FT Vest U.S. Equity Moderate Buffer ETF - March(GMAR)

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FT Vest U.S. Equity Moderate Buffer ETF - March(GMAR)

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GMAR(GMAR)

GMAR

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

Institutional Ownership

Top 141 Institutional Holders

Holder	Shares	Date	Change	% Held
LVZ, Inc.	9.51K	Jun 30, 26	--	0.11%
Noble Wealth Management PBC	8.12K	Jun 30, 26	-630	0.09%
LEGACY SOLUTIONS, LLC	7.18K	Jun 30, 26	--	0.08%
RAYMOND JAMES FINANCIAL INC	883.10K	Mar 31, 26	+78.01K	9.83%
First International Bank of Israel Ltd.	480.00K	Mar 31, 26	+480.00K	5.34%
COMMONWEALTH EQUITY SERVICES, LLC	349.55K	Mar 31, 26	+2.50K	3.89%
ADVISOR GROUP HOLDINGS, INC.	265.99K	Mar 31, 26	+21.70K	2.96%
Kestra Advisory Services, LLC	219.84K	Mar 31, 26	+28.80K	2.45%
Cetera Investment Advisers	179.08K	Mar 31, 26	-53.24K	1.99%
LPL Financial LLC	167.24K	Mar 31, 26	+75.85K	1.86%
Wood Tarver Financial Group, LLC	138.74K	Mar 31, 26	+546	1.54%
CITY HOLDING CO	131.35K	Mar 31, 26	--	1.46%
AssuredPartners Investment Advisors, LLC	128.06K	Mar 31, 26	--	1.43%
FOUNDERS FINANCIAL SECURITIES LLC	127.38K	Mar 31, 26	+14.93K	1.42%
Bouchey Financial Group Ltd	105.08K	Mar 31, 26	-9.42K	1.17%
ENVESTNET ASSET MANAGEMENT INC	91.81K	Mar 31, 26	-125.67K	1.02%
Cambridge Investment Research Advisors, Inc.	91.59K	Mar 31, 26	+32.09K	1.02%
Sunbelt Securities, Inc.	67.02K	Mar 31, 26	-23.83K	0.75%
MML INVESTORS SERVICES, LLC	66.58K	Mar 31, 26	-16.82K	0.74%
MAI Capital Management	61.95K	Mar 31, 26	-646	0.69%
Janney Montgomery Scott LLC	59.87K	Mar 31, 26	-88.60K	0.67%
Holistic Planning, LLC	44.89K	Mar 31, 26	-2.11K	0.50%
Arkadios Wealth Advisors	42.77K	Mar 31, 26	+1.91K	0.48%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	41.75K	Mar 31, 26	+36.24K	0.46%
Anfield Capital Management, LLC	40.39K	Mar 31, 26	-243	0.45%
TRUIST FINANCIAL CORP	37.50K	Mar 31, 26	+398	0.42%
Keystone Wealth Services, LLC	37.22K	Mar 31, 26	+37.22K	0.41%
REAP Financial Group, LLC	33.68K	Mar 31, 26	-8.05K	0.37%
Chris Bulman Inc	28.11K	Mar 31, 26	+12.49K	0.31%
MGO ONE SEVEN LLC	27.48K	Mar 31, 26	+566	0.31%
Tanglewood Legacy Advisors, LLC	26.43K	Mar 31, 26	+7.89K	0.29%
Brookstone Capital Management	26.35K	Mar 31, 26	+7.22K	0.29%
Ignite Planners, LLC	24.88K	Mar 31, 26	--	0.28%
NewEdge Advisors, LLC	24.86K	Mar 31, 26	-911	0.28%
Capital Investment Advisory Services, LLC	23.09K	Mar 31, 26	+22.35K	0.26%
Madrona Financial Services, LLC	22.98K	Mar 31, 26	+6.94K	0.26%
Diligent Investors, LLC	22.92K	Mar 31, 26	+1.04K	0.26%
Waverly Advisors, LLC	19.72K	Mar 31, 26	-320	0.22%
Concurrent Investment Advisors, LLC	18.61K	Mar 31, 26	+18.61K	0.21%
HARBOUR INVESTMENTS, INC.	18.53K	Mar 31, 26	+12.91K	0.21%
AQR CAPITAL MANAGEMENT LLC	18.46K	Mar 31, 26	--	0.21%
