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Ftvest Lddrdsmcpmod Buff ETF (BUFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares595,540 from 604,351
Change-8,811 (-1%)
Value$14.7M (-$459.0K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
INCREASED
Shares545,593 from 466,197
Change+79,396 (+17%)
Value$13.5M (+$1.8M)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares103,674 from 62,455
Change+41,219 (+66%)
Value$2.6M (+$992.7K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares77,657 from 76,876
Change+781 (+1%)
Value$1.9M (-$8.4K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares66,280 from 56,972
Change+9,308 (+16%)
Value$1.6M (+$207.0K)
Filed 2026-10-30
Arlington Capital Management Inc
NEW
Shares52,995
Change+52,995
Value$1.3M
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares48,834 from 43,366
Change+5,468 (+13%)
Value$1.2M (+$117.7K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares43,362 from 42,142
Change+1,220 (+3%)
Value$1.1M (+$14.1K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
NEW
Shares34,920
Change+34,920
Value$862.2K
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares30,320 from 29,330
Change+990 (+3%)
Value$748.6K (+$12.7K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares27,982 from 27,345
Change+637 (+2%)
Value$690.9K (+$4.8K)
Filed 2026-11-02
Synergy Asset Management, LLC
INCREASED
Shares22,627 from 22,197
Change+430 (+2%)
Value$558.7K (+$1.7K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares20,918 from 28,404
Change-7,486 (-26%)
Value$516.5K (-$196.2K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares19,088 from 57,634
Change-38,546 (-67%)
Value$471.3K (-$974.8K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares19,033 from 18,435
Change+598 (+3%)
Value$469.9K (+$7.4K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares18,782 from 17,579
Change+1,203 (+7%)
Value$463.7K (+$22.7K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares17,922 from 15,701
Change+2,221 (+14%)
Value$442.5K (+$48.6K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED
Shares17,667 from 17,622
Change+45 (+0%)
Value$436.2K (-$5.9K)
Filed 2026-10-23
Winnacle Wealth LLC
DECREASED
Shares14,456 from 19,676
Change-5,220 (-27%)
Value$356.9K (-$136.7K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares12,689 from 12,863
Change-174 (-1%)
Value$313.3K (-$9.2K)
Filed 2026-10-29
National Wealth Management Group, LLC
NEW
Shares12,182
Change+12,182
Value$300.8K
Filed 2026-10-26
Vise Technologies, Inc.
NEW
Shares10,930
Change+10,930
Value$269.9K
Filed 2026-10-29
Chris Bulman Inc
NEW
Shares10,631
Change+10,631
Value$262.5K
Filed 2026-10-20
Certior Financial Group, LLC
NEW
Shares8,663
Change+8,663
Value$213.9K
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares1,450 from 1,100
Change+350 (+32%)
Value$35.8K (+$8.2K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$7.2K (-$116)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 888,795
Change-888,795 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 824,063
Change-824,063 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 408,429
Change-408,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 389,359
Change-389,359 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 340,159
Change-340,159 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 335,044
Change-335,044 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 298,922
Change-298,922 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 160,889
Change-160,889 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 76,467
Change-76,467 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 73,676
Change-73,676 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 68,321
Change-68,321 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,406
Change-35,406 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 33,931
Change-33,931 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 32,244
Change-32,244 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,478
Change-27,478 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 21,882
Change-21,882 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 18,616
Change-18,616 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,903
Change-17,903 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 17,554
Change-17,554 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,644
Change-12,644 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED595,540604,351-8,811-1%$15.2M$14.7M-$459.0K2026-11-02
Centennial Wealth Advisory LLC
INCREASED545,593466,197+79,396+17%$11.7M$13.5M+$1.8M2026-10-16
Independent Financial Group, LLC
INCREASED103,67462,455+41,219+66%$1.6M$2.6M+$992.7K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED77,65776,876+781+1%$1.9M$1.9M-$8.4K2026-10-13
Truist Financial Corp
INCREASED66,28056,972+9,308+16%$1.4M$1.6M+$207.0K2026-10-30
Arlington Capital Management Inc
NEW52,995—+52,995——$1.3M—2026-10-30
Kestra Advisory Services, LLC
INCREASED48,83443,366+5,468+13%$1.1M$1.2M+$117.7K2026-11-02
Keystone Wealth Services, LLC
INCREASED43,36242,142+1,220+3%$1.1M$1.1M+$14.1K2026-11-03
AlphaStar Capital Management, LLC
NEW34,920—+34,920——$862.2K—2026-10-16
Commonwealth Equity Services, LLC
INCREASED30,32029,330+990+3%$735.9K$748.6K+$12.7K2026-11-02
Claro Advisors Inc.
