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FT Vest U.S. Equity Buffer E (FAUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares313,762 from 291,065
Change+22,697 (+8%)
Value$18.1M (+$1.6M)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares251,486 from 245,697
Change+5,789 (+2%)
Value$14.5M (+$605.0K)
Filed 2026-10-21
Atria Investments, Inc
NEW
Shares159,333
Change+159,333
Value$9.2M
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares131,626 from 121,769
Change+9,857 (+8%)
Value$7.6M (+$702.4K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares131,521 from 148,704
Change-17,183 (-12%)
Value$7.6M (-$825.6K)
Filed 2026-10-22
Reap Financial Group, LLC
INCREASED
Shares131,345 from 121,677
Change+9,668 (+8%)
Value$7.6M (+$691.4K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares118,858 from 118,084
Change+774 (+1%)
Value$6.8M (+$175.1K)
Filed 2026-10-21
BAM Wealth Management, LLC
NEW
Shares91,221
Change+91,221
Value$5.3M
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares81,737 from 75,829
Change+5,908 (+8%)
Value$4.7M (+$424.2K)
Filed 2026-11-02
Ignite Planners, LLC
DECREASED
Shares76,276 from 79,897
Change-3,621 (-5%)
Value$4.3M (-$197.4K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares68,958 from 64,157
Change+4,801 (+7%)
Value$4.0M (+$348.0K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares56,056 from 50,759
Change+5,297 (+10%)
Value$3.2M (+$367.7K)
Filed 2026-11-03
Sage Capital Advisors,llc
INCREASED
Shares42,580 from 41,993
Change+587 (+1%)
Value$2.5M (+$80.2K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares41,246 from 34,687
Change+6,559 (+19%)
Value$2.4M (+$416.2K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares37,599 from 34,351
Change+3,248 (+9%)
Value$2.2M (+$256.3K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares36,288 from 32,080
Change+4,208 (+13%)
Value$2.1M (+$277.9K)
Filed 2026-10-08
Founders Financial Securities LLC
INCREASED
Shares34,344 from 30,359
Change+3,985 (+13%)
Value$2.0M (+$263.1K)
Filed 2026-10-28
Synergy Asset Management, LLC
DECREASED
Shares33,921 from 89,954
Change-56,033 (-62%)
Value$2.0M (-$3.1M)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares32,084 from 8,298
Change+23,786 (+287%)
Value$1.8M (+$1.4M)
Filed 2026-10-22
Sloy Dahl & Holst, LLC
DECREASED
Shares29,910 from 30,585
Change-675 (-2%)
Value$1.7M (-$5.1K)
Filed 2026-10-14
Accel Wealth Management
DECREASED
Shares28,174 from 29,589
Change-1,415 (-5%)
Value$1.6M (-$48.8K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares28,075 from 21,095
Change+6,980 (+33%)
Value$1.6M (+$425.4K)
Filed 2026-10-30
FWG Investments, Llc.
INCREASED
Shares25,992 from 21,657
Change+4,335 (+20%)
Value$1.5M (+$273.7K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares22,204 from 26,481
Change-4,277 (-16%)
Value$1.3M (-$217.1K)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares21,366 from 21,366
Change0 (0%)
Value$1.2M (+$23.6K)
Filed 2026-10-29
Mission Financial Group, LLC
INCREASED
Shares21,340 from 20,858
Change+482 (+2%)
Value$1.2M (+$50.8K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares17,567 from 16,650
Change+917 (+6%)
Value$1.0M (+$71.2K)
Filed 2026-11-03
ERn Financial, LLC
DECREASED
Shares17,073 from 17,718
Change-645 (-4%)
Value$983.6K (-$17.6K)
Filed 2026-10-28
Grant Street Asset Management, Inc.
