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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Decker Wealth Management LLC
INCREASED
Shares387,249 from 386,400
Change+849 (+0%)
Value$18.8M (+$511.1K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares153,720 from 171,452
Change-17,732 (-10%)
Value$7.5M (-$653.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares144,310 from 129,097
Change+15,213 (+12%)
Value$7.0M (+$896.2K)
Filed 2026-11-02
Hartford Financial Management Inc.
DECREASED
Shares121,015 from 121,510
Change-495 (0%)
Value$5.9M (+$123.7K)
Filed 2026-10-21
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares115,653 from 118,323
Change-2,670 (-2%)
Value$5.6M (+$14.1K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares91,417 from 82,308
Change+9,109 (+11%)
Value$4.4M (+$542.7K)
Filed 2026-10-28
Reap Financial Group, LLC
DECREASED
Shares77,661 from 78,584
Change-923 (-1%)
Value$3.8M (+$50.7K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares41,705 from 44,039
Change-2,334 (-5%)
Value$2.0M (-$59.9K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares40,992 from 41,557
Change-565 (-1%)
Value$2.0M (+$23.1K)
Filed 2026-10-22
Ignite Planners, LLC
DECREASED
Shares39,562 from 45,749
Change-6,187 (-14%)
Value$1.9M (-$245.0K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
DECREASED
Shares35,515 from 36,106
Change-591 (-2%)
Value$1.7M (+$15.2K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares35,498 from 40,085
Change-4,587 (-11%)
Value$1.7M (-$174.0K)
Filed 2026-11-02
Mission Financial Group, LLC
DECREASED
Shares35,362 from 36,347
Change-985 (-3%)
Value$1.7M (-$3.7K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares34,101 from 33,806
Change+295 (+1%)
Value$1.7M (+$55.4K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares28,283 from 28,772
Change-489 (-2%)
Value$1.4M (+$11.2K)
Filed 2026-10-20
CFC Planning Co LLC
DECREASED
Shares23,492 from 24,335
Change-843 (-3%)
Value$1.1M (-$11.3K)
Filed 2026-10-28
LifeWealth Investments, LLC
UNCHANGED
Shares21,033 from 21,033
Change0 (0%)
Value$1.0M (+$25.6K)
Filed 2026-10-21
Santori & Peters, Inc.
DECREASED
Shares20,568 from 48,048
Change-27,480 (-57%)
Value$999.4K (-$1.3M)
Filed 2026-10-26
Quartz Partners, LLC
DECREASED
Shares20,383 from 22,215
Change-1,832 (-8%)
Value$990.4K (-$62.0K)
Filed 2026-11-03
Optivise Advisory Services LLC
UNCHANGED
Shares17,061 from 17,061
Change0 (0%)
Value$829.0K (+$20.7K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares15,714 from 17,227
Change-1,513 (-9%)
Value$763.6K (-$52.6K)
Filed 2026-10-30
MGO One Seven LLC
UNCHANGED
Shares15,321 from 15,321
Change0 (0%)
Value$744.5K (+$18.6K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares15,221 from 15,368
Change-147 (-1%)
Value$739.6K (+$11.6K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
DECREASED
Shares13,930 from 13,934
Change-4 (0%)
Value$676.9K (+$16.7K)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares13,772 from 13,772
Change0 (0%)
Value$669.2K (+$16.7K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares13,175 from 13,147
Change+28 (+0%)
Value$640.2K (+$17.3K)
Filed 2026-11-03
Schulz Wealth, Ltd.
UNCHANGED
Shares12,927 from 12,927
Change0 (0%)
Value$628.1K (+$15.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,649 from 7,121
Change+3,528 (+50%)
Value$519.8K (+$180.5K)
Filed 2026-10-13
MTM Investment Management, LLC
UNCHANGED
Shares10,570 from 10,570
Change0 (0%)
Value$513.6K (+$12.9K)
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares9,800 from 9,800
Change0 (0%)
Value$476.2K (+$11.9K)
Filed 2026-10-16
Madrona Financial Services, LLC
UNCHANGED
Shares8,218 from 8,218
Change0 (0%)
Value$399.3K (+$10.0K)
Filed 2026-10-23
Sage Capital Advisors,llc
UNCHANGED
Shares7,756 from 7,756
Change0 (0%)
Value$376.9K (+$9.4K)
Filed 2026-10-13
First Heartland Consultants, Inc.
UNCHANGED
Shares7,527 from 7,527
Change0 (0%)
Value$365.7K (+$9.2K)
Filed 2026-10-08
Cottage Street Advisors LLC
DECREASED
Shares7,455 from 7,725
Change-270 (-3%)
Value$362.2K (-$3.7K)
Filed 2026-10-19
ATX Financial Planning, LLC
UNCHANGED
Shares7,175 from 7,175
Change0 (0%)
Value$348.6K (+$8.7K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares6,763 from 6,763
Change0 (0%)
Value$328.6K (+$8.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,750 from 7,082
Change-332 (-5%)
Value$328.0K (-$7.5K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares6,669 from 6,894
Change-225 (-3%)
Value$324.1K (-$2.5K)
Filed 2026-10-30
Grantvest Financial Group LLC
DECREASED
Shares6,581 from 6,831
Change-250 (-4%)
Value$319.8K (-$3.8K)
Filed 2026-10-21
Certified Advisory Corp
UNCHANGED
Shares6,220 from 6,220
Change0 (0%)
Value$302.2K (+$7.6K)
Filed 2026-10-29
Accelerate Investment Advisors LLC
UNCHANGED
Shares6,048 from 6,048
Change0 (0%)
Value$293.9K (+$7.4K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares5,737 from 5,737
Change0 (0%)
Value$278.8K (+$7.0K)
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
UNCHANGED
Shares5,728 from 5,728
Change0 (0%)
Value$278.3K (+$7.0K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares5,512 from 5,512
Change0 (0%)
Value$267.8K (+$6.7K)
Filed 2026-10-21
Brighton Jones LLC
UNCHANGED
Shares5,338 from 5,338
Change0 (0%)
Value$259.4K (+$6.5K)
Filed 2026-11-03
World Equity Group, Inc.
DECREASED
Shares5,275 from 19,090
Change-13,815 (-72%)
Value$256.3K (-$648.1K)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares5,161 from 5,161
Change0 (0%)
Value$250.8K (+$6.3K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$243.0K (+$6.1K)
Filed 2026-10-27
Uptick Partners, LLC
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$229.8K (+$5.8K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares4,440 from 4,440
Change0 (0%)
Value$215.7K (+$5.4K)
Filed 2026-10-15
Grant Street Asset Management, Inc.
UNCHANGED
Shares4,383 from 4,383
Change0 (0%)
Value$213.0K (+$5.3K)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares4,266 from 7,121
Change-2,855 (-40%)
Value$207.3K (-$130.1K)
Filed 2026-11-03
LexAurum Advisors, LLC
DECREASED
Shares4,171 from 4,271
Change-100 (-2%)
Value$202.7K (+$334)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares3,805 from 3,931
Change-126 (-3%)
Value$184.9K (-$1.3K)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares3,091 from 3,391
Change-300 (-9%)
Value$150.2K (-$10.5K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares2,318 from 2,805
Change-487 (-17%)
Value$112.6K (-$20.3K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares1,973 from 1,855
Change+118 (+6%)
Value$95.9K (+$8.0K)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$77.7K (+$1.9K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
DECREASED
Shares803 from 1,312
Change-509 (-39%)
Value$39.0K (-$23.1K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares410 from 450
Change-40 (-9%)
Value$19.9K (-$1.4K)
Filed 2026-10-23
First International Bank of Israel Ltd.
CLOSED
Shares0 from 275,000
Change-275,000 (-100%)
Value$0 (-$13.0M)
Filed 2026-11-04
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 36,876
Change-36,876 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Wedmont Private Capital
CLOSED
Shares0 from 6,250
Change-6,250 (-100%)
Value$0 (-$297.8K)
Filed 2026-10-09
Arbor Capital Management Inc
CLOSED
Shares0 from 4,572
Change-4,572 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 4,282
Change-4,282 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-27
Creative Financial Designs Inc
CLOSED
Shares0 from 755
Change-755 (-100%)
Value$0 (-$35.8K)
Filed 2026-11-04
Envestnet Asset Management Inc
N/A
Shares— from 200,565
Change-200,565 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 200,242
Change-200,242 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 192,641
Change-192,641 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 185,292
Change-185,292 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 146,664
Change-146,664 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 113,999
Change-113,999 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 92,646
Change-92,646 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 75,622
Change-75,622 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 65,300
Change-65,300 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 65,300
Change-65,300 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 52,755
Change-52,755 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,086
Change-40,086 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 39,215
Change-39,215 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,599
Change-35,599 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 35,478
Change-35,478 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 32,349
Change-32,349 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,787
Change-29,787 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 28,998
Change-28,998 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 25,834
Change-25,834 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 25,674
Change-25,674 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 24,937
Change-24,937 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 23,006
Change-23,006 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,280
Change-21,280 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,733
Change-17,733 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,183
Change-17,183 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,167
Change-17,167 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 16,666
Change-16,666 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 16,603
Change-16,603 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 16,522
Change-16,522 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 13,392
Change-13,392 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 12,616
Change-12,616 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
&partners
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,399
Change-9,399 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 472
Change-472 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 279
Change-279 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 152
Change-152 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Decker Wealth Management LLC
INCREASED387,249386,400+849+0%$18.3M$18.8M+$511.1K2026-10-09
Commonwealth Equity Services, LLC
DECREASED153,720171,452-17,732-10%$8.1M$7.5M-$653.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED144,310129,097+15,213+12%$6.1M$7.0M+$896.2K2026-11-02
Hartford Financial Management Inc.
DECREASED121,015121,510-4950%$5.8M$5.9M+$123.7K2026-10-21
Spectrum Asset Management, Inc. (NB )
DECREASED115,653118,323-2,670-2%$5.6M$5.6M+$14.1K2026-10-19
Founders Financial Securities LLC
INCREASED91,41782,308+9,109+11%$3.9M$4.4M+$542.7K2026-10-28
Reap Financial Group, LLC
DECREASED77,66178,584-923-1%$3.7M$3.8M+$50.7K2026-11-02
Beacon Financial Group
DECREASED41,70544,039-2,334-5%$2.1M$2.0M-$59.9K2026-10-19
Strategic Blueprint, LLC
DECREASED40,99241,557-565-1%$2.0M$2.0M+$23.1K2026-10-22
Ignite Planners, LLC
DECREASED39,56245,749-6,187-14%$2.2M$1.9M-$245.0K2026-10-14
Sagespring Wealth Partners, LLC
DECREASED35,51536,106-591-2%$1.7M$1.7M+$15.2K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED35,49840,085-4,587-11%$1.9M$1.7M-$174.0K2026-11-02
Mission Financial Group, LLC
DECREASED35,36236,347-985-3%$1.7M$1.7M-$3.7K2026-10-21
Clear Creek Financial Management, LLC
INCREASED34,10133,806+295+1%$1.6M$1.7M+$55.4K2026-10-28
Commonwealth Financial Services, LLC
DECREASED28,28328,772-489-2%$1.4M$1.4M+$11.2K2026-10-20
CFC Planning Co LLC
DECREASED23,49224,335-843-3%$1.2M$1.1M-$11.3K2026-10-28
LifeWealth Investments, LLC
UNCHANGED21,03321,03300%$996.4K$1.0M+$25.6K2026-10-21
Santori & Peters, Inc.
DECREASED20,56848,048-27,480-57%$2.3M$999.4K-$1.3M2026-10-26
Quartz Partners, LLC
DECREASED20,38322,215-1,832-8%$1.1M$990.4K-$62.0K2026-11-03
Optivise Advisory Services LLC
UNCHANGED17,06117,06100%$808.3K$829.0K+$20.7K2026-10-19
Truist Financial Corp
DECREASED15,71417,227-1,513-9%$816.1K$763.6K-$52.6K2026-10-30
MGO One Seven LLC
UNCHANGED15,32115,32100%$725.8K$744.5K+$18.6K2026-10-28
Sowell Financial Services LLC
DECREASED15,22115,368-147-1%$728.1K$739.6K+$11.6K2026-10-23
Buck Wealth Strategies, LLC
DECREASED13,93013,934-40%$660.1K$676.9K+$16.7K2026-10-28
IFP Advisors, Inc
UNCHANGED13,77213,77200%$652.4K$669.2K+$16.7K2026-10-16
RFG Advisory, LLC
INCREASED13,17513,147+28+0%$622.8K$640.2K+$17.3K2026-11-03
Schulz Wealth, Ltd.
UNCHANGED12,92712,92700%$612.4K$628.1K+$15.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED10,6497,121+3,528+50%$339.3K$519.8K+$180.5K2026-10-13
MTM Investment Management, LLC
UNCHANGED10,57010,57000%$500.8K$513.6K+$12.9K2026-10-30
McKinley Carter Wealth Services, Inc.
UNCHANGED9,8009,80000%$464.3K$476.2K+$11.9K2026-10-16
Madrona Financial Services, LLC
UNCHANGED8,2188,21800%$389.3K$399.3K+$10.0K2026-10-23
Sage Capital Advisors,llc
UNCHANGED7,7567,75600%$367.4K$376.9K+$9.4K2026-10-13
First Heartland Consultants, Inc.
UNCHANGED7,5277,52700%$356.6K$365.7K+$9.2K2026-10-08
Cottage Street Advisors LLC
DECREASED7,4557,725-270-3%$366.0K$362.2K-$3.7K2026-10-19
ATX Financial Planning, LLC
UNCHANGED7,1757,17500%$339.9K$348.6K+$8.7K2026-10-14
Elevation Point Wealth Partners, LLC
UNCHANGED6,7636,76300%$320.4K$328.6K+$8.2K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED6,7507,082-332-5%$335.5K$328.0K-$7.5K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED6,6696,894-225-3%$326.6K$324.1K-$2.5K2026-10-30
Grantvest Financial Group LLC
DECREASED6,5816,831-250-4%$323.6K$319.8K-$3.8K2026-10-21
Certified Advisory Corp
UNCHANGED6,2206,22000%$294.7K$302.2K+$7.6K2026-10-29
Accelerate Investment Advisors LLC
UNCHANGED6,0486,04800%$286.5K$293.9K+$7.4K2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED5,7375,73700%$271.8K$278.8K+$7.0K2026-10-13
Heritage OAK Wealth Advisors LLC
UNCHANGED5,7285,72800%$271.4K$278.3K+$7.0K2026-10-14
Legacy Capital Wealth Partners, LLC
UNCHANGED5,5125,51200%$261.1K$267.8K+$6.7K2026-10-21
Brighton Jones LLC
UNCHANGED5,3385,33800%$252.9K$259.4K+$6.5K2026-11-03
World Equity Group, Inc.
DECREASED5,27519,090-13,815-72%$904.4K$256.3K-$648.1K2026-10-14
Evolution Wealth Management Inc.
UNCHANGED5,1615,16100%$244.5K$250.8K+$6.3K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED5,0005,00000%$236.9K$243.0K+$6.1K2026-10-27
Uptick Partners, LLC
UNCHANGED4,7304,73000%$224.1K$229.8K+$5.8K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED4,4404,44000%$210.3K$215.7K+$5.4K2026-10-15
Grant Street Asset Management, Inc.
UNCHANGED4,3834,38300%$207.6K$213.0K+$5.3K2026-10-26
StoneX Group Inc.
DECREASED4,2667,121-2,855-40%$337.4K$207.3K-$130.1K2026-11-03
LexAurum Advisors, LLC
DECREASED4,1714,271-100-2%$202.3K$202.7K+$3342026-10-19
Farther Finance Advisors, LLC
DECREASED3,8053,931-126-3%$186.2K$184.9K-$1.3K2026-10-08
Lanark Financial, Inc.
DECREASED3,0913,391-300-9%$160.6K$150.2K-$10.5K2026-10-26
Spire Wealth Management
DECREASED2,3182,805-487-17%$132.9K$112.6K-$20.3K2026-10-30
CoreCap Advisors, LLC
INCREASED1,9731,855+118+6%$87.9K$95.9K+$8.0K2026-10-08
Triumph Capital Management
UNCHANGED1,6001,60000%$75.8K$77.7K+$1.9K2026-10-14
Financial Network Wealth Advisors LLC
DECREASED8031,312-509-39%$62.2K$39.0K-$23.1K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED410450-40-9%$21.3K$19.9K-$1.4K2026-10-23
First International Bank of Israel Ltd.
CLOSED0275,000-275,000-100%$13.0M$0-$13.0M2026-11-04
Precedent Wealth Partners, LLC
CLOSED036,876-36,876-100%$1.7M$0-$1.7M2026-10-21
Wedmont Private Capital
CLOSED06,250-6,250-100%$297.8K$0-$297.8K2026-10-09
Arbor Capital Management Inc
CLOSED04,572-4,572-100%$216.2K$0-$216.2K2026-10-21
VestGen Advisors, LLC
CLOSED04,282-4,282-100%$202.9K$0-$202.9K2026-10-27
Creative Financial Designs Inc
CLOSED0755-755-100%$35.8K$0-$35.8K2026-11-04
Envestnet Asset Management Inc
N/A—200,565-200,565-100%$9.5M———
LPL Financial LLC
N/A—200,242-200,242-100%$9.5M———
Osaic Holdings, Inc.
N/A—192,641-192,641-100%$9.1M———
Bluespring Wealth Management, LLC
N/A—185,292-185,292-100%$8.8M———
Cetera Investment Advisers
N/A—146,664-146,664-100%$6.9M———
Harbour Investments, Inc.
N/A—113,999-113,999-100%$5.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—92,646-92,646-100%$4.4M———
Global Retirement Partners, LLC
N/A—75,622-75,622-100%$3.6M———
Aptus Capital Advisors, LLC
N/A—65,300-65,300-100%$3.1M———
Guardian Wealth Advisors, LLC / NC
N/A—65,300-65,300-100%$3.1M———
Raymond James Financial Inc
N/A—52,755-52,755-100%$2.5M———
MML Investors Services, LLC
N/A—40,086-40,086-100%$1.9M———
Wood Tarver Financial Group, LLC
N/A—39,215-39,215-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—35,599-35,599-100%$1.7M———
Money Concepts Capital Corp
N/A—35,478-35,478-100%$1.7M———
Prosperity Consulting Group, LLC
N/A—32,349-32,349-100%$1.5M———
Susquehanna International Group, LLP
N/A—29,787-29,787-100%$1.4M———
Nova Wealth Management, Inc.
N/A—28,998-28,998-100%$1.4M———
Glen Eagle Advisors, LLC
N/A—25,834-25,834-100%$1.2M———
Spinnaker Trust
N/A—25,674-25,674-100%$1.2M———
Integrity Financial Corp
N/A—24,937-24,937-100%$1.2M———
Capasso Planning Partners LLC
N/A—23,006-23,006-100%$1.1M———
JPMorgan Chase & Co
N/A—21,280-21,280-100%$1.0M———
Waverly Advisors, LLC
N/A—17,733-17,733-100%$840.1K———
Kovack Advisors, Inc.
N/A—17,183-17,183-100%$813.8K———
GTS Securities LLC
N/A—17,167-17,167-100%$813.3K———
Tanglewood Legacy Advisors, LLC
N/A—16,666-16,666-100%$789.6K———
Falcon Wealth Planning
N/A—16,603-16,603-100%$786.6K———
1ST Source Bank
N/A—16,522-16,522-100%$782.7K———
Sanctuary Advisors, LLC
N/A—14,257-14,257-100%$675.4K———
Clark Capital Management Group, Inc.
N/A—13,392-13,392-100%$634.4K———
Ogorek Anthony Joseph
N/A—12,616-12,616-100%$597.0K———
Janney Montgomery Scott LLC
N/A—10,567-10,567-100%$501.0K———
NewEdge Advisors, LLC
N/A—10,369-10,369-100%$491.2K———
&partners
N/A—9,685-9,685-100%$458.8K———
Fiduciary Financial Advisors
N/A—9,399-9,399-100%$445.2K———
Mutual Advisors, LLC
N/A—8,794-8,794-100%$416.6K———
Advisory Services Network, LLC
N/A—8,515-8,515-100%$403.4K———
Stratos Wealth Partners, Ltd.
N/A—7,632-7,632-100%$361.6K———
SOA Wealth Advisors, Llc.
N/A—7,582-7,582-100%$359.2K———
HighTower Advisors, LLC
N/A—6,935-6,935-100%$328.5K———
Vestmark Advisory Solutions, Inc.
N/A—6,763-6,763-100%$320.4K———
Per Stirling Capital Management, Llc.
N/A—6,129-6,129-100%$290.3K———
Mariner, LLC
N/A—6,100-6,100-100%$289.0K———
Sequent Planning LLC
N/A—4,992-4,992-100%$236.5K———
First Trust Advisors LP
N/A—4,712-4,712-100%$223.2K———
Steward Partners Investment Advisory, LLC
N/A—4,557-4,557-100%$215.9K———
Lakeridge Wealth Management LLC
N/A—4,415-4,415-100%$209.2K———
Barclays PLC
N/A—3,246-3,246-100%$153.8K———
AE Wealth Management LLC
N/A—3,076-3,076-100%$145.7K———
Centaurus Financial, Inc.
N/A—2,358-2,358-100%$112.0K———
Benson Wealth Management Inc
N/A—2,000-2,000-100%$94.8K———
IFG Advisory, LLC
N/A—830-830-100%$39.3K———
Topsail Wealth Management, LLC
N/A—500-500-100%$23.7K———
Morgan Stanley
N/A—472-472-100%$22.4K———
Geneos Wealth Management Inc.
N/A—345-345-100%$16.3K———
Jones Financial Companies Lllp
N/A—279-279-100%$13.1K———
Smartleaf Asset Management LLC
N/A—154-154-100%$7.3K———
Park Place Capital Corp
N/A—152-152-100%$7.2K———
BFC Planning, Inc.
N/A—78-78-100%$3.7K———
Wells Fargo & Company
N/A—37-37-100%$1.8K———
Showing 127 of 127 institutions