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FT Vest US Equity Buffer ETF (FJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares295,132 from 275,323
Change+19,809 (+7%)
Value$18.1M (+$1.7M)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares164,670 from 138,076
Change+26,594 (+19%)
Value$10.1M (+$1.9M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares151,882 from 157,523
Change-5,641 (-4%)
Value$9.3M (-$82.2K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares146,289 from 3,466
Change+142,823 (+4121%)
Value$9.0M (+$8.7M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares110,625 from 91,764
Change+18,861 (+21%)
Value$6.8M (+$1.3M)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares98,631 from 102,977
Change-4,346 (-4%)
Value$6.0M (-$94.0K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares89,130 from 85,991
Change+3,139 (+4%)
Value$5.5M (+$336.0K)
Filed 2026-11-02
BAM Wealth Management, LLC
NEW
Shares83,151
Change+83,151
Value$5.1M
Filed 2026-10-15
MBL Wealth, LLC
DECREASED
Shares76,866 from 80,208
Change-3,342 (-4%)
Value$4.7M (-$70.6K)
Filed 2026-10-22
Smart Wealth LLC
DECREASED
Shares62,672 from 80,703
Change-18,031 (-22%)
Value$3.8M (-$968.9K)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares61,614 from 61,006
Change+608 (+1%)
Value$3.8M (+$143.4K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares52,850 from 52,241
Change+609 (+1%)
Value$3.2M (+$124.5K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares35,122 from 22,938
Change+12,184 (+53%)
Value$2.1M (+$784.1K)
Filed 2026-10-30
Apollon Wealth Management, LLC
DECREASED
Shares34,047 from 34,480
Change-433 (-1%)
Value$2.1M (+$31.1K)
Filed 2026-10-23
Schulz Wealth, Ltd.
DECREASED
Shares33,692 from 33,695
Change-3 (0%)
Value$2.1M (+$56.1K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares31,863 from 28,119
Change+3,744 (+13%)
Value$2.0M (+$276.1K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares31,006 from 29,935
Change+1,071 (+4%)
Value$1.9M (+$115.6K)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares29,394 from 26,676
Change+2,718 (+10%)
Value$1.8M (+$210.9K)
Filed 2026-11-06
FWG Investments, Llc.
INCREASED
Shares27,440 from 24,300
Change+3,140 (+13%)
Value$1.7M (+$232.8K)
Filed 2026-11-03
Sigma Planning Corp
NEW
Shares26,403
Change+26,403
Value$1.6M
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares24,353 from 8,932
Change+15,421 (+173%)
Value$1.5M (+$958.8K)
Filed 2026-10-22
Synergy Asset Management, LLC
INCREASED
Shares23,909 from 23,313
Change+596 (+3%)
Value$1.5M (+$75.4K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares23,588 from 22,157
Change+1,431 (+6%)
Value$1.4M (+$124.6K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
DECREASED
Shares22,088 from 22,339
Change-251 (-1%)
Value$1.4M (+$22.0K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares19,152 from 10,117
Change+9,035 (+89%)
Value$1.2M (+$579.4K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares18,392 from 17,532
Change+860 (+5%)
Value$1.1M (+$81.9K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares18,241 from 18,591
Change-350 (-2%)
Value$1.1M (+$9.6K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares15,464 from 11,028
Change+4,436 (+40%)
Value$946.6K (+$289.9K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares14,666 from 11,124
Change+3,542 (+32%)
Value$897.7K (+$235.4K)
Filed 2026-10-28
Bison Wealth, LLC
UNCHANGED
Shares14,314 from 14,314
Change0 (0%)
Value$888.0K (+$33.3K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares13,703 from 11,512
Change+2,191 (+19%)
Value$838.8K (+$153.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares13,651 from 13,645
Change+6 (+0%)
Value$835.6K (+$23.2K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares13,442 from 8,885
Change+4,557 (+51%)
Value$822.8K (+$293.8K)
Filed 2026-11-06
Goldenstone Wealth Management LLC
UNCHANGED
Shares13,115 from 13,115
Change0 (0%)
Value$802.8K (+$21.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares12,981 from 12,935
Change+46 (+0%)
Value$794.6K (+$24.4K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
INCREASED
Shares12,688 from 10,534
Change+2,154 (+20%)
Value$776.6K (+$149.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares11,743 from 6,972
Change+4,771 (+68%)
Value$718.8K (+$303.7K)
Filed 2026-10-08
Crown Wealth Group, LLC
UNCHANGED
Shares11,699 from 11,699
Change0 (0%)
Value$716.1K (+$19.5K)
Filed 2026-10-19
Brookstone Capital Management
NEW
Shares11,488
Change+11,488
Value$703.2K
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares11,259 from 11,284
