Innovator ETFs Trust - BALT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 4,025,929 | 134,908 | 0.01% | 0.0% | 1 | +4,017,200 | 46021.31% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,441,139 | 81,801 | 0.12% | 0.11% | 2 | +111,344 | 4.78% | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | Reduced | 2,362,580 | 79,170 | 5.98% | 6.93% | 3 | -284,276 | -10.74% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,999,677 | 67,009 | 0.02% | 0.02% | 4 | -104,840 | -4.98% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 1,528,969 | 51,235 | 0.06% | 0.05% | 5 | +282,713 | 22.68% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,226,639 | 41,104 | 0.54% | 0.26% | 6 | +691,493 | 129.22% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,114,348 | 37,341 | 0.01% | 0.02% | 7 | -710,859 | -38.95% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,106,838 | 37,090 | 0.05% | 0.04% | 8 | +88,753 | 8.72% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 1,011,450 | 33,893 | 0.25% | 0.25% | 9 | +45,655 | 4.73% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,007,223 | 33,752 | 0.49% | 0.42% | 10 | +161,394 | 19.08% | Q4 2025 | Feb 09, 2026 |
| Reliant Wealth Planning | History | Added to | 977,177 | 32,745 | 10.23% | 10.18% | 11 | +19,831 | 2.07% | Q4 2025 | Feb 12, 2026 |
| Crown Wealth Group, LLC | History | Added to | 948,772 | 31,793 | 8.88% | 8.68% | 12 | +68,682 | 7.8% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 916,528 | 30,712 | 0.35% | 0.3% | 13 | +144,972 | 18.79% | Q4 2025 | Jan 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 821,980 | 27,544 | 9.45% | 9.2% | 14 | -22,437 | -2.66% | Q4 2025 | Jan 12, 2026 |
| Compass Advisory Group LLC | History | Added to | 806,808 | 27,036 | 7.3% | 6.94% | 15 | +53,295 | 7.07% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 787,260 | 26,381 | 0.07% | 0.07% | 16 | +104,822 | 15.36% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 688,541 | 23,073 | 0.13% | 0.11% | 17 | +147,747 | 27.32% | Q4 2025 | Jan 26, 2026 |
| Kure Advisory, LLC | History | Reduced | 688,012 | 23,055 | 12.89% | 14.87% | 18 | -46,059 | -6.27% | Q4 2025 | Jan 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 605,866 | 20,302 | 1.66% | 1.6% | 19 | +44,623 | 7.95% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 599,928 | 20,103 | 0.07% | 0.06% | 20 | +187,565 | 45.49% | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 508,730 | 17,048 | 0.78% | 0.76% | 21 | +13,485 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 499,408 | 16,735 | 0.33% | 0.34% | 22 | +7,456 | 1.52% | Q4 2025 | Jan 14, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 488,298 | 16,362 | 7.12% | 7.53% | 23 | +48,145 | 10.94% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 462,354 | 15,493 | 0.31% | 0.38% | 24 | -51,926 | -10.1% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 457,687 | 15,337 | 1.02% | 0.97% | 25 | +29,352 | 6.85% | Q4 2025 | Feb 20, 2026 |
| CRA Financial Services, LLC | History | Added to | 426,872 | 14,304 | 1.87% | 1.75% | 26 | +37,458 | 9.62% | Q4 2025 | Jan 16, 2026 |
| LPL Financial LLC | History | Added to | 413,977 | 13,872 | 0.0% | 0.0% | 27 | +15,385 | 3.86% | Q4 2025 | Feb 11, 2026 |
| CPC Advisors, LLC | History | Added to | 384,454 | 12,883 | 1.3% | 1.31% | 28 | +7,312 | 1.94% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 376,167 | 12,605 | 1.72% | 1.55% | 29 | +37,296 | 11.01% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 372,679 | 12,488 | 0.56% | 0.49% | 30 | +54,797 | 17.24% | Q4 2025 | Feb 13, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 361,461 | 12,128 | 6.84% | 6.64% | 31 | +22,573 | 6.66% | Q4 2025 | Jan 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 346,476 | 11,610 | 0.68% | 0.36% | 32 | +95,897 | 38.27% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 336,838 | 11,287 | 0.55% | 0.51% | 33 | +15,297 | 4.76% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | Added to | 334,786 | 11,218 | 0.18% | 0.08% | 34 | +221,247 | 194.86% | Q4 2025 | Mar 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 318,575 | 10,675 | 3.19% | 3.2% | 35 | +3,735 | 1.19% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 315,391 | 10,568 | 0.04% | 0.04% | 36 | +25,657 | 8.86% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 308,486 | 10,337 | 0.03% | 0.02% | 37 | +35,921 | 13.18% | Q4 2025 | Feb 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 286,781 | 9,610 | 1.52% | 1.53% | 38 | -175 | -0.06% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 284,038 | 9,518 | 0.2% | 0.18% | 39 | +39,486 | 16.15% | Q4 2025 | Feb 02, 2026 |
| ATX Financial Planning, LLC | History | New | 271,401 | 9,094 | 7.01% | — | 40 | +271,401 | New | Q4 2025 | Feb 19, 2026 |
| Sigma Planning Corp | History | Added to | 265,399 | 8,898 | 0.25% | 0.25% | 41 | +84 | 0.03% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 256,318 | 8,589 | 0.0% | — | 42 | +256,318 | New | Q4 2025 | Feb 12, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 255,554 | 8,563 | 5.24% | 5.06% | 43 | +12,218 | 5.02% | Q4 2025 | Jan 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 254,534 | 8,562 | 0.73% | 0.75% | 44 | -2,243 | -0.87% | Q4 2025 | Jan 20, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 245,563 | 8,228 | 3.89% | 3.81% | 45 | +6,897 | 2.89% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 234,354 | 7,853 | 0.08% | 0.03% | 46 | +144,665 | 161.3% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 232,706 | 7,797 | 0.06% | — | 47 | +232,706 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Added to | 228,736 | 7,664 | 1.73% | 1.05% | 48 | +86,547 | 60.87% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 211,740 | 7,095 | 0.08% | 0.09% | 49 | +30,644 | 16.92% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 198,652 | 6,657 | 0.02% | 0.02% | 50 | +20,188 | 11.31% | Q4 2025 | Feb 05, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 6,476 | 2.75% | 2.68% | 51 | -198,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stratos Investment Management, LLC | History | Reduced | 184,314 | 6,176 | 0.25% | 0.26% | 52 | -8,851 | -4.58% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 173,873 | 5,826 | 0.1% | — | 53 | +173,873 | New | Q4 2025 | Feb 19, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 173,188 | 5,803 | 0.41% | 0.43% | 54 | +7,910 | 4.79% | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 169,257 | 5,671 | 0.2% | 0.22% | 55 | -3,150 | -1.83% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 168,319 | 5,640 | 0.07% | 0.07% | 56 | +6,509 | 4.02% | Q4 2025 | Jan 29, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 164,765 | 5,526 | 3.08% | 2.99% | 57 | +9,287 | 5.97% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 162,145 | 5,433 | 0.01% | 0.01% | 58 | +34,737 | 27.26% | Q4 2025 | Feb 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 157,626 | 5,282 | 0.32% | 1.63% | 59 | -700,888 | -81.64% | Q4 2025 | Jan 20, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 149,021 | 5,066 | 3.74% | 4.09% | 60 | -9,306 | -5.88% | Q4 2025 | Feb 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 144,239 | 4,833 | 1.27% | 1.33% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 142,459 | 4,773 | 3.07% | 3.08% | 62 | -210 | -0.15% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 141,888 | 4,754 | 0.28% | 0.26% | 63 | +9,496 | 7.17% | Q4 2025 | Feb 04, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 136,187 | 4,563 | 0.61% | 0.5% | 64 | +30,147 | 28.43% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 135,447 | 4,538 | 0.21% | 0.09% | 65 | +78,046 | 135.97% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 134,822 | 4,517 | 0.45% | — | 66 | +134,822 | New | Q4 2025 | Apr 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 132,873 | 4,452 | 0.16% | 0.14% | 67 | +15,079 | 12.8% | Q4 2025 | Jan 13, 2026 |
| Financial Designs Corp | History | Reduced | 131,897 | 4,419 | 2.5% | 3.59% | 68 | -55,724 | -29.7% | Q4 2025 | Jan 23, 2026 |
| Code Waechter LLC | History | Reduced | 129,116 | 4,326 | 2.78% | 2.81% | 69 | -2,297 | -1.75% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 125,562 | 4,207 | 0.11% | 0.08% | 70 | +39,350 | 45.64% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 121,505 | 4,071 | 0.02% | 0.02% | 71 | +5,929 | 5.13% | Q4 2025 | Feb 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 120,031 | 4,022 | 0.47% | 0.45% | 72 | +4,092 | 3.53% | Q4 2025 | Jan 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 112,690 | 3,776 | 0.02% | 0.02% | 73 | +5,060 | 4.7% | Q4 2025 | Jan 12, 2026 |
