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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares167,807 from 176,888
Change-9,081 (-5%)
Value$8.7M (-$271.0K)
Filed 2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares137,608 from 139,879
Change-2,271 (-2%)
Value$7.1M (+$39.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares130,513 from 112,772
Change+17,741 (+16%)
Value$6.7M (+$1.0M)
Filed 2026-11-02
Uptick Partners, LLC
DECREASED
Shares113,981 from 121,216
Change-7,235 (-6%)
Value$5.9M (-$237.9K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares90,800 from 90,157
Change+643 (+1%)
Value$4.7M (+$134.0K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares87,047 from 78,268
Change+8,779 (+11%)
Value$4.5M (+$540.6K)
Filed 2026-10-28
Beacon Financial Group
DECREASED
Shares72,870 from 74,494
Change-1,624 (-2%)
Value$3.8M (-$541)
Filed 2026-10-19
LifeWealth Investments, LLC
DECREASED
Shares65,049 from 65,247
Change-198 (0%)
Value$3.4M (+$62.7K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares40,255 from 40,255
Change0 (0%)
Value$2.1M (+$45.0K)
Filed 2026-10-29
Reap Financial Group, LLC
DECREASED
Shares40,231 from 42,693
Change-2,462 (-6%)
Value$2.1M (-$79.4K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares33,071 from 35,492
Change-2,421 (-7%)
Value$1.7M (-$85.3K)
Filed 2026-10-28
Keystone Wealth Services, LLC
UNCHANGED
Shares32,896 from 32,896
Change0 (0%)
Value$1.7M (+$38.7K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares28,077 from 29,258
Change-1,181 (-4%)
Value$1.4M (-$28.3K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares26,133 from 33,648
Change-7,515 (-22%)
Value$1.3M (-$350.2K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares23,579 from 14,331
Change+9,248 (+65%)
Value$1.2M (+$493.3K)
Filed 2026-10-16
Madrona Financial Services, LLC
UNCHANGED
Shares21,533 from 21,533
Change0 (0%)
Value$1.1M (+$24.1K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,982 from 16,487
Change+1,495 (+9%)
Value$934.0K (+$96.9K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
UNCHANGED
Shares17,714 from 17,714
Change0 (0%)
Value$914.2K (+$19.8K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares15,655 from 17,525
Change-1,870 (-11%)
Value$808.0K (-$77.0K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares14,714 from 14,714
Change0 (0%)
Value$759.4K (+$16.4K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares14,390 from 15,260
Change-870 (-6%)
Value$742.7K (-$27.8K)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares14,150 from 14,150
Change0 (0%)
Value$730.3K (+$15.8K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
UNCHANGED
Shares13,960 from 13,960
Change0 (0%)
Value$720.5K (+$15.6K)
Filed 2026-10-26
Global Assets Advisory, LLC
DECREASED
Shares13,050 from 13,800
Change-750 (-5%)
Value$677.4K (-$20.0K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares12,417 from 12,932
Change-515 (-4%)
Value$640.8K (-$12.1K)
Filed 2026-10-23
KPP Advisory Services LLC
UNCHANGED
Shares12,244 from 12,244
Change0 (0%)
Value$631.9K (+$13.7K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares12,243 from 12,311
Change-68 (-1%)
Value$631.9K (+$10.2K)
Filed 2026-11-03
Castleview Partners, LLC
DECREASED
Shares12,122 from 12,222
Change-100 (-1%)
Value$625.6K (+$8.5K)
Filed 2026-10-09
Diversify Wealth Management, LLC
UNCHANGED
Shares11,920 from 11,920
Change0 (0%)
Value$619.7K (+$17.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares11,920 from 11,920
Change0 (0%)
Value$619.7K (+$17.6K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares11,085 from 12,644
Change-1,559 (-12%)
Value$572.1K (-$66.3K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares10,722 from 10,722
Change0 (0%)
Value$553.4K (+$12.0K)
Filed 2026-11-02
MSH Capital Advisors LLC
INCREASED
Shares9,214 from 8,406
Change+808 (+10%)
Value$475.5K (+$51.1K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares9,065 from 9,257
Change-192 (-2%)
Value$467.8K (+$436)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares8,959 from 15,016
Change-6,057 (-40%)
Value$462.3K (-$295.9K)
Filed 2026-11-03
Cascade Investment Group, Inc.
DECREASED
Shares8,259 from 17,335
Change-9,076 (-52%)
Value$426.2K (-$449.0K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares8,047 from 8,047
Change0 (0%)
Value$415.3K (+$9.0K)
Filed 2026-10-16
Csenge Advisory Group
UNCHANGED
Shares7,854 from 7,854
Change0 (0%)
Value$405.4K (+$8.8K)
Filed 2026-11-04
Independent Financial Group, LLC
UNCHANGED
Shares7,814 from 7,814
Change0 (0%)
Value$403.3K (+$8.7K)
Filed 2026-10-13
Grantvest Financial Group LLC
INCREASED
Shares7,528 from 7,431
Change+97 (+1%)
Value$388.5K (+$13.3K)
Filed 2026-10-21
JIM Saulnier & Associates, LLC
DECREASED
Shares7,400 from 10,014
Change-2,614 (-26%)
Value$381.9K (-$123.7K)
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares7,019 from 7,531
Change-512 (-7%)
Value$362.3K (-$18.0K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
DECREASED
Shares6,369 from 7,289
Change-920 (-13%)
Value$329.7K (-$38.6K)
Filed 2026-10-19
Winnacle Wealth LLC
DECREASED
Shares6,364 from 6,419
Change-55 (-1%)
Value$328.5K (+$4.4K)
Filed 2026-10-15
CFC Planning Co LLC
DECREASED
Shares6,268 from 6,270
Change-2 (0%)
Value$323.5K (+$6.9K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares6,109 from 6,109
Change0 (0%)
Value$315.3K (+$6.8K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,908 from 8,470
Change-2,562 (-30%)
Value$304.9K (-$122.8K)
Filed 2026-10-16
Acorn Financial Advisory Services Inc
UNCHANGED
Shares5,875 from 5,875
Change0 (0%)
Value$303.2K (+$6.6K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares5,711 from 5,711
Change0 (0%)
Value$294.7K (+$6.4K)
Filed 2026-10-20
Lifestyle Asset Management, Inc.
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$276.1K (+$6.0K)
Filed 2026-10-20
MN Wealth Advisors, LLC
UNCHANGED
Shares5,077 from 5,077
Change0 (0%)
Value$262.0K (+$5.7K)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares4,993 from 4,998
Change-5 (0%)
Value$257.7K (+$5.3K)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares4,985 from 5,365
Change-380 (-7%)
Value$257.3K (-$13.6K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares4,633 from 4,668
Change-35 (-1%)
Value$239.1K (+$3.4K)
Filed 2026-10-22
AlphaStar Capital Management, LLC
UNCHANGED
Shares4,235 from 4,235
Change0 (0%)
Value$218.6K (+$4.7K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares4,175 from 4,253
Change-78 (-2%)
Value$215.5K (+$728)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares3,263 from 4,558
Change-1,295 (-28%)
Value$168.4K (-$61.7K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares3,064 from 3,454
Change-390 (-11%)
Value$158.1K (-$16.3K)
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$133 (+$3)
Filed 2026-10-02
GGM Financial LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$122.3K (+$2.6K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$114.8K (+$2.5K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$103.2K (+$2.2K)
Filed 2026-10-29
Evolution Wealth Management Inc.
DECREASED
Shares1,930 from 1,933
Change-3 (0%)
Value$99.6K (+$2.0K)
Filed 2026-10-28
Signature Equity Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$51.6K (+$1.1K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares996 from 1,107
Change-111 (-10%)
Value$51.4K (-$4.5K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$32.5K (+$704)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$29.7K (+$643)
Filed 2026-10-01
Assetmark, Inc
NEW
Shares501
Change+501
Value$25.9K
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.8K (+$558)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$7.5K (+$173)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.3K (+$71)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.8K (+$21)
Filed 2026-10-30
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 40,701
Change-40,701 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-21
Smart Wealth LLC
CLOSED
Shares0 from 30,537
Change-30,537 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 13,667
Change-13,667 (-100%)
Value$0 (-$690.0K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 7,245
Change-7,245 (-100%)
Value$0 (-$365.4K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 4,919
Change-4,919 (-100%)
Value$0 (-$248.3K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 1,892
Change-1,892 (-100%)
Value$0 (-$95.5K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$50.5K)
Filed 2026-10-29
Advance Capital Management, Inc.
N/A
Shares— from 431,637
Change-431,637 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 237,132
Change-237,132 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 217,664
Change-217,664 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 154,220
Change-154,220 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 123,312
Change-123,312 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 83,331
Change-83,331 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 82,195
Change-82,195 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 81,511
Change-81,511 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 77,108
Change-77,108 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,846
Change-59,846 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 51,607
Change-51,607 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,625
Change-48,625 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,995
Change-43,995 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,272
Change-37,272 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 36,160
Change-36,160 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 34,598
Change-34,598 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 32,916
Change-32,916 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 30,414
Change-30,414 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,870
Change-28,870 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 28,840
Change-28,840 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 26,399
Change-26,399 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 25,805
Change-25,805 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 24,233
Change-24,233 (-100%)
Value—
&partners
N/A
Shares— from 20,423
Change-20,423 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,856
Change-19,856 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,697
Change-18,697 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 18,554
Change-18,554 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 16,821
Change-16,821 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 14,420
Change-14,420 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,524
Change-12,524 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,922
Change-11,922 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,447
Change-11,447 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 8,687
Change-8,687 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,802
Change-6,802 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 996
Change-996 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 855
Change-855 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 850
Change-850 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 389
Change-389 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED167,807176,888-9,081-5%$8.9M$8.7M-$271.0K2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED137,608139,879-2,271-2%$7.1M$7.1M+$39.1K2026-10-19
Kestra Advisory Services, LLC
INCREASED130,513112,772+17,741+16%$5.7M$6.7M+$1.0M2026-11-02
Uptick Partners, LLC
DECREASED113,981121,216-7,235-6%$6.1M$5.9M-$237.9K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED90,80090,157+643+1%$4.6M$4.7M+$134.0K2026-11-02
Founders Financial Securities LLC
INCREASED87,04778,268+8,779+11%$4.0M$4.5M+$540.6K2026-10-28
Beacon Financial Group
DECREASED72,87074,494-1,624-2%$3.8M$3.8M-$5412026-10-19
LifeWealth Investments, LLC
DECREASED65,04965,247-1980%$3.3M$3.4M+$62.7K2026-10-21
Gerber Kawasaki Wealth & Investment Management
UNCHANGED40,25540,25500%$2.0M$2.1M+$45.0K2026-10-29
Reap Financial Group, LLC
DECREASED40,23142,693-2,462-6%$2.2M$2.1M-$79.4K2026-11-02
MGO One Seven LLC
DECREASED33,07135,492-2,421-7%$1.8M$1.7M-$85.3K2026-10-28
Keystone Wealth Services, LLC
UNCHANGED32,89632,89600%$1.7M$1.7M+$38.7K2026-11-03
Ignite Planners, LLC
DECREASED28,07729,258-1,181-4%$1.5M$1.4M-$28.3K2026-10-14
Truist Financial Corp
DECREASED26,13333,648-7,515-22%$1.7M$1.3M-$350.2K2026-10-30
IFP Advisors, Inc
INCREASED23,57914,331+9,248+65%$723.6K$1.2M+$493.3K2026-10-16
Madrona Financial Services, LLC
UNCHANGED21,53321,53300%$1.1M$1.1M+$24.1K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED17,98216,487+1,495+9%$837.1K$934.0K+$96.9K2026-10-13
Buck Wealth Strategies, LLC
UNCHANGED17,71417,71400%$894.4K$914.2K+$19.8K2026-10-28
Wedbush Securities Inc
DECREASED15,65517,525-1,870-11%$885.0K$808.0K-$77.0K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED14,71414,71400%$742.9K$759.4K+$16.4K2026-10-27
Farther Finance Advisors, LLC
DECREASED14,39015,260-870-6%$770.5K$742.7K-$27.8K2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED14,15014,15000%$714.5K$730.3K+$15.8K2026-10-14
Crusonia Wealth Advisors LLC
UNCHANGED13,96013,96000%$704.9K$720.5K+$15.6K2026-10-26
Global Assets Advisory, LLC
DECREASED13,05013,800-750-5%$697.5K$677.4K-$20.0K2026-10-28
Apollon Wealth Management, LLC
DECREASED12,41712,932-515-4%$653.0K$640.8K-$12.1K2026-10-23
KPP Advisory Services LLC
UNCHANGED12,24412,24400%$618.2K$631.9K+$13.7K2026-10-26
RFG Advisory, LLC
DECREASED12,24312,311-68-1%$621.6K$631.9K+$10.2K2026-11-03
Castleview Partners, LLC
DECREASED12,12212,222-100-1%$617.1K$625.6K+$8.5K2026-10-09
Diversify Wealth Management, LLC
UNCHANGED11,92011,92000%$602.0K$619.7K+$17.6K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED11,92011,92000%$602.0K$619.7K+$17.6K2026-10-20
Clear Creek Financial Management, LLC
DECREASED11,08512,644-1,559-12%$638.4K$572.1K-$66.3K2026-10-28
Walkner Condon Financial Advisors LLC
UNCHANGED10,72210,72200%$541.4K$553.4K+$12.0K2026-11-02
MSH Capital Advisors LLC
INCREASED9,2148,406+808+10%$424.4K$475.5K+$51.1K2026-11-03
WealthPlan Investment Management, LLC
DECREASED9,0659,257-192-2%$467.4K$467.8K+$4362026-10-15
StoneX Group Inc.
DECREASED8,95915,016-6,057-40%$758.2K$462.3K-$295.9K2026-11-03
Cascade Investment Group, Inc.
DECREASED8,25917,335-9,076-52%$875.3K$426.2K-$449.0K2026-10-13
McKinley Carter Wealth Services, Inc.
UNCHANGED8,0478,04700%$406.3K$415.3K+$9.0K2026-10-16
Csenge Advisory Group
UNCHANGED7,8547,85400%$396.6K$405.4K+$8.8K2026-11-04
Independent Financial Group, LLC
UNCHANGED7,8147,81400%$394.5K$403.3K+$8.7K2026-10-13
Grantvest Financial Group LLC
INCREASED7,5287,431+97+1%$375.2K$388.5K+$13.3K2026-10-21
JIM Saulnier & Associates, LLC
DECREASED7,40010,014-2,614-26%$505.6K$381.9K-$123.7K2026-11-04
Strategic Blueprint, LLC
DECREASED7,0197,531-512-7%$380.3K$362.3K-$18.0K2026-10-22
Foguth Wealth Management, Llc.
DECREASED6,3697,289-920-13%$368.4K$329.7K-$38.6K2026-10-19
Winnacle Wealth LLC
DECREASED6,3646,419-55-1%$324.1K$328.5K+$4.4K2026-10-15
CFC Planning Co LLC
DECREASED6,2686,270-20%$316.6K$323.5K+$6.9K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED6,1096,10900%$308.5K$315.3K+$6.8K2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED5,9088,470-2,562-30%$427.7K$304.9K-$122.8K2026-10-16
Acorn Financial Advisory Services Inc
UNCHANGED5,8755,87500%$296.6K$303.2K+$6.6K2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED5,7115,71100%$288.4K$294.7K+$6.4K2026-10-20
Lifestyle Asset Management, Inc.
UNCHANGED5,3505,35000%$270.1K$276.1K+$6.0K2026-10-20
MN Wealth Advisors, LLC
UNCHANGED5,0775,07700%$256.4K$262.0K+$5.7K2026-10-23
Triumph Capital Management
DECREASED4,9934,998-50%$252.4K$257.7K+$5.3K2026-10-14
Nations Financial Group Inc,
DECREASED4,9855,365-380-7%$270.9K$257.3K-$13.6K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED4,6334,668-35-1%$235.7K$239.1K+$3.4K2026-10-22
AlphaStar Capital Management, LLC
UNCHANGED4,2354,23500%$213.8K$218.6K+$4.7K2026-10-16
Oppenheimer & Co Inc
DECREASED4,1754,253-78-2%$214.7K$215.5K+$7282026-10-26
Lanark Financial, Inc.
DECREASED3,2634,558-1,295-28%$230.1K$168.4K-$61.7K2026-10-26
Spire Wealth Management
DECREASED3,0643,454-390-11%$174.4K$158.1K-$16.3K2026-10-30
CX Institutional
UNCHANGED2,5752,57500%$130$133+$32026-10-02
GGM Financial LLC
UNCHANGED2,3702,37000%$119.7K$122.3K+$2.6K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED2,2252,22500%$112.3K$114.8K+$2.5K2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED2,0002,00000%$101.0K$103.2K+$2.2K2026-10-29
Evolution Wealth Management Inc.
DECREASED1,9301,933-30%$97.6K$99.6K+$2.0K2026-10-28
Signature Equity Partners, LLC
UNCHANGED1,0001,00000%$50.5K$51.6K+$1.1K2026-10-29
CoreCap Advisors, LLC
DECREASED9961,107-111-10%$55.9K$51.4K-$4.5K2026-10-08
Creative Financial Designs Inc
UNCHANGED63063000%$31.8K$32.5K+$7042026-11-04
Noble Wealth Management PBC
UNCHANGED57557500%$29.0K$29.7K+$6432026-10-01
Assetmark, Inc
NEW501—+501——$25.9K—2026-10-21
Center for Financial Planning, Inc.
UNCHANGED50050000%$25.2K$25.8K+$5582026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED14614600%$7.4K$7.5K+$1732026-10-30
Larson Financial Group LLC
UNCHANGED646400%$3.2K$3.3K+$712026-11-05
Compass Financial Management LLC
UNCHANGED555500%$2.8K$2.8K+$212026-10-30
Precedent Wealth Partners, LLC
CLOSED040,701-40,701-100%$2.1M$0-$2.1M2026-10-21
Smart Wealth LLC
CLOSED030,537-30,537-100%$1.5M$0-$1.5M2026-11-04
International Assets Investment Management, LLC
CLOSED013,667-13,667-100%$690.0K$0-$690.0K2026-11-02
Chicago Partners Investment Group LLC
CLOSED07,245-7,245-100%$365.4K$0-$365.4K2026-10-27
Daymark Wealth Partners, LLC
CLOSED04,919-4,919-100%$248.3K$0-$248.3K2026-11-04
Tucker Asset Management LLC
CLOSED01,892-1,892-100%$95.5K$0-$95.5K2026-10-29
Bullseye Investment Management, LLC
CLOSED01,000-1,000-100%$50.5K$0-$50.5K2026-10-29
Advance Capital Management, Inc.
N/A—431,637-431,637-100%$21.8M———
Cetera Investment Advisers
N/A—237,132-237,132-100%$12.0M———
Envestnet Asset Management Inc
N/A—217,664-217,664-100%$11.0M———
Osaic Holdings, Inc.
N/A—154,220-154,220-100%$7.8M———
LPL Financial LLC
N/A—123,312-123,312-100%$6.2M———
Janney Montgomery Scott LLC
N/A—83,331-83,331-100%$4.2M———
Raymond James Financial Inc
N/A—82,195-82,195-100%$4.2M———
Harbour Investments, Inc.
N/A—81,511-81,511-100%$4.1M———
Horizon Investments, LLC
N/A—77,108-77,108-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—59,846-59,846-100%$3.0M———
Tanglewood Legacy Advisors, LLC
N/A—51,607-51,607-100%$2.6M———
MML Investors Services, LLC
N/A—48,625-48,625-100%$2.5M———
Mutual Advisors, LLC
N/A—43,995-43,995-100%$2.2M———
Mariner, LLC
N/A—37,272-37,272-100%$1.9M———
Wood Tarver Financial Group, LLC
N/A—36,160-36,160-100%$1.8M———
HighTower Advisors, LLC
N/A—34,598-34,598-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—32,916-32,916-100%$1.7M———
Camelot Portfolios, LLC
N/A—30,414-30,414-100%$1.5M———
Susquehanna International Group, LLP
N/A—28,870-28,870-100%$1.5M———
Bluespring Wealth Management, LLC
N/A—28,840-28,840-100%$1.5M———
GTS Securities LLC
N/A—26,399-26,399-100%$1.3M———
Kovack Advisors, Inc.
N/A—25,805-25,805-100%$1.3M———
Integrity Financial Corp
N/A—24,233-24,233-100%$1.2M———
&partners
N/A—20,423-20,423-100%$1.0M———
Centaurus Financial, Inc.
N/A—19,856-19,856-100%$1.0M———
JPMorgan Chase & Co
N/A—18,697-18,697-100%$941.3K———
Money Concepts Capital Corp
N/A—18,554-18,554-100%$936.8K———
Oder Investment Management, LLC
N/A—16,821-16,821-100%$849.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—14,420-14,420-100%$728.1K———
Captrust Financial Advisors
N/A—14,200-14,200-100%$717.0K———
Sun Financial Inc
N/A—14,183-14,183-100%$728.0K———
Lakeridge Wealth Management LLC
N/A—13,968-13,968-100%$705.3K———
Nova Wealth Management, Inc.
N/A—13,853-13,853-100%$699.5K———
Insigneo Advisory Services, LLC
N/A—12,719-12,719-100%$642.2K———
Sovereign Financial Group, Inc.
N/A—12,524-12,524-100%$632.4K———
First Trust Advisors LP
N/A—11,922-11,922-100%$602.0K———
Focus Partners Advisor Solutions, LLC
N/A—11,508-11,508-100%$581.1K———
Jaffetilchin Investment Partners, LLC
N/A—11,447-11,447-100%$578.0K———
Luken Investment Analytics, LLC
N/A—11,300-11,300-100%$570.6K———
Arkadios Wealth Advisors
N/A—10,947-10,947-100%$552.7K———
Glen Eagle Advisors, LLC
N/A—9,703-9,703-100%$489.9K———
AQR Capital Management LLC
N/A—9,002-9,002-100%$454.5K———
Oakmont Advisory Group, LLC
N/A—8,687-8,687-100%$438.6K———
Advisory Services Network, LLC
N/A—8,616-8,616-100%$435.0K———
Waverly Advisors, LLC
N/A—8,502-8,502-100%$429.3K———
HRT Financial LP
N/A—7,530-7,530-100%$380.0K———
Old Mission Capital LLC
N/A—7,151-7,151-100%$361.1K———
Advyzon Investment Management, LLC
N/A—7,006-7,006-100%$353.7K———
Per Stirling Capital Management, Llc.
N/A—6,802-6,802-100%$343.4K———
OneDigital Investment Advisors LLC
N/A—6,666-6,666-100%$336.6K———
Arrowroot Family Office, LLC
N/A—6,054-6,054-100%$305.7K———
Integrated Investment Consultants, LLC
N/A—4,319-4,319-100%$218.1K———
Fiduciary Financial Advisors
N/A—3,856-3,856-100%$194.6K———
Luminist Capital LLC
N/A—3,579-3,579-100%$180.7K———
Barclays PLC
N/A—2,988-2,988-100%$150.9K———
Morgan Stanley
N/A—2,925-2,925-100%$147.7K———
Rockefeller Capital Management L.P.
N/A—2,300-2,300-100%$116.1K———
SOA Wealth Advisors, Llc.
N/A—2,119-2,119-100%$107.0K———
IFG Advisory, LLC
N/A—2,100-2,100-100%$106.0K———
Benson Wealth Management Inc
N/A—1,196-1,196-100%$60.4K———
Park Place Capital Corp
N/A—996-996-100%$50.3K———
Institute for Wealth Management, Llc.
N/A—855-855-100%$43.2K———
National Bank of Canada
N/A—850-850-100%$42.9K———
Allworth Financial LP
N/A—500-500-100%$25.2K———
AE Wealth Management LLC
N/A—406-406-100%$20.5K———
Ogorek Anthony Joseph
N/A—389-389-100%$19———
Topsail Wealth Management, LLC
N/A—168-168-100%$8.5K———
Smartleaf Asset Management LLC
N/A—146-146-100%$7.4K———
Bank of Montreal
N/A—100-100-100%$5.0K———
Showing 148 of 148 institutions