Change-25 (0%)
Value$689.2K (+$17.3K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
UNCHANGED
Shares11,255 from 11,255
Change0 (0%)
Value$688.9K (+$18.8K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares10,145 from 7,854
Change+2,291 (+29%)
Value$621.0K (+$154.0K)
Filed 2026-11-03
Grantvest Financial Group LLC
INCREASED
Shares10,015 from 8,860
Change+1,155 (+13%)
Value$613.0K (+$85.5K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,600 from 7,088
Change+1,512 (+21%)
Value$526.4K (+$104.4K)
Filed 2026-10-23
Midwest Financial Network, LLC
DECREASED
Shares8,361 from 12,936
Change-4,575 (-35%)
Value$511.8K (-$258.5K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
NEW
Shares8,176
Change+8,176
Value$501.0K
Filed 2026-10-30
Griffith & Werner, Inc.
DECREASED
Shares8,175 from 9,085
Change-910 (-10%)
Value$500.4K (-$40.6K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares8,140 from 8,039
Change+101 (+1%)
Value$498.0K (+$19.0K)
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares7,272 from 6,410
Change+862 (+13%)
Value$445.1K (+$63.5K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares7,242 from 7,176
Change+66 (+1%)
Value$443.3K (+$16.0K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares6,863 from 5,756
Change+1,107 (+19%)
Value$420.1K (+$77.4K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
NEW
Shares6,665
Change+6,665
Value$408.0K
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares6,301 from 4,031
Change+2,270 (+56%)
Value$385.7K (+$145.7K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
UNCHANGED
Shares6,143 from 6,143
Change0 (0%)
Value$376.0K (+$10.3K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares6,077
Change+6,077
Value$372.0K
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares5,891 from 5,891
Change0 (0%)
Value$360.6K (+$9.8K)
Filed 2026-10-28
Citizens Financial Group Inc
NEW
Shares5,776
Change+5,776
Value$353.5K
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares5,583 from 8,833
Change-3,250 (-37%)
Value$340.6K (-$185.3K)
Filed 2026-11-04
Sage Capital Advisors,llc
UNCHANGED
Shares5,575 from 5,575
Change0 (0%)
Value$341.2K (+$9.3K)
Filed 2026-10-13
Chris Bulman Inc
NEW
Shares5,425
Change+5,425
Value$332.1K
Filed 2026-10-20
Beacon Financial Advisory LLC
DECREASED
Shares5,170 from 5,320
Change-150 (-3%)
Value$316.5K (-$297)
Filed 2026-10-16
Signal Advisors Wealth, LLC
DECREASED
Shares5,049 from 5,085
Change-36 (-1%)
Value$309.0K (+$6.3K)
Filed 2026-10-13
Precedent Wealth Partners, LLC
NEW
Shares4,900
Change+4,900
Value$299.9K
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares4,738 from 4,103
Change+635 (+15%)
Value$290.0K (+$45.7K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
UNCHANGED
Shares4,694 from 4,694
Change0 (0%)
Value$291.3K (+$11.8K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$280.0K (+$7.6K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares4,450 from 3,765
Change+685 (+18%)
Value$272.0K (+$48.0K)
Filed 2026-10-22
Quantum Private Wealth, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$269.3K (+$7.3K)
Filed 2026-10-20
Quartz Partners, LLC
UNCHANGED
Shares4,228 from 4,228
Change0 (0%)
Value$258.8K (+$7.1K)
Filed 2026-11-03
Legacy Solutions, LLC
UNCHANGED
Shares4,039 from 4,039
Change0 (0%)
Value$247.2K (+$6.7K)
Filed 2026-10-07
Csenge Advisory Group
DECREASED
Shares3,684 from 3,730
Change-46 (-1%)
Value$225.5K (+$3.4K)
Filed 2026-11-04
Merit Financial Group, LLC
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$219.7K (+$6.0K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$219.2K (+$6.0K)
Filed 2026-10-08
Creative Planning
NEW
Shares3,476
Change+3,476
Value$212.8K
Filed 2026-11-02
Barclays PLC
UNCHANGED
Shares3,379 from 3,379
Change0 (0%)
Value$206.8K (+$5.6K)
Filed 2026-11-06
Miramontes Capital, LLC
NEW
Shares3,294
Change+3,294
Value$201.6K
Filed 2026-10-19
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$182.5K (+$5.0K)
Filed 2026-10-28
Holos Integrated Wealth LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$61.5K (+$1.8K)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$49.0K (+$1.3K)
Filed 2026-10-14
Center for Financial Planning, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$36.7K (+$1.0K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares343 from 255
Change+88 (+35%)
Value$21.0K (+$5.8K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares255 from 139
Change+116 (+83%)
Value$15.6K (+$7.3K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares175 from 180
Change-5 (-3%)
Value$10.7K (-$5)
Filed 2026-11-05
