FT Vest Gold Strategy Target Income ETF(IGLD)

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FT Vest Gold Strategy Target Income ETF(IGLD)

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$21.16—

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IGLD(IGLD)

IGLD

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

Institutional Ownership

Top 140 Institutional Holders

Holder	Shares	Date	Change	% Held
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	133.20K	Jun 30, 26	+21.93K	1.02%
CARY STREET PARTNERS FINANCIAL LLC	118.22K	Jun 30, 26	+16.10K	0.91%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	105.09K	Jun 30, 26	-22.73K	0.81%
Bison Wealth, LLC	98.59K	Jun 30, 26	+16.46K	0.76%
Marion Wealth Management	76.29K	Jun 30, 26	+2.52K	0.59%
INDEPENDENT FINANCIAL GROUP, LLC	71.30K	Jun 30, 26	-66.65K	0.55%
BOS Asset Management, LLC	35.72K	Jun 30, 26	-8.01K	0.27%
Triumph Capital Management	32.03K	Jun 30, 26	+4.36K	0.25%
Encompass More Asset Management	28.58K	Jun 30, 26	+5.44K	0.22%
Independent Wealth Network Inc.	24.13K	Jun 30, 26	+213	0.19%
180 WEALTH ADVISORS, LLC	22.80K	Jun 30, 26	+5.49K	0.18%
Brookstone Capital Management	22.32K	Jun 30, 26	+3.90K	0.17%
Prospera Financial Services Inc	19.07K	Jun 30, 26	-7.91K	0.15%
Envestnet Portfolio Solutions, Inc.	18.09K	Jun 30, 26	-907	0.14%
Cambridge Advisors Inc.	17.91K	Jun 30, 26	+565	0.14%
G&S Capital LLC	12.41K	Jun 30, 26	+1.24K	0.10%
CHIRON CAPITAL MANAGEMENT, LLC	11.77K	Jun 30, 26	+11.77K	0.09%
Accurate Wealth Management, LLC	11.09K	Jun 30, 26	+11.09K	0.09%
QP WEALTH MANAGEMENT, LLC	10.93K	Jun 30, 26	-504	0.08%
Sulzberger Capital Advisors, Inc.	10.44K	Jun 30, 26	+10.44K	0.08%
IFP Advisors, Inc	5.28K	Jun 30, 26	--	0.04%
Reyes Financial Architecture, Inc.	2.12K	Jun 30, 26	+2.12K	0.02%
NBC SECURITIES, INC.	200	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	198	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	165	Jun 30, 26	-65	0.00%
Annex Advisory Services, LLC	--	Jun 30, 26	-8.67K	--
LPL Financial LLC	2.38M	Mar 31, 26	+859.66K	18.32%
ENVESTNET ASSET MANAGEMENT INC	1.22M	Mar 31, 26	-12.38K	9.41%
TRUIST FINANCIAL CORP	1.10M	Mar 31, 26	+200.51K	8.49%
Aptus Capital Advisors, LLC	938.51K	Mar 31, 26	+938.51K	7.22%
Kestra Advisory Services, LLC	750.95K	Mar 31, 26	-218	5.77%
Luken Investment Analytics, LLC	747.91K	Mar 31, 26	-101.27K	5.75%
Hilton Capital Management, LLC	596.22K	Mar 31, 26	-7.26K	4.59%
COMMONWEALTH EQUITY SERVICES, LLC	561.59K	Mar 31, 26	+182.77K	4.32%
Cetera Investment Advisers	552.82K	Mar 31, 26	+91.73K	4.25%
ADVISOR GROUP HOLDINGS, INC.	446.68K	Mar 31, 26	+95.68K	3.44%
HFG Wealth Management, LLC	416.96K	Mar 31, 26	-4.05K	3.21%
Cavalier Investments, LLC	323.65K	Mar 31, 26	+88.31K	2.49%
XML Financial, LLC	308.98K	Mar 31, 26	+24.82K	2.38%
Thrive Capital Management, LLC	281.60K	Mar 31, 26	-16.63K	2.17%
Cambridge Investment Research Advisors, Inc.	220.10K	Mar 31, 26	+50.53K	1.69%
