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 | 1,948,392 | 102,641 | 0.02% | 0.02% | 1 | +281,494 | 16.89% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,175,856 | 61,944 | 0.01% | 0.02% | 2 | +23,914 | 2.08% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | Added to | 658,695 | 34,700 | 0.03% | 0.03% | 3 | +27,383 | 4.34% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 568,582 | 29,952 | 0.04% | 0.02% | 4 | +312,913 | 122.39% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 534,402 | 28,152 | 0.34% | 0.35% | 5 | +14,021 | 2.69% | Q2 2026 | Aug 18, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 410,619 | 21,631 | 5.21% | 5.36% | 6 | +12,375 | 3.11% | Q2 2026 | Jul 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 399,153 | 21,027 | 8.82% | 8.55% | 7 | +22,386 | 5.94% | Q2 2026 | Aug 05, 2026 |
| LifeWealth Investments, LLC | History | Added to | 371,319 | 19,561 | 5.23% | 4.97% | 8 | +34,442 | 10.22% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 357,980 | 18,858 | 0.04% | 0.04% | 9 | +4,762 | 1.35% | Q2 2026 | Aug 05, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 347,147 | 18,318 | 8.55% | 8.19% | 10 | +22,016 | 6.77% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 279,901 | 14,745 | 0.0% | 0.0% | 11 | +29,333 | 11.71% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 261,085 | 13,753 | 0.0% | — | 12 | +261,085 | New | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 246,563 | 12,988 | 0.24% | 0.25% | 13 | +14,476 | 6.24% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 245,663 | 12,941 | 5.55% | 5.57% | 14 | +5,669 | 2.36% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 224,575 | 11,830 | 0.01% | 0.02% | 15 | +3,145 | 1.42% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 206,416 | 10,873 | 0.01% | 0.01% | 16 | +16,334 | 8.59% | Q2 2026 | Aug 05, 2026 |
| Quadcap Wealth Management, LLC | History | New | 200,096 | 10,541 | 1.02% | — | 17 | +200,096 | New | Q2 2026 | Jul 31, 2026 |
| Buska Wealth Management, LLC | History | Added to | 196,837 | 10,369 | 3.74% | 3.79% | 18 | +5,957 | 3.12% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 185,124 | 9,752 | 0.03% | 0.03% | 19 | +25,866 | 16.24% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 177,621 | 9,357 | 0.02% | 0.02% | 20 | -5,830 | -3.18% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 155,941 | 8,214 | 0.11% | 0.13% | 21 | -8,175 | -4.98% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | Added to | 152,508 | 8,032 | 0.13% | 0.12% | 22 | +461 | 0.3% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 139,152 | 7,330 | 0.83% | 0.88% | 23 | +885 | 0.64% | Q2 2026 | Jul 22, 2026 |
| GWN SECURITIES INC. | History | Added to | 133,359 | 7,025 | 1.17% | 1.24% | 24 | +1,962 | 1.49% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 121,964 | 6,425 | 0.62% | 0.62% | 25 | +7,615 | 6.66% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 118,738 | 6,255 | 0.03% | 0.03% | 26 | +17,566 | 17.36% | Q2 2026 | Aug 18, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 110,011 | 5,795 | 1.16% | 1.24% | 27 | +4,664 | 4.43% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 109,605 | 5,773 | 0.01% | 0.01% | 28 | +21,109 | 23.85% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 101,355 | 5,339 | 0.09% | 0.1% | 29 | -8,251 | -7.53% | Q2 2026 | Aug 10, 2026 |
| Seros Financial, LLC | History | Added to | 95,381 | 5,024 | 2.62% | 2.88% | 30 | +3,700 | 4.04% | Q2 2026 | Aug 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 88,802 | 4,678 | 0.85% | 1.07% | 32 | -9,382 | -9.56% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 88,808 | 4,678 | 0.03% | 0.03% | 31 | +637 | 0.72% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 79,875 | 4,207 | 0.09% | 0.08% | 33 | +10,585 | 15.28% | Q2 2026 | Aug 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 76,934 | 4,052 | 2.23% | 2.36% | 34 | +1,980 | 2.64% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 57,170 | 3,011 | 0.12% | 0.14% | 35 | -6,315 | -9.95% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 55,939 | 2,946 | 0.05% | — | 36 | +55,939 | New | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 51,821 | 2,729 | 0.0% | 0.0% | 37 | -8,565 | -14.18% | Q2 2026 | Aug 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 50,738 | 2,672 | 0.05% | 0.05% | 38 | -1,998 | -3.79% | Q2 2026 | Jul 09, 2026 |
| Southland Equity Partners LLC | History | No change | 50,291 | 2,649 | 0.46% | 0.48% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 49,472 | 2,606 | 0.03% | 0.03% | 40 | -4,559 | -8.44% | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 49,308 | 2,597 | 0.33% | 0.37% | 41 | -4,059 | -7.61% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | New | 48,018 | 2,530 | 0.06% | — | 42 | +48,018 | New | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 47,933 | 2,525 | 0.05% | 0.01% | 43 | +37,172 | 345.43% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 47,246 | 2,488 | 0.66% | 0.65% | 44 | +3,129 | 7.09% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 46,348 | 2,441 | 0.03% | 0.03% | 45 | +2,325 | 5.28% | Q2 2026 | Aug 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 43,934 | 2,314 | 0.36% | 0.41% | 46 | -766 | -1.71% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,868 | 2,310 | 0.0% | 0.0% | 47 | +27,038 | 160.65% | Q2 2026 | Sep 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 43,040 | 2,267 | 0.07% | 0.08% | 48 | +45 | 0.1% | Q2 2026 | Jul 09, 2026 |
| Diligent Investors, LLC | History | Added to | 41,524 | 2,187 | 0.49% | 0.51% | 49 | +6 | 0.01% | Q2 2026 | Jul 24, 2026 |
| JDM Financial Group LLC | History | Added to | 41,001 | 2,159 | 0.74% | 0.77% | 50 | +634 | 1.57% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 40,475 | 2,132 | 0.02% | 0.03% | 51 | -21,308 | -34.49% | Q2 2026 | Aug 11, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 39,917 | 2,102 | 0.25% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 38,381 | 2,021 | 1.4% | 1.41% | 53 | +296 | 0.78% | Q2 2026 | Aug 07, 2026 |
| City Center Advisors, LLC | History | Added to | 36,992 | 1,948 | 1.58% | 1.45% | 54 | +5,187 | 16.31% | Q2 2026 | Jul 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 36,102 | 1,901 | 1.93% | 1.96% | 55 | -2,657 | -6.86% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,894 | 1,890 | 0.02% | 0.02% | 56 | +2,104 | 6.23% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 34,162 | 1,799 | 0.02% | 0.03% | 57 | -14,024 | -29.1% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 34,009 | 1,791 | 0.18% | 0.18% | 58 | -31,711 | -48.25% | Q2 2026 | Jul 16, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 32,439 | 1,708 | 0.1% | 0.12% | 59 | -5,037 | -13.44% | Q2 2026 | Jul 31, 2026 |
| Diversify Advisory Services, LLC | History | New | 31,232 | 1,644 | 0.03% | — | 61 | +31,232 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 31,232 | 1,644 | 0.03% | 0.03% | 60 | -66 | -0.21% | Q2 2026 | Jul 29, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 31,185 | 1,642 | 0.64% | 0.78% | 62 | -2,598 | -7.69% | Q2 2026 | Aug 10, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 28,244 | 1,487 | 1.27% | 1.34% | 63 | +673 | 2.44% | Q2 2026 | Jul 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 27,986 | 1,474 | 0.09% | 0.09% | 64 | -273 | -0.97% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 27,181 | 1,432 | 0.38% | 0.42% | 65 | -146 | -0.53% | Q2 2026 | Jul 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,043 | 1,424 | 0.07% | 0.06% | 66 | +8,139 | 43.05% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,698 | 1,406 | 0.01% | 0.01% | 67 | +4,586 | 20.74% | Q2 2026 | Aug 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 25,455 | 1,340 | 0.48% | 0.37% | 68 | +8,581 | 50.85% | Q2 2026 | Aug 11, 2026 |
| TOP Private Wealth LLC. | History | New | 25,345 | 1,335 | 1.28% | — | 69 | +25,345 | New | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,106 | 1,217 | 0.01% | 0.0% | 70 | +2,432 | 11.76% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | New | 22,757 | 1,198 | 0.01% | — | 71 | +22,757 | New | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 22,384 | 1,179 | 0.03% | 0.04% | 72 | +1,110 | 5.22% | Q2 2026 | Jul 06, 2026 |
| Applied Capital LLC | History | Added to | 21,522 | 1,133 | 0.37% | 0.33% | 73 | +3,703 | 20.78% | Q2 2026 | Jul 21, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 21,512 | 1,133 | 1.01% | 1.13% | 74 | -1,878 | -8.03% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,493 | 1,132 | 0.0% | 0.0% | 75 | +908 | 4.41% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 21,036 | 1,108 | 0.22% | 0.19% | 76 | +4,099 | 24.2% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,815 | 1,102 | 0.0% | 0.0% | 77 | -182 | -0.87% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | New | 20,913 | 1,101 | 0.01% | — | 78 | +20,913 | New | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,703 | 1,090 | 0.01% | 0.0% | 79 | +1,116 | 5.7% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,628 | 1,086 | 0.0% | 0.0% | 80 | +194 | 0.95% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,162 | 1,062 | 0.02% | 0.01% | 81 | +1,484 | 7.95% | Q2 2026 | Jul 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 19,003 | 1,001 | 0.06% | 0.06% | 82 | +2,568 | 15.63% | Q2 2026 | Aug 11, 2026 |
| Weaver Consulting Group | History | No change | 18,999 | 1,000 | 0.21% | 0.22% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 18,507 | 974 | 0.41% | 0.36% | 84 | +2,830 | 18.05% | Q2 2026 | Jul 16, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,436 | 971 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 18,403 | 969 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 17,931 | 944 | 0.0% | 0.0% | 87 | -2,275 | -11.26% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 16,612 | 875 | 0.03% | 2.35% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 15,836 | 834 | 0.5% | 0.58% | 89 | -3,336 | -17.4% | Q2 2026 | Jul 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 15,688 | 826 | 0.03% | 0.03% | 90 | -2,620 | -14.31% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,488 | 815 | 0.04% | 0.04% | 91 | +200 | 1.31% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | New | 15,205 | 800 | 0.01% | — | 92 | +15,205 | New | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 15,031 | 791 | 0.01% | — | 93 | +15,031 | New | Q2 2026 | Jul 21, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 13,475 | 709 | 0.3% | 0.28% | 94 | +1,223 | 9.98% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | Reduced | 13,177 | 694 | 0.01% | 0.02% | 95 | -13,901 | -51.34% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 13,051 | 688 | 0.05% | 0.05% | 96 | +254 | 1.98% | Q2 2026 | Jul 29, 2026 |
| Keeler Thomas Management LLC | History | New | 12,941 | 681 | 0.24% | — | 97 | +12,941 | New | Q2 2026 | Jul 29, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 12,671 | 667 | 0.44% | 0.43% | 98 | +550 | 4.54% | Q2 2026 | Aug 05, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 11,187 | 589 | 0.39% | 0.6% | 99 | -4,532 | -28.83% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 10,761 | 566 | 0.03% | 0.03% | 100 | -142 | -1.3% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | No change | 10,629 | 559 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 10,326 | 543 | 0.88% | 1.84% | 102 | -31,697 | -75.43% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,775 | 514 | 0.0% | 0.0% | 103 | -57 | -0.58% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,722 | 512 | 0.0% | 0.0% | 104 | -7,247 | -42.71% | Q2 2026 | Aug 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 9,695 | 510 | 0.11% | 0.12% | 105 | -195 | -1.97% | Q2 2026 | Jul 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 9,191 | 484 | 0.02% | 0.02% | 106 | +775 | 9.21% | Q2 2026 | Aug 04, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 9,184 | 483 | 0.05% | 0.03% | 107 | +4,342 | 89.67% | Q2 2026 | Jul 29, 2026 |
| Bellwether Advisors, LLC | History | Added to | 8,587 | 452 | 0.07% | 0.07% | 108 | +191 | 2.27% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | New | 7,967 | 419 | 0.0% | — | 109 | +7,967 | New | Q2 2026 | Jul 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,849 | 413 | 0.03% | 0.03% | 110 | -1,234 | -13.59% | Q2 2026 | Jul 27, 2026 |
| Advisor Resource Council | History | Reduced | 7,778 | 409 | 0.12% | 0.15% | 111 | -1,585 | -16.93% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,440 | 391 | 0.01% | 0.01% | 112 | +798 | 12.01% | Q2 2026 | Jul 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 7,275 | 383 | 0.03% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,953 | 366 | 0.2% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 6,919 | 364 | 0.03% | 0.04% | 115 | -2,015 | -22.55% | Q2 2026 | Jul 20, 2026 |
| Harvest Investment Services, LLC | History | No change | 6,900 | 363 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | Added to | 6,649 | 350 | 0.06% | 0.08% | 117 | +200 | 3.1% | Q2 2026 | Aug 14, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,460 | 340 | 0.24% | 0.27% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6,306 | 332 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triton Financial Group Inc | History | Reduced | 6,131 | 322 | 0.19% | 1.12% | 120 | -6,805 | -52.61% | Q2 2026 | Aug 17, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 5,668 | 298 | 0.22% | 0.23% | 121 | -70 | -1.22% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | New | 5,416 | 285 | 0.0% | — | 122 | +5,416 | New | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 5,381 | 283 | 0.0% | 0.01% | 123 | -13,367 | -71.3% | Q2 2026 | Jul 28, 2026 |
| Capital Square, LLC | History | No change | 4,852 | 257 | 0.11% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,823 | 254 | 0.01% | 0.01% | 125 | +51 | 1.07% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | New | 4,760 | 250 | 0.01% | — | 126 | +4,760 | New | Q2 2026 | Jul 27, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 4,572 | 240 | 0.09% | 0.05% | 127 | +1,999 | 77.69% | Q2 2026 | Aug 21, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 4,552 | 239 | 0.0% | 0.01% | 128 | -2,522 | -35.65% | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 4,530 | 238 | 0.01% | 0.01% | 129 | +331 | 7.88% | Q2 2026 | Aug 11, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,413 | 232 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,327 | 227 | 0.0% | 0.0% | 131 | +3 | 0.07% | Q2 2026 | Aug 14, 2026 |
| Arlington Capital Management, Inc. | History | New | 4,166 | 219 | 0.14% | — | 132 | +4,166 | New | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,545 | 186 | 0.0% | 0.0% | 133 | -1,188 | -25.1% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,505 | 184 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,230 | 170 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Added to | 3,183 | 167 | 0.0% | 0.0% | 136 | +129 | 4.22% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,700 | 142 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | Reduced | 2,339 | 123 | 0.12% | 0.24% | 138 | -1,249 | -34.81% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 2,311 | 121 | 0.0% | 0.0% | 139 | +2,016 | 683.39% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,145 | 112 | 0.0% | 0.0% | 140 | -1,159 | -35.08% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,730 | 91 | 0.04% | — | 141 | +1,730 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,536 | 80 | 0.0% | 0.0% | 142 | +98 | 6.82% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,435 | 75 | 0.0% | 0.0% | 143 | -14 | -0.97% | Q2 2026 | Aug 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,054 | 55 | 0.01% | 0.01% | 144 | -595 | -36.08% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,058 | 55 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regatta Research & Money Management | History | New | 1,015 | 53 | 0.05% | — | 146 | +1,015 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 934 | 49 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 750 | 39 | 0.02% | — | 149 | +750 | New | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 758 | 39 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 700 | 36 | 0.0% | — | 150 | +700 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 664 | 34 | 0.0% | 0.0% | 151 | +576 | 654.55% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 555 | 29 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 516 | 27 | 0.0% | — | 153 | +516 | New | Q2 2026 | Aug 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 511 | 26 | 0.01% | — | 154 | +511 | New | Q2 2026 | Jul 08, 2026 |
| Orion Capital Management LLC | History | New | 478 | 25 | 0.01% | — | 155 | +478 | New | Q2 2026 | Aug 17, 2026 |
| CWM, LLC | History | No change | 346 | 17 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GGM Financial LLC | History | Reduced | 297 | 15 | 0.01% | 12.47% | 158 | -548,061 | -99.95% | Q2 2026 | Jul 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 285 | 15 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IAG Wealth Partners, LLC | History | No change | 250 | 13 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 244 | 12 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 120 | 6 | 0.0% | 0.0% | 161 | +60 | 100.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | Reduced | 119 | 6 | 0.0% | 0.0% | 162 | -2 | -1.65% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 48 | 2 | 0.0% | 0.01% | 163 | -1,198 | -96.15% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 164 | -5 | -8.33% | Q2 2026 | Jul 29, 2026 |
| Gleason Group, Inc. | History | New | 21 | 1 | 0.0% | — | 165 | +21 | New | Q2 2026 | Jul 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -31,426 | -100.0% | Q2 2026 | Jul 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,620 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,224 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,235 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,800 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,384 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,578 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,432 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -944 | -100.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q2 2026 | Aug 14, 2026 |