Commercial Banks - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-05 SCHEDULE 13G/A GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September First Trust Portfolios Lp 1,743,125 2,022,742 16.04
2026-06-05 SCHEDULE 13G/A TDVI / First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF First Trust Portfolios Lp 3,704,739 6,917,284 86.71
2026-06-05 SCHEDULE 13G FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF First Trust Portfolios Lp 11,357 19,766,979 173,951.06
2026-06-05 SCHEDULE 13G/A YSEP / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September First Trust Portfolios Lp 830,459 1,182,221 42.36
2026-06-05 13F-HR/A RY / Royal Bank of Canada Oddo Bhf Asset Management Sas 6,000 0 -100.00
2026-06-05 SCHEDULE 13G/A FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF First Trust Portfolios Lp 5,234,602 3,336,660 -36.26
2026-06-05 SCHEDULE 13G/A SNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - November First Trust Portfolios Lp 1,187,483 1,568,070 32.05
2026-06-05 13F-HR JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF Verus Advisory, Inc. 24,224 0 -100.00
2026-06-05 SCHEDULE 13G/A FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April First Trust Portfolios Lp 16,102,048 17,143,203 6.47
2026-06-05 13F-HR/A CFR / Cullen Oddo Bhf Asset Management Sas 18,632 0 -100.00
2026-06-05 13F-HR/A BAC / Bank of America Oddo Bhf Asset Management Sas 35,000 0 -100.00
2026-06-05 13F-HR/A UBS / UBS Group Oddo Bhf Asset Management Sas 12,661 0 -100.00
2026-06-05 SCHEDULE 13G/A DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May First Trust Portfolios Lp 3,001,706 3,314,963 10.44
2026-06-05 13F-HR/A C / Citigroup Oddo Bhf Asset Management Sas 9,804 0 -100.00
2026-06-05 13F-HR/A HTLF / Heartland Financial USA Oddo Bhf Asset Management Sas 136,091 0 -100.00
2026-06-05 SCHEDULE 13G/A GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May First Trust Portfolios Lp 1,636,240 1,919,241 17.30
2026-06-05 13F-HR/A EVBN / Evans Bancorp Oddo Bhf Asset Management Sas 259,537 0 -100.00
2026-06-05 13F-HR/A BMTX / BM Technologies Oddo Bhf Asset Management Sas 590,000 0 -100.00
2026-06-05 SCHEDULE 13G/A YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - June First Trust Portfolios Lp 662,238 1,196,727 80.71
2026-06-05 13F-HR/A TFC / Truist Financial Oddo Bhf Asset Management Sas 28,013 0 -100.00
2026-06-05 13F-HR/A WFC / Wells Fargo Oddo Bhf Asset Management Sas 91,366 0 -100.00
2026-06-05 13F-HR/A SNV / Synovus Financial Oddo Bhf Asset Management Sas 17,121 0 -100.00
2026-06-05 13F-HR/A RF / Regions Financial Oddo Bhf Asset Management Sas 34,138 0 -100.00
2026-06-05 13F-HR NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF Verus Advisory, Inc. 53,941 0 -100.00
2026-06-05 13F-HR/A MTB / M&T Bank Oddo Bhf Asset Management Sas 16,702 0 -100.00
2026-06-05 13F-HR/A WAL / Western Alliance Bancorporation Oddo Bhf Asset Management Sas 3,700 0 -100.00
2026-06-05 13F-HR/A JPM / JPMorgan Chase Oddo Bhf Asset Management Sas 32,432 0 -100.00
2026-06-05 13F-HR/A CFG / Citizens Financial Group Oddo Bhf Asset Management Sas 17,612 0 -100.00
2026-06-05 13F-HR NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF Verus Advisory, Inc. 19,239 0 -100.00
2026-06-04 13F-HR/A RF / Regions Financial Chelsea Counsel Co 170 170 0.00
2026-06-04 13F-HR TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF Midwest Financial Network, LLC 11,968 12,563 4.97
2026-06-04 SCHEDULE 13G/A TMET / iShares U.S. ETF Trust - iShares Transition-Enabling Metals ETF BlackRock Portfolio Management LLC 214,000 184,066 -13.99
2026-06-04 13F-HR SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF Midwest Financial Network, LLC 6,990 6,708 -4.03
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 10,407
2026-06-04 13F-HR TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF Midwest Financial Network, LLC 14,566
2026-06-04 13F-HR IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF Fischer Investment Strategies, Llc 2,427 0 -100.00
2026-06-04 13F-HR EMHC / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets USD Bond ETF Midwest Financial Network, LLC 19,618 25,473 29.85
2026-06-04 13F-HR JPM / JPMorgan Chase Town Capital LLC 808 0 -100.00
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 9,324
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 9,270 8,927 -3.70
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 8,014 7,921 -1.16
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 9,324 8,335 -10.61
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 10,407 9,270 -10.93
2026-06-04 13F-HR WFC / Wells Fargo Evansbrook LLC 11,543 11,543 0.00
2026-06-04 13F-HR SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF Midwest Financial Network, LLC 17,072 29,065 70.25
2026-06-04 13F-HR TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF Midwest Financial Network, LLC 14,566 20,269 39.15
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 8,927 9,041 1.28
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 61,935 47,596 -23.15
2026-06-04 13F-HR TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF Midwest Financial Network, LLC 9,937 11,245 13.16
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 6,793 6,053 -10.89
2026-06-04 13F-HR JPM / JPMorgan Chase Town Capital LLC 808
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 7,724 6,997 -9.41
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 9,041 7,724 -14.57
2026-06-04 SCHEDULE 13G/A IBCB / iShares Trust - iShares iBonds Dec 2036 Term Corporate ETF BlackRock Portfolio Management LLC 400,000
2026-06-04 13F-HR JPM / JPMorgan Chase Evansbrook LLC 5,485 5,659 3.17
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 90,710 79,996 -11.81
2026-06-04 13F-HR ICVT / iShares Trust - iShares Convertible Bond ETF Town Capital LLC 3,701
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 99,367
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 7,921 6,793 -14.24
2026-06-04 13F-HR SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF Midwest Financial Network, LLC 6,708 9,031 34.63
2026-06-04 13F-HR EMHC / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets USD Bond ETF Midwest Financial Network, LLC 19,618
2026-06-04 13F-HR TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF Midwest Financial Network, LLC 11,245 11,968 6.43
2026-06-04 13F-HR/A JPM / JPMorgan Chase Chelsea Counsel Co 1,392 1,392 0.00
2026-06-04 13F-HR TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF Midwest Financial Network, LLC 12,563 15,267 21.52
2026-06-04 13F-HR TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF Midwest Financial Network, LLC 9,937
2026-06-04 13F-HR STLG / iShares Trust - iShares Factors US Growth Style ETF Fischer Investment Strategies, Llc 7,425 0 -100.00
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 99,367 101,200 1.84
2026-06-04 13F-HR SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF Midwest Financial Network, LLC 9,031 17,072 89.04
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 101,200 90,710 -10.37
2026-06-04 13F-HR PNC / PNC Financial Services Group Evansbrook LLC 2,442 2,442 0.00
2026-06-04 13F-HR SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF Midwest Financial Network, LLC 6,403
2026-06-04 13F-HR SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF Midwest Financial Network, LLC 6,403 6,990 9.17
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 8,335 8,014 -3.85
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 79,996 61,935 -22.58
2026-06-04 13F-HR TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF Midwest Financial Network, LLC 15,267 22,915 50.09
2026-06-04 13F-HR VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF Midwest Financial Network, LLC 27,860 26,994 -3.11
2026-06-04 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Midwest Financial Network, LLC 97,070 99,459 2.46
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 60,594 45,606 -24.74
2026-06-04 13F-HR USB / U.S. Bancorp Evansbrook LLC 16,768 16,586 -1.09
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 97,375 100,359 3.06
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 0 0
2026-06-04 13F-HR RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF Town Capital LLC 1,803
2026-06-04 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Midwest Financial Network, LLC 99,459 96,750 -2.72
2026-06-04 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Midwest Financial Network, LLC 64,900 61,656 -5.00
2026-06-04 13F-HR/A BAC / Bank of America Chelsea Counsel Co 20,000 20,000 0.00
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 32,274 20,516 -36.43
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 31,909
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 5,338 4,940 -7.46
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 100,359 89,409 -10.91
2026-06-04 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Midwest Financial Network, LLC 96,750 64,900 -32.92
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 5,404
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 86,885 65,696 -24.39
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 22,128 23,163 4.68
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 39,767 25,974 -34.68
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,025 0 -100.00
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,274 5,025 -4.72
2026-06-04 13F-HR VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF Midwest Financial Network, LLC 26,994 31,942 18.33
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 44,813
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 99,936 103,016 3.08
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 97,411 86,885 -10.81
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 46,781
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 65,696 49,534 -24.60
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 41,813 43,183 3.28
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,889 5,816 -1.24
2026-06-04 13F-HR VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF Midwest Financial Network, LLC 31,942 31,967 0.08
2026-06-04 13F-HR VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF Midwest Financial Network, LLC 26,924
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,109 0 -100.00
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 5,623 5,461 -2.88
2026-06-04 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Midwest Financial Network, LLC 61,656 44,633 -27.61
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 6,151
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 230,130 238,565 3.67
2026-06-04 13F-HR BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF Fischer Investment Strategies, Llc 611,448 719,735 17.71
2026-06-04 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Midwest Financial Network, LLC 97,070
2026-06-04 13F-HR VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF Midwest Financial Network, LLC 26,924 27,860 3.48
2026-06-04 13F-HR AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF Town Capital LLC 75,865
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 19,523
2026-06-04 13F-HR BAC / Bank of America Evansbrook LLC 24,729 23,854 -3.54
2026-06-04 13F-HR/A BAC.PRL / Bank of America Corporation - Preferred Stock Chelsea Counsel Co 15 15 0.00
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 25,974 16,272 -37.35
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 109,325 97,411 -10.90
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 42,351
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 50,743 44,228 -12.84
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 39,127 44,302 13.23
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 45,939 28,778 -37.36
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,770
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,889
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 64,526 48,802 -24.37
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 44,228 45,939 3.87
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 23,546 14,299 -39.27
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 199,301 230,130 15.47
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,383 5,109 -5.09
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,816 5,383 -7.44
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 28,290 17,586 -37.84
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 42,351 47,967 13.26
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 44,302 38,609 -12.85
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 4,940 4,552 -7.85
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 106,080
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 106,080 109,325 3.06
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 238,565 223,874 -6.16
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 39,127
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 44,813 50,743 13.23
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 28,778 18,592 -35.40
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,770 5,699 -1.23
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,699 5,274 -7.46
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 103,016 91,787 -10.90
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 91,787 82,622 -9.99
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 46,186 48,624 5.28
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 99,936
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 48,624 32,274 -33.63
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 46,781 52,983 13.26
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 14,299 12,462 -12.85
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 47,967 41,813 -12.83
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 43,183 28,290 -34.49
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 32,491 31,807 -2.11
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 4,552 0 -100.00
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 201,084 199,301 -0.89
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 5,461 0 -100.00
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 31,909 32,491 1.82
2026-06-04 13F-HR RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF Town Capital LLC 1,803 0 -100.00
2026-06-04 13F-HR RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF Fischer Investment Strategies, Llc 73,205
2026-06-04 13F-HR SPUS / Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF Evansbrook LLC 5,036
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 31,807 0 -100.00
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 195,132
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 6,076 5,623 -7.46
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 97,375
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 195,132 201,084 3.05
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 82,622 64,526 -21.90
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 79,433 60,594 -23.72
2026-06-04 13F-HR/A HSBC / HSBC Holdings plc - Depositary Receipt Chelsea Counsel Co 10,100 10,100 0.00
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 5,404 5,338 -1.22
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 89,409 79,433 -11.16
2026-06-04 13F-HR VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF Midwest Financial Network, LLC 31,967 23,822 -25.48
2026-06-04 13F-HR/A PRME / Prime Medicine Chelsea Counsel Co 227,000 462,340 103.67
2026-06-04 13F-HR AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF Town Capital LLC 75,865 59,377 -21.73
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 19,523 22,128 13.34
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 6,151 6,076 -1.22
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 23,163 23,546 1.65
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 52,983 46,186 -12.83
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 38,609 39,767 3.00
2026-06-03 13F-HR BK / Bank of New York Mellon Storebrand Asset Management As 746,372 813,834 9.04
2026-06-03 13F-HR BK / Bank of New York Mellon Storebrand Asset Management As 590,312 746,372 26.44
2026-06-03 13F-HR BAC / Bank of America Storebrand Asset Management As 4,438,502 4,464,150 0.58
2026-06-03 13F-HR IBN / ICICI Bank Limited - Depositary Receipt Storebrand Asset Management As 7,163 6,763 -5.58
2026-06-03 13F-HR BAC / Bank of America Storebrand Asset Management As 4,438,502
2026-06-03 13F-HR BAC / Bank of America Storebrand Asset Management As 4,464,150 4,544,782 1.81
2026-06-03 13F-HR BK / Bank of New York Mellon Storebrand Asset Management As 590,312
2026-06-03 13F-HR/A GABC / German American Bancorp Wealthquest Corp 19,597 19,597 0.00
2026-06-03 13F-HR AVRE / American Century ETF Trust - Avantis Real Estate ETF DBK Financial Counsel, LLC 52,381 52,542 0.31
2026-06-03 13F-HR BAP / Credicorp Storebrand Asset Management As 68,775 72,280 5.10
2026-06-03 13F-HR RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF Peak Planning Group, LLC 3,323 3,333 0.30
2026-06-03 13F-HR BAP / Credicorp Storebrand Asset Management As 59,203 68,775 16.17
2026-06-03 13F-HR BOH / Bank of Hawaii CoreFirst Bank & Trust 1,230 1,410 14.63
2026-06-03 13F-HR IBN / ICICI Bank Limited - Depositary Receipt Storebrand Asset Management As 6,763 7,263 7.39
2026-06-03 13F-HR DJP / iPath Bloomberg Commodity Index Total Return ETN Stillwater Private Wealth, LLC 23,589
2026-06-03 13F-HR RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF CoreFirst Bank & Trust 11,356 12,357 8.81
2026-06-03 13F-HR AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF CoreFirst Bank & Trust 49,050 48,792 -0.53
2026-06-03 13F-HR AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF DBK Financial Counsel, LLC 9,830 9,555 -2.80
2026-06-03 13F-HR AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF CoreFirst Bank & Trust 32,880 32,922 0.13
2026-06-03 13F-HR IBN / ICICI Bank Limited - Depositary Receipt Storebrand Asset Management As 7,163
2026-06-03 13F-HR AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF DBK Financial Counsel, LLC 39,234 38,948 -0.73
2026-06-03 13F-HR QINT / American Century ETF Trust - American Century Quality Diversified International ETF Peak Planning Group, LLC 9,101
2026-06-03 13F-HR KORP / American Century ETF Trust - American Century Diversified Corporate Bond ETF Peak Planning Group, LLC 5,096
2026-06-03 13F-HR AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF DBK Financial Counsel, LLC 3,195 4,446 39.15
2026-06-03 13F-HR AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF CoreFirst Bank & Trust 103,431 95,842 -7.34
2026-06-03 13F-HR AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF CoreFirst Bank & Trust 55,496 54,112 -2.49
2026-06-03 SCHEDULE 13G/A AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF Northwest & Ethical Investments L.P. 847,800
2026-06-03 13F-HR LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF Stillwater Private Wealth, LLC 14,233
2026-06-03 SCHEDULE 13G/A AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF Northwest & Ethical Investments L.P. 1,415,600
2026-06-03 13F-HR EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF CoreFirst Bank & Trust 17,319 17,866 3.16
2026-06-03 13F-HR BAC / Bank of America CoreFirst Bank & Trust 3,188 5,012 57.21
2026-06-03 13F-HR RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF Stillwater Private Wealth, LLC 15,402
2026-06-03 SCHEDULE 13G/A AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF Northwest & Ethical Investments L.P. 1,981,400
2026-06-03 13F-HR AVUS / American Century ETF Trust - Avantis U.S. Equity ETF DBK Financial Counsel, LLC 7,590 7,592 0.03
2026-06-03 13F-HR AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF DBK Financial Counsel, LLC 17,075 16,702 -2.18
2026-06-03 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Peak Planning Group, LLC 45,019 57,827 28.45
2026-06-03 13F-HR C / Citigroup CoreFirst Bank & Trust 182 182 0.00
2026-06-03 13F-HR C / Citigroup Storebrand Asset Management As 1,724,596
2026-06-03 13F-HR C / Citigroup Storebrand Asset Management As 1,724,596 1,727,813 0.19
2026-06-03 13F-HR C / Citigroup Storebrand Asset Management As 1,727,813 1,757,188 1.70
2026-06-03 13F-HR/A FITB / Fifth Third Bancorp Wealthquest Corp 11,019 10,149 -7.90
2026-06-03 13F-HR CBSH / Commerce Bancshares CoreFirst Bank & Trust 1,691 1,539 -8.99
2026-06-03 SCHEDULE 13G AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF Northwest & Ethical Investments L.P. 283,500
2026-06-03 13F-HR FITB / Fifth Third Bancorp Storebrand Asset Management As 110,731 110,164 -0.51
2026-06-03 13F-HR/A USB / U.S. Bancorp Wealthquest Corp 25,336 23,432 -7.51
2026-06-03 13F-HR FITB / Fifth Third Bancorp Storebrand Asset Management As 112,166 110,731 -1.28
2026-06-03 13F-HR MPB / Mid Penn Bancorp Stillwater Private Wealth, LLC 7,007
2026-06-03 13F-HR ZION / Zions Bancorporation, National Association Storebrand Asset Management As 777 0 -100.00
2026-06-03 13F-HR USB / U.S. Bancorp Storebrand Asset Management As 543,612
2026-06-03 13F-HR ZION / Zions Bancorporation, National Association Storebrand Asset Management As 777
2026-06-03 13F-HR USB / U.S. Bancorp CoreFirst Bank & Trust 1,892 1,800 -4.86
2026-06-03 13F-HR STT / State Street Storebrand Asset Management As 108,236
2026-06-03 13F-HR USB / U.S. Bancorp Storebrand Asset Management As 543,612 435,345 -19.92
2026-06-03 13F-HR STT / State Street Storebrand Asset Management As 108,482 109,904 1.31
2026-06-03 13F-HR STT / State Street Storebrand Asset Management As 108,236 108,482 0.23
2026-06-03 13F-HR FITB / Fifth Third Bancorp Storebrand Asset Management As 112,166
2026-06-03 13F-HR USB / U.S. Bancorp Storebrand Asset Management As 435,345 439,691 1.00
2026-06-03 13F-HR DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September CoreFirst Bank & Trust 110 110 0.00
2026-06-03 13F-HR BAP / Credicorp Storebrand Asset Management As 59,203
2026-06-03 13F-HR WSFS / WSFS Financial Stillwater Private Wealth, LLC 3,953
2026-06-03 13F-HR RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF Peak Planning Group, LLC 4,343 4,215 -2.95
2026-06-03 13F-HR BK / Bank of New York Mellon CoreFirst Bank & Trust 1,000 1,000 0.00
2026-06-03 SCHEDULE 13G AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF Northwest & Ethical Investments L.P. 564,900
2026-06-03 13F-HR/A PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May Wealthquest Corp 35,645 35,645 0.00
2026-06-03 13F-HR ALLY / Ally Financial Storebrand Asset Management As 233,016 218,957 -6.03
2026-06-03 13F-HR ALLY / Ally Financial Storebrand Asset Management As 218,957 218,957 0.00
2026-06-03 13F-HR JPM / JPMorgan Chase Peak Planning Group, LLC 8,750 8,940 2.17
2026-06-03 13F-HR CFG / Citizens Financial Group Storebrand Asset Management As 25,056
2026-06-03 SCHEDULE 13G/A HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF Public Employees Retirement System Of Ohio 2,977,011 2,548,011 -14.41
2026-06-03 13F-HR FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF CoreFirst Bank & Trust 51,713 53,874 4.18
2026-06-03 13F-HR COF / Capital One Financial Storebrand Asset Management As 247,791 411,890 66.22