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 9,170
Change-9,170 (-100%)
Value$0 (-$546.0K)
Filed 2026-10-01
Ferguson Shapiro LLC
CLOSED
Shares0 from 4,992
Change-4,992 (-100%)
Value$0 (-$297.2K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 4,368
Change-4,368 (-100%)
Value$0 (-$260.1K)
Filed 2026-10-28
Uptick Partners, LLC
CLOSED
Shares0 from 4,298
Change-4,298 (-100%)
Value$0 (-$255.9K)
Filed 2026-11-04
Diesslin Group, Inc.
CLOSED
Shares0 from 3,598
Change-3,598 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-14
Arbor Capital Management Inc
CLOSED
Shares0 from 3,377
Change-3,377 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-21
Decker Retirement Planning Inc.
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-19
Noble Wealth Management PBC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-01
Bullseye Investment Management, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 483,033
Change-483,033 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 220,831
Change-220,831 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 214,190
Change-214,190 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 163,531
Change-163,531 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 146,254
Change-146,254 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 114,070
Change-114,070 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 106,614
Change-106,614 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 72,749
Change-72,749 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 57,777
Change-57,777 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 55,353
Change-55,353 (-100%)
Value—
Stephens Inc
N/A
Shares— from 53,696
Change-53,696 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 48,469
Change-48,469 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 36,738
Change-36,738 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,130
Change-36,130 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 31,712
Change-31,712 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 31,632
Change-31,632 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 28,119
Change-28,119 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 25,220
Change-25,220 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,824
Change-23,824 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 23,365
Change-23,365 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 22,986
Change-22,986 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 22,587
Change-22,587 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,096
Change-21,096 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,418
Change-20,418 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,330
Change-19,330 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,497
Change-18,497 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,245
Change-14,245 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,691
Change-10,691 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,765
Change-9,765 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,201
Change-9,201 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,821
Change-7,821 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 105
Change-105 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 70
Change-70 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Assetmark, Inc
INCREASED295,132275,323+19,809+7%$16.4M$18.1M+$1.7M2026-10-21
Reap Financial Group, LLC
INCREASED164,670138,076+26,594+19%$8.2M$10.1M+$1.9M2026-11-02
Commonwealth Equity Services, LLC
DECREASED151,882157,523-5,641-4%$9.4M$9.3M-$82.2K2026-11-02
Atria Investments, Inc
INCREASED146,2893,466+142,823+4121%$206.4K$9.0M+$8.7M2026-10-15
Kestra Advisory Services, LLC
INCREASED110,62591,764+18,861+21%$5.5M$6.8M+$1.3M2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED98,631102,977-4,346-4%$6.1M$6.0M-$94.0K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED89,13085,991+3,139+4%$5.1M$5.5M+$336.0K2026-11-02
BAM Wealth Management, LLC
NEW83,151—+83,151——$5.1M—2026-10-15
MBL Wealth, LLC
DECREASED76,86680,208-3,342-4%$4.8M$4.7M-$70.6K2026-10-22
Smart Wealth LLC
DECREASED62,67280,703-18,031-22%$4.8M$3.8M-$968.9K2026-11-04
Keystone Wealth Services, LLC
INCREASED61,61461,006+608+1%$3.6M$3.8M+$143.4K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED52,85052,241+609+1%$3.1M$3.2M+$124.5K2026-10-16
Truist Financial Corp
INCREASED35,12222,938+12,184+53%$1.4M$2.1M+$784.1K2026-10-30
Apollon Wealth Management, LLC
DECREASED34,04734,480-433-1%$2.1M$2.1M+$31.1K2026-10-23
Schulz Wealth, Ltd.
DECREASED33,69233,695-30%$2.0M$2.1M+$56.1K2026-11-03
Founders Financial Securities LLC
INCREASED31,86328,119+3,744+13%$1.7M$2.0M+$276.1K2026-10-28
Integrity Alliance, Llc.
INCREASED31,00629,935+1,071+4%$1.8M$1.9M+$115.6K2026-10-29
Money Concepts Capital Corp
INCREASED29,39426,676+2,718+10%$1.6M$1.8M+$210.9K2026-11-06
FWG Investments, Llc.
INCREASED27,44024,300+3,140+13%$1.4M$1.7M+$232.8K2026-11-03
Sigma Planning Corp
NEW26,403—+26,403——$1.6M—2026-10-23
Strategic Blueprint, LLC
INCREASED24,3538,932+15,421+173%$531.8K$1.5M+$958.8K2026-10-22
Synergy Asset Management, LLC
INCREASED23,90923,313+596+3%$1.4M$1.5M+$75.4K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED23,58822,157+1,431+6%$1.3M$1.4M+$124.6K2026-10-29
Aurora Private Wealth, Inc.
DECREASED22,08822,339-251-1%$1.3M$1.4M+$22.0K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED19,15210,117+9,035+89%$604.8K$1.2M+$579.4K2026-10-13
RFG Advisory, LLC
INCREASED18,39217,532+860+5%$1.0M$1.1M+$81.9K2026-11-03
Accel Wealth Management
DECREASED18,24118,591-350-2%$1.1M$1.1M+$9.6K2026-10-13
Oppenheimer & Co Inc
INCREASED15,46411,028+4,436+40%$656.6K$946.6K+$289.9K2026-10-26
MGO One Seven LLC
INCREASED14,66611,124+3,542+32%$662.3K$897.7K+$235.4K2026-10-28
Bison Wealth, LLC
UNCHANGED14,31414,31400%$854.8K$888.0K+$33.3K2026-10-13
TFB Advisors LLC
INCREASED13,70311,512+2,191+19%$685.4K$838.8K+$153.3K2026-11-02
CoreCap Advisors, LLC
INCREASED13,65113,645+6+0%$812.4K$835.6K+$23.2K2026-10-08
PNC Financial Services Group, Inc.
INCREASED13,4428,885+4,557+51%$529.0K$822.8K+$293.8K2026-11-06
Goldenstone Wealth Management LLC
UNCHANGED13,11513,11500%$780.9K$802.8K+$21.9K2026-11-04
IFP Advisors, Inc
INCREASED12,98112,935+46+0%$770.2K$794.6K+$24.4K2026-10-16
Dhjj Financial Advisors, Ltd.
INCREASED12,68810,534+2,154+20%$627.2K$776.6K+$149.4K2026-10-23
Farther Finance Advisors, LLC
INCREASED11,7436,972+4,771+68%$415.1K$718.8K+$303.7K2026-10-08
Crown Wealth Group, LLC
UNCHANGED11,69911,69900%$696.6K$716.1K+$19.5K2026-10-19
Brookstone Capital Management
NEW11,488—+11,488——$703.2K—2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED11,25911,284-250%$671.9K$689.2K+$17.3K2026-10-16
Kestra Private Wealth Services, LLC
UNCHANGED11,25511,25500%$670.1K$688.9K+$18.8K2026-11-06
StoneX Group Inc.
INCREASED10,1457,854+2,291+29%$467.1K$621.0K+$154.0K2026-11-03
Grantvest Financial Group LLC
INCREASED10,0158,860+1,155+13%$527.5K$613.0K+$85.5K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED8,6007,088+1,512+21%$422.0K$526.4K+$104.4K2026-10-23
Midwest Financial Network, LLC
DECREASED8,36112,936-4,575-35%$770.2K$511.8K-$258.5K2026-10-13
Capital Asset Advisory Services LLC
NEW8,176—+8,176——$501.0K—2026-10-30
Griffith & Werner, Inc.
DECREASED8,1759,085-910-10%$541.0K$500.4K-$40.6K2026-11-04
Park Avenue Securities LLC
INCREASED8,1408,039+101+1%$479.0K$498.0K+$19.0K2026-10-26
Archer Investment Corp
INCREASED7,2726,410+862+13%$381.7K$445.1K+$63.5K2026-11-05
Sowell Financial Services LLC
INCREASED7,2427,176+66+1%$427.3K$443.3K+$16.0K2026-10-23
Lanark Financial, Inc.
INCREASED6,8635,756+1,107+19%$342.7K$420.1K+$77.4K2026-10-26
Axxcess Wealth Management, LLC
NEW6,665—+6,665——$408.0K—2026-10-21
Independent Financial Group, LLC
INCREASED6,3014,031+2,270+56%$240.0K$385.7K+$145.7K2026-10-13
Outlook Wealth Advisors, LLC
UNCHANGED6,1436,14300%$365.8K$376.0K+$10.3K2026-10-28
MFG Investments, LLC
NEW6,077—+6,077——$372.0K—2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED5,8915,89100%$350.8K$360.6K+$9.8K2026-10-28
Citizens Financial Group Inc
NEW5,776—+5,776——$353.5K—2026-10-23
Prospera Financial Services Inc
DECREASED5,5838,833-3,250-37%$525.9K$340.6K-$185.3K2026-11-04
Sage Capital Advisors,llc
UNCHANGED5,5755,57500%$331.9K$341.2K+$9.3K2026-10-13
Chris Bulman Inc
NEW5,425—+5,425——$332.1K—2026-10-20
Beacon Financial Advisory LLC
DECREASED5,1705,320-150-3%$316.8K$316.5K-$2972026-10-16
Signal Advisors Wealth, LLC
DECREASED5,0495,085-36-1%$302.8K$309.0K+$6.3K2026-10-13
Precedent Wealth Partners, LLC
NEW4,900—+4,900——$299.9K—2026-10-21
Ignite Planners, LLC
INCREASED4,7384,103+635+15%$244.3K$290.0K+$45.7K2026-10-14
Fragasso Financial Advisors Inc
UNCHANGED4,6944,69400%$279.5K$291.3K+$11.8K2026-10-13
Diligent Investors, LLC
UNCHANGED4,5754,57500%$272.4K$280.0K+$7.6K2026-10-21
Wedbush Securities Inc
INCREASED4,4503,765+685+18%$224.0K$272.0K+$48.0K2026-10-22
Quantum Private Wealth, LLC
UNCHANGED4,4004,40000%$262.0K$269.3K+$7.3K2026-10-20
Quartz Partners, LLC
UNCHANGED4,2284,22800%$251.7K$258.8K+$7.1K2026-11-03
Legacy Solutions, LLC
UNCHANGED4,0394,03900%$240.5K$247.2K+$6.7K2026-10-07
Csenge Advisory Group
DECREASED3,6843,730-46-1%$222.1K$225.5K+$3.4K2026-11-04
Merit Financial Group, LLC
UNCHANGED3,5903,59000%$213.7K$219.7K+$6.0K2026-11-06
Avidian Wealth Enterprises, LLC
UNCHANGED3,5813,58100%$213.2K$219.2K+$6.0K2026-10-08
Creative Planning
NEW3,476—+3,476——$212.8K—2026-11-02
Barclays PLC
UNCHANGED3,3793,37900%$201.2K$206.8K+$5.6K2026-11-06
Miramontes Capital, LLC
NEW3,294—+3,294——$201.6K—2026-10-19
Financial Network Wealth Advisors LLC
UNCHANGED2,9822,98200%$177.5K$182.5K+$5.0K2026-10-28
Holos Integrated Wealth LLC
UNCHANGED1,0001,00000%$59.7K$61.5K+$1.8K2026-10-23
Triumph Capital Management
UNCHANGED80080000%$47.6K$49.0K+$1.3K2026-10-14
Center for Financial Planning, Inc.
