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FT Vest U.S. Equity Deep BUF (DJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares281,247 from 291,901
Change-10,654 (-4%)
Value$13.1M (-$162.8K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares95,238 from 85,525
Change+9,713 (+11%)
Value$4.4M (+$551.3K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares91,233 from 91,376
Change-143 (0%)
Value$4.3M (+$98.0K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares90,282 from 115,604
Change-25,322 (-22%)
Value$4.2M (-$1.0M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares66,829 from 73,965
Change-7,136 (-10%)
Value$3.1M (-$248.0K)
Filed 2026-11-02
Smart Wealth LLC
DECREASED
Shares64,893 from 90,896
Change-26,003 (-29%)
Value$3.0M (-$1.1M)
Filed 2026-11-04
Commonwealth Financial Services, LLC
DECREASED
Shares63,457 from 64,329
Change-872 (-1%)
Value$3.0M (+$33.0K)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares56,055 from 62,673
Change-6,618 (-11%)
Value$2.6M (-$237.1K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares43,535 from 51,130
Change-7,595 (-15%)
Value$2.0M (-$295.9K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares41,557 from 41,644
Change-87 (0%)
Value$1.9M (+$43.7K)
Filed 2026-10-22
Reap Financial Group, LLC
DECREASED
Shares40,346 from 40,601
Change-255 (-1%)
Value$1.9M (+$34.6K)
Filed 2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares39,662 from 40,032
Change-370 (-1%)
Value$1.9M (+$28.6K)
Filed 2026-10-19
Lionshead Wealth Management, LLC
UNCHANGED
Shares36,927 from 36,927
Change0 (0%)
Value$1.7M (+$42.3K)
Filed 2026-10-21
Apollon Wealth Management, LLC
UNCHANGED
Shares36,447 from 36,447
Change0 (0%)
Value$1.7M (+$41.8K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares30,953 from 34,067
Change-3,114 (-9%)
Value$1.4M (-$106.3K)
Filed 2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares30,439 from 32,310
Change-1,871 (-6%)
Value$1.4M (-$50.3K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED
Shares15,850 from 16,350
Change-500 (-3%)
Value$739.7K (-$4.6K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares15,782 from 15,782
Change0 (0%)
Value$736.5K (+$18.1K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares14,545 from 12,255
Change+2,290 (+19%)
Value$678.8K (+$120.9K)
Filed 2026-11-05
LifeWealth Investments, LLC
UNCHANGED
Shares13,571 from 13,571
Change0 (0%)
Value$633.4K (+$15.6K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares13,425 from 13,385
Change+40 (+0%)
Value$626.5K (+$17.2K)
Filed 2026-11-03
Keystone Wealth Services, LLC
DECREASED
Shares12,069 from 18,080
Change-6,011 (-33%)
Value$562.4K (-$260.7K)
Filed 2026-11-03
ACT Advisors, Llc.
UNCHANGED
Shares10,618 from 10,618
Change0 (0%)
Value$495.5K (+$12.2K)
Filed 2026-10-15
Ignite Planners, LLC
UNCHANGED
Shares9,904 from 9,904
Change0 (0%)
Value$462.2K (+$11.3K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,256 from 9,380
Change-124 (-1%)
Value$432.0K (+$5.0K)
Filed 2026-10-20
Evolution Wealth Management Inc.
DECREASED
Shares9,144 from 11,473
Change-2,329 (-20%)
Value$426.8K (-$95.5K)
Filed 2026-10-28
Cottage Street Advisors LLC
DECREASED
Shares8,701 from 9,431
Change-730 (-8%)
Value$406.1K (-$23.3K)
Filed 2026-10-19
Schwallier Wealth Management LLC
DECREASED
Shares8,615 from 8,704
Change-89 (-1%)
Value$402.1K (+$5.8K)
Filed 2026-11-05
Castleview Partners, LLC
UNCHANGED
Shares8,506 from 8,506
Change0 (0%)
Value$397.0K (+$9.7K)
Filed 2026-10-09
JIM Saulnier & Associates, LLC
UNCHANGED
Shares8,492 from 8,492
Change0 (0%)
Value$396.3K (+$9.7K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
DECREASED
Shares7,885 from 10,947
Change-3,062 (-28%)
Value$368.0K (-$130.4K)
Filed 2026-10-28
Grantvest Financial Group LLC
DECREASED
Shares7,845 from 9,941
Change-2,096 (-21%)
Value$366.1K (-$86.4K)
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares7,780
Change+7,780
Value$363.1K
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares7,332 from 7,416
Change-84 (-1%)
Value$342.2K (+$4.6K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED
Shares6,947 from 6,947
Change0 (0%)
Value$324.2K (+$8.3K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
DECREASED
Shares6,618 from 6,986
Change-368 (-5%)
Value$308.9K (-$9.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares6,473 from 10,844
Change-4,371 (-40%)
Value$302.1K (-$191.6K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares6,069 from 6,120
Change-51 (-1%)
Value$283.0K (+$4.0K)
Filed 2026-10-26
Cascade Investment Group, Inc.
