FT Vest U.S. Equity Moderate Buffer ETF - July(GJUL)

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FT Vest U.S. Equity Moderate Buffer ETF - July(GJUL)

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$43.31—

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GJUL(GJUL)

GJUL

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

Institutional Ownership

Top 145 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.06M	Mar 31, 26	-51.70K	7.21%
ADVISOR GROUP HOLDINGS, INC.	556.42K	Mar 31, 26	-125.35K	3.80%
COMMONWEALTH EQUITY SERVICES, LLC	378.03K	Mar 31, 26	-54.52K	2.58%
ENVESTNET ASSET MANAGEMENT INC	308.92K	Mar 31, 26	-5.49K	2.11%
LPL Financial LLC	259.85K	Mar 31, 26	-6.63K	1.77%
Cetera Investment Advisers	236.27K	Mar 31, 26	-1.27K	1.61%
Kestra Advisory Services, LLC	191.16K	Mar 31, 26	-7.34K	1.30%
TRUIST FINANCIAL CORP	185.90K	Mar 31, 26	-8.52K	1.27%
Integrated Wealth Concepts LLC	166.16K	Mar 31, 26	--	1.13%
DAGCO, INC.	157.41K	Mar 31, 26	-21.48K	1.07%
Americana Partners, LLC	108.32K	Mar 31, 26	-66.09K	0.74%
Sunbelt Securities, Inc.	97.09K	Mar 31, 26	-1.00K	0.66%
MML INVESTORS SERVICES, LLC	96.02K	Mar 31, 26	-18.47K	0.66%
Cambridge Investment Research Advisors, Inc.	84.51K	Mar 31, 26	-730	0.58%
PARK AVENUE SECURITIES LLC	53.38K	Mar 31, 26	-225	0.36%
CITY HOLDING CO	44.77K	Mar 31, 26	-3.00K	0.31%
Avantra Family Wealth, Inc.	43.25K	Mar 31, 26	+214	0.30%
CreativeOne Wealth, LLC	42.18K	Mar 31, 26	-1	0.29%
Janney Montgomery Scott LLC	36.49K	Mar 31, 26	-4.31K	0.25%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	34.00K	Mar 31, 26	--	0.23%
Kestra Investment Management, LLC	31.57K	Mar 31, 26	-241	0.22%
NewEdge Advisors, LLC	30.80K	Mar 31, 26	-2.42K	0.21%
Wood Tarver Financial Group, LLC	29.53K	Mar 31, 26	+41	0.20%
E&G Advisors, LP	27.20K	Mar 31, 26	--	0.19%
Diligent Investors, LLC	26.49K	Mar 31, 26	--	0.18%
Concurrent Investment Advisors, LLC	25.48K	Mar 31, 26	+25.48K	0.17%
MAI Capital Management	23.24K	Mar 31, 26	-732	0.16%
HBW Advisory Services LLC	22.30K	Mar 31, 26	-80	0.15%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	21.95K	Mar 31, 26	--	0.15%
Patriot Financial Group Insurance Agency, LLC	21.32K	Mar 31, 26	+10.36K	0.15%
Mount Yale Investment Advisors, LLC	20.56K	Mar 31, 26	--	0.14%
Vestmark Advisory Solutions, Inc.	20.56K	Mar 31, 26	--	0.14%
Avidian Wealth Solutions, LLC	19.83K	Mar 31, 26	--	0.14%
Kovack Advisors, Inc.	19.45K	Mar 31, 26	-1.77K	0.13%
Integrity Financial Corp /WA	18.83K	Mar 31, 26	--	0.13%
Evergreen Wealth Solutions, LLC	18.80K	Mar 31, 26	+18.80K	0.13%
DAYMARK WEALTH PARTNERS, LLC	18.21K	Mar 31, 26	--	0.12%
Tanglewood Legacy Advisors, LLC	17.94K	Mar 31, 26	--	0.12%
Prospera Financial Services Inc	16.13K	Mar 31, 26	-1.41K	0.11%
HighTower Advisors, LLC	15.85K	Mar 31, 26	-32.32K	0.11%
Holistic Planning, LLC	15.67K	Mar 31, 26	-1.15K	0.11%
Keystone Wealth Services, LLC	14.85K	Mar 31, 26	+14.85K	0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.64K	Mar 31, 26	+14.64K	0.10%
