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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares407,050 from 358,724
Change+48,326 (+13%)
Value$19.4M (+$2.5M)
Filed 2026-11-02
MinichMacGregor Wealth Management, LLC
INCREASED
Shares214,771 from 212,745
Change+2,026 (+1%)
Value$10.2M (+$245.8K)
Filed 2026-10-14
Hartford Financial Management Inc.
DECREASED
Shares161,771 from 162,249
Change-478 (0%)
Value$7.7M (+$91.3K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares111,496 from 81,164
Change+30,332 (+37%)
Value$5.3M (+$1.5M)
Filed 2026-11-02
Reap Financial Group, LLC
INCREASED
Shares105,166 from 99,211
Change+5,955 (+6%)
Value$5.0M (+$352.9K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares92,772 from 83,232
Change+9,540 (+11%)
Value$4.4M (+$512.1K)
Filed 2026-10-28
VestGen Advisors, LLC
NEW
Shares66,021
Change+66,021
Value$3.1M
Filed 2026-10-27
Sage Capital Advisors,llc
INCREASED
Shares62,516 from 61,759
Change+757 (+1%)
Value$3.0M (+$79.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares58,390 from 58,721
Change-331 (-1%)
Value$2.8M (+$25.0K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares53,816 from 28,736
Change+25,080 (+87%)
Value$2.6M (+$1.2M)
Filed 2026-10-14
Mission Financial Group, LLC
UNCHANGED
Shares49,017 from 49,017
Change0 (0%)
Value$2.3M (+$34.4K)
Filed 2026-10-21
Santori & Peters, Inc.
INCREASED
Shares34,852 from 8,505
Change+26,347 (+310%)
Value$1.7M (+$1.3M)
Filed 2026-10-26
LifeWealth Investments, LLC
DECREASED
Shares34,565 from 37,090
Change-2,525 (-7%)
Value$1.6M (-$94.0K)
Filed 2026-10-21
Foguth Wealth Management, Llc.
DECREASED
Shares27,045 from 28,584
Change-1,539 (-5%)
Value$1.3M (-$56.0K)
Filed 2026-10-19
CFC Planning Co LLC
INCREASED
Shares26,982 from 20,336
Change+6,646 (+33%)
Value$1.3M (+$330.3K)
Filed 2026-10-28
Precedent Wealth Partners, LLC
NEW
Shares26,628
Change+26,628
Value$1.3M
Filed 2026-10-21
Miramontes Capital, LLC
DECREASED
Shares25,501 from 25,816
Change-315 (-1%)
Value$1.2M (+$3.2K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares25,465 from 21,620
Change+3,845 (+18%)
Value$1.2M (+$198.0K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares23,537 from 23,537
Change0 (0%)
Value$1.1M (+$16.5K)
Filed 2026-10-14
Grantvest Financial Group LLC
DECREASED
Shares22,978 from 24,434
Change-1,456 (-6%)
Value$1.1M (-$52.1K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares22,297
Change+22,297
Value$1.1M
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares20,530 from 14,928
Change+5,602 (+38%)
Value$976.2K (+$276.9K)
Filed 2026-10-22
Cascade Investment Group, Inc.
NEW
Shares17,021
Change+17,021
Value$809.3K
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares16,477 from 18,155
Change-1,678 (-9%)
Value$783.5K (-$67.0K)
Filed 2026-10-15
TopTier Wealth Management, LLC
UNCHANGED
Shares15,649 from 15,649
Change0 (0%)
Value$744.1K (+$11.0K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares14,325 from 10,375
Change+3,950 (+38%)
Value$625.0K (+$138.9K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares13,469 from 17,015
Change-3,546 (-21%)
Value$640.4K (-$156.7K)
Filed 2026-10-22
AlphaStar Capital Management, LLC
INCREASED
Shares13,191 from 11,298
Change+1,893 (+17%)
Value$627.2K (+$97.9K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares13,105 from 13,061
Change+44 (+0%)
Value$623.1K (+$11.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares12,657
Change+12,657
Value$606.2K
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares11,805 from 23,675
Change-11,870 (-50%)
Value$561.3K (-$547.8K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares11,065 from 10,210
Change+855 (+8%)
Value$526.1K (+$47.8K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares10,511 from 10,882
Change-371 (-3%)
Value$499.8K (-$10.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares10,102 from 11,124
Change-1,022 (-9%)
Value$480.4K (-$40.8K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares9,527 from 9,527
Change0 (0%)
Value$453.0K (+$6.7K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares8,947 from 7,979
Change+968 (+12%)
Value$425.4K (+$51.6K)
Filed 2026-10-28
Mayfair Advisory Group, LLC
UNCHANGED
Shares8,730 from 8,730
Change0 (0%)
Value$415.1K (+$4.8K)
Filed 2026-10-20
Sound Income Strategies, LLC
UNCHANGED
Shares8,304 from 8,304
Change0 (0%)
Value$397.7K (+$8.7K)
Filed 2026-10-09
Uptick Partners, LLC
INCREASED
Shares7,888 from 5,027
Change+2,861 (+57%)
Value$375.1K (+$139.6K)
Filed 2026-11-04
IMG Wealth Management, Inc.
UNCHANGED
Shares7,853 from 7,853
Change0 (0%)
Value$373.4K (+$5.5K)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares6,544 from 6,544
Change0 (0%)
Value$311.2K (+$4.6K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$289.1K (+$4.3K)
Filed 2026-10-16
Trek Financial, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$280.5K (+$4.1K)
Filed 2026-10-29
Old Port Advisors
DECREASED
Shares5,778 from 6,028
Change-250 (-4%)
Value$274.7K (-$7.7K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares5,771 from 5,723
Change+48 (+1%)
Value$274.0K (+$6.0K)
Filed 2026-10-26
First Heartland Consultants, Inc.
DECREASED
Shares4,911 from 4,985
Change-74 (-1%)
Value$233.5K (-$17)
Filed 2026-10-08
Quartz Partners, LLC
DECREASED
Shares4,776 from 5,091
Change-315 (-6%)
Value$227.1K (-$11.4K)
Filed 2026-11-03
Keystone Wealth Services, LLC
UNCHANGED
Shares4,431 from 4,431
Change0 (0%)
Value$210.7K (+$3.2K)
Filed 2026-11-03
Oppenheimer & Co Inc
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$210.2K (+$3.1K)
Filed 2026-10-26
Commonwealth Financial Services, LLC
DECREASED
Shares4,354 from 10,339
Change-5,985 (-58%)
Value$207.0K (-$277.3K)
Filed 2026-10-20
Meridian Wealth Management, LLC
NEW
Shares4,250
Change+4,250
Value$202.1K
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$190.2K (+$2.8K)
Filed 2026-10-01
Triumph Capital Management
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$187.4K (+$2.8K)
Filed 2026-10-14
MTM Investment Management, LLC
DECREASED
Shares3,005 from 3,155
Change-150 (-5%)
Value$142.9K (-$4.9K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$139.5K (+$2.1K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$118.9K (+$1.8K)
Filed 2026-11-03
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$111.4K (+$1.8K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares2,128 from 1,588
Change+540 (+34%)
Value$101.2K (+$26.8K)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$68.3K (+$1.0K)
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$60.1K (+$887)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$53.0K (+$782)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares1,092 from 1,210
Change-118 (-10%)
Value$51.9K (-$4.8K)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares778 from 734
Change+44 (+6%)
Value$37.0K (+$2.6K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$34.0K (+$502)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$15.9K (+$235)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares233
Change+233
Value$11.1K
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 6,352
Change-6,352 (-100%)
Value$0 (-$297.7K)
Filed 2026-10-21
Prospera Financial Services Inc
CLOSED
Shares0 from 4,325
Change-4,325 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$30.5K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 207,125
Change-207,125 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 190,083
Change-190,083 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 145,038
Change-145,038 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 113,974
Change-113,974 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 94,504
Change-94,504 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 83,232
Change-83,232 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,938
Change-59,938 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 59,449
Change-59,449 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 47,252
Change-47,252 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 43,194
Change-43,194 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 41,618
Change-41,618 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,361
Change-39,361 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 36,670
Change-36,670 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 33,696
Change-33,696 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 29,054
Change-29,054 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,133
Change-28,133 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,696
Change-27,696 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 26,597
Change-26,597 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 20,568
Change-20,568 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 17,926
Change-17,926 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,998
Change-15,998 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,140
Change-14,140 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,749
Change-9,749 (-100%)
Value—
&partners
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,826
Change-7,826 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,077
Change-7,077 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 825
Change-825 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 350
Change-350 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED407,050358,724+48,326+13%$16.8M$19.4M+$2.5M2026-11-02
MinichMacGregor Wealth Management, LLC
INCREASED214,771212,745+2,026+1%$10.0M$10.2M+$245.8K2026-10-14
Hartford Financial Management Inc.
DECREASED161,771162,249-4780%$7.6M$7.7M+$91.3K2026-10-21
Kestra Advisory Services, LLC
INCREASED111,49681,164+30,332+37%$3.8M$5.3M+$1.5M2026-11-02
Reap Financial Group, LLC
INCREASED105,16699,211+5,955+6%$4.6M$5.0M+$352.9K2026-11-02
Founders Financial Securities LLC
INCREASED92,77283,232+9,540+11%$3.9M$4.4M+$512.1K2026-10-28
VestGen Advisors, LLC
NEW66,021—+66,021——$3.1M—2026-10-27
Sage Capital Advisors,llc
INCREASED62,51661,759+757+1%$2.9M$3.0M+$79.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED58,39058,721-331-1%$2.8M$2.8M+$25.0K2026-11-02
Ignite Planners, LLC
INCREASED53,81628,736+25,080+87%$1.3M$2.6M+$1.2M2026-10-14
Mission Financial Group, LLC
UNCHANGED49,01749,01700%$2.3M$2.3M+$34.4K2026-10-21
Santori & Peters, Inc.
INCREASED34,8528,505+26,347+310%$398.4K$1.7M+$1.3M2026-10-26
LifeWealth Investments, LLC
DECREASED34,56537,090-2,525-7%$1.7M$1.6M-$94.0K2026-10-21
Foguth Wealth Management, Llc.
DECREASED27,04528,584-1,539-5%$1.3M$1.3M-$56.0K2026-10-19
CFC Planning Co LLC
INCREASED26,98220,336+6,646+33%$952.7K$1.3M+$330.3K2026-10-28
Precedent Wealth Partners, LLC
NEW26,628—+26,628——$1.3M—2026-10-21
Miramontes Capital, LLC
DECREASED25,50125,816-315-1%$1.2M$1.2M+$3.2K2026-10-19
Truist Financial Corp
INCREASED25,46521,620+3,845+18%$1.0M$1.2M+$198.0K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED23,53723,53700%$1.1M$1.1M+$16.5K2026-10-14
Grantvest Financial Group LLC
DECREASED22,97824,434-1,456-6%$1.1M$1.1M-$52.1K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
NEW22,297—+22,297——$1.1M—2026-10-15
Strategic Blueprint, LLC
INCREASED20,53014,928+5,602+38%$699.3K$976.2K+$276.9K2026-10-22
Cascade Investment Group, Inc.
NEW17,021—+17,021——$809.3K—2026-10-13
Atria Investments, Inc
DECREASED16,47718,155-1,678-9%$850.5K$783.5K-$67.0K2026-10-15
TopTier Wealth Management, LLC
UNCHANGED15,64915,64900%$733.1K$744.1K+$11.0K2026-10-16
Sigma Planning Corp
INCREASED14,32510,375+3,950+38%$486.1K$625.0K+$138.9K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED13,46917,015-3,546-21%$797.1K$640.4K-$156.7K2026-10-22
AlphaStar Capital Management, LLC
INCREASED13,19111,298+1,893+17%$529.3K$627.2K+$97.9K2026-10-16
RFG Advisory, LLC
INCREASED13,10513,061+44+0%$611.9K$623.1K+$11.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW12,657—+12,657——$606.2K—2026-10-13
Sowell Financial Services LLC
DECREASED11,80523,675-11,870-50%$1.1M$561.3K-$547.8K2026-10-23
Spire Wealth Management
INCREASED11,06510,210+855+8%$478.3K$526.1K+$47.8K2026-10-30
IFP Advisors, Inc
DECREASED10,51110,882-371-3%$509.8K$499.8K-$10.0K2026-10-16
Farther Finance Advisors, LLC
DECREASED10,10211,124-1,022-9%$521.1K$480.4K-$40.8K2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED9,5279,52700%$446.3K$453.0K+$6.7K2026-10-28
MGO One Seven LLC
INCREASED8,9477,979+968+12%$373.8K$425.4K+$51.6K2026-10-28
Mayfair Advisory Group, LLC
UNCHANGED8,7308,73000%$410.3K$415.1K+$4.8K2026-10-20
Sound Income Strategies, LLC
UNCHANGED8,3048,30400%$389.0K$397.7K+$8.7K2026-10-09
Uptick Partners, LLC
INCREASED7,8885,027+2,861+57%$235.5K$375.1K+$139.6K2026-11-04
IMG Wealth Management, Inc.
