FT Vest Laddered Deep Buffer ETF(BUFD)

$30.39—Stale · unknown old

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FT Vest Laddered Deep Buffer ETF(BUFD)

USBATS • Last print unknown ago

$30.39—Stale · unknown old

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BUFD(BUFD)

BUFD

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Institutional Ownership

Top 364 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	11.28M	Jun 30, 26	+512.32K	17.70%
GW HENSSLER & ASSOCIATES LTD	4.03M	Jun 30, 26	+19.74K	6.33%
ENVESTNET ASSET MANAGEMENT INC	3.03M	Jun 30, 26	-10.27K	4.76%
ADVISOR GROUP HOLDINGS, INC.	2.31M	Jun 30, 26	+4.33K	3.62%
Cetera Investment Advisers	2.30M	Jun 30, 26	+177.41K	3.61%
Centennial Wealth Advisory LLC	1.80M	Jun 30, 26	-29.71K	2.82%
Legacy Financial Group LLC	1.74M	Jun 30, 26	-267.90K	2.73%
RAYMOND JAMES FINANCIAL INC	1.39M	Jun 30, 26	+28.40K	2.18%
Prime Capital Investment Advisors, LLC	1.25M	Jun 30, 26	+155.43K	1.97%
WELLS FARGO & COMPANY/MN	1.21M	Jun 30, 26	+361.49K	1.90%
Capital Asset Advisory Services LLC	1.01M	Jun 30, 26	+108.79K	1.59%
AXXCESS WEALTH MANAGEMENT, LLC	931.76K	Jun 30, 26	+931.76K	1.46%
HARBOUR INVESTMENTS, INC.	911.43K	Jun 30, 26	+53.74K	1.43%
Brookstone Capital Management	886.57K	Jun 30, 26	+121.86K	1.39%
Kestra Advisory Services, LLC	878.00K	Jun 30, 26	+11.41K	1.38%
TRUIST FINANCIAL CORP	852.66K	Jun 30, 26	-4.02K	1.34%
MML INVESTORS SERVICES, LLC	801.49K	Jun 30, 26	+106.88K	1.26%
COMMONWEALTH EQUITY SERVICES, LLC	764.52K	Jun 30, 26	+31.39K	1.20%
Integrated Wealth Concepts LLC	733.74K	Jun 30, 26	+504.30K	1.15%
FISCHER INVESTMENT STRATEGIES, LLC	708.01K	Jun 30, 26	-11.72K	1.11%
Coppell Advisory Solutions LLC	586.84K	Jun 30, 26	+586.84K	0.92%
RFG Advisory, LLC	574.49K	Jun 30, 26	+312.20K	0.90%
ROYAL BANK OF CANADA	552.36K	Jun 30, 26	-38.20K	0.87%
Cambridge Investment Research Advisors, Inc.	536.05K	Jun 30, 26	-5.92K	0.84%
Waverly Advisors, LLC	499.61K	Jun 30, 26	+1.38K	0.78%
NewEdge Advisors, LLC	412.98K	Jun 30, 26	+18.80K	0.65%
Stratos Wealth Partners, LTD.	403.29K	Jun 30, 26	-5.65K	0.63%
KESTRA PRIVATE WEALTH SERVICES, LLC	402.58K	Jun 30, 26	-6.25K	0.63%
MILESTONE ASSET MANAGEMENT, LLC	395.58K	Jun 30, 26	-46.91K	0.62%
Santori & Peters, Inc.	367.51K	Jun 30, 26	-947	0.58%
CreativeOne Wealth, LLC	337.94K	Jun 30, 26	+34.59K	0.53%
Simplicity Wealth,LLC	319.45K	Jun 30, 26	+37	0.50%
IMG Wealth Management, Inc.	311.54K	Jun 30, 26	+8.42K	0.49%
Mariner, LLC	304.94K	Jun 30, 26	-117.16K	0.48%
Private Advisor Group, LLC	299.89K	Jun 30, 26	+118.73K	0.47%
Pinnacle Financial Partners, Inc.	289.00K	Jun 30, 26	+11.90K	0.45%
Legacy Wealth Managment, LLC/ID	260.47K	Jun 30, 26	+5.89K	0.41%
Jacobi Capital Management LLC	255.28K	Jun 30, 26	+28.11K	0.40%
WEDBUSH SECURITIES INC	222.05K	Jun 30, 26	-12.99K	0.35%
PRECEDENT WEALTH PARTNERS, LLC	198.91K	Jun 30, 26	+65.18K	0.31%
Advisory Services Network, LLC	197.49K	Jun 30, 26	+10.95K	0.31%
MERCER GLOBAL ADVISORS INC /ADV	177.20K	Jun 30, 26	-140.29K	0.28%
Equitable Holdings, Inc.	172.52K	Jun 30, 26	+25.11K	0.27%
Sigma Planning Corp	159.26K	Jun 30, 26	+1.38K	0.25%
Prospera Financial Services Inc	149.28K	Jun 30, 26	+38.34K	0.23%
Atria Investments, Inc	146.79K	Jun 30, 26	-444	0.23%
HighPoint Advisor Group LLC	144.71K	Jun 30, 26	-15.17K	0.23%
Symphony Financial Services, Inc.	136.84K	Jun 30, 26	+110.01K	0.21%
Wealth Watch Advisors, INC	136.74K	Jun 30, 26	+8.29K	0.21%
Creative Planning	123.37K	Jun 30, 26	-2.35K	0.19%
IAMS WEALTH MANAGEMENT, LLC	112.73K	Jun 30, 26	-1.27K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	110.06K	Jun 30, 26	+75.18K	0.17%
Apollon Financial, LLC	101.90K	Jun 30, 26	-4.60K	0.16%
Perennial Investment Advisors, LLC	98.55K	Jun 30, 26	-11.98K	0.15%
Compass Financial Services Inc	96.38K	Jun 30, 26	+12.67K	0.15%
Sun Financial Inc	95.99K	Jun 30, 26	+2.24K	0.15%
Gladstone Institutional Advisory LLC	92.32K	Jun 30, 26	-563	0.14%
Maridea Wealth Management LLC	91.34K	Jun 30, 26	+16.14K	0.14%
IFP Advisors, Inc	91.24K	Jun 30, 26	+48.68K	0.14%
Kingsview Wealth Management, LLC	84.17K	Jun 30, 26	+1.21K	0.13%
Benson Wealth Management INC	82.79K	Jun 30, 26	+65.33K	0.13%
Five Pine Wealth Management	81.45K	Jun 30, 26	+20.10K	0.13%
CENTAURUS FINANCIAL, INC.	80.44K	Jun 30, 26	-11.89K	0.13%
Triad Wealth Partners, LLC	80.25K	Jun 30, 26	-82.88K	0.13%
Western Wealth Management, LLC	78.64K	Jun 30, 26	+18.07K	0.12%
Richard W. Paul & Associates, LLC	76.90K	Jun 30, 26	+758	0.12%
PRINCIPAL SECURITIES, INC.	76.24K	Jun 30, 26	+1.56K	0.12%
Integrity Financial Corp /WA	75.06K	Jun 30, 26	-9.53K	0.12%
Maia Wealth LLC	74.73K	Jun 30, 26	-2.63K	0.12%
Richmond Investment Services, LLC	73.97K	Jun 30, 26	-58.48K	0.12%
Atlas Private Wealth Advisors	70.45K	Jun 30, 26	-5.88K	0.11%
AE Wealth Management LLC	69.03K	Jun 30, 26	-1.87K	0.11%
Ascension Capital Advisors, Inc.	68.67K	Jun 30, 26	+1.42K	0.11%
Tradition Wealth Management, LLC	67.29K	Jun 30, 26	-459	0.11%
Paul Damon & Associates, Inc.	64.94K	Jun 30, 26	-30.07K	0.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	56.74K	Jun 30, 26	+9.08K	0.09%
Arkadios Wealth Advisors	55.94K	Jun 30, 26	-1.39K	0.09%
Claro Advisors LLC	54.27K	Jun 30, 26	-2.58K	0.09%
FOUNDERS FINANCIAL SECURITIES LLC	53.60K	Jun 30, 26	+40.83K	0.08%
Sanctuary Advisors, LLC	51.88K	Jun 30, 26	+6.08K	0.08%
Walkner Condon Financial Advisors LLC	50.77K	Jun 30, 26	-4.74K	0.08%
OLD MISSION CAPITAL LLC	50.66K	Jun 30, 26	+29.57K	0.08%
Financial Strategies Group, Inc.	49.35K	Jun 30, 26	+1.86K	0.08%
Echo Wealth Management, LLC	47.64K	Jun 30, 26	-17	0.07%