UNCHANGED
Shares16,887 from 16,887
Change0 (0%)
Value$972.9K (+$18.7K)
Filed 2026-10-26
Legacy Solutions, LLC
UNCHANGED
Shares16,073 from 16,073
Change0 (0%)
Value$926.0K (+$17.8K)
Filed 2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED
Shares15,021 from 15,038
Change-17 (0%)
Value$865.4K (+$15.6K)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
DECREASED
Shares14,788 from 14,878
Change-90 (-1%)
Value$851.9K (+$11.3K)
Filed 2026-10-16
TFB Advisors LLC
INCREASED
Shares14,552 from 12,155
Change+2,397 (+20%)
Value$838.3K (+$151.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares14,313 from 12,787
Change+1,526 (+12%)
Value$824.6K (+$102.0K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares14,255 from 14,121
Change+134 (+1%)
Value$821.2K (+$23.3K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,979 from 13,674
Change+305 (+2%)
Value$805.3K (+$32.7K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares13,818 from 12,253
Change+1,565 (+13%)
Value$796.1K (+$103.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,603 from 7,672
Change+5,931 (+77%)
Value$791.7K (+$355.8K)
Filed 2026-10-13
Uptick Partners, LLC
INCREASED
Shares12,964 from 3,608
Change+9,356 (+259%)
Value$746.8K (+$543.0K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares12,600 from 11,570
Change+1,030 (+9%)
Value$725.9K (+$72.2K)
Filed 2026-10-29
Diligent Investors, LLC
NEW
Shares12,530
Change+12,530
Value$721.9K
Filed 2026-10-21
Aurora Private Wealth, Inc.
UNCHANGED
Shares11,597 from 11,597
Change0 (0%)
Value$668.0K (+$13.0K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares11,340 from 11,340
Change0 (0%)
Value$653.3K (+$12.5K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares11,252 from 10,566
Change+686 (+6%)
Value$648.2K (+$51.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares11,055 from 7,205
Change+3,850 (+53%)
Value$636.9K (+$229.8K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares10,561 from 8,921
Change+1,640 (+18%)
Value$608.0K (+$104.0K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares10,203 from 5,920
Change+4,283 (+72%)
Value$587.8K (+$253.3K)
Filed 2026-10-28
Brookstone Capital Management
NEW
Shares10,100
Change+10,100
Value$581.9K
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares9,693 from 9,227
Change+466 (+5%)
Value$558.4K (+$37.0K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares9,225 from 8,748
Change+477 (+5%)
Value$531.5K (+$37.1K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares9,042 from 8,230
Change+812 (+10%)
Value$520.9K (+$55.9K)
Filed 2026-10-26
Beacon Financial Advisory LLC
DECREASED
Shares8,879 from 9,664
Change-785 (-8%)
Value$511.5K (-$34.5K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares8,822 from 9,544
Change-722 (-8%)
Value$508.2K (-$31.0K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
INCREASED
Shares7,734 from 4,164
Change+3,570 (+86%)
Value$445.6K (+$210.3K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares7,674 from 7,761
Change-87 (-1%)
Value$442.9K (+$3.4K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED
Shares7,622 from 6,955
Change+667 (+10%)
Value$439.1K (+$46.1K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares7,264 from 8,787
Change-1,523 (-17%)
Value$416.5K (-$80.3K)
Filed 2026-11-04
Clear Point Advisors Inc.
NEW
Shares7,142
Change+7,142
Value$411.5K
Filed 2026-10-30
Cambridge Advisors Inc.
DECREASED
Shares6,585 from 6,980
Change-395 (-6%)
Value$379.4K (-$15.0K)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
INCREASED
Shares6,396 from 5,333
Change+1,063 (+20%)
Value$368.5K (+$67.1K)
Filed 2026-10-23
Schulz Wealth, Ltd.
UNCHANGED
Shares6,247 from 6,247
Change0 (0%)
Value$359.9K (+$6.9K)
Filed 2026-11-03
Stolz & Associates, PS
UNCHANGED
Shares5,888 from 5,888
Change0 (0%)
Value$339.2K (+$6.5K)
Filed 2026-11-05
Simplicity Wealth,LLC
UNCHANGED
Shares5,742 from 5,742
Change0 (0%)
Value$330.8K (+$6.3K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares5,472 from 5,472
Change0 (0%)
Value$315.2K (+$6.0K)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares5,414 from 8,608
Change-3,194 (-37%)
Value$311.9K (-$174.5K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
UNCHANGED
Shares5,254 from 5,254
Change0 (0%)
Value$303.9K (+$8.1K)
Filed 2026-10-22
Quantum Private Wealth, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$299.6K (+$5.7K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares5,187
Change+5,187
Value$298.0K
Filed 2026-11-03
LifeWealth Investments, LLC
UNCHANGED
Shares5,166 from 5,166
Change0 (0%)
Value$297.6K (+$5.7K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares5,099 from 5,233
Change-134 (-3%)
Value$293.8K (-$1.9K)
Filed 2026-11-05
Grantvest Financial Group LLC
DECREASED
Shares5,068 from 5,435
Change-367 (-7%)
Value$292.0K (-$15.1K)
Filed 2026-10-21
Meridian Wealth Management, LLC
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$285.7K (+$5.5K)
Filed 2026-11-05
Bison Wealth, LLC
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$287.1K (+$8.5K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares4,889 from 4,924
Change-35 (-1%)
Value$281.7K (+$3.4K)
Filed 2026-11-04
TCP Asset Management, LLC
DECREASED
Shares4,771 from 4,873
Change-102 (-2%)
Value$276.4K (+$1.0K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares4,480 from 4,480
Change0 (0%)
Value$258.1K (+$5.0K)
Filed 2026-10-30
Wedbush Securities Inc
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$249.0K (+$4.0K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,287 from 4,287
Change0 (0%)
Value$247.0K (+$4.7K)
Filed 2026-10-28
Ifrah Financial Services, Inc.
DECREASED
Shares4,126 from 4,199
Change-73 (-2%)
Value$237.7K (+$415)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares3,933 from 37,007
Change-33,074 (-89%)
Value$226.6K (-$1.9M)
Filed 2026-11-04
LVZ, Inc.
UNCHANGED
Shares3,907 from 3,907
Change0 (0%)
Value$225.1K (+$4.3K)
Filed 2026-10-20
Great Diamond Partners, LLC
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$221.8K (+$4.3K)
Filed 2026-10-13
QTR Family Wealth, LLC
UNCHANGED
Shares3,643 from 3,643
Change0 (0%)
Value$209.9K (+$4.0K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares3,595 from 3,705
Change-110 (-3%)
Value$207.1K (-$2.2K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$174.8K (+$3.4K)
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$123.9K (+$2.4K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$110.7K (+$2.1K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares1,469 from 1,346
Change+123 (+9%)
Value$84.6K (+$8.6K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$64.2K (+$1.2K)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$57.8K (+$1.2K)
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$36.7K (+$704)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares405
Change+405
Value$23.3K
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares365 from 270
Change+95 (+35%)
Value$21.0K (+$5.8K)
Filed 2026-10-13
Compass Financial Management LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$15.3K (+$72)
Filed 2026-10-30
Reicon Wealth Advisors, LLC
DECREASED
Shares76 from 167
Change-91 (-54%)
Value$4.4K (-$5.1K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.2K (+$62)
Filed 2026-10-14
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 8,155
Change-8,155 (-100%)
Value$0 (-$460.8K)
Filed 2026-10-01
Arbor Capital Management Inc
CLOSED
Shares0 from 5,428
Change-5,428 (-100%)
Value$0 (-$306.5K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$39.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-02
Raymond James Financial Inc
N/A
Shares— from 269,545
Change-269,545 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 199,452
Change-199,452 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 183,714
Change-183,714 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 177,108
Change-177,108 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 91,941
Change-91,941 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 83,267
Change-83,267 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 73,340
Change-73,340 (-100%)
Value—
Stephens Inc
N/A
Shares— from 45,786
Change-45,786 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 44,969
Change-44,969 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,718
Change-37,718 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 34,806
Change-34,806 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 33,625
Change-33,625 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 32,291
Change-32,291 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 29,858
Change-29,858 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 29,121
Change-29,121 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,764
Change-28,764 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,378
Change-26,378 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,698
Change-25,698 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,030
Change-25,030 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 23,315
Change-23,315 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,577
Change-22,577 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 21,296
Change-21,296 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 20,671
Change-20,671 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 19,495
Change-19,495 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,434
Change-19,434 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 16,491
Change-16,491 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,437
Change-15,437 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 15,069
Change-15,069 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,179
Change-14,179 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,713
Change-13,713 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,401
Change-12,401 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,851
Change-11,851 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 11,557
Change-11,557 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,372
Change-11,372 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,468
Change-10,468 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,907
Change-8,907 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,739
Change-7,739 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 684
Change-684 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34
Change-34 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Assetmark, Inc
INCREASED313,762291,065+22,697+8%$16.4M$18.1M+$1.6M2026-10-21
Wealthcare Advisory Partners LLC
INCREASED251,486245,697+5,789+2%$13.9M$14.5M+$605.0K2026-10-21
Atria Investments, Inc
NEW159,333—+159,333——$9.2M—2026-10-15
Commonwealth Equity Services, LLC
INCREASED131,626121,769+9,857+8%$6.9M$7.6M+$702.4K2026-11-02
MBL Wealth, LLC
DECREASED131,521148,704-17,183-12%$8.4M$7.6M-$825.6K2026-10-22
Reap Financial Group, LLC
INCREASED131,345121,677+9,668+8%$6.9M$7.6M+$691.4K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED118,858118,084+774+1%$6.7M$6.8M+$175.1K2026-10-21
BAM Wealth Management, LLC
NEW91,221—+91,221——$5.3M—2026-10-15
Kestra Advisory Services, LLC
INCREASED81,73775,829+5,908+8%$4.3M$4.7M+$424.2K2026-11-02
Ignite Planners, LLC
DECREASED76,27679,897-3,621-5%$4.5M$4.3M-$197.4K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED68,95864,157+4,801+7%$3.6M$4.0M+$348.0K2026-11-02
Keystone Wealth Services, LLC
INCREASED56,05650,759+5,297+10%$2.9M$3.2M+$367.7K2026-11-03
Sage Capital Advisors,llc
INCREASED42,58041,993+587+1%$2.4M$2.5M+$80.2K2026-10-13
Integrated Advisors Network LLC
INCREASED41,24634,687+6,559+19%$2.0M$2.4M+$416.2K2026-10-20
Fragasso Financial Advisors Inc
INCREASED37,59934,351+3,248+9%$1.9M$2.2M+$256.3K2026-10-13
First Heartland Consultants, Inc.
INCREASED36,28832,080+4,208+13%$1.8M$2.1M+$277.9K2026-10-08
Founders Financial Securities LLC
INCREASED34,34430,359+3,985+13%$1.7M$2.0M+$263.1K2026-10-28
Synergy Asset Management, LLC
DECREASED33,92189,954-56,033-62%$5.1M$2.0M-$3.1M2026-11-05
Strategic Blueprint, LLC
INCREASED32,0848,298+23,786+287%$468.9K$1.8M+$1.4M2026-10-22
Sloy Dahl & Holst, LLC
DECREASED29,91030,585-675-2%$1.7M$1.7M-$5.1K2026-10-14
Accel Wealth Management
DECREASED28,17429,589-1,415-5%$1.7M$1.6M-$48.8K2026-10-13
Truist Financial Corp
INCREASED28,07521,095+6,980+33%$1.2M$1.6M+$425.4K2026-10-30
FWG Investments, Llc.
INCREASED25,99221,657+4,335+20%$1.2M$1.5M+$273.7K2026-11-03
Beacon Financial Group
DECREASED22,20426,481-4,277-16%$1.5M$1.3M-$217.1K2026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED21,36621,36600%$1.2M$1.2M+$23.6K2026-10-29
Mission Financial Group, LLC
INCREASED21,34020,858+482+2%$1.2M$1.2M+$50.8K2026-10-21
RFG Advisory, LLC
INCREASED17,56716,650+917+6%$940.8K$1.0M+$71.2K2026-11-03
ERn Financial, LLC
DECREASED17,07317,718-645-4%$1.0M$983.6K-$17.6K2026-10-28
Grant Street Asset Management, Inc.
