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FT Vest U.S. Equity Buffer E (FOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares336,559 from 313,660
Change+22,899 (+7%)
Value$18.2M (+$1.8M)
Filed 2026-10-21
Reap Financial Group, LLC
DECREASED
Shares143,769 from 144,724
Change-955 (-1%)
Value$7.8M (+$207.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares103,528 from 124,789
Change-21,261 (-17%)
Value$5.6M (-$926.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares69,980 from 82,954
Change-12,974 (-16%)
Value$3.8M (-$553.0K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
DECREASED
Shares67,164 from 70,830
Change-3,666 (-5%)
Value$3.6M (-$71.4K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares65,795 from 46,405
Change+19,390 (+42%)
Value$3.6M (+$1.1M)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
DECREASED
Shares50,763 from 50,923
Change-160 (0%)
Value$2.7M (+$82.6K)
Filed 2026-11-02
FWG Investments, Llc.
DECREASED
Shares48,437 from 49,510
Change-1,073 (-2%)
Value$2.6M (+$30.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,630 from 41,924
Change+3,706 (+9%)
Value$2.5M (+$276.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares42,206 from 43,268
Change-1,062 (-2%)
Value$2.3M (+$20.1K)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares36,768 from 32,702
Change+4,066 (+12%)
Value$2.0M (+$278.5K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares31,786 from 32,116
Change-330 (-1%)
Value$1.7M (+$39.7K)
Filed 2026-10-16
Brookstone Capital Management
UNCHANGED
Shares29,531 from 29,531
Change0 (0%)
Value$1.6M (+$52.9K)
Filed 2026-10-22
Reflection Asset Management
UNCHANGED
Shares26,996 from 26,996
Change0 (0%)
Value$1.5M (+$48.4K)
Filed 2026-10-28
Keystone Wealth Services, LLC
DECREASED
Shares22,906 from 23,101
Change-195 (-1%)
Value$1.2M (+$30.5K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
DECREASED
Shares21,279 from 21,521
Change-242 (-1%)
Value$1.2M (+$38.0K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares18,635 from 17,674
Change+961 (+5%)
Value$1.0M (+$83.6K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,126 from 5,876
Change+12,250 (+208%)
Value$989.1K (+$679.6K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED
Shares17,118 from 17,118
Change0 (0%)
Value$925.8K (+$30.7K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares16,052 from 15,915
Change+137 (+1%)
Value$868.1K (+$35.9K)
Filed 2026-10-08
Bison Wealth, LLC
UNCHANGED
Shares15,743 from 15,743
Change0 (0%)
Value$861.1K (+$33.4K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares15,626 from 13,104
Change+2,522 (+19%)
Value$845.1K (+$159.9K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares15,601 from 15,987
Change-386 (-2%)
Value$843.7K (+$7.8K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares13,474 from 4,902
Change+8,572 (+175%)
Value$732.4K (+$476.1K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED
Shares13,462 from 13,644
Change-182 (-1%)
Value$728.0K (+$14.6K)
Filed 2026-10-29
Schulz Wealth, Ltd.
