Innovator ETFs Trust - BALT
Detailed investor-level table based on 13F positions.
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,542,556 | 85,086 | 0.03% | 0.02% | 1 | +542,879 | 27.15% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,463,381 | 82,444 | 0.12% | 0.12% | 2 | +22,242 | 0.91% | Q1 2026 | May 15, 2026 |
| Wealthquest Corp | History | No change | 2,362,580 | 79,170 | 5.98% | 5.98% | 3 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,943,120 | 65,026 | 0.02% | 0.01% | 4 | +828,772 | 74.37% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 1,592,364 | 53,288 | 0.06% | 0.06% | 5 | +63,395 | 4.15% | Q1 2026 | May 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 1,402,959 | 46,950 | 16.83% | 9.45% | 6 | +580,979 | 70.68% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,399,847 | 46,845 | 0.58% | 0.54% | 7 | +173,208 | 14.12% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,155,711 | 38,675 | 0.53% | 0.49% | 8 | +148,488 | 14.74% | Q1 2026 | May 12, 2026 |
| Reliant Wealth Planning | History | Added to | 1,005,348 | 33,643 | 10.17% | 10.23% | 9 | +28,171 | 2.88% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 945,077 | 31,627 | 0.04% | 0.05% | 10 | -161,761 | -14.61% | Q1 2026 | Apr 27, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 936,959 | 31,355 | 9.21% | 8.88% | 11 | -11,813 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Reduced | 915,556 | 30,639 | 0.35% | 0.35% | 12 | -972 | -0.11% | Q1 2026 | Apr 16, 2026 |
| Compass Advisory Group LLC | History | Added to | 859,423 | 28,760 | 7.7% | 7.3% | 13 | +52,615 | 6.52% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 817,663 | 27,363 | 0.01% | 0.0% | 14 | +403,686 | 97.51% | Q1 2026 | May 06, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 787,160 | 26,424 | 14.0% | 6.84% | 15 | +425,699 | 117.77% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 745,815 | 24,958 | 0.07% | 0.07% | 16 | -41,445 | -5.26% | Q1 2026 | May 14, 2026 |
| Kure Advisory, LLC | History | Added to | 711,047 | 23,795 | 12.96% | 12.89% | 17 | +23,035 | 3.35% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 613,106 | 20,517 | 1.57% | 1.66% | 18 | +7,240 | 1.19% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 594,174 | 19,884 | 0.11% | 0.13% | 19 | -94,367 | -13.71% | Q1 2026 | May 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 550,278 | 18,415 | 2.59% | — | 20 | +550,278 | New | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 508,624 | 17,021 | 0.75% | 0.56% | 21 | +135,945 | 36.48% | Q1 2026 | May 13, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 490,322 | 16,408 | 7.16% | 7.12% | 22 | +2,024 | 0.41% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 483,247 | 16,172 | 0.77% | 0.78% | 23 | -25,483 | -5.01% | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 467,920 | 15,658 | 0.99% | 1.02% | 24 | +10,233 | 2.24% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 453,312 | 15,170 | 1.97% | 1.87% | 25 | +26,440 | 6.19% | Q1 2026 | Apr 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 448,298 | 15,002 | 0.48% | 0.1% | 26 | +274,425 | 157.83% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 430,317 | 14,400 | 0.22% | 0.31% | 27 | -32,037 | -6.93% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 423,795 | 14,182 | 0.48% | 0.16% | 28 | +290,922 | 218.95% | Q1 2026 | Apr 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 410,674 | 13,743 | 1.93% | 1.72% | 29 | +34,507 | 9.17% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 360,988 | 12,080 | 0.7% | 0.68% | 30 | +14,512 | 4.19% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 352,690 | 11,802 | 0.1% | 0.25% | 31 | -658,760 | -65.13% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 348,631 | 11,666 | 0.19% | 0.18% | 32 | +13,845 | 4.14% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 348,516 | 11,663 | 0.72% | 0.55% | 33 | +11,678 | 3.47% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 324,247 | 10,850 | 0.04% | 0.04% | 34 | +8,856 | 2.81% | Q1 2026 | Apr 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 315,953 | 10,573 | 2.88% | 3.19% | 35 | -2,622 | -0.82% | Q1 2026 | Apr 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 315,653 | 10,563 | 0.21% | 0.33% | 36 | -183,755 | -36.79% | Q1 2026 | Apr 14, 2026 |
