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

Institutional Ownership

Top 151 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	207.53K	Jun 30, 26	-80.73K	2.73%
ENVESTNET ASSET MANAGEMENT INC	190.74K	Jun 30, 26	+59.64K	2.51%
OGOREK ANTHONY JOSEPH /NY/ /ADV	185.61K	Jun 30, 26	-284	2.44%
LPL Financial LLC	136.29K	Jun 30, 26	+8.79K	1.79%
IFP Advisors, Inc	125.78K	Jun 30, 26	--	1.66%
HARBOUR INVESTMENTS, INC.	117.84K	Jun 30, 26	+102	1.55%
Cetera Investment Advisers	117.29K	Jun 30, 26	+6.01K	1.54%
Waverly Advisors, LLC	104.13K	Jun 30, 26	-200	1.37%
REAP Financial Group, LLC	98.97K	Jun 30, 26	-1.79K	1.30%
WINNOW WEALTH LLC	95.87K	Jun 30, 26	-3.22K	1.26%
ADVISOR GROUP HOLDINGS, INC.	88.03K	Jun 30, 26	+4.69K	1.16%
OPPENHEIMER & CO INC	81.84K	Jun 30, 26	-8.17K	1.08%
Kestra Advisory Services, LLC	77.01K	Jun 30, 26	-22.37K	1.01%
FOUNDERS FINANCIAL SECURITIES LLC	76.11K	Jun 30, 26	+8.23K	1.00%
Horizon Investments, LLC	76.11K	Jun 30, 26	-57.27K	1.00%
1ST SOURCE BANK	73.25K	Jun 30, 26	-13.11K	0.96%
Echo Wealth Management, LLC	72.42K	Jun 30, 26	+2.15K	0.95%
Mariner, LLC	65.11K	Jun 30, 26	-3.03K	0.86%
PRECEDENT WEALTH PARTNERS, LLC	64.21K	Jun 30, 26	-2.48K	0.85%
Tanglewood Legacy Advisors, LLC	63.34K	Jun 30, 26	--	0.83%
Ashton Thomas Private Wealth, LLC	63.29K	Jun 30, 26	+20.16K	0.83%
Advisory Services Network, LLC	59.85K	Jun 30, 26	-2.33K	0.79%
RAYMOND JAMES FINANCIAL INC	57.24K	Jun 30, 26	-4.55K	0.75%
Mutual Advisors, LLC	56.25K	Jun 30, 26	-308	0.74%
TRUIST FINANCIAL CORP	44.12K	Jun 30, 26	-5.78K	0.58%
HighTower Advisors, LLC	35.41K	Jun 30, 26	+14.09K	0.47%
MML INVESTORS SERVICES, LLC	32.96K	Jun 30, 26	+5.65K	0.43%
Cambridge Investment Research Advisors, Inc.	30.90K	Jun 30, 26	-4.97K	0.41%
OLD MISSION CAPITAL LLC	28.83K	Jun 30, 26	+4.88K	0.38%
Spectrum Asset Management, Inc. (NB/CA)	28.38K	Jun 30, 26	--	0.37%
Arkadios Wealth Advisors	27.66K	Jun 30, 26	+4.07K	0.36%
Nova Wealth Management, Inc.	25.89K	Jun 30, 26	-679	0.34%
Castleview Partners, LLC	25.53K	Jun 30, 26	--	0.34%
Keystone Wealth Services, LLC	25.05K	Jun 30, 26	-923	0.33%
McKinley Carter Wealth Services, Inc.	22.54K	Jun 30, 26	--	0.30%
TOUNJIAN ADVISORY PARTNERS, LLC	22.35K	Jun 30, 26	+22.35K	0.29%
Buck Wealth Strategies, LLC	22.23K	Jun 30, 26	-59	0.29%
SNS Financial Group, LLC	21.36K	Jun 30, 26	+21.36K	0.28%
Madrona Financial Services, LLC	20.60K	Jun 30, 26	-10.48K	0.27%
Wood Tarver Financial Group, LLC	19.86K	Jun 30, 26	-2.23K	0.26%
Commonwealth Financial Services, LLC	19.57K	Jun 30, 26	-2.95K	0.26%
Ignite Planners, LLC	18.83K	Jun 30, 26	--	0.25%
JPMORGAN CHASE & CO	18.80K	Jun 30, 26	+12.93K	0.25%
