Innovator ETFs Trust - BJAN
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 883,904 | 52,035 | 0.52% | 0.39% | 1 | +251,387 | 39.74% | Q2 2026 | Jul 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 446,940 | 26,311 | 0.2% | 0.24% | 2 | +68,653 | 18.15% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 393,947 | 23,191 | 4.0% | 5.22% | 3 | -1,601 | -0.4% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 284,327 | 16,738 | 0.11% | 0.02% | 4 | +273,239 | 2464.28% | Q2 2026 | Aug 10, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 271,186 | 15,964 | 3.52% | 3.53% | 5 | +5,292 | 1.99% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 248,556 | 14,632 | 0.02% | 0.02% | 6 | -13,706 | -5.23% | Q2 2026 | Jul 29, 2026 |
| Talon Private Wealth, LLC | History | New | 171,740 | 10,110 | 1.18% | — | 7 | +171,740 | New | Q2 2026 | Sep 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 160,757 | 9,463 | 0.01% | 0.01% | 8 | +1,299 | 0.81% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 132,057 | 7,774 | 0.01% | 0.01% | 9 | +3,218 | 2.5% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 129,078 | 7,598 | 0.01% | 0.01% | 10 | -13,456 | -9.44% | Q2 2026 | Aug 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 137,995 | 7,359 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | No change | 107,920 | 6,353 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 101,641 | 5,983 | 0.03% | 0.03% | 13 | -339 | -0.33% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 97,189 | 5,721 | 0.0% | 0.0% | 14 | +8,893 | 10.07% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Reduced | 93,659 | 5,513 | 0.0% | 0.0% | 15 | -2,711 | -2.81% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 89,063 | 5,243 | 0.0% | 0.0% | 16 | +1,733 | 1.98% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 87,459 | 5,149 | 0.01% | 0.01% | 17 | -8,366 | -8.73% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 84,977 | 5,002 | 1.67% | 1.73% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 83,622 | 4,922 | 1.25% | 1.4% | 19 | -5,852 | -6.54% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | Added to | 73,252 | 4,312 | 0.01% | 0.01% | 20 | +775 | 1.07% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 65,282 | 3,843 | 1.11% | 1.16% | 21 | -634 | -0.96% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 57,913 | 3,409 | 0.01% | — | 22 | +57,913 | New | Q2 2026 | Aug 11, 2026 |
| Opes Wealth Management LLC | History | No change | 58,788 | 3,135 | 0.52% | 0.52% | 23 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | Reduced | 51,950 | 3,058 | 0.51% | 0.61% | 24 | -8,198 | -13.63% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,919 | 2,703 | 0.0% | 0.0% | 25 | -24,962 | -35.22% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 44,617 | 2,626 | 0.0% | 0.0% | 26 | -50 | -0.11% | Q2 2026 | Jul 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 44,173 | 2,600 | 0.36% | 0.38% | 27 | -207 | -0.47% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 42,614 | 2,508 | 0.31% | 0.33% | 28 | +168 | 0.4% | Q2 2026 | Aug 05, 2026 |
| My Personal CFO, LLC | History | Reduced | 41,894 | 2,466 | 0.96% | 0.98% | 29 | -141 | -0.34% | Q2 2026 | Jul 21, 2026 |
| Bellwether Advisors, LLC | History | No change | 38,480 | 2,265 | 0.34% | 0.35% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSA Advisors, Inc. | History | Reduced | 37,704 | 2,219 | 1.02% | 1.35% | 31 | -810 | -2.1% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,389 | 2,201 | 0.01% | 0.01% | 32 | -5,062 | -11.92% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,892 | 1,936 | 0.0% | 0.0% | 33 | +8,026 | 32.28% | Q2 2026 | Aug 07, 2026 |
| Schulz Wealth, LTD. | History | New | 32,130 | 1,891 | 0.98% | — | 34 | +32,130 | New | Q2 2026 | Aug 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 31,024 | 1,826 | 0.01% | 0.01% | 35 | +1,403 | 4.74% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,234 | 1,721 | 0.05% | 0.05% | 36 | -95 | -0.32% | Q2 2026 | Jul 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,886 | 1,654 | 0.0% | 0.0% | 37 | -5,528 | -16.54% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,485 | 1,559 | 0.02% | 0.02% | 38 | +2,566 | 10.73% | Q2 2026 | Aug 10, 2026 |
| Lantz Financial LLC | History | Reduced | 25,161 | 1,481 | 0.27% | 0.28% | 39 | -185 | -0.73% | Q2 2026 | Jul 09, 2026 |
| Berkshire Money Management, Inc. | History | No change | 23,219 | 1,366 | 0.12% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 20,774 | 1,222 | 0.01% | 0.01% | 41 | -641 | -2.99% | Q2 2026 | Aug 18, 2026 |
