FT Vest Laddered Moderate Buffer ETF(BUFZ)

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FT Vest Laddered Moderate Buffer ETF(BUFZ)

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BUFZ(BUFZ)

BUFZ

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.63M	Jun 30, 26	+260.49K	13.20%
Forge Financial Services LLC	4.26M	Jun 30, 26	+109.85K	12.14%
RAYMOND JAMES FINANCIAL INC	3.88M	Jun 30, 26	+931.39K	11.06%
ADVISOR GROUP HOLDINGS, INC.	1.55M	Jun 30, 26	-322.12K	4.43%
ENVESTNET ASSET MANAGEMENT INC	1.36M	Jun 30, 26	-1.79K	3.88%
Coppell Advisory Solutions LLC	1.28M	Jun 30, 26	+1.28M	3.64%
Cetera Investment Advisers	1.11M	Jun 30, 26	+102.49K	3.17%
Kestra Advisory Services, LLC	1.09M	Jun 30, 26	-1.01K	3.10%
Jacobi Capital Management LLC	943.84K	Jun 30, 26	+62.20K	2.69%
COMMONWEALTH EQUITY SERVICES, LLC	905.53K	Jun 30, 26	+17.59K	2.58%
TRUIST FINANCIAL CORP	856.89K	Jun 30, 26	+98.95K	2.44%
Rise Advisors, LLC	706.07K	Jun 30, 26	+6.95K	2.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	660.80K	Jun 30, 26	+113.81K	1.88%
Geneos Wealth Management Inc.	485.39K	Jun 30, 26	+18.97K	1.38%
CreativeOne Wealth, LLC	431.46K	Jun 30, 26	+22.51K	1.23%
ARQ WEALTH ADVISORS, LLC	425.05K	Jun 30, 26	+425.05K	1.21%
Cambridge Investment Research Advisors, Inc.	225.91K	Jun 30, 26	+4.86K	0.64%
HARBOUR INVESTMENTS, INC.	212.66K	Jun 30, 26	+11.21K	0.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	207.50K	Jun 30, 26	+100.83K	0.59%
Integrated Wealth Concepts LLC	197.29K	Jun 30, 26	+112.21K	0.56%
BOS Asset Management, LLC	189.27K	Jun 30, 26	+189.27K	0.54%
Richmond Investment Services, LLC	170.43K	Jun 30, 26	-134.54K	0.49%
AdvisorNet Financial, Inc	165.12K	Jun 30, 26	+53.09K	0.47%
MML INVESTORS SERVICES, LLC	160.86K	Jun 30, 26	+45.47K	0.46%
Summit Financial, LLC	131.64K	Jun 30, 26	+131.64K	0.38%
Diversify Advisory Services, LLC	126.88K	Jun 30, 26	+126.88K	0.36%
DIVERSIFY WEALTH MANAGEMENT, LLC	126.88K	Jun 30, 26	+42.78K	0.36%
Private Advisor Group, LLC	118.10K	Jun 30, 26	+7.54K	0.34%
Prospera Financial Services Inc	100.51K	Jun 30, 26	+26.73K	0.29%
Global Retirement Partners, LLC	98.87K	Jun 30, 26	+98.87K	0.28%
StoneX Group Inc.	92.58K	Jun 30, 26	+14.47K	0.26%
Brookstone Capital Management	91.64K	Jun 30, 26	+11.03K	0.26%
Comprehensive Financial Consultants Institutional, Inc.	91.36K	Jun 30, 26	+10.66K	0.26%
Visionary Wealth Advisors	90.58K	Jun 30, 26	-4.95K	0.26%
WOLFF WIESE MAGANA LLC	83.95K	Jun 30, 26	--	0.24%
Atlas Private Wealth Advisors	74.60K	Jun 30, 26	-1.20K	0.21%
Mayfair Advisory Group, LLC	73.64K	Jun 30, 26	-2.69K	0.21%
AQR CAPITAL MANAGEMENT LLC	71.75K	Jun 30, 26	-1.44K	0.20%
Gallagher Fiduciary Advisors, LLC	69.78K	Jun 30, 26	-2.31K	0.20%
Prosperity Financial Group, Inc.	63.17K	Jun 30, 26	-8.09K	0.18%
Western Wealth Management, LLC	58.27K	Jun 30, 26	+25.94K	0.17%
Paragon Private Wealth Management, LLC	53.25K	Jun 30, 26	+7.23K	0.15%
Pinnacle Wealth Management Group, Inc.	52.81K	Jun 30, 26	+52.81K	0.15%
Ergawealth Advisors, Inc.	52.35K	Jun 30, 26	-7.47K	0.15%
Harvest Investment Services, LLC	51.09K	Jun 30, 26	+1.76K	0.15%
Atria Investments, Inc	48.88K	Jun 30, 26	-6.96K	0.14%
Legacy Capital Wealth Partners, LLC	48.28K	Jun 30, 26	+1.48K	0.14%
Steward Partners Investment Advisory, LLC	48.06K	Jun 30, 26	+7.06K	0.14%
NewEdge Advisors, LLC	47.17K	Jun 30, 26	+6.87K	0.13%
FSB PREMIER WEALTH MANAGEMENT, INC.	46.15K	Jun 30, 26	+11.23K	0.13%
Apollon Wealth Management, LLC	45.72K	Jun 30, 26	+6.61K	0.13%
Janney Montgomery Scott LLC	45.23K	Jun 30, 26	+884	0.13%
Ameritas Advisory Services, LLC	40.63K	Jun 30, 26	+28.19K	0.12%
ADAMSBROWN WEALTH CONSULTANTS LLC	40.37K	Jun 30, 26	+9.44K	0.12%
WORLD EQUITY GROUP, INC.	39.76K	Jun 30, 26	-1.13K	0.11%
PRIVATE TRUST CO NA	39.15K	Jun 30, 26	-1.32K	0.11%
OLD MISSION CAPITAL LLC	37.08K	Jun 30, 26	+37.08K	0.11%
Nvest Financial, LLC	36.30K	Jun 30, 26	--	0.10%
Capital Analysts, LLC	35.36K	Jun 30, 26	+1.44K	0.10%
WINEBRENNER CAPITAL MANAGEMENT LLC	34.67K	Jun 30, 26	+25.79K	0.10%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	34.41K	Jun 30, 26	+34.41K	0.10%
TOUNJIAN ADVISORY PARTNERS, LLC	33.61K	Jun 30, 26	+33.61K	0.10%
Legacy Wealth Managment, LLC/ID	33.36K	Jun 30, 26	+1.15K	0.10%
CITADEL ADVISORS LLC	33.34K	Jun 30, 26	+33.34K	0.10%
PKS Advisory Services, LLC	32.03K	Jun 30, 26	+32.03K	0.09%
IFP Advisors, Inc	31.40K	Jun 30, 26	+9.26K	0.09%
Glen Eagle Advisors, LLC	30.69K	Jun 30, 26	-4.99K	0.09%
Pensionmark Financial Group, LLC	30.14K	Jun 30, 26	+30.14K	0.09%
Sigma Planning Corp	29.02K	Jun 30, 26	+20.65K	0.08%
Simplicity Wealth,LLC	28.84K	Jun 30, 26	+502	0.08%
SRS Capital Advisors, Inc.	28.07K	Jun 30, 26	+25.97K	0.08%
Kestra Investment Management, LLC	27.21K	Jun 30, 26	+27.21K	0.08%
HighTower Advisors, LLC	26.92K	Jun 30, 26	--	0.08%
GoalVest Advisory LLC	26.03K	Jun 30, 26	+3.74K	0.07%
Gateway Wealth Partners, LLC	25.89K	Jun 30, 26	-24.60K	0.07%
Prime Capital Investment Advisors, LLC	25.51K	Jun 30, 26	--	0.07%
Mariner, LLC	24.75K	Jun 30, 26	+950	0.07%
FOUNDERS FINANCIAL SECURITIES LLC	22.66K	Jun 30, 26	+492	0.06%
Trilogy Capital Inc.	20.17K	Jun 30, 26	+20.17K	0.06%
CoreCap Advisors, LLC	19.57K	Jun 30, 26	+9.51K	0.06%
INDEPENDENT FINANCIAL GROUP, LLC	18.87K	Jun 30, 26	+3.01K	0.05%
JPMORGAN CHASE & CO	17.64K	Jun 30, 26	-42.69K	0.05%
Arlington Capital Management, Inc.	17.28K	Jun 30, 26	+7.05K	0.05%
Koshinski Asset Management, Inc.	17.04K	Jun 30, 26	-164	0.05%
Sanctuary Advisors, LLC	16.84K	Jun 30, 26	--	0.05%
Stratos Wealth Partners, LTD.	16.81K	Jun 30, 26	-1.05K	0.05%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.70K	Jun 30, 26	--	0.05%
Maridea Wealth Management LLC	15.48K	Jun 30, 26	+2.13K	0.04%
J.W. COLE ADVISORS, INC.	14.70K	Jun 30, 26	+14.70K	0.04%
MCDONALD PARTNERS LLC	14.00K	Jun 30, 26	--	0.04%
Advisory Services Network, LLC	13.95K	Jun 30, 26	+1.03K	0.04%
DAVENPORT & Co LLC	12.97K	Jun 30, 26	-390	0.04%
Arkadios Wealth Advisors	12.90K	Jun 30, 26	+2.98K	0.04%
SILVER OAK SECURITIES, INCORPORATED	12.70K	Jun 30, 26	+3.21K	0.04%
HBK Sorce Advisory LLC	12.60K	Jun 30, 26	--	0.04%
JANE STREET GROUP, LLC	12.49K	Jun 30, 26	-916	0.04%
DHJJ Financial Advisors, Ltd.	12.38K	Jun 30, 26	-1.08K	0.04%
Valtinson Bruner Financial Planning LLC	11.80K	Jun 30, 26	--	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.77K	Jun 30, 26	--	0.03%
Cambridge Advisors Inc.	11.54K	Jun 30, 26	--	0.03%
HBW Advisory Services LLC	11.28K	Jun 30, 26	-1.83K	0.03%
BERKSHIRE ASSET MANAGEMENT LLC/PA	10.75K	Jun 30, 26	+10.75K	0.03%
MBE Wealth Management, LLC	10.59K	Jun 30, 26	+10.59K	0.03%
Bison Wealth, LLC	10.44K	Jun 30, 26	--	0.03%
WCG Wealth Advisors LLC	10.20K	Jun 30, 26	-3.00K	0.03%
Wealth Watch Advisors, INC	10.11K	Jun 30, 26	-2.44K	0.03%
Rockefeller Capital Management L.P.	10.00K	Jun 30, 26	--	0.03%
PRINCIPAL SECURITIES, INC.	9.93K	Jun 30, 26	+9.93K	0.03%
BENJAMIN EDWARDS INC	9.93K	Jun 30, 26	+9.93K	0.03%
IAMS WEALTH MANAGEMENT, LLC	9.50K	Jun 30, 26	+9.50K	0.03%
Commonwealth Financial Services, LLC	9.45K	Jun 30, 26	+9.45K	0.03%
AlphaStar Capital Management, LLC	9.07K	Jun 30, 26	+9.07K	0.03%
Wealthcare Advisory Partners LLC	9.00K	Jun 30, 26	-216	0.03%
Equitable Holdings, Inc.	8.66K	Jun 30, 26	-6.94K	0.02%
Clear Creek Financial Management, LLC	7.70K	Jun 30, 26	--	0.02%
Apollon Financial, LLC	7.56K	Jun 30, 26	+7.56K	0.02%
Strategic Blueprint, LLC	7.21K	Jun 30, 26	+7.21K	0.02%
AE Wealth Management LLC	6.79K	Jun 30, 26	--	0.02%
NBC SECURITIES, INC.	5.34K	Jun 30, 26	--	0.02%
IMG Wealth Management, Inc.	4.50K	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	4.45K	Jun 30, 26	--	0.01%
WELLS FARGO & COMPANY/MN	4.28K	Jun 30, 26	+1.11K	0.01%
AMERIFLEX GROUP, INC.	3.25K	Jun 30, 26	+1.50K	0.01%
IFG Advisory, LLC	3.21K	Jun 30, 26	+837	0.01%
Farther Finance Advisors, LLC	3.20K	Jun 30, 26	--	0.01%
MORGAN STANLEY	3.10K	Jun 30, 26	+2.76K	0.01%
Noble Wealth Management PBC	1.50K	Jun 30, 26	+1.50K	0.00%
Rossby Financial, LCC	1.13K	Jun 30, 26	--	0.00%
VIMA LLC	366	Jun 30, 26	+366	0.00%
ASSETMARK, INC	258	Jun 30, 26	+258	0.00%
UBS Group AG	180	Jun 30, 26	-603	0.00%
Brinker Capital Investments, LLC	--	Jun 30, 26	-13.48K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-52.02K	--
Independent Advisor Alliance	--	Jun 30, 26	-10.54K	--
ARBOR TRUST WEALTH ADVISORS, LLC	--	Jun 30, 26	-9.92K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-348	--
Brookwood Investment Group LLC	--	Jun 30, 26	-15.92K	--
Keystone Wealth Services, LLC	--	Jun 30, 26	-47.03K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-617	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-96	--
CWM, LLC	906.05K	Mar 31, 26	+33.00K	2.58%
Kingsview Wealth Management, LLC	180.34K	Mar 31, 26	+56.84K	0.51%
Sunbelt Securities, Inc.	53.23K	Mar 31, 26	-14.95K	0.15%
Equitable Holdings, Inc.	15.60K	Mar 31, 26	+86	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.77K	Mar 31, 26	-2.75K	0.03%
TUCKER ASSET MANAGEMENT LLC	14.69K	Dec 31, 25	+6.16K	0.04%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-13.37K	--
Bullseye Investment Management, LLC	272.87K	Sep 30, 25	--	0.78%
SYNOVUS FINANCIAL CORP	63.39K	Sep 30, 25	+2.45K	0.18%
Legacy Investment Solutions, LLC	30.31K	Jun 30, 25	+30.31K	0.09%
Orion Portfolio Solutions, LLC	9.90K	Mar 31, 25	+211	0.03%
Raymond James Financial Services Advisors, Inc.	1.07M	Sep 30, 24	+1.07M	3.05%
RAYMOND JAMES & ASSOCIATES	10.33K	Sep 30, 24	+10.33K	0.03%
Cetera Advisor Networks LLC	13.03K	Mar 31, 24	+13.03K	0.04%

