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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares383,380 from 354,563
Change+28,817 (+8%)
Value$18.3M (+$1.8M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares240,532 from 230,451
Change+10,081 (+4%)
Value$11.5M (+$738.2K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares182,385 from 205,015
Change-22,630 (-11%)
Value$8.7M (-$855.2K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares169,658 from 170,547
Change-889 (-1%)
Value$8.1M (+$146.8K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares166,323 from 178,176
Change-11,853 (-7%)
Value$8.0M (-$369.4K)
Filed 2026-10-15
Valtinson Bruner Financial Planning LLC
DECREASED
Shares143,068 from 146,856
Change-3,788 (-3%)
Value$6.8M (-$18.2K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
DECREASED
Shares107,295 from 115,024
Change-7,729 (-7%)
Value$5.2M (-$188.5K)
Filed 2026-10-19
BAM Wealth Management, LLC
DECREASED
Shares95,916 from 100,600
Change-4,684 (-5%)
Value$4.6M (-$112.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares85,636 from 79,123
Change+6,513 (+8%)
Value$4.1M (+$399.5K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares84,701 from 84,120
Change+581 (+1%)
Value$4.1M (+$121.2K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares73,736 from 75,881
Change-2,145 (-3%)
Value$3.5M (-$18.4K)
Filed 2026-10-30
Smart Wealth LLC
INCREASED
Shares73,085 from 50,916
Change+22,169 (+44%)
Value$3.5M (+$1.1M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares63,141 from 59,884
Change+3,257 (+5%)
Value$3.0M (+$222.0K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares50,250 from 50,159
Change+91 (+0%)
Value$2.4M (+$60.0K)
Filed 2026-10-29
Founders Financial Securities LLC
INCREASED
Shares40,016 from 35,140
Change+4,876 (+14%)
Value$1.9M (+$272.3K)
Filed 2026-10-28
Keystone Wealth Services, LLC
DECREASED
Shares38,486 from 38,550
Change-64 (0%)
Value$1.8M (+$38.6K)
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares35,366 from 34,469
Change+897 (+3%)
Value$1.7M (+$81.2K)
Filed 2026-11-03
Citizens Financial Group Inc
UNCHANGED
Shares32,787 from 32,787
Change0 (0%)
Value$1.6M (+$36.4K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares32,256 from 23,476
Change+8,780 (+37%)
Value$1.5M (+$446.2K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares32,018 from 33,083
Change-1,065 (-3%)
Value$1.5M (-$14.2K)
Filed 2026-10-23
RiverTree Advisors, LLC
INCREASED
Shares30,729 from 30,275
Change+454 (+2%)
Value$1.5M (+$55.3K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares29,063 from 32,563
Change-3,500 (-11%)
Value$1.4M (-$131.3K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares27,442 from 30,115
Change-2,673 (-9%)
Value$1.3M (-$80.8K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares27,250 from 27,250
Change0 (0%)
Value$1.3M (+$30.2K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares26,622 from 17,560
Change+9,062 (+52%)
Value$1.3M (+$453.1K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares26,395 from 26,395
Change0 (0%)
Value$1.3M (+$29.3K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,232 from 11,787
Change+13,445 (+114%)
Value$1.2M (+$661.8K)
Filed 2026-10-13
MGO One Seven LLC
UNCHANGED
Shares24,423 from 24,423
Change0 (0%)
Value$1.2M (+$27.1K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares24,140 from 24,172
Change-32 (0%)
Value$1.2M (+$25.3K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares23,815 from 23,870
Change-55 (0%)
Value$1.1M (+$23.9K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares20,689 from 19,566
Change+1,123 (+6%)
Value$990.0K (+$75.5K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares19,430 from 19,246
Change+184 (+1%)
Value$929.7K (+$30.2K)
Filed 2026-10-23
Bison Wealth, LLC
UNCHANGED
Shares18,500 from 18,500
Change0 (0%)
Value$894.8K (+$27.1K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares17,575 from 14,655
Change+2,920 (+20%)
Value$841.0K (+$156.0K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares17,136 from 16,708
Change+428 (+3%)
Value$820.0K (+$39.0K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares16,310 from 17,434
Change-1,124 (-6%)
