Innovator ETFs Trust - PDEC
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 | 3,189,654 | 135,560 | 0.04% | 0.05% | 1 | -58,599 | -1.8% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,611,487 | 73,951 | 0.57% | 0.77% | 2 | +74,431 | 4.84% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,082,442 | 49,673 | 0.05% | 0.05% | 3 | -27,202 | -2.45% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 709,499 | 32,558 | 0.08% | 0.09% | 4 | -25,491 | -3.47% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 700,486 | 32,145 | 0.04% | 0.04% | 5 | +101,651 | 16.97% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 616,836 | 28,306 | 0.04% | 0.04% | 6 | -45,162 | -6.82% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 608,245 | 27,912 | 0.01% | 0.01% | 7 | +5,069 | 0.84% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 457,989 | 21,017 | 0.02% | 0.02% | 8 | -13,519 | -2.87% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 280,031 | 12,850 | 0.01% | 0.01% | 9 | -15,815 | -5.35% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 250,338 | 11,487 | 0.04% | 0.05% | 10 | -64,924 | -20.59% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 248,963 | 11,424 | 0.0% | 0.0% | 11 | -8,944 | -3.47% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 243,140 | 11,157 | 0.0% | 0.0% | 12 | -6,470 | -2.59% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 235,490 | 10,806 | 1.6% | 1.73% | 13 | -5,362 | -2.23% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 204,353 | 9,377 | 0.04% | 0.05% | 14 | -7,511 | -3.55% | Q2 2026 | Aug 18, 2026 |
| MBL Wealth, LLC | History | Added to | 171,359 | 7,863 | 0.54% | 0.54% | 15 | +2,758 | 1.64% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 155,922 | 7,155 | 0.01% | 0.01% | 16 | -119 | -0.08% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 147,549 | 6,771 | 0.22% | 0.23% | 17 | -870 | -0.59% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | Reduced | 142,709 | 6,548 | 0.13% | 0.27% | 18 | -117,054 | -45.06% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Reduced | 139,796 | 6,415 | 0.06% | 0.4% | 19 | -690,660 | -83.17% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 134,093 | 6,154 | 0.01% | 0.01% | 20 | +3,684 | 2.82% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 130,442 | 5,985 | 0.69% | 0.73% | 21 | -1,350 | -1.02% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 124,245 | 5,701 | 0.17% | 0.18% | 22 | -1,255 | -1.0% | Q2 2026 | Jul 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 117,857 | 5,408 | 0.01% | 0.01% | 23 | +21,167 | 21.89% | Q2 2026 | Aug 07, 2026 |
| Catalina Capital Group, LLC | History | No change | 126,094 | 5,358 | 3.19% | 3.19% | 24 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 112,864 | 5,179 | 1.37% | 1.43% | 25 | -3,855 | -3.3% | Q2 2026 | Aug 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 111,207 | 5,103 | 0.45% | 0.48% | 26 | -4,274 | -3.7% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 5,012 | 0.01% | 0.02% | 27 | -109,233 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 104,353 | 4,788 | 0.05% | 0.03% | 28 | +49,843 | 91.44% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 103,679 | 4,757 | 0.0% | 0.0% | 29 | +37,660 | 57.04% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 99,648 | 4,572 | 0.64% | 0.67% | 30 | -126 | -0.13% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 98,203 | 4,507 | 0.01% | 0.01% | 31 | -17,960 | -15.46% | Q2 2026 | Jul 27, 2026 |
| Trek Financial, LLC | History | No change | 86,581 | 3,973 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 84,937 | 3,898 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 82,532 | 3,787 | 0.74% | 0.76% | 34 | -187 | -0.23% | Q2 2026 | Jul 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 80,604 | 3,698 | 0.42% | 0.46% | 35 | -3,487 | -4.15% | Q2 2026 | Jul 22, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 77,697 | 3,565 | 1.66% | 1.81% | 36 | -242 | -0.31% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 77,652 | 3,563 | 0.47% | 0.54% | 37 | -581 | -0.74% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 77,439 | 3,553 | 0.03% | 0.03% | 38 | -4,348 | -5.32% | Q2 2026 | Aug 06, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 76,809 | 3,524 | 1.62% | 1.73% | 39 | -1,087 | -1.4% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 76,508 | 3,503 | 0.76% | 0.72% | 40 | +6,885 | 9.89% | Q2 2026 | Aug 03, 2026 |
| Compass Advisory Group LLC | History | Reduced | 72,451 | 3,324 | 0.79% | 0.83% | 41 | -393 | -0.54% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 71,470 | 3,279 | 1.53% | 1.49% | 42 | -135 | -0.19% | Q2 2026 | Jul 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 69,115 | 3,193 | 1.15% | 1.18% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 69,528 | 3,190 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 66,032 | 3,030 | 0.06% | 0.07% | 45 | -10,089 | -13.25% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 63,237 | 2,901 | 0.01% | 0.01% | 46 | +11,006 | 21.07% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 63,036 | 2,892 | 0.64% | 0.68% | 47 | -1,200 | -1.87% | Q2 2026 | Jul 24, 2026 |
| Weaver Capital Management LLC | History | No change | 67,710 | 2,877 | 0.63% | 0.62% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,268 | 2,857 | 0.0% | 0.0% | 49 | +28,322 | 83.43% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 60,800 | 2,790 | 0.05% | 0.07% | 50 | -4,000 | -6.17% | Q2 2026 | Aug 06, 2026 |
| Southland Equity Partners LLC | History | Reduced | 59,748 | 2,741 | 0.48% | 0.5% | 51 | -375 | -0.62% | Q2 2026 | Jul 13, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 59,335 | 2,722 | 2.13% | 2.28% | 52 | -349 | -0.58% | Q2 2026 | Jul 24, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 58,272 | 2,674 | 0.04% | 0.05% | 53 | -3,137 | -5.11% | Q2 2026 | Aug 10, 2026 |
| Weaver Consulting Group | History | Reduced | 58,066 | 2,664 | 0.55% | 0.59% | 54 | -124 | -0.21% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 54,072 | 2,481 | 0.03% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 53,204 | 2,441 | 0.01% | 0.01% | 56 | +1,302 | 2.51% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 52,956 | 2,430 | 0.12% | 0.13% | 57 | -1,110 | -2.05% | Q2 2026 | Jul 31, 2026 |
| BCS Wealth Management | History | Reduced | 51,745 | 2,374 | 0.43% | 0.45% | 58 | -300 | -0.58% | Q2 2026 | Jul 16, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 50,632 | 2,323 | 0.37% | 0.41% | 59 | -1,848 | -3.52% | Q2 2026 | Jul 15, 2026 |
| Chris Bulman Inc | History | Reduced | 50,400 | 2,312 | 0.84% | 1.06% | 60 | -6,585 | -11.56% | Q2 2026 | Jul 22, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 49,939 | 2,291 | 0.98% | 1.0% | 61 | -265 | -0.53% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 48,872 | 2,242 | 0.0% | 0.0% | 62 | +43,567 | 821.24% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 48,150 | 2,209 | 0.0% | 0.0% | 63 | -17,317 | -26.45% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,276 | 2,169 | 0.03% | 0.03% | 64 | +667 | 1.43% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 47,155 | 2,163 | 0.97% | 1.13% | 65 | -5,787 | -10.93% | Q2 2026 | Jul 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 46,034 | 2,112 | 0.02% | 0.02% | 66 | -225 | -0.49% | Q2 2026 | Jul 27, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 45,848 | 2,103 | 0.5% | 0.53% | 67 | -200 | -0.43% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,543 | 2,044 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 44,055 | 2,021 | 0.12% | 0.14% | 69 | -2,000 | -4.34% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 43,545 | 1,998 | 0.02% | 0.02% | 70 | -2,835 | -6.11% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 43,030 | 1,974 | 0.74% | 0.81% | 71 | +1,677 | 4.06% | Q2 2026 | Jul 30, 2026 |
| RED REEF ADVISORS LLC | History | No change | 42,630 | 1,956 | 1.8% | 1.9% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 41,801 | 1,918 | 0.01% | 0.02% | 73 | -770 | -1.81% | Q2 2026 | Jul 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 40,164 | 1,843 | 0.03% | 0.01% | 74 | +25,816 | 179.93% | Q2 2026 | Aug 14, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 39,665 | 1,820 | 1.31% | 1.44% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 37,391 | 1,715 | 0.14% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 36,777 | 1,687 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 35,000 | 1,606 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 34,367 | 1,577 | 0.01% | 0.02% | 79 | -32,309 | -48.46% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,367 | 1,541 | 0.0% | 0.0% | 80 | -10,057 | -23.16% | Q2 2026 | Jul 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 33,497 | 1,537 | 0.02% | 0.03% | 81 | -5,114 | -13.24% | Q2 2026 | Aug 03, 2026 |
| Dakota Wealth Management | History | Added to | 33,399 | 1,532 | 0.03% | 0.01% | 82 | +21,873 | 189.77% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 33,217 | 1,524 | 0.01% | 0.01% | 83 | -7,712 | -18.84% | Q2 2026 | Aug 03, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 31,751 | 1,457 | 0.15% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 31,610 | 1,450 | 0.15% | 0.15% | 85 | -32,854 | -50.96% | Q2 2026 | Jul 16, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 30,776 | 1,412 | 0.15% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 29,324 | 1,345 | 0.9% | 0.94% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FSA Advisors, Inc. | History | Reduced | 28,994 | 1,330 | 0.61% | 0.82% | 88 | -312 | -1.06% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,358 | 1,255 | 0.02% | 0.02% | 89 | -250 | -0.91% | Q2 2026 | Jul 20, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 28,059 | 1,192 | 0.21% | 0.22% | 90 | -1,649 | -5.55% | Q2 2026 | Aug 03, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 25,724 | 1,180 | 0.49% | 0.51% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 25,194 | 1,156 | 0.07% | 0.08% | 92 | -525 | -2.04% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 24,966 | 1,145 | 0.05% | 0.06% | 93 | -485 | -1.91% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | Added to | 24,313 | 1,115 | 0.01% | 0.01% | 94 | +15,997 | 192.36% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 24,208 | 1,110 | 0.02% | 0.02% | 95 | -3,861 | -13.76% | Q2 2026 | Jul 31, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 23,678 | 1,091 | 0.14% | 0.14% | 96 | -116 | -0.49% | Q2 2026 | Jul 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 22,950 | 1,053 | 0.1% | 0.37% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 21,972 | 1,008 | 0.02% | 0.02% | 98 | -62 | -0.28% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 21,701 | 995 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First City Capital Management, Inc. | History | Reduced | 21,285 | 976 | 0.47% | 0.49% | 100 | -525 | -2.41% | Q2 2026 | Jul 13, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 21,165 | 971 | 0.72% | 0.89% | 101 | -515 | -2.38% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | No change | 20,984 | 962 | 0.3% | 0.31% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 20,922 | 960 | 0.02% | — | 103 | +20,922 | New | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Reduced | 20,849 | 956 | 0.03% | 0.03% | 104 | -773 | -3.58% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,736 | 951 | 0.0% | 0.0% | 105 | +10,009 | 93.31% | Q2 2026 | Sep 02, 2026 |
| TopTier Wealth Management, LLC | History | No change | 19,310 | 886 | 0.54% | 0.5% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,990 | 871 | 0.01% | 0.01% | 107 | -1,748 | -8.43% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,676 | 857 | 0.03% | 0.04% | 108 | -109 | -0.58% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Added to | 19,526 | 853 | 0.01% | 0.01% | 109 | +2,083 | 11.94% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 17,601 | 807 | 0.04% | 0.05% | 110 | -3,663 | -17.23% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,535 | 804 | 0.02% | 0.02% | 111 | -226 | -1.27% | Q2 2026 | Jul 07, 2026 |
| TrustBank | History | Reduced | 17,266 | 792 | 0.27% | 0.29% | 113 | -100 | -0.58% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 17,266 | 792 | 0.06% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | Added to | 16,958 | 778 | 0.02% | 0.01% | 114 | +5,278 | 45.19% | Q2 2026 | Aug 11, 2026 |
| Triton Financial Group Inc | History | Reduced | 16,205 | 743 | 0.43% | 2.43% | 115 | -16,205 | -50.0% | Q2 2026 | Aug 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 16,164 | 741 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | History | No change | 16,050 | 736 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 15,597 | 715 | 0.31% | 0.35% | 118 | -1,452 | -8.52% | Q2 2026 | Aug 04, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 15,500 | 709 | 0.0% | 0.01% | 119 | -180 | -1.15% | Q2 2026 | Aug 11, 2026 |
| WPWealth LLP | History | No change | 15,320 | 703 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Commerce Advisors, LLC | History | No change | 14,991 | 687 | 0.37% | 0.54% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 14,729 | 675 | 0.25% | 0.27% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 14,452 | 663 | 0.51% | 0.53% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 14,305 | 656 | 0.08% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 14,174 | 650 | 0.5% | 0.56% | 125 | -1,000 | -6.59% | Q2 2026 | Jul 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 15,158 | 644 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 13,622 | 625 | 0.01% | 0.01% | 127 | -358 | -2.56% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 13,582 | 623 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITY HOLDING CO | History | Reduced | 13,430 | 616 | 0.07% | 0.1% | 129 | -4,520 | -25.18% | Q2 2026 | Jul 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,368 | 613 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Nuveen, LLC | History | New | 13,250 | 608 | 0.0% | — | 131 | +13,250 | New | Q2 2026 | Aug 11, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,979 | 595 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TSG Advice Partners, LLC | History | No change | 13,906 | 591 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Old Port Advisors | History | No change | 12,380 | 568 | 0.11% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | No change | 12,230 | 561 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,234 | 561 | 0.02% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORAN Wealth, LLC | History | No change | 11,838 | 543 | 0.07% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 11,601 | 532 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 11,550 | 530 | 0.17% | 0.19% | 139 | -920 | -7.38% | Q2 2026 | Aug 04, 2026 |
| Modera Wealth Management, LLC | History | No change | 11,531 | 529 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,366 | 521 | 0.0% | 0.0% | 141 | -91 | -0.79% | Q2 2026 | Jul 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 11,292 | 518 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 11,100 | 509 | 0.25% | 0.27% | 143 | -100 | -0.89% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,948 | 502 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Water Asset Management | History | No change | 10,950 | 502 | 0.16% | 0.16% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 10,703 | 491 | 0.09% | 0.11% | 147 | -701 | -6.15% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 10,708 | 491 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 10,612 | 486 | 0.1% | 0.13% | 148 | -2,600 | -19.68% | Q2 2026 | Aug 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,927 | 455 | 0.03% | 0.03% | 150 | -329 | -3.21% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 9,925 | 455 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,755 | 447 | 0.0% | 0.0% | 151 | -1,800 | -15.58% | Q2 2026 | Jul 27, 2026 |
| McAdam, LLC | History | Reduced | 9,346 | 428 | 0.02% | 0.02% | 152 | -59 | -0.63% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | Added to | 9,283 | 425 | 0.09% | 0.1% | 153 | +40 | 0.43% | Q2 2026 | Jul 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 9,193 | 421 | 0.03% | 0.03% | 154 | -755 | -7.59% | Q2 2026 | Jul 30, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 9,158 | 420 | 0.24% | 0.26% | 155 | -250 | -2.66% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,026 | 414 | 0.01% | — | 158 | +9,026 | New | Q2 2026 | Aug 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 9,038 | 414 | 0.1% | 0.11% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,026 | 414 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8,507 | 390 | 0.11% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,165 | 374 | 0.0% | 0.0% | 160 | +314 | 4.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,148 | 373 | 0.02% | 0.03% | 161 | -145 | -1.75% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,080 | 370 | 0.01% | 0.01% | 162 | -594 | -6.85% | Q2 2026 | Jul 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,000 | 367 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 7,789 | 357 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Square, LLC | History | No change | 7,336 | 338 | 0.15% | 0.15% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,232 | 331 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 7,074 | 324 | 0.08% | 0.08% | 167 | +129 | 1.86% | Q2 2026 | Aug 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,908 | 317 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vantage Point Financial LLC | History | No change | 6,764 | 310 | 0.09% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 6,722 | 310 | 0.16% | 0.17% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 6,696 | 307 | 0.14% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 6,617 | 303 | 0.05% | 0.05% | 172 | +225 | 3.52% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,295 | 289 | 0.01% | 0.01% | 173 | -1,187 | -15.86% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 6,208 | 284 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,137 | 281 | 0.16% | 0.19% | 175 | -700 | -10.24% | Q2 2026 | Aug 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 5,966 | 273 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,908 | 271 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,851 | 268 | 0.0% | 0.0% | 178 | -156 | -2.6% | Q2 2026 | Aug 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,830 | 267 | 0.01% | 0.02% | 179 | -1,711 | -22.69% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,808 | 266 | 0.11% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,766 | 264 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 5,633 | 258 | 0.06% | 0.07% | 182 | -64 | -1.12% | Q2 2026 | Jul 09, 2026 |
| ATX Financial Planning, LLC | History | No change | 5,603 | 257 | 0.17% | 0.18% | 183 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| WealthShield Partners, LLC | History | No change | 5,582 | 256 | 0.04% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 5,382 | 246 | 0.11% | — | 185 | +5,382 | New | Q2 2026 | Aug 07, 2026 |
| Delta Investment Management, LLC | History | Reduced | 5,296 | 243 | 0.04% | 0.04% | 186 | -522 | -8.97% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 5,240 | 240 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 5,231 | 240 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,200 | 238 | 0.06% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Firestone Capital Management | History | No change | 5,164 | 236 | 0.04% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,030 | 230 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WorthPointe, LLC | History | No change | 4,914 | 225 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 4,901 | 224 | 0.06% | 0.06% | 193 | -182 | -3.58% | Q2 2026 | Jul 21, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,868 | 223 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,746 | 217 | 0.01% | 0.01% | 195 | -111 | -2.29% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,700 | 215 | 0.01% | — | 197 | +4,700 | New | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,698 | 215 | 0.01% | — | 196 | +4,698 | New | Q2 2026 | Jul 31, 2026 |
| Goldstein Advisors, LLC | History | New | 4,679 | 214 | 0.02% | — | 198 | +4,679 | New | Q2 2026 | Jul 20, 2026 |
| Bluespring Wealth Management, LLC | History | New | 4,620 | 212 | 0.0% | — | 199 | +4,620 | New | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | New | 4,619 | 211 | 0.04% | — | 200 | +4,619 | New | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 4,583 | 210 | 0.04% | — | 201 | +4,583 | New | Q2 2026 | Aug 05, 2026 |
| Hirtle & Co., LLC | History | New | 4,527 | 207 | 0.01% | — | 202 | +4,527 | New | Q2 2026 | Aug 14, 2026 |
| William Mack & Associates, Inc. | History | New | 4,416 | 202 | 0.07% | — | 203 | +4,416 | New | Q2 2026 | Jul 10, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 4,397 | 201 | 0.04% | 0.06% | 204 | -1,355 | -23.56% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4,309 | 197 | 0.12% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | New | 3,253 | 149 | 0.0% | — | 206 | +3,253 | New | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | No change | 3,200 | 146 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bernard Wealth Management Corp. | History | No change | 3,015 | 138 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,680 | 122 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,437 | 111 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 2,310 | 106 | 0.02% | 0.02% | 211 | -125 | -5.13% | Q2 2026 | Jul 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,235 | 102 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,006 | 92 | 0.0% | 0.0% | 213 | +1,506 | 301.2% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,000 | 91 | 0.0% | 0.0% | 214 | +500 | 33.33% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,985 | 91 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,728 | 79 | 0.01% | 0.01% | 216 | -290 | -14.37% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 1,736 | 73 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,449 | 66 | 0.0% | — | 218 | +1,449 | New | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 1,250 | 57 | 0.05% | — | 219 | +1,250 | New | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 926 | 42 | 0.0% | — | 220 | +926 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 874 | 39 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 484 | 22 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 330 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 322 | 13 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 13 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 236 | 10 | 0.01% | — | 227 | +236 | New | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 236 | 10 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Oakmont Advisory Group, LLC | History | New | 204 | 9 | 0.01% | — | 228 | +204 | New | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 190 | 8 | 0.0% | — | 230 | +190 | New | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 176 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COUNTRY TRUST BANK | History | New | 40 | 1 | 0.0% | — | 232 | +40 | New | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GTS FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 3.79% | — | -127,194 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -28,614 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Talon Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -27,560 | -100.0% | Q2 2026 | Sep 11, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -15,451 | -100.0% | Q2 2026 | Aug 11, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,950 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,500 | -100.0% | Q2 2026 | Jul 07, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,639 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,096 | -100.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,469 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,136 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,963 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,197 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,980 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,928 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,826 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -870 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q2 2026 | Jul 01, 2026 |