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FT Vest US Equity Buffer ETF (FMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares338,253 from 313,125
Change+25,128 (+8%)
Value$18.1M (+$1.8M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares198,811 from 201,791
Change-2,980 (-1%)
Value$10.7M (+$106.7K)
Filed 2026-11-06
Reap Financial Group, LLC
DECREASED
Shares150,976 from 151,638
Change-662 (0%)
Value$8.1M (+$164.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares113,275 from 127,441
Change-14,166 (-11%)
Value$6.1M (-$590.8K)
Filed 2026-11-02
Keystone Wealth Services, LLC
DECREASED
Shares107,029 from 109,667
Change-2,638 (-2%)
Value$5.7M (+$3.4K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares96,484 from 98,412
Change-1,928 (-2%)
Value$5.2M (+$26.6K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares92,873 from 85,376
Change+7,497 (+9%)
Value$5.0M (+$514.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares89,538 from 92,754
Change-3,216 (-3%)
Value$4.8M (-$50.0K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares59,572 from 61,231
Change-1,659 (-3%)
Value$3.2M (-$8.1K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares50,510 from 51,321
Change-811 (-2%)
Value$2.7M (+$24.3K)
Filed 2026-10-30
Schulz Wealth, Ltd.
UNCHANGED
Shares38,105 from 38,105
Change0 (0%)
Value$2.0M (+$50.3K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares37,190 from 38,310
Change-1,120 (-3%)
Value$2.0M (-$9.4K)
Filed 2026-10-16
Founders Financial Securities LLC
INCREASED
Shares36,297 from 32,156
Change+4,141 (+13%)
Value$1.9M (+$264.3K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
DECREASED
Shares34,943 from 35,054
Change-111 (0%)
Value$1.9M (+$55.9K)
Filed 2026-10-13
RiverTree Advisors, LLC
INCREASED
Shares34,071 from 33,951
Change+120 (+0%)
Value$1.8M (+$51.2K)
Filed 2026-10-13
Sloy Dahl & Holst, LLC
DECREASED
Shares32,400 from 33,000
Change-600 (-2%)
Value$1.7M (+$11.4K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED
Shares30,196 from 30,231
Change-35 (0%)
Value$1.6M (+$38.0K)
Filed 2026-10-16
FWG Investments, Llc.
DECREASED
Shares27,324 from 27,365
Change-41 (0%)
Value$1.5M (+$33.9K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares22,658 from 20,954
Change+1,704 (+8%)
Value$1.2M (+$119.0K)
Filed 2026-11-06
Paragon Private Wealth Management, LLC
UNCHANGED
Shares21,832 from 21,832
Change0 (0%)
Value$1.2M (+$28.8K)
Filed 2026-10-20
Ignite Planners, LLC
DECREASED
Shares19,138 from 19,638
Change-500 (-3%)
Value$1.0M (-$866)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares18,585 from 17,595
Change+990 (+6%)
Value$995.8K (+$76.3K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares17,793 from 18,293
Change-500 (-3%)
Value$953.4K (-$2.6K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares16,427 from 16,472
Change-45 (0%)
Value$880.2K (+$19.3K)
Filed 2026-10-26
TFB Advisors LLC
INCREASED
Shares15,711 from 13,095
Change+2,616 (+20%)
Value$841.8K (+$157.5K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares15,489 from 15,390
Change+99 (+1%)
Value$829.9K (+$25.6K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares15,276 from 15,431
Change-155 (-1%)
Value$818.5K (+$12.1K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares14,204 from 15,328
Change-1,124 (-7%)
Value$761.0K (-$40.0K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
UNCHANGED
Shares13,183 from 13,183
Change0 (0%)
Value$706.3K (+$17.4K)
Filed 2026-11-06
Legacy Private Trust Co.
DECREASED
Shares12,555 from 12,675
Change-120 (-1%)
Value$672.7K (+$10.3K)
Filed 2026-10-06
StoneX Group Inc.