LVZ, Inc.	17.58K	Jun 30, 26	--	0.23%
KESTRA PRIVATE WEALTH SERVICES, LLC	16.96K	Jun 30, 26	-800	0.22%
Kovack Advisors, Inc.	16.95K	Jun 30, 26	-675	0.22%
EXCEL SECURITIES & ASSOCIATES, INC.	16.32K	Jun 30, 26	-38.20K	0.21%
Encompass More Asset Management	14.82K	Jun 30, 26	-2.97K	0.20%
Ameritas Advisory Services, LLC	14.79K	Jun 30, 26	+14.79K	0.19%
HRT FINANCIAL LP	14.70K	Jun 30, 26	+7.02K	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.53K	Jun 30, 26	+13.53K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.24K	Jun 30, 26	+1.32K	0.17%
LifeWealth Investments, LLC	13.00K	Jun 30, 26	-3.25K	0.17%
WORLD EQUITY GROUP, INC.	12.73K	Jun 30, 26	--	0.17%
Clear Creek Financial Management, LLC	12.67K	Jun 30, 26	-140	0.17%
WILEY BROS.-AINTREE CAPITAL, LLC	12.53K	Jun 30, 26	--	0.16%
RFG Advisory, LLC	11.96K	Jun 30, 26	+997	0.16%
MTM Investment Management, LLC	10.89K	Jun 30, 26	--	0.14%
Lakeridge Wealth Management LLC	10.79K	Jun 30, 26	--	0.14%
Western Wealth Management, LLC	10.69K	Jun 30, 26	--	0.14%
Farther Finance Advisors, LLC	10.43K	Jun 30, 26	+829	0.14%
Signal Advisors Wealth, LLC	10.41K	Jun 30, 26	+18	0.14%
BEACON FINANCIAL GROUP	10.18K	Jun 30, 26	-690	0.13%
SRS Capital Advisors, Inc.	9.83K	Jun 30, 26	+9.83K	0.13%
Holistic Planning, LLC	9.77K	Jun 30, 26	--	0.13%
Sage Capital Advisors,llc	9.45K	Jun 30, 26	--	0.12%
Sanctuary Advisors, LLC	9.10K	Jun 30, 26	-387	0.12%
Grantvest Financial Group LLC	8.49K	Jun 30, 26	-1.51K	0.11%
Integrity Financial Corp /WA	8.49K	Jun 30, 26	-10	0.11%
FIRST TRUST ADVISORS LP	8.31K	Jun 30, 26	-25	0.11%
Capasso Planning Partners LLC	8.05K	Jun 30, 26	--	0.11%
Financial Network Wealth Advisors LLC	7.77K	Jun 30, 26	-68	0.10%
Atria Investments, Inc	7.63K	Jun 30, 26	-145	0.10%
Legacy Capital Wealth Partners, LLC	7.54K	Jun 30, 26	--	0.10%
CENTAURUS FINANCIAL, INC.	7.45K	Jun 30, 26	--	0.10%
Falcon Wealth Planning	7.28K	Jun 30, 26	--	0.10%
Beacon Pointe Advisors, LLC	7.14K	Jun 30, 26	--	0.09%
EVOLUTION WEALTH MANAGEMENT INC.	6.88K	Jun 30, 26	-1	0.09%
Ritter Daniher Financial Advisory LLC / DE	6.74K	Jun 30, 26	--	0.09%
Sowell Financial Services LLC	6.66K	Jun 30, 26	--	0.09%
Per Stirling Capital Management, LLC.	6.29K	Jun 30, 26	-5	0.08%
Clearstead Advisors, LLC	6.12K	Jun 30, 26	--	0.08%
Integrated Wealth Concepts LLC	6.07K	Jun 30, 26	--	0.08%
Janney Montgomery Scott LLC	5.75K	Jun 30, 26	--	0.08%
Oder Investment Management, LLC	5.60K	Jun 30, 26	-280	0.07%
ROYAL BANK OF CANADA	5.42K	Jun 30, 26	--	0.07%
ARBOR CAPITAL MANAGEMENT INC /ADV	5.41K	Jun 30, 26	-4.42K	0.07%
Prospera Financial Services Inc	5.32K	Jun 30, 26	--	0.07%
NewEdge Advisors, LLC	5.05K	Jun 30, 26	-125	0.07%
NBC SECURITIES, INC.	5.04K	Jun 30, 26	-2.95K	0.07%
CreativeOne Wealth, LLC	4.88K	Jun 30, 26	+81	0.06%
AQR CAPITAL MANAGEMENT LLC	4.72K	Jun 30, 26	-123	0.06%
Vertex Planning Partners, LLC	4.68K	Jun 30, 26	+4.68K	0.06%
Focus Financial Network, Inc.	4.56K	Jun 30, 26	-40	0.06%
Rockefeller Capital Management L.P.	4.53K	Jun 30, 26	-260	0.06%
Clark Capital Management Group, Inc.	4.47K	Jun 30, 26	--	0.06%
WEALTHGARDEN F.S. LLC	4.42K	Jun 30, 26	--	0.06%
Advyzon Investment Management, LLC	4.39K	Jun 30, 26	-1.28K	0.06%
Evergreen Wealth Solutions, LLC	4.34K	Jun 30, 26	-390	0.06%
Prime Capital Investment Advisors, LLC	4.00K	Jun 30, 26	+4.00K	0.05%
Savvy Advisors, Inc.	3.94K	Jun 30, 26	+3.94K	0.05%
BARCLAYS PLC	3.90K	Jun 30, 26	+2.23K	0.05%
SOA Wealth Advisors, LLC.	2.82K	Jun 30, 26	+86	0.04%
Allworth Financial LP	1.60K	Jun 30, 26	--	0.02%
Steward Partners Investment Advisory, LLC	1.45K	Jun 30, 26	--	0.02%
DHJJ Financial Advisors, Ltd.	1.11K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	1.07K	Jun 30, 26	-24	0.01%
Topsail Wealth Management, LLC	1.00K	Jun 30, 26	--	0.01%
VIMA LLC	921	Jun 30, 26	+921	0.01%
Pinnacle Bancorp, Inc.	606	Jun 30, 26	--	0.01%
ASSETMARK, INC	598	Jun 30, 26	--	0.01%
Financial Perspectives, Inc	550	Jun 30, 26	--	0.01%
Spire Wealth Management	450	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	148	Jun 30, 26	+4	0.00%
Smartleaf Asset Management LLC	144	Jun 30, 26	--	0.00%
AE Wealth Management LLC	117	Jun 30, 26	-251	0.00%
Triumph Capital Management	98	Jun 30, 26	--	0.00%
MORGAN STANLEY	1	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-404	--
Cottage Street Advisors LLC	--	Jun 30, 26	-4.57K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-7.38K	--
Concurrent Investment Advisors, LLC	--	Jun 30, 26	-6.31K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-11.27K	--
CWM, LLC	76.31K	Mar 31, 26	-14.51K	1.00%
Sunbelt Securities, Inc.	27.10K	Mar 31, 26	-3.01K	0.36%
JOURNEY STRATEGIC WEALTH LLC	19.45K	Mar 31, 26	--	0.26%
Vivaldi Capital Management LP	7.32K	Mar 31, 26	--	0.10%
U.S. Capital Wealth Advisors, LLC	4.72K	Mar 31, 26	--	0.06%
BRASS TAX WEALTH MANAGEMENT, INC	107.36K	Sep 30, 25	-1.01K	1.41%
HICKORY ASSET MANAGEMENT, INC.	20.21K	Jun 30, 25	--	0.27%
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	1.75%
RAYMOND JAMES & ASSOCIATES	5.10K	Sep 30, 24	-2.38K	0.07%
Cetera Advisors LLC	125.40K	Mar 31, 24	+76.75K	1.65%
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	3.97%
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	--	0.14%
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	1.21%
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

207.53K

Jun 30, 26

-80.73K

2.73%

ENVESTNET ASSET MANAGEMENT INC

190.74K

Jun 30, 26

+59.64K

2.51%

OGOREK ANTHONY JOSEPH /NY/ /ADV

185.61K

Jun 30, 26

-284

2.44%

LPL Financial LLC

136.29K

Jun 30, 26

+8.79K

1.79%

IFP Advisors, Inc

125.78K

Jun 30, 26

1.66%

HARBOUR INVESTMENTS, INC.

117.84K

Jun 30, 26

+102

1.55%

Cetera Investment Advisers

117.29K

Jun 30, 26

+6.01K

1.54%

Waverly Advisors, LLC

104.13K

Jun 30, 26

-200

1.37%

REAP Financial Group, LLC

98.97K

Jun 30, 26

-1.79K

1.30%

WINNOW WEALTH LLC

95.87K

Jun 30, 26

-3.22K

1.26%

ADVISOR GROUP HOLDINGS, INC.

88.03K

Jun 30, 26

+4.69K

1.16%

OPPENHEIMER & CO INC

81.84K

Jun 30, 26

-8.17K

1.08%

Kestra Advisory Services, LLC

77.01K

Jun 30, 26

-22.37K

1.01%

FOUNDERS FINANCIAL SECURITIES LLC

76.11K

Jun 30, 26

+8.23K

1.00%

Horizon Investments, LLC

76.11K

Jun 30, 26

-57.27K

1.00%

1ST SOURCE BANK

73.25K

Jun 30, 26

-13.11K

0.96%

Echo Wealth Management, LLC

72.42K

Jun 30, 26

+2.15K

0.95%

Mariner, LLC

65.11K

Jun 30, 26

-3.03K

0.86%

PRECEDENT WEALTH PARTNERS, LLC

64.21K

Jun 30, 26

-2.48K

0.85%

Tanglewood Legacy Advisors, LLC

63.34K

Jun 30, 26

0.83%

Ashton Thomas Private Wealth, LLC

63.29K

Jun 30, 26

+20.16K

0.83%

Advisory Services Network, LLC

59.85K

Jun 30, 26

-2.33K

0.79%

RAYMOND JAMES FINANCIAL INC

57.24K

Jun 30, 26

-4.55K

0.75%

Mutual Advisors, LLC

56.25K

Jun 30, 26

-308

0.74%

TRUIST FINANCIAL CORP

44.12K

Jun 30, 26

-5.78K

0.58%

HighTower Advisors, LLC

35.41K

Jun 30, 26

+14.09K

0.47%

MML INVESTORS SERVICES, LLC

32.96K

Jun 30, 26

+5.65K

0.43%

Cambridge Investment Research Advisors, Inc.

30.90K

Jun 30, 26

-4.97K

0.41%

OLD MISSION CAPITAL LLC

28.83K

Jun 30, 26

+4.88K

0.38%

Spectrum Asset Management, Inc. (NB/CA)

28.38K

Jun 30, 26

0.37%

Arkadios Wealth Advisors

27.66K

Jun 30, 26

+4.07K

0.36%

Nova Wealth Management, Inc.

25.89K

Jun 30, 26

-679

0.34%

Castleview Partners, LLC

25.53K

Jun 30, 26

0.34%

Keystone Wealth Services, LLC

25.05K

Jun 30, 26

-923

0.33%

McKinley Carter Wealth Services, Inc.

22.54K

Jun 30, 26

0.30%

TOUNJIAN ADVISORY PARTNERS, LLC

22.35K

Jun 30, 26

+22.35K

0.29%

Buck Wealth Strategies, LLC

22.23K

Jun 30, 26

-59

0.29%

SNS Financial Group, LLC

21.36K

Jun 30, 26

+21.36K

0.28%

Madrona Financial Services, LLC

20.60K

Jun 30, 26

-10.48K

0.27%

Wood Tarver Financial Group, LLC

19.86K

Jun 30, 26

-2.23K

0.26%

Commonwealth Financial Services, LLC

19.57K

Jun 30, 26

-2.95K

0.26%

Ignite Planners, LLC

18.83K

Jun 30, 26

0.25%

JPMORGAN CHASE & CO

18.80K

Jun 30, 26

+12.93K

0.25%

LVZ, Inc.

17.58K

Jun 30, 26

0.23%

KESTRA PRIVATE WEALTH SERVICES, LLC

16.96K

Jun 30, 26

-800

0.22%

Kovack Advisors, Inc.

16.95K

Jun 30, 26

-675

0.22%

EXCEL SECURITIES & ASSOCIATES, INC.

16.32K

Jun 30, 26

-38.20K

0.21%

Encompass More Asset Management

14.82K

Jun 30, 26

-2.97K

0.20%

Ameritas Advisory Services, LLC

14.79K

Jun 30, 26

+14.79K

0.19%

HRT FINANCIAL LP

14.70K

Jun 30, 26

+7.02K

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.53K

Jun 30, 26

+13.53K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.24K

Jun 30, 26

+1.32K

0.17%

LifeWealth Investments, LLC

13.00K

Jun 30, 26

-3.25K

0.17%

WORLD EQUITY GROUP, INC.

12.73K

Jun 30, 26

0.17%

Clear Creek Financial Management, LLC

12.67K

Jun 30, 26

-140

0.17%

WILEY BROS.-AINTREE CAPITAL, LLC

12.53K

Jun 30, 26

0.16%

RFG Advisory, LLC

11.96K

Jun 30, 26

+997

0.16%

MTM Investment Management, LLC

10.89K

Jun 30, 26

0.14%

Lakeridge Wealth Management LLC

10.79K

Jun 30, 26

0.14%

Western Wealth Management, LLC

10.69K

Jun 30, 26

0.14%

Farther Finance Advisors, LLC

10.43K

Jun 30, 26

+829

0.14%

Signal Advisors Wealth, LLC

10.41K

Jun 30, 26

+18

0.14%

BEACON FINANCIAL GROUP

10.18K

Jun 30, 26

-690

0.13%

SRS Capital Advisors, Inc.

9.83K

Jun 30, 26

+9.83K

0.13%

Holistic Planning, LLC

9.77K

Jun 30, 26

0.13%

Sage Capital Advisors,llc

9.45K

Jun 30, 26

0.12%

Sanctuary Advisors, LLC

9.10K

Jun 30, 26

-387

0.12%

Grantvest Financial Group LLC

8.49K

Jun 30, 26

-1.51K

0.11%

Integrity Financial Corp /WA

8.49K

Jun 30, 26

-10

0.11%

FIRST TRUST ADVISORS LP

8.31K

Jun 30, 26

-25

0.11%

Capasso Planning Partners LLC

8.05K

Jun 30, 26

0.11%

Financial Network Wealth Advisors LLC

7.77K

Jun 30, 26

-68

0.10%

Atria Investments, Inc

7.63K

Jun 30, 26

-145

0.10%

Legacy Capital Wealth Partners, LLC

7.54K

Jun 30, 26

0.10%

CENTAURUS FINANCIAL, INC.

7.45K

Jun 30, 26

0.10%

Falcon Wealth Planning

7.28K

Jun 30, 26

0.10%

Beacon Pointe Advisors, LLC

7.14K

Jun 30, 26

0.09%

EVOLUTION WEALTH MANAGEMENT INC.

6.88K

Jun 30, 26

-1

0.09%

Ritter Daniher Financial Advisory LLC / DE

6.74K

Jun 30, 26

0.09%

Sowell Financial Services LLC

6.66K

Jun 30, 26

0.09%

Per Stirling Capital Management, LLC.