Kovack Advisors, Inc.	17.89K	Mar 31, 26	+1.59K	0.20%
Range Financial Group LLC	17.43K	Mar 31, 26	+896	0.19%
ALESCO ADVISORS LLC	15.74K	Mar 31, 26	--	0.18%
Mutual Advisors, LLC	15.17K	Mar 31, 26	+4.98K	0.17%
HBW Advisory Services LLC	14.73K	Mar 31, 26	+14.73K	0.16%
INSIGNEO ADVISORY SERVICES, LLC	14.70K	Mar 31, 26	-1.26K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.45K	Mar 31, 26	+8.19K	0.16%
CENTAURUS FINANCIAL, INC.	13.86K	Mar 31, 26	+1.51K	0.15%
Sanctuary Advisors, LLC	12.92K	Mar 31, 26	-800	0.14%
Gallagher Fiduciary Advisors, LLC	12.90K	Mar 31, 26	-78	0.14%
CITADEL ADVISORS LLC	12.73K	Mar 31, 26	+585	0.14%
JPMORGAN CHASE & CO	11.86K	Mar 31, 26	+9.92K	0.13%
STEPHENS INC /AR/	11.82K	Mar 31, 26	--	0.13%
NorthCrest Asset Manangement, LLC	10.60K	Mar 31, 26	+180	0.12%
PKS Advisory Services, LLC	10.38K	Mar 31, 26	+2.94K	0.12%
CreativeOne Wealth, LLC	10.31K	Mar 31, 26	-11.87K	0.11%
M Holdings Securities, Inc.	10.00K	Mar 31, 26	+10.00K	0.11%
MBL Wealth, LLC	10.00K	Mar 31, 26	--	0.11%
Cresset Asset Management, LLC	9.99K	Mar 31, 26	--	0.11%
SRS Capital Advisors, Inc.	9.82K	Mar 31, 26	+9.82K	0.11%
RFG Advisory, LLC	9.30K	Mar 31, 26	+9.30K	0.10%
CARY STREET PARTNERS FINANCIAL LLC	8.84K	Mar 31, 26	+1.00K	0.10%
HFG Wealth Management, LLC	8.45K	Mar 31, 26	--	0.09%
SAGESPRING WEALTH PARTNERS, LLC	7.68K	Mar 31, 26	--	0.09%
DHJJ Financial Advisors, Ltd.	7.66K	Mar 31, 26	--	0.09%
Schubert & Co	7.62K	Mar 31, 26	-9.82K	0.08%
FSB PREMIER WEALTH MANAGEMENT, INC.	7.52K	Mar 31, 26	+7.52K	0.08%
Koshinski Asset Management, Inc.	7.41K	Mar 31, 26	-1.75K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.21K	Mar 31, 26	--	0.08%
CAPTRUST FINANCIAL ADVISORS	7.20K	Mar 31, 26	--	0.08%
Archer Investment Corp	7.18K	Mar 31, 26	+1.93K	0.08%
Foundations Investment Advisors, LLC	7.03K	Mar 31, 26	+7.03K	0.08%
KINGSWOOD WEALTH ADVISORS, LLC	7.02K	Mar 31, 26	+7.02K	0.08%
Colony Group, LLC	6.91K	Mar 31, 26	--	0.08%
Snowden Capital Advisors LLC	6.84K	Mar 31, 26	+200	0.08%
Beacon Pointe Advisors, LLC	6.82K	Mar 31, 26	+6.82K	0.08%
AdvisorNet Financial, Inc	6.81K	Mar 31, 26	--	0.08%
DIVERSIFY WEALTH MANAGEMENT, LLC	6.70K	Mar 31, 26	+6.70K	0.07%
Integrated Wealth Concepts LLC	6.43K	Mar 31, 26	--	0.07%
Vestmark Advisory Solutions, Inc.	6.23K	Mar 31, 26	-1.42K	0.07%
Mount Yale Investment Advisors, LLC	6.23K	Mar 31, 26	-1.42K	0.07%
Sequent Planning LLC	5.98K	Mar 31, 26	+271	0.07%
RiverTree Advisors, LLC	5.90K	Mar 31, 26	+5.90K	0.07%
PARK AVENUE SECURITIES LLC	5.73K	Mar 31, 26	-1.75K	0.06%
Spire Wealth Management	5.67K	Mar 31, 26	--	0.06%
Prosperity Consulting Group, LLC	5.52K	Mar 31, 26	--	0.06%
Grantvest Financial Group LLC	5.25K	Mar 31, 26	-1.74K	0.06%
BostonPremier Wealth LLC	4.92K	Mar 31, 26	--	0.05%
Stratos Wealth Advisors, LLC	4.92K	Mar 31, 26	+4.92K	0.05%
