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Main Buywrite ETF (BUYW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares28,466,580 from 22,846,738
Change+5,619,842 (+25%)
Value$411.9M (+$81.8M)
Filed 2026-11-06
San Luis Wealth Advisors LLC
INCREASED
Shares1,305,462 from 1,220,457
Change+85,005 (+7%)
Value$18.9M (+$1.3M)
Filed 2026-10-27
Encompass More Asset Management
DECREASED
Shares1,086,743 from 1,129,401
Change-42,658 (-4%)
Value$15.7M (-$594.7K)
Filed 2026-10-16
Madrona Financial Services, LLC
INCREASED
Shares1,046,413 from 941,305
Change+105,108 (+11%)
Value$15.1M (+$1.5M)
Filed 2026-10-23
AMG Asset Management Group, Inc.
INCREASED
Shares616,713 from 582,661
Change+34,052 (+6%)
Value$8.9M (+$504.4K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares480,622 from 416,325
Change+64,297 (+15%)
Value$7.0M (+$938.7K)
Filed 2026-11-03
Virtue Capital Management, LLC
DECREASED
Shares443,518 from 614,069
Change-170,551 (-28%)
Value$6.4M (-$2.5M)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares353,960 from 168,750
Change+185,210 (+110%)
Value$5.1M (+$2.7M)
Filed 2026-10-29
Echo45 Advisors LLC
INCREASED
Shares352,597 from 344,192
Change+8,405 (+2%)
Value$5.1M (+$128.5K)
Filed 2026-10-07
Tactive Advisors, LLC
INCREASED
Shares214,127 from 207,434
Change+6,693 (+3%)
Value$3.1M (+$101.0K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares196,149 from 179,870
Change+16,279 (+9%)
Value$2.8M (+$239.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares171,059 from 255,482
Change-84,423 (-33%)
Value$2.5K (-$3.7M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares168,346 from 160,679
Change+7,667 (+5%)
Value$2.4M (+$114.2K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares117,577 from 84,689
Change+32,888 (+39%)
Value$1.7M (+$477.6K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares108,292
Change+108,292
Value$1.6M
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares94,779 from 82,863
Change+11,916 (+14%)
Value$1.4M (+$174.1K)
Filed 2026-11-03
Tortuga Wealth Management, Inc
INCREASED
Shares88,971 from 79,634
Change+9,337 (+12%)
Value$1.3M (+$136.7K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares88,859 from 79,806
Change+9,053 (+11%)
Value$1.3M (+$135.8K)
Filed 2026-10-19
3Edge Asset Management, LP
NEW
Shares66,348
Change+66,348
Value$960.1K
Filed 2026-10-30
Gibbs Wealth Management
INCREASED
Shares56,393 from 35,745
Change+20,648 (+58%)
Value$816.0K (+$299.5K)
Filed 2026-10-22
Victory Financial Group, LLC
DECREASED
Shares51,384 from 53,377
Change-1,993 (-4%)
Value$743.5K (-$27.8K)
Filed 2026-10-27
Mission Financial Group, LLC
INCREASED
Shares44,307 from 21,385
Change+22,922 (+107%)
Value$641.1K (+$332.1K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares41,540 from 24,565
Change+16,975 (+69%)
Value$601.1K (+$246.1K)
Filed 2026-10-29
Atria Investments, Inc
NEW
Shares38,093
Change+38,093
Value$551.2K
Filed 2026-10-15
Signal Advisors Wealth, LLC
INCREASED
Shares33,586 from 20,336
Change+13,250 (+65%)
Value$486.0K (+$192.1K)
Filed 2026-10-13
Brookstone Capital Management
NEW
Shares32,713
Change+32,713
Value$473.4K
Filed 2026-10-22
PFG Advisors
INCREASED
Shares31,624 from 29,537
Change+2,087 (+7%)
Value$457.6K (+$30.8K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
DECREASED
Shares27,482 from 27,584
Change-102 (0%)
Value$397.7K (-$924)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares26,533 from 29,520
Change-2,987 (-10%)
Value$383.9K (-$42.6K)
Filed 2026-10-23
Money Concepts Capital Corp
DECREASED
Shares25,034 from 31,612
Change-6,578 (-21%)
Value$362.2K (-$94.6K)
Filed 2026-11-06
Balefire, LLC
INCREASED
Shares23,096 from 17,073
Change+6,023 (+35%)
Value$334.2K (+$87.5K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares20,343 from 20,125
Change+218 (+1%)
Value$294.4K (+$3.6K)
Filed 2026-11-02
Oasis Advisors, LLC
NEW
Shares13,317
Change+13,317
Value$192.7K
Filed 2026-10-16
Commonwealth Equity Services, LLC
NEW
Shares12,068
Change+12,068
Value$174.6K
Filed 2026-11-02
Simplicity Wealth,LLC
NEW
Shares11,014
Change+11,014
Value$159.4K
Filed 2026-10-23
Fiduciary Alliance LLC
NEW
Shares10,576
Change+10,576
Value$153.0K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares9,307 from 3,896
Change+5,411 (+139%)
Value$134.7K (+$78.4K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares1,036 from 1,038
Change-2 (0%)
Value$15.0K (-$8)
Filed 2026-10-08
Putney Financial Group LLC
NEW
Shares472
Change+472
Value$6.8K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$6.3K (+$8)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares276
Change+276
Value$4.0K
Filed 2026-10-09
Financial Network Wealth Advisors LLC
NEW
Shares201
Change+201
Value$2.9K
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares108 from 50
Change+58 (+116%)
Value$1.6K (+$841)
Filed 2026-10-16
Fortis Group Advisors, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$1.1K (+$2)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares18
Change+18
Value$0
Filed 2026-10-14
Triad Wealth Partners, LLC
CLOSED
Shares0 from 15,766
Change-15,766 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-26
CoreCap Advisors, LLC
CLOSED
Shares0 from 987
Change-987 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$376)
Filed 2026-10-28
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,594,578
Change-23,594,578 (-100%)
Value—
Main Management LLC
N/A
Shares— from 10,166,319
Change-10,166,319 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,411,816
Change-7,411,816 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,534,773
Change-2,534,773 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 792,716
Change-792,716 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 287,577
Change-287,577 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 259,061
Change-259,061 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 245,634
Change-245,634 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 240,604
Change-240,604 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 217,126
Change-217,126 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 182,142
Change-182,142 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 161,272
Change-161,272 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 126,949
Change-126,949 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 115,075
Change-115,075 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 112,624
Change-112,624 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 88,040
Change-88,040 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 74,790
Change-74,790 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 73,927
Change-73,927 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 73,166
Change-73,166 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 69,475
Change-69,475 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 69,226
Change-69,226 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 52,512
Change-52,512 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,059
Change-28,059 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 19,419
Change-19,419 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,848
Change-14,848 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 10,742
Change-10,742 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 325
Change-325 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 54
Change-54 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 41
Change-41 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED28,466,58022,846,738+5,619,842+25%$330.1M$411.9M+$81.8M2026-11-06
San Luis Wealth Advisors LLC
INCREASED1,305,4621,220,457+85,005+7%$17.6M$18.9M+$1.3M2026-10-27
Encompass More Asset Management
DECREASED1,086,7431,129,401-42,658-4%$16.3M$15.7M-$594.7K2026-10-16
Madrona Financial Services, LLC
INCREASED1,046,413941,305+105,108+11%$13.6M$15.1M+$1.5M2026-10-23
AMG Asset Management Group, Inc.