UNCHANGED
Shares12,873 from 12,873
Change0 (0%)
Value$696.2K (+$23.1K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares10,035 from 10,035
Change0 (0%)
Value$542.7K (+$18.0K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
UNCHANGED
Shares9,787 from 9,787
Change0 (0%)
Value$529.3K (+$17.5K)
Filed 2026-10-13
Midwest Financial Network, LLC
DECREASED
Shares9,466 from 14,645
Change-5,179 (-35%)
Value$511.9K (-$253.9K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares9,022 from 9,767
Change-745 (-8%)
Value$487.9K (-$22.8K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares8,656 from 9,685
Change-1,029 (-11%)
Value$468.1K (-$38.3K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
UNCHANGED
Shares8,395 from 8,395
Change0 (0%)
Value$454.0K (+$15.0K)
Filed 2026-10-16
Meridian Wealth Management, LLC
UNCHANGED
Shares7,983 from 7,983
Change0 (0%)
Value$431.7K (+$14.3K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares7,630 from 7,954
Change-324 (-4%)
Value$413.0K (-$3.0K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares7,527 from 7,527
Change0 (0%)
Value$407.1K (+$13.5K)
Filed 2026-10-23
Legacy Solutions, LLC
UNCHANGED
Shares7,458 from 7,458
Change0 (0%)
Value$403.3K (+$13.4K)
Filed 2026-10-07
Clear Creek Financial Management, LLC
UNCHANGED
Shares7,318 from 7,318
Change0 (0%)
Value$395.8K (+$13.1K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares7,061 from 6,981
Change+80 (+1%)
Value$381.8K (+$16.8K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares7,056 from 7,246
Change-190 (-3%)
Value$381.6K (+$2.7K)
Filed 2026-11-05
Accel Wealth Management
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$378.6K (+$12.5K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares6,938 from 6,938
Change0 (0%)
Value$375.2K (+$12.4K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares6,855 from 11,517
Change-4,662 (-40%)
Value$370.7K (-$231.5K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares6,601 from 6,696
Change-95 (-1%)
Value$357.0K (+$6.9K)
Filed 2026-10-26
WealthTrust Asset Management, LLC
DECREASED
Shares6,449 from 6,837
Change-388 (-6%)
Value$348.8K (-$8.7K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares6,255 from 8,872
Change-2,617 (-29%)
Value$338.3K (-$125.6K)
Filed 2026-10-23
VestGen Advisors, LLC
UNCHANGED
Shares5,756 from 5,756
Change0 (0%)
Value$311.3K (+$10.3K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$265.0K (+$8.8K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares4,838 from 7,225
Change-2,387 (-33%)
Value$261.6K (-$116.1K)
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares4,787 from 5,531
Change-744 (-13%)
Value$258.9K (-$33.3K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares4,762 from 5,405
Change-643 (-12%)
Value$257.5K (-$25.1K)
Filed 2026-10-08
Citizens Financial Group Inc
UNCHANGED
Shares4,367 from 4,367
Change0 (0%)
Value$236.2K (+$7.8K)
Filed 2026-10-23
Beacon Financial Advisory LLC
DECREASED
Shares4,230 from 4,800
Change-570 (-12%)
Value$228.8K (-$22.2K)
Filed 2026-10-16
LVZ, Inc.
UNCHANGED
Shares4,142 from 4,142
Change0 (0%)
Value$224.0K (+$7.4K)
Filed 2026-10-20
Madrona Financial Services, LLC
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$218.3K (+$7.2K)
Filed 2026-10-23
Sound Income Strategies, LLC
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$215.6K (+$9.0K)
Filed 2026-10-09
Boomfish Wealth Group, LLC
UNCHANGED
Shares3,913 from 3,913
Change0 (0%)
Value$211.6K (+$7.0K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$178.7K (+$5.9K)
Filed 2026-10-28
Bokf, NA
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$114.1K (+$3.8K)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$59.2K (+$2.0K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$45.1K (+$1.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$34.0K (+$1.1K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$21.6K (+$717)
Filed 2026-10-01
Cape Investment Advisory, Inc.
INCREASED
Shares391 from 290
Change+101 (+35%)
Value$21.1K (+$6.0K)
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$18.4K (+$611)
Filed 2026-11-05
Creative Financial Designs Inc
NEW
Shares132
Change+132
Value$7.1K
Filed 2026-11-04
Arbor Capital Management Inc
CLOSED
Shares0 from 5,842
Change-5,842 (-100%)
Value$0 (-$304.8K)
Filed 2026-10-21
StoneX Group Inc.
