Innovator ETFs Trust - PAPR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,363,489 | 94,066 | 0.03% | 0.03% | 1 | -36,074 | -1.5% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,723,441 | 72,729 | 0.56% | 0.79% | 2 | +40,233 | 2.39% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | New | 806,553 | 34,036 | 0.14% | — | 3 | +806,553 | New | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 711,850 | 30,039 | 0.04% | 0.03% | 4 | +127,960 | 21.92% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 438,313 | 18,496 | 0.02% | 0.02% | 5 | -20,583 | -4.49% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 423,425 | 17,868 | 0.0% | 0.0% | 6 | +124,202 | 41.51% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 387,680 | 16,360 | 0.0% | 0.0% | 7 | +72,943 | 23.18% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 384,554 | 16,228 | 0.0% | 0.0% | 8 | +24,488 | 6.8% | Q2 2026 | Sep 23, 2026 |
| Composition Wealth, LLC | History | Reduced | 383,208 | 16,171 | 0.19% | 0.23% | 9 | -32,553 | -7.83% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 351,283 | 14,824 | 0.04% | 0.03% | 10 | +98,944 | 39.21% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 327,187 | 13,807 | 0.04% | 0.02% | 11 | +178,279 | 119.72% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 305,565 | 12,895 | 0.02% | 0.03% | 12 | +2,300 | 0.76% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 304,503 | 12,850 | 0.01% | 0.01% | 13 | +32,645 | 12.01% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 279,841 | 11,809 | 0.01% | 0.01% | 14 | +4,899 | 1.78% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 272,486 | 11,550 | 0.02% | 0.02% | 15 | +22,231 | 8.88% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 260,839 | 11,007 | 0.01% | 0.02% | 16 | -52,176 | -16.67% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 254,093 | 10,723 | 0.02% | 0.03% | 17 | +609 | 0.24% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 262,741 | 10,457 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 237,192 | 10,009 | 0.08% | 0.07% | 19 | +42,025 | 21.53% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 235,808 | 9,951 | 0.93% | 1.06% | 20 | -119 | -0.05% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 226,793 | 9,570 | 0.04% | 0.05% | 21 | +7,018 | 3.19% | Q2 2026 | Aug 18, 2026 |
| Bellwether Advisors, LLC | History | Added to | 218,580 | 9,224 | 1.37% | 1.43% | 22 | +7,153 | 3.38% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 211,374 | 8,919 | 1.56% | 1.64% | 23 | -399 | -0.19% | Q2 2026 | Jul 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 209,705 | 8,849 | 4.12% | 4.52% | 24 | -346 | -0.16% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | New | 200,003 | 8,440 | 0.01% | — | 25 | +200,003 | New | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 198,247 | 8,366 | 1.01% | 1.16% | 26 | -8,257 | -4.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 183,356 | 7,737 | 0.02% | 0.01% | 27 | +61,188 | 50.09% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 177,922 | 7,583 | 0.45% | 0.54% | 28 | +5,879 | 3.42% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 176,095 | 7,431 | 0.45% | 0.52% | 29 | -6,037 | -3.31% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | Reduced | 149,313 | 6,301 | 0.06% | 0.07% | 30 | -4,724 | -3.07% | Q2 2026 | Jul 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 144,267 | 6,088 | 1.61% | 1.65% | 31 | -225 | -0.16% | Q2 2026 | Aug 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 130,366 | 5,501 | 0.01% | 0.01% | 32 | -13,810 | -9.58% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 126,529 | 5,339 | 0.27% | 0.36% | 33 | -4,360 | -3.33% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 126,494 | 5,338 | 0.62% | 0.69% | 34 | -4,395 | -3.36% | Q2 2026 | Sep 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 125,832 | 5,310 | 0.42% | 0.46% | 35 | -2,812 | -2.19% | Q2 2026 | Aug 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 123,864 | 5,227 | 1.31% | 1.41% | 36 | -4,038 | -3.16% | Q2 2026 | Jul 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 121,679 | 5,134 | 0.09% | 0.1% | 37 | -11,689 | -8.76% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 114,078 | 4,814 | 0.14% | 0.15% | 38 | +7,010 | 6.55% | Q2 2026 | Jul 06, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 110,081 | 4,645 | 2.17% | 2.2% | 39 | -2,425 | -2.16% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 107,446 | 4,534 | 0.0% | — | 40 | +107,446 | New | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 105,354 | 4,445 | 2.05% | 1.34% | 41 | +40,983 | 63.67% | Q2 2026 | Jul 29, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 101,843 | 4,297 | 1.84% | 1.9% | 42 | +378 | 0.37% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 93,359 | 3,939 | 0.2% | 0.19% | 43 | +10,967 | 13.31% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 86,435 | 3,647 | 0.48% | 0.53% | 44 | +3,824 | 4.63% | Q2 2026 | Aug 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 85,805 | 3,620 | 0.41% | 0.36% | 45 | +14,832 | 20.9% | Q2 2026 | Jul 22, 2026 |
| WPWealth LLP | History | Reduced | 82,889 | 3,497 | 0.52% | 0.71% | 46 | -34,524 | -29.4% | Q2 2026 | Aug 10, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 81,818 | 3,452 | 0.74% | 0.87% | 47 | -7,185 | -8.07% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 80,214 | 3,385 | 0.03% | 0.03% | 48 | +9,922 | 14.12% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,245 | 3,259 | 0.04% | 0.05% | 49 | +2,482 | 3.32% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 76,979 | 3,248 | 0.37% | 0.4% | 50 | -610 | -0.79% | Q2 2026 | Jul 24, 2026 |
| Advisory Alpha, LLC | History | Added to | 75,972 | 3,206 | 0.08% | 0.05% | 51 | +26,379 | 53.19% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | Reduced | 77,018 | 3,186 | 0.05% | 0.05% | 52 | -4,121 | -5.08% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 72,748 | 3,069 | 0.01% | 0.02% | 53 | +2,920 | 4.18% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 70,778 | 2,986 | 0.66% | 0.7% | 54 | -405 | -0.57% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | Added to | 69,598 | 2,937 | 0.0% | 0.0% | 55 | +19,080 | 37.77% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 65,322 | 2,756 | 0.06% | 0.06% | 56 | +5,088 | 8.45% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 62,506 | 2,637 | 0.12% | 0.13% | 57 | -180 | -0.29% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 58,495 | 2,468 | 0.25% | — | 58 | +58,495 | New | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 57,384 | 2,421 | 0.42% | 0.56% | 59 | -9 | -0.02% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | Reduced | 53,683 | 2,265 | 0.73% | 0.74% | 60 | -120 | -0.22% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | New | 52,282 | 2,206 | 0.07% | — | 61 | +52,282 | New | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 52,007 | 2,194 | 0.01% | 0.01% | 62 | +4,601 | 9.71% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 51,807 | 2,186 | 0.08% | 0.06% | 63 | +19,349 | 59.61% | Q2 2026 | Aug 17, 2026 |
| Trek Financial, LLC | History | Added to | 50,558 | 2,133 | 0.11% | 0.1% | 64 | +5,076 | 11.16% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 50,358 | 2,125 | 0.01% | 0.01% | 65 | +3,207 | 6.8% | Q2 2026 | Aug 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 49,288 | 2,079 | 1.63% | 1.25% | 66 | +14,465 | 41.54% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 47,555 | 2,006 | 0.01% | 0.01% | 67 | +22,309 | 88.37% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 47,517 | 2,005 | 0.02% | 0.02% | 68 | +3,674 | 8.38% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 45,967 | 1,939 | 0.02% | 0.02% | 69 | -1,418 | -2.99% | Q2 2026 | Jul 28, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 45,918 | 1,937 | 1.43% | 1.79% | 70 | -583 | -1.25% | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | Reduced | 45,522 | 1,921 | 0.35% | 0.37% | 71 | -456 | -0.99% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 44,745 | 1,888 | 0.04% | 0.04% | 72 | +2,644 | 6.28% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 42,625 | 1,798 | 0.0% | 0.0% | 73 | +876 | 2.1% | Q2 2026 | Aug 13, 2026 |
| SFMG, LLC | History | Reduced | 42,481 | 1,792 | 0.11% | 0.13% | 74 | -4,814 | -10.18% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 40,387 | 1,704 | 0.02% | 0.02% | 75 | -525 | -1.28% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 40,364 | 1,703 | 0.0% | 0.0% | 76 | +4,474 | 12.47% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 38,697 | 1,633 | 0.02% | 0.03% | 77 | -374 | -0.96% | Q2 2026 | Jul 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 38,341 | 1,617 | 0.17% | 0.16% | 78 | -33,345 | -46.52% | Q2 2026 | Jul 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 37,588 | 1,586 | 0.16% | 0.17% | 79 | -220 | -0.58% | Q2 2026 | Jul 27, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 36,535 | 1,541 | 0.55% | 0.57% | 80 | -100 | -0.27% | Q2 2026 | Jul 09, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 34,109 | 1,438 | 0.28% | 0.3% | 81 | -470 | -1.36% | Q2 2026 | Jul 07, 2026 |
| Chris Bulman Inc | History | Added to | 34,050 | 1,436 | 0.52% | 0.58% | 82 | +977 | 2.95% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | Added to | 33,042 | 1,394 | 0.01% | 0.01% | 83 | +6,407 | 24.05% | Q2 2026 | Aug 03, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 32,871 | 1,387 | 1.02% | 1.07% | 84 | +290 | 0.89% | Q2 2026 | Jul 28, 2026 |
| Dakota Wealth Management | History | Added to | 32,800 | 1,384 | 0.03% | 0.01% | 85 | +19,699 | 150.36% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 32,756 | 1,382 | 0.4% | 0.45% | 86 | -1,150 | -3.39% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Reduced | 32,416 | 1,367 | 0.02% | 0.02% | 87 | -718 | -2.17% | Q2 2026 | Aug 12, 2026 |
| Vantage Point Financial LLC | History | Added to | 31,656 | 1,335 | 0.41% | 0.34% | 88 | +7,592 | 31.55% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 31,246 | 1,318 | 0.06% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 31,058 | 1,310 | 0.01% | 0.01% | 90 | +10,742 | 52.87% | Q2 2026 | Jul 27, 2026 |
| Straight Path Wealth Management | History | Added to | 31,026 | 1,309 | 0.31% | 0.32% | 91 | +449 | 1.47% | Q2 2026 | Jul 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 30,475 | 1,286 | 0.15% | 0.12% | 93 | +7,540 | 32.88% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 30,478 | 1,286 | 0.02% | 0.02% | 92 | -1,538 | -4.8% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 30,174 | 1,273 | 0.0% | 0.0% | 94 | +22,253 | 280.94% | Q2 2026 | Sep 02, 2026 |
| Spire Wealth Management | History | Reduced | 29,166 | 1,230 | 0.04% | 0.04% | 95 | -155 | -0.53% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 28,373 | 1,197 | 0.01% | 0.01% | 96 | -269 | -0.94% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 27,838 | 1,182 | 0.6% | 0.64% | 97 | +197 | 0.71% | Q2 2026 | Jul 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 28,004 | 1,181 | 0.06% | 0.06% | 98 | +924 | 3.41% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 27,713 | 1,169 | 0.02% | 0.02% | 99 | +651 | 2.41% | Q2 2026 | Jul 20, 2026 |
| Weaver Consulting Group | History | Added to | 25,218 | 1,064 | 0.22% | 0.21% | 100 | +3,075 | 13.89% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | New | 24,969 | 1,053 | 0.02% | — | 101 | +24,969 | New | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 24,739 | 1,043 | 0.08% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSA Advisors, Inc. | History | Reduced | 24,392 | 1,029 | 0.47% | 0.69% | 103 | -1,835 | -7.0% | Q2 2026 | Aug 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 24,357 | 1,027 | 0.03% | 0.03% | 104 | +4,474 | 22.5% | Q2 2026 | Jul 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 23,865 | 1,007 | 0.13% | 0.14% | 105 | -1,022 | -4.11% | Q2 2026 | Aug 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 23,617 | 996 | 0.08% | 0.09% | 106 | +999 | 4.42% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | Added to | 22,801 | 962 | 0.03% | 0.03% | 107 | +999 | 4.58% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 22,562 | 952 | 0.01% | 0.01% | 108 | -341 | -1.49% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 21,914 | 924 | 0.72% | 0.76% | 109 | +184 | 0.85% | Q2 2026 | Jul 24, 2026 |
| Encompass More Asset Management | History | Added to | 21,638 | 913 | 0.13% | 0.13% | 110 | +2,385 | 12.39% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | Added to | 21,505 | 907 | 0.01% | 0.01% | 111 | +14,104 | 190.57% | Q2 2026 | Aug 10, 2026 |
| Phoenix Financial Ltd. | History | Added to | 21,250 | 896 | 0.01% | 0.01% | 112 | +3,380 | 18.91% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 20,721 | 874 | 0.01% | 0.01% | 113 | -2,962 | -12.51% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 20,200 | 852 | 0.01% | 0.01% | 114 | -152 | -0.75% | Q2 2026 | Aug 10, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 20,056 | 846 | 0.18% | 0.19% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,551 | 825 | 0.01% | 0.0% | 116 | +11,434 | 140.86% | Q2 2026 | Aug 04, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 19,204 | 814 | 0.29% | 0.3% | 117 | +587 | 3.15% | Q2 2026 | Jul 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 18,897 | 797 | 0.19% | 0.13% | 118 | +6,908 | 57.62% | Q2 2026 | Aug 13, 2026 |