| RFG Advisory, LLC | History | Added to | 111,985 | 3,752 | 0.07% | 0.07% | 74 | +5,805 | 5.47% | Q4 2025 | Feb 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 109,407 | 3,666 | 0.53% | 0.54% | 75 | +5,693 | 5.49% | Q4 2025 | Feb 09, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 108,511 | 3,636 | 0.69% | 0.67% | 76 | -141 | -0.13% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | New | 105,359 | 3,530 | 0.02% | — | 77 | +105,359 | New | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 100,235 | 3,358 | 0.57% | — | 78 | +100,235 | New | Q4 2025 | Feb 12, 2026 |
| Pachira Investments Inc. | History | Added to | 98,313 | 3,294 | 1.6% | 0.78% | 79 | +56,203 | 133.47% | Q4 2025 | Feb 02, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 97,745 | 3,275 | 0.31% | 0.35% | 80 | +15,732 | 19.18% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 94,494 | 3,166 | 0.96% | 0.93% | 81 | +2,970 | 3.25% | Q4 2025 | Jan 29, 2026 |
| SFMG, LLC | History | Added to | 92,854 | 3,111 | 0.21% | 0.2% | 82 | +6,208 | 7.16% | Q4 2025 | Feb 10, 2026 |
| Triton Financial Group Inc | History | Added to | 89,471 | 2,998 | 1.99% | 1.78% | 83 | +8,656 | 10.71% | Q4 2025 | Feb 03, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 89,007 | 2,983 | 0.79% | 0.77% | 84 | +2,271 | 2.62% | Q4 2025 | Feb 09, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 87,379 | 2,928 | 1.83% | — | 85 | +87,379 | New | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 83,846 | 2,809 | 0.07% | 0.02% | 86 | +57,545 | 218.79% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 83,300 | 2,791 | 0.21% | 0.2% | 87 | +2,781 | 3.45% | Q4 2025 | Jan 22, 2026 |
| NewCorp Financial Services, Inc. | History | New | 82,115 | 2,751 | 2.44% | — | 88 | +82,115 | New | Q4 2025 | Feb 10, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 81,994 | 2,747 | 1.0% | 0.6% | 89 | +34,154 | 71.39% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 79,060 | 2,660 | 0.08% | 0.07% | 90 | +17,570 | 28.57% | Q4 2025 | Jan 23, 2026 |
| Applied Capital LLC | History | Added to | 76,460 | 2,562 | 0.99% | 0.77% | 91 | +17,859 | 30.48% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 75,100 | 2,516 | 0.0% | 0.0% | 92 | +73,349 | 4188.98% | Q4 2025 | Mar 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 74,125 | 2,483 | 0.27% | 0.23% | 93 | +12,410 | 20.11% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 74,071 | 2,482 | 0.09% | 0.09% | 94 | -6,830 | -8.44% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 72,057 | 2,414 | 0.05% | 0.05% | 95 | +5,799 | 8.75% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 70,608 | 2,366 | 0.03% | 0.02% | 96 | +4,660 | 7.07% | Q4 2025 | Feb 05, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 69,847 | 2,347 | 1.66% | 1.77% | 97 | -10,219 | -12.76% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 69,499 | 2,328 | 0.02% | 0.03% | 98 | -41,983 | -37.66% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | Added to | 63,887 | 2,140 | 0.22% | 0.26% | 99 | +28,107 | 78.56% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 63,216 | 2,118 | 0.01% | 0.02% | 100 | +3,335 | 5.57% | Q4 2025 | Feb 18, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 61,975 | 2,076 | 0.51% | 0.49% | 101 | +6,504 | 11.73% | Q4 2025 | Feb 06, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 59,564 | 1,995 | 0.41% | 0.27% | 102 | +20,648 | 53.06% | Q4 2025 | Feb 03, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 58,453 | 1,958 | 1.85% | 1.81% | 103 | +380 | 0.65% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 56,309 | 1,886 | 1.25% | 1.35% | 104 | -3,630 | -6.06% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 54,615 | 1,830 | 0.03% | 0.02% | 105 | +29,833 | 120.38% | Q4 2025 | Jan 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 53,854 | 1,804 | 0.14% | 0.11% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 53,566 | 1,792 | 0.12% | 0.14% | 107 | -1,482 | -2.69% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 51,772 | 1,734 | 0.0% | 0.0% | 108 | +6,561 | 14.51% | Q4 2025 | Feb 17, 2026 |
| Chris Bulman Inc | History | Added to | 51,506 | 1,725 | 0.76% | 0.83% | 109 | +865 | 1.71% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 51,219 | 1,716 | 0.05% | 0.05% | 110 | -248 | -0.48% | Q4 2025 | Feb 11, 2026 |
| JT Stratford LLC | History | Added to | 48,940 | 1,639 | 0.21% | 0.16% | 111 | +13,244 | 37.1% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 48,400 | 1,621 | 0.09% | 0.09% | 112 | +1,400 | 2.98% | Q4 2025 | Feb 10, 2026 |
| RiverTree Advisors, LLC | History | Added to | 47,864 | 1,603 | 1.02% | 0.62% | 113 | +18,423 | 62.58% | Q4 2025 | Jan 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 47,408 | 1,588 | 0.06% | 0.06% | 114 | +6,313 | 15.36% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | Reduced | 46,964 | 1,573 | 0.34% | 0.51% | 115 | -10,915 | -18.86% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 46,800 | 1,568 | 0.05% | 0.06% | 116 | -990 | -2.07% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 45,955 | 1,539 | 0.12% | 0.11% | 117 | +5,443 | 13.44% | Q4 2025 | Jan 09, 2026 |
| Family Office Research LLC | History | New | 44,445 | 1,488 | 0.61% | — | 118 | +44,445 | New | Q4 2025 | Feb 09, 2026 |
| CGN Advisors LLC | History | Added to | 44,343 | 1,485 | 0.12% | 0.08% | 119 | +14,544 | 48.81% | Q4 2025 | Jan 05, 2026 |
| Encompass More Asset Management | History | Added to | 42,460 | 1,422 | 0.26% | 0.22% | 120 | +6,941 | 19.54% | Q4 2025 | Feb 03, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 42,318 | 1,418 | 0.17% | 0.18% | 121 | -299 | -0.7% | Q4 2025 | Jan 22, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 41,588 | 1,393 | 0.34% | 0.39% | 122 | -22,104 | -34.7% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 40,321 | 1,351 | 0.03% | 0.03% | 123 | -3,200 | -7.35% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,859 | 1,339 | 0.0% | 0.0% | 124 | +10,915 | 37.71% | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | No change | 39,853 | 1,335 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 39,720 | 1,331 | 0.31% | 0.24% | 126 | +9,327 | 30.69% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,588 | 1,326 | 0.0% | 0.0% | 127 | -1,524 | -3.71% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | New | 39,356 | 1,318 | 0.02% | — | 128 | +39,356 | New | Q4 2025 | Jan 20, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 38,939 | 1,304 | 0.35% | 0.33% | 129 | +2,368 | 6.48% | Q4 2025 | Jan 27, 2026 |
| Claro Advisors Inc. | History | Added to | 38,299 | 1,283 | 0.17% | 0.16% | 130 | +5,540 | 16.91% | Q4 2025 | Feb 17, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 37,777 | 1,265 | 0.99% | 0.62% | 131 | +14,449 | 61.94% | Q4 2025 | Jan 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 35,873 | 1,202 | 0.24% | 0.22% | 132 | +7,304 | 25.57% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 34,556 | 1,157 | 0.01% | 0.01% | 133 | -1,124 | -3.15% | Q4 2025 | Jan 16, 2026 |
| WPWealth LLP | History | Added to | 34,410 | 1,153 | 0.18% | 0.16% | 134 | +4,092 | 13.5% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 34,092 | 1,142 | 0.08% | 0.06% | 135 | +6,365 | 22.96% | Q4 2025 | Apr 02, 2026 |
| CFO4Life Group, LLC | History | Added to | 32,411 | 1,086 | 0.15% | 0.11% | 136 | +9,250 | 39.94% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 31,932 | 1,078 | 0.03% | 0.04% | 138 | -19,381 | -37.77% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 32,184 | 1,078 | 0.01% | 0.01% | 137 | -1,681 | -4.96% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 31,028 | 1,039 | 0.0% | — | 139 | +31,028 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,457 | 987 | 0.01% | 0.01% | 140 | +9,361 | 46.58% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 29,216 | 979 | 0.66% | — | 141 | +29,216 | New | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 28,426 | 952 | 0.02% | 0.02% | 142 | -2,700 | -8.67% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 28,361 | 950 | 0.34% | 0.27% | 143 | +7,350 | 34.98% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,142 | 943 | 0.01% | 0.01% | 144 | +13,032 | 86.25% | Q4 2025 | Jan 29, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 26,037 | 872 | 0.16% | 0.22% | 145 | -7,501 | -22.37% | Q4 2025 | Feb 10, 2026 |
