FT Vest U.S. Equity Deep Buffer ETF - November(DNOV)

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FT Vest U.S. Equity Deep Buffer ETF - November(DNOV)

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DNOV(DNOV)

DNOV

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

Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	288.26K	Mar 31, 26	-19.30K	3.78%
OGOREK ANTHONY JOSEPH /NY/ /ADV	185.90K	Mar 31, 26	-521	2.44%
Horizon Investments, LLC	133.38K	Mar 31, 26	+76.39K	1.75%
ENVESTNET ASSET MANAGEMENT INC	131.09K	Mar 31, 26	+21.17K	1.72%
LPL Financial LLC	127.50K	Mar 31, 26	-1.72K	1.67%
IFP Advisors, Inc	125.78K	Mar 31, 26	+295	1.65%
HARBOUR INVESTMENTS, INC.	117.74K	Mar 31, 26	+36.54K	1.54%
Cetera Investment Advisers	111.28K	Mar 31, 26	+8.39K	1.46%
Waverly Advisors, LLC	104.33K	Mar 31, 26	-2.70K	1.37%
REAP Financial Group, LLC	100.76K	Mar 31, 26	-2	1.32%
Kestra Advisory Services, LLC	99.38K	Mar 31, 26	-11.31K	1.30%
WINNOW WEALTH LLC	99.09K	Mar 31, 26	-7.43K	1.30%
OPPENHEIMER & CO INC	90.00K	Mar 31, 26	-3.36K	1.18%
1ST SOURCE BANK	86.36K	Mar 31, 26	+17.25K	1.13%
ADVISOR GROUP HOLDINGS, INC.	83.34K	Mar 31, 26	-22.31K	1.09%
CWM, LLC	76.31K	Mar 31, 26	-14.51K	1.00%
Echo Wealth Management, LLC	70.28K	Mar 31, 26	+27.93K	0.92%
Mariner, LLC	68.14K	Mar 31, 26	-1.38K	0.89%
FOUNDERS FINANCIAL SECURITIES LLC	67.88K	Mar 31, 26	+10.71K	0.89%
PRECEDENT WEALTH PARTNERS, LLC	66.69K	Mar 31, 26	+1.04K	0.87%
Tanglewood Legacy Advisors, LLC	63.34K	Mar 31, 26	--	0.83%
Advisory Services Network, LLC	62.18K	Mar 31, 26	+2.63K	0.81%
RAYMOND JAMES FINANCIAL INC	61.80K	Mar 31, 26	+5.82K	0.81%
Mutual Advisors, LLC	56.55K	Mar 31, 26	-700	0.74%
EXCEL SECURITIES & ASSOCIATES, INC.	54.52K	Mar 31, 26	--	0.71%
TRUIST FINANCIAL CORP	49.90K	Mar 31, 26	+102	0.65%
Ashton Thomas Private Wealth, LLC	43.13K	Mar 31, 26	+1.76K	0.57%
Cambridge Investment Research Advisors, Inc.	35.87K	Mar 31, 26	-1.05K	0.47%
Madrona Financial Services, LLC	31.08K	Mar 31, 26	--	0.41%
Spectrum Asset Management, Inc. (NB/CA)	28.38K	Mar 31, 26	--	0.37%
MML INVESTORS SERVICES, LLC	27.30K	Mar 31, 26	+4.34K	0.36%
Sunbelt Securities, Inc.	27.10K	Mar 31, 26	-3.01K	0.36%
Nova Wealth Management, Inc.	26.57K	Mar 31, 26	-295	0.35%
Keystone Wealth Services, LLC	25.97K	Mar 31, 26	+25.97K	0.34%
Castleview Partners, LLC	25.53K	Mar 31, 26	-334	0.33%
OLD MISSION CAPITAL LLC	23.94K	Mar 31, 26	+5.13K	0.31%
Arkadios Wealth Advisors	23.59K	Mar 31, 26	--	0.31%
McKinley Carter Wealth Services, Inc.	22.54K	Mar 31, 26	--	0.30%
Commonwealth Financial Services, LLC	22.52K	Mar 31, 26	-2.95K	0.30%
Buck Wealth Strategies, LLC	22.29K	Mar 31, 26	-223	0.29%
Wood Tarver Financial Group, LLC	22.09K	Mar 31, 26	-361	0.29%
HighTower Advisors, LLC	21.32K	Mar 31, 26	+1.55K	0.28%
JOURNEY STRATEGIC WEALTH LLC	19.45K	Mar 31, 26	--	0.25%
Ignite Planners, LLC	18.83K	Mar 31, 26	-6.60K	0.25%
Encompass More Asset Management	17.79K	Mar 31, 26	-48.43K	0.23%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.76K	Mar 31, 26	-1.65K	0.23%
Kovack Advisors, Inc.	17.63K	Mar 31, 26	-1.43K	0.23%
LVZ, Inc.	17.58K	Mar 31, 26	--	0.23%
LifeWealth Investments, LLC	16.24K	Mar 31, 26	--	0.21%
Clear Creek Financial Management, LLC	12.81K	Mar 31, 26	+1.85K	0.17%
WORLD EQUITY GROUP, INC.	12.73K	Mar 31, 26	-1.05K	0.17%
WILEY BROS.-AINTREE CAPITAL, LLC	12.53K	Mar 31, 26	-597	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.92K	Mar 31, 26	+2.40K	0.16%
Brinker Capital Investments, LLC	11.27K	Mar 31, 26	-3.23K	0.15%
RFG Advisory, LLC	10.96K	Mar 31, 26	-991	0.14%
MTM Investment Management, LLC	10.89K	Mar 31, 26	--	0.14%
BEACON FINANCIAL GROUP	10.87K	Mar 31, 26	--	0.14%
Lakeridge Wealth Management LLC	10.79K	Mar 31, 26	-1.81K	0.14%
Western Wealth Management, LLC	10.69K	Mar 31, 26	+10.69K	0.14%
Signal Advisors Wealth, LLC	10.39K	Mar 31, 26	-60	0.14%
Grantvest Financial Group LLC	10.00K	Mar 31, 26	-546	0.13%
ARBOR CAPITAL MANAGEMENT INC /ADV	9.83K	Mar 31, 26	-469	0.13%
Holistic Planning, LLC	9.77K	Mar 31, 26	-893	0.13%
Farther Finance Advisors, LLC	9.60K	Mar 31, 26	-3.70K	0.13%
Sanctuary Advisors, LLC	9.49K	Mar 31, 26	-145	0.12%
Sage Capital Advisors,llc	9.45K	Mar 31, 26	--	0.12%
Integrity Financial Corp /WA	8.50K	Mar 31, 26	+610	0.11%
FIRST TRUST ADVISORS LP	8.34K	Mar 31, 26	+2.93K	0.11%
Capasso Planning Partners LLC	8.05K	Mar 31, 26	--	0.11%
NBC SECURITIES, INC.	7.99K	Mar 31, 26	-1.15K	0.10%
Financial Network Wealth Advisors LLC	7.83K	Mar 31, 26	-495	0.10%
Atria Investments, Inc	7.77K	Mar 31, 26	+4	0.10%
HRT FINANCIAL LP	7.68K	Mar 31, 26	+7.68K	0.10%
Legacy Capital Wealth Partners, LLC	7.54K	Mar 31, 26	--	0.10%
CENTAURUS FINANCIAL, INC.	7.45K	Mar 31, 26	--	0.10%
CITADEL ADVISORS LLC	7.38K	Mar 31, 26	+7.38K	0.10%
Vivaldi Capital Management LP	7.32K	Mar 31, 26	--	0.10%
Falcon Wealth Planning	7.28K	Mar 31, 26	--	0.10%
Beacon Pointe Advisors, LLC	7.14K	Mar 31, 26	--	0.09%
EVOLUTION WEALTH MANAGEMENT INC.	6.88K	Mar 31, 26	-2	0.09%
Ritter Daniher Financial Advisory LLC / DE	6.74K	Mar 31, 26	-90	0.09%
Sowell Financial Services LLC	6.66K	Mar 31, 26	-2.49K	0.09%
Concurrent Investment Advisors, LLC	6.31K	Mar 31, 26	-5.92K	0.08%
Per Stirling Capital Management, LLC.	6.30K	Mar 31, 26	-127	0.08%
Clearstead Advisors, LLC	6.12K	Mar 31, 26	--	0.08%
Integrated Wealth Concepts LLC	6.07K	Mar 31, 26	--	0.08%
Oder Investment Management, LLC	5.88K	Mar 31, 26	--	0.08%
JPMORGAN CHASE & CO	5.87K	Mar 31, 26	-5.01K	0.08%
Janney Montgomery Scott LLC	5.75K	Mar 31, 26	--	0.08%
Advyzon Investment Management, LLC	5.67K	Mar 31, 26	+5.67K	0.07%
ROYAL BANK OF CANADA	5.42K	Mar 31, 26	-3.28K	0.07%
Prospera Financial Services Inc	5.32K	Mar 31, 26	+1.16K	0.07%
NewEdge Advisors, LLC	5.17K	Mar 31, 26	--	0.07%
AQR CAPITAL MANAGEMENT LLC	4.84K	Mar 31, 26	--	0.06%
CreativeOne Wealth, LLC	4.80K	Mar 31, 26	--	0.06%
Rockefeller Capital Management L.P.	4.79K	Mar 31, 26	-629	0.06%
Evergreen Wealth Solutions, LLC	4.74K	Mar 31, 26	+4.74K	0.06%
U.S. Capital Wealth Advisors, LLC	4.72K	Mar 31, 26	--	0.06%
Focus Financial Network, Inc.	4.60K	Mar 31, 26	--	0.06%
Cottage Street Advisors LLC	4.57K	Mar 31, 26	--	0.06%
Clark Capital Management Group, Inc.	4.47K	Mar 31, 26	-2.49K	0.06%
WEALTHGARDEN F.S. LLC	4.42K	Mar 31, 26	--	0.06%
SOA Wealth Advisors, LLC.	2.73K	Mar 31, 26	-535	0.04%
BARCLAYS PLC	1.67K	Mar 31, 26	-1.22K	0.02%
Allworth Financial LP	1.60K	Mar 31, 26	--	0.02%
Steward Partners Investment Advisory, LLC	1.45K	Mar 31, 26	--	0.02%
DHJJ Financial Advisors, Ltd.	1.11K	Mar 31, 26	--	0.01%
CoreCap Advisors, LLC	1.10K	Mar 31, 26	-17	0.01%
Topsail Wealth Management, LLC	1.00K	Mar 31, 26	--	0.01%
Pinnacle Bancorp, Inc.	606	Mar 31, 26	--	0.01%
ASSETMARK, INC	598	Mar 31, 26	--	0.01%
Financial Perspectives, Inc	550	Mar 31, 26	--	0.01%
Spire Wealth Management	450	Mar 31, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	404	Mar 31, 26	+404	0.01%
AE Wealth Management LLC	368	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	144	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	144	Mar 31, 26	--	0.00%
Triumph Capital Management	98	Mar 31, 26	-30	0.00%
MORGAN STANLEY	1	Mar 31, 26	--	0.00%
StoneX Group Inc.	--	Mar 31, 26	-12.10K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-5.35K	--
Strategic Blueprint, LLC	--	Mar 31, 26	-6.90K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-5.76K	--
BRASS TAX WEALTH MANAGEMENT, INC	107.36K	Sep 30, 25	-1.01K	1.41%
HICKORY ASSET MANAGEMENT, INC.	20.21K	Jun 30, 25	--	0.26%
AVANTAX ADVISORY SERVICES, INC.	15.98K	Jun 30, 25	-3.58K	0.21%
Atria Wealth Solutions, Inc.	6.96K	Jun 30, 25	-6.79K	0.09%
Orion Portfolio Solutions, LLC	12.72K	Mar 31, 25	+339	0.17%
AlphaMark Advisors, LLC	1.32K	Dec 31, 24	+175	0.02%
Raymond James Financial Services Advisors, Inc.	133.05K	Sep 30, 24	-2.34K	1.74%
RAYMOND JAMES & ASSOCIATES	5.10K	Sep 30, 24	-2.38K	0.07%
Cetera Advisors LLC	125.40K	Mar 31, 24	+76.75K	1.64%
Cetera Advisor Networks LLC	38.09K	Mar 31, 24	-10.47K	0.50%
Icon Wealth Partners, LLC	13.06K	Sep 30, 23	--	0.17%
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-4.27K	--
American Portfolios Advisors	301.82K	Sep 30, 22	-4.97K	3.95%
Kingsbury Capital Investment Advisors LLC	7.65K	Sep 30, 22	-427	0.10%
Strategic Asset Management, LLC	3.17K	Sep 30, 22	+1.07K	0.04%
B. Riley Wealth Management, Inc.	56.32K	Jun 30, 22	+3.86K	0.74%
NEXT Financial Group, Inc	141	Dec 31, 21	+141	0.00%
Cascadia Advisory Services, LLC	79.01K	Sep 30, 21	-59.98K	1.04%
Newport Wealth Strategies, Inc.	10.29K	Sep 30, 21	--	0.13%
Ameritas Investment Company, LLC	8.10K	Sep 30, 21	+1.52K	0.11%
First Allied Advisory Services, Inc.	91.63K	Sep 30, 20	-13.56K	1.20%
ACCURATE INVESTMENT SOLUTIONS, INC.	820	Mar 31, 20	--	0.01%
Advisor Group, Inc.	13.43K	Dec 31, 19	+13.43K	0.18%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

