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 | 3,248,253 | 140,909 | 0.05% | 0.04% | 1 | -25,401 | -0.78% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,537,056 | 65,324 | 0.77% | 0.75% | 2 | +86,994 | 6.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 1,109,644 | 47,159 | 0.05% | 0.06% | 3 | -3,127 | -0.28% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 830,456 | 35,294 | 0.4% | 0.42% | 4 | -10,465 | -1.24% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 734,990 | 31,237 | 0.09% | 0.09% | 5 | -20,502 | -2.71% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 661,998 | 28,134 | 0.04% | 0.04% | 6 | +301 | 0.05% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 603,176 | 25,634 | 0.01% | 0.01% | 7 | -25,587 | -4.07% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 598,835 | 25,450 | 0.04% | 0.05% | 8 | -187,803 | -23.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 471,508 | 20,039 | 0.02% | 0.02% | 9 | -49,480 | -9.5% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 315,262 | 13,398 | 0.05% | 0.05% | 10 | +50,894 | 19.25% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 295,846 | 12,573 | 0.01% | 0.02% | 11 | -52,484 | -15.07% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | No change | 259,763 | 11,039 | 0.27% | 0.24% | 12 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 257,907 | 10,961 | 0.0% | 0.0% | 13 | +28,220 | 12.29% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 249,610 | 10,608 | 0.0% | 0.0% | 14 | -8,740 | -3.38% | Q1 2026 | May 14, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 240,852 | 10,236 | 1.73% | 1.72% | 15 | -7,903 | -3.18% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 211,864 | 9,004 | 0.05% | 0.05% | 16 | +34,912 | 19.73% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 168,601 | 7,165 | 0.54% | 0.45% | 17 | +38,396 | 29.49% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,041 | 6,631 | 0.01% | 0.01% | 18 | +2,947 | 1.92% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 148,419 | 6,307 | 0.23% | 0.24% | 19 | -6,484 | -4.19% | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Reduced | 131,792 | 5,601 | 0.73% | 0.77% | 20 | -3,422 | -2.53% | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 130,409 | 5,542 | 0.01% | 0.01% | 21 | +5,800 | 4.65% | Q1 2026 | Apr 22, 2026 |
| Catalina Capital Group, LLC | History | Added to | 126,094 | 5,358 | 3.19% | 3.1% | 22 | +8,454 | 7.19% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 125,500 | 5,333 | 0.18% | 0.2% | 23 | -6,234 | -4.73% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 116,719 | 4,960 | 1.43% | 1.53% | 24 | +595 | 0.51% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 116,163 | 4,937 | 0.01% | 0.02% | 25 | -21,011 | -15.32% | Q1 2026 | Apr 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 115,481 | 4,907 | 0.48% | 0.65% | 26 | -37,822 | -24.67% | Q1 2026 | Apr 29, 2026 |
| GTS FINANCIAL, LLC | History | New | 127,194 | 4,782 | 3.79% | — | 27 | +127,194 | New | Q1 2026 | May 19, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 109,233 | 4,642 | 0.02% | 0.04% | 28 | -102,038 | -48.3% | Q1 2026 | May 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 99,774 | 4,240 | 0.67% | 0.76% | 29 | -6,585 | -6.19% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 96,690 | 4,109 | 0.01% | 0.01% | 30 | -43,434 | -31.0% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 86,581 | 3,679 | 0.2% | 0.23% | 31 | -6,426 | -6.91% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 84,937 | 3,610 | 0.09% | 0.11% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 84,091 | 3,573 | 0.46% | 0.46% | 33 | +5,369 | 6.82% | Q1 2026 | Apr 20, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 82,719 | 3,532 | 0.76% | 0.79% | 34 | -1,179 | -1.41% | Q1 2026 | Apr 08, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 77,939 | 3,498 | 1.81% | 2.21% | 35 | -33 | -0.04% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 81,787 | 3,475 | 0.03% | 0.04% | 36 | -2,568 | -3.04% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 78,233 | 3,324 | 0.54% | 0.47% | 37 | -2,445 | -3.03% | Q1 2026 | May 15, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 77,896 | 3,310 | 1.73% | 1.72% | 38 | -1,179 | -1.49% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 76,121 | 3,235 | 0.07% | 0.07% | 39 | -236 | -0.31% | Q1 2026 | May 15, 2026 |
| Compass Advisory Group LLC | History | Added to | 72,844 | 3,095 | 0.83% | 0.85% | 40 | +170 | 0.23% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 71,605 | 3,043 | 1.49% | 1.57% | 41 | -650 | -0.9% | Q1 2026 | Apr 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 69,623 | 2,958 | 0.72% | 1.09% | 42 | -41,258 | -37.21% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 69,528 | 2,954 | 0.02% | 0.02% | 43 | -305 | -0.44% | Q1 2026 | May 08, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 69,115 | 2,937 | 1.18% | 1.38% | 44 | -5,115 | -6.89% | Q1 2026 | May 13, 2026 |
| Weaver Capital Management LLC | History | Reduced | 67,710 | 2,877 | 0.62% | 0.63% | 45 | -957 | -1.39% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 66,676 | 2,833 | 0.02% | 0.02% | 46 | -2,251 | -3.27% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 66,019 | 2,805 | 0.0% | 0.01% | 47 | -56,990 | -46.33% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 65,467 | 2,782 | 0.0% | 0.0% | 48 | -802 | -1.21% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 64,800 | 2,754 | 0.07% | 0.06% | 49 | -1,000 | -1.52% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 64,464 | 2,739 | 0.15% | 0.16% | 50 | +33,557 | 108.57% | Q1 2026 | Apr 22, 2026 |
| Diligent Investors, LLC | History | Reduced | 64,236 | 2,730 | 0.68% | 0.7% | 51 | -1,820 | -2.76% | Q1 2026 | Apr 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 61,409 | 2,609 | 0.05% | 0.05% | 52 | -3,455 | -5.33% | Q1 2026 | May 01, 2026 |
| Southland Equity Partners LLC | History | Reduced | 60,123 | 2,555 | 0.5% | 0.52% | 53 | -751 | -1.23% | Q1 2026 | Apr 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 59,684 | 2,536 | 2.28% | 2.43% | 54 | +3,007 | 5.31% | Q1 2026 | Apr 23, 2026 |
| Weaver Consulting Group | History | Added to | 58,190 | 2,473 | 0.59% | 0.58% | 55 | +3,084 | 5.6% | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | Reduced | 56,985 | 2,421 | 1.06% | 1.11% | 56 | -713 | -1.24% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 54,510 | 2,316 | 0.03% | 0.05% | 57 | -53,041 | -49.32% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 54,072 | 2,298 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 54,066 | 2,297 | 0.13% | 0.16% | 59 | -8,850 | -14.07% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 52,942 | 2,250 | 1.13% | 1.28% | 60 | -5,807 | -9.88% | Q1 2026 | Apr 02, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 52,480 | 2,230 | 0.41% | 0.46% | 61 | -3,372 | -6.04% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 52,231 | 2,219 | 0.01% | 0.01% | 62 | -5,023 | -8.77% | Q1 2026 | Jun 02, 2026 |
| BCS Wealth Management | History | Reduced | 52,045 | 2,211 | 0.45% | 0.46% | 63 | -52,977 | -50.44% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 51,902 | 2,205 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 46,609 | 1,980 | 0.03% | 0.04% | 65 | -3,514 | -7.01% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 46,380 | 1,971 | 0.02% | 0.03% | 66 | +224 | 0.49% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 46,259 | 1,966 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 46,055 | 1,957 | 0.14% | 0.15% | 69 | -2,525 | -5.2% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 46,048 | 1,957 | 0.53% | 0.51% | 68 | -1,590 | -3.34% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,543 | 1,893 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,424 | 1,854 | 0.0% | 0.01% | 71 | -158,576 | -78.5% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 42,571 | 1,818 | 0.02% | 0.02% | 72 | -1,677 | -3.79% | Q1 2026 | Apr 07, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 42,630 | 1,811 | 1.9% | 1.9% | 73 | -463 | -1.07% | Q1 2026 | May 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 41,353 | 1,757 | 0.81% | 0.79% | 74 | +1,250 | 3.12% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 40,929 | 1,739 | 0.01% | 0.01% | 75 | -670 | -1.61% | Q1 2026 | May 13, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 39,665 | 1,685 | 1.44% | 1.69% | 76 | -28 | -0.07% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 38,611 | 1,640 | 0.03% | 0.03% | 77 | -469 | -1.2% | Q1 2026 | May 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 37,391 | 1,589 | 0.16% | 0.16% | 78 | -1,326 | -3.42% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,777 | 1,563 | 0.02% | 0.02% | 79 | -215 | -0.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | New | 35,000 | 1,487 | 0.0% | — | 80 | +35,000 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,946 | 1,442 | 0.0% | 0.0% | 81 | -7,865 | -18.81% | Q1 2026 | May 15, 2026 |
| Triton Financial Group Inc | History | Added to | 32,410 | 1,391 | 2.43% | 0.46% | 82 | +16,205 | 100.0% | Q1 2026 | May 15, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 31,751 | 1,349 | 0.16% | 0.16% | 83 | -1,160 | -3.52% | Q1 2026 | May 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 30,776 | 1,307 | 0.17% | 0.08% | 84 | +17,581 | 133.24% | Q1 2026 | May 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 29,708 | 1,262 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 29,324 | 1,246 | 0.94% | 0.99% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FSA Advisors, Inc. | History | Reduced | 29,306 | 1,245 | 0.82% | 0.89% | 87 | -79 | -0.27% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 28,614 | 1,216 | 0.02% | 0.02% | 88 | +2,019 | 7.59% | Q1 2026 | May 18, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 28,069 | 1,192 | 0.02% | 0.03% | 89 | -1,285 | -4.38% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,608 | 1,173 | 0.02% | 0.03% | 90 | -4,805 | -14.82% | Q1 2026 | Apr 13, 2026 |
