JUNM institutional holders

FT Vest U.S. Equity Max Buffer ETF - June · 61 reporting institutions · $41.5M reported value

Funds that can replace JUNM · JUNM return decomposition

Institutional holdings

Institutions reporting JUNM, largest first
InstitutionReported positionAdvisors at firmReport period
Commonwealth Equity Services, LLC$6.5M2,8632026-06-30
Mutual Advisors, LLC$6.2M1532026-06-30
Cresset Asset Management, LLC$2.1M2122026-06-30
MML Investors Services, LLC$1.9M5,1202026-06-30
Gallagher Fiduciary Advisors, LLC$1.5M1262026-06-30
Susquehanna International Group, LLP$1.4M02026-06-30
Cetera Investment Advisers$1.4M10,3702026-06-30
UBS Group AG$1.2M02026-06-30
Lpl Financial LLC$1.2M23,4582026-06-30
Glen Eagle Advisors, LLC$1.2M132026-06-30
Diligent Investors, LLC$1.1M32026-06-30
Americana Partners, LLC$1.1M532026-06-30
Owen Larue, LLC$955.1K42026-06-30
Clear Creek Financial Management, LLC$909K442026-06-30
Kestra Advisory Services, LLC$796.6K1,4792026-06-30
Atria Investments, Inc$731.3K62026-06-30
Concurrent Investment Advisors, LLC$683K3492026-06-30
Geneos Wealth Management, Inc.$665.5K1932026-06-30
Osaic Holdings, Inc.$650.5K02026-06-30
Madrona Financial Services, LLC$569.2K102026-06-30
McKinley Carter Wealth Services, Inc.$529.8K252026-06-30
Ae Wealth Management LLC$472K4712026-06-30
Envestnet Pmc$458.5K602026-06-30
Wealthcare Asset Management, LLC$439.6K62026-06-30
Mariner, LLC$427.2K02026-06-30
Lanark Financial, Inc.$401.6K692026-06-30
Defined Financial Planning LLC$381.3K02025-09-30
Anfield Capital Management, LLC$367.9K02026-03-31
Foguth Wealth Management, Llc.$357.9K512026-06-30
Apollon Wealth Management, LLC$350K1512026-06-30
Hbw Advisory Services LLC$348.5K682026-06-30
Silver Oak Securities, Incorporated$333.6K1172026-06-30
MacRo Advisors, Inc.$318K02026-06-30
Pks Advisory Services, LLC$304.9K462026-06-30
Victory Financial Group, LLC$302.9K562026-06-30
Truist Financial Corp$280K02026-06-30
Buck Wealth Strategies, LLC$278.3K502026-06-30
Bullseye Investment Management, LLC$265.7K42025-09-30
Brookstone Capital Management$260.4K3372026-06-30
Ameritas Advisory Services, LLC$244.9K5502026-06-30
Stonex Group Inc.$224.6K02026-06-30
Cwm, LLC$177.1K6672026-03-31
Capital Investment Advisory Services, LLC$148.3K1032026-06-30
Harbour Investments, Inc.$139.6K2472026-06-30
Integrity Financial Corp /wa$138.1K142026-06-30
Barclays PLC$134.1K02026-06-30
Benson Wealth Management, Inc.$125.3K22026-06-30
Evolution Wealth Management Inc.$114.8K32026-06-30
Dhjj Financial Advisors, Ltd.$79.8K72026-06-30
Pinnacle Wealth Planning Services, Inc.$76.5K202026-06-30
Fiduciary Financial Advisors$43.9K512026-06-30
Jpmorgan Chase & Co$30.6K02026-06-30
Steward Partners Investment Advisory, LLC$29.8K4812026-06-30
Noble Wealth Management Pbc.$28.9K42026-06-30
Assetmark, Inc$21.1K2202026-06-30
Financial Network Wealth Advisors LLC$4K72026-06-30
Clearstead; Clearstead Advisory Solutions$3.5K642026-06-30
Cambridge Investment Research Advisors, Inc.$5513,9402026-03-31
Capital Analysts, LLC$2816082026-06-30
Wedbush Securities Inc$2462202026-06-30
Cx Institutional$32802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30