Innovator ETFs Trust - PFEB
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 | 3,760,966 | 150,814 | 0.05% | 0.05% | 1 | -25,674 | -0.68% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,708,761 | 73,579 | 0.57% | 0.77% | 2 | +80,370 | 4.94% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,233,116 | 53,097 | 0.06% | 0.07% | 3 | +99,496 | 8.78% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 807,115 | 34,754 | 0.35% | 0.41% | 4 | -94,995 | -10.53% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 497,247 | 21,411 | 0.03% | 0.03% | 5 | -82,951 | -14.3% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Reduced | 450,307 | 19,390 | 0.02% | 0.02% | 6 | -21,892 | -4.64% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | Added to | 334,853 | 14,418 | 0.32% | 0.14% | 7 | +203,425 | 154.78% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 321,563 | 13,846 | 0.0% | 0.0% | 8 | -18,809 | -5.53% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 321,366 | 13,838 | 0.0% | 0.0% | 9 | -3,133 | -0.97% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 294,514 | 12,681 | 0.04% | 0.05% | 10 | -40,250 | -12.02% | Q2 2026 | Jul 28, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 281,987 | 12,142 | 1.25% | 1.29% | 11 | +38,949 | 16.03% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Reduced | 260,956 | 11,236 | 0.01% | 0.01% | 12 | -14,296 | -5.19% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 236,401 | 10,179 | 0.03% | 0.03% | 13 | -10,291 | -4.17% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 223,105 | 9,606 | 0.04% | 0.06% | 14 | -37,146 | -14.27% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 220,288 | 9,485 | 0.0% | 0.0% | 15 | -16,449 | -6.95% | Q2 2026 | Aug 03, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 192,620 | 8,294 | 3.86% | 4.21% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 167,184 | 7,198 | 0.01% | 0.01% | 17 | +5,282 | 3.26% | Q2 2026 | Aug 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 158,521 | 6,825 | 1.2% | 1.26% | 18 | -2,613 | -1.62% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 153,233 | 6,598 | 0.19% | 0.21% | 19 | -3,413 | -2.18% | Q2 2026 | Jul 06, 2026 |
| World Investment Advisors | History | Reduced | 158,463 | 6,359 | 0.11% | 0.1% | 20 | -740 | -0.46% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 130,051 | 5,636 | 2.85% | 3.04% | 21 | +1,488 | 1.16% | Q2 2026 | Jul 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 118,670 | 5,109 | 0.13% | 0.12% | 22 | +6,760 | 6.04% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 116,203 | 5,004 | 0.01% | 0.01% | 23 | -4,585 | -3.8% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 109,156 | 4,700 | 0.01% | 0.01% | 24 | +21,451 | 24.46% | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | Reduced | 108,358 | 4,665 | 0.84% | 0.94% | 25 | -6,130 | -5.35% | Q2 2026 | Jul 16, 2026 |
| Weaver Consulting Group | History | Added to | 103,597 | 4,460 | 0.91% | 0.99% | 26 | +91 | 0.09% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 100,492 | 4,327 | 0.04% | 0.04% | 27 | +303 | 0.3% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 92,080 | 3,964 | 0.52% | 0.6% | 28 | -614 | -0.66% | Q2 2026 | Aug 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 90,613 | 3,897 | 0.76% | 0.84% | 29 | -5,256 | -5.48% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,661 | 3,664 | 0.01% | 0.01% | 30 | +1,941 | 2.35% | Q2 2026 | Jul 15, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 84,345 | 3,631 | 1.56% | 1.6% | 31 | -816 | -0.96% | Q2 2026 | Jul 27, 2026 |
| Diligent Investors, LLC | History | Added to | 80,460 | 3,464 | 0.77% | 0.76% | 32 | +4,040 | 5.29% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | Added to | 75,616 | 3,256 | 0.0% | 0.0% | 33 | +12,833 | 20.44% | Q2 2026 | Aug 14, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 75,016 | 3,230 | 0.32% | 0.41% | 34 | -13,765 | -15.5% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | Reduced | 74,407 | 3,203 | 0.01% | 0.02% | 35 | -1,361 | -1.8% | Q2 2026 | Aug 03, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 73,605 | 3,186 | 1.14% | 1.24% | 36 | -3,004 | -3.92% | Q2 2026 | Jul 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 73,847 | 3,179 | 0.04% | 0.04% | 37 | -1,351 | -1.8% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 70,645 | 3,041 | 0.81% | 0.88% | 38 | -5,785 | -7.57% | Q2 2026 | Aug 20, 2026 |
| Chris Bulman Inc | History | Reduced | 70,185 | 3,022 | 1.1% | 1.25% | 39 | -990 | -1.39% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 69,189 | 2,979 | 0.01% | 0.01% | 40 | +6,135 | 9.73% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Added to | 65,779 | 2,832 | 0.01% | 0.01% | 41 | +6,613 | 11.18% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 64,990 | 2,798 | 0.32% | 0.33% | 42 | +1,149 | 1.8% | Q2 2026 | Jul 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 62,656 | 2,697 | 0.05% | 0.05% | 43 | -232 | -0.37% | Q2 2026 | Aug 10, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 59,530 | 2,563 | 0.38% | 0.55% | 44 | -21,324 | -26.37% | Q2 2026 | Aug 13, 2026 |
