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FT Vest US Equity Deep Buffe (DJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares191,138 from 34,770
Change+156,368 (+450%)
Value$9.8M (+$8.0M)
Filed 2026-11-02
Decker Wealth Management LLC
INCREASED
Shares171,604 from 163,972
Change+7,632 (+5%)
Value$8.8M (+$562.0K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares134,108 from 133,976
Change+132 (+0%)
Value$6.9M (+$146.8K)
Filed 2026-10-30
Ignite Planners, LLC
DECREASED
Shares124,874 from 141,107
Change-16,233 (-11%)
Value$6.4M (-$683.5K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares104,256 from 82,023
Change+22,233 (+27%)
Value$5.3M (+$1.2M)
Filed 2026-11-02
Reap Financial Group, LLC
INCREASED
Shares101,284 from 96,489
Change+4,795 (+5%)
Value$5.2M (+$346.3K)
Filed 2026-11-02
Oppenheimer & Co Inc
NEW
Shares97,607
Change+97,607
Value$5.0M
Filed 2026-10-26
Winnacle Wealth LLC
DECREASED
Shares92,281 from 104,449
Change-12,168 (-12%)
Value$4.7M (-$513.7K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares86,304 from 77,473
Change+8,831 (+11%)
Value$4.4M (+$533.0K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares82,494 from 86,157
Change-3,663 (-4%)
Value$4.2M (-$103.3K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares79,798 from 69,858
Change+9,940 (+14%)
Value$4.1M (+$582.0K)
Filed 2026-11-02
LifeWealth Investments, LLC
DECREASED
Shares68,576 from 73,130
Change-4,554 (-6%)
Value$3.5M (-$156.7K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares58,803 from 58,637
Change+166 (+0%)
Value$3.0M (+$69.8K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares53,237 from 36,052
Change+17,185 (+48%)
Value$2.7M (+$917.4K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
DECREASED
Shares46,717 from 144,633
Change-97,916 (-68%)
Value$2.4M (-$4.9M)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares31,564 from 19,541
Change+12,023 (+62%)
Value$1.6M (+$635.9K)
Filed 2026-10-22
Spire Wealth Management
UNCHANGED
Shares29,040 from 29,040
Change0 (0%)
Value$1.5M (+$30.3K)
Filed 2026-10-30
Mission Financial Group, LLC
INCREASED
Shares26,735 from 25,680
Change+1,055 (+4%)
Value$1.4M (+$80.8K)
Filed 2026-10-21
Hartford Financial Management Inc.
UNCHANGED
Shares23,332 from 23,332
Change0 (0%)
Value$1.2M (+$24.4K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares22,576 from 22,576
Change0 (0%)
Value$1.2M (+$23.6K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares19,431 from 14,887
Change+4,544 (+31%)
Value$994.7K (+$248.5K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares18,878 from 5,998
Change+12,880 (+215%)
Value$967.8K (+$667.0K)
Filed 2026-10-30
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares17,994 from 17,684
Change+310 (+2%)
Value$921.1K (+$34.3K)
Filed 2026-10-29
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares17,755 from 5,845
Change+11,910 (+204%)
Value$908.9K (+$615.8K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares16,856 from 17,116
Change-260 (-2%)
Value$862.9K (+$4.6K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares16,147 from 16,147
Change0 (0%)
Value$826.6K (+$16.9K)
Filed 2026-10-27
Claro Advisors Inc.
DECREASED
Shares15,489 from 17,207
Change-1,718 (-10%)
Value$792.9K (-$70.0K)
Filed 2026-11-02
Ferguson Shapiro LLC
DECREASED
Shares14,304 from 20,741
Change-6,437 (-31%)
Value$732.2K (-$307.8K)
Filed 2026-10-16
Santori & Peters, Inc.
NEW
Shares13,939
Change+13,939
Value$713.5K
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,398 from 10,039
Change+3,359 (+33%)
Value$691.4K (+$186.3K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares12,277 from 12,243
Change+34 (+0%)
Value$628.5K (+$14.5K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares11,385 from 11,515
Change-130 (-1%)
Value$582.8K (+$5.4K)
Filed 2026-10-28
Madrona Financial Services, LLC
NEW
Shares11,082
Change+11,082
Value$567.3K
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares10,377 from 10,377
Change0 (0%)
Value$531.2K (+$10.8K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares9,706 from 10,439
Change-733 (-7%)
Value$496.8K (-$26.6K)
Filed 2026-10-08
Uptick Partners, LLC
UNCHANGED
Shares9,019 from 9,019
Change0 (0%)
Value$461.7K (+$9.4K)
Filed 2026-11-04
Bison Wealth, LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$404.0K (+$12.2K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares7,403 from 7,403
Change0 (0%)
Value$379.0K (+$7.7K)
Filed 2026-10-30
First Heartland Consultants, Inc.
INCREASED
Shares7,068 from 6,953
Change+115 (+2%)
Value$361.8K (+$13.2K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares6,673 from 6,629
Change+44 (+1%)
Value$342.0K (+$10.0K)
Filed 2026-10-26
Balentine LLC
UNCHANGED
Shares6,550 from 6,550
Change0 (0%)
Value$335.3K (+$6.8K)
Filed 2026-11-03
JIM Saulnier & Associates, LLC
UNCHANGED
Shares6,131 from 6,131
Change0 (0%)
Value$313.8K (+$6.4K)
Filed 2026-11-04
Cottage Street Advisors LLC
INCREASED
Shares6,069 from 5,139
Change+930 (+18%)
Value$310.7K (+$53.0K)
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$307.1K (+$6.3K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares5,656 from 5,905
Change-249 (-4%)
Value$289.5K (-$6.6K)
Filed 2026-10-26
Sound Income Strategies, LLC
UNCHANGED
Shares5,641 from 5,641
Change0 (0%)
Value$291.1K (+$8.2K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,576 from 5,157
Change+419 (+8%)
Value$285.4K (+$26.8K)
Filed 2026-10-20
Keystone Wealth Services, LLC
INCREASED
Shares5,156 from 4,159
Change+997 (+24%)
Value$264.2K (+$55.6K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares5,137 from 5,137
Change0 (0%)
Value$263.0K (+$5.4K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
UNCHANGED
Shares5,094 from 5,094
Change0 (0%)
Value$260.8K (+$5.3K)
Filed 2026-10-16
United Advisor Group, LLC
DECREASED
Shares4,876 from 5,026
Change-150 (-3%)
Value$249.6K (-$2.4K)
Filed 2026-11-03
Grantvest Financial Group LLC
NEW
Shares4,745
Change+4,745
Value$242.9K
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares4,234 from 6,608
Change-2,374 (-36%)
Value$216.8K (-$114.6K)
Filed 2026-10-28
Five Pine Wealth Management
DECREASED
Shares4,051 from 5,507
Change-1,456 (-26%)
Value$207.4K (-$68.8K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$76.8K (+$1.6K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares1,146 from 561
Change+585 (+104%)
Value$58.7K (+$30.5K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$58.6K (+$1.2K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares974 from 1,085
Change-111 (-10%)
Value$49.9K (-$4.5K)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$38.5K (+$786)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$32.3K (+$659)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$10.4K (+$213)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$8.5K (+$174)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$4.7K (+$1)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.1K (+$63)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 4,786
Change-4,786 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-21
Ogorek Anthony Joseph
N/A
Shares— from 589,876
Change-589,876 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 273,960
Change-273,960 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 237,543
Change-237,543 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 203,612
Change-203,612 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 134,564
Change-134,564 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 101,806
Change-101,806 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 89,771
Change-89,771 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 84,669
Change-84,669 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 53,580
Change-53,580 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 52,997
Change-52,997 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 37,261
Change-37,261 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,996
Change-36,996 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,620
Change-27,620 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,706
Change-24,706 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,397
Change-23,397 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,952
Change-22,952 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 20,373
Change-20,373 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,552
Change-17,552 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,304
Change-17,304 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,581
Change-16,581 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 16,143
Change-16,143 (-100%)
Value—
&partners
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,341
Change-12,341 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 10,753
Change-10,753 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,473
Change-9,473 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 750
Change-750 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 265
Change-265 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED191,13834,770+156,368+450%$1.7M$9.8M+$8.0M2026-11-02
Decker Wealth Management LLC
INCREASED171,604163,972+7,632+5%$8.2M$8.8M+$562.0K2026-10-09
Truist Financial Corp
INCREASED134,108133,976+132+0%$6.7M$6.9M+$146.8K2026-10-30
Ignite Planners, LLC
DECREASED124,874141,107-16,233-11%$7.1M$6.4M-$683.5K2026-10-14
Kestra Advisory Services, LLC
INCREASED104,25682,023+22,233+27%$4.1M$5.3M+$1.2M2026-11-02
Reap Financial Group, LLC
INCREASED101,28496,489+4,795+5%$4.8M$5.2M+$346.3K2026-11-02
Oppenheimer & Co Inc
NEW97,607—+97,607——$5.0M—2026-10-26
Winnacle Wealth LLC
DECREASED92,281104,449-12,168-12%$5.2M$4.7M-$513.7K2026-10-15
Founders Financial Securities LLC
INCREASED86,30477,473+8,831+11%$3.9M$4.4M+$533.0K2026-10-28
Foguth Wealth Management, Llc.
DECREASED82,49486,157-3,663-4%$4.3M$4.2M-$103.3K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED79,79869,858+9,940+14%$3.5M$4.1M+$582.0K2026-11-02
LifeWealth Investments, LLC
DECREASED68,57673,130-4,554-6%$3.7M$3.5M-$156.7K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
INCREASED58,80358,637+166+0%$2.9M$3.0M+$69.8K2026-10-15
Smart Wealth LLC
INCREASED53,23736,052+17,185+48%$1.8M$2.7M+$917.4K2026-11-04
Commonwealth Financial Services, LLC
DECREASED46,717144,633-97,916-68%$7.3M$2.4M-$4.9M2026-10-20
Sagespring Wealth Partners, LLC
INCREASED31,56419,541+12,023+62%$979.9K$1.6M+$635.9K2026-10-22
Spire Wealth Management
UNCHANGED29,04029,04000%$1.5M$1.5M+$30.3K2026-10-30
Mission Financial Group, LLC
INCREASED26,73525,680+1,055+4%$1.3M$1.4M+$80.8K2026-10-21
Hartford Financial Management Inc.
UNCHANGED23,33223,33200%$1.2M$1.2M+$24.4K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED22,57622,57600%$1.1M$1.2M+$23.6K2026-10-14
StoneX Group Inc.
INCREASED19,43114,887+4,544+31%$746.2K$994.7K+$248.5K2026-11-03
Capital Asset Advisory Services LLC
INCREASED18,8785,998+12,880+215%$300.8K$967.8K+$667.0K2026-10-30
Gaddis Premier Wealth Advisors LLC
INCREASED17,99417,684+310+2%$886.8K$921.1K+$34.3K2026-10-29
Spectrum Asset Management, Inc. (NB )
INCREASED17,7555,845+11,910+204%$293.1K$908.9K+$615.8K2026-10-19
IFP Advisors, Inc
DECREASED16,85617,116-260-2%$858.3K$862.9K+$4.6K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED16,14716,14700%$809.7K$826.6K+$16.9K2026-10-27
Claro Advisors Inc.
DECREASED15,48917,207-1,718-10%$862.8K$792.9K-$70.0K2026-11-02
Ferguson Shapiro LLC
DECREASED14,30420,741-6,437-31%$1.0M$732.2K-$307.8K2026-10-16
Santori & Peters, Inc.
NEW13,939—+13,939——$713.5K—2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED13,39810,039+3,359+33%$505.1K$691.4K+$186.3K2026-10-13
RFG Advisory, LLC
INCREASED12,27712,243+34+0%$613.9K$628.5K+$14.5K2026-11-03
Buck Wealth Strategies, LLC
DECREASED11,38511,515-130-1%$577.4K$582.8K+$5.4K2026-10-28
Madrona Financial Services, LLC
NEW11,082—+11,082——$567.3K—2026-10-23
Evolution Wealth Management Inc.
UNCHANGED10,37710,37700%$520.4K$531.2K+$10.8K2026-10-28
Farther Finance Advisors, LLC
DECREASED9,70610,439-733-7%$523.4K$496.8K-$26.6K2026-10-08
Uptick Partners, LLC
UNCHANGED9,0199,01900%$452.3K$461.7K+$9.4K2026-11-04
Bison Wealth, LLC
UNCHANGED7,8007,80000%$391.8K$404.0K+$12.2K2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED7,4037,40300%$371.2K$379.0K+$7.7K2026-10-30
First Heartland Consultants, Inc.
INCREASED7,0686,953+115+2%$348.7K$361.8K+$13.2K2026-10-08
Park Avenue Securities LLC
INCREASED6,6736,629+44+1%$332.0K$342.0K+$10.0K2026-10-26
Balentine LLC
UNCHANGED6,5506,55000%$328.5K$335.3K+$6.8K2026-11-03
JIM Saulnier & Associates, LLC
UNCHANGED6,1316,13100%$307.4K$313.8K+$6.4K2026-11-04
Cottage Street Advisors LLC
INCREASED6,0695,139+930+18%$257.7K$310.7K+$53.0K2026-10-19
MTM Investment Management, LLC
UNCHANGED6,0006,00000%$300.9K$307.1K+$6.3K2026-10-30
Lanark Financial, Inc.
DECREASED5,6565,905-249-4%$296.1K$289.5K-$6.6K2026-10-26
Sound Income Strategies, LLC
UNCHANGED5,6415,64100%$282.9K$291.1K+$8.2K2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED5,5765,157+419+8%$258.6K$285.4K+$26.8K2026-10-20
Keystone Wealth Services, LLC
INCREASED5,1564,159+997+24%$208.6K$264.2K+$55.6K2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED5,1375,13700%$257.6K$263.0K+$5.4K2026-10-21
AlphaStar Capital Management, LLC
UNCHANGED5,0945,09400%$255.4K$260.8K+$5.3K2026-10-16
United Advisor Group, LLC
DECREASED4,8765,026-150-3%$252.0K$249.6K-$2.4K2026-11-03
Grantvest Financial Group LLC
NEW4,745—+4,745——$242.9K—2026-10-21
Clear Creek Financial Management, LLC
DECREASED4,2346,608-2,374-36%$331.4K$216.8K-$114.6K2026-10-28
Five Pine Wealth Management
DECREASED4,0515,507-1,456-26%$276.1K$207.4K-$68.8K2026-10-20
Triumph Capital Management
UNCHANGED1,5001,50000%$75.2K$76.8K+$1.6K2026-10-14
Creative Financial Designs Inc
INCREASED1,146561+585+104%$28.1K$58.7K+$30.5K2026-11-04
Signaturefd, LLC
UNCHANGED1,1451,14500%$57.4K$58.6K+$1.2K2026-10-23
CoreCap Advisors, LLC
DECREASED9741,085-111-10%$54.4K$49.9K-$4.5K2026-10-08
Larson Financial Group LLC
UNCHANGED75275200%$37.7K$38.5K+$7862026-11-05
Nfsg Corp
UNCHANGED63063000%$31.6K$32.3K+$6592026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED20320300%$10.2K$10.4K+$2132026-11-04
Assetmark, Inc
UNCHANGED16616600%$8.3K$8.5K+$1742026-10-21
Compass Financial Management LLC
UNCHANGED919100%$4.7K$4.7K+$12026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED606000%$3.0K$3.1K+$632026-10-23
Axxcess Wealth Management, LLC
CLOSED04,786-4,786-100%$240.0K$0-$240.0K2026-10-21
Ogorek Anthony Joseph
N/A—589,876-589,876-100%$29.6M———
Envestnet Asset Management Inc
N/A—273,960-273,960-100%$13.7M———
Raymond James Financial Inc
N/A—237,543-237,543-100%$11.9M———
Bluespring Wealth Management, LLC
N/A—203,612-203,612-100%$10.2M———
Osaic Holdings, Inc.
N/A—134,564-134,564-100%$6.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—101,806-101,806-100%$5.1M———
LPL Financial LLC
N/A—89,771-89,771-100%$4.5M———
Cetera Investment Advisers
N/A—84,669-84,669-100%$4.2M———
Wood Tarver Financial Group, LLC
N/A—53,580-53,580-100%$2.7M———
Nova Wealth Management, Inc.
N/A—52,997-52,997-100%$2.7M———
Ameritas Advisory Services, LLC
N/A—37,261-37,261-100%$1.9M———
Harbour Investments, Inc.
N/A—36,996-36,996-100%$1.9M———
Kovack Advisors, Inc.
N/A—27,620-27,620-100%$1.4M———
Susquehanna International Group, LLP
N/A—24,706-24,706-100%$1.2M———
MML Investors Services, LLC
N/A—23,397-23,397-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—22,952-22,952-100%$1.2M———
Falcon Wealth Planning
N/A—20,373-20,373-100%$1.0M———
HighTower Advisors, LLC
N/A—17,552-17,552-100%$880.1K———
JPMorgan Chase & Co
N/A—17,304-17,304-100%$866.5K———
CreativeOne Wealth, LLC
N/A—16,581-16,581-100%$831.5K———
Integrity Financial Corp
N/A—16,143-16,143-100%$809.5K———
&partners
N/A—15,351-15,351-100%$769.8K———
Tanglewood Legacy Advisors, LLC
N/A—13,048-13,048-100%$654.3K———
NewEdge Advisors, LLC
N/A—12,341-12,341-100%$618.8K———
Mutual Advisors, LLC
N/A—11,750-11,750-100%$589.2K———
Janney Montgomery Scott LLC
N/A—11,357-11,357-100%$569.0K———
Smart Money Group LLC
N/A—10,753-10,753-100%$539.2K———
Arkadios Wealth Advisors
N/A—10,300-10,300-100%$516.5K———
Integrated Wealth Concepts LLC
N/A—9,473-9,473-100%$475.0K———
Mariner, LLC
N/A—8,923-8,923-100%$447.4K———
Stephens Inc
N/A—8,585-8,585-100%$430.5K———
Prosperity Consulting Group, LLC
N/A—7,595-7,595-100%$380.9K———
HRT Financial LP
N/A—7,200-7,200-100%$361.0K———
Centaurus Financial, Inc.
N/A—6,891-6,891-100%$346.0K———
Money Concepts Capital Corp
N/A—6,736-6,736-100%$337.8K———
Waverly Advisors, LLC
N/A—6,234-6,234-100%$312.6K———
Essex Financial Services, Inc.
N/A—5,885-5,885-100%$295.1K———
Inspire Advisors, LLC
N/A—5,700-5,700-100%$285.8K———
Per Stirling Capital Management, Llc.
N/A—5,340-5,340-100%$267.8K———
AE Wealth Management LLC
N/A—4,791-4,791-100%$240.2K———
EP Wealth Advisors, LLC
N/A—4,594-4,594-100%$230.4K———
Advyzon Investment Management, LLC
N/A—4,553-4,553-100%$228.3K———
Sequent Planning LLC
N/A—4,508-4,508-100%$226.1K———
Barclays PLC
N/A—4,009-4,009-100%$201.0K———
Global Retirement Partners, LLC
N/A—3,858-3,858-100%$193.5K———
Geneos Wealth Management Inc.
N/A—2,200-2,200-100%$110.3K———
Oakmont Advisory Group, LLC
N/A—1,762-1,762-100%$88.3K———
Allworth Financial LP
N/A—1,658-1,658-100%$83.1K———
Ameritas Investment Partners, Inc.
N/A—1,123-1,123-100%$56.3K———
Fiduciary Financial Advisors
N/A—750-750-100%$37.6K———
Glen Eagle Advisors, LLC
N/A—700-700-100%$35.1K———
O'shaughnessy Asset Management, LLC
N/A—638-638-100%$32.0K———
Topsail Wealth Management, LLC
N/A—500-500-100%$25.1K———
Morgan Stanley
N/A—265-265-100%$13.3K———
SOA Wealth Advisors, Llc.
N/A—198-198-100%$9.9K———
Smartleaf Asset Management LLC
N/A—133-133-100%$6.7K———
HHM Wealth Advisors, LLC
N/A—46-46-100%$2.3K———
Showing 122 of 122 institutions