INCREASED27,98227,345+637+2%$686.1K$690.9K+$4.8K2026-11-02
Synergy Asset Management, LLC
INCREASED22,62722,197+430+2%$556.9K$558.7K+$1.7K2026-11-05
IFP Advisors, Inc
DECREASED20,91828,404-7,486-26%$712.7K$516.5K-$196.2K2026-10-16
World Equity Group, Inc.
DECREASED19,08857,634-38,546-67%$1.4M$471.3K-$974.8K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED19,03318,435+598+3%$462.5K$469.9K+$7.4K2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED18,78217,579+1,203+7%$441.1K$463.7K+$22.7K2026-10-21
Brookstone Capital Management
INCREASED17,92215,701+2,221+14%$393.9K$442.5K+$48.6K2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED17,66717,622+45+0%$442.1K$436.2K-$5.9K2026-10-23
Winnacle Wealth LLC
DECREASED14,45619,676-5,220-27%$493.7K$356.9K-$136.7K2026-10-15
ARQ Wealth Advisors, LLC
DECREASED12,68912,863-174-1%$322.5K$313.3K-$9.2K2026-10-29
National Wealth Management Group, LLC
NEW12,182—+12,182——$300.8K—2026-10-26
Vise Technologies, Inc.
NEW10,930—+10,930——$269.9K—2026-10-29
Chris Bulman Inc
NEW10,631—+10,631——$262.5K—2026-10-20
Certior Financial Group, LLC
NEW8,663—+8,663——$213.9K—2026-10-19
Farther Finance Advisors, LLC
INCREASED1,4501,100+350+32%$27.6K$35.8K+$8.2K2026-10-08
Assetmark, Inc
UNCHANGED29129100%$7.3K$7.2K-$1162026-10-21
Envestnet Asset Management Inc
N/A—888,795-888,795-100%$22.3M———
NewEdge Advisors, LLC
N/A—824,063-824,063-100%$20.7M———
Cetera Investment Advisers
N/A—408,429-408,429-100%$10.2M———
Raymond James Financial Inc
N/A—389,359-389,359-100%$9.8M———
MML Investors Services, LLC
N/A—340,159-340,159-100%$8.5M———
Geneos Wealth Management Inc.
N/A—335,044-335,044-100%$8.4M———
Osaic Holdings, Inc.
N/A—298,922-298,922-100%$7.5M———
Advisory Services Network, LLC
N/A—160,889-160,889-100%$4.0M———
Integrated Wealth Concepts LLC
N/A—76,467-76,467-100%$1.9M———
AssuredPartners Investment Advisors, LLC
N/A—73,676-73,676-100%$1.8M———
Sanctuary Advisors, LLC
N/A—68,321-68,321-100%$1.7M———
Citadel Advisors LLC
N/A—35,406-35,406-100%$888.3K———
Kovack Advisors, Inc.
N/A—33,931-33,931-100%$850.3K———
Capital Analysts, LLC
N/A—32,244-32,244-100%$809.0K———
Kingsview Wealth Management, LLC
N/A—27,478-27,478-100%$689.4K———
Susquehanna International Group, LLP
N/A—23,624-23,624-100%$592.7K———
Capasso Planning Partners LLC
N/A—21,882-21,882-100%$549.0K———
NewEdge Wealth, LLC
N/A—19,787-19,787-100%$496.5K———
LPL Financial LLC
N/A—18,616-18,616-100%$467.1K———
OneAscent Financial Services LLC
N/A—17,903-17,903-100%$449.2K———
ODonnell Financial Services, LLC
N/A—17,554-17,554-100%$440.4K———
Tradition Wealth Management, LLC
N/A—14,260-14,260-100%$357.8K———
Principal Securities, Inc.
N/A—12,644-12,644-100%$317.2K———
Mariner, LLC
N/A—11,985-11,985-100%$300.7K———
Ameritas Investment Partners, Inc.
N/A—11,490-11,490-100%$288.3K———
Bank of New York Mellon Corp
N/A—8,650-8,650-100%$217.0K———
Harbour Investments, Inc.
N/A—3,637-3,637-100%$91.3K———
IFG Advisory, LLC
N/A—3,398-3,398-100%$85.3K———
Showing 54 of 54 institutions