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

$45.96—Stale · unknown old

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

USBATS • Last print unknown ago

$45.96—Stale · unknown old

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GJAN(GJAN)

GJAN

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

Institutional Ownership

Top 142 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	670.81K	Jun 30, 26	+481.66K	8.58%
ADVISOR GROUP HOLDINGS, INC.	479.37K	Jun 30, 26	+27.33K	6.13%
REAP Financial Group, LLC	423.04K	Jun 30, 26	-13.27K	5.41%
Cetera Investment Advisers	303.87K	Jun 30, 26	-362	3.89%
Range Financial Group LLC	297.53K	Jun 30, 26	-13.09K	3.81%
RAYMOND JAMES FINANCIAL INC	296.91K	Jun 30, 26	-521.71K	3.80%
COMMONWEALTH EQUITY SERVICES, LLC	257.08K	Jun 30, 26	-7.38K	3.29%
First International Bank of Israel Ltd.	205.00K	Jun 30, 26	--	2.62%
Commonwealth Financial Services, LLC	173.39K	Jun 30, 26	-692.96K	2.22%
ENVESTNET ASSET MANAGEMENT INC	163.29K	Jun 30, 26	-6.46K	2.09%
Schulz Wealth, LTD.	145.96K	Jun 30, 26	+145.96K	1.87%
SRS Capital Advisors, Inc.	129.05K	Jun 30, 26	+64.87K	1.65%
Kestra Advisory Services, LLC	119.70K	Jun 30, 26	-57.86K	1.53%
Stratos Wealth Advisors, LLC	107.09K	Jun 30, 26	-640	1.37%
TRUIST FINANCIAL CORP	86.93K	Jun 30, 26	+822	1.11%
Tanglewood Legacy Advisors, LLC	84.70K	Jun 30, 26	-133	1.08%
First Heartland Consultants, Inc.	84.57K	Jun 30, 26	-759	1.08%
HBW Advisory Services LLC	76.52K	Jun 30, 26	-2.06K	0.98%
OGOREK ANTHONY JOSEPH /NY/ /ADV	68.84K	Jun 30, 26	--	0.88%
Americana Partners, LLC	67.46K	Jun 30, 26	-32.43K	0.86%
LM Advisors LLC	60.84K	Jun 30, 26	+60.84K	0.78%
Wood Tarver Financial Group, LLC	53.94K	Jun 30, 26	+4.17K	0.69%
CITADEL ADVISORS LLC	52.87K	Jun 30, 26	+19.21K	0.68%
Concurrent Investment Advisors, LLC	49.51K	Jun 30, 26	+130	0.63%
Cambridge Investment Research Advisors, Inc.	48.91K	Jun 30, 26	-57.55K	0.63%
Janney Montgomery Scott LLC	44.45K	Jun 30, 26	-87.05K	0.57%
Farther Finance Advisors, LLC	43.33K	Jun 30, 26	+43.08K	0.55%
MML INVESTORS SERVICES, LLC	39.24K	Jun 30, 26	-297	0.50%
FOUNDERS FINANCIAL SECURITIES LLC	39.12K	Jun 30, 26	+2.21K	0.50%
Mariner, LLC	37.86K	Jun 30, 26	-600	0.48%
Midwest Financial Network, LLC	35.23K	Jun 30, 26	-10.37K	0.45%
CORRADO ADVISORS, LLC	34.85K	Jun 30, 26	-872	0.45%
LifeWealth Investments, LLC	34.83K	Jun 30, 26	-467	0.45%
KESTRA PRIVATE WEALTH SERVICES, LLC	34.62K	Jun 30, 26	-600	0.44%
Triumph Capital Management	30.33K	Jun 30, 26	+156	0.39%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	28.73K	Jun 30, 26	-2.54K	0.37%
Ignite Planners, LLC	27.89K	Jun 30, 26	-1.41K	0.36%
Steward Partners Investment Advisory, LLC	27.30K	Jun 30, 26	-700	0.35%
Mutual Advisors, LLC	25.35K	Jun 30, 26	+77	0.32%
HighTower Advisors, LLC	24.04K	Jun 30, 26	--	0.31%
Diligent Investors, LLC	22.45K	Jun 30, 26	--	0.29%
HARBOUR INVESTMENTS, INC.	21.20K	Jun 30, 26	-1.16K	0.27%
NewEdge Advisors, LLC	20.41K	Jun 30, 26	+900	0.26%
Pinnacle Financial Partners, Inc.	20.35K	Jun 30, 26	-959	0.26%
Sequent Planning LLC	20.04K	Jun 30, 26	-6.10K	0.26%
CreativeOne Wealth, LLC	19.94K	Jun 30, 26	-2.42K	0.26%
Harvest Investment Services, LLC	19.30K	Jun 30, 26	+10.68K	0.25%
NorthCrest Asset Manangement, LLC	18.07K	Jun 30, 26	-3.70K	0.23%
Signal Advisors Wealth, LLC	17.66K	Jun 30, 26	-857	0.23%
MILESTONE ASSET MANAGEMENT, LLC	16.74K	Jun 30, 26	-2	0.21%
Keystone Wealth Services, LLC	15.79K	Jun 30, 26	--	0.20%
LVZ, Inc.	15.68K	Jun 30, 26	--	0.20%
Keating Financial Advisory Services, Inc.	15.24K	Jun 30, 26	-34	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.68K	Jun 30, 26	-30.69K	0.19%
Ameritas Advisory Services, LLC	13.86K	Jun 30, 26	+13.86K	0.18%
FIDUCIARY FINANCIAL ADVISORS	13.18K	Jun 30, 26	+13.18K	0.17%
Sanctuary Advisors, LLC	12.82K	Jun 30, 26	-1.71K	0.16%
Modern Wealth Management, LLC	12.79K	Jun 30, 26	--	0.16%
FSB PREMIER WEALTH MANAGEMENT, INC.	12.37K	Jun 30, 26	-16	0.16%
MGO ONE SEVEN LLC	12.28K	Jun 30, 26	--	0.16%
Capital Analysts, LLC	11.64K	Jun 30, 26	--	0.15%
HRT FINANCIAL LP	11.47K	Jun 30, 26	+11.47K	0.15%
CROSSPOINT FINANCIAL, LLC	11.36K	Jun 30, 26	--	0.15%
Gallagher Fiduciary Advisors, LLC	11.16K	Jun 30, 26	--	0.14%
MAI Capital Management	11.15K	Jun 30, 26	--	0.14%
ROYAL BANK OF CANADA	11.07K	Jun 30, 26	--	0.14%
McKinley Carter Wealth Services, Inc.	10.92K	Jun 30, 26	+306	0.14%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.36K	Jun 30, 26	-180	0.13%
Synergy Asset Management, LLC	10.18K	Jun 30, 26	+2.31K	0.13%
Quad-Cities Investment Group, LLC	9.81K	Jun 30, 26	-2.78K	0.13%
Cornerstone Wealth, LLC/TN	9.23K	Jun 30, 26	--	0.12%
Main Street Financial Solutions, LLC	9.07K	Jun 30, 26	--	0.12%
CoreCap Advisors, LLC	8.84K	Jun 30, 26	+154	0.11%
AE Wealth Management LLC	8.73K	Jun 30, 26	+385	0.11%
JPMORGAN CHASE & CO	8.28K	Jun 30, 26	+7.38K	0.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	8.24K	Jun 30, 26	--	0.11%
Integrity Financial Corp /WA	8.24K	Jun 30, 26	-261	0.11%
Grantvest Financial Group LLC	8.06K	Jun 30, 26	-465	0.10%
Advisory Services Network, LLC	7.97K	Jun 30, 26	--	0.10%
Kestra Investment Management, LLC	7.79K	Jun 30, 26	+7.79K	0.10%
Avidian Wealth Solutions, LLC	7.56K	Jun 30, 26	--	0.10%
BCGM Wealth Management, LLC	7.11K	Jun 30, 26	--	0.09%
Rockefeller Capital Management L.P.	7.00K	Jun 30, 26	--	0.09%
Holistic Planning, LLC	6.84K	Jun 30, 26	-14	0.09%
Summit Financial Wealth Advisors, LLC	6.79K	Jun 30, 26	-200	0.09%
Global Retirement Partners, LLC	6.75K	Jun 30, 26	+6.75K	0.09%
Noble Wealth Management PBC	6.58K	Jun 30, 26	-2.35K	0.08%
TOUNJIAN ADVISORY PARTNERS, LLC	6.14K	Jun 30, 26	+6.14K	0.08%
Arkadios Wealth Advisors	5.95K	Jun 30, 26	--	0.08%
Kovack Advisors, Inc.	5.91K	Jun 30, 26	-5.45K	0.08%
JANE STREET GROUP, LLC	5.62K	Jun 30, 26	-5.98K	0.07%
