IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Griffith & Werner, Inc.
INCREASED
Shares507,425 from 497,699
Change+9,726 (+2%)
Value$28.4M (+$1.3M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares324,658 from 301,959
Change+22,699 (+8%)
Value$18.2M (+$1.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares258,127 from 299,884
Change-41,757 (-14%)
Value$14.5M (-$1.9M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares231,710 from 232,256
Change-546 (0%)
Value$13.0M (+$332.4K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares210,939 from 216,414
Change-5,475 (-3%)
Value$11.8M (+$31.4K)
Filed 2026-10-28
Schulz Wealth, Ltd.
UNCHANGED
Shares148,313 from 148,313
Change0 (0%)
Value$8.3M (+$231.8K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares114,798 from 105,623
Change+9,175 (+9%)
Value$6.4M (+$679.1K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares88,547 from 88,430
Change+117 (+0%)
Value$5.0M (+$144.7K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares87,263 from 87,825
Change-562 (-1%)
Value$4.9M (+$105.0K)
Filed 2026-11-02
Novem Group
DECREASED
Shares81,798 from 82,353
Change-555 (-1%)
Value$4.6M (+$97.6K)
Filed 2026-10-19
Reap Financial Group, LLC
DECREASED
Shares80,079 from 81,647
Change-1,568 (-2%)
Value$4.5M (+$39.7K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
DECREASED
Shares72,691 from 73,543
Change-852 (-1%)
Value$4.1M (+$67.2K)
Filed 2026-10-26
NovaPoint Capital, LLC
DECREASED
Shares66,510 from 67,509
Change-999 (-1%)
Value$3.7M (+$49.5K)
Filed 2026-10-22
Keystone Wealth Services, LLC
DECREASED
Shares58,857 from 59,007
Change-150 (0%)
Value$3.3M (+$82.1K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares45,549 from 46,115
Change-566 (-1%)
Value$2.6M (+$40.4K)
Filed 2026-11-06
Ignite Planners, LLC
DECREASED
Shares41,250 from 44,966
Change-3,716 (-8%)
Value$2.3M (-$137.9K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares35,831 from 33,133
Change+2,698 (+8%)
Value$2.0M (+$202.9K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares34,899 from 34,931
Change-32 (0%)
Value$2.0M (+$52.8K)
Filed 2026-10-16
FWG Investments, Llc.
DECREASED
Shares33,168 from 34,394
Change-1,226 (-4%)
Value$1.9M (-$14.9K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares31,067 from 29,376
Change+1,691 (+6%)
Value$1.7M (+$140.6K)
Filed 2026-11-03
Bison Wealth, LLC
UNCHANGED
Shares24,320 from 24,320
Change0 (0%)
Value$1.4M (+$47.1K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,337 from 17,070
Change+4,267 (+25%)
Value$1.2M (+$266.4K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares20,758 from 20,758
Change0 (0%)
Value$1.2M (+$32.4K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED
Shares18,660 from 18,858
Change-198 (-1%)
Value$1.0M (+$18.4K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
DECREASED
Shares18,476 from 18,568
Change-92 (0%)
Value$1.0M (+$23.9K)
Filed 2026-11-02
Sacks & Associates, LLC
DECREASED
Shares17,956 from 18,994
Change-1,038 (-5%)
Value$1.0M (-$35.5K)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares17,604 from 17,677
Change-73 (0%)
Value$986.4K (+$23.5K)
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares15,899 from 19,449
Change-3,550 (-18%)
Value$890.8K (-$168.5K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares15,831 from 16,001
Change-170 (-1%)
Value$887.0K (+$15.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares15,620 from 16,005
Change-385 (-2%)
Value$875.2K (+$3.4K)
Filed 2026-11-06
TFB Advisors LLC
INCREASED
Shares15,053 from 12,609
Change+2,444 (+19%)
Value$843.4K (+$156.6K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares14,690 from 14,593
Change+97 (+1%)
Value$823.1K (+$28.2K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares13,552 from 6,553
Change+6,999 (+107%)
Value$759.3K (+$402.4K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares11,512 from 8,355
Change+3,157 (+38%)
Value$645.0K (+$190.0K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
UNCHANGED
Shares10,741 from 10,741
Change0 (0%)
Value$601.8K (+$16.8K)
Filed 2026-10-28
Seven Hills Financial, LLC
NEW
Shares10,600
Change+10,600
Value$593.9K
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares9,938 from 10,118
Change-180 (-2%)
Value$556.8K (+$5.7K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares9,789 from 10,187
Change-398 (-4%)
Value$548.0K (-$7.0K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares9,785 from 12,143
Change-2,358 (-19%)
Value$547.1K (-$114.3K)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares8,669 from 8,669
Change0 (0%)
Value$485.7K (+$13.5K)
Filed 2026-10-06
Apollon Wealth Management, LLC
DECREASED
Shares8,666 from 9,131
Change-465 (-5%)
Value$485.6K (-$11.8K)
Filed 2026-10-23
Swmg, LLC
UNCHANGED
Shares8,188 from 8,188
Change0 (0%)
Value$459.4K (+$11.0K)
Filed 2026-10-23
Legacy Solutions, LLC
UNCHANGED
Shares8,145 from 8,145
Change0 (0%)
Value$456.4K (+$12.7K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares7,902 from 7,902
Change0 (0%)
Value$442.8K (+$12.3K)
Filed 2026-10-13
Share Andrew L.
UNCHANGED
Shares7,650 from 7,650
Change0 (0%)
Value$428.6K (+$12.0K)
Filed 2026-11-06
Chris Bulman Inc
INCREASED
Shares7,640 from 7,509
Change+131 (+2%)
Value$428.1K (+$19.1K)
Filed 2026-10-20
Sigma Planning Corp
UNCHANGED
Shares7,152 from 7,152
Change0 (0%)
Value$400.7K (+$11.2K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares6,749 from 5,530
Change+1,219 (+22%)
Value$378.1K (+$76.9K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares6,674 from 6,590
Change+84 (+1%)
Value$373.9K (+$15.0K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares5,272 from 5,604
Change-332 (-6%)
Value$295.4K (-$9.8K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
DECREASED
Shares5,252 from 5,900
Change-648 (-11%)
Value$294.3K (-$27.1K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares5,188 from 5,188
Change0 (0%)
Value$290.7K (+$8.1K)
Filed 2026-10-08
Fragasso Financial Advisors Inc
DECREASED
Shares5,003 from 5,406
Change-403 (-7%)
Value$283.2K (-$11.3K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares4,500
Change+4,500
Value$252.1K
Filed 2026-10-13
Buck Wealth Strategies, LLC
DECREASED
Shares4,450 from 5,230
Change-780 (-15%)
Value$249.3K (-$35.5K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares4,112 from 4,251
Change-139 (-3%)
Value$230.4K (-$1.1K)
Filed 2026-10-08
Archer Investment Corp
DECREASED
Shares4,038 from 4,040
Change-2 (0%)
Value$226.2K (+$6.2K)
Filed 2026-11-05
Cornerstone Wealth, LLC
UNCHANGED
Shares4,035 from 4,035
Change0 (0%)
Value$226.0K (+$4.5K)
Filed 2026-10-28
Paragon Capital Management Ltd
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$220.9K (+$6.2K)
Filed 2026-10-09
Central Valley Advisors, LLC
UNCHANGED
Shares3,921 from 3,921
Change0 (0%)
Value$219.7K (+$6.1K)
Filed 2026-10-27
Iams Wealth Management, LLC
UNCHANGED
Shares3,863 from 3,863
Change0 (0%)
Value$216.4K (+$6.0K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares3,774 from 3,734
Change+40 (+1%)
Value$211.5K (+$8.1K)
Filed 2026-10-16
Mission Financial Group, LLC
NEW
Shares3,618
Change+3,618
Value$202.7K
Filed 2026-10-21
Wagner Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$168.1K (+$4.7K)
Filed 2026-10-21
Barclays PLC
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$152.5K (+$4.3K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares2,125 from 3,283
Change-1,158 (-35%)
Value$119.1K (-$59.8K)
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$86.4K (+$2.4K)
Filed 2026-10-28
Mather Group, Llc.
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$64.1K (+$1.8K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.0K (+$781)
Filed 2026-11-02
CX Institutional
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$22 (+$1)
Filed 2026-10-02
Cape Investment Advisory, Inc.
INCREASED
Shares378 from 278
Change+100 (+36%)
Value$21.2K (+$6.0K)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$10.8K (+$301)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares127 from 3,513
Change-3,386 (-96%)
Value$7.1K (-$184.2K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (+$31)
Filed 2026-10-30
Strategic Blueprint, LLC
CLOSED
Shares0 from 8,970
Change-8,970 (-100%)
Value$0 (-$488.6K)
Filed 2026-10-22
VestGen Advisors, LLC
CLOSED
Shares0 from 5,123
Change-5,123 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-27
Arbor Capital Management Inc
CLOSED
Shares0 from 4,343
Change-4,343 (-100%)
Value$0 (-$235.7K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 4,337
Change-4,337 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,038
Change-3,038 (-100%)
Value$0 (-$166.2K)
Filed 2026-10-16
Signature Equity Partners, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 269,816
Change-269,816 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 258,435
Change-258,435 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 200,853
Change-200,853 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 171,406
Change-171,406 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 136,122
Change-136,122 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 116,984
Change-116,984 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 85,166
Change-85,166 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 85,055
Change-85,055 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 81,004
Change-81,004 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 76,316
Change-76,316 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 75,649
Change-75,649 (-100%)
Value—
Stephens Inc
N/A
Shares— from 74,396
Change-74,396 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 72,154
Change-72,154 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 41,339
Change-41,339 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,782
Change-38,782 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,010
Change-38,010 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 35,953
Change-35,953 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 35,940
Change-35,940 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 35,911
Change-35,911 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 35,611
Change-35,611 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,987
Change-33,987 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 33,455
Change-33,455 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 31,969
Change-31,969 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 31,773
Change-31,773 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 26,057
Change-26,057 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,871
Change-25,871 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 25,486
Change-25,486 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 24,195
Change-24,195 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 23,267
Change-23,267 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,241
Change-18,241 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,748
Change-16,748 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 15,423
Change-15,423 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,439
Change-14,439 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 10,609
Change-10,609 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,398
Change-9,398 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,297
Change-7,297 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,513
Change-4,513 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 28
Change-28 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Griffith & Werner, Inc.
INCREASED507,425497,699+9,726+2%$27.1M$28.4M+$1.3M2026-11-04
Assetmark, Inc
INCREASED324,658301,959+22,699+8%$16.4M$18.2M+$1.7M2026-10-21
Commonwealth Equity Services, LLC
DECREASED258,127299,884-41,757-14%$16.3M$14.5M-$1.9M2026-11-02
LPL Financial LLC
DECREASED231,710232,256-5460%$12.7M$13.0M+$332.4K2026-11-06
MGO One Seven LLC
DECREASED210,939216,414-5,475-3%$11.8M$11.8M+$31.4K2026-10-28
Schulz Wealth, Ltd.
UNCHANGED148,313148,31300%$8.1M$8.3M+$231.8K2026-11-03
Kestra Advisory Services, LLC
INCREASED114,798105,623+9,175+9%$5.8M$6.4M+$679.1K2026-11-02
Truist Financial Corp
INCREASED88,54788,430+117+0%$4.8M$5.0M+$144.7K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED87,26387,825-562-1%$4.8M$4.9M+$105.0K2026-11-02
Novem Group
DECREASED81,79882,353-555-1%$4.5M$4.6M+$97.6K2026-10-19
Reap Financial Group, LLC
DECREASED80,07981,647-1,568-2%$4.4M$4.5M+$39.7K2026-11-02
Crusonia Wealth Advisors LLC
DECREASED72,69173,543-852-1%$4.0M$4.1M+$67.2K2026-10-26
NovaPoint Capital, LLC
DECREASED66,51067,509-999-1%$3.7M$3.7M+$49.5K2026-10-22
Keystone Wealth Services, LLC
DECREASED58,85759,007-1500%$3.2M$3.3M+$82.1K2026-11-03
PNC Financial Services Group, Inc.
DECREASED45,54946,115-566-1%$2.5M$2.6M+$40.4K2026-11-06
Ignite Planners, LLC
DECREASED41,25044,966-3,716-8%$2.4M$2.3M-$137.9K2026-10-14
Founders Financial Securities LLC
INCREASED35,83133,133+2,698+8%$1.8M$2.0M+$202.9K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED34,89934,931-320%$1.9M$2.0M+$52.8K2026-10-16
FWG Investments, Llc.
DECREASED33,16834,394-1,226-4%$1.9M$1.9M-$14.9K2026-11-03
RFG Advisory, LLC
INCREASED31,06729,376+1,691+6%$1.6M$1.7M+$140.6K2026-11-03
Bison Wealth, LLC
UNCHANGED24,32024,32000%$1.3M$1.4M+$47.1K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED21,33717,070+4,267+25%$936.7K$1.2M+$266.4K2026-10-13
Kingswood Wealth Advisors, LLC
UNCHANGED20,75820,75800%$1.1M$1.2M+$32.4K2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED18,66018,858-198-1%$1.0M$1.0M+$18.4K2026-10-29
Valtinson Bruner Financial Planning LLC
DECREASED18,47618,568-920%$1.0M$1.0M+$23.9K2026-11-02
Sacks & Associates, LLC
DECREASED17,95618,994-1,038-5%$1.0M$1.0M-$35.5K2026-10-09
Oppenheimer & Co Inc
DECREASED17,60417,677-730%$962.8K$986.4K+$23.5K2026-10-26
Grantvest Financial Group LLC
DECREASED15,89919,449-3,550-18%$1.1M$890.8K-$168.5K2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED15,83116,001-170-1%$871.5K$887.0K+$15.5K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED15,62016,005-385-2%$871.7K$875.2K+$3.4K2026-11-06
TFB Advisors LLC
INCREASED15,05312,609+2,444+19%$686.8K$843.4K+$156.6K2026-11-02
CoreCap Advisors, LLC
INCREASED14,69014,593+97+1%$794.8K$823.1K+$28.2K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED13,5526,553+6,999+107%$356.9K$759.3K+$402.4K2026-10-16
Wedbush Securities Inc
INCREASED11,5128,355+3,157+38%$455.0K$645.0K+$190.0K2026-10-22
Clear Creek Financial Management, LLC
UNCHANGED10,74110,74100%$585.0K$601.8K+$16.8K2026-10-28
Seven Hills Financial, LLC
NEW10,600—+10,600——$593.9K—2026-10-13
IFP Advisors, Inc
DECREASED9,93810,118-180-2%$551.1K$556.8K+$5.7K2026-10-16
Park Avenue Securities LLC
DECREASED9,78910,187-398-4%$555.0K$548.0K-$7.0K2026-10-26
Prospera Financial Services Inc
DECREASED9,78512,143-2,358-19%$661.4K$547.1K-$114.3K2026-11-04
Colton Groome Financial Advisors, LLC
UNCHANGED8,6698,66900%$472.2K$485.7K+$13.5K2026-10-06
Apollon Wealth Management, LLC
DECREASED8,6669,131-465-5%$497.3K$485.6K-$11.8K2026-10-23
Swmg, LLC
UNCHANGED8,1888,18800%$448.4K$459.4K+$11.0K2026-10-23
Legacy Solutions, LLC
UNCHANGED8,1458,14500%$443.6K$456.4K+$12.7K2026-10-07
Signature Estate & Investment Advisors LLC
UNCHANGED7,9027,90200%$430.4K$442.8K+$12.3K2026-10-13
Share Andrew L.
UNCHANGED7,6507,65000%$416.7K$428.6K+$12.0K2026-11-06
Chris Bulman Inc
INCREASED7,6407,509+131+2%$409.0K$428.1K+$19.1K2026-10-20
Sigma Planning Corp
UNCHANGED7,1527,15200%$389.6K$400.7K+$11.2K2026-10-23
Brookstone Capital Management
INCREASED6,7495,530+1,219+22%$301.2K$378.1K+$76.9K2026-10-22
Sowell Financial Services LLC
INCREASED6,6746,590+84+1%$358.9K$373.9K+$15.0K2026-10-23
Signal Advisors Wealth, LLC
DECREASED5,2725,604-332-6%$305.2K$295.4K-$9.8K2026-10-13
Financial Network Wealth Advisors LLC
DECREASED5,2525,900-648-11%$321.4K$294.3K-$27.1K2026-10-28
Avidian Wealth Enterprises, LLC
UNCHANGED5,1885,18800%$282.6K$290.7K+$8.1K2026-10-08
Fragasso Financial Advisors Inc
DECREASED5,0035,406-403-7%$294.5K$283.2K-$11.3K2026-10-13
B. Riley Wealth Advisors, Inc.
NEW4,500—+4,500——$252.1K—2026-10-13
Buck Wealth Strategies, LLC
DECREASED4,4505,230-780-15%$284.9K$249.3K-$35.5K2026-10-28
Farther Finance Advisors, LLC
DECREASED4,1124,251-139-3%$231.5K$230.4K-$1.1K2026-10-08
Archer Investment Corp
DECREASED4,0384,040-20%$220.0K$226.2K+$6.2K2026-11-05
Cornerstone Wealth, LLC
UNCHANGED4,0354,03500%$221.4K$226.0K+$4.5K2026-10-28
Paragon Capital Management Ltd
UNCHANGED3,9423,94200%$214.7K$220.9K+$6.2K2026-10-09
Central Valley Advisors, LLC
UNCHANGED3,9213,92100%$213.6K$219.7K+$6.1K2026-10-27
Iams Wealth Management, LLC
UNCHANGED3,8633,86300%$210.4K$216.4K+$6.0K2026-10-15
PFG Advisors
INCREASED3,7743,734+40+1%$203.4K$211.5K+$8.1K2026-10-16
Mission Financial Group, LLC
NEW3,618—+3,618——$202.7K—2026-10-21
Wagner Wealth Management, LLC
UNCHANGED3,0003,00000%$163.4K$168.1K+$4.7K2026-10-21
Barclays PLC
UNCHANGED2,7212,72100%$148.2K$152.5K+$4.3K2026-11-06
Lanark Financial, Inc.
DECREASED2,1253,283-1,158-35%$178.8K$119.1K-$59.8K2026-10-26
Evolution Wealth Management Inc.
UNCHANGED1,5421,54200%$84.0K$86.4K+$2.4K2026-10-28
Mather Group, Llc.
UNCHANGED1,1441,14400%$62.3K$64.1K+$1.8K2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED50050000%$27.2K$28.0K+$7812026-11-02
CX Institutional
UNCHANGED39339300%$21$22+$12026-10-02
Cape Investment Advisory, Inc.
INCREASED378278+100+36%$15.1K$21.2K+$6.0K2026-10-13
Wolff Wiese Magana LLC
UNCHANGED19319300%$10.5K$10.8K+$3012026-10-15
Creative Financial Designs Inc
DECREASED1273,513-3,386-96%$191.3K$7.1K-$184.2K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED202000%$1.1K$1.1K+$312026-10-30
Strategic Blueprint, LLC
CLOSED08,970-8,970-100%$488.6K$0-$488.6K2026-10-22
VestGen Advisors, LLC
CLOSED05,123-5,123-100%$279.0K$0-$279.0K2026-10-27
Arbor Capital Management Inc
CLOSED04,343-4,343-100%$235.7K$0-$235.7K2026-10-21
WealthPlan Investment Management, LLC
CLOSED04,337-4,337-100%$236.2K$0-$236.2K2026-10-15
Cornerstone Planning Group LLC
CLOSED03,038-3,038-100%$166.2K$0-$166.2K2026-10-16
Signature Equity Partners, LLC
CLOSED0275-275-100%$15.0K$0-$15.0K2026-10-29
Envestnet Asset Management Inc
N/A—269,816-269,816-100%$14.7M———
Raymond James Financial Inc
N/A—258,435-258,435-100%$14.1M———
Cetera Investment Advisers
N/A—200,853-200,853-100%$10.9M———
Osaic Holdings, Inc.
N/A—171,406-171,406-100%$9.3M———
National Bank of Canada
N/A—136,122-136,122-100%$7.4M———
Janney Montgomery Scott LLC
N/A—116,984-116,984-100%$6.4M———
Faithward Advisors, LLC
N/A—85,166-85,166-100%$4.6M———
Leigh Baldwin & Co., LLC
N/A—85,055-85,055-100%$4.6M———
Harvest Investment Services, LLC
N/A—81,004-81,004-100%$4.4M———
MML Investors Services, LLC
N/A—76,316-76,316-100%$4.2M———
Arkadios Wealth Advisors
N/A—75,649-75,649-100%$4.1M———
Stephens Inc
N/A—74,396-74,396-100%$4.1M———
Rockefeller Capital Management L.P.
N/A—72,154-72,154-100%$3.9M———
Harbour Investments, Inc.
N/A—41,339-41,339-100%$2.3M———
Susquehanna International Group, LLP
N/A—38,782-38,782-100%$2.1M———
HighTower Advisors, LLC
N/A—38,010-38,010-100%$2.1M———
Old Mission Capital LLC
N/A—35,953-35,953-100%$2.0M———
Integrity Financial Corp
N/A—35,940-35,940-100%$2.0M———
HRT Financial LP
N/A—35,911-35,911-100%$2.0M———
NewEdge Advisors, LLC
N/A—35,611-35,611-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—33,987-33,987-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—33,455-33,455-100%$1.8M———
1776 Wealth LLC
N/A—31,969-31,969-100%$1.7M———
AE Wealth Management LLC
N/A—31,773-31,773-100%$1.7M———
Royal Bank of Canada
N/A—26,057-26,057-100%$1.4M———
Sanctuary Advisors, LLC
N/A—25,871-25,871-100%$1.4M———
Tanglewood Legacy Advisors, LLC
N/A—25,486-25,486-100%$1.4M———
Compass Capital Corp
N/A—24,195-24,195-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—23,267-23,267-100%$1.3M———
Mariner, LLC
N/A—21,752-21,752-100%$1.2M———
Citadel Advisors LLC
N/A—18,241-18,241-100%$993.5K———
Lbmc Investment Advisors, LLC
N/A—16,748-16,748-100%$912.2K———
AQR Capital Management LLC
N/A—15,736-15,736-100%$857.1K———
FSB Premier Wealth Management, Inc.
N/A—15,423-15,423-100%$840.0K———
CreativeOne Wealth, LLC
N/A—14,439-14,439-100%$786.5K———
Centaurus Financial, Inc.
N/A—12,558-12,558-100%$684.0K———
Snowden Capital Advisors LLC
N/A—11,419-11,419-100%$622.0K———
Captrust Financial Advisors
N/A—11,138-11,138-100%$606.7K———
JPMorgan Chase & Co
N/A—10,732-10,732-100%$582.1K———
Nicholson Wealth Management Group, LLC
N/A—10,609-10,609-100%$577.8K———
Mutual Advisors, LLC
N/A—10,545-10,545-100%$574.4K———
Keating Financial Advisory Services, Inc.
N/A—10,483-10,483-100%$571.0K———
Pitti Group Wealth Management, LLC
N/A—9,718-9,718-100%$529.3K———
Fiduciary Financial Advisors
N/A—9,398-9,398-100%$511.8K———
Beck Capital Management, LLC
N/A—8,901-8,901-100%$484.8K———
Savvy Advisors, Inc.
N/A—7,496-7,496-100%$408.3K———
United Capital Financial Advisors, LLC
N/A—7,493-7,493-100%$407.9K———
Kintra Wealth, LLC
N/A—7,297-7,297-100%$406.9K———
Main Street Financial Solutions, LLC
N/A—7,066-7,066-100%$384.9K———
SOA Wealth Advisors, Llc.
N/A—7,017-7,017-100%$382.2K———
Silver OAK Securities, Incorporated
N/A—6,825-6,825-100%$371.7K———
Integrated Wealth Concepts LLC
N/A—5,875-5,875-100%$320.0K———
World Investment Advisors
N/A—5,622-5,622-100%$306.0K———
Gateway Wealth Partners, LLC
N/A—5,166-5,166-100%$281.4K———
Alpha Financial Partners LLC
N/A—4,926-4,926-100%$268.3K———
GTS Securities LLC
N/A—4,513-4,513-100%$245.8K———
Octavia Wealth Advisors, LLC
N/A—4,437-4,437-100%$241.7K———
Capasso Planning Partners LLC
N/A—4,337-4,337-100%$236.2K———
Kovack Advisors, Inc.
N/A—4,154-4,154-100%$226.3K———
Fortress Private Ledger, LLC
N/A—4,038-4,038-100%$219.9K———
Stratos Wealth Advisors, LLC
N/A—3,811-3,811-100%$207.6K———
Ameritas Investment Partners, Inc.
N/A—2,830-2,830-100%$154.1K———
Capital Analysts, LLC
N/A—2,200-2,200-100%$89.0K———
Morgan Stanley
N/A—1,904-1,904-100%$103.7K———
Aptus Capital Advisors, LLC
N/A—1,803-1,803-100%$98.2K———
Arax Advisory Partners
N/A—1,168-1,168-100%$63.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—596-596-100%$32.5K———
IFG Advisory, LLC
N/A—580-580-100%$31.6K———
Rialto Wealth Management, LLC
N/A—330-330-100%$18.0K———
BFC Planning, Inc.
N/A—246-246-100%$13.4K———
Continuum Advisory, LLC
N/A—222-222-100%$12.1K———
Topsail Wealth Management, LLC
N/A—125-125-100%$6.8K———
Wells Fargo & Company
N/A—28-28-100%$1.5K———
Smartleaf Asset Management LLC
N/A—10-10-100%$542———
Showing 154 of 154 institutions