548.0K)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares76,161 from 70,247
Change+5,914 (+8%)
Value$1.8M (+$163.0K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares73,146 from 71,746
Change+1,400 (+2%)
Value$1.7M (+$32.9K)
Filed 2026-10-13
Vima LLC
INCREASED
Shares69,172 from 69,046
Change+126 (+0%)
Value$1.6M (+$25.2K)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares65,615 from 65,250
Change+365 (+1%)
Value$1.6M (+$29.7K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares58,428 from 21,354
Change+37,074 (+174%)
Value$1.4M (+$886.6K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED
Shares58,133 from 48,951
Change+9,182 (+19%)
Value$1.4M (+$233.7K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares56,186 from 84,996
Change-28,810 (-34%)
Value$1.3M (-$651.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares49,624 from 37,748
Change+11,876 (+31%)
Value$1.2M (+$294.0K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares48,840 from 16,943
Change+31,897 (+188%)
Value$1.2M (+$762.4K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
NEW
Shares41,300
Change+41,300
Value$980.0K
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares36,685 from 38,400
Change-1,715 (-4%)
Value$870.5K (-$28.3K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares30,229 from 28,202
Change+2,027 (+7%)
Value$717.3K (+$57.2K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares28,700 from 33,708
Change-5,008 (-15%)
Value$681.1K (-$108.0K)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
INCREASED
Shares28,566 from 26,675
Change+1,891 (+7%)
Value$677.9K (+$53.5K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares26,518 from 25,638
Change+880 (+3%)
Value$629.3K (+$29.2K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares24,670 from 16,881
Change+7,789 (+46%)
Value$585.4K (+$190.3K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED
Shares24,643 from 24,226
Change+417 (+2%)
Value$584.8K (+$17.7K)
Filed 2026-10-23
National Wealth Management Group, LLC
INCREASED
Shares24,138 from 13,451
Change+10,687 (+79%)
Value$572.8K (+$257.9K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares22,081 from 19,314
Change+2,767 (+14%)
Value$524.0K (+$71.9K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares21,517 from 20,882
Change+635 (+3%)
Value$510.6K (+$21.8K)
Filed 2026-10-13
Chris Bulman Inc
INCREASED
Shares21,349 from 21,185
Change+164 (+1%)
Value$506.6K (+$10.7K)
Filed 2026-10-20
Mcdonald Partners LLC
INCREASED
Shares19,860 from 9,860
Change+10,000 (+101%)
Value$471.3K (+$240.5K)
Filed 2026-11-03
Arlington Capital Management Inc
DECREASED
Shares19,182 from 19,969
Change-787 (-4%)
Value$455.2K (-$12.2K)
Filed 2026-10-30
Winnacle Wealth LLC
DECREASED
Shares15,028 from 20,443
Change-5,415 (-26%)
Value$356.6K (-$121.9K)
Filed 2026-10-15
MBE Wealth Management, LLC
INCREASED
Shares13,136 from 9,582
Change+3,554 (+37%)
Value$311.7K (+$87.4K)
Filed 2026-10-26
Certior Financial Group, LLC
NEW
Shares11,574
Change+11,574
Value$274.7K
Filed 2026-10-19
Lunt Capital Management, Inc.
UNCHANGED
Shares9,620 from 9,620
Change0 (0%)
Value$228.3K (+$3.1K)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$152.1K (+$2.1K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares3,250 from 2,500
Change+750 (+30%)
Value$77.1K (+$18.6K)
Filed 2026-10-08
Wolff Wiese Magana LLC
NEW
Shares1,400
Change+1,400
Value$33.2K
Filed 2026-10-15
Janney Montgomery Scott LLC
N/A
Shares— from 681,021
Change-681,021 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 639,436
Change-639,436 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 547,922
Change-547,922 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 417,530
Change-417,530 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 337,507
Change-337,507 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 167,781
Change-167,781 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 160,754
Change-160,754 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 121,254
Change-121,254 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 85,211
Change-85,211 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 76,982
Change-76,982 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 75,643
Change-75,643 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 73,763
Change-73,763 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 58,399
Change-58,399 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,147
Change-34,147 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,659
Change-33,659 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,535
Change-29,535 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 28,459
Change-28,459 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,041
Change-27,041 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 22,820
Change-22,820 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 18,397
Change-18,397 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,546
Change-17,546 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,663
Change-13,663 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,273
Change-13,273 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,671
Change-8,671 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,085
Change-8,085 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED799,922742,624+57,298+8%$17.4M$19.0M+$1.6M2026-11-02
Independent Financial Group, LLC
INCREASED161,24989,112+72,137+81%$2.1M$3.8M+$1.7M2026-10-13
Simplicity Wealth,LLC
INCREASED119,095115,817+3,278+3%$2.7M$2.8M+$115.1K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED76,66566,398+10,267+15%$1.6M$1.8M+$265.0K2026-11-02
Prospera Financial Services Inc
INCREASED76,49154,198+22,293+41%$1.3M$1.8M+$548.0K2026-11-04
Wedbush Securities Inc
INCREASED76,16170,247+5,914+8%$1.6M$1.8M+$163.0K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED73,14671,746+1,400+2%$1.7M$1.7M+$32.9K2026-10-13
Vima LLC
INCREASED69,17269,046+126+0%$1.6M$1.6M+$25.2K2026-10-23
Visionary Wealth Advisors
INCREASED65,61565,250+365+1%$1.5M$1.6M+$29.7K2026-11-04
Sigma Planning Corp
INCREASED58,42821,354+37,074+174%$499.9K$1.4M+$886.6K2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED58,13348,951+9,182+19%$1.1M$1.4M+$233.7K2026-10-16
Keystone Wealth Services, LLC
DECREASED56,18684,996-28,810-34%$2.0M$1.3M-$651.2K2026-11-03
Kestra Advisory Services, LLC
INCREASED49,62437,748+11,876+31%$883.6K$1.2M+$294.0K2026-11-02
Bank of New York Mellon Corp
INCREASED48,84016,943+31,897+188%$396.6K$1.2M+$762.4K2026-11-05
AlphaStar Capital Management, LLC
NEW41,300—+41,300——$980.0K—2026-10-16
Brookstone Capital Management
DECREASED36,68538,400-1,715-4%$898.9K$870.5K-$28.3K2026-10-22
BIP Wealth, LLC
INCREASED30,22928,202+2,027+7%$660.2K$717.3K+$57.2K2026-10-22
IFP Advisors, Inc
DECREASED28,70033,708-5,008-15%$789.0K$681.1K-$108.0K2026-10-16
Legacy Capital Wealth Partners, LLC
INCREASED28,56626,675+1,891+7%$624.4K$677.9K+$53.5K2026-10-21
Claro Advisors Inc.