VIMA LLC	43.03K	Jun 30, 26	+43.03K	0.07%
BluePath Capital Management, LLC	42.35K	Jun 30, 26	+28.44K	0.07%
Steward Partners Investment Advisory, LLC	42.28K	Jun 30, 26	+1.61K	0.07%
Janney Montgomery Scott LLC	42.14K	Jun 30, 26	+13.59K	0.07%
IFG Advisory, LLC	42.03K	Jun 30, 26	+42.03K	0.07%
SRS Capital Advisors, Inc.	39.74K	Jun 30, 26	-253	0.06%
JPMORGAN CHASE & CO	39.41K	Jun 30, 26	+37.90K	0.06%
Ameritas Advisory Services, LLC	39.19K	Jun 30, 26	+24.60K	0.06%
Inspire Advisors, LLC	39.01K	Jun 30, 26	+11.31K	0.06%
Capasso Planning Partners LLC	36.71K	Jun 30, 26	--	0.06%
LifeWealth Investments, LLC	36.50K	Jun 30, 26	-2.09K	0.06%
TWIN PEAKS WEALTH ADVISORS, LLC	35.89K	Jun 30, 26	+2.45K	0.06%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	33.71K	Jun 30, 26	+1.31K	0.05%
Pallas Capital Advisors LLC	33.05K	Jun 30, 26	-198	0.05%
TOUNJIAN ADVISORY PARTNERS, LLC	32.88K	Jun 30, 26	+32.88K	0.05%
Capital Analysts, LLC	31.96K	Jun 30, 26	-2.02K	0.05%
American Institute for Advanced Investment Management, LLP	31.16K	Jun 30, 26	-1.35K	0.05%
BIP Wealth, LLC	31.08K	Jun 30, 26	+31.08K	0.05%
HighTower Advisors, LLC	30.80K	Jun 30, 26	-333	0.05%
MGO ONE SEVEN LLC	30.36K	Jun 30, 26	-340	0.05%
Valmark Advisers, Inc.	30.07K	Jun 30, 26	-5.42K	0.05%
Rockefeller Capital Management L.P.	29.50K	Jun 30, 26	+5.05K	0.05%
Ergawealth Advisors, Inc.	29.17K	Jun 30, 26	-4.81K	0.05%
Resources Investment Advisors, LLC.	29.14K	Jun 30, 26	+7.19K	0.05%
Concurrent Investment Advisors, LLC	28.70K	Jun 30, 26	+952	0.05%
SECURED RETIREMENT ADVISORS, LLC	28.59K	Jun 30, 26	-1.06K	0.04%
CCG WEALTH MANAGEMENT, LLC	27.84K	Jun 30, 26	-1.36K	0.04%
Merit Financial Group, LLC	27.82K	Jun 30, 26	-3.79K	0.04%
EdgeRock Capital LLC	27.52K	Jun 30, 26	--	0.04%
Center for Financial Planning, Inc.	27.15K	Jun 30, 26	+5.29K	0.04%
Blueprint Investment Partners LLC	26.86K	Jun 30, 26	+26.86K	0.04%
Blueprint Financial Advisors LLC	26.86K	Jun 30, 26	+26.86K	0.04%
Harvest Investment Services, LLC	25.53K	Jun 30, 26	--	0.04%
MORGAN STANLEY	25.48K	Jun 30, 26	+1.64K	0.04%
Global Retirement Partners, LLC	25.33K	Jun 30, 26	+25.33K	0.04%
GOLDMAN SACHS GROUP INC	24.54K	Jun 30, 26	+24.54K	0.04%
FSA Advisors, Inc.	24.02K	Jun 30, 26	-307	0.04%
Mutual Advisors, LLC	23.36K	Jun 30, 26	+3.41K	0.04%
Mount Yale Investment Advisors, LLC	23.14K	Jun 30, 26	+500	0.04%
Vestmark Advisory Solutions, Inc.	23.14K	Jun 30, 26	+500	0.04%
CASCADE INVESTMENT GROUP, INC.	21.77K	Jun 30, 26	+588	0.03%
Castleview Partners, LLC	21.54K	Jun 30, 26	+4	0.03%
PRIVATE TRUST CO NA	20.71K	Jun 30, 26	-690	0.03%
Signal Advisors Wealth, LLC	19.68K	Jun 30, 26	+5.38K	0.03%
Mayfair Advisory Group, LLC	19.37K	Jun 30, 26	-1.00K	0.03%
Strategic Financial Concepts, LLC	19.16K	Jun 30, 26	-342	0.03%
Kovack Advisors, Inc.	18.85K	Jun 30, 26	+7.20K	0.03%
McKinley Carter Wealth Services, Inc.	18.72K	Jun 30, 26	--	0.03%
Strategic Blueprint, LLC	18.64K	Jun 30, 26	--	0.03%
Quad-Cities Investment Group, LLC	18.62K	Jun 30, 26	+4.08K	0.03%
MONECO Advisors, LLC	18.38K	Jun 30, 26	+3.63K	0.03%
Soltis Investment Advisors LLC	17.14K	Jun 30, 26	--	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16.96K	Jun 30, 26	+16.96K	0.03%
WCG Wealth Advisors LLC	16.54K	Jun 30, 26	+3.20K	0.03%
Macro Advisors, Inc.	15.97K	Jun 30, 26	-71	0.03%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	15.59K	Jun 30, 26	+15.59K	0.02%
Alliance Wealth Advisors, LLC	15.47K	Jun 30, 26	--	0.02%
Core Wealth Advisors, Inc.	15.19K	Jun 30, 26	--	0.02%
Chris Bulman Inc	14.98K	Jun 30, 26	--	0.02%
AlphaStar Capital Management, LLC	14.89K	Jun 30, 26	+14.89K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	14.58K	Jun 30, 26	-38	0.02%
White Knight Strategic Wealth Advisors, LLC	14.31K	Jun 30, 26	+14.31K	0.02%
CITADEL ADVISORS LLC	14.21K	Jun 30, 26	+14.21K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	14.06K	Jun 30, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	13.92K	Jun 30, 26	+13.92K	0.02%
ADAMSBROWN WEALTH CONSULTANTS LLC	13.75K	Jun 30, 26	-3.60K	0.02%
PLANWISER FINANCIAL, LLC	13.70K	Jun 30, 26	-41	0.02%
IHT Wealth Management, LLC	13.57K	Jun 30, 26	-9.46K	0.02%
TopTier Wealth Management, LLC	13.33K	Jun 30, 26	-1.69K	0.02%
Onyx Bridge Wealth Group LLC	13.30K	Jun 30, 26	-2	0.02%
SCS Capital Management LLC	13.26K	Jun 30, 26	--	0.02%
CoreCap Advisors, LLC	13.23K	Jun 30, 26	+3.86K	0.02%
Ausdal Financial Partners, Inc.	12.91K	Jun 30, 26	+145	0.02%
Cambridge Advisors Inc.	12.63K	Jun 30, 26	-4.29K	0.02%
Sowell Financial Services LLC	12.34K	Jun 30, 26	-1.09K	0.02%
Clear Creek Financial Management, LLC	11.96K	Jun 30, 26	+1.36K	0.02%
Cornerstone Wealth Management, LLC	11.41K	Jun 30, 26	+1.68K	0.02%
PKS Advisory Services, LLC	11.02K	Jun 30, 26	+11.02K	0.02%
Tempo Wealth, LLC	10.96K	Jun 30, 26	--	0.02%
Goldenstone Wealth Management LLC	10.75K	Jun 30, 26	--	0.02%
BAM Wealth Management, LLC	10.65K	Jun 30, 26	+192	0.02%
Regal Investment Advisors LLC	10.55K	Jun 30, 26	--	0.02%
Global Assets Advisory, LLC	9.87K	Jun 30, 26	+9.87K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	9.73K	Jun 30, 26	+641	0.02%
Snowden Capital Advisors LLC	9.22K	Jun 30, 26	+75	0.01%
BENJAMIN EDWARDS INC	9.19K	Jun 30, 26	-1.00K	0.01%
Virtue Capital Management, LLC	9.05K	Jun 30, 26	+9.05K	0.01%
HB Wealth Management, LLC	8.99K	Jun 30, 26	--	0.01%
Golden State Wealth Management, LLC	8.91K	Jun 30, 26	--	0.01%
Encompass More Asset Management	8.78K	Jun 30, 26	+10	0.01%
Essex Financial Services, Inc.	8.44K	Jun 30, 26	-200	0.01%
Envestnet Portfolio Solutions, Inc.	8.33K	Jun 30, 26	-44	0.01%