ROYAL BANK OF CANADA	14.22K	Mar 31, 26	-1.05K	0.10%
Nvest Financial, LLC	13.87K	Mar 31, 26	--	0.09%
OLD MISSION CAPITAL LLC	13.61K	Mar 31, 26	-14.97K	0.09%
Ferguson Shapiro LLC	13.03K	Mar 31, 26	-20.20K	0.09%
Mutual Advisors, LLC	12.39K	Mar 31, 26	--	0.08%
Steward Partners Investment Advisory, LLC	11.56K	Mar 31, 26	--	0.08%
FSB PREMIER WEALTH MANAGEMENT, INC.	11.53K	Mar 31, 26	--	0.08%
HARBOUR INVESTMENTS, INC.	11.52K	Mar 31, 26	+7.87K	0.08%
Alpha Financial Partners, LLC	10.79K	Mar 31, 26	+823	0.07%
NORDEN GROUP LLC	10.43K	Mar 31, 26	--	0.07%
CARY STREET PARTNERS FINANCIAL LLC	9.88K	Mar 31, 26	-75	0.07%
Hartford Financial Management Inc.	9.79K	Mar 31, 26	-1.28K	0.07%
CITADEL ADVISORS LLC	9.71K	Mar 31, 26	-8.02K	0.07%
Arkadios Wealth Advisors	9.50K	Mar 31, 26	-257	0.06%
Resources Investment Advisors, LLC.	9.29K	Mar 31, 26	--	0.06%
CoreCap Advisors, LLC	9.17K	Mar 31, 26	+140	0.06%
MGO ONE SEVEN LLC	9.07K	Mar 31, 26	--	0.06%
Aptus Capital Advisors, LLC	9.00K	Mar 31, 26	--	0.06%
GUARDIAN WEALTH ADVISORS, LLC / NC	9.00K	Mar 31, 26	--	0.06%
REAP Financial Group, LLC	8.88K	Mar 31, 26	-91	0.06%
AE Wealth Management LLC	8.84K	Mar 31, 26	-8.36K	0.06%
XY Planning Network, Inc.	8.40K	Mar 31, 26	--	0.06%
Bouchey Financial Group Ltd	8.37K	Mar 31, 26	-248	0.06%
Archer Investment Corp	8.32K	Mar 31, 26	-370	0.06%
Brookstone Capital Management	8.21K	Mar 31, 26	-10	0.06%
McKinley Carter Wealth Services, Inc.	8.06K	Mar 31, 26	+335	0.06%
MBL Wealth, LLC	8.00K	Mar 31, 26	--	0.05%
Sequent Planning LLC	7.95K	Mar 31, 26	--	0.05%
Chicago Partners Investment Group LLC	7.42K	Mar 31, 26	--	0.05%
Ergawealth Advisors, Inc.	7.37K	Mar 31, 26	--	0.05%
Sanctuary Advisors, LLC	7.21K	Mar 31, 26	--	0.05%
Madrona Financial Services, LLC	7.02K	Mar 31, 26	--	0.05%
Triumph Capital Management	6.86K	Mar 31, 26	+2.09K	0.05%
DHJJ Financial Advisors, Ltd.	6.73K	Mar 31, 26	--	0.05%
PKS Advisory Services, LLC	6.47K	Mar 31, 26	-383	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.47K	Mar 31, 26	--	0.04%
CAPTRUST FINANCIAL ADVISORS	6.42K	Mar 31, 26	--	0.04%
CENTAURUS FINANCIAL, INC.	6.39K	Mar 31, 26	--	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	6.25K	Mar 31, 26	-500	0.04%
Grantvest Financial Group LLC	6.15K	Mar 31, 26	-253	0.04%
Next Level Private LLC	6.11K	Mar 31, 26	--	0.04%
GOLDMAN SACHS GROUP INC	6.00K	Mar 31, 26	+6.00K	0.04%
NWF Advisory Services Inc.	5.82K	Mar 31, 26	-915	0.04%
Pallas Capital Advisors LLC	5.77K	Mar 31, 26	-2.22K	0.04%
Grant Street Asset Management, Inc.	5.74K	Mar 31, 26	--	0.04%
Colony Group, LLC	5.70K	Mar 31, 26	-4.12K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.64K	Mar 31, 26	+1.20K	0.04%
Spire Wealth Management	5.34K	Mar 31, 26	--	0.04%
Anfield Capital Management, LLC	5.26K	Mar 31, 26	--	0.04%
HRT FINANCIAL LP	5.25K	Mar 31, 26	-5.32K	0.04%
SILVER OAK SECURITIES, INCORPORATED	5.16K	Mar 31, 26	+272	0.04%
Koshinski Asset Management, Inc.	5.14K	Mar 31, 26	-180	0.04%
INSIGNEO ADVISORY SERVICES, LLC	4.99K	Mar 31, 26	-242	0.03%
Rockefeller Capital Management L.P.	4.96K	Mar 31, 26	--	0.03%
BARCLAYS PLC	4.81K	Mar 31, 26	+2.89K	0.03%
Financial Network Wealth Advisors LLC	4.25K	Mar 31, 26	--	0.03%
MORGAN STANLEY	3.64K	Mar 31, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.17K	Mar 31, 26	-11.53K	0.01%
Capital Analysts, LLC	2.02K	Mar 31, 26	--	0.01%
IFP Advisors, Inc	1.99K	Mar 31, 26	--	0.01%
Kilter Group LLC	1.99K	Mar 31, 26	--	0.01%
Larson Financial Group LLC	1.89K	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.63K	Mar 31, 26	--	0.01%
Murphy & Mullick Capital Management Corp	1.52K	Mar 31, 26	-225	0.01%
JONES FINANCIAL COMPANIES LLLP	1.50K	Mar 31, 26	+1.50K	0.01%
AdvisorNet Financial, Inc	1.29K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	1.23K	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	1.05K	Mar 31, 26	-2.10K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	807	Mar 31, 26	--	0.01%
Noble Wealth Management PBC	800	Mar 31, 26	-150	0.01%
UBS Group AG	606	Mar 31, 26	+298	0.00%
ASSETMARK, INC	381	Mar 31, 26	--	0.00%
Allworth Financial LP	325	Mar 31, 26	--	0.00%
Mosley Wealth Management	301	Mar 31, 26	+301	0.00%
Pinnacle Wealth Planning Services, Inc.	228	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	192	Mar 31, 26	-43	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	160	Mar 31, 26	+160	0.00%
Advisory Services Network, LLC	128	Mar 31, 26	+128	0.00%
US BANCORP \DE\	19	Mar 31, 26	+19	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-5.80K	--
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-64	--
Smartleaf Asset Management LLC	--	Mar 31, 26	-32	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-1.68K	--
Great Lakes Retirement, Inc.	--	Mar 31, 26	-11.31K	--
NorthCrest Asset Manangement, LLC	--	Mar 31, 26	-7.85K	--
NEW WAVE WEALTH ADVISORS LLC	--	Mar 31, 26	-376.74K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-5.50K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-796	--
Kingdom Financial Group LLC.	--	Mar 31, 26	-1.50K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-1.69K	--
Schulz Wealth, LTD.	101.09K	Dec 31, 25	--	0.69%
ORG Partners LLC	18.35K	Dec 31, 25	-6.50K	0.13%
GPS Wealth Strategies Group, LLC	428	Dec 31, 25	-8.01K	0.00%
Pineridge Advisors LLC	24	Sep 30, 25	+24	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-30	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-36.19K	--
Raymond James Financial Services Advisors, Inc.	485.16K	Sep 30, 24	+140.13K	3.31%
RAYMOND JAMES & ASSOCIATES	237.69K	Sep 30, 24	+81.56K	1.62%
RAYMOND JAMES TRUST N.A.	5.80K	Sep 30, 24	+5.80K	0.04%
Cetera Advisors LLC	107.70K	Mar 31, 24	+26	0.74%
Cetera Advisor Networks LLC	41.34K	Mar 31, 24	-60.22K	0.28%
InterOcean Capital Group, LLC	11.65K	Mar 31, 24	-1.95K	0.08%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

