Innovator ETFs Trust - KJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Compass Advisory Group LLC | History | No change | 618,790 | 28,235 | 6.71% | 6.71% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFS Partners, LLC | History | Reduced | 483,485 | 22,020 | 8.95% | 9.12% | 2 | -10,320 | -2.09% | Q3 2026 | Oct 21, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 482,098 | 21,957 | 8.57% | 8.97% | 3 | +5,761 | 1.21% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 263,670 | 12,031 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 222,144 | 10,117 | 0.61% | 0.7% | 5 | -2,387 | -1.06% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 202,067 | 9,203 | 0.01% | 0.01% | 6 | -20,477 | -9.2% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 156,948 | 7,161 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berkshire Money Management, Inc. | History | No change | 148,779 | 6,776 | 0.59% | 0.62% | 8 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 144,469 | 6,592 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 140,670 | 6,406 | 0.02% | 0.02% | 10 | +15,968 | 12.8% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 121,791 | 5,557 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 121,583 | 5,537 | 3.79% | 3.84% | 12 | +7,868 | 6.92% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 105,876 | 4,831 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 87,197 | 3,919 | 0.18% | 0.18% | 14 | -1,176 | -1.33% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 75,942 | 3,465 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 66,380 | 3,028 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 53,248 | 2,425 | 1.91% | 2.0% | 17 | +616 | 1.17% | Q3 2026 | Nov 03, 2026 |
| Sherry Group, Inc. | History | Added to | 50,721 | 2,310 | 2.17% | 0.29% | 18 | +41,436 | 446.27% | Q3 2026 | Oct 09, 2026 |
| Faithward Advisors, LLC | History | No change | 47,912 | 2,186 | 0.27% | 0.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,072 | 2,052 | 0.0% | 0.0% | 20 | -6,554 | -12.7% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 44,020 | 2,005 | 0.0% | 0.0% | 21 | -1,583 | -3.47% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,973 | 1,955 | 0.0% | 0.0% | 22 | -541 | -1.24% | Q3 2026 | Oct 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 42,494 | 1,939 | 0.46% | 0.46% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 36,622 | 1,667 | 0.03% | 0.03% | 24 | +154 | 0.42% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 36,081 | 1,643 | 0.47% | 0.48% | 25 | -359 | -0.99% | Q3 2026 | Oct 23, 2026 |
| Hofer & Associates. Inc | History | New | 36,048 | 1,641 | 1.14% | — | 27 | +36,048 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 36,048 | 1,641 | 1.14% | 1.19% | 26 | +661 | 1.87% | Q3 2026 | Oct 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,216 | 1,603 | 0.08% | 0.07% | 28 | +4,689 | 15.36% | Q3 2026 | Oct 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 33,829 | 1,540 | 0.03% | 0.03% | 29 | -152 | -0.45% | Q3 2026 | Oct 13, 2026 |
| JT Stratford LLC | History | No change | 33,510 | 1,529 | 0.17% | 0.17% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | Reduced | 33,245 | 1,514 | 0.29% | 0.31% | 31 | -9 | -0.03% | Q3 2026 | Oct 07, 2026 |
| JDM Financial Group LLC | History | No change | 30,561 | 1,394 | 0.48% | 0.48% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 30,059 | 1,371 | 0.07% | 0.07% | 33 | -131 | -0.43% | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 29,604 | 1,351 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,865 | 1,317 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSA Advisors, Inc. | History | No change | 27,961 | 1,275 | 0.58% | 0.58% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 27,654 | 1,261 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 27,433 | 1,251 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 26,902 | 1,225 | 0.15% | 0.15% | 39 | -49 | -0.18% | Q3 2026 | Oct 29, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 26,214 | 1,196 | 0.12% | 0.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 25,732 | 1,174 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Miller Financial Services LLC | History | Reduced | 25,453 | 1,159 | 0.88% | 0.95% | 42 | -350 | -1.36% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 23,935 | 1,092 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Reduced | 23,385 | 1,065 | 0.01% | 0.01% | 44 | -400 | -1.68% | Q3 2026 | Oct 22, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 22,585 | 1,030 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 22,457 | 1,024 | 0.22% | 0.22% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,575 | 984 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 20,530 | 932 | 0.45% | 0.47% | 48 | +13 | 0.06% | Q3 2026 | Oct 27, 2026 |
| Crown Wealth Group, LLC | History | No change | 18,762 | 854 | 0.21% | 0.22% | 49 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Advisor OS, LLC | History | Reduced | 18,552 | 844 | 0.06% | 0.06% | 50 | -2,284 | -10.96% | Q3 2026 | Nov 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 18,310 | 835 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 17,864 | 815 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,550 | 755 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,088 | 734 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,609 | 712 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,636 | 667 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | History | No change | 14,998 | 645 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,584 | 618 | 0.04% | 0.04% | 58 | +23 | 0.17% | Q3 2026 | Oct 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,928 | 589 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | New | 12,489 | 568 | 0.39% | — | 60 | +12,489 | New | Q3 2026 | Oct 30, 2026 |
| BIP Wealth, LLC | History | Reduced | 12,452 | 567 | 0.02% | 0.02% | 61 | -41 | -0.33% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | No change | 12,274 | 560 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | No change | 12,235 | 557 | 0.22% | 0.23% | 63 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GWN SECURITIES INC. | History | No change | 12,046 | 549 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,908 | 543 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First City Capital Management, Inc. | History | No change | 11,670 | 531 | 0.26% | 0.26% | 66 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Diligent Investors, LLC | History | No change | 11,524 | 524 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 11,419 | 520 | 0.05% | 0.04% | 68 | +670 | 6.23% | Q3 2026 | Oct 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 11,144 | 508 | 0.29% | 0.29% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | Reduced | 10,888 | 495 | 0.02% | 0.02% | 70 | -138 | -1.25% | Q3 2026 | Oct 29, 2026 |
| Visionary Wealth Advisors | History | No change | 10,672 | 486 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,630 | 484 | 0.03% | 0.03% | 72 | -100 | -0.93% | Q3 2026 | Oct 29, 2026 |
| Global Trust Wealth Management LLC | History | No change | 10,300 | 469 | 0.34% | 0.32% | 73 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,840 | 448 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 9,589 | 436 | 0.16% | 0.19% | 75 | -1,554 | -13.95% | Q3 2026 | Oct 26, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,224 | 420 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,055 | 412 | 0.02% | 0.02% | 77 | +400 | 4.62% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 8,986 | 410 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrustBank | History | No change | 8,705 | 396 | 0.12% | 0.13% | 79 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,488 | 387 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 8,345 | 380 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RED REEF ADVISORS LLC | History | No change | 8,240 | 375 | 0.35% | 0.35% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1776 Wealth LLC | History | No change | 7,985 | 364 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 7,933 | 361 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 7,798 | 355 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,445 | 339 | 0.0% | 0.01% | 87 | -2,020 | -21.34% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,448 | 339 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 7,357 | 335 | 0.2% | 0.21% | 88 | -152 | -2.02% | Q3 2026 | Oct 16, 2026 |
| Grantvest Financial Group LLC | History | No change | 7,277 | 331 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ODonnell Financial Services, LLC | History | No change | 7,240 | 330 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 7,173 | 326 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Vantage Point Financial LLC | History | No change | 7,070 | 322 | 0.1% | 0.1% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,997 | 319 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 7,005 | 319 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 6,940 | 316 | 0.08% | 0.09% | 95 | -1,307 | -15.85% | Q3 2026 | Nov 02, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 6,870 | 312 | 0.02% | 0.02% | 96 | -5 | -0.07% | Q3 2026 | Oct 01, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,559 | 299 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 6,484 | 291 | 0.04% | 0.04% | 98 | -80 | -1.22% | Q3 2026 | Oct 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,281 | 286 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,135 | 279 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AE Wealth Management LLC | History | No change | 6,108 | 278 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Reduced | 5,965 | 271 | 0.01% | 0.01% | 102 | -1 | -0.02% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 5,773 | 262 | 0.0% | 0.0% | 103 | +500 | 9.48% | Q3 2026 | Nov 02, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 5,723 | 261 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,273 | 240 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,200 | 237 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,188 | 236 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Berger Financial Group, Inc | History | No change | 4,993 | 227 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 4,983 | 226 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 4,857 | 221 | 0.11% | 0.14% | 110 | -1,349 | -21.74% | Q3 2026 | Oct 29, 2026 |
| BCS Wealth Management | History | No change | 4,658 | 212 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,627 | 210 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,600 | 209 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,476 | 203 | 0.2% | 0.21% | 114 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 4,436 | 202 | 0.13% | 0.15% | 115 | -450 | -9.21% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,753 | 125 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,702 | 122 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 2,000 | 91 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Independence Bank of Kentucky | History | New | 1,355 | 61 | 0.01% | — | 119 | +1,355 | New | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,039 | 47 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 978 | 44 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Highland Investment Advisors LLC | History | No change | 850 | 38 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 825 | 37 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 770 | 35 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 680 | 31 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 528 | 24 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 22 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | No change | 450 | 20 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 416 | 18 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFS Advisors, LLC | History | New | 335 | 15 | 0.0% | — | 130 | +335 | New | Q3 2026 | Oct 14, 2026 |
| William Mack & Associates, Inc. | History | New | 330 | 15 | 0.0% | — | 131 | +330 | New | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 300 | 13 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MORGAN STANLEY | History | No change | 254 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WHITTIER TRUST CO | History | No change | 200 | 9 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 161 | 7 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 161 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 147 | 6 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | No change | 113 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | No change | 84 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Liberty Atlantic Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,993 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Todd Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,389 | -100.0% | Q3 2026 | Oct 19, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,177 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,750 | -100.0% | Q3 2026 | Oct 21, 2026 |