DECREASED
Shares12,237 from 12,901
Change-664 (-5%)
Value$655.7K (-$18.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,204 from 8,373
Change+3,831 (+46%)
Value$657.6K (+$217.3K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares9,351 from 9,350
Change+1 (+0%)
Value$501.0K (+$12.3K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares8,684 from 8,984
Change-300 (-3%)
Value$465.3K (-$4.2K)
Filed 2026-10-13
Grantvest Financial Group LLC
UNCHANGED
Shares8,139 from 8,139
Change0 (0%)
Value$436.1K (+$10.7K)
Filed 2026-10-21
Goldstein Advisors, LLC
UNCHANGED
Shares7,846 from 7,846
Change0 (0%)
Value$420.4K (+$10.4K)
Filed 2026-10-15
Goldenstone Wealth Management LLC
DECREASED
Shares7,785 from 9,870
Change-2,085 (-21%)
Value$417.1K (-$98.7K)
Filed 2026-11-04
Legacy Solutions, LLC
DECREASED
Shares7,471 from 7,631
Change-160 (-2%)
Value$400.3K (+$1.5K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares7,398 from 7,398
Change0 (0%)
Value$396.4K (+$9.8K)
Filed 2026-10-23
Novem Group
UNCHANGED
Shares7,198 from 7,198
Change0 (0%)
Value$385.7K (+$9.5K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares6,277 from 6,179
Change+98 (+2%)
Value$336.3K (+$13.4K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares6,109 from 7,438
Change-1,329 (-18%)
Value$327.3K (-$61.4K)
Filed 2026-10-23
Wedbush Securities Inc
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$321.0K (+$8.0K)
Filed 2026-10-22
Bison Wealth, LLC
DECREASED
Shares5,629 from 5,800
Change-171 (-3%)
Value$304.1K (-$249)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares5,533 from 5,698
Change-165 (-3%)
Value$296.5K (-$1.3K)
Filed 2026-10-28
Merit Financial Group, LLC
DECREASED
Shares5,402 from 5,737
Change-335 (-6%)
Value$289.4K (-$10.4K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares5,398 from 7,122
Change-1,724 (-24%)
Value$289.3K (-$82.9K)
Filed 2026-11-04
Beacon Financial Group
UNCHANGED
Shares5,152 from 5,152
Change0 (0%)
Value$276.0K (+$6.8K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
DECREASED
Shares5,041 from 5,821
Change-780 (-13%)
Value$270.1K (-$34.1K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares4,700 from 4,830
Change-130 (-3%)
Value$251.8K (-$590)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,664 from 7,103
Change-2,439 (-34%)
Value$249.9K (-$121.3K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares4,574 from 5,761
Change-1,187 (-21%)
Value$245.1K (-$56.0K)
Filed 2026-10-08
Stewardship Concepts Financial Services LLC
DECREASED
Shares4,380 from 5,880
Change-1,500 (-26%)
Value$234.7K (-$72.6K)
Filed 2026-10-06
ERn Financial, LLC
DECREASED
Shares4,184 from 4,193
Change-9 (0%)
Value$224.2K (+$5.1K)
Filed 2026-10-28
Barclays PLC
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$205.2K (+$5.1K)
Filed 2026-11-06
Victory Financial Group, LLC
NEW
Shares3,823
Change+3,823
Value$204.8K
Filed 2026-10-27
TopTier Wealth Management, LLC
NEW
Shares3,788
Change+3,788
Value$203.0K
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares3,436 from 3,306
Change+130 (+4%)
Value$184.1K (+$11.3K)
Filed 2026-10-16
Luken Investment Analytics, LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$137.6K (+$3.4K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares2,038 from 2,102
Change-64 (-3%)
Value$109.2K (-$654)
Filed 2026-10-26
Global Trust Asset Management, LLC
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$55.0K (+$1.4K)
Filed 2026-10-19
Fifth Third Bancorp
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$44.2K (+$1.1K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$39.5K (+$974)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$29.5K (+$726)
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$27.7K (+$683)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares394 from 290
Change+104 (+36%)
Value$21.1K (+$6.0K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares355 from 223
Change+132 (+59%)
Value$19.0K (+$7.4K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (+$30)
Filed 2026-10-30
Castleview Partners, LLC
CLOSED
Shares0 from 10,564
Change-10,564 (-100%)