UNCHANGED16,88716,88700%$954.2K$972.9K+$18.7K2026-10-26
Legacy Solutions, LLC
UNCHANGED16,07316,07300%$908.2K$926.0K+$17.8K2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED15,02115,038-170%$849.7K$865.4K+$15.6K2026-10-16
Onyx Bridge Wealth Group LLC
DECREASED14,78814,878-90-1%$840.7K$851.9K+$11.3K2026-10-16
TFB Advisors LLC
INCREASED14,55212,155+2,397+20%$686.8K$838.3K+$151.5K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED14,31312,787+1,526+12%$722.6K$824.6K+$102.0K2026-10-16
CoreCap Advisors, LLC
INCREASED14,25514,121+134+1%$797.9K$821.2K+$23.3K2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED13,97913,674+305+2%$772.6K$805.3K+$32.7K2026-10-23
Sowell Financial Services LLC
INCREASED13,81812,253+1,565+13%$692.4K$796.1K+$103.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED13,6037,672+5,931+77%$435.9K$791.7K+$355.8K2026-10-13
Uptick Partners, LLC
INCREASED12,9643,608+9,356+259%$203.9K$746.8K+$543.0K2026-11-04
Integrity Alliance, Llc.
INCREASED12,60011,570+1,030+9%$653.8K$725.9K+$72.2K2026-10-29
Diligent Investors, LLC
NEW12,530—+12,530——$721.9K—2026-10-21
Aurora Private Wealth, Inc.
UNCHANGED11,59711,59700%$655.0K$668.0K+$13.0K2026-10-20
Gerber Kawasaki Wealth & Investment Management
UNCHANGED11,34011,34000%$640.8K$653.3K+$12.5K2026-10-29
Apollon Wealth Management, LLC
INCREASED11,25210,566+686+6%$597.0K$648.2K+$51.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED11,0557,205+3,850+53%$407.1K$636.9K+$229.8K2026-10-30
Park Avenue Securities LLC
INCREASED10,5618,921+1,640+18%$504.0K$608.0K+$104.0K2026-10-26
MGO One Seven LLC
INCREASED10,2035,920+4,283+72%$334.5K$587.8K+$253.3K2026-10-28
Brookstone Capital Management
NEW10,100—+10,100——$581.9K—2026-10-22
Signal Advisors Wealth, LLC
INCREASED9,6939,227+466+5%$521.4K$558.4K+$37.0K2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED9,2258,748+477+5%$494.3K$531.5K+$37.1K2026-11-02
Lanark Financial, Inc.
INCREASED9,0428,230+812+10%$465.0K$520.9K+$55.9K2026-10-26
Beacon Financial Advisory LLC
DECREASED8,8799,664-785-8%$546.1K$511.5K-$34.5K2026-10-16
Farther Finance Advisors, LLC
DECREASED8,8229,544-722-8%$539.3K$508.2K-$31.0K2026-10-08
Clear Creek Financial Management, LLC
INCREASED7,7344,164+3,570+86%$235.3K$445.6K+$210.3K2026-10-28
Foguth Wealth Management, Llc.
DECREASED7,6747,761-87-1%$439.5K$442.9K+$3.4K2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED7,6226,955+667+10%$393.0K$439.1K+$46.1K2026-10-14
Prospera Financial Services Inc
DECREASED7,2648,787-1,523-17%$496.9K$416.5K-$80.3K2026-11-04
Clear Point Advisors Inc.
NEW7,142—+7,142——$411.5K—2026-10-30
Cambridge Advisors Inc.
DECREASED6,5856,980-395-6%$394.4K$379.4K-$15.0K2026-10-19
Dhjj Financial Advisors, Ltd.
INCREASED6,3965,333+1,063+20%$301.3K$368.5K+$67.1K2026-10-23
Schulz Wealth, Ltd.
