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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 1,012,350 | 56,104 | 0.55% | 0.01% | 1 | +987,940 | 4047.28% | Q3 2026 | Oct 22, 2026 |
| Penserra Capital Management LLC | History | No change | 480,884 | 26,116 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | No change | 359,409 | 19,519 | 3.37% | 3.37% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 292,844 | 16,229 | 3.49% | 3.49% | 4 | +769 | 0.26% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,445 | 10,720 | 0.01% | 0.01% | 5 | -25,513 | -11.65% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 175,380 | 9,524 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 165,516 | 8,989 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 162,974 | 8,851 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 101,257 | 5,499 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 91,750 | 4,982 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,900 | 4,750 | 0.01% | 0.01% | 11 | +1,175 | 1.4% | Q3 2026 | Oct 13, 2026 |
| Bellwether Advisors, LLC | History | No change | 74,924 | 4,069 | 0.6% | 0.6% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 62,107 | 3,373 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 60,066 | 3,262 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 54,525 | 3,021 | 0.36% | 0.34% | 15 | +4,862 | 9.79% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 49,241 | 2,728 | 0.01% | 0.01% | 16 | +9,372 | 23.51% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 43,636 | 2,418 | 0.01% | 0.01% | 17 | -4,867 | -10.03% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 43,841 | 2,381 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 42,715 | 2,367 | 0.02% | — | 19 | +42,715 | New | Q3 2026 | Oct 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 42,034 | 2,329 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Spire Wealth Management | History | Added to | 41,610 | 2,306 | 0.07% | 0.07% | 21 | +1,898 | 4.78% | Q3 2026 | Oct 30, 2026 |
| Lantz Financial LLC | History | Added to | 40,418 | 2,239 | 0.41% | 0.38% | 22 | +2,373 | 6.24% | Q3 2026 | Oct 15, 2026 |
| Wealthquest Corp | History | No change | 41,183 | 2,236 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| My Personal CFO, LLC | History | Reduced | 39,450 | 2,186 | 0.78% | 0.84% | 24 | -305 | -0.77% | Q3 2026 | Oct 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 39,130 | 2,125 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 37,747 | 2,050 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,222 | 2,021 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | No change | 37,132 | 2,016 | 0.92% | 0.92% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 33,214 | 1,840 | 0.16% | 0.17% | 29 | -824 | -2.42% | Q3 2026 | Oct 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,585 | 1,824 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 31,761 | 1,785 | 0.09% | 0.09% | 31 | -169 | -0.53% | Q3 2026 | Oct 13, 2026 |
| GWN SECURITIES INC. | History | No change | 31,971 | 1,736 | 0.29% | 0.29% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 25,592 | 1,389 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 24,518 | 1,331 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 23,936 | 1,326 | 0.38% | 0.34% | 35 | +2,111 | 9.67% | Q3 2026 | Oct 23, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 23,384 | 1,295 | 0.64% | 0.59% | 36 | -130 | -0.55% | Q3 2026 | Oct 27, 2026 |
| Encompass More Asset Management | History | New | 22,970 | 1,272 | 0.18% | — | 37 | +22,970 | New | Q3 2026 | Oct 16, 2026 |
| World Investment Advisors | History | No change | 23,264 | 1,249 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 21,702 | 1,202 | 0.07% | 0.08% | 39 | -3,145 | -12.66% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 21,831 | 1,185 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BCGM Wealth Management, LLC | History | No change | 21,352 | 1,159 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 21,340 | 1,158 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 20,770 | 1,151 | 0.01% | 0.01% | 43 | +589 | 2.92% | Q3 2026 | Oct 15, 2026 |
| D.B. Root & Company, LLC | History | Added to | 20,721 | 1,148 | 0.25% | 0.09% | 44 | +12,890 | 164.6% | Q3 2026 | Nov 04, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 19,967 | 1,106 | 0.39% | 0.38% | 45 | +1,062 | 5.62% | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,562 | 1,008 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chris Bulman Inc | History | Added to | 18,003 | 997 | 0.35% | 0.12% | 47 | +12,128 | 206.43% | Q3 2026 | Oct 20, 2026 |
| Commerce Advisors, LLC | History | Reduced | 17,413 | 965 | 0.46% | 0.54% | 48 | -1,000 | -5.43% | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,755 | 964 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 16,577 | 900 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| City Center Advisors, LLC | History | Added to | 16,112 | 892 | 0.68% | 0.69% | 51 | +442 | 2.82% | Q3 2026 | Oct 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,395 | 890 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | Reduced | 15,882 | 880 | 0.16% | 0.16% | 53 | -431 | -2.64% | Q3 2026 | Nov 03, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 13,929 | 771 | 0.04% | 0.04% | 54 | +651 | 4.9% | Q3 2026 | Oct 26, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 14,110 | 766 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 13,753 | 762 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Global Trust Wealth Management LLC | History | No change | 13,675 | 757 | 0.54% | 0.51% | 57 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,949 | 717 | 0.01% | 0.01% | 58 | -21 | -0.16% | Q3 2026 | Oct 26, 2026 |
| Sigma Planning Corp | History | Added to | 12,795 | 709 | 0.02% | 0.02% | 59 | +161 | 1.27% | Q3 2026 | Oct 23, 2026 |
| Weaver Consulting Group | History | Added to | 12,326 | 683 | 0.13% | 0.06% | 60 | +7,000 | 131.43% | Q3 2026 | Oct 07, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 12,221 | 677 | 0.35% | 0.37% | 61 | -11 | -0.09% | Q3 2026 | Oct 26, 2026 |
| Advisory Services Network, LLC | History | No change | 12,417 | 674 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 12,050 | 667 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Trilogy Capital Inc. | History | New | 11,585 | 642 | 0.02% | — | 64 | +11,585 | New | Q3 2026 | Oct 20, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 11,291 | 625 | 0.37% | 0.32% | 65 | +1,396 | 14.11% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,059 | 612 | 0.0% | 0.0% | 66 | -6 | -0.05% | Q3 2026 | Oct 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,603 | 575 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,354 | 573 | 0.12% | 0.11% | 68 | +675 | 6.97% | Q3 2026 | Oct 28, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 9,864 | 546 | 0.23% | 0.24% | 69 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,469 | 514 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 8,915 | 494 | 0.05% | 0.06% | 71 | -1,000 | -10.09% | Q3 2026 | Oct 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 8,857 | 490 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,405 | 465 | 0.01% | 0.01% | 73 | +642 | 8.27% | Q3 2026 | Oct 29, 2026 |
| Rothschild Wealth LLC | History | No change | 8,036 | 436 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,666 | 416 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 7,209 | 399 | 0.19% | 0.17% | 76 | +538 | 8.06% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,102 | 385 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | New | 6,898 | 382 | 0.02% | — | 79 | +6,898 | New | Q3 2026 | Oct 22, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,047 | 382 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,662 | 369 | 0.01% | 0.02% | 80 | -2,949 | -30.68% | Q3 2026 | Oct 23, 2026 |
| Southland Equity Partners LLC | History | No change | 6,522 | 361 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Lewis Asset Management, LLC | History | Added to | 6,440 | 356 | 0.12% | 0.11% | 82 | +653 | 11.28% | Q3 2026 | Oct 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,410 | 355 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,385 | 346 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tradition Wealth Management, LLC | History | No change | 6,058 | 329 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,824 | 322 | 0.01% | 0.02% | 86 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| 4J Wealth Management LLC | History | No change | 5,750 | 318 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Seros Financial, LLC | History | Reduced | 5,677 | 314 | 0.16% | 0.18% | 88 | -648 | -10.25% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,636 | 306 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,471 | 297 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,352 | 296 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 5,218 | 289 | 0.12% | — | 92 | +5,218 | New | Q3 2026 | Oct 13, 2026 |
| Schulz Wealth, LTD. | History | No change | 5,125 | 284 | 0.13% | 0.14% | 93 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Trek Financial, LLC | History | Added to | 5,106 | 282 | 0.01% | 0.01% | 94 | +92 | 1.83% | Q3 2026 | Oct 29, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,065 | 280 | 0.02% | 0.03% | 95 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 5,113 | 277 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,368 | 266 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,508 | 249 | 0.0% | 0.0% | 98 | +320 | 7.64% | Q3 2026 | Nov 02, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,401 | 243 | 0.06% | 0.06% | 99 | -2 | -0.05% | Q3 2026 | Nov 02, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,256 | 235 | 0.04% | 0.05% | 100 | -121 | -2.76% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,226 | 234 | 0.0% | 0.0% | 101 | +542 | 14.71% | Q3 2026 | Oct 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,834 | 208 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,787 | 206 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Financial Network, Inc. | History | New | 3,635 | 201 | 0.01% | — | 104 | +3,635 | New | Q3 2026 | Oct 14, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 162 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 2,021 | 109 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,985 | 107 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,619 | 89 | 0.0% | 0.0% | 108 | -10 | -0.61% | Q3 2026 | Oct 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,621 | 88 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,564 | 86 | 0.08% | 0.08% | 110 | +35 | 2.29% | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 790 | 43 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 633 | 34 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 27 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 498 | 27 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 27 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 468 | 25 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 478 | 25 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 401 | 21 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| William Mack & Associates, Inc. | History | New | 331 | 18 | 0.01% | — | 119 | +331 | New | Q3 2026 | Oct 27, 2026 |
| Archer Investment Corp | History | No change | 248 | 13 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 217 | 12 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 218 | 11 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 218 | 11 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 191 | 10 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 77 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 37 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buska Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,871 | -100.0% | Q3 2026 | Oct 07, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,858 | -100.0% | Q3 2026 | Oct 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -211 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Oct 29, 2026 |