| SWMG, LLC | History | Reduced | 24,945 | 841 | 0.23% | 0.27% | 146 | -1,823 | -6.81% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | New | 24,748 | 829 | 0.02% | — | 147 | +24,748 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,070 | 806 | 0.0% | 0.0% | 148 | +1,062 | 4.62% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,449 | 785 | 0.0% | 0.0% | 149 | +15,792 | 206.24% | Q4 2025 | Feb 17, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 22,992 | 770 | 0.52% | 0.34% | 150 | +7,902 | 52.37% | Q4 2025 | Jan 22, 2026 |
| Balance Wealth, LLC | History | Added to | 23,001 | 770 | 0.25% | 0.18% | 151 | +457 | 2.03% | Q4 2025 | Jan 21, 2026 |
| BFI Wealth Solutions, LLC | History | New | 22,515 | 754 | 0.72% | — | 152 | +22,515 | New | Q4 2025 | Feb 19, 2026 |
| Sequent Planning LLC | History | Reduced | 21,837 | 731 | 0.19% | 0.24% | 153 | -3,956 | -15.34% | Q4 2025 | Feb 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 21,706 | 727 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 21,655 | 725 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 21,582 | 723 | 0.02% | 0.02% | 156 | -3,601 | -14.3% | Q4 2025 | Jan 29, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 21,083 | 706 | 0.04% | 0.04% | 157 | +333 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 20,160 | 676 | 0.0% | 0.0% | 158 | +13,851 | 219.54% | Q4 2025 | Feb 12, 2026 |
| CacheTech Inc. | History | New | 19,915 | 667 | 0.12% | — | 159 | +19,915 | New | Q4 2025 | Feb 18, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 19,657 | 658 | 0.05% | — | 160 | +19,657 | New | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Management | History | New | 19,646 | 658 | 0.74% | — | 161 | +19,646 | New | Q4 2025 | Mar 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,613 | 657 | 0.0% | 0.0% | 162 | +8,945 | 83.85% | Q4 2025 | Feb 11, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 19,545 | 654 | 0.17% | 0.17% | 163 | +152 | 0.78% | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | Added to | 18,910 | 633 | 0.2% | 0.15% | 164 | +4,822 | 34.23% | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 18,519 | 620 | 0.13% | 0.12% | 165 | +1,413 | 8.26% | Q4 2025 | Jan 26, 2026 |
| Stirlingshire Investments, Inc. | History | New | 17,946 | 601 | 0.53% | — | 166 | +17,946 | New | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 17,946 | 601 | 0.07% | 0.1% | 167 | -41 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 17,918 | 600 | 0.18% | 0.12% | 168 | +6,091 | 51.5% | Q4 2025 | Jan 20, 2026 |
| Sonoma Allocations LLC | History | Reduced | 17,805 | 600 | 0.2% | 0.25% | 169 | -3,238 | -15.39% | Q4 2025 | Feb 23, 2026 |
| Disciplined Investments, LLC | History | New | 17,784 | 595 | 0.23% | — | 170 | +17,784 | New | Q4 2025 | Feb 05, 2026 |
| Maia Wealth LLC | History | Reduced | 17,634 | 593 | 0.1% | 0.1% | 171 | -492 | -2.71% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | No change | 17,074 | 572 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 16,986 | 569 | 0.12% | 0.14% | 173 | -2,221 | -11.56% | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,893 | 566 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 16,565 | 555 | 0.07% | 0.06% | 175 | +313 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,206 | 509 | 0.0% | 0.0% | 176 | +5,918 | 63.72% | Q4 2025 | Jan 29, 2026 |
| Range Financial Group LLC | History | Added to | 14,996 | 502 | 0.17% | 0.1% | 177 | +6,174 | 69.98% | Q4 2025 | Jan 15, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 14,433 | 483 | 0.07% | 0.25% | 178 | -10,229 | -41.48% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,129 | 473 | 0.01% | 0.0% | 179 | +5,393 | 61.73% | Q4 2025 | Feb 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 13,920 | 467 | 0.24% | 0.26% | 180 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 13,500 | 452 | 0.3% | 0.32% | 181 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ACT Advisors, LLC. | History | No change | 13,388 | 448 | 0.18% | 0.18% | 182 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 12,520 | 419 | 0.15% | 0.15% | 183 | -130 | -1.03% | Q4 2025 | Feb 10, 2026 |
| MBL Wealth, LLC | History | Reduced | 12,500 | 418 | 0.03% | 0.04% | 184 | -1,445 | -10.36% | Q4 2025 | Jan 21, 2026 |
| Sovereign Financial Group, Inc. | History | New | 12,132 | 406 | 0.07% | — | 185 | +12,132 | New | Q4 2025 | Jan 07, 2026 |
| Wealth Management Partners, LLC | History | New | 11,544 | 386 | 0.11% | — | 186 | +11,544 | New | Q4 2025 | Jan 12, 2026 |
