FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q4 2025 (December 31)503holders +64
52new positions
14sold out
2famous investors
$34.26avg. 13F price*
At the end of Q4 2025, 503 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 64 from Q3 2025. 52 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($1.5B), Cetera Investment Advisers ($440.6M) and Commonwealth Equity Services, LLC ($395.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- FT Vest Lad Buffervetf-Usd I
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2025)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $76.9M |
| Exits | 14 | $27.8M |
All 13F filers, Q3 2025 → Q4 2025: 17,919,279 shares bought and 5,596,503 shares sold, net +12,322,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 503 holders
| LPL Financial LLC | 0.42% | Add +6.2% | 44,621,823 | $1.5B |
| Cetera Investment Advisers | 0.48% | Add +5.5% | 12,860,043 | $440.6M |
| Commonwealth Equity Services, LLC | 0.53% | Add +1.0% | 11,528,758 | $395.0M |
| Osaic Holdings, Inc. | 0.36% | Reduce -5.2% | 7,184,486 | $246.1M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -16.4% | 6,916,239 | $237.0M |
| Raymond James Financial Inc. | 0.06% | Add +18.2% | 5,553,717 | $190.3M |
| Cwm, LLC | 0.46% | Reduce -2.3% | 4,964,256 | $170.1M |
| Royal Bank of Canada | 0.03% | Add +3.0% | 4,797,326 | $164.4M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +4.0% | 3,723,423 | $128.5M |
| MML Investors Services, LLC | 0.30% | Add +9.4% | 3,626,879 | $124.3M |
| Morgan Stanley | 0.01% | Add +286.1% | 3,455,657 | $118.4M |
| Private Advisor Group, LLC | 0.53% | Add +2.8% | 3,280,887 | $112.4M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +14.7% | 3,262,912 | $111.8M |
| Kestra Advisory Services, LLC | 0.46% | Add +0.4% | 3,220,487 | $110.3M |
| NewEdge Advisors, LLC | 0.34% | Add +8.1% | 2,747,720 | $94.1M |
| Harbour Investments, Inc. | 1.72% | Reduce -2.6% | 2,481,942 | $85.0M |
| Truist Financial Corp. | 0.10% | Reduce -5.3% | 2,117,437 | $72.5M |
| Kestra Private Wealth Services, LLC | 0.84% | Add +2.2% | 1,968,773 | $67.5M |
| IHT Wealth Management, LLC | 1.40% | Add +9.5% | 1,679,663 | $57.5M |
| Aptus Capital Advisors, LLC | 0.47% | Add +0.9% | 1,599,145 | $54.8M |
| Guardian Wealth Advisors, LLC / NC | 3.15% | Reduce -0.5% | 1,467,661 | $50.3M |
| Gladstone Institutional Advisory LLC | 1.85% | Add +1.5% | 1,429,087 | $49.0M |
| Wells Fargo & Company | 0.01% | Add +38619.8% | 1,303,310 | $44.7M |
| Tradition Wealth Management, LLC | 3.15% | Add +2.5% | 1,280,050 | $43.9M |
| Howard Capital Management, LLC | 0.56% | Add +54.8% | 1,257,375 | $43.1M |
| NorthRock Partners, LLC | 0.69% | Add +26.5% | 1,192,856 | $40.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.8% | 1,093,935 | $37.5M |
| Goldstone Financial Group, LLC | 4.08% | Add +2.2% | 1,068,841 | $36.6M |
| Integrated Wealth Concepts LLC | 0.43% | Add +17.0% | 1,058,224 | $36.3M |
| Triad Wealth Partners, LLC | 3.40% | Add +6.6% | 1,044,099 | $35.8M |
| Hibernia Wealth Partners, LLC | 10.50% | Add +95.7% | 1,017,400 | $34.9M |
| Milestone Asset Management, LLC | 6.56% | Add +0.7% | 1,015,060 | $34.8M |
| Equitable Holdings, Inc. | 0.24% | Add +5.2% | 1,003,850 | $34.4M |
| Brookstone Capital Management | 0.39% | Add +9.6% | 997,857 | $34.2M |
| Mariner, LLC | 0.04% | Reduce -3.2% | 928,274 | $31.8M |
| Sound View Wealth Advisors Group, LLC | 2.06% | Add +3.0% | 894,718 | $30.7M |
| Coppell Advisory Solutions LLC | 2.98% | Add +0.2% | 879,894 | $30.3M |
| Prosperity Consulting Group, LLC | 1.33% | Add +21.2% | 860,109 | $29.5M |
| CreativeOne Wealth, LLC | 0.70% | Reduce -1.7% | 841,382 | $28.8M |
| StoneX Group Inc. | 1.14% | Add +0.5% | 764,028 | $26.2M |
| Independent Financial Group, LLC | 0.58% | Add +10.5% | 754,296 | $25.8M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -0.7% | 748,494 | $25.6M |
| Prospera Financial Services Inc | 0.41% | Add +6.6% | 731,915 | $25.1M |
| Ausdal Financial Partners, Inc. | 1.16% | Add +10.8% | 730,523 | $25.0M |
| RFG Advisory, LLC | 0.47% | Reduce -8.1% | 724,152 | $24.8M |
| Ignite Planners, LLC | 3.69% | Add +2.2% | 697,971 | $24.1M |
| Rovin Capital /Ut/ | 5.80% | Add +1.0% | 637,496 | $21.8M |
| Oppenheimer & Co. Inc. | 0.30% | Add +11.9% | 622,156 | $21.3M |
| VestGen Advisors, LLC | 0.87% | Reduce -19.9% | 593,600 | $20.3M |
| Holos Integrated Wealth LLC | 11.30% | Add +0.0% | 590,320 | $20.2M |