Value$0 (-$552.1K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$73.2K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 301,501
Change-301,501 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 232,082
Change-232,082 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 209,127
Change-209,127 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 199,742
Change-199,742 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 118,455
Change-118,455 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 93,010
Change-93,010 (-100%)
Value—
Stephens Inc
N/A
Shares— from 90,007
Change-90,007 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 80,664
Change-80,664 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 63,504
Change-63,504 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 42,782
Change-42,782 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 42,752
Change-42,752 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 38,401
Change-38,401 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,677
Change-28,677 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 28,428
Change-28,428 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 27,211
Change-27,211 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,825
Change-25,825 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,123
Change-21,123 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,959
Change-17,959 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,861
Change-17,861 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 16,676
Change-16,676 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,547
Change-15,547 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,535
Change-15,535 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,920
Change-14,920 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,621
Change-12,621 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,149
Change-12,149 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,915
Change-10,915 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,848
Change-10,848 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 9,412
Change-9,412 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,543
Change-7,543 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,389
Change-7,389 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 5,374
Change-5,374 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 488
Change-488 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 117
Change-117 (-100%)
Value—
UBS Group AG
N/A
Shares— from 15
Change-15 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Assetmark, Inc
INCREASED338,253313,125+25,128+8%$16.4M$18.1M+$1.8M2026-10-21
LPL Financial LLC
DECREASED198,811201,791-2,980-1%$10.5M$10.7M+$106.7K2026-11-06
Reap Financial Group, LLC
DECREASED150,976151,638-6620%$7.9M$8.1M+$164.7K2026-11-02
Commonwealth Equity Services, LLC
DECREASED113,275127,441-14,166-11%$6.7M$6.1M-$590.8K2026-11-02
Keystone Wealth Services, LLC
DECREASED107,029109,667-2,638-2%$5.7M$5.7M+$3.4K2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED96,48498,412-1,928-2%$5.1M$5.2M+$26.6K2026-10-29
Kestra Advisory Services, LLC
INCREASED92,87385,376+7,497+9%$4.5M$5.0M+$514.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED89,53892,754-3,216-3%$4.8M$4.8M-$50.0K2026-11-02
Clear Creek Financial Management, LLC
DECREASED59,57261,231-1,659-3%$3.2M$3.2M-$8.1K2026-10-28
Truist Financial Corp
DECREASED50,51051,321-811-2%$2.7M$2.7M+$24.3K2026-10-30
Schulz Wealth, Ltd.
UNCHANGED38,10538,10500%$2.0M$2.0M+$50.3K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED37,19038,310-1,120-3%$2.0M$2.0M-$9.4K2026-10-16
Founders Financial Securities LLC
INCREASED36,29732,156+4,141+13%$1.7M$1.9M+$264.3K2026-10-28
Fragasso Financial Advisors Inc
DECREASED34,94335,054-1110%$1.8M$1.9M+$55.9K2026-10-13
RiverTree Advisors, LLC
INCREASED34,07133,951+120+0%$1.8M$1.8M+$51.2K2026-10-13
Sloy Dahl & Holst, LLC
DECREASED32,40033,000-600-2%$1.7M$1.7M+$11.4K2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED30,19630,231-350%$1.6M$1.6M+$38.0K2026-10-16
FWG Investments, Llc.
DECREASED27,32427,365-410%$1.4M$1.5M+$33.9K2026-11-03
PNC Financial Services Group, Inc.
