FT Vest U.S. Equity Buffer ETF - January(FJAN)

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FT Vest U.S. Equity Buffer ETF - January(FJAN)

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FJAN(FJAN)

FJAN

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

Institutional Ownership

Top 182 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	664.85K	Jun 30, 26	-7.14K	2.62%
Cetera Investment Advisers	585.82K	Jun 30, 26	-22.55K	2.31%
Rockefeller Capital Management L.P.	418.82K	Jun 30, 26	-786	1.65%
ASSETMARK, INC	298.01K	Jun 30, 26	+17.88K	1.18%
LPL Financial LLC	290.43K	Jun 30, 26	+8.02K	1.15%
Brookstone Capital Management	289.55K	Jun 30, 26	-27.07K	1.14%
RAYMOND JAMES FINANCIAL INC	255.93K	Jun 30, 26	-21.49K	1.01%
Janney Montgomery Scott LLC	246.69K	Jun 30, 26	+480	0.97%
MML INVESTORS SERVICES, LLC	220.46K	Jun 30, 26	+15.88K	0.87%
COMMONWEALTH EQUITY SERVICES, LLC	212.52K	Jun 30, 26	-8.03K	0.84%
First International Bank of Israel Ltd.	190.00K	Jun 30, 26	--	0.75%
SRS Capital Advisors, Inc.	189.96K	Jun 30, 26	+189.96K	0.75%
ADVISOR GROUP HOLDINGS, INC.	163.76K	Jun 30, 26	+38.02K	0.65%
Financial Services Advisory Inc	149.32K	Jun 30, 26	+149.32K	0.59%
Atria Investments, Inc	139.98K	Jun 30, 26	-14.14K	0.55%
REAP Financial Group, LLC	118.73K	Jun 30, 26	-3.45K	0.47%
STEPHENS INC /AR/	116.62K	Jun 30, 26	-7.36K	0.46%
Cambridge Investment Research Advisors, Inc.	115.32K	Jun 30, 26	-47.59K	0.45%
Kestra Advisory Services, LLC	107.68K	Jun 30, 26	-37.41K	0.42%
Foguth Wealth Management, LLC.	93.84K	Jun 30, 26	-3.10K	0.37%
SMART Wealth LLC	87.16K	Jun 30, 26	-20.44K	0.34%
Bleakley Financial Group, LLC	86.17K	Jun 30, 26	-4.12K	0.34%
Plotkin Financial Advisors, LLC	79.14K	Jun 30, 26	+25	0.31%
HighTower Advisors, LLC	71.28K	Jun 30, 26	+1.18K	0.28%
Sigma Planning Corp	70.51K	Jun 30, 26	+92	0.28%
CreativeOne Wealth, LLC	68.35K	Jun 30, 26	-2.45K	0.27%
Integrity Financial Corp /WA	64.80K	Jun 30, 26	-3.24K	0.26%
MGO ONE SEVEN LLC	59.55K	Jun 30, 26	-3.47K	0.23%
1776 Wealth LLC	58.58K	Jun 30, 26	--	0.23%
Private Advisor Group, LLC	57.36K	Jun 30, 26	-27.94K	0.23%
Keystone Wealth Services, LLC	53.05K	Jun 30, 26	-1.22K	0.21%
Independent Wealth Network Inc.	45.59K	Jun 30, 26	-1.65K	0.18%
Maia Wealth LLC	45.36K	Jun 30, 26	-1.04K	0.18%
Apollon Wealth Management, LLC	40.21K	Jun 30, 26	--	0.16%
Ambassador Advisors, LLC	37.50K	Jun 30, 26	-482	0.15%
Main Street Financial Solutions, LLC	37.06K	Jun 30, 26	-2.92K	0.15%
Strategic Blueprint, LLC	35.97K	Jun 30, 26	+18.45K	0.14%
HARBOUR INVESTMENTS, INC.	33.89K	Jun 30, 26	-2.40K	0.13%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	32.66K	Jun 30, 26	+137	0.13%
Ameritas Advisory Services, LLC	32.51K	Jun 30, 26	+20.73K	0.13%
MONEY CONCEPTS CAPITAL CORP	32.38K	Jun 30, 26	+9.53K	0.13%