Triad Wealth Partners, LLC	4.91K	Mar 31, 26	-1.13K	0.05%
BARCLAYS PLC	4.59K	Mar 31, 26	-302	0.05%
Steward Partners Investment Advisory, LLC	4.50K	Mar 31, 26	-1.40K	0.05%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.49K	Mar 31, 26	+1.99K	0.04%
Geneos Wealth Management Inc.	3.40K	Mar 31, 26	--	0.04%
CWM, LLC	2.82K	Mar 31, 26	-10	0.03%
Rockefeller Capital Management L.P.	2.28K	Mar 31, 26	--	0.03%
Financial Network Wealth Advisors LLC	2.17K	Mar 31, 26	+1.10K	0.02%
MORGAN STANLEY	2.00K	Mar 31, 26	+2.00K	0.02%
Capital Analysts, LLC	1.86K	Mar 31, 26	--	0.02%
Integrity Financial Corp /WA	1.75K	Mar 31, 26	+303	0.02%
HAZLETT, BURT & WATSON, INC.	1.49K	Mar 31, 26	-1.25K	0.02%
Advisory Services Network, LLC	1.42K	Mar 31, 26	+1.42K	0.02%
NBC SECURITIES, INC.	940	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	700	Mar 31, 26	-228	0.01%
Allworth Financial LP	589	Mar 31, 26	--	0.01%
IMG Wealth Management, Inc.	588	Mar 31, 26	--	0.01%
Pinnacle Bancorp, Inc.	325	Mar 31, 26	--	0.00%
ASSETMARK, INC	320	Mar 31, 26	+320	0.00%
Farther Finance Advisors, LLC	291	Mar 31, 26	-44	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	155	Mar 31, 26	+155	0.00%
WELLS FARGO & COMPANY/MN	120	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	118	Mar 31, 26	--	0.00%
Ameritas Investment Partners, Inc.	--	Mar 31, 26	-300	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-6.70K	--
Maridea Wealth Management LLC	--	Mar 31, 26	-6.16K	--
Hanlon Investment Management, Inc.	--	Mar 31, 26	-11.06K	--
FIFTH THIRD BANCORP	--	Mar 31, 26	-2.79K	--
CRUX WEALTH ADVISORS	--	Mar 31, 26	-4.95K	--
HRT FINANCIAL LP	--	Mar 31, 26	-6.04K	--
Signal Advisors Wealth, LLC	--	Mar 31, 26	-15.12K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-5.53K	--
IMC-Chicago, LLC	--	Mar 31, 26	-22.18K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-5.99K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-8.41K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-8.87K	--
Schulz Wealth, LTD.	36.47K	Dec 31, 25	-1.17K	0.41%
ORG Partners LLC	3.50K	Dec 31, 25	-169.31K	0.04%
SageView Advisory Group, LLC	2.98K	Dec 31, 25	+2.98K	0.03%
GPS Wealth Strategies Group, LLC	525	Dec 31, 25	-1.36K	0.01%
Global Retirement Partners, LLC	400	Dec 31, 25	--	0.00%
LM Advisors LLC	338	Dec 31, 25	-7.91K	0.00%
Bullseye Investment Management, LLC	26.57K	Sep 30, 25	--	0.30%
BRASS TAX WEALTH MANAGEMENT, INC	20.04K	Sep 30, 25	-300	0.22%
Orion Portfolio Solutions, LLC	6.26K	Mar 31, 25	+220	0.07%
WR Wealth Planners, LLC	1.23K	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	627.08K	Sep 30, 24	-331.87K	6.98%
RAYMOND JAMES & ASSOCIATES	549.63K	Sep 30, 24	-9.08K	6.12%
Cetera Advisor Networks LLC	75.25K	Mar 31, 24	+75.25K	0.84%
Cetera Advisors LLC	21.74K	Mar 31, 24	+21.74K	0.24%
Retirement Group, LLC	300	Mar 31, 24	+300	0.00%

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Holder

Date

Change

% Held

LVZ, Inc.

9.51K

Jun 30, 26

0.11%

Noble Wealth Management PBC

8.12K

Jun 30, 26

-630

0.09%

LEGACY SOLUTIONS, LLC

7.18K

Jun 30, 26

0.08%

RAYMOND JAMES FINANCIAL INC

883.10K

Mar 31, 26

+78.01K

9.83%

First International Bank of Israel Ltd.

480.00K

Mar 31, 26

+480.00K

5.34%

COMMONWEALTH EQUITY SERVICES, LLC

349.55K

Mar 31, 26

+2.50K

3.89%

ADVISOR GROUP HOLDINGS, INC.

265.99K

Mar 31, 26

+21.70K

2.96%

Kestra Advisory Services, LLC

219.84K

Mar 31, 26

+28.80K

2.45%

Cetera Investment Advisers

179.08K

Mar 31, 26

-53.24K

1.99%

LPL Financial LLC

167.24K

Mar 31, 26

+75.85K

1.86%

Wood Tarver Financial Group, LLC

138.74K

Mar 31, 26

+546

1.54%

CITY HOLDING CO

131.35K

Mar 31, 26

1.46%

AssuredPartners Investment Advisors, LLC

128.06K

Mar 31, 26

1.43%

FOUNDERS FINANCIAL SECURITIES LLC

127.38K

Mar 31, 26

+14.93K

1.42%

Bouchey Financial Group Ltd

105.08K

Mar 31, 26

-9.42K

1.17%

ENVESTNET ASSET MANAGEMENT INC

91.81K

Mar 31, 26

-125.67K

1.02%

Cambridge Investment Research Advisors, Inc.

91.59K

Mar 31, 26

+32.09K

1.02%

Sunbelt Securities, Inc.

67.02K

Mar 31, 26

-23.83K

0.75%

MML INVESTORS SERVICES, LLC

66.58K

Mar 31, 26

-16.82K

0.74%

MAI Capital Management

61.95K

Mar 31, 26

-646

0.69%

Janney Montgomery Scott LLC

59.87K

Mar 31, 26

-88.60K

0.67%

Holistic Planning, LLC

44.89K

Mar 31, 26

-2.11K

0.50%

Arkadios Wealth Advisors

42.77K

Mar 31, 26

+1.91K

0.48%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

41.75K

Mar 31, 26

+36.24K

0.46%

Anfield Capital Management, LLC

40.39K

Mar 31, 26

-243

0.45%

TRUIST FINANCIAL CORP

37.50K

Mar 31, 26

+398

0.42%

Keystone Wealth Services, LLC

37.22K

Mar 31, 26

+37.22K

0.41%

REAP Financial Group, LLC

33.68K

Mar 31, 26

-8.05K

0.37%

Chris Bulman Inc

28.11K

Mar 31, 26

+12.49K

0.31%

MGO ONE SEVEN LLC

27.48K

Mar 31, 26

+566

0.31%

Tanglewood Legacy Advisors, LLC

26.43K

Mar 31, 26

+7.89K

0.29%

Brookstone Capital Management

26.35K

Mar 31, 26

+7.22K

0.29%

Ignite Planners, LLC

24.88K

Mar 31, 26

0.28%

NewEdge Advisors, LLC

24.86K

Mar 31, 26

-911

0.28%

Capital Investment Advisory Services, LLC

23.09K

Mar 31, 26

+22.35K

0.26%

Madrona Financial Services, LLC

22.98K

Mar 31, 26

+6.94K

0.26%

Diligent Investors, LLC

22.92K

Mar 31, 26

+1.04K

0.26%

Waverly Advisors, LLC

19.72K

Mar 31, 26

-320

0.22%

Concurrent Investment Advisors, LLC

18.61K

Mar 31, 26

+18.61K

0.21%

HARBOUR INVESTMENTS, INC.

18.53K

Mar 31, 26

+12.91K

0.21%

AQR CAPITAL MANAGEMENT LLC

18.46K

Mar 31, 26

0.21%

Kovack Advisors, Inc.