1.06M

Mar 31, 26

-51.70K

7.21%

ADVISOR GROUP HOLDINGS, INC.

556.42K

Mar 31, 26

-125.35K

3.80%

COMMONWEALTH EQUITY SERVICES, LLC

378.03K

Mar 31, 26

-54.52K

2.58%

ENVESTNET ASSET MANAGEMENT INC

308.92K

Mar 31, 26

-5.49K

2.11%

LPL Financial LLC

259.85K

Mar 31, 26

-6.63K

1.77%

Cetera Investment Advisers

236.27K

Mar 31, 26

-1.27K

1.61%

Kestra Advisory Services, LLC

191.16K

Mar 31, 26

-7.34K

1.30%

TRUIST FINANCIAL CORP

185.90K

Mar 31, 26

-8.52K

1.27%

Integrated Wealth Concepts LLC

166.16K

Mar 31, 26

1.13%

DAGCO, INC.

157.41K

Mar 31, 26

-21.48K

1.07%

Americana Partners, LLC

108.32K

Mar 31, 26

-66.09K

0.74%

Sunbelt Securities, Inc.

97.09K

Mar 31, 26

-1.00K

0.66%

MML INVESTORS SERVICES, LLC

96.02K

Mar 31, 26

-18.47K

0.66%

Cambridge Investment Research Advisors, Inc.

84.51K

Mar 31, 26

-730

0.58%

PARK AVENUE SECURITIES LLC

53.38K

Mar 31, 26

-225

0.36%

CITY HOLDING CO

44.77K

Mar 31, 26

-3.00K

0.31%

Avantra Family Wealth, Inc.

43.25K

Mar 31, 26

+214

0.30%

CreativeOne Wealth, LLC

42.18K

Mar 31, 26

-1

0.29%

Janney Montgomery Scott LLC

36.49K

Mar 31, 26

-4.31K

0.25%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

34.00K

Mar 31, 26

0.23%

Kestra Investment Management, LLC

31.57K

Mar 31, 26

-241

0.22%

NewEdge Advisors, LLC

30.80K

Mar 31, 26

-2.42K

0.21%

Wood Tarver Financial Group, LLC

29.53K

Mar 31, 26

+41

0.20%

E&G Advisors, LP

27.20K

Mar 31, 26

0.19%

Diligent Investors, LLC

26.49K

Mar 31, 26

0.18%

Concurrent Investment Advisors, LLC

25.48K

Mar 31, 26

+25.48K

0.17%

MAI Capital Management

23.24K

Mar 31, 26

-732

0.16%

HBW Advisory Services LLC

22.30K

Mar 31, 26

-80

0.15%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

21.95K

Mar 31, 26

0.15%

Patriot Financial Group Insurance Agency, LLC

21.32K

Mar 31, 26

+10.36K

0.15%

Mount Yale Investment Advisors, LLC

20.56K

Mar 31, 26

0.14%

Vestmark Advisory Solutions, Inc.

20.56K

Mar 31, 26

0.14%

Avidian Wealth Solutions, LLC

19.83K

Mar 31, 26

0.14%

Kovack Advisors, Inc.

19.45K

Mar 31, 26

-1.77K

0.13%

Integrity Financial Corp /WA

18.83K

Mar 31, 26

0.13%

Evergreen Wealth Solutions, LLC

18.80K

Mar 31, 26

+18.80K

0.13%

DAYMARK WEALTH PARTNERS, LLC

18.21K

Mar 31, 26

0.12%

Tanglewood Legacy Advisors, LLC

17.94K

Mar 31, 26

0.12%

Prospera Financial Services Inc

16.13K

Mar 31, 26

-1.41K

0.11%

HighTower Advisors, LLC

15.85K

Mar 31, 26

-32.32K

0.11%

Holistic Planning, LLC

15.67K

Mar 31, 26

-1.15K

0.11%

Keystone Wealth Services, LLC

14.85K

Mar 31, 26

+14.85K

0.10%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.64K

Mar 31, 26

+14.64K

0.10%

ROYAL BANK OF CANADA

14.22K

Mar 31, 26

-1.05K

0.10%

Nvest Financial, LLC

13.87K

Mar 31, 26

0.09%

OLD MISSION CAPITAL LLC

13.61K

Mar 31, 26

-14.97K

0.09%

Ferguson Shapiro LLC

13.03K

Mar 31, 26

-20.20K

0.09%

Mutual Advisors, LLC

12.39K

Mar 31, 26

0.08%

Steward Partners Investment Advisory, LLC

11.56K

Mar 31, 26

0.08%

FSB PREMIER WEALTH MANAGEMENT, INC.

11.53K

Mar 31, 26

0.08%

HARBOUR INVESTMENTS, INC.

11.52K

Mar 31, 26

+7.87K

0.08%

Alpha Financial Partners, LLC

10.79K

Mar 31, 26

+823

0.07%

NORDEN GROUP LLC

10.43K

Mar 31, 26

0.07%

CARY STREET PARTNERS FINANCIAL LLC

9.88K

Mar 31, 26

-75

0.07%

Hartford Financial Management Inc.

9.79K

Mar 31, 26

-1.28K

0.07%

CITADEL ADVISORS LLC

9.71K

Mar 31, 26

-8.02K

0.07%

Arkadios Wealth Advisors

9.50K

Mar 31, 26

-257

0.06%

Resources Investment Advisors, LLC.

9.29K

Mar 31, 26

0.06%

CoreCap Advisors, LLC

9.17K

Mar 31, 26

+140

0.06%

MGO ONE SEVEN LLC

9.07K

Mar 31, 26

0.06%

Aptus Capital Advisors, LLC

9.00K

Mar 31, 26

0.06%

GUARDIAN WEALTH ADVISORS, LLC / NC

9.00K

Mar 31, 26

0.06%

REAP Financial Group, LLC

8.88K

Mar 31, 26

-91

0.06%

AE Wealth Management LLC

8.84K

Mar 31, 26

-8.36K

0.06%

XY Planning Network, Inc.

8.40K

Mar 31, 26

0.06%

Bouchey Financial Group Ltd

8.37K

Mar 31, 26

-248

0.06%

Archer Investment Corp

8.32K

Mar 31, 26

-370

0.06%

Brookstone Capital Management

8.21K

Mar 31, 26

-10

0.06%

McKinley Carter Wealth Services, Inc.

8.06K

Mar 31, 26

+335

0.06%

MBL Wealth, LLC

8.00K

Mar 31, 26

0.05%

Sequent Planning LLC

7.95K

Mar 31, 26

0.05%

Chicago Partners Investment Group LLC

7.42K

Mar 31, 26

0.05%

Ergawealth Advisors, Inc.

7.37K

Mar 31, 26

0.05%

Sanctuary Advisors, LLC

7.21K

Mar 31, 26

0.05%

Madrona Financial Services, LLC

7.02K

Mar 31, 26

0.05%

Triumph Capital Management

6.86K

Mar 31, 26

+2.09K

0.05%

DHJJ Financial Advisors, Ltd.

6.73K

Mar 31, 26

0.05%

PKS Advisory Services, LLC

6.47K

Mar 31, 26

-383

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.47K

Mar 31, 26

0.04%

CAPTRUST FINANCIAL ADVISORS

6.42K

Mar 31, 26

0.04%

CENTAURUS FINANCIAL, INC.

6.39K

Mar 31, 26

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

6.25K

Mar 31, 26

-500

0.04%

Grantvest Financial Group LLC

6.15K

Mar 31, 26

-253

0.04%

Next Level Private LLC

6.11K

Mar 31, 26

0.04%

GOLDMAN SACHS GROUP INC

6.00K

Mar 31, 26

+6.00K

0.04%

NWF Advisory Services Inc.

5.82K

Mar 31, 26

-915

0.04%

Pallas Capital Advisors LLC

5.77K

Mar 31, 26

-2.22K

0.04%

Grant Street Asset Management, Inc.

5.74K

Mar 31, 26

0.04%

Colony Group, LLC

5.70K

Mar 31, 26

-4.12K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.64K

Mar 31, 26

+1.20K

0.04%

Spire Wealth Management

5.34K

Mar 31, 26

0.04%

Anfield Capital Management, LLC

5.26K

Mar 31, 26

0.04%

HRT FINANCIAL LP

5.25K

Mar 31, 26

-5.32K

0.04%

SILVER OAK SECURITIES, INCORPORATED

5.16K

Mar 31, 26

+272

0.04%

Koshinski Asset Management, Inc.

5.14K

Mar 31, 26

-180

0.04%

INSIGNEO ADVISORY SERVICES, LLC

4.99K

Mar 31, 26

-242

0.03%

Rockefeller Capital Management L.P.

4.96K

Mar 31, 26

0.03%

BARCLAYS PLC

4.81K

Mar 31, 26

+2.89K

0.03%

Financial Network Wealth Advisors LLC

4.25K

Mar 31, 26

0.03%

MORGAN STANLEY

3.64K

Mar 31, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.17K

Mar 31, 26

-11.53K

0.01%

Capital Analysts, LLC

2.02K

Mar 31, 26

0.01%

IFP Advisors, Inc

1.99K

Mar 31, 26

0.01%

Kilter Group LLC

1.99K

Mar 31, 26

0.01%

Larson Financial Group LLC

1.89K

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

1.63K

Mar 31, 26

0.01%

Murphy & Mullick Capital Management Corp

1.52K

Mar 31, 26

-225

0.01%

JONES FINANCIAL COMPANIES LLLP

1.50K

Mar 31, 26

+1.50K

0.01%

AdvisorNet Financial, Inc

1.29K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

1.23K

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

1.05K

Mar 31, 26

-2.10K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

807

Mar 31, 26

0.01%

Noble Wealth Management PBC

800

Mar 31, 26

-150

0.01%

UBS Group AG

606

Mar 31, 26

+298

0.00%

ASSETMARK, INC

381

Mar 31, 26

0.00%

Allworth Financial LP

325

Mar 31, 26

0.00%

Mosley Wealth Management

301

Mar 31, 26

+301

0.00%

Pinnacle Wealth Planning Services, Inc.

228

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

192

Mar 31, 26

-43

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

160

Mar 31, 26

+160

0.00%

Advisory Services Network, LLC

128

Mar 31, 26

+128

0.00%

US BANCORP \DE\

Mar 31, 26

+19

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-5.80K

Capital Investment Advisory Services, LLC

Mar 31, 26

-64

Smartleaf Asset Management LLC

Mar 31, 26

-32

WELLS FARGO & COMPANY/MN

Mar 31, 26

-1.68K

Great Lakes Retirement, Inc.

Mar 31, 26

-11.31K

NorthCrest Asset Manangement, LLC

Mar 31, 26

-7.85K

NEW WAVE WEALTH ADVISORS LLC

Mar 31, 26

-376.74K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-5.50K

Lloyd Advisory Services, LLC.

Mar 31, 26

-796

Kingdom Financial Group LLC.

Mar 31, 26

-1.50K

Camelot Portfolios, LLC

Mar 31, 26

-1.69K

Schulz Wealth, LTD.

101.09K

Dec 31, 25

0.69%

ORG Partners LLC

18.35K

Dec 31, 25

-6.50K

0.13%

GPS Wealth Strategies Group, LLC

428

Dec 31, 25

-8.01K

0.00%

Pineridge Advisors LLC

Sep 30, 25

+24

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-30

Atria Wealth Solutions, Inc.

Jun 30, 25

-36.19K

Raymond James Financial Services Advisors, Inc.

485.16K

Sep 30, 24

+140.13K

3.31%

RAYMOND JAMES & ASSOCIATES

237.69K

Sep 30, 24

+81.56K

1.62%

RAYMOND JAMES TRUST N.A.

5.80K

Sep 30, 24

+5.80K

0.04%

Cetera Advisors LLC

107.70K

Mar 31, 24

+26

0.74%

Cetera Advisor Networks LLC

41.34K

Mar 31, 24

-60.22K

0.28%

InterOcean Capital Group, LLC

11.65K

Mar 31, 24

-1.95K

0.08%