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 | No change | 3,189,654 | 135,560 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,611,487 | 73,951 | 0.57% | 0.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,082,442 | 49,673 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 709,499 | 32,558 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 700,486 | 32,145 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 608,245 | 27,912 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 457,989 | 21,017 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 383,970 | 18,089 | 0.02% | 0.04% | 8 | -232,866 | -37.75% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 280,031 | 12,850 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 261,050 | 12,298 | 0.04% | 0.04% | 10 | +10,712 | 4.28% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 248,963 | 11,424 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 243,140 | 11,157 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 235,490 | 10,806 | 1.6% | 1.6% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 204,353 | 9,377 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MBL Wealth, LLC | History | Reduced | 159,019 | 7,491 | 0.45% | 0.54% | 15 | -12,340 | -7.2% | Q3 2026 | Oct 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 147,549 | 6,771 | 0.22% | 0.22% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | No change | 142,709 | 6,548 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Reduced | 130,855 | 6,164 | 0.06% | 0.06% | 18 | -8,941 | -6.4% | Q3 2026 | Oct 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 134,093 | 6,154 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 130,148 | 6,131 | 0.68% | 0.69% | 20 | -294 | -0.23% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 126,328 | 5,951 | 0.01% | 0.01% | 21 | -29,594 | -18.98% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 119,116 | 5,611 | 0.16% | 0.17% | 22 | -5,129 | -4.13% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 117,857 | 5,408 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 109,927 | 5,178 | 0.46% | 0.45% | 24 | -1,280 | -1.15% | Q3 2026 | Oct 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 105,701 | 4,979 | 1.36% | 1.37% | 25 | -7,163 | -6.35% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Reduced | 102,038 | 4,807 | 0.05% | 0.05% | 26 | -2,315 | -2.22% | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 103,679 | 4,757 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 99,648 | 4,572 | 0.64% | 0.64% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 89,603 | 4,221 | 0.01% | 0.01% | 29 | -8,600 | -8.76% | Q3 2026 | Nov 02, 2026 |
| Trek Financial, LLC | History | Reduced | 84,582 | 3,984 | 0.18% | 0.2% | 30 | -1,999 | -2.31% | Q3 2026 | Oct 29, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 82,114 | 3,903 | 0.73% | 0.74% | 31 | -418 | -0.51% | Q3 2026 | Oct 09, 2026 |
| Capital Analysts, LLC | History | No change | 84,937 | 3,898 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 82,225 | 3,873 | 0.82% | 0.76% | 33 | +5,717 | 7.47% | Q3 2026 | Oct 28, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 77,586 | 3,655 | 0.4% | 0.42% | 34 | -3,018 | -3.74% | Q3 2026 | Oct 16, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 75,927 | 3,576 | 1.76% | 1.62% | 35 | -882 | -1.15% | Q3 2026 | Oct 27, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 77,697 | 3,565 | 1.66% | 1.66% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 77,652 | 3,563 | 0.47% | 0.47% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 77,439 | 3,553 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 71,470 | 3,367 | 1.54% | 1.53% | 39 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Compass Advisory Group LLC | History | No change | 72,451 | 3,324 | 0.79% | 0.79% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 69,115 | 3,193 | 1.15% | 1.15% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 69,528 | 3,190 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 67,068 | 3,159 | 0.02% | 0.02% | 43 | +21,034 | 45.69% | Q3 2026 | Oct 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 64,625 | 3,044 | 0.06% | 0.06% | 44 | -1,407 | -2.13% | Q3 2026 | Oct 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 62,036 | 2,922 | 0.64% | 0.64% | 45 | -1,000 | -1.59% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 63,237 | 2,901 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 60,800 | 2,864 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,268 | 2,857 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | No change | 59,748 | 2,814 | 0.48% | 0.48% | 49 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 59,014 | 2,780 | 2.48% | 2.13% | 50 | -321 | -0.54% | Q3 2026 | Oct 22, 2026 |
| Weaver Consulting Group | History | No change | 58,066 | 2,735 | 0.53% | 0.55% | 51 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 57,535 | 2,710 | 0.04% | 0.04% | 52 | -737 | -1.26% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 54,072 | 2,547 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 53,262 | 2,527 | 0.0% | 0.0% | 54 | +19,895 | 59.62% | Q3 2026 | Oct 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 53,204 | 2,441 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 52,956 | 2,430 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 49,522 | 2,333 | 0.37% | 0.37% | 57 | -1,110 | -2.19% | Q3 2026 | Oct 15, 2026 |
