FT Vest U.S. Equity Deep Buffer ETF - August(DAUG)

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FT Vest U.S. Equity Deep Buffer ETF - August(DAUG)

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$47.55—

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DAUG(DAUG)

DAUG

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

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	358.72K	Jun 30, 26	-11.16K	4.64%
MinichMacGregor Wealth Management, LLC	212.75K	Jun 30, 26	+799	2.75%
ENVESTNET ASSET MANAGEMENT INC	207.13K	Jun 30, 26	+75.86K	2.68%
LPL Financial LLC	190.08K	Jun 30, 26	+35.95K	2.46%
Hartford Financial Management Inc.	162.25K	Jun 30, 26	+788	2.10%
Cetera Investment Advisers	145.04K	Jun 30, 26	+6.34K	1.88%
ADVISOR GROUP HOLDINGS, INC.	113.97K	Jun 30, 26	+2.62K	1.47%
REAP Financial Group, LLC	99.21K	Jun 30, 26	-7.71K	1.28%
SNS Financial Group, LLC	94.50K	Jun 30, 26	+94.50K	1.22%
FOUNDERS FINANCIAL SECURITIES LLC	83.23K	Jun 30, 26	+9.29K	1.08%
Horizon Investments, LLC	83.23K	Jun 30, 26	-62.03K	1.08%
Kestra Advisory Services, LLC	81.16K	Jun 30, 26	-29.20K	1.05%
Sage Capital Advisors,llc	61.76K	Jun 30, 26	-35	0.80%
Mariner, LLC	59.94K	Jun 30, 26	-2.65K	0.78%
Prosperity Consulting Group, LLC	59.45K	Jun 30, 26	-3.32K	0.77%
Cambridge Investment Research Advisors, Inc.	58.72K	Jun 30, 26	-2.60K	0.76%
Mission Financial Group, LLC	49.02K	Jun 30, 26	+49.02K	0.63%
Ritter Daniher Financial Advisory LLC / DE	47.25K	Jun 30, 26	-6.13K	0.61%
HARBOUR INVESTMENTS, INC.	43.19K	Jun 30, 26	+263	0.56%
Janney Montgomery Scott LLC	41.62K	Jun 30, 26	-1.07K	0.54%
MML INVESTORS SERVICES, LLC	39.36K	Jun 30, 26	+6.80K	0.51%
LifeWealth Investments, LLC	37.09K	Jun 30, 26	-493	0.48%
Wood Tarver Financial Group, LLC	36.67K	Jun 30, 26	-2.00K	0.47%
Ameritas Advisory Services, LLC	33.70K	Jun 30, 26	+17.75K	0.44%
RAYMOND JAMES FINANCIAL INC	31.90K	Jun 30, 26	+208	0.41%
Mutual Advisors, LLC	29.05K	Jun 30, 26	-408	0.38%
Ignite Planners, LLC	28.74K	Jun 30, 26	-1.49K	0.37%
Foguth Wealth Management, LLC.	28.58K	Jun 30, 26	-378	0.37%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.13K	Jun 30, 26	-8.46K	0.36%
Kovack Advisors, Inc.	27.70K	Jun 30, 26	-745	0.36%
Nova Wealth Management, Inc.	26.60K	Jun 30, 26	-4.54K	0.34%
Grantvest Financial Group LLC	24.43K	Jun 30, 26	-839	0.32%
Sowell Financial Services LLC	23.68K	Jun 30, 26	+234	0.31%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	23.54K	Jun 30, 26	--	0.30%
TRUIST FINANCIAL CORP	21.62K	Jun 30, 26	+80	0.28%
Integrity Financial Corp /WA	20.57K	Jun 30, 26	-1.38K	0.27%
CFC Planning Co LLC	20.34K	Jun 30, 26	+1.24K	0.26%
JPMORGAN CHASE & CO	19.98K	Jun 30, 26	+18.44K	0.26%
Atria Investments, Inc	18.16K	Jun 30, 26	-521	0.23%
Camelot Portfolios, LLC	17.93K	Jun 30, 26	-727	0.23%
SAGESPRING WEALTH PARTNERS, LLC	17.02K	Jun 30, 26	-1.17K	0.22%
HighTower Advisors, LLC	16.00K	Jun 30, 26	-233	0.21%
TopTier Wealth Management, LLC	15.65K	Jun 30, 26	--	0.20%
Integrated Wealth Concepts LLC	15.20K	Jun 30, 26	--	0.20%