INCREASED26,51825,638+880+3%$600.1K$629.3K+$29.2K2026-11-02
Truist Financial Corp
INCREASED24,67016,881+7,789+46%$395.2K$585.4K+$190.3K2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED24,64324,226+417+2%$567.1K$584.8K+$17.7K2026-10-23
National Wealth Management Group, LLC
INCREASED24,13813,451+10,687+79%$314.9K$572.8K+$257.9K2026-10-26
Integrity Alliance, Llc.
INCREASED22,08119,314+2,767+14%$452.1K$524.0K+$71.9K2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED21,51720,882+635+3%$488.8K$510.6K+$21.8K2026-10-13
Chris Bulman Inc
INCREASED21,34921,185+164+1%$495.9K$506.6K+$10.7K2026-10-20
Mcdonald Partners LLC
INCREASED19,8609,860+10,000+101%$230.8K$471.3K+$240.5K2026-11-03
Arlington Capital Management Inc
DECREASED19,18219,969-787-4%$467.4K$455.2K-$12.2K2026-10-30
Winnacle Wealth LLC
DECREASED15,02820,443-5,415-26%$478.5K$356.6K-$121.9K2026-10-15
MBE Wealth Management, LLC
INCREASED13,1369,582+3,554+37%$224.3K$311.7K+$87.4K2026-10-26
Certior Financial Group, LLC
NEW11,574—+11,574——$274.7K—2026-10-19
Lunt Capital Management, Inc.
UNCHANGED9,6209,62000%$225.2K$228.3K+$3.1K2026-10-30
IMG Wealth Management, Inc.
UNCHANGED6,4106,41000%$150.0K$152.1K+$2.1K2026-10-27
Farther Finance Advisors, LLC
INCREASED3,2502,500+750+30%$58.5K$77.1K+$18.6K2026-10-08
Wolff Wiese Magana LLC
NEW1,400—+1,400——$33.2K—2026-10-15
Janney Montgomery Scott LLC
N/A—681,021-681,021-100%$15.9M———
Prasad Wealth Partners, LLC
N/A—639,436-639,436-100%$15.0M———
Envestnet Asset Management Inc
N/A—547,922-547,922-100%$12.8M———
Rockefeller Capital Management L.P.
N/A—417,530-417,530-100%$9.8M———
Cetera Investment Advisers
N/A—337,507-337,507-100%$7.9M———
Osaic Holdings, Inc.
N/A—167,781-167,781-100%$3.9M———
Advisory Services Network, LLC
N/A—160,754-160,754-100%$3.8M———
LPL Financial LLC
N/A—121,254-121,254-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—85,211-85,211-100%$2.0M———
Opus Financial Solutions LLC
N/A—76,982-76,982-100%$1.8M———
AssuredPartners Investment Advisors, LLC
N/A—75,643-75,643-100%$1.8M———
NewEdge Advisors, LLC
N/A—73,763-73,763-100%$1.7M———
Old Mission Capital LLC
N/A—58,399-58,399-100%$1.4M———
Susquehanna International Group, LLP
N/A—34,147-34,147-100%$799.3K———
MML Investors Services, LLC
N/A—33,659-33,659-100%$787.9K———
Mariner, LLC
N/A—29,535-29,535-100%$691.4K———
Kovack Advisors, Inc.
N/A—28,459-28,459-100%$664.5K———
Kingsview Wealth Management, LLC
N/A—27,041-27,041-100%$633.0K———
Capasso Planning Partners LLC
N/A—22,820-22,820-100%$534.2K———
Tradition Wealth Management, LLC
N/A—18,397-18,397-100%$430.6K———
Principal Securities, Inc.
N/A—17,974-17,974-100%$420.7K———
Capital Analysts, LLC
N/A—17,546-17,546-100%$411.0K———
OneAscent Financial Services LLC
N/A—13,663-13,663-100%$319.8K———
Harbour Investments, Inc.
N/A—13,273-13,273-100%$310.7K———
Baker Avenue Asset Management, LP
N/A—12,116-12,116-100%$283.6K———
Jane Street Group, LLC
N/A—9,125-9,125-100%$213.6K———
FSB Premier Wealth Management, Inc.
N/A—8,794-8,794-100%$205.9K———
HighTower Advisors, LLC
N/A—8,671-8,671-100%$203.0K———
Ameritas Investment Partners, Inc.
N/A—8,085-8,085-100%$189.3K———
IFG Advisory, LLC
N/A—7,725-7,725-100%$180.8K———
Showing 65 of 65 institutions