| Valtinson Bruner Financial Planning LLC | 5.65% | Reduce -13.0% | 573,706 | $19.7M |
| PSI Advisors, LLC | 4.81% | Add +4.1% | 558,502 | $19.1M |
| WealthPlan Investment Management, LLC | 1.22% | Reduce -14.1% | 557,443 | $19.1M |
| Flagship Harbor Advisors, LLC | 0.86% | Add +6.5% | 529,130 | $18.1M |
| HBW Advisory Services LLC | 1.95% | Add +26.4% | 524,041 | $18.0M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +3.4% | 520,042 | $17.8M |
| IFG Advisory, LLC | 0.77% | Reduce -1.7% | 516,442 | $17.7M |
| Centennial Wealth Advisory LLC | 4.49% | Add +0.5% | 495,404 | $17.0M |
| Solano Wealth Investment Advisors LLC | 8.30% | Reduce -1.4% | 488,722 | $16.7M |
| Cooper Financial Group | 1.76% | Add +2.6% | 481,960 | $16.5M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +32.8% | 480,036 | $16.4M |
| IMG Wealth Management, Inc. | 10.44% | Reduce -0.4% | 479,758 | $16.4M |
| Bleakley Financial Group, LLC | 0.28% | Add +2.8% | 466,536 | $16.0M |
| Symphony Financial Services, Inc. | 8.18% | Add +5.9% | 465,822 | $16.0M |
| SageGuard Financial Group, LLC | 2.48% | — | 455,390 | $15.6M |
| HighTower Advisors, LLC | 0.02% | Add +6.8% | 455,213 | $15.6M |
| Hobart Private Capital, LLC | 2.89% | Reduce -1.4% | 432,814 | $14.8M |
| Cooper Capital Advisors LLC | 8.94% | Add +5.9% | 414,609 | $14.2M |
| Key Financial Inc | 2.57% | Reduce -0.9% | 411,757 | $14.1M |
| Strategic Blueprint, LLC | 0.83% | Add +0.5% | 410,263 | $14.1M |
| WealthPLAN Partners, LLC | 2.10% | Reduce -4.0% | 410,055 | $14.0M |
| Pallas Capital Advisors LLC | 0.45% | Add +0.4% | 394,756 | $13.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +12.9% | 390,582 | $13.4M |
| Kovack Advisors, Inc. | 0.63% | Add +347.6% | 385,809 | $13.2M |
| Apollon Wealth Management, LLC | 0.23% | Add +2.9% | 385,687 | $13.2M |
| Meridian Wealth Management, LLC | 0.46% | Add +2.3% | 384,142 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -3.8% | 381,865 | $13.1M |
| Goldenstone Wealth Management LLC | 9.73% | — | 379,420 | $13.0M |
| Keystone Financial Group | 0.96% | Add +226.6% | 379,123 | $13.0M |
| Geneos Wealth Management Inc. | 0.32% | Add +1.3% | 378,075 | $13.0M |
| World Investment Advisors | 0.21% | New | 376,196 | $12.9M |
| Capasso Planning Partners LLC | 6.85% | Add +184.8% | 363,625 | $12.5M |
| Money Concepts Capital Corp. | 0.69% | Add +3.8% | 357,150 | $12.2M |
| Tower Wealth Partners, Inc. | 6.67% | Add +1.1% | 354,179 | $12.1M |
| Sigma Planning Corp | 0.33% | Reduce -2.0% | 372,173 | $12.1M |
| Benjamin Edwards Inc. | 0.13% | Add +40.0% | 337,374 | $11.6M |
| Kirkwood Financial Services | 4.00% | Add +3.4% | 333,297 | $11.4M |
| WCG Wealth Advisors LLC | 0.31% | Add +148.4% | 325,841 | $11.2M |
| Schulz Wealth, LTD. | 7.14% | Reduce -7.2% | 325,189 | $11.1M |
| Lifestyle Asset Management, Inc. | 3.61% | Add +0.5% | 324,170 | $11.1M |
| Triton Wealth Management, PLLC | 4.16% | Reduce -7.5% | 320,501 | $11.0M |
| Koshinski Asset Management, Inc. | 0.70% | Add +77.9% | 315,321 | $10.8M |
| HighPoint Advisor Group LLC | 0.23% | New | 306,112 | $10.5M |
| Financial Network Wealth Advisors LLC | 10.69% | Reduce -1.8% | 299,499 | $10.3M |
| Regal Investment Advisors LLC | 0.61% | Add +4.4% | 296,543 | $10.2M |
| Frederick Financial Consultants, LLC | 5.56% | Add +1.5% | 296,496 | $10.2M |
| AE Wealth Management LLC | 0.06% | Add +24.2% | 292,058 | $10.0M |
| Centaurus Financial, Inc. | 0.46% | Add +17.6% | 290,438 | $9.9M |
| Ssi Investment Management LLC | 3.70% | Reduce -0.1% | 289,025 | $9.9M |
| WealthCare Investment Partners, LLC | 2.85% | New | 285,610 | $9.8M |
| Tidemark, LLC | 2.78% | New | 285,814 | $9.8M |
| Solitude Financial Services | 3.09% | Reduce -5.0% | 273,730 | $9.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +22.5% | 271,842 | $9.3M |
| PMG Wealth Management, Inc. | 6.70% | Add +3.9% | 266,958 | $9.1M |
| LeClair Wealth Partners LLC | 5.30% | Add +1.2% | 266,500 | $9.1M |
| Golden State Wealth Management, LLC | 0.95% | Reduce -0.4% | 262,705 | $9.0M |
| Twin Peaks Wealth Advisors, LLC | 2.56% | Reduce -2.0% | 253,138 | $8.8M |
| Capital Investment Advisory Services, LLC | 0.59% | Add +4.0% | 244,519 | $8.4M |
| Opus Financial Solutions LLC | 7.84% | — | 242,527 | $8.3M |
| Rehmann Capital Advisory Group | 0.43% | Reduce -7.8% | 239,187 | $8.2M |
| Financial Futures Ltd Liability Co. | 3.73% | Reduce -3.8% | 234,930 | $8.0M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -75.0% | 230,535 | $7.9M |
| FreeGulliver LLC | 3.53% | Reduce -0.3% | 230,454 | $7.9M |
| Chris Bulman Inc | 3.42% | Add +4.0% | 225,480 | $7.7M |
| Stewardship Concepts Financial Services LLC | 6.44% | — | 222,614 | $7.6M |
| Family Capital Management, Inc. | 3.35% | Add +4.6% | 220,092 | $7.5M |
| Gateway Wealth Partners, LLC | 0.83% | Add +12.1% | 218,784 | $7.5M |
| Atria Investments, Inc | 0.08% | Reduce -9.3% | 216,216 | $7.4M |
| Principal Securities, Inc. | 0.11% | Add +0.5% | 216,058 | $7.4M |
| Jacobi Capital Management LLC | 0.42% | Add +1.6% | 213,201 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.9% | 212,513 | $7.3M |
| Madrona Financial Services, LLC | 1.56% | Add +0.7% | 212,427 | $7.3M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -3.3% | 212,111 | $7.3M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 211,056 | $7.2M |
| Arkadios Wealth Advisors | 0.14% | Add +15.6% | 208,404 | $7.1M |
| Arax Advisory Partners | 0.21% | New | 206,931 | $7.1M |
| PCG Wealth Advisors, LLC | 1.92% | Add +0.1% | 198,210 | $6.8M |
| Seros Financial, LLC | 3.98% | Reduce -0.6% | 197,856 | $6.8M |
| RiverTree Advisors, LLC | 4.31% | Add +0.8% | 197,473 | $6.8M |
| Sun Financial Inc | 3.71% | — | 194,329 | $6.7M |
| Integrated Advisors Network LLC | 0.29% | Reduce -1.3% | 191,907 | $6.6M |
| Western Wealth Management, LLC | 0.30% | Add +23.5% | 191,213 | $6.6M |
| Concorde Asset Management, LLC | 2.61% | Reduce -5.3% | 190,648 | $6.5M |
| SCS Capital Management LLC | 0.07% | Add +8.1% | 187,899 | $6.4M |
| Encompass More Asset Management | 1.17% | Add +1.8% | 184,935 | $6.3M |
| Merit Financial Group, LLC | 0.05% | Add +114.3% | 183,840 | $6.3M |
| Three Cord True Wealth Management, LLC | 3.60% | New | 180,737 | $6.2M |
| FOCUS Wealth Advisors, LLC | 2.87% | Add +0.9% | 179,956 | $6.2M |
| Andina Capital Management, LLC | 3.72% | Reduce -9.9% | 179,528 | $6.2M |
| Wealth Watch Advisors, INC | 2.20% | Add +17.3% | 173,154 | $5.9M |
| HFG Wealth Management, LLC | 3.19% | Reduce -9.0% | 169,039 | $5.8M |
| Ergawealth Advisors, Inc. | 2.64% | Reduce -48.4% | 167,523 | $5.7M |
| Legacy Wealth Managment, LLC | 2.74% | Reduce -7.4% | 166,789 | $5.7M |
| Advisor Resource Council | 2.03% | Add +1409.2% | 164,353 | $5.7M |
| Creative Financial Designs Inc. | 0.36% | Add +26.9% | 166,022 | $5.7M |
| Pine Valley Investments Ltd Liability Co | 0.28% | Add +3.3% | 164,854 | $5.6M |
| Bigelow Investment Advisors, LLC | 2.19% | Add +4.8% | 163,967 | $5.6M |
| KPP Advisory Services LLC | 0.82% | Add +20.3% | 163,893 | $5.6M |
| Iams Wealth Management, LLC | 2.00% | Add +18.3% | 161,516 | $5.5M |
| Maridea Wealth Management LLC | 0.83% | Add +20.0% | 160,318 | $5.5M |
| Split Rock Private Trading & Wealth Management, LLC | 4.31% | — | 156,934 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 154,002 | $5.3M |
| Stratos Wealth Advisors, LLC | 0.25% | Reduce -1.8% | 149,953 | $5.1M |
| Wedbush Securities Inc. | 0.15% | Add +6.3% | 148,126 | $5.1M |
| Miramontes Capital, LLC | 1.71% | — | 146,591 | $5.0M |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Reduce -17.6% | 146,415 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -22.1% | 144,861 | $5.0M |
| Rubicon Advisors, GP | 4.69% | — | 144,594 | $5.0M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -6.9% | 143,966 | $4.9M |
| Core Wealth Advisors, Inc. | 1.27% | Add +7.0% | 142,790 | $4.9M |
| Cambridge Advisors Inc. | 0.92% | Reduce -1.2% | 141,022 | $4.8M |
| N.E.W. Advisory Services LLC | 0.34% | Add +414.5% | 135,654 | $4.6M |
| Hilton Head Capital Partners, LLC | 2.68% | — | 133,767 | $4.6M |
| Stonebridge Financial Planning Group, LLC | 1.65% | Add +11.6% | 133,056 | $4.6M |
| Savant Capital, LLC | 0.03% | Reduce -4.7% | 132,575 | $4.5M |
| Central Pacific Bank - Trust Division | 0.58% | No change | 131,945 | $4.5M |
| Ankerstar Wealth, LLC | 4.46% | — | 130,695 | $4.5M |
| Navalign, LLC | 1.10% | Add +18.6% | 130,242 | $4.5M |
| Creative Planning | 0.00% | Reduce -61.3% | 128,736 | $4.4M |
| Financial Guidance Group, Inc. | 1.77% | Add +20.7% | 126,382 | $4.3M |
| Noble Wealth Management PBC | 2.16% | Reduce -9.7% | 125,638 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +20.5% | 124,945 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +64.2% | 124,743 | $4.3M |
| World Equity Group, Inc. | 1.18% | Reduce -54.1% | 123,555 | $4.2M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +3.8% | 118,248 | $4.1M |
| IFP Advisors, Inc | 0.09% | Add +38.0% | 117,319 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -0.4% | 114,744 | $3.9M |
| Amplius Wealth Advisors, LLC | 0.33% | Reduce -12.1% | 114,440 | $3.9M |
| Tsfg, LLC | 0.58% | Add +2.9% | 113,598 | $3.9M |
| First Heartland Consultants, Inc. | 0.29% | Reduce -36.8% | 112,750 | $3.9M |
| Five Pine Wealth Management | 2.47% | Reduce -3.2% | 112,179 | $3.8M |
| Snowden Capital Advisors LLC | 0.10% | Add +190.5% | 112,101 | $3.8M |
| NWF Advisory Services Inc. | 0.42% | Reduce -9.1% | 110,950 | $3.8M |
| Breakthru Advisory Services, LLC | 2.40% | Add +15.0% | 109,496 | $3.8M |
| Ameritas Advisory Services, LLC | 0.14% | Add +0.8% | 108,730 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +25.4% | 107,536 | $3.7M |
| SLT Holdings LLC | 2.41% | Add +2.2% | 105,321 | $3.6M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -5.9% | 104,940 | $3.6M |
| Harvest Investment Services, LLC | 0.67% | Add +9.6% | 103,729 | $3.6M |
| Acorn Wealth Advisors, LLC | 1.06% | Reduce -3.5% | 103,475 | $3.5M |
| International Assets Investment Management, LLC | 0.24% | Add +28.6% | 102,019 | $3.5M |
| Calton & Associates, Inc. | 0.51% | Add +4.7% | 101,264 | $3.5M |
| Summit Financial, LLC | 0.05% | Reduce -2.8% | 101,091 | $3.5M |
| Simplicity Wealth,LLC | 0.20% | Add +21.4% | 98,985 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -12.3% | 98,344 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +1.6% | 97,206 | $3.3M |
| Perennial Investment Advisors, LLC | 0.26% | Add +0.7% | 95,780 | $3.3M |
| Trilogy Capital Inc. | 0.14% | Add +13.1% | 93,209 | $3.2M |
| Pinnacle Associates Ltd. | 0.04% | Add +27.2% | 91,705 | $3.1M |
| HBK Sorce Advisory LLC | 0.07% | Add +5.1% | 89,517 | $3.1M |
| Prism Advisors, Inc. | 0.82% | Reduce -14.3% | 89,939 | $3.1M |
| Integrity Alliance, Llc. | 0.11% | Add +466.5% | 89,814 | $3.1M |
| Nvest Financial, LLC | 1.26% | Add +85.6% | 88,123 | $3.0M |
| Trail Ridge Investment Advisors, LLC | 1.28% | Reduce -32.0% | 86,781 | $3.0M |
| BridgePort Financial Solutions, LLC | 0.79% | Add +0.9% | 85,705 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Add +13.1% | 84,524 | $2.9M |
| Falcon Wealth Planning | 0.24% | No change | 82,750 | $2.8M |
| Boyum Wealth Architects LLC | 1.32% | Reduce -32.2% | 81,715 | $2.8M |
| Optivise Advisory Services LLC | 1.60% | Add +749.7% | 80,916 | $2.8M |
| Center for Financial Planning, Inc. | 0.28% | No change | 77,342 | $2.6M |
| Glen Eagle Advisors, LLC | 0.36% | Reduce -4.0% | 76,702 | $2.6M |
| Perissos Private Wealth Management, LLC | 2.26% | Add +14.4% | 76,456 | $2.6M |
| AQR Capital Management | 0.00% | Add +7.5% | 76,062 | $2.6M |
| Clear Creek Financial Management, LLC | 0.20% | Add +226.5% | 72,246 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | Add +22.0% | 71,789 | $2.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.17% | Add +15.6% | 70,745 | $2.4M |
| Maia Wealth LLC | 0.41% | Reduce -7.7% | 70,516 | $2.4M |
| Private Trust Co. NA | 0.21% | Add +4.2% | 68,699 | $2.4M |
| SHP Wealth Management | 0.18% | — | 68,461 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Reduce -1.9% | 68,255 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +55.8% | 66,849 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -2.3% | 65,739 | $2.3M |
| Secured Retirement Advisors, LLC | 1.25% | Reduce -6.4% | 65,574 | $2.2M |
| Skyview Financial Group LLC | 2.28% | — | 64,434 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.7% | 64,009 | $2.2M |
| Diversify Advisory Services, LLC | 0.07% | Add +25.6% | 63,096 | $2.2M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 63,289 | $2.2M |
| Integrity Financial Corp | 1.07% | Add +19.0% | 61,863 | $2.1M |
| Strategic Financial Concepts, LLC | 1.92% | Add +102.4% | 61,266 | $2.1M |
| Bison Wealth, LLC | 0.23% | New | 62,005 | $2.1M |
| TFB Advisors LLC | 0.56% | Add +7.8% | 58,356 | $2.0M |
| Capital Analysts, LLC | 0.05% | Add +290.5% | 57,761 | $2.0M |
| PKS Advisory Services, LLC | 0.45% | Reduce -31.3% | 57,706 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +8.2% | 57,467 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +51.8% | 56,435 | $1.9M |
| Clark Wealth Partners | 1.17% | No change | 55,975 | $1.9M |
| Ipsen Advisor Group LLC | 1.36% | Add +725.8% | 55,718 | $1.9M |
| Tucker Asset Management LLC | 0.55% | Add +36.6% | 55,207 | $1.9M |
| Prostatis Group LLC | 0.45% | Reduce -22.8% | 55,067 | $1.9M |
| Magnolia Capital Advisors LLC | 0.39% | Reduce -0.7% | 54,585 | $1.9M |
| Asset Allocation Strategies LLC | 0.34% | Add +6.5% | 53,786 | $1.8M |
| Richard W. Paul & Associates, LLC | 0.61% | Add +1224.4% | 53,706 | $1.8M |
| Brooklyn Investment Group | 0.08% | Add +57.0% | 52,817 | $1.8M |
| Tempo Wealth, LLC | 0.32% | — | 52,118 | $1.8M |
| Wiser Advisor Group LLC | 2.03% | Add +148.8% | 51,851 | $1.8M |
| Purus Wealth Management, LLC | 0.55% | Reduce -2.9% | 51,287 | $1.8M |
| Moors & Cabot, Inc. | 0.07% | Add +14.7% | 50,427 | $1.7M |
| Novem Group | 0.20% | Reduce -0.3% | 49,838 | $1.7M |
| Sovran Advisors, LLC | 0.14% | Add +8.0% | 49,359 | $1.7M |
| Apollon Financial, LLC | 0.25% | Add +1.6% | 49,585 | $1.7M |
| Precedent Wealth Partners, LLC | 0.36% | Reduce -3.5% | 49,433 | $1.7M |
| TrueWealth Advisors, LLC | 0.43% | Add +18.4% | 48,188 | $1.7M |
| Bank of Montreal | 0.00% | Add +8.6% | 48,038 | $1.6M |
| DHJJ Financial Advisors, Ltd. | 0.54% | Reduce -3.1% | 47,624 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +13.8% | 47,531 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +14.1% | 47,383 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | Add +537.9% | 47,115 | $1.6M |
| Independent Wealth Network Inc. | 0.49% | Reduce -27.2% | 46,335 | $1.6M |
| Mgo One Seven LLC | 0.03% | Reduce -19.6% | 46,159 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +6.5% | 46,033 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.20% | New | 45,113 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -7.3% | 44,724 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -10.6% | 44,329 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.44% | Add +1.5% | 43,643 | $1.5M |
| Balboa Wealth Partners | 0.24% | Add +2.6% | 42,918 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.22% | Reduce -1.2% | 42,896 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -5.2% | 42,857 | $1.5M |
| TCFG Wealth Management, LLC | 0.57% | Reduce -3.1% | 42,564 | $1.5M |
| Wolff Wiese Magana LLC | 0.80% | Add +4.8% | 42,539 | $1.5M |
| Mascagni Wealth Management, Inc. | 1.08% | Reduce -1.8% | 42,259 | $1.4M |
| Larson Financial Group LLC | 0.05% | Add +3.1% | 41,763 | $1.4M |
| Titleist Asset Management, LLC | 0.12% | New | 41,750 | $1.4M |
| TopTier Wealth Management, LLC | 0.95% | — | 40,925 | $1.4M |
| Forge Financial Services LLC | 0.59% | Add +59.1% | 40,440 | $1.4M |
| PFG Advisors | 0.07% | Reduce -50.5% | 40,091 | $1.4M |
| Verus Capital Partners, LLC | 0.09% | Reduce -4.8% | 40,021 | $1.4M |
| Luken Investment Analytics, LLC | 0.53% | New | 39,433 | $1.4M |
| Maripau Wealth Management LLC | 0.61% | Add +219.4% | 38,836 | $1.3M |
| Wagner Wealth Management, LLC | 0.28% | Add +1.4% | 38,063 | $1.3M |
| Heritage Wealth Management, Inc. | 0.36% | Add +1.8% | 37,980 | $1.3M |
| Riverbend Wealth Management, LLC | 0.81% | Reduce -4.7% | 37,705 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Reduce -0.8% | 37,413 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Reduce -0.1% | 35,830 | $1.2M |
| Lighthouse Wealth Management Inc. | 0.84% | Add +21.6% | 35,676 | $1.2M |
| Elevation Wealth Management LLC | 1.16% | — | 35,415 | $1.2M |
| Claris Financial LLC | 0.64% | Add +72.5% | 34,865 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.64% | Add +31.0% | 34,824 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 34,630 | $1.2M |
| Mach-1 Financial Group, LLC | 0.24% | New | 34,230 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.87% | Reduce -0.8% | 33,910 | $1.2M |
| Whipplewood Advisors, LLC | 0.74% | Add +4.3% | 33,659 | $1.2M |
| Private Advisory Group LLC | 0.09% | Add +12.1% | 33,109 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.46% | Add +0.1% | 32,591 | $1.1M |
| Sonoma Private Wealth LLC | 1.34% | No change | 32,402 | $1.1M |
| Benson Wealth Management INC | 1.22% | — | 31,970 | $1.1M |
| Synergy Financial Group, LTD | 0.77% | Reduce -5.4% | 31,833 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Add +0.6% | 31,829 | $1.1M |
| Element Wealth, LLC | 0.45% | Reduce -0.3% | 31,460 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +10.4% | 31,396 | $1.1M |
| Cozad Asset Management Inc. | 0.08% | No change | 31,066 | $1.1M |
| OneAscent Financial Services LLC | 0.10% | Add +5.8% | 30,972 | $1.1M |
| Nwam LLC | 0.06% | Add +13.1% | 30,580 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +13.8% | 30,673 | $1.1M |
| Kestra Investment Management, LLC | 0.03% | Add +11.4% | 30,418 | $1.0M |
| Vise Technologies, Inc. | 0.02% | Add +57.6% | 30,336 | $1.0M |
| Ameriflex Group, Inc. | 0.53% | Add +36.5% | 30,017 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -4.2% | 29,777 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +36.4% | 29,529 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +23.2% | 29,060 | $996K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 29,054 | $995K |
| Sunbelt Securities, Inc. | 0.07% | Add +324.0% | 28,809 | $987K |
| LVZ, Inc. | 0.11% | Add +2.7% | 28,072 | $962K |
| Claro Advisors Inc. | 0.13% | Add +7.5% | 27,989 | $959K |
| Leo Wealth, LLC | 0.07% | New | 26,916 | $956K |
| Ancora Advisors LLC | 0.02% | No change | 27,000 | $925K |
| Summit Wealth Partners, LLC | 0.17% | Add +54.9% | 26,998 | $925K |
| Echo Wealth Management, LLC | 0.53% | Reduce -7.1% | 26,491 | $908K |
| American Institute for Advanced Investment Management, LLP | 0.57% | Reduce -1.3% | 25,770 | $883K |
| Alliance Wealth Advisors, LLC | 0.42% | No change | 25,604 | $877K |
| Worth Asset Management, LLC | 0.37% | Reduce -0.8% | 25,582 | $876K |
| CacheTech Inc. | 0.16% | New | 25,497 | $874K |
| Paragon Private Wealth Management, LLC | 0.26% | No change | 24,705 | $846K |
| FSA Advisors, Inc. | 0.58% | Add +3.6% | 35,461 | $841K |
| Drake & Associates, LLC | 0.17% | Reduce -7.2% | 24,468 | $838K |
| Wealth Group Ltd | 0.19% | New | 24,438 | $837K |
| Advisory Services Network, LLC | 0.01% | Add +20.6% | 23,859 | $817K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.5% | 23,723 | $813K |
| Synergy Investment Management, LLC | 0.28% | Reduce -4.5% | 23,411 | $802K |
| Thrivent Financial for Lutherans | 0.00% | New | 22,944 | $786K |
| Michels Family Financial, LLC | 0.55% | Add +26.8% | 21,900 | $750K |
| Uptick Partners, LLC | 0.16% | Reduce -0.6% | 21,251 | $728K |
| Concentrum Wealth Management | 0.20% | Reduce -17.2% | 21,168 | $725K |
| FSB Premier Wealth Management, Inc. | 0.23% | Reduce -1.8% | 21,153 | $725K |
| HB Wealth Management, LLC | 0.00% | No change | 21,125 | $724K |
| EdgeRock Capital LLC | 0.19% | No change | 20,510 | $703K |
| Axis Wealth Partners, LLC | 0.39% | Add +2.2% | 20,502 | $702K |
| Cascade Investment Group, Inc. | 0.47% | Add +33.9% | 20,469 | $701K |
| Richmond Investment Services, LLC | 0.12% | Add +46.8% | 20,430 | $700K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -32.9% | 20,154 | $690K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.3% | 20,131 | $690K |
| Ascentis Independent Advisors | 0.11% | Reduce -56.7% | 19,933 | $683K |
| ABLE Financial Group, LLC | 0.14% | Add +12.6% | 19,802 | $678K |
| Spire Wealth Management | 0.02% | Reduce -1.8% | 19,548 | $670K |
| Prevail Innovative Wealth Advisors, LLC | 0.12% | No change | 19,411 | $665K |
| Savvy Advisors, Inc. | 0.02% | Add +137.0% | 19,113 | $655K |
| Assetmark, Inc. | 0.00% | Add +2.5% | 19,088 | $654K |
| Everest Financial Group LLC | 0.15% | — | 19,011 | $651K |
| Waverly Advisors, LLC | 0.01% | New | 18,773 | $643K |
| Keudell/Morrison Wealth Management | 0.14% | — | 18,750 | $642K |
| Journey Strategic Wealth LLC | 0.02% | Add +19.2% | 18,534 | $635K |
| Equity Wealth Partners, LLC | 0.41% | Add +10.4% | 18,418 | $631K |
| &partners | 0.00% | Add +96.3% | 18,373 | $629K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +6.5% | 18,216 | $624K |
| Founders Financial Securities LLC | 0.04% | Add +66.2% | 18,190 | $623K |
| Adamsbrown Wealth Consultants LLC | 0.17% | Add +2.0% | 18,116 | $621K |
| Soltis Investment Advisors LLC | 0.04% | New | 17,759 | $608K |
| GPS Wealth Strategies Group, LLC | 0.52% | Reduce -79.1% | 17,716 | $607K |
| Lake Street Private Wealth, LLC | 0.07% | Add +1.4% | 17,625 | $604K |
| Castleview Partners, LLC | 0.29% | Reduce -5.2% | 17,362 | $595K |
| Allworth Financial LP | 0.00% | Add +6.1% | 17,054 | $584K |
| MBL Wealth, LLC | 0.05% | New | 17,000 | $582K |
| M Holdings Securities, Inc. | 0.04% | New | 17,000 | $582K |
| Nicholson Wealth Management Group, LLC | 0.34% | Add +37.2% | 16,942 | $580K |
| Belpointe Asset Management LLC | 0.02% | Reduce -12.0% | 16,884 | $578K |
| Inspire Advisors, LLC | 0.05% | New | 16,107 | $552K |
| Winebrenner Capital Management LLC | 0.37% | Reduce -2.4% | 16,069 | $551K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +22.9% | 16,048 | $550K |
| Advyzon Investment Management, LLC | 0.06% | Add +140.8% | 15,998 | $548K |
| Flagstar Securities, Inc. | 0.18% | Reduce -43.3% | 15,759 | $540K |
| Axxcess Wealth Management, LLC | 0.01% | Add +160.6% | 15,633 | $536K |
| Clarus Group, Inc. | 0.19% | No change | 15,505 | $531K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +2.0% | 15,121 | $518K |
| Tortuga Wealth Management, Inc | 0.54% | — | 15,033 | $515K |
| Gilliland Jeter Wealth Management LLC | 0.15% | New | 14,792 | $507K |
| Vista Cima Wealth Management LLC | 0.42% | Reduce -0.3% | 14,623 | $501K |
| Comerica Bank | 0.00% | Reduce -0.2% | 14,605 | $500K |
| Level Four Advisory Services, LLC | 0.02% | New | 14,271 | $489K |
| Lifeworks Advisors, LLC | 0.06% | No change | 14,163 | $485K |
| Advisory Resource Group | 0.08% | Reduce -54.7% | 13,843 | $474K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 13,690 | $469K |
| Signature Equity Partners, LLC | 0.25% | — | 13,126 | $450K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +14.6% | 13,123 | $449K |
| Atlas Private Wealth Advisors | 0.10% | No change | 13,028 | $446K |
| Ewa, LLC | 0.11% | No change | 12,898 | $442K |
| Columbia Advisory Partners LLC | 0.30% | Reduce -8.4% | 12,841 | $440K |
| Retirement Management Systems Inc. | 0.11% | — | 12,532 | $429K |
| RPS Advisory Solutions LLC | 0.20% | Add +21.4% | 12,489 | $428K |
| SimpliFi, Inc. | 0.18% | No change | 12,341 | $423K |
| Legacy Solutions, LLC | 0.37% | No change | 12,182 | $417K |
| HCR Wealth Advisors | 0.04% | Add +57.3% | 11,747 | $402K |
| Murphy & Mullick Capital Management Corp | 0.29% | Add +8.4% | 11,550 | $396K |
| Fermata Advisors, LLC | 0.09% | Reduce -28.3% | 11,479 | $393K |
| First Horizon Corp. | 0.02% | New | 11,365 | $389K |
| Brookwood Investment Group LLC | 0.05% | Add +3.7% | 11,198 | $384K |
| Prosperity Wealth Management, Inc. | 0.13% | Reduce -16.8% | 11,183 | $383K |
| Smith, Moore & Co. | 0.03% | Reduce -24.5% | 10,883 | $373K |
| Kilter Group LLC | 0.16% | Reduce -4.5% | 10,820 | $371K |
| Armstrong, Fleming & Moore, Inc | 0.17% | No change | 10,570 | $362K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -0.3% | 14,471 | $354K |
| Southland Equity Partners LLC | 0.07% | New | 10,205 | $350K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 10,061 | $345K |
| Cary Street Partners Financial LLC | 0.01% | Add +30.2% | 10,033 | $344K |
| McDonald Partners LLC | 0.11% | Add +42.9% | 10,000 | $343K |
| Carnegie Investment Counsel | 0.01% | No change | 9,939 | $341K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -26.6% | 9,834 | $337K |
| RDA Financial Network | 0.08% | Reduce -70.6% | 9,833 | $337K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.4% | 9,815 | $336K |
| Two Sigma Securities, LLC | 0.05% | New | 9,679 | $332K |
| Canal Capital Management, LLC | 0.05% | Reduce -1.8% | 9,668 | $331K |
| Gaddis Premier Wealth Advisors LLC | 0.25% | — | 9,488 | $325K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.6% | 9,334 | $320K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -79.1% | 9,070 | $310K |
| Pursue Wealth Partners LLC | 0.15% | No change | 8,970 | $307K |
| Ameriprise Financial Inc. | 0.00% | Add +14.5% | 8,953 | $307K |
| LifeWealth Investments, LLC | 0.10% | Reduce -0.5% | 8,889 | $305K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 8,850 | $303K |
| Sequent Planning LLC | 0.08% | Add +0.0% | 8,797 | $301K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,687 | $298K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $296K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $290K |
| May Hill Capital, LLC | 0.08% | New | 8,358 | $286K |
| Traction Financial Partners, LLC | 0.17% | Add +2.3% | 8,351 | $286K |
| Gotham Asset Management | 0.00% | Reduce -70.9% | 8,250 | $283K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.15% | — | 8,204 | $281K |
| Vantus Wealth LLC | 0.21% | — | 8,195 | $281K |
| GSG Advisors LLC | 0.07% | No change | 8,146 | $279K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,132 | $279K |
| Catalina Capital Group, LLC | 0.17% | No change | 8,015 | $275K |
| Signal Advisors Wealth, LLC | 0.02% | New | 7,961 | $273K |
| Leigh Baldwin & Co., LLC | 0.18% | Reduce -7.3% | 7,885 | $270K |
| TKG Advisors, LLC | 0.11% | New | 7,792 | $267K |
| Foguth Wealth Management, LLC. | 0.04% | — | 7,778 | $267K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,633 | $262K |
| Fortress Private Ledger, LLC | 0.08% | Add +4.7% | 7,493 | $257K |
| Prosperity Financial Group, Inc. | 0.09% | No change | 7,491 | $257K |
| National Wealth Management Group, LLC | 0.08% | New | 7,117 | $244K |
| Carter Financial, LLC | 0.21% | — | 7,017 | $240K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | No change | 6,850 | $235K |
| Apeiron RIA LLC | 0.05% | Reduce -39.3% | 6,660 | $231K |
| Virtus Wealth Solutions LLC | 0.04% | New | 6,594 | $226K |
| Global Assets Advisory, LLC | 0.06% | New | 6,592 | $226K |
| WESPAC Advisors SoCal, LLC | 0.05% | Add +9.9% | 6,589 | $226K |
| Independent Advisor Alliance | 0.01% | No change | 6,584 | $226K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,537 | $224K |
| Accurate Wealth Management, LLC | 0.03% | Add +0.4% | 6,491 | $224K |
| Accel Wealth Management | 0.06% | Reduce -6.7% | 6,451 | $221K |
| Gradient Capital Advisors, LLC | 0.06% | New | 6,382 | $219K |
| Navis Wealth Advisors, LLC | 0.09% | New | 6,064 | $208K |
| Aurora Private Wealth, Inc. | 0.14% | — | 6,034 | $207K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 6,000 | $207K |
| Well Done, LLC | 0.03% | No change | 6,000 | $206K |
| Boyer Financial Services, Inc. | 0.22% | — | 5,913 | $203K |
| UBS Group AG | 0.00% | New | 5,629 | $193K |
| Bravera Wealth | 0.09% | — | 5,175 | $177K |
| Bokf, NA | 0.00% | No change | 5,000 | $171K |
| Rossby Financial, LCC | 0.05% | No change | 4,716 | $162K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,478 | $153K |
| TD Capital Management LLC | 0.01% | Add +561.4% | 4,365 | $150K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +68.8% | 3,917 | $134K |
| Bullseye Investment Management, LLC | 0.06% | Reduce -87.5% | 3,503 | $120K |
| Blue Trust, Inc. | 0.00% | New | 3,439 | $118K |
| Avion Wealth | 0.02% | No change | 3,186 | $109K |
| MTM Investment Management, LLC | 0.03% | No change | 3,000 | $103K |
| Bank of America Corp. | 0.00% | Reduce -39.2% | 2,787 | $95K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -63.0% | 2,762 | $95K |
| Smartleaf Asset Management LLC | 0.00% | New | 2,591 | $89K |
| Parallel Advisors, LLC | 0.00% | New | 2,599 | $89K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -19.5% | 2,146 | $74K |
| Scarborough Advisors, LLC | 0.01% | Reduce -13.2% | 2,105 | $72K |
| SageView Advisory Group, LLC | 0.00% | New | 1,984 | $68K |
| GoalVest Advisory LLC | 0.01% | New | 1,667 | $57K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $57K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -12.8% | 1,646 | $56K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,497 | $51K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,428 | $49K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,418 | $49K |
| Midwest Capital Advisors, LLC | 0.02% | New | 1,198 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,118 | $38K |
| Jones Financial Companies LLLP | 0.00% | New | 932 | $32K |
| Sound Income Strategies, LLC | 0.00% | No change | 919 | $32K |
| Bernard Wealth Management Corp. | 0.01% | No change | 873 | $30K |
| Albion Financial Group | 0.00% | New | 749 | $26K |
| Hantz Financial Services, Inc. | 0.00% | No change | 700 | $24K |
| Morling Financial Advisors, LLC | 0.01% | New | 700 | $24K |
| Fortitude Family Office, LLC | 0.01% | New | 659 | $23K |
| Fifth Third Bancorp | 0.00% | No change | 629 | $22K |
| Concord Wealth Partners | 0.00% | Reduce -49.9% | 600 | $21K |
| US Bancorp \de | 0.00% | No change | 575 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | Add +75.8% | 545 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 500 | $17K |
| Evolution Wealth Management Inc. | 0.01% | New | 440 | $15K |
| Sunrise Financial Services, LLC | 0.01% | — | 420 | $14K |
| Financial Connections Group, Inc. | 0.00% | No change | 408 | $13K |
| Hoey Investments, Inc. | 0.00% | New | 348 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 292 | $10K |
| Crewe Advisors LLC | 0.00% | No change | 212 | $7K |
| Ashton Thomas Securities, LLC | 0.00% | New | 193 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 158 | $5K |
| Compass Financial Services Inc | 0.00% | No change | 100 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 98 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 84 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +27.8% | 46 | $2K |
"% of holder's portfolio" is BUFR's weight in each manager's 13F, not the share of FT Vest Lad Buffervetf-Usd I the manager owns.