288.26K

Mar 31, 26

-19.30K

3.78%

OGOREK ANTHONY JOSEPH /NY/ /ADV

185.90K

Mar 31, 26

-521

2.44%

Horizon Investments, LLC

133.38K

Mar 31, 26

+76.39K

1.75%

ENVESTNET ASSET MANAGEMENT INC

131.09K

Mar 31, 26

+21.17K

1.72%

LPL Financial LLC

127.50K

Mar 31, 26

-1.72K

1.67%

IFP Advisors, Inc

125.78K

Mar 31, 26

+295

1.65%

HARBOUR INVESTMENTS, INC.

117.74K

Mar 31, 26

+36.54K

1.54%

Cetera Investment Advisers

111.28K

Mar 31, 26

+8.39K

1.46%

Waverly Advisors, LLC

104.33K

Mar 31, 26

-2.70K

1.37%

REAP Financial Group, LLC

100.76K

Mar 31, 26

-2

1.32%

Kestra Advisory Services, LLC

99.38K

Mar 31, 26

-11.31K

1.30%

WINNOW WEALTH LLC

99.09K

Mar 31, 26

-7.43K

1.30%

OPPENHEIMER & CO INC

90.00K

Mar 31, 26

-3.36K

1.18%

1ST SOURCE BANK

86.36K

Mar 31, 26

+17.25K

1.13%

ADVISOR GROUP HOLDINGS, INC.