Archer Investment Corp	5.48K	Jun 30, 26	-719	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.27K	Jun 30, 26	-1.47K	0.07%
MBE Wealth Management, LLC	5.21K	Jun 30, 26	--	0.07%
CENTAURUS FINANCIAL, INC.	4.90K	Jun 30, 26	--	0.06%
StoneX Group Inc.	4.84K	Jun 30, 26	+4.84K	0.06%
Family Wealth Group, LLC	4.64K	Jun 30, 26	+4.64K	0.06%
NWF Advisory Services Inc.	4.60K	Jun 30, 26	+4.60K	0.06%
Foundations Investment Advisors, LLC	4.59K	Jun 30, 26	+4.59K	0.06%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	4.58K	Jun 30, 26	-20	0.06%
Per Stirling Capital Management, LLC.	4.49K	Jun 30, 26	+4.49K	0.06%
Valtinson Bruner Financial Planning LLC	4.48K	Jun 30, 26	+4.48K	0.06%
BARCLAYS PLC	4.45K	Jun 30, 26	+4.45K	0.06%
Integrated Wealth Concepts LLC	4.40K	Jun 30, 26	+4.40K	0.06%
Signature Equity Partners, LLC	4.34K	Jun 30, 26	-192	0.06%
Benson Wealth Management INC	3.64K	Jun 30, 26	-1	0.05%
UBS Group AG	3.42K	Jun 30, 26	+3.42K	0.04%
MORGAN STANLEY	2.55K	Jun 30, 26	--	0.03%
DHJJ Financial Advisors, Ltd.	2.25K	Jun 30, 26	--	0.03%
Pinnacle Wealth Planning Services, Inc.	2.02K	Jun 30, 26	--	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.44K	Jun 30, 26	-63	0.02%
NBC SECURITIES, INC.	1.44K	Jun 30, 26	--	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.39K	Jun 30, 26	+1.39K	0.02%
Financial Network Wealth Advisors LLC	1.35K	Jun 30, 26	--	0.02%
JONES FINANCIAL COMPANIES LLLP	1.00K	Jun 30, 26	--	0.01%
REICON WEALTH ADVISORS, LLC	862	Jun 30, 26	+862	0.01%
Spire Wealth Management	625	Jun 30, 26	--	0.01%
Pinnacle Bancorp, Inc.	450	Jun 30, 26	--	0.01%
IFP Advisors, Inc	404	Jun 30, 26	--	0.01%
Larson Financial Group LLC	370	Jun 30, 26	-6	0.00%
ASSETMARK, INC	72	Jun 30, 26	--	0.00%
Key Capital Management, INC	54	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	--	Jun 30, 26	-925	--
Next Level Private LLC	--	Jun 30, 26	-5.79K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-13.97K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-6.03K	--
PRIVATE CLIENT SERVICES, LLC	--	Jun 30, 26	-93.25K	--
Geneos Wealth Management Inc.	--	Jun 30, 26	-350	--
Anfield Capital Management, LLC	68.70K	Mar 31, 26	-546	0.88%
CWM, LLC	29.10K	Mar 31, 26	+21.30K	0.37%
Sunbelt Securities, Inc.	24.60K	Mar 31, 26	-6.33K	0.31%
Jaffetilchin Investment Partners, LLC	14.01K	Mar 31, 26	+6.95K	0.18%
Catalina Capital Group, LLC	13.12K	Mar 31, 26	--	0.17%
GRIES FINANCIAL LLC	32.13K	Sep 30, 25	-75.88K	0.41%
SYNOVUS FINANCIAL CORP	26.69K	Sep 30, 25	+2.83K	0.34%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-10.06K	--
Orion Portfolio Solutions, LLC	6.46K	Mar 31, 25	+1.06K	0.08%
Raymond James Financial Services Advisors, Inc.	185.88K	Sep 30, 24	-187.47K	2.38%
RAYMOND JAMES & ASSOCIATES	71.28K	Sep 30, 24	-52.05K	0.91%
Cetera Advisor Networks LLC	88.33K	Mar 31, 24	+79.93K	1.13%
Cetera Advisors LLC	28.65K	Mar 31, 24	-953	0.37%
WEALTHSOURCE PARTNERS, LLC	8.22K	Dec 31, 23	-400	0.11%

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Holder

Date

Change

% Held

LPL Financial LLC

670.81K

Jun 30, 26

+481.66K

8.58%

ADVISOR GROUP HOLDINGS, INC.

479.37K

Jun 30, 26

+27.33K

6.13%

REAP Financial Group, LLC

423.04K

Jun 30, 26

-13.27K

5.41%

Cetera Investment Advisers

303.87K

Jun 30, 26

-362

3.89%

Range Financial Group LLC

297.53K

Jun 30, 26

-13.09K

3.81%

RAYMOND JAMES FINANCIAL INC

296.91K

Jun 30, 26

-521.71K

3.80%

COMMONWEALTH EQUITY SERVICES, LLC

257.08K

Jun 30, 26

-7.38K

3.29%

First International Bank of Israel Ltd.

205.00K

Jun 30, 26

2.62%

Commonwealth Financial Services, LLC

173.39K

Jun 30, 26

-692.96K

2.22%

ENVESTNET ASSET MANAGEMENT INC

163.29K

Jun 30, 26

-6.46K

2.09%

Schulz Wealth, LTD.

145.96K

Jun 30, 26

+145.96K

1.87%

SRS Capital Advisors, Inc.

129.05K

Jun 30, 26

+64.87K

1.65%

Kestra Advisory Services, LLC

119.70K

Jun 30, 26

-57.86K

1.53%

Stratos Wealth Advisors, LLC

107.09K

Jun 30, 26

-640

1.37%

TRUIST FINANCIAL CORP

86.93K

Jun 30, 26

+822

1.11%

Tanglewood Legacy Advisors, LLC

84.70K

Jun 30, 26

-133

1.08%

First Heartland Consultants, Inc.

84.57K

Jun 30, 26

-759

1.08%

HBW Advisory Services LLC

76.52K

Jun 30, 26

-2.06K

0.98%

OGOREK ANTHONY JOSEPH /NY/ /ADV

68.84K

Jun 30, 26

0.88%

Americana Partners, LLC

67.46K

Jun 30, 26

-32.43K

0.86%

LM Advisors LLC

60.84K

Jun 30, 26

+60.84K

0.78%

Wood Tarver Financial Group, LLC

53.94K

Jun 30, 26

+4.17K

0.69%

CITADEL ADVISORS LLC

52.87K

Jun 30, 26

+19.21K

0.68%

Concurrent Investment Advisors, LLC

49.51K

Jun 30, 26

+130

0.63%

Cambridge Investment Research Advisors, Inc.

48.91K

Jun 30, 26

-57.55K

0.63%

Janney Montgomery Scott LLC

44.45K

Jun 30, 26

-87.05K

0.57%

Farther Finance Advisors, LLC

43.33K

Jun 30, 26

+43.08K

0.55%

MML INVESTORS SERVICES, LLC

39.24K

Jun 30, 26

-297

0.50%

FOUNDERS FINANCIAL SECURITIES LLC

39.12K

Jun 30, 26

+2.21K

0.50%

Mariner, LLC

37.86K

Jun 30, 26

-600

0.48%

Midwest Financial Network, LLC

35.23K

Jun 30, 26

-10.37K

0.45%

CORRADO ADVISORS, LLC

34.85K

Jun 30, 26

-872

0.45%

LifeWealth Investments, LLC

34.83K

Jun 30, 26

-467

0.45%

KESTRA PRIVATE WEALTH SERVICES, LLC

34.62K

Jun 30, 26

-600

0.44%

Triumph Capital Management

30.33K

Jun 30, 26

+156

0.39%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

28.73K

Jun 30, 26

-2.54K

0.37%

Ignite Planners, LLC

27.89K

Jun 30, 26

-1.41K

0.36%

Steward Partners Investment Advisory, LLC

27.30K

Jun 30, 26

-700

0.35%

Mutual Advisors, LLC

25.35K

Jun 30, 26

+77

0.32%

HighTower Advisors, LLC

24.04K

Jun 30, 26

0.31%

Diligent Investors, LLC

22.45K

Jun 30, 26

0.29%

HARBOUR INVESTMENTS, INC.

21.20K

Jun 30, 26

-1.16K

0.27%

NewEdge Advisors, LLC

20.41K

Jun 30, 26

+900

0.26%

Pinnacle Financial Partners, Inc.

20.35K

Jun 30, 26

-959

0.26%

Sequent Planning LLC

20.04K

Jun 30, 26

-6.10K

0.26%

CreativeOne Wealth, LLC

19.94K

Jun 30, 26

-2.42K

0.26%

Harvest Investment Services, LLC

19.30K

Jun 30, 26

+10.68K

0.25%

NorthCrest Asset Manangement, LLC

18.07K

Jun 30, 26

-3.70K

0.23%

Signal Advisors Wealth, LLC

17.66K

Jun 30, 26

-857

0.23%

MILESTONE ASSET MANAGEMENT, LLC

16.74K

Jun 30, 26

-2

0.21%

Keystone Wealth Services, LLC

15.79K

Jun 30, 26

0.20%

LVZ, Inc.

15.68K

Jun 30, 26

0.20%

Keating Financial Advisory Services, Inc.

15.24K

Jun 30, 26

-34

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.68K

Jun 30, 26

-30.69K

0.19%

Ameritas Advisory Services, LLC

13.86K

Jun 30, 26

+13.86K

0.18%

FIDUCIARY FINANCIAL ADVISORS

13.18K

Jun 30, 26

+13.18K

0.17%

Sanctuary Advisors, LLC

12.82K

Jun 30, 26

-1.71K

0.16%

Modern Wealth Management, LLC

12.79K

Jun 30, 26

0.16%

FSB PREMIER WEALTH MANAGEMENT, INC.

12.37K

Jun 30, 26

-16

0.16%

MGO ONE SEVEN LLC

12.28K

Jun 30, 26

0.16%

Capital Analysts, LLC

11.64K

Jun 30, 26

0.15%

HRT FINANCIAL LP

11.47K

Jun 30, 26

+11.47K

0.15%

CROSSPOINT FINANCIAL, LLC

11.36K

Jun 30, 26

0.15%

Gallagher Fiduciary Advisors, LLC

11.16K

Jun 30, 26

0.14%

MAI Capital Management

11.15K

Jun 30, 26

0.14%

ROYAL BANK OF CANADA

11.07K

Jun 30, 26

0.14%

McKinley Carter Wealth Services, Inc.

10.92K

Jun 30, 26

+306

0.14%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.36K

Jun 30, 26

-180

0.13%

Synergy Asset Management, LLC

10.18K

Jun 30, 26

+2.31K

0.13%

Quad-Cities Investment Group, LLC

9.81K

Jun 30, 26

-2.78K

0.13%

Cornerstone Wealth, LLC/TN

9.23K

Jun 30, 26

0.12%

Main Street Financial Solutions, LLC

9.07K

Jun 30, 26

0.12%

CoreCap Advisors, LLC

8.84K

Jun 30, 26

+154

0.11%

AE Wealth Management LLC

8.73K

Jun 30, 26

+385

0.11%

JPMORGAN CHASE & CO

8.28K

Jun 30, 26

+7.38K

0.11%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

8.24K

Jun 30, 26

0.11%

Integrity Financial Corp /WA

8.24K

Jun 30, 26

-261

0.11%

Grantvest Financial Group LLC

8.06K

Jun 30, 26

-465

0.10%

Advisory Services Network, LLC

7.97K

Jun 30, 26

0.10%

Kestra Investment Management, LLC

7.79K

Jun 30, 26

+7.79K

0.10%

Avidian Wealth Solutions, LLC

7.56K

Jun 30, 26

0.10%

BCGM Wealth Management, LLC

7.11K

Jun 30, 26

0.09%

Rockefeller Capital Management L.P.

7.00K

Jun 30, 26

0.09%

Holistic Planning, LLC

6.84K

Jun 30, 26

-14

0.09%

Summit Financial Wealth Advisors, LLC

6.79K

Jun 30, 26

-200

0.09%

Global Retirement Partners, LLC

6.75K

Jun 30, 26

+6.75K

0.09%

Noble Wealth Management PBC

6.58K

Jun 30, 26

-2.35K

0.08%

TOUNJIAN ADVISORY PARTNERS, LLC

6.14K

Jun 30, 26

+6.14K

0.08%

Arkadios Wealth Advisors

5.95K

Jun 30, 26

0.08%

Kovack Advisors, Inc.

5.91K

Jun 30, 26

-5.45K

0.08%

JANE STREET GROUP, LLC

5.62K

Jun 30, 26

-5.98K

0.07%

Archer Investment Corp

5.48K

Jun 30, 26

-719

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.27K

Jun 30, 26

-1.47K

0.07%

MBE Wealth Management, LLC

5.21K

Jun 30, 26

0.07%

CENTAURUS FINANCIAL, INC.

4.90K

Jun 30, 26

0.06%

StoneX Group Inc.

4.84K

Jun 30, 26

+4.84K

0.06%

Family Wealth Group, LLC

4.64K

Jun 30, 26

+4.64K

0.06%

NWF Advisory Services Inc.

4.60K

Jun 30, 26

+4.60K

0.06%

Foundations Investment Advisors, LLC

4.59K

Jun 30, 26

+4.59K

0.06%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

4.58K

Jun 30, 26

-20

0.06%

Per Stirling Capital Management, LLC.

4.49K

Jun 30, 26

+4.49K

0.06%

Valtinson Bruner Financial Planning LLC

4.48K

Jun 30, 26

+4.48K

0.06%

BARCLAYS PLC

4.45K

Jun 30, 26

+4.45K

0.06%

Integrated Wealth Concepts LLC

4.40K

Jun 30, 26

+4.40K

0.06%

Signature Equity Partners, LLC

4.34K

Jun 30, 26

-192

0.06%

Benson Wealth Management INC

3.64K

Jun 30, 26

-1

0.05%

UBS Group AG

3.42K

Jun 30, 26

+3.42K

0.04%

MORGAN STANLEY

2.55K

Jun 30, 26

0.03%

DHJJ Financial Advisors, Ltd.

2.25K

Jun 30, 26

0.03%

Pinnacle Wealth Planning Services, Inc.

2.02K

Jun 30, 26

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.44K

Jun 30, 26

-63

0.02%

NBC SECURITIES, INC.

1.44K

Jun 30, 26

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.39K

Jun 30, 26

+1.39K

0.02%

Financial Network Wealth Advisors LLC

1.35K

Jun 30, 26

0.02%

JONES FINANCIAL COMPANIES LLLP

1.00K

Jun 30, 26

0.01%

REICON WEALTH ADVISORS, LLC

862

Jun 30, 26

+862

0.01%

Spire Wealth Management

625

Jun 30, 26

0.01%

Pinnacle Bancorp, Inc.

450

Jun 30, 26

0.01%

IFP Advisors, Inc

404

Jun 30, 26

0.01%

Larson Financial Group LLC

370

Jun 30, 26

-6

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

-925

Next Level Private LLC

Jun 30, 26

-5.79K

OLD MISSION CAPITAL LLC

Jun 30, 26

-13.97K

Brinker Capital Investments, LLC

Jun 30, 26

-6.03K

PRIVATE CLIENT SERVICES, LLC

Jun 30, 26

-93.25K

Geneos Wealth Management Inc.

Jun 30, 26

-350

Anfield Capital Management, LLC

68.70K

Mar 31, 26

-546

0.88%

CWM, LLC

29.10K

Mar 31, 26

+21.30K

0.37%

Sunbelt Securities, Inc.

24.60K

Mar 31, 26

-6.33K

0.31%

Jaffetilchin Investment Partners, LLC

14.01K

Mar 31, 26

+6.95K

0.18%

Catalina Capital Group, LLC

13.12K

Mar 31, 26

0.17%

GRIES FINANCIAL LLC

32.13K

Sep 30, 25

-75.88K

0.41%

SYNOVUS FINANCIAL CORP

26.69K

Sep 30, 25

+2.83K

0.34%

Atria Wealth Solutions, Inc.

Jun 30, 25

-10.06K

Orion Portfolio Solutions, LLC

6.46K

Mar 31, 25

+1.06K

0.08%

Raymond James Financial Services Advisors, Inc.

185.88K

Sep 30, 24

-187.47K

2.38%

RAYMOND JAMES & ASSOCIATES

71.28K

Sep 30, 24

-52.05K

0.91%

Cetera Advisor Networks LLC

88.33K

Mar 31, 24

+79.93K

1.13%

Cetera Advisors LLC

28.65K

Mar 31, 24

-953

0.37%

WEALTHSOURCE PARTNERS, LLC

8.22K

Dec 31, 23

-400

0.11%