| City Center Advisors, LLC | History | Reduced | 18,805 | 793 | 0.64% | 0.71% | 119 | -577 | -2.98% | Q2 2026 | Jul 06, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 18,676 | 788 | 0.53% | 0.56% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 18,544 | 782 | 0.11% | 0.12% | 121 | +83 | 0.45% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 18,510 | 781 | 0.01% | 0.02% | 122 | -333 | -1.77% | Q2 2026 | Jul 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 18,286 | 771 | 0.32% | 0.39% | 123 | -2,898 | -13.68% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 18,117 | 764 | 0.07% | 0.08% | 124 | +330 | 1.86% | Q2 2026 | Aug 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 17,967 | 758 | 0.35% | 0.19% | 125 | +8,573 | 91.26% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 17,943 | 757 | 0.04% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Helium Advisors LLC | History | No change | 17,692 | 746 | 0.62% | 0.67% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Assets Advisory, LLC | History | No change | 17,398 | 734 | 0.16% | 0.2% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 16,869 | 711 | 0.41% | 0.48% | 130 | -1,557 | -8.45% | Q2 2026 | Jul 21, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 16,851 | 711 | 0.18% | 0.18% | 129 | -71 | -0.42% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 16,530 | 697 | 0.01% | — | 131 | +16,530 | New | Q2 2026 | Aug 06, 2026 |
| Ponta Wealth Partners, LLC | History | New | 16,385 | 691 | 0.37% | — | 132 | +16,385 | New | Q2 2026 | Aug 12, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 16,054 | 677 | 0.13% | 0.12% | 133 | -87 | -0.54% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 15,965 | 673 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 15,879 | 670 | 0.06% | 0.07% | 135 | -1,203 | -7.04% | Q2 2026 | Jul 16, 2026 |
| Schulz Wealth, LTD. | History | New | 15,515 | 654 | 0.34% | — | 136 | +15,515 | New | Q2 2026 | Aug 26, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,450 | 651 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TrustBank | History | Added to | 14,797 | 624 | 0.21% | 0.22% | 139 | +279 | 1.92% | Q2 2026 | Jul 20, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 14,792 | 624 | 0.45% | 0.5% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 14,550 | 613 | 0.08% | 0.05% | 140 | +7,164 | 96.99% | Q2 2026 | Aug 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 14,488 | 611 | 0.15% | 0.18% | 141 | -2,152 | -12.93% | Q2 2026 | Jul 15, 2026 |
| Orion Capital Management LLC | History | No change | 14,145 | 596 | 0.18% | 0.19% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,760 | 579 | 0.0% | 0.0% | 143 | +5,912 | 75.33% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,499 | 569 | 0.0% | 0.0% | 144 | +3,260 | 31.84% | Q2 2026 | Sep 08, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 13,260 | 559 | 0.06% | 0.07% | 145 | -2,860 | -17.74% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,975 | 547 | 0.0% | 0.0% | 146 | -1,158 | -8.19% | Q2 2026 | Aug 07, 2026 |
| Compass Advisory Group LLC | History | No change | 12,840 | 541 | 0.13% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 13,545 | 539 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 12,754 | 538 | 0.03% | 0.03% | 149 | +1,904 | 17.55% | Q2 2026 | Aug 11, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 12,595 | 531 | 0.26% | 0.3% | 150 | -1,585 | -11.18% | Q2 2026 | Sep 11, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 12,452 | 525 | 0.42% | 0.71% | 151 | -6,409 | -33.98% | Q2 2026 | Jul 24, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 12,383 | 522 | 0.35% | 0.36% | 152 | -423 | -3.3% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,316 | 519 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,140 | 512 | 0.0% | — | 154 | +12,140 | New | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,039 | 508 | 0.01% | 0.01% | 155 | -851 | -6.6% | Q2 2026 | Jul 31, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 11,794 | 497 | 0.13% | 0.09% | 156 | +5,304 | 81.73% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | New | 11,766 | 496 | 0.0% | — | 157 | +11,766 | New | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 11,723 | 494 | 0.3% | 0.29% | 158 | -2 | -0.02% | Q2 2026 | Jul 14, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 11,515 | 485 | 0.24% | 0.26% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 11,289 | 476 | 0.22% | 0.24% | 160 | +414 | 3.81% | Q2 2026 | Aug 10, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 11,095 | 468 | 0.08% | 0.1% | 161 | -500 | -4.31% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 11,071 | 467 | 0.09% | 0.1% | 162 | -1,017 | -8.41% | Q2 2026 | Aug 05, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 11,064 | 466 | 0.08% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 11,027 | 465 | 0.01% | — | 164 | +11,027 | New | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,891 | 459 | 0.01% | 0.02% | 165 | -1,428 | -11.59% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 10,574 | 446 | 0.01% | — | 166 | +10,574 | New | Q2 2026 | Jul 21, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 10,075 | 425 | 0.04% | 0.05% | 167 | -594 | -5.57% | Q2 2026 | Aug 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 9,998 | 421 | 0.07% | 0.07% | 168 | +562 | 5.96% | Q2 2026 | Jul 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 9,663 | 407 | 0.32% | 0.3% | 169 | +1,190 | 14.04% | Q2 2026 | Jul 24, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 9,622 | 406 | 0.02% | 0.04% | 170 | -4,408 | -31.42% | Q2 2026 | Aug 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 9,504 | 401 | 0.17% | — | 171 | +9,504 | New | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 9,380 | 395 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,216 | 388 | 0.03% | 0.03% | 173 | -135 | -1.44% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,088 | 383 | 0.01% | 0.02% | 174 | +43 | 0.48% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 9,096 | 383 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIP Wealth, LLC | History | No change | 9,046 | 381 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Faithward Advisors, LLC | History | Added to | 8,996 | 379 | 0.05% | 0.04% | 178 | +1,149 | 14.64% | Q2 2026 | Aug 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 9,000 | 379 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waterloo Capital, L.P. | History | No change | 9,002 | 379 | 0.02% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 8,957 | 377 | 0.38% | 0.36% | 180 | +194 | 2.21% | Q2 2026 | Jul 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 8,685 | 366 | 0.08% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | New | 8,533 | 360 | 0.0% | — | 183 | +8,533 | New | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,540 | 360 | 0.02% | 0.03% | 182 | -2,804 | -24.72% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | Added to | 8,456 | 356 | 0.01% | 0.01% | 184 | +2,995 | 54.84% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | Added to | 8,255 | 348 | 0.02% | 0.03% | 185 | +484 | 6.23% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | Reduced | 8,211 | 346 | 0.23% | 0.26% | 186 | -256 | -3.02% | Q2 2026 | Aug 10, 2026 |
| BCGM Wealth Management, LLC | History | No change | 8,191 | 345 | 0.07% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 7,900 | 333 | 0.12% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 7,642 | 322 | 0.01% | — | 189 | +7,642 | New | Q2 2026 | Jul 07, 2026 |
| Sequent Planning LLC | History | Added to | 7,436 | 313 | 0.07% | 0.07% | 191 | +55 | 0.75% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | No change | 7,431 | 313 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,112 | 300 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Seros Financial, LLC | History | Added to | 7,100 | 299 | 0.16% | 0.18% | 194 | +170 | 2.45% | Q2 2026 | Aug 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 7,537 | 299 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | New | 7,011 | 295 | 0.08% | — | 195 | +7,011 | New | Q2 2026 | Jul 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,917 | 291 | 0.01% | 0.01% | 196 | -676 | -8.9% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,701 | 282 | 0.01% | 0.01% | 197 | +485 | 7.8% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,620 | 279 | 0.01% | 0.01% | 198 | -120 | -1.78% | Q2 2026 | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,571 | 277 | 0.0% | 0.0% | 199 | -8 | -0.12% | Q2 2026 | Sep 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,543 | 276 | 0.0% | 0.0% | 200 | +6,134 | 1499.76% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 6,499 | 274 | 0.02% | 0.02% | 201 | -93 | -1.41% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,343 | 267 | 0.0% | — | 202 | +6,343 | New | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | Reduced | 6,222 | 262 | 0.07% | 0.12% | 203 | -5,046 | -44.78% | Q2 2026 | Jul 31, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 6,057 | 255 | 0.17% | 0.22% | 204 | -940 | -13.43% | Q2 2026 | Jul 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,948 | 251 | 0.0% | — | 205 | +5,948 | New | Q2 2026 | Jul 28, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 6,197 | 246 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Weaver Capital Management LLC | History | No change | 6,102 | 242 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 5,722 | 241 | 0.09% | 0.11% | 208 | -133 | -2.27% | Q2 2026 | Jul 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 5,671 | 239 | 0.09% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,533 | 233 | 0.05% | 0.06% | 210 | -1,698 | -23.48% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 5,506 | 232 | 0.01% | — | 211 | +5,506 | New | Q2 2026 | Jul 20, 2026 |
| Bluesphere Advisors LLC | History | No change | 5,289 | 223 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 5,300 | 223 | 0.09% | 0.1% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5,087 | 214 | 0.12% | 0.13% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 5,018 | 211 | 0.16% | 0.19% | 215 | -302 | -5.68% | Q2 2026 | Jul 31, 2026 |
| Lotus Asset Management LLC | History | New | 4,974 | 209 | 0.18% | — | 217 | +4,974 | New | Q2 2026 | Sep 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 4,955 | 209 | 0.01% | — | 216 | +4,955 | New | Q2 2026 | Jul 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 4,871 | 205 | 0.08% | — | 218 | +4,871 | New | Q2 2026 | Jul 28, 2026 |
| Catalina Capital Group, LLC | History | No change | 5,086 | 202 | 0.12% | 0.12% | 219 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,236 | 178 | 0.0% | 0.02% | 220 | -79,921 | -94.97% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | Added to | 4,201 | 177 | 0.0% | 0.0% | 221 | +3,129 | 291.88% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 3,468 | 146 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,213 | 135 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | New | 3,158 | 133 | 0.0% | — | 224 | +3,158 | New | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,900 | 122 | 0.11% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | No change | 2,817 | 118 | 0.02% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,750 | 116 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,500 | 99 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,192 | 92 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,021 | 85 | 0.04% | — | 230 | +2,021 | New | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,673 | 70 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,282 | 54 | 0.0% | 0.0% | 232 | +430 | 50.47% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,156 | 48 | 0.02% | — | 233 | +1,156 | New | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 787 | 33 | 0.01% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 725 | 30 | 0.02% | — | 235 | +725 | New | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 600 | 25 | 0.01% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 326 | 13 | 0.0% | 0.0% | 237 | -30 | -8.43% | Q2 2026 | Aug 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 340 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 290 | 12 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 25 | 1 | 0.0% | — | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -53,803 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,186 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,000 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,702 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,351 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Goldstein Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,036 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.05% | — | -4,990 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q2 2026 | Jul 24, 2026 |