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

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

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$41.74—

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GSEP(GSEP)

GSEP

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

Institutional Ownership

Top 147 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	446.50K	Jun 30, 26	-14.19K	5.40%
ADVISOR GROUP HOLDINGS, INC.	349.89K	Jun 30, 26	+23.18K	4.23%
ENVESTNET ASSET MANAGEMENT INC	323.35K	Jun 30, 26	+154.70K	3.91%
Cetera Investment Advisers	292.65K	Jun 30, 26	+75.02K	3.54%
LPL Financial LLC	276.79K	Jun 30, 26	+156.64K	3.34%
Kestra Advisory Services, LLC	263.54K	Jun 30, 26	-30.23K	3.18%
RAYMOND JAMES FINANCIAL INC	262.17K	Jun 30, 26	-444.22K	3.17%
MML INVESTORS SERVICES, LLC	156.10K	Jun 30, 26	+39.74K	1.89%
First International Bank of Israel Ltd.	144.50K	Jun 30, 26	--	1.75%
Wood Tarver Financial Group, LLC	135.29K	Jun 30, 26	-5.67K	1.63%
US BANCORP \DE\	120.29K	Jun 30, 26	-8.22K	1.45%
HBW Advisory Services LLC	98.90K	Jun 30, 26	-3.35K	1.20%
Americana Partners, LLC	57.03K	Jun 30, 26	-32.37K	0.69%
CITY HOLDING CO	54.30K	Jun 30, 26	--	0.66%
FOUNDERS FINANCIAL SECURITIES LLC	48.38K	Jun 30, 26	+2.44K	0.58%
MAI Capital Management	43.03K	Jun 30, 26	-252.72K	0.52%
Cambridge Investment Research Advisors, Inc.	42.52K	Jun 30, 26	-3.65K	0.51%
KRAEMATON INVESTMENT ADVISORS, INC	38.99K	Jun 30, 26	-10.63K	0.47%
CITADEL ADVISORS LLC	38.63K	Jun 30, 26	+23.67K	0.47%
HRT FINANCIAL LP	35.48K	Jun 30, 26	+35.48K	0.43%
CreativeOne Wealth, LLC	35.44K	Jun 30, 26	+10.30K	0.43%
FIDUCIARY FINANCIAL ADVISORS	32.50K	Jun 30, 26	+32.50K	0.39%
KESTRA PRIVATE WEALTH SERVICES, LLC	32.14K	Jun 30, 26	--	0.39%
Kovack Advisors, Inc.	28.24K	Jun 30, 26	-2.14K	0.34%
TRUIST FINANCIAL CORP	26.26K	Jun 30, 26	+1.63K	0.32%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.11K	Jun 30, 26	+5.85K	0.32%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26.03K	Jun 30, 26	--	0.31%
Prospera Financial Services Inc	24.82K	Jun 30, 26	--	0.30%
Holistic Planning, LLC	23.97K	Jun 30, 26	--	0.29%
Sanctuary Advisors, LLC	23.96K	Jun 30, 26	-893	0.29%
NorthCrest Asset Manangement, LLC	23.11K	Jun 30, 26	--	0.28%
HARBOUR INVESTMENTS, INC.	19.35K	Jun 30, 26	-908	0.23%
SRS Capital Advisors, Inc.	18.56K	Jun 30, 26	+9.28K	0.22%
HighTower Advisors, LLC	18.55K	Jun 30, 26	--	0.22%
Signal Advisors Wealth, LLC	18.17K	Jun 30, 26	+18.17K	0.22%
Gallagher Fiduciary Advisors, LLC	17.59K	Jun 30, 26	+4.81K	0.21%
AE Wealth Management LLC	16.73K	Jun 30, 26	-1.58M	0.20%
Keystone Wealth Services, LLC	16.40K	Jun 30, 26	-51	0.20%
Concurrent Investment Advisors, LLC	16.11K	Jun 30, 26	-349	0.19%
American Alpha Advisors, LLC	15.81K	Jun 30, 26	-6	0.19%
OLD MISSION CAPITAL LLC	15.21K	Jun 30, 26	-15.46K	0.18%
Diligent Investors, LLC	14.96K	Jun 30, 26	-235	0.18%
Waverly Advisors, LLC	14.70K	Jun 30, 26	-155	0.18%