| Talon Private Wealth, LLC | History | New | 27,560 | 1,171 | 0.16% | — | 91 | +27,560 | New | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 25,724 | 1,093 | 0.51% | 0.54% | 93 | -800 | -3.02% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 25,719 | 1,093 | 0.08% | 0.08% | 92 | -16 | -0.06% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 25,451 | 1,081 | 0.06% | 0.06% | 94 | +103 | 0.41% | Q1 2026 | Apr 15, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 23,794 | 1,011 | 0.14% | — | 95 | +23,794 | New | Q1 2026 | Jun 01, 2026 |
| Three Seasons Wealth, LLC | History | No change | 22,950 | 975 | 0.37% | 0.09% | 96 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 22,034 | 936 | 0.02% | 0.02% | 97 | -1,348 | -5.77% | Q1 2026 | May 15, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 21,680 | 927 | 0.89% | 0.64% | 98 | +6,224 | 40.27% | Q1 2026 | May 15, 2026 |
| First City Capital Management, Inc. | History | Reduced | 21,810 | 926 | 0.49% | 0.52% | 99 | -670 | -2.98% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | No change | 21,701 | 922 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | No change | 21,622 | 918 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 21,264 | 903 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | Reduced | 20,984 | 891 | 0.31% | 0.31% | 103 | -4 | -0.02% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 20,738 | 881 | 0.01% | 0.01% | 104 | -5,138 | -19.86% | Q1 2026 | May 01, 2026 |
| TopTier Wealth Management, LLC | History | No change | 19,310 | 820 | 0.5% | 0.57% | 105 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,785 | 798 | 0.04% | 0.05% | 106 | -4,650 | -19.84% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | Reduced | 17,950 | 762 | 0.1% | 0.1% | 107 | -25 | -0.14% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,761 | 754 | 0.02% | 0.02% | 108 | +4,289 | 31.84% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Added to | 17,443 | 741 | 0.01% | 0.01% | 109 | +3,461 | 24.75% | Q1 2026 | Apr 27, 2026 |
| TrustBank | History | Added to | 17,366 | 738 | 0.29% | 0.31% | 110 | +20 | 0.12% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | No change | 17,266 | 733 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 17,049 | 724 | 0.35% | 0.32% | 112 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 16,164 | 686 | 0.11% | 0.13% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | Reduced | 16,050 | 682 | 0.03% | 0.03% | 114 | -200 | -1.23% | Q1 2026 | Apr 30, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 15,680 | 665 | 0.01% | 0.01% | 115 | -3,000 | -16.06% | Q1 2026 | May 11, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 15,451 | 656 | 0.43% | 0.02% | 116 | +14,574 | 1661.8% | Q1 2026 | May 08, 2026 |
| WPWealth LLP | History | No change | 15,320 | 651 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 15,174 | 644 | 0.56% | 0.66% | 119 | -1,856 | -10.9% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,158 | 644 | 0.02% | 0.02% | 118 | -322 | -2.08% | Q1 2026 | Apr 07, 2026 |
| Commerce Advisors, LLC | History | New | 14,991 | 637 | 0.54% | — | 120 | +14,991 | New | Q1 2026 | May 12, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 14,729 | 625 | 0.27% | 0.29% | 121 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 14,452 | 614 | 0.53% | 0.6% | 122 | -1,086 | -6.99% | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 14,348 | 609 | 0.01% | — | 123 | +14,348 | New | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 14,305 | 607 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 13,980 | 594 | 0.01% | 0.01% | 125 | -1,740 | -11.07% | Q1 2026 | May 01, 2026 |
| TSG Advice Partners, LLC | History | No change | 13,906 | 591 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Waterloo Capital, L.P. | History | No change | 13,582 | 577 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,368 | 568 | 0.0% | 0.0% | 128 | -12,179 | -47.67% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,212 | 561 | 0.13% | 0.13% | 129 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,979 | 551 | 0.07% | 0.08% | 130 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 12,470 | 529 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Old Port Advisors | History | No change | 12,380 | 526 | 0.12% | 0.13% | 132 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 12,234 | 519 | 0.04% | — | 134 | +12,234 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,230 | 519 | 0.01% | 0.01% | 133 | -94 | -0.76% | Q1 2026 | Apr 17, 2026 |