CLOSED
Shares0 from 5,836
Change-5,836 (-100%)
Value$0 (-$304.7K)
Filed 2026-11-03
Atria Investments, Inc
CLOSED
Shares0 from 3,831
Change-3,831 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 508,794
Change-508,794 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 347,206
Change-347,206 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 222,953
Change-222,953 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 193,909
Change-193,909 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 174,244
Change-174,244 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 147,109
Change-147,109 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,793
Change-117,793 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 91,023
Change-91,023 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 58,447
Change-58,447 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 47,045
Change-47,045 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 46,593
Change-46,593 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 44,068
Change-44,068 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 42,230
Change-42,230 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,531
Change-35,531 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 31,466
Change-31,466 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30,502
Change-30,502 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 29,737
Change-29,737 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,886
Change-28,886 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,314
Change-24,314 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 24,292
Change-24,292 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,987
Change-23,987 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 21,101
Change-21,101 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,715
Change-20,715 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19,727
Change-19,727 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,465
Change-18,465 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,046
Change-17,046 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 15,740
Change-15,740 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,631
Change-15,631 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,417
Change-15,417 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 12,523
Change-12,523 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 12,118
Change-12,118 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 11,130
Change-11,130 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,028
Change-11,028 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,736
Change-10,736 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,459
Change-10,459 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,176
Change-9,176 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Share Andrew L.
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Barclays PLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 145
Change-145 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Assetmark, Inc
INCREASED336,559313,660+22,899+7%$16.4M$18.2M+$1.8M2026-10-21
Reap Financial Group, LLC
DECREASED143,769144,724-955-1%$7.6M$7.8M+$207.6K2026-11-02
Commonwealth Equity Services, LLC
DECREASED103,528124,789-21,261-17%$6.5M$5.6M-$926.3K2026-11-02
Kestra Advisory Services, LLC
DECREASED69,98082,954-12,974-16%$4.3M$3.8M-$553.0K2026-11-02
Acorn Financial Advisory Services Inc
DECREASED67,16470,830-3,666-5%$3.7M$3.6M-$71.4K2026-11-02
Smart Wealth LLC
INCREASED65,79546,405+19,390+42%$2.4M$3.6M+$1.1M2026-11-04
Valtinson Bruner Financial Planning LLC
DECREASED50,76350,923-1600%$2.7M$2.7M+$82.6K2026-11-02
FWG Investments, Llc.
DECREASED48,43749,510-1,073-2%$2.6M$2.6M+$30.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED45,63041,924+3,706+9%$2.2M$2.5M+$276.0K2026-11-02
Truist Financial Corp
DECREASED42,20643,268-1,062-2%$2.3M$2.3M+$20.1K2026-10-30
Founders Financial Securities LLC
INCREASED36,76832,702+4,066+12%$1.7M$2.0M+$278.5K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED31,78632,116-330-1%$1.7M$1.7M+$39.7K2026-10-16
Brookstone Capital Management
UNCHANGED29,53129,53100%$1.5M$1.6M+$52.9K2026-10-22
Reflection Asset Management
UNCHANGED26,99626,99600%$1.4M$1.5M+$48.4K2026-10-28
Keystone Wealth Services, LLC
DECREASED22,90623,101-195-1%$1.2M$1.2M+$30.5K2026-11-03
Fragasso Financial Advisors Inc
DECREASED21,27921,521-242-1%$1.1M$1.2M+$38.0K2026-10-13
RFG Advisory, LLC
INCREASED18,63517,674+961+5%$924.2K$1.0M+$83.6K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED18,1265,876+12,250+208%$309.5K$989.1K+$679.6K2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED17,11817,11800%$895.1K$925.8K+$30.7K2026-10-30
CoreCap Advisors, LLC
INCREASED16,05215,915+137+1%$832.2K$868.1K+$35.9K2026-10-08
Bison Wealth, LLC
UNCHANGED15,74315,74300%$827.8K$861.1K+$33.4K2026-10-13
TFB Advisors LLC
INCREASED15,62613,104+2,522+19%$685.2K$845.1K+$159.9K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED15,60115,987-386-2%$836.0K$843.7K+$7.8K2026-11-03
Prospera Financial Services Inc
INCREASED13,4744,902+8,572+175%$256.3K$732.4K+$476.1K2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED13,46213,644-182-1%$713.4K$728.0K+$14.6K2026-10-29
Schulz Wealth, Ltd.
UNCHANGED12,87312,87300%$673.1K$696.2K+$23.1K2026-11-03
Archer Investment Corp
UNCHANGED10,03510,03500%$524.7K$542.7K+$18.0K2026-11-05
Signal Advisors Wealth, LLC
UNCHANGED9,7879,78700%$511.8K$529.3K+$17.5K2026-10-13
Midwest Financial Network, LLC
DECREASED9,46614,645-5,179-35%$765.8K$511.9K-$253.9K2026-10-13
MGO One Seven LLC
DECREASED9,0229,767-745-8%$510.7K$487.9K-$22.8K2026-10-28
Integrity Alliance, Llc.
DECREASED8,6569,685-1,029-11%$506.4K$468.1K-$38.3K2026-10-29
Concurrent Investment Advisors, LLC
UNCHANGED8,3958,39500%$438.9K$454.0K+$15.0K2026-10-16
Meridian Wealth Management, LLC
UNCHANGED7,9837,98300%$417.4K$431.7K+$14.3K2026-11-05
Park Avenue Securities LLC
DECREASED7,6307,954-324-4%$416.0K$413.0K-$3.0K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED7,5277,52700%$393.6K$407.1K+$13.5K2026-10-23
Legacy Solutions, LLC
UNCHANGED7,4587,45800%$390.0K$403.3K+$13.4K2026-10-07
Clear Creek Financial Management, LLC
UNCHANGED7,3187,31800%$382.7K$395.8K+$13.1K2026-10-28
Sowell Financial Services LLC
INCREASED7,0616,981+80+1%$365.0K$381.8K+$16.8K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED7,0567,246-190-3%$378.9K$381.6K+$2.7K2026-11-05
Accel Wealth Management
UNCHANGED7,0007,00000%$366.0K$378.6K+$12.5K2026-10-13
IFP Advisors, Inc
UNCHANGED6,9386,93800%$362.8K$375.2K+$12.4K2026-10-16
Strategic Blueprint, LLC
DECREASED6,85511,517-4,662-40%$602.2K$370.7K-$231.5K2026-10-22
Lanark Financial, Inc.
DECREASED6,6016,696-95-1%$350.1K$357.0K+$6.9K2026-10-26
WealthTrust Asset Management, LLC
DECREASED6,4496,837-388-6%$357.5K$348.8K-$8.7K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED6,2558,872-2,617-29%$463.9K$338.3K-$125.6K2026-10-23
VestGen Advisors, LLC
UNCHANGED5,7565,75600%$301.0K$311.3K+$10.3K2026-10-27
Elevation Point Wealth Partners, LLC
UNCHANGED4,9004,90000%$256.2K$265.0K+$8.8K2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED4,8387,225-2,387-33%$377.8K$261.6K-$116.1K2026-10-29
First Heartland Consultants, Inc.
DECREASED4,7875,531-744-13%$292.2K$258.9K-$33.3K2026-10-08
Farther Finance Advisors, LLC
DECREASED4,7625,405-643-12%$282.6K$257.5K-$25.1K2026-10-08
Citizens Financial Group Inc
UNCHANGED4,3674,36700%$228.4K$236.2K+$7.8K2026-10-23
Beacon Financial Advisory LLC
DECREASED4,2304,800-570-12%$251.0K$228.8K-$22.2K2026-10-16
LVZ, Inc.
UNCHANGED4,1424,14200%$216.6K$224.0K+$7.4K2026-10-20
Madrona Financial Services, LLC
UNCHANGED4,0374,03700%$211.1K$218.3K+$7.2K2026-10-23
Sound Income Strategies, LLC
UNCHANGED3,9513,95100%$206.6K$215.6K+$9.0K2026-10-09
Boomfish Wealth Group, LLC
UNCHANGED3,9133,91300%$204.6K$211.6K+$7.0K2026-10-22
Buck Wealth Strategies, LLC
UNCHANGED3,3053,30500%$172.8K$178.7K+$5.9K2026-10-28
Bokf, NA
UNCHANGED2,1102,11000%$110.3K$114.1K+$3.8K2026-10-27
Evolution Wealth Management Inc.
UNCHANGED1,0951,09500%$57.3K$59.2K+$2.0K2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED83383300%$43.6K$45.1K+$1.5K2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED62962900%$32.9K$34.0K+$1.1K2026-10-30
Noble Wealth Management PBC
UNCHANGED40040000%$20.9K$21.6K+$7172026-10-01
Cape Investment Advisory, Inc.
INCREASED391290+101+35%$15.2K$21.1K+$6.0K2026-10-13
Larson Financial Group LLC
UNCHANGED34134100%$17.8K$18.4K+$6112026-11-05
Creative Financial Designs Inc
NEW132—+132——$7.1K—2026-11-04
Arbor Capital Management Inc
CLOSED05,842-5,842-100%$304.8K$0-$304.8K2026-10-21
StoneX Group Inc.
CLOSED05,836-5,836-100%$304.7K$0-$304.7K2026-11-03
Atria Investments, Inc
CLOSED03,831-3,831-100%$200.3K$0-$200.3K2026-10-15
Envestnet Asset Management Inc
N/A—508,794-508,794-100%$26.6M———
Raymond James Financial Inc
N/A—347,206-347,206-100%$18.2M———
Bleakley Financial Group, LLC
N/A—222,953-222,953-100%$11.7M———
Osaic Holdings, Inc.
N/A—193,909-193,909-100%$10.1M———
Cetera Investment Advisers
N/A—174,244-174,244-100%$9.1M———
LPL Financial LLC
N/A—147,109-147,109-100%$7.7M———
MML Investors Services, LLC
N/A—117,793-117,793-100%$6.2M———
Capital Analysts, LLC
N/A—91,023-91,023-100%$4.8M———
Harbour Investments, Inc.
N/A—58,447-58,447-100%$3.1M———
Janney Montgomery Scott LLC
N/A—47,045-47,045-100%$2.5M———
Royal Bank of Canada
N/A—46,593-46,593-100%$2.4M———
SOA Wealth Advisors, Llc.
N/A—44,068-44,068-100%$2.3M———
Fiduciary Financial Advisors
N/A—42,230-42,230-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—35,531-35,531-100%$1.9M———
Insigneo Advisory Services, LLC
N/A—31,466-31,466-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—30,502-30,502-100%$1.6M———
Harvest Investment Services, LLC
N/A—29,737-29,737-100%$1.6M———
Susquehanna International Group, LLP
N/A—28,886-28,886-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—24,314-24,314-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—24,292-24,292-100%$1.3M———
Captrust Financial Advisors
N/A—23,987-23,987-100%$1.3M———
Integrity Financial Corp
N/A—21,101-21,101-100%$1.1M———
Citadel Advisors LLC
N/A—20,715-20,715-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—19,727-19,727-100%$1.0M———
Old Mission Capital LLC
N/A—19,452-19,452-100%$1.0M———
AE Wealth Management LLC
N/A—18,465-18,465-100%$965.5K———
Steward Partners Investment Advisory, LLC
N/A—17,046-17,046-100%$891.3K———
JPMorgan Chase & Co
N/A—15,800-15,800-100%$819.4K———
Freedom Investment Management, Inc.
N/A—15,740-15,740-100%$823.0K———
HRT Financial LP
N/A—15,631-15,631-100%$817.0K———
Stephens Inc
N/A—15,417-15,417-100%$806.2K———
Mutual Advisors, LLC
N/A—14,183-14,183-100%$741.6K———
Tanglewood Legacy Advisors, LLC
N/A—12,984-12,984-100%$678.9K———
Octavia Wealth Advisors, LLC
N/A—12,523-12,523-100%$654.8K———
FSB Premier Wealth Management, Inc.
