Innovator ETFs Trust - PAUG
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 | 3,112,734 | 132,975 | 0.04% | 0.04% | 1 | -62,012 | -1.95% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,605,965 | 73,296 | 0.56% | 0.76% | 2 | +82,833 | 5.44% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 928,265 | 42,366 | 0.05% | 0.05% | 3 | +136,508 | 17.24% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 511,719 | 23,354 | 0.03% | 0.03% | 4 | -73,186 | -12.51% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Reduced | 498,072 | 22,732 | 0.02% | 0.02% | 5 | -15,208 | -2.96% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 439,838 | 20,074 | 0.07% | 0.08% | 6 | -7,338 | -1.64% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 377,754 | 17,240 | 0.04% | 0.05% | 7 | -26,709 | -6.6% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 356,698 | 16,279 | 0.05% | 0.07% | 8 | -51,393 | -12.59% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 336,281 | 15,347 | 0.01% | 0.02% | 9 | -68,158 | -16.85% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 285,739 | 13,041 | 0.01% | 0.01% | 10 | -32,875 | -10.32% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 282,430 | 12,890 | 0.0% | 0.0% | 11 | -24,632 | -8.02% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 264,560 | 12,074 | 0.01% | 0.01% | 12 | -5,574 | -2.06% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 254,548 | 11,617 | 0.0% | 0.0% | 13 | +824 | 0.32% | Q2 2026 | Aug 07, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 233,712 | 10,666 | 0.35% | 0.38% | 14 | -10,066 | -4.13% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 215,694 | 9,844 | 0.0% | 0.0% | 15 | -4,664 | -2.12% | Q2 2026 | Aug 03, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 210,214 | 9,594 | 0.96% | 1.18% | 16 | -28,365 | -11.89% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 206,911 | 9,443 | 0.08% | 0.07% | 17 | +59,806 | 40.66% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 191,998 | 8,762 | 0.04% | 0.04% | 18 | +166 | 0.09% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 180,690 | 8,246 | 0.01% | 0.01% | 19 | -47,873 | -20.95% | Q2 2026 | Jul 28, 2026 |
| Rothschild Wealth LLC | History | Reduced | 170,627 | 7,787 | 0.62% | 0.68% | 20 | -5,585 | -3.17% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 159,083 | 7,260 | 0.09% | 0.1% | 21 | -5,707 | -3.46% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 148,465 | 6,775 | 0.2% | 0.22% | 22 | -2,799 | -1.85% | Q2 2026 | Jul 06, 2026 |
| Cerity Partners LLC | History | Reduced | 139,971 | 6,388 | 0.01% | 0.01% | 23 | -23,512 | -14.38% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 138,876 | 6,338 | 0.06% | 0.08% | 24 | -31,331 | -18.41% | Q2 2026 | Jul 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 131,965 | 6,022 | 1.6% | 1.71% | 25 | -7,355 | -5.28% | Q2 2026 | Aug 20, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 123,580 | 5,640 | 3.01% | 3.29% | 26 | -124 | -0.1% | Q2 2026 | Jul 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 119,596 | 5,458 | 1.22% | 1.27% | 27 | -317 | -0.26% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 108,475 | 4,950 | 0.0% | 0.0% | 28 | +78,189 | 258.17% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 104,514 | 4,770 | 0.05% | 0.03% | 29 | +50,205 | 92.44% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 103,816 | 4,738 | 0.0% | 0.0% | 30 | +25,516 | 32.59% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 101,541 | 4,634 | 0.29% | 0.32% | 31 | -1,108 | -1.08% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 92,363 | 4,215 | 0.01% | 0.01% | 32 | -3,559 | -3.71% | Q2 2026 | Jul 27, 2026 |
| Bellwether Advisors, LLC | History | No change | 84,532 | 3,858 | 0.57% | 0.61% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 82,461 | 3,763 | 0.66% | 0.71% | 34 | -2,581 | -3.03% | Q2 2026 | Jul 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 80,659 | 3,681 | 0.48% | 0.56% | 35 | +181 | 0.22% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 77,886 | 3,554 | 0.01% | 0.01% | 36 | -173 | -0.22% | Q2 2026 | Aug 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 74,853 | 3,416 | 0.4% | 0.43% | 37 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 74,535 | 3,401 | 0.03% | 0.03% | 38 | -4,020 | -5.12% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 73,089 | 3,336 | 0.01% | 0.01% | 39 | +531 | 0.73% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 70,685 | 3,226 | 0.01% | 0.01% | 40 | +22,162 | 45.67% | Q2 2026 | Aug 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 69,241 | 3,160 | 0.36% | 0.43% | 41 | -7,946 | -10.29% | Q2 2026 | Jul 22, 2026 |
| Trek Financial, LLC | History | Reduced | 67,503 | 3,080 | 0.15% | 0.18% | 42 | -13,383 | -16.55% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 65,824 | 3,004 | 0.42% | 0.46% | 43 | -1,127 | -1.68% | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 63,105 | 2,880 | 0.07% | 0.27% | 44 | -167,820 | -72.67% | Q2 2026 | Aug 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 62,298 | 2,843 | 1.32% | 1.44% | 45 | -41 | -0.07% | Q2 2026 | Jul 24, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 60,091 | 2,742 | 0.51% | 0.58% | 46 | -3,742 | -5.86% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 59,910 | 2,734 | 0.32% | 0.35% | 47 | -3,636 | -5.72% | Q2 2026 | Jul 24, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 58,602 | 2,683 | 0.96% | 1.02% | 48 | -600 | -1.01% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | Reduced | 58,698 | 2,678 | 0.01% | 0.02% | 49 | -13,338 | -18.52% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Reduced | 56,987 | 2,600 | 0.95% | 1.07% | 50 | -427 | -0.74% | Q2 2026 | Jul 22, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 55,384 | 2,527 | 1.16% | 1.26% | 51 | -1,086 | -1.92% | Q2 2026 | Jul 29, 2026 |
| BCS Wealth Management | History | Reduced | 55,204 | 2,519 | 0.45% | 0.48% | 52 | -173 | -0.31% | Q2 2026 | Jul 16, 2026 |
| COFG Advisors, LLC | History | Reduced | 51,992 | 2,372 | 0.41% | 0.56% | 53 | -679 | -1.29% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 50,714 | 2,314 | 0.99% | 1.02% | 54 | -335 | -0.66% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 50,280 | 2,294 | 0.04% | 0.02% | 55 | +24,280 | 93.38% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 48,486 | 2,212 | 0.64% | 0.69% | 56 | -454 | -0.93% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 47,548 | 2,170 | 0.04% | 0.05% | 57 | -5,167 | -9.8% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 46,250 | 2,111 | 0.46% | 0.58% | 58 | -1,285 | -2.7% | Q2 2026 | Jul 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 45,291 | 2,067 | 0.17% | 0.19% | 59 | -881 | -1.91% | Q2 2026 | Aug 11, 2026 |
| First City Capital Management, Inc. | History | Reduced | 45,250 | 2,065 | 1.0% | 1.03% | 60 | -125 | -0.28% | Q2 2026 | Jul 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 40,076 | 1,829 | 0.69% | 0.9% | 61 | -5,629 | -12.32% | Q2 2026 | Jul 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 39,761 | 1,814 | 0.19% | 0.19% | 62 | -40,231 | -50.29% | Q2 2026 | Jul 16, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 38,855 | 1,773 | 0.11% | 0.12% | 63 | -1,917 | -4.7% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 38,057 | 1,736 | 0.02% | 0.02% | 64 | -1,025 | -2.62% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,912 | 1,736 | 0.0% | 0.0% | 65 | +834 | 2.25% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 37,978 | 1,733 | 0.05% | 0.05% | 66 | -2,366 | -5.86% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | New | 37,745 | 1,722 | 0.0% | — | 67 | +37,745 | New | Q2 2026 | Aug 14, 2026 |
| Weaver Capital Management LLC | History | No change | 39,999 | 1,708 | 0.38% | 0.37% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 36,573 | 1,669 | 0.02% | 0.02% | 69 | -1,536 | -4.03% | Q2 2026 | Aug 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 36,370 | 1,659 | 0.82% | 0.9% | 70 | -1,000 | -2.68% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 35,620 | 1,625 | 0.01% | 0.01% | 71 | -26,261 | -42.44% | Q2 2026 | Aug 03, 2026 |
| Orion Capital Management LLC | History | No change | 34,915 | 1,593 | 0.49% | 0.51% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 34,830 | 1,589 | 0.08% | 0.08% | 73 | +431 | 1.25% | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 33,894 | 1,546 | 0.02% | 0.02% | 74 | -4,574 | -11.89% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 33,172 | 1,513 | 0.09% | 0.09% | 75 | +78 | 0.24% | Q2 2026 | Jul 27, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 33,092 | 1,510 | 1.11% | 1.16% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 32,737 | 1,494 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 32,595 | 1,487 | 0.17% | 0.19% | 78 | -1,400 | -4.12% | Q2 2026 | Jul 10, 2026 |
| FSA Advisors, Inc. | History | Reduced | 32,525 | 1,484 | 0.68% | 0.95% | 79 | -1,181 | -3.5% | Q2 2026 | Aug 17, 2026 |
| Continuum Advisory, LLC | History | Reduced | 30,923 | 1,411 | 0.11% | 0.13% | 80 | -7 | -0.02% | Q2 2026 | Aug 06, 2026 |