Sanctuary Advisors, LLC	179.50K	Mar 31, 26	-21.70K	1.38%
Insight Advisors, LLC/ PA	167.36K	Mar 31, 26	+4.80K	1.29%
Snowden Capital Advisors LLC	147.69K	Mar 31, 26	+5.85K	1.14%
3EDGE Asset Management, LP	141.25K	Mar 31, 26	-11.81K	1.09%
RiverTree Advisors, LLC	112.49K	Mar 31, 26	+4.15K	0.87%
Integrated Wealth Concepts LLC	111.37K	Mar 31, 26	+51.50K	0.86%
Prostatis Group LLC	100.16K	Mar 31, 26	-8.95K	0.77%
CORRADO ADVISORS, LLC	84.92K	Mar 31, 26	-9.80K	0.65%
Delta Investment Management, LLC	81.87K	Mar 31, 26	+13.10K	0.63%
Foundations Investment Advisors, LLC	75.49K	Mar 31, 26	-1.89K	0.58%
HighTower Advisors, LLC	73.46K	Mar 31, 26	-1.64K	0.56%
Mariner, LLC	69.36K	Mar 31, 26	+37.13K	0.53%
Rockport Wealth LLC	66.76K	Mar 31, 26	+66.76K	0.51%
Gladstone Institutional Advisory LLC	65.23K	Mar 31, 26	+37.82K	0.50%
MTM Investment Management, LLC	62.66K	Mar 31, 26	-400	0.48%
HARBOUR INVESTMENTS, INC.	61.56K	Mar 31, 26	+37.35K	0.47%
Pensionmark Financial Group, LLC	61.45K	Mar 31, 26	+17.91K	0.47%
KINGSWOOD WEALTH ADVISORS, LLC	53.66K	Mar 31, 26	+53.66K	0.41%
Mutual Advisors, LLC	52.52K	Mar 31, 26	+11.56K	0.40%
D.A. DAVIDSON & CO.	45.40K	Mar 31, 26	+3.94K	0.35%
NORTHCAPE WEALTH MANAGEMENT, LLC	44.27K	Mar 31, 26	+2.05K	0.34%
Brinker Capital Investments, LLC	43.01K	Mar 31, 26	+3.19K	0.33%
GREAT VALLEY ADVISOR GROUP, INC.	42.46K	Mar 31, 26	-2.29K	0.33%
Private Advisor Group, LLC	41.20K	Mar 31, 26	+25.41K	0.32%
BENJAMIN EDWARDS INC	41.08K	Mar 31, 26	-52.89K	0.32%
NewEdge Advisors, LLC	40.39K	Mar 31, 26	+33.29K	0.31%
Clear Creek Financial Management, LLC	40.34K	Mar 31, 26	+18.25K	0.31%
FIRST TRUST ADVISORS LP	38.42K	Mar 31, 26	+4.97K	0.30%
Ameritas Advisory Services, LLC	38.10K	Mar 31, 26	-3.93K	0.29%
Sigma Planning Corp	37.22K	Mar 31, 26	-16.25K	0.29%
Hamilton Wealth, LLC	33.53K	Mar 31, 26	-4.71K	0.26%
CENTAURUS FINANCIAL, INC.	31.54K	Mar 31, 26	+1.93K	0.24%
Sloy Dahl & Holst, LLC	28.75K	Mar 31, 26	-1.60K	0.22%
SBI Securities Co., Ltd.	28.51K	Mar 31, 26	+19.88K	0.22%
Prime Capital Investment Advisors, LLC	27.65K	Mar 31, 26	+2.12K	0.21%
Atomi Financial Group, Inc.	27.17K	Mar 31, 26	+811	0.21%
OPPENHEIMER & CO INC	26.30K	Mar 31, 26	+3.76K	0.20%
Kingsview Wealth Management, LLC	25.45K	Mar 31, 26	-7.30K	0.20%
INSIGNEO ADVISORY SERVICES, LLC	25.20K	Mar 31, 26	+25.20K	0.19%
Cherry Creek Investment Advisors, Inc.	24.81K	Mar 31, 26	-366	0.19%
MML INVESTORS SERVICES, LLC	24.30K	Mar 31, 26	+3.78K	0.19%
Independent Wealth Network Inc.	23.92K	Mar 31, 26	+1.58K	0.18%
Pine Valley Investments Ltd Liability Co	23.26K	Mar 31, 26	+940	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.82K	Mar 31, 26	+22.82K	0.18%
GREENWOOD CAPITAL ASSOCIATES LLC	20.34K	Mar 31, 26	+4.66K	0.16%
U.S. Capital Wealth Advisors, LLC	19.41K	Mar 31, 26	+3.13K	0.15%
Arkadios Wealth Advisors	18.51K	Mar 31, 26	+1.67K	0.14%
Novak & Powell Financial Services, Inc.	18.40K	Mar 31, 26	-200	0.14%