| HORAN Wealth, LLC | History | No change | 11,838 | 503 | 0.05% | 0.08% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Alpha, LLC | History | Reduced | 11,680 | 496 | 0.01% | 0.01% | 136 | -350 | -2.91% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 11,601 | 493 | 0.04% | 0.05% | 137 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | No change | 11,555 | 491 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 11,531 | 490 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dakota Wealth Management | History | Added to | 11,526 | 489 | 0.01% | 0.01% | 140 | +584 | 5.34% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,457 | 486 | 0.0% | 0.0% | 141 | +239 | 2.13% | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 11,404 | 484 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 11,292 | 479 | 0.12% | 0.13% | 143 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 11,200 | 476 | 0.27% | 0.27% | 144 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 10,708 | 475 | 0.03% | 0.03% | 145 | -256 | -2.33% | Q1 2026 | Apr 22, 2026 |
| LeClair Wealth Partners LLC | History | New | 10,950 | 465 | 0.16% | — | 148 | +10,950 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 10,950 | 465 | 0.16% | 0.18% | 147 | -312 | -2.77% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,948 | 465 | 0.03% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,727 | 455 | 0.0% | — | 149 | +10,727 | New | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 10,500 | 446 | 0.07% | — | 150 | +10,500 | New | Q1 2026 | Apr 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,256 | 435 | 0.03% | 0.04% | 151 | -115 | -1.11% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | New | 9,948 | 422 | 0.03% | — | 152 | +9,948 | New | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 9,925 | 421 | 0.01% | 0.01% | 153 | -402 | -3.89% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,026 | 403 | 0.01% | — | 154 | +9,026 | New | Q1 2026 | May 01, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 9,408 | 399 | 0.26% | 0.26% | 156 | -212 | -2.2% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 9,405 | 399 | 0.02% | 0.02% | 155 | +91 | 0.98% | Q1 2026 | May 08, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 9,243 | 392 | 0.1% | 0.1% | 157 | -83 | -0.89% | Q1 2026 | May 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 9,038 | 384 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,674 | 368 | 0.01% | 0.01% | 159 | +484 | 5.91% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8,507 | 361 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Added to | 8,316 | 353 | 0.01% | 0.01% | 161 | +239 | 2.96% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,293 | 352 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,000 | 340 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,851 | 333 | 0.0% | 0.0% | 164 | -1,628 | -17.17% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,789 | 331 | 0.0% | 0.01% | 165 | -563 | -6.74% | Q1 2026 | Apr 08, 2026 |
| Capital Square, LLC | History | No change | 7,336 | 327 | 0.15% | 0.16% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 7,639 | 324 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,541 | 320 | 0.02% | 0.76% | 168 | -256,601 | -97.15% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,482 | 318 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,232 | 307 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 7,096 | 301 | 0.1% | 0.1% | 171 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 6,722 | 300 | 0.17% | — | 172 | +6,722 | New | Q1 2026 | May 19, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 6,945 | 295 | 0.08% | 0.09% | 173 | -525 | -7.03% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,908 | 293 | 0.02% | 0.02% | 174 | -100 | -1.43% | Q1 2026 | May 06, 2026 |
| Grantvest Financial Group LLC | History | No change | 6,837 | 290 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,764 | 287 | 0.1% | 0.1% | 176 | -13 | -0.19% | Q1 2026 | May 01, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 6,696 | 286 | 0.15% | 0.8% | 177 | -25,748 | -79.36% | Q1 2026 | Apr 08, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 6,392 | 271 | 0.05% | 0.1% | 178 | -5,066 | -44.21% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 6,208 | 263 | 0.0% | 0.0% | 179 | -1,000 | -13.87% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,007 | 255 | 0.0% | 0.0% | 180 | -155 | -2.52% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 5,966 | 255 | 0.03% | 0.04% | 181 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,908 | 251 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Delta Investment Management, LLC | History | No change | 5,818 | 247 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,808 | 246 | 0.12% | 0.13% | 184 | -161 | -2.7% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,766 | 245 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 5,752 | 244 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 5,697 | 242 | 0.07% | 0.08% | 187 | -1,140 | -16.67% | Q1 2026 | Apr 15, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 5,603 | 238 | 0.18% | 0.23% | 188 | -1,356 | -19.49% | Q1 2026 | Apr 30, 2026 |