INCREASED22,65820,954+1,704+8%$1.1M$1.2M+$119.0K2026-11-06
Paragon Private Wealth Management, LLC
UNCHANGED21,83221,83200%$1.1M$1.2M+$28.8K2026-10-20
Ignite Planners, LLC
DECREASED19,13819,638-500-3%$1.0M$1.0M-$8662026-10-14
RFG Advisory, LLC
INCREASED18,58517,595+990+6%$919.5K$995.8K+$76.3K2026-11-03
Brookstone Capital Management
DECREASED17,79318,293-500-3%$956.0K$953.4K-$2.6K2026-10-22
Oppenheimer & Co Inc
DECREASED16,42716,472-450%$860.8K$880.2K+$19.3K2026-10-26
TFB Advisors LLC
INCREASED15,71113,095+2,616+20%$684.3K$841.8K+$157.5K2026-11-02
CoreCap Advisors, LLC
INCREASED15,48915,390+99+1%$804.3K$829.9K+$25.6K2026-10-08
MGO One Seven LLC
DECREASED15,27615,431-155-1%$806.4K$818.5K+$12.1K2026-10-28
Park Avenue Securities LLC
DECREASED14,20415,328-1,124-7%$801.0K$761.0K-$40.0K2026-10-26
Kestra Private Wealth Services, LLC
UNCHANGED13,18313,18300%$688.9K$706.3K+$17.4K2026-11-06
Legacy Private Trust Co.
DECREASED12,55512,675-120-1%$662.4K$672.7K+$10.3K2026-10-06
StoneX Group Inc.
DECREASED12,23712,901-664-5%$674.2K$655.7K-$18.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED12,2048,373+3,831+46%$440.3K$657.6K+$217.3K2026-10-13
Parallel Advisors, LLC
INCREASED9,3519,350+1+0%$488.7K$501.0K+$12.3K2026-11-03
Accel Wealth Management
DECREASED8,6848,984-300-3%$469.5K$465.3K-$4.2K2026-10-13
Grantvest Financial Group LLC
UNCHANGED8,1398,13900%$425.3K$436.1K+$10.7K2026-10-21
Goldstein Advisors, LLC
UNCHANGED7,8467,84600%$410.0K$420.4K+$10.4K2026-10-15
Goldenstone Wealth Management LLC
DECREASED7,7859,870-2,085-21%$515.8K$417.1K-$98.7K2026-11-04
Legacy Solutions, LLC
DECREASED7,4717,631-160-2%$398.8K$400.3K+$1.5K2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED7,3987,39800%$386.6K$396.4K+$9.8K2026-10-23
Novem Group
UNCHANGED7,1987,19800%$376.2K$385.7K+$9.5K2026-10-19
Sowell Financial Services LLC
INCREASED6,2776,179+98+2%$322.9K$336.3K+$13.4K2026-10-23
Apollon Wealth Management, LLC
DECREASED6,1097,438-1,329-18%$388.7K$327.3K-$61.4K2026-10-23
Wedbush Securities Inc
UNCHANGED5,9855,98500%$313.0K$321.0K+$8.0K2026-10-22
Bison Wealth, LLC
DECREASED5,6295,800-171-3%$304.4K$304.1K-$2492026-10-13
Outlook Wealth Advisors, LLC
DECREASED5,5335,698-165-3%$297.8K$296.5K-$1.3K2026-10-28
Merit Financial Group, LLC
DECREASED5,4025,737-335-6%$299.8K$289.4K-$10.4K2026-11-06
Prospera Financial Services Inc
DECREASED5,3987,122-1,724-24%$372.2K$289.3K-$82.9K2026-11-04
Beacon Financial Group
UNCHANGED5,1525,15200%$269.2K$276.0K+$6.8K2026-10-19
Buck Wealth Strategies, LLC
DECREASED5,0415,821-780-13%$304.2K$270.1K-$34.1K2026-10-28
Sigma Planning Corp
DECREASED4,7004,830-130-3%$252.4K$251.8K-$5902026-10-23
Kingswood Wealth Advisors, LLC
DECREASED4,6647,103-2,439-34%$371.2K$249.9K-$121.3K2026-10-23
Farther Finance Advisors, LLC
DECREASED4,5745,761-1,187-21%$301.1K$245.1K-$56.0K2026-10-08
Stewardship Concepts Financial Services LLC
DECREASED4,3805,880-1,500-26%$307.3K$234.7K-$72.6K2026-10-06
ERn Financial, LLC
DECREASED4,1844,193-90%$219.1K$224.2K+$5.1K2026-10-28
Barclays PLC
UNCHANGED3,8293,82900%$200.1K$205.2K+$5.1K2026-11-06
Victory Financial Group, LLC
NEW3,823—+3,823——$204.8K—2026-10-27
TopTier Wealth Management, LLC
NEW3,788—+3,788——$203.0K—2026-10-16
IFP Advisors, Inc
INCREASED3,4363,306+130+4%$172.8K$184.1K+$11.3K2026-10-16
Luken Investment Analytics, LLC
UNCHANGED2,5682,56800%$134.2K$137.6K+$3.4K2026-11-06
Lanark Financial, Inc.