| Chris Bulman Inc | History | Reduced | 49,496 | 2,331 | 0.82% | 0.84% | 58 | -904 | -1.79% | Q3 2026 | Oct 20, 2026 |
| BCS Wealth Management | History | Reduced | 49,275 | 2,321 | 0.41% | 0.43% | 59 | -2,470 | -4.77% | Q3 2026 | Nov 03, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 49,939 | 2,291 | 0.98% | 0.98% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 48,872 | 2,242 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 48,150 | 2,209 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,276 | 2,169 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 45,673 | 2,151 | 0.48% | 0.5% | 64 | -175 | -0.38% | Q3 2026 | Oct 20, 2026 |
| Weaver Capital Management LLC | History | Reduced | 43,632 | 2,055 | 0.39% | 0.63% | 65 | -24,078 | -35.56% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,543 | 2,044 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 43,275 | 2,038 | 0.76% | 0.74% | 67 | +245 | 0.57% | Q3 2026 | Oct 26, 2026 |
| Tradition Wealth Management, LLC | History | No change | 44,055 | 2,021 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 43,545 | 1,998 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 41,729 | 1,965 | 0.88% | 0.97% | 70 | -5,426 | -11.51% | Q3 2026 | Oct 01, 2026 |
| RED REEF ADVISORS LLC | History | No change | 42,630 | 1,956 | 1.8% | 1.8% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,430 | 1,904 | 0.01% | 0.01% | 72 | -1,371 | -3.28% | Q3 2026 | Oct 08, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 39,665 | 1,868 | 1.19% | 1.31% | 73 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 40,164 | 1,843 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 37,391 | 1,715 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 36,777 | 1,687 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 35,000 | 1,606 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 34,367 | 1,577 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 33,399 | 1,532 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 33,217 | 1,524 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 31,556 | 1,486 | 0.14% | 0.15% | 81 | -54 | -0.17% | Q3 2026 | Oct 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 30,731 | 1,447 | 0.15% | 0.15% | 82 | -45 | -0.15% | Q3 2026 | Oct 29, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 29,324 | 1,345 | 0.9% | 0.9% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FSA Advisors, Inc. | History | No change | 28,994 | 1,330 | 0.61% | 0.61% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 27,906 | 1,314 | 0.13% | 0.15% | 85 | -3,845 | -12.11% | Q3 2026 | Oct 23, 2026 |
| Lido Advisors, LLC | History | New | 27,525 | 1,296 | 0.0% | — | 86 | +27,525 | New | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,033 | 1,273 | 0.02% | 0.02% | 87 | -325 | -1.19% | Q3 2026 | Oct 16, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 25,724 | 1,211 | 0.47% | 0.49% | 88 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| James T. Borello RIA | History | Reduced | 25,634 | 1,207 | 0.25% | 0.26% | 89 | -794 | -3.0% | Q3 2026 | Oct 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 28,059 | 1,192 | 0.21% | 0.21% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,194 | 1,156 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 24,454 | 1,152 | 0.06% | 0.05% | 92 | -512 | -2.05% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 24,313 | 1,115 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 23,577 | 1,114 | 0.14% | 0.14% | 94 | -101 | -0.43% | Q3 2026 | Oct 28, 2026 |
| Three Seasons Wealth, LLC | History | No change | 22,950 | 1,081 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 22,138 | 1,042 | 0.02% | 0.02% | 96 | -2,070 | -8.55% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | No change | 21,701 | 1,022 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 21,972 | 1,008 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First City Capital Management, Inc. | History | No change | 21,285 | 1,002 | 0.49% | 0.47% | 99 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 21,165 | 997 | 0.68% | 0.72% | 100 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 20,922 | 985 | 0.04% | 0.02% | 101 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Spire Wealth Management | History | No change | 20,849 | 982 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Orion Capital Management LLC | History | No change | 20,984 | 962 | 0.3% | 0.3% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,736 | 951 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TopTier Wealth Management, LLC | History | No change | 19,310 | 909 | 0.53% | 0.54% | 105 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,566 | 874 | 0.03% | 0.03% | 106 | -110 | -0.59% | Q3 2026 | Nov 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 18,990 | 871 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 19,526 | 853 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 17,556 | 832 | 0.04% | 0.04% | 109 | -45 | -0.26% | Q3 2026 | Oct 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,121 | 806 | 0.02% | 0.02% | 110 | -414 | -2.36% | Q3 2026 | Oct 13, 2026 |
| Continuum Advisory, LLC | History | No change | 17,266 | 792 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | No change | 16,958 | 778 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 16,050 | 756 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TrustBank | History | Reduced | 15,966 | 752 | 0.24% | 0.27% | 114 | -1,300 | -7.53% | Q3 2026 | Oct 20, 2026 |
| Triton Financial Group Inc | History | No change | 16,205 | 743 | 0.43% | 0.43% | 115 | 0 | 0.0% | 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 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 15,597 | 734 | 0.31% | 0.31% | 117 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 15,500 | 709 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Commerce Advisors, LLC | History | No change | 14,991 | 706 | 0.33% | 0.37% | 119 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WPWealth LLP | History | No change | 15,320 | 703 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 14,729 | 675 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 14,305 | 673 | 0.07% | 0.08% | 122 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 14,174 | 661 | 0.49% | 0.5% | 123 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 13,622 | 641 | 0.49% | 0.51% | 124 | -830 | -5.74% | Q3 2026 | Oct 14, 2026 |
| TSG Advice Partners, LLC | History | New | 13,906 | 638 | 0.08% | — | 125 | +13,906 | New | Q3 2026 | Oct 29, 2026 |
| Mutual Advisors, LLC | History | No change | 13,622 | 625 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 13,582 | 623 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,368 | 613 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,979 | 611 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Nuveen, LLC | History | No change | 13,250 | 608 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Old Port Advisors | History | No change | 12,380 | 583 | 0.12% | 0.11% | 131 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CITY HOLDING CO | History | Reduced | 12,345 | 581 | 0.06% | 0.07% | 132 | -1,085 | -8.08% | Q3 2026 | Oct 19, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,174 | 573 | 0.01% | 0.01% | 133 | -56 | -0.46% | Q3 2026 | Nov 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,234 | 561 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 11,601 | 546 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HORAN Wealth, LLC | History | No change | 11,838 | 543 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 11,292 | 531 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 11,075 | 521 | 0.24% | 0.25% | 139 | -25 | -0.23% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 11,366 | 521 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blue Water Asset Management | History | No change | 10,950 | 515 | 0.17% | 0.16% | 140 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 10,708 | 504 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,948 | 502 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Financial Advisory LLC | History | No change | 10,612 | 499 | 0.09% | 0.1% | 143 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 10,500 | 496 | 0.07% | — | 144 | +10,500 | New | Q3 2026 | Oct 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 10,703 | 491 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 10,226 | 481 | 0.01% | 0.01% | 146 | -1,305 | -11.32% | Q3 2026 | Oct 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,161 | 478 | 0.01% | 0.02% | 147 | -23,336 | -69.67% | Q3 2026 | Oct 22, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,823 | 462 | 0.03% | 0.03% | 148 | -104 | -1.05% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Reduced | 9,525 | 448 | 0.01% | 0.01% | 149 | -400 | -4.03% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 9,755 | 447 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McAdam, LLC | History | No change | 9,346 | 440 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Todd Wealth Management, LLC | History | No change | 9,309 | 438 | 0.33% | 0.32% | 152 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,026 | 428 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,026 | 428 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Nikulski Financial, Inc. | History | No change | 9,283 | 425 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 9,038 | 425 | 0.11% | 0.1% | 156 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 8,543 | 402 | 0.24% | 0.24% | 157 | -615 | -6.72% | Q3 2026 | Oct 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8,507 | 400 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,148 | 383 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,165 | 374 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,000 | 367 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,782 | 366 | 0.01% | 0.01% | 162 | -298 | -3.69% | Q3 2026 | Oct 14, 2026 |
| Composition Wealth, LLC | History | No change | 7,789 | 357 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,232 | 343 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,074 | 324 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 6,696 | 318 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,908 | 317 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | Reduced | 6,694 | 315 | 0.14% | 0.15% | 168 | -642 | -8.75% | Q3 2026 | Oct 19, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 6,617 | 311 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Vantage Point Financial LLC | History | No change | 6,764 | 310 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | New | 6,424 | 302 | 0.0% | — | 171 | +6,424 | New | Q3 2026 | Oct 28, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 6,373 | 300 | 0.1% | 0.17% | 172 | -5,177 | -44.82% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,295 | 297 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 6,158 | 290 | 0.14% | 0.16% | 174 | -564 | -8.39% | Q3 2026 | Oct 27, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,113 | 287 | 0.17% | 0.16% | 175 | -24 | -0.39% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 6,208 | 284 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,830 | 274 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 5,966 | 273 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,908 | 271 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,851 | 268 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,808 | 266 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,766 | 264 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | New | 5,598 | 263 | 0.0% | — | 184 | +5,598 | New | Q3 2026 | Nov 02, 2026 |
| ATX Financial Planning, LLC | History | No change | 5,603 | 263 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 5,455 | 256 | 0.07% | 0.06% | 186 | -178 | -3.16% | Q3 2026 | Oct 09, 2026 |
| WealthShield Partners, LLC | History | No change | 5,582 | 256 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 5,240 | 246 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,200 | 244 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Delta Investment Management, LLC | History | No change | 5,296 | 243 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | No change | 5,164 | 243 | 0.05% | 0.04% | 190 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 5,013 | 236 | 0.1% | 0.11% | 191 | -369 | -6.86% | Q3 2026 | Nov 04, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,030 | 230 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 4,881 | 229 | 0.08% | 0.09% | 193 | -350 | -6.69% | Q3 2026 | Oct 29, 2026 |
| WorthPointe, LLC | History | No change | 4,914 | 225 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,868 | 223 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,679 | 220 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,746 | 217 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 4,592 | 216 | 0.05% | 0.06% | 198 | -309 | -6.3% | Q3 2026 | Oct 19, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,700 | 215 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,583 | 215 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 4,620 | 212 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | No change | 4,619 | 211 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| William Mack & Associates, Inc. | History | No change | 4,416 | 208 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hirtle & Co., LLC | History | No change | 4,527 | 207 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 4,397 | 201 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFS Partners, LLC | History | No change | 3,200 | 150 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BARCLAYS PLC | History | No change | 3,253 | 149 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 3,057 | 144 | 0.14% | 0.11% | 208 | +620 | 25.44% | Q3 2026 | Oct 27, 2026 |
| Bernard Wealth Management Corp. | History | No change | 3,015 | 138 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,680 | 126 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,310 | 106 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,235 | 105 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,985 | 93 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,006 | 92 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,000 | 91 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,728 | 81 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,449 | 66 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 1,250 | 57 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 900 | 42 | 0.0% | — | 221 | +900 | New | Q3 2026 | Nov 02, 2026 |
| IFS Advisors, LLC | History | New | 899 | 42 | 0.01% | — | 220 | +899 | New | Q3 2026 | Oct 14, 2026 |
| IFG Advisory, LLC | History | No change | 926 | 42 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 874 | 39 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 484 | 22 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 330 | 15 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 236 | 11 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 204 | 9 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 190 | 8 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 176 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| COUNTRY TRUST BANK | History | No change | 40 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,193 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,698 | -100.0% | Q3 2026 | Oct 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,309 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2026 | Oct 15, 2026 |