FT Vest U.S. Equity Buffer ETF - September(FSEP)

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FT Vest U.S. Equity Buffer ETF - September(FSEP)

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$56.52—

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FSEP(FSEP)

FSEP

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

Institutional Ownership

Top 196 Institutional Holders

Holder	Shares	Date	Change	% Held
Wealthcare Advisory Partners LLC	741.91K	Jun 30, 26	+8.01K	3.41%
ASSETMARK, INC	298.15K	Jun 30, 26	+18.16K	1.37%
Cetera Investment Advisers	217.85K	Jun 30, 26	-150.22K	1.00%
LPL Financial LLC	212.43K	Jun 30, 26	-28.21K	0.98%
ENVESTNET ASSET MANAGEMENT INC	196.81K	Jun 30, 26	-291.15K	0.90%
COMMONWEALTH EQUITY SERVICES, LLC	191.16K	Jun 30, 26	-11.90K	0.88%
REAP Financial Group, LLC	125.55K	Jun 30, 26	-12.41K	0.58%
Kestra Advisory Services, LLC	110.99K	Jun 30, 26	-51.45K	0.51%
Keystone Wealth Services, LLC	93.48K	Jun 30, 26	-800	0.43%
Strategic Blueprint, LLC	84.74K	Jun 30, 26	-19.03K	0.39%
MML INVESTORS SERVICES, LLC	84.07K	Jun 30, 26	+16.39K	0.39%
1776 Wealth LLC	73.41K	Jun 30, 26	--	0.34%
Cambridge Investment Research Advisors, Inc.	69.28K	Jun 30, 26	+909	0.32%
Prospera Financial Services Inc	69.16K	Jun 30, 26	-285	0.32%
HARBOUR INVESTMENTS, INC.	67.19K	Jun 30, 26	-5.94K	0.31%
Fragasso Group Inc.	60.52K	Jun 30, 26	-776	0.28%
ERn Financial, LLC	42.84K	Jun 30, 26	-187	0.20%
Integrity Financial Corp /WA	42.12K	Jun 30, 26	-923	0.19%
Steward Partners Investment Advisory, LLC	34.88K	Jun 30, 26	-1.81K	0.16%
Rockefeller Capital Management L.P.	32.51K	Jun 30, 26	-1.87K	0.15%
Gerber Kawasaki Wealth & Investment Management	31.87K	Jun 30, 26	-400	0.15%
Sloy Dahl & Holst, LLC	30.48K	Jun 30, 26	--	0.14%
FOUNDERS FINANCIAL SECURITIES LLC	30.39K	Jun 30, 26	+1.63K	0.14%
Family Wealth Group, LLC	28.84K	Jun 30, 26	-30	0.13%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	27.80K	Jun 30, 26	-47	0.13%
Janney Montgomery Scott LLC	26.97K	Jun 30, 26	-179	0.12%
McKinley Carter Wealth Services, Inc.	26.41K	Jun 30, 26	--	0.12%
Mariner, LLC	25.72K	Jun 30, 26	+269	0.12%
Bleakley Financial Group, LLC	24.70K	Jun 30, 26	--	0.11%
Signal Advisors Wealth, LLC	24.56K	Jun 30, 26	-13.16K	0.11%
Octavia Wealth Advisors, LLC	24.45K	Jun 30, 26	--	0.11%
Accel Wealth Management	21.69K	Jun 30, 26	-1.49K	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	21.68K	Jun 30, 26	-31	0.10%
MGO ONE SEVEN LLC	21.61K	Jun 30, 26	-410	0.10%
LEGACY SOLUTIONS, LLC	20.67K	Jun 30, 26	-2.41K	0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC	20.10K	Jun 30, 26	--	0.09%
TRUIST FINANCIAL CORP	19.82K	Jun 30, 26	-6.13K	0.09%
Clear Creek Financial Management, LLC	19.18K	Jun 30, 26	--	0.09%
Wood Tarver Financial Group, LLC	19.13K	Jun 30, 26	-2.41K	0.09%
SILVER OAK SECURITIES, INCORPORATED	18.86K	Jun 30, 26	--	0.09%
CoreCap Advisors, LLC	17.55K	Jun 30, 26	+402	0.08%
RFG Advisory, LLC	17.34K	Jun 30, 26	+1.89K	0.08%
DHJJ Financial Advisors, Ltd.	17.11K	Jun 30, 26	-479	0.08%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	16.90K	Jun 30, 26	-2.00K	0.08%
Sanctuary Advisors, LLC	16.14K	Jun 30, 26	--	0.07%
Concurrent Investment Advisors, LLC	15.75K	Jun 30, 26	-65	0.07%
LM Advisors LLC	14.62K	Jun 30, 26	+14.62K	0.07%
BEACON FINANCIAL GROUP	14.56K	Jun 30, 26	-2.90K	0.07%
CreativeOne Wealth, LLC	13.88K	Jun 30, 26	-53.46K	0.06%
JPMORGAN CHASE & CO	13.81K	Jun 30, 26	+12.99K	0.06%
KINGSWOOD WEALTH ADVISORS, LLC	13.76K	Jun 30, 26	-1.90K	0.06%
SWMG, LLC	13.62K	Jun 30, 26	--	0.06%
ACT Advisors, LLC.	12.47K	Jun 30, 26	--	0.06%
TFB Advisors LLC	12.46K	Jun 30, 26	+4.16K	0.06%
Main Street Financial Solutions, LLC	11.90K	Jun 30, 26	-391	0.05%
NewEdge Advisors, LLC	11.67K	Jun 30, 26	-90.77K	0.05%
Ignite Planners, LLC	11.64K	Jun 30, 26	-372	0.05%
Chris Bulman Inc	11.47K	Jun 30, 26	-114	0.05%
Colony Group, LLC	10.90K	Jun 30, 26	+5.30K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	10.22K	Jun 30, 26	-13	0.05%
Merit Financial Group, LLC	10.14K	Jun 30, 26	-3.67K	0.05%
MORGAN STANLEY	9.55K	Jun 30, 26	+1.20K	0.04%
Snowden Capital Advisors LLC	9.32K	Jun 30, 26	+200	0.04%
NOVEM GROUP	9.13K	Jun 30, 26	--	0.04%
PARK AVENUE SECURITIES LLC	8.53K	Jun 30, 26	-304	0.04%
HighTower Advisors, LLC	8.40K	Jun 30, 26	--	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.28K	Jun 30, 26	--	0.04%
Diversify Advisory Services, LLC	8.28K	Jun 30, 26	+8.28K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.11K	Jun 30, 26	-52	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.44K	Jun 30, 26	-800	0.03%
Summit Wealth Partners, LLC	7.31K	Jun 30, 26	--	0.03%
AE Wealth Management LLC	7.24K	Jun 30, 26	-80	0.03%
STEPHENS INC /AR/	6.70K	Jun 30, 26	--	0.03%
StoneX Group Inc.	6.47K	Jun 30, 26	+6.47K	0.03%
Apollon Wealth Management, LLC	6.22K	Jun 30, 26	--	0.03%
Sowell Financial Services LLC	6.13K	Jun 30, 26	-356	0.03%
Share Andrew L.	6.00K	Jun 30, 26	--	0.03%
Allie Family Office LLC	5.95K	Jun 30, 26	--	0.03%
SOA Wealth Advisors, LLC.	5.81K	Jun 30, 26	-218	0.03%
FIRST TRUST ADVISORS LP	5.54K	Jun 30, 26	-212	0.03%
Farther Finance Advisors, LLC	5.52K	Jun 30, 26	+2.26K	0.03%
ARBOR CAPITAL MANAGEMENT INC /ADV	5.50K	Jun 30, 26	-2.05K	0.03%
WEALTHGARDEN F.S. LLC	5.33K	Jun 30, 26	-10.83K	0.02%
Gateway Wealth Partners, LLC	5.11K	Jun 30, 26	-1.76K	0.02%
BROWN WEALTH MANAGEMENT, LLC	5.10K	Jun 30, 26	--	0.02%
MBL Wealth, LLC	5.08K	Jun 30, 26	+150	0.02%
Csenge Advisory Group	5.04K	Jun 30, 26	-211	0.02%
Brookstone Capital Management	5.00K	Jun 30, 26	-8.30K	0.02%
Archer Investment Corp	4.95K	Jun 30, 26	--	0.02%
Prosperity Consulting Group, LLC	4.84K	Jun 30, 26	--	0.02%
FORTRESS PRIVATE LEDGER, LLC	4.78K	Jun 30, 26	-214	0.02%
Noble Wealth Management PBC	4.51K	Jun 30, 26	-1.52K	0.02%
Savvy Advisors, Inc.	4.36K	Jun 30, 26	-250	0.02%
CITIZENS FINANCIAL GROUP INC/RI	4.04K	Jun 30, 26	--	0.02%
Ambassador Advisors, LLC	3.96K	Jun 30, 26	-28	0.02%
Cypress Capital Group	3.84K	Jun 30, 26	+3.84K	0.02%
Sigma Planning Corp	3.66K	Jun 30, 26	+3.66K	0.02%
Avion Wealth	3.65K	Jun 30, 26	-304	0.02%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	3.64K	Jun 30, 26	+3.64K	0.02%
NBC SECURITIES, INC.	3.61K	Jun 30, 26	-1.54K	0.02%
IFP Advisors, Inc	3.37K	Jun 30, 26	--	0.02%
Capital Analysts, LLC	3.01K	Jun 30, 26	--	0.01%
Parallel Advisors, LLC	3.00K	Jun 30, 26	--	0.01%
Tanglewood Legacy Advisors, LLC	2.82K	Jun 30, 26	-107	0.01%
Buck Wealth Strategies, LLC	2.52K	Jun 30, 26	+2.52K	0.01%
Darwin Wealth Management, LLC	1.72K	Jun 30, 26	--	0.01%
ALBION FINANCIAL GROUP /UT	1.60K	Jun 30, 26	--	0.01%
Topsail Wealth Management, LLC	1.14K	Jun 30, 26	--	0.01%
Financial Network Wealth Advisors LLC	1.12K	Jun 30, 26	--	0.01%
PFS Partners, LLC	675	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	500	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	300	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	276	Jun 30, 26	+276	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	259	Jun 30, 26	+1	0.00%
Continuum Advisory, LLC	221	Jun 30, 26	+221	0.00%
Integrated Wealth Concepts LLC	109	Jun 30, 26	+109	0.00%
N.E.W. Advisory Services LLC	90	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	18	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	16	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	9	Jun 30, 26	--	0.00%
Atria Investments, Inc	--	Jun 30, 26	-145.84K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-11.21K	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-4.36K	--
Hanlon Investment Management, Inc.	--	Jun 30, 26	-17.67K	--
VestGen Advisors, LLC	--	Jun 30, 26	-18.93K	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-5.83K	--
Envestnet Portfolio Solutions, Inc.	--	Jun 30, 26	-4.85K	--
CWM, LLC	425.05K	Mar 31, 26	-27.20K	1.95%
Cetera Investment Advisers	368.07K	Mar 31, 26	-13.26K	1.69%
ADVISOR GROUP HOLDINGS, INC.	278.92K	Mar 31, 26	-29.61K	1.28%
RAYMOND JAMES FINANCIAL INC	196.08K	Mar 31, 26	-22.49K	0.90%
NewEdge Advisors, LLC	102.44K	Mar 31, 26	+87.59K	0.47%
CreativeOne Wealth, LLC	67.34K	Mar 31, 26	-5.88K	0.31%
Steward Partners Investment Advisory, LLC	36.70K	Mar 31, 26	-50	0.17%
Rockefeller Capital Management L.P.	34.37K	Mar 31, 26	+12.99K	0.16%
Sloy Dahl & Holst, LLC	30.48K	Mar 31, 26	--	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.57K	Mar 31, 26	+24.57K	0.11%
BECK CAPITAL MANAGEMENT, LLC	24.47K	Mar 31, 26	+2.69K	0.11%
ROYAL BANK OF CANADA	24.06K	Mar 31, 26	-626	0.11%
American Alpha Advisors, LLC	22.46K	Mar 31, 26	-8	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	21.71K	Mar 31, 26	-1	0.10%
CENTAURUS FINANCIAL, INC.	21.11K	Mar 31, 26	--	0.10%
COZAD ASSET MANAGEMENT INC	18.77K	Mar 31, 26	+634	0.09%
Gallagher Fiduciary Advisors, LLC	16.30K	Mar 31, 26	-1.33K	0.07%
Sanctuary Advisors, LLC	16.14K	Mar 31, 26	-2.16K	0.07%
Beacon Pointe Advisors, LLC	15.59K	Mar 31, 26	-2.33K	0.07%
Foundations Investment Advisors, LLC	13.98K	Mar 31, 26	-4.57K	0.06%
Evergreen Wealth Solutions, LLC	13.68K	Mar 31, 26	+510	0.06%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	13.29K	Mar 31, 26	+1.11K	0.06%
Harvest Investment Services, LLC	13.14K	Mar 31, 26	-76	0.06%
Mutual Advisors, LLC	11.54K	Mar 31, 26	-11	0.05%
OLD MISSION CAPITAL LLC	10.32K	Mar 31, 26	-2.80K	0.05%
Sunbelt Securities, Inc.	10.22K	Mar 31, 26	+996	0.05%
Ameritas Advisory Services, LLC	9.83K	Mar 31, 26	+684	0.05%
CITADEL ADVISORS LLC	9.66K	Mar 31, 26	+9.66K	0.04%
AQR CAPITAL MANAGEMENT LLC	9.49K	Mar 31, 26	+9.49K	0.04%
MORGAN STANLEY	8.35K	Mar 31, 26	--	0.04%
Catalina Capital Group, LLC	7.77K	Mar 31, 26	--	0.04%
INSIGNEO ADVISORY SERVICES, LLC	7.49K	Mar 31, 26	-1.13K	0.03%
Allie Family Office LLC	5.95K	Mar 31, 26	--	0.03%
Colony Group, LLC	5.60K	Mar 31, 26	--	0.03%
Prosperity Consulting Group, LLC	4.84K	Mar 31, 26	--	0.02%
Waverly Advisors, LLC	4.67K	Mar 31, 26	--	0.02%
Pensionmark Financial Group, LLC	4.63K	Mar 31, 26	-272	0.02%
Sequent Planning LLC	4.44K	Mar 31, 26	-2	0.02%
BARCLAYS PLC	1.62K	Mar 31, 26	-1.28K	0.01%
JONES FINANCIAL COMPANIES LLLP	1.50K	Mar 31, 26	+1.50K	0.01%
Glen Eagle Advisors, LLC	1.30K	Mar 31, 26	--	0.01%
Topsail Wealth Management, LLC	1.14K	Mar 31, 26	--	0.01%
WELLS FARGO & COMPANY/MN	723	Mar 31, 26	+351	0.00%
Ameritas Investment Partners, Inc.	500	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	258	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	9	Mar 31, 26	-69	0.00%
Navis Wealth Advisors, LLC	--	Mar 31, 26	-3.96K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-4.60K	--
GTS SECURITIES LLC	--	Mar 31, 26	-4.00K	--
Schulz Wealth, LTD.	102.05K	Dec 31, 25	-3.89K	0.47%
Motiv8 Investments LLC	9.33K	Dec 31, 25	-435	0.04%
LM Advisors LLC	738	Dec 31, 25	-9.26K	0.00%
McCarthy & Cox	--	Dec 31, 25	-17.66K	--
BRASS TAX WEALTH MANAGEMENT, INC	4.67K	Sep 30, 25	--	0.02%
Lion Street Advisors, LLC	--	Sep 30, 25	-14.90K	--
AVANTAX ADVISORY SERVICES, INC.	4.94K	Jun 30, 25	-554	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-36.10K	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-111.72K	--
Raymond James Financial Services Advisors, Inc.	127.42K	Sep 30, 24	-12.50K	0.58%
RAYMOND JAMES & ASSOCIATES	86.26K	Sep 30, 24	+1.53K	0.40%
Cetera Advisors LLC	36.59K	Mar 31, 24	+2.95K	0.17%
Cetera Advisor Networks LLC	29.28K	Mar 31, 24	-13.10K	0.13%
WEALTHSOURCE PARTNERS, LLC	8.28K	Dec 31, 23	--	0.04%
American Portfolios Advisors	16.90K	Sep 30, 22	+12.12K	0.08%
Strategic Asset Management, LLC	4.00K	Sep 30, 22	+2.58K	0.02%
B. Riley Wealth Management, Inc.	28.53K	Jun 30, 22	+3.33K	0.13%
Newport Wealth Strategies, Inc.	39.58K	Sep 30, 21	+39.58K	0.18%
Cascadia Advisory Services, LLC	15.62K	Sep 30, 21	-55.62K	0.07%
OLD MISSION CAPITAL, LLC	23.40K	Dec 31, 20	+23.40K	0.11%

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Holder

Date

Change

% Held

Wealthcare Advisory Partners LLC

741.91K

Jun 30, 26

+8.01K

3.41%

ASSETMARK, INC

298.15K

Jun 30, 26

+18.16K

1.37%

Cetera Investment Advisers

217.85K

Jun 30, 26

-150.22K

1.00%

LPL Financial LLC

212.43K

Jun 30, 26

-28.21K

0.98%

ENVESTNET ASSET MANAGEMENT INC

196.81K

Jun 30, 26

-291.15K

0.90%

COMMONWEALTH EQUITY SERVICES, LLC

191.16K

Jun 30, 26

-11.90K

0.88%

REAP Financial Group, LLC

125.55K

Jun 30, 26

-12.41K

0.58%

Kestra Advisory Services, LLC

110.99K

Jun 30, 26

-51.45K

0.51%

Keystone Wealth Services, LLC

93.48K

Jun 30, 26

-800

0.43%

Strategic Blueprint, LLC

84.74K

Jun 30, 26

-19.03K

0.39%

MML INVESTORS SERVICES, LLC

84.07K

Jun 30, 26

+16.39K

0.39%

1776 Wealth LLC

73.41K

Jun 30, 26

0.34%

Cambridge Investment Research Advisors, Inc.

69.28K

Jun 30, 26

+909

0.32%

Prospera Financial Services Inc

69.16K

Jun 30, 26

-285

0.32%

HARBOUR INVESTMENTS, INC.

67.19K

Jun 30, 26

-5.94K

0.31%

Fragasso Group Inc.

60.52K

Jun 30, 26

-776

0.28%

ERn Financial, LLC

42.84K

Jun 30, 26

-187

0.20%

Integrity Financial Corp /WA

42.12K

Jun 30, 26

-923

0.19%

Steward Partners Investment Advisory, LLC

34.88K

Jun 30, 26

-1.81K

0.16%

Rockefeller Capital Management L.P.

32.51K

Jun 30, 26

-1.87K

0.15%

Gerber Kawasaki Wealth & Investment Management

31.87K

Jun 30, 26

-400

0.15%

Sloy Dahl & Holst, LLC

30.48K

Jun 30, 26

0.14%

FOUNDERS FINANCIAL SECURITIES LLC

30.39K

Jun 30, 26

+1.63K

0.14%

Family Wealth Group, LLC

28.84K

Jun 30, 26

-30

0.13%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

27.80K

Jun 30, 26

-47

0.13%

Janney Montgomery Scott LLC

26.97K

Jun 30, 26

-179

0.12%

McKinley Carter Wealth Services, Inc.

26.41K

Jun 30, 26

0.12%

Mariner, LLC

25.72K

Jun 30, 26

+269

0.12%

Bleakley Financial Group, LLC

24.70K

Jun 30, 26

0.11%

Signal Advisors Wealth, LLC

24.56K

Jun 30, 26

-13.16K

0.11%

Octavia Wealth Advisors, LLC

24.45K

Jun 30, 26

0.11%

Accel Wealth Management

21.69K

Jun 30, 26

-1.49K

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

21.68K

Jun 30, 26

-31

0.10%

MGO ONE SEVEN LLC

21.61K

Jun 30, 26

-410

0.10%

LEGACY SOLUTIONS, LLC

20.67K

Jun 30, 26

-2.41K

0.09%

THOROUGHBRED FINANCIAL SERVICES, LLC

20.10K

Jun 30, 26

0.09%

TRUIST FINANCIAL CORP

19.82K

Jun 30, 26

-6.13K

0.09%

Clear Creek Financial Management, LLC

19.18K

Jun 30, 26

0.09%

Wood Tarver Financial Group, LLC

19.13K

Jun 30, 26

-2.41K

0.09%

SILVER OAK SECURITIES, INCORPORATED

18.86K

Jun 30, 26

0.09%

CoreCap Advisors, LLC

17.55K

Jun 30, 26

+402

0.08%

RFG Advisory, LLC

17.34K

Jun 30, 26

+1.89K

0.08%

DHJJ Financial Advisors, Ltd.

17.11K

Jun 30, 26

-479

0.08%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

16.90K

Jun 30, 26

-2.00K

0.08%

Sanctuary Advisors, LLC

16.14K

Jun 30, 26

0.07%

Concurrent Investment Advisors, LLC

15.75K

Jun 30, 26

-65

0.07%

LM Advisors LLC

14.62K

Jun 30, 26

+14.62K

0.07%

BEACON FINANCIAL GROUP

14.56K

Jun 30, 26

-2.90K

0.07%

CreativeOne Wealth, LLC

13.88K

Jun 30, 26

-53.46K

0.06%

JPMORGAN CHASE & CO

13.81K

Jun 30, 26

+12.99K

0.06%

KINGSWOOD WEALTH ADVISORS, LLC

13.76K

Jun 30, 26

-1.90K

0.06%

SWMG, LLC

13.62K

Jun 30, 26

0.06%

ACT Advisors, LLC.

12.47K

Jun 30, 26

0.06%

TFB Advisors LLC

12.46K

Jun 30, 26

+4.16K

0.06%

Main Street Financial Solutions, LLC

11.90K

Jun 30, 26

-391

0.05%

NewEdge Advisors, LLC

11.67K

Jun 30, 26

-90.77K

0.05%

Ignite Planners, LLC

11.64K

Jun 30, 26

-372

0.05%

Chris Bulman Inc

11.47K

Jun 30, 26

-114

0.05%

Colony Group, LLC

10.90K

Jun 30, 26

+5.30K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

10.22K

Jun 30, 26

-13

0.05%

Merit Financial Group, LLC

10.14K

Jun 30, 26

-3.67K

0.05%

MORGAN STANLEY

9.55K

Jun 30, 26

+1.20K

0.04%

Snowden Capital Advisors LLC

9.32K

Jun 30, 26

+200

0.04%

NOVEM GROUP

9.13K

Jun 30, 26

0.04%

PARK AVENUE SECURITIES LLC

8.53K

Jun 30, 26

-304

0.04%

HighTower Advisors, LLC

8.40K

Jun 30, 26

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.28K

Jun 30, 26

0.04%

Diversify Advisory Services, LLC

8.28K

Jun 30, 26

+8.28K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

8.11K

Jun 30, 26

-52

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.44K

Jun 30, 26

-800

0.03%

Summit Wealth Partners, LLC

7.31K

Jun 30, 26

0.03%

AE Wealth Management LLC

7.24K

Jun 30, 26

-80

0.03%

STEPHENS INC /AR/

6.70K

Jun 30, 26

0.03%

StoneX Group Inc.

6.47K

Jun 30, 26

+6.47K

0.03%

Apollon Wealth Management, LLC

6.22K

Jun 30, 26

0.03%

Sowell Financial Services LLC

6.13K

Jun 30, 26

-356

0.03%

Share Andrew L.

6.00K

Jun 30, 26

0.03%

Allie Family Office LLC

5.95K

Jun 30, 26

0.03%

SOA Wealth Advisors, LLC.

5.81K

Jun 30, 26

-218

0.03%

FIRST TRUST ADVISORS LP

5.54K

Jun 30, 26

-212

0.03%

Farther Finance Advisors, LLC

5.52K

Jun 30, 26

+2.26K

0.03%

ARBOR CAPITAL MANAGEMENT INC /ADV

5.50K

Jun 30, 26

-2.05K

0.03%

WEALTHGARDEN F.S. LLC

5.33K

Jun 30, 26

-10.83K

0.02%

Gateway Wealth Partners, LLC

5.11K

Jun 30, 26

-1.76K

0.02%

BROWN WEALTH MANAGEMENT, LLC

5.10K

Jun 30, 26

0.02%

MBL Wealth, LLC

5.08K

Jun 30, 26

+150

0.02%

Csenge Advisory Group

5.04K

Jun 30, 26

-211

0.02%

Brookstone Capital Management

5.00K

Jun 30, 26

-8.30K

0.02%

Archer Investment Corp

4.95K

Jun 30, 26

0.02%

Prosperity Consulting Group, LLC

4.84K

Jun 30, 26

0.02%

FORTRESS PRIVATE LEDGER, LLC

4.78K

Jun 30, 26

-214

0.02%

Noble Wealth Management PBC

4.51K

Jun 30, 26

-1.52K

0.02%

Savvy Advisors, Inc.

4.36K

Jun 30, 26

-250

0.02%

CITIZENS FINANCIAL GROUP INC/RI

4.04K

Jun 30, 26

0.02%

Ambassador Advisors, LLC

3.96K

Jun 30, 26

-28

0.02%

Cypress Capital Group

3.84K

Jun 30, 26

+3.84K

0.02%

Sigma Planning Corp

3.66K

Jun 30, 26

+3.66K

0.02%

Avion Wealth

3.65K

Jun 30, 26

-304

0.02%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

3.64K

Jun 30, 26

+3.64K

0.02%

NBC SECURITIES, INC.

3.61K

Jun 30, 26

-1.54K

0.02%

IFP Advisors, Inc

3.37K

Jun 30, 26

0.02%

Capital Analysts, LLC

3.01K

Jun 30, 26

0.01%

Parallel Advisors, LLC

3.00K

Jun 30, 26

0.01%

Tanglewood Legacy Advisors, LLC

2.82K

Jun 30, 26

-107

0.01%

Buck Wealth Strategies, LLC

2.52K

Jun 30, 26

+2.52K

0.01%

Darwin Wealth Management, LLC

1.72K

Jun 30, 26

0.01%

ALBION FINANCIAL GROUP /UT

1.60K

Jun 30, 26

0.01%

Topsail Wealth Management, LLC

1.14K

Jun 30, 26

0.01%

Financial Network Wealth Advisors LLC

1.12K

Jun 30, 26

0.01%

PFS Partners, LLC

675

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

500

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

300

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

276

Jun 30, 26

+276

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

259

Jun 30, 26

0.00%

Continuum Advisory, LLC

221

Jun 30, 26

+221

0.00%

Integrated Wealth Concepts LLC

109

Jun 30, 26

+109

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Atria Investments, Inc

Jun 30, 26

-145.84K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-11.21K

Triad Wealth Partners, LLC

Jun 30, 26

-4.36K

Hanlon Investment Management, Inc.

Jun 30, 26

-17.67K

VestGen Advisors, LLC

Jun 30, 26

-18.93K

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-5.83K

Envestnet Portfolio Solutions, Inc.

Jun 30, 26

-4.85K

CWM, LLC

425.05K

Mar 31, 26

-27.20K

1.95%

Cetera Investment Advisers

368.07K

Mar 31, 26

-13.26K

1.69%

ADVISOR GROUP HOLDINGS, INC.

278.92K

Mar 31, 26

-29.61K

1.28%

RAYMOND JAMES FINANCIAL INC

196.08K

Mar 31, 26

-22.49K

0.90%

NewEdge Advisors, LLC

102.44K

Mar 31, 26

+87.59K

0.47%

CreativeOne Wealth, LLC

67.34K

Mar 31, 26

-5.88K

0.31%

Steward Partners Investment Advisory, LLC

36.70K

Mar 31, 26

-50

0.17%

Rockefeller Capital Management L.P.

34.37K

Mar 31, 26

+12.99K

0.16%

Sloy Dahl & Holst, LLC

30.48K

Mar 31, 26

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.57K

Mar 31, 26

+24.57K

0.11%

BECK CAPITAL MANAGEMENT, LLC

24.47K

Mar 31, 26

+2.69K

0.11%

ROYAL BANK OF CANADA

24.06K

Mar 31, 26

-626

0.11%

American Alpha Advisors, LLC

22.46K

Mar 31, 26

-8

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

21.71K

Mar 31, 26

-1

0.10%

CENTAURUS FINANCIAL, INC.

21.11K

Mar 31, 26

0.10%

COZAD ASSET MANAGEMENT INC

18.77K

Mar 31, 26

+634

0.09%

Gallagher Fiduciary Advisors, LLC

16.30K

Mar 31, 26

-1.33K

0.07%

Sanctuary Advisors, LLC

16.14K

Mar 31, 26

-2.16K

0.07%

Beacon Pointe Advisors, LLC

15.59K

Mar 31, 26

-2.33K

0.07%

Foundations Investment Advisors, LLC

13.98K

Mar 31, 26

-4.57K

0.06%

Evergreen Wealth Solutions, LLC

13.68K

Mar 31, 26

+510

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

13.29K

Mar 31, 26

+1.11K

0.06%

Harvest Investment Services, LLC

13.14K

Mar 31, 26

-76

0.06%

Mutual Advisors, LLC

11.54K

Mar 31, 26

-11

0.05%

OLD MISSION CAPITAL LLC

10.32K

Mar 31, 26

-2.80K

0.05%

Sunbelt Securities, Inc.

10.22K

Mar 31, 26

+996

0.05%

Ameritas Advisory Services, LLC

9.83K

Mar 31, 26

+684

0.05%

CITADEL ADVISORS LLC

9.66K

Mar 31, 26

+9.66K

0.04%

AQR CAPITAL MANAGEMENT LLC

9.49K

Mar 31, 26

+9.49K

0.04%

MORGAN STANLEY

8.35K

Mar 31, 26

0.04%

Catalina Capital Group, LLC

7.77K

Mar 31, 26

0.04%

INSIGNEO ADVISORY SERVICES, LLC

7.49K

Mar 31, 26

-1.13K

0.03%

Allie Family Office LLC

5.95K

Mar 31, 26

0.03%

Colony Group, LLC

5.60K

Mar 31, 26

0.03%

Prosperity Consulting Group, LLC

4.84K

Mar 31, 26

0.02%

Waverly Advisors, LLC

4.67K

Mar 31, 26

0.02%

Pensionmark Financial Group, LLC

4.63K

Mar 31, 26

-272

0.02%

Sequent Planning LLC

4.44K

Mar 31, 26

-2

0.02%

BARCLAYS PLC

1.62K

Mar 31, 26

-1.28K

0.01%

JONES FINANCIAL COMPANIES LLLP

1.50K

Mar 31, 26

+1.50K

0.01%

Glen Eagle Advisors, LLC

1.30K

Mar 31, 26

0.01%

Topsail Wealth Management, LLC

1.14K

Mar 31, 26

0.01%

WELLS FARGO & COMPANY/MN

723

Mar 31, 26

+351

0.00%

Ameritas Investment Partners, Inc.

500

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

258

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-69

0.00%

Navis Wealth Advisors, LLC

Mar 31, 26

-3.96K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-4.60K

GTS SECURITIES LLC

Mar 31, 26

-4.00K

Schulz Wealth, LTD.

102.05K

Dec 31, 25

-3.89K

0.47%

Motiv8 Investments LLC

9.33K

Dec 31, 25

-435

0.04%

LM Advisors LLC

738

Dec 31, 25

-9.26K

0.00%

McCarthy & Cox

Dec 31, 25

-17.66K

BRASS TAX WEALTH MANAGEMENT, INC

4.67K

Sep 30, 25

0.02%

Lion Street Advisors, LLC

Sep 30, 25

-14.90K

AVANTAX ADVISORY SERVICES, INC.

4.94K

Jun 30, 25

-554

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-36.10K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-111.72K

Raymond James Financial Services Advisors, Inc.

127.42K

Sep 30, 24

-12.50K

0.58%

RAYMOND JAMES & ASSOCIATES

86.26K

Sep 30, 24

+1.53K

0.40%

Cetera Advisors LLC

36.59K

Mar 31, 24

+2.95K

0.17%

Cetera Advisor Networks LLC

29.28K

Mar 31, 24

-13.10K

0.13%

WEALTHSOURCE PARTNERS, LLC

8.28K

Dec 31, 23

0.04%

American Portfolios Advisors

16.90K

Sep 30, 22

+12.12K

0.08%

Strategic Asset Management, LLC

4.00K

Sep 30, 22

+2.58K

0.02%

B. Riley Wealth Management, Inc.

28.53K

Jun 30, 22

+3.33K

0.13%

Newport Wealth Strategies, Inc.

39.58K

Sep 30, 21

+39.58K

0.18%

Cascadia Advisory Services, LLC

15.62K

Sep 30, 21

-55.62K

0.07%

OLD MISSION CAPITAL, LLC

23.40K

Dec 31, 20

+23.40K

0.11%