Legacy Wealth Managment, LLC/ID	18.38K	Mar 31, 26	+18.36K	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	18.09K	Mar 31, 26	+1.00K	0.14%
Independent Advisor Alliance	17.90K	Mar 31, 26	+17.90K	0.14%
Capital Investment Advisory Services, LLC	17.79K	Mar 31, 26	+12.75K	0.14%
Collaborative Wealth Managment Inc.	17.71K	Mar 31, 26	+1.65K	0.14%
CROSSPOINT FINANCIAL, LLC	16.75K	Mar 31, 26	+104	0.13%
Garden State Investment Advisory Services LLC	15.55K	Mar 31, 26	+15.55K	0.12%
Archer Investment Corp	15.45K	Mar 31, 26	+3.53K	0.12%
Balboa Wealth Partners	13.96K	Mar 31, 26	-392	0.11%
Intrua Financial, LLC	13.41K	Mar 31, 26	+205	0.10%
Horizon Advisory Services, Inc.	12.66K	Mar 31, 26	-892	0.10%
COLUMBIA ADVISORY PARTNERS LLC	12.63K	Mar 31, 26	-3.04K	0.10%
Advisory Services Network, LLC	12.28K	Mar 31, 26	+452	0.09%
STEPHENS INC /AR/	11.85K	Mar 31, 26	+11.85K	0.09%
MGO ONE SEVEN LLC	11.61K	Mar 31, 26	+1.56K	0.09%
QP WEALTH MANAGEMENT, LLC	11.43K	Mar 31, 26	-561	0.09%
Resources Investment Advisors, LLC.	10.90K	Mar 31, 26	+136	0.08%
IHT Wealth Management, LLC	10.16K	Mar 31, 26	+10.16K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.76K	Mar 31, 26	+8.76K	0.07%
CALTON & ASSOCIATES, INC.	8.58K	Mar 31, 26	+279	0.07%
SMITH, MOORE & CO.	8.11K	Mar 31, 26	+8.11K	0.06%
HB Wealth Management, LLC	8.02K	Mar 31, 26	+8.02K	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.01K	Mar 31, 26	-234	0.06%
MORGAN STANLEY	4.60K	Mar 31, 26	+4.59K	0.04%
UBS Group AG	3.01K	Mar 31, 26	+3.01K	0.02%
Western Wealth Management, LLC	2.97K	Mar 31, 26	+2.97K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.74K	Mar 31, 26	+953	0.02%
Geneos Wealth Management Inc.	2.68K	Mar 31, 26	+420	0.02%
STANCE CAPITAL LLC	2.03K	Mar 31, 26	+2.03K	0.02%
Steward Partners Investment Advisory, LLC	891	Mar 31, 26	+523	0.01%
SWAN Capital LLC	654	Mar 31, 26	+654	0.01%
United Community Bank	650	Mar 31, 26	+650	0.00%
FIFTH THIRD BANCORP	604	Mar 31, 26	+604	0.00%
Merkkuri Wealth Advisors LLC	511	Mar 31, 26	+511	0.00%
Allworth Financial LP	210	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	157	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	3	Mar 31, 26	-1.97K	0.00%
Janney Montgomery Scott LLC	--	Mar 31, 26	-164.70K	--
Global Assets Advisory, LLC	--	Mar 31, 26	-11.83K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-500	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-37.35K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-80	--
GPS Wealth Strategies Group, LLC	9.27K	Dec 31, 25	-2.95K	0.07%
COMERICA BANK	592	Dec 31, 25	+291	0.00%
Bullseye Investment Management, LLC	38.69K	Sep 30, 25	--	0.30%
SYNOVUS FINANCIAL CORP	19.49K	Sep 30, 25	+19.49K	0.15%
AVANTAX ADVISORY SERVICES, INC.	129.49K	Jun 30, 25	+31.38K	1.00%
Legacy Investment Solutions, LLC	21	Jun 30, 25	+21	0.00%
Sugarloaf Wealth Management, LLC	520	Dec 31, 24	+520	0.00%
Cetera Advisor Networks LLC	15.96K	Mar 31, 24	+15.96K	0.12%
Cetera Advisors LLC	--	Mar 31, 24	-39.50K	--

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Holder

Date

Change

% Held

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

133.20K

Jun 30, 26

+21.93K

1.02%

CARY STREET PARTNERS FINANCIAL LLC

118.22K

Jun 30, 26

+16.10K

0.91%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

105.09K

Jun 30, 26

-22.73K

0.81%

Bison Wealth, LLC

98.59K

Jun 30, 26

+16.46K

0.76%

Marion Wealth Management

76.29K

Jun 30, 26

+2.52K

0.59%

INDEPENDENT FINANCIAL GROUP, LLC

71.30K

Jun 30, 26

-66.65K

0.55%

BOS Asset Management, LLC

35.72K

Jun 30, 26

-8.01K

0.27%

Triumph Capital Management

32.03K

Jun 30, 26

+4.36K

0.25%

Encompass More Asset Management

28.58K

Jun 30, 26

+5.44K

0.22%

Independent Wealth Network Inc.

24.13K

Jun 30, 26

+213

0.19%

180 WEALTH ADVISORS, LLC

22.80K

Jun 30, 26

+5.49K

0.18%

Brookstone Capital Management

22.32K

Jun 30, 26

+3.90K

0.17%

Prospera Financial Services Inc

19.07K

Jun 30, 26

-7.91K

0.15%

Envestnet Portfolio Solutions, Inc.

18.09K

Jun 30, 26

-907

0.14%

Cambridge Advisors Inc.

17.91K

Jun 30, 26

+565

0.14%

G&S Capital LLC

12.41K

Jun 30, 26

+1.24K

0.10%

CHIRON CAPITAL MANAGEMENT, LLC

11.77K

Jun 30, 26

+11.77K

0.09%

Accurate Wealth Management, LLC

11.09K

Jun 30, 26

+11.09K

0.09%

QP WEALTH MANAGEMENT, LLC

10.93K

Jun 30, 26

-504

0.08%

Sulzberger Capital Advisors, Inc.

10.44K

Jun 30, 26

+10.44K

0.08%

IFP Advisors, Inc

5.28K

Jun 30, 26

0.04%

Reyes Financial Architecture, Inc.

2.12K

Jun 30, 26

+2.12K

0.02%

NBC SECURITIES, INC.

200

Jun 30, 26

0.00%

CoreCap Advisors, LLC

198

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

165

Jun 30, 26

-65

0.00%

Annex Advisory Services, LLC

Jun 30, 26

-8.67K

LPL Financial LLC

2.38M

Mar 31, 26

+859.66K

18.32%

ENVESTNET ASSET MANAGEMENT INC

1.22M

Mar 31, 26

-12.38K

9.41%

TRUIST FINANCIAL CORP

1.10M

Mar 31, 26

+200.51K

8.49%

Aptus Capital Advisors, LLC

938.51K

Mar 31, 26

+938.51K

7.22%

Kestra Advisory Services, LLC

750.95K

Mar 31, 26

-218

5.77%

Luken Investment Analytics, LLC

747.91K

Mar 31, 26

-101.27K

5.75%

Hilton Capital Management, LLC

596.22K

Mar 31, 26

-7.26K

4.59%

COMMONWEALTH EQUITY SERVICES, LLC

561.59K

Mar 31, 26

+182.77K

4.32%

Cetera Investment Advisers

552.82K

Mar 31, 26

+91.73K

4.25%

ADVISOR GROUP HOLDINGS, INC.

446.68K

Mar 31, 26

+95.68K

3.44%

HFG Wealth Management, LLC

416.96K

Mar 31, 26

-4.05K

3.21%

Cavalier Investments, LLC

323.65K

Mar 31, 26

+88.31K

2.49%

XML Financial, LLC

308.98K

Mar 31, 26

+24.82K

2.38%

Thrive Capital Management, LLC

281.60K

Mar 31, 26

-16.63K

2.17%

Cambridge Investment Research Advisors, Inc.