REAP Financial Group, LLC	14.53K	Jun 30, 26	-660	0.18%
NWF Advisory Services Inc.	14.40K	Jun 30, 26	--	0.17%
Farther Finance Advisors, LLC	14.10K	Jun 30, 26	+12.70K	0.17%
Snowden Capital Advisors LLC	13.97K	Jun 30, 26	+250	0.17%
Mutual Advisors, LLC	13.85K	Jun 30, 26	--	0.17%
Janney Montgomery Scott LLC	13.28K	Jun 30, 26	-1.90K	0.16%
VestGen Advisors, LLC	13.25K	Jun 30, 26	+13.25K	0.16%
Hanlon Investment Management, Inc.	12.61K	Jun 30, 26	+12.61K	0.15%
Mosley Wealth Management	12.53K	Jun 30, 26	+12.53K	0.15%
Tanglewood Legacy Advisors, LLC	11.35K	Jun 30, 26	-25	0.14%
Synergy Asset Management, LLC	11.10K	Jun 30, 26	+2.56K	0.13%
Grantvest Financial Group LLC	10.97K	Jun 30, 26	--	0.13%
MGO ONE SEVEN LLC	10.78K	Jun 30, 26	--	0.13%
CoreCap Advisors, LLC	10.72K	Jun 30, 26	+143	0.13%
NBC SECURITIES, INC.	10.61K	Jun 30, 26	--	0.13%
DHJJ Financial Advisors, Ltd.	10.46K	Jun 30, 26	-166	0.13%
Advyzon Investment Management, LLC	10.29K	Jun 30, 26	+1.24K	0.12%
Kinloch Capital, LLC	10.09K	Jun 30, 26	--	0.12%
Ameritas Advisory Services, LLC	9.36K	Jun 30, 26	+9.36K	0.11%
Arkadios Wealth Advisors	9.21K	Jun 30, 26	-432	0.11%
Envestnet Portfolio Solutions, Inc.	9.11K	Jun 30, 26	+9.11K	0.11%
Atria Investments, Inc	9.11K	Jun 30, 26	+9.11K	0.11%
Integrity Financial Corp /WA	8.48K	Jun 30, 26	-74	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	8.38K	Jun 30, 26	-356	0.10%
Savvy Advisors, Inc.	7.96K	Jun 30, 26	--	0.10%
BFI Wealth Solutions, LLC	7.71K	Jun 30, 26	+320	0.09%
Elevated Capital Advisors, LLC	7.68K	Jun 30, 26	-7.47K	0.09%
Noble Wealth Management PBC	7.54K	Jun 30, 26	-1.19K	0.09%
First Heartland Consultants, Inc.	7.45K	Jun 30, 26	-13.26K	0.09%
MBL Wealth, LLC	7.40K	Jun 30, 26	+1.00K	0.09%
Archer Investment Corp	7.39K	Jun 30, 26	-40.64K	0.09%
STEPHENS INC /AR/	7.37K	Jun 30, 26	--	0.09%
Clear Creek Financial Management, LLC	7.24K	Jun 30, 26	-1.79K	0.09%
BCGM Wealth Management, LLC	6.62K	Jun 30, 26	--	0.08%
HOLLENCREST CAPITAL MANAGEMENT	6.57K	Jun 30, 26	--	0.08%
Summit Financial, LLC	6.55K	Jun 30, 26	+6.55K	0.08%
LEGACY SOLUTIONS, LLC	6.45K	Jun 30, 26	--	0.08%
Resources Investment Advisors, LLC.	6.45K	Jun 30, 26	--	0.08%
LM Advisors LLC	6.22K	Jun 30, 26	+6.22K	0.08%
Keating Financial Advisory Services, Inc.	6.08K	Jun 30, 26	-56	0.07%
Main Street Financial Solutions, LLC	6.05K	Jun 30, 26	--	0.07%
Outlook Wealth Advisors, LLC	5.93K	Jun 30, 26	-129.33K	0.07%
Mariner, LLC	5.88K	Jun 30, 26	--	0.07%
Ignite Planners, LLC	5.56K	Jun 30, 26	-895	0.07%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.30K	Jun 30, 26	--	0.06%
RFG Advisory, LLC	5.25K	Jun 30, 26	--	0.06%
Legacy Capital Wealth Partners, LLC	5.24K	Jun 30, 26	+5.24K	0.06%
IFG Advisory, LLC	5.22K	Jun 30, 26	+5.22K	0.06%
BARCLAYS PLC	4.90K	Jun 30, 26	+1.72K	0.06%
Aptus Capital Advisors, LLC	4.31K	Jun 30, 26	--	0.05%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.30K	Jun 30, 26	--	0.04%
AdvisorNet Financial, Inc	3.13K	Jun 30, 26	--	0.04%