6.29K

Jun 30, 26

-5

0.08%

Clearstead Advisors, LLC

6.12K

Jun 30, 26

0.08%

Integrated Wealth Concepts LLC

6.07K

Jun 30, 26

0.08%

Janney Montgomery Scott LLC

5.75K

Jun 30, 26

0.08%

Oder Investment Management, LLC

5.60K

Jun 30, 26

-280

0.07%

ROYAL BANK OF CANADA

5.42K

Jun 30, 26

0.07%

ARBOR CAPITAL MANAGEMENT INC /ADV

5.41K

Jun 30, 26

-4.42K

0.07%

Prospera Financial Services Inc

5.32K

Jun 30, 26

0.07%

NewEdge Advisors, LLC

5.05K

Jun 30, 26

-125

0.07%

NBC SECURITIES, INC.

5.04K

Jun 30, 26

-2.95K

0.07%

CreativeOne Wealth, LLC

4.88K

Jun 30, 26

+81

0.06%

AQR CAPITAL MANAGEMENT LLC

4.72K

Jun 30, 26

-123

0.06%

Vertex Planning Partners, LLC

4.68K

Jun 30, 26

+4.68K

0.06%

Focus Financial Network, Inc.

4.56K

Jun 30, 26

-40

0.06%

Rockefeller Capital Management L.P.

4.53K

Jun 30, 26

-260

0.06%

Clark Capital Management Group, Inc.

4.47K

Jun 30, 26

0.06%

WEALTHGARDEN F.S. LLC

4.42K

Jun 30, 26

0.06%

Advyzon Investment Management, LLC

4.39K

Jun 30, 26

-1.28K

0.06%

Evergreen Wealth Solutions, LLC

4.34K

Jun 30, 26

-390

0.06%

Prime Capital Investment Advisors, LLC

4.00K

Jun 30, 26

+4.00K

0.05%

Savvy Advisors, Inc.

3.94K

Jun 30, 26

+3.94K

0.05%

BARCLAYS PLC

3.90K

Jun 30, 26

+2.23K

0.05%

SOA Wealth Advisors, LLC.

2.82K

Jun 30, 26

+86

0.04%

Allworth Financial LP

1.60K

Jun 30, 26

0.02%

Steward Partners Investment Advisory, LLC

1.45K

Jun 30, 26

0.02%

DHJJ Financial Advisors, Ltd.

1.11K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

1.07K

Jun 30, 26

-24

0.01%

Topsail Wealth Management, LLC

1.00K

Jun 30, 26

0.01%

VIMA LLC

921

Jun 30, 26

+921

0.01%

Pinnacle Bancorp, Inc.

606

Jun 30, 26

0.01%

ASSETMARK, INC

598

Jun 30, 26

0.01%

Financial Perspectives, Inc

550

Jun 30, 26

0.01%

Spire Wealth Management

450

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

148

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

144

Jun 30, 26

0.00%

AE Wealth Management LLC

117

Jun 30, 26

-251

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

MORGAN STANLEY

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-404

Cottage Street Advisors LLC

Jun 30, 26

-4.57K

CITADEL ADVISORS LLC

Jun 30, 26

-7.38K

Concurrent Investment Advisors, LLC

Jun 30, 26

-6.31K

Brinker Capital Investments, LLC

Jun 30, 26

-11.27K

CWM, LLC

76.31K

Mar 31, 26

-14.51K

1.00%

Sunbelt Securities, Inc.

27.10K

Mar 31, 26

-3.01K

0.36%

JOURNEY STRATEGIC WEALTH LLC

19.45K

Mar 31, 26

0.26%

Vivaldi Capital Management LP

7.32K

Mar 31, 26

0.10%

U.S. Capital Wealth Advisors, LLC

4.72K

Mar 31, 26

0.06%

BRASS TAX WEALTH MANAGEMENT, INC

107.36K

Sep 30, 25

-1.01K

1.41%

HICKORY ASSET MANAGEMENT, INC.

20.21K

Jun 30, 25

0.27%

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

1.75%

RAYMOND JAMES & ASSOCIATES

5.10K

Sep 30, 24

-2.38K

0.07%

Cetera Advisors LLC

125.40K

Mar 31, 24

+76.75K

1.65%

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

3.97%

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

0.14%

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

1.21%

ACCURATE INVESTMENT SOLUTIONS, INC.

820

Mar 31, 20

0.01%

Advisor Group, Inc.

13.43K

Dec 31, 19

+13.43K

0.18%