| ATX Financial Planning, LLC | History | Added to | 309,856 | 10,369 | 7.88% | 7.01% | 37 | +38,455 | 14.17% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | Added to | 308,540 | 10,325 | 2.2% | 1.73% | 38 | +79,804 | 34.89% | Q1 2026 | May 04, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 285,020 | 9,538 | 1.53% | 1.52% | 39 | -1,761 | -0.61% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 278,555 | 9,465 | 0.74% | 0.73% | 40 | +24,021 | 9.44% | Q1 2026 | May 01, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 273,693 | 9,159 | 5.55% | 5.24% | 41 | +18,139 | 7.1% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 265,951 | 8,900 | 0.02% | 0.03% | 42 | -42,535 | -13.79% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 261,600 | 8,754 | 0.09% | 0.08% | 43 | +27,246 | 11.63% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 250,053 | 8,368 | 0.18% | 0.2% | 44 | -33,985 | -11.96% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 246,145 | 8,237 | 0.37% | 0.21% | 45 | +110,698 | 81.73% | Q1 2026 | May 12, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 241,412 | 8,078 | 3.75% | 3.89% | 46 | -4,151 | -1.69% | Q1 2026 | Apr 21, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 238,301 | 7,974 | 0.5% | 0.08% | 47 | +204,209 | 598.99% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 232,629 | 7,784 | 0.22% | 0.25% | 48 | -32,770 | -12.35% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 223,169 | 7,468 | 0.43% | 0.32% | 49 | +65,543 | 41.58% | Q1 2026 | Apr 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 221,398 | 7,409 | 1.24% | 0.57% | 50 | +121,163 | 120.88% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 215,085 | 7,207 | 0.07% | 0.08% | 51 | +3,345 | 1.58% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 203,735 | 6,817 | 0.25% | 0.2% | 52 | +34,478 | 20.37% | Q1 2026 | Apr 28, 2026 |
| Triton Financial Group Inc | History | Added to | 197,371 | 6,609 | 11.52% | 1.99% | 53 | +107,900 | 120.6% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 186,503 | 6,241 | 0.02% | 0.02% | 54 | -12,149 | -6.12% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 182,302 | 6,100 | 0.14% | 0.15% | 55 | -23,914 | -11.6% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 180,835 | 6,051 | 4.95% | — | 56 | +180,835 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 169,228 | 5,663 | 0.41% | 0.41% | 57 | -3,960 | -2.29% | Q1 2026 | May 05, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 168,418 | 5,650 | 2.86% | 3.08% | 58 | +3,653 | 2.22% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 159,198 | 5,327 | 0.01% | 0.01% | 59 | -2,947 | -1.82% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 157,443 | 5,268 | 0.12% | — | 60 | +157,443 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 156,798 | 5,247 | 0.06% | — | 61 | +156,798 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 153,117 | 5,124 | 0.12% | 0.07% | 62 | +69,271 | 82.62% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 149,669 | 5,008 | 0.01% | 0.0% | 63 | +74,569 | 99.29% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 149,099 | 4,989 | 0.64% | 0.61% | 64 | +12,912 | 9.48% | Q1 2026 | Apr 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 147,407 | 4,932 | 1.27% | 1.27% | 65 | +3,168 | 2.2% | Q1 2026 | Apr 09, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 142,586 | 4,771 | 0.38% | 0.31% | 66 | +44,841 | 45.88% | Q1 2026 | Apr 16, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 142,568 | 4,771 | 2.48% | 3.07% | 67 | +109 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 141,974 | 4,751 | 0.25% | 0.28% | 68 | +86 | 0.06% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 140,014 | 4,685 | 0.06% | 0.07% | 69 | -28,305 | -16.82% | Q1 2026 | Apr 20, 2026 |
