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FT Vest US Equity Buffer ETF (FNOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares302,101 from 280,922
Change+21,179 (+8%)
Value$18.2M (+$1.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares126,707 from 139,623
Change-12,916 (-9%)
Value$7.6M (-$543.9K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares92,506 from 92,538
Change-32 (0%)
Value$5.6M (+$152.6K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares78,416 from 82,436
Change-4,020 (-5%)
Value$4.7M (-$104.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares70,763 from 65,397
Change+5,366 (+8%)
Value$4.3M (+$432.0K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares58,021 from 58,051
Change-30 (0%)
Value$3.5M (+$95.1K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares57,961 from 59,514
Change-1,553 (-3%)
Value$3.5M (+$6.0K)
Filed 2026-11-02
ERn Financial, LLC
DECREASED
Shares57,281 from 57,313
Change-32 (0%)
Value$3.4M (+$93.8K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares56,576 from 57,902
Change-1,326 (-2%)
Value$3.4M (+$16.9K)
Filed 2026-10-23
Altman Advisors, Inc.
DECREASED
Shares55,923 from 88,314
Change-32,391 (-37%)
Value$3.4M (+$4.5K)
Filed 2026-11-05
Keystone Wealth Services, LLC
DECREASED
Shares43,893 from 44,484
Change-591 (-1%)
Value$2.6M (+$39.0K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares41,827 from 42,141
Change-314 (-1%)
Value$2.5M (+$51.5K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
DECREASED
Shares38,063 from 42,650
Change-4,587 (-11%)
Value$2.3M (-$182.3K)
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares35,672 from 31,983
Change+3,689 (+12%)
Value$2.1M (+$275.3K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares34,390 from 38,701
Change-4,311 (-11%)
Value$2.1M (-$194.7K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares30,634 from 30,684
Change-50 (0%)
Value$1.8M (+$48.2K)
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares28,401 from 28,845
Change-444 (-2%)
Value$1.7M (+$21.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares19,837 from 13,214
Change+6,623 (+50%)
Value$1.2M (+$424.2K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares17,860 from 19,402
Change-1,542 (-8%)
Value$1.1M (-$60.4K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares17,297 from 16,427
Change+870 (+5%)
Value$1.0M (+$79.8K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares17,018 from 17,267
Change-249 (-1%)
Value$1.0M (+$13.9K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares16,067 from 14,504
Change+1,563 (+11%)
Value$966.6K (+$118.3K)
Filed 2026-10-16
TFB Advisors LLC
INCREASED
Shares14,026 from 11,742
Change+2,284 (+19%)
Value$843.8K (+$157.0K)
Filed 2026-11-02
Goldenstone Wealth Management LLC
DECREASED
Shares13,935 from 13,960
Change-25 (0%)
Value$838.3K (+$21.8K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares13,891 from 18,396
Change-4,505 (-24%)
Value$836.6K (-$239.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares13,726 from 13,674
Change+52 (+0%)
Value$825.8K (+$26.0K)
Filed 2026-10-08
Oppenheimer & Co Inc
DECREASED
Shares13,569 from 13,628
Change-59 (0%)
Value$816.3K (+$19.2K)
Filed 2026-10-26
Clear Point Advisors Inc.
NEW
Shares13,313
Change+13,313
Value$800.9K
Filed 2026-10-30
Novem Group
UNCHANGED
Shares13,072 from 13,072
Change0 (0%)
Value$786.4K (+$21.8K)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
DECREASED
Shares12,811 from 12,863
Change-52 (0%)
Value$770.7K (+$18.4K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares12,612 from 12,947
Change-335 (-3%)
Value$758.7K (+$1.5K)
Filed 2026-11-06
Strategic Blueprint, LLC
DECREASED
Shares12,387 from 16,110
Change-3,723 (-23%)
Value$745.2K (-$197.1K)
Filed 2026-10-22
Schulz Wealth, Ltd.
UNCHANGED
Shares11,875 from 11,875
Change0 (0%)
Value$714.4K (+$19.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares11,832 from 12,068
Change-236 (-2%)
Value$711.8K (+$6.0K)
Filed 2026-10-08
Ignite Planners, LLC
DECREASED
Shares9,777 from 11,756
Change-1,979 (-17%)
Value$533.3K (-$154.3K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED
Shares9,246 from 9,364
Change-118 (-1%)
Value$556.2K (+$8.5K)
Filed 2026-11-02
Grantvest Financial Group LLC
UNCHANGED
Shares8,348 from 8,348
Change0 (0%)
Value$502.2K (+$13.9K)
Filed 2026-10-21
Ifrah Financial Services, Inc.
DECREASED
Shares8,121 from 8,267
Change-146 (-2%)
Value$488.6K (+$5.0K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares7,838 from 8,047
Change-209 (-3%)
Value$471.6K (+$866)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
UNCHANGED
Shares7,567 from 7,567
Change0 (0%)
Value$455.2K (+$12.6K)
Filed 2026-10-26
Meridian Wealth Management, LLC
UNCHANGED
Shares7,287 from 7,287
Change0 (0%)
Value$438.4K (+$12.2K)
Filed 2026-11-05
Bullseye Investment Management, LLC
DECREASED
Shares7,266 from 9,196
Change-1,930 (-21%)
Value$437.1K (-$100.8K)
Filed 2026-10-29
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares6,995 from 6,995
Change0 (0%)
Value$420.8K (+$11.7K)
Filed 2026-10-15
Beacon Financial Group
UNCHANGED
Shares6,916 from 6,916
Change0 (0%)
Value$416.1K (+$11.6K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares6,856 from 6,927
Change-71 (-1%)
Value$412.5K (+$7.3K)
Filed 2026-10-13
ForthRight Wealth Management, LLC
UNCHANGED
Shares6,840 from 6,840
Change0 (0%)
Value$411.5K (+$11.4K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares6,530 from 6,807
Change-277 (-4%)
Value$393.0K (-$5.0K)
Filed 2026-10-26
Cornerstone Wealth, LLC
DECREASED
Shares6,440 from 6,640
Change-200 (-3%)
Value$388.4K (-$2.6K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares5,955 from 6,759
Change-804 (-12%)
Value$358.3K (-$37.1K)
Filed 2026-10-26
Accel Wealth Management
UNCHANGED
Shares5,915 from 5,915
Change0 (0%)
Value$355.8K (+$9.9K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares5,791 from 5,482
Change+309 (+6%)
Value$348.4K (+$27.7K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares5,614 from 5,532
Change+82 (+1%)
Value$337.7K (+$14.2K)
Filed 2026-10-23
LVZ, Inc.
UNCHANGED
Shares5,123 from 5,123
Change0 (0%)
Value$308.2K (+$8.6K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED
Shares4,935 from 4,935
Change0 (0%)
Value$296.9K (+$8.2K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$292.7K (+$8.1K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares4,584 from 6,594
Change-2,010 (-30%)
Value$275.5K (-$109.2K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
NEW
Shares4,525
Change+4,525
Value$272.2K
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares4,464 from 4,537
Change-73 (-2%)
Value$271.3K (+$5.0K)
Filed 2026-10-13
Legacy Solutions, LLC
UNCHANGED
Shares4,221 from 4,221
Change0 (0%)
Value$253.9K (+$7.0K)
Filed 2026-10-07
Merit Financial Group, LLC
UNCHANGED
Shares4,024 from 4,024
Change0 (0%)
Value$242.1K (+$6.7K)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$239.1K (+$6.6K)
Filed 2026-10-20
Barclays PLC
UNCHANGED
Shares3,426 from 3,426
Change0 (0%)
Value$206.1K (+$5.7K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$202.1K (+$5.6K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares2,761 from 2,961
Change-200 (-7%)
Value$166.1K (-$7.1K)
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$131.1K (+$3.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$103.4K (+$2.9K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$70.7K (+$2.0K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$33.7K (+$936)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares542 from 290
Change+252 (+87%)
Value$32.6K (+$15.6K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares508 from 785
Change-277 (-35%)
Value$30.6K (-$15.4K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares353 from 259
Change+94 (+36%)
Value$21.2K (+$6.1K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.0K (+$334)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares119 from 468
Change-349 (-75%)
Value$7.2K (-$20.2K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.3K (+$92)
Filed 2026-10-14
Arbor Capital Management Inc
CLOSED
Shares0 from 4,845
Change-4,845 (-100%)
Value$0 (-$282.4K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 4,296
Change-4,296 (-100%)
Value$0 (-$251.3K)
Filed 2026-10-22
Integrity Alliance, Llc.
CLOSED
Shares0 from 3,963
Change-3,963 (-100%)
Value$0 (-$231.8K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 3,839
Change-3,839 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-14
Envestnet Asset Management Inc
N/A
Shares— from 434,282
Change-434,282 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 330,216
Change-330,216 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 316,530
Change-316,530 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 245,042
Change-245,042 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 227,401
Change-227,401 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,509
Change-82,509 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 59,138
Change-59,138 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 57,983
Change-57,983 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 50,115
Change-50,115 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 49,232
Change-49,232 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 48,373
Change-48,373 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,101
Change-47,101 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 46,195
Change-46,195 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,467
Change-45,467 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 45,259
Change-45,259 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,773
Change-38,773 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 35,573
Change-35,573 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 34,311
Change-34,311 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 32,658
Change-32,658 (-100%)
Value—
Stephens Inc
N/A
Shares— from 30,753
Change-30,753 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 30,256
Change-30,256 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 28,025
Change-28,025 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 27,895
Change-27,895 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,336
Change-23,336 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,795
Change-21,795 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 20,996
Change-20,996 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 20,747
Change-20,747 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 19,716
Change-19,716 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,730
Change-18,730 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 18,586
Change-18,586 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,642
Change-16,642 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,521
Change-15,521 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,241
Change-15,241 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 14,989
Change-14,989 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,451
Change-14,451 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,685
Change-13,685 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,575
Change-11,575 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 725
Change-725 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 715
Change-715 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 517
Change-517 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Status
Assetmark, Inc
INCREASED302,101280,922+21,179+8%$16.4M$18.2M+$1.7M2026-10-21
Commonwealth Equity Services, LLC
DECREASED126,707139,623-12,916-9%$8.2M$7.6M-$543.9K2026-11-02
Reap Financial Group, LLC
DECREASED92,50692,538-320%$5.4M$5.6M+$152.6K2026-11-02
MBL Wealth, LLC
DECREASED78,41682,436-4,020-5%$4.8M$4.7M-$104.2K2026-10-22
Kestra Advisory Services, LLC
INCREASED70,76365,397+5,366+8%$3.8M$4.3M+$432.0K2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED58,02158,051-300%$3.4M$3.5M+$95.1K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED57,96159,514-1,553-3%$3.5M$3.5M+$6.0K2026-11-02
ERn Financial, LLC
DECREASED57,28157,313-320%$3.4M$3.4M+$93.8K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED56,57657,902-1,326-2%$3.4M$3.4M+$16.9K2026-10-23
Altman Advisors, Inc.
DECREASED55,92388,314-32,391-37%$3.4M$3.4M+$4.5K2026-11-05
Keystone Wealth Services, LLC
DECREASED43,89344,484-591-1%$2.6M$2.6M+$39.0K2026-11-03
MGO One Seven LLC
DECREASED41,82742,141-314-1%$2.5M$2.5M+$51.5K2026-10-28
Fragasso Financial Advisors Inc
DECREASED38,06342,650-4,587-11%$2.5M$2.3M-$182.3K2026-10-13
Founders Financial Securities LLC
INCREASED35,67231,983+3,689+12%$1.9M$2.1M+$275.3K2026-10-28
Integrated Advisors Network LLC
DECREASED34,39038,701-4,311-11%$2.3M$2.1M-$194.7K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED30,63430,684-500%$1.8M$1.8M+$48.2K2026-10-30
FWG Investments, Llc.
DECREASED28,40128,845-444-2%$1.7M$1.7M+$21.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED19,83713,214+6,623+50%$777.5K$1.2M+$424.2K2026-10-13
PNC Financial Services Group, Inc.
DECREASED17,86019,402-1,542-8%$1.1M$1.1M-$60.4K2026-11-06
RFG Advisory, LLC
INCREASED17,29716,427+870+5%$960.8K$1.0M+$79.8K2026-11-03
Truist Financial Corp
DECREASED17,01817,267-249-1%$1.0M$1.0M+$13.9K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED16,06714,504+1,563+11%$848.3K$966.6K+$118.3K2026-10-16
TFB Advisors LLC
INCREASED14,02611,742+2,284+19%$686.8K$843.8K+$157.0K2026-11-02
Goldenstone Wealth Management LLC
DECREASED13,93513,960-250%$816.5K$838.3K+$21.8K2026-11-04
Prospera Financial Services Inc
DECREASED13,89118,396-4,505-24%$1.1M$836.6K-$239.3K2026-11-04
CoreCap Advisors, LLC
INCREASED13,72613,674+52+0%$799.8K$825.8K+$26.0K2026-10-08
Oppenheimer & Co Inc
DECREASED13,56913,628-590%$797.1K$816.3K+$19.2K2026-10-26
Clear Point Advisors Inc.
NEW13,313—+13,313——$800.9K—2026-10-30
Novem Group
UNCHANGED13,07213,07200%$764.6K$786.4K+$21.8K2026-10-19
Blue Bell Private Wealth Management, LLC
DECREASED12,81112,863-520%$752.4K$770.7K+$18.4K2026-10-29
Clearstead Advisors, LLC
DECREASED12,61212,947-335-3%$757.3K$758.7K+$1.5K2026-11-06
Strategic Blueprint, LLC
DECREASED12,38716,110-3,723-23%$942.3K$745.2K-$197.1K2026-10-22
Schulz Wealth, Ltd.
UNCHANGED11,87511,87500%$694.6K$714.4K+$19.8K2026-11-03
Farther Finance Advisors, LLC
DECREASED11,83212,068-236-2%$705.9K$711.8K+$6.0K2026-10-08
Ignite Planners, LLC
DECREASED9,77711,756-1,979-17%$687.6K$533.3K-$154.3K2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED9,2469,364-118-1%$547.7K$556.2K+$8.5K2026-11-02
Grantvest Financial Group LLC
UNCHANGED8,3488,34800%$488.3K$502.2K+$13.9K2026-10-21
Ifrah Financial Services, Inc.
DECREASED8,1218,267-146-2%$483.5K$488.6K+$5.0K2026-10-13
Atria Investments, Inc
DECREASED7,8388,047-209-3%$470.7K$471.6K+$8662026-10-15
Crusonia Wealth Advisors LLC
UNCHANGED7,5677,56700%$442.6K$455.2K+$12.6K2026-10-26
Meridian Wealth Management, LLC
UNCHANGED7,2877,28700%$426.2K$438.4K+$12.2K2026-11-05
Bullseye Investment Management, LLC
DECREASED7,2669,196-1,930-21%$537.9K$437.1K-$100.8K2026-10-29
Pinnacle Wealth Management Group, Inc.
UNCHANGED6,9956,99500%$409.1K$420.8K+$11.7K2026-10-15
Beacon Financial Group
UNCHANGED6,9166,91600%$404.5K$416.1K+$11.6K2026-10-19
Signal Advisors Wealth, LLC
DECREASED6,8566,927-71-1%$405.2K$412.5K+$7.3K2026-10-13
ForthRight Wealth Management, LLC
UNCHANGED6,8406,84000%$400.1K$411.5K+$11.4K2026-11-06
Park Avenue Securities LLC
DECREASED6,5306,807-277-4%$398.0K$393.0K-$5.0K2026-10-26
Cornerstone Wealth, LLC
DECREASED6,4406,640-200-3%$391.0K$388.4K-$2.6K2026-10-28
Lanark Financial, Inc.
DECREASED5,9556,759-804-12%$395.3K$358.3K-$37.1K2026-10-26
Accel Wealth Management
UNCHANGED5,9155,91500%$346.0K$355.8K+$9.9K2026-10-13
Brookstone Capital Management
INCREASED5,7915,482+309+6%$320.6K$348.4K+$27.7K2026-10-22
Sowell Financial Services LLC
INCREASED5,6145,532+82+1%$323.5K$337.7K+$14.2K2026-10-23
LVZ, Inc.
UNCHANGED5,1235,12300%$299.6K$308.2K+$8.6K2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED4,9354,93500%$288.6K$296.9K+$8.2K2026-10-28
Kingswood Wealth Advisors, LLC
UNCHANGED4,8664,86600%$284.6K$292.7K+$8.1K2026-10-23
StoneX Group Inc.
DECREASED4,5846,594-2,010-30%$384.7K$275.5K-$109.2K2026-11-03
B. Riley Wealth Advisors, Inc.
NEW4,525—+4,525——$272.2K—2026-10-13
Bison Wealth, LLC
DECREASED4,4644,537-73-2%$266.3K$271.3K+$5.0K2026-10-13
Legacy Solutions, LLC
UNCHANGED4,2214,22100%$246.9K$253.9K+$7.0K2026-10-07
Merit Financial Group, LLC
UNCHANGED4,0244,02400%$235.4K$242.1K+$6.7K2026-11-06
Tcfg Investment Advisors, LLC
UNCHANGED3,9753,97500%$232.5K$239.1K+$6.6K2026-10-20
Barclays PLC
UNCHANGED3,4263,42600%$200.4K$206.1K+$5.7K2026-11-06
IFP Advisors, Inc
UNCHANGED3,3603,36000%$196.5K$202.1K+$5.6K2026-10-16
Spire Wealth Management
DECREASED2,7612,961-200-7%$173.2K$166.1K-$7.1K2026-10-30
Archer Investment Corp
UNCHANGED2,1802,18000%$127.5K$131.1K+$3.6K2026-11-05
Cullen T Bankers, Inc.
UNCHANGED1,7181,71800%$100.5K$103.4K+$2.9K2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED1,1761,17600%$68.8K$70.7K+$2.0K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED56056000%$32.8K$33.7K+$9362026-10-21
Larson Financial Group LLC
INCREASED542290+252+87%$17.0K$32.6K+$15.6K2026-11-05
Evolution Wealth Management Inc.
DECREASED508785-277-35%$45.9K$30.6K-$15.4K2026-10-28
Cape Investment Advisory, Inc.
INCREASED353259+94+36%$15.1K$21.2K+$6.1K2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED20020000%$11.7K$12.0K+$3342026-11-02
Creative Financial Designs Inc
DECREASED119468-349-75%$27.4K$7.2K-$20.2K2026-11-04
Triumph Capital Management
UNCHANGED555500%$3.2K$3.3K+$922026-10-14
Arbor Capital Management Inc
CLOSED04,845-4,845-100%$282.4K$0-$282.4K2026-10-21
Sagespring Wealth Partners, LLC
CLOSED04,296-4,296-100%$251.3K$0-$251.3K2026-10-22
Integrity Alliance, Llc.
CLOSED03,963-3,963-100%$231.8K$0-$231.8K2026-10-29
Aurora Private Wealth, Inc.
CLOSED03,839-3,839-100%$225.0K$0-$225.0K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0390-390-100%$22.8K$0-$22.8K2026-10-14
Envestnet Asset Management Inc
N/A—434,282-434,282-100%$25.4M———
Cetera Investment Advisers
N/A—330,216-330,216-100%$19.3M———
LPL Financial LLC
N/A—316,530-316,530-100%$18.5M———
Osaic Holdings, Inc.
N/A—245,042-245,042-100%$14.3M———
Raymond James Financial Inc
N/A—227,401-227,401-100%$13.3M———
MML Investors Services, LLC
N/A—82,509-82,509-100%$4.8M———
OneDigital Investment Advisors LLC
N/A—59,138-59,138-100%$3.5M———
Mariner, LLC
N/A—57,983-57,983-100%$3.4M———
Bleakley Financial Group, LLC
N/A—50,115-50,115-100%$2.9M———
Faithward Advisors, LLC
N/A—49,232-49,232-100%$2.9M———
Old Mission Capital LLC
N/A—48,373-48,373-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—47,101-47,101-100%$2.8M———
Kintra Wealth, LLC
N/A—46,195-46,195-100%$2.8M———
Harbour Investments, Inc.
N/A—45,467-45,467-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—45,259-45,259-100%$2.6M———
Janney Montgomery Scott LLC
N/A—38,773-38,773-100%$2.3M———
Arkadios Wealth Advisors
N/A—35,573-35,573-100%$2.1M———
Integrity Financial Corp
N/A—34,311-34,311-100%$2.0M———
Plotkin Financial Advisors, LLC
N/A—32,658-32,658-100%$1.9M———
Stephens Inc
N/A—30,753-30,753-100%$1.8M———
FSB Premier Wealth Management, Inc.
N/A—30,256-30,256-100%$1.8M———
Ameritas Advisory Services, LLC
N/A—28,025-28,025-100%$1.6M———
Tanglewood Legacy Advisors, LLC
N/A—27,895-27,895-100%$1.6M———
JPMorgan Chase & Co
N/A—23,336-23,336-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—21,795-21,795-100%$1.3M———
Beck Capital Management, LLC
N/A—20,996-20,996-100%$1.2M———
1ST Source Bank
N/A—20,747-20,747-100%$1.2M———
Centaurus Financial, Inc.
N/A—19,728-19,728-100%$1.2M———
Oder Investment Management, LLC
N/A—19,716-19,716-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—18,730-18,730-100%$1.1M———
Harvest Investment Services, LLC
N/A—18,586-18,586-100%$1.1M———
HRT Financial LP
N/A—16,700-16,700-100%$976.0K———
Foundations Investment Advisors, LLC
N/A—16,642-16,642-100%$973.4K———
Silver OAK Securities, Incorporated
N/A—15,521-15,521-100%$907.8K———
Sanctuary Advisors, LLC
N/A—15,241-15,241-100%$891.4K———
Pitti Group Wealth Management, LLC
N/A—14,989-14,989-100%$876.7K———
Mutual Advisors, LLC
N/A—14,451-14,451-100%$845.2K———
Citadel Advisors LLC
N/A—13,800-13,800-100%$807.2K———
Benson Wealth Management Inc
N/A—13,730-13,730-100%$803.1K———
Royal Bank of Canada
N/A—13,685-13,685-100%$800.0K———
Financial Engines Advisors L.L.C.
N/A—13,200-13,200-100%$772.1K———
1776 Wealth LLC
N/A—12,657-12,657-100%$740.3K———
NewEdge Advisors, LLC
N/A—11,894-11,894-100%$695.7K———
Insigneo Advisory Services, LLC
N/A—11,575-11,575-100%$677.0K———
Keating Financial Advisory Services, Inc.
N/A—9,751-9,751-100%$570.3K———
Ogorek Anthony Joseph
N/A—9,715-9,715-100%$568.0K———
CreativeOne Wealth, LLC
N/A—9,090-9,090-100%$531.7K———
BFC Planning, Inc.
N/A—7,939-7,939-100%$464.4K———
Fiduciary Financial Advisors
N/A—7,775-7,775-100%$454.7K———
Main Street Financial Solutions, LLC
N/A—7,700-7,700-100%$450.4K———
Northeast Planning Associates, Inc. / NH /
N/A—7,658-7,658-100%$394.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,482-7,482-100%$437.6K———
Advisory Services Network, LLC
N/A—7,295-7,295-100%$426.7K———
Wealthspire Retirement, LLC
N/A—7,084-7,084-100%$414.3K———
HighTower Advisors, LLC
N/A—6,554-6,554-100%$383.3K———
Modern Wealth Management, LLC
N/A—6,000-6,000-100%$350.9K———
Snowden Capital Advisors LLC
N/A—5,898-5,898-100%$345.0K———
Savvy Advisors, Inc.
N/A—5,396-5,396-100%$315.6K———
Captrust Financial Advisors
N/A—5,200-5,200-100%$304.1K———
Focus Partners Wealth
N/A—5,094-5,094-100%$297.9K———
MAI Capital Management
N/A—4,889-4,889-100%$286.0K———
Gateway Wealth Partners, LLC
N/A—4,808-4,808-100%$281.2K———
Wood Tarver Financial Group, LLC
N/A—4,670-4,670-100%$273.0K———
Beacon Pointe Advisors, LLC
N/A—4,523-4,523-100%$264.6K———
Capasso Planning Partners LLC
N/A—4,261-4,261-100%$249.2K———
United Capital Financial Advisors, LLC
N/A—4,043-4,043-100%$236.3K———
Mercer Global Advisors Inc
N/A—4,000-4,000-100%$234.0K———
Quantinno Capital Management LP
N/A—3,728-3,728-100%$218.1K———
Allworth Financial LP
N/A—3,646-3,646-100%$213.3K———
Barnes Wealth Management Group, Inc
N/A—3,500-3,500-100%$204.7K———
AE Wealth Management LLC
N/A—2,035-2,035-100%$119.0K———
Capital Analysts, LLC
N/A—1,386-1,386-100%$81.0K———
Arax Advisory Partners
N/A—1,366-1,366-100%$79.9K———
SOA Wealth Advisors, Llc.
N/A—1,146-1,146-100%$67.0K———
IFG Advisory, LLC
N/A—1,050-1,050-100%$61.4K———
Federation des caisses Desjardins du Quebec
N/A—725-725-100%$42.4K———
Ameritas Investment Partners, Inc.
N/A—715-715-100%$41.8K———
Global Retirement Partners, LLC
N/A—675-675-100%$39.5K———
Morgan Stanley
N/A—517-517-100%$30.2K———
Continuum Advisory, LLC
N/A—207-207-100%$12.1K———
Showing 159 of 159 institutions