INCREASED616,713582,661+34,052+6%$8.4M$8.9M+$504.4K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED480,622416,325+64,297+15%$6.0M$7.0M+$938.7K2026-11-03
Virtue Capital Management, LLC
DECREASED443,518614,069-170,551-28%$8.9M$6.4M-$2.5M2026-10-29
Integrity Alliance, Llc.
INCREASED353,960168,750+185,210+110%$2.4M$5.1M+$2.7M2026-10-29
Echo45 Advisors LLC
INCREASED352,597344,192+8,405+2%$5.0M$5.1M+$128.5K2026-10-07
Tactive Advisors, LLC
INCREASED214,127207,434+6,693+3%$3.0M$3.1M+$101.0K2026-10-08
Dynamic Advisor Solutions LLC
INCREASED196,149179,870+16,279+9%$2.6M$2.8M+$239.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED171,059255,482-84,423-33%$3.7M$2.5K-$3.7M2026-11-02
Independent Financial Group, LLC
INCREASED168,346160,679+7,667+5%$2.3M$2.4M+$114.2K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED117,57784,689+32,888+39%$1.2M$1.7M+$477.6K2026-11-05
Partners Wealth Management, LLC
NEW108,292—+108,292——$1.6M—2026-10-28
United Advisor Group, LLC
INCREASED94,77982,863+11,916+14%$1.2M$1.4M+$174.1K2026-11-03
Tortuga Wealth Management, Inc
INCREASED88,97179,634+9,337+12%$1.2M$1.3M+$136.7K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED88,85979,806+9,053+11%$1.2M$1.3M+$135.8K2026-10-19
3Edge Asset Management, LP
NEW66,348—+66,348——$960.1K—2026-10-30
Gibbs Wealth Management
INCREASED56,39335,745+20,648+58%$516.5K$816.0K+$299.5K2026-10-22
Victory Financial Group, LLC
DECREASED51,38453,377-1,993-4%$771.3K$743.5K-$27.8K2026-10-27
Mission Financial Group, LLC
INCREASED44,30721,385+22,922+107%$309.0K$641.1K+$332.1K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED41,54024,565+16,975+69%$355.0K$601.1K+$246.1K2026-10-29
Atria Investments, Inc
NEW38,093—+38,093——$551.2K—2026-10-15
Signal Advisors Wealth, LLC
INCREASED33,58620,336+13,250+65%$293.9K$486.0K+$192.1K2026-10-13
Brookstone Capital Management
NEW32,713—+32,713——$473.4K—2026-10-22
PFG Advisors
INCREASED31,62429,537+2,087+7%$426.8K$457.6K+$30.8K2026-10-16
Koshinski Asset Management, Inc.
DECREASED27,48227,584-1020%$398.6K$397.7K-$9242026-10-29
Kingswood Wealth Advisors, LLC
DECREASED26,53329,520-2,987-10%$426.6K$383.9K-$42.6K2026-10-23
Money Concepts Capital Corp
DECREASED25,03431,612-6,578-21%$456.8K$362.2K-$94.6K2026-11-06
Balefire, LLC
INCREASED23,09617,073+6,023+35%$246.7K$334.2K+$87.5K2026-10-09
Kestra Advisory Services, LLC
INCREASED20,34320,125+218+1%$290.8K$294.4K+$3.6K2026-11-02
Oasis Advisors, LLC
NEW13,317—+13,317——$192.7K—2026-10-16
Commonwealth Equity Services, LLC
NEW12,068—+12,068——$174.6K—2026-11-02
Simplicity Wealth,LLC
NEW11,014—+11,014——$159.4K—2026-10-23
Fiduciary Alliance LLC
NEW10,576—+10,576——$153.0K—2026-10-13
Assetmark, Inc
INCREASED9,3073,896+5,411+139%$56.3K$134.7K+$78.4K2026-10-21
Farther Finance Advisors, LLC
DECREASED1,0361,038-20%$15.0K$15.0K-$82026-10-08
Putney Financial Group LLC
NEW472—+472——$6.8K—2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED43543500%$6.3K$6.3K+$82026-11-04
GK Wealth Management LLC
NEW276—+276——$4.0K—2026-10-09
Financial Network Wealth Advisors LLC
NEW201—+201——$2.9K—2026-10-28
IFP Advisors, Inc
INCREASED10850+58+116%$722$1.6K+$8412026-10-16
Fortis Group Advisors, LLC
UNCHANGED747400%$1.1K$1.1K+$22026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
NEW18—+18——$0—2026-10-14
Triad Wealth Partners, LLC
CLOSED015,766-15,766-100%$229.1K$0-$229.1K2026-10-26
CoreCap Advisors, LLC
CLOSED0987-987-100%$14.3K$0-$14.3K2026-10-08
Buck Wealth Strategies, LLC
CLOSED026-26-100%$376$0-$3762026-10-28
Orion Porfolio Solutions, LLC
N/A—23,594,578-23,594,578-100%$340.9M———
Main Management LLC
N/A—10,166,319-10,166,319-100%$146.9M———
Osaic Holdings, Inc.
N/A—7,411,816-7,411,816-100%$107.1M———
Envestnet Asset Management Inc
N/A—2,534,773-2,534,773-100%$36.6M———
Potomac Fund Management Inc
N/A—792,716-792,716-100%$11.5M———
GWN Securities Inc.
N/A—287,577-287,577-100%$4.2M———
World Investment Advisors
N/A—259,061-259,061-100%$3.7M———
Copley Financial Group, Inc.
N/A—245,634-245,634-100%$3.5M———
Cetera Investment Advisers
N/A—240,604-240,604-100%$3.5M———
Global Retirement Partners, LLC
N/A—217,126-217,126-100%$3.1M———
Pine Valley Investments Ltd Liability Co
N/A—182,142-182,142-100%$2.6M———
Sonoma Allocations LLC
N/A—161,272-161,272-100%$2.3M———
Silver OAK Securities, Incorporated
N/A—126,949-126,949-100%$1.8M———
GeoWealth Management, LLC
N/A—115,075-115,075-100%$1.7M———
CreativeOne Wealth, LLC
N/A—112,624-112,624-100%$1.6M———
BFC Planning, Inc.
N/A—88,040-88,040-100%$1.3M———
Astoria Portfolio Advisors Llc.
N/A—74,790-74,790-100%$1.1M———
Goldman Sachs Group Inc
N/A—73,927-73,927-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—73,166-73,166-100%$1.1M———
Mutual Advisors, LLC
N/A—69,475-69,475-100%$1.0M———
Coldstream Capital Management Inc
N/A—69,226-69,226-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—52,512-52,512-100%$758.8K———
Citadel Advisors LLC
N/A—28,059-28,059-100%$405.5K———
Harbour Investments, Inc.
N/A—19,700-19,700-100%$284.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—19,419-19,419-100%$280.6K———
Raymond James Financial Inc
N/A—14,848-14,848-100%$214.6K———
Old Mission Capital LLC
N/A—10,976-10,976-100%$158.6K———
Pacific Financial Group Inc
N/A—10,742-10,742-100%$155.2K———
Jane Street Group, LLC
N/A—10,258-10,258-100%$148.2K———
AE Wealth Management LLC
N/A—10,015-10,015-100%$144.7K———
Synergy Investment Management, LLC
N/A—8,060-8,060-100%$116.5K———
Steward Partners Investment Advisory, LLC
N/A—2,488-2,488-100%$36.0K———
Ameritas Advisory Services, LLC
N/A—558-558-100%$8.1K———
Northwestern Mutual Wealth Management Co
N/A—325-325-100%$4.7K———
Jones Financial Companies Lllp
N/A—54-54-100%$778———
Morgan Stanley
N/A—41-41-100%$592———
Wells Fargo & Company
N/A—1-1-100%$13———
Showing 85 of 85 institutions