Integrated Advisors Network LLC	31.94K	Jun 30, 26	-103	0.13%
Family Wealth Group, LLC	31.36K	Jun 30, 26	-624	0.12%
Mutual Advisors, LLC	30.59K	Jun 30, 26	-1.31K	0.12%
FOUNDERS FINANCIAL SECURITIES LLC	30.53K	Jun 30, 26	+1.59K	0.12%
Steward Partners Investment Advisory, LLC	30.05K	Jun 30, 26	-251	0.12%
Harvest Investment Services, LLC	29.82K	Jun 30, 26	+10.56K	0.12%
AE Wealth Management LLC	27.89K	Jun 30, 26	+490	0.11%
ROYAL BANK OF CANADA	27.72K	Jun 30, 26	-1.86K	0.11%
Tanglewood Legacy Advisors, LLC	27.50K	Jun 30, 26	-660	0.11%
TRUIST FINANCIAL CORP	27.21K	Jun 30, 26	-1.09K	0.11%
Signal Advisors Wealth, LLC	26.32K	Jun 30, 26	+155	0.10%
Ignite Planners, LLC	25.28K	Jun 30, 26	+8	0.10%
OPPENHEIMER & CO INC	24.74K	Jun 30, 26	+370	0.10%
Fragasso Group Inc.	24.64K	Jun 30, 26	-1.50K	0.10%
NewEdge Advisors, LLC	21.70K	Jun 30, 26	+1.42K	0.09%
Marshall Financial Group LLC	20.68K	Jun 30, 26	--	0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	20.46K	Jun 30, 26	+382	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.78K	Jun 30, 26	-2.67K	0.08%
FSB PREMIER WEALTH MANAGEMENT, INC.	19.59K	Jun 30, 26	-17	0.08%
VestGen Advisors, LLC	18.65K	Jun 30, 26	-1.40K	0.07%
PARK AVENUE SECURITIES LLC	18.15K	Jun 30, 26	-5.61K	0.07%
Hanlon Investment Management, Inc.	18.09K	Jun 30, 26	-732	0.07%
GREAT VALLEY ADVISOR GROUP, INC.	17.45K	Jun 30, 26	+1.89K	0.07%
Arkadios Wealth Advisors	17.25K	Jun 30, 26	-538	0.07%
Foundations Investment Advisors, LLC	17.22K	Jun 30, 26	-1.36K	0.07%
Prospera Financial Services Inc	17.17K	Jun 30, 26	-30.07K	0.07%
Evergreen Wealth Solutions, LLC	16.98K	Jun 30, 26	--	0.07%
Synergy Asset Management, LLC	16.88K	Jun 30, 26	-6.25K	0.07%
RFG Advisory, LLC	16.73K	Jun 30, 26	+1.88K	0.07%
Gallagher Fiduciary Advisors, LLC	15.40K	Jun 30, 26	-1.12K	0.06%
Outlook Wealth Advisors, LLC	15.26K	Jun 30, 26	+1.58K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	15.23K	Jun 30, 26	-209	0.06%
Concurrent Investment Advisors, LLC	15.20K	Jun 30, 26	+15	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.01K	Jun 30, 26	--	0.06%
CoreCap Advisors, LLC	14.74K	Jun 30, 26	+369	0.06%
Savvy Advisors, Inc.	14.05K	Jun 30, 26	-12	0.06%
Prosperity Consulting Group, LLC	13.71K	Jun 30, 26	-3.21K	0.05%
Mariner, LLC	13.63K	Jun 30, 26	+677	0.05%
INSIGNEO ADVISORY SERVICES, LLC	12.80K	Jun 30, 26	-1.25K	0.05%
Chris Bulman Inc	12.63K	Jun 30, 26	-1.47K	0.05%
DHJJ Financial Advisors, Ltd.	12.58K	Jun 30, 26	-45	0.05%
TFB Advisors LLC	12.41K	Jun 30, 26	+4.15K	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	12.22K	Jun 30, 26	+1.37K	0.05%
NOVEM GROUP	11.90K	Jun 30, 26	+775	0.05%
McKinley Carter Wealth Services, Inc.	11.14K	Jun 30, 26	--	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	11.11K	Jun 30, 26	-300	0.04%