| GTS FINANCIAL, LLC | History | Reduced | 34,471 | 1,394 | 1.02% | 1.06% | 81 | -1,009 | -2.84% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 29,776 | 1,358 | 0.29% | 0.32% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,134 | 1,329 | 0.0% | 0.0% | 83 | +23,550 | 421.74% | Q2 2026 | Aug 14, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 28,761 | 1,312 | 0.97% | 1.06% | 84 | +2,936 | 11.37% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,212 | 1,287 | 0.0% | 0.0% | 85 | -1,700 | -5.68% | Q2 2026 | Aug 19, 2026 |
| TopTier Wealth Management, LLC | History | No change | 24,946 | 1,138 | 0.69% | 0.65% | 86 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 24,901 | 1,136 | 0.4% | 0.43% | 87 | -543 | -2.13% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,224 | 1,105 | 0.07% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | Reduced | 23,808 | 1,086 | 0.22% | 0.24% | 89 | -2 | -0.01% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 22,798 | 1,040 | 0.01% | 0.02% | 90 | -728 | -3.09% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 22,255 | 1,015 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Schulz Wealth, LTD. | History | New | 22,035 | 1,005 | 0.52% | — | 92 | +22,035 | New | Q2 2026 | Aug 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 21,463 | 979 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 20,350 | 928 | 0.43% | 0.44% | 94 | -455 | -2.19% | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 20,099 | 917 | 0.03% | 0.03% | 95 | +110 | 0.55% | Q2 2026 | Jul 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 20,088 | 916 | 0.02% | 0.02% | 96 | -573 | -2.77% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,389 | 884 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 19,226 | 877 | 0.08% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Financial Advisory LLC | History | No change | 18,356 | 837 | 0.16% | 0.18% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 18,141 | 827 | 0.18% | 0.19% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | New | 17,654 | 805 | 0.0% | — | 101 | +17,654 | New | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 17,552 | 801 | 0.03% | 0.03% | 102 | -224 | -1.26% | Q2 2026 | Aug 13, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 17,500 | 798 | 0.16% | — | 103 | +17,500 | New | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Added to | 16,617 | 758 | 0.01% | 0.01% | 104 | +2,266 | 15.79% | Q2 2026 | Jul 20, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 16,433 | 750 | 0.27% | 0.3% | 105 | -1,298 | -7.32% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,295 | 743 | 0.0% | 0.0% | 106 | -8 | -0.05% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,731 | 717 | 0.0% | 0.0% | 107 | -236 | -1.48% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 15,670 | 715 | 0.19% | 0.23% | 108 | -600 | -3.69% | Q2 2026 | Jul 23, 2026 |
| Retirement Planning Group, LLC | History | No change | 15,663 | 714 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Reduced | 15,626 | 713 | 0.02% | 0.02% | 111 | -911 | -5.51% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 16,325 | 713 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | Added to | 15,606 | 712 | 0.01% | 0.01% | 112 | +3,359 | 27.43% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | No change | 15,555 | 709 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,522 | 708 | 0.01% | 0.01% | 114 | -750 | -4.61% | Q2 2026 | Jul 24, 2026 |
| Straight Path Wealth Management | History | No change | 15,018 | 685 | 0.16% | 0.17% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 15,003 | 684 | 0.09% | 0.09% | 116 | -192 | -1.26% | Q2 2026 | Aug 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 14,972 | 683 | 0.53% | 0.56% | 117 | -16 | -0.11% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,935 | 681 | 0.0% | 0.0% | 118 | -144 | -0.95% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,727 | 672 | 0.01% | 0.02% | 119 | -1,764 | -10.7% | Q2 2026 | Jul 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 14,340 | 654 | 0.13% | 0.13% | 120 | -84 | -0.58% | Q2 2026 | Jul 07, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 14,144 | 648 | 0.29% | 0.32% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALTFEST L J & CO INC | History | No change | 13,766 | 628 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 13,608 | 621 | 0.1% | 0.11% | 123 | -306 | -2.2% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,999 | 593 | 0.01% | 0.01% | 124 | +77 | 0.6% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,957 | 591 | 0.01% | 0.01% | 125 | -2 | -0.02% | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 12,903 | 588 | 0.03% | 0.03% | 126 | -614 | -4.54% | Q2 2026 | Jul 31, 2026 |
| Soltis Investment Advisors LLC | History | No change | 12,828 | 585 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,817 | 584 | 0.0% | 0.0% | 128 | -18,913 | -59.61% | Q2 2026 | Sep 02, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 12,590 | 574 | 0.08% | 0.1% | 129 | -2,209 | -14.93% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 12,211 | 559 | 0.28% | 3.53% | 130 | -128,813 | -91.34% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,468 | 523 | 0.01% | 0.01% | 131 | -58 | -0.5% | Q2 2026 | Aug 18, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 11,233 | 512 | 0.33% | 0.29% | 132 | -115 | -1.01% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 10,954 | 500 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triton Financial Group Inc | History | Reduced | 10,735 | 489 | 0.28% | 1.61% | 134 | -10,735 | -50.0% | Q2 2026 | Aug 17, 2026 |
| Archer Investment Corp | History | No change | 10,599 | 483 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 10,563 | 482 | 0.05% | 0.07% | 136 | -2,540 | -19.38% | Q2 2026 | Jul 31, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 10,530 | 480 | 0.14% | 0.17% | 137 | -231 | -2.15% | Q2 2026 | Aug 11, 2026 |
| AA Financial Advisors, LLC | History | Added to | 10,525 | 480 | 0.06% | 0.06% | 138 | +113 | 1.09% | Q2 2026 | Jul 17, 2026 |
| Sigma Planning Corp | History | Added to | 10,282 | 469 | 0.01% | 0.01% | 139 | +219 | 2.18% | Q2 2026 | Aug 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 10,266 | 468 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 9,776 | 446 | 0.32% | 0.36% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 9,722 | 443 | 0.03% | 0.03% | 142 | -322 | -3.21% | Q2 2026 | Aug 11, 2026 |
| Vantage Point Financial LLC | History | No change | 9,555 | 436 | 0.13% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 9,508 | 433 | 0.09% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 9,244 | 421 | 0.01% | — | 145 | +9,244 | New | Q2 2026 | Jul 28, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 8,942 | 408 | 0.15% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | Added to | 8,926 | 407 | 0.0% | 0.01% | 147 | +1,407 | 18.71% | Q2 2026 | Aug 10, 2026 |
| RiverTree Advisors, LLC | History | No change | 8,911 | 406 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITY HOLDING CO | History | Reduced | 8,835 | 403 | 0.05% | 0.05% | 149 | -97 | -1.09% | Q2 2026 | Jul 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,432 | 402 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,804 | 401 | 0.01% | 0.03% | 151 | -21,410 | -70.86% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 8,407 | 383 | 0.01% | — | 152 | +8,407 | New | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 8,342 | 380 | 0.03% | 0.03% | 153 | +2,129 | 34.27% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,283 | 378 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,248 | 376 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 8,065 | 368 | 0.44% | 0.96% | 156 | -6,185 | -43.4% | Q2 2026 | Jul 20, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 8,011 | 365 | 0.29% | 0.33% | 157 | -524 | -6.14% | Q2 2026 | Jul 24, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 7,752 | 353 | 0.08% | 0.09% | 158 | -175 | -2.21% | Q2 2026 | Jul 14, 2026 |
| Compass Advisory Group LLC | History | No change | 7,690 | 350 | 0.08% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Madison Wealth Partners, Inc | History | No change | 7,578 | 345 | 0.04% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPLAN Partners, LLC | History | No change | 7,517 | 343 | 0.07% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 7,519 | 343 | 0.03% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 7,457 | 340 | 0.11% | 0.16% | 163 | -2,221 | -22.95% | Q2 2026 | Jul 22, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 7,300 | 333 | 0.08% | 0.09% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 7,272 | 331 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,186 | 327 | 0.0% | 0.0% | 166 | -60 | -0.83% | Q2 2026 | Jul 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 7,135 | 325 | 0.08% | 0.08% | 167 | -20 | -0.28% | Q2 2026 | Jul 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 7,078 | 323 | 0.07% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Certified Advisory Corp | History | Reduced | 6,905 | 315 | 0.03% | 0.03% | 169 | -298 | -4.14% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,879 | 313 | 0.13% | 0.15% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 6,701 | 305 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 6,596 | 301 | 0.26% | 0.28% | 172 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Curated Wealth Partners LLC | History | No change | 6,580 | 300 | 0.03% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 6,475 | 295 | 0.03% | 0.03% | 174 | -134 | -2.03% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | No change | 6,400 | 292 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,295 | 287 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,186 | 283 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 6,043 | 275 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 6,019 | 274 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 5,874 | 268 | 0.16% | 0.19% | 180 | -357 | -5.73% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,858 | 267 | 0.01% | 0.01% | 181 | -332 | -5.36% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,832 | 266 | 0.01% | 0.02% | 182 | -78 | -1.32% | Q2 2026 | Jul 27, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 5,700 | 260 | 0.15% | 0.17% | 183 | -236 | -3.98% | Q2 2026 | Jul 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 5,384 | 245 | 0.02% | 0.02% | 184 | -338 | -5.91% | Q2 2026 | Jul 29, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 5,231 | 238 | 0.02% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ProCore Advisors, LLC | History | No change | 5,200 | 237 | 0.29% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | Reduced | 5,162 | 235 | 0.01% | 0.01% | 187 | -341 | -6.2% | Q2 2026 | Jul 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,156 | 235 | 0.01% | 0.01% | 188 | -6 | -0.12% | Q2 2026 | Jul 31, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 5,050 | 230 | 0.04% | 0.05% | 189 | -400 | -7.34% | Q2 2026 | Aug 11, 2026 |
| Interchange Capital Partners, LLC | History | New | 5,000 | 228 | 0.04% | — | 191 | +5,000 | New | Q2 2026 | Jul 20, 2026 |
| Kathmere Capital Management, LLC | History | No change | 5,000 | 228 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,870 | 222 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Reduced | 4,528 | 206 | 0.14% | 0.17% | 194 | -700 | -13.39% | Q2 2026 | Jul 30, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,531 | 206 | 0.01% | 0.01% | 193 | -202 | -4.27% | Q2 2026 | Jul 23, 2026 |
| Faithward Advisors, LLC | History | New | 4,492 | 205 | 0.03% | — | 195 | +4,492 | New | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,481 | 204 | 0.0% | 0.0% | 196 | +468 | 11.66% | Q2 2026 | Aug 13, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 4,429 | 202 | 0.19% | — | 197 | +4,429 | New | Q2 2026 | Sep 08, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | New | 4,414 | 201 | 0.04% | — | 198 | +4,414 | New | Q2 2026 | Jul 07, 2026 |
| WealthShield Partners, LLC | History | No change | 3,850 | 175 | 0.03% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,761 | 171 | 0.17% | 0.16% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,795 | 127 | 0.0% | 0.0% | 201 | -1,171 | -29.53% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,375 | 108 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MidFirst Bank | History | New | 2,209 | 100 | 0.01% | — | 203 | +2,209 | New | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,745 | 79 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JDM Financial Group LLC | History | No change | 1,704 | 77 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,685 | 76 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 1,580 | 72 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,286 | 58 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,080 | 49 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 900 | 38 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 550 | 25 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 458 | 20 | 0.0% | 0.0% | 212 | +411 | 874.47% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 389 | 17 | 0.0% | — | 213 | +389 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 386 | 17 | 0.0% | — | 214 | +386 | New | Q2 2026 | Aug 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 342 | 14 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 138 | 6 | 0.0% | — | 216 | +138 | New | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,755 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,392 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,295 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,339 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q2 2026 | Jul 27, 2026 |