| Code Waechter LLC | History | Added to | 139,374 | 4,664 | 2.77% | 2.78% | 70 | +10,258 | 7.94% | Q1 2026 | Apr 15, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 136,196 | 4,557 | 3.52% | 3.74% | 71 | -12,825 | -8.61% | Q1 2026 | May 19, 2026 |
| PlanVest Financial, Inc | History | New | 135,716 | 4,541 | 3.45% | — | 72 | +135,716 | New | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 134,721 | 4,508 | 0.45% | 0.45% | 73 | -101 | -0.07% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 131,799 | 4,410 | 0.11% | 0.11% | 74 | +6,237 | 4.97% | Q1 2026 | Apr 07, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 131,547 | 4,402 | 2.43% | 1.83% | 75 | +44,168 | 50.55% | Q1 2026 | Apr 16, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 127,147 | 4,319 | 0.92% | — | 76 | +127,147 | New | Q1 2026 | May 01, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 124,290 | 4,159 | 1.44% | 1.0% | 77 | +42,296 | 51.58% | Q1 2026 | May 04, 2026 |
| Financial Designs Corp | History | Reduced | 118,990 | 3,982 | 2.22% | 2.5% | 78 | -12,907 | -9.79% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 118,153 | 3,953 | 0.02% | 0.02% | 79 | -3,352 | -2.76% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 118,076 | 3,951 | 0.03% | 0.06% | 80 | -114,630 | -49.26% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 113,977 | 3,814 | 0.02% | 0.01% | 81 | +50,761 | 80.3% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 109,961 | 3,679 | 0.02% | 0.02% | 82 | -2,729 | -2.42% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 107,260 | 3,589 | 1.07% | 0.96% | 83 | +12,766 | 13.51% | Q1 2026 | May 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 107,041 | 3,582 | 0.66% | 0.69% | 84 | -1,470 | -1.35% | Q1 2026 | Apr 15, 2026 |
| Pachira Investments Inc. | History | Added to | 106,973 | 3,579 | 1.67% | 1.6% | 85 | +8,660 | 8.81% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 104,996 | 3,513 | 0.06% | 0.07% | 86 | -6,989 | -6.24% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 103,807 | 3,473 | 0.02% | 0.02% | 87 | -1,552 | -1.47% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 95,530 | 3,196 | 0.0% | 0.0% | 88 | +84,904 | 799.02% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Reduced | 91,368 | 3,057 | 0.21% | 0.21% | 89 | -1,486 | -1.6% | Q1 2026 | May 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 89,007 | 2,983 | 0.79% | 0.79% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 89,120 | 2,982 | 0.12% | 0.25% | 91 | -95,194 | -51.65% | Q1 2026 | Apr 28, 2026 |
| Family Office Research LLC | History | Added to | 88,660 | 2,967 | 1.29% | 0.61% | 92 | +44,215 | 99.48% | Q1 2026 | May 13, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 87,940 | 2,942 | 2.55% | 2.44% | 93 | +5,825 | 7.09% | Q1 2026 | Apr 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 87,408 | 2,925 | 0.39% | 0.53% | 94 | -21,999 | -20.11% | Q1 2026 | May 11, 2026 |
| VICUS CAPITAL | History | Added to | 86,074 | 2,880 | 0.21% | 0.21% | 95 | +2,774 | 3.33% | Q1 2026 | Apr 22, 2026 |
| Applied Capital LLC | History | Added to | 83,046 | 2,779 | 1.04% | 0.99% | 96 | +6,586 | 8.61% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 80,769 | 2,702 | 0.28% | 0.27% | 97 | +6,644 | 8.96% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Added to | 79,832 | 2,671 | 0.21% | 0.12% | 98 | +35,489 | 80.03% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 77,251 | 2,621 | 0.05% | — | 99 | +77,251 | New | Q1 2026 | May 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 76,755 | 2,568 | 0.05% | 0.05% | 100 | +4,698 | 6.52% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 76,235 | 2,551 | 0.09% | 0.09% | 101 | +2,164 | 2.92% | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 72,177 | 2,415 | 0.02% | 0.02% | 102 | +2,678 | 3.85% | Q1 2026 | Apr 15, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 68,856 | 2,304 | 1.71% | 1.66% | 103 | -991 | -1.42% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | New | 62,155 | 2,080 | 0.12% | — | 104 | +62,155 | New | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 62,077 | 2,077 | 1.44% | 1.25% | 105 | +5,768 | 10.24% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Reduced | 61,661 | 2,063 | 0.02% | 0.03% | 106 | -8,947 | -12.67% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 59,564 | 1,995 | 0.41% | 0.41% | 107 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 57,684 | 1,930 | 0.14% | 0.02% | 108 | +48,610 | 535.71% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 57,440 | 1,922 | 0.37% | 0.24% | 109 | +21,567 | 60.12% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 55,612 | 1,861 | 0.03% | 0.02% | 110 | +16,256 | 41.31% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Added to | 55,308 | 1,850 | 0.38% | 0.34% | 111 | +8,344 | 17.77% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 54,636 | 1,828 | 0.03% | 0.03% | 112 | +21 | 0.04% | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 53,854 | 1,804 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 53,710 | 1,797 | 0.22% | 0.17% | 114 | +11,392 | 26.92% | Q1 2026 | May 04, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 52,425 | 1,754 | 0.44% | 0.51% | 115 | -9,550 | -15.41% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Added to | 52,240 | 1,748 | 0.22% | 0.21% | 116 | +3,300 | 6.74% | Q1 2026 | May 15, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 51,996 | 1,740 | 1.67% | 1.85% | 117 | -6,457 | -11.05% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 51,973 | 1,739 | 0.01% | 0.0% | 118 | +28,524 | 121.64% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 51,772 | 1,732 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 50,526 | 1,690 | 0.07% | 0.05% | 120 | +3,726 | 7.96% | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | Reduced | 50,416 | 1,687 | 0.74% | 0.76% | 121 | -1,090 | -2.12% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 49,900 | 1,669 | 0.09% | 0.09% | 122 | +1,500 | 3.1% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 47,799 | 1,599 | 0.03% | 0.01% | 123 | +33,670 | 238.3% | Q1 2026 | Apr 14, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 47,571 | 1,591 | 1.01% | 1.02% | 124 | -293 | -0.61% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 46,870 | 1,568 | 0.0% | 0.0% | 125 | +7,282 | 18.39% | Q1 2026 | May 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 45,586 | 1,525 | 0.97% | 0.52% | 126 | +22,594 | 98.27% | Q1 2026 | Apr 23, 2026 |
| Encompass More Asset Management | History | Added to | 45,571 | 1,525 | 0.26% | 0.26% | 127 | +3,111 | 7.33% | Q1 2026 | Apr 28, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 44,122 | 1,476 | 0.4% | 0.35% | 128 | +5,183 | 13.31% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 44,064 | 1,474 | 0.11% | 0.12% | 129 | -1,891 | -4.11% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 43,394 | 1,452 | 0.04% | 0.05% | 130 | -7,825 | -15.28% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 42,674 | 1,428 | 0.05% | 0.06% | 131 | -4,734 | -9.99% | Q1 2026 | May 11, 2026 |
| Dogwood Wealth Management LLC | History | New | 41,679 | 1,394 | 0.61% | — | 132 | +41,679 | New | Q1 2026 | May 12, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 40,449 | 1,353 | 1.42% | 1.5% | 133 | -3,593 | -8.16% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 39,646 | 1,326 | 0.02% | 0.02% | 134 | -207 | -0.52% | Q1 2026 | Apr 08, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 39,352 | 1,316 | 0.29% | 0.31% | 135 | -368 | -0.93% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 38,893 | 1,301 | 0.1% | 0.12% | 136 | -14,673 | -27.39% | Q1 2026 | Apr 20, 2026 |
| WPWealth LLP | History | Added to | 38,126 | 1,275 | 0.19% | 0.18% | 137 | +3,716 | 10.8% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 37,085 | 1,241 | 0.03% | 0.02% | 138 | +12,337 | 49.85% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Reduced | 37,062 | 1,240 | 0.15% | 0.17% | 139 | -1,237 | -3.23% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 37,046 | 1,239 | 0.0% | — | 140 | +37,046 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 36,321 | 1,215 | 0.02% | 0.03% | 141 | -4,000 | -9.92% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 35,967 | 1,205 | 0.0% | 0.0% | 142 | -3,892 | -9.76% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 34,440 | 1,152 | 0.07% | 0.02% | 143 | +26,290 | 322.58% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 32,506 | 1,087 | 0.01% | 0.01% | 144 | +322 | 1.0% | Q1 2026 | May 12, 2026 |
| TradeWell Securities, LLC. | History | New | 31,988 | 1,069 | 0.45% | — | 146 | +31,988 | New | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 31,970 | 1,069 | 0.02% | 0.02% | 145 | +3,544 | 12.47% | Q1 2026 | May 18, 2026 |
| Blue Trust, Inc. | History | Reduced | 31,574 | 1,056 | 0.01% | 0.01% | 147 | -2,982 | -8.63% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,224 | 1,045 | 0.0% | 0.0% | 148 | +11,611 | 59.2% | Q1 2026 | Apr 22, 2026 |
| BCS Wealth Management | History | Reduced | 31,123 | 1,041 | 0.21% | 0.22% | 149 | -32,764 | -51.28% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Reduced | 31,004 | 1,037 | 0.0% | 0.0% | 150 | -24 | -0.08% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,632 | 1,025 | 0.02% | 0.03% | 151 | -1,300 | -4.07% | Q1 2026 | May 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 30,260 | 1,012 | 0.89% | 0.61% | 152 | -58,684 | -65.98% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 30,233 | 1,011 | 0.03% | 0.01% | 153 | +22,434 | 287.65% | Q1 2026 | Apr 08, 2026 |
| Vantage Point Financial LLC | History | Added to | 30,058 | 1,005 | 0.35% | 0.34% | 154 | +1,697 | 5.98% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,762 | 995 | 0.01% | 0.01% | 155 | +305 | 1.04% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 29,643 | 992 | 0.61% | 0.66% | 156 | +427 | 1.46% | Q1 2026 | May 05, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 27,537 | 921 | 0.15% | 0.16% | 157 | +1,500 | 5.76% | Q1 2026 | Apr 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 26,614 | 890 | 0.07% | 0.05% | 158 | +6,957 | 35.39% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 26,400 | 883 | 0.01% | 0.01% | 159 | -1,742 | -6.19% | Q1 2026 | Apr 20, 2026 |
| SWMG, LLC | History | No change | 24,945 | 834 | 0.24% | 0.23% | 160 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,738 | 827 | 0.05% | 0.03% | 161 | +17,381 | 236.25% | Q1 2026 | Apr 22, 2026 |
| Coordinated Financial Services, Inc. | History | New | 24,159 | 808 | 0.46% | — | 162 | +24,159 | New | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,076 | 805 | 0.0% | 0.0% | 163 | +6 | 0.02% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,956 | 801 | 0.01% | 0.01% | 164 | +7,063 | 41.81% | Q1 2026 | Apr 28, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 23,654 | 793 | 0.76% | 0.72% | 165 | +1,139 | 5.06% | Q1 2026 | May 15, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 23,478 | 785 | 0.19% | 0.34% | 166 | -18,110 | -43.55% | Q1 2026 | May 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 23,404 | 783 | 0.2% | 0.09% | 167 | +12,450 | 113.66% | Q1 2026 | Apr 09, 2026 |
| GTS FINANCIAL, LLC | History | New | 24,831 | 779 | 0.62% | — | 168 | +24,831 | New | Q1 2026 | May 19, 2026 |
| SYKON CAPITAL LLC | History | Added to | 22,971 | 768 | 0.26% | 0.2% | 169 | +4,061 | 21.48% | Q1 2026 | Apr 22, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 22,626 | 757 | 0.18% | 0.17% | 170 | +3,081 | 15.76% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 22,286 | 745 | 0.02% | 0.02% | 171 | +704 | 3.26% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,992 | 735 | 0.05% | 0.05% | 172 | +286 | 1.32% | Q1 2026 | May 05, 2026 |
| Sequent Planning LLC | History | Added to | 21,856 | 731 | 0.18% | 0.19% | 173 | +19 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Management | History | Added to | 21,637 | 724 | 0.83% | 0.74% | 175 | +1,991 | 10.13% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 21,655 | 724 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Added to | 20,804 | 696 | 0.0% | 0.0% | 176 | +10,554 | 102.97% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Reduced | 20,106 | 672 | 0.1% | 0.15% | 177 | -12,305 | -37.97% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | New | 19,903 | 666 | 0.01% | — | 178 | +19,903 | New | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | New | 18,881 | 631 | 0.05% | — | 179 | +18,881 | New | Q1 2026 | May 07, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 18,793 | 628 | 0.14% | 0.12% | 180 | +1,807 | 10.64% | Q1 2026 | Apr 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 18,509 | 619 | 0.06% | 0.07% | 181 | +563 | 3.14% | Q1 2026 | May 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 18,075 | 604 | 0.51% | 0.99% | 182 | -19,702 | -52.15% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 17,918 | 599 | 0.18% | 0.18% | 183 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sonoma Allocations LLC | History | No change | 17,805 | 597 | 0.21% | 0.2% | 184 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Disciplined Investments, LLC | History | No change | 17,784 | 595 | 0.21% | 0.23% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 17,378 | 581 | 0.51% | 0.53% | 186 | -568 | -3.17% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,173 | 574 | 0.0% | 0.01% | 187 | -4,008,756 | -99.57% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 17,154 | 574 | 0.0% | 0.0% | 188 | -3,006 | -14.91% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | No change | 17,074 | 571 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 16,660 | 557 | 0.2% | 0.1% | 190 | +8,900 | 114.69% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16,520 | 552 | 0.02% | — | 191 | +16,520 | New | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | Added to | 15,970 | 534 | 0.2% | 0.13% | 192 | +6,995 | 77.94% | Q1 2026 | Apr 17, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 15,966 | 534 | 0.48% | 0.35% | 193 | +5,966 | 59.66% | Q1 2026 | Apr 23, 2026 |
| Range Financial Group LLC | History | Added to | 15,660 | 524 | 0.18% | 0.17% | 194 | +664 | 4.43% | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Partners, LLC | History | New | 15,226 | 509 | 0.08% | — | 195 | +15,226 | New | Q1 2026 | Apr 17, 2026 |
| Fortune Financial Advisors, LLC | History | New | 15,155 | 507 | 0.26% | — | 196 | +15,155 | New | Q1 2026 | Apr 30, 2026 |
| City Center Advisors, LLC | History | New | 14,445 | 483 | 0.45% | — | 197 | +14,445 | New | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 14,224 | 476 | 0.06% | 0.07% | 198 | -2,341 | -14.13% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 14,219 | 475 | 0.08% | 0.07% | 199 | +2,087 | 17.2% | Q1 2026 | Apr 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 13,920 | 465 | 0.22% | 0.24% | 200 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 13,500 | 451 | 0.27% | 0.3% | 201 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ACT Advisors, LLC. | History | No change | 13,388 | 448 | 0.19% | 0.18% | 202 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,216 | 442 | 0.02% | 0.02% | 203 | +4,603 | 53.44% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Partners, LLC | History | Added to | 13,025 | 435 | 0.12% | 0.11% | 204 | +1,481 | 12.83% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 12,997 | 434 | 0.01% | — | 205 | +12,997 | New | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 12,812 | 428 | 0.1% | 0.09% | 206 | +1,597 | 14.24% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,620 | 422 | 0.0% | 0.0% | 207 | -2,586 | -17.01% | Q1 2026 | May 05, 2026 |
| MBL Wealth, LLC | History | No change | 12,500 | 418 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 12,520 | 418 | 0.14% | 0.15% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Maia Wealth LLC | History | Reduced | 12,007 | 401 | 0.07% | 0.1% | 210 | -5,627 | -31.91% | Q1 2026 | May 08, 2026 |
