FT Vest U.S. Equity Moderate Buffer ETF - June(GJUN)

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FT Vest U.S. Equity Moderate Buffer ETF - June(GJUN)

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GJUN(GJUN)

GJUN

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

Institutional Ownership

Top 138 Institutional Holders

Holder	Shares	Date	Change	% Held
Cetera Investment Advisers	360.80K	Mar 31, 26	+93.47K	3.97%
Mariner, LLC	268.63K	Mar 31, 26	+28.34K	2.96%
Atria Investments, Inc	263.29K	Mar 31, 26	+36.17K	2.90%
RAYMOND JAMES FINANCIAL INC	231.34K	Mar 31, 26	-18.64K	2.55%
ENVESTNET ASSET MANAGEMENT INC	225.44K	Mar 31, 26	+153.78K	2.48%
COMMONWEALTH EQUITY SERVICES, LLC	213.88K	Mar 31, 26	-40.93K	2.35%
First International Bank of Israel Ltd.	200.00K	Mar 31, 26	--	2.20%
Kestra Advisory Services, LLC	171.91K	Mar 31, 26	+7.37K	1.89%
LPL Financial LLC	161.57K	Mar 31, 26	-2.73K	1.78%
Colony Group, LLC	147.23K	Mar 31, 26	-21.07K	1.62%
ADVISOR GROUP HOLDINGS, INC.	122.99K	Mar 31, 26	-55.84K	1.35%
Avantra Family Wealth, Inc.	108.33K	Mar 31, 26	+3.16K	1.19%
VestGen Advisors, LLC	95.06K	Mar 31, 26	+16.50K	1.05%
Americana Partners, LLC	94.48K	Mar 31, 26	-26.55K	1.04%
Sunbelt Securities, Inc.	92.39K	Mar 31, 26	-1.20K	1.02%
CAPTRUST FINANCIAL ADVISORS	69.97K	Mar 31, 26	+331	0.77%
Cambridge Investment Research Advisors, Inc.	49.67K	Mar 31, 26	-2.02K	0.55%
Foundations Investment Advisors, LLC	47.34K	Mar 31, 26	+535	0.52%
Arkadios Wealth Advisors	44.18K	Mar 31, 26	+579	0.49%
FOUNDERS FINANCIAL SECURITIES LLC	43.26K	Mar 31, 26	+5.45K	0.48%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	42.34K	Mar 31, 26	+820	0.47%
NovaPoint Capital, LLC	40.64K	Mar 31, 26	-983	0.45%
Keystone Wealth Services, LLC	36.57K	Mar 31, 26	-98.79K	0.40%
ACT Advisors, LLC.	35.81K	Mar 31, 26	--	0.39%
TRUIST FINANCIAL CORP	35.69K	Mar 31, 26	+12	0.39%
HRT FINANCIAL LP	32.47K	Mar 31, 26	+32.47K	0.36%
Diligent Investors, LLC	32.13K	Mar 31, 26	-526	0.35%
CreativeOne Wealth, LLC	32.00K	Mar 31, 26	+16.13K	0.35%
CITY HOLDING CO	31.10K	Mar 31, 26	--	0.34%
Archer Investment Corp	30.96K	Mar 31, 26	--	0.34%
AdvisorNet Financial, Inc	29.96K	Mar 31, 26	--	0.33%
Triad Wealth Partners, LLC	29.12K	Mar 31, 26	+2.15K	0.32%
Tanglewood Legacy Advisors, LLC	28.19K	Mar 31, 26	--	0.31%
Nvest Financial, LLC	27.34K	Mar 31, 26	--	0.30%
Ignite Planners, LLC	25.62K	Mar 31, 26	-8.15K	0.28%
Integrated Wealth Concepts LLC	25.25K	Mar 31, 26	-110	0.28%
INDEPENDENT FINANCIAL GROUP, LLC	24.23K	Mar 31, 26	-12.46K	0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.39K	Mar 31, 26	-7.21K	0.25%
Icon Wealth Advisors, LLC	21.93K	Mar 31, 26	-17	0.24%
NewEdge Advisors, LLC	21.61K	Mar 31, 26	-4.76K	0.24%
CITADEL ADVISORS LLC	20.90K	Mar 31, 26	+14.23K	0.23%
Signal Advisors Wealth, LLC	20.82K	Mar 31, 26	+20.82K	0.23%
Sequent Planning LLC	20.78K	Mar 31, 26	-885	0.23%
MML INVESTORS SERVICES, LLC	20.37K	Mar 31, 26	+9.23K	0.22%
Wood Tarver Financial Group, LLC	19.54K	Mar 31, 26	-678	0.22%
Evergreen Wealth Solutions, LLC	19.12K	Mar 31, 26	+19.12K	0.21%
Ausdal Financial Partners, Inc.	17.38K	Mar 31, 26	-309	0.19%
Hanlon Investment Management, Inc.	17.00K	Mar 31, 26	+17.00K	0.19%
Harvest Investment Services, LLC	15.28K	Mar 31, 26	-2.34K	0.17%
Integrity Financial Corp /WA	15.28K	Mar 31, 26	--	0.17%
ROYAL BANK OF CANADA	14.91K	Mar 31, 26	-2.30K	0.16%
Janney Montgomery Scott LLC	14.44K	Mar 31, 26	-63.05K	0.16%
Santori & Peters, Inc.	14.07K	Mar 31, 26	--	0.15%
Gallagher Fiduciary Advisors, LLC	13.96K	Mar 31, 26	+553	0.15%
Mutual Advisors, LLC	13.60K	Mar 31, 26	--	0.15%
Steward Partners Investment Advisory, LLC	13.34K	Mar 31, 26	-1.20K	0.15%
REAP Financial Group, LLC	12.88K	Mar 31, 26	-167	0.14%
MAI Capital Management	11.71K	Mar 31, 26	-131	0.13%
Robertson Stephens Wealth Management, LLC	10.88K	Mar 31, 26	--	0.12%
CENTAURUS FINANCIAL, INC.	10.48K	Mar 31, 26	--	0.12%
NORDEN GROUP LLC	10.16K	Mar 31, 26	-1.44K	0.11%
NorthCrest Asset Manangement, LLC	10.06K	Mar 31, 26	-1.46K	0.11%
Brookstone Capital Management	9.83K	Mar 31, 26	-812	0.11%
Holistic Planning, LLC	9.82K	Mar 31, 26	--	0.11%
CoreCap Advisors, LLC	9.39K	Mar 31, 26	+179	0.10%
OLD MISSION CAPITAL LLC	8.98K	Mar 31, 26	+8.98K	0.10%
Summit Financial Wealth Advisors, LLC	8.13K	Mar 31, 26	-3.31K	0.09%
Catalina Capital Group, LLC	8.11K	Mar 31, 26	--	0.09%
Concurrent Investment Advisors, LLC	7.90K	Mar 31, 26	+7.90K	0.09%
Quad-Cities Investment Group, LLC	7.83K	Mar 31, 26	-536	0.09%
STEPHENS INC /AR/	7.67K	Mar 31, 26	--	0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	7.66K	Mar 31, 26	-103	0.08%
SRS Capital Advisors, Inc.	7.66K	Mar 31, 26	+7.66K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.66K	Mar 31, 26	-4.12K	0.08%
AE Wealth Management LLC	7.65K	Mar 31, 26	-70	0.08%
1776 Wealth LLC	7.56K	Mar 31, 26	--	0.08%
Prosperity Financial Group, Inc.	7.52K	Mar 31, 26	-36	0.08%
SILVER OAK SECURITIES, INCORPORATED	7.50K	Mar 31, 26	+163	0.08%
MGO ONE SEVEN LLC	7.47K	Mar 31, 26	--	0.08%
IFP Advisors, Inc	7.39K	Mar 31, 26	--	0.08%
Chris Bulman Inc	7.26K	Mar 31, 26	-24	0.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	6.78K	Mar 31, 26	--	0.07%
Parallel Advisors, LLC	6.75K	Mar 31, 26	+6.75K	0.07%
Sanctuary Advisors, LLC	6.25K	Mar 31, 26	-1.79K	0.07%
First Heartland Consultants, Inc.	6.18K	Mar 31, 26	+17	0.07%
Stratos Wealth Advisors, LLC	6.16K	Mar 31, 26	-57	0.07%
Waverly Advisors, LLC	5.83K	Mar 31, 26	-180	0.06%
Cornell Pochily Investment Advisors, Inc.	5.83K	Mar 31, 26	--	0.06%
Envestnet Portfolio Solutions, Inc.	5.50K	Mar 31, 26	+5.50K	0.06%