N/A—12,118-12,118-100%$633.7K———
Pitti Group Wealth Management, LLC
N/A—11,130-11,130-100%$582.0K———
Foundations Investment Advisors, LLC
N/A—11,067-11,067-100%$578.7K———
Gallagher Fiduciary Advisors, LLC
N/A—11,028-11,028-100%$576.6K———
Keating Financial Advisory Services, Inc.
N/A—10,901-10,901-100%$570.0K———
Goldman Sachs Group Inc
N/A—10,736-10,736-100%$561.4K———
OneDigital Investment Advisors LLC
N/A—10,459-10,459-100%$546.9K———
HighTower Advisors, LLC
N/A—9,606-9,606-100%$502.3K———
Geneos Wealth Management Inc.
N/A—9,330-9,330-100%$487.9K———
CreativeOne Wealth, LLC
N/A—9,176-9,176-100%$479.8K———
NewEdge Advisors, LLC
N/A—9,073-9,073-100%$474.4K———
Leigh Baldwin & Co., LLC
N/A—9,065-9,065-100%$474.0K———
Financial Life Planners
N/A—8,249-8,249-100%$431.3K———
Arkadios Wealth Advisors
N/A—7,980-7,980-100%$417.3K———
Mariner, LLC
N/A—7,675-7,675-100%$401.3K———
Prosperity Consulting Group, LLC
N/A—7,461-7,461-100%$390.1K———
Savvy Advisors, Inc.
N/A—6,816-6,816-100%$356.4K———
Great Valley Advisor Group, Inc.
N/A—6,759-6,759-100%$353.0K———
Beacon Pointe Advisors, LLC
N/A—6,731-6,731-100%$352.0K———
Glen Eagle Advisors, LLC
N/A—6,730-6,730-100%$351.9K———
Sanctuary Advisors, LLC
N/A—6,499-6,499-100%$339.8K———
Kovack Advisors, Inc.
N/A—6,097-6,097-100%$318.9K———
Arax Advisory Partners
N/A—5,842-5,842-100%$305.5K———
United Capital Financial Advisors, LLC
N/A—5,665-5,665-100%$296.4K———
Gateway Wealth Partners, LLC
N/A—5,384-5,384-100%$281.5K———
Centaurus Financial, Inc.
N/A—5,327-5,327-100%$279.0K———
Share Andrew L.
N/A—5,229-5,229-100%$273.4K———
Fortress Private Ledger, LLC
N/A—4,980-4,980-100%$260.4K———
Wood Tarver Financial Group, LLC
N/A—4,972-4,972-100%$259.0K———
Vestmark Advisory Solutions, Inc.
N/A—4,900-4,900-100%$256.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—4,596-4,596-100%$240.3K———
Money Concepts Capital Corp
N/A—4,266-4,266-100%$223.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,065-4,065-100%$212.6K———
BFC Planning, Inc.
N/A—4,065-4,065-100%$212.6K———
Faithward Advisors, LLC
N/A—3,849-3,849-100%$201.3K———
Cozad Asset Management Inc
N/A—3,833-3,833-100%$200.4K———
Ameritas Investment Partners, Inc.
N/A—2,680-2,680-100%$140.1K———
IFG Advisory, LLC
N/A—1,583-1,583-100%$82.8K———
Barclays PLC
N/A—972-972-100%$50.8K———
Topsail Wealth Management, LLC
N/A—500-500-100%$26.1K———
Caitlin John, LLC
N/A—404-404-100%$21.1K———
O'shaughnessy Asset Management, LLC
N/A—249-249-100%$13.0K———
Continuum Advisory, LLC
N/A—231-231-100%$12.1K———
Alerus Financial NA
N/A—145-145-100%$7.6K———
Wells Fargo & Company
N/A—21-21-100%$1.1K———
Showing 147 of 147 institutions