FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q2 2026 (June 30)539holders +31
62new positions
26sold out
3famous investors
$36.45avg. 13F price*
At the end of Q2 2026, 539 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 31 from Q1 2026. 62 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($1.7B), Cetera Investment Advisers ($513.9M) and Envestnet Asset Management Inc. ($348.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 (Q2 2026)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $159.2M |
| Exits | 26 | $91.0M |
All 13F filers, Q1 2026 → Q2 2026: 21,357,750 shares bought and 7,669,070 shares sold, net +13,688,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 539 holders
| LPL Financial LLC | 0.39% | Add +0.8% | 47,463,109 | $1.7B |
| Cetera Investment Advisers | 0.47% | Add +4.5% | 14,067,678 | $513.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +7.4% | 9,547,720 | $348.8M |
| Commonwealth Equity Services, LLC | 0.44% | Reduce -4.4% | 9,477,811 | $346.2M |
| Osaic Holdings, Inc. | 0.35% | Add +6.0% | 8,180,750 | $298.8M |
| Raymond James Financial Inc. | 0.08% | Add +26.8% | 7,703,236 | $281.4M |
| Morgan Stanley | 0.01% | Add +32.7% | 7,283,987 | $266.1M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 5,074,420 | $185.4M |
| Wells Fargo & Company | 0.02% | Add +29.3% | 3,894,320 | $142.3M |
| MML Investors Services, LLC | 0.28% | Add +25.5% | 3,766,840 | $137.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +7.2% | 3,527,503 | $128.9M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +10.3% | 3,375,302 | $124.2M |
| Private Advisor Group, LLC | 0.56% | Add +2.3% | 3,346,495 | $122.2M |
| Truist Financial Corp. | 0.13% | Add +38.6% | 2,991,257 | $109.3M |
| NewEdge Advisors, LLC | 0.32% | Add +1.9% | 2,983,447 | $109.0M |
| Kestra Advisory Services, LLC | 0.32% | Add +8.8% | 2,725,740 | $99.6M |
| Harbour Investments, Inc. | 1.32% | Add +2.7% | 2,685,827 | $98.1M |
| Howard Capital Management, LLC | 1.11% | Add +8.7% | 2,545,521 | $93.0M |
| Gladstone Institutional Advisory LLC | 2.42% | Add +33.9% | 2,099,250 | $76.7M |
| Kestra Private Wealth Services, LLC | 0.75% | Reduce -7.3% | 1,856,317 | $67.8M |
| Macro Advisors, Inc. | 20.63% | Reduce -11.1% | 1,771,732 | $64.7M |
| NorthRock Partners, LLC | 0.90% | Add +18.0% | 1,687,130 | $61.6M |
| Aptus Capital Advisors, LLC | 0.43% | Add +0.8% | 1,627,130 | $59.4M |
| Guardian Wealth Advisors, LLC / NC | 3.07% | Add +1.6% | 1,484,319 | $54.2M |
| Janney Montgomery Scott LLC | 0.10% | Add +11.6% | 1,429,695 | $52.2M |
| IHT Wealth Management, LLC | 1.10% | Reduce -15.3% | 1,411,271 | $51.6M |
| McKinney Capital Management, LLC | 19.17% | Add +7.3% | 1,331,602 | $48.6M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -1.1% | 1,216,069 | $44.4M |
| Equitable Holdings, Inc. | 0.25% | Add +6.4% | 1,160,700 | $42.4M |
| Legacy Financial Group LLC | 4.43% | New | 1,077,400 | $39.4M |
| Milestone Asset Management, LLC | 5.98% | Reduce -0.9% | 1,040,780 | $38.0M |
| Prosperity Consulting Group, LLC | 1.38% | Add +9.1% | 995,937 | $36.4M |
| CreativeOne Wealth, LLC | 0.78% | Add +13.6% | 993,876 | $36.3M |
| Tradition Wealth Management, LLC | 2.09% | Reduce -13.2% | 935,346 | $34.2M |
| Bouchey Financial Group, Ltd. | 2.20% | New | 931,941 | $34.0M |
| Brookstone Capital Management | 0.34% | Add +4.3% | 919,740 | $33.6M |
| Triad Wealth Partners, LLC | 1.97% | Reduce -5.0% | 895,856 | $33.2M |
| Sound View Wealth Advisors Group, LLC | 2.00% | Reduce -0.0% | 882,918 | $32.3M |
| Independent Financial Group, LLC | 0.60% | Add +3.4% | 872,837 | $31.9M |
| Ausdal Financial Partners, Inc. | 1.18% | Add +5.3% | 826,208 | $30.2M |
| Creative Financial Designs Inc. | 1.33% | Add +144.4% | 767,287 | $28.0M |
| Goldstone Financial Group, LLC | 2.54% | Reduce -26.1% | 760,367 | $27.8M |
| Merit Financial Group, LLC | 0.17% | Add +308.4% | 759,755 | $27.8M |
| Sanctuary Advisors, LLC | 0.13% | Add +2.2% | 746,900 | $27.3M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +20.6% | 731,800 | $26.7M |
| Ignite Planners, LLC | 3.52% | Add +0.1% | 702,030 | $25.6M |
| StoneX Group Inc. | 1.03% | Reduce -3.7% | 701,880 | $25.6M |
| HBW Advisory Services LLC | 2.24% | Add +4.4% | 679,297 | $24.8M |
| Valtinson Bruner Financial Planning LLC | 6.07% | Add +6.6% | 663,198 | $24.2M |
| HighTower Advisors, LLC | 0.02% | Add +11.8% | 650,954 | $23.8M |
| Symphony Financial Services, Inc. | 10.07% | Add +24.8% | 613,484 | $22.4M |
| Holos Integrated Wealth LLC | 10.43% | Add +4.3% | 610,376 | $22.3M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +10.0% | 602,632 | $22.0M |
| Reyes Financial Architecture, Inc. | 11.79% | Add +105001.3% | 575,955 | $21.0M |