UNCHANGED60060000%$35.7K$36.7K+$1.0K2026-10-26
Cape Investment Advisory, Inc.
INCREASED343255+88+35%$15.2K$21.0K+$5.8K2026-10-13
Creative Financial Designs Inc
INCREASED255139+116+83%$8.3K$15.6K+$7.3K2026-11-04
Larson Financial Group LLC
DECREASED175180-5-3%$10.7K$10.7K-$52026-11-05
Stonebridge Financial Group, LLC
CLOSED09,170-9,170-100%$546.0K$0-$546.0K2026-10-01
Ferguson Shapiro LLC
CLOSED04,992-4,992-100%$297.2K$0-$297.2K2026-10-16
Clear Creek Financial Management, LLC
CLOSED04,368-4,368-100%$260.1K$0-$260.1K2026-10-28
Uptick Partners, LLC
CLOSED04,298-4,298-100%$255.9K$0-$255.9K2026-11-04
Diesslin Group, Inc.
CLOSED03,598-3,598-100%$214.2K$0-$214.2K2026-10-14
Arbor Capital Management Inc
CLOSED03,377-3,377-100%$200.6K$0-$200.6K2026-10-21
Decker Retirement Planning Inc.
CLOSED0253-253-100%$15.1K$0-$15.1K2026-10-19
Noble Wealth Management PBC
CLOSED050-50-100%$3.0K$0-$3.0K2026-10-01
Bullseye Investment Management, LLC
CLOSED032-32-100%$1.9K$0-$1.9K2026-10-29
Raymond James Financial Inc
N/A—483,033-483,033-100%$28.8M———
MML Investors Services, LLC
N/A—220,831-220,831-100%$13.1M———
Envestnet Asset Management Inc
N/A—214,190-214,190-100%$12.8M———
Cetera Investment Advisers
N/A—163,531-163,531-100%$9.7M———
Osaic Holdings, Inc.
N/A—146,254-146,254-100%$8.7M———
LPL Financial LLC
N/A—114,070-114,070-100%$6.8M———
Captrust Financial Advisors
N/A—106,614-106,614-100%$6.3M———
Rockefeller Capital Management L.P.
N/A—72,749-72,749-100%$4.3M———
Beck Capital Management, LLC
N/A—57,777-57,777-100%$3.4M———
Janney Montgomery Scott LLC
N/A—55,353-55,353-100%$3.3M———
Stephens Inc
N/A—53,696-53,696-100%$3.2M———
Main Street Financial Solutions, LLC
N/A—48,469-48,469-100%$2.9M———
HighTower Advisors, LLC
N/A—36,738-36,738-100%$2.2M———
Mariner, LLC
N/A—36,130-36,130-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—31,712-31,712-100%$1.9M———
NewEdge Wealth, LLC
N/A—31,632-31,632-100%$1.9M———
Horizon Investments, LLC
N/A—28,119-28,119-100%$1.7M———
Harbour Investments, Inc.
N/A—25,220-25,220-100%$1.5M———
Citadel Advisors LLC
N/A—23,824-23,824-100%$1.4M———
1776 Wealth LLC
N/A—23,365-23,365-100%$1.4M———
Kintra Wealth, LLC
N/A—22,986-22,986-100%$1.4M———
Integrity Financial Corp
N/A—22,587-22,587-100%$1.3M———
Royal Bank of Canada
N/A—21,096-21,096-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—20,418-20,418-100%$1.2M———
Bleakley Financial Group, LLC
N/A—19,330-19,330-100%$1.2M———
Old Mission Capital LLC
N/A—18,497-18,497-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—14,575-14,575-100%$867.8K———
Prosperity Consulting Group, LLC
N/A—14,245-14,245-100%$848.1K———
Tanglewood Legacy Advisors, LLC
N/A—13,325-13,325-100%$793.4K———
LM Advisors LLC
N/A—12,000-12,000-100%$713.0K———
AE Wealth Management LLC
N/A—11,233-11,233-100%$668.8K———
HRT Financial LP
N/A—11,200-11,200-100%$666.0K———
SOA Wealth Advisors, Llc.