| COFG Advisors, LLC | History | Added to | 11,813 | 395 | 0.1% | 0.09% | 211 | +371 | 3.24% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 11,491 | 384 | 0.01% | 0.01% | 212 | +863 | 8.12% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 11,030 | 369 | 0.38% | 0.37% | 213 | +369 | 3.46% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 10,715 | 358 | 0.33% | — | 214 | +10,715 | New | Q1 2026 | May 05, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 10,530 | 352 | 0.07% | 0.07% | 215 | -250 | -2.32% | Q1 2026 | May 07, 2026 |
| Inspire Advisors, LLC | History | New | 10,488 | 350 | 0.03% | — | 217 | +10,488 | New | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 10,465 | 350 | 0.12% | 0.12% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 10,358 | 346 | 0.04% | 0.03% | 218 | +2,345 | 29.26% | Q1 2026 | May 04, 2026 |
| Balance Wealth, LLC | History | Reduced | 10,286 | 344 | 0.11% | 0.25% | 219 | -12,715 | -55.28% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 10,250 | 343 | 0.02% | 0.01% | 220 | +3,502 | 51.9% | Q1 2026 | Apr 30, 2026 |
| Cambridge Advisors Inc. | History | Added to | 10,004 | 334 | 0.06% | 0.06% | 221 | +450 | 4.71% | Q1 2026 | Apr 16, 2026 |
| XY Planning Network, Inc. | History | New | 9,920 | 332 | 0.05% | — | 222 | +9,920 | New | Q1 2026 | Apr 14, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 9,564 | 320 | 0.28% | 0.28% | 223 | -184 | -1.89% | Q1 2026 | Apr 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 9,557 | 319 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 9,318 | 311 | 0.05% | 0.04% | 225 | -13 | -0.14% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 9,216 | 309 | 0.03% | — | 228 | +9,216 | New | Q1 2026 | Apr 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,245 | 309 | 0.02% | 0.02% | 227 | +2,265 | 32.45% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,224 | 309 | 0.01% | 0.01% | 226 | -914 | -9.02% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | No change | 8,871 | 296 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,654 | 291 | 0.04% | 0.03% | 230 | +2,524 | 41.17% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 8,460 | 283 | 0.14% | 0.05% | 231 | +5,442 | 180.32% | Q1 2026 | May 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 8,272 | 276 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FC Advisory LLC | History | New | 7,977 | 266 | 0.08% | — | 233 | +7,977 | New | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | Reduced | 7,871 | 263 | 0.01% | 0.01% | 234 | -875 | -10.0% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 7,847 | 262 | 0.0% | — | 235 | +7,847 | New | Q1 2026 | May 14, 2026 |
| Curran Financial Partners, LLC | History | New | 7,839 | 262 | 0.05% | — | 236 | +7,839 | New | Q1 2026 | Apr 15, 2026 |
| Oak Harvest Investment Services | History | New | 7,675 | 256 | 0.03% | — | 237 | +7,675 | New | Q1 2026 | Apr 22, 2026 |
| WorthPointe, LLC | History | No change | 7,601 | 254 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vawter Financial, Ltd. | History | New | 7,408 | 247 | 0.1% | — | 239 | +7,408 | New | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 7,339 | 245 | 0.17% | — | 240 | +7,339 | New | Q1 2026 | May 04, 2026 |
| Lionsbridge Wealth Management LLC | History | New | 7,285 | 243 | 0.24% | — | 241 | +7,285 | New | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 7,250 | 242 | 0.06% | 0.06% | 242 | -350 | -4.61% | Q1 2026 | May 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 7,162 | 239 | 0.16% | 0.25% | 243 | -2,999 | -29.51% | Q1 2026 | Apr 15, 2026 |
| 4J Wealth Management LLC | History | No change | 7,036 | 235 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 6,909 | 231 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 6,709 | 224 | 0.1% | 0.09% | 246 | +400 | 6.34% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | New | 6,671 | 223 | 0.01% | — | 247 | +6,671 | New | Q1 2026 | May 06, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 6,439 | 215 | 0.03% | 0.02% | 248 | +297 | 4.84% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | No change | 6,395 | 214 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | New | 6,209 | 207 | 0.01% | — | 250 | +6,209 | New | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,103 | 204 | 0.09% | 0.09% | 251 | -1,148 | -15.83% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 5,387 | 180 | 0.0% | 0.0% | 252 | -2,959 | -35.45% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 5,285 | 176 | 0.01% | — | 253 | +5,285 | New | Q1 2026 | May 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 5,198 | 173 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,900 | 163 | 0.0% | 0.01% | 255 | -4,127 | -45.72% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4,250 | 142 | 0.11% | 0.01% | 256 | +3,700 | 672.73% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 3,800 | 127 | 0.0% | — | 257 | +3,800 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,729 | 124 | 0.01% | 0.02% | 258 | -3,730 | -50.01% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | New | 2,800 | 93 | 0.01% | — | 259 | +2,800 | New | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,680 | 89 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,508 | 83 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2,100 | 70 | 0.0% | — | 263 | +2,100 | New | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | No change | 2,092 | 70 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | New | 2,046 | 68 | 0.0% | — | 265 | +2,046 | New | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 2,045 | 68 | 0.04% | 0.05% | 264 | -443 | -17.81% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,900 | 63 | 0.03% | 0.02% | 266 | +900 | 90.0% | Q1 2026 | Apr 02, 2026 |
| Motiv8 Investments LLC | History | No change | 1,300 | 44 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GGM Financial LLC | History | No change | 1,014 | 33 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Benson Wealth Management INC | History | No change | 923 | 30 | 0.04% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | New | 829 | 27 | 0.0% | — | 270 | +829 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | New | 631 | 21 | 0.0% | — | 271 | +631 | New | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | New | 450 | 15 | 0.0% | — | 272 | +450 | New | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 415 | 13 | 0.0% | — | 273 | +415 | New | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 385 | 12 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 184 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 136 | 4 | 0.0% | 0.0% | 276 | -428 | -75.89% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 94 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 58 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 40 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -599,928 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -384,454 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256,318 | -100.0% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -120,031 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -79,060 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,083 | -100.0% | Q1 2026 | May 20, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -19,915 | -100.0% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -18,519 | -100.0% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,433 | -100.0% | Q1 2026 | May 13, 2026 |
| Bellwether Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,155 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,064 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,798 | -100.0% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,093 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,849 | -100.0% | Q1 2026 | May 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,700 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Keystone Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -6,648 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,086 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |