Innovator ETFs Trust - BJUL
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 | Added to | 480,884 | 26,116 | 0.2% | 0.24% | 1 | +76,569 | 18.94% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 359,409 | 19,519 | 3.37% | 4.44% | 2 | -1,915 | -0.53% | Q2 2026 | Aug 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 292,075 | 15,862 | 3.49% | 3.54% | 3 | +6,092 | 2.13% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 218,958 | 11,891 | 0.01% | 0.01% | 4 | +19,508 | 9.78% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 175,380 | 9,524 | 0.01% | 0.01% | 5 | +41,665 | 31.16% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 165,516 | 8,989 | 0.01% | 0.01% | 6 | +3,482 | 2.15% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 162,974 | 8,851 | 0.01% | 0.01% | 7 | -1,736 | -1.05% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 101,257 | 5,499 | 0.01% | 0.01% | 8 | +1,291 | 1.29% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 91,750 | 4,982 | 0.19% | 0.24% | 9 | -600 | -0.65% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 83,725 | 4,580 | 0.01% | 0.0% | 10 | +78,632 | 1543.92% | Q2 2026 | Jul 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 74,924 | 4,069 | 0.6% | 0.64% | 11 | -598 | -0.79% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 62,107 | 3,373 | 0.0% | 0.0% | 12 | +16,197 | 35.28% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 60,066 | 3,262 | 0.01% | 0.01% | 13 | -2,931 | -4.65% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 49,663 | 2,697 | 0.34% | 0.36% | 14 | -100 | -0.2% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,503 | 2,634 | 0.01% | 0.01% | 15 | +3,310 | 7.32% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 43,841 | 2,381 | 0.0% | 0.0% | 16 | -11,897 | -21.34% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 42,034 | 2,282 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthquest Corp | History | Reduced | 41,183 | 2,236 | 0.14% | 0.16% | 18 | -567 | -1.36% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,869 | 2,165 | 0.01% | 0.01% | 19 | +4,538 | 12.84% | Q2 2026 | Jul 28, 2026 |
| My Personal CFO, LLC | History | Reduced | 39,755 | 2,159 | 0.84% | 1.02% | 20 | -7,000 | -14.97% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Reduced | 39,712 | 2,156 | 0.07% | 0.07% | 21 | -1,175 | -2.87% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 39,130 | 2,125 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantz Financial LLC | History | Reduced | 38,045 | 2,066 | 0.38% | 0.39% | 23 | -129 | -0.34% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 37,747 | 2,050 | 0.11% | 0.12% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 37,222 | 2,021 | 0.0% | 0.0% | 25 | -5,964 | -13.81% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | Added to | 37,132 | 2,016 | 0.92% | 1.21% | 26 | +257 | 0.7% | Q2 2026 | Aug 17, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 34,038 | 1,848 | 0.17% | 0.18% | 27 | -818 | -2.35% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 33,585 | 1,824 | 0.01% | 0.01% | 28 | +2,826 | 9.19% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 31,971 | 1,736 | 0.29% | 0.05% | 29 | +26,567 | 491.62% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 31,930 | 1,734 | 0.09% | 0.1% | 30 | -231 | -0.72% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,592 | 1,389 | 0.02% | 0.02% | 31 | +487 | 1.94% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 24,847 | 1,349 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 24,518 | 1,331 | 0.0% | 0.0% | 33 | -1,530 | -5.87% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | Reduced | 24,410 | 1,325 | 0.01% | 0.01% | 34 | -355 | -1.43% | Q2 2026 | Jul 15, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 23,514 | 1,277 | 0.59% | 0.2% | 35 | +15,880 | 208.02% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | Reduced | 23,264 | 1,249 | 0.02% | 0.02% | 36 | -2,117 | -8.34% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 21,831 | 1,185 | 0.01% | 0.01% | 37 | +2,001 | 10.09% | Q2 2026 | Aug 18, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 21,825 | 1,185 | 0.34% | 0.37% | 38 | -783 | -3.46% | Q2 2026 | Jul 24, 2026 |
| BCGM Wealth Management, LLC | History | No change | 21,352 | 1,159 | 0.25% | 0.27% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 21,340 | 1,158 | 0.02% | — | 40 | +21,340 | New | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 20,181 | 1,096 | 0.01% | 0.01% | 41 | -1,254 | -5.85% | Q2 2026 | Jul 28, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 18,905 | 1,026 | 0.38% | 0.29% | 42 | +5,013 | 36.09% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,562 | 1,008 | 0.0% | 0.0% | 43 | -5,268 | -22.11% | Q2 2026 | Aug 07, 2026 |
| Commerce Advisors, LLC | History | No change | 18,413 | 999 | 0.54% | 0.77% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,755 | 964 | 0.0% | 0.0% | 45 | +15,944 | 880.4% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 18,314 | 909 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | No change | 16,577 | 900 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,395 | 890 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | Reduced | 16,313 | 885 | 0.16% | 0.17% | 49 | -867 | -5.05% | Q2 2026 | Jul 16, 2026 |
| City Center Advisors, LLC | History | Reduced | 15,670 | 851 | 0.69% | 0.73% | 50 | -167 | -1.05% | Q2 2026 | Jul 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 14,110 | 766 | 0.11% | 0.1% | 51 | +1,471 | 11.64% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,753 | 746 | 0.02% | 0.02% | 52 | +1,075 | 8.48% | Q2 2026 | Jul 06, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 13,675 | 742 | 0.51% | 0.92% | 53 | -10,775 | -44.07% | Q2 2026 | Jul 16, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 13,278 | 729 | 0.04% | 0.07% | 54 | -3,252 | -19.67% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,970 | 704 | 0.01% | 0.01% | 55 | -1,755 | -11.92% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Reduced | 12,634 | 686 | 0.02% | 0.02% | 56 | -606 | -4.58% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 12,417 | 674 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 12,232 | 664 | 0.37% | 0.5% | 58 | -3,435 | -21.93% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 12,050 | 654 | 0.03% | 0.04% | 59 | -109 | -0.9% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,065 | 600 | 0.0% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,603 | 575 | 0.01% | 0.01% | 61 | -481 | -4.34% | Q2 2026 | Aug 13, 2026 |
| CRA Financial Services, LLC | History | Reduced | 9,915 | 538 | 0.06% | 0.07% | 62 | -200 | -1.98% | Q2 2026 | Jul 24, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,895 | 537 | 0.32% | 0.3% | 63 | -3 | -0.03% | Q2 2026 | Jul 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 9,864 | 535 | 0.24% | 0.22% | 64 | +1,666 | 20.32% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,679 | 525 | 0.11% | 0.15% | 65 | -2,987 | -23.58% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | New | 9,611 | 521 | 0.02% | — | 66 | +9,611 | New | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,469 | 514 | 0.01% | 0.01% | 67 | +1,760 | 22.83% | Q2 2026 | Aug 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 8,857 | 481 | 0.32% | 0.67% | 68 | -10,035 | -53.12% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 8,036 | 436 | 0.03% | 0.04% | 69 | -1,081 | -11.86% | Q2 2026 | Aug 11, 2026 |
| D.B. Root & Company, LLC | History | Added to | 7,831 | 425 | 0.09% | 0.07% | 70 | +2,302 | 41.64% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 7,763 | 421 | 0.01% | 0.02% | 71 | -931 | -10.71% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,666 | 416 | 0.0% | 0.0% | 72 | -54 | -0.7% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,102 | 385 | 0.0% | 0.0% | 73 | +271 | 3.97% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,047 | 382 | 0.09% | 0.11% | 74 | -869 | -10.98% | Q2 2026 | Aug 13, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 6,671 | 362 | 0.17% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | No change | 6,522 | 354 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,410 | 348 | 0.02% | — | 77 | +6,410 | New | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,385 | 346 | 0.0% | 0.0% | 78 | -1 | -0.02% | Q2 2026 | Aug 03, 2026 |
| Seros Financial, LLC | History | Added to | 6,325 | 343 | 0.18% | 0.2% | 79 | +114 | 1.84% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 6,058 | 329 | 0.02% | 0.02% | 80 | +368 | 6.47% | Q2 2026 | Aug 11, 2026 |
| Chris Bulman Inc | History | Added to | 5,875 | 319 | 0.12% | 0.1% | 81 | +1,188 | 25.35% | Q2 2026 | Jul 22, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,824 | 316 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lewis Asset Management, LLC | History | Added to | 5,787 | 314 | 0.11% | 0.12% | 83 | +98 | 1.72% | Q2 2026 | Jul 21, 2026 |
| 4J Wealth Management LLC | History | No change | 5,750 | 312 | 0.15% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,636 | 306 | 0.0% | 0.0% | 85 | -9 | -0.16% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,471 | 297 | 0.0% | 0.0% | 86 | -69 | -1.25% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,352 | 290 | 0.01% | 0.01% | 87 | -1,673 | -23.81% | Q2 2026 | Jul 24, 2026 |
| Weaver Consulting Group | History | No change | 5,326 | 289 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Schulz Wealth, LTD. | History | New | 5,125 | 278 | 0.14% | — | 89 | +5,125 | New | Q2 2026 | Aug 26, 2026 |
| Arax Advisory Partners | History | Reduced | 5,113 | 277 | 0.0% | 0.02% | 90 | -6,191 | -54.77% | Q2 2026 | Aug 10, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,065 | 275 | 0.03% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trek Financial, LLC | History | Reduced | 5,014 | 272 | 0.01% | 0.02% | 92 | -2,051 | -29.03% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,368 | 266 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,403 | 239 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,377 | 237 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,188 | 227 | 0.0% | 0.01% | 96 | -1,295 | -23.62% | Q2 2026 | Jul 29, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 3,871 | 210 | 0.08% | 0.09% | 97 | -475 | -10.93% | Q2 2026 | Jul 10, 2026 |
| PFG Advisors | History | New | 3,858 | 209 | 0.01% | — | 98 | +3,858 | New | Q2 2026 | Jul 16, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,834 | 208 | 0.0% | — | 99 | +3,834 | New | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,787 | 206 | 0.01% | 0.01% | 100 | -50 | -1.3% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,684 | 200 | 0.0% | — | 101 | +3,684 | New | Q2 2026 | Jul 28, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 162 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 2,021 | 109 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,985 | 107 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,621 | 88 | 0.01% | 0.01% | 106 | +774 | 91.38% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,629 | 88 | 0.0% | 0.0% | 105 | -40 | -2.4% | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,529 | 83 | 0.08% | 0.07% | 107 | +163 | 11.93% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 790 | 42 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 633 | 34 | 0.0% | — | 109 | +633 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 27 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 498 | 27 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 27 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 468 | 25 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 478 | 25 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 500 | 24 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | New | 401 | 21 | 0.0% | — | 116 | +401 | New | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 248 | 13 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 211 | 11 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 217 | 11 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 191 | 10 | 0.0% | 0.0% | 120 | -28 | -12.79% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 160 | 8 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | New | 77 | 4 | 0.0% | — | 123 | +77 | New | Q2 2026 | Jul 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | New | 37 | 2 | 0.0% | — | 125 | +37 | New | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 21 | 1 | 0.0% | 2.51% | 126 | -93,764 | -99.98% | Q2 2026 | Sep 11, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -22,497 | -100.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,790 | -100.0% | Q2 2026 | Sep 02, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,209 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,089 | -100.0% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,669 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -935 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -781 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -586 | -100.0% | Q2 2026 | Aug 13, 2026 |