83.34K

Mar 31, 26

-22.31K

1.09%

CWM, LLC

76.31K

Mar 31, 26

-14.51K

1.00%

Echo Wealth Management, LLC

70.28K

Mar 31, 26

+27.93K

0.92%

Mariner, LLC

68.14K

Mar 31, 26

-1.38K

0.89%

FOUNDERS FINANCIAL SECURITIES LLC

67.88K

Mar 31, 26

+10.71K

0.89%

PRECEDENT WEALTH PARTNERS, LLC

66.69K

Mar 31, 26

+1.04K

0.87%

Tanglewood Legacy Advisors, LLC

63.34K

Mar 31, 26

0.83%

Advisory Services Network, LLC

62.18K

Mar 31, 26

+2.63K

0.81%

RAYMOND JAMES FINANCIAL INC

61.80K

Mar 31, 26

+5.82K

0.81%

Mutual Advisors, LLC

56.55K

Mar 31, 26

-700

0.74%

EXCEL SECURITIES & ASSOCIATES, INC.

54.52K

Mar 31, 26

0.71%

TRUIST FINANCIAL CORP

49.90K

Mar 31, 26

+102

0.65%

Ashton Thomas Private Wealth, LLC

43.13K

Mar 31, 26

+1.76K

0.57%

Cambridge Investment Research Advisors, Inc.

35.87K

Mar 31, 26

-1.05K

0.47%

Madrona Financial Services, LLC

31.08K

Mar 31, 26

0.41%

Spectrum Asset Management, Inc. (NB/CA)

28.38K

Mar 31, 26

0.37%

MML INVESTORS SERVICES, LLC

27.30K

Mar 31, 26

+4.34K

0.36%

Sunbelt Securities, Inc.

27.10K

Mar 31, 26

-3.01K

0.36%

Nova Wealth Management, Inc.

26.57K

Mar 31, 26

-295

0.35%

Keystone Wealth Services, LLC

25.97K

Mar 31, 26

+25.97K

0.34%

Castleview Partners, LLC

25.53K

Mar 31, 26

-334

0.33%

OLD MISSION CAPITAL LLC

23.94K

Mar 31, 26

+5.13K

0.31%

Arkadios Wealth Advisors

23.59K

Mar 31, 26

0.31%

McKinley Carter Wealth Services, Inc.

22.54K

Mar 31, 26

0.30%

Commonwealth Financial Services, LLC

22.52K

Mar 31, 26

-2.95K

0.30%

Buck Wealth Strategies, LLC

22.29K

Mar 31, 26

-223

0.29%

Wood Tarver Financial Group, LLC

22.09K

Mar 31, 26

-361

0.29%

HighTower Advisors, LLC

21.32K

Mar 31, 26

+1.55K

0.28%

JOURNEY STRATEGIC WEALTH LLC

19.45K

Mar 31, 26

0.25%

Ignite Planners, LLC

18.83K

Mar 31, 26

-6.60K

0.25%

Encompass More Asset Management

17.79K

Mar 31, 26

-48.43K

0.23%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.76K

Mar 31, 26

-1.65K

0.23%

Kovack Advisors, Inc.

17.63K

Mar 31, 26

-1.43K

0.23%

LVZ, Inc.

17.58K

Mar 31, 26

0.23%

LifeWealth Investments, LLC

16.24K

Mar 31, 26

0.21%

Clear Creek Financial Management, LLC

12.81K

Mar 31, 26

+1.85K

0.17%

WORLD EQUITY GROUP, INC.

12.73K

Mar 31, 26

-1.05K

0.17%

WILEY BROS.-AINTREE CAPITAL, LLC

12.53K

Mar 31, 26

-597

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.92K

Mar 31, 26

+2.40K

0.16%

Brinker Capital Investments, LLC

11.27K

Mar 31, 26

-3.23K

0.15%

RFG Advisory, LLC

10.96K

Mar 31, 26

-991

0.14%

MTM Investment Management, LLC

10.89K

Mar 31, 26

0.14%

BEACON FINANCIAL GROUP

10.87K

Mar 31, 26

0.14%

Lakeridge Wealth Management LLC

10.79K

Mar 31, 26

-1.81K

0.14%

Western Wealth Management, LLC

10.69K

Mar 31, 26

+10.69K

0.14%

Signal Advisors Wealth, LLC

10.39K

Mar 31, 26

-60

0.14%

Grantvest Financial Group LLC

10.00K

Mar 31, 26

-546

0.13%

ARBOR CAPITAL MANAGEMENT INC /ADV

9.83K

Mar 31, 26

-469

0.13%

Holistic Planning, LLC

9.77K

Mar 31, 26

-893

0.13%

Farther Finance Advisors, LLC

9.60K

Mar 31, 26

-3.70K

0.13%

Sanctuary Advisors, LLC

9.49K

Mar 31, 26

-145

0.12%

Sage Capital Advisors,llc

9.45K

Mar 31, 26

0.12%

Integrity Financial Corp /WA

8.50K

Mar 31, 26

+610

0.11%

FIRST TRUST ADVISORS LP

8.34K

Mar 31, 26

+2.93K

0.11%

Capasso Planning Partners LLC

8.05K

Mar 31, 26

0.11%

NBC SECURITIES, INC.

7.99K

Mar 31, 26

-1.15K

0.10%

Financial Network Wealth Advisors LLC

7.83K

Mar 31, 26

-495

0.10%

Atria Investments, Inc

7.77K

Mar 31, 26

0.10%

HRT FINANCIAL LP

7.68K

Mar 31, 26

+7.68K

0.10%

Legacy Capital Wealth Partners, LLC

7.54K

Mar 31, 26

0.10%

CENTAURUS FINANCIAL, INC.

7.45K

Mar 31, 26

0.10%

CITADEL ADVISORS LLC

7.38K

Mar 31, 26

+7.38K

0.10%

Vivaldi Capital Management LP

7.32K

Mar 31, 26

0.10%

Falcon Wealth Planning

7.28K

Mar 31, 26

0.10%

Beacon Pointe Advisors, LLC

7.14K

Mar 31, 26

0.09%

EVOLUTION WEALTH MANAGEMENT INC.

6.88K

Mar 31, 26

-2

0.09%

Ritter Daniher Financial Advisory LLC / DE

6.74K

Mar 31, 26

-90

0.09%

Sowell Financial Services LLC

6.66K

Mar 31, 26

-2.49K

0.09%

Concurrent Investment Advisors, LLC

6.31K

Mar 31, 26

-5.92K

0.08%

Per Stirling Capital Management, LLC.

6.30K

Mar 31, 26

-127

0.08%

Clearstead Advisors, LLC

6.12K

Mar 31, 26

0.08%

Integrated Wealth Concepts LLC

6.07K

Mar 31, 26

0.08%

Oder Investment Management, LLC

5.88K

Mar 31, 26

0.08%

JPMORGAN CHASE & CO

5.87K

Mar 31, 26

-5.01K

0.08%

Janney Montgomery Scott LLC

5.75K

Mar 31, 26

0.08%

Advyzon Investment Management, LLC

5.67K

Mar 31, 26

+5.67K

0.07%

ROYAL BANK OF CANADA

5.42K

Mar 31, 26

-3.28K

0.07%

Prospera Financial Services Inc

5.32K

Mar 31, 26

+1.16K

0.07%

NewEdge Advisors, LLC

5.17K

Mar 31, 26

0.07%

AQR CAPITAL MANAGEMENT LLC

4.84K

Mar 31, 26

0.06%

CreativeOne Wealth, LLC

4.80K

Mar 31, 26

0.06%

Rockefeller Capital Management L.P.

4.79K

Mar 31, 26

-629

0.06%

Evergreen Wealth Solutions, LLC

4.74K

Mar 31, 26

+4.74K

0.06%

U.S. Capital Wealth Advisors, LLC

4.72K

Mar 31, 26

0.06%

Focus Financial Network, Inc.