| Flagship Harbor Advisors, LLC | 0.79% | Add +2.8% | 568,550 | $20.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +38.3% | 552,106 | $20.2M |
| VestGen Advisors, LLC | 0.59% | Reduce -0.4% | 550,364 | $20.1M |
| Prospera Financial Services Inc | 0.29% | Reduce -27.7% | 549,627 | $20.1M |
| Ameritas Advisory Services, LLC | 0.41% | Add +367.1% | 548,284 | $20.0M |
| RFG Advisory, LLC | 0.31% | Reduce -10.2% | 539,708 | $19.7M |
| Cooper Financial Group | 1.58% | Add +2.6% | 522,233 | $19.1M |
| Foundations Investment Advisors, LLC | 0.20% | Add +5.2% | 522,021 | $19.1M |
| IMG Wealth Management, Inc. | 10.31% | Add +3.3% | 506,640 | $18.5M |
| Koshinski Asset Management, Inc. | 0.96% | Add +14.6% | 494,781 | $18.1M |
| Hibernia Wealth Partners, LLC | 9.73% | Reduce -50.3% | 491,874 | $18.0M |
| Solano Wealth Investment Advisors LLC | 8.14% | Reduce -1.1% | 489,588 | $17.9M |
| Oppenheimer & Co. Inc. | 0.19% | Add +1.6% | 481,156 | $17.6M |
| Centennial Wealth Advisory LLC | 3.72% | Reduce -1.9% | 471,997 | $17.2M |
| Tidemark, LLC | 3.87% | Reduce -0.9% | 470,162 | $17.2M |
| Bleakley Financial Group, LLC | 0.22% | Add +5.0% | 470,034 | $17.2M |
| Goldenstone Wealth Management LLC | 11.06% | Add +12.2% | 463,059 | $16.9M |
| IFG Advisory, LLC | 0.58% | Add +7380.3% | 456,298 | $16.7M |
| Keystone Financial Group | 0.95% | Add +9.5% | 439,583 | $16.1M |
| UBS Group AG | 0.00% | New | 429,389 | $15.7M |
| Hobart Private Capital, LLC | 2.67% | Add +0.1% | 426,520 | $15.6M |
| Great Valley Advisor Group, Inc. | 0.25% | Reduce -17.1% | 426,004 | $15.6M |
| Cooper Capital Advisors LLC | 6.74% | Add +1.2% | 425,348 | $15.5M |
| Strategic Blueprint, LLC | 0.76% | Reduce -0.3% | 415,886 | $15.2M |
| Benjamin Edwards Inc. | 0.14% | Add +20.5% | 410,276 | $15.0M |
| Meridian Wealth Management, LLC | 0.46% | Add +2.6% | 403,016 | $14.7M |
| Key Financial Inc | 2.41% | Reduce -1.9% | 402,453 | $14.7M |
| Arkadios Wealth Advisors | 0.23% | Reduce -3.1% | 402,374 | $14.7M |
| PSI Advisors, LLC | 3.41% | Reduce -16.4% | 402,049 | $14.7M |
| Money Concepts Capital Corp. | 0.68% | Add +9.7% | 401,583 | $14.7M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +25.7% | 398,020 | $14.5M |
| World Investment Advisors | 0.24% | Add +1.4% | 409,382 | $14.4M |
| Capasso Planning Partners LLC | 7.03% | Reduce -4.9% | 385,702 | $14.1M |
| Uniting Wealth Partners, LLC | 2.81% | Add +1.9% | 379,241 | $13.9M |
| Pallas Capital Advisors LLC | 0.42% | Add +0.1% | 371,167 | $13.6M |
| Kovack Advisors, Inc. | 0.64% | Reduce -5.7% | 366,973 | $13.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -2.5% | 365,194 | $13.3M |
| Tower Wealth Partners, Inc. | 6.41% | Reduce -1.1% | 355,689 | $13.0M |
| WCG Wealth Advisors LLC | 0.31% | Add +2.1% | 352,462 | $12.9M |
| WealthPLAN Partners, LLC | 2.44% | Add +3.9% | 348,808 | $12.7M |
| AE Wealth Management LLC | 0.06% | Add +4.3% | 346,091 | $12.6M |
| Sigma Planning Corp | 0.32% | Reduce -1.3% | 345,093 | $12.6M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -0.7% | 344,983 | $12.6M |
| Schulz Wealth, LTD. | 6.46% | — | 342,573 | $12.5M |
| HighPoint Advisor Group LLC | 0.44% | Reduce -0.9% | 340,344 | $12.4M |
| Geneos Wealth Management Inc. | 0.25% | Add +4.0% | 337,044 | $12.3M |
| SageGuard Financial Group, LLC | 1.72% | Reduce -12.1% | 335,902 | $12.3M |
| Regal Investment Advisors LLC | 0.64% | Add +6.4% | 335,642 | $12.3M |
| Capital Investment Advisory Services, LLC | 0.73% | Add +18.7% | 322,889 | $11.8M |
| Frederick Financial Consultants, LLC | 4.92% | Add +5.8% | 317,634 | $11.6M |
| WealthPlan Investment Management, LLC | 0.56% | Reduce -17.9% | 310,495 | $11.3M |
| Triton Wealth Management, PLLC | 3.33% | Reduce -2.2% | 296,795 | $10.9M |
| Western Wealth Management, LLC | 0.35% | Add +6.0% | 296,853 | $10.8M |
| Solitude Financial Services | 2.95% | Add +1.1% | 291,131 | $10.6M |
| PMG Wealth Management, Inc. | 6.32% | Add +1.5% | 279,745 | $10.2M |
| WealthCare Investment Partners, LLC | 2.42% | Reduce -3.4% | 273,071 | $10.0M |
| Advisory Services Network, LLC | 0.11% | Add +1.3% | 268,855 | $9.8M |
| Jacobi Capital Management LLC | 0.48% | Add +10.7% | 266,842 | $9.7M |
| Twin Peaks Wealth Advisors, LLC | 2.20% | Add +0.7% | 265,773 | $9.7M |
| Seros Financial, LLC | 5.05% | Add +2.0% | 265,438 | $9.7M |
| Gerald Baker Financial Group LLC | 2.70% | Add +7.7% | 260,160 | $9.5M |
| Opus Financial Solutions LLC | 7.49% | Reduce -0.1% | 254,216 | $9.3M |
| Golden State Wealth Management, LLC | 0.84% | Reduce -1.5% | 252,708 | $9.2M |
| Kingsview Wealth Management, LLC | 0.11% | Add +24.9% | 251,333 | $9.2M |
| Madrona Financial Services, LLC | 1.68% | Add +1.9% | 249,749 | $9.1M |
| Tounjian Advisory Partners, LLC | 3.87% | New | 247,491 | $9.0M |
| Stewardship Concepts Financial Services LLC | 6.08% | Add +6.8% | 247,390 | $9.0M |