Strategic Blueprint, LLC	14.93K	Jun 30, 26	+700	0.19%
Waverly Advisors, LLC	14.14K	Jun 30, 26	-1.26K	0.18%
RFG Advisory, LLC	13.06K	Jun 30, 26	+1.02K	0.17%
1ST SOURCE BANK	13.00K	Jun 30, 26	-5.33K	0.17%
AlphaStar Capital Management, LLC	11.30K	Jun 30, 26	--	0.15%
Farther Finance Advisors, LLC	11.12K	Jun 30, 26	+3.18K	0.14%
Tanglewood Legacy Advisors, LLC	10.95K	Jun 30, 26	--	0.14%
IFP Advisors, Inc	10.88K	Jun 30, 26	--	0.14%
Sigma Planning Corp	10.38K	Jun 30, 26	-3.95K	0.13%
Commonwealth Financial Services, LLC	10.34K	Jun 30, 26	-609	0.13%
Spire Wealth Management	10.21K	Jun 30, 26	--	0.13%
Resources Investment Advisors, LLC.	9.75K	Jun 30, 26	--	0.13%
Buck Wealth Strategies, LLC	9.53K	Jun 30, 26	--	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	9.44K	Jun 30, 26	-585	0.12%
WEALTHGARDEN F.S. LLC	9.38K	Jun 30, 26	--	0.12%
Lakeridge Wealth Management LLC	9.04K	Jun 30, 26	--	0.12%
Mayfair Advisory Group, LLC	8.73K	Jun 30, 26	--	0.11%
CARY STREET PARTNERS FINANCIAL LLC	8.55K	Jun 30, 26	+8.55K	0.11%
Santori & Peters, Inc.	8.51K	Jun 30, 26	--	0.11%
AQR CAPITAL MANAGEMENT LLC	8.47K	Jun 30, 26	-116	0.11%
Sound Income Strategies, LLC	8.30K	Jun 30, 26	--	0.11%
MGO ONE SEVEN LLC	7.98K	Jun 30, 26	--	0.10%
IMG Wealth Management, Inc.	7.85K	Jun 30, 26	--	0.10%
SILVER OAK SECURITIES, INCORPORATED	7.83K	Jun 30, 26	+822	0.10%
Sun Financial Inc	7.38K	Jun 30, 26	-51	0.10%
EP Wealth Advisors, LLC	7.08K	Jun 30, 26	+2.38K	0.09%
EVOLUTION WEALTH MANAGEMENT INC.	6.54K	Jun 30, 26	--	0.08%
ARBOR CAPITAL MANAGEMENT INC /ADV	6.35K	Jun 30, 26	-3.50K	0.08%
NewEdge Advisors, LLC	6.19K	Jun 30, 26	+81	0.08%
Octavia Wealth Advisors, LLC	6.08K	Jun 30, 26	--	0.08%
McKinley Carter Wealth Services, Inc.	6.08K	Jun 30, 26	--	0.08%
Old Port Advisors	6.03K	Jun 30, 26	--	0.08%
Trek Financial, LLC	5.90K	Jun 30, 26	--	0.08%
PARK AVENUE SECURITIES LLC	5.72K	Jun 30, 26	+281	0.07%
Advance Capital Management, Inc.	5.41K	Jun 30, 26	+5.41K	0.07%
Per Stirling Capital Management, LLC.	5.38K	Jun 30, 26	-6	0.07%
Quartz Partners, LLC	5.09K	Jun 30, 26	+233	0.07%
Foundations Investment Advisors, LLC	5.05K	Jun 30, 26	--	0.07%
Holistic Planning, LLC	5.03K	Jun 30, 26	-420	0.07%
First Heartland Consultants, Inc.	4.99K	Jun 30, 26	--	0.06%
Arkadios Wealth Advisors	4.62K	Jun 30, 26	--	0.06%
Keystone Wealth Services, LLC	4.43K	Jun 30, 26	+4.43K	0.06%
OPPENHEIMER & CO INC	4.42K	Jun 30, 26	+4.42K	0.06%
Prospera Financial Services Inc	4.33K	Jun 30, 26	+4.33K	0.06%
Noble Wealth Management PBC	4.00K	Jun 30, 26	--	0.05%
Triumph Capital Management	3.94K	Jun 30, 26	--	0.05%
Benson Wealth Management INC	3.40K	Jun 30, 26	--	0.04%
BARCLAYS PLC	3.30K	Jun 30, 26	+1.00K	0.04%
MTM Investment Management, LLC	3.15K	Jun 30, 26	-515	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.93K	Jun 30, 26	+25	0.04%
FIDUCIARY FINANCIAL ADVISORS	2.59K	Jun 30, 26	+2.59K	0.03%
Ashton Thomas Private Wealth, LLC	2.50K	Jun 30, 26	--	0.03%
MeadowBrook Investment Advisors LLC	2.34K	Jun 30, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	1.99K	Jun 30, 26	+1.99K	0.03%
Oakmont Advisory Group, LLC	1.87K	Jun 30, 26	+1.87K	0.02%
SOA Wealth Advisors, LLC.	1.83K	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	1.59K	Jun 30, 26	-342	0.02%
Larson Financial Group LLC	1.44K	Jun 30, 26	--	0.02%
AE Wealth Management LLC	1.34K	Jun 30, 26	--	0.02%
FIFTH THIRD BANCORP	1.26K	Jun 30, 26	--	0.02%
CoreCap Advisors, LLC	1.21K	Jun 30, 26	-22	0.02%
TOUNJIAN ADVISORY PARTNERS, LLC	1.11K	Jun 30, 26	+1.11K	0.01%
Geneos Wealth Management Inc.	825	Jun 30, 26	--	0.01%
Topsail Wealth Management, LLC	800	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	755	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	734	Jun 30, 26	-115	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	715	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	650	Jun 30, 26	--	0.01%
MORGAN STANLEY	350	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	334	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	155	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	142	Jun 30, 26	+142	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	52	Jun 30, 26	+52	0.00%
UBS Group AG	--	Jun 30, 26	-39	--
Meridian Wealth Management, LLC	--	Jun 30, 26	-5.23K	--
Advisory Services Network, LLC	--	Jun 30, 26	-250	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-17.84K	--
Pinnacle Wealth Planning Services, Inc.	--	Jun 30, 26	-35.00K	--
Rossby Financial, LCC	--	Jun 30, 26	-233	--
CWM, LLC	107.38K	Mar 31, 26	-3.84K	1.39%
Sunbelt Securities, Inc.	2.85K	Mar 31, 26	-3.51K	0.04%
COMERICA BANK	1.26K	Dec 31, 25	+218	0.02%
BRASS TAX WEALTH MANAGEMENT, INC	16.82K	Sep 30, 25	-416	0.22%
HICKORY ASSET MANAGEMENT, INC.	45.01K	Jun 30, 25	-40	0.58%
Atria Wealth Solutions, Inc.	23.05K	Jun 30, 25	--	0.30%
AVANTAX ADVISORY SERVICES, INC.	7.64K	Jun 30, 25	+7.64K	0.10%
AlphaMark Advisors, LLC	600	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	48.00K	Sep 30, 24	+10.53K	0.62%
RAYMOND JAMES & ASSOCIATES	10.50K	Sep 30, 24	+10.50K	0.14%
Cetera Advisor Networks LLC	340.12K	Mar 31, 24	-28.28K	4.40%
Cetera Advisors LLC	106.23K	Mar 31, 24	+67.81K	1.37%
Truadvice, LLC	115.74K	Sep 30, 23	-1.85K	1.50%
S.C. Financial Services, Inc.	7.51K	Dec 31, 22	+7.51K	0.10%
American Portfolios Advisors	97.36K	Sep 30, 22	-6.47K	1.26%
Strategic Asset Management, LLC	4.40K	Sep 30, 22	+820	0.06%
B. Riley Wealth Management, Inc.	21.34K	Jun 30, 22	--	0.28%
Livingston Group Asset Management CO (operating as Southport Capital Management)	22.76K	Mar 31, 22	-2.40K	0.29%
NEXT Financial Group, Inc	3.58K	Dec 31, 21	+694	0.05%
Cascadia Advisory Services, LLC	128.59K	Sep 30, 21	+16.63K	1.66%
Ameritas Investment Company, LLC	20.77K	Sep 30, 21	+10.22K	0.27%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	8.18K	Sep 30, 21	+8.18K	0.11%
OLD MISSION CAPITAL, LLC	32.61K	Dec 31, 20	+32.61K	0.42%
3D ASSET MANAGEMENT, INC	277.95K	Sep 30, 20	+11.90K	3.59%
First Allied Advisory Services, Inc.	22.20K	Sep 30, 20	-4.17K	0.29%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

358.72K

Jun 30, 26

-11.16K

4.64%

MinichMacGregor Wealth Management, LLC

212.75K

Jun 30, 26

+799

2.75%

ENVESTNET ASSET MANAGEMENT INC

207.13K

Jun 30, 26

+75.86K

2.68%

LPL Financial LLC

190.08K

Jun 30, 26

+35.95K

2.46%

Hartford Financial Management Inc.

162.25K

Jun 30, 26

+788

2.10%

Cetera Investment Advisers

145.04K

Jun 30, 26

+6.34K

1.88%

ADVISOR GROUP HOLDINGS, INC.

113.97K

Jun 30, 26

+2.62K

1.47%

REAP Financial Group, LLC

99.21K

Jun 30, 26

-7.71K

1.28%

SNS Financial Group, LLC

94.50K

Jun 30, 26

+94.50K

1.22%

FOUNDERS FINANCIAL SECURITIES LLC

83.23K

Jun 30, 26

+9.29K

1.08%

Horizon Investments, LLC

83.23K

Jun 30, 26

-62.03K

1.08%

Kestra Advisory Services, LLC

81.16K

Jun 30, 26

-29.20K

1.05%

Sage Capital Advisors,llc

61.76K

Jun 30, 26

-35

0.80%

Mariner, LLC

59.94K

Jun 30, 26

-2.65K

0.78%

Prosperity Consulting Group, LLC

59.45K

Jun 30, 26

-3.32K

0.77%

Cambridge Investment Research Advisors, Inc.

58.72K

Jun 30, 26

-2.60K

0.76%

Mission Financial Group, LLC

49.02K

Jun 30, 26

+49.02K

0.63%

Ritter Daniher Financial Advisory LLC / DE

47.25K

Jun 30, 26

-6.13K

0.61%

HARBOUR INVESTMENTS, INC.

43.19K

Jun 30, 26

+263

0.56%

Janney Montgomery Scott LLC

41.62K

Jun 30, 26

-1.07K

0.54%

MML INVESTORS SERVICES, LLC

39.36K

Jun 30, 26

+6.80K

0.51%

LifeWealth Investments, LLC

37.09K

Jun 30, 26

-493

0.48%

Wood Tarver Financial Group, LLC

36.67K

Jun 30, 26

-2.00K

0.47%

Ameritas Advisory Services, LLC

33.70K

Jun 30, 26

+17.75K

0.44%

RAYMOND JAMES FINANCIAL INC

31.90K

Jun 30, 26

+208

0.41%

Mutual Advisors, LLC

29.05K

Jun 30, 26

-408

0.38%

Ignite Planners, LLC

28.74K

Jun 30, 26

-1.49K

0.37%

Foguth Wealth Management, LLC.

28.58K

Jun 30, 26

-378

0.37%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.13K

Jun 30, 26

-8.46K

0.36%

Kovack Advisors, Inc.

27.70K

Jun 30, 26

-745

0.36%

Nova Wealth Management, Inc.

26.60K

Jun 30, 26

-4.54K

0.34%

Grantvest Financial Group LLC

24.43K

Jun 30, 26

-839

0.32%

Sowell Financial Services LLC

23.68K

Jun 30, 26

+234

0.31%

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

23.54K

Jun 30, 26

0.30%

TRUIST FINANCIAL CORP

21.62K

Jun 30, 26

+80

0.28%

Integrity Financial Corp /WA

20.57K

Jun 30, 26

-1.38K

0.27%

CFC Planning Co LLC

20.34K

Jun 30, 26

+1.24K

0.26%

JPMORGAN CHASE & CO

19.98K

Jun 30, 26

+18.44K

0.26%

Atria Investments, Inc

18.16K

Jun 30, 26

-521

0.23%

Camelot Portfolios, LLC

17.93K

Jun 30, 26

-727

0.23%

SAGESPRING WEALTH PARTNERS, LLC

17.02K

Jun 30, 26

-1.17K

0.22%

HighTower Advisors, LLC

16.00K

Jun 30, 26

-233

0.21%

TopTier Wealth Management, LLC

15.65K

Jun 30, 26

0.20%

Integrated Wealth Concepts LLC

15.20K

Jun 30, 26

0.20%

Strategic Blueprint, LLC

14.93K

Jun 30, 26

+700

0.19%

Waverly Advisors, LLC

14.14K

Jun 30, 26

-1.26K

0.18%

RFG Advisory, LLC

13.06K

Jun 30, 26

+1.02K

0.17%

1ST SOURCE BANK

13.00K

Jun 30, 26

-5.33K

0.17%

AlphaStar Capital Management, LLC

11.30K

Jun 30, 26

0.15%

Farther Finance Advisors, LLC

11.12K

Jun 30, 26

+3.18K

0.14%

Tanglewood Legacy Advisors, LLC

10.95K

Jun 30, 26

0.14%

IFP Advisors, Inc

10.88K

Jun 30, 26

0.14%

Sigma Planning Corp

10.38K

Jun 30, 26

-3.95K

0.13%

Commonwealth Financial Services, LLC

10.34K

Jun 30, 26

-609

0.13%

Spire Wealth Management

10.21K

Jun 30, 26

0.13%

Resources Investment Advisors, LLC.

9.75K

Jun 30, 26

0.13%

Buck Wealth Strategies, LLC

9.53K

Jun 30, 26

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

9.44K

Jun 30, 26

-585

0.12%

WEALTHGARDEN F.S. LLC

9.38K

Jun 30, 26

0.12%

Lakeridge Wealth Management LLC

9.04K

Jun 30, 26

0.12%

Mayfair Advisory Group, LLC

8.73K

Jun 30, 26

0.11%

CARY STREET PARTNERS FINANCIAL LLC

8.55K

Jun 30, 26

+8.55K

0.11%

Santori & Peters, Inc.

8.51K

Jun 30, 26

0.11%

AQR CAPITAL MANAGEMENT LLC

8.47K

Jun 30, 26

-116

0.11%

Sound Income Strategies, LLC

8.30K

Jun 30, 26

0.11%

MGO ONE SEVEN LLC

7.98K

Jun 30, 26

0.10%

IMG Wealth Management, Inc.

7.85K

Jun 30, 26

0.10%

SILVER OAK SECURITIES, INCORPORATED

7.83K

Jun 30, 26

+822

0.10%

Sun Financial Inc

7.38K

Jun 30, 26

-51

0.10%

EP Wealth Advisors, LLC

7.08K

Jun 30, 26

+2.38K

0.09%

EVOLUTION WEALTH MANAGEMENT INC.

6.54K

Jun 30, 26

0.08%

ARBOR CAPITAL MANAGEMENT INC /ADV

6.35K

Jun 30, 26

-3.50K

0.08%

NewEdge Advisors, LLC

6.19K

Jun 30, 26

+81

0.08%

Octavia Wealth Advisors, LLC

6.08K

Jun 30, 26

0.08%

McKinley Carter Wealth Services, Inc.

6.08K

Jun 30, 26

0.08%

Old Port Advisors

6.03K

Jun 30, 26

0.08%

Trek Financial, LLC

5.90K

Jun 30, 26

0.08%

PARK AVENUE SECURITIES LLC

5.72K

Jun 30, 26

+281

0.07%

Advance Capital Management, Inc.

5.41K

Jun 30, 26

+5.41K

0.07%

Per Stirling Capital Management, LLC.

5.38K

Jun 30, 26

-6

0.07%

Quartz Partners, LLC

5.09K

Jun 30, 26

+233

0.07%

Foundations Investment Advisors, LLC

5.05K

Jun 30, 26

0.07%

Holistic Planning, LLC

5.03K

Jun 30, 26

-420

0.07%

First Heartland Consultants, Inc.

4.99K

Jun 30, 26

0.06%

Arkadios Wealth Advisors

4.62K

Jun 30, 26

0.06%

Keystone Wealth Services, LLC

4.43K

Jun 30, 26

+4.43K

0.06%

OPPENHEIMER & CO INC

4.42K

Jun 30, 26

+4.42K

0.06%

Prospera Financial Services Inc

4.33K

Jun 30, 26

+4.33K

0.06%

Noble Wealth Management PBC

4.00K

Jun 30, 26

0.05%

Triumph Capital Management

3.94K

Jun 30, 26

0.05%

Benson Wealth Management INC

3.40K

Jun 30, 26

0.04%

BARCLAYS PLC

3.30K

Jun 30, 26

+1.00K

0.04%

MTM Investment Management, LLC

3.15K

Jun 30, 26

-515

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.93K

Jun 30, 26

+25

0.04%

FIDUCIARY FINANCIAL ADVISORS

2.59K

Jun 30, 26

+2.59K

0.03%

Ashton Thomas Private Wealth, LLC

2.50K

Jun 30, 26

0.03%

MeadowBrook Investment Advisors LLC

2.34K

Jun 30, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

1.99K

Jun 30, 26

+1.99K

0.03%

Oakmont Advisory Group, LLC

1.87K

Jun 30, 26

+1.87K

0.02%

SOA Wealth Advisors, LLC.

1.83K

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

1.59K

Jun 30, 26

-342

0.02%

Larson Financial Group LLC

1.44K

Jun 30, 26

0.02%

AE Wealth Management LLC

1.34K

Jun 30, 26

0.02%

FIFTH THIRD BANCORP

1.26K

Jun 30, 26

0.02%

CoreCap Advisors, LLC

1.21K

Jun 30, 26

-22

0.02%

TOUNJIAN ADVISORY PARTNERS, LLC

1.11K

Jun 30, 26

+1.11K

0.01%

Geneos Wealth Management Inc.

825

Jun 30, 26

0.01%

Topsail Wealth Management, LLC

800

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

755

Jun 30, 26

0.01%

NBC SECURITIES, INC.

734

Jun 30, 26

-115

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

715

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

650

Jun 30, 26

0.01%

MORGAN STANLEY

350

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

334

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

155

Jun 30, 26

0.00%

Global Retirement Partners, LLC

142

Jun 30, 26

+142

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

+52

0.00%

UBS Group AG

Jun 30, 26

-39

Meridian Wealth Management, LLC

Jun 30, 26

-5.23K

Advisory Services Network, LLC

Jun 30, 26

-250

CITADEL ADVISORS LLC

Jun 30, 26

-17.84K

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-35.00K

Rossby Financial, LCC

Jun 30, 26

-233

CWM, LLC

107.38K

Mar 31, 26

-3.84K

1.39%

Sunbelt Securities, Inc.

2.85K

Mar 31, 26

-3.51K

0.04%

COMERICA BANK

1.26K

Dec 31, 25

+218

0.02%

BRASS TAX WEALTH MANAGEMENT, INC

16.82K

Sep 30, 25

-416

0.22%

HICKORY ASSET MANAGEMENT, INC.

45.01K

Jun 30, 25

-40

0.58%

Atria Wealth Solutions, Inc.

23.05K

Jun 30, 25

0.30%

AVANTAX ADVISORY SERVICES, INC.

7.64K

Jun 30, 25

+7.64K

0.10%

AlphaMark Advisors, LLC

600

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

48.00K

Sep 30, 24

+10.53K

0.62%

RAYMOND JAMES & ASSOCIATES

10.50K

Sep 30, 24

+10.50K

0.14%

Cetera Advisor Networks LLC

340.12K

Mar 31, 24

-28.28K

4.40%

Cetera Advisors LLC

106.23K

Mar 31, 24

+67.81K

1.37%

Truadvice, LLC

115.74K

Sep 30, 23

-1.85K

1.50%

S.C. Financial Services, Inc.

7.51K

Dec 31, 22

+7.51K

0.10%

American Portfolios Advisors

97.36K

Sep 30, 22

-6.47K

1.26%

Strategic Asset Management, LLC

4.40K

Sep 30, 22

+820

0.06%

B. Riley Wealth Management, Inc.

21.34K

Jun 30, 22

0.28%

Livingston Group Asset Management CO (operating as Southport Capital Management)

22.76K

Mar 31, 22

-2.40K

0.29%

NEXT Financial Group, Inc

3.58K

Dec 31, 21

+694

0.05%

Cascadia Advisory Services, LLC

128.59K

Sep 30, 21

+16.63K

1.66%

Ameritas Investment Company, LLC

20.77K

Sep 30, 21

+10.22K

0.27%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

8.18K

Sep 30, 21

+8.18K

0.11%

OLD MISSION CAPITAL, LLC

32.61K

Dec 31, 20

+32.61K

0.42%

3D ASSET MANAGEMENT, INC

277.95K

Sep 30, 20

+11.90K

3.59%

First Allied Advisory Services, Inc.

22.20K

Sep 30, 20

-4.17K

0.29%