HBW Advisory Services LLC	5.23K	Mar 31, 26	-150	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.21K	Mar 31, 26	--	0.06%
FSB PREMIER WEALTH MANAGEMENT, INC.	5.18K	Mar 31, 26	-2	0.06%
Castle Rock Wealth Management, LLC	5.14K	Mar 31, 26	--	0.06%
NBC SECURITIES, INC.	4.68K	Mar 31, 26	--	0.05%
DHJJ Financial Advisors, Ltd.	4.61K	Mar 31, 26	--	0.05%
BARCLAYS PLC	4.57K	Mar 31, 26	-262	0.05%
GoalVest Advisory LLC	4.12K	Mar 31, 26	+251	0.05%
Farther Finance Advisors, LLC	3.25K	Mar 31, 26	-347	0.04%
Geneos Wealth Management Inc.	2.45K	Mar 31, 26	--	0.03%
Kilter Group LLC	1.99K	Mar 31, 26	--	0.02%
JONES FINANCIAL COMPANIES LLLP	1.90K	Mar 31, 26	+1.90K	0.02%
UBS Group AG	1.18K	Mar 31, 26	+738	0.01%
Elevated Capital Advisors, LLC	1.14K	Mar 31, 26	-48.20K	0.01%
HARBOUR INVESTMENTS, INC.	1.14K	Mar 31, 26	-5.46K	0.01%
Financial Network Wealth Advisors LLC	1.11K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	929	Mar 31, 26	+861	0.01%
Rockefeller Capital Management L.P.	675	Mar 31, 26	-335	0.01%
Capital Analysts, LLC	670	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	632	Mar 31, 26	+598	0.01%
CWM, LLC	506	Mar 31, 26	--	0.01%
IMG Wealth Management, Inc.	412	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	200	Mar 31, 26	-165	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	37	Mar 31, 26	--	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-10.24K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-13.71K	--
FIFTH THIRD BANCORP	--	Mar 31, 26	-2.90K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-1.00K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-625	--
StoneX Group Inc.	--	Mar 31, 26	-5.72K	--
PKS Advisory Services, LLC	--	Mar 31, 26	-5.33K	--
Savvy Advisors, Inc.	--	Mar 31, 26	-6.31K	--
Schulz Wealth, LTD.	56.65K	Dec 31, 25	--	0.62%
AIFG Consultants Ltd.	13.70K	Dec 31, 25	--	0.15%
Global Retirement Partners, LLC	11.80K	Dec 31, 25	-95	0.13%
GPS Wealth Strategies Group, LLC	4.64K	Dec 31, 25	-5.45K	0.05%
SageView Advisory Group, LLC	2.25K	Dec 31, 25	+2.25K	0.02%
LM Advisors LLC	1.24K	Dec 31, 25	-30.05K	0.01%
GRIES FINANCIAL LLC	8.33K	Sep 30, 25	-6.25K	0.09%
BRASS TAX WEALTH MANAGEMENT, INC	6.13K	Sep 30, 25	-305	0.07%
AVANTAX ADVISORY SERVICES, INC.	14.57K	Jun 30, 25	+8.29K	0.16%
Atria Wealth Solutions, Inc.	12.67K	Jun 30, 25	-27.14K	0.14%
Orion Portfolio Solutions, LLC	10.83K	Mar 31, 25	-23	0.12%
Raymond James Financial Services Advisors, Inc.	822.50K	Sep 30, 24	+353.77K	9.06%
RAYMOND JAMES & ASSOCIATES	341.25K	Sep 30, 24	+115.59K	3.76%
InterOcean Capital Group, LLC	383.83K	Mar 31, 24	-77.87K	4.23%
Cetera Advisors LLC	37.28K	Mar 31, 24	+7.11K	0.41%
Cetera Advisor Networks LLC	36.77K	Mar 31, 24	+11.41K	0.40%
Icon Wealth Partners, LLC	15.65K	Sep 30, 23	-293	0.17%

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Holder

Date

Change

% Held

Cetera Investment Advisers

360.80K

Mar 31, 26

+93.47K

3.97%

Mariner, LLC

268.63K

Mar 31, 26

+28.34K

2.96%

Atria Investments, Inc

263.29K

Mar 31, 26

+36.17K

2.90%

RAYMOND JAMES FINANCIAL INC

231.34K

Mar 31, 26

-18.64K

2.55%

ENVESTNET ASSET MANAGEMENT INC

225.44K

Mar 31, 26

+153.78K

2.48%

COMMONWEALTH EQUITY SERVICES, LLC

213.88K

Mar 31, 26

-40.93K

2.35%

First International Bank of Israel Ltd.

200.00K

Mar 31, 26

2.20%

Kestra Advisory Services, LLC

171.91K

Mar 31, 26

+7.37K

1.89%

LPL Financial LLC

161.57K

Mar 31, 26

-2.73K

1.78%

Colony Group, LLC

147.23K

Mar 31, 26

-21.07K

1.62%

ADVISOR GROUP HOLDINGS, INC.

122.99K

Mar 31, 26

-55.84K

1.35%

Avantra Family Wealth, Inc.

108.33K

Mar 31, 26

+3.16K

1.19%

VestGen Advisors, LLC

95.06K

Mar 31, 26

+16.50K

1.05%

Americana Partners, LLC

94.48K

Mar 31, 26

-26.55K

1.04%

Sunbelt Securities, Inc.

92.39K

Mar 31, 26

-1.20K

1.02%

CAPTRUST FINANCIAL ADVISORS

69.97K

Mar 31, 26

+331

0.77%

Cambridge Investment Research Advisors, Inc.

49.67K

Mar 31, 26

-2.02K

0.55%

Foundations Investment Advisors, LLC

47.34K

Mar 31, 26

+535

0.52%

Arkadios Wealth Advisors

44.18K

Mar 31, 26

+579

0.49%

FOUNDERS FINANCIAL SECURITIES LLC

43.26K

Mar 31, 26

+5.45K

0.48%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

42.34K

Mar 31, 26

+820

0.47%

NovaPoint Capital, LLC

40.64K

Mar 31, 26

-983

0.45%

Keystone Wealth Services, LLC

36.57K

Mar 31, 26

-98.79K

0.40%

ACT Advisors, LLC.

35.81K

Mar 31, 26

0.39%

TRUIST FINANCIAL CORP

35.69K

Mar 31, 26

+12

0.39%

HRT FINANCIAL LP

32.47K

Mar 31, 26

+32.47K

0.36%

Diligent Investors, LLC

32.13K

Mar 31, 26

-526

0.35%

CreativeOne Wealth, LLC

32.00K

Mar 31, 26

+16.13K

0.35%

CITY HOLDING CO

31.10K

Mar 31, 26

0.34%

Archer Investment Corp

30.96K

Mar 31, 26

0.34%

AdvisorNet Financial, Inc

29.96K

Mar 31, 26

0.33%

Triad Wealth Partners, LLC

29.12K

Mar 31, 26

+2.15K

0.32%

Tanglewood Legacy Advisors, LLC

28.19K

Mar 31, 26

0.31%

Nvest Financial, LLC

27.34K

Mar 31, 26

0.30%

Ignite Planners, LLC

25.62K

Mar 31, 26

-8.15K

0.28%

Integrated Wealth Concepts LLC

25.25K

Mar 31, 26

-110

0.28%

INDEPENDENT FINANCIAL GROUP, LLC

24.23K

Mar 31, 26

-12.46K

0.27%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.39K

Mar 31, 26

-7.21K

0.25%

Icon Wealth Advisors, LLC

21.93K

Mar 31, 26

-17

0.24%

NewEdge Advisors, LLC

21.61K

Mar 31, 26

-4.76K

0.24%

CITADEL ADVISORS LLC

20.90K

Mar 31, 26

+14.23K

0.23%

Signal Advisors Wealth, LLC

20.82K

Mar 31, 26

+20.82K

0.23%

Sequent Planning LLC

20.78K

Mar 31, 26

-885

0.23%

MML INVESTORS SERVICES, LLC

20.37K

Mar 31, 26

+9.23K

0.22%

Wood Tarver Financial Group, LLC

19.54K

Mar 31, 26

-678

0.22%

Evergreen Wealth Solutions, LLC

19.12K

Mar 31, 26

+19.12K

0.21%

Ausdal Financial Partners, Inc.

17.38K

Mar 31, 26

-309

0.19%

Hanlon Investment Management, Inc.

17.00K

Mar 31, 26

+17.00K

0.19%

Harvest Investment Services, LLC

15.28K

Mar 31, 26

-2.34K

0.17%

Integrity Financial Corp /WA

15.28K

Mar 31, 26

0.17%

ROYAL BANK OF CANADA

14.91K

Mar 31, 26

-2.30K

0.16%

Janney Montgomery Scott LLC

14.44K

Mar 31, 26

-63.05K

0.16%

Santori & Peters, Inc.

14.07K

Mar 31, 26

0.15%

Gallagher Fiduciary Advisors, LLC

13.96K

Mar 31, 26

+553

0.15%

Mutual Advisors, LLC

13.60K

Mar 31, 26

0.15%

Steward Partners Investment Advisory, LLC

13.34K

Mar 31, 26

-1.20K

0.15%

REAP Financial Group, LLC

12.88K

Mar 31, 26

-167

0.14%

MAI Capital Management

11.71K

Mar 31, 26

-131

0.13%

Robertson Stephens Wealth Management, LLC

10.88K

Mar 31, 26

0.12%

CENTAURUS FINANCIAL, INC.

10.48K

Mar 31, 26

0.12%

NORDEN GROUP LLC

10.16K

Mar 31, 26

-1.44K

0.11%

NorthCrest Asset Manangement, LLC

10.06K

Mar 31, 26

-1.46K

0.11%

Brookstone Capital Management

9.83K

Mar 31, 26

-812

0.11%

Holistic Planning, LLC

9.82K

Mar 31, 26

0.11%

CoreCap Advisors, LLC

9.39K

Mar 31, 26

+179

0.10%

OLD MISSION CAPITAL LLC

8.98K

Mar 31, 26

+8.98K

0.10%

Summit Financial Wealth Advisors, LLC

8.13K

Mar 31, 26

-3.31K

0.09%

Catalina Capital Group, LLC

8.11K

Mar 31, 26

0.09%

Concurrent Investment Advisors, LLC

7.90K

Mar 31, 26

+7.90K

0.09%

Quad-Cities Investment Group, LLC

7.83K

Mar 31, 26

-536

0.09%

STEPHENS INC /AR/

7.67K

Mar 31, 26

0.08%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

7.66K

Mar 31, 26

-103

0.08%

SRS Capital Advisors, Inc.

7.66K

Mar 31, 26

+7.66K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.66K

Mar 31, 26

-4.12K

0.08%

AE Wealth Management LLC

7.65K

Mar 31, 26

-70

0.08%

1776 Wealth LLC

7.56K

Mar 31, 26

0.08%

Prosperity Financial Group, Inc.

7.52K

Mar 31, 26

-36

0.08%

SILVER OAK SECURITIES, INCORPORATED

7.50K

Mar 31, 26

+163

0.08%

MGO ONE SEVEN LLC

7.47K

Mar 31, 26

0.08%

IFP Advisors, Inc

7.39K

Mar 31, 26

0.08%

Chris Bulman Inc

7.26K

Mar 31, 26

-24

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

6.78K

Mar 31, 26

0.07%

Parallel Advisors, LLC

6.75K

Mar 31, 26

+6.75K

0.07%

Sanctuary Advisors, LLC

6.25K

Mar 31, 26

-1.79K

0.07%

First Heartland Consultants, Inc.

6.18K

Mar 31, 26

+17

0.07%

Stratos Wealth Advisors, LLC

6.16K

Mar 31, 26

-57

0.07%

Waverly Advisors, LLC

5.83K

Mar 31, 26

-180

0.06%

Cornell Pochily Investment Advisors, Inc.

5.83K

Mar 31, 26

0.06%

Envestnet Portfolio Solutions, Inc.

5.50K

Mar 31, 26

+5.50K

0.06%

HBW Advisory Services LLC

5.23K

Mar 31, 26

-150

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.21K

Mar 31, 26

0.06%

FSB PREMIER WEALTH MANAGEMENT, INC.

5.18K

Mar 31, 26

-2

0.06%

Castle Rock Wealth Management, LLC

5.14K

Mar 31, 26

0.06%

NBC SECURITIES, INC.

4.68K

Mar 31, 26

0.05%

DHJJ Financial Advisors, Ltd.

4.61K

Mar 31, 26

0.05%

BARCLAYS PLC

4.57K

Mar 31, 26

-262

0.05%

GoalVest Advisory LLC

4.12K

Mar 31, 26

+251

0.05%

Farther Finance Advisors, LLC

3.25K

Mar 31, 26

-347

0.04%

Geneos Wealth Management Inc.

2.45K

Mar 31, 26

0.03%

Kilter Group LLC

1.99K

Mar 31, 26

0.02%

JONES FINANCIAL COMPANIES LLLP

1.90K

Mar 31, 26

+1.90K

0.02%

UBS Group AG

1.18K

Mar 31, 26

+738

0.01%

Elevated Capital Advisors, LLC

1.14K

Mar 31, 26

-48.20K

0.01%

HARBOUR INVESTMENTS, INC.

1.14K

Mar 31, 26

-5.46K

0.01%

Financial Network Wealth Advisors LLC

1.11K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

929

Mar 31, 26

+861

0.01%

Rockefeller Capital Management L.P.

675

Mar 31, 26

-335

0.01%

Capital Analysts, LLC

670

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

632

Mar 31, 26

+598

0.01%

CWM, LLC

506

Mar 31, 26

0.01%

IMG Wealth Management, Inc.

412

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

200

Mar 31, 26

-165

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-10.24K

Brinker Capital Investments, LLC

Mar 31, 26

-13.71K

FIFTH THIRD BANCORP

Mar 31, 26

-2.90K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-1.00K

Lloyd Advisory Services, LLC.

Mar 31, 26

-625

StoneX Group Inc.

Mar 31, 26

-5.72K

PKS Advisory Services, LLC

Mar 31, 26

-5.33K

Savvy Advisors, Inc.

Mar 31, 26

-6.31K

Schulz Wealth, LTD.

56.65K

Dec 31, 25

0.62%

AIFG Consultants Ltd.

13.70K

Dec 31, 25

0.15%

Global Retirement Partners, LLC

11.80K

Dec 31, 25

-95

0.13%

GPS Wealth Strategies Group, LLC

4.64K

Dec 31, 25

-5.45K

0.05%

SageView Advisory Group, LLC

2.25K

Dec 31, 25

+2.25K

0.02%

LM Advisors LLC

1.24K

Dec 31, 25

-30.05K

0.01%

GRIES FINANCIAL LLC

8.33K

Sep 30, 25

-6.25K

0.09%

BRASS TAX WEALTH MANAGEMENT, INC

6.13K

Sep 30, 25

-305

0.07%

AVANTAX ADVISORY SERVICES, INC.

14.57K

Jun 30, 25

+8.29K

0.16%

Atria Wealth Solutions, Inc.

12.67K

Jun 30, 25

-27.14K

0.14%

Orion Portfolio Solutions, LLC

10.83K

Mar 31, 25

-23

0.12%

Raymond James Financial Services Advisors, Inc.

822.50K

Sep 30, 24

+353.77K

9.06%

RAYMOND JAMES & ASSOCIATES

341.25K

Sep 30, 24

+115.59K

3.76%

InterOcean Capital Group, LLC

383.83K

Mar 31, 24

-77.87K

4.23%

Cetera Advisors LLC

37.28K

Mar 31, 24

+7.11K

0.41%

Cetera Advisor Networks LLC

36.77K

Mar 31, 24

+11.41K

0.40%

Icon Wealth Partners, LLC

15.65K

Sep 30, 23

-293

0.17%