| WealthShield Partners, LLC | History | No change | 5,582 | 237 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,469 | 232 | 0.0% | 0.0% | 190 | -40,968 | -88.22% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 5,305 | 225 | 0.0% | — | 191 | +5,305 | New | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | No change | 5,240 | 222 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 5,231 | 222 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,200 | 221 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | No change | 5,164 | 219 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,136 | 218 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 5,083 | 216 | 0.06% | 0.06% | 197 | -141 | -2.7% | Q1 2026 | Apr 21, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,030 | 213 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,963 | 210 | 0.03% | 0.05% | 199 | -2,775 | -35.86% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | No change | 4,914 | 208 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,857 | 206 | 0.01% | 0.01% | 201 | -211 | -4.16% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,868 | 206 | 0.03% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4,309 | 183 | 0.13% | 0.15% | 203 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,363 | 145 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | No change | 3,200 | 136 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,015 | 128 | 0.05% | 0.05% | 206 | -6 | -0.2% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,680 | 113 | 0.01% | 0.01% | 207 | -95 | -3.42% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 2,435 | 103 | 0.02% | 0.02% | 208 | -50 | -2.01% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,437 | 103 | 0.11% | 0.11% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,235 | 94 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | New | 2,197 | 93 | 0.03% | — | 211 | +2,197 | New | Q1 2026 | May 01, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,018 | 85 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,985 | 84 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,980 | 84 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | No change | 1,928 | 81 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 1,826 | 77 | 0.04% | 0.22% | 216 | -8,000 | -81.42% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 1,736 | 73 | 0.0% | 0.0% | 217 | -3,346 | -65.84% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,500 | 63 | 0.0% | 0.0% | 218 | -75 | -4.76% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 874 | 36 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 870 | 36 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 539 | 23 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 500 | 21 | 0.0% | — | 222 | +500 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 484 | 20 | 0.0% | 0.0% | 223 | -97 | -16.7% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 330 | 14 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 322 | 13 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 236 | 10 | 0.0% | — | 227 | +236 | New | Q1 2026 | Apr 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 176 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Strategies & Associates | History | No change | 165 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Advocates, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -18,981 | -100.0% | Q1 2026 | May 05, 2026 |
| Castellan Group | History | Closed out | 0 | 0 | — | 0.07% | — | -12,186 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,225 | -100.0% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,125 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,257 | -100.0% | Q1 2026 | Apr 29, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,810 | -100.0% | Q1 2026 | Apr 16, 2026 |
| COFG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,268 | -100.0% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,769 | -100.0% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,761 | -100.0% | Q1 2026 | May 08, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,760 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,700 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,698 | -100.0% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,679 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -3,870 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -1,968 | -100.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,065 | -100.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q1 2026 | May 11, 2026 |