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FT Vest US Equity Buff ETF (FJUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares294,601 from 272,104
Change+22,497 (+8%)
Value$18.0M (+$1.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares259,611 from 297,435
Change-37,824 (-13%)
Value$15.9M (-$1.9M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares231,983 from 250,168
Change-18,185 (-7%)
Value$14.2M (-$803.4K)
Filed 2026-10-15
Keystone Wealth Services, LLC
DECREASED
Shares173,425 from 176,510
Change-3,085 (-2%)
Value$10.6M (+$37.0K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED
Shares147,311 from 150,577
Change-3,266 (-2%)
Value$9.0M (-$13.7K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares124,518 from 132,079
Change-7,561 (-6%)
Value$7.6M (-$299.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares91,578 from 92,306
Change-728 (-1%)
Value$5.6M (+$69.0K)
Filed 2026-11-02
BAM Wealth Management, LLC
DECREASED
Shares83,991 from 92,263
Change-8,272 (-9%)
Value$5.1M (-$392.1K)
Filed 2026-10-15
Reap Financial Group, LLC
INCREASED
Shares77,007 from 66,920
Change+10,087 (+15%)
Value$4.7M (+$699.9K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares73,823 from 31,865
Change+41,958 (+132%)
Value$4.5M (+$2.6M)
Filed 2026-10-23
Avantra Family Wealth, Inc.
INCREASED
Shares71,038 from 68,796
Change+2,242 (+3%)
Value$4.3M (+$222.2K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
DECREASED
Shares64,167 from 65,191
Change-1,024 (-2%)
Value$3.9M (+$17.9K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
DECREASED
Shares62,534 from 64,841
Change-2,307 (-4%)
Value$3.8M (-$48.4K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares61,942 from 12,315
Change+49,627 (+403%)
Value$3.8M (+$3.1M)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares58,691 from 58,699
Change-8 (0%)
Value$3.6M (+$122.2K)
Filed 2026-10-13
FWG Investments, Llc.
DECREASED
Shares47,714 from 49,426
Change-1,712 (-3%)
Value$2.9M (-$43.6K)
Filed 2026-11-03
Financial Guidance Group, Inc.
DECREASED
Shares43,488 from 67,603
Change-24,115 (-36%)
Value$2.7M (-$1.4M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares37,235 from 32,747
Change+4,488 (+14%)
Value$2.3M (+$315.0K)
Filed 2026-10-16
Quartz Partners, LLC
DECREASED
Shares36,320 from 42,824
Change-6,504 (-15%)
Value$2.2M (-$345.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares34,949 from 35,631
Change-682 (-2%)
Value$2.1M (+$3.0K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares33,711 from 33,711
Change0 (0%)
Value$2.1M (+$41.7K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares33,177 from 25,892
Change+7,285 (+28%)
Value$2.0M (+$477.7K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares31,351 from 21,406
Change+9,945 (+46%)
Value$1.9M (+$635.0K)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares31,092 from 27,300
Change+3,792 (+14%)
Value$1.9M (+$265.8K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares30,789 from 30,448
Change+341 (+1%)
Value$1.9M (+$58.5K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares26,915 from 27,103
Change-188 (-1%)
Value$1.6M (+$22.0K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares24,217 from 23,286
Change+931 (+4%)
Value$1.5M (+$85.8K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares23,398 from 14,890
Change+8,508 (+57%)
Value$1.4M (+$539.0K)
Filed 2026-10-23
Csenge Advisory Group
INCREASED
Shares22,685 from 12,021
Change+10,664 (+89%)
Value$1.4M (+$667.4K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares21,326 from 25,791
Change-4,465 (-17%)
Value$1.3M (-$241.3K)
Filed 2026-10-30
Apollon Wealth Management, LLC
DECREASED
Shares19,250 from 19,665
Change-415 (-2%)
Value$1.2M (-$1.1K)
Filed 2026-10-23
Integrity Alliance, Llc.
UNCHANGED
Shares18,766 from 18,766
Change0 (0%)
Value$1.1M (+$23.2K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares16,794 from 17,467
Change-673 (-4%)
Value$1.0M (-$19.6K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares16,046 from 15,162
Change+884 (+6%)
Value$981.8K (+$72.8K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares15,502 from 15,502
Change0 (0%)
Value$948.5K (+$19.2K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares15,212 from 15,797
Change-585 (-4%)
Value$930.8K (-$16.3K)
Filed 2026-10-23
TFB Advisors LLC
INCREASED
Shares13,726 from 11,399
Change+2,327 (+20%)
Value$839.8K (+$156.5K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares13,372 from 13,136
Change+236 (+2%)
Value$818.2K (+$30.7K)
Filed 2026-10-08
Grantvest Financial Group LLC
DECREASED
Shares12,247 from 12,553
Change-306 (-2%)
Value$749.3K (-$3.2K)
Filed 2026-10-21
Swmg, LLC
UNCHANGED
Shares12,178 from 12,178
Change0 (0%)
Value$745.5K (+$11.4K)
Filed 2026-10-23
ERn Financial, LLC
INCREASED
Shares9,175 from 8,211
Change+964 (+12%)
Value$561.4K (+$69.1K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares8,567 from 9,408
Change-841 (-9%)
Value$524.2K (-$39.8K)
Filed 2026-11-05
Legacy Solutions, LLC
INCREASED
Shares7,984 from 7,845
Change+139 (+2%)
Value$488.5K (+$18.2K)
Filed 2026-10-07
Park Avenue Securities LLC
DECREASED
Shares7,780 from 8,027
Change-247 (-3%)
Value$476.0K (-$5.0K)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares7,636 from 7,396
Change+240 (+3%)
Value$444.6K (+$1.2K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares6,866 from 6,740
Change+126 (+2%)
Value$420.1K (+$16.0K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares6,755 from 6,755
Change0 (0%)
Value$413.3K (+$8.4K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares6,476 from 5,057
Change+1,419 (+28%)
Value$396.2K (+$93.1K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares6,465 from 6,478
Change-13 (0%)
Value$395.6K (+$7.2K)
Filed 2026-10-13
Maltin Wealth Management, Inc.
UNCHANGED
Shares6,229 from 6,229
Change0 (0%)
Value$381.1K (+$7.7K)
Filed 2026-10-13
AdviceOne Advisory Services, LLC
UNCHANGED
Shares6,174 from 6,174
Change0 (0%)
Value$377.8K (+$7.6K)
Filed 2026-10-19
Echo Wealth Management, LLC
INCREASED
Shares5,844 from 5,673
Change+171 (+3%)
Value$357.6K (+$17.5K)
Filed 2026-10-15
Central Valley Advisors, LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$319.0K (+$6.4K)
Filed 2026-10-27
Chris Bulman Inc
DECREASED
Shares4,615 from 4,627
Change-12 (0%)
Value$282.4K (+$5.0K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED
Shares4,497 from 4,497
Change0 (0%)
Value$275.2K (+$5.6K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares4,470 from 4,990
Change-520 (-10%)
Value$277.1K (-$23.0K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares4,386 from 6,607
Change-2,221 (-34%)
Value$268.4K (-$126.8K)
Filed 2026-11-03
Key Capital Management, Inc
NEW
Shares4,360
Change+4,360
Value$268.9K
Filed 2026-11-03
Guilbault Capital LLC
INCREASED
Shares4,124 from 3,936
Change+188 (+5%)
Value$252.3K (+$16.4K)
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares3,932 from 4,184
Change-252 (-6%)
Value$240.6K (-$10.2K)
Filed 2026-11-03
Allen Capital Group, LLC
UNCHANGED
Shares3,763 from 3,763
Change0 (0%)
Value$230.2K (+$4.7K)
Filed 2026-10-27
Sloy Dahl & Holst, LLC
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$222.1K (+$4.5K)
Filed 2026-10-14
Quantum Private Wealth, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$220.3K (+$4.5K)
Filed 2026-10-20
Mission Financial Group, LLC
UNCHANGED
Shares3,452 from 3,452
Change0 (0%)
Value$211.2K (+$4.3K)
Filed 2026-10-21
TopTier Wealth Management, LLC
UNCHANGED
Shares3,348 from 3,348
Change0 (0%)
Value$204.9K (+$4.1K)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$204.5K (+$4.1K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$97.9K (+$2.0K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares1,447 from 1,586
Change-139 (-9%)
Value$88.5K (-$6.5K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$74.7K (+$1.5K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$40.3K (+$815)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares353 from 380
Change-27 (-7%)
Value$21.6K (-$1.2K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares343 from 252
Change+91 (+36%)
Value$21.0K (+$5.9K)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.2K (+$247)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares158
Change+158
Value$9.7K
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares150 from 110
Change+40 (+36%)