UNCHANGED6,2476,24700%$353.0K$359.9K+$6.9K2026-11-03
Stolz & Associates, PS
UNCHANGED5,8885,88800%$332.7K$339.2K+$6.5K2026-11-05
Simplicity Wealth,LLC
UNCHANGED5,7425,74200%$324.5K$330.8K+$6.3K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED5,4725,47200%$309.2K$315.2K+$6.0K2026-10-27
Citizens Financial Group Inc
DECREASED5,4148,608-3,194-37%$486.4K$311.9K-$174.5K2026-10-23
Symphony Financial, Ltd. Co.
UNCHANGED5,2545,25400%$295.8K$303.9K+$8.1K2026-10-22
Quantum Private Wealth, LLC
UNCHANGED5,2005,20000%$293.8K$299.6K+$5.7K2026-10-20
StoneX Group Inc.
NEW5,187—+5,187——$298.0K—2026-11-03
LifeWealth Investments, LLC
UNCHANGED5,1665,16600%$291.9K$297.6K+$5.7K2026-10-21
Archer Investment Corp
DECREASED5,0995,233-134-3%$295.7K$293.8K-$1.9K2026-11-05
Grantvest Financial Group LLC
DECREASED5,0685,435-367-7%$307.1K$292.0K-$15.1K2026-10-21
Meridian Wealth Management, LLC
UNCHANGED4,9604,96000%$280.3K$285.7K+$5.5K2026-11-05
Bison Wealth, LLC
UNCHANGED4,9154,91500%$278.6K$287.1K+$8.5K2026-10-13
Csenge Advisory Group
DECREASED4,8894,924-35-1%$278.2K$281.7K+$3.4K2026-11-04
TCP Asset Management, LLC
DECREASED4,7714,873-102-2%$275.3K$276.4K+$1.0K2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED4,4804,48000%$253.1K$258.1K+$5.0K2026-10-30
Wedbush Securities Inc
UNCHANGED4,3304,33000%$245.0K$249.0K+$4.0K2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED4,2874,28700%$242.2K$247.0K+$4.7K2026-10-28
Ifrah Financial Services, Inc.
DECREASED4,1264,199-73-2%$237.3K$237.7K+$4152026-10-13
Smart Wealth LLC
DECREASED3,93337,007-33,074-89%$2.1M$226.6K-$1.9M2026-11-04
LVZ, Inc.
UNCHANGED3,9073,90700%$220.8K$225.1K+$4.3K2026-10-20
Great Diamond Partners, LLC
UNCHANGED3,8503,85000%$217.5K$221.8K+$4.3K2026-10-13
QTR Family Wealth, LLC
UNCHANGED3,6433,64300%$205.8K$209.9K+$4.0K2026-11-02
Buck Wealth Strategies, LLC
DECREASED3,5953,705-110-3%$209.4K$207.1K-$2.2K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,0353,03500%$171.5K$174.8K+$3.4K2026-10-27
MTM Investment Management, LLC
UNCHANGED2,1502,15000%$121.5K$123.9K+$2.4K2026-10-30
IFP Advisors, Inc
UNCHANGED1,9211,92100%$108.5K$110.7K+$2.1K2026-10-16
Creative Financial Designs Inc
INCREASED1,4691,346+123+9%$76.1K$84.6K+$8.6K2026-11-04
Larson Financial Group LLC
UNCHANGED1,1151,11500%$63.0K$64.2K+$1.2K2026-11-05
Holos Integrated Wealth LLC
UNCHANGED1,0001,00000%$56.6K$57.8K+$1.2K2026-10-23
Evolution Wealth Management Inc.
UNCHANGED63763700%$36.0K$36.7K+$7042026-10-28
Rossby Financial, LCC
NEW405—+405——$23.3K—2026-11-05
Cape Investment Advisory, Inc.
INCREASED365270+95+35%$15.3K$21.0K+$5.8K2026-10-13
Compass Financial Management LLC
UNCHANGED26626600%$15.2K$15.3K+$722026-10-30
Reicon Wealth Advisors, LLC
DECREASED76167-91-54%$9.4K$4.4K-$5.1K2026-11-04
Triumph Capital Management
UNCHANGED565600%$3.2K$3.2K+$622026-10-14
Stonebridge Financial Group, LLC
CLOSED08,155-8,155-100%$460.8K$0-$460.8K2026-10-01
Arbor Capital Management Inc
CLOSED05,428-5,428-100%$306.5K$0-$306.5K2026-10-21
AdvisorNet Financial, Inc
CLOSED0700-700-100%$39.6K$0-$39.6K2026-10-15
International Assets Investment Management, LLC
CLOSED047-47-100%$2.7K$0-$2.7K2026-11-02
Raymond James Financial Inc
N/A—269,545-269,545-100%$15.2M———
Cetera Investment Advisers
N/A—199,452-199,452-100%$11.3M———
Envestnet Asset Management Inc
N/A—183,714-183,714-100%$10.4M———
Osaic Holdings, Inc.
N/A—177,108-177,108-100%$10.0M———
LPL Financial LLC
N/A—91,941-91,941-100%$5.2M———
MML Investors Services, LLC
N/A—83,267-83,267-100%$4.7M———
Regal Investment Advisors LLC
N/A—73,340-73,340-100%$4.1M———
Stephens Inc
N/A—45,786-45,786-100%$2.6M———
Ameritas Advisory Services, LLC
N/A—44,969-44,969-100%$2.5M———
NewEdge Advisors, LLC
N/A—37,718-37,718-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—34,806-34,806-100%$2.0M———
Royal Bank of Canada
N/A—33,625-33,625-100%$1.9M———
Icon Wealth Advisors, LLC
N/A—32,291-32,291-100%$1.8M———
1ST Source Bank
N/A—29,858-29,858-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—29,121-29,121-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—28,764-28,764-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—26,378-26,378-100%$1.5M———
Janney Montgomery Scott LLC
N/A—25,698-25,698-100%$1.5M———
Bleakley Financial Group, LLC
N/A—25,030-25,030-100%$1.4M———
Kintra Wealth, LLC
N/A—24,212-24,212-100%$1.4M———
Integrity Financial Corp
N/A—23,315-23,315-100%$1.3M———
Modern Wealth Management, LLC
N/A—22,577-22,577-100%$1.3M———
Wood Tarver Financial Group, LLC
N/A—21,296-21,296-100%$1.2M———
1776 Wealth LLC
N/A—20,671-20,671-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—19,495-19,495-100%$1.1M———
Harbour Investments, Inc.
N/A—19,434-19,434-100%$1.1M———
HighTower Advisors, LLC
N/A—16,695-16,695-100%$943.4K———
FSB Premier Wealth Management, Inc.
N/A—16,491-16,491-100%$931.8K———
Mariner, LLC
N/A—15,437-15,437-100%$872.3K———
Faithward Advisors, LLC
N/A—15,069-15,069-100%$851.5K———
Main Street Financial Solutions, LLC
N/A—14,179-14,179-100%$801.2K———
PNC Financial Services Group, Inc.
N/A—13,925-13,925-100%$786.8K———
Arkadios Wealth Advisors
N/A—13,713-13,713-100%$774.8K———
Tanglewood Legacy Advisors, LLC
N/A—13,657-13,657-100%$771.7K———
AE Wealth Management LLC
N/A—12,401-12,401-100%$700.7K———
Fiduciary Financial Advisors
N/A—11,919-11,919-100%$673.5K———
Mutual Advisors, LLC
N/A—11,851-11,851-100%$669.6K———
Fortress Private Ledger, LLC
N/A—11,557-11,557-100%$653.0K———
JPMorgan Chase & Co
N/A—11,446-11,446-100%$644.4K———
Citadel Advisors LLC
N/A—11,425-11,425-100%$645.6K———
Prosperity Consulting Group, LLC
N/A—11,372-11,372-100%$642.6K———
Harvest Investment Services, LLC
N/A—10,943-10,943-100%$618.3K———
Sanctuary Advisors, LLC
N/A—10,696-10,696-100%$604.4K———
Keating Financial Advisory Services, Inc.
