Innovator ETFs Trust - BUFF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,666,898 | 82,361 | 0.02% | 0.02% | 1 | +359,150 | 27.46% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,151,942 | 56,917 | 0.02% | 0.01% | 2 | +590,151 | 105.05% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 631,312 | 31,193 | 0.03% | 0.03% | 3 | +18,393 | 3.0% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | Added to | 548,358 | 27,094 | 12.47% | 12.71% | 4 | +23,668 | 4.51% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 520,381 | 25,712 | 0.35% | 0.37% | 5 | +5,705 | 1.11% | Q1 2026 | May 12, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 398,244 | 19,677 | 5.36% | 5.22% | 6 | +5,691 | 1.45% | Q1 2026 | Apr 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 376,767 | 18,616 | 8.55% | 0.49% | 7 | +349,076 | 1260.61% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 353,218 | 17,453 | 0.04% | 0.04% | 8 | +13,136 | 3.86% | Q1 2026 | Apr 22, 2026 |
| LifeWealth Investments, LLC | History | Added to | 336,877 | 16,645 | 4.97% | 4.21% | 9 | +70,028 | 26.24% | Q1 2026 | Apr 20, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 325,131 | 16,188 | 8.19% | 9.05% | 10 | +697 | 0.21% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 255,669 | 12,632 | 0.02% | 0.04% | 11 | -283,893 | -52.62% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 250,568 | 12,380 | 0.0% | 0.0% | 12 | +17,157 | 7.35% | Q1 2026 | May 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 239,994 | 11,858 | 5.57% | 5.63% | 13 | +3,681 | 1.56% | Q1 2026 | Jun 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 232,087 | 11,467 | 0.25% | 0.23% | 14 | +14,709 | 6.77% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 221,430 | 10,940 | 0.02% | 0.01% | 15 | +9,340 | 4.4% | Q1 2026 | Apr 27, 2026 |
| Buska Wealth Management, LLC | History | Added to | 190,880 | 9,431 | 3.79% | 3.21% | 16 | +16,392 | 9.39% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 190,082 | 9,391 | 0.01% | 0.01% | 17 | +9,668 | 5.36% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,451 | 9,064 | 0.02% | 0.02% | 18 | +20 | 0.01% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 164,116 | 8,108 | 0.13% | 0.13% | 19 | +37,909 | 30.04% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 159,258 | 7,868 | 0.03% | 0.03% | 20 | +17,716 | 12.52% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 152,047 | 7,512 | 0.12% | 0.12% | 21 | +1,419 | 0.94% | Q1 2026 | Apr 27, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 138,267 | 6,831 | 0.88% | 0.91% | 22 | +1,055 | 0.77% | Q1 2026 | Apr 20, 2026 |
| GWN SECURITIES INC. | History | Added to | 131,397 | 6,492 | 1.24% | 1.27% | 23 | +5,157 | 4.09% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 114,349 | 5,649 | 0.62% | 0.05% | 24 | +104,226 | 1029.6% | Q1 2026 | Apr 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 109,606 | 5,415 | 0.1% | 0.12% | 25 | -13,465 | -10.94% | Q1 2026 | May 01, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 105,347 | 5,205 | 1.24% | 1.07% | 26 | +22,775 | 27.58% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 101,172 | 4,998 | 0.03% | 0.01% | 27 | +78,246 | 341.3% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 98,184 | 4,851 | 1.07% | 1.12% | 28 | -3,438 | -3.38% | Q1 2026 | May 13, 2026 |
| Seros Financial, LLC | History | Added to | 91,681 | 4,529 | 2.88% | 2.31% | 29 | +12,544 | 15.85% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 88,496 | 4,372 | 0.01% | 0.01% | 30 | -19,114 | -17.76% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 88,171 | 4,356 | 0.03% | 0.03% | 31 | +7,044 | 8.68% | Q1 2026 | Apr 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 74,954 | 3,703 | 2.36% | 1.87% | 32 | +19,771 | 35.83% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 69,290 | 3,423 | 0.08% | 0.09% | 33 | -3,333 | -4.59% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 65,720 | 3,247 | 0.18% | 0.19% | 34 | +33,714 | 105.34% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 63,485 | 3,136 | 0.14% | 0.19% | 35 | -23,184 | -26.75% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 61,783 | 3,052 | 0.03% | 0.04% | 36 | -6,110 | -9.0% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 60,386 | 2,983 | 0.0% | 0.06% | 37 | -734,243 | -92.4% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 54,031 | 2,669 | 0.03% | 0.04% | 38 | -18,924 | -25.94% | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 53,367 | 2,636 | 0.37% | 0.37% | 39 | -1,720 | -3.12% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 52,736 | 2,605 | 0.05% | 0.05% | 40 | +702 | 1.35% | Q1 2026 | Apr 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 50,291 | 2,484 | 0.48% | 0.5% | 41 | -199 | -0.39% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 48,186 | 2,380 | 0.03% | 0.03% | 42 | -391 | -0.8% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 44,700 | 2,208 | 0.41% | 0.43% | 43 | -619 | -1.37% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 44,117 | 2,179 | 0.65% | 0.61% | 44 | +3,601 | 8.89% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,023 | 2,175 | 0.03% | 0.02% | 45 | +17,811 | 67.95% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 42,995 | 2,124 | 0.08% | 0.08% | 46 | -4,311 | -9.11% | Q1 2026 | Apr 14, 2026 |
| Andina Capital Management, LLC | History | Reduced | 42,023 | 2,076 | 1.84% | 1.63% | 47 | -12,145 | -22.42% | Q1 2026 | Apr 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 41,518 | 2,051 | 0.51% | 0.51% | 48 | -77 | -0.19% | Q1 2026 | Apr 15, 2026 |
| JDM Financial Group LLC | History | Reduced | 40,367 | 1,994 | 0.77% | 0.79% | 49 | -500 | -1.22% | Q1 2026 | May 20, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 39,917 | 1,972 | 0.27% | 0.27% | 50 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 38,085 | 1,949 | 1.41% | 1.16% | 51 | +7,147 | 23.1% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 38,759 | 1,915 | 1.96% | 2.06% | 52 | -877 | -2.21% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 37,476 | 1,851 | 0.12% | 0.12% | 53 | +996 | 2.73% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 33,790 | 1,669 | 0.02% | 0.04% | 54 | -30,931 | -47.79% | Q1 2026 | Apr 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 33,783 | 1,669 | 0.78% | 0.86% | 55 | -91 | -0.27% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 31,298 | 1,612 | 0.03% | 0.08% | 56 | -1,039 | -3.21% | Q1 2026 | May 01, 2026 |
| City Center Advisors, LLC | History | Added to | 31,805 | 1,571 | 1.45% | 1.24% | 57 | +4,686 | 17.28% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 31,426 | 1,552 | 0.17% | 0.16% | 58 | +398 | 1.28% | Q1 2026 | Apr 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 28,259 | 1,396 | 0.09% | 0.1% | 59 | -1,441 | -4.85% | Q1 2026 | May 06, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 27,571 | 1,362 | 1.34% | 1.35% | 60 | -127 | -0.46% | Q1 2026 | Apr 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 27,327 | 1,351 | 0.42% | 0.44% | 61 | -38 | -0.14% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 27,078 | 1,337 | 0.02% | 0.02% | 62 | +401 | 1.5% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,484 | 1,170 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 23,390 | 1,155 | 1.13% | 1.11% | 64 | -4 | -0.02% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,112 | 1,092 | 0.01% | 0.01% | 65 | +8,579 | 63.39% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 21,274 | 1,051 | 0.04% | 0.02% | 66 | +9,320 | 77.97% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,997 | 1,042 | 0.0% | 0.0% | 67 | -22,391 | -51.61% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,674 | 1,021 | 0.0% | 0.0% | 68 | -18 | -0.09% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,585 | 1,017 | 0.0% | 0.0% | 69 | +1,252 | 6.48% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,434 | 1,009 | 0.0% | 0.0% | 70 | +4,123 | 25.28% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | New | 20,206 | 998 | 0.0% | — | 71 | +20,206 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,587 | 967 | 0.0% | 0.01% | 72 | +404 | 2.11% | Q1 2026 | May 08, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 19,172 | 947 | 0.58% | 0.69% | 73 | -1,116 | -5.5% | Q1 2026 | May 05, 2026 |
| Weaver Consulting Group | History | Reduced | 18,999 | 938 | 0.22% | 0.25% | 74 | -1,700 | -8.21% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,904 | 934 | 0.06% | 0.07% | 75 | +2,109 | 12.56% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Reduced | 18,748 | 926 | 0.01% | 0.01% | 76 | -67 | -0.36% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,678 | 922 | 0.01% | 0.01% | 77 | +2,071 | 12.47% | Q1 2026 | Apr 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,436 | 910 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,403 | 909 | 0.03% | 0.04% | 79 | +2,986 | 19.37% | Q1 2026 | Jun 18, 2026 |
| Applied Capital LLC | History | Added to | 17,819 | 880 | 0.33% | 0.2% | 80 | +7,222 | 68.15% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,969 | 838 | 0.0% | 0.0% | 81 | +6,926 | 68.96% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 16,937 | 836 | 0.19% | 0.19% | 82 | +626 | 3.84% | Q1 2026 | Apr 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 16,874 | 833 | 0.37% | 0.34% | 83 | +2,035 | 13.71% | Q1 2026 | May 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,830 | 831 | 0.0% | — | 84 | +16,830 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 16,620 | 821 | 0.01% | 0.05% | 85 | -27,476 | -62.31% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 16,612 | 820 | 2.35% | — | 86 | +16,612 | New | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | New | 16,435 | 812 | 0.06% | — | 87 | +16,435 | New | Q1 2026 | May 15, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 15,719 | 776 | 0.6% | 0.56% | 88 | +801 | 5.37% | Q1 2026 | Apr 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 15,677 | 774 | 0.36% | 0.32% | 89 | +1,772 | 12.74% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,288 | 755 | 0.04% | 0.03% | 90 | +5,590 | 57.64% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,224 | 702 | 0.01% | 0.0% | 91 | +1,934 | 15.74% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 12,797 | 661 | 0.05% | 0.06% | 92 | -358 | -2.72% | Q1 2026 | May 01, 2026 |
| Triton Financial Group Inc | History | Added to | 12,936 | 642 | 1.12% | 0.21% | 93 | +6,457 | 99.66% | Q1 2026 | May 15, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 12,252 | 605 | 0.28% | 0.28% | 94 | -13 | -0.11% | Q1 2026 | Apr 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 12,121 | 598 | 0.43% | 0.39% | 95 | +600 | 5.21% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 10,903 | 551 | 0.03% | 0.03% | 96 | -326 | -2.9% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,761 | 531 | 0.01% | 0.02% | 97 | -7,083 | -39.69% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | No change | 10,629 | 525 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 9,890 | 488 | 0.12% | 0.14% | 99 | -1,739 | -14.95% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,832 | 485 | 0.0% | 0.0% | 100 | +1,591 | 19.31% | Q1 2026 | Jun 02, 2026 |
| Advisor Resource Council | History | Reduced | 9,363 | 462 | 0.15% | 0.46% | 101 | -16,588 | -63.92% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 9,083 | 448 | 0.03% | 0.03% | 102 | +2,780 | 44.11% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 8,934 | 441 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 8,416 | 415 | 0.02% | — | 104 | +8,416 | New | Q1 2026 | Apr 30, 2026 |
| Bellwether Advisors, LLC | History | No change | 8,396 | 414 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,275 | 359 | 0.04% | 0.05% | 106 | -2,221 | -23.39% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,235 | 357 | 0.0% | 0.0% | 107 | -2,777 | -27.74% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | New | 7,074 | 349 | 0.01% | — | 108 | +7,074 | New | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,953 | 343 | 0.22% | 0.22% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | No change | 6,900 | 340 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,642 | 328 | 0.01% | — | 111 | +6,642 | New | Q1 2026 | Apr 08, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,460 | 319 | 0.27% | 0.25% | 112 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COFG Advisors, LLC | History | Added to | 6,449 | 318 | 0.08% | 0.07% | 113 | +500 | 8.4% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,306 | 311 | 0.1% | 0.1% | 114 | -8 | -0.13% | Q1 2026 | Apr 09, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 5,800 | 286 | 0.07% | 0.08% | 115 | -200 | -3.33% | Q1 2026 | May 11, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 5,738 | 283 | 0.23% | 0.24% | 116 | -42 | -0.73% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,384 | 266 | 0.01% | — | 117 | +5,384 | New | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | Reduced | 4,852 | 250 | 0.12% | 0.17% | 118 | -1,955 | -28.72% | Q1 2026 | May 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 4,842 | 239 | 0.03% | 0.03% | 119 | -41 | -0.84% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,772 | 235 | 0.01% | 0.01% | 120 | -27 | -0.56% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,733 | 233 | 0.0% | 0.01% | 121 | -1,138 | -19.38% | Q1 2026 | Apr 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 4,578 | 226 | 0.02% | 0.02% | 122 | -335 | -6.82% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,199 | 218 | 0.01% | 0.01% | 124 | -223 | -5.04% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,413 | 218 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,324 | 213 | 0.0% | — | 125 | +4,324 | New | Q1 2026 | May 11, 2026 |
| Benson Wealth Management INC | History | New | 3,588 | 177 | 0.24% | — | 126 | +3,588 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,505 | 173 | 0.01% | 0.01% | 127 | -27 | -0.76% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | New | 3,304 | 163 | 0.0% | — | 128 | +3,304 | New | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,230 | 159 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | No change | 3,054 | 150 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,700 | 133 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | New | 2,573 | 127 | 0.05% | — | 132 | +2,573 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 2,432 | 120 | 0.0% | — | 133 | +2,432 | New | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,649 | 81 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,449 | 71 | 0.0% | 0.0% | 135 | +619 | 74.58% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,438 | 70 | 0.0% | 0.0% | 136 | -43 | -2.9% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | New | 1,246 | 61 | 0.01% | — | 137 | +1,246 | New | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,058 | 52 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 944 | 46 | 0.0% | — | 140 | +944 | New | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 934 | 46 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 758 | 37 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 700 | 34 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 555 | 27 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | No change | 346 | 17 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 295 | 14 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 285 | 14 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IAG Wealth Partners, LLC | History | New | 250 | 12 | 0.0% | — | 148 | +250 | New | Q1 2026 | Apr 29, 2026 |
| Cheviot Value Management, LLC | History | No change | 244 | 12 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 164 | 7 | 0.0% | — | 149 | +164 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 121 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 88 | 4 | 0.0% | — | 151 | +83 | 1660.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 60 | 2 | 0.0% | — | 152 | +60 | New | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 60 | 2 | 0.0% | — | 153 | +60 | New | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -45,192 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,031 | -100.0% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -511 | -100.0% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 14, 2026 |