DECREASED2,0382,102-64-3%$109.9K$109.2K-$6542026-10-26
Global Trust Asset Management, LLC
UNCHANGED1,0261,02600%$53.6K$55.0K+$1.4K2026-10-19
Fifth Third Bancorp
UNCHANGED82582500%$43.1K$44.2K+$1.1K2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED73873800%$38.6K$39.5K+$9742026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED55055000%$28.7K$29.5K+$7262026-11-02
IMG Wealth Management, Inc.
UNCHANGED51751700%$27.0K$27.7K+$6832026-10-27
Cape Investment Advisory, Inc.
INCREASED394290+104+36%$15.2K$21.1K+$6.0K2026-10-13
Creative Financial Designs Inc
INCREASED355223+132+59%$11.7K$19.0K+$7.4K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED222200%$1.2K$1.2K+$302026-10-30
Castleview Partners, LLC
CLOSED010,564-10,564-100%$552.1K$0-$552.1K2026-10-09
AdvisorNet Financial, Inc
CLOSED01,400-1,400-100%$73.2K$0-$73.2K2026-10-15
Envestnet Asset Management Inc
N/A—301,501-301,501-100%$15.8M———
Cetera Investment Advisers
N/A—232,082-232,082-100%$12.1M———
Raymond James Financial Inc
N/A—209,127-209,127-100%$10.9M———
Rockefeller Capital Management L.P.
N/A—199,742-199,742-100%$10.4M———
Osaic Holdings, Inc.
N/A—118,455-118,455-100%$6.2M———
MML Investors Services, LLC
N/A—93,010-93,010-100%$4.9M———
Stephens Inc
N/A—90,007-90,007-100%$4.7M———
Harbour Investments, Inc.
N/A—80,664-80,664-100%$4.2M———
Faithward Advisors, LLC
N/A—63,504-63,504-100%$3.3M———
Integrity Financial Corp
N/A—42,782-42,782-100%$2.2M———
Main Street Financial Solutions, LLC
N/A—42,752-42,752-100%$2.2M———
Royal Bank of Canada
N/A—38,401-38,401-100%$2.0M———
Janney Montgomery Scott LLC
N/A—28,677-28,677-100%$1.5M———
1776 Wealth LLC
N/A—28,428-28,428-100%$1.5M———
Harvest Investment Services, LLC
N/A—27,211-27,211-100%$1.4M———
HRT Financial LP
N/A—25,825-25,825-100%$1.3M———
Goldman Sachs Group Inc
N/A—21,399-21,399-100%$1.1M———
Old Mission Capital LLC
N/A—21,123-21,123-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—19,105-19,105-100%$998.4K———
Ameritas Advisory Services, LLC
N/A—17,990-17,990-100%$940.2K———
JPMorgan Chase & Co
N/A—17,959-17,959-100%$935.9K———
AE Wealth Management LLC
N/A—17,861-17,861-100%$933.4K———
NewEdge Advisors, LLC
N/A—16,917-16,917-100%$884.1K———
Oakmont Advisory Group, LLC
N/A—16,676-16,676-100%$871.5K———
OneDigital Investment Advisors LLC
N/A—15,547-15,547-100%$812.5K———
CreativeOne Wealth, LLC
N/A—15,535-15,535-100%$811.9K———
Centaurus Financial, Inc.
N/A—15,444-15,444-100%$807.0K———
Mutual Advisors, LLC
N/A—14,920-14,920-100%$779.7K———
LM Advisors LLC
N/A—12,670-12,670-100%$662.0K———
Susquehanna International Group, LLP
N/A—12,621-12,621-100%$659.6K———
Bleakley Financial Group, LLC
N/A—12,149-12,149-100%$634.9K———
Beacon Pointe Advisors, LLC
N/A—11,100-11,100-100%$580.1K———
Keating Financial Advisory Services, Inc.
N/A—10,926-10,926-100%$571.0K———
Sanctuary Advisors, LLC
N/A—10,915-10,915-100%$570.4K———
Silver OAK Securities, Incorporated
N/A—10,848-10,848-100%$566.9K———
United Capital Financial Advisors, LLC
N/A—9,794-9,794-100%$512.2K———
Beck Capital Management, LLC
N/A—9,412-9,412-100%$491.9K———
Cresset Asset Management, LLC
N/A—8,686-8,686-100%$453.9K———
Principal Securities, Inc.
N/A—7,543-7,543-100%$394.2K———
Mariner, LLC
N/A—7,389-7,389-100%$386.1K———
SOA Wealth Advisors, Llc.
N/A—7,072-7,072-100%$369.6K———
Insigneo Advisory Services, LLC
N/A—6,246-6,246-100%$326.4K———
HighTower Advisors, LLC
N/A—5,940-5,940-100%$310.4K———
Plotkin Financial Advisors, LLC
N/A—5,776-5,776-100%$301.9K———
Steward Partners Investment Advisory, LLC
N/A—5,708-5,708-100%$298.3K———
Pitti Group Wealth Management, LLC
N/A—5,374-5,374-100%$280.8K———
Gateway Wealth Partners, LLC
N/A—5,372-5,372-100%$280.7K———
Ameriflex Group, Inc.
N/A—5,060-5,060-100%$264.4K———
Two Sigma Securities, LLC
N/A—4,994-4,994-100%$261.0K———
Garden State Investment Advisory Services LLC
N/A—4,750-4,750-100%$248.2K———
Arkadios Wealth Advisors
N/A—4,043-4,043-100%$211.3K———
Arax Advisory Partners
N/A—2,456-2,456-100%$128.4K———
Geneos Wealth Management Inc.
N/A—2,284-2,284-100%$119.4K———
Fiduciary Financial Advisors
N/A—1,742-1,742-100%$91.0K———
Ameritas Investment Partners, Inc.
N/A—1,595-1,595-100%$83.4K———
Tanglewood Legacy Advisors, LLC
N/A—1,440-1,440-100%$75.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,281-1,281-100%$66.9K———
Darwin Wealth Management, LLC
N/A—1,185-1,185-100%$61.9K———
BFC Planning, Inc.
N/A—1,131-1,131-100%$59.1K———
Northwestern Mutual Wealth Management Co
N/A—1,025-1,025-100%$53.6K———
Jones Financial Companies Lllp
N/A—500-500-100%$25.9K———
Nova Wealth Management, Inc.
N/A—488-488-100%$25.5K———
Continuum Advisory, LLC
N/A—231-231-100%$12.1K———
Morgan Stanley
N/A—117-117-100%$6.1K———
UBS Group AG
N/A—15-15-100%$784———
Smartleaf Asset Management LLC
N/A—11-11-100%$573———
Showing 136 of 136 institutions