Capital Analysts, LLC	2.60K	Jun 30, 26	--	0.03%
Benson Wealth Management INC	2.49K	Jun 30, 26	--	0.03%
REICON WEALTH ADVISORS, LLC	2.37K	Jun 30, 26	-1.15K	0.03%
Steward Partners Investment Advisory, LLC	1.68K	Jun 30, 26	--	0.02%
POM Investment Strategies, LLC	1.32K	Jun 30, 26	-232.80K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.10K	Jun 30, 26	+1.10K	0.01%
Capital Investment Advisory Services, LLC	1.08K	Jun 30, 26	+1.08K	0.01%
PFS Partners, LLC	876	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	300	Jun 30, 26	+300	0.00%
Larson Financial Group LLC	263	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	256	Jun 30, 26	+256	0.00%
Lloyd Advisory Services, LLC.	174	Jun 30, 26	-4.23K	0.00%
Networth Advisors, LLC	133	Jun 30, 26	-71.44K	0.00%
MORGAN STANLEY	97	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	88	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	33	Jun 30, 26	+33	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	20	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	--	Jun 30, 26	-13.41K	--
Family Wealth Group, LLC	--	Jun 30, 26	-27.71K	--
Key Capital Management, INC	--	Jun 30, 26	-1.60K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-393	--
HOWARD BAILEY SECURITIES, LLC	--	Jun 30, 26	-14.11K	--
Geneos Wealth Management Inc.	--	Jun 30, 26	-25	--
Blackston Financial Advisory Group, LLC	--	Jun 30, 26	-27.01K	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-4.40K	--
FSR Wealth Management Ltd.	--	Jun 30, 26	-191.93K	--
ROYAL BANK OF CANADA	--	Jun 30, 26	-1.78K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-7.72K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-2.81K	--
Csenge Advisory Group	--	Jun 30, 26	-25.20K	--
FSA Advisors, Inc.	--	Jun 30, 26	-51.19K	--
SMART Wealth LLC	--	Jun 30, 26	-52.81K	--
NEW WAVE WEALTH ADVISORS LLC	--	Jun 30, 26	-44.17K	--
Lifestyle Asset Management, Inc.	--	Jun 30, 26	-6.05K	--
Merit Financial Group, LLC	--	Jun 30, 26	-7.12K	--
HANTZ FINANCIAL SERVICES, INC.	--	Jun 30, 26	-53	--
Integrated Wealth Management	--	Jun 30, 26	-62.84K	--
Decker Retirement Planning Inc.	--	Jun 30, 26	-888	--
LifeWealth Investments, LLC	--	Jun 30, 26	-13.26K	--
Ausdal Financial Partners, Inc.	--	Jun 30, 26	-6.66K	--
Sunbelt Securities, Inc.	62.52K	Mar 31, 26	-4.15K	0.76%
CWM, LLC	1.86K	Mar 31, 26	-898	0.02%
Schulz Wealth, LTD.	96.78K	Dec 31, 25	-2.98K	1.17%
ORG Partners LLC	58.26K	Dec 31, 25	+39.21K	0.70%
BRASS TAX WEALTH MANAGEMENT, INC	15.96K	Sep 30, 25	-385	0.19%
GRIES FINANCIAL LLC	9.67K	Sep 30, 25	--	0.12%
Atria Wealth Solutions, Inc.	7.19K	Jun 30, 25	-6.05K	0.09%
WINTRUST INVESTMENTS LLC	8.23K	Dec 31, 24	-11	0.10%
Raymond James Financial Services Advisors, Inc.	742.90K	Sep 30, 24	+296.00K	8.98%
RAYMOND JAMES & ASSOCIATES	93.39K	Sep 30, 24	+43.22K	1.13%
Cetera Advisors LLC	61.43K	Mar 31, 24	+22.23K	0.74%
Cetera Advisor Networks LLC	26.17K	Mar 31, 24	--	0.32%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

446.50K

Jun 30, 26

-14.19K

5.40%

ADVISOR GROUP HOLDINGS, INC.

349.89K

Jun 30, 26

+23.18K

4.23%

ENVESTNET ASSET MANAGEMENT INC

323.35K

Jun 30, 26

+154.70K

3.91%

Cetera Investment Advisers

292.65K

Jun 30, 26

+75.02K

3.54%

LPL Financial LLC

276.79K

Jun 30, 26

+156.64K

3.34%

Kestra Advisory Services, LLC

263.54K

Jun 30, 26

-30.23K

3.18%

RAYMOND JAMES FINANCIAL INC

262.17K

Jun 30, 26

-444.22K

3.17%

MML INVESTORS SERVICES, LLC

156.10K

Jun 30, 26

+39.74K

1.89%

First International Bank of Israel Ltd.

144.50K

Jun 30, 26

1.75%

Wood Tarver Financial Group, LLC

135.29K

Jun 30, 26

-5.67K

1.63%

US BANCORP \DE\

120.29K

Jun 30, 26

-8.22K

1.45%

HBW Advisory Services LLC

98.90K

Jun 30, 26

-3.35K

1.20%

Americana Partners, LLC

57.03K

Jun 30, 26

-32.37K

0.69%

CITY HOLDING CO

54.30K

Jun 30, 26

0.66%

FOUNDERS FINANCIAL SECURITIES LLC

48.38K

Jun 30, 26

+2.44K

0.58%

MAI Capital Management

43.03K

Jun 30, 26

-252.72K

0.52%

Cambridge Investment Research Advisors, Inc.

42.52K

Jun 30, 26

-3.65K

0.51%

KRAEMATON INVESTMENT ADVISORS, INC

38.99K

Jun 30, 26

-10.63K

0.47%

CITADEL ADVISORS LLC

38.63K

Jun 30, 26

+23.67K

0.47%

HRT FINANCIAL LP

35.48K

Jun 30, 26

+35.48K

0.43%

CreativeOne Wealth, LLC

35.44K

Jun 30, 26

+10.30K

0.43%

FIDUCIARY FINANCIAL ADVISORS

32.50K

Jun 30, 26

+32.50K

0.39%

KESTRA PRIVATE WEALTH SERVICES, LLC

32.14K

Jun 30, 26

0.39%

Kovack Advisors, Inc.

28.24K

Jun 30, 26

-2.14K

0.34%

TRUIST FINANCIAL CORP

26.26K

Jun 30, 26

+1.63K

0.32%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.11K

Jun 30, 26

+5.85K

0.32%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

26.03K

Jun 30, 26

0.31%

Prospera Financial Services Inc

24.82K

Jun 30, 26

0.30%

Holistic Planning, LLC

23.97K

Jun 30, 26

0.29%

Sanctuary Advisors, LLC

23.96K

Jun 30, 26

-893

0.29%

NorthCrest Asset Manangement, LLC

23.11K

Jun 30, 26

0.28%

HARBOUR INVESTMENTS, INC.

19.35K

Jun 30, 26

-908

0.23%

SRS Capital Advisors, Inc.

18.56K

Jun 30, 26

+9.28K

0.22%

HighTower Advisors, LLC

18.55K

Jun 30, 26

0.22%

Signal Advisors Wealth, LLC

18.17K

Jun 30, 26

+18.17K

0.22%

Gallagher Fiduciary Advisors, LLC

17.59K

Jun 30, 26

+4.81K

0.21%

AE Wealth Management LLC

16.73K

Jun 30, 26

-1.58M

0.20%

Keystone Wealth Services, LLC

16.40K

Jun 30, 26

-51

0.20%

Concurrent Investment Advisors, LLC

16.11K

Jun 30, 26

-349

0.19%

American Alpha Advisors, LLC

15.81K

Jun 30, 26

-6

0.19%

OLD MISSION CAPITAL LLC

15.21K

Jun 30, 26

-15.46K

0.18%

Diligent Investors, LLC

14.96K

Jun 30, 26

-235

0.18%

Waverly Advisors, LLC

14.70K

Jun 30, 26

-155

0.18%

REAP Financial Group, LLC

14.53K

Jun 30, 26

-660

0.18%

NWF Advisory Services Inc.

14.40K

Jun 30, 26

0.17%

Farther Finance Advisors, LLC

14.10K

Jun 30, 26

+12.70K

0.17%

Snowden Capital Advisors LLC

13.97K

Jun 30, 26

+250

0.17%

Mutual Advisors, LLC

13.85K

Jun 30, 26

0.17%

Janney Montgomery Scott LLC

13.28K

Jun 30, 26

-1.90K

0.16%

VestGen Advisors, LLC

13.25K

Jun 30, 26

+13.25K

0.16%

Hanlon Investment Management, Inc.

12.61K

Jun 30, 26

+12.61K

0.15%

Mosley Wealth Management

12.53K

Jun 30, 26

+12.53K

0.15%

Tanglewood Legacy Advisors, LLC

11.35K

Jun 30, 26

-25

0.14%

Synergy Asset Management, LLC

11.10K

Jun 30, 26

+2.56K

0.13%

Grantvest Financial Group LLC

10.97K

Jun 30, 26

0.13%

MGO ONE SEVEN LLC

10.78K

Jun 30, 26

0.13%

CoreCap Advisors, LLC

10.72K

Jun 30, 26

+143

0.13%

NBC SECURITIES, INC.

10.61K

Jun 30, 26

0.13%

DHJJ Financial Advisors, Ltd.

10.46K

Jun 30, 26

-166

0.13%

Advyzon Investment Management, LLC

10.29K

Jun 30, 26

+1.24K

0.12%

Kinloch Capital, LLC

10.09K

Jun 30, 26

0.12%

Ameritas Advisory Services, LLC

9.36K

Jun 30, 26

+9.36K

0.11%

Arkadios Wealth Advisors

9.21K

Jun 30, 26

-432

0.11%

Envestnet Portfolio Solutions, Inc.

9.11K

Jun 30, 26

+9.11K

0.11%

Atria Investments, Inc

9.11K

Jun 30, 26

+9.11K

0.11%

Integrity Financial Corp /WA

8.48K

Jun 30, 26

-74

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

8.38K

Jun 30, 26

-356

0.10%

Savvy Advisors, Inc.

7.96K

Jun 30, 26

0.10%

BFI Wealth Solutions, LLC

7.71K

Jun 30, 26

+320

0.09%

Elevated Capital Advisors, LLC

7.68K

Jun 30, 26

-7.47K

0.09%

Noble Wealth Management PBC

7.54K

Jun 30, 26

-1.19K

0.09%

First Heartland Consultants, Inc.

7.45K

Jun 30, 26

-13.26K

0.09%

MBL Wealth, LLC

7.40K

Jun 30, 26

+1.00K

0.09%

Archer Investment Corp

7.39K

Jun 30, 26

-40.64K

0.09%

STEPHENS INC /AR/

7.37K

Jun 30, 26

0.09%

Clear Creek Financial Management, LLC

7.24K

Jun 30, 26

-1.79K

0.09%

BCGM Wealth Management, LLC

6.62K

Jun 30, 26

0.08%

HOLLENCREST CAPITAL MANAGEMENT

6.57K

Jun 30, 26

0.08%

Summit Financial, LLC

6.55K

Jun 30, 26

+6.55K

0.08%

LEGACY SOLUTIONS, LLC

6.45K

Jun 30, 26

0.08%

Resources Investment Advisors, LLC.

6.45K

Jun 30, 26

0.08%

LM Advisors LLC

6.22K

Jun 30, 26

+6.22K

0.08%

Keating Financial Advisory Services, Inc.

6.08K

Jun 30, 26

-56

0.07%

Main Street Financial Solutions, LLC

6.05K

Jun 30, 26

0.07%

Outlook Wealth Advisors, LLC

5.93K

Jun 30, 26

-129.33K

0.07%

Mariner, LLC

5.88K

Jun 30, 26

0.07%

Ignite Planners, LLC

5.56K

Jun 30, 26

-895

0.07%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.30K

Jun 30, 26

0.06%

RFG Advisory, LLC

5.25K

Jun 30, 26

0.06%

Legacy Capital Wealth Partners, LLC

5.24K

Jun 30, 26

+5.24K

0.06%

IFG Advisory, LLC

5.22K

Jun 30, 26

+5.22K

0.06%

BARCLAYS PLC

4.90K

Jun 30, 26

+1.72K

0.06%

Aptus Capital Advisors, LLC

4.31K

Jun 30, 26

0.05%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.30K

Jun 30, 26

0.04%

AdvisorNet Financial, Inc

3.13K

Jun 30, 26

0.04%

Capital Analysts, LLC

2.60K

Jun 30, 26

0.03%

Benson Wealth Management INC

2.49K

Jun 30, 26

0.03%

REICON WEALTH ADVISORS, LLC

2.37K

Jun 30, 26

-1.15K

0.03%

Steward Partners Investment Advisory, LLC

1.68K

Jun 30, 26

0.02%

POM Investment Strategies, LLC

1.32K

Jun 30, 26

-232.80K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.10K

Jun 30, 26

+1.10K

0.01%

Capital Investment Advisory Services, LLC

1.08K

Jun 30, 26

+1.08K

0.01%

PFS Partners, LLC

876

Jun 30, 26

0.01%

Global Retirement Partners, LLC

300

Jun 30, 26

+300

0.00%

Larson Financial Group LLC

263

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

256

Jun 30, 26

+256

0.00%

Lloyd Advisory Services, LLC.

174

Jun 30, 26

-4.23K

0.00%

Networth Advisors, LLC

133

Jun 30, 26

-71.44K

0.00%

MORGAN STANLEY

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

+33

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

-13.41K

Family Wealth Group, LLC

Jun 30, 26

-27.71K

Key Capital Management, INC

Jun 30, 26

-1.60K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-393

HOWARD BAILEY SECURITIES, LLC

Jun 30, 26

-14.11K

Geneos Wealth Management Inc.

Jun 30, 26

-25

Blackston Financial Advisory Group, LLC

Jun 30, 26

-27.01K

Kingdom Financial Group LLC.

Jun 30, 26

-4.40K

FSR Wealth Management Ltd.

Jun 30, 26

-191.93K

ROYAL BANK OF CANADA

Jun 30, 26

-1.78K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-7.72K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-2.81K

Csenge Advisory Group

Jun 30, 26

-25.20K

FSA Advisors, Inc.

Jun 30, 26

-51.19K

SMART Wealth LLC

Jun 30, 26

-52.81K

NEW WAVE WEALTH ADVISORS LLC

Jun 30, 26

-44.17K

Lifestyle Asset Management, Inc.

Jun 30, 26

-6.05K

Merit Financial Group, LLC

Jun 30, 26

-7.12K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-53

Integrated Wealth Management

Jun 30, 26

-62.84K

Decker Retirement Planning Inc.

Jun 30, 26

-888

LifeWealth Investments, LLC

Jun 30, 26

-13.26K

Ausdal Financial Partners, Inc.

Jun 30, 26

-6.66K

Sunbelt Securities, Inc.

62.52K

Mar 31, 26

-4.15K

0.76%

CWM, LLC

1.86K

Mar 31, 26

-898

0.02%

Schulz Wealth, LTD.

96.78K

Dec 31, 25

-2.98K

1.17%

ORG Partners LLC

58.26K

Dec 31, 25

+39.21K

0.70%

BRASS TAX WEALTH MANAGEMENT, INC

15.96K

Sep 30, 25

-385

0.19%

GRIES FINANCIAL LLC

9.67K

Sep 30, 25

0.12%

Atria Wealth Solutions, Inc.

7.19K

Jun 30, 25

-6.05K

0.09%

WINTRUST INVESTMENTS LLC

8.23K

Dec 31, 24

-11

0.10%

Raymond James Financial Services Advisors, Inc.

742.90K

Sep 30, 24

+296.00K

8.98%

RAYMOND JAMES & ASSOCIATES

93.39K

Sep 30, 24

+43.22K

1.13%

Cetera Advisors LLC

61.43K

Mar 31, 24

+22.23K

0.74%

Cetera Advisor Networks LLC

26.17K

Mar 31, 24

0.32%