Value$9.2K (+$2.6K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares115 from 128
Change-13 (-10%)
Value$7.0K (-$638)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 9,970
Change-9,970 (-100%)
Value$0 (-$597.7K)
Filed 2026-10-14
HBW Advisory Services LLC
CLOSED
Shares0 from 6,024
Change-6,024 (-100%)
Value$0 (-$361.1K)
Filed 2026-10-15
VestGen Advisors, LLC
CLOSED
Shares0 from 5,122
Change-5,122 (-100%)
Value$0 (-$307.1K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,175
Change-1,175 (-100%)
Value$0 (-$70.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$41.4K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 560,836
Change-560,836 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 390,534
Change-390,534 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 243,513
Change-243,513 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 202,177
Change-202,177 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 160,253
Change-160,253 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 120,643
Change-120,643 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 118,687
Change-118,687 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 93,057
Change-93,057 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 71,442
Change-71,442 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 68,550
Change-68,550 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 53,661
Change-53,661 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 49,202
Change-49,202 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,126
Change-43,126 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,839
Change-42,839 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 42,668
Change-42,668 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 38,473
Change-38,473 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 37,590
Change-37,590 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 37,548
Change-37,548 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 35,163
Change-35,163 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 33,334
Change-33,334 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,728
Change-32,728 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 32,053
Change-32,053 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 28,708
Change-28,708 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 28,184
Change-28,184 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 28,170
Change-28,170 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 27,300
Change-27,300 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,551
Change-18,551 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,069
Change-18,069 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,893
Change-15,893 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,297
Change-13,297 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 13,238
Change-13,238 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,938
Change-12,938 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,660
Change-12,660 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 12,476
Change-12,476 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,448
Change-11,448 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,309
Change-9,309 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 8,738
Change-8,738 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,577
Change-7,577 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,592
Change-5,592 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 599
Change-599 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 488
Change-488 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 81
Change-81 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Assetmark, Inc
INCREASED294,601272,104+22,497+8%$16.3M$18.0M+$1.7M2026-10-21
Commonwealth Equity Services, LLC
DECREASED259,611297,435-37,824-13%$17.8M$15.9M-$1.9M2026-11-02
Atria Investments, Inc
DECREASED231,983250,168-18,185-7%$15.0M$14.2M-$803.4K2026-10-15
Keystone Wealth Services, LLC
DECREASED173,425176,510-3,085-2%$10.6M$10.6M+$37.0K2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED147,311150,577-3,266-2%$9.0M$9.0M-$13.7K2026-10-21
Kestra Advisory Services, LLC
DECREASED124,518132,079-7,561-6%$7.9M$7.6M-$299.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED91,57892,306-728-1%$5.5M$5.6M+$69.0K2026-11-02
BAM Wealth Management, LLC
DECREASED83,99192,263-8,272-9%$5.5M$5.1M-$392.1K2026-10-15
Reap Financial Group, LLC
INCREASED77,00766,920+10,087+15%$4.0M$4.7M+$699.9K2026-11-02
Sowell Financial Services LLC
INCREASED73,82331,865+41,958+132%$1.9M$4.5M+$2.6M2026-10-23
Avantra Family Wealth, Inc.
INCREASED71,03868,796+2,242+3%$4.1M$4.3M+$222.2K2026-10-20
Valtinson Bruner Financial Planning LLC
DECREASED64,16765,191-1,024-2%$3.9M$3.9M+$17.9K2026-11-02
Foguth Wealth Management, Llc.
DECREASED62,53464,841-2,307-4%$3.9M$3.8M-$48.4K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED61,94212,315+49,627+403%$743.6K$3.8M+$3.1M2026-10-13
Fragasso Financial Advisors Inc
DECREASED58,69158,699-80%$3.5M$3.6M+$122.2K2026-10-13
FWG Investments, Llc.
DECREASED47,71449,426-1,712-3%$3.0M$2.9M-$43.6K2026-11-03
Financial Guidance Group, Inc.
DECREASED43,48867,603-24,115-36%$4.1M$2.7M-$1.4M2026-10-21
Concurrent Investment Advisors, LLC
INCREASED37,23532,747+4,488+14%$2.0M$2.3M+$315.0K2026-10-16
Quartz Partners, LLC
DECREASED36,32042,824-6,504-15%$2.6M$2.2M-$345.0K2026-11-03
Farther Finance Advisors, LLC
DECREASED34,94935,631-682-2%$2.1M$2.1M+$3.0K2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED33,71133,71100%$2.0M$2.1M+$41.7K2026-10-29
Strategic Blueprint, LLC
INCREASED33,17725,892+7,285+28%$1.6M$2.0M+$477.7K2026-10-22
Truist Financial Corp
INCREASED31,35121,406+9,945+46%$1.3M$1.9M+$635.0K2026-10-30
Founders Financial Securities LLC
INCREASED31,09227,300+3,792+14%$1.6M$1.9M+$265.8K2026-10-28
MGO One Seven LLC
INCREASED30,78930,448+341+1%$1.8M$1.9M+$58.5K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED26,91527,103-188-1%$1.6M$1.6M+$22.0K2026-10-16
Signal Advisors Wealth, LLC
INCREASED24,21723,286+931+4%$1.4M$1.5M+$85.8K2026-10-13
Citizens Financial Group Inc
INCREASED23,39814,890+8,508+57%$892.7K$1.4M+$539.0K2026-10-23
Csenge Advisory Group
INCREASED22,68512,021+10,664+89%$720.7K$1.4M+$667.4K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED21,32625,791-4,465-17%$1.5M$1.3M-$241.3K2026-10-30
Apollon Wealth Management, LLC
DECREASED19,25019,665-415-2%$1.2M$1.2M-$1.1K2026-10-23
Integrity Alliance, Llc.
UNCHANGED18,76618,76600%$1.1M$1.1M+$23.2K2026-10-29
Brookstone Capital Management
DECREASED16,79417,467-673-4%$1.0M$1.0M-$19.6K2026-10-22
RFG Advisory, LLC
INCREASED16,04615,162+884+6%$909.0K$981.8K+$72.8K2026-11-03
Signature Estate & Investment Advisors LLC
UNCHANGED15,50215,50200%$929.3K$948.5K+$19.2K2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED15,21215,797-585-4%$947.0K$930.8K-$16.3K2026-10-23
TFB Advisors LLC
INCREASED13,72611,399+2,327+20%$683.4K$839.8K+$156.5K2026-11-02
CoreCap Advisors, LLC
INCREASED13,37213,136+236+2%$787.5K$818.2K+$30.7K2026-10-08
Grantvest Financial Group LLC
DECREASED12,24712,553-306-2%$752.6K$749.3K-$3.2K2026-10-21
Swmg, LLC
UNCHANGED12,17812,17800%$734.1K$745.5K+$11.4K2026-10-23
ERn Financial, LLC
INCREASED9,1758,211+964+12%$492.2K$561.4K+$69.1K2026-10-28
Archer Investment Corp
DECREASED8,5679,408-841-9%$564.0K$524.2K-$39.8K2026-11-05
Legacy Solutions, LLC
INCREASED7,9847,845+139+2%$470.3K$488.5K+$18.2K2026-10-07
Park Avenue Securities LLC
DECREASED7,7808,027-247-3%$481.0K$476.0K-$5.0K2026-10-26
Sigma Planning Corp
INCREASED7,6367,396+240+3%$443.4K$444.6K+$1.2K2026-10-23
Uptick Partners, LLC
INCREASED6,8666,740+126+2%$404.1K$420.1K+$16.0K2026-11-04
IFP Advisors, Inc
UNCHANGED6,7556,75500%$405.0K$413.3K+$8.4K2026-10-16
Independent Financial Group, LLC
INCREASED6,4765,057+1,419+28%$303.2K$396.2K+$93.1K2026-10-13
Avior Wealth Management, LLC
DECREASED6,4656,478-130%$388.4K$395.6K+$7.2K2026-10-13
Maltin Wealth Management, Inc.
UNCHANGED6,2296,22900%$373.4K$381.1K+$7.7K2026-10-13
AdviceOne Advisory Services, LLC
UNCHANGED6,1746,17400%$370.1K$377.8K+$7.6K2026-10-19
Echo Wealth Management, LLC
INCREASED5,8445,673+171+3%$340.1K$357.6K+$17.5K2026-10-15
Central Valley Advisors, LLC
UNCHANGED5,2135,21300%$312.5K$319.0K+$6.4K2026-10-27
Chris Bulman Inc
DECREASED4,6154,627-120%$277.4K$282.4K+$5.0K2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED4,4974,49700%$269.6K$275.2K+$5.6K2026-10-28
Bison Wealth, LLC
DECREASED4,4704,990-520-10%$300.1K$277.1K-$23.0K2026-10-13
StoneX Group Inc.
DECREASED4,3866,607-2,221-34%$395.1K$268.4K-$126.8K2026-11-03
Key Capital Management, Inc
NEW4,360—+4,360——$268.9K—2026-11-03
Guilbault Capital LLC
INCREASED4,1243,936+188+5%$236.0K$252.3K+$16.4K2026-10-28
United Advisor Group, LLC
DECREASED3,9324,184-252-6%$250.8K$240.6K-$10.2K2026-11-03
Allen Capital Group, LLC
UNCHANGED3,7633,76300%$225.6K$230.2K+$4.7K2026-10-27
Sloy Dahl & Holst, LLC
UNCHANGED3,6303,63000%$217.6K$222.1K+$4.5K2026-10-14
Quantum Private Wealth, LLC
UNCHANGED3,6003,60000%$215.8K$220.3K+$4.5K2026-10-20
Mission Financial Group, LLC
UNCHANGED3,4523,45200%$206.9K$211.2K+$4.3K2026-10-21
TopTier Wealth Management, LLC
UNCHANGED3,3483,34800%$200.7K$204.9K+$4.1K2026-10-16
Compass Financial Management LLC
UNCHANGED3,3423,34200%$200.4K$204.5K+$4.1K2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED1,6001,60000%$95.9K$97.9K+$2.0K2026-11-02
Lanark Financial, Inc.
DECREASED1,4471,586-139-9%$95.1K$88.5K-$6.5K2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,2211,22100%$73.2K$74.7K+$1.5K2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED65965900%$39.5K$40.3K+$8152026-10-28
Fifth Third Bancorp
DECREASED353380-27-7%$22.8K$21.6K-$1.2K2026-11-05
Cape Investment Advisory, Inc.
INCREASED343252+91+36%$15.1K$21.0K+$5.9K2026-10-13
Triumph Capital Management
UNCHANGED20020000%$12.0K$12.2K+$2472026-10-14
Root Financial Partners, LLC
NEW158—+158——$9.7K—2026-10-21
Capital Investment Advisory Services, LLC
INCREASED150110+40+36%$6.6K$9.2K+$2.6K2026-10-30
Creative Financial Designs Inc
DECREASED115128-13-10%$7.7K$7.0K-$6382026-11-04
World Equity Group, Inc.
CLOSED09,970-9,970-100%$597.7K$0-$597.7K2026-10-14
HBW Advisory Services LLC
CLOSED06,024-6,024-100%$361.1K$0-$361.1K2026-10-15
VestGen Advisors, LLC
CLOSED05,122-5,122-100%$307.1K$0-$307.1K2026-10-27
International Assets Investment Management, LLC
CLOSED01,175-1,175-100%$70.4K$0-$70.4K2026-11-02
AdvisorNet Financial, Inc
CLOSED0690-690-100%$41.4K$0-$41.4K2026-10-15
Envestnet Asset Management Inc
N/A—560,836-560,836-100%$33.6M———
Cetera Investment Advisers
N/A—390,534-390,534-100%$23.4M———
LPL Financial LLC
N/A—243,513-243,513-100%$14.6M———
Raymond James Financial Inc
N/A—202,177-202,177-100%$12.1M———
Osaic Holdings, Inc.
N/A—160,253-160,253-100%$9.6M———
Rockefeller Capital Management L.P.
N/A—120,643-120,643-100%$7.2M———
Mariner, LLC
N/A—118,687-118,687-100%$7.1M———
MML Investors Services, LLC
N/A—93,057-93,057-100%$5.6M———
CreativeOne Wealth, LLC
N/A—71,442-71,442-100%$4.3M———
Aptus Capital Advisors, LLC
N/A—68,550-68,550-100%$4.1M———
Harbour Investments, Inc.
N/A—53,661-53,661-100%$3.2M———
Arax Advisory Partners
N/A—49,202-49,202-100%$2.9M———
Steward Partners Investment Advisory, LLC
N/A—43,126-43,126-100%$2.6M———
Captrust Financial Advisors
N/A—42,839-42,839-100%$2.6M———
LM Advisors LLC
N/A—42,668-42,668-100%$2.6M———
Old Mission Capital LLC
N/A—38,473-38,473-100%$2.3M———
Tanglewood Legacy Advisors, LLC
N/A—37,590-37,590-100%$2.3M———
Foundations Investment Advisors, LLC
N/A—37,548-37,548-100%$2.3M———
Northeast Planning Associates, Inc. / NH /
N/A—35,163-35,163-100%$2.0M———
Janney Montgomery Scott LLC
N/A—33,334-33,334-100%$2.0M———
Arkadios Wealth Advisors
N/A—32,728-32,728-100%$2.0M———
Kintra Wealth, LLC
N/A—32,053-32,053-100%$2.0M———
Integrity Financial Corp
N/A—28,708-28,708-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—28,184-28,184-100%$1.7M———
Faithward Advisors, LLC
N/A—28,170-28,170-100%$1.7M———
Horizon Investments, LLC
N/A—27,300-27,300-100%$1.6M———
Prosperity Consulting Group, LLC
N/A—20,601-20,601-100%$1.2M———
Principal Securities, Inc.
N/A—18,551-18,551-100%$1.1M———
NewEdge Advisors, LLC
N/A—18,069-18,069-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—17,251-17,251-100%$1.0M———
Royal Bank of Canada
N/A—15,893-15,893-100%$953.0K———
Mutual Advisors, LLC
N/A—15,050-15,050-100%$902.2K———
Modern Wealth Management, LLC
N/A—15,005-15,005-100%$899.6K———
Stephens Inc
N/A—14,520-14,520-100%$870.5K———
Susquehanna International Group, LLP
N/A—13,297-13,297-100%$797.2K———
PNC Financial Services Group, Inc.
N/A—13,238-13,238-100%$793.6K———
Kovack Advisors, Inc.
N/A—12,938-12,938-100%$775.6K———
SOA Wealth Advisors, Llc.
N/A—12,660-12,660-100%$759.0K———
Wealthgarden F.S. LLC
N/A—12,476-12,476-100%$747.9K———
HighTower Advisors, LLC
N/A—11,448-11,448-100%$686.3K———
AQR Capital Management LLC
N/A—11,446-11,446-100%$686.2K———
FSB Premier Wealth Management, Inc.
N/A—11,434-11,434-100%$685.5K———
Camelot Portfolios, LLC
N/A—11,212-11,212-100%$672.2K———
Plotkin Financial Advisors, LLC
N/A—10,509-10,509-100%$630.0K———
Keating Financial Advisory Services, Inc.
N/A—9,309-9,309-100%$558.1K———
Ausdal Financial Partners, Inc.
N/A—9,168-9,168-100%$549.6K———
Beck Capital Management, LLC
N/A—8,738-8,738-100%$523.8K———
OneDigital Investment Advisors LLC
N/A—7,952-7,952-100%$476.7K———
Fiduciary Financial Advisors
N/A—7,577-7,577-100%$454.0K———
Transcend Capital Advisors, LLC
N/A—6,840-6,840-100%$410.1K———
World Investment Advisors
N/A—6,237-6,237-100%$373.8K———
Leigh Baldwin & Co., LLC
N/A—6,068-6,068-100%$363.7K———
Money Concepts Capital Corp
N/A—5,982-5,982-100%$358.6K———
Main Street Financial Solutions, LLC
N/A—5,785-5,785-100%$346.8K———
Glen Eagle Advisors, LLC
N/A—5,605-5,605-100%$336.0K———
Envestnet Portfolio Solutions, Inc.
N/A—5,592-5,592-100%$335.2K———
BFC Planning, Inc.
N/A—5,545-5,545-100%$332.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,545-5,545-100%$332.4K———
AE Wealth Management LLC
N/A—5,167-5,167-100%$309.8K———
Sanctuary Advisors, LLC
N/A—5,005-5,005-100%$300.1K———
Harvest Investment Services, LLC
N/A—4,936-4,936-100%$295.9K———
Gateway Wealth Partners, LLC
N/A—4,672-4,672-100%$280.1K———
Capital Analysts, LLC
N/A—4,302-4,302-100%$258.0K———
AssuredPartners Investment Advisors, LLC
N/A—4,245-4,245-100%$254.5K———
VestGen Investment Management
N/A—4,037-4,037-100%$242.0K———
Centaurus Financial, Inc.
N/A—3,995-3,995-100%$240.0K———
Savvy Advisors, Inc.
N/A—3,947-3,947-100%$236.6K———
Icon Wealth Advisors, LLC
N/A—3,923-3,923-100%$235.2K———
Jaffetilchin Investment Partners, LLC
N/A—3,600-3,600-100%$215.8K———
Barclays PLC
N/A—3,341-3,341-100%$200.3K———
Clearstead Advisors, LLC
N/A—1,958-1,958-100%$117.4K———
Ameritas Investment Partners, Inc.
N/A—700-700-100%$42.0K———
JPMorgan Chase & Co
N/A—599-599-100%$35.8K———
Benson Wealth Management Inc
N/A—488-488-100%$29.3K———
Oakmont Advisory Group, LLC
N/A—329-329-100%$19.7K———
Smartleaf Asset Management LLC
N/A—324-324-100%$19.4K———
Continuum Advisory, LLC
N/A—201-201-100%$12.1K———
Morgan Stanley
N/A—81-81-100%$4.9K———
Park Square Financial Group, LLC
N/A—22-22-100%$1.3K———
UBS Group AG
N/A—9-9-100%$540———
Showing 161 of 161 institutions