N/A—10,468-10,468-100%$591.5K———
Bcgm Wealth Management, LLC
N/A—10,000-10,000-100%$565.1K———
Captrust Financial Advisors
N/A—9,851-9,851-100%$556.6K———
CreativeOne Wealth, LLC
N/A—8,907-8,907-100%$503.3K———
AQR Capital Management LLC
N/A—8,468-8,468-100%$478.5K———
Snowden Capital Advisors LLC
N/A—8,186-8,186-100%$462.6K———
NewEdge Wealth, LLC
N/A—8,104-8,104-100%$457.9K———
Glen Eagle Advisors, LLC
N/A—8,000-8,000-100%$452.0K———
Centaurus Financial, Inc.
N/A—7,739-7,739-100%$437.0K———
Octavia Wealth Advisors, LLC
N/A—6,915-6,915-100%$390.7K———
Summit Wealth Partners, LLC
N/A—6,815-6,815-100%$385.1K———
SOA Wealth Advisors, Llc.
N/A—6,265-6,265-100%$354.0K———
Kingsview Wealth Management, LLC
N/A—6,031-6,031-100%$340.8K———
Savvy Advisors, Inc.
N/A—5,868-5,868-100%$331.6K———
Marshall Financial Group, LLC
N/A—5,770-5,770-100%$326.0K———
HBK Sorce Advisory LLC
N/A—5,755-5,755-100%$330.1K———
Brookwood Investment Group LLC
N/A—5,476-5,476-100%$309.4K———
Nuveen, LLC
N/A—5,469-5,469-100%$309.0K———
Van Diest Capital, LLC
N/A—5,112-5,112-100%$288.8K———
Uniting Wealth Partners, LLC
N/A—5,051-5,051-100%$285.4K———
Gateway Wealth Partners, LLC
N/A—4,989-4,989-100%$281.9K———
Topsail Wealth Management, LLC
N/A—4,820-4,820-100%$272.4K———
Susquehanna International Group, LLP
N/A—4,471-4,471-100%$252.6K———
Leigh Baldwin & Co., LLC
N/A—4,370-4,370-100%$246.9K———
Mercer Global Advisors Inc
N/A—4,038-4,038-100%$228.2K———
NI Acquisitions Company, LLC
N/A—4,005-4,005-100%$109.8K———
Merit Financial Group, LLC
N/A—3,892-3,892-100%$219.9K———
Allie Family Office LLC
N/A—3,750-3,750-100%$211.9K———
Barclays PLC
N/A—3,560-3,560-100%$201.2K———
Morgan Stanley
N/A—2,850-2,850-100%$161.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,258-2,258-100%$127.6K———
BFC Planning, Inc.
N/A—2,258-2,258-100%$127.6K———
Bravera Wealth
N/A—1,974-1,974-100%$111.5K———
Global Retirement Partners, LLC
N/A—1,734-1,734-100%$98.0K———
Darwin Wealth Management, LLC
N/A—1,596-1,596-100%$90.2K———
Benson Wealth Management Inc
N/A—1,357-1,357-100%$76.7K———
Timbuktu Capital Management, LLC
N/A—1,000-1,000-100%$56.5K———
Arax Advisory Partners
N/A—684-684-100%$38.7K———
Aptus Capital Advisors, LLC
N/A—600-600-100%$33.9K———
Geneos Wealth Management Inc.
N/A—342-342-100%$19.3K———
Nova Wealth Management, Inc.
N/A—250-250-100%$14.1K———
Capital Analysts, LLC
N/A—216-216-100%$12———
Continuum Advisory, LLC
N/A—214-214-100%$12.1K———
Mcguire Capital Advisors Inc
N/A—41-41-100%$2.3K———
Wells Fargo & Company
N/A—34-34-100%$1.9K———
IFG Advisory, LLC
N/A—30-30-100%$1.7K———
Showing 189 of 189 institutions