| COFG Advisors, LLC | History | New | 11,442 | 383 | 0.09% | — | 187 | +11,442 | New | Q4 2025 | Feb 10, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 11,215 | 375 | 0.09% | 0.09% | 188 | -10 | -0.09% | Q4 2025 | Feb 03, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 10,954 | 367 | 0.09% | 0.08% | 189 | +2,320 | 26.87% | Q4 2025 | Jan 23, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 10,780 | 361 | 0.07% | 0.08% | 190 | -71 | -0.65% | Q4 2025 | Jan 28, 2026 |
| Fortune Financial Group, Inc. | History | New | 10,000 | 360 | 0.35% | — | 191 | +10,000 | New | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 10,661 | 357 | 0.37% | 0.35% | 192 | +995 | 10.29% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,626 | 356 | 0.0% | — | 193 | +10,626 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 10,628 | 356 | 0.01% | 0.01% | 194 | +1,067 | 11.16% | Q4 2025 | Feb 06, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 10,465 | 350 | 0.12% | 0.12% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 10,250 | 343 | 0.0% | — | 196 | +10,250 | New | Q4 2025 | Feb 13, 2026 |
| Bellwether Advisors, LLC | History | New | 10,155 | 340 | 0.05% | — | 198 | +10,155 | New | Q4 2025 | Feb 09, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 10,161 | 340 | 0.25% | 0.26% | 197 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,138 | 339 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 10,064 | 337 | 0.0% | — | 200 | +10,064 | New | Q4 2025 | Feb 17, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 9,748 | 326 | 0.28% | 0.27% | 201 | +280 | 2.96% | Q4 2025 | Jan 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 9,557 | 320 | 0.05% | — | 202 | +9,557 | New | Q4 2025 | Feb 18, 2026 |
| Cambridge Advisors Inc. | History | No change | 9,554 | 320 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9,331 | 312 | 0.04% | — | 204 | +9,331 | New | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,074 | 304 | 0.02% | 0.02% | 205 | +592 | 6.98% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 9,027 | 302 | 0.01% | — | 206 | +9,027 | New | Q4 2025 | Feb 06, 2026 |
| Worth Asset Management, LLC | History | Added to | 8,975 | 300 | 0.13% | 0.11% | 207 | +1,346 | 17.64% | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | No change | 8,871 | 297 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 8,746 | 293 | 0.01% | — | 209 | +8,746 | New | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 8,613 | 288 | 0.02% | — | 210 | +8,613 | New | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Added to | 8,346 | 279 | 0.0% | 0.0% | 211 | +3,666 | 78.33% | Q4 2025 | Feb 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 8,272 | 277 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 8,150 | 273 | 0.02% | — | 213 | +8,150 | New | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,013 | 268 | 0.03% | 0.02% | 214 | +1,898 | 31.04% | Q4 2025 | Mar 03, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 7,799 | 261 | 0.01% | — | 215 | +7,799 | New | Q4 2025 | Jan 09, 2026 |
| Virtue Capital Management, LLC | History | Added to | 7,798 | 261 | 0.04% | 0.18% | 216 | +5,079 | 186.8% | Q4 2025 | Feb 18, 2026 |
| Tanglewood Legacy Advisors, LLC | History | New | 7,760 | 260 | 0.1% | — | 217 | +7,760 | New | Q4 2025 | Feb 06, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 7,600 | 254 | 0.06% | 0.06% | 218 | -100 | -1.3% | Q4 2025 | Jan 15, 2026 |
| WorthPointe, LLC | History | Reduced | 7,601 | 254 | 0.07% | 0.09% | 219 | -60 | -0.78% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 7,459 | 249 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 7,357 | 246 | 0.03% | — | 221 | +7,357 | New | Q4 2025 | Jan 26, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 7,251 | 242 | 0.09% | — | 222 | +7,251 | New | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Reduced | 7,093 | 237 | 0.02% | 0.12% | 223 | -28,283 | -79.95% | Q4 2025 | Feb 11, 2026 |
| 4J Wealth Management LLC | History | Reduced | 7,036 | 235 | 0.13% | 2.81% | 224 | -138,607 | -95.17% | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 6,980 | 233 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 6,909 | 231 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | New | 6,849 | 229 | 0.01% | — | 227 | +6,849 | New | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | New | 6,748 | 226 | 0.01% | — | 228 | +6,748 | New | Q4 2025 | Feb 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 6,700 | 224 | 0.07% | 0.13% | 229 | -4,500 | -40.18% | Q4 2025 | Jan 08, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 6,648 | 222 | 0.12% | 0.21% | 230 | -4,862 | -42.24% | Q4 2025 | Jan 16, 2026 |
| PFG Advisors | History | Reduced | 6,395 | 214 | 0.01% | 0.05% | 231 | -31,622 | -83.18% | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 6,309 | 211 | 0.09% | 0.1% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Accurate Wealth Management, LLC | History | New | 6,130 | 206 | 0.03% | — | 233 | +6,130 | New | Q4 2025 | Jan 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | New | 6,142 | 205 | 0.02% | — | 234 | +6,142 | New | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | New | 6,086 | 203 | 0.1% | — | 235 | +6,086 | New | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 5,198 | 174 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 3,018 | 101 | 0.05% | 0.07% | 237 | -1,403 | -31.73% | Q4 2025 | Feb 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,680 | 89 | 0.01% | — | 238 | +2,680 | New | Q4 2025 | Jan 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,508 | 84 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Caitlin John, LLC | History | Added to | 2,488 | 83 | 0.05% | 0.05% | 240 | +124 | 5.25% | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | No change | 2,092 | 70 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Motiv8 Investments LLC | History | New | 1,300 | 44 | 0.02% | — | 242 | +1,300 | New | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,000 | 33 | 0.02% | 0.02% | 244 | -200 | -16.67% | Q4 2025 | Jan 05, 2026 |
| GGM Financials LLC | History | No change | 1,014 | 33 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Benson Wealth Management INC | History | New | 923 | 30 | 0.03% | — | 245 | +923 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 550 | 18 | 0.01% | — | 247 | +550 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 564 | 18 | 0.0% | 0.0% | 246 | -29 | -4.89% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 495 | 16 | 0.0% | — | 248 | +495 | New | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | New | 397 | 13 | 0.0% | — | 249 | +397 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 385 | 12 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 208 | 6 | 0.0% | — | 251 | +208 | New | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 184 | 6 | 0.0% | 0.0% | 252 | -102 | -35.66% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 100 | 3 | 0.0% | — | 254 | +100 | New | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 94 | 3 | 0.0% | 0.0% | 253 | -16 | -14.55% | Q4 2025 | Feb 10, 2026 |
| Clayton Financial Group LLC | History | New | 42 | 1 | 0.0% | — | 258 | +42 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 32 | 1 | 0.0% | — | 256 | +32 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 58 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 40 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -103,714 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wick Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -21,508 | -100.0% | Q3 2025 | Nov 14, 2025 |
| O'Connor Financial Group LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -20,633 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -14,603 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,513 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,070 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Millington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,569 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,903 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,780 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,600 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,574 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,503 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,827 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,754 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -472 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CIBC Private Wealth Group LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 12, 2026 |