Summit Wealth Partners, LLC	8.24K	Jun 30, 26	--	0.01%
Advisors Capital Management, LLC	8.21K	Jun 30, 26	+8.21K	0.01%
Darden Wealth Group Inc	8.20K	Jun 30, 26	+1	0.01%
MN Wealth Advisors, LLC	8.13K	Jun 30, 26	+8.13K	0.01%
Baker Avenue Asset Management, LP	8.03K	Jun 30, 26	-4.46K	0.01%
Financial Designs Corp	7.68K	Jun 30, 26	+7.68K	0.01%
SMITH, MOORE & CO.	7.68K	Jun 30, 26	-506	0.01%
Advisor Resource Council	7.67K	Jun 30, 26	+7.67K	0.01%
Integrated Advisors Network LLC	7.54K	Jun 30, 26	-601	0.01%
Core Wealth Partners LLC	7.44K	Jun 30, 26	+7.44K	0.01%
Vise Technologies, Inc.	7.24K	Jun 30, 26	+7.24K	0.01%
VestGen Advisors, LLC	7.08K	Jun 30, 26	+7.08K	0.01%
Farther Finance Advisors, LLC	5.84K	Jun 30, 26	+463	0.01%
FIDUCIARY FINANCIAL ADVISORS	5.41K	Jun 30, 26	+5.41K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.25K	Jun 30, 26	+5.25K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.69K	Jun 30, 26	--	0.01%
ASSETMARK, INC	3.67K	Jun 30, 26	-413	0.01%
Front Row Advisors LLC	3.48K	Jun 30, 26	+3.48K	0.01%
Asset Dedication, LLC	3.13K	Jun 30, 26	+3.13K	0.00%
Ashton Thomas Private Wealth, LLC	2.51K	Jun 30, 26	-2.19K	0.00%
N.E.W. Advisory Services LLC	2.23K	Jun 30, 26	-300	0.00%
DHJJ Financial Advisors, Ltd.	2.23K	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	1.75K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.44K	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.29K	Jun 30, 26	+1.29K	0.00%
Aptus Capital Advisors, LLC	1.04K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	980	Jun 30, 26	-240	0.00%
Rossby Financial, LCC	885	Jun 30, 26	-958	0.00%
Regatta Research & Money Management	470	Jun 30, 26	+470	0.00%
Nova Wealth Management, Inc.	469	Jun 30, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	358	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	350	Jun 30, 26	--	0.00%
Archer Investment Corp	296	Jun 30, 26	+296	0.00%
UBS Group AG	273	Jun 30, 26	+43	0.00%
Silver Grove Financial Group, Inc.	240	Jun 30, 26	-303	0.00%
BANK OF MONTREAL /CAN/	150	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	88	Jun 30, 26	-1.38K	0.00%
JFS WEALTH ADVISORS, LLC	88	Jun 30, 26	+88	0.00%
Smartleaf Asset Management LLC	44	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	3	Jun 30, 26	+1	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-1.52K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-20.38K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-640	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-54.19K	--
Independent Advisor Alliance	--	Jun 30, 26	-265.92K	--
Andina Capital Management, LLC	--	Jun 30, 26	-7.18K	--
Cooper Financial Group	--	Jun 30, 26	-9.86K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-585	--
Keystone Wealth Services, LLC	--	Jun 30, 26	-48.50K	--
GW HENSSLER & ASSOCIATES LTD	4.01M	Mar 31, 26	+25.44K	6.30%
ENVESTNET ASSET MANAGEMENT INC	3.04M	Mar 31, 26	+250.01K	4.78%
Centennial Wealth Advisory LLC	1.83M	Mar 31, 26	-30.64K	2.87%
RAYMOND JAMES FINANCIAL INC	1.36M	Mar 31, 26	+133.26K	2.14%
Capital Asset Advisory Services LLC	901.96K	Mar 31, 26	+97.97K	1.42%
HARBOUR INVESTMENTS, INC.	857.69K	Mar 31, 26	+215.59K	1.35%
TRUIST FINANCIAL CORP	856.69K	Mar 31, 26	-1.89K	1.34%
WELLS FARGO & COMPANY/MN	851.85K	Mar 31, 26	+476.51K	1.34%
CWM, LLC	736.97K	Mar 31, 26	+37.46K	1.16%
MML INVESTORS SERVICES, LLC	694.61K	Mar 31, 26	-156.61K	1.09%
Cambridge Investment Research Advisors, Inc.	541.97K	Mar 31, 26	+417	0.85%
Stratos Wealth Partners, LTD.	408.94K	Mar 31, 26	+3.61K	0.64%
Simplicity Wealth,LLC	319.42K	Mar 31, 26	+20.00K	0.50%
IMG Wealth Management, Inc.	303.13K	Mar 31, 26	+7.81K	0.48%
Independent Advisor Alliance	265.92K	Mar 31, 26	+265.92K	0.42%
Legacy Wealth Managment, LLC/ID	254.58K	Mar 31, 26	+14.18K	0.40%
WEDBUSH SECURITIES INC	235.04K	Mar 31, 26	+13.13K	0.37%
Jacobi Capital Management LLC	227.17K	Mar 31, 26	+29.43K	0.36%
Private Advisor Group, LLC	181.15K	Mar 31, 26	-280.21K	0.28%
Sigma Planning Corp	157.88K	Mar 31, 26	+43.48K	0.25%
Equitable Holdings, Inc.	147.41K	Mar 31, 26	+11.43K	0.23%
Atria Investments, Inc	147.23K	Mar 31, 26	-5.65K	0.23%
Creative Planning	125.72K	Mar 31, 26	-2.63K	0.20%
IAMS WEALTH MANAGEMENT, LLC	114.00K	Mar 31, 26	+7.74K	0.18%
Apollon Financial, LLC	106.50K	Mar 31, 26	--	0.17%
Gladstone Institutional Advisory LLC	92.88K	Mar 31, 26	+33.72K	0.15%
Integrity Financial Corp /WA	84.58K	Mar 31, 26	-3.07K	0.13%
Maia Wealth LLC	77.36K	Mar 31, 26	-1.00K	0.12%
Atlas Private Wealth Advisors	76.34K	Mar 31, 26	-7.40K	0.12%
Richard W. Paul & Associates, LLC	76.14K	Mar 31, 26	+997	0.12%
PRINCIPAL SECURITIES, INC.	74.68K	Mar 31, 26	+3.61K	0.12%
AE Wealth Management LLC	70.90K	Mar 31, 26	+7.74K	0.11%
Tradition Wealth Management, LLC	67.75K	Mar 31, 26	+4.60K	0.11%
Ascension Capital Advisors, Inc.	67.25K	Mar 31, 26	+575	0.11%
Walkner Condon Financial Advisors LLC	55.50K	Mar 31, 26	-3.75K	0.09%
Keystone Wealth Services, LLC	48.50K	Mar 31, 26	+48.50K	0.08%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	47.66K	Mar 31, 26	+4.63K	0.07%
Financial Strategies Group, Inc.	47.48K	Mar 31, 26	+3.29K	0.07%
SRS Capital Advisors, Inc.	39.99K	Mar 31, 26	-2.46K	0.06%
LifeWealth Investments, LLC	38.59K	Mar 31, 26	-708	0.06%
Capasso Planning Partners LLC	36.71K	Mar 31, 26	--	0.06%
TWIN PEAKS WEALTH ADVISORS, LLC	33.45K	Mar 31, 26	+2.88K	0.05%
Pallas Capital Advisors LLC	33.24K	Mar 31, 26	+14.78K	0.05%
Merit Financial Group, LLC	31.61K	Mar 31, 26	-7.27K	0.05%
HighTower Advisors, LLC	31.14K	Mar 31, 26	+21.80K	0.05%
MGO ONE SEVEN LLC	30.70K	Mar 31, 26	-8.06K	0.05%
CCG WEALTH MANAGEMENT, LLC	29.20K	Mar 31, 26	+29.20K	0.05%
Janney Montgomery Scott LLC	28.55K	Mar 31, 26	+2.68K	0.04%
Concurrent Investment Advisors, LLC	27.75K	Mar 31, 26	+27.75K	0.04%
Inspire Advisors, LLC	27.70K	Mar 31, 26	+14.50K	0.04%
Symphony Financial Services, Inc.	26.83K	Mar 31, 26	+1.75K	0.04%
Harvest Investment Services, LLC	25.53K	Mar 31, 26	--	0.04%
Rockefeller Capital Management L.P.	24.45K	Mar 31, 26	+4.98K	0.04%
Resources Investment Advisors, LLC.	21.95K	Mar 31, 26	+21.95K	0.03%
PRIVATE TRUST CO NA	21.40K	Mar 31, 26	+4.22K	0.03%
CASCADE INVESTMENT GROUP, INC.	21.19K	Mar 31, 26	+5.51K	0.03%
Mutual Advisors, LLC	19.96K	Mar 31, 26	+143	0.03%
Strategic Financial Concepts, LLC	19.50K	Mar 31, 26	+19.50K	0.03%
Strategic Blueprint, LLC	18.64K	Mar 31, 26	-30	0.03%
Cambridge Advisors Inc.	16.92K	Mar 31, 26	-450	0.03%
Macro Advisors, Inc.	16.05K	Mar 31, 26	+16.05K	0.03%
Alliance Wealth Advisors, LLC	15.47K	Mar 31, 26	--	0.02%
Core Wealth Advisors, Inc.	15.19K	Mar 31, 26	+7.08K	0.02%
Chris Bulman Inc	14.98K	Mar 31, 26	-730	0.02%
MONECO Advisors, LLC	14.75K	Mar 31, 26	+287	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	14.62K	Mar 31, 26	+700	0.02%
Ameritas Advisory Services, LLC	14.59K	Mar 31, 26	+3.25K	0.02%
Quad-Cities Investment Group, LLC	14.54K	Mar 31, 26	--	0.02%
Signal Advisors Wealth, LLC	14.30K	Mar 31, 26	+711	0.02%
PLANWISER FINANCIAL, LLC	13.74K	Mar 31, 26	-2.87K	0.02%
Sowell Financial Services LLC	13.43K	Mar 31, 26	-2.55K	0.02%
WCG Wealth Advisors LLC	13.34K	Mar 31, 26	+1.72K	0.02%
SCS Capital Management LLC	13.26K	Mar 31, 26	-2.69K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	12.76K	Mar 31, 26	+12.76K	0.02%
Kovack Advisors, Inc.	11.65K	Mar 31, 26	+2.86K	0.02%
Clear Creek Financial Management, LLC	10.60K	Mar 31, 26	--	0.02%
Regal Investment Advisors LLC	10.55K	Mar 31, 26	--	0.02%
Cornerstone Wealth Management, LLC	9.73K	Mar 31, 26	+1.06K	0.02%
CoreCap Advisors, LLC	9.37K	Mar 31, 26	-6.70K	0.01%
Snowden Capital Advisors LLC	9.15K	Mar 31, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	9.09K	Mar 31, 26	+9.09K	0.01%
Golden State Wealth Management, LLC	8.91K	Mar 31, 26	--	0.01%
Encompass More Asset Management	8.77K	Mar 31, 26	-187	0.01%
Summit Wealth Partners, LLC	8.24K	Mar 31, 26	--	0.01%
Darden Wealth Group Inc	8.20K	Mar 31, 26	--	0.01%
SMITH, MOORE & CO.	8.18K	Mar 31, 26	+732	0.01%
Integrated Advisors Network LLC	8.14K	Mar 31, 26	+683	0.01%
Ashton Thomas Private Wealth, LLC	4.70K	Mar 31, 26	+4.70K	0.01%
ASSETMARK, INC	4.08K	Mar 31, 26	-66	0.01%
JPMORGAN CHASE & CO	1.52K	Mar 31, 26	-950	0.00%
JONES FINANCIAL COMPANIES LLLP	1.47K	Mar 31, 26	+1.47K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.44K	Mar 31, 26	-211	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	640	Mar 31, 26	+640	0.00%
Sound Income Strategies, LLC	585	Mar 31, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	358	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	44	Mar 31, 26	-710	0.00%
SBI Securities Co., Ltd.	2	Mar 31, 26	--	0.00%
CITADEL ADVISORS LLC	--	Mar 31, 26	-17.11K	--
HBW Advisory Services LLC	--	Mar 31, 26	-7.14K	--
TFB Advisors LLC	--	Mar 31, 26	-17.15K	--
Bryn Mawr Capital Management, LLC	--	Mar 31, 26	-8.15K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-2.29M	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-768.93K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.25K	--
Concord Wealth Partners	--	Mar 31, 26	-3.36K	--
BIP Wealth, LLC	--	Mar 31, 26	-7.35K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-847.04K	--
GPS Wealth Strategies Group, LLC	17.31K	Dec 31, 25	-50.84K	0.03%
BRASS TAX WEALTH MANAGEMENT, INC	445.82K	Sep 30, 25	+20.82K	0.70%
SYNOVUS FINANCIAL CORP	270.44K	Sep 30, 25	+48.66K	0.42%
L.M. KOHN & COMPANY	27.59K	Sep 30, 25	-640	0.04%
Defined Financial Planning LLC	20.87K	Sep 30, 25	+5.29K	0.03%
Moloney Securities Asset Management, LLC	--	Sep 30, 25	-17.98K	--
Lion Street Advisors, LLC	--	Sep 30, 25	-25.09K	--
Tyler-Stone Wealth Management	117.38K	Jun 30, 25	+9.07K	0.18%
Legacy Investment Solutions, LLC	106.53K	Jun 30, 25	+106.53K	0.17%
AVANTAX ADVISORY SERVICES, INC.	83.67K	Jun 30, 25	+848	0.13%
Atria Wealth Solutions, Inc.	33.95K	Jun 30, 25	-144.42K	0.05%
Good Life Advisors, LLC	18.53K	Jun 30, 25	-3.31K	0.03%
Orion Portfolio Solutions, LLC	28.45K	Mar 31, 25	-6.90K	0.04%
Sanctuary Wealth Management, L.L.C.	12.85K	Dec 31, 24	--	0.02%
Edge Capital Group, LLC	8.42K	Dec 31, 24	+8.42K	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-43.73K	--
CEDRUS LLC	21.55K	Sep 30, 24	+21.55K	0.03%
VitalStone Financial, LLC	21.20K	Sep 30, 24	+2.06K	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	22.26K	Jun 30, 24	-512	0.03%
ICA Group Wealth Management, LLC	700	Jun 30, 24	-1.90K	0.00%
Cetera Advisors LLC	364.39K	Mar 31, 24	+21.81K	0.57%
Cetera Advisor Networks LLC	261.25K	Mar 31, 24	+118.69K	0.41%
Coppell Advisory Solutions Corp.	66.72K	Mar 31, 24	+66.72K	0.10%
FOCUS FINANCIAL NETWORK INC /ADV	15.02K	Dec 31, 23	+15.02K	0.02%
Bartlett & Co. LLC	--	Dec 31, 23	-128	--
Catalyst Wealth Management, LLC	94.63K	Mar 31, 23	-8.82K	0.15%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	348.15K	Sep 30, 22	+348.15K	0.55%
American Portfolios Advisors	110.15K	Sep 30, 22	-7.45K	0.17%
Strategic Asset Management, LLC	6.79K	Sep 30, 22	--	0.01%
B. Riley Wealth Management, Inc.	18.60K	Jun 30, 22	+18.60K	0.03%
NEXT Financial Group, Inc	2.01K	Dec 31, 21	--	0.00%
Ameritas Investment Company, LLC	--	Sep 30, 21	-17.71K	--

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Holder

Date

Change

% Held

LPL Financial LLC

11.28M

Jun 30, 26

+512.32K

17.70%

GW HENSSLER & ASSOCIATES LTD

4.03M

Jun 30, 26

+19.74K

6.33%

ENVESTNET ASSET MANAGEMENT INC

3.03M

Jun 30, 26

-10.27K

4.76%

ADVISOR GROUP HOLDINGS, INC.

2.31M

Jun 30, 26

+4.33K

3.62%

Cetera Investment Advisers

2.30M

Jun 30, 26

+177.41K

3.61%

Centennial Wealth Advisory LLC

1.80M

Jun 30, 26

-29.71K

2.82%

Legacy Financial Group LLC

1.74M

Jun 30, 26

-267.90K

2.73%

RAYMOND JAMES FINANCIAL INC

1.39M

Jun 30, 26

+28.40K

2.18%

Prime Capital Investment Advisors, LLC

1.25M

Jun 30, 26

+155.43K

1.97%

WELLS FARGO & COMPANY/MN

1.21M

Jun 30, 26

+361.49K

1.90%

Capital Asset Advisory Services LLC

1.01M

Jun 30, 26

+108.79K

1.59%

AXXCESS WEALTH MANAGEMENT, LLC

931.76K

Jun 30, 26

+931.76K

1.46%

HARBOUR INVESTMENTS, INC.

911.43K

Jun 30, 26

+53.74K

1.43%

Brookstone Capital Management

886.57K

Jun 30, 26

+121.86K

1.39%

Kestra Advisory Services, LLC

878.00K

Jun 30, 26

+11.41K

1.38%

TRUIST FINANCIAL CORP

852.66K

Jun 30, 26

-4.02K

1.34%

MML INVESTORS SERVICES, LLC

801.49K

Jun 30, 26

+106.88K

1.26%

COMMONWEALTH EQUITY SERVICES, LLC

764.52K

Jun 30, 26

+31.39K

1.20%

Integrated Wealth Concepts LLC

733.74K

Jun 30, 26

+504.30K

1.15%

FISCHER INVESTMENT STRATEGIES, LLC

708.01K

Jun 30, 26

-11.72K

1.11%

Coppell Advisory Solutions LLC

586.84K

Jun 30, 26

+586.84K

0.92%

RFG Advisory, LLC

574.49K

Jun 30, 26

+312.20K

0.90%

ROYAL BANK OF CANADA

552.36K

Jun 30, 26

-38.20K

0.87%

Cambridge Investment Research Advisors, Inc.

536.05K

Jun 30, 26

-5.92K

0.84%

Waverly Advisors, LLC

499.61K

Jun 30, 26

+1.38K

0.78%

NewEdge Advisors, LLC

412.98K

Jun 30, 26

+18.80K

0.65%

Stratos Wealth Partners, LTD.

403.29K

Jun 30, 26

-5.65K

0.63%

KESTRA PRIVATE WEALTH SERVICES, LLC

402.58K

Jun 30, 26

-6.25K

0.63%

MILESTONE ASSET MANAGEMENT, LLC

395.58K

Jun 30, 26

-46.91K

0.62%

Santori & Peters, Inc.

367.51K

Jun 30, 26

-947

0.58%

CreativeOne Wealth, LLC

337.94K

Jun 30, 26

+34.59K

0.53%

Simplicity Wealth,LLC

319.45K

Jun 30, 26

+37

0.50%

IMG Wealth Management, Inc.

311.54K

Jun 30, 26

+8.42K

0.49%

Mariner, LLC

304.94K

Jun 30, 26

-117.16K

0.48%

Private Advisor Group, LLC

299.89K

Jun 30, 26

+118.73K

0.47%

Pinnacle Financial Partners, Inc.

289.00K

Jun 30, 26

+11.90K

0.45%

Legacy Wealth Managment, LLC/ID

260.47K

Jun 30, 26

+5.89K

0.41%

Jacobi Capital Management LLC

255.28K

Jun 30, 26

+28.11K

0.40%

WEDBUSH SECURITIES INC

222.05K

Jun 30, 26

-12.99K

0.35%

PRECEDENT WEALTH PARTNERS, LLC

198.91K

Jun 30, 26

+65.18K

0.31%

Advisory Services Network, LLC

197.49K

Jun 30, 26

+10.95K

0.31%

MERCER GLOBAL ADVISORS INC /ADV

177.20K

Jun 30, 26

-140.29K

0.28%

Equitable Holdings, Inc.

172.52K

Jun 30, 26

+25.11K

0.27%

Sigma Planning Corp

159.26K

Jun 30, 26

+1.38K

0.25%

Prospera Financial Services Inc

149.28K

Jun 30, 26

+38.34K

0.23%

Atria Investments, Inc

146.79K

Jun 30, 26

-444

0.23%

HighPoint Advisor Group LLC

144.71K

Jun 30, 26

-15.17K

0.23%

Symphony Financial Services, Inc.

136.84K

Jun 30, 26

+110.01K

0.21%

Wealth Watch Advisors, INC

136.74K

Jun 30, 26

+8.29K

0.21%

Creative Planning

123.37K

Jun 30, 26

-2.35K

0.19%

IAMS WEALTH MANAGEMENT, LLC

112.73K

Jun 30, 26

-1.27K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

110.06K

Jun 30, 26

+75.18K

0.17%

Apollon Financial, LLC

101.90K

Jun 30, 26

-4.60K

0.16%

Perennial Investment Advisors, LLC

98.55K

Jun 30, 26

-11.98K

0.15%

Compass Financial Services Inc

96.38K

Jun 30, 26

+12.67K

0.15%

Sun Financial Inc

95.99K

Jun 30, 26

+2.24K

0.15%

Gladstone Institutional Advisory LLC

92.32K

Jun 30, 26

-563

0.14%

Maridea Wealth Management LLC

91.34K

Jun 30, 26

+16.14K

0.14%

IFP Advisors, Inc

91.24K

Jun 30, 26

+48.68K

0.14%

Kingsview Wealth Management, LLC

84.17K

Jun 30, 26

+1.21K

0.13%

Benson Wealth Management INC

82.79K

Jun 30, 26

+65.33K

0.13%

Five Pine Wealth Management

81.45K

Jun 30, 26

+20.10K

0.13%

CENTAURUS FINANCIAL, INC.

80.44K

Jun 30, 26

-11.89K

0.13%

Triad Wealth Partners, LLC

80.25K

Jun 30, 26

-82.88K

0.13%

Western Wealth Management, LLC

78.64K

Jun 30, 26

+18.07K

0.12%

Richard W. Paul & Associates, LLC

76.90K

Jun 30, 26

+758

0.12%

PRINCIPAL SECURITIES, INC.

76.24K

Jun 30, 26

+1.56K

0.12%

Integrity Financial Corp /WA

75.06K

Jun 30, 26

-9.53K

0.12%

Maia Wealth LLC

74.73K

Jun 30, 26

-2.63K

0.12%

Richmond Investment Services, LLC

73.97K

Jun 30, 26

-58.48K

0.12%

Atlas Private Wealth Advisors

70.45K

Jun 30, 26

-5.88K

0.11%

AE Wealth Management LLC

69.03K

Jun 30, 26

-1.87K

0.11%

Ascension Capital Advisors, Inc.

68.67K

Jun 30, 26

+1.42K

0.11%

Tradition Wealth Management, LLC

67.29K

Jun 30, 26

-459

0.11%

Paul Damon & Associates, Inc.

64.94K

Jun 30, 26

-30.07K

0.10%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

56.74K

Jun 30, 26

+9.08K

0.09%

Arkadios Wealth Advisors

55.94K

Jun 30, 26

-1.39K

0.09%

Claro Advisors LLC

54.27K

Jun 30, 26

-2.58K

0.09%

FOUNDERS FINANCIAL SECURITIES LLC

53.60K

Jun 30, 26

+40.83K

0.08%

Sanctuary Advisors, LLC

51.88K

Jun 30, 26

+6.08K

0.08%

Walkner Condon Financial Advisors LLC

50.77K

Jun 30, 26

-4.74K

0.08%

OLD MISSION CAPITAL LLC

50.66K

Jun 30, 26

+29.57K

0.08%

Financial Strategies Group, Inc.

49.35K

Jun 30, 26

+1.86K

0.08%

Echo Wealth Management, LLC

47.64K

Jun 30, 26

-17

0.07%

VIMA LLC

43.03K

Jun 30, 26

+43.03K

0.07%

BluePath Capital Management, LLC

42.35K

Jun 30, 26

+28.44K

0.07%

Steward Partners Investment Advisory, LLC

42.28K

Jun 30, 26

+1.61K

0.07%

Janney Montgomery Scott LLC

42.14K

Jun 30, 26

+13.59K

0.07%

IFG Advisory, LLC

42.03K

Jun 30, 26

+42.03K

0.07%

SRS Capital Advisors, Inc.

39.74K

Jun 30, 26

-253

0.06%

JPMORGAN CHASE & CO

39.41K

Jun 30, 26

+37.90K

0.06%

Ameritas Advisory Services, LLC

39.19K

Jun 30, 26

+24.60K

0.06%

Inspire Advisors, LLC

39.01K

Jun 30, 26

+11.31K

0.06%

Capasso Planning Partners LLC

36.71K

Jun 30, 26

0.06%

LifeWealth Investments, LLC

36.50K

Jun 30, 26

-2.09K

0.06%

TWIN PEAKS WEALTH ADVISORS, LLC

35.89K

Jun 30, 26

+2.45K

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

33.71K

Jun 30, 26

+1.31K

0.05%

Pallas Capital Advisors LLC

33.05K

Jun 30, 26

-198

0.05%

TOUNJIAN ADVISORY PARTNERS, LLC

32.88K

Jun 30, 26

+32.88K

0.05%

Capital Analysts, LLC

31.96K

Jun 30, 26

-2.02K

0.05%

American Institute for Advanced Investment Management, LLP

31.16K

Jun 30, 26

-1.35K

0.05%

BIP Wealth, LLC

31.08K

Jun 30, 26

+31.08K

0.05%

HighTower Advisors, LLC

30.80K

Jun 30, 26

-333

0.05%

MGO ONE SEVEN LLC

30.36K

Jun 30, 26

-340

0.05%

Valmark Advisers, Inc.

30.07K

Jun 30, 26

-5.42K

0.05%

Rockefeller Capital Management L.P.

29.50K

Jun 30, 26

+5.05K

0.05%

Ergawealth Advisors, Inc.

29.17K

Jun 30, 26

-4.81K

0.05%

Resources Investment Advisors, LLC.

29.14K

Jun 30, 26

+7.19K

0.05%

Concurrent Investment Advisors, LLC

28.70K

Jun 30, 26

+952

0.05%

SECURED RETIREMENT ADVISORS, LLC

28.59K

Jun 30, 26

-1.06K

0.04%

CCG WEALTH MANAGEMENT, LLC

27.84K

Jun 30, 26

-1.36K

0.04%

Merit Financial Group, LLC

27.82K

Jun 30, 26

-3.79K

0.04%

EdgeRock Capital LLC

27.52K

Jun 30, 26

0.04%

Center for Financial Planning, Inc.

27.15K

Jun 30, 26

+5.29K

0.04%

Blueprint Investment Partners LLC

26.86K

Jun 30, 26

+26.86K

0.04%

Blueprint Financial Advisors LLC

26.86K

Jun 30, 26

+26.86K

0.04%

Harvest Investment Services, LLC

25.53K

Jun 30, 26

0.04%

MORGAN STANLEY

25.48K

Jun 30, 26

+1.64K

0.04%

Global Retirement Partners, LLC

25.33K

Jun 30, 26

+25.33K

0.04%

GOLDMAN SACHS GROUP INC

24.54K

Jun 30, 26

+24.54K

0.04%

FSA Advisors, Inc.

24.02K

Jun 30, 26

-307

0.04%

Mutual Advisors, LLC

23.36K

Jun 30, 26

+3.41K

0.04%

Mount Yale Investment Advisors, LLC

23.14K

Jun 30, 26

+500

0.04%

Vestmark Advisory Solutions, Inc.

23.14K

Jun 30, 26

+500

0.04%

CASCADE INVESTMENT GROUP, INC.

21.77K

Jun 30, 26

+588

0.03%

Castleview Partners, LLC

21.54K

Jun 30, 26

0.03%

PRIVATE TRUST CO NA

20.71K

Jun 30, 26

-690

0.03%

Signal Advisors Wealth, LLC

19.68K

Jun 30, 26

+5.38K

0.03%

Mayfair Advisory Group, LLC

19.37K

Jun 30, 26

-1.00K

0.03%

Strategic Financial Concepts, LLC

19.16K

Jun 30, 26

-342

0.03%

Kovack Advisors, Inc.

18.85K

Jun 30, 26

+7.20K

0.03%

McKinley Carter Wealth Services, Inc.

18.72K

Jun 30, 26

0.03%

Strategic Blueprint, LLC

18.64K

Jun 30, 26

0.03%

Quad-Cities Investment Group, LLC

18.62K

Jun 30, 26

+4.08K

0.03%

MONECO Advisors, LLC

18.38K

Jun 30, 26

+3.63K

0.03%

Soltis Investment Advisors LLC

17.14K

Jun 30, 26

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

16.96K

Jun 30, 26

+16.96K

0.03%

WCG Wealth Advisors LLC

16.54K

Jun 30, 26

+3.20K

0.03%

Macro Advisors, Inc.

15.97K

Jun 30, 26

-71

0.03%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

15.59K

Jun 30, 26

+15.59K

0.02%

Alliance Wealth Advisors, LLC

15.47K

Jun 30, 26

0.02%

Core Wealth Advisors, Inc.

15.19K

Jun 30, 26

0.02%

Chris Bulman Inc

14.98K

Jun 30, 26

0.02%

AlphaStar Capital Management, LLC

14.89K

Jun 30, 26

+14.89K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

14.58K

Jun 30, 26

-38

0.02%

White Knight Strategic Wealth Advisors, LLC

14.31K

Jun 30, 26

+14.31K

0.02%

CITADEL ADVISORS LLC

14.21K

Jun 30, 26

+14.21K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

14.06K

Jun 30, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

13.92K

Jun 30, 26

+13.92K

0.02%

ADAMSBROWN WEALTH CONSULTANTS LLC

13.75K

Jun 30, 26

-3.60K

0.02%

PLANWISER FINANCIAL, LLC

13.70K

Jun 30, 26

-41

0.02%

IHT Wealth Management, LLC

13.57K

Jun 30, 26

-9.46K

0.02%

TopTier Wealth Management, LLC

13.33K

Jun 30, 26

-1.69K

0.02%

Onyx Bridge Wealth Group LLC

13.30K

Jun 30, 26

-2

0.02%

SCS Capital Management LLC

13.26K

Jun 30, 26

0.02%

CoreCap Advisors, LLC

13.23K

Jun 30, 26

+3.86K

0.02%

Ausdal Financial Partners, Inc.

12.91K

Jun 30, 26

+145

0.02%

Cambridge Advisors Inc.

12.63K

Jun 30, 26

-4.29K

0.02%

Sowell Financial Services LLC

12.34K

Jun 30, 26

-1.09K

0.02%

Clear Creek Financial Management, LLC

11.96K

Jun 30, 26

+1.36K

0.02%

Cornerstone Wealth Management, LLC

11.41K

Jun 30, 26

+1.68K

0.02%

PKS Advisory Services, LLC

11.02K

Jun 30, 26

+11.02K

0.02%

Tempo Wealth, LLC

10.96K

Jun 30, 26

0.02%

Goldenstone Wealth Management LLC

10.75K

Jun 30, 26

0.02%

BAM Wealth Management, LLC

10.65K

Jun 30, 26

+192

0.02%

Regal Investment Advisors LLC

10.55K

Jun 30, 26

0.02%

Global Assets Advisory, LLC

9.87K

Jun 30, 26

+9.87K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

9.73K

Jun 30, 26

+641

0.02%

Snowden Capital Advisors LLC

9.22K

Jun 30, 26

+75

0.01%

BENJAMIN EDWARDS INC

9.19K

Jun 30, 26

-1.00K

0.01%

Virtue Capital Management, LLC

9.05K

Jun 30, 26

+9.05K

0.01%

HB Wealth Management, LLC

8.99K

Jun 30, 26

0.01%

Golden State Wealth Management, LLC

8.91K

Jun 30, 26

0.01%

Encompass More Asset Management

8.78K

Jun 30, 26

+10

0.01%

Essex Financial Services, Inc.

8.44K

Jun 30, 26

-200

0.01%

Envestnet Portfolio Solutions, Inc.

8.33K

Jun 30, 26

-44

0.01%

Summit Wealth Partners, LLC

8.24K

Jun 30, 26

0.01%

Advisors Capital Management, LLC

8.21K

Jun 30, 26

+8.21K

0.01%

Darden Wealth Group Inc

8.20K

Jun 30, 26

0.01%

MN Wealth Advisors, LLC

8.13K

Jun 30, 26

+8.13K

0.01%

Baker Avenue Asset Management, LP

8.03K

Jun 30, 26

-4.46K

0.01%

Financial Designs Corp

7.68K

Jun 30, 26

+7.68K

0.01%

SMITH, MOORE & CO.

7.68K

Jun 30, 26

-506

0.01%

Advisor Resource Council

7.67K

Jun 30, 26

+7.67K

0.01%

Integrated Advisors Network LLC

7.54K

Jun 30, 26

-601

0.01%

Core Wealth Partners LLC

7.44K

Jun 30, 26

+7.44K

0.01%

Vise Technologies, Inc.

7.24K

Jun 30, 26

+7.24K

0.01%

VestGen Advisors, LLC

7.08K

Jun 30, 26

+7.08K

0.01%

Farther Finance Advisors, LLC

5.84K

Jun 30, 26

+463

0.01%

FIDUCIARY FINANCIAL ADVISORS

5.41K

Jun 30, 26

+5.41K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.25K

Jun 30, 26

+5.25K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.69K

Jun 30, 26

0.01%

ASSETMARK, INC

3.67K

Jun 30, 26

-413

0.01%

Front Row Advisors LLC

3.48K

Jun 30, 26

+3.48K

0.01%

Asset Dedication, LLC

3.13K

Jun 30, 26

+3.13K

0.00%

Ashton Thomas Private Wealth, LLC

2.51K

Jun 30, 26

-2.19K

0.00%

N.E.W. Advisory Services LLC

2.23K

Jun 30, 26

-300

0.00%

DHJJ Financial Advisors, Ltd.

2.23K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

1.75K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.44K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.29K

Jun 30, 26

+1.29K

0.00%

Aptus Capital Advisors, LLC

1.04K

Jun 30, 26

0.00%

Larson Financial Group LLC

980

Jun 30, 26

-240

0.00%

Rossby Financial, LCC

885

Jun 30, 26

-958

0.00%

Regatta Research & Money Management

470

Jun 30, 26

+470

0.00%

Nova Wealth Management, Inc.

469

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

358

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

350

Jun 30, 26

0.00%

Archer Investment Corp

296

Jun 30, 26

+296

0.00%

UBS Group AG

273

Jun 30, 26

+43

0.00%

Silver Grove Financial Group, Inc.

240

Jun 30, 26

-303

0.00%

BANK OF MONTREAL /CAN/

150

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-1.38K

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+88

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-1.52K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-20.38K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-640

Brinker Capital Investments, LLC

Jun 30, 26

-54.19K

Independent Advisor Alliance

Jun 30, 26

-265.92K

Andina Capital Management, LLC

Jun 30, 26

-7.18K

Cooper Financial Group

Jun 30, 26

-9.86K

Sound Income Strategies, LLC

Jun 30, 26

-585

Keystone Wealth Services, LLC

Jun 30, 26

-48.50K

GW HENSSLER & ASSOCIATES LTD

4.01M

Mar 31, 26

+25.44K

6.30%

ENVESTNET ASSET MANAGEMENT INC

3.04M

Mar 31, 26

+250.01K

4.78%

Centennial Wealth Advisory LLC

1.83M

Mar 31, 26

-30.64K

2.87%

RAYMOND JAMES FINANCIAL INC

1.36M

Mar 31, 26

+133.26K

2.14%

Capital Asset Advisory Services LLC

901.96K

Mar 31, 26

+97.97K

1.42%

HARBOUR INVESTMENTS, INC.

857.69K

Mar 31, 26

+215.59K

1.35%

TRUIST FINANCIAL CORP

856.69K

Mar 31, 26

-1.89K

1.34%

WELLS FARGO & COMPANY/MN

851.85K

Mar 31, 26

+476.51K

1.34%

CWM, LLC

736.97K

Mar 31, 26

+37.46K

1.16%

MML INVESTORS SERVICES, LLC

694.61K

Mar 31, 26

-156.61K

1.09%

Cambridge Investment Research Advisors, Inc.

541.97K

Mar 31, 26

+417

0.85%

Stratos Wealth Partners, LTD.

408.94K

Mar 31, 26

+3.61K

0.64%

Simplicity Wealth,LLC

319.42K

Mar 31, 26

+20.00K

0.50%

IMG Wealth Management, Inc.

303.13K

Mar 31, 26

+7.81K

0.48%

Independent Advisor Alliance

265.92K

Mar 31, 26

+265.92K

0.42%

Legacy Wealth Managment, LLC/ID

254.58K

Mar 31, 26

+14.18K

0.40%

WEDBUSH SECURITIES INC

235.04K

Mar 31, 26

+13.13K

0.37%

Jacobi Capital Management LLC

227.17K

Mar 31, 26

+29.43K

0.36%

Private Advisor Group, LLC

181.15K

Mar 31, 26

-280.21K

0.28%

Sigma Planning Corp

157.88K

Mar 31, 26

+43.48K

0.25%

Equitable Holdings, Inc.

147.41K

Mar 31, 26

+11.43K

0.23%

Atria Investments, Inc

147.23K

Mar 31, 26

-5.65K

0.23%

Creative Planning

125.72K

Mar 31, 26

-2.63K

0.20%

IAMS WEALTH MANAGEMENT, LLC

114.00K

Mar 31, 26

+7.74K

0.18%

Apollon Financial, LLC

106.50K

Mar 31, 26

0.17%

Gladstone Institutional Advisory LLC

92.88K

Mar 31, 26

+33.72K

0.15%

Integrity Financial Corp /WA

84.58K

Mar 31, 26

-3.07K

0.13%

Maia Wealth LLC

77.36K

Mar 31, 26

-1.00K

0.12%

Atlas Private Wealth Advisors

76.34K

Mar 31, 26

-7.40K

0.12%

Richard W. Paul & Associates, LLC

76.14K

Mar 31, 26

+997

0.12%

PRINCIPAL SECURITIES, INC.

74.68K

Mar 31, 26

+3.61K

0.12%

AE Wealth Management LLC

70.90K

Mar 31, 26

+7.74K

0.11%

Tradition Wealth Management, LLC

67.75K

Mar 31, 26

+4.60K

0.11%

Ascension Capital Advisors, Inc.

67.25K

Mar 31, 26

+575

0.11%

Walkner Condon Financial Advisors LLC

55.50K

Mar 31, 26

-3.75K

0.09%

Keystone Wealth Services, LLC

48.50K

Mar 31, 26

+48.50K

0.08%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

47.66K

Mar 31, 26

+4.63K

0.07%

Financial Strategies Group, Inc.

47.48K

Mar 31, 26

+3.29K

0.07%

SRS Capital Advisors, Inc.

39.99K

Mar 31, 26

-2.46K

0.06%

LifeWealth Investments, LLC

38.59K

Mar 31, 26

-708

0.06%

Capasso Planning Partners LLC

36.71K

Mar 31, 26

0.06%

TWIN PEAKS WEALTH ADVISORS, LLC

33.45K

Mar 31, 26

+2.88K

0.05%

Pallas Capital Advisors LLC

33.24K

Mar 31, 26

+14.78K

0.05%

Merit Financial Group, LLC

31.61K

Mar 31, 26

-7.27K

0.05%

HighTower Advisors, LLC

31.14K

Mar 31, 26

+21.80K

0.05%

MGO ONE SEVEN LLC

30.70K

Mar 31, 26

-8.06K

0.05%

CCG WEALTH MANAGEMENT, LLC

29.20K

Mar 31, 26

+29.20K

0.05%

Janney Montgomery Scott LLC

28.55K

Mar 31, 26

+2.68K

0.04%

Concurrent Investment Advisors, LLC

27.75K

Mar 31, 26

+27.75K

0.04%

Inspire Advisors, LLC

27.70K

Mar 31, 26

+14.50K

0.04%

Symphony Financial Services, Inc.

26.83K

Mar 31, 26

+1.75K

0.04%

Harvest Investment Services, LLC

25.53K

Mar 31, 26

0.04%

Rockefeller Capital Management L.P.

24.45K

Mar 31, 26

+4.98K

0.04%

Resources Investment Advisors, LLC.

21.95K

Mar 31, 26

+21.95K

0.03%

PRIVATE TRUST CO NA

21.40K

Mar 31, 26

+4.22K

0.03%

CASCADE INVESTMENT GROUP, INC.

21.19K

Mar 31, 26

+5.51K

0.03%

Mutual Advisors, LLC

19.96K

Mar 31, 26

+143

0.03%

Strategic Financial Concepts, LLC

19.50K

Mar 31, 26

+19.50K

0.03%

Strategic Blueprint, LLC

18.64K

Mar 31, 26

-30

0.03%

Cambridge Advisors Inc.

16.92K

Mar 31, 26

-450

0.03%

Macro Advisors, Inc.

16.05K

Mar 31, 26

+16.05K

0.03%

Alliance Wealth Advisors, LLC

15.47K

Mar 31, 26

0.02%

Core Wealth Advisors, Inc.

15.19K

Mar 31, 26

+7.08K

0.02%

Chris Bulman Inc

14.98K

Mar 31, 26

-730

0.02%

MONECO Advisors, LLC

14.75K

Mar 31, 26

+287

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

14.62K

Mar 31, 26

+700

0.02%

Ameritas Advisory Services, LLC

14.59K

Mar 31, 26

+3.25K

0.02%

Quad-Cities Investment Group, LLC

14.54K

Mar 31, 26

0.02%

Signal Advisors Wealth, LLC

14.30K

Mar 31, 26

+711

0.02%

PLANWISER FINANCIAL, LLC

13.74K

Mar 31, 26

-2.87K

0.02%

Sowell Financial Services LLC

13.43K

Mar 31, 26

-2.55K

0.02%

WCG Wealth Advisors LLC

13.34K

Mar 31, 26

+1.72K

0.02%

SCS Capital Management LLC

13.26K

Mar 31, 26

-2.69K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

12.76K

Mar 31, 26

+12.76K

0.02%

Kovack Advisors, Inc.

11.65K

Mar 31, 26

+2.86K

0.02%

Clear Creek Financial Management, LLC

10.60K

Mar 31, 26

0.02%

Regal Investment Advisors LLC

10.55K

Mar 31, 26

0.02%

Cornerstone Wealth Management, LLC

9.73K

Mar 31, 26

+1.06K

0.02%

CoreCap Advisors, LLC

9.37K

Mar 31, 26

-6.70K

0.01%

Snowden Capital Advisors LLC

9.15K

Mar 31, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

9.09K

Mar 31, 26

+9.09K

0.01%

Golden State Wealth Management, LLC

8.91K

Mar 31, 26

0.01%

Encompass More Asset Management

8.77K

Mar 31, 26

-187

0.01%

Summit Wealth Partners, LLC

8.24K

Mar 31, 26

0.01%

Darden Wealth Group Inc

8.20K

Mar 31, 26

0.01%

SMITH, MOORE & CO.

8.18K

Mar 31, 26

+732

0.01%

Integrated Advisors Network LLC

8.14K

Mar 31, 26

+683

0.01%

Ashton Thomas Private Wealth, LLC

4.70K

Mar 31, 26

+4.70K

0.01%

ASSETMARK, INC

4.08K

Mar 31, 26

-66

0.01%

JPMORGAN CHASE & CO

1.52K

Mar 31, 26

-950

0.00%

JONES FINANCIAL COMPANIES LLLP

1.47K

Mar 31, 26

+1.47K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.44K

Mar 31, 26

-211

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

640

Mar 31, 26

+640

0.00%

Sound Income Strategies, LLC

585

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

358

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-710

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

0.00%

CITADEL ADVISORS LLC

Mar 31, 26

-17.11K

HBW Advisory Services LLC

Mar 31, 26

-7.14K

TFB Advisors LLC

Mar 31, 26

-17.15K

Bryn Mawr Capital Management, LLC

Mar 31, 26

-8.15K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-2.29M

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-768.93K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.25K

Concord Wealth Partners

Mar 31, 26

-3.36K

BIP Wealth, LLC

Mar 31, 26

-7.35K

Coppell Advisory Solutions LLC

Mar 31, 26

-847.04K

GPS Wealth Strategies Group, LLC

17.31K

Dec 31, 25

-50.84K

0.03%

BRASS TAX WEALTH MANAGEMENT, INC

445.82K

Sep 30, 25

+20.82K

0.70%

SYNOVUS FINANCIAL CORP

270.44K

Sep 30, 25

+48.66K

0.42%

L.M. KOHN & COMPANY

27.59K

Sep 30, 25

-640

0.04%

Defined Financial Planning LLC

20.87K

Sep 30, 25

+5.29K

0.03%

Moloney Securities Asset Management, LLC

Sep 30, 25

-17.98K

Lion Street Advisors, LLC

Sep 30, 25

-25.09K

Tyler-Stone Wealth Management

117.38K

Jun 30, 25

+9.07K

0.18%

Legacy Investment Solutions, LLC

106.53K

Jun 30, 25

+106.53K

0.17%

AVANTAX ADVISORY SERVICES, INC.

83.67K

Jun 30, 25

+848

0.13%

Atria Wealth Solutions, Inc.

33.95K

Jun 30, 25

-144.42K

0.05%

Good Life Advisors, LLC

18.53K

Jun 30, 25

-3.31K

0.03%

Orion Portfolio Solutions, LLC

28.45K

Mar 31, 25

-6.90K

0.04%

Sanctuary Wealth Management, L.L.C.

12.85K

Dec 31, 24

0.02%

Edge Capital Group, LLC

8.42K

Dec 31, 24

+8.42K

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-43.73K

CEDRUS LLC

21.55K

Sep 30, 24

+21.55K

0.03%

VitalStone Financial, LLC

21.20K

Sep 30, 24

+2.06K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

22.26K

Jun 30, 24

-512

0.03%

ICA Group Wealth Management, LLC

700

Jun 30, 24

-1.90K

0.00%

Cetera Advisors LLC

364.39K

Mar 31, 24

+21.81K

0.57%

Cetera Advisor Networks LLC

261.25K

Mar 31, 24

+118.69K

0.41%

Coppell Advisory Solutions Corp.

66.72K

Mar 31, 24

+66.72K

0.10%

FOCUS FINANCIAL NETWORK INC /ADV

15.02K

Dec 31, 23

+15.02K

0.02%

Bartlett & Co. LLC

Dec 31, 23

-128

Catalyst Wealth Management, LLC

94.63K

Mar 31, 23

-8.82K

0.15%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

348.15K

Sep 30, 22

+348.15K

0.55%

American Portfolios Advisors

110.15K

Sep 30, 22

-7.45K

0.17%

Strategic Asset Management, LLC

6.79K

Sep 30, 22

0.01%

B. Riley Wealth Management, Inc.

18.60K

Jun 30, 22

+18.60K

0.03%

NEXT Financial Group, Inc

2.01K

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

Sep 30, 21

-17.71K