Resources Investment Advisors, LLC.	10.93K	Jun 30, 26	-1.76K	0.04%
HRT FINANCIAL LP	10.64K	Jun 30, 26	+10.64K	0.04%
Sanctuary Advisors, LLC	10.42K	Jun 30, 26	--	0.04%
Archer Investment Corp	10.29K	Jun 30, 26	--	0.04%
Advisory Services Network, LLC	9.87K	Jun 30, 26	+191	0.04%
NBC SECURITIES, INC.	9.83K	Jun 30, 26	-306	0.04%
Clearstead Advisors, LLC	9.56K	Jun 30, 26	--	0.04%
Grantvest Financial Group LLC	9.50K	Jun 30, 26	-439	0.04%
AssuredPartners Investment Advisors, LLC	8.83K	Jun 30, 26	--	0.03%
Luken Investment Analytics, LLC	8.80K	Jun 30, 26	--	0.03%
WORLD EQUITY GROUP, INC.	8.70K	Jun 30, 26	-3.08K	0.03%
Accel Wealth Management	8.59K	Jun 30, 26	--	0.03%
Grant Street Asset Management, Inc.	8.58K	Jun 30, 26	--	0.03%
SILVER OAK SECURITIES, INCORPORATED	7.71K	Jun 30, 26	--	0.03%
Bison Wealth, LLC	7.59K	Jun 30, 26	--	0.03%
HBK Sorce Advisory LLC	7.13K	Jun 30, 26	--	0.03%
Kovack Advisors, Inc.	7.04K	Jun 30, 26	+129	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	6.65K	Jun 30, 26	--	0.03%
Sowell Financial Services LLC	6.54K	Jun 30, 26	-355	0.03%
AQR CAPITAL MANAGEMENT LLC	6.50K	Jun 30, 26	+1.50K	0.03%
Farther Finance Advisors, LLC	6.08K	Jun 30, 26	+2.66K	0.02%
Pensionmark Financial Group, LLC	6.08K	Jun 30, 26	+1.23K	0.02%
IFP Advisors, Inc	6.07K	Jun 30, 26	-950	0.02%
Wood Tarver Financial Group, LLC	6.06K	Jun 30, 26	+6.06K	0.02%
Capital Asset Advisory Services LLC	5.93K	Jun 30, 26	+5.93K	0.02%
SEEDS INVESTOR LLC	5.68K	Jun 30, 26	-1	0.02%
Gateway Wealth Partners, LLC	5.09K	Jun 30, 26	-1.75K	0.02%
JPMORGAN CHASE & CO	5.03K	Jun 30, 26	-3.36K	0.02%
SCOTIA CAPITAL INC.	4.97K	Jun 30, 26	--	0.02%
KRAEMATON INVESTMENT ADVISORS, INC	4.95K	Jun 30, 26	-350	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.89K	Jun 30, 26	-1.50K	0.02%
Envestnet Portfolio Solutions, Inc.	4.89K	Jun 30, 26	-517	0.02%
StoneX Group Inc.	4.75K	Jun 30, 26	+4.75K	0.02%
Integrated Wealth Concepts LLC	4.74K	Jun 30, 26	--	0.02%
Valtinson Bruner Financial Planning LLC	4.54K	Jun 30, 26	--	0.02%
SOA Wealth Advisors, LLC.	4.54K	Jun 30, 26	--	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	4.51K	Jun 30, 26	+4.51K	0.02%
Gerber Kawasaki Wealth & Investment Management	4.25K	Jun 30, 26	--	0.02%
Cornerstone Wealth Group, LLC	4.23K	Jun 30, 26	--	0.02%
Buck Wealth Strategies, LLC	3.98K	Jun 30, 26	--	0.02%
Elmwood Wealth Management, Inc.	3.94K	Jun 30, 26	+3.94K	0.02%
NATIONAL BANK OF CANADA /FI/	3.20K	Jun 30, 26	--	0.01%
Triumph Capital Management	3.00K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	2.50K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	2.38K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	2.15K	Jun 30, 26	--	0.01%
Financial Network Wealth Advisors LLC	1.89K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	1.65K	Jun 30, 26	+1.65K	0.01%
Aptus Capital Advisors, LLC	1.50K	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	1.04K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	1.00K	Jun 30, 26	--	0.00%
MORGAN STANLEY	824	Jun 30, 26	--	0.00%
BARCLAYS PLC	407	Jun 30, 26	+407	0.00%
CX Institutional	365	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	300	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	274	Jun 30, 26	+274	0.00%
Ritter Daniher Financial Advisory LLC / DE	250	Jun 30, 26	--	0.00%
Larson Financial Group LLC	226	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	219	Jun 30, 26	+219	0.00%
UBS Group AG	1	Jun 30, 26	-9	0.00%
Uniting Wealth Partners, LLC	--	Jun 30, 26	-4.00K	--
1ST SOURCE BANK	--	Jun 30, 26	-6.28K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-310	--
MAI Capital Management	--	Jun 30, 26	-919	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-13.88K	--
Park Square Financial Group, LLC	--	Jun 30, 26	-143	--
Sound Income Strategies, LLC	--	Jun 30, 26	-24	--
ARBOR CAPITAL MANAGEMENT INC /ADV	--	Jun 30, 26	-4.43K	--
Csenge Advisory Group	--	Jun 30, 26	-8.99K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-8.96K	--
CWM, LLC	294.20K	Mar 31, 26	+195.93K	1.16%
U.S. Capital Wealth Advisors, LLC	181.91K	Mar 31, 26	+25.10K	0.72%
Anfield Capital Management, LLC	67.64K	Mar 31, 26	-1.45K	0.27%
Sunbelt Securities, Inc.	48.22K	Mar 31, 26	+3.33K	0.19%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	22.17K	Mar 31, 26	+8.29K	0.09%
CENTAURUS FINANCIAL, INC.	21.01K	Mar 31, 26	+3.39K	0.08%
JOURNEY STRATEGIC WEALTH LLC	5.07K	Mar 31, 26	--	0.02%
Catalina Capital Group, LLC	4.69K	Mar 31, 26	--	0.02%
Kingsview Wealth Management, LLC	4.12K	Mar 31, 26	+4.12K	0.02%
McCarthy & Cox	--	Dec 31, 25	-16.98K	--
Bullseye Investment Management, LLC	7.75K	Sep 30, 25	--	0.03%
Atria Wealth Solutions, Inc.	5.38K	Jun 30, 25	-27.53K	0.02%
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-6.03K	--
Orion Portfolio Solutions, LLC	8.39K	Mar 31, 25	+2.65K	0.03%
Raymond James Financial Services Advisors, Inc.	332.19K	Sep 30, 24	-26.49K	1.31%
RAYMOND JAMES & ASSOCIATES	53.08K	Sep 30, 24	-34.46K	0.21%
BENJAMIN F. EDWARDS & COMPANY, INC.	814	Jun 30, 24	+814	0.00%
Cetera Advisor Networks LLC	143.33K	Mar 31, 24	+110.65K	0.57%
Cetera Advisors LLC	96.94K	Mar 31, 24	+42.57K	0.38%
EisnerAmper Wealth Management Corporate Benefits, LLC	109.52K	Dec 31, 23	-7.38K	0.43%
Truadvice, LLC	106.72K	Sep 30, 23	-4.49K	0.42%
TRUSTCORE FINANCIAL SERVICES, LLC	820	Dec 31, 22	--	0.00%
American Portfolios Advisors	16.02K	Sep 30, 22	-50	0.06%
Strategic Asset Management, LLC	12.01K	Sep 30, 22	+390	0.05%
B. Riley Wealth Management, Inc.	11.70K	Jun 30, 22	+11.70K	0.05%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

664.85K

Jun 30, 26

-7.14K

2.62%

Cetera Investment Advisers

585.82K

Jun 30, 26

-22.55K

2.31%

Rockefeller Capital Management L.P.

418.82K

Jun 30, 26

-786

1.65%

ASSETMARK, INC

298.01K

Jun 30, 26

+17.88K

1.18%

LPL Financial LLC

290.43K

Jun 30, 26

+8.02K

1.15%

Brookstone Capital Management

289.55K

Jun 30, 26

-27.07K

1.14%

RAYMOND JAMES FINANCIAL INC

255.93K

Jun 30, 26

-21.49K

1.01%

Janney Montgomery Scott LLC

246.69K

Jun 30, 26

+480

0.97%

MML INVESTORS SERVICES, LLC

220.46K

Jun 30, 26

+15.88K

0.87%

COMMONWEALTH EQUITY SERVICES, LLC

212.52K

Jun 30, 26

-8.03K

0.84%

First International Bank of Israel Ltd.

190.00K

Jun 30, 26

0.75%

SRS Capital Advisors, Inc.

189.96K

Jun 30, 26

+189.96K

0.75%

ADVISOR GROUP HOLDINGS, INC.

163.76K

Jun 30, 26

+38.02K

0.65%

Financial Services Advisory Inc

149.32K

Jun 30, 26

+149.32K

0.59%

Atria Investments, Inc

139.98K

Jun 30, 26

-14.14K

0.55%

REAP Financial Group, LLC

118.73K

Jun 30, 26

-3.45K

0.47%

STEPHENS INC /AR/

116.62K

Jun 30, 26

-7.36K

0.46%

Cambridge Investment Research Advisors, Inc.

115.32K

Jun 30, 26

-47.59K

0.45%

Kestra Advisory Services, LLC

107.68K

Jun 30, 26

-37.41K

0.42%

Foguth Wealth Management, LLC.

93.84K

Jun 30, 26

-3.10K

0.37%

SMART Wealth LLC

87.16K

Jun 30, 26

-20.44K

0.34%

Bleakley Financial Group, LLC

86.17K

Jun 30, 26

-4.12K

0.34%

Plotkin Financial Advisors, LLC

79.14K

Jun 30, 26

+25

0.31%

HighTower Advisors, LLC

71.28K

Jun 30, 26

+1.18K

0.28%

Sigma Planning Corp

70.51K

Jun 30, 26

+92

0.28%

CreativeOne Wealth, LLC

68.35K

Jun 30, 26

-2.45K

0.27%

Integrity Financial Corp /WA

64.80K

Jun 30, 26

-3.24K

0.26%

MGO ONE SEVEN LLC

59.55K

Jun 30, 26

-3.47K

0.23%

1776 Wealth LLC

58.58K

Jun 30, 26

0.23%

Private Advisor Group, LLC

57.36K

Jun 30, 26

-27.94K

0.23%

Keystone Wealth Services, LLC

53.05K

Jun 30, 26

-1.22K

0.21%

Independent Wealth Network Inc.

45.59K

Jun 30, 26

-1.65K

0.18%

Maia Wealth LLC

45.36K

Jun 30, 26

-1.04K

0.18%

Apollon Wealth Management, LLC

40.21K

Jun 30, 26

0.16%

Ambassador Advisors, LLC

37.50K

Jun 30, 26

-482

0.15%

Main Street Financial Solutions, LLC

37.06K

Jun 30, 26

-2.92K

0.15%

Strategic Blueprint, LLC

35.97K

Jun 30, 26

+18.45K

0.14%

HARBOUR INVESTMENTS, INC.

33.89K

Jun 30, 26

-2.40K

0.13%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

32.66K

Jun 30, 26

+137

0.13%

Ameritas Advisory Services, LLC

32.51K

Jun 30, 26

+20.73K

0.13%

MONEY CONCEPTS CAPITAL CORP

32.38K

Jun 30, 26

+9.53K

0.13%

Integrated Advisors Network LLC

31.94K

Jun 30, 26

-103

0.13%

Family Wealth Group, LLC

31.36K

Jun 30, 26

-624

0.12%

Mutual Advisors, LLC

30.59K

Jun 30, 26

-1.31K

0.12%

FOUNDERS FINANCIAL SECURITIES LLC

30.53K

Jun 30, 26

+1.59K

0.12%

Steward Partners Investment Advisory, LLC

30.05K

Jun 30, 26

-251

0.12%

Harvest Investment Services, LLC

29.82K

Jun 30, 26

+10.56K

0.12%

AE Wealth Management LLC

27.89K

Jun 30, 26

+490

0.11%

ROYAL BANK OF CANADA

27.72K

Jun 30, 26

-1.86K

0.11%

Tanglewood Legacy Advisors, LLC

27.50K

Jun 30, 26

-660

0.11%

TRUIST FINANCIAL CORP

27.21K

Jun 30, 26

-1.09K

0.11%

Signal Advisors Wealth, LLC

26.32K

Jun 30, 26

+155

0.10%

Ignite Planners, LLC

25.28K

Jun 30, 26

0.10%

OPPENHEIMER & CO INC

24.74K

Jun 30, 26

+370

0.10%

Fragasso Group Inc.

24.64K

Jun 30, 26

-1.50K

0.10%

NewEdge Advisors, LLC

21.70K

Jun 30, 26

+1.42K

0.09%

Marshall Financial Group LLC

20.68K

Jun 30, 26

0.08%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

20.46K

Jun 30, 26

+382

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.78K

Jun 30, 26

-2.67K

0.08%

FSB PREMIER WEALTH MANAGEMENT, INC.

19.59K

Jun 30, 26

-17

0.08%

VestGen Advisors, LLC

18.65K

Jun 30, 26

-1.40K

0.07%

PARK AVENUE SECURITIES LLC

18.15K

Jun 30, 26

-5.61K

0.07%

Hanlon Investment Management, Inc.

18.09K

Jun 30, 26

-732

0.07%

GREAT VALLEY ADVISOR GROUP, INC.

17.45K

Jun 30, 26

+1.89K

0.07%

Arkadios Wealth Advisors

17.25K

Jun 30, 26

-538

0.07%

Foundations Investment Advisors, LLC

17.22K

Jun 30, 26

-1.36K

0.07%

Prospera Financial Services Inc

17.17K

Jun 30, 26

-30.07K

0.07%

Evergreen Wealth Solutions, LLC

16.98K

Jun 30, 26

0.07%

Synergy Asset Management, LLC

16.88K

Jun 30, 26

-6.25K

0.07%

RFG Advisory, LLC

16.73K

Jun 30, 26

+1.88K

0.07%

Gallagher Fiduciary Advisors, LLC

15.40K

Jun 30, 26

-1.12K

0.06%

Outlook Wealth Advisors, LLC

15.26K

Jun 30, 26

+1.58K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

15.23K

Jun 30, 26

-209

0.06%

Concurrent Investment Advisors, LLC

15.20K

Jun 30, 26

+15

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.01K

Jun 30, 26

0.06%

CoreCap Advisors, LLC

14.74K

Jun 30, 26

+369

0.06%

Savvy Advisors, Inc.

14.05K

Jun 30, 26

-12

0.06%

Prosperity Consulting Group, LLC

13.71K

Jun 30, 26

-3.21K

0.05%

Mariner, LLC

13.63K

Jun 30, 26

+677

0.05%

INSIGNEO ADVISORY SERVICES, LLC

12.80K

Jun 30, 26

-1.25K

0.05%

Chris Bulman Inc

12.63K

Jun 30, 26

-1.47K

0.05%

DHJJ Financial Advisors, Ltd.

12.58K

Jun 30, 26

-45

0.05%

TFB Advisors LLC

12.41K

Jun 30, 26

+4.15K

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

12.22K

Jun 30, 26

+1.37K

0.05%

NOVEM GROUP

11.90K

Jun 30, 26

+775

0.05%

McKinley Carter Wealth Services, Inc.

11.14K

Jun 30, 26

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

11.11K

Jun 30, 26

-300

0.04%

Resources Investment Advisors, LLC.

10.93K

Jun 30, 26

-1.76K

0.04%

HRT FINANCIAL LP

10.64K

Jun 30, 26

+10.64K

0.04%

Sanctuary Advisors, LLC

10.42K

Jun 30, 26

0.04%

Archer Investment Corp

10.29K

Jun 30, 26

0.04%

Advisory Services Network, LLC

9.87K

Jun 30, 26

+191

0.04%

NBC SECURITIES, INC.

9.83K

Jun 30, 26

-306

0.04%

Clearstead Advisors, LLC

9.56K

Jun 30, 26

0.04%

Grantvest Financial Group LLC

9.50K

Jun 30, 26

-439

0.04%

AssuredPartners Investment Advisors, LLC

8.83K

Jun 30, 26

0.03%

Luken Investment Analytics, LLC

8.80K

Jun 30, 26

0.03%

WORLD EQUITY GROUP, INC.

8.70K

Jun 30, 26

-3.08K

0.03%

Accel Wealth Management

8.59K

Jun 30, 26

0.03%

Grant Street Asset Management, Inc.

8.58K

Jun 30, 26

0.03%

SILVER OAK SECURITIES, INCORPORATED

7.71K

Jun 30, 26

0.03%

Bison Wealth, LLC

7.59K

Jun 30, 26

0.03%

HBK Sorce Advisory LLC

7.13K

Jun 30, 26

0.03%

Kovack Advisors, Inc.

7.04K

Jun 30, 26

+129

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

6.65K

Jun 30, 26

0.03%

Sowell Financial Services LLC

6.54K

Jun 30, 26

-355

0.03%

AQR CAPITAL MANAGEMENT LLC

6.50K

Jun 30, 26

+1.50K

0.03%

Farther Finance Advisors, LLC

6.08K

Jun 30, 26

+2.66K

0.02%

Pensionmark Financial Group, LLC

6.08K

Jun 30, 26

+1.23K

0.02%

IFP Advisors, Inc

6.07K

Jun 30, 26

-950

0.02%

Wood Tarver Financial Group, LLC

6.06K

Jun 30, 26

+6.06K

0.02%

Capital Asset Advisory Services LLC

5.93K

Jun 30, 26

+5.93K

0.02%

SEEDS INVESTOR LLC

5.68K

Jun 30, 26

-1

0.02%

Gateway Wealth Partners, LLC

5.09K

Jun 30, 26

-1.75K

0.02%

JPMORGAN CHASE & CO

5.03K

Jun 30, 26

-3.36K

0.02%

SCOTIA CAPITAL INC.

4.97K

Jun 30, 26

0.02%

KRAEMATON INVESTMENT ADVISORS, INC

4.95K

Jun 30, 26

-350

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.89K

Jun 30, 26

-1.50K

0.02%

Envestnet Portfolio Solutions, Inc.

4.89K

Jun 30, 26

-517

0.02%

StoneX Group Inc.

4.75K

Jun 30, 26

+4.75K

0.02%

Integrated Wealth Concepts LLC

4.74K

Jun 30, 26

0.02%

Valtinson Bruner Financial Planning LLC

4.54K

Jun 30, 26

0.02%

SOA Wealth Advisors, LLC.

4.54K

Jun 30, 26

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

4.51K

Jun 30, 26

+4.51K

0.02%

Gerber Kawasaki Wealth & Investment Management

4.25K

Jun 30, 26

0.02%

Cornerstone Wealth Group, LLC

4.23K

Jun 30, 26

0.02%

Buck Wealth Strategies, LLC

3.98K

Jun 30, 26

0.02%

Elmwood Wealth Management, Inc.