220.10K

Mar 31, 26

+50.53K

1.69%

Sanctuary Advisors, LLC

179.50K

Mar 31, 26

-21.70K

1.38%

Insight Advisors, LLC/ PA

167.36K

Mar 31, 26

+4.80K

1.29%

Snowden Capital Advisors LLC

147.69K

Mar 31, 26

+5.85K

1.14%

3EDGE Asset Management, LP

141.25K

Mar 31, 26

-11.81K

1.09%

RiverTree Advisors, LLC

112.49K

Mar 31, 26

+4.15K

0.87%

Integrated Wealth Concepts LLC

111.37K

Mar 31, 26

+51.50K

0.86%

Prostatis Group LLC

100.16K

Mar 31, 26

-8.95K

0.77%

CORRADO ADVISORS, LLC

84.92K

Mar 31, 26

-9.80K

0.65%

Delta Investment Management, LLC

81.87K

Mar 31, 26

+13.10K

0.63%

Foundations Investment Advisors, LLC

75.49K

Mar 31, 26

-1.89K

0.58%

HighTower Advisors, LLC

73.46K

Mar 31, 26

-1.64K

0.56%

Mariner, LLC

69.36K

Mar 31, 26

+37.13K

0.53%

Rockport Wealth LLC

66.76K

Mar 31, 26

+66.76K

0.51%

Gladstone Institutional Advisory LLC

65.23K

Mar 31, 26

+37.82K

0.50%

MTM Investment Management, LLC

62.66K

Mar 31, 26

-400

0.48%

HARBOUR INVESTMENTS, INC.

61.56K

Mar 31, 26

+37.35K

0.47%

Pensionmark Financial Group, LLC

61.45K

Mar 31, 26

+17.91K

0.47%

KINGSWOOD WEALTH ADVISORS, LLC

53.66K

Mar 31, 26

+53.66K

0.41%

Mutual Advisors, LLC

52.52K

Mar 31, 26

+11.56K

0.40%

D.A. DAVIDSON & CO.

45.40K

Mar 31, 26

+3.94K

0.35%

NORTHCAPE WEALTH MANAGEMENT, LLC

44.27K

Mar 31, 26

+2.05K

0.34%

Brinker Capital Investments, LLC

43.01K

Mar 31, 26

+3.19K

0.33%

GREAT VALLEY ADVISOR GROUP, INC.

42.46K

Mar 31, 26

-2.29K

0.33%

Private Advisor Group, LLC

41.20K

Mar 31, 26

+25.41K

0.32%

BENJAMIN EDWARDS INC

41.08K

Mar 31, 26

-52.89K

0.32%

NewEdge Advisors, LLC

40.39K

Mar 31, 26

+33.29K

0.31%

Clear Creek Financial Management, LLC

40.34K

Mar 31, 26

+18.25K

0.31%

FIRST TRUST ADVISORS LP

38.42K

Mar 31, 26

+4.97K

0.30%

Ameritas Advisory Services, LLC

38.10K

Mar 31, 26

-3.93K

0.29%

Sigma Planning Corp

37.22K

Mar 31, 26

-16.25K

0.29%

Hamilton Wealth, LLC

33.53K

Mar 31, 26

-4.71K

0.26%

CENTAURUS FINANCIAL, INC.

31.54K

Mar 31, 26

+1.93K

0.24%

Sloy Dahl & Holst, LLC

28.75K

Mar 31, 26

-1.60K

0.22%

SBI Securities Co., Ltd.

28.51K

Mar 31, 26

+19.88K

0.22%

Prime Capital Investment Advisors, LLC

27.65K

Mar 31, 26

+2.12K

0.21%

Atomi Financial Group, Inc.

27.17K

Mar 31, 26

+811

0.21%

OPPENHEIMER & CO INC

26.30K

Mar 31, 26

+3.76K

0.20%

Kingsview Wealth Management, LLC

25.45K

Mar 31, 26

-7.30K

0.20%

INSIGNEO ADVISORY SERVICES, LLC

25.20K

Mar 31, 26

+25.20K

0.19%

Cherry Creek Investment Advisors, Inc.

24.81K

Mar 31, 26

-366

0.19%

MML INVESTORS SERVICES, LLC

24.30K

Mar 31, 26

+3.78K

0.19%

Independent Wealth Network Inc.

23.92K

Mar 31, 26

+1.58K

0.18%

Pine Valley Investments Ltd Liability Co

23.26K

Mar 31, 26

+940

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.82K

Mar 31, 26

+22.82K

0.18%

GREENWOOD CAPITAL ASSOCIATES LLC

20.34K

Mar 31, 26

+4.66K

0.16%

U.S. Capital Wealth Advisors, LLC

19.41K

Mar 31, 26

+3.13K

0.15%

Arkadios Wealth Advisors

18.51K

Mar 31, 26

+1.67K

0.14%

Novak & Powell Financial Services, Inc.

18.40K

Mar 31, 26

-200

0.14%

Legacy Wealth Managment, LLC/ID

18.38K

Mar 31, 26

+18.36K

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

18.09K

Mar 31, 26

+1.00K

0.14%

Independent Advisor Alliance

17.90K

Mar 31, 26

+17.90K

0.14%

Capital Investment Advisory Services, LLC

17.79K

Mar 31, 26

+12.75K

0.14%

Collaborative Wealth Managment Inc.

17.71K

Mar 31, 26

+1.65K

0.14%

CROSSPOINT FINANCIAL, LLC

16.75K

Mar 31, 26

+104

0.13%

Garden State Investment Advisory Services LLC

15.55K

Mar 31, 26

+15.55K

0.12%

Archer Investment Corp

15.45K

Mar 31, 26

+3.53K

0.12%

Balboa Wealth Partners

13.96K

Mar 31, 26

-392

0.11%

Intrua Financial, LLC

13.41K

Mar 31, 26

+205

0.10%

Horizon Advisory Services, Inc.

12.66K

Mar 31, 26

-892

0.10%

COLUMBIA ADVISORY PARTNERS LLC

12.63K

Mar 31, 26

-3.04K

0.10%

Advisory Services Network, LLC

12.28K

Mar 31, 26

+452

0.09%

STEPHENS INC /AR/

11.85K

Mar 31, 26

+11.85K

0.09%

MGO ONE SEVEN LLC

11.61K

Mar 31, 26

+1.56K

0.09%

QP WEALTH MANAGEMENT, LLC

11.43K

Mar 31, 26

-561

0.09%

Resources Investment Advisors, LLC.

10.90K

Mar 31, 26

+136

0.08%

IHT Wealth Management, LLC

10.16K

Mar 31, 26

+10.16K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.76K

Mar 31, 26

+8.76K

0.07%

CALTON & ASSOCIATES, INC.

8.58K

Mar 31, 26

+279

0.07%

SMITH, MOORE & CO.

8.11K

Mar 31, 26

+8.11K

0.06%

HB Wealth Management, LLC

8.02K

Mar 31, 26

+8.02K

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.01K

Mar 31, 26

-234

0.06%

MORGAN STANLEY

4.60K

Mar 31, 26

+4.59K

0.04%

UBS Group AG

3.01K

Mar 31, 26

+3.01K

0.02%

Western Wealth Management, LLC

2.97K

Mar 31, 26

+2.97K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.74K

Mar 31, 26

+953

0.02%

Geneos Wealth Management Inc.

2.68K

Mar 31, 26

+420

0.02%

STANCE CAPITAL LLC

2.03K

Mar 31, 26

+2.03K

0.02%

Steward Partners Investment Advisory, LLC

891

Mar 31, 26

+523

0.01%

SWAN Capital LLC

654

Mar 31, 26

+654

0.01%

United Community Bank

650

Mar 31, 26

+650

0.00%

FIFTH THIRD BANCORP

604

Mar 31, 26

+604

0.00%

Merkkuri Wealth Advisors LLC

511

Mar 31, 26

+511

0.00%

Allworth Financial LP

210

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

157

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

-1.97K

0.00%

Janney Montgomery Scott LLC

Mar 31, 26

-164.70K

Global Assets Advisory, LLC

Mar 31, 26

-11.83K

Rockefeller Capital Management L.P.

Mar 31, 26

-500

OLD MISSION CAPITAL LLC

Mar 31, 26

-37.35K

SIMPLEX TRADING, LLC

Mar 31, 26

-80

GPS Wealth Strategies Group, LLC

9.27K

Dec 31, 25

-2.95K

0.07%

COMERICA BANK

592

Dec 31, 25

+291

0.00%

Bullseye Investment Management, LLC

38.69K

Sep 30, 25

0.30%

SYNOVUS FINANCIAL CORP

19.49K

Sep 30, 25

+19.49K

0.15%

AVANTAX ADVISORY SERVICES, INC.

129.49K

Jun 30, 25

+31.38K

1.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+21

0.00%

Sugarloaf Wealth Management, LLC

520

Dec 31, 24

+520

0.00%

Cetera Advisor Networks LLC

15.96K

Mar 31, 24

+15.96K

0.12%

Cetera Advisors LLC

Mar 31, 24

-39.50K