17.89K

Mar 31, 26

+1.59K

0.20%

Range Financial Group LLC

17.43K

Mar 31, 26

+896

0.19%

ALESCO ADVISORS LLC

15.74K

Mar 31, 26

0.18%

Mutual Advisors, LLC

15.17K

Mar 31, 26

+4.98K

0.17%

HBW Advisory Services LLC

14.73K

Mar 31, 26

+14.73K

0.16%

INSIGNEO ADVISORY SERVICES, LLC

14.70K

Mar 31, 26

-1.26K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.45K

Mar 31, 26

+8.19K

0.16%

CENTAURUS FINANCIAL, INC.

13.86K

Mar 31, 26

+1.51K

0.15%

Sanctuary Advisors, LLC

12.92K

Mar 31, 26

-800

0.14%

Gallagher Fiduciary Advisors, LLC

12.90K

Mar 31, 26

-78

0.14%

CITADEL ADVISORS LLC

12.73K

Mar 31, 26

+585

0.14%

JPMORGAN CHASE & CO

11.86K

Mar 31, 26

+9.92K

0.13%

STEPHENS INC /AR/

11.82K

Mar 31, 26

0.13%

NorthCrest Asset Manangement, LLC

10.60K

Mar 31, 26

+180

0.12%

PKS Advisory Services, LLC

10.38K

Mar 31, 26

+2.94K

0.12%

CreativeOne Wealth, LLC

10.31K

Mar 31, 26

-11.87K

0.11%

M Holdings Securities, Inc.

10.00K

Mar 31, 26

+10.00K

0.11%

MBL Wealth, LLC

10.00K

Mar 31, 26

0.11%

Cresset Asset Management, LLC

9.99K

Mar 31, 26

0.11%

SRS Capital Advisors, Inc.

9.82K

Mar 31, 26

+9.82K

0.11%

RFG Advisory, LLC

9.30K

Mar 31, 26

+9.30K

0.10%

CARY STREET PARTNERS FINANCIAL LLC

8.84K

Mar 31, 26

+1.00K

0.10%

HFG Wealth Management, LLC

8.45K

Mar 31, 26

0.09%

SAGESPRING WEALTH PARTNERS, LLC

7.68K

Mar 31, 26

0.09%

DHJJ Financial Advisors, Ltd.

7.66K

Mar 31, 26

0.09%

Schubert & Co

7.62K

Mar 31, 26

-9.82K

0.08%

FSB PREMIER WEALTH MANAGEMENT, INC.

7.52K

Mar 31, 26

+7.52K

0.08%

Koshinski Asset Management, Inc.

7.41K

Mar 31, 26

-1.75K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.21K

Mar 31, 26

0.08%

CAPTRUST FINANCIAL ADVISORS

7.20K

Mar 31, 26

0.08%

Archer Investment Corp

7.18K

Mar 31, 26

+1.93K

0.08%

Foundations Investment Advisors, LLC

7.03K

Mar 31, 26

+7.03K

0.08%

KINGSWOOD WEALTH ADVISORS, LLC

7.02K

Mar 31, 26

+7.02K

0.08%

Colony Group, LLC

6.91K

Mar 31, 26

0.08%

Snowden Capital Advisors LLC

6.84K

Mar 31, 26

+200

0.08%

Beacon Pointe Advisors, LLC

6.82K

Mar 31, 26

+6.82K

0.08%

AdvisorNet Financial, Inc

6.81K

Mar 31, 26

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

6.70K

Mar 31, 26

+6.70K

0.07%

Integrated Wealth Concepts LLC

6.43K

Mar 31, 26

0.07%

Vestmark Advisory Solutions, Inc.

6.23K

Mar 31, 26

-1.42K

0.07%

Mount Yale Investment Advisors, LLC

6.23K

Mar 31, 26

-1.42K

0.07%

Sequent Planning LLC

5.98K

Mar 31, 26

+271

0.07%

RiverTree Advisors, LLC

5.90K

Mar 31, 26

+5.90K

0.07%

PARK AVENUE SECURITIES LLC

5.73K

Mar 31, 26

-1.75K

0.06%

Spire Wealth Management

5.67K

Mar 31, 26

0.06%

Prosperity Consulting Group, LLC

5.52K

Mar 31, 26

0.06%

Grantvest Financial Group LLC

5.25K

Mar 31, 26

-1.74K

0.06%

BostonPremier Wealth LLC

4.92K

Mar 31, 26

0.05%

Stratos Wealth Advisors, LLC

4.92K

Mar 31, 26

+4.92K

0.05%

Triad Wealth Partners, LLC

4.91K

Mar 31, 26

-1.13K

0.05%

BARCLAYS PLC

4.59K

Mar 31, 26

-302

0.05%

Steward Partners Investment Advisory, LLC

4.50K

Mar 31, 26

-1.40K

0.05%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.49K

Mar 31, 26

+1.99K

0.04%

Geneos Wealth Management Inc.

3.40K

Mar 31, 26

0.04%

CWM, LLC

2.82K

Mar 31, 26

-10

0.03%

Rockefeller Capital Management L.P.

2.28K

Mar 31, 26

0.03%

Financial Network Wealth Advisors LLC

2.17K

Mar 31, 26

+1.10K

0.02%

MORGAN STANLEY

2.00K

Mar 31, 26

+2.00K

0.02%

Capital Analysts, LLC

1.86K

Mar 31, 26

0.02%

Integrity Financial Corp /WA

1.75K

Mar 31, 26

+303

0.02%

HAZLETT, BURT & WATSON, INC.

1.49K

Mar 31, 26

-1.25K

0.02%

Advisory Services Network, LLC

1.42K

Mar 31, 26

+1.42K

0.02%

NBC SECURITIES, INC.

940

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

700

Mar 31, 26

-228

0.01%

Allworth Financial LP

589

Mar 31, 26

0.01%

IMG Wealth Management, Inc.

588

Mar 31, 26

0.01%

Pinnacle Bancorp, Inc.

325

Mar 31, 26

0.00%

ASSETMARK, INC

320

Mar 31, 26

+320

0.00%

Farther Finance Advisors, LLC

291

Mar 31, 26

-44

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

155

Mar 31, 26

+155

0.00%

WELLS FARGO & COMPANY/MN

120

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

118

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

Mar 31, 26

-300

Diversify Advisory Services, LLC

Mar 31, 26

-6.70K

Maridea Wealth Management LLC

Mar 31, 26

-6.16K

Hanlon Investment Management, Inc.

Mar 31, 26

-11.06K

FIFTH THIRD BANCORP

Mar 31, 26

-2.79K

CRUX WEALTH ADVISORS

Mar 31, 26

-4.95K

HRT FINANCIAL LP

Mar 31, 26

-6.04K

Signal Advisors Wealth, LLC

Mar 31, 26

-15.12K

Brinker Capital Investments, LLC

Mar 31, 26

-5.53K

IMC-Chicago, LLC

Mar 31, 26

-22.18K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-5.99K

Kestra Investment Management, LLC

Mar 31, 26

-8.41K

OLD MISSION CAPITAL LLC

Mar 31, 26

-8.87K

Schulz Wealth, LTD.

36.47K

Dec 31, 25

-1.17K

0.41%

ORG Partners LLC

3.50K

Dec 31, 25

-169.31K

0.04%

SageView Advisory Group, LLC

2.98K

Dec 31, 25

+2.98K

0.03%

GPS Wealth Strategies Group, LLC

525

Dec 31, 25

-1.36K

0.01%

Global Retirement Partners, LLC

400

Dec 31, 25

0.00%

LM Advisors LLC

338

Dec 31, 25

-7.91K

0.00%

Bullseye Investment Management, LLC

26.57K

Sep 30, 25

0.30%

BRASS TAX WEALTH MANAGEMENT, INC

20.04K

Sep 30, 25

-300

0.22%

Orion Portfolio Solutions, LLC

6.26K

Mar 31, 25

+220

0.07%

WR Wealth Planners, LLC

1.23K

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

627.08K

Sep 30, 24

-331.87K

6.98%

RAYMOND JAMES & ASSOCIATES

549.63K

Sep 30, 24

-9.08K

6.12%

Cetera Advisor Networks LLC

75.25K

Mar 31, 24

+75.25K

0.84%

Cetera Advisors LLC

21.74K

Mar 31, 24

+21.74K

0.24%

Retirement Group, LLC

300

Mar 31, 24

+300

0.00%