Value$780.4K (-$34.4K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
DECREASED
Shares14,910 from 16,392
Change-1,482 (-9%)
Value$713.7K (-$51.2K)
Filed 2026-10-19
Mission Financial Group, LLC
UNCHANGED
Shares11,997 from 11,997
Change0 (0%)
Value$574.1K (+$13.3K)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares11,039 from 11,686
Change-647 (-6%)
Value$528.0K (-$18.0K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
DECREASED
Shares10,897 from 11,008
Change-111 (-1%)
Value$521.4K (+$6.9K)
Filed 2026-10-23
Midwest Financial Network, LLC
DECREASED
Shares10,519 from 16,269
Change-5,750 (-35%)
Value$503.3K (-$257.1K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares10,301 from 13,173
Change-2,872 (-22%)
Value$492.9K (-$122.8K)
Filed 2026-10-23
Griffith & Werner, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$478.5K (+$11.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED
Shares9,970 from 9,970
Change0 (0%)
Value$477.1K (+$11.1K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares9,011 from 8,671
Change+340 (+4%)
Value$431.2K (+$25.9K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares8,971 from 9,171
Change-200 (-2%)
Value$429.0K ($0)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares8,026 from 8,026
Change0 (0%)
Value$384.1K (+$8.9K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares7,711 from 7,711
Change0 (0%)
Value$369.0K (+$8.6K)
Filed 2026-10-28
Legacy Solutions, LLC
UNCHANGED
Shares7,232 from 7,232
Change0 (0%)
Value$346.1K (+$8.0K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares6,885 from 7,469
Change-584 (-8%)
Value$329.4K (-$19.7K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares6,805 from 6,805
Change0 (0%)
Value$325.6K (+$7.6K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares6,589 from 6,325
Change+264 (+4%)
Value$315.3K (+$19.7K)
Filed 2026-10-29
Legacy Private Trust Co.
UNCHANGED
Shares6,155 from 6,155
Change0 (0%)
Value$294.5K (+$6.8K)
Filed 2026-10-06
Uptick Partners, LLC
UNCHANGED
Shares6,027 from 6,027
Change0 (0%)
Value$288.4K (+$6.7K)
Filed 2026-11-04
MFG Investments, LLC
NEW
Shares5,967
Change+5,967
Value$285.5K
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares5,748 from 6,930
Change-1,182 (-17%)
Value$275.0K (-$48.9K)
Filed 2026-10-08
Grantvest Financial Group LLC
DECREASED
Shares5,746 from 6,985
Change-1,239 (-18%)
Value$274.9K (-$51.5K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
UNCHANGED
Shares5,509 from 5,509
Change0 (0%)
Value$263.4K (+$7.3K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED
Shares5,297 from 5,297
Change0 (0%)
Value$253.5K (+$5.9K)
Filed 2026-10-28
TrueWealth Advisors, LLC
UNCHANGED
Shares5,075 from 5,075
Change0 (0%)
Value$242.8K (+$5.6K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$239.3K (+$5.6K)
Filed 2026-10-28
Merit Financial Group, LLC
NEW
Shares4,883
Change+4,883
Value$233.7K
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares4,738 from 4,500
Change+238 (+5%)
Value$226.7K (+$16.4K)
Filed 2026-11-03
Quantum Private Wealth, LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$206.7K (+$4.8K)
Filed 2026-10-20
Independent Financial Group, LLC
NEW
Shares4,238
Change+4,238
Value$202.8K
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares4,200 from 4,400
Change-200 (-5%)
Value$202.0K (-$3.7K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$198.6K (+$4.6K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares3,789 from 3,289
Change+500 (+15%)
Value$181.3K (+$27.6K)
Filed 2026-10-16
Bokf, NA
UNCHANGED
Shares2,342 from 2,342
Change0 (0%)
Value$112.1K (+$2.6K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares834 from 792
Change+42 (+5%)
Value$39.9K (+$2.9K)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$30.8K (+$714)
Filed 2026-10-27
Barclays PLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$23.4K (+$542)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares441 from 324
Change+117 (+36%)
Value$21.1K (+$6.0K)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.0K (+$278)
Filed 2026-10-28
Creative Financial Designs Inc
NEW
Shares148
Change+148
Value$7.1K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$96 (+$3)
Filed 2026-10-27
World Equity Group, Inc.
CLOSED
Shares0 from 10,887
Change-10,887 (-100%)
Value$0 (-$508.9K)
Filed 2026-10-14
VestGen Advisors, LLC
CLOSED
Shares0 from 5,115
Change-5,115 (-100%)
Value$0 (-$239.1K)
Filed 2026-10-27
Bullseye Investment Management, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 891,078
Change-891,078 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 424,042
Change-424,042 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 313,474
Change-313,474 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 199,308
Change-199,308 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 169,136
Change-169,136 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 125,531
Change-125,531 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 98,740
Change-98,740 (-100%)
Value—
Stephens Inc
N/A
Shares— from 87,483
Change-87,483 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 77,316
Change-77,316 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 72,699
Change-72,699 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 53,167
Change-53,167 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 47,329
Change-47,329 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,026
Change-41,026 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,759
Change-37,759 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,435
Change-32,435 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 32,098
Change-32,098 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,462
Change-28,462 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,395
Change-26,395 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,597
Change-25,597 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 24,215
Change-24,215 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,646
Change-22,646 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,661
Change-21,661 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 20,035
Change-20,035 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,430
Change-19,430 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 18,837
Change-18,837 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 17,303
Change-17,303 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,437
Change-16,437 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,266
Change-16,266 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 15,858
Change-15,858 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,960
Change-14,960 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,955
Change-14,955 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 13,622
Change-13,622 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,445
Change-12,445 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,214
Change-12,214 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,593
Change-9,593 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,974
Change-8,974 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,411
Change-8,411 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Status
Assetmark, Inc
INCREASED383,380354,563+28,817+8%$16.6M$18.3M+$1.8M2026-10-21
LPL Financial LLC
INCREASED240,532230,451+10,081+4%$10.8M$11.5M+$738.2K2026-11-06
Commonwealth Equity Services, LLC
DECREASED182,385205,015-22,630-11%$9.6M$8.7M-$855.2K2026-11-02
Reap Financial Group, LLC
DECREASED169,658170,547-889-1%$8.0M$8.1M+$146.8K2026-11-02
Atria Investments, Inc
DECREASED166,323178,176-11,853-7%$8.3M$8.0M-$369.4K2026-10-15
Valtinson Bruner Financial Planning LLC
DECREASED143,068146,856-3,788-3%$6.9M$6.8M-$18.2K2026-11-02
New Wave Wealth Advisors LLC
DECREASED107,295115,024-7,729-7%$5.4M$5.2M-$188.5K2026-10-19
BAM Wealth Management, LLC
DECREASED95,916100,600-4,684-5%$4.7M$4.6M-$112.5K2026-10-15
Kestra Advisory Services, LLC
INCREASED85,63679,123+6,513+8%$3.7M$4.1M+$399.5K2026-11-02
Signal Advisors Wealth, LLC
INCREASED84,70184,120+581+1%$3.9M$4.1M+$121.2K2026-10-13
Truist Financial Corp
DECREASED73,73675,881-2,145-3%$3.5M$3.5M-$18.4K2026-10-30
Smart Wealth LLC
INCREASED73,08550,916+22,169+44%$2.4M$3.5M+$1.1M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED63,14159,884+3,257+5%$2.8M$3.0M+$222.0K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED50,25050,159+91+0%$2.3M$2.4M+$60.0K2026-10-29
Founders Financial Securities LLC
INCREASED40,01635,140+4,876+14%$1.6M$1.9M+$272.3K2026-10-28
Keystone Wealth Services, LLC
DECREASED38,48638,550-640%$1.8M$1.8M+$38.6K2026-11-03
FWG Investments, Llc.
INCREASED35,36634,469+897+3%$1.6M$1.7M+$81.2K2026-11-03
Citizens Financial Group Inc
UNCHANGED32,78732,78700%$1.5M$1.6M+$36.4K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED32,25623,476+8,780+37%$1.1M$1.5M+$446.2K2026-10-16
Apollon Wealth Management, LLC
DECREASED32,01833,083-1,065-3%$1.5M$1.5M-$14.2K2026-10-23
RiverTree Advisors, LLC
INCREASED30,72930,275+454+2%$1.4M$1.5M+$55.3K2026-10-13
PNC Financial Services Group, Inc.
DECREASED29,06332,563-3,500-11%$1.5M$1.4M-$131.3K2026-11-06
Fragasso Financial Advisors Inc
DECREASED27,44230,115-2,673-9%$1.4M$1.3M-$80.8K2026-10-13
Diligent Investors, LLC
UNCHANGED27,25027,25000%$1.3M$1.3M+$30.2K2026-10-21
Strategic Blueprint, LLC
INCREASED26,62217,560+9,062+52%$820.8K$1.3M+$453.1K2026-10-22
MTM Investment Management, LLC
UNCHANGED26,39526,39500%$1.2M$1.3M+$29.3K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED25,23211,787+13,445+114%$554.4K$1.2M+$661.8K2026-10-13
MGO One Seven LLC
UNCHANGED24,42324,42300%$1.1M$1.2M+$27.1K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED24,14024,172-320%$1.1M$1.2M+$25.3K2026-10-16
Fifth Third Bancorp
DECREASED23,81523,870-550%$1.1M$1.1M+$23.9K2026-11-05
RFG Advisory, LLC
INCREASED20,68919,566+1,123+6%$914.5K$990.0K+$75.5K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED19,43019,246+184+1%$899.6K$929.7K+$30.2K2026-10-23
Bison Wealth, LLC
UNCHANGED18,50018,50000%$867.7K$894.8K+$27.1K2026-10-13
TFB Advisors LLC
INCREASED17,57514,655+2,920+20%$685.0K$841.0K+$156.0K2026-11-02
CoreCap Advisors, LLC
INCREASED17,13616,708+428+3%$780.9K$820.0K+$39.0K2026-10-08
Brookstone Capital Management
DECREASED16,31017,434-1,124-6%$814.9K$780.4K-$34.4K2026-10-22
Foguth Wealth Management, Llc.
DECREASED14,91016,392-1,482-9%$764.9K$713.7K-$51.2K2026-10-19
Mission Financial Group, LLC
UNCHANGED11,99711,99700%$560.8K$574.1K+$13.3K2026-10-21
Park Avenue Securities LLC
DECREASED11,03911,686-647-6%$546.0K$528.0K-$18.0K2026-10-26
Dhjj Financial Advisors, Ltd.
DECREASED10,89711,008-111-1%$514.5K$521.4K+$6.9K2026-10-23
Midwest Financial Network, LLC
DECREASED10,51916,269-5,750-35%$760.4K$503.3K-$257.1K2026-10-13
Sowell Financial Services LLC
DECREASED10,30113,173-2,872-22%$615.7K$492.9K-$122.8K2026-10-23
Griffith & Werner, Inc.
UNCHANGED10,00010,00000%$467.0K$478.5K+$11.5K2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED9,9709,97000%$466.0K$477.1K+$11.1K2026-11-06
Integrity Alliance, Llc.
INCREASED9,0118,671+340+4%$405.3K$431.2K+$25.9K2026-10-29
Wedbush Securities Inc
DECREASED8,9719,171-200-2%$429.0K$429.0K$02026-10-22
Legacy Capital Wealth Partners, LLC
UNCHANGED8,0268,02600%$375.1K$384.1K+$8.9K2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED7,7117,71100%$360.4K$369.0K+$8.6K2026-10-28
Legacy Solutions, LLC
UNCHANGED7,2327,23200%$338.0K$346.1K+$8.0K2026-10-07
Lanark Financial, Inc.
DECREASED6,8857,469-584-8%$349.1K$329.4K-$19.7K2026-10-26
Elevation Point Wealth Partners, LLC
UNCHANGED6,8056,80500%$318.1K$325.6K+$7.6K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED6,5896,325+264+4%$295.6K$315.3K+$19.7K2026-10-29
Legacy Private Trust Co.
UNCHANGED6,1556,15500%$287.7K$294.5K+$6.8K2026-10-06
Uptick Partners, LLC
UNCHANGED6,0276,02700%$281.7K$288.4K+$6.7K2026-11-04
MFG Investments, LLC
NEW5,967—+5,967——$285.5K—2026-10-30
Farther Finance Advisors, LLC
DECREASED5,7486,930-1,182-17%$323.9K$275.0K-$48.9K2026-10-08
Grantvest Financial Group LLC
DECREASED5,7466,985-1,239-18%$326.5K$274.9K-$51.5K2026-10-21
Symphony Financial, Ltd. Co.
UNCHANGED5,5095,50900%$256.1K$263.4K+$7.3K2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED5,2975,29700%$247.6K$253.5K+$5.9K2026-10-28
TrueWealth Advisors, LLC
UNCHANGED5,0755,07500%$237.2K$242.8K+$5.6K2026-10-09
Clear Creek Financial Management, LLC
UNCHANGED5,0005,00000%$233.7K$239.3K+$5.6K2026-10-28
Merit Financial Group, LLC
NEW4,883—+4,883——$233.7K—2026-11-06
StoneX Group Inc.
INCREASED4,7384,500+238+5%$210.3K$226.7K+$16.4K2026-11-03
Quantum Private Wealth, LLC
UNCHANGED4,3204,32000%$201.9K$206.7K+$4.8K2026-10-20
Independent Financial Group, LLC
NEW4,238—+4,238——$202.8K—2026-10-13
AdvisorNet Financial, Inc
DECREASED4,2004,400-200-5%$205.7K$202.0K-$3.7K2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED4,1504,15000%$194.0K$198.6K+$4.6K2026-11-02
IFP Advisors, Inc
INCREASED3,7893,289+500+15%$153.7K$181.3K+$27.6K2026-10-16
Bokf, NA
UNCHANGED2,3422,34200%$109.5K$112.1K+$2.6K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED834792+42+5%$37.0K$39.9K+$2.9K2026-10-30
IMG Wealth Management, Inc.
UNCHANGED64464400%$30.1K$30.8K+$7142026-10-27
Barclays PLC
UNCHANGED48848800%$22.8K$23.4K+$5422026-11-06
Cape Investment Advisory, Inc.
INCREASED441324+117+36%$15.1K$21.1K+$6.0K2026-10-13
Evolution Wealth Management Inc.
UNCHANGED25025000%$11.7K$12.0K+$2782026-10-28
Creative Financial Designs Inc
NEW148—+148——$7.1K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2200%$93$96+$32026-10-27
World Equity Group, Inc.
CLOSED010,887-10,887-100%$508.9K$0-$508.9K2026-10-14
VestGen Advisors, LLC
CLOSED05,115-5,115-100%$239.1K$0-$239.1K2026-10-27
Bullseye Investment Management, LLC
CLOSED0171-171-100%$8.0K$0-$8.0K2026-10-29
International Assets Investment Management, LLC
CLOSED0150-150-100%$7.0K$0-$7.0K2026-11-02
Envestnet Asset Management Inc
N/A—891,078-891,078-100%$41.6M———
Cetera Investment Advisers
N/A—424,042-424,042-100%$19.8M———
MML Investors Services, LLC
N/A—313,474-313,474-100%$14.7M———
Raymond James Financial Inc
N/A—199,308-199,308-100%$9.3M———
Osaic Holdings, Inc.
N/A—169,136-169,136-100%$7.9M———
Rockefeller Capital Management L.P.
N/A—125,531-125,531-100%$5.9M———
Tanglewood Legacy Advisors, LLC
N/A—98,740-98,740-100%$4.6M———
Stephens Inc
N/A—87,483-87,483-100%$4.1M———
CreativeOne Wealth, LLC
N/A—77,316-77,316-100%$3.6M———
Ogorek Anthony Joseph
N/A—72,699-72,699-100%$3.4M———
Integrity Financial Corp
N/A—53,167-53,167-100%$2.5M———
Bleakley Financial Group, LLC
N/A—47,329-47,329-100%$2.2M———
Susquehanna International Group, LLP
N/A—41,026-41,026-100%$1.9M———
Janney Montgomery Scott LLC
N/A—37,759-37,759-100%$1.8M———
NewEdge Advisors, LLC
N/A—32,435-32,435-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—32,098-32,098-100%$1.5M———
Harbour Investments, Inc.
N/A—28,462-28,462-100%$1.3M———
Mutual Advisors, LLC
N/A—26,395-26,395-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—25,597-25,597-100%$1.2M———
Kovack Advisors, Inc.
N/A—24,215-24,215-100%$1.1M———
Centaurus Financial, Inc.
N/A—22,646-22,646-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—21,661-21,661-100%$1.0M———
Main Street Financial Solutions, LLC
N/A—20,035-20,035-100%$936.4K———
Citadel Advisors LLC
N/A—19,430-19,430-100%$908.2K———
Gallagher Fiduciary Advisors, LLC
N/A—18,837-18,837-100%$880.4K———
Oakmont Advisory Group, LLC
N/A—18,189-18,189-100%$850.1K———
Barnes Wealth Management Group, Inc
N/A—17,303-17,303-100%$808.7K———
Sequent Planning LLC
N/A—16,900-16,900-100%$789.9K———
Ameritas Advisory Services, LLC
N/A—16,437-16,437-100%$768.3K———
AQR Capital Management LLC
N/A—16,266-16,266-100%$760.3K———
Wood Tarver Financial Group, LLC
N/A—15,858-15,858-100%$741.0K———
United Capital Financial Advisors, LLC
N/A—15,805-15,805-100%$738.1K———
Royal Bank of Canada
N/A—14,960-14,960-100%$699.0K———
Foundations Investment Advisors, LLC
N/A—14,955-14,955-100%$699.0K———
SOA Wealth Advisors, Llc.
N/A—13,622-13,622-100%$636.7K———
Harvest Investment Services, LLC
N/A—12,445-12,445-100%$581.7K———
Keating Financial Advisory Services, Inc.
N/A—12,214-12,214-100%$570.9K———
HighTower Advisors, LLC
N/A—12,011-12,011-100%$561.4K———
Insigneo Advisory Services, LLC
N/A—11,623-11,623-100%$543.3K———
Faithward Advisors, LLC
N/A—11,288-11,288-100%$527.6K———
FSB Premier Wealth Management, Inc.
N/A—11,228-11,228-100%$524.8K———
AE Wealth Management LLC
N/A—9,634-9,634-100%$450.3K———
Silver OAK Securities, Incorporated
N/A—9,593-9,593-100%$448.4K———
Prosperity Consulting Group, LLC
N/A—9,381-9,381-100%$438.5K———
Gladstone Institutional Advisory LLC
N/A—9,100-9,100-100%$425.3K———
GTS Securities LLC
N/A—8,974-8,974-100%$419.4K———
Modern Wealth Management, LLC
N/A—8,411-8,411-100%$393.1K———
Maridea Wealth Management LLC
N/A—8,370-8,370-100%$391.2K———
Mariner, LLC
N/A—7,831-7,831-100%$366.0K———
Fortress Private Ledger, LLC
N/A—7,775-7,775-100%$363.4K———
1776 Wealth LLC
N/A—7,317-7,317-100%$342.0K———
Kingsview Wealth Management, LLC
N/A—7,036-7,036-100%$328.9K———
NewEdge Wealth, LLC
N/A—7,009-7,009-100%$327.6K———
Vestmark Advisory Solutions, Inc.
N/A—6,805-6,805-100%$318.1K———
Kintra Wealth, LLC
N/A—6,453-6,453-100%$308.4K———
Fiduciary Financial Advisors
N/A—6,116-6,116-100%$285.9K———
Gateway Wealth Partners, LLC
N/A—6,009-6,009-100%$280.9K———
Lifeworks Advisors, LLC
N/A—5,180-5,180-100%$242.1K———
Arax Advisory Partners
N/A—3,962-3,962-100%$185.2K———
Global Retirement Partners, LLC
N/A—3,000-3,000-100%$140.2K———
Morgan Stanley
N/A—2,543-2,543-100%$118.9K———
BFC Planning, Inc.
N/A—1,866-1,866-100%$87.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,866-1,866-100%$87.2K———
Ameritas Investment Partners, Inc.
N/A—1,655-1,655-100%$77.4K———
Aptus Capital Advisors, LLC
N/A—1,432-1,432-100%$66.9K———
Northwestern Mutual Wealth Management Co
N/A—1,105-1,105-100%$51.6K———
Geneos Wealth Management Inc.
N/A—900-900-100%$42.1K———
Smartleaf Asset Management LLC
N/A—386-386-100%$17.9K———
Continuum Advisory, LLC
N/A—258-258-100%$12.1K———
Darwin Wealth Management, LLC
N/A—60-60-100%$2.8K———
Showing 150 of 150 institutions