| World Investment Advisors | History | Reduced | 19,848 | 1,161 | 0.02% | 0.02% | 42 | -1,067 | -5.1% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 18,732 | 1,102 | 0.03% | 0.03% | 43 | -109 | -0.58% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | Reduced | 18,685 | 1,099 | 0.01% | 0.01% | 44 | -1,148 | -5.79% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,476 | 1,088 | 0.0% | 0.0% | 45 | +13 | 0.07% | Q2 2026 | Jul 27, 2026 |
| Weaver Consulting Group | History | No change | 18,493 | 1,088 | 0.22% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 17,465 | 1,028 | 0.38% | 0.29% | 48 | +4,561 | 35.35% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 17,479 | 1,028 | 0.02% | 0.02% | 47 | -27 | -0.15% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 15,955 | 939 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 16,920 | 902 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| City Center Advisors, LLC | History | Reduced | 14,380 | 846 | 0.69% | 0.72% | 51 | -224 | -1.53% | Q2 2026 | Jul 06, 2026 |
| Chris Bulman Inc | History | Reduced | 14,037 | 826 | 0.3% | 0.34% | 52 | -440 | -3.04% | Q2 2026 | Jul 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,796 | 812 | 0.03% | 0.03% | 53 | -133 | -0.95% | Q2 2026 | Jul 09, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 13,461 | 792 | 0.22% | 0.22% | 54 | +1,070 | 8.64% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 13,256 | 780 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 13,126 | 772 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,889 | 758 | 0.01% | 0.02% | 57 | -6,858 | -34.73% | Q2 2026 | Aug 14, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 12,636 | 743 | 0.55% | 0.66% | 58 | -103 | -0.81% | Q2 2026 | Aug 07, 2026 |
| Firestone Capital Management | History | No change | 12,238 | 720 | 0.13% | 0.14% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,978 | 705 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trek Financial, LLC | History | No change | 11,881 | 699 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,817 | 695 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 11,259 | 662 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,104 | 651 | 0.01% | 0.02% | 64 | -2,710 | -19.62% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,970 | 645 | 0.0% | 0.0% | 65 | -40 | -0.36% | Q2 2026 | Jul 20, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,946 | 644 | 0.3% | 0.32% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,553 | 621 | 0.0% | 0.0% | 67 | -2 | -0.02% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | New | 9,926 | 584 | 0.02% | — | 68 | +9,926 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,919 | 583 | 0.03% | 0.03% | 69 | +41 | 0.42% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,775 | 575 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Capital Management LLC | History | No change | 9,660 | 568 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,368 | 551 | 0.03% | 0.03% | 72 | -89 | -0.94% | Q2 2026 | Jul 28, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 9,127 | 537 | 0.13% | 0.06% | 73 | +5,101 | 126.7% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 8,944 | 526 | 0.01% | 0.01% | 74 | -858 | -8.75% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,719 | 513 | 0.01% | 0.01% | 75 | +222 | 2.61% | Q2 2026 | Aug 13, 2026 |
| Lewis Asset Management, LLC | History | Added to | 8,346 | 491 | 0.17% | 0.18% | 76 | +83 | 1.0% | Q2 2026 | Jul 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 8,167 | 487 | 0.03% | 0.05% | 77 | -2,976 | -26.71% | Q2 2026 | Aug 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 8,200 | 482 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 9,014 | 480 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | No change | 7,998 | 470 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 7,849 | 462 | 0.03% | 0.04% | 81 | -1,394 | -15.08% | Q2 2026 | Jul 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,437 | 437 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCGM Wealth Management, LLC | History | No change | 6,925 | 407 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 6,650 | 391 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,564 | 386 | 0.0% | 0.0% | 85 | -108 | -1.62% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 6,420 | 377 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,378 | 375 | 0.01% | 0.02% | 87 | +450 | 7.59% | Q2 2026 | Aug 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 6,365 | 374 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 6,180 | 363 | 0.22% | 0.21% | 89 | -351 | -5.37% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 6,757 | 360 