| Arax Advisory Partners | 0.06% | Add +6.1% | 242,631 | $8.9M |
| Sun Financial Inc | 4.16% | Add +14.8% | 236,154 | $8.8M |
| Financial Futures Ltd Liability Co. | 3.33% | Add +0.2% | 239,321 | $8.7M |
| Gateway Wealth Partners, LLC | 0.52% | Reduce -45.5% | 238,294 | $8.7M |
| Pinnacle Financial Partners, Inc. | 0.06% | Reduce -1.6% | 237,989 | $8.7M |
| Avaii Wealth Management, LLC | 2.52% | New | 235,145 | $8.6M |
| Centaurus Financial, Inc. | 0.33% | Add +25.3% | 234,211 | $8.6M |
| Principal Securities, Inc. | 0.10% | Reduce -2.8% | 232,928 | $8.5M |
| LeClair Wealth Partners LLC | 4.38% | New | 231,275 | $8.4M |
| FreeGulliver LLC | 2.95% | Reduce -0.8% | 228,879 | $8.4M |
| Chris Bulman Inc | 3.03% | Reduce -1.0% | 226,813 | $8.3M |
| Iams Wealth Management, LLC | 2.40% | Add +8.5% | 218,155 | $8.0M |
| PCG Wealth Advisors, LLC | 1.78% | Reduce -3.3% | 217,969 | $8.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +43.2% | 209,690 | $7.7M |
| Rubicon Advisors, GP | 5.53% | Add +12.5% | 207,730 | $7.6M |
| Three Cord True Wealth Management, LLC | 3.61% | Add +7.4% | 207,562 | $7.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.20% | Add +10.6% | 205,040 | $7.5M |
| Maridea Wealth Management LLC | 0.79% | Add +19.0% | 199,077 | $7.3M |
| Ssi Investment Management LLC | 2.50% | Reduce -22.8% | 198,785 | $7.3M |
| Family Capital Management, Inc. | 2.72% | Reduce -11.7% | 191,874 | $7.0M |
| Wealth Watch Advisors, INC | 2.28% | Add +15.8% | 191,859 | $7.0M |
| Legacy Wealth Managment, LLC | 2.89% | Add +6.8% | 191,704 | $7.0M |
| RiverTree Advisors, LLC | 4.11% | Reduce -2.0% | 190,548 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 189,236 | $6.9M |
| KPP Advisory Services LLC | 0.85% | Reduce -1.6% | 182,730 | $6.7M |
| Snowden Capital Advisors LLC | 0.16% | Add +13.4% | 180,355 | $6.6M |
| SCS Capital Management LLC | 0.06% | Add +7.5% | 179,840 | $6.6M |
| Core Wealth Advisors, Inc. | 1.32% | Add +4.6% | 179,303 | $6.5M |
| Tsfg, LLC | 0.81% | Add +53.8% | 176,680 | $6.5M |
| Kintra Wealth, LLC | 0.33% | New | 169,453 | $6.3M |
| Atria Investments, Inc | 0.06% | Add +3.8% | 173,474 | $6.3M |
| Traction Financial Partners, LLC | 3.36% | Add +1.4% | 173,349 | $6.3M |
| Andina Capital Management, LLC | 10.36% | Add +18.4% | 172,767 | $6.3M |
| FOCUS Wealth Advisors, LLC | 2.91% | Add +0.5% | 172,105 | $6.3M |
| Simplicity Wealth,LLC | 0.21% | Add +55.8% | 170,511 | $6.2M |
| Pine Valley Investments Ltd Liability Co | 0.25% | Reduce -0.9% | 163,848 | $6.0M |
| Split Rock Private Trading & Wealth Management, LLC | 4.08% | Add +0.5% | 162,892 | $6.0M |
| Stonebridge Financial Planning Group, LLC | 1.87% | Add +10.0% | 160,755 | $5.9M |
| Keystone Wealth Services, LLC | 1.01% | Add +18.2% | 149,548 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +1.7% | 148,029 | $5.4M |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Reduce -1.4% | 147,346 | $5.4M |
| Wedbush Securities Inc. | 0.14% | Reduce -8.6% | 146,548 | $5.4M |
| Ergawealth Advisors, Inc. | 2.03% | Reduce -13.6% | 143,415 | $5.2M |
| Advisor Resource Council | 1.73% | Reduce -6.6% | 141,641 | $5.2M |
| Ankerstar Wealth, LLC | 4.32% | Add +9.8% | 141,016 | $5.2M |
| Cambridge Advisors Inc. | 0.88% | Add +0.8% | 140,616 | $5.1M |
| OneDigital Investment Advisors LLC | 0.04% | Add +30.7% | 140,539 | $5.1M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -2.9% | 139,831 | $5.1M |
| Miramontes Capital, LLC | 1.56% | Reduce -5.7% | 137,211 | $5.0M |
| Wiser Advisor Group LLC | 5.34% | Add +15.0% | 133,562 | $4.9M |
| IFP Advisors, Inc | 0.09% | Reduce -15.5% | 131,301 | $4.8M |
| Mgo One Seven LLC | 0.08% | Add +171.5% | 130,469 | $4.8M |
| Bigelow Investment Advisors, LLC | 1.71% | Reduce -9.9% | 129,658 | $4.7M |
| Creative Planning | 0.00% | Add +3.6% | 128,041 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -40.3% | 126,890 | $4.6M |
| World Equity Group, Inc. | 1.03% | Add +0.8% | 125,694 | $4.6M |
| Mutual Advisors, LLC | 0.09% | Add +25.0% | 123,639 | $4.5M |
| Integrated Advisors Network LLC | 0.21% | Reduce -12.9% | 122,980 | $4.5M |
| Financial Guidance Group, Inc. | 1.63% | Reduce -6.4% | 119,177 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.9% | 118,880 | $4.3M |
| Accel Wealth Management | 0.96% | Add +103.9% | 117,011 | $4.3M |
| First Heartland Consultants, Inc. | 0.28% | Add +4.1% | 116,937 | $4.3M |
| Hilton Head Capital Partners, LLC | 2.15% | Reduce -17.0% | 116,566 | $4.3M |
| Onyx Bridge Wealth Group LLC | 0.38% | Reduce -3.9% | 114,888 | $4.2M |
| Trilogy Capital Inc. | 0.16% | Add +10.9% | 112,373 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -3.6% | 111,995 | $4.1M |
| Trail Ridge Investment Advisors, LLC | 1.67% | Add +18.8% | 108,314 | $4.0M |
| Integrity Alliance, Llc. | 0.12% | Add +26.1% | 108,050 | $3.9M |
| Harvest Investment Services, LLC | 0.61% | Add +11.6% | 107,973 | $3.9M |
| Central Pacific Bank - Trust Division | 0.41% | Reduce -12.9% | 107,405 | $3.9M |
| Noble Wealth Management PBC | 1.79% | Reduce -6.2% | 107,370 | $3.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.3% | 107,381 | $3.9M |
| Novem Group | 0.39% | Add +2.5% | 105,778 | $3.9M |
| Five Pine Wealth Management | 2.17% | Reduce -4.2% | 104,768 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.36% | Add +12.9% | 103,178 | $3.8M |
| Denver PWM, LLC | 1.22% | New | 99,896 | $3.7M |
| Global Retirement Partners, LLC | 0.06% | — | 101,577 | $3.7M |
| NWF Advisory Services Inc. | 0.34% | Reduce -4.0% | 100,263 | $3.7M |
| International Assets Investment Management, LLC | 0.22% | Add +10.2% | 99,052 | $3.6M |
| Summit Financial, LLC | 0.04% | Reduce -2.5% | 98,646 | $3.6M |
| Perennial Investment Advisors, LLC | 0.24% | Reduce -0.6% | 97,866 | $3.6M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -0.3% | 95,944 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -89.6% | 97,275 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +113.8% | 96,561 | $3.5M |
| Savant Capital, LLC | 0.01% | Reduce -20.0% | 93,449 | $3.4M |
| Optivise Advisory Services LLC | 1.71% | Add +170.0% | 91,982 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.6% | 91,596 | $3.3M |
| Falcon Wealth Planning | 0.21% | Add +3.7% | 91,540 | $3.3M |
| Financial Network Wealth Advisors LLC | 3.38% | Reduce -69.3% | 91,141 | $3.3M |
| Southland Equity Partners LLC | 0.58% | Add +30.2% | 90,911 | $3.3M |
| Acorn Wealth Advisors, LLC | 0.81% | Add +0.4% | 90,579 | $3.3M |
| Cary Street Partners Financial LLC | 0.07% | Add +27.1% | 89,909 | $3.3M |
| Prism Advisors, Inc. | 0.78% | Reduce -1.1% | 88,022 | $3.2M |
| Silver Oak Securities, Incorporated | 0.20% | Add +12.2% | 87,967 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +10.7% | 86,791 | $3.2M |
| Perissos Private Wealth Management, LLC | 2.11% | Add +10.8% | 85,461 | $3.1M |
| Nvest Financial, LLC | 0.98% | Reduce -1.7% | 84,458 | $3.1M |
| Nuveen, LLC | 0.00% | New | 82,942 | $3.0M |
| AQR Capital Management | 0.00% | Add +31.5% | 82,793 | $3.0M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -8.4% | 81,906 | $3.0M |
| BridgePort Financial Solutions, LLC | 0.76% | Reduce -4.8% | 81,765 | $3.0M |
| Calton & Associates, Inc. | 0.44% | Reduce -10.7% | 81,693 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 80,929 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 78,738 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 78,738 | $2.9M |
| SLT Holdings LLC | 1.79% | Reduce -16.6% | 76,772 | $2.8M |
| Navalign, LLC | 0.65% | Add +17.2% | 76,608 | $2.8M |
| Boyum Wealth Architects LLC | 1.10% | Reduce -1.4% | 75,123 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.12% | Add +15.0% | 75,327 | $2.8M |
| Private Trust Co. NA | 0.22% | Reduce -2.4% | 75,232 | $2.7M |
| Center for Financial Planning, Inc. | 0.26% | Add +0.8% | 74,678 | $2.7M |
| Compass Financial Services Inc | 1.01% | Add +18.1% | 74,250 | $2.7M |
| Capital Analysts, LLC | 0.06% | Add +0.9% | 72,788 | $2.7M |
| MAI Capital Management | 0.01% | Add +16.1% | 72,021 | $2.6M |
| Glen Eagle Advisors, LLC | 0.33% | Reduce -4.9% | 71,756 | $2.6M |
| Amplius Wealth Advisors, LLC | 0.19% | Reduce -23.6% | 70,158 | $2.6M |
| Ipsen Advisor Group LLC | 1.63% | Add +3.1% | 69,457 | $2.5M |
| CoreCap Advisors, LLC | 0.07% | Add +10.8% | 68,729 | $2.5M |
| Vise Technologies, Inc. | 0.03% | Add +126.3% | 68,643 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +7.5% | 68,010 | $2.5M |
| AlphaStar Capital Management, LLC | 0.16% | Add +32.4% | 67,404 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -25.2% | 66,390 | $2.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +14.2% | 65,821 | $2.4M |
| Maia Wealth LLC | 0.35% | Reduce -5.2% | 65,672 | $2.4M |
| Secured Retirement Advisors, LLC | 1.21% | Reduce -0.3% | 64,318 | $2.3M |
| Stephens Inc. | 0.03% | Add +79.7% | 63,328 | $2.3M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +290.9% | 62,738 | $2.3M |
| Uptick Partners, LLC | 0.35% | Add +88.9% | 60,945 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.3% | 60,899 | $2.2M |
| Integrity Financial Corp | 1.05% | Reduce -9.7% | 60,223 | $2.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Reduce -16.8% | 58,890 | $2.2M |
| Bison Wealth, LLC | 0.20% | Reduce -4.3% | 58,012 | $2.1M |
| PKS Advisory Services, LLC | 0.33% | Reduce -0.9% | 57,241 | $2.1M |
| LVZ, Inc. | 0.21% | Add +45.4% | 56,763 | $2.1M |
| Asset Allocation Strategies LLC | 0.32% | Reduce -10.8% | 56,515 | $2.1M |
| Wolff Wiese Magana LLC | 0.95% | Add +1.3% | 56,390 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.61% | Add +0.2% | 54,540 | $2.0M |
| Titleist Asset Management, LLC | 0.13% | Add +5.5% | 54,520 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +6.8% | 53,704 | $2.0M |
| Sovran Advisors, LLC | 0.14% | Add +4.4% | 52,377 | $1.9M |
| Fortress Private Ledger, LLC | 0.52% | Add +21.0% | 51,576 | $1.9M |
| NewEdge Wealth, LLC | 0.02% | Reduce -4.8% | 51,205 | $1.9M |
| Moors & Cabot, Inc. | 0.07% | Add +20.1% | 51,166 | $1.9M |
| Strategic Financial Concepts, LLC | 0.55% | Reduce -57.6% | 51,018 | $1.9M |
| Inspire Advisors, LLC | 0.13% | Add +47.8% | 50,582 | $1.8M |
| Prostatis Group LLC | 0.43% | Add +0.3% | 50,290 | $1.8M |
| Renaissance Technologies | 0.00% | Add +127.2% | 50,200 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +7.5% | 50,031 | $1.8M |
| Precedent Wealth Partners, LLC | 0.30% | Reduce -3.7% | 49,547 | $1.8M |
| Independent Wealth Network Inc. | 0.46% | Add +2.6% | 49,164 | $1.8M |
| Bank of Montreal | 0.00% | Add +1.7% | 48,925 | $1.8M |
| Forge Financial Services LLC | 0.15% | Add +18.7% | 48,797 | $1.8M |
| CIBC Bancorp USA Inc. | 0.00% | New | 48,739 | $1.8M |
| Everest Financial Group LLC | 0.24% | Add +5.5% | 48,222 | $1.8M |
| TrueWealth Advisors, LLC | 0.40% | No change | 48,188 | $1.8M |
| Element Wealth, LLC | 0.66% | Add +8.2% | 48,075 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.4% | 47,953 | $1.8M |
| Apollon Financial, LLC | 0.20% | Reduce -9.6% | 47,375 | $1.7M |
| Breakthru Advisory Services, LLC | 5.80% | Reduce -23.6% | 47,275 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -5.6% | 47,072 | $1.7M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -1.4% | 47,050 | $1.7M |
| Clark Wealth Partners | 0.94% | Add +10.9% | 45,560 | $1.7M |
| Maripau Wealth Management LLC | 0.59% | Reduce -11.4% | 45,276 | $1.7M |
| Luken Investment Analytics, LLC | 0.58% | Add +4.0% | 45,058 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +7.3% | 45,057 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.44% | Add +38.5% | 44,900 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.20% | Reduce -3.8% | 44,903 | $1.6M |
| SHP Wealth Management | 0.11% | Reduce -29.5% | 44,634 | $1.6M |
| DHJJ Financial Advisors, Ltd. | 0.47% | Reduce -1.9% | 44,491 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.13% | No change | 44,233 | $1.6M |
| Vima LLC | 1.60% | — | 44,152 | $1.6M |
| Balboa Wealth Partners | 0.22% | Add +4.9% | 44,128 | $1.6M |
| Larson Financial Group LLC | 0.04% | Add +1.3% | 43,758 | $1.6M |
| Mascagni Wealth Management, Inc. | 0.97% | Reduce -0.3% | 42,624 | $1.6M |
| Riverbend Wealth Management, LLC | 0.79% | Add +8.3% | 42,334 | $1.5M |
| TCFG Investment Advisors, LLC | 0.51% | Reduce -0.4% | 41,555 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.70% | Add +9.4% | 41,139 | $1.5M |
| Lighthouse Wealth Management Inc. | 0.92% | Add +2.5% | 40,538 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +23.5% | 40,383 | $1.5M |
| Ameriflex Group, Inc. | 0.60% | Add +1.7% | 40,383 | $1.5M |
| Elevation Wealth Management LLC | 1.10% | Add +4.1% | 40,072 | $1.5M |
| Benson Wealth Management INC | 1.47% | Reduce -31.0% | 40,019 | $1.5M |
| Purus Wealth Management, LLC | 0.40% | Reduce -5.2% | 39,962 | $1.5M |
| N.E.W. Advisory Services LLC | 0.10% | Add +2.0% | 39,921 | $1.5M |
| Heritage Wealth Management, Inc. | 0.36% | Add +2.1% | 39,706 | $1.5M |
| Cozad Asset Management Inc. | 0.09% | Add +16.7% | 39,691 | $1.4M |
| TopTier Wealth Management, LLC | 0.87% | Reduce -0.4% | 39,493 | $1.4M |
| Verus Capital Partners, LLC | 0.08% | Add +1.4% | 39,467 | $1.4M |
| Echo Wealth Management, LLC | 0.73% | Add +20.1% | 39,385 | $1.4M |
| Tempo Wealth, LLC | 0.21% | Reduce -12.0% | 38,317 | $1.4M |
| Wagner Wealth Management, LLC | 0.26% | Add +0.4% | 38,232 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -1.7% | 36,598 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Add +1.5% | 36,515 | $1.3M |
| OneAscent Financial Services LLC | 0.06% | Add +4.7% | 35,210 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.0% | 35,075 | $1.3M |
| Encompass More Asset Management | 0.19% | Add +42.0% | 35,020 | $1.3M |
| Castleview Partners, LLC | 0.56% | Add +7.0% | 34,942 | $1.3M |
| XTX Topco Ltd | 0.02% | New | 32,742 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | New | 32,467 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.42% | Reduce -1.1% | 32,173 | $1.2M |
| Lanark Financial, Inc. | 0.08% | Add +5.6% | 31,688 | $1.2M |
| Nwam LLC | 0.06% | Add +0.1% | 31,596 | $1.2M |
| BIP Wealth, LLC | 0.03% | New | 31,282 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +13.5% | 31,105 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +5.8% | 29,973 | $1.1M |
| Wealth Group Ltd | 0.21% | Add +8.8% | 29,870 | $1.1M |
| Intrua Financial, LLC | 0.10% | New | 29,844 | $1.1M |
| J. M. Brown & Associates Inc. | 0.61% | — | 29,000 | $1.1M |
| Mach-1 Financial Group, LLC | 0.41% | Reduce -16.0% | 28,885 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.11% | New | 27,955 | $1.0M |
| Synergy Financial Group, LTD | 0.73% | Reduce -14.3% | 27,732 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 27,189 | $993K |
| MSH Capital Advisors LLC | 0.17% | New | 26,879 | $982K |
| First Trust Advisors LP | 0.00% | Add +2.9% | 26,533 | $969K |
| FSB Premier Wealth Management, Inc. | 0.27% | Add +4.3% | 26,529 | $969K |
| Bright Futures Wealth Management, LLC. | 0.63% | Reduce -22.1% | 26,493 | $968K |
| Level Four Advisory Services, LLC | 0.03% | Add +6.0% | 26,441 | $966K |
| Diversify Advisory Services, LLC | 0.02% | New | 26,353 | $962K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -53.1% | 26,353 | $962K |
| Alliance Wealth Advisors, LLC | 0.37% | No change | 25,604 | $935K |
| Kirkwood Financial Services | 0.26% | Reduce -1.1% | 25,255 | $923K |
| Fiduciary Financial Advisors | 0.09% | New | 25,163 | $919K |
| Magnolia Capital Advisors LLC | 0.16% | Reduce -25.1% | 25,099 | $917K |
| Founders Financial Securities LLC | 0.05% | Add +6.7% | 25,049 | $915K |
| Quantinno Capital Management LP | 0.00% | New | 24,920 | $910K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -33.0% | 24,758 | $904K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.8% | 24,734 | $904K |
| Paragon Private Wealth Management, LLC | 0.23% | No change | 24,511 | $895K |
| Purewater Capital LLC | 0.65% | Add +1.2% | 24,500 | $895K |
| American Institute for Advanced Investment Management, LLP | 0.52% | Reduce -2.8% | 24,485 | $894K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -36.9% | 24,434 | $893K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.37% | Add +22.9% | 24,405 | $892K |
| Claro Advisors Inc. | 0.09% | Reduce -10.0% | 23,960 | $875K |
| Cascade Investment Group, Inc. | 0.49% | Add +3.0% | 23,783 | $869K |
| Drake & Associates, LLC | 0.14% | Reduce -2.2% | 23,409 | $855K |
| Tucker Asset Management LLC | 0.21% | Reduce -6.4% | 23,388 | $854K |
| Assetmark, Inc. | 0.00% | Add +17.5% | 23,322 | $852K |
| Savvy Advisors, Inc. | 0.02% | Add +9.6% | 22,923 | $837K |
| Legacy Solutions, LLC | 0.67% | Add +75.5% | 22,807 | $833K |
| Sonoma Private Wealth LLC | 0.88% | No change | 22,334 | $816K |
| Michels Family Financial, LLC | 0.51% | No change | 21,900 | $800K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.7% | 21,655 | $791K |
| Axis Wealth Partners, LLC | 0.38% | Reduce -2.0% | 21,599 | $789K |
| Concentrum Wealth Management | 0.19% | Add +6.6% | 21,266 | $777K |
| FSA Advisors, Inc. | 0.36% | Reduce -10.6% | 21,230 | $776K |
| HB Wealth Management, LLC | 0.00% | No change | 21,125 | $772K |
| PFG Investments, LLC | 0.03% | New | 20,352 | $743K |
| Gaddis Premier Wealth Advisors LLC | 0.45% | Add +114.0% | 20,306 | $742K |
| &partners | 0.00% | Reduce -3.1% | 20,303 | $742K |
| Equity Wealth Partners, LLC | 0.27% | Add +9.7% | 20,246 | $740K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Reduce -8.8% | 20,215 | $738K |
| EdgeRock Capital LLC | 0.17% | Reduce -1.9% | 20,110 | $735K |
| Synergy Investment Management, LLC | 0.18% | Reduce -12.1% | 20,098 | $734K |
| Blueprint Financial Advisors LLC | 0.08% | New | 19,969 | $729K |
| Blueprint Investment Partners LLC | 0.06% | New | 19,969 | $729K |
| B. Riley Wealth Advisors, Inc. | 0.04% | No change | 19,970 | $727K |
| Winebrenner Capital Management LLC | 0.44% | Add +19.8% | 19,834 | $725K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.5% | 19,523 | $713K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.3% | 19,435 | $710K |
| Advyzon Investment Management, LLC | 0.05% | Add +24.8% | 19,355 | $707K |
| PFG Advisors | 0.04% | Reduce -40.5% | 19,200 | $701K |
| Van Diest Capital, LLC | 0.61% | New | 18,715 | $684K |
| GSG Advisors LLC | 0.15% | Add +129.4% | 18,689 | $683K |
| Thrivent Financial for Lutherans | 0.00% | New | 18,603 | $680K |
| ABLE Financial Group, LLC | 0.11% | Add +4.0% | 18,510 | $676K |
| Global Assets Advisory, LLC | 0.15% | Add +100.4% | 18,312 | $669K |
| Fifth Third Bancorp | 0.00% | Add +18.1% | 18,262 | $667K |
| Richmond Investment Services, LLC | 0.21% | Reduce -47.0% | 17,946 | $656K |
| Soltis Investment Advisors LLC | 0.04% | No change | 17,758 | $649K |
| Signature Equity Partners, LLC | 0.29% | Add +4.3% | 17,245 | $630K |
| Spire Wealth Management | 0.02% | Reduce -12.6% | 17,122 | $625K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -46.9% | 17,016 | $622K |
| Victory Financial Group, LLC | 0.07% | Add +112.1% | 16,954 | $619K |
| Parallel Advisors, LLC | 0.01% | No change | 16,800 | $614K |
| M Holdings Securities, Inc. | 0.08% | Reduce -1.7% | 16,717 | $607K |
| Nicholson Wealth Management Group, LLC | 0.35% | Reduce -1.9% | 16,286 | $595K |
| MBL Wealth, LLC | 0.04% | Reduce -5.3% | 16,100 | $588K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 16,062 | $587K |
| Clarus Group, Inc. | 0.19% | No change | 15,505 | $566K |
| Ashton Thomas Securities, LLC | 0.08% | Add +39.6% | 15,276 | $558K |
| Winnacle Wealth LLC | 0.38% | Add +11.7% | 15,203 | $555K |
| Compass Financial Management LLC | 0.07% | — | 15,170 | $554K |
| Smallwood Wealth Investment Management, LLC | 0.24% | New | 14,943 | $546K |
| Tortuga Wealth Management, Inc | 0.41% | Reduce -0.7% | 14,933 | $546K |
| Bank of New York Mellon Corp | 0.00% | New | 14,810 | $541K |
| HCR Wealth Advisors | 0.05% | Add +16.6% | 14,807 | $541K |
| Gilliland Jeter Wealth Management LLC | 0.14% | No change | 14,792 | $540K |
| WESPAC Advisors SoCal, LLC | 0.10% | Add +39.0% | 14,696 | $537K |
| Vista Cima Wealth Management LLC | 0.40% | No change | 14,623 | $534K |
| Worth Asset Management, LLC | 0.17% | Reduce -45.1% | 14,527 | $531K |
| Lifeworks Advisors, LLC | 0.05% | No change | 14,163 | $517K |
| Flagstar Securities, Inc. | 0.16% | Reduce -7.2% | 14,154 | $517K |
| Leigh Baldwin & Co., LLC | 0.28% | Add +74.1% | 14,018 | $512K |
| Smith, Moore & Co. | 0.03% | Add +25.6% | 13,556 | $495K |
| McDonald Partners LLC | 0.12% | No change | 13,500 | $493K |
| Spartan Wealth Advisory Services LLC | 0.04% | Reduce -17.0% | 13,474 | $492K |
| LifeWealth Investments, LLC | 0.13% | Add +53.5% | 13,360 | $488K |
| Murphy & Mullick Capital Management Corp | 0.30% | Reduce -12.3% | 13,200 | $482K |
| Synergy Asset Management, LLC | 0.04% | New | 13,029 | $476K |
| Atlas Private Wealth Advisors | 0.10% | No change | 13,028 | $476K |
| Ewa, LLC | 0.09% | No change | 12,898 | $471K |
| Fermata Advisors, LLC | 0.09% | Add +10.2% | 12,701 | $464K |
| Destiny Wealth Partners, LLC | 0.07% | New | 12,570 | $462K |
| SimpliFi, Inc. | 0.18% | No change | 12,341 | $451K |
| RPS Advisory Solutions LLC | 0.30% | No change | 12,289 | $449K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -11.0% | 12,068 | $440K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 12,020 | $439K |
| Jefferies Financial Group Inc. | 0.00% | New | 12,000 | $438K |
| Bullseye Investment Management, LLC | 0.21% | Add +276.3% | 11,901 | $435K |
| Aurora Private Wealth, Inc. | 0.27% | Add +95.9% | 11,820 | $432K |
| LFG Wealth Partners, LLC | 0.20% | No change | 11,724 | $428K |
| Kingsbury Capital Investment Advisors LLC | 0.36% | No change | 11,605 | $424K |
| KMT Wealth Management, LLC | 0.36% | New | 11,605 | $424K |
| May Hill Capital, LLC | 0.09% | No change | 11,249 | $411K |
| Advisory Resource Group | 0.06% | Reduce -47.1% | 11,018 | $402K |
| Keudell/Morrison Wealth Management | 0.07% | Reduce -27.4% | 10,797 | $394K |
| Runnymede Capital Advisors, Inc. | 0.23% | Reduce -5.5% | 10,722 | $392K |
| Navis Wealth Advisors, LLC | 0.15% | Add +34.2% | 10,604 | $387K |
| Kilter Group LLC | 0.14% | Reduce -13.5% | 10,454 | $382K |
| Armstrong, Fleming & Moore, Inc | 0.12% | No change | 10,137 | $370K |
| Signal Advisors Wealth, LLC | 0.02% | Add +3.1% | 10,099 | $369K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 10,061 | $368K |
| Virtue Capital Management, LLC | 0.05% | New | 10,057 | $367K |
| Grantvest Financial Group LLC | 0.21% | New | 9,944 | $363K |
| Carnegie Investment Counsel | 0.01% | No change | 9,939 | $363K |
| Advisory Alpha, LLC | 0.01% | Add +1.4% | 9,733 | $356K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | No change | 9,706 | $355K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +2.9% | 13,734 | $353K |
| Alerus Financial NA | 0.02% | No change | 9,548 | $349K |
| Garden State Investment Advisory Services LLC | 0.06% | No change | 8,850 | $323K |
| Mission Financial Group, LLC | 0.27% | — | 8,783 | $321K |
| Brookwood Investment Group LLC | 0.04% | Reduce -17.5% | 8,679 | $317K |
| Rossby Financial, LCC | 0.06% | Add +19.3% | 8,646 | $316K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $314K |
| MTM Investment Management, LLC | 0.09% | Add +19.2% | 8,525 | $311K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -5.4% | 8,456 | $308K |
| Gotham Asset Management | 0.00% | Reduce -5.6% | 8,293 | $303K |
| Blackhawk Capital Partners, LLC | 0.10% | New | 8,019 | $293K |
| Columbia Advisory Partners LLC | 0.16% | Reduce -16.9% | 7,887 | $288K |
| Lifestyle Asset Management, Inc. | 0.08% | Reduce -3.9% | 7,853 | $287K |
| Fearless Solutions, LLC dba Best Invest | 0.15% | Add +14.6% | 7,850 | $287K |
| TKG Advisors, LLC | 0.10% | No change | 7,792 | $285K |
| Biltmore Family Office, LLC | 0.04% | New | 7,756 | $283K |
| RDA Financial Network | 0.06% | Reduce -14.5% | 7,721 | $282K |
| Private Client Services, LLC | 0.07% | Add +25.3% | 7,637 | $279K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -0.2% | 7,587 | $277K |
| Prosperity Financial Group, Inc. | 0.08% | No change | 7,341 | $268K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -5.5% | 7,305 | $267K |
| CCG Wealth Management, LLC | 0.06% | New | 7,231 | $264K |
| Facet Wealth, Inc. | 0.00% | New | 7,229 | $264K |
| GDS Wealth Management | 0.01% | Reduce -12.2% | 7,174 | $262K |
| Carter Financial, LLC | 0.19% | No change | 7,017 | $256K |
| 10Elms LLP | 0.11% | Add +134.0% | 6,842 | $250K |
| Accurate Wealth Management, LLC | 0.02% | Add +3.7% | 6,737 | $247K |
| Lido Advisors, LLC | 0.00% | New | 6,709 | $245K |
| Advisors Capital Management, LLC | 0.00% | New | 6,694 | $245K |
| Virtus Wealth Solutions LLC | 0.03% | No change | 6,594 | $241K |
| Citizens Financial Group Inc. | 0.00% | No change | 6,460 | $236K |
| NovaPoint Capital, LLC | 0.05% | New | 6,447 | $236K |
| Gradient Capital Advisors, LLC | 0.05% | No change | 6,382 | $233K |
| Portfolio Strategies, Inc. | 0.02% | New | 6,222 | $227K |
| Sequent Planning LLC | 0.05% | No change | 6,122 | $224K |
| Well Done, LLC | 0.03% | No change | 6,000 | $219K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 6,000 | $219K |
| Axxcess Wealth Management, LLC | 0.00% | New | 6,000 | $219K |
| Founders Financial Alliance, LLC | 0.03% | New | 5,981 | $218K |
| Boyer Financial Services, Inc. | 0.18% | New | 5,913 | $216K |
| Wealth Management Associates, Inc. | 0.06% | Reduce -36.9% | 5,720 | $209K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -9.0% | 5,720 | $209K |
| Silverlake Wealth Management LLC | 0.04% | New | 5,716 | $209K |
| Zacks Investment Management | 0.00% | New | 5,665 | $207K |
| Johnson & White Wealth Management, LLC | 0.08% | New | 5,647 | $206K |
| Retirement Management Systems Inc. | 0.04% | Reduce -24.9% | 5,584 | $204K |
| Whipplewood Advisors, LLC | 0.13% | Reduce -84.1% | 5,364 | $196K |
| Bravera Wealth | 0.07% | No change | 5,175 | $189K |
| Jones Financial Companies LLLP | 0.00% | Reduce -70.5% | 4,897 | $177K |
| TD Capital Management LLC | 0.01% | No change | 4,365 | $159K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,349 | $159K |
| Asset Dedication, LLC | 0.01% | Add +122.4% | 3,694 | $135K |
| Avion Wealth | 0.02% | No change | 3,186 | $116K |
| Bokf, NA | 0.00% | Reduce -40.0% | 3,000 | $110K |
| Front Row Advisors LLC | 0.03% | New | 2,656 | $99K |
| BlackRock, Inc. | 0.00% | New | 2,613 | $95K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,414 | $88K |
| GoalVest Advisory LLC | 0.02% | Add +11.2% | 2,387 | $87K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.7% | 2,328 | $85K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,983 | $72K |
| Clearstead Advisors, LLC | 0.00% | New | 1,800 | $66K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,646 | $60K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +39.1% | 1,555 | $57K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,497 | $55K |
| MPWM Advisory Solutions, LLC | 0.02% | Reduce -30.0% | 1,400 | $51K |
| Coppell Advisory Solutions LLC | 0.00% | New | 543,327 | $49K |
| MCF Advisors LLC | 0.00% | New | 1,100 | $40K |
| Bank of New Hampshire | 0.01% | No change | 870 | $32K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -75.2% | 842 | $31K |
| Johnson Financial Group, Inc. | 0.00% | New | 840 | $31K |
| Abound Wealth Management | 0.01% | New | 837 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +16.3% | 814 | $30K |
| Signaturefd, LLC | 0.00% | New | 583 | $21K |
| Covestor Ltd | 0.01% | Add +183.2% | 572 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 545 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 488 | $18K |
| Evolution Wealth Management Inc. | 0.01% | No change | 440 | $16K |
| Sunrise Financial Services, LLC | 0.01% | No change | 420 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -81.6% | 412 | $15K |
| Phillip James Consulting Co. | 0.01% | New | 300 | $11K |
| CX Institutional | 0.00% | New | 222 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 212 | $8K |
| Go Invest LLC | 0.00% | Add +7.3% | 191 | $7K |
| US Bancorp \de | 0.00% | New | 174 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 131 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 98 | $4K |
| Strive Financial Group ,LLC | 0.00% | Reduce -58.6% | 84 | $3K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 70 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.9% | 53 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 50 | $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.