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Holder

Date

Change

% Held

LPL Financial LLC

4.63M

Jun 30, 26

+260.49K

13.20%

Forge Financial Services LLC

4.26M

Jun 30, 26

+109.85K

12.14%

RAYMOND JAMES FINANCIAL INC

3.88M

Jun 30, 26

+931.39K

11.06%

ADVISOR GROUP HOLDINGS, INC.

1.55M

Jun 30, 26

-322.12K

4.43%

ENVESTNET ASSET MANAGEMENT INC

1.36M

Jun 30, 26

-1.79K

3.88%

Coppell Advisory Solutions LLC

1.28M

Jun 30, 26

+1.28M

3.64%

Cetera Investment Advisers

1.11M

Jun 30, 26

+102.49K

3.17%

Kestra Advisory Services, LLC

1.09M

Jun 30, 26

-1.01K

3.10%

Jacobi Capital Management LLC

943.84K

Jun 30, 26

+62.20K

2.69%

COMMONWEALTH EQUITY SERVICES, LLC

905.53K

Jun 30, 26

+17.59K

2.58%

TRUIST FINANCIAL CORP

856.89K

Jun 30, 26

+98.95K

2.44%

Rise Advisors, LLC

706.07K

Jun 30, 26

+6.95K

2.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

660.80K

Jun 30, 26

+113.81K

1.88%

Geneos Wealth Management Inc.

485.39K

Jun 30, 26

+18.97K

1.38%

CreativeOne Wealth, LLC

431.46K

Jun 30, 26

+22.51K

1.23%

ARQ WEALTH ADVISORS, LLC

425.05K

Jun 30, 26

+425.05K

1.21%

Cambridge Investment Research Advisors, Inc.

225.91K

Jun 30, 26

+4.86K

0.64%

HARBOUR INVESTMENTS, INC.

212.66K

Jun 30, 26

+11.21K

0.61%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

207.50K

Jun 30, 26

+100.83K

0.59%

Integrated Wealth Concepts LLC

197.29K

Jun 30, 26

+112.21K

0.56%

BOS Asset Management, LLC

189.27K

Jun 30, 26

+189.27K

0.54%

Richmond Investment Services, LLC

170.43K

Jun 30, 26

-134.54K

0.49%

AdvisorNet Financial, Inc

165.12K

Jun 30, 26

+53.09K

0.47%

MML INVESTORS SERVICES, LLC

160.86K

Jun 30, 26

+45.47K

0.46%

Summit Financial, LLC

131.64K

Jun 30, 26

+131.64K

0.38%

Diversify Advisory Services, LLC

126.88K

Jun 30, 26

+126.88K

0.36%

DIVERSIFY WEALTH MANAGEMENT, LLC

126.88K

Jun 30, 26

+42.78K

0.36%

Private Advisor Group, LLC

118.10K

Jun 30, 26

+7.54K

0.34%

Prospera Financial Services Inc

100.51K

Jun 30, 26

+26.73K

0.29%

Global Retirement Partners, LLC

98.87K

Jun 30, 26

+98.87K

0.28%

StoneX Group Inc.

92.58K

Jun 30, 26

+14.47K

0.26%

Brookstone Capital Management

91.64K

Jun 30, 26

+11.03K

0.26%

Comprehensive Financial Consultants Institutional, Inc.

91.36K

Jun 30, 26

+10.66K

0.26%

Visionary Wealth Advisors

90.58K

Jun 30, 26

-4.95K

0.26%

WOLFF WIESE MAGANA LLC

83.95K

Jun 30, 26

0.24%

Atlas Private Wealth Advisors

74.60K

Jun 30, 26

-1.20K

0.21%

Mayfair Advisory Group, LLC

73.64K

Jun 30, 26

-2.69K

0.21%

AQR CAPITAL MANAGEMENT LLC

71.75K

Jun 30, 26

-1.44K

0.20%

Gallagher Fiduciary Advisors, LLC

69.78K

Jun 30, 26

-2.31K

0.20%

Prosperity Financial Group, Inc.

63.17K

Jun 30, 26

-8.09K

0.18%

Western Wealth Management, LLC

58.27K

Jun 30, 26

+25.94K

0.17%

Paragon Private Wealth Management, LLC

53.25K

Jun 30, 26

+7.23K

0.15%

Pinnacle Wealth Management Group, Inc.

52.81K

Jun 30, 26

+52.81K

0.15%

Ergawealth Advisors, Inc.

52.35K

Jun 30, 26

-7.47K

0.15%

Harvest Investment Services, LLC

51.09K

Jun 30, 26

+1.76K

0.15%

Atria Investments, Inc

48.88K

Jun 30, 26

-6.96K

0.14%

Legacy Capital Wealth Partners, LLC

48.28K

Jun 30, 26

+1.48K

0.14%

Steward Partners Investment Advisory, LLC

48.06K

Jun 30, 26

+7.06K

0.14%

NewEdge Advisors, LLC

47.17K

Jun 30, 26

+6.87K

0.13%

FSB PREMIER WEALTH MANAGEMENT, INC.

46.15K

Jun 30, 26

+11.23K

0.13%

Apollon Wealth Management, LLC

45.72K

Jun 30, 26

+6.61K

0.13%

Janney Montgomery Scott LLC

45.23K

Jun 30, 26

+884

0.13%

Ameritas Advisory Services, LLC

40.63K

Jun 30, 26

+28.19K

0.12%

ADAMSBROWN WEALTH CONSULTANTS LLC

40.37K

Jun 30, 26

+9.44K

0.12%

WORLD EQUITY GROUP, INC.

39.76K

Jun 30, 26

-1.13K

0.11%

PRIVATE TRUST CO NA

39.15K

Jun 30, 26

-1.32K

0.11%

OLD MISSION CAPITAL LLC

37.08K

Jun 30, 26

+37.08K

0.11%

Nvest Financial, LLC

36.30K

Jun 30, 26

0.10%

Capital Analysts, LLC

35.36K

Jun 30, 26

+1.44K

0.10%

WINEBRENNER CAPITAL MANAGEMENT LLC

34.67K

Jun 30, 26

+25.79K

0.10%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

34.41K

Jun 30, 26

+34.41K

0.10%

TOUNJIAN ADVISORY PARTNERS, LLC

33.61K

Jun 30, 26

+33.61K

0.10%

Legacy Wealth Managment, LLC/ID

33.36K

Jun 30, 26

+1.15K

0.10%

CITADEL ADVISORS LLC

33.34K

Jun 30, 26

+33.34K

0.10%

PKS Advisory Services, LLC

32.03K

Jun 30, 26

+32.03K

0.09%

IFP Advisors, Inc

31.40K

Jun 30, 26

+9.26K

0.09%

Glen Eagle Advisors, LLC

30.69K

Jun 30, 26

-4.99K

0.09%

Pensionmark Financial Group, LLC

30.14K

Jun 30, 26

+30.14K

0.09%

Sigma Planning Corp

29.02K

Jun 30, 26

+20.65K

0.08%

Simplicity Wealth,LLC

28.84K

Jun 30, 26

+502

0.08%

SRS Capital Advisors, Inc.

28.07K

Jun 30, 26

+25.97K

0.08%

Kestra Investment Management, LLC

27.21K

Jun 30, 26

+27.21K

0.08%

HighTower Advisors, LLC

26.92K

Jun 30, 26

0.08%

GoalVest Advisory LLC

26.03K

Jun 30, 26

+3.74K

0.07%

Gateway Wealth Partners, LLC

25.89K

Jun 30, 26

-24.60K

0.07%

Prime Capital Investment Advisors, LLC

25.51K

Jun 30, 26

0.07%

Mariner, LLC

24.75K

Jun 30, 26

+950

0.07%

FOUNDERS FINANCIAL SECURITIES LLC

22.66K

Jun 30, 26

+492

0.06%

Trilogy Capital Inc.

20.17K

Jun 30, 26

+20.17K

0.06%

CoreCap Advisors, LLC

19.57K

Jun 30, 26

+9.51K

0.06%

INDEPENDENT FINANCIAL GROUP, LLC

18.87K

Jun 30, 26

+3.01K

0.05%

JPMORGAN CHASE & CO

17.64K

Jun 30, 26

-42.69K

0.05%

Arlington Capital Management, Inc.

17.28K

Jun 30, 26

+7.05K

0.05%

Koshinski Asset Management, Inc.

17.04K

Jun 30, 26

-164

0.05%

Sanctuary Advisors, LLC

16.84K

Jun 30, 26

0.05%

Stratos Wealth Partners, LTD.

16.81K

Jun 30, 26

-1.05K

0.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.70K

Jun 30, 26

0.05%

Maridea Wealth Management LLC

15.48K

Jun 30, 26

+2.13K

0.04%

J.W. COLE ADVISORS, INC.

14.70K

Jun 30, 26

+14.70K

0.04%

MCDONALD PARTNERS LLC

14.00K

Jun 30, 26

0.04%

Advisory Services Network, LLC

13.95K

Jun 30, 26

+1.03K

0.04%

DAVENPORT & Co LLC

12.97K

Jun 30, 26

-390

0.04%

Arkadios Wealth Advisors

12.90K

Jun 30, 26

+2.98K

0.04%

SILVER OAK SECURITIES, INCORPORATED

12.70K

Jun 30, 26

+3.21K

0.04%

HBK Sorce Advisory LLC

12.60K

Jun 30, 26

0.04%

JANE STREET GROUP, LLC

12.49K

Jun 30, 26

-916

0.04%

DHJJ Financial Advisors, Ltd.

12.38K

Jun 30, 26

-1.08K

0.04%

Valtinson Bruner Financial Planning LLC

11.80K

Jun 30, 26

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.77K

Jun 30, 26

0.03%

Cambridge Advisors Inc.

11.54K

Jun 30, 26

0.03%

HBW Advisory Services LLC

11.28K

Jun 30, 26

-1.83K

0.03%

BERKSHIRE ASSET MANAGEMENT LLC/PA

10.75K

Jun 30, 26

+10.75K

0.03%

MBE Wealth Management, LLC

10.59K

Jun 30, 26

+10.59K

0.03%

Bison Wealth, LLC

10.44K

Jun 30, 26

0.03%

WCG Wealth Advisors LLC

10.20K

Jun 30, 26

-3.00K

0.03%

Wealth Watch Advisors, INC

10.11K

Jun 30, 26

-2.44K

0.03%

Rockefeller Capital Management L.P.

10.00K

Jun 30, 26

0.03%

PRINCIPAL SECURITIES, INC.

9.93K

Jun 30, 26

+9.93K

0.03%

BENJAMIN EDWARDS INC

9.93K

Jun 30, 26

+9.93K

0.03%

IAMS WEALTH MANAGEMENT, LLC

9.50K

Jun 30, 26

+9.50K

0.03%

Commonwealth Financial Services, LLC

9.45K

Jun 30, 26

+9.45K

0.03%

AlphaStar Capital Management, LLC

9.07K

Jun 30, 26

+9.07K

0.03%

Wealthcare Advisory Partners LLC

9.00K

Jun 30, 26

-216

0.03%

Equitable Holdings, Inc.

8.66K

Jun 30, 26

-6.94K

0.02%

Clear Creek Financial Management, LLC

7.70K

Jun 30, 26

0.02%

Apollon Financial, LLC

7.56K

Jun 30, 26

+7.56K

0.02%

Strategic Blueprint, LLC

7.21K

Jun 30, 26

+7.21K

0.02%

AE Wealth Management LLC

6.79K

Jun 30, 26

0.02%

NBC SECURITIES, INC.

5.34K

Jun 30, 26

0.02%

IMG Wealth Management, Inc.

4.50K

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

4.45K

Jun 30, 26

0.01%

WELLS FARGO & COMPANY/MN

4.28K

Jun 30, 26

+1.11K

0.01%

AMERIFLEX GROUP, INC.

3.25K

Jun 30, 26

+1.50K

0.01%

IFG Advisory, LLC

3.21K

Jun 30, 26

+837

0.01%

Farther Finance Advisors, LLC

3.20K

Jun 30, 26

0.01%

MORGAN STANLEY

3.10K

Jun 30, 26

+2.76K

0.01%

Noble Wealth Management PBC

1.50K

Jun 30, 26

+1.50K

0.00%

Rossby Financial, LCC

1.13K

Jun 30, 26

0.00%

VIMA LLC

366

Jun 30, 26

+366

0.00%

ASSETMARK, INC

258

Jun 30, 26

+258

0.00%

UBS Group AG

180

Jun 30, 26

-603

0.00%

Brinker Capital Investments, LLC

Jun 30, 26

-13.48K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-52.02K

Independent Advisor Alliance

Jun 30, 26

-10.54K

ARBOR TRUST WEALTH ADVISORS, LLC

Jun 30, 26

-9.92K

Sound Income Strategies, LLC

Jun 30, 26

-348

Brookwood Investment Group LLC

Jun 30, 26

-15.92K

Keystone Wealth Services, LLC

Jun 30, 26

-47.03K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-617

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-96

CWM, LLC

906.05K

Mar 31, 26

+33.00K

2.58%

Kingsview Wealth Management, LLC

180.34K

Mar 31, 26

+56.84K

0.51%

Sunbelt Securities, Inc.

53.23K

Mar 31, 26

-14.95K

0.15%

Equitable Holdings, Inc.

15.60K

Mar 31, 26

+86

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.77K

Mar 31, 26

-2.75K

0.03%

TUCKER ASSET MANAGEMENT LLC

14.69K

Dec 31, 25

+6.16K

0.04%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-13.37K

Bullseye Investment Management, LLC

272.87K

Sep 30, 25

0.78%

SYNOVUS FINANCIAL CORP

63.39K

Sep 30, 25

+2.45K

0.18%

Legacy Investment Solutions, LLC

30.31K

Jun 30, 25

+30.31K

0.09%

Orion Portfolio Solutions, LLC

9.90K

Mar 31, 25

+211

0.03%

Raymond James Financial Services Advisors, Inc.

1.07M

Sep 30, 24

+1.07M

3.05%

RAYMOND JAMES & ASSOCIATES

10.33K

Sep 30, 24

+10.33K

0.03%

Cetera Advisor Networks LLC

13.03K

Mar 31, 24

+13.03K

0.04%