N/A—10,950-10,950-100%$652.0K———
Centaurus Financial, Inc.
N/A—10,912-10,912-100%$650.0K———
JPMorgan Chase & Co
N/A—10,691-10,691-100%$635.5K———
Sanctuary Advisors, LLC
N/A—9,990-9,990-100%$594.8K———
NewEdge Advisors, LLC
N/A—9,874-9,874-100%$587.9K———
CreativeOne Wealth, LLC
N/A—9,765-9,765-100%$581.4K———
FSB Premier Wealth Management, Inc.
N/A—9,698-9,698-100%$577.4K———
Keating Financial Advisory Services, Inc.
N/A—9,599-9,599-100%$571.5K———
Mutual Advisors, LLC
N/A—9,201-9,201-100%$547.8K———
Faithward Advisors, LLC
N/A—9,155-9,155-100%$545.1K———
United Capital Financial Advisors, LLC
N/A—8,685-8,685-100%$517.5K———
Cerity Partners LLC
N/A—8,110-8,110-100%$482.9K———
Harvest Investment Services, LLC
N/A—7,890-7,890-100%$469.8K———
Kingsview Wealth Management, LLC
N/A—7,821-7,821-100%$465.7K———
Snowden Capital Advisors LLC
N/A—6,530-6,530-100%$388.8K———
EP Wealth Advisors, LLC
N/A—6,483-6,483-100%$386.0K———
Silver OAK Securities, Incorporated
N/A—6,122-6,122-100%$364.5K———
Susquehanna International Group, LLP
N/A—5,688-5,688-100%$338.7K———
Foundations Investment Advisors, LLC
N/A—5,583-5,583-100%$332.4K———
Morgan Stanley
N/A—5,541-5,541-100%$329.9K———
Seeds Investor LLC
N/A—5,395-5,395-100%$321.2K———
Arkadios Wealth Advisors
N/A—5,180-5,180-100%$308.4K———
Arax Advisory Partners
N/A—4,774-4,774-100%$284.2K———
Gateway Wealth Partners, LLC
N/A—4,725-4,725-100%$281.3K———
Aptus Capital Advisors, LLC
N/A—4,331-4,331-100%$257.9K———
Fiduciary Financial Advisors
N/A—4,090-4,090-100%$243.5K———
Waverly Advisors, LLC
N/A—3,669-3,669-100%$218.5K———
Hilltop Holdings Inc.
N/A—3,584-3,584-100%$213.4K———
Insigneo Advisory Services, LLC
N/A—3,561-3,561-100%$212.0K———
Transcend Capital Advisors, LLC
N/A—3,369-3,369-100%$200.6K———
Capital Analysts, LLC
N/A—3,361-3,361-100%$200.0K———
Bravera Wealth
N/A—2,853-2,853-100%$169.9K———
Ogorek Anthony Joseph
N/A—2,638-2,638-100%$157.0K———
BFC Planning, Inc.
N/A—2,146-2,146-100%$127.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,146-2,146-100%$127.8K———
Continuum Advisory, LLC
N/A—2,016-2,016-100%$120.0K———
Glen Eagle Advisors, LLC
N/A—1,790-1,790-100%$106.6K———
10Elms LLP
N/A—1,499-1,499-100%$89.3K———
IFG Advisory, LLC
N/A—1,047-1,047-100%$62.3K———
Frazier Financial Advisors, LLC
N/A—966-966-100%$57.5K———
Geneos Wealth Management Inc.
N/A—760-760-100%$45.3K———
Global Retirement Partners, LLC
N/A—435-435-100%$25.9K———
Ameritas Investment Partners, Inc.
N/A—295-295-100%$17.6K———
Topsail Wealth Management, LLC
N/A—200-200-100%$11.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—105-105-100%$6.3K———
Jones Financial Companies Lllp
N/A—70-70-100%$4.1K———
Wells Fargo & Company
N/A—10-10-100%$595———
Showing 171 of 171 institutions