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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Penserra Capital Management LLC | History | No change | 446,940 | 26,311 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | No change | 393,947 | 23,191 | 4.0% | 4.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 284,327 | 16,738 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 269,874 | 16,334 | 3.51% | 3.52% | 4 | -1,312 | -0.48% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 228,083 | 13,805 | 0.02% | 0.02% | 5 | -20,473 | -8.24% | Q3 2026 | Nov 02, 2026 |
| Talon Private Wealth, LLC | History | No change | 171,740 | 10,110 | 1.18% | 1.18% | 6 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| HighTower Advisors, LLC | History | No change | 160,757 | 9,463 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 132,057 | 7,774 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 129,078 | 7,598 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 101,641 | 5,983 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 97,189 | 5,721 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 93,659 | 5,513 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 89,063 | 5,243 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 87,459 | 5,149 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 84,977 | 5,143 | 1.67% | 1.67% | 15 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Brookstone Capital Management | History | Reduced | 84,697 | 5,126 | 0.05% | 0.52% | 16 | -799,207 | -90.42% | Q3 2026 | Oct 22, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 82,047 | 4,966 | 1.23% | 1.25% | 17 | -1,575 | -1.88% | Q3 2026 | Oct 19, 2026 |
| Cerity Partners LLC | History | No change | 73,252 | 4,312 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 65,001 | 3,934 | 1.13% | 1.11% | 19 | -281 | -0.43% | Q3 2026 | Oct 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 57,913 | 3,409 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GWN SECURITIES INC. | History | No change | 51,950 | 3,058 | 0.51% | 0.51% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,281 | 2,801 | 0.0% | 0.0% | 22 | +1,664 | 3.73% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,919 | 2,703 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 44,173 | 2,600 | 0.36% | 0.36% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 41,994 | 2,541 | 0.3% | 0.31% | 25 | -620 | -1.45% | Q3 2026 | Oct 29, 2026 |
| My Personal CFO, LLC | History | Reduced | 41,885 | 2,535 | 0.91% | 0.96% | 26 | -9 | -0.02% | Q3 2026 | Oct 13, 2026 |
| Bellwether Advisors, LLC | History | No change | 38,480 | 2,265 | 0.34% | 0.34% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 36,793 | 2,226 | 0.01% | 0.01% | 28 | -596 | -1.59% | Q3 2026 | Nov 02, 2026 |
| FSA Advisors, Inc. | History | No change | 37,704 | 2,219 | 1.02% | 1.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,224 | 2,028 | 0.0% | 0.0% | 30 | +5,338 | 19.14% | Q3 2026 | Oct 13, 2026 |
| Schulz Wealth, LTD. | History | No change | 32,130 | 1,944 | 0.91% | 0.98% | 31 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 32,892 | 1,936 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 31,024 | 1,826 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,218 | 1,768 | 0.05% | 0.05% | 34 | -16 | -0.05% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 26,485 | 1,559 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lantz Financial LLC | History | Reduced | 23,823 | 1,441 | 0.26% | 0.27% | 36 | -1,338 | -5.32% | Q3 2026 | Oct 15, 2026 |
| Berkshire Money Management, Inc. | History | No change | 23,219 | 1,405 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Encompass More Asset Management | History | New | 21,181 | 1,282 | 0.18% | — | 38 | +21,181 | New | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 20,750 | 1,255 | 0.01% | — | 39 | +20,750 | New | Q3 2026 | Oct 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 20,774 | 1,222 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atria Investments, Inc | History | Added to | 19,250 | 1,165 | 0.01% | 0.01% | 41 | +565 | 3.02% | Q3 2026 | Oct 15, 2026 |
| World Investment Advisors | History | No change | 19,848 | 1,161 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | No change | 18,493 | 1,119 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Spire Wealth Management | History | Reduced | 18,441 | 1,116 | 0.03% | 0.03% | 44 | -291 | -1.55% | Q3 2026 | Oct 30, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 18,388 | 1,112 | 0.39% | 0.38% | 45 | +923 | 5.28% | Q3 2026 | Oct 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 17,479 | 1,028 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 15,955 | 939 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City Center Advisors, LLC | History | Added to | 14,776 | 894 | 0.68% | 0.69% | 48 | +396 | 2.75% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,585 | 883 | 0.0% | 0.0% | 49 | -3,891 | -21.06% | Q3 2026 | Nov 02, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,789 | 834 | 0.03% | 0.03% | 50 | -7 | -0.05% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 13,256 | 780 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 12,889 | 758 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 12,396 | 750 | 0.19% | 0.19% | 53 | -730 | -5.56% | Q3 2026 | Nov 02, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,978 | 724 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Trek Financial, LLC | History | No change | 11,881 | 719 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,817 | 715 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 11,474 | 694 | 0.48% | 0.55% | 57 | -1,162 | -9.2% | Q3 2026 | Oct 16, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 11,292 | 683 | 0.19% | 0.22% | 58 | -2,169 | -16.11% | Q3 2026 | Oct 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,104 | 671 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,946 | 662 | 0.31% | 0.3% | 60 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 10,970 | 645 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,553 | 621 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,775 | 595 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,806 | 593 | 0.03% | 0.03% | 64 | -113 | -1.14% | Q3 2026 | Oct 22, 2026 |
| Orion Capital Management LLC | History | No change | 9,660 | 568 | 0.18% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 9,127 | 537 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | Reduced | 8,800 | 532 | 0.1% | 0.13% | 67 | -3,438 | -28.09% | Q3 2026 | Nov 03, 2026 |
| Lewis Asset Management, LLC | History | Added to | 8,776 | 531 | 0.18% | 0.17% | 68 | +430 | 5.15% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Reduced | 8,769 | 530 | 0.01% | 0.01% | 69 | -175 | -1.96% | Q3 2026 | Oct 23, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,572 | 518 | 0.03% | 0.03% | 70 | +405 | 4.96% | Q3 2026 | Oct 26, 2026 |
| Chris Bulman Inc | History | Reduced | 8,526 | 516 | 0.18% | 0.3% | 71 | -5,511 | -39.26% | Q3 2026 | Oct 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,719 | 513 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,439 | 510 | 0.04% | 0.06% | 73 | -2,820 | -25.05% | Q3 2026 | Oct 16, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 8,200 | 482 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 7,998 | 470 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,437 | 437 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCGM Wealth Management, LLC | History | No change | 6,925 | 407 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 6,650 | 402 | 0.04% | 0.05% | 78 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,564 | 386 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 6,420 | 377 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,378 | 375 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,077 | 367 | 0.01% | 0.01% | 82 | -288 | -4.52% | Q3 2026 | Oct 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 6,757 | 360 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diligent Investors, LLC | History | Reduced | 5,905 | 357 | 0.08% | 0.08% | 84 | -80 | -1.34% | Q3 2026 | Oct 21, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 5,892 | 356 | 0.2% | 0.19% | 85 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,877 | 355 | 0.02% | 0.03% | 86 | -3,491 | -37.27% | Q3 2026 | Oct 15, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 5,859 | 354 | 0.21% | 0.22% | 87 | -321 | -5.19% | Q3 2026 | Oct 16, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,795 | 341 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | Reduced | 5,111 | 309 | 0.05% | 0.06% | 89 | -474 | -8.49% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 5,100 | 308 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,071 | 306 | 0.06% | 0.06% | 91 | -1 | -0.02% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 5,183 | 305 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,962 | 300 | 0.0% | 0.0% | 93 | -45 | -0.9% | Q3 2026 | Nov 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,924 | 289 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,734 | 286 | 0.01% | 0.02% | 95 | -5,192 | -52.31% | Q3 2026 | Oct 23, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 4,734 | 286 | 0.15% | 0.16% | 96 | -65 | -1.35% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | No change | 4,557 | 275 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,507 | 272 | 0.01% | 0.01% | 98 | -299 | -6.22% | Q3 2026 | Oct 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,390 | 258 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,330 | 254 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 4,189 | 253 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 4,106 | 248 | 0.01% | 0.01% | 102 | -64 | -1.53% | Q3 2026 | Oct 20, 2026 |
| GTS SECURITIES LLC | History | No change | 4,203 | 247 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 3,972 | 233 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 3,926 | 231 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 3,737 | 226 | 0.04% | 0.04% | 106 | -75 | -1.97% | Q3 2026 | Nov 03, 2026 |
| Global Trust Wealth Management LLC | History | No change | 3,500 | 211 | 0.15% | 0.14% | 107 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,486 | 205 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 3,381 | 204 | 0.01% | 0.03% | 109 | -4,468 | -56.92% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,418 | 201 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 3,068 | 185 | 0.0% | 0.0% | 111 | +6 | 0.2% | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,737 | 165 | 0.0% | 0.0% | 112 | +298 | 12.22% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 2,713 | 159 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joseph Group Capital Management | History | No change | 2,296 | 138 | 0.02% | 0.03% | 114 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 2,121 | 124 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 1,802 | 106 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,683 | 98 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,500 | 88 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 1,000 | 58 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 921 | 55 | 0.05% | 0.05% | 120 | +32 | 3.6% | Q3 2026 | Oct 27, 2026 |
| PlanVest Financial, Inc | History | No change | 947 | 55 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 700 | 41 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 608 | 35 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 371 | 21 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 350 | 21 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 312 | 18 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 248 | 15 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 195 | 11 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BFC Planning, Inc. | History | No change | 201 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BARCLAYS PLC | History | No change | 135 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 67 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -107,920 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,510 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,927 | -100.0% | Q3 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2026 | Oct 26, 2026 |