DECREASED
Shares5,921 from 6,770
Change-849 (-13%)
Value$276.3K (-$31.9K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED
Shares5,851 from 5,851
Change0 (0%)
Value$273.1K (+$6.7K)
Filed 2026-10-26
Mission Financial Group, LLC
DECREASED
Shares5,850 from 6,448
Change-598 (-9%)
Value$273.0K (-$20.5K)
Filed 2026-10-21
Kercheville Advisors, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$266.0K (+$6.5K)
Filed 2026-10-19
Winnacle Wealth LLC
DECREASED
Shares5,651 from 5,683
Change-32 (-1%)
Value$263.7K (+$5.0K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares5,577 from 5,325
Change+252 (+5%)
Value$260.3K (+$17.9K)
Filed 2026-11-04
LVZ, Inc.
UNCHANGED
Shares5,351 from 5,351
Change0 (0%)
Value$249.7K (+$6.1K)
Filed 2026-10-20
RiverTree Advisors, LLC
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$240.8K (+$5.9K)
Filed 2026-10-13
Sigma Planning Corp
UNCHANGED
Shares5,002 from 5,002
Change0 (0%)
Value$224.8K (-$2.9K)
Filed 2026-10-23
MGO One Seven LLC
UNCHANGED
Shares4,646 from 4,646
Change0 (0%)
Value$216.8K (+$5.3K)
Filed 2026-10-28
Santori & Peters, Inc.
DECREASED
Shares4,600 from 7,137
Change-2,537 (-36%)
Value$214.7K (-$110.2K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
DECREASED
Shares4,564 from 4,580
Change-16 (0%)
Value$213.0K (+$4.5K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$130.0K (+$3.2K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,387 from 2,387
Change0 (0%)
Value$111.4K (+$2.7K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares2,170 from 2,414
Change-244 (-10%)
Value$101.3K (-$8.6K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$77.0K (+$1.9K)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares1,642 from 1,642
Change0 (0%)
Value$76.6K (+$1.9K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares1,105 from 1,225
Change-120 (-10%)
Value$51.6K (-$4.2K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares688 from 1,208
Change-520 (-43%)
Value$32.1K (-$22.9K)
Filed 2026-10-30
First International Bank of Israel Ltd.
CLOSED
Shares0 from 680,000
Change-680,000 (-100%)
Value$0 (-$31.0M)
Filed 2026-11-04
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 122,246
Change-122,246 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-21
LexAurum Advisors, LLC
CLOSED
Shares0 from 5,632
Change-5,632 (-100%)
Value$0 (-$256.4K)
Filed 2026-10-19
StoneX Group Inc.
CLOSED
Shares0 from 4,724
Change-4,724 (-100%)
Value$0 (-$214.8K)
Filed 2026-11-03
Creative Financial Designs Inc
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$35.5K)
Filed 2026-11-04
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,225,754
Change-1,225,754 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 353,872
Change-353,872 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 232,988
Change-232,988 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 207,299
Change-207,299 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 197,622
Change-197,622 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 105,691
Change-105,691 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 104,532
Change-104,532 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 94,572
Change-94,572 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 85,525
Change-85,525 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 56,589
Change-56,589 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 55,829
Change-55,829 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,982
Change-45,982 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,730
Change-41,730 (-100%)
Value—
&partners
N/A
Shares— from 38,154
Change-38,154 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,544
Change-26,544 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 23,386
Change-23,386 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,237
Change-22,237 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,585
Change-21,585 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,250
Change-20,250 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,763
Change-19,763 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,361
Change-19,361 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 19,340
Change-19,340 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,680
Change-18,680 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,179
Change-15,179 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,487
Change-14,487 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 13,947
Change-13,947 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,816
Change-13,816 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,832
Change-12,832 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 12,482
Change-12,482 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 9,640
Change-9,640 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,396
Change-9,396 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,817
Change-5,817 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 770
Change-770 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 263
Change-263 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED281,247291,901-10,654-4%$13.3M$13.1M-$162.8K2026-10-22
Founders Financial Securities LLC
INCREASED95,23885,525+9,713+11%$3.9M$4.4M+$551.3K2026-10-28
IFP Advisors, Inc
DECREASED91,23391,376-1430%$4.2M$4.3M+$98.0K2026-10-16
Kestra Advisory Services, LLC
DECREASED90,282115,604-25,322-22%$5.3M$4.2M-$1.0M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED66,82973,965-7,136-10%$3.4M$3.1M-$248.0K2026-11-02
Smart Wealth LLC
DECREASED64,89390,896-26,003-29%$4.1M$3.0M-$1.1M2026-11-04
Commonwealth Financial Services, LLC
DECREASED63,45764,329-872-1%$2.9M$3.0M+$33.0K2026-10-20
Beacon Financial Group
DECREASED56,05562,673-6,618-11%$2.9M$2.6M-$237.1K2026-10-19
Commonwealth Equity Services, LLC
DECREASED43,53551,130-7,595-15%$2.3M$2.0M-$295.9K2026-11-02
Strategic Blueprint, LLC
DECREASED41,55741,644-870%$1.9M$1.9M+$43.7K2026-10-22
Reap Financial Group, LLC
DECREASED40,34640,601-255-1%$1.8M$1.9M+$34.6K2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED39,66240,032-370-1%$1.8M$1.9M+$28.6K2026-10-19
Lionshead Wealth Management, LLC
UNCHANGED36,92736,92700%$1.7M$1.7M+$42.3K2026-10-21
Apollon Wealth Management, LLC
UNCHANGED36,44736,44700%$1.7M$1.7M+$41.8K2026-10-23
Truist Financial Corp
DECREASED30,95334,067-3,114-9%$1.6M$1.4M-$106.3K2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
DECREASED30,43932,310-1,871-6%$1.5M$1.4M-$50.3K2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED15,85016,350-500-3%$744.3K$739.7K-$4.6K2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED15,78215,78200%$718.5K$736.5K+$18.1K2026-10-28
Vicus Capital
INCREASED14,54512,255+2,290+19%$557.9K$678.8K+$120.9K2026-11-05
LifeWealth Investments, LLC
UNCHANGED13,57113,57100%$617.8K$633.4K+$15.6K2026-10-21
RFG Advisory, LLC
INCREASED13,42513,385+40+0%$609.3K$626.5K+$17.2K2026-11-03
Keystone Wealth Services, LLC
DECREASED12,06918,080-6,011-33%$823.1K$562.4K-$260.7K2026-11-03
ACT Advisors, Llc.
UNCHANGED10,61810,61800%$483.4K$495.5K+$12.2K2026-10-15
Ignite Planners, LLC
UNCHANGED9,9049,90400%$450.9K$462.2K+$11.3K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED9,2569,380-124-1%$427.0K$432.0K+$5.0K2026-10-20
Evolution Wealth Management Inc.
DECREASED9,14411,473-2,329-20%$522.3K$426.8K-$95.5K2026-10-28
Cottage Street Advisors LLC
DECREASED8,7019,431-730-8%$429.3K$406.1K-$23.3K2026-10-19
Schwallier Wealth Management LLC
DECREASED8,6158,704-89-1%$396.2K$402.1K+$5.8K2026-11-05
Castleview Partners, LLC
UNCHANGED8,5068,50600%$387.2K$397.0K+$9.7K2026-10-09
JIM Saulnier & Associates, LLC
UNCHANGED8,4928,49200%$386.6K$396.3K+$9.7K2026-11-04
Clear Creek Financial Management, LLC
DECREASED7,88510,947-3,062-28%$498.4K$368.0K-$130.4K2026-10-28
Grantvest Financial Group LLC
DECREASED7,8459,941-2,096-21%$452.6K$366.1K-$86.4K2026-10-21
Seven Hills Financial, LLC
NEW7,780—+7,780——$363.1K—2026-10-13
Sowell Financial Services LLC
DECREASED7,3327,416-84-1%$337.6K$342.2K+$4.6K2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED6,9476,94700%$316.0K$324.2K+$8.3K2026-10-20
Wetzel Investment Advisors, Inc.
DECREASED6,6186,986-368-5%$318.0K$308.9K-$9.2K2026-10-13
Farther Finance Advisors, LLC
DECREASED6,47310,844-4,371-40%$493.7K$302.1K-$191.6K2026-10-08
Park Avenue Securities LLC
DECREASED6,0696,120-51-1%$279.0K$283.0K+$4.0K2026-10-26
Cascade Investment Group, Inc.
DECREASED5,9216,770-849-13%$308.2K$276.3K-$31.9K2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED5,8515,85100%$266.4K$273.1K+$6.7K2026-10-26
Mission Financial Group, LLC
DECREASED5,8506,448-598-9%$293.5K$273.0K-$20.5K2026-10-21
Kercheville Advisors, LLC
UNCHANGED5,7005,70000%$259.5K$266.0K+$6.5K2026-10-19
Winnacle Wealth LLC
DECREASED5,6515,683-32-1%$258.7K$263.7K+$5.0K2026-10-15
Tounjian Advisory Partners, LLC
INCREASED5,5775,325+252+5%$242.4K$260.3K+$17.9K2026-11-04
LVZ, Inc.
UNCHANGED5,3515,35100%$243.6K$249.7K+$6.1K2026-10-20
RiverTree Advisors, LLC
UNCHANGED5,1605,16000%$234.9K$240.8K+$5.9K2026-10-13
Sigma Planning Corp
UNCHANGED5,0025,00200%$227.7K$224.8K-$2.9K2026-10-23
MGO One Seven LLC
UNCHANGED4,6464,64600%$211.5K$216.8K+$5.3K2026-10-28
Santori & Peters, Inc.
DECREASED4,6007,137-2,537-36%$324.9K$214.7K-$110.2K2026-10-26
Sagespring Wealth Partners, LLC
DECREASED4,5644,580-160%$208.5K$213.0K+$4.5K2026-10-22
MTM Investment Management, LLC
UNCHANGED2,7852,78500%$126.8K$130.0K+$3.2K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED2,3872,38700%$108.7K$111.4K+$2.7K2026-10-29
Lanark Financial, Inc.
DECREASED2,1702,414-244-10%$109.9K$101.3K-$8.6K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED1,6501,65000%$75.1K$77.0K+$1.9K2026-10-23
Assetmark, Inc
UNCHANGED1,6421,64200%$74.8K$76.6K+$1.9K2026-10-21
CoreCap Advisors, LLC
DECREASED1,1051,225-120-10%$55.8K$51.6K-$4.2K2026-10-08
Capital Investment Advisory Services, LLC
DECREASED6881,208-520-43%$55.0K$32.1K-$22.9K2026-10-30
First International Bank of Israel Ltd.
CLOSED0680,000-680,000-100%$31.0M$0-$31.0M2026-11-04
Precedent Wealth Partners, LLC
CLOSED0122,246-122,246-100%$5.6M$0-$5.6M2026-10-21
LexAurum Advisors, LLC
CLOSED05,632-5,632-100%$256.4K$0-$256.4K2026-10-19
StoneX Group Inc.
CLOSED04,724-4,724-100%$214.8K$0-$214.8K2026-11-03
Creative Financial Designs Inc
CLOSED0780-780-100%$35.5K$0-$35.5K2026-11-04
Jaffetilchin Investment Partners, LLC
N/A—1,225,754-1,225,754-100%$55.8M———
Envestnet Asset Management Inc
N/A—353,872-353,872-100%$16.1M———
Cetera Investment Advisers
N/A—232,988-232,988-100%$10.6M———
MML Investors Services, LLC
N/A—207,299-207,299-100%$9.4M———
LPL Financial LLC
N/A—197,622-197,622-100%$9.0M———
Advisory Services Network, LLC
N/A—105,691-105,691-100%$4.8M———
Raymond James Financial Inc
N/A—104,532-104,532-100%$4.8M———
Osaic Holdings, Inc.
N/A—94,572-94,572-100%$4.3M———
Horizon Investments, LLC
N/A—85,525-85,525-100%$3.9M———
Wood Tarver Financial Group, LLC
N/A—56,589-56,589-100%$2.6M———
Harbour Investments, Inc.
N/A—55,829-55,829-100%$2.5M———
JPMorgan Chase & Co
N/A—45,982-45,982-100%$2.1M———
Susquehanna International Group, LLP
N/A—41,730-41,730-100%$1.9M———
&partners
N/A—38,154-38,154-100%$1.7M———
Janney Montgomery Scott LLC
N/A—30,000-30,000-100%$1.4M———
1ST Source Bank
N/A—26,544-26,544-100%$1.2M———
Falcon Wealth Planning
N/A—23,386-23,386-100%$1.1M———
Waverly Advisors, LLC
N/A—22,237-22,237-100%$1.0M———
Kovack Advisors, Inc.
N/A—21,585-21,585-100%$982.4K———
Great Valley Advisor Group, Inc.
N/A—20,250-20,250-100%$922.0K———
OneDigital Investment Advisors LLC
N/A—19,763-19,763-100%$899.7K———
Integrity Financial Corp
N/A—19,608-19,608-100%$892.6K———
Old Mission Capital LLC
N/A—19,361-19,361-100%$881.4K———
Tanglewood Legacy Advisors, LLC
N/A—19,340-19,340-100%$880.4K———
Ameritas Advisory Services, LLC
N/A—18,680-18,680-100%$850.4K———
HRT Financial LP
N/A—15,179-15,179-100%$691.0K———
Geneos Wealth Management Inc.
N/A—14,487-14,487-100%$659.5K———
Per Stirling Capital Management, Llc.
N/A—13,947-13,947-100%$634.9K———
Arkadios Wealth Advisors
N/A—13,816-13,816-100%$629.0K———
NewEdge Advisors, LLC
N/A—13,385-13,385-100%$609.3K———
Mariner, LLC
N/A—13,255-13,255-100%$603.4K———
HighTower Advisors, LLC
N/A—12,832-12,832-100%$584.2K———
Sequent Planning LLC
N/A—12,482-12,482-100%$568.2K———
Camelot Portfolios, LLC
N/A—12,400-12,400-100%$564.5K———
United Capital Financial Advisors, LLC
N/A—11,000-11,000-100%$500.7K———
Nova Wealth Management, Inc.
N/A—9,640-9,640-100%$438.8K———
Main Street Financial Solutions, LLC
N/A—9,396-9,396-100%$427.7K———
Sanctuary Advisors, LLC
N/A—7,736-7,736-100%$352.2K———
Prosperity Consulting Group, LLC
N/A—7,673-7,673-100%$349.3K———
JDM Financial Group LLC
N/A—7,640-7,640-100%$347.8K———
Western Wealth Management, LLC
N/A—7,198-7,198-100%$327.7K———
Rockefeller Capital Management L.P.
N/A—6,846-6,846-100%$311.7K———
Mutual Advisors, LLC
N/A—5,817-5,817-100%$264.8K———
FSB Premier Wealth Management, Inc.
N/A—5,171-5,171-100%$235.4K———
Ogorek Anthony Joseph
N/A—5,133-5,133-100%$233.0K———
First Trust Advisors LP
N/A—4,772-4,772-100%$217.2K———
Barclays PLC
N/A—3,690-3,690-100%$168.0K———
Morgan Stanley
N/A—2,818-2,818-100%$128.3K———
Global Retirement Partners, LLC
N/A—2,500-2,500-100%$113.8K———
EP Wealth Advisors, LLC
N/A—2,400-2,400-100%$109.3K———
Steward Partners Investment Advisory, LLC
N/A—1,488-1,488-100%$67.7K———
AE Wealth Management LLC
N/A—1,355-1,355-100%$61.7K———
SOA Wealth Advisors, Llc.
N/A—1,166-1,166-100%$53.1K———
Fiduciary Financial Advisors
N/A—1,132-1,132-100%$51.5K———
National Bank of Canada
N/A—770-770-100%$35.0K———
Glen Eagle Advisors, LLC
N/A—300-300-100%$13.7K———
Benson Wealth Management Inc
N/A—263-263-100%$12.0K———
Smartleaf Asset Management LLC
N/A—161-161-100%$7.3K———
Showing 120 of 120 institutions