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 | No change | 3,112,734 | 132,975 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,605,965 | 73,296 | 0.56% | 0.56% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 928,265 | 42,366 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 694,670 | 32,406 | 0.32% | 0.06% | 4 | +555,794 | 400.21% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 498,072 | 22,732 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 439,838 | 20,074 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 390,807 | 18,231 | 0.02% | 0.03% | 7 | -120,912 | -23.63% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 377,754 | 17,240 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 336,281 | 15,347 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 299,030 | 13,949 | 0.04% | 0.05% | 10 | -57,668 | -16.17% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 285,739 | 13,041 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 282,430 | 12,890 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 263,076 | 12,272 | 0.01% | 0.01% | 13 | -1,484 | -0.56% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 254,548 | 11,617 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 233,712 | 10,666 | 0.35% | 0.35% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 219,919 | 10,259 | 0.07% | 0.08% | 16 | +13,008 | 6.29% | Q3 2026 | Oct 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 215,694 | 9,844 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 203,878 | 9,510 | 0.94% | 0.96% | 18 | -6,336 | -3.01% | Q3 2026 | Oct 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 191,998 | 8,762 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 170,970 | 8,037 | 0.01% | 0.0% | 20 | +133,058 | 350.97% | Q3 2026 | Oct 13, 2026 |
| Rothschild Wealth LLC | History | No change | 170,627 | 7,787 | 0.62% | 0.62% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 157,429 | 7,344 | 0.21% | 0.2% | 22 | +8,964 | 6.04% | Q3 2026 | Oct 08, 2026 |
| Composition Wealth, LLC | History | No change | 159,083 | 7,260 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 139,971 | 6,388 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 133,830 | 6,243 | 0.01% | 0.01% | 25 | -46,860 | -25.93% | Q3 2026 | Oct 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 125,748 | 5,866 | 1.6% | 1.6% | 26 | -6,217 | -4.71% | Q3 2026 | Oct 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 118,476 | 5,526 | 1.21% | 1.22% | 27 | -1,120 | -0.94% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 112,943 | 5,269 | 0.01% | 0.01% | 28 | +20,580 | 22.28% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 108,475 | 4,950 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 102,544 | 4,783 | 0.05% | 0.05% | 30 | -1,970 | -1.88% | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 103,816 | 4,738 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 99,116 | 4,623 | 0.29% | 0.29% | 32 | -2,425 | -2.39% | Q3 2026 | Oct 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 89,661 | 4,182 | 0.48% | 0.4% | 33 | +14,808 | 19.78% | Q3 2026 | Oct 13, 2026 |
| Bellwether Advisors, LLC | History | No change | 84,532 | 3,858 | 0.57% | 0.57% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 79,739 | 3,719 | 0.64% | 0.66% | 35 | -2,722 | -3.3% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 80,659 | 3,681 | 0.48% | 0.48% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 77,886 | 3,554 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 74,535 | 3,401 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trek Financial, LLC | History | Added to | 72,811 | 3,396 | 0.16% | 0.15% | 39 | +5,308 | 7.86% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 73,089 | 3,336 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 69,767 | 3,254 | 0.35% | 0.36% | 41 | +526 | 0.76% | Q3 2026 | Oct 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 70,685 | 3,226 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 64,437 | 3,005 | 1.48% | 1.16% | 43 | +9,053 | 16.35% | Q3 2026 | Oct 27, 2026 |
| Chris Bulman Inc | History | Added to | 64,426 | 3,005 | 1.05% | 0.95% | 44 | +7,439 | 13.05% | Q3 2026 | Oct 20, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 65,824 | 3,004 | 0.42% | 0.42% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, LLC | History | No change | 63,105 | 2,880 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 62,298 | 2,843 | 1.32% | 1.32% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 58,602 | 2,683 | 0.96% | 0.96% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | No change | 58,698 | 2,678 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | Reduced | 53,910 | 2,514 | 0.28% | 0.32% | 50 | -6,000 | -10.02% | Q3 2026 | Oct 16, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 53,651 | 2,506 | 0.45% | 0.51% | 51 | -6,440 | -10.72% | Q3 2026 | Nov 03, 2026 |
| BCS Wealth Management | History | Reduced | 51,512 | 2,403 | 0.43% | 0.45% | 52 | -3,692 | -6.69% | Q3 2026 | Nov 03, 2026 |
| Global Assets Advisory, LLC | History | Added to | 50,724 | 2,384 | 0.53% | 0.46% | 53 | +4,474 | 9.67% | Q3 2026 | Oct 28, 2026 |
| COFG Advisors, LLC | History | No change | 51,992 | 2,372 | 0.41% | 0.41% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 50,714 | 2,314 | 0.99% | 0.99% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 50,280 | 2,294 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 47,548 | 2,170 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 45,331 | 2,114 | 0.61% | 0.64% | 58 | -3,155 | -6.51% | Q3 2026 | Oct 23, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 45,291 | 2,067 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First City Capital Management, Inc. | History | Reduced | 44,301 | 2,066 | 1.01% | 1.0% | 60 | -949 | -2.1% | Q3 2026 | Oct 27, 2026 |
| Weaver Capital Management LLC | History | Added to | 43,741 | 2,040 | 0.39% | 0.38% | 61 | +3,742 | 9.36% | Q3 2026 | Oct 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 43,553 | 2,031 | 0.24% | 0.09% | 62 | +28,550 | 190.3% | Q3 2026 | Oct 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 42,024 | 1,960 | 0.06% | 0.05% | 63 | +4,046 | 10.65% | Q3 2026 | Oct 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 41,656 | 1,943 | 0.19% | 0.19% | 64 | +1,895 | 4.77% | Q3 2026 | Oct 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 38,855 | 1,773 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 38,057 | 1,736 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 37,745 | 1,722 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 36,701 | 1,712 | 0.1% | 0.09% | 68 | +3,529 | 10.64% | Q3 2026 | Nov 02, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 36,370 | 1,696 | 0.79% | 0.82% | 69 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 36,573 | 1,669 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 35,024 | 1,633 | 0.61% | 0.69% | 71 | -5,052 | -12.61% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 35,620 | 1,625 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Capital Management LLC | History | No change | 34,915 | 1,593 | 0.49% | 0.49% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 34,145 | 1,592 | 0.08% | 0.08% | 74 | -685 | -1.97% | Q3 2026 | Nov 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 33,894 | 1,546 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hofer & Associates. Inc | History | New | 32,888 | 1,534 | 1.07% | — | 77 | +32,888 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 32,888 | 1,534 | 1.07% | 1.11% | 76 | -204 | -0.62% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 32,595 | 1,520 | 0.18% | 0.17% | 78 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 32,043 | 1,494 | 0.11% | 0.12% | 79 | -694 | -2.12% | Q3 2026 | Oct 16, 2026 |
| FSA Advisors, Inc. | History | No change | 32,525 | 1,484 | 0.68% | 0.68% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Added to | 30,419 | 1,419 | 0.02% | 0.01% | 81 | +13,802 | 83.06% | Q3 2026 | Oct 16, 2026 |
| Continuum Advisory, LLC | History | No change | 30,923 | 1,411 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS FINANCIAL, LLC | History | No change | 34,471 | 1,394 | 1.02% | 1.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 29,281 | 1,365 | 0.02% | 0.01% | 84 | +14,554 | 98.83% | Q3 2026 | Oct 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 29,776 | 1,358 | 0.29% | 0.29% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,134 | 1,329 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 28,212 | 1,287 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 27,270 | 1,272 | 0.13% | 0.05% | 88 | +16,707 | 158.17% | Q3 2026 | Oct 29, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 27,039 | 1,261 | 0.86% | 0.97% | 89 | -1,722 | -5.99% | Q3 2026 | Oct 16, 2026 |
| Weaver Consulting Group | History | Added to | 26,734 | 1,247 | 0.24% | 0.22% | 90 | +2,926 | 12.29% | Q3 2026 | Oct 07, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 24,939 | 1,163 | 0.68% | 0.69% | 91 | -7 | -0.03% | Q3 2026 | Oct 16, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 24,651 | 1,149 | 0.4% | 0.4% | 92 | -250 | -1.0% | Q3 2026 | Oct 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,224 | 1,105 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,798 | 1,040 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 22,255 | 1,038 | 0.01% | 0.02% | 95 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 21,335 | 995 | 0.47% | 0.52% | 96 | -700 | -3.18% | Q3 2026 | Nov 03, 2026 |
| Focus Financial Network, Inc. | History | Added to | 21,075 | 983 | 0.03% | 0.03% | 97 | +976 | 4.86% | Q3 2026 | Oct 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 21,463 | 979 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 20,350 | 949 | 0.43% | 0.43% | 99 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 20,088 | 937 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 19,226 | 896 | 0.09% | 0.08% | 101 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,389 | 884 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 18,375 | 857 | 0.22% | 0.19% | 103 | +2,705 | 17.26% | Q3 2026 | Oct 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 18,356 | 856 | 0.16% | 0.16% | 104 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 18,134 | 845 | 0.18% | 0.18% | 105 | -7 | -0.04% | Q3 2026 | Oct 28, 2026 |
| Visionary Wealth Advisors | History | No change | 17,552 | 818 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 17,654 | 805 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Straight Path Wealth Management | History | Added to | 17,052 | 795 | 0.18% | 0.16% | 108 | +2,034 | 13.54% | Q3 2026 | Oct 23, 2026 |
| HB Wealth Management, LLC | History | New | 16,943 | 790 | 0.0% | — | 109 | +16,943 | New | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,295 | 743 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 15,663 | 730 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 15,569 | 721 | 0.53% | 0.53% | 112 | +597 | 3.99% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,731 | 717 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 16,325 | 713 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 15,606 | 712 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | Reduced | 15,223 | 710 | 0.03% | 0.03% | 116 | -332 | -2.13% | Q3 2026 | Oct 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 15,522 | 708 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | No change | 14,935 | 681 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 13,864 | 654 | 0.28% | 0.29% | 119 | -280 | -1.98% | Q3 2026 | Oct 23, 2026 |
| Spire Wealth Management | History | Reduced | 13,919 | 649 | 0.02% | 0.02% | 120 | -1,707 | -10.92% | Q3 2026 | Oct 30, 2026 |
| Bank of New York Mellon Corp | History | New | 13,469 | 628 | 0.0% | — | 121 | +13,469 | New | Q3 2026 | Nov 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 13,154 | 613 | 0.1% | 0.1% | 122 | -454 | -3.34% | Q3 2026 | Oct 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 12,903 | 601 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 12,690 | 598 | 0.11% | 0.13% | 124 | -1,650 | -11.51% | Q3 2026 | Oct 09, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 12,675 | 591 | 0.06% | 0.06% | 126 | -1,091 | -7.93% | Q3 2026 | Oct 27, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 12,669 | 591 | 0.03% | 0.03% | 127 | -159 | -1.24% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,957 | 591 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 12,622 | 588 | 0.28% | 0.28% | 128 | +411 | 3.37% | Q3 2026 | Oct 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,817 | 584 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,399 | 578 | 0.01% | 0.01% | 130 | -600 | -4.62% | Q3 2026 | Oct 23, 2026 |
| Summit Wealth Partners, LLC | History | No change | 12,590 | 574 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AA Financial Advisors, LLC | History | Added to | 11,986 | 559 | 0.07% | 0.06% | 132 | +1,461 | 13.88% | Q3 2026 | Oct 19, 2026 |
| Archer Investment Corp | History | Added to | 11,242 | 524 | 0.1% | 0.1% | 133 | +643 | 6.07% | Q3 2026 | Nov 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,468 | 523 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,051 | 515 | 0.46% | 0.29% | 135 | +3,040 | 37.95% | Q3 2026 | Oct 22, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 10,922 | 509 | 0.18% | 0.27% | 136 | -5,511 | -33.54% | Q3 2026 | Oct 07, 2026 |
| James T. Borello RIA | History | Added to | 10,807 | 504 | 0.1% | 0.09% | 137 | +1,286 | 13.51% | Q3 2026 | Oct 16, 2026 |
| Capital Analysts, LLC | History | No change | 10,954 | 500 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 10,667 | 497 | 0.28% | 0.33% | 139 | -566 | -5.04% | Q3 2026 | Oct 13, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 10,518 | 490 | 0.1% | 0.14% | 140 | -12 | -0.11% | Q3 2026 | Oct 20, 2026 |
| Triton Financial Group Inc | History | No change | 10,735 | 489 | 0.28% | 0.28% | 141 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 10,266 | 484 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sigma Planning Corp | History | Added to | 10,327 | 481 | 0.01% | 0.01% | 143 | +45 | 0.44% | Q3 2026 | Oct 23, 2026 |
| Midwest Financial Group LLC | History | New | 10,227 | 477 | 0.16% | — | 144 | +10,227 | New | Q3 2026 | Oct 15, 2026 |
| BIP Wealth, LLC | History | Added to | 9,573 | 446 | 0.01% | 0.01% | 145 | +2,872 | 42.86% | Q3 2026 | Oct 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 9,722 | 443 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 9,402 | 438 | 0.01% | — | 147 | +9,402 | New | Q3 2026 | Oct 22, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 9,374 | 437 | 0.28% | 0.32% | 148 | -402 | -4.11% | Q3 2026 | Oct 13, 2026 |
| Vantage Point Financial LLC | History | No change | 9,555 | 436 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 9,508 | 433 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,244 | 431 | 0.02% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 8,889 | 414 | 0.25% | 0.24% | 152 | -22 | -0.25% | Q3 2026 | Oct 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 8,942 | 408 | 0.15% | 0.15% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 8,926 | 407 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,432 | 402 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,804 | 401 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,407 | 392 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BigSur Wealth Management LLC | History | Added to | 8,357 | 389 | 0.09% | 0.08% | 158 | +605 | 7.8% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 8,342 | 380 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,283 | 378 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 7,810 | 364 | 0.41% | 0.44% | 161 | -255 | -3.16% | Q3 2026 | Oct 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,794 | 363 | 0.01% | 0.01% | 162 | -454 | -5.5% | Q3 2026 | Oct 13, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 7,773 | 362 | 0.07% | 0.07% | 163 | +256 | 3.41% | Q3 2026 | Oct 15, 2026 |
| Compass Advisory Group LLC | History | No change | 7,690 | 350 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 7,457 | 347 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Madison Wealth Partners, Inc | History | No change | 7,578 | 345 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 7,519 | 343 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | Reduced | 7,335 | 342 | 0.04% | 0.05% | 168 | -1,500 | -16.98% | Q3 2026 | Oct 19, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 7,300 | 340 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 7,078 | 330 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 7,050 | 328 | 0.07% | 0.08% | 171 | -85 | -1.19% | Q3 2026 | Oct 20, 2026 |
| Berkshire Money Management, Inc. | History | New | 6,886 | 321 | 0.03% | — | 172 | +6,886 | New | Q3 2026 | Oct 21, 2026 |
| TrustBank | History | New | 6,860 | 320 | 0.1% | — | 173 | +6,860 | New | Q3 2026 | Oct 20, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,879 | 313 | 0.13% | 0.13% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 6,596 | 307 | 0.26% | 0.26% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Curated Wealth Partners LLC | History | No change | 6,580 | 306 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 6,555 | 305 | 0.18% | 0.15% | 177 | +855 | 15.0% | Q3 2026 | Oct 13, 2026 |
| Certified Advisory Corp | History | Reduced | 6,505 | 303 | 0.03% | 0.03% | 178 | -400 | -5.79% | Q3 2026 | Oct 29, 2026 |
| Bison Wealth, LLC | History | No change | 6,400 | 301 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 6,475 | 295 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,310 | 294 | 0.0% | 0.0% | 181 | -876 | -12.19% | Q3 2026 | Oct 08, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,295 | 293 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,186 | 288 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 6,091 | 284 | 0.12% | — | 184 | +6,091 | New | Q3 2026 | Oct 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 6,019 | 280 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 6,043 | 275 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,874 | 274 | 0.16% | 0.16% | 187 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,623 | 262 | 0.01% | 0.01% | 188 | -235 | -4.01% | Q3 2026 | Oct 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 5,575 | 260 | 0.02% | 0.02% | 189 | +191 | 3.55% | Q3 2026 | Oct 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,532 | 258 | 0.01% | 0.01% | 190 | -300 | -5.14% | Q3 2026 | Oct 29, 2026 |
| Michels Family Financial, LLC | History | New | 5,290 | 246 | 0.15% | — | 191 | +5,290 | New | Q3 2026 | Nov 02, 2026 |
| Goldstein Advisors, LLC | History | New | 5,247 | 244 | 0.02% | — | 193 | +5,247 | New | Q3 2026 | Oct 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 5,231 | 244 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ProCore Advisors, LLC | History | No change | 5,200 | 242 | 0.29% | 0.29% | 194 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PFG Advisors | History | Reduced | 5,062 | 236 | 0.01% | 0.01% | 195 | -100 | -1.94% | Q3 2026 | Oct 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,156 | 235 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kathmere Capital Management, LLC | History | No change | 5,000 | 233 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,000 | 233 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Simplicity Wealth,LLC | History | New | 4,963 | 231 | 0.01% | — | 199 | +4,963 | New | Q3 2026 | Oct 23, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 5,050 | 230 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,870 | 222 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,724 | 220 | 0.0% | — | 202 | +4,724 | New | Q3 2026 | Nov 02, 2026 |
| Occidental Asset Management, LLC | History | New | 4,599 | 214 | 0.02% | — | 203 | +4,599 | New | Q3 2026 | Nov 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,531 | 211 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Clear Point Advisors Inc. | History | New | 4,490 | 209 | 0.14% | — | 206 | +4,490 | New | Q3 2026 | Oct 30, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,484 | 209 | 0.01% | 0.02% | 205 | -2,788 | -38.34% | Q3 2026 | Oct 15, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 4,528 | 206 | 0.14% | 0.14% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 4,429 | 206 | 0.19% | 0.19% | 208 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Faithward Advisors, LLC | History | No change | 4,492 | 205 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 4,414 | 205 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,481 | 204 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 3,850 | 175 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,761 | 175 | 0.17% | 0.17% | 213 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,795 | 127 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,375 | 110 | 0.0% | 0.01% | 215 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MidFirst Bank | History | No change | 2,209 | 100 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,745 | 81 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JDM Financial Group LLC | History | No change | 1,704 | 77 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Triumph Capital Management | History | No change | 1,580 | 73 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,286 | 58 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,080 | 49 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 681 | 31 | 0.0% | — | 222 | +681 | New | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 550 | 25 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 458 | 21 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 389 | 17 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 386 | 17 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IFS Advisors, LLC | History | New | 54 | 2 | 0.0% | — | 228 | +54 | New | Q3 2026 | Oct 14, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Closed out | 0 | 0 | — | 3.01% | — | -123,580 | -100.0% | Q3 2026 | Oct 07, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -17,500 | -100.0% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,685 | -100.0% | Q3 2026 | Oct 15, 2026 |