UNCHANGED7,8537,85300%$367.9K$373.4K+$5.5K2026-10-27
Evolution Wealth Management Inc.
UNCHANGED6,5446,54400%$306.6K$311.2K+$4.6K2026-10-28
McKinley Carter Wealth Services, Inc.
UNCHANGED6,0806,08000%$284.8K$289.1K+$4.3K2026-10-16
Trek Financial, LLC
UNCHANGED5,9005,90000%$276.4K$280.5K+$4.1K2026-10-29
Old Port Advisors
DECREASED5,7786,028-250-4%$282.4K$274.7K-$7.7K2026-10-23
Park Avenue Securities LLC
INCREASED5,7715,723+48+1%$268.0K$274.0K+$6.0K2026-10-26
First Heartland Consultants, Inc.
DECREASED4,9114,985-74-1%$233.5K$233.5K-$172026-10-08
Quartz Partners, LLC
DECREASED4,7765,091-315-6%$238.5K$227.1K-$11.4K2026-11-03
Keystone Wealth Services, LLC
UNCHANGED4,4314,43100%$207.6K$210.7K+$3.2K2026-11-03
Oppenheimer & Co Inc
UNCHANGED4,4204,42000%$207.1K$210.2K+$3.1K2026-10-26
Commonwealth Financial Services, LLC
DECREASED4,35410,339-5,985-58%$484.4K$207.0K-$277.3K2026-10-20
Meridian Wealth Management, LLC
NEW4,250—+4,250——$202.1K—2026-11-05
Noble Wealth Management PBC
UNCHANGED4,0004,00000%$187.4K$190.2K+$2.8K2026-10-01
Triumph Capital Management
UNCHANGED3,9423,94200%$184.7K$187.4K+$2.8K2026-10-14
MTM Investment Management, LLC
DECREASED3,0053,155-150-5%$147.8K$142.9K-$4.9K2026-10-30
Creative Financial Designs Inc
UNCHANGED2,9342,93400%$137.5K$139.5K+$2.1K2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED2,5002,50000%$117.1K$118.9K+$1.8K2026-11-03
MeadowBrook Investment Advisors LLC
UNCHANGED2,3402,34000%$109.6K$111.4K+$1.8K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED2,1281,588+540+34%$74.4K$101.2K+$26.8K2026-10-30
Larson Financial Group LLC
UNCHANGED1,4361,43600%$67.3K$68.3K+$1.0K2026-11-05
Fifth Third Bancorp
UNCHANGED1,2631,26300%$59.2K$60.1K+$8872026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED1,1141,11400%$52.2K$53.0K+$7822026-11-04
CoreCap Advisors, LLC
DECREASED1,0921,210-118-10%$56.7K$51.9K-$4.8K2026-10-08
Lanark Financial, Inc.
INCREASED778734+44+6%$34.4K$37.0K+$2.6K2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED71571500%$33.5K$34.0K+$5022026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED33433400%$15.6K$15.9K+$2352026-10-23
Rossby Financial, LCC
NEW233—+233——$11.1K—2026-11-05
Arbor Capital Management Inc
CLOSED06,352-6,352-100%$297.7K$0-$297.7K2026-10-21
Prospera Financial Services Inc
CLOSED04,325-4,325-100%$202.6K$0-$202.6K2026-11-04
Bullseye Investment Management, LLC
CLOSED01,000-1,000-100%$46.8K$0-$46.8K2026-10-29
AdvisorNet Financial, Inc
CLOSED0650-650-100%$30.5K$0-$30.5K2026-10-15
International Assets Investment Management, LLC
CLOSED052-52-100%$2.4K$0-$2.4K2026-11-02
Envestnet Asset Management Inc
N/A—207,125-207,125-100%$9.7M———
LPL Financial LLC
N/A—190,083-190,083-100%$8.9M———
Cetera Investment Advisers
N/A—145,038-145,038-100%$6.8M———
Osaic Holdings, Inc.