| Blue Water Asset Management | History | Reduced | 58,772 | 2,530 | 0.82% | 0.86% | 45 | -3,399 | -5.47% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 58,364 | 2,513 | 0.12% | 0.12% | 46 | -608 | -1.03% | Q2 2026 | Jul 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 57,691 | 2,484 | 0.15% | 0.17% | 47 | -1,047 | -1.78% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 56,936 | 2,451 | 0.0% | 0.0% | 48 | +950 | 1.7% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 56,777 | 2,444 | 0.02% | 0.02% | 49 | -5,063 | -8.19% | Q2 2026 | Aug 06, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 55,663 | 2,396 | 1.12% | 1.16% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 53,031 | 2,283 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 50,023 | 2,153 | 0.27% | 0.29% | 52 | -238 | -0.47% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | Added to | 48,152 | 2,073 | 0.05% | 0.05% | 53 | +439 | 0.92% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 47,305 | 2,036 | 0.11% | 0.12% | 54 | -3,123 | -6.19% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 45,430 | 1,956 | 0.16% | 0.2% | 55 | -4,269 | -8.59% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 45,200 | 1,946 | 0.04% | 0.04% | 56 | -31 | -0.07% | Q2 2026 | Aug 13, 2026 |
| Trek Financial, LLC | History | Reduced | 42,740 | 1,840 | 0.09% | 0.09% | 57 | -327 | -0.76% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 42,263 | 1,819 | 0.84% | 0.9% | 58 | -651 | -1.52% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 42,128 | 1,814 | 0.02% | 0.02% | 59 | -1,364 | -3.14% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | No change | 39,493 | 1,701 | 0.37% | 0.45% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 39,497 | 1,700 | 0.2% | 0.21% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Archer Investment Corp | History | Reduced | 39,360 | 1,694 | 0.33% | 0.34% | 62 | -477 | -1.2% | Q2 2026 | Aug 03, 2026 |
| FSA Advisors, Inc. | History | Reduced | 38,133 | 1,642 | 0.75% | 1.04% | 63 | -1,093 | -2.79% | Q2 2026 | Aug 17, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 37,913 | 1,632 | 0.46% | 0.51% | 64 | -244 | -0.64% | Q2 2026 | Jul 27, 2026 |
| Weaver Capital Management LLC | History | No change | 40,578 | 1,627 | 0.36% | 0.35% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 37,428 | 1,611 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 37,180 | 1,600 | 0.16% | 0.17% | 67 | -37,738 | -50.37% | Q2 2026 | Jul 16, 2026 |
| Diversify Advisory Services, LLC | History | New | 36,896 | 1,590 | 0.03% | — | 69 | +36,896 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 36,896 | 1,590 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 36,883 | 1,588 | 0.74% | 0.74% | 70 | -845 | -2.24% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | New | 35,947 | 1,547 | 0.0% | — | 71 | +35,947 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 35,645 | 1,534 | 0.0% | — | 72 | +35,645 | New | Q2 2026 | Sep 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 34,812 | 1,499 | 0.06% | 0.07% | 73 | -3,505 | -9.15% | Q2 2026 | Aug 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 34,296 | 1,476 | 0.35% | 0.37% | 74 | -125 | -0.36% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 34,277 | 1,475 | 0.0% | 0.0% | 75 | -269 | -0.78% | Q2 2026 | Aug 19, 2026 |
| NewEdge Advisors, LLC | History | Added to | 34,064 | 1,466 | 0.0% | 0.0% | 76 | +282 | 0.83% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,422 | 1,439 | 0.01% | 0.01% | 77 | +6,624 | 24.72% | Q2 2026 | Jul 17, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 32,311 | 1,391 | 1.03% | 1.43% | 78 | -4,727 | -12.76% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 31,941 | 1,375 | 0.02% | 0.02% | 79 | +2,423 | 8.21% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Added to | 31,165 | 1,341 | 0.04% | 0.04% | 80 | +122 | 0.39% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 30,446 | 1,311 | 0.02% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 30,019 | 1,292 | 1.01% | 0.67% | 82 | +11,431 | 61.5% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 29,727 | 1,280 | 0.08% | 0.08% | 83 | -25 | -0.08% | Q2 2026 | Jul 27, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 29,672 | 1,277 | 0.47% | 0.54% | 84 | -1,525 | -4.89% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 28,829 | 1,241 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 28,073 | 1,208 | 0.17% | 0.14% | 86 | +5,605 | 24.95% | Q2 2026 | Aug 12, 2026 |
| Phoenