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FT VST LAD Nsdq BUF ETF-Usdi (BUFQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares777,379 from 761,526
Change+15,853 (+2%)
Value$31.5M (+$1.6M)
Filed 2026-11-02
Centennial Wealth Advisory LLC
INCREASED
Shares681,864 from 584,188
Change+97,676 (+17%)
Value$27.6M (+$4.7M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares656,299 from 669,250
Change-12,951 (-2%)
Value$26.6M (+$312.0K)
Filed 2026-11-02
Valtinson Bruner Financial Planning LLC
INCREASED
Shares421,321 from 405,747
Change+15,574 (+4%)
Value$17.1M (+$1.1M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares342,180 from 311,233
Change+30,947 (+10%)
Value$13.9M (+$1.6M)
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares313,074 from 297,371
Change+15,703 (+5%)
Value$12.7M (+$1.0M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares297,449 from 281,056
Change+16,393 (+6%)
Value$12.1M (+$1.0M)
Filed 2026-11-02
Seros Financial, LLC
INCREASED
Shares287,456 from 277,068
Change+10,388 (+4%)
Value$11.6M (+$767.3K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares192,354 from 234,840
Change-42,486 (-18%)
Value$7.8M (-$1.4M)
Filed 2026-10-26
RiverTree Advisors, LLC
DECREASED
Shares181,885 from 183,487
Change-1,602 (-1%)
Value$7.4M (+$164.4K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares178,769 from 79,215
Change+99,554 (+126%)
Value$7.0M (+$3.9M)
Filed 2026-11-04
Accel Wealth Management
INCREASED
Shares171,672 from 156,414
Change+15,258 (+10%)
Value$7.0M (+$813.8K)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares163,068 from 167,711
Change-4,643 (-3%)
Value$6.6M (+$21.5K)
Filed 2026-10-15
Triton Wealth Management, Pllc
DECREASED
Shares134,545 from 136,111
Change-1,566 (-1%)
Value$5.2M (-$35.9K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares134,316 from 126,537
Change+7,779 (+6%)
Value$5.4M (+$473.4K)
Filed 2026-10-15
Financial Guidance Group, Inc.
INCREASED
Shares114,748 from 109,791
Change+4,957 (+5%)
Value$4.6M (+$338.1K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares105,306 from 64,777
Change+40,529 (+63%)
Value$4.3M (+$1.7M)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares103,488 from 143,587
Change-40,099 (-28%)
Value$4.2M (-$1.4M)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares94,878 from 83,964
Change+10,914 (+13%)
Value$3.8M (+$547.2K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares94,532 from 87,497
Change+7,035 (+8%)
Value$3.8M (+$388.7K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares84,383 from 61,335
Change+23,048 (+38%)
Value$3.4M (+$1.0M)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
INCREASED
Shares82,575 from 80,368
Change+2,207 (+3%)
Value$3.3M (+$189.9K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares82,168 from 79,994
Change+2,174 (+3%)
Value$3.3M (+$188.1K)
Filed 2026-10-21
Richmond Investment Services, LLC
INCREASED
Shares80,931 from 73,226
Change+7,705 (+11%)
Value$3.3M (+$403.7K)
Filed 2026-10-29
Prism Advisors, Inc.
DECREASED
Shares76,578 from 161,091
Change-84,513 (-52%)
Value$3.1M (-$3.2M)
Filed 2026-10-09
Midwest Financial Group LLC
INCREASED
Shares74,712 from 74,091
Change+621 (+1%)
Value$3.0M (+$117.8K)
Filed 2026-10-15
Goldenstone Wealth Management LLC
DECREASED
Shares73,756 from 81,056
Change-7,300 (-9%)
Value$3.0M (-$194.5K)
Filed 2026-11-04
Ergawealth Advisors, Inc.
DECREASED
Shares70,835 from 76,640
Change-5,805 (-8%)
Value$2.9M (-$139.4K)
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares63,730 from 47,285
Change+16,445 (+35%)
Value$2.6M (+$725.5K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares58,920 from 22,816
Change+36,104 (+158%)
Value$2.4M (+$1.5M)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares54,839 from 57,180
Change-2,341 (-4%)
Value$2.2M (-$23.4K)
Filed 2026-10-22
Ipsen Advisor Group LLC
DECREASED
Shares51,330 from 52,653
Change-1,323 (-3%)
Value$2.1M (+$12.2K)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares46,995 from 35,128
Change+11,867 (+34%)
Value$1.9M (+$524.8K)
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares46,859 from 46,531
Change+328 (+1%)
Value$1.9M (+$71.5K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares46,283 from 45,144
Change+1,139 (+3%)
Value$1.9M (+$102.6K)
Filed 2026-11-03
Rubicon Advisors, GP
UNCHANGED
Shares44,936 from 44,936
Change0 (0%)
Value$1.8M (+$56.2K)
Filed 2026-10-23
HBW Advisory Services LLC
INCREASED
Shares44,333 from 37,694
Change+6,639 (+18%)
Value$1.8M (+$316.1K)
Filed 2026-10-15
Vima LLC
DECREASED
Shares42,420 from 44,916
Change-2,496 (-6%)
Value$1.7M (-$45.0K)
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares39,673 from 114,741
Change-75,068 (-65%)
Value$1.6M (-$2.9M)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares39,046 from 28,931
Change+10,115 (+35%)
Value$1.6M (+$446.0K)
Filed 2026-10-08
SLT Holdings LLC
DECREASED
Shares38,684 from 39,218
Change-534 (-1%)
Value$1.6M (+$27.4K)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares28,784 from 8,040
Change+20,744 (+258%)
Value$1.2M (+$850.6K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares26,845 from 26,726
Change+119 (+0%)
Value$1.1M (+$38.2K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares26,596 from 27,168
Change-572 (-2%)
Value$1.1M (+$10.8K)
Filed 2026-10-28
Soltis Investment Advisors LLC
UNCHANGED
Shares25,276 from 25,276
Change0 (0%)
Value$1.0M (+$31.6K)
Filed 2026-10-28
National Wealth Management Group, LLC
INCREASED
Shares24,377 from 14,513
Change+9,864 (+68%)
Value$987.8K (+$417.8K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares24,137 from 13,736
Change+10,401 (+76%)
Value$978.0K (+$438.6K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares23,524 from 16,033
Change+7,491 (+47%)
Value$953.2K (+$323.6K)
Filed 2026-10-27
Procyon Advisors, LLC
UNCHANGED
Shares23,408 from 23,408
Change0 (0%)
Value$948.5K (+$29.3K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares22,238 from 25,415
Change-3,177 (-12%)
Value$901.1K (-$97.0K)
Filed 2026-10-30
Novem Group
DECREASED
Shares21,063 from 21,265
Change-202 (-1%)
Value$853.5K (+$18.4K)
Filed 2026-10-19
Uptick Partners, LLC
NEW
Shares20,727
Change+20,727
Value$839.9K
Filed 2026-11-04
Chris Bulman Inc
INCREASED
Shares19,390 from 17,699
Change+1,691 (+10%)
Value$785.7K (+$90.6K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
NEW
Shares18,045
Change+18,045
Value$731.2K
Filed 2026-10-01
Lighthouse Wealth Management Inc.
INCREASED
Shares17,109 from 13,462
Change+3,647 (+27%)
Value$693.3K (+$164.6K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares15,771 from 15,772
Change-1 (0%)
Value$639.0K (+$19.7K)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares13,714 from 13,818
Change-104 (-1%)
Value$556.0K (+$13.0K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED
Shares13,236 from 13,229
Change+7 (+0%)
Value$536.3K (+$16.8K)
Filed 2026-10-23
Flagstar Securities, Inc
DECREASED
Shares12,563 from 12,816
Change-253 (-2%)
Value$509.1K (+$5.8K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares11,557 from 11,557
Change0 (0%)
Value$468.3K (+$14.4K)
Filed 2026-10-20
Accurate Wealth Management, LLC
UNCHANGED
Shares10,206 from 10,206
Change0 (0%)
Value$416.1K (+$15.5K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares10,012 from 10,174
Change-162 (-2%)
Value$405.7K (+$6.2K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares9,957 from 10,932
Change-975 (-9%)
Value$398.8K (-$18.3K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares9,819 from 9,833
Change-14 (0%)
Value$397.9K (+$11.7K)
Filed 2026-11-04
Winnacle Wealth LLC
DECREASED
Shares9,431 from 12,746
Change-3,315 (-26%)
Value$382.1K (-$118.4K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares9,246 from 7,246
Change+2,000 (+28%)
Value$374.6K (+$90.1K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares8,675 from 6,515
Change+2,160 (+33%)
Value$351.5K (+$95.7K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares8,595
Change+8,595
Value$348.3K
Filed 2026-11-03
Balboa Wealth Partners
UNCHANGED
Shares8,578 from 8,578
Change0 (0%)
Value$347.6K (+$10.7K)
Filed 2026-10-20
Bison Wealth, LLC
UNCHANGED
Shares8,537 from 8,537
Change0 (0%)
Value$348.8K (+$15.2K)
Filed 2026-10-13
Synergy Asset Management, LLC
INCREASED
Shares8,121 from 7,166
Change+955 (+13%)
Value$329.1K (+$47.7K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares8,097 from 8,400
Change-303 (-4%)
Value$328.1K (-$1.8K)
Filed 2026-11-03
Diligent Investors, LLC
UNCHANGED
Shares7,950 from 7,950
Change0 (0%)
Value$322.1K (+$9.9K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares7,415 from 4,116
Change+3,299 (+80%)
Value$300.5K (+$138.8K)
Filed 2026-10-26
Sharper & Granite LLC
UNCHANGED
Shares7,378 from 7,378
Change0 (0%)
Value$260.6K (-$29.1K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
INCREASED
Shares6,933 from 5,440
Change+1,493 (+27%)
Value$280.9K (+$67.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,857 from 8,238
Change-1,381 (-17%)
Value$279.6K (-$43.7K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares6,399 from 28,396
Change-21,997 (-77%)
Value$259.3K (-$855.8K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED
Shares6,313 from 5,903
Change+410 (+7%)
Value$255.8K (+$24.0K)
Filed 2026-10-16
Matauro, LLC
NEW
Shares6,249
Change+6,249
Value$253.2K
Filed 2026-11-03
Koshinski Asset Management, Inc.
NEW
Shares6,068
Change+6,068
Value$245.9K
Filed 2026-10-29
71 West Capital Partners
NEW
Shares6,037
Change+6,037
Value$244.6K
Filed 2026-11-04
Quad-Cities Investment Group, LLC
UNCHANGED
Shares5,795 from 5,795
Change0 (0%)
Value$234.8K (+$7.2K)
Filed 2026-10-16
Catalyst Investment Management LLC
DECREASED
Shares5,645 from 55,675
Change-50,030 (-90%)
Value$228.7K (-$2.0M)
Filed 2026-10-21
Citizens Financial Group Inc
NEW
Shares5,524
Change+5,524
Value$223.8K
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares3,737 from 3,619
Change+118 (+3%)
Value$151.4K (+$9.3K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$105.4K (+$3.3K)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares2,000 from 2,800
Change-800 (-29%)
Value$81.0K (-$28.9K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$67.9K (+$2.1K)
Filed 2026-11-05
Evolution Wealth Management Inc.
NEW
Shares1,118
Change+1,118
Value$45.3K
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares634 from 888
Change-254 (-29%)
Value$25.7K (-$9.2K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares482 from 182
Change+300 (+165%)
Value$19.5K (+$12.4K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$19.3K (+$595)
Filed 2026-10-28
Whipplewood Advisors, LLC
DECREASED
Shares445 from 1,630
Change-1,185 (-73%)
Value$18.0K (-$46.0K)
Filed 2026-10-20
Abound Wealth Management
NEW
Shares348
Change+348
Value$14.1K
Filed 2026-10-26
James T. Borello RIA
NEW
Shares4
Change+4
Value$162
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 6,517
Change-6,517 (-100%)
Value$0 (-$255.9K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 5,197
Change-5,197 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 3,691
Change-3,691 (-100%)
Value$0 (-$144.9K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 8,862,303
Change-8,862,303 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,840,918
Change-1,840,918 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,450,393
Change-1,450,393 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,379,944
Change-1,379,944 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,090,086
Change-1,090,086 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,032,527
Change-1,032,527 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 884,967
Change-884,967 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 718,291
Change-718,291 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 627,075
Change-627,075 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 538,560
Change-538,560 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 485,448
Change-485,448 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 417,888
Change-417,888 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 386,233
Change-386,233 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 327,898
Change-327,898 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 305,295
Change-305,295 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 231,736
Change-231,736 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 214,906
Change-214,906 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 195,474
Change-195,474 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 170,386
Change-170,386 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 158,667
Change-158,667 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 123,612
Change-123,612 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 119,384
Change-119,384 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 117,256
Change-117,256 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 111,014
Change-111,014 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 110,511
Change-110,511 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 96,498
Change-96,498 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 86,171
Change-86,171 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 84,665
Change-84,665 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 80,972
Change-80,972 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 79,630
Change-79,630 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 78,917
Change-78,917 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 65,331
Change-65,331 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 64,862
Change-64,862 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 64,777
Change-64,777 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 60,286
Change-60,286 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,883
Change-53,883 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 52,283
Change-52,283 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 48,940
Change-48,940 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 44,753
Change-44,753 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 43,516
Change-43,516 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 41,059
Change-41,059 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 36,710
Change-36,710 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 32,450
Change-32,450 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 31,003
Change-31,003 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 29,997
Change-29,997 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,003
Change-27,003 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 25,990
Change-25,990 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 24,337
Change-24,337 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 23,688
Change-23,688 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 21,250
Change-21,250 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,669
Change-19,669 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,598
Change-19,598 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,222
Change-19,222 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,811
Change-18,811 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 18,671
Change-18,671 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 18,299
Change-18,299 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,847
Change-15,847 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 15,721
Change-15,721 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 15,288
Change-15,288 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 14,790
Change-14,790 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,274
Change-14,274 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 13,121
Change-13,121 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 13,112
Change-13,112 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,647
Change-12,647 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 11,546
Change-11,546 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,572
Change-9,572 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 479
Change-479 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 397
Change-397 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 104
Change-104 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED777,379761,526+15,853+2%$29.9M$31.5M+$1.6M2026-11-02
Centennial Wealth Advisory LLC
INCREASED681,864584,188+97,676+17%$22.9M$27.6M+$4.7M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED656,299669,250-12,951-2%$26.3M$26.6M+$312.0K2026-11-02
Valtinson Bruner Financial Planning LLC
INCREASED421,321405,747+15,574+4%$15.9M$17.1M+$1.1M2026-11-02
Truist Financial Corp
INCREASED342,180311,233+30,947+10%$12.2M$13.9M+$1.6M2026-10-30
IMG Wealth Management, Inc.
INCREASED313,074297,371+15,703+5%$11.7M$12.7M+$1.0M2026-10-27
Kestra Advisory Services, LLC
INCREASED297,449281,056+16,393+6%$11.0M$12.1M+$1.0M2026-11-02
Seros Financial, LLC
INCREASED287,456277,068+10,388+4%$10.9M$11.6M+$767.3K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED192,354234,840-42,486-18%$9.2M$7.8M-$1.4M2026-10-26
RiverTree Advisors, LLC
DECREASED181,885183,487-1,602-1%$7.2M$7.4M+$164.4K2026-10-13
Prospera Financial Services Inc
INCREASED178,76979,215+99,554+126%$3.1M$7.0M+$3.9M2026-11-04
Accel Wealth Management
INCREASED171,672156,414+15,258+10%$6.1M$7.0M+$813.8K2026-10-13
Iams Wealth Management, LLC
DECREASED163,068167,711-4,643-3%$6.6M$6.6M+$21.5K2026-10-15
Triton Wealth Management, Pllc
DECREASED134,545136,111-1,566-1%$5.3M$5.2M-$35.9K2026-11-04
Atria Investments, Inc
INCREASED134,316126,537+7,779+6%$5.0M$5.4M+$473.4K2026-10-15
Financial Guidance Group, Inc.
INCREASED114,748109,791+4,957+5%$4.3M$4.6M+$338.1K2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED105,30664,777+40,529+63%$2.5M$4.3M+$1.7M2026-11-05
Creative Financial Designs Inc
DECREASED103,488143,587-40,099-28%$5.6M$4.2M-$1.4M2026-11-04
Golden State Wealth Management, LLC
INCREASED94,87883,964+10,914+13%$3.3M$3.8M+$547.2K2026-11-02
Keystone Wealth Services, LLC
INCREASED94,53287,497+7,035+8%$3.4M$3.8M+$388.7K2026-11-03
Oppenheimer & Co Inc
INCREASED84,38361,335+23,048+38%$2.4M$3.4M+$1.0M2026-10-26
Bluedoor Private Wealth, LLC
INCREASED82,57580,368+2,207+3%$3.2M$3.3M+$189.9K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED82,16879,994+2,174+3%$3.1M$3.3M+$188.1K2026-10-21
Richmond Investment Services, LLC
INCREASED80,93173,226+7,705+11%$2.9M$3.3M+$403.7K2026-10-29
Prism Advisors, Inc.
DECREASED76,578161,091-84,513-52%$6.3M$3.1M-$3.2M2026-10-09
Midwest Financial Group LLC
INCREASED74,71274,091+621+1%$2.9M$3.0M+$117.8K2026-10-15
Goldenstone Wealth Management LLC
DECREASED73,75681,056-7,300-9%$3.2M$3.0M-$194.5K2026-11-04
Ergawealth Advisors, Inc.
DECREASED70,83576,640-5,805-8%$3.0M$2.9M-$139.4K2026-10-21
Optivise Advisory Services LLC
INCREASED63,73047,285+16,445+35%$1.9M$2.6M+$725.5K2026-10-19
Independent Financial Group, LLC
INCREASED58,92022,816+36,104+158%$896.0K$2.4M+$1.5M2026-10-13
Brookstone Capital Management
DECREASED54,83957,180-2,341-4%$2.2M$2.2M-$23.4K2026-10-22
Ipsen Advisor Group LLC
DECREASED51,33052,653-1,323-3%$2.1M$2.1M+$12.2K2026-10-29
LexAurum Advisors, LLC
INCREASED46,99535,128+11,867+34%$1.4M$1.9M+$524.8K2026-10-19
Ignite Planners, LLC
INCREASED46,85946,531+328+1%$1.8M$1.9M+$71.5K2026-10-14
RFG Advisory, LLC
INCREASED46,28345,144+1,139+3%$1.8M$1.9M+$102.6K2026-11-03
Rubicon Advisors, GP
UNCHANGED44,93644,93600%$1.8M$1.8M+$56.2K2026-10-23
HBW Advisory Services LLC
INCREASED44,33337,694+6,639+18%$1.5M$1.8M+$316.1K2026-10-15
Vima LLC
DECREASED42,42044,916-2,496-6%$1.8M$1.7M-$45.0K2026-10-23
World Equity Group, Inc.
DECREASED39,673114,741-75,068-65%$4.5M$1.6M-$2.9M2026-10-14
First Heartland Consultants, Inc.
INCREASED39,04628,931+10,115+35%$1.1M$1.6M+$446.0K2026-10-08
SLT Holdings LLC
DECREASED38,68439,218-534-1%$1.5M$1.6M+$27.4K2026-10-15
AlphaStar Capital Management, LLC
INCREASED28,7848,040+20,744+258%$315.7K$1.2M+$850.6K2026-10-16
IFP Advisors, Inc
INCREASED26,84526,726+119+0%$1.0M$1.1M+$38.2K2026-10-16
Intrua Financial, LLC
DECREASED26,59627,168-572-2%$1.1M$1.1M+$10.8K2026-10-28
Soltis Investment Advisors LLC
UNCHANGED25,27625,27600%$992.6K$1.0M+$31.6K2026-10-28
National Wealth Management Group, LLC
INCREASED24,37714,513+9,864+68%$569.9K$987.8K+$417.8K2026-10-26
MGO One Seven LLC
INCREASED24,13713,736+10,401+76%$539.4K$978.0K+$438.6K2026-10-28
Victory Financial Group, LLC
INCREASED23,52416,033+7,491+47%$629.6K$953.2K+$323.6K2026-10-27
Procyon Advisors, LLC
UNCHANGED23,40823,40800%$919.2K$948.5K+$29.3K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED22,23825,415-3,177-12%$998.0K$901.1K-$97.0K2026-10-30
Novem Group
DECREASED21,06321,265-202-1%$835.1K$853.5K+$18.4K2026-10-19
Uptick Partners, LLC
NEW20,727—+20,727——$839.9K—2026-11-04
Chris Bulman Inc
INCREASED19,39017,699+1,691+10%$695.0K$785.7K+$90.6K2026-10-20
Stonebridge Financial Group, LLC
NEW18,045—+18,045——$731.2K—2026-10-01
Lighthouse Wealth Management Inc.
INCREASED17,10913,462+3,647+27%$528.7K$693.3K+$164.6K2026-10-13
Axxcess Wealth Management, LLC
DECREASED15,77115,772-10%$619.4K$639.0K+$19.7K2026-10-21
Park Avenue Securities LLC
DECREASED13,71413,818-104-1%$543.0K$556.0K+$13.0K2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED13,23613,229+7+0%$519.5K$536.3K+$16.8K2026-10-23
Flagstar Securities, Inc
DECREASED12,56312,816-253-2%$503.3K$509.1K+$5.8K2026-10-15
Private Trust Co NA
UNCHANGED11,55711,55700%$453.8K$468.3K+$14.4K2026-10-20
Accurate Wealth Management, LLC
UNCHANGED10,20610,20600%$400.6K$416.1K+$15.5K2026-10-20
Visionary Wealth Advisors
DECREASED10,01210,174-162-2%$399.5K$405.7K+$6.2K2026-11-04
Sovran Advisors, LLC
DECREASED9,95710,932-975-9%$417.1K$398.8K-$18.3K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED9,8199,833-140%$386.1K$397.9K+$11.7K2026-11-04
Winnacle Wealth LLC
DECREASED9,43112,746-3,315-26%$500.5K$382.1K-$118.4K2026-10-15
Vise Technologies, Inc.
INCREASED9,2467,246+2,000+28%$284.6K$374.6K+$90.1K2026-10-29
VestGen Advisors, LLC
INCREASED8,6756,515+2,160+33%$255.8K$351.5K+$95.7K2026-10-27
Ascentis Independent Advisors
NEW8,595—+8,595——$348.3K—2026-11-03
Balboa Wealth Partners
UNCHANGED8,5788,57800%$336.9K$347.6K+$10.7K2026-10-20
Bison Wealth, LLC
UNCHANGED8,5378,53700%$333.6K$348.8K+$15.2K2026-10-13
Synergy Asset Management, LLC
INCREASED8,1217,166+955+13%$281.4K$329.1K+$47.7K2026-11-05
StoneX Group Inc.
DECREASED8,0978,400-303-4%$329.9K$328.1K-$1.8K2026-11-03
Diligent Investors, LLC
UNCHANGED7,9507,95000%$312.2K$322.1K+$9.9K2026-10-21
Lanark Financial, Inc.
INCREASED7,4154,116+3,299+80%$161.6K$300.5K+$138.8K2026-10-26
Sharper & Granite LLC
UNCHANGED7,3787,37800%$289.7K$260.6K-$29.1K2026-11-02
BridgePort Financial Solutions, LLC
INCREASED6,9335,440+1,493+27%$213.6K$280.9K+$67.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED6,8578,238-1,381-17%$323.3K$279.6K-$43.7K2026-10-13
Integrity Alliance, Llc.
DECREASED6,39928,396-21,997-77%$1.1M$259.3K-$855.8K2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED6,3135,903+410+7%$231.8K$255.8K+$24.0K2026-10-16
Matauro, LLC
NEW6,249—+6,249——$253.2K—2026-11-03
Koshinski Asset Management, Inc.
NEW6,068—+6,068——$245.9K—2026-10-29
71 West Capital Partners
NEW6,037—+6,037——$244.6K—2026-11-04
Quad-Cities Investment Group, LLC
UNCHANGED5,7955,79500%$227.6K$234.8K+$7.2K2026-10-16
Catalyst Investment Management LLC
DECREASED5,64555,675-50,030-90%$2.2M$228.7K-$2.0M2026-10-21
Citizens Financial Group Inc
NEW5,524—+5,524——$223.8K—2026-10-23
Assetmark, Inc
INCREASED3,7373,619+118+3%$142.1K$151.4K+$9.3K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED2,6002,60000%$102.1K$105.4K+$3.3K2026-10-15
Parallel Advisors, LLC
DECREASED2,0002,800-800-29%$110.0K$81.0K-$28.9K2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED1,6751,67500%$65.8K$67.9K+$2.1K2026-11-05
Evolution Wealth Management Inc.
NEW1,118—+1,118——$45.3K—2026-10-28
Asset Dedication, LLC
DECREASED634888-254-29%$34.9K$25.7K-$9.2K2026-11-03
Ashton Thomas Securities, LLC
INCREASED482182+300+165%$7.1K$19.5K+$12.4K2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED47647600%$18.7K$19.3K+$5952026-10-28
Whipplewood Advisors, LLC
DECREASED4451,630-1,185-73%$64.0K$18.0K-$46.0K2026-10-20
Abound Wealth Management
NEW348—+348——$14.1K—2026-10-26
James T. Borello RIA
NEW4—+4——$162—2026-10-16
Bullseye Investment Management, LLC
CLOSED06,517-6,517-100%$255.9K$0-$255.9K2026-10-29
Concurrent Investment Advisors, LLC
CLOSED05,197-5,197-100%$204.1K$0-$204.1K2026-10-16
Tucker Asset Management LLC
CLOSED03,691-3,691-100%$144.9K$0-$144.9K2026-10-29
LPL Financial LLC
N/A—8,862,303-8,862,303-100%$348.0M———
Cetera Investment Advisers
N/A—1,840,918-1,840,918-100%$72.3M———
Envestnet Asset Management Inc
N/A—1,450,393-1,450,393-100%$57.0M———
Stratos Wealth Partners, Ltd.
N/A—1,379,944-1,379,944-100%$54.2M———
Osaic Holdings, Inc.
N/A—1,090,086-1,090,086-100%$42.8M———
Wells Fargo & Company
N/A—1,032,527-1,032,527-100%$40.5M———
NewEdge Advisors, LLC
N/A—884,967-884,967-100%$34.8M———
Raymond James Financial Inc
N/A—718,291-718,291-100%$28.2M———
MML Investors Services, LLC
N/A—627,075-627,075-100%$24.6M———
Royal Bank of Canada
N/A—538,560-538,560-100%$21.1M———
Private Advisor Group, LLC
N/A—485,448-485,448-100%$19.1M———
Equitable Holdings, Inc.
N/A—417,888-417,888-100%$16.4M———
Harbour Investments, Inc.
N/A—386,233-386,233-100%$15.2M———
Sequent Planning LLC
N/A—327,898-327,898-100%$12.9M———
Integrated Wealth Concepts LLC
N/A—305,295-305,295-100%$12.0M———
Geneos Wealth Management Inc.
N/A—231,736-231,736-100%$9.1M———
Macro Advisors, Inc.
N/A—214,906-214,906-100%$8.4M———
Gladstone Institutional Advisory LLC
N/A—195,474-195,474-100%$7.7M———
Legacy Wealth Managment, LLC
N/A—170,386-170,386-100%$6.7M———
Mpwm Advisory Solutions, LLC
N/A—158,667-158,667-100%$6.2M———
Gallagher Fiduciary Advisors, LLC
N/A—123,612-123,612-100%$4.9M———
Janney Montgomery Scott LLC
N/A—119,384-119,384-100%$4.7M———
IFG Advisory, LLC
N/A—117,256-117,256-100%$4.6M———
Pitti Group Wealth Management, LLC
N/A—111,014-111,014-100%$4.4M———
Aptus Capital Advisors, LLC
N/A—110,511-110,511-100%$4.3M———
Twin Peaks Wealth Advisors, LLC
N/A—96,498-96,498-100%$3.8M———
Advisory Services Network, LLC
N/A—86,171-86,171-100%$3.4M———
Kovack Advisors, Inc.
N/A—84,665-84,665-100%$3.3M———
Sanctuary Advisors, LLC
N/A—80,972-80,972-100%$3.2M———
HighPoint Advisor Group LLC
N/A—79,630-79,630-100%$3.1M———
Prasad Wealth Partners, LLC
N/A—78,917-78,917-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—65,331-65,331-100%$2.6M———
Maridea Wealth Management LLC
N/A—64,862-64,862-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—64,777-64,777-100%$2.5M———
WCG Wealth Advisors LLC
N/A—60,286-60,286-100%$2.4M———
Mariner, LLC
N/A—53,883-53,883-100%$2.1M———
Fiduciary Financial Advisors
N/A—52,283-52,283-100%$2.1M———
HFG Advisors, Inc.
N/A—48,940-48,940-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—44,753-44,753-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—43,516-43,516-100%$1.7M———
Stratos Wealth Advisors, LLC
N/A—41,059-41,059-100%$1.6M———
Western Wealth Management, LLC
N/A—36,710-36,710-100%$1.4M———
Capital Analysts, LLC
N/A—32,450-32,450-100%$1.3M———
Principal Securities, Inc.
N/A—31,003-31,003-100%$1.2M———
Nations Financial Group Inc,
N/A—29,997-29,997-100%$1.2M———
Arkadios Wealth Advisors
N/A—27,003-27,003-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—25,990-25,990-100%$1.0M———
Tradition Wealth Management, LLC
N/A—25,180-25,180-100%$988.8K———
CreativeOne Wealth, LLC
N/A—24,337-24,337-100%$955.7K———
PCG Wealth Advisors, LLC
N/A—23,688-23,688-100%$930.2K———
Opus Financial Solutions LLC
N/A—21,250-21,250-100%$834.5K———
Harvest Investment Services, LLC
N/A—19,974-19,974-100%$784.4K———
Kingsview Wealth Management, LLC
N/A—19,669-19,669-100%$772.4K———
OneDigital Investment Advisors LLC
N/A—19,598-19,598-100%$769.6K———
Ausdal Financial Partners, Inc.
N/A—19,222-19,222-100%$754.8K———
HighTower Advisors, LLC
N/A—18,811-18,811-100%$738.7K———
Goldstone Financial Group, LLC
N/A—18,671-18,671-100%$733.2K———
Level Four Advisory Services, LLC
N/A—18,299-18,299-100%$718.6K———
Transcend Capital Advisors, LLC
N/A—15,847-15,847-100%$622.3K———
IHT Wealth Management, LLC
N/A—15,800-15,800-100%$620.5K———
ODonnell Financial Services, LLC
N/A—15,721-15,721-100%$617.4K———
McKinney Capital Management, LLC
N/A—15,288-15,288-100%$600.4K———
Wealth Watch Advisors, Inc
N/A—14,790-14,790-100%$580.8K———
NewEdge Wealth, LLC
N/A—14,274-14,274-100%$560.5K———
Pinnacle Financial Partners, Inc.
N/A—14,111-14,111-100%$554.1K———
Jane Street Group, LLC
N/A—13,770-13,770-100%$540.7K———
Collaborative Wealth Managment Inc.
N/A—13,121-13,121-100%$515.3K———
Mach-1 Financial Group, LLC
N/A—13,112-13,112-100%$514.9K———
Coppell Advisory Solutions LLC
N/A—12,647-12,647-100%$34.7K———
Summit Financial, LLC
N/A—11,868-11,868-100%$466.1K———
Symphony Financial Services, Inc.
N/A—11,546-11,546-100%$453.4K———
Stephens Inc
N/A—10,896-10,896-100%$427.9K———
Stonebridge Financial Planning Group, LLC
N/A—10,458-10,458-100%$410.7K———
Ameritas Advisory Services, LLC
N/A—9,572-9,572-100%$375.9K———
HBK Sorce Advisory LLC
N/A—8,934-8,934-100%$351.2K———
Smith, Moore & Co.
N/A—7,566-7,566-100%$297.1K———
Mercer Global Advisors Inc
N/A—7,177-7,177-100%$281.8K———
Advisory Alpha, LLC
N/A—6,844-6,844-100%$268.8K———
PFG Investments, LLC
N/A—6,623-6,623-100%$260.1K———
Cary Street Partners Financial LLC
N/A—6,560-6,560-100%$257.6K———
Advisors Capital Management, LLC
N/A—6,274-6,274-100%$246.4K———
Two Sigma Securities, LLC
N/A—5,520-5,520-100%$216.8K———
Navis Wealth Advisors, LLC
N/A—5,359-5,359-100%$210.4K———
OneAscent Financial Services LLC
N/A—5,205-5,205-100%$204.4K———
Baker Avenue Asset Management, LP
N/A—5,140-5,140-100%$201.8K———
XTX Topco Ltd
N/A—5,122-5,122-100%$201.1K———
Rockefeller Capital Management L.P.
N/A—4,580-4,580-100%$179.9K———
Steward Partners Investment Advisory, LLC
N/A—3,837-3,837-100%$150.7K———
Global Retirement Partners, LLC
N/A—3,697-3,697-100%$145.2K———
JPMorgan Chase & Co
N/A—2,439-2,439-100%$95.2K———
Front Row Advisors LLC
N/A—2,296-2,296-100%$90.7K———
Brown Brothers Harriman & Co
N/A—1,014-1,014-100%$39.8K———
Fifth Third Bancorp
N/A—479-479-100%$18.8K———
Benson Wealth Management Inc
N/A—397-397-100%$15.6K———
BFC Planning, Inc.
N/A—381-381-100%$15.0K———
Hantz Financial Services, Inc.
N/A—110-110-100%$4———
Morgan Stanley
N/A—104-104-100%$4.1K———
UMB Bank, n.a.
N/A—50-50-100%$2.0K———
Showing 197 of 197 institutions