N/A—113,974-113,974-100%$5.3M———
Bluespring Wealth Management, LLC
N/A—94,504-94,504-100%$4.4M———
Horizon Investments, LLC
N/A—83,232-83,232-100%$3.9M———
Mariner, LLC
N/A—59,938-59,938-100%$2.8M———
Prosperity Consulting Group, LLC
N/A—59,449-59,449-100%$2.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—47,252-47,252-100%$2.2M———
Harbour Investments, Inc.
N/A—43,194-43,194-100%$2.0M———
Janney Montgomery Scott LLC
N/A—41,618-41,618-100%$2.0M———
MML Investors Services, LLC
N/A—39,361-39,361-100%$1.8M———
Wood Tarver Financial Group, LLC
N/A—36,670-36,670-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—33,696-33,696-100%$1.6M———
Raymond James Financial Inc
N/A—31,896-31,896-100%$1.5M———
Mutual Advisors, LLC
N/A—29,054-29,054-100%$1.4M———
Susquehanna International Group, LLP
N/A—28,133-28,133-100%$1.3M———
Kovack Advisors, Inc.
N/A—27,696-27,696-100%$1.3M———
Nova Wealth Management, Inc.
N/A—26,597-26,597-100%$1.2M———
Integrity Financial Corp
N/A—20,568-20,568-100%$963.6K———
JPMorgan Chase & Co
N/A—19,982-19,982-100%$934.0K———
Camelot Portfolios, LLC
N/A—17,926-17,926-100%$839.8K———
HighTower Advisors, LLC
N/A—15,998-15,998-100%$749.5K———
Integrated Wealth Concepts LLC
N/A—15,195-15,195-100%$711.8K———
Waverly Advisors, LLC
N/A—14,140-14,140-100%$662.4K———
1ST Source Bank
N/A—13,000-13,000-100%$609.0K———
Tanglewood Legacy Advisors, LLC
N/A—10,946-10,946-100%$512.8K———
OneDigital Investment Advisors LLC
N/A—9,749-9,749-100%$456.7K———
&partners
N/A—9,437-9,437-100%$442.1K———
Wealthgarden F.S. LLC
N/A—9,379-9,379-100%$439.4K———
Lakeridge Wealth Management LLC
N/A—9,045-9,045-100%$423.7K———
Cary Street Partners Financial LLC
N/A—8,548-8,548-100%$400.5K———
AQR Capital Management LLC
N/A—8,469-8,469-100%$396.8K———
Silver OAK Securities, Incorporated
N/A—7,826-7,826-100%$366.6K———
Sun Financial Inc
N/A—7,381-7,381-100%$350.2K———
EP Wealth Advisors, LLC
N/A—7,077-7,077-100%$331.5K———
NewEdge Advisors, LLC
N/A—6,193-6,193-100%$290.1K———
Octavia Wealth Advisors, LLC
N/A—6,080-6,080-100%$284.8K———
Advance Capital Management, Inc.
N/A—5,411-5,411-100%$253.5K———
Per Stirling Capital Management, Llc.
N/A—5,378-5,378-100%$252.0K———
Foundations Investment Advisors, LLC
N/A—5,055-5,055-100%$236.8K———
Arkadios Wealth Advisors
N/A—4,622-4,622-100%$216.5K———
Benson Wealth Management Inc
N/A—3,397-3,397-100%$159.1K———
Barclays PLC
N/A—3,304-3,304-100%$154.8K———
Fiduciary Financial Advisors
N/A—2,590-2,590-100%$121.3K———
Oakmont Advisory Group, LLC
N/A—1,873-1,873-100%$87.7K———
SOA Wealth Advisors, Llc.
N/A—1,832-1,832-100%$85.8K———
AE Wealth Management LLC
N/A—1,341-1,341-100%$62.8K———
Geneos Wealth Management Inc.
N/A—825-825-100%$38.6K———
Topsail Wealth Management, LLC
N/A—800-800-100%$37.5K———
Steward Partners Investment Advisory, LLC
N/A—755-755-100%$35.4K———
Morgan Stanley
N/A—350-350-100%$16.4K———
Smartleaf Asset Management LLC
N/A—155-155-100%$7.2K———
Global Retirement Partners, LLC
N/A—142-142-100%$6.7K———
Showing 125 of 125 institutions