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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares266,981 from 254,816
Change+12,165 (+5%)
Value$13.0M (+$958.9K)
Filed 2026-10-19
Reap Financial Group, LLC
INCREASED
Shares223,113 from 222,958
Change+155 (+0%)
Value$10.9M (+$326.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares137,890 from 87,804
Change+50,086 (+57%)
Value$6.7M (+$2.6M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares122,190 from 126,233
Change-4,043 (-3%)
Value$6.0M (-$17.1K)
Filed 2026-11-02
Winnacle Wealth LLC
DECREASED
Shares97,157 from 109,924
Change-12,767 (-12%)
Value$4.7M (-$466.7K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares91,002 from 82,148
Change+8,854 (+11%)
Value$4.4M (+$550.2K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares58,042 from 59,115
Change-1,073 (-2%)
Value$2.8M (+$32.1K)
Filed 2026-10-30
LifeWealth Investments, LLC
DECREASED
Shares53,000 from 55,849
Change-2,849 (-5%)
Value$2.6M (-$59.4K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares41,519 from 33,106
Change+8,413 (+25%)
Value$2.0M (+$458.0K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
DECREASED
Shares41,041 from 42,426
Change-1,385 (-3%)
Value$2.0M (-$7.0K)
Filed 2026-10-20
Ignite Planners, LLC
UNCHANGED
Shares38,301 from 38,301
Change0 (0%)
Value$1.9M (+$54.8K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
DECREASED
Shares24,799 from 25,440
Change-641 (-3%)
Value$1.2M (+$5.1K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
DECREASED
Shares22,960 from 24,897
Change-1,937 (-8%)
Value$1.1M (-$59.1K)
Filed 2026-11-04
Santori & Peters, Inc.
NEW
Shares22,192
Change+22,192
Value$1.1M
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares20,521 from 23,060
Change-2,539 (-11%)
Value$1.0M (-$91.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,412 from 11,789
Change+5,623 (+48%)
Value$857.9K (+$294.7K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares16,934 from 16,934
Change0 (0%)
Value$827.6K (+$24.2K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares15,455 from 15,455
Change0 (0%)
Value$755.3K (+$22.1K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED
Shares13,946 from 15,012
Change-1,066 (-7%)
Value$681.5K (-$30.6K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares13,450 from 13,417
Change+33 (+0%)
Value$657.3K (+$20.8K)
Filed 2026-10-08
Sovran Advisors, LLC
NEW
Shares13,324
Change+13,324
Value$655.0K
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares12,858 from 12,834
Change+24 (+0%)
Value$628.4K (+$19.5K)
Filed 2026-11-03
MGO One Seven LLC
UNCHANGED
Shares12,596 from 12,596
Change0 (0%)
Value$615.6K (+$18.0K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
INCREASED
Shares12,244 from 9,991
Change+2,253 (+23%)
Value$598.9K (+$123.9K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
UNCHANGED
Shares11,238 from 11,238
Change0 (0%)
Value$549.2K (+$16.1K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares11,209 from 9,151
Change+2,058 (+22%)
Value$547.8K (+$113.7K)
Filed 2026-10-23
Legacy Solutions, LLC
UNCHANGED
Shares11,089 from 11,089
Change0 (0%)
Value$541.9K (+$15.9K)
Filed 2026-10-07
Sloy Dahl & Holst, LLC
DECREASED
Shares10,810 from 11,140
Change-330 (-3%)
Value$528.3K (-$197)
Filed 2026-10-14
Wealth Group Ltd
DECREASED
Shares10,554 from 10,954
Change-400 (-4%)
Value$518.2K (-$1.5K)
Filed 2026-10-07
Evolution Wealth Management Inc.
INCREASED
Shares10,407 from 6,340
Change+4,067 (+64%)
Value$508.6K (+$207.8K)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares10,350 from 11,118
Change-768 (-7%)
Value$505.8K (-$21.6K)
Filed 2026-10-13
Financial Guidance Group, Inc.
UNCHANGED
Shares9,900 from 9,900
Change0 (0%)
Value$483.8K (+$14.2K)
Filed 2026-10-21
Precedent Wealth Partners, LLC
DECREASED
Shares9,482 from 14,814
Change-5,332 (-36%)
Value$463.4K (-$239.4K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares8,971 from 8,971
Change0 (0%)
Value$438.4K (+$12.8K)
Filed 2026-10-13
Schwallier Wealth Management LLC
DECREASED
Shares8,284 from 8,377
Change-93 (-1%)
Value$404.8K (+$7.4K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares7,366 from 7,366
Change0 (0%)
Value$360.0K (+$10.5K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares6,759 from 6,986
Change-227 (-3%)
Value$330.3K (-$1.1K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares6,713 from 6,713
Change0 (0%)
Value$328.1K (+$9.6K)
Filed 2026-10-20
Cascade Investment Group, Inc.
DECREASED
Shares6,661 from 8,988
Change-2,327 (-26%)
Value$325.5K (-$100.9K)
Filed 2026-10-13
DWM Financial Group, Inc.
UNCHANGED
Shares6,268 from 6,268
Change0 (0%)
Value$306.3K (+$24.8K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares5,876 from 5,878
Change-2 (0%)
Value$287.2K (+$8.3K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares5,773 from 5,783
Change-10 (0%)
Value$282.1K (+$7.8K)
Filed 2026-10-28
Heritage OAK Wealth Advisors LLC
UNCHANGED
Shares5,666 from 5,666
Change0 (0%)
Value$276.9K (+$8.1K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares5,486 from 27,189
Change-21,703 (-80%)
Value$267.4K (-$1.0M)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares5,350 from 6,234
Change-884 (-14%)
Value$261.4K (-$34.3K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares4,888 from 8,174
Change-3,286 (-40%)
Value$238.9K (-$148.9K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
NEW
Shares4,879
Change+4,879
Value$238.4K
Filed 2026-10-16
Mission Financial Group, LLC
INCREASED
Shares4,855 from 4,778
Change+77 (+2%)
Value$237.3K (+$10.6K)
Filed 2026-10-21
Ferguson Shapiro LLC
UNCHANGED
Shares4,506 from 4,506
Change0 (0%)
Value$220.2K (+$6.4K)
Filed 2026-10-16
Meridian Wealth Management, LLC
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$214.8K (+$6.3K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$210.1K (+$6.1K)
Filed 2026-10-29
Capital Investment Advisors, LLC
NEW
Shares4,267
Change+4,267
Value$208.5K
Filed 2026-10-22
Keystone Wealth Services, LLC
NEW
Shares4,260
Change+4,260
Value$208.2K
Filed 2026-11-03
Uptick Partners, LLC
NEW
Shares4,230
Change+4,230
Value$206.7K
Filed 2026-11-04
Grantvest Financial Group LLC
DECREASED
Shares4,117 from 4,372
Change-255 (-6%)
Value$201.2K (-$6.2K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares2,330 from 1,530
Change+800 (+52%)
Value$113.9K (+$41.3K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$82.6K (+$2.4K)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares1,500
Change+1,500
Value$73.3K
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares1,064 from 1,179
Change-115 (-10%)
Value$52.0K (-$3.9K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$43.7K (+$1.3K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
NEW
Shares500
Change+500
Value$24.4K
Filed 2026-10-29
Spire Wealth Management
NEW
Shares300
Change+300
Value$14.7K
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares270 from 606
Change-336 (-55%)
Value$13.2K (-$15.6K)
Filed 2026-10-26
Maia Wealth LLC
CLOSED
Shares0 from 62,732
Change-62,732 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-19
Arbor Capital Management Inc
CLOSED
Shares0 from 6,191
Change-6,191 (-100%)
Value$0 (-$293.4K)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 368,468
Change-368,468 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 134,433
Change-134,433 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 116,561
Change-116,561 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 88,810
Change-88,810 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 81,306
Change-81,306 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 77,466
Change-77,466 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 74,812
Change-74,812 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 73,913
Change-73,913 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 71,876
Change-71,876 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 54,102
Change-54,102 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 38,005
Change-38,005 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,073
Change-30,073 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 25,672
Change-25,672 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 25,354
Change-25,354 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,985
Change-23,985 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,192
Change-23,192 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,917
Change-18,917 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,852
Change-18,852 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 18,461
Change-18,461 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 17,244
Change-17,244 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,022
Change-16,022 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
&partners
N/A
Shares— from 12,356
Change-12,356 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,265
Change-11,265 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,665
Change-6,665 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 400
Change-400 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 110
Change-110 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Spectrum Asset Management, Inc. (NB )
INCREASED266,981254,816+12,165+5%$12.1M$13.0M+$958.9K2026-10-19
Reap Financial Group, LLC
INCREASED223,113222,958+155+0%$10.6M$10.9M+$326.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED137,89087,804+50,086+57%$4.2M$6.7M+$2.6M2026-11-02
Kestra Advisory Services, LLC
DECREASED122,190126,233-4,043-3%$6.0M$6.0M-$17.1K2026-11-02
Winnacle Wealth LLC
DECREASED97,157109,924-12,767-12%$5.2M$4.7M-$466.7K2026-10-15
Founders Financial Securities LLC
INCREASED91,00282,148+8,854+11%$3.9M$4.4M+$550.2K2026-10-28
Truist Financial Corp
DECREASED58,04259,115-1,073-2%$2.8M$2.8M+$32.1K2026-10-30
LifeWealth Investments, LLC
DECREASED53,00055,849-2,849-5%$2.6M$2.6M-$59.4K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED41,51933,106+8,413+25%$1.6M$2.0M+$458.0K2026-11-02
Hardworking Capital Advisors, LLC
DECREASED41,04142,426-1,385-3%$2.0M$2.0M-$7.0K2026-10-20
Ignite Planners, LLC
UNCHANGED38,30138,30100%$1.8M$1.9M+$54.8K2026-10-14
Signal Advisors Wealth, LLC
DECREASED24,79925,440-641-3%$1.2M$1.2M+$5.1K2026-10-13
Tounjian Advisory Partners, LLC
DECREASED22,96024,897-1,937-8%$1.2M$1.1M-$59.1K2026-11-04
Santori & Peters, Inc.
NEW22,192—+22,192——$1.1M—2026-10-26
J.W. Cole Advisors, Inc.
DECREASED20,52123,060-2,539-11%$1.1M$1.0M-$91.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED17,41211,789+5,623+48%$563.2K$857.9K+$294.7K2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED16,93416,93400%$803.3K$827.6K+$24.2K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED15,45515,45500%$733.2K$755.3K+$22.1K2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED13,94615,012-1,066-7%$712.2K$681.5K-$30.6K2026-10-16
First Heartland Consultants, Inc.
INCREASED13,45013,417+33+0%$636.5K$657.3K+$20.8K2026-10-08
Sovran Advisors, LLC
NEW13,324—+13,324——$655.0K—2026-11-02
RFG Advisory, LLC
INCREASED12,85812,834+24+0%$608.8K$628.4K+$19.5K2026-11-03
MGO One Seven LLC
UNCHANGED12,59612,59600%$597.6K$615.6K+$18.0K2026-10-28
Foguth Wealth Management, Llc.
INCREASED12,2449,991+2,253+23%$475.0K$598.9K+$123.9K2026-10-19
Kestra Private Wealth Services, LLC
UNCHANGED11,23811,23800%$533.1K$549.2K+$16.1K2026-10-30
Apollon Wealth Management, LLC
INCREASED11,2099,151+2,058+22%$434.1K$547.8K+$113.7K2026-10-23
Legacy Solutions, LLC
UNCHANGED11,08911,08900%$526.1K$541.9K+$15.9K2026-10-07
Sloy Dahl & Holst, LLC
DECREASED10,81011,140-330-3%$528.5K$528.3K-$1972026-10-14
Wealth Group Ltd
DECREASED10,55410,954-400-4%$519.7K$518.2K-$1.5K2026-10-07
Evolution Wealth Management Inc.
INCREASED10,4076,340+4,067+64%$300.8K$508.6K+$207.8K2026-10-28
Accel Wealth Management
DECREASED10,35011,118-768-7%$527.4K$505.8K-$21.6K2026-10-13
Financial Guidance Group, Inc.
UNCHANGED9,9009,90000%$469.7K$483.8K+$14.2K2026-10-21
Precedent Wealth Partners, LLC
DECREASED9,48214,814-5,332-36%$702.8K$463.4K-$239.4K2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED8,9718,97100%$425.6K$438.4K+$12.8K2026-10-13
Schwallier Wealth Management LLC
DECREASED8,2848,377-93-1%$397.4K$404.8K+$7.4K2026-11-05
Legacy Capital Wealth Partners, LLC
UNCHANGED7,3667,36600%$349.5K$360.0K+$10.5K2026-10-21
Clear Creek Financial Management, LLC
DECREASED6,7596,986-227-3%$331.4K$330.3K-$1.1K2026-10-28
Prime Capital Investment Advisors, LLC
UNCHANGED6,7136,71300%$318.5K$328.1K+$9.6K2026-10-20
Cascade Investment Group, Inc.
DECREASED6,6618,988-2,327-26%$426.4K$325.5K-$100.9K2026-10-13
DWM Financial Group, Inc.
UNCHANGED6,2686,26800%$281.5K$306.3K+$24.8K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED5,8765,878-20%$278.9K$287.2K+$8.3K2026-10-20
Buck Wealth Strategies, LLC
DECREASED5,7735,783-100%$274.3K$282.1K+$7.8K2026-10-28
Heritage OAK Wealth Advisors LLC
UNCHANGED5,6665,66600%$268.8K$276.9K+$8.1K2026-10-14
Prospera Financial Services Inc
DECREASED5,48627,189-21,703-80%$1.3M$267.4K-$1.0M2026-11-04
Farther Finance Advisors, LLC
DECREASED5,3506,234-884-14%$295.7K$261.4K-$34.3K2026-10-08
IFP Advisors, Inc
DECREASED4,8888,174-3,286-40%$387.8K$238.9K-$148.9K2026-10-16
Quad-Cities Investment Group, LLC
NEW4,879—+4,879——$238.4K—2026-10-16
Mission Financial Group, LLC
INCREASED4,8554,778+77+2%$226.7K$237.3K+$10.6K2026-10-21
Ferguson Shapiro LLC
UNCHANGED4,5064,50600%$213.8K$220.2K+$6.4K2026-10-16
Meridian Wealth Management, LLC
UNCHANGED4,3954,39500%$208.5K$214.8K+$6.3K2026-11-05
Gerber Kawasaki Wealth & Investment Management
UNCHANGED4,3004,30000%$204.0K$210.1K+$6.1K2026-10-29
Capital Investment Advisors, LLC
NEW4,267—+4,267——$208.5K—2026-10-22
Keystone Wealth Services, LLC
NEW4,260—+4,260——$208.2K—2026-11-03
Uptick Partners, LLC
NEW4,230—+4,230——$206.7K—2026-11-04
Grantvest Financial Group LLC
DECREASED4,1174,372-255-6%$207.4K$201.2K-$6.2K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED2,3301,530+800+52%$72.6K$113.9K+$41.3K2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED1,6901,69000%$80.2K$82.6K+$2.4K2026-10-23
Rossby Financial, LCC
NEW1,500—+1,500——$73.3K—2026-11-05
CoreCap Advisors, LLC
DECREASED1,0641,179-115-10%$55.9K$52.0K-$3.9K2026-10-08
Creative Financial Designs Inc
UNCHANGED89489400%$42.4K$43.7K+$1.3K2026-11-04
Blue Bell Private Wealth Management, LLC
NEW500—+500——$24.4K—2026-10-29
Spire Wealth Management
NEW300—+300——$14.7K—2026-10-30
Lanark Financial, Inc.
DECREASED270606-336-55%$28.7K$13.2K-$15.6K2026-10-26
Maia Wealth LLC
CLOSED062,732-62,732-100%$3.0M$0-$3.0M2026-10-19
Arbor Capital Management Inc
CLOSED06,191-6,191-100%$293.4K$0-$293.4K2026-10-21
Envestnet Asset Management Inc
N/A—368,468-368,468-100%$17.5M———
Cetera Investment Advisers
N/A—134,433-134,433-100%$6.4M———
MML Investors Services, LLC
N/A—116,561-116,561-100%$5.5M———
Wood Tarver Financial Group, LLC
N/A—88,810-88,810-100%$4.2M———
Osaic Holdings, Inc.
N/A—81,306-81,306-100%$3.9M———
LPL Financial LLC
N/A—77,466-77,466-100%$3.7M———
Ogorek Anthony Joseph
N/A—74,812-74,812-100%$3.5M———
Raymond James Financial Inc
N/A—73,913-73,913-100%$3.5M———
Advyzon Investment Management, LLC
N/A—71,876-71,876-100%$3.4M———
Harbour Investments, Inc.
N/A—54,102-54,102-100%$2.6M———
Jaffetilchin Investment Partners, LLC
N/A—38,005-38,005-100%$1.8M———
JPMorgan Chase & Co
N/A—30,073-30,073-100%$1.4M———
Kovack Advisors, Inc.
N/A—25,672-25,672-100%$1.2M———
Cary Street Partners Financial LLC
N/A—25,354-25,354-100%$1.2M———
Mutual Advisors, LLC
N/A—23,985-23,985-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—23,192-23,192-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—18,917-18,917-100%$897.4K———
Susquehanna International Group, LLP
N/A—18,852-18,852-100%$894.3K———
Integrity Financial Corp
N/A—18,461-18,461-100%$875.8K———
Nova Wealth Management, Inc.
N/A—17,244-17,244-100%$818.1K———
Old Mission Capital LLC
N/A—16,022-16,022-100%$760.1K———
Bluespring Wealth Management, LLC
N/A—14,700-14,700-100%$697.4K———
&partners
N/A—12,356-12,356-100%$586.2K———
Inspire Advisors, LLC
N/A—11,265-11,265-100%$534.4K———
Stratos Wealth Partners, Ltd.
N/A—9,980-9,980-100%$473.5K———
Aptus Capital Advisors, LLC
N/A—9,900-9,900-100%$469.7K———
Advance Capital Management, Inc.
N/A—9,845-9,845-100%$467.0K———
Prosperity Consulting Group, LLC
N/A—9,602-9,602-100%$455.5K———
HighTower Advisors, LLC
N/A—9,377-9,377-100%$444.8K———
Sanctuary Advisors, LLC
N/A—9,250-9,250-100%$438.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—7,350-7,350-100%$348.7K———
HRT Financial LP
N/A—6,665-6,665-100%$316.0K———
Waverly Advisors, LLC
N/A—6,212-6,212-100%$294.7K———
Per Stirling Capital Management, Llc.
N/A—5,536-5,536-100%$262.6K———
Centaurus Financial, Inc.
N/A—5,430-5,430-100%$258.0K———
FSB Premier Wealth Management, Inc.
N/A—5,337-5,337-100%$253.2K———
AE Wealth Management LLC
N/A—5,139-5,139-100%$243.8K———
Sequent Planning LLC
N/A—4,925-4,925-100%$233.6K———
Mercer Global Advisors Inc
N/A—4,903-4,903-100%$232.6K———
Janney Montgomery Scott LLC
N/A—4,788-4,788-100%$227.0K———
BFC Planning, Inc.
N/A—4,265-4,265-100%$202.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,265-4,265-100%$202.3K———
Barclays PLC
N/A—4,227-4,227-100%$200.5K———
Fiduciary Financial Advisors
N/A—4,194-4,194-100%$198.9K———
SOA Wealth Advisors, Llc.
N/A—2,510-2,510-100%$119.1K———
Steward Partners Investment Advisory, LLC
N/A—2,381-2,381-100%$113.0K———
Benson Wealth Management Inc
N/A—1,962-1,962-100%$93.1K———
Tanglewood Legacy Advisors, LLC
N/A—1,899-1,899-100%$90.1K———
Oakmont Advisory Group, LLC
N/A—1,832-1,832-100%$86.9K———
Topsail Wealth Management, LLC
N/A—1,648-1,648-100%$78.2K———
Royal Bank of Canada
N/A—1,500-1,500-100%$71.0K———
Morgan Stanley
N/A—1,080-1,080-100%$51.2K———
Jones Financial Companies Lllp
N/A—400-400-100%$18.8K———
Smartleaf Asset Management LLC
N/A—153-153-100%$7.2K———
CoreFirst Bank & Trust
N/A—110-110-100%$5.2K———
FWL Investment Management, LLC
N/A—1-1-100%$30———
Showing 121 of 121 institutions