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diligent Investors, LLC | History | Reduced | 5,985 | 352 | 0.08% | 0.08% | 91 | -40 | -0.66% | Q2 2026 | Jul 24, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 5,892 | 346 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,795 | 341 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | Reduced | 5,585 | 328 | 0.06% | 0.07% | 94 | -612 | -9.88% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,183 | 305 | 0.0% | 0.0% | 95 | -7 | -0.13% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 5,100 | 300 | 0.14% | 0.14% | 96 | -350 | -6.42% | Q2 2026 | Jul 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,072 | 298 | 0.06% | 0.07% | 97 | -880 | -14.78% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,007 | 294 | 0.0% | 0.0% | 98 | -74 | -1.46% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,924 | 289 | 0.01% | — | 99 | +4,924 | New | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,806 | 282 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 4,799 | 282 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 4,557 | 268 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,390 | 258 | 0.01% | 0.01% | 103 | +24 | 0.55% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,330 | 254 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 4,203 | 247 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 4,189 | 246 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 4,170 | 245 | 0.01% | 0.02% | 107 | -1,914 | -31.46% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | New | 3,972 | 233 | 0.0% | — | 108 | +3,972 | New | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 3,926 | 231 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,812 | 224 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 3,510 | 206 | 0.05% | — | 111 | +3,510 | New | Q2 2026 | Jul 09, 2026 |
| Global Trust Wealth Management LLC | History | New | 3,500 | 206 | 0.14% | — | 112 | +3,500 | New | Q2 2026 | Jul 16, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,486 | 205 | 0.0% | — | 113 | +3,486 | New | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 3,418 | 201 | 0.0% | — | 114 | +3,418 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,062 | 180 | 0.0% | 0.0% | 115 | -9 | -0.29% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 2,713 | 159 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,439 | 143 | 0.0% | 0.0% | 117 | -224 | -8.41% | Q2 2026 | Jul 29, 2026 |
| Joseph Group Capital Management | History | New | 2,296 | 135 | 0.03% | — | 118 | +2,296 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 2,121 | 124 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bullseye Investment Management, LLC | History | No change | 1,927 | 113 | 0.06% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| IFG Advisory, LLC | History | New | 1,802 | 106 | 0.0% | — | 121 | +1,802 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,683 | 98 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | New | 1,500 | 88 | 0.04% | — | 123 | +1,500 | New | Q2 2026 | Aug 13, 2026 |
| Timbuktu Capital Management, LLC | History | New | 1,000 | 58 | 0.09% | — | 124 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 947 | 55 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 889 | 52 | 0.05% | 0.04% | 126 | +150 | 20.3% | Q2 2026 | Jul 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 700 | 41 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 608 | 35 | 0.0% | 0.0% | 128 | +145 | 31.32% | Q2 2026 | Aug 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 350 | 20 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 312 | 18 | 0.0% | — | 130 | +312 | New | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 260 | 15 | 0.0% | 0.0% | 131 | -258 | -49.81% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 248 | 14 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 195 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Added to | 135 | 7 | 0.0% | 0.0% | 134 | +97 | 255.26% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 5 | 0.0% | — | 135 | +100 | New | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | New | 67 | 3 | 0.0% | — | 137 | +67 | New | Q2 2026 | Jul 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -234,460 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,757 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,538 | -100.0% | Q2 2026 | Aug 14, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,430 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,451 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,180 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q2 2026 | Aug 13, 2026 |