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FT Vest US Equity Buffer ETF (FFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Schorn Wealth LLC
DECREASED
Shares489,573 from 497,888
Change-8,315 (-2%)
Value$30.6M (+$283.9K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares312,529 from 326,250
Change-13,721 (-4%)
Value$19.6M (-$331.8K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares290,536 from 268,827
Change+21,709 (+8%)
Value$18.2M (+$1.8M)
Filed 2026-10-21
Reap Financial Group, LLC
DECREASED
Shares244,215 from 244,262
Change-47 (0%)
Value$15.3M (+$391.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares128,651 from 134,176
Change-5,525 (-4%)
Value$8.1M (-$129.1K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares98,063 from 105,623
Change-7,560 (-7%)
Value$6.1M (-$302.6K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares66,103 from 66,104
Change-1 (0%)
Value$4.1M (+$105.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares64,504 from 59,634
Change+4,870 (+8%)
Value$4.0M (+$402.0K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares45,693 from 46,136
Change-443 (-1%)
Value$2.9M (+$46.8K)
Filed 2026-10-23
Outlook Wealth Advisors, LLC
INCREASED
Shares42,690 from 40,297
Change+2,393 (+6%)
Value$2.7M (+$214.9K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
DECREASED
Shares37,063 from 37,737
Change-674 (-2%)
Value$2.3M (+$18.8K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares32,262 from 28,594
Change+3,668 (+13%)
Value$2.0M (+$275.8K)
Filed 2026-10-28
FWG Investments, Llc.
INCREASED
Shares27,238 from 25,564
Change+1,674 (+7%)
Value$1.7M (+$146.1K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
UNCHANGED
Shares24,091 from 24,091
Change0 (0%)
Value$1.5M (+$38.9K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
UNCHANGED
Shares23,703 from 23,703
Change0 (0%)
Value$1.5M (+$38.3K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares22,606 from 22,851
Change-245 (-1%)
Value$1.4M (+$21.6K)
Filed 2026-10-30
Fragasso Financial Advisors Inc
DECREASED
Shares22,571 from 23,512
Change-941 (-4%)
Value$1.4M (-$7.3K)
Filed 2026-10-13
Bison Wealth, LLC
UNCHANGED
Shares22,525 from 22,525
Change0 (0%)
Value$1.4M (+$45.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares21,440 from 20,839
Change+601 (+3%)
Value$1.3M (+$71.3K)
Filed 2026-10-16
Accel Wealth Management
DECREASED
Shares21,333 from 21,533
Change-200 (-1%)
Value$1.3M (+$22.3K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED
Shares20,234 from 20,984
Change-750 (-4%)
Value$1.3M (-$13.0K)
Filed 2026-10-06
Farther Finance Advisors, LLC
INCREASED
Shares17,825 from 17,143
Change+682 (+4%)
Value$1.1M (+$70.4K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares16,610 from 15,904
Change+706 (+4%)
Value$1.0M (+$69.9K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares16,287 from 15,546
Change+741 (+5%)
Value$1.0M (+$71.5K)
Filed 2026-11-03
TopTier Wealth Management, LLC
DECREASED
Shares16,142 from 16,280
Change-138 (-1%)
Value$1.0M (+$17.6K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares16,040 from 16,510
Change-470 (-3%)
Value$1.0M (-$2.7K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares15,393 from 17,118
Change-1,725 (-10%)
Value$963.5K (-$80.3K)
Filed 2026-10-30
Wedbush Securities Inc
UNCHANGED
Shares15,194 from 15,194
Change0 (0%)
Value$951.0K (+$24.0K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares14,943 from 15,404
Change-461 (-3%)
Value$935.4K (-$4.0K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares13,642 from 13,805
Change-163 (-1%)
Value$853.9K (+$12.1K)
Filed 2026-10-20
TFB Advisors LLC
INCREASED
Shares13,447 from 11,234
Change+2,213 (+20%)
Value$841.7K (+$156.7K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares13,174 from 13,039
Change+135 (+1%)
Value$824.6K (+$29.5K)
Filed 2026-10-08
LVZ, Inc.
UNCHANGED
Shares12,390 from 12,390
Change0 (0%)
Value$775.6K (+$20.0K)
Filed 2026-10-20
Grant Street Asset Management, Inc.
UNCHANGED
Shares11,413 from 11,413
Change0 (0%)
Value$714.4K (+$18.4K)
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares11,041 from 11,091
Change-50 (0%)
Value$691.1K (+$14.8K)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED
Shares11,029 from 11,059
Change-30 (0%)
Value$690.4K (+$16.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,126 from 7,305
Change+2,821 (+39%)
Value$638.4K (+$190.0K)
Filed 2026-10-13
Focus Financial Network, Inc.
UNCHANGED
Shares8,325 from 8,325
Change0 (0%)
Value$521.1K (+$13.4K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
UNCHANGED
Shares8,011 from 8,011
Change0 (0%)
Value$501.5K (+$12.9K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares7,648 from 8,002
Change-354 (-4%)
Value$478.7K (-$9.2K)
Filed 2026-10-13
Novem Group
UNCHANGED
Shares7,620 from 7,620
Change0 (0%)
Value$477.0K (+$12.3K)
Filed 2026-10-19
Chris Bulman Inc
DECREASED
Shares7,317 from 8,041
Change-724 (-9%)
Value$458.0K (-$32.3K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
UNCHANGED
Shares6,711 from 6,711
Change0 (0%)
Value$420.1K (+$10.8K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares6,563 from 6,563
Change0 (0%)
Value$410.8K (+$10.6K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares6,000 from 25,012
Change-19,012 (-76%)
Value$375.6K (-$1.1M)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares5,963 from 12,422
Change-6,459 (-52%)
Value$373.3K (-$384.2K)
Filed 2026-10-22
Echo Wealth Management, LLC
UNCHANGED
Shares5,950 from 5,950
Change0 (0%)
Value$372.4K (+$9.6K)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares5,800 from 6,639
Change-839 (-13%)
Value$363.1K (-$41.7K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares5,667 from 6,058
Change-391 (-6%)
Value$354.7K (-$14.7K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares5,580 from 6,550
Change-970 (-15%)
Value$349.0K (-$50.0K)
Filed 2026-10-26
First Heartland Consultants, Inc.
DECREASED
Shares5,507 from 6,552
Change-1,045 (-16%)
Value$344.7K (-$54.8K)
Filed 2026-10-08
Sowell Financial Services LLC
INCREASED
Shares5,380 from 5,302
Change+78 (+1%)
Value$336.7K (+$13.4K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
UNCHANGED
Shares5,345 from 5,345
Change0 (0%)
Value$334.6K (+$8.6K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
UNCHANGED
Shares5,066 from 5,066
Change0 (0%)
Value$317.6K (+$8.5K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,912 from 4,412
Change+500 (+11%)
Value$307.5K (+$38.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares4,811 from 4,823
Change-12 (0%)
Value$301.1K (+$7.0K)
Filed 2026-10-23
Beacon Financial Advisory LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$300.5K (+$7.8K)
Filed 2026-10-16
ERn Financial, LLC
DECREASED
Shares4,690 from 4,768
Change-78 (-2%)
Value$293.6K (+$2.8K)
Filed 2026-10-28
MBL Wealth, LLC
DECREASED
Shares4,605 from 5,455
Change-850 (-16%)
Value$288.3K (-$44.4K)
Filed 2026-10-22
MFG Investments, LLC
NEW
Shares4,380
Change+4,380
Value$274.2K
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares4,032 from 4,372
Change-340 (-8%)
Value$252.4K (-$14.2K)
Filed 2026-10-28
Legacy Private Trust Co.
DECREASED
Shares3,705 from 3,820
Change-115 (-3%)
Value$231.9K (-$1.0K)
Filed 2026-10-06
Triad Wealth Partners, LLC
DECREASED
Shares3,687 from 4,491
Change-804 (-18%)
Value$230.8K (-$46.6K)
Filed 2026-10-26
tru Independence LLC
UNCHANGED
Shares3,546 from 3,546
Change0 (0%)
Value$222.0K (+$5.7K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares3,528 from 4,228
Change-700 (-17%)
Value$220.8K (-$37.0K)
Filed 2026-10-29
Oppenheimer & Co Inc
UNCHANGED
Shares3,392 from 3,392
Change0 (0%)
Value$212.3K (+$5.5K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$210.3K (+$5.4K)
Filed 2026-11-05
Sound Income Strategies, LLC
NEW
Shares3,192
Change+3,192
Value$201.2K
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares2,384 from 2,831
Change-447 (-16%)
Value$149.2K (-$23.4K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares2,035 from 2,240
Change-205 (-9%)
Value$127.4K (-$9.2K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$112.1K (+$2.9K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares1,220 from 1,756
Change-536 (-31%)
Value$76.4K (-$30.7K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$52.6K (+$1.4K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$40.7K (+$1.1K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$26.6K (+$686)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares338 from 249
Change+89 (+36%)
Value$21.2K (+$6.0K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares311 from 232
Change+79 (+34%)
Value$19.5K (+$5.3K)
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$12 ($0)
Filed 2026-10-02
Creative Financial Designs Inc
NEW
Shares113
Change+113
Value$7.1K
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares113
Change+113
Value$7.1K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.4K (+$89)
Filed 2026-10-14
Atria Investments, Inc
CLOSED
Shares0 from 126,931
Change-126,931 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-15
BAM Wealth Management, LLC
CLOSED
Shares0 from 71,163
Change-71,163 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-15
Semus Wealth Partners LLC
CLOSED
Shares0 from 24,657
Change-24,657 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
VestGen Advisors, LLC
CLOSED
Shares0 from 16,033
Change-16,033 (-100%)
Value$0 (-$977.7K)
Filed 2026-10-27
World Equity Group, Inc.
CLOSED
Shares0 from 8,048
Change-8,048 (-100%)
Value$0 (-$490.8K)
Filed 2026-10-14
Prospera Financial Services Inc
CLOSED
Shares0 from 5,665
Change-5,665 (-100%)
Value$0 (-$345.4K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,260
Change-2,260 (-100%)
Value$0 (-$137.8K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,195
Change-2,195 (-100%)
Value$0 (-$133.9K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,965
Change-1,965 (-100%)
Value$0 (-$119.9K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 635,574
Change-635,574 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 343,704
Change-343,704 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 339,853
Change-339,853 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 317,106
Change-317,106 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 194,209
Change-194,209 (-100%)
Value—
Stephens Inc
N/A
Shares— from 126,842
Change-126,842 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 121,668
Change-121,668 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 119,978
Change-119,978 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 88,198
Change-88,198 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 87,276
Change-87,276 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 73,794
Change-73,794 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 70,228
Change-70,228 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 69,991
Change-69,991 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 65,737
Change-65,737 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 47,406
Change-47,406 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44,959
Change-44,959 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 44,553
Change-44,553 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 41,211
Change-41,211 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 40,526
Change-40,526 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 40,108
Change-40,108 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 36,611
Change-36,611 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,992
Change-31,992 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,029
Change-31,029 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,346
Change-28,346 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 27,566
Change-27,566 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 26,007
Change-26,007 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,439
Change-24,439 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,167
Change-24,167 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 23,929
Change-23,929 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 22,457
Change-22,457 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 20,599
Change-20,599 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 20,318
Change-20,318 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,004
Change-19,004 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 18,683
Change-18,683 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 18,477
Change-18,477 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,786
Change-17,786 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 17,625
Change-17,625 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 16,033
Change-16,033 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 15,646
Change-15,646 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 15,010
Change-15,010 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 14,279
Change-14,279 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 12,824
Change-12,824 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,194
Change-12,194 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 11,619
Change-11,619 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,585
Change-10,585 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,364
Change-9,364 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,346
Change-9,346 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 7,540
Change-7,540 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Share Andrew L.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 869
Change-869 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 812
Change-812 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 775
Change-775 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 285
Change-285 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 83
Change-83 (-100%)
Value—
Status
Schorn Wealth LLC
DECREASED489,573497,888-8,315-2%$30.4M$30.6M+$283.9K2026-10-14
Commonwealth Equity Services, LLC
DECREASED312,529326,250-13,721-4%$19.9M$19.6M-$331.8K2026-11-02
Assetmark, Inc
INCREASED290,536268,827+21,709+8%$16.4M$18.2M+$1.8M2026-10-21
Reap Financial Group, LLC
DECREASED244,215244,262-470%$14.9M$15.3M+$391.7K2026-11-02
Kestra Advisory Services, LLC
DECREASED128,651134,176-5,525-4%$8.2M$8.1M-$129.1K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED98,063105,623-7,560-7%$6.4M$6.1M-$302.6K2026-10-16
Keystone Wealth Services, LLC
DECREASED66,10366,104-10%$4.0M$4.1M+$105.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED64,50459,634+4,870+8%$3.6M$4.0M+$402.0K2026-11-02
Apollon Wealth Management, LLC
DECREASED45,69346,136-443-1%$2.8M$2.9M+$46.8K2026-10-23
Outlook Wealth Advisors, LLC
INCREASED42,69040,297+2,393+6%$2.5M$2.7M+$214.9K2026-10-28
Valtinson Bruner Financial Planning LLC
DECREASED37,06337,737-674-2%$2.3M$2.3M+$18.8K2026-11-02
Founders Financial Securities LLC
INCREASED32,26228,594+3,668+13%$1.7M$2.0M+$275.8K2026-10-28
FWG Investments, Llc.
INCREASED27,23825,564+1,674+7%$1.6M$1.7M+$146.1K2026-11-03
Maltin Wealth Management, Inc.
UNCHANGED24,09124,09100%$1.5M$1.5M+$38.9K2026-10-13
Wealthcare Advisory Partners LLC
UNCHANGED23,70323,70300%$1.4M$1.5M+$38.3K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED22,60622,851-245-1%$1.4M$1.4M+$21.6K2026-10-30
Fragasso Financial Advisors Inc
DECREASED22,57123,512-941-4%$1.4M$1.4M-$7.3K2026-10-13
Bison Wealth, LLC
UNCHANGED22,52522,52500%$1.4M$1.4M+$45.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED21,44020,839+601+3%$1.3M$1.3M+$71.3K2026-10-16
Accel Wealth Management
DECREASED21,33321,533-200-1%$1.3M$1.3M+$22.3K2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED20,23420,984-750-4%$1.3M$1.3M-$13.0K2026-10-06
Farther Finance Advisors, LLC
INCREASED17,82517,143+682+4%$1.0M$1.1M+$70.4K2026-10-08
Signal Advisors Wealth, LLC
INCREASED16,61015,904+706+4%$969.8K$1.0M+$69.9K2026-10-13
RFG Advisory, LLC
INCREASED16,28715,546+741+5%$948.0K$1.0M+$71.5K2026-11-03
TopTier Wealth Management, LLC
DECREASED16,14216,280-138-1%$992.8K$1.0M+$17.6K2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED16,04016,510-470-3%$1.0M$1.0M-$2.7K2026-10-23
Truist Financial Corp
DECREASED15,39317,118-1,725-10%$1.0M$963.5K-$80.3K2026-10-30
Wedbush Securities Inc
UNCHANGED15,19415,19400%$927.0K$951.0K+$24.0K2026-10-22
MGO One Seven LLC
DECREASED14,94315,404-461-3%$939.3K$935.4K-$4.0K2026-10-28
Integrated Advisors Network LLC
DECREASED13,64213,805-163-1%$841.8K$853.9K+$12.1K2026-10-20
TFB Advisors LLC
INCREASED13,44711,234+2,213+20%$685.0K$841.7K+$156.7K2026-11-02
CoreCap Advisors, LLC
INCREASED13,17413,039+135+1%$795.1K$824.6K+$29.5K2026-10-08
LVZ, Inc.
UNCHANGED12,39012,39000%$755.5K$775.6K+$20.0K2026-10-20
Grant Street Asset Management, Inc.
UNCHANGED11,41311,41300%$696.0K$714.4K+$18.4K2026-10-26
Grantvest Financial Group LLC
DECREASED11,04111,091-500%$676.3K$691.1K+$14.8K2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED11,02911,059-300%$674.4K$690.4K+$16.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED10,1267,305+2,821+39%$448.4K$638.4K+$190.0K2026-10-13
Focus Financial Network, Inc.
UNCHANGED8,3258,32500%$507.7K$521.1K+$13.4K2026-10-14
Buck Wealth Strategies, LLC
UNCHANGED8,0118,01100%$488.5K$501.5K+$12.9K2026-10-28
Independent Financial Group, LLC
DECREASED7,6488,002-354-4%$488.0K$478.7K-$9.2K2026-10-13
Novem Group
UNCHANGED7,6207,62000%$464.7K$477.0K+$12.3K2026-10-19
Chris Bulman Inc
DECREASED7,3178,041-724-9%$490.3K$458.0K-$32.3K2026-10-20
Crusonia Wealth Advisors LLC
UNCHANGED6,7116,71100%$409.2K$420.1K+$10.8K2026-10-26
Kingswood Wealth Advisors, LLC
UNCHANGED6,5636,56300%$400.2K$410.8K+$10.6K2026-10-23
Strategic Blueprint, LLC
DECREASED6,00025,012-19,012-76%$1.5M$375.6K-$1.1M2026-10-22
Brookstone Capital Management
DECREASED5,96312,422-6,459-52%$757.5K$373.3K-$384.2K2026-10-22
Echo Wealth Management, LLC
UNCHANGED5,9505,95000%$362.8K$372.4K+$9.6K2026-10-15
StoneX Group Inc.
DECREASED5,8006,639-839-13%$404.8K$363.1K-$41.7K2026-11-03
Independent Wealth Network Inc.
DECREASED5,6676,058-391-6%$369.4K$354.7K-$14.7K2026-10-19
Park Avenue Securities LLC
DECREASED5,5806,550-970-15%$399.0K$349.0K-$50.0K2026-10-26
First Heartland Consultants, Inc.
DECREASED5,5076,552-1,045-16%$399.5K$344.7K-$54.8K2026-10-08
Sowell Financial Services LLC
INCREASED5,3805,302+78+1%$323.3K$336.7K+$13.4K2026-10-23
Clear Creek Financial Management, LLC
UNCHANGED5,3455,34500%$325.9K$334.6K+$8.6K2026-10-28
Foguth Wealth Management, Llc.
UNCHANGED5,0665,06600%$309.1K$317.6K+$8.5K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED4,9124,412+500+11%$269.0K$307.5K+$38.4K2026-10-13
Simplicity Wealth,LLC
DECREASED4,8114,823-120%$294.1K$301.1K+$7.0K2026-10-23
Beacon Financial Advisory LLC
UNCHANGED4,8004,80000%$292.7K$300.5K+$7.8K2026-10-16
ERn Financial, LLC
DECREASED4,6904,768-78-2%$290.8K$293.6K+$2.8K2026-10-28
MBL Wealth, LLC
DECREASED4,6055,455-850-16%$332.6K$288.3K-$44.4K2026-10-22
MFG Investments, LLC
NEW4,380—+4,380——$274.2K—2026-10-30
Choreo, LLC
DECREASED4,0324,372-340-8%$266.6K$252.4K-$14.2K2026-10-28
Legacy Private Trust Co.
DECREASED3,7053,820-115-3%$232.9K$231.9K-$1.0K2026-10-06
Triad Wealth Partners, LLC
DECREASED3,6874,491-804-18%$277.4K$230.8K-$46.6K2026-10-26
tru Independence LLC
UNCHANGED3,5463,54600%$216.2K$222.0K+$5.7K2026-10-20
Integrity Alliance, Llc.
DECREASED3,5284,228-700-17%$257.8K$220.8K-$37.0K2026-10-29
Oppenheimer & Co Inc
UNCHANGED3,3923,39200%$206.8K$212.3K+$5.5K2026-10-26
Elevation Point Wealth Partners, LLC
UNCHANGED3,3603,36000%$204.9K$210.3K+$5.4K2026-11-05
Sound Income Strategies, LLC
NEW3,192—+3,192——$201.2K—2026-10-09
Lanark Financial, Inc.
DECREASED2,3842,831-447-16%$172.6K$149.2K-$23.4K2026-10-26
IFP Advisors, Inc
DECREASED2,0352,240-205-9%$136.6K$127.4K-$9.2K2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED1,7911,79100%$109.2K$112.1K+$2.9K2026-10-28
Archer Investment Corp
DECREASED1,2201,756-536-31%$107.1K$76.4K-$30.7K2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED84084000%$51.2K$52.6K+$1.4K2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED65065000%$39.6K$40.7K+$1.1K2026-11-02
Spire Wealth Management
UNCHANGED42542500%$25.9K$26.6K+$6862026-10-30
Cape Investment Advisory, Inc.
INCREASED338249+89+36%$15.2K$21.2K+$6.0K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED311232+79+34%$14.1K$19.5K+$5.3K2026-10-30
CX Institutional
UNCHANGED19719700%$12$12$02026-10-02
Creative Financial Designs Inc
NEW113—+113——$7.1K—2026-11-04
Rossby Financial, LCC
NEW113—+113——$7.1K—2026-11-05
Triumph Capital Management
UNCHANGED555500%$3.4K$3.4K+$892026-10-14
Atria Investments, Inc
CLOSED0126,931-126,931-100%$7.7M$0-$7.7M2026-10-15
BAM Wealth Management, LLC
CLOSED071,163-71,163-100%$4.3M$0-$4.3M2026-10-15
Semus Wealth Partners LLC
CLOSED024,657-24,657-100%$1.5M$0-$1.5M2026-10-22
VestGen Advisors, LLC
CLOSED016,033-16,033-100%$977.7K$0-$977.7K2026-10-27
World Equity Group, Inc.
CLOSED08,048-8,048-100%$490.8K$0-$490.8K2026-10-14
Prospera Financial Services Inc
CLOSED05,665-5,665-100%$345.4K$0-$345.4K2026-11-04
Bullseye Investment Management, LLC
CLOSED02,260-2,260-100%$137.8K$0-$137.8K2026-10-29
AdvisorNet Financial, Inc
CLOSED02,195-2,195-100%$133.9K$0-$133.9K2026-10-15
International Assets Investment Management, LLC
CLOSED01,965-1,965-100%$119.9K$0-$119.9K2026-11-02
Envestnet Asset Management Inc
N/A—635,574-635,574-100%$38.8M———
Rockefeller Capital Management L.P.
N/A—343,704-343,704-100%$21.0M———
Cetera Investment Advisers
N/A—339,853-339,853-100%$20.7M———
Raymond James Financial Inc
N/A—317,106-317,106-100%$19.3M———
LPL Financial LLC
N/A—194,209-194,209-100%$11.8M———
Stephens Inc
N/A—126,842-126,842-100%$7.7M———
Osaic Holdings, Inc.
N/A—121,668-121,668-100%$7.4M———
Stratos Investment Management, LLC
N/A—119,978-119,978-100%$7.3M———
Harbour Investments, Inc.
N/A—88,198-88,198-100%$5.4M———
LM Advisors LLC
N/A—87,276-87,276-100%$5.3M———
Focus Partners Wealth
N/A—73,794-73,794-100%$4.5M———
MML Investors Services, LLC
N/A—70,228-70,228-100%$4.3M———
Main Street Financial Solutions, LLC
N/A—69,991-69,991-100%$4.3M———
CreativeOne Wealth, LLC
N/A—65,737-65,737-100%$4.0M———
Mariner, LLC
N/A—47,406-47,406-100%$2.9M———
Aptus Capital Advisors, LLC
N/A—44,959-44,959-100%$2.7M———
Old Mission Capital LLC
N/A—44,553-44,553-100%$2.7M———
Regal Investment Advisors LLC
N/A—41,211-41,211-100%$2.5M———
Integrity Financial Corp
N/A—40,526-40,526-100%$2.5M———
Bleakley Financial Group, LLC
N/A—40,108-40,108-100%$2.4M———
Captrust Financial Advisors
N/A—36,611-36,611-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—31,992-31,992-100%$2.0M———
Janney Montgomery Scott LLC
N/A—31,029-31,029-100%$1.9M———
HighTower Advisors, LLC
N/A—28,346-28,346-100%$1.7M———
Horizon Investments, LLC
N/A—27,566-27,566-100%$1.7M———
GTS Securities LLC
N/A—26,007-26,007-100%$1.6M———
Envestnet Portfolio Solutions, Inc.
N/A—24,439-24,439-100%$1.5M———
Susquehanna International Group, LLP
N/A—24,167-24,167-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—23,929-23,929-100%$1.5M———
Allworth Financial LP
N/A—22,457-22,457-100%$1.4M———
Marshall Financial Group, LLC
N/A—20,599-20,599-100%$1.3M———
FSB Premier Wealth Management, Inc.
N/A—20,318-20,318-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—19,004-19,004-100%$1.2M———
Faithward Advisors, LLC
N/A—18,683-18,683-100%$1.1M———
Beck Capital Management, LLC
N/A—18,477-18,477-100%$1.1M———
1776 Wealth LLC
N/A—18,034-18,034-100%$1.1M———
Fiduciary Financial Advisors
N/A—17,786-17,786-100%$1.1M———
Oder Investment Management, LLC
N/A—17,625-17,625-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—16,036-16,036-100%$977.9K———
VestGen Investment Management
N/A—16,033-16,033-100%$977.7K———
Harvest Investment Services, LLC
N/A—15,646-15,646-100%$954.1K———
Tanglewood Legacy Advisors, LLC
N/A—15,010-15,010-100%$915.3K———
Gallagher Fiduciary Advisors, LLC
N/A—14,621-14,621-100%$891.6K———
Oakmont Advisory Group, LLC
N/A—14,279-14,279-100%$870.7K———
Royal Bank of Canada
N/A—13,414-13,414-100%$818.0K———
JPMorgan Chase & Co
N/A—13,302-13,302-100%$808.0K———
Luken Investment Analytics, LLC
N/A—12,824-12,824-100%$782.0K———
Mutual Advisors, LLC
N/A—12,194-12,194-100%$743.6K———
Kintra Wealth, LLC
N/A—12,040-12,040-100%$751.8K———
AssuredPartners Investment Advisors, LLC
N/A—11,619-11,619-100%$708.5K———
Insigneo Advisory Services, LLC
N/A—10,807-10,807-100%$659.0K———
NewEdge Advisors, LLC
N/A—10,689-10,689-100%$651.8K———
United Capital Financial Advisors, LLC
N/A—10,585-10,585-100%$645.8K———
Sovereign Financial Group, Inc.
N/A—9,948-9,948-100%$606.6K———
Maridea Wealth Management LLC
N/A—9,509-9,509-100%$579.8K———
AE Wealth Management LLC
N/A—9,484-9,484-100%$578.3K———
Sanctuary Advisors, LLC
N/A—9,364-9,364-100%$571.0K———
Keating Financial Advisory Services, Inc.
N/A—9,346-9,346-100%$569.9K———
Arkadios Wealth Advisors
N/A—8,785-8,785-100%$535.7K———
Principal Securities, Inc.
N/A—7,756-7,756-100%$473.0K———
Leigh Baldwin & Co., LLC
N/A—7,540-7,540-100%$459.8K———
Advisory Services Network, LLC
N/A—6,911-6,911-100%$421.5K———
Kovack Advisors, Inc.
N/A—6,760-6,760-100%$412.4K———
Brown Advisory Inc
N/A—6,536-6,536-100%$398.6K———
OneDigital Investment Advisors LLC
N/A—6,296-6,296-100%$383.9K———
Centaurus Financial, Inc.
N/A—6,218-6,218-100%$379.0K———
Silver OAK Securities, Incorporated
N/A—6,203-6,203-100%$378.3K———
Snowden Capital Advisors LLC
N/A—5,771-5,771-100%$351.9K———
IHT Wealth Management, LLC
N/A—5,751-5,751-100%$350.7K———
Foundations Investment Advisors, LLC
N/A—5,568-5,568-100%$339.5K———
Stratos Wealth Advisors, LLC
N/A—5,475-5,475-100%$333.9K———
Ausdal Financial Partners, Inc.
N/A—5,400-5,400-100%$329.3K———
Cresset Asset Management, LLC
N/A—5,284-5,284-100%$322.2K———
Prosperity Consulting Group, LLC
N/A—5,240-5,240-100%$319.5K———
Morgan Stanley
N/A—5,092-5,092-100%$310.5K———
HRT Financial LP
N/A—4,808-4,808-100%$293.0K———
Gateway Wealth Partners, LLC
N/A—4,612-4,612-100%$281.2K———
Vertex Planning Partners, LLC
N/A—4,350-4,350-100%$265.3K———
Keel Point, LLC
N/A—4,345-4,345-100%$265.0K———
Mercer Global Advisors Inc
N/A—3,852-3,852-100%$234.9K———
Share Andrew L.
N/A—3,400-3,400-100%$207.3K———
Vestmark Advisory Solutions, Inc.
N/A—3,360-3,360-100%$204.9K———
Wealthspire Retirement, LLC
N/A—3,338-3,338-100%$203.6K———
Barclays PLC
N/A—3,279-3,279-100%$200.0K———
SOA Wealth Advisors, Llc.
N/A—3,064-3,064-100%$186.8K———
UBS Group AG
N/A—2,355-2,355-100%$143.6K———
NI Acquisitions Company, LLC
N/A—2,186-2,186-100%$133.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,110-2,110-100%$128.7K———
BFC Planning, Inc.
N/A—1,910-1,910-100%$116.5K———
O'shaughnessy Asset Management, LLC
N/A—1,293-1,293-100%$78.8K———
National Bank of Canada
N/A—1,100-1,100-100%$67.1K———
Northwestern Mutual Wealth Management Co
N/A—869-869-100%$53.0K———
Ogorek Anthony Joseph
N/A—812-812-100%$49———
Ameritas Investment Partners, Inc.
N/A—775-775-100%$47.3K———
Geneos Wealth Management Inc.
N/A—750-750-100%$45.7K———
Topsail Wealth Management, LLC
N/A—650-650-100%$39.6K———
Global Retirement Partners, LLC
N/A—509-509-100%$31.0K———
Capital Analysts, LLC
N/A—421-421-100%$26———
Wells Fargo & Company
N/A—285-285-100%$17.4K———
Continuum Advisory, LLC
N/A—199-199-100%$12.1K———
IFG Advisory, LLC
N/A—109-109-100%$6.6K———
Benson Wealth Management Inc
N/A—83-83-100%$5.1K———
Showing 192 of 192 institutions