4.60K

Mar 31, 26

0.06%

Cottage Street Advisors LLC

4.57K

Mar 31, 26

0.06%

Clark Capital Management Group, Inc.

4.47K

Mar 31, 26

-2.49K

0.06%

WEALTHGARDEN F.S. LLC

4.42K

Mar 31, 26

0.06%

SOA Wealth Advisors, LLC.

2.73K

Mar 31, 26

-535

0.04%

BARCLAYS PLC

1.67K

Mar 31, 26

-1.22K

0.02%

Allworth Financial LP

1.60K

Mar 31, 26

0.02%

Steward Partners Investment Advisory, LLC

1.45K

Mar 31, 26

0.02%

DHJJ Financial Advisors, Ltd.

1.11K

Mar 31, 26

0.01%

CoreCap Advisors, LLC

1.10K

Mar 31, 26

-17

0.01%

Topsail Wealth Management, LLC

1.00K

Mar 31, 26

0.01%

Pinnacle Bancorp, Inc.

606

Mar 31, 26

0.01%

ASSETMARK, INC

598

Mar 31, 26

0.01%

Financial Perspectives, Inc

550

Mar 31, 26

0.01%

Spire Wealth Management

450

Mar 31, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

404

Mar 31, 26

+404

0.01%

AE Wealth Management LLC

368

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

144

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

144

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

-30

0.00%

MORGAN STANLEY

Mar 31, 26

0.00%

StoneX Group Inc.

Mar 31, 26

-12.10K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-5.35K

Strategic Blueprint, LLC

Mar 31, 26

-6.90K

JANE STREET GROUP, LLC

Mar 31, 26

-5.76K

BRASS TAX WEALTH MANAGEMENT, INC

107.36K

Sep 30, 25

-1.01K

1.41%

HICKORY ASSET MANAGEMENT, INC.

20.21K

Jun 30, 25

0.26%

AVANTAX ADVISORY SERVICES, INC.

15.98K

Jun 30, 25

-3.58K

0.21%

Atria Wealth Solutions, Inc.

6.96K

Jun 30, 25

-6.79K

0.09%

Orion Portfolio Solutions, LLC

12.72K

Mar 31, 25

+339

0.17%

AlphaMark Advisors, LLC

1.32K

Dec 31, 24

+175

0.02%

Raymond James Financial Services Advisors, Inc.

133.05K

Sep 30, 24

-2.34K

1.74%

RAYMOND JAMES & ASSOCIATES

5.10K

Sep 30, 24

-2.38K

0.07%

Cetera Advisors LLC

125.40K

Mar 31, 24

+76.75K

1.64%

Cetera Advisor Networks LLC

38.09K

Mar 31, 24

-10.47K

0.50%

Icon Wealth Partners, LLC

13.06K

Sep 30, 23

0.17%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-4.27K

American Portfolios Advisors

301.82K

Sep 30, 22

-4.97K

3.95%

Kingsbury Capital Investment Advisors LLC

7.65K

Sep 30, 22

-427

0.10%

Strategic Asset Management, LLC

3.17K

Sep 30, 22

+1.07K

0.04%

B. Riley Wealth Management, Inc.

56.32K

Jun 30, 22

+3.86K

0.74%

NEXT Financial Group, Inc

141

Dec 31, 21

+141

0.00%

Cascadia Advisory Services, LLC

79.01K

Sep 30, 21

-59.98K

1.04%

Newport Wealth Strategies, Inc.

10.29K

Sep 30, 21

0.13%

Ameritas Investment Company, LLC

8.10K

Sep 30, 21

+1.52K

0.11%

First Allied Advisory Services, Inc.

91.63K

Sep 30, 20

-13.56K

1.20%

ACCURATE INVESTMENT SOLUTIONS, INC.

820

Mar 31, 20

0.01%

Advisor Group, Inc.

13.43K

Dec 31, 19

+13.43K

0.18%