3.94K

Jun 30, 26

+3.94K

0.02%

NATIONAL BANK OF CANADA /FI/

3.20K

Jun 30, 26

0.01%

Triumph Capital Management

3.00K

Jun 30, 26

0.01%

Capital Analysts, LLC

2.50K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

2.38K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

2.15K

Jun 30, 26

0.01%

Financial Network Wealth Advisors LLC

1.89K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

1.65K

Jun 30, 26

+1.65K

0.01%

Aptus Capital Advisors, LLC

1.50K

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

1.04K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

1.00K

Jun 30, 26

0.00%

MORGAN STANLEY

824

Jun 30, 26

0.00%

BARCLAYS PLC

407

Jun 30, 26

+407

0.00%

CX Institutional

365

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

300

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

274

Jun 30, 26

+274

0.00%

Ritter Daniher Financial Advisory LLC / DE

250

Jun 30, 26

0.00%

Larson Financial Group LLC

226

Jun 30, 26

0.00%

Continuum Advisory, LLC

219

Jun 30, 26

+219

0.00%

UBS Group AG

Jun 30, 26

-9

0.00%

Uniting Wealth Partners, LLC

Jun 30, 26

-4.00K

1ST SOURCE BANK

Jun 30, 26

-6.28K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-310

MAI Capital Management

Jun 30, 26

-919

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-13.88K

Park Square Financial Group, LLC

Jun 30, 26

-143

Sound Income Strategies, LLC

Jun 30, 26

-24

ARBOR CAPITAL MANAGEMENT INC /ADV

Jun 30, 26

-4.43K

Csenge Advisory Group

Jun 30, 26

-8.99K

Brinker Capital Investments, LLC

Jun 30, 26

-8.96K

CWM, LLC

294.20K

Mar 31, 26

+195.93K

1.16%

U.S. Capital Wealth Advisors, LLC

181.91K

Mar 31, 26

+25.10K

0.72%

Anfield Capital Management, LLC

67.64K

Mar 31, 26

-1.45K

0.27%

Sunbelt Securities, Inc.

48.22K

Mar 31, 26

+3.33K

0.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

22.17K

Mar 31, 26

+8.29K

0.09%

CENTAURUS FINANCIAL, INC.

21.01K

Mar 31, 26

+3.39K

0.08%

JOURNEY STRATEGIC WEALTH LLC

5.07K

Mar 31, 26

0.02%

Catalina Capital Group, LLC

4.69K

Mar 31, 26

0.02%

Kingsview Wealth Management, LLC

4.12K

Mar 31, 26

+4.12K

0.02%

McCarthy & Cox

Dec 31, 25

-16.98K

Bullseye Investment Management, LLC

7.75K

Sep 30, 25

0.03%

Atria Wealth Solutions, Inc.

5.38K

Jun 30, 25

-27.53K

0.02%

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-6.03K

Orion Portfolio Solutions, LLC

8.39K

Mar 31, 25

+2.65K

0.03%

Raymond James Financial Services Advisors, Inc.

332.19K

Sep 30, 24

-26.49K

1.31%

RAYMOND JAMES & ASSOCIATES

53.08K

Sep 30, 24

-34.46K

0.21%

BENJAMIN F. EDWARDS & COMPANY, INC.

814

Jun 30, 24

+814

0.00%

Cetera Advisor Networks LLC

143.33K

Mar 31, 24

+110.65K

0.57%

Cetera Advisors LLC

96.94K

Mar 31, 24

+42.57K

0.38%

EisnerAmper Wealth Management Corporate Benefits, LLC

109.52K

Dec 31, 23

-7.38K

0.43%

Truadvice, LLC

106.72K

Sep 30, 23

-4.49K

0.42%

TRUSTCORE FINANCIAL SERVICES, LLC

820

Dec 31, 22

0.00%

American Portfolios Advisors

16.02K

Sep 30, 22

-50

0.06%

Strategic Asset Management, LLC

12.01K

Sep 30, 22

+390

0.05%

B. Riley Wealth Management, Inc.

11.70K

Jun 30, 22

+11.70K

0.05%