Innovator ETFs Trust - PDEC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 3,273,654 | 142,011 | 0.04% | 0.06% | 1 | -1,164,679 | -26.24% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,450,062 | 62,903 | 0.75% | 0.75% | 2 | -40,269 | -2.7% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,112,771 | 48,272 | 0.06% | 0.0% | 3 | +1,088,115 | 4413.19% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 840,921 | 36,479 | 0.42% | 0.08% | 4 | +676,677 | 411.99% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 786,638 | 34,124 | 0.05% | 0.07% | 5 | -488,090 | -38.29% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 755,492 | 32,773 | 0.09% | 0.08% | 6 | +10,935 | 1.47% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 661,697 | 28,704 | 0.04% | 0.03% | 7 | +70,857 | 11.99% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 628,763 | 27,275 | 0.01% | 0.01% | 8 | +93,140 | 17.39% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 520,988 | 22,600 | 0.02% | 0.02% | 9 | +18,365 | 3.65% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 348,330 | 15,110 | 0.02% | 0.01% | 10 | +56,276 | 19.27% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 264,368 | 11,468 | 0.05% | 0.05% | 11 | +27,867 | 11.78% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 264,142 | 11,458 | 0.76% | 0.73% | 12 | +12,362 | 4.91% | Q4 2025 | Apr 02, 2026 |
| Caprock Group, LLC | History | New | 259,763 | 11,268 | 0.24% | — | 13 | +259,763 | New | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 258,350 | 11,207 | 0.0% | 0.0% | 14 | +59,900 | 30.18% | Q4 2025 | Feb 18, 2026 |
| Bellwether Advisors, LLC | History | Added to | 248,755 | 10,790 | 1.72% | 1.38% | 15 | +49,730 | 24.99% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 229,687 | 9,963 | 0.0% | 0.0% | 16 | -33,263 | -12.65% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 211,271 | 9,536 | 0.04% | — | 17 | +211,271 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 202,000 | 8,813 | 0.01% | 0.0% | 18 | +130,538 | 182.67% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 176,952 | 7,676 | 0.05% | 0.06% | 19 | +16,538 | 10.31% | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Added to | 154,903 | 6,719 | 0.24% | 0.22% | 20 | +15,098 | 10.8% | Q4 2025 | Jan 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 153,303 | 6,650 | 0.65% | 0.68% | 21 | -7,835 | -4.86% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 153,094 | 6,641 | 0.01% | 0.01% | 22 | +4,147 | 2.78% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 140,124 | 6,078 | 0.01% | 0.01% | 23 | +55,582 | 65.74% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 137,174 | 5,951 | 0.02% | 0.02% | 24 | -31,756 | -18.8% | Q4 2025 | Feb 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 135,214 | 5,865 | 0.77% | 0.94% | 25 | -28,409 | -17.36% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 131,734 | 5,714 | 0.2% | 0.17% | 26 | +22,495 | 20.59% | Q4 2025 | Jan 13, 2026 |
| MBL Wealth, LLC | History | Added to | 130,205 | 5,648 | 0.45% | 0.44% | 27 | +9,732 | 8.08% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 124,609 | 5,406 | 0.01% | 0.01% | 28 | +24,519 | 24.5% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 123,009 | 5,336 | 0.01% | 0.01% | 29 | -32,103 | -20.7% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | New | 117,640 | 5,103 | 3.1% | — | 30 | +117,640 | New | Q4 2025 | Jan 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 116,124 | 5,037 | 1.53% | 1.38% | 31 | +8,369 | 7.77% | Q4 2025 | Feb 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 110,881 | 4,810 | 1.09% | 1.16% | 32 | +368 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 107,551 | 4,665 | 0.05% | 0.07% | 33 | -36,186 | -25.18% | Q4 2025 | Feb 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 106,359 | 4,613 | 0.76% | — | 34 | +106,359 | New | Q4 2025 | Feb 18, 2026 |
| BCS Wealth Management | History | Added to | 105,022 | 4,555 | 0.46% | 0.47% | 35 | +55,788 | 113.31% | Q4 2025 | Jan 26, 2026 |
| Trek Financial, LLC | History | Reduced | 93,007 | 4,034 | 0.23% | 0.25% | 36 | -7,040 | -7.04% | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 84,937 | 3,684 | 0.11% | 0.15% | 37 | -40,121 | -32.08% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 84,355 | 3,659 | 0.04% | 0.04% | 38 | +3,001 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 83,898 | 3,651 | 0.79% | 0.81% | 39 | -3,075 | -3.54% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 80,678 | 3,499 | 0.47% | — | 40 | +80,678 | New | Q4 2025 | Feb 09, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 79,075 | 3,430 | 1.72% | 1.61% | 41 | +7,792 | 10.93% | Q4 2025 | Feb 10, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 78,722 | 3,414 | 0.46% | 0.59% | 42 | -18,856 | -19.32% | Q4 2025 | Jan 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 77,972 | 3,382 | 2.21% | — | 43 | +77,972 | New | Q4 2025 | Apr 02, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 74,230 | 3,220 | 1.38% | 1.44% | 44 | -726 | -0.97% | Q4 2025 | Jan 22, 2026 |
| Compass Advisory Group LLC | History | Added to | 72,674 | 3,152 | 0.85% | 0.81% | 45 | +4,160 | 6.07% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 72,255 | 3,134 | 1.57% | 1.45% | 46 | +5,015 | 7.46% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 69,833 | 3,029 | 0.02% | 0.02% | 47 | +1,183 | 1.72% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 68,927 | 2,990 | 0.02% | 0.01% | 48 | +24,472 | 55.05% | Q4 2025 | Feb 13, 2026 |
| Weaver Capital Management LLC | History | Reduced | 68,667 | 2,978 | 0.63% | 0.72% | 49 | -9,967 | -12.68% | Q4 2025 | Jan 22, 2026 |
| Cerity Partners LLC | History | Added to | 66,269 | 2,874 | 0.0% | 0.0% | 50 | +1,751 | 2.71% | Q4 2025 | Feb 11, 2026 |
| Diligent Investors, LLC | History | Added to | 66,056 | 2,865 | 0.7% | 0.67% | 51 | +3,128 | 4.97% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | No change | 65,800 | 2,854 | 0.06% | 0.09% | 52 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 64,864 | 2,813 | 0.05% | 0.06% | 53 | -4,292 | -6.21% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | No change | 62,916 | 2,729 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 60,874 | 2,640 | 0.52% | 0.55% | 55 | -3,689 | -5.71% | Q4 2025 | Jan 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 58,749 | 2,548 | 1.28% | 1.57% | 56 | -11,305 | -16.14% | Q4 2025 | Jan 05, 2026 |
| Chris Bulman Inc | History | Added to | 57,698 | 2,502 | 1.11% | 0.87% | 57 | +16,368 | 39.6% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 57,254 | 2,483 | 0.01% | 0.01% | 58 | +28 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Fortune Financial Group, Inc. | History | New | 56,677 | 2,472 | 2.43% | — | 59 | +56,677 | New | Q4 2025 | Feb 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 55,852 | 2,422 | 0.46% | 0.46% | 60 | -2,609 | -4.46% | Q4 2025 | Jan 28, 2026 |
| Weaver Consulting Group | History | Added to | 55,106 | 2,390 | 0.58% | 0.58% | 61 | +516 | 0.95% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 54,072 | 2,345 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 51,902 | 2,251 | 0.01% | 0.01% | 63 | +2,661 | 5.4% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 50,123 | 2,174 | 0.04% | 0.05% | 64 | -5,303 | -9.57% | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 48,580 | 2,107 | 0.15% | 0.14% | 65 | +2,950 | 6.47% | Q4 2025 | Feb 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 47,638 | 2,066 | 0.51% | 0.51% | 66 | -90 | -0.19% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 46,437 | 2,014 | 0.0% | 0.0% | 67 | +39,853 | 605.3% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 46,259 | 2,006 | 0.02% | 0.03% | 68 | +2,056 | 4.65% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 46,156 | 2,002 | 0.03% | 0.13% | 69 | -161,551 | -77.78% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,543 | 1,932 | 0.0% | 0.0% | 70 | +28,303 | 174.28% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 44,248 | 1,919 | 0.02% | 0.03% | 71 | -6,747 | -13.23% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,811 | 1,813 | 0.0% | 0.0% | 72 | -362,753 | -89.67% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 41,599 | 1,804 | 0.01% | 0.01% | 73 | +11,291 | 37.25% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 40,103 | 1,739 | 0.79% | — | 74 | +40,103 | New | Q4 2025 | Jan 23, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 39,693 | 1,721 | 1.69% | — | 75 | +39,693 | New | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 39,080 | 1,695 | 0.03% | 0.01% | 76 | +23,164 | 145.54% | Q4 2025 | Jan 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 38,717 | 1,679 | 0.16% | 0.16% | 77 | +1,732 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 36,992 | 1,604 | 0.02% | 0.02% | 78 | +1,239 | 3.47% | Q4 2025 | Feb 17, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 32,911 | 1,427 | 0.16% | 0.14% | 79 | +4,175 | 14.53% | Q4 2025 | Feb 02, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 32,444 | 1,413 | 0.8% | 0.82% | 80 | -38 | -0.12% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 32,413 | 1,406 | 0.03% | 0.04% | 81 | -6,683 | -17.09% | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 30,907 | 1,340 | 0.16% | 0.16% | 82 | +1,515 | 5.15% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 29,708 | 1,288 | 0.22% | 0.28% | 83 | -8,969 | -23.19% | Q4 2025 | Jan 27, 2026 |
| FSA Advisors, Inc. | History | Added to | 29,385 | 1,274 | 0.89% | 0.97% | 84 | +265 | 0.91% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 29,354 | 1,273 | 0.03% | 0.03% | 85 | +809 | 2.83% | Q4 2025 | Feb 03, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 29,324 | 1,272 | 0.99% | — | 86 | +29,324 | New | Q4 2025 | Mar 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,595 | 1,153 | 0.02% | 0.01% | 87 | +20,738 | 354.07% | Q4 2025 | Feb 13, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 26,524 | 1,150 | 0.54% | 0.54% | 88 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 25,876 | 1,122 | 0.01% | 0.01% | 89 | +3,053 | 13.38% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 25,735 | 1,120 | 0.08% | 0.03% | 90 | +16,800 | 188.02% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,547 | 1,108 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 25,348 | 1,099 | 0.06% | 0.11% | 92 | -14,835 | -36.92% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Reduced | 23,435 | 1,016 | 0.05% | 0.05% | 93 | -477 | -1.99% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,382 | 1,014 | 0.02% | 0.02% | 94 | +4,164 | 21.67% | Q4 2025 | Feb 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 22,950 | 995 | 0.09% | 0.1% | 95 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| First City Capital Management, Inc. | History | Added to | 22,480 | 975 | 0.52% | 0.11% | 96 | +17,555 | 356.45% | Q4 2025 | Jan 14, 2026 |
| HB Wealth Management, LLC | History | No change | 21,701 | 941 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Added to | 21,622 | 937 | 0.03% | 0.03% | 98 | +2,312 | 11.97% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 21,264 | 922 | 0.05% | 0.04% | 99 | +4,068 | 23.66% | Q4 2025 | Jan 20, 2026 |
| Orion Capital Management LLC | History | Added to | 20,988 | 910 | 0.31% | 0.29% | 100 | +1,093 | 5.49% | Q4 2025 | Feb 03, 2026 |
| TopTier Wealth Management, LLC | History | New | 19,310 | 837 | 0.57% | — | 101 | +19,310 | New | Q4 2025 | Feb 12, 2026 |
| Phoenix Financial Ltd. | History | Added to | 18,680 | 811 | 0.01% | 0.01% | 102 | +40 | 0.21% | Q4 2025 | Feb 05, 2026 |
| CITY HOLDING CO | History | Reduced | 17,975 | 779 | 0.1% | 0.1% | 103 | -900 | -4.77% | Q4 2025 | Jan 22, 2026 |
| TrustBank | History | New | 17,346 | 752 | 0.31% | — | 104 | +17,346 | New | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 17,266 | 748 | 0.07% | 0.08% | 105 | +3 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 17,049 | 739 | 0.32% | 0.09% | 106 | +12,173 | 249.65% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 17,030 | 738 | 0.66% | 0.66% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | No change | 16,250 | 704 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triton Financial Group Inc | History | No change | 16,205 | 702 | 0.46% | 0.46% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 16,164 | 701 | 0.13% | 0.14% | 110 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,720 | 681 | 0.01% | 0.01% | 111 | +5,210 | 49.57% | Q4 2025 | Feb 02, 2026 |
| NewCorp Financial Services, Inc. | History | New | 15,538 | 674 | 0.6% | — | 112 | +15,538 | New | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,480 | 671 | 0.02% | 0.01% | 113 | +2,531 | 19.55% | Q4 2025 | Jan 23, 2026 |
| BFI Wealth Solutions, LLC | History | New | 15,456 | 670 | 0.64% | — | 114 | +15,456 | New | Q4 2025 | Feb 19, 2026 |
| WPWealth LLP | History | No change | 15,320 | 664 | 0.1% | 0.11% | 115 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 14,729 | 638 | 0.29% | 0.2% | 116 | +4,162 | 39.39% | Q4 2025 | Jan 07, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 14,305 | 620 | 0.06% | 0.08% | 117 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| World Investment Advisors | History | Added to | 13,982 | 606 | 0.01% | 0.01% | 118 | +847 | 6.45% | Q4 2025 | Mar 12, 2026 |
| TSG Advice Partners, LLC | History | New | 13,906 | 603 | 0.09% | — | 119 | +13,906 | New | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 13,582 | 589 | 0.04% | 0.04% | 120 | -125 | -0.91% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,472 | 584 | 0.02% | 0.02% | 121 | +347 | 2.64% | Q4 2025 | Jan 09, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 13,212 | 573 | 0.13% | 0.12% | 122 | +425 | 3.32% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 13,195 | 572 | 0.08% | — | 123 | +13,195 | New | Q4 2025 | Feb 09, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 12,979 | 563 | 0.08% | — | 124 | +12,979 | New | Q4 2025 | Jan 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 12,470 | 540 | 0.19% | 0.35% | 125 | -12,452 | -49.96% | Q4 2025 | Feb 03, 2026 |
| Old Port Advisors | History | Added to | 12,380 | 537 | 0.13% | 0.11% | 126 | +1,730 | 16.24% | Q4 2025 | Jan 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,324 | 534 | 0.01% | 0.01% | 127 | -38 | -0.31% | Q4 2025 | Feb 03, 2026 |
| Castellan Group | History | Reduced | 12,186 | 528 | 0.07% | 0.11% | 128 | -5,475 | -31.0% | Q4 2025 | Jan 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 12,030 | 521 | 0.01% | 0.03% | 129 | -17,266 | -58.94% | Q4 2025 | Feb 06, 2026 |
| HORAN Wealth, LLC | History | No change | 11,838 | 513 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 11,601 | 503 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | New | 11,555 | 501 | 0.0% | — | 132 | +11,555 | New | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 11,531 | 500 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 11,458 | 497 | 0.1% | 0.09% | 134 | +2,523 | 28.24% | Q4 2025 | Feb 03, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 11,404 | 494 | 0.11% | 0.1% | 135 | +324 | 2.92% | Q4 2025 | Feb 17, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 11,292 | 489 | 0.13% | 0.36% | 136 | -19,044 | -62.78% | Q4 2025 | Feb 06, 2026 |
| Blue Water Asset Management | History | New | 11,262 | 488 | 0.18% | — | 137 | +11,262 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,218 | 486 | 0.0% | 0.0% | 138 | +6,309 | 128.52% | Q4 2025 | Jan 26, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 11,200 | 485 | 0.27% | 0.17% | 139 | +4,150 | 58.87% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 10,964 | 475 | 0.03% | 0.03% | 140 | -999 | -8.35% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 10,948 | 474 | 0.02% | — | 142 | +10,948 | New | Q4 2025 | Jan 20, 2026 |
| Dakota Wealth Management | History | Added to | 10,942 | 474 | 0.01% | 0.0% | 141 | +5,795 | 112.59% | Q4 2025 | Jan 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 10,371 | 449 | 0.04% | — | 143 | +10,371 | New | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Reduced | 10,327 | 447 | 0.01% | 0.01% | 144 | -2,111 | -16.97% | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 10,225 | 447 | 0.01% | 0.02% | 145 | -400 | -3.76% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,125 | 439 | 0.01% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group, Inc. | History | No change | 9,826 | 426 | 0.22% | 0.23% | 147 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pacific Park Financial, Inc. | History | New | 9,620 | 417 | 0.26% | — | 148 | +9,620 | New | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,479 | 411 | 0.0% | 0.0% | 149 | +4,070 | 75.24% | Q4 2025 | Feb 17, 2026 |
| Nikulski Financial, Inc. | History | Added to | 9,326 | 404 | 0.1% | 0.06% | 151 | +3,526 | 60.79% | Q4 2025 | Jan 15, 2026 |
| McAdam, LLC | History | Added to | 9,314 | 404 | 0.02% | 0.01% | 150 | +2,306 | 32.91% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,257 | 401 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 9,038 | 392 | 0.11% | 0.11% | 153 | +288 | 3.29% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 8,507 | 369 | 0.12% | 0.17% | 154 | -3,116 | -26.81% | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | No change | 8,352 | 362 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,293 | 359 | 0.03% | 0.03% | 156 | +145 | 1.78% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,190 | 355 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | New | 8,077 | 350 | 0.01% | — | 158 | +8,077 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 8,000 | 347 | 0.0% | 0.01% | 159 | -350 | -4.19% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 7,738 | 335 | 0.05% | 0.04% | 160 | +1,726 | 28.71% | Q4 2025 | Feb 10, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 7,639 | 331 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,482 | 325 | 0.01% | 0.01% | 162 | -766 | -9.29% | Q4 2025 | Feb 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,470 | 324 | 0.09% | 0.09% | 163 | -29 | -0.39% | Q4 2025 | Feb 12, 2026 |
| Capital Square, LLC | History | Added to | 7,336 | 318 | 0.16% | 0.11% | 164 | +2,205 | 42.97% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,232 | 313 | 0.04% | 0.05% | 165 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 7,208 | 312 | 0.0% | — | 166 | +7,208 | New | Q4 2025 | Feb 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | New | 7,096 | 307 | 0.1% | — | 167 | +7,096 | New | Q4 2025 | Jan 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 7,008 | 304 | 0.02% | 0.02% | 168 | +405 | 6.13% | Q4 2025 | Jan 08, 2026 |
| ATX Financial Planning, LLC | History | New | 6,959 | 301 | 0.23% | — | 169 | +6,959 | New | Q4 2025 | Feb 19, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 6,837 | 297 | 0.08% | 0.17% | 170 | -6,678 | -49.41% | Q4 2025 | Jan 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,837 | 296 | 0.19% | 0.2% | 171 | -54 | -0.78% | Q4 2025 | Feb 02, 2026 |
| Vantage Point Financial LLC | History | Added to | 6,777 | 293 | 0.1% | 0.11% | 172 | +46 | 0.68% | Q4 2025 | Feb 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,162 | 267 | 0.0% | 0.01% | 173 | -4,478 | -42.09% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,969 | 258 | 0.13% | 0.19% | 175 | -5,969 | -50.0% | Q4 2025 | Feb 18, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 5,966 | 258 | 0.04% | — | 174 | +5,966 | New | Q4 2025 | Feb 03, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,908 | 256 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Delta Investment Management, LLC | History | New | 5,818 | 252 | 0.04% | — | 177 | +5,818 | New | Q4 2025 | Jan 30, 2026 |
| XML Financial, LLC | History | New | 5,810 | 252 | 0.02% | — | 178 | +5,810 | New | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,766 | 250 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 5,752 | 249 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WealthShield Partners, LLC | History | Added to | 5,582 | 242 | 0.03% | 0.02% | 181 | +2,082 | 59.49% | Q4 2025 | Feb 03, 2026 |
| COFG Advisors, LLC | History | New | 5,268 | 228 | 0.06% | — | 182 | +5,268 | New | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,240 | 227 | 0.01% | 0.01% | 183 | +300 | 6.07% | Q4 2025 | Jan 21, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 5,224 | 226 | 0.06% | 0.66% | 185 | -47,270 | -90.05% | Q4 2025 | Jan 28, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 5,231 | 226 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | New | 5,200 | 225 | 0.07% | — | 186 | +5,200 | New | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Reduced | 5,164 | 224 | 0.05% | 0.09% | 187 | -4,955 | -48.97% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,136 | 222 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 5,082 | 220 | 0.0% | 0.0% | 189 | -322 | -5.96% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,068 | 219 | 0.01% | 0.02% | 190 | -2,802 | -35.6% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,030 | 218 | 0.01% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WorthPointe, LLC | History | No change | 4,914 | 213 | 0.06% | 0.08% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,868 | 211 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | New | 4,769 | 207 | 0.01% | — | 194 | +4,769 | New | Q4 2025 | Feb 17, 2026 |
| William Mack & Associates, Inc. | History | New | 4,760 | 206 | 0.1% | — | 196 | +4,760 | New | Q4 2025 | Feb 09, 2026 |
| Maia Wealth LLC | History | No change | 4,761 | 206 | 0.04% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,700 | 203 | 0.01% | — | 198 | +4,700 | New | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,698 | 203 | 0.01% | — | 197 | +4,698 | New | Q4 2025 | Feb 09, 2026 |
| Goldstein Advisors, LLC | History | New | 4,679 | 202 | 0.02% | — | 199 | +4,679 | New | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 4,309 | 186 | 0.15% | — | 200 | +4,309 | New | Q4 2025 | Feb 10, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 3,870 | 167 | 0.06% | 0.1% | 201 | -2,319 | -37.47% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,363 | 145 | 0.0% | 0.27% | 202 | -181,086 | -98.18% | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | No change | 3,200 | 138 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,021 | 131 | 0.05% | 0.05% | 204 | -16 | -0.53% | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,775 | 120 | 0.01% | 0.01% | 205 | -30 | -1.07% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 2,485 | 107 | 0.02% | — | 206 | +2,485 | New | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,437 | 105 | 0.11% | 0.1% | 207 | +231 | 10.47% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 2,235 | 96 | 0.01% | — | 208 | +2,235 | New | Q4 2025 | Jan 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 2,018 | 87 | 0.01% | 0.01% | 209 | -285 | -12.38% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,985 | 86 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,980 | 85 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Compass Financial Services Inc | History | No change | 1,968 | 85 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| BlackRock, Inc. | History | New | 1,928 | 83 | 0.0% | — | 213 | +1,928 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | No change | 1,575 | 68 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 1,065 | 46 | 0.05% | — | 215 | +1,065 | New | Q4 2025 | Jan 26, 2026 |
| Atlantic Private Wealth, LLC | History | New | 877 | 38 | 0.02% | — | 216 | +877 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 874 | 37 | 0.0% | 0.0% | 217 | -2 | -0.23% | Q4 2025 | Feb 11, 2026 |
| Whipplewood Advisors, LLC | History | No change | 870 | 37 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 800 | 34 | 0.02% | — | 219 | +800 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 581 | 25 | 0.0% | 0.0% | 220 | +289 | 98.97% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 539 | 23 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 330 | 14 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 322 | 13 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 13 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 165 | 7 | 0.0% | 0.03% | 226 | -2,215 | -93.07% | Q4 2025 | Jan 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 176 | 7 | 0.0% | — | 225 | +176 | New | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,071,452 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -632,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -27,633 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,472 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,789 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,360 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -13,250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ORBA Wealth Advisors, L.L.C. | History | Closed out | 0 | 0 | — | 0.29% | — | -8,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| O'Connor Financial Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,904 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,056 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,947 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -4,100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,166 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,044 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,767 | -100.0% | Q3 2025 | Oct 24, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -880 | -100.0% | Q3 2025 | Nov 14, 2025 |