FT Vest Laddered Moderate Buffer ETF(BUFZ)

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FT Vest Laddered Moderate Buffer ETF(BUFZ)

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$27.72—

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BUFZ(BUFZ)

BUFZ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 134 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.37M	Mar 31, 26	+376.26K	12.58%
Forge Financial Services LLC	4.15M	Mar 31, 26	+1.17M	11.94%
RAYMOND JAMES FINANCIAL INC	2.95M	Mar 31, 26	-40.27K	8.48%
ADVISOR GROUP HOLDINGS, INC.	1.88M	Mar 31, 26	+125.42K	5.40%
ENVESTNET ASSET MANAGEMENT INC	1.36M	Mar 31, 26	+128.52K	3.93%
Kestra Advisory Services, LLC	1.09M	Mar 31, 26	+27.70K	3.13%
Cetera Investment Advisers	1.01M	Mar 31, 26	+181.23K	2.90%
CWM, LLC	906.05K	Mar 31, 26	+33.00K	2.61%
COMMONWEALTH EQUITY SERVICES, LLC	887.94K	Mar 31, 26	+238.67K	2.56%
Jacobi Capital Management LLC	881.64K	Mar 31, 26	+104.93K	2.54%
TRUIST FINANCIAL CORP	757.93K	Mar 31, 26	+45.51K	2.18%
Rise Advisors, LLC	699.12K	Mar 31, 26	+42.73K	2.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	546.99K	Mar 31, 26	-9.34K	1.57%
Geneos Wealth Management Inc.	466.42K	Mar 31, 26	-61.72K	1.34%
CreativeOne Wealth, LLC	408.95K	Mar 31, 26	+77.94K	1.18%
Richmond Investment Services, LLC	304.97K	Mar 31, 26	+25.38K	0.88%
Cambridge Investment Research Advisors, Inc.	221.05K	Mar 31, 26	+13.45K	0.64%
HARBOUR INVESTMENTS, INC.	201.44K	Mar 31, 26	+73.20K	0.58%
Kingsview Wealth Management, LLC	180.34K	Mar 31, 26	+56.84K	0.52%
MML INVESTORS SERVICES, LLC	115.39K	Mar 31, 26	-42.44K	0.33%
AdvisorNet Financial, Inc	112.03K	Mar 31, 26	+34.60K	0.32%
Private Advisor Group, LLC	110.56K	Mar 31, 26	+8.74K	0.32%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	106.67K	Mar 31, 26	-75.94K	0.31%
Visionary Wealth Advisors	95.53K	Mar 31, 26	-3.81K	0.28%
Integrated Wealth Concepts LLC	85.08K	Mar 31, 26	+7.47K	0.24%
DIVERSIFY WEALTH MANAGEMENT, LLC	84.09K	Mar 31, 26	+84.09K	0.24%
WOLFF WIESE MAGANA LLC	83.95K	Mar 31, 26	+35.98K	0.24%
Comprehensive Financial Consultants Institutional, Inc.	80.69K	Mar 31, 26	+10.97K	0.23%
Brookstone Capital Management	80.61K	Mar 31, 26	+1.95K	0.23%
StoneX Group Inc.	78.12K	Mar 31, 26	-15.31K	0.22%
Mayfair Advisory Group, LLC	76.34K	Mar 31, 26	-9.27K	0.22%
Atlas Private Wealth Advisors	75.80K	Mar 31, 26	-8.13K	0.22%
Prospera Financial Services Inc	73.78K	Mar 31, 26	+16.57K	0.21%
AQR CAPITAL MANAGEMENT LLC	73.19K	Mar 31, 26	-1.75K	0.21%
Gallagher Fiduciary Advisors, LLC	72.09K	Mar 31, 26	-121	0.21%
Prosperity Financial Group, Inc.	71.26K	Mar 31, 26	+5.32K	0.21%
JPMORGAN CHASE & CO	60.33K	Mar 31, 26	+60.30K	0.17%
Ergawealth Advisors, Inc.	59.82K	Mar 31, 26	-4.83K	0.17%
Atria Investments, Inc	55.83K	Mar 31, 26	-7.37K	0.16%
Sunbelt Securities, Inc.	53.23K	Mar 31, 26	-14.95K	0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	52.02K	Mar 31, 26	+33.18K	0.15%
Gateway Wealth Partners, LLC	50.50K	Mar 31, 26	+31.18K	0.15%
Harvest Investment Services, LLC	49.33K	Mar 31, 26	+2.09K	0.14%
Keystone Wealth Services, LLC	47.03K	Mar 31, 26	+47.03K	0.14%
Legacy Capital Wealth Partners, LLC	46.81K	Mar 31, 26	+11.94K	0.13%
Paragon Private Wealth Management, LLC	46.02K	Mar 31, 26	+9.30K	0.13%
Janney Montgomery Scott LLC	44.34K	Mar 31, 26	+7.60K	0.13%
Steward Partners Investment Advisory, LLC	40.99K	Mar 31, 26	+7.92K	0.12%
WORLD EQUITY GROUP, INC.	40.88K	Mar 31, 26	-238	0.12%
PRIVATE TRUST CO NA	40.47K	Mar 31, 26	+2.96K	0.12%
NewEdge Advisors, LLC	40.30K	Mar 31, 26	--	0.12%
Apollon Wealth Management, LLC	39.11K	Mar 31, 26	+17.25K	0.11%
Nvest Financial, LLC	36.30K	Mar 31, 26	--	0.10%
Glen Eagle Advisors, LLC	35.68K	Mar 31, 26	-114.66K	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	34.91K	Mar 31, 26	+150	0.10%
Capital Analysts, LLC	33.92K	Mar 31, 26	--	0.10%
Western Wealth Management, LLC	32.34K	Mar 31, 26	+13.28K	0.09%
Legacy Wealth Managment, LLC/ID	32.21K	Mar 31, 26	+1.69K	0.09%
ADAMSBROWN WEALTH CONSULTANTS LLC	30.93K	Mar 31, 26	+5.43K	0.09%
Simplicity Wealth,LLC	28.34K	Mar 31, 26	+4.62K	0.08%
HighTower Advisors, LLC	26.92K	Mar 31, 26	--	0.08%
Prime Capital Investment Advisors, LLC	25.51K	Mar 31, 26	-2.81K	0.07%
Mariner, LLC	23.80K	Mar 31, 26	+14.60K	0.07%
GoalVest Advisory LLC	22.28K	Mar 31, 26	--	0.06%
FOUNDERS FINANCIAL SECURITIES LLC	22.16K	Mar 31, 26	+601	0.06%
IFP Advisors, Inc	22.14K	Mar 31, 26	+6.79K	0.06%
Stratos Wealth Partners, LTD.	17.86K	Mar 31, 26	+1.98K	0.05%
Koshinski Asset Management, Inc.	17.21K	Mar 31, 26	+1.97K	0.05%
Sanctuary Advisors, LLC	16.84K	Mar 31, 26	--	0.05%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	16.70K	Mar 31, 26	+16.70K	0.05%
Brookwood Investment Group LLC	15.92K	Mar 31, 26	-557	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	15.87K	Mar 31, 26	-250	0.05%
Equitable Holdings, Inc.	15.60K	Mar 31, 26	+86	0.04%
MCDONALD PARTNERS LLC	14.00K	Mar 31, 26	+2.50K	0.04%
Brinker Capital Investments, LLC	13.48K	Mar 31, 26	-10.48K	0.04%
DHJJ Financial Advisors, Ltd.	13.46K	Mar 31, 26	-1.37K	0.04%
JANE STREET GROUP, LLC	13.40K	Mar 31, 26	+2.95K	0.04%
DAVENPORT & Co LLC	13.37K	Mar 31, 26	--	0.04%
Maridea Wealth Management LLC	13.35K	Mar 31, 26	--	0.04%
WCG Wealth Advisors LLC	13.20K	Mar 31, 26	--	0.04%
HBW Advisory Services LLC	13.11K	Mar 31, 26	-180	0.04%
Advisory Services Network, LLC	12.92K	Mar 31, 26	-510	0.04%
HBK Sorce Advisory LLC	12.60K	Mar 31, 26	--	0.04%
Wealth Watch Advisors, INC	12.54K	Mar 31, 26	+7.19K	0.04%
Ameritas Advisory Services, LLC	12.44K	Mar 31, 26	+583	0.04%
Valtinson Bruner Financial Planning LLC	11.80K	Mar 31, 26	--	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.77K	Mar 31, 26	-2.75K	0.03%
Cambridge Advisors Inc.	11.54K	Mar 31, 26	--	0.03%
Independent Advisor Alliance	10.54K	Mar 31, 26	+10.54K	0.03%
Bison Wealth, LLC	10.44K	Mar 31, 26	-36	0.03%
Arlington Capital Management, Inc.	10.23K	Mar 31, 26	+568	0.03%
CoreCap Advisors, LLC	10.06K	Mar 31, 26	-18	0.03%
Rockefeller Capital Management L.P.	10.00K	Mar 31, 26	--	0.03%
Arkadios Wealth Advisors	9.93K	Mar 31, 26	--	0.03%
ARBOR TRUST WEALTH ADVISORS, LLC	9.92K	Mar 31, 26	+9.92K	0.03%
SILVER OAK SECURITIES, INCORPORATED	9.48K	Mar 31, 26	+9.48K	0.03%
Wealthcare Advisory Partners LLC	9.21K	Mar 31, 26	-657	0.03%
WINEBRENNER CAPITAL MANAGEMENT LLC	8.88K	Mar 31, 26	+8.88K	0.03%
Sigma Planning Corp	8.37K	Mar 31, 26	-10.44K	0.02%
Clear Creek Financial Management, LLC	7.70K	Mar 31, 26	--	0.02%
AE Wealth Management LLC	6.79K	Mar 31, 26	+3.55K	0.02%
NBC SECURITIES, INC.	5.34K	Mar 31, 26	-2.15K	0.02%
IMG Wealth Management, Inc.	4.50K	Mar 31, 26	--	0.01%
ROYAL BANK OF CANADA	4.45K	Mar 31, 26	+977	0.01%
Farther Finance Advisors, LLC	3.20K	Mar 31, 26	+3.20K	0.01%
WELLS FARGO & COMPANY/MN	3.17K	Mar 31, 26	--	0.01%
IFG Advisory, LLC	2.37K	Mar 31, 26	+2.37K	0.01%
SRS Capital Advisors, Inc.	2.10K	Mar 31, 26	--	0.01%
AMERIFLEX GROUP, INC.	1.75K	Mar 31, 26	--	0.01%
Rossby Financial, LCC	1.13K	Mar 31, 26	+1.13K	0.00%
UBS Group AG	783	Mar 31, 26	+783	0.00%
Merkkuri Wealth Advisors LLC	617	Mar 31, 26	+617	0.00%
Sound Income Strategies, LLC	348	Mar 31, 26	--	0.00%
MORGAN STANLEY	344	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	96	Mar 31, 26	--	0.00%
Coppell Advisory Solutions LLC	--	Mar 31, 26	-1.20M	--
Independent Wealth Network Inc.	--	Mar 31, 26	-8.41K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-49.55K	--
Apollon Financial, LLC	--	Mar 31, 26	-7.56K	--
SLT Holdings LLC	--	Mar 31, 26	-18.57K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-17.86K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-11.70K	--
Foundations Investment Advisors, LLC	--	Mar 31, 26	-18.57K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-372	--
Global Retirement Partners, LLC	51.57K	Dec 31, 25	+3.02K	0.15%
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	--	0.79%
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	3.08%
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

4.37M

Mar 31, 26

+376.26K

12.58%

Forge Financial Services LLC

4.15M

Mar 31, 26

+1.17M

11.94%

RAYMOND JAMES FINANCIAL INC

2.95M

Mar 31, 26

-40.27K

8.48%

ADVISOR GROUP HOLDINGS, INC.

1.88M

Mar 31, 26

+125.42K

5.40%

ENVESTNET ASSET MANAGEMENT INC

1.36M

Mar 31, 26

+128.52K

3.93%

Kestra Advisory Services, LLC

1.09M

Mar 31, 26

+27.70K

3.13%

Cetera Investment Advisers

1.01M

Mar 31, 26

+181.23K

2.90%

CWM, LLC

906.05K

Mar 31, 26

+33.00K

2.61%

COMMONWEALTH EQUITY SERVICES, LLC

887.94K

Mar 31, 26

+238.67K

2.56%

Jacobi Capital Management LLC

881.64K

Mar 31, 26

+104.93K

2.54%

TRUIST FINANCIAL CORP

757.93K

Mar 31, 26

+45.51K

2.18%

Rise Advisors, LLC

699.12K

Mar 31, 26

+42.73K

2.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

546.99K

Mar 31, 26

-9.34K

1.57%

Geneos Wealth Management Inc.

466.42K

Mar 31, 26

-61.72K

1.34%

CreativeOne Wealth, LLC

408.95K

Mar 31, 26

+77.94K

1.18%

Richmond Investment Services, LLC

304.97K

Mar 31, 26

+25.38K

0.88%

Cambridge Investment Research Advisors, Inc.

221.05K

Mar 31, 26

+13.45K

0.64%

HARBOUR INVESTMENTS, INC.

201.44K

Mar 31, 26

+73.20K

0.58%

Kingsview Wealth Management, LLC

180.34K

Mar 31, 26

+56.84K

0.52%

MML INVESTORS SERVICES, LLC

115.39K

Mar 31, 26

-42.44K

0.33%

AdvisorNet Financial, Inc

112.03K

Mar 31, 26

+34.60K

0.32%

Private Advisor Group, LLC

110.56K

Mar 31, 26

+8.74K

0.32%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

106.67K

Mar 31, 26

-75.94K

0.31%

Visionary Wealth Advisors

95.53K

Mar 31, 26

-3.81K

0.28%

Integrated Wealth Concepts LLC

85.08K

Mar 31, 26

+7.47K

0.24%

DIVERSIFY WEALTH MANAGEMENT, LLC

84.09K

Mar 31, 26

+84.09K

0.24%

WOLFF WIESE MAGANA LLC

83.95K

Mar 31, 26

+35.98K

0.24%

Comprehensive Financial Consultants Institutional, Inc.

80.69K

Mar 31, 26

+10.97K

0.23%

Brookstone Capital Management

80.61K

Mar 31, 26

+1.95K

0.23%

StoneX Group Inc.

78.12K

Mar 31, 26

-15.31K

0.22%

Mayfair Advisory Group, LLC

76.34K

Mar 31, 26

-9.27K

0.22%

Atlas Private Wealth Advisors

75.80K

Mar 31, 26

-8.13K

0.22%

Prospera Financial Services Inc

73.78K

Mar 31, 26

+16.57K

0.21%

AQR CAPITAL MANAGEMENT LLC

73.19K

Mar 31, 26

-1.75K

0.21%

Gallagher Fiduciary Advisors, LLC

72.09K

Mar 31, 26

-121

0.21%

Prosperity Financial Group, Inc.

71.26K

Mar 31, 26

+5.32K

0.21%

JPMORGAN CHASE & CO

60.33K

Mar 31, 26

+60.30K

0.17%

Ergawealth Advisors, Inc.

59.82K

Mar 31, 26

-4.83K

0.17%

Atria Investments, Inc

55.83K

Mar 31, 26

-7.37K

0.16%

Sunbelt Securities, Inc.

53.23K

Mar 31, 26

-14.95K

0.15%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

52.02K

Mar 31, 26

+33.18K

0.15%

Gateway Wealth Partners, LLC

50.50K

Mar 31, 26

+31.18K

0.15%

Harvest Investment Services, LLC

49.33K

Mar 31, 26

+2.09K

0.14%

Keystone Wealth Services, LLC

47.03K

Mar 31, 26

+47.03K

0.14%

Legacy Capital Wealth Partners, LLC

46.81K

Mar 31, 26

+11.94K

0.13%

Paragon Private Wealth Management, LLC

46.02K

Mar 31, 26

+9.30K

0.13%

Janney Montgomery Scott LLC

44.34K

Mar 31, 26

+7.60K

0.13%

Steward Partners Investment Advisory, LLC

40.99K

Mar 31, 26

+7.92K

0.12%

WORLD EQUITY GROUP, INC.

40.88K

Mar 31, 26

-238

0.12%

PRIVATE TRUST CO NA

40.47K

Mar 31, 26

+2.96K

0.12%

NewEdge Advisors, LLC

40.30K

Mar 31, 26

0.12%

Apollon Wealth Management, LLC

39.11K

Mar 31, 26

+17.25K

0.11%

Nvest Financial, LLC

36.30K

Mar 31, 26

0.10%

Glen Eagle Advisors, LLC

35.68K

Mar 31, 26

-114.66K

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

34.91K

Mar 31, 26

+150

0.10%

Capital Analysts, LLC

33.92K

Mar 31, 26

0.10%

Western Wealth Management, LLC

32.34K

Mar 31, 26

+13.28K

0.09%

Legacy Wealth Managment, LLC/ID

32.21K

Mar 31, 26

+1.69K

0.09%

ADAMSBROWN WEALTH CONSULTANTS LLC

30.93K

Mar 31, 26

+5.43K

0.09%

Simplicity Wealth,LLC

28.34K

Mar 31, 26

+4.62K

0.08%

HighTower Advisors, LLC

26.92K

Mar 31, 26

0.08%

Prime Capital Investment Advisors, LLC

25.51K

Mar 31, 26

-2.81K

0.07%

Mariner, LLC

23.80K

Mar 31, 26

+14.60K

0.07%

GoalVest Advisory LLC

22.28K

Mar 31, 26

0.06%

FOUNDERS FINANCIAL SECURITIES LLC

22.16K

Mar 31, 26

+601

0.06%

IFP Advisors, Inc

22.14K

Mar 31, 26

+6.79K

0.06%

Stratos Wealth Partners, LTD.

17.86K

Mar 31, 26

+1.98K

0.05%

Koshinski Asset Management, Inc.

17.21K

Mar 31, 26

+1.97K

0.05%

Sanctuary Advisors, LLC

16.84K

Mar 31, 26

0.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

16.70K

Mar 31, 26

+16.70K

0.05%

Brookwood Investment Group LLC

15.92K

Mar 31, 26

-557

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

15.87K

Mar 31, 26

-250

0.05%

Equitable Holdings, Inc.

15.60K

Mar 31, 26

+86

0.04%

MCDONALD PARTNERS LLC

14.00K

Mar 31, 26

+2.50K

0.04%

Brinker Capital Investments, LLC

13.48K

Mar 31, 26

-10.48K

0.04%

DHJJ Financial Advisors, Ltd.

13.46K

Mar 31, 26

-1.37K

0.04%

JANE STREET GROUP, LLC

13.40K

Mar 31, 26

+2.95K

0.04%

DAVENPORT & Co LLC

13.37K

Mar 31, 26

0.04%

Maridea Wealth Management LLC

13.35K

Mar 31, 26

0.04%

WCG Wealth Advisors LLC

13.20K

Mar 31, 26

0.04%

HBW Advisory Services LLC

13.11K

Mar 31, 26

-180

0.04%

Advisory Services Network, LLC

12.92K

Mar 31, 26

-510

0.04%

HBK Sorce Advisory LLC

12.60K

Mar 31, 26

0.04%

Wealth Watch Advisors, INC

12.54K

Mar 31, 26

+7.19K

0.04%

Ameritas Advisory Services, LLC

12.44K

Mar 31, 26

+583

0.04%

Valtinson Bruner Financial Planning LLC

11.80K

Mar 31, 26

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.77K

Mar 31, 26

-2.75K

0.03%

Cambridge Advisors Inc.

11.54K

Mar 31, 26

0.03%

Independent Advisor Alliance

10.54K

Mar 31, 26

+10.54K

0.03%

Bison Wealth, LLC

10.44K

Mar 31, 26

-36

0.03%

Arlington Capital Management, Inc.

10.23K

Mar 31, 26

+568

0.03%

CoreCap Advisors, LLC

10.06K

Mar 31, 26

-18

0.03%

Rockefeller Capital Management L.P.

10.00K

Mar 31, 26

0.03%

Arkadios Wealth Advisors

9.93K

Mar 31, 26

0.03%

ARBOR TRUST WEALTH ADVISORS, LLC

9.92K

Mar 31, 26

+9.92K

0.03%

SILVER OAK SECURITIES, INCORPORATED

9.48K

Mar 31, 26

+9.48K

0.03%

Wealthcare Advisory Partners LLC

9.21K

Mar 31, 26

-657

0.03%

WINEBRENNER CAPITAL MANAGEMENT LLC

8.88K

Mar 31, 26

+8.88K

0.03%

Sigma Planning Corp

8.37K

Mar 31, 26

-10.44K

0.02%

Clear Creek Financial Management, LLC

7.70K

Mar 31, 26

0.02%

AE Wealth Management LLC

6.79K

Mar 31, 26

+3.55K

0.02%

NBC SECURITIES, INC.

5.34K

Mar 31, 26

-2.15K

0.02%

IMG Wealth Management, Inc.

4.50K

Mar 31, 26

0.01%

ROYAL BANK OF CANADA

4.45K

Mar 31, 26

+977

0.01%

Farther Finance Advisors, LLC

3.20K

Mar 31, 26

+3.20K

0.01%

WELLS FARGO & COMPANY/MN

3.17K

Mar 31, 26

0.01%

IFG Advisory, LLC

2.37K

Mar 31, 26

+2.37K

0.01%

SRS Capital Advisors, Inc.

2.10K

Mar 31, 26

0.01%

AMERIFLEX GROUP, INC.

1.75K

Mar 31, 26

0.01%

Rossby Financial, LCC

1.13K

Mar 31, 26

+1.13K

0.00%

UBS Group AG

783

Mar 31, 26

+783

0.00%

Merkkuri Wealth Advisors LLC

617

Mar 31, 26

+617

0.00%

Sound Income Strategies, LLC

348

Mar 31, 26

0.00%

MORGAN STANLEY

344

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Coppell Advisory Solutions LLC

Mar 31, 26

-1.20M

Independent Wealth Network Inc.

Mar 31, 26

-8.41K

Diversify Advisory Services, LLC

Mar 31, 26

-49.55K

Apollon Financial, LLC

Mar 31, 26

-7.56K

SLT Holdings LLC

Mar 31, 26

-18.57K

Kestra Investment Management, LLC

Mar 31, 26

-17.86K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-11.70K

Foundations Investment Advisors, LLC

Mar 31, 26

-18.57K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-372

Global Retirement Partners, LLC

51.57K

Dec 31, 25

+3.02K

0.15%

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

0.79%

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

3.08%

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%