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 | Reduced | 1,307,748 | 65,204 | 0.02% | 0.02% | 1 | -413,632 | -24.03% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 794,629 | 39,620 | 0.06% | 0.07% | 2 | -121,091 | -13.22% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 612,919 | 30,560 | 0.03% | 0.03% | 3 | +50,460 | 8.97% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 561,791 | 28,010 | 0.01% | 0.02% | 4 | -728,742 | -56.47% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 539,562 | 26,902 | 0.04% | 0.04% | 5 | +22,412 | 4.33% | Q4 2025 | Feb 17, 2026 |
| GGM Financials LLC | History | Added to | 524,690 | 26,161 | 12.71% | 12.65% | 6 | +11,138 | 2.17% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 514,676 | 25,661 | 0.37% | 0.38% | 7 | +11,784 | 2.34% | Q4 2025 | Feb 09, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 392,553 | 19,572 | 5.22% | 5.24% | 8 | +7,972 | 2.07% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 340,082 | 16,956 | 0.04% | 0.04% | 9 | +15,422 | 4.75% | Q4 2025 | Feb 11, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 324,434 | 16,218 | 9.05% | 8.99% | 10 | +9,414 | 2.99% | Q4 2025 | Jan 05, 2026 |
| LifeWealth Investments, LLC | History | Added to | 266,849 | 13,305 | 4.21% | 3.76% | 11 | +33,054 | 14.14% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 233,411 | 11,637 | 0.0% | 0.0% | 12 | +70,102 | 42.93% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 217,378 | 10,838 | 0.23% | 0.23% | 13 | +1,735 | 0.8% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 212,090 | 10,574 | 0.01% | 0.02% | 14 | -58,391 | -21.59% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,431 | 9,146 | 0.02% | 0.02% | 15 | +11,171 | 6.48% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 180,414 | 8,995 | 0.01% | 0.01% | 16 | +4,198 | 2.38% | Q4 2025 | Feb 06, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 174,488 | 8,699 | 3.21% | 2.97% | 17 | -28,210 | -13.92% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Added to | 150,628 | 7,510 | 0.12% | 0.0% | 18 | +146,136 | 3253.25% | Q4 2025 | Mar 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 141,542 | 7,057 | 0.03% | 0.03% | 19 | +9,114 | 6.88% | Q4 2025 | Feb 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 137,212 | 6,841 | 0.91% | 3.26% | 20 | -324,697 | -70.29% | Q4 2025 | Jan 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 126,240 | 6,294 | 1.27% | 1.25% | 21 | +15,935 | 14.45% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 126,207 | 6,292 | 0.13% | 0.16% | 22 | -15,971 | -11.23% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 123,071 | 6,136 | 0.12% | 0.13% | 23 | -10,561 | -7.9% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 107,610 | 5,365 | 0.01% | 0.01% | 24 | +19,559 | 22.21% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 101,622 | 5,066 | 1.12% | 1.11% | 25 | -291 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 86,669 | 4,321 | 0.19% | 0.21% | 26 | -7,381 | -7.85% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 82,572 | 4,117 | 1.07% | 1.0% | 27 | +3,868 | 4.91% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 81,127 | 4,044 | 0.03% | 0.03% | 28 | +5,102 | 6.71% | Q4 2025 | Jan 26, 2026 |
| Seros Financial, LLC | History | Added to | 79,137 | 3,945 | 2.31% | 2.24% | 29 | +3,208 | 4.22% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 72,955 | 3,637 | 0.04% | 0.04% | 30 | +6,512 | 9.8% | Q4 2025 | Jan 16, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 72,623 | 3,620 | 0.09% | 0.09% | 31 | -877 | -1.19% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 67,893 | 3,385 | 0.04% | 0.03% | 32 | +13,675 | 25.22% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 64,721 | 3,226 | 0.04% | 0.03% | 33 | +31,887 | 97.12% | Q4 2025 | Jan 29, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 55,183 | 2,751 | 1.87% | 1.02% | 34 | +24,941 | 82.47% | Q4 2025 | Jan 22, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 55,087 | 2,746 | 0.37% | 0.39% | 35 | -2,679 | -4.64% | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, LLC | History | Added to | 54,168 | 2,700 | 1.63% | 1.39% | 36 | +3,920 | 7.8% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 52,034 | 2,594 | 0.05% | 0.05% | 37 | +6,632 | 14.61% | Q4 2025 | Jan 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 50,490 | 2,517 | 0.5% | 0.51% | 38 | -1,414 | -2.72% | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 48,577 | 2,422 | 0.03% | 0.03% | 39 | +1,234 | 2.61% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 47,306 | 2,358 | 0.08% | 0.09% | 40 | -6,409 | -11.93% | Q4 2025 | Jan 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 45,319 | 2,259 | 0.43% | 0.43% | 41 | -1,261 | -2.71% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 45,192 | 2,253 | 0.04% | 0.04% | 42 | +7,795 | 20.84% | Q4 2025 | Feb 19, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 44,096 | 2,198 | 0.05% | — | 43 | +44,096 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,388 | 2,177 | 0.0% | 0.0% | 44 | -1,839 | -4.07% | Q4 2025 | Jan 08, 2026 |
| Diligent Investors, LLC | History | Reduced | 41,595 | 2,073 | 0.51% | 0.51% | 45 | -115 | -0.28% | Q4 2025 | Jan 23, 2026 |
| JDM Financial Group LLC | History | Reduced | 40,867 | 2,037 | 0.79% | 0.86% | 46 | -1,241 | -2.95% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 40,516 | 2,020 | 0.61% | 0.59% | 47 | +1,242 | 3.16% | Q4 2025 | Jan 29, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 39,917 | 1,990 | 0.27% | 0.29% | 48 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 39,636 | 1,976 | 2.06% | 2.16% | 49 | -778 | -1.93% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 36,480 | 1,818 | 0.12% | 0.12% | 50 | -316 | -0.86% | Q4 2025 | Apr 02, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 33,874 | 1,697 | 0.86% | 1.02% | 51 | -2,284 | -6.32% | Q4 2025 | Jan 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 32,337 | 1,625 | 0.08% | 0.09% | 52 | +250 | 0.78% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 32,006 | 1,595 | 0.19% | 0.19% | 53 | +1,356 | 4.42% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 31,028 | 1,555 | 0.16% | 0.08% | 54 | +14,973 | 93.26% | Q4 2025 | Jan 12, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 30,938 | 1,550 | 1.16% | 1.52% | 55 | -7,763 | -20.06% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 29,700 | 1,480 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 27,698 | 1,381 | 1.35% | 1.0% | 57 | +6,154 | 28.56% | Q4 2025 | Jan 07, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 27,691 | 1,380 | 0.49% | 0.56% | 58 | -587 | -2.08% | Q4 2025 | Feb 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 27,365 | 1,364 | 0.44% | 0.45% | 59 | +1,080 | 4.11% | Q4 2025 | Feb 10, 2026 |
| City Center Advisors, LLC | History | Added to | 27,119 | 1,352 | 1.24% | 0.96% | 60 | +6,851 | 33.8% | Q4 2025 | Jan 05, 2026 |
| Brookstone Capital Management | History | Reduced | 26,677 | 1,330 | 0.02% | 0.04% | 61 | -47,149 | -63.87% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,212 | 1,306 | 0.02% | 0.02% | 62 | +6,637 | 33.91% | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | Reduced | 25,951 | 1,293 | 0.46% | 1.78% | 63 | -1,035 | -3.84% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 23,484 | 1,170 | 0.04% | 0.05% | 64 | -5,749 | -19.67% | Q4 2025 | Feb 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 23,394 | 1,166 | 1.11% | 1.06% | 65 | +1,376 | 6.25% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,926 | 1,143 | 0.01% | 0.01% | 66 | +9,828 | 75.03% | Q4 2025 | Feb 18, 2026 |
| Weaver Consulting Group | History | Added to | 20,699 | 1,032 | 0.25% | 0.23% | 67 | +2,524 | 13.89% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,692 | 1,031 | 0.0% | 0.01% | 68 | -835 | -3.88% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 20,288 | 1,011 | 0.69% | — | 69 | +20,288 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,333 | 963 | 0.0% | 0.0% | 70 | +995 | 5.43% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 19,183 | 956 | 0.01% | 0.01% | 71 | -202 | -1.04% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 18,815 | 938 | 0.01% | 0.01% | 72 | -61 | -0.32% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,436 | 919 | 0.05% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 16,795 | 837 | 0.07% | 0.05% | 74 | +4,807 | 40.1% | Q4 2025 | Jan 13, 2026 |
| Prospera Financial Services Inc | History | New | 16,607 | 827 | 0.01% | — | 75 | +16,607 | New | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,311 | 813 | 0.0% | 0.0% | 76 | +5,278 | 47.84% | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 16,311 | 813 | 0.19% | 0.18% | 77 | +527 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 15,417 | 768 | 0.04% | — | 78 | +15,417 | New | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,031 | 749 | 0.02% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 14,918 | 743 | 0.56% | 0.35% | 80 | +5,685 | 61.57% | Q4 2025 | Jan 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 14,839 | 736 | 0.34% | 0.24% | 81 | +4,881 | 49.02% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 13,905 | 693 | 0.32% | — | 82 | +13,905 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,533 | 674 | 0.01% | 0.01% | 83 | -4,300 | -24.11% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,155 | 659 | 0.06% | 0.06% | 84 | -502 | -3.68% | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,290 | 612 | 0.0% | 0.0% | 85 | +4,799 | 64.06% | Q4 2025 | Feb 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 12,265 | 611 | 0.28% | 0.28% | 86 | +139 | 1.15% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11,954 | 596 | 0.02% | 0.02% | 87 | -1,354 | -10.17% | Q4 2025 | Jan 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 11,629 | 579 | 0.14% | 0.13% | 88 | +2,000 | 20.77% | Q4 2025 | Feb 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 11,521 | 574 | 0.39% | 0.29% | 89 | +2,950 | 34.42% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,229 | 559 | 0.03% | 0.03% | 90 | +1,171 | 11.64% | Q4 2025 | Feb 10, 2026 |
| Trek Financial, LLC | History | No change | 10,629 | 529 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Applied Capital LLC | History | Added to | 10,597 | 528 | 0.2% | 0.16% | 92 | +2,288 | 27.54% | Q4 2025 | Jan 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 10,123 | 504 | 0.05% | 0.05% | 93 | +1,603 | 18.81% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,043 | 500 | 0.0% | 0.0% | 94 | -27,629 | -73.34% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,012 | 499 | 0.0% | 0.0% | 95 | -33,781 | -77.14% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,698 | 483 | 0.03% | 0.03% | 96 | -459 | -4.52% | Q4 2025 | Jan 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 9,496 | 473 | 0.05% | 0.05% | 97 | -254 | -2.61% | Q4 2025 | Feb 18, 2026 |
| WEBSTER BANK, N. A. | History | New | 8,934 | 445 | 0.04% | — | 98 | +8,934 | New | Q4 2025 | Jan 23, 2026 |
| Bellwether Advisors, LLC | History | No change | 8,396 | 418 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,241 | 410 | 0.0% | 0.0% | 100 | -250 | -2.94% | Q4 2025 | Feb 18, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,953 | 346 | 0.22% | 0.23% | 101 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Harvest Investment Services, LLC | History | No change | 6,900 | 344 | 0.06% | 0.07% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | Reduced | 6,807 | 339 | 0.17% | 0.23% | 103 | -2,579 | -27.48% | Q4 2025 | Feb 13, 2026 |
| Triton Financial Group Inc | History | Reduced | 6,479 | 323 | 0.21% | 0.22% | 104 | -263 | -3.9% | Q4 2025 | Feb 03, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 6,460 | 322 | 0.25% | 0.41% | 105 | -3,866 | -37.44% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,314 | 314 | 0.1% | 0.11% | 107 | -485 | -7.13% | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 6,303 | 314 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 6,000 | 299 | 0.08% | 0.1% | 108 | -1,440 | -19.35% | Q4 2025 | Feb 03, 2026 |
| COFG Advisors, LLC | History | New | 5,949 | 296 | 0.07% | — | 109 | +5,949 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,871 | 292 | 0.01% | 0.01% | 110 | -590 | -9.13% | Q4 2025 | Feb 06, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 5,780 | 288 | 0.24% | 0.24% | 111 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rothschild Wealth LLC | History | New | 4,913 | 244 | 0.02% | — | 112 | +4,913 | New | Q4 2025 | Feb 17, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,883 | 243 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,799 | 239 | 0.01% | 0.01% | 114 | +14 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Empower Advisory Group, LLC | History | New | 4,413 | 220 | 0.0% | — | 115 | +4,413 | New | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,422 | 220 | 0.01% | 0.01% | 116 | -4,051 | -47.81% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,532 | 176 | 0.01% | 0.01% | 117 | +231 | 7.0% | Q4 2025 | Jan 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,230 | 161 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 3,054 | 152 | 0.0% | — | 119 | +3,054 | New | Q4 2025 | Feb 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,700 | 134 | 0.07% | 0.45% | 120 | -12,660 | -82.42% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,649 | 82 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,481 | 73 | 0.0% | 0.0% | 122 | -186 | -11.16% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,058 | 52 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 934 | 46 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 830 | 41 | 0.0% | 0.0% | 125 | -111 | -11.8% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 758 | 37 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 700 | 34 | 0.0% | 0.0% | 127 | -19 | -2.64% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 555 | 27 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 511 | 25 | 0.01% | — | 129 | +511 | New | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | New | 350 | 17 | 0.0% | — | 131 | +350 | New | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 346 | 17 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | No change | 295 | 14 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 285 | 14 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 244 | 12 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 200 | 9 | 0.0% | — | 135 | +200 | New | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 121 | 6 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 41 | 2 | 0.0% | — | 137 | +41 | New | Q4 2025 | Feb 19, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -28,650 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,669 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,966 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -8,370 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -6,626 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,246 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,733 | -100.0% | Q3 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FMR LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |