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Ftvestus MAX Buff ETF March (MARM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ignite Planners, LLC
DECREASED
Shares272,071 from 272,928
Change-857 (0%)
Value$9.4M (+$91.1K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares184,467 from 193,815
Change-9,348 (-5%)
Value$6.4M (-$237.4K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares127,482 from 123,679
Change+3,803 (+3%)
Value$4.4M (+$186.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares83,177 from 69,078
Change+14,099 (+20%)
Value$2.9M (+$518.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares44,042 from 40,715
Change+3,327 (+8%)
Value$1.5M (+$133.0K)
Filed 2026-11-06
Truist Financial Corp
UNCHANGED
Shares39,405 from 39,405
Change0 (0%)
Value$1.4M (+$17.4K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED
Shares36,896 from 44,259
Change-7,363 (-17%)
Value$1.3M (-$235.0K)
Filed 2026-10-23
Madrona Financial Services, LLC
DECREASED
Shares34,757 from 51,822
Change-17,065 (-33%)
Value$1.2M (-$567.1K)
Filed 2026-10-23
Legacy Edge Advisors, LLC
INCREASED
Shares34,346 from 34,201
Change+145 (+0%)
Value$1.2M (+$20.1K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares32,869 from 33,927
Change-1,058 (-3%)
Value$1.1M (-$21.6K)
Filed 2026-10-15
Foguth Wealth Management, Llc.
INCREASED
Shares32,626 from 16,629
Change+15,997 (+96%)
Value$1.1M (+$561.3K)
Filed 2026-10-19
Triad Wealth Partners, LLC
DECREASED
Shares31,698 from 39,909
Change-8,211 (-21%)
Value$1.1M (-$274.1K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,630 from 17,423
Change+1,207 (+7%)
Value$644.0K (+$49.0K)
Filed 2026-11-02
Uptick Partners, LLC
UNCHANGED
Shares18,356 from 18,356
Change0 (0%)
Value$634.6K (+$8.1K)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares17,670 from 18,107
Change-437 (-2%)
Value$612.4K (-$6.0K)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares15,249 from 15,674
Change-425 (-3%)
Value$527.2K (-$7.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares14,489 from 15,511
Change-1,022 (-7%)
Value$500.9K (-$28.5K)
Filed 2026-10-23
Climber Capital SA
UNCHANGED
Shares13,798 from 13,798
Change0 (0%)
Value$452.3K (-$17.7K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares13,016 from 17,621
Change-4,605 (-26%)
Value$450.0K (-$151.4K)
Filed 2026-10-28
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares11,953 from 11,953
Change0 (0%)
Value$413.3K (+$5.3K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares9,450 from 9,450
Change0 (0%)
Value$326.7K (+$4.2K)
Filed 2026-10-29
Chris Bulman Inc
DECREASED
Shares9,369 from 9,382
Change-13 (0%)
Value$323.9K (+$3.7K)
Filed 2026-10-20
Certified Advisory Corp
UNCHANGED
Shares8,168 from 8,168
Change0 (0%)
Value$282.4K (+$3.6K)
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares8,123 from 9,525
Change-1,402 (-15%)
Value$280.4K (-$44.7K)
Filed 2026-11-03
First Heartland Consultants, Inc.
UNCHANGED
Shares8,097 from 8,097
Change0 (0%)
Value$279.9K (+$3.6K)
Filed 2026-10-08
Victory Financial Group, LLC
INCREASED
Shares7,973 from 7,770
Change+203 (+3%)
Value$275.7K (+$10.5K)
Filed 2026-10-27
Independent Financial Group, LLC
UNCHANGED
Shares7,826 from 7,826
Change0 (0%)
Value$270.6K (+$3.5K)
Filed 2026-10-13
MN Wealth Advisors, LLC
DECREASED
Shares7,633 from 7,650
Change-17 (0%)
Value$263.9K (+$2.8K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$262.8K (+$3.4K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
NEW
Shares7,493
Change+7,493
Value$259.5K
Filed 2026-10-13
Creative Planning
UNCHANGED
Shares7,242 from 7,242
Change0 (0%)
Value$250.4K (+$3.2K)
Filed 2026-11-02
Sage Capital Advisors,llc
UNCHANGED
Shares6,839 from 6,839
Change0 (0%)
Value$236.5K (+$3.0K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6,799 from 6,799
Change0 (0%)
Value$235.1K (+$3.0K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$233.4K (+$3.0K)
Filed 2026-10-29
LifeWealth Investments, LLC
UNCHANGED
Shares6,521 from 6,521
Change0 (0%)
Value$225.5K (+$2.9K)
Filed 2026-10-21
Precedent Wealth Partners, LLC
UNCHANGED
Shares5,972 from 5,972
Change0 (0%)
Value$206.5K (+$2.6K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares5,449 from 5,503
Change-54 (-1%)
Value$188.4K (+$568)
Filed 2026-10-28
IMG Wealth Management, Inc.
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$101.9K (+$1.3K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares2,540 from 9,180
Change-6,640 (-72%)
Value$87.8K (-$225.5K)
Filed 2026-10-16
CoreCap Advisors, LLC
NEW
Shares900
Change+900
Value$31.1K
Filed 2026-10-08
Barclays PLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$14.0K (+$180)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$10.2K (+$130)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.5K (+$18)
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$138 (+$1)
Filed 2026-10-22
World Equity Group, Inc.
CLOSED
Shares0 from 10,073
Change-10,073 (-100%)
Value$0 (-$343.8K)
Filed 2026-10-14
Merit Financial Group, LLC
CLOSED
Shares0 from 8,073
Change-8,073 (-100%)
Value$0 (-$275.5K)
Filed 2026-11-06
LVZ, Inc.
CLOSED
Shares0 from 7,373
Change-7,373 (-100%)
Value$0 (-$251.7K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 4,993
Change-4,993 (-100%)
Value$0 (-$170.4K)
Filed 2026-10-29
Cetera Investment Advisers
N/A
Shares— from 74,740
Change-74,740 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 56,540
Change-56,540 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 55,580
Change-55,580 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 52,552
Change-52,552 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,639
Change-44,639 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,949
Change-39,949 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 39,170
Change-39,170 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,343
Change-38,343 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 36,212
Change-36,212 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 31,478
Change-31,478 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 22,246
Change-22,246 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,269
Change-18,269 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,682
Change-13,682 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,534
Change-12,534 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
Ignite Planners, LLC
DECREASED272,071272,928-8570%$9.3M$9.4M+$91.1K2026-10-14
Commonwealth Equity Services, LLC
DECREASED184,467193,815-9,348-5%$6.6M$6.4M-$237.4K2026-11-02
Brookstone Capital Management
INCREASED127,482123,679+3,803+3%$4.2M$4.4M+$186.2K2026-10-22
Kestra Advisory Services, LLC
INCREASED83,17769,078+14,099+20%$2.4M$2.9M+$518.0K2026-11-02
LPL Financial LLC
INCREASED44,04240,715+3,327+8%$1.4M$1.5M+$133.0K2026-11-06
Truist Financial Corp
UNCHANGED39,40539,40500%$1.3M$1.4M+$17.4K2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED36,89644,259-7,363-17%$1.5M$1.3M-$235.0K2026-10-23
Madrona Financial Services, LLC
DECREASED34,75751,822-17,065-33%$1.8M$1.2M-$567.1K2026-10-23
Legacy Edge Advisors, LLC
INCREASED34,34634,201+145+0%$1.2M$1.2M+$20.1K2026-11-06
Atria Investments, Inc
DECREASED32,86933,927-1,058-3%$1.2M$1.1M-$21.6K2026-10-15
Foguth Wealth Management, Llc.
INCREASED32,62616,629+15,997+96%$569.0K$1.1M+$561.3K2026-10-19
Triad Wealth Partners, LLC
DECREASED31,69839,909-8,211-21%$1.4M$1.1M-$274.1K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED18,63017,423+1,207+7%$595.0K$644.0K+$49.0K2026-11-02
Uptick Partners, LLC
UNCHANGED18,35618,35600%$626.5K$634.6K+$8.1K2026-11-04
Global Assets Advisory, LLC
DECREASED17,67018,107-437-2%$618.4K$612.4K-$6.0K2026-10-28
Triumph Capital Management
DECREASED15,24915,674-425-3%$535.0K$527.2K-$7.8K2026-10-14
Apollon Wealth Management, LLC
DECREASED14,48915,511-1,022-7%$529.4K$500.9K-$28.5K2026-10-23
Climber Capital SA
UNCHANGED13,79813,79800%$470.0K$452.3K-$17.7K2026-10-20
Clear Creek Financial Management, LLC
DECREASED13,01617,621-4,605-26%$601.4K$450.0K-$151.4K2026-10-28
Syntegra Private Wealth Group, LLC
UNCHANGED11,95311,95300%$408.0K$413.3K+$5.3K2026-10-13
Gerber Kawasaki Wealth & Investment Management
UNCHANGED9,4509,45000%$322.5K$326.7K+$4.2K2026-10-29
Chris Bulman Inc
DECREASED9,3699,382-130%$320.2K$323.9K+$3.7K2026-10-20
Certified Advisory Corp
UNCHANGED8,1688,16800%$278.8K$282.4K+$3.6K2026-10-29
StoneX Group Inc.
DECREASED8,1239,525-1,402-15%$325.1K$280.4K-$44.7K2026-11-03
First Heartland Consultants, Inc.
UNCHANGED8,0978,09700%$276.4K$279.9K+$3.6K2026-10-08
Victory Financial Group, LLC
INCREASED7,9737,770+203+3%$265.2K$275.7K+$10.5K2026-10-27
Independent Financial Group, LLC
UNCHANGED7,8267,82600%$267.1K$270.6K+$3.5K2026-10-13
MN Wealth Advisors, LLC
DECREASED7,6337,650-170%$261.1K$263.9K+$2.8K2026-10-23
Buck Wealth Strategies, LLC
UNCHANGED7,6007,60000%$259.4K$262.8K+$3.4K2026-10-28
Wealth Enhancement Advisory Services, LLC
NEW7,493—+7,493——$259.5K—2026-10-13
Creative Planning
UNCHANGED7,2427,24200%$247.2K$250.4K+$3.2K2026-11-02
Sage Capital Advisors,llc
UNCHANGED6,8396,83900%$233.4K$236.5K+$3.0K2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED6,7996,79900%$232.1K$235.1K+$3.0K2026-10-23
Koshinski Asset Management, Inc.
UNCHANGED6,7506,75000%$230.4K$233.4K+$3.0K2026-10-29
LifeWealth Investments, LLC
UNCHANGED6,5216,52100%$222.6K$225.5K+$2.9K2026-10-21
Precedent Wealth Partners, LLC
UNCHANGED5,9725,97200%$203.8K$206.5K+$2.6K2026-10-21
Evolution Wealth Management Inc.
DECREASED5,4495,503-54-1%$187.8K$188.4K+$5682026-10-28
IMG Wealth Management, Inc.
UNCHANGED2,9462,94600%$100.6K$101.9K+$1.3K2026-10-27
IFP Advisors, Inc
DECREASED2,5409,180-6,640-72%$313.3K$87.8K-$225.5K2026-10-16
CoreCap Advisors, LLC
NEW900—+900——$31.1K—2026-10-08
Barclays PLC
UNCHANGED40640600%$13.9K$14.0K+$1802026-11-06
Creative Financial Designs Inc
UNCHANGED29529500%$10.1K$10.2K+$1302026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED424200%$1.4K$1.5K+$182026-10-27
SBI Securities Co., Ltd.
UNCHANGED4400%$137$138+$12026-10-22
World Equity Group, Inc.
CLOSED010,073-10,073-100%$343.8K$0-$343.8K2026-10-14
Merit Financial Group, LLC
CLOSED08,073-8,073-100%$275.5K$0-$275.5K2026-11-06
LVZ, Inc.
CLOSED07,373-7,373-100%$251.7K$0-$251.7K2026-10-20
Bullseye Investment Management, LLC
CLOSED04,993-4,993-100%$170.4K$0-$170.4K2026-10-29
Cetera Investment Advisers
N/A—74,740-74,740-100%$2.6M———
NewEdge Advisors, LLC
N/A—56,540-56,540-100%$1.9M———
Captrust Financial Advisors
N/A—55,580-55,580-100%$1.9M———
Mariner, LLC
N/A—52,552-52,552-100%$1.8M———
Osaic Holdings, Inc.
N/A—44,639-44,639-100%$1.5M———
Cresset Asset Management, LLC
N/A—39,949-39,949-100%$1.4M———
Capasso Planning Partners LLC
N/A—39,170-39,170-100%$1.3M———
Susquehanna International Group, LLP
N/A—38,343-38,343-100%$1.3M———
Main Street Financial Solutions, LLC
N/A—36,212-36,212-100%$1.2M———
Mutual Advisors, LLC
N/A—31,478-31,478-100%$1.1M———
Harbour Investments, Inc.
N/A—22,246-22,246-100%$759.3K———
Summit Financial, LLC
N/A—18,269-18,269-100%$623.6K———
AE Wealth Management LLC
N/A—16,017-16,017-100%$546.7K———
Gallagher Fiduciary Advisors, LLC
N/A—15,310-15,310-100%$522.5K———
Arkadios Wealth Advisors
N/A—13,682-13,682-100%$467.0K———
Ameritas Advisory Services, LLC
N/A—12,534-12,534-100%$427.8K———
Jaffetilchin Investment Partners, LLC
N/A—11,994-11,994-100%$409.4K———
Coppell Advisory Solutions LLC
N/A—10,015-10,015-100%$900.1K———
Prasad Wealth Partners, LLC
N/A—8,900-8,900-100%$303.8K———
Integrity Financial Corp
N/A—7,631-7,631-100%$260.5K———
Envestnet Asset Management Inc
N/A—7,582-7,582-100%$258.8K———
SageView Advisory Group, LLC
N/A—7,242-7,242-100%$247.2K———
SageGuard Financial Group, LLC
N/A—7,061-7,061-100%$241.0K———
Great Valley Advisor Group, Inc.
N/A—6,600-6,600-100%$225.0K———
Steward Partners Investment Advisory, LLC
N/A—3,948-3,948-100%$134.8K———
JPMorgan Chase & Co
N/A—3,688-3,688-100%$125.8K———
Glen Eagle Advisors, LLC
N/A—3,000-3,000-100%$102.4K———
Geneos Wealth Management Inc.
N/A—2,960-2,960-100%$101.0K———
UBS Group AG
N/A—1,739-1,739-100%$59.4K———
Capital Analysts, LLC
N/A—1,210-1,210-100%$41.0K———
Fiduciary Financial Advisors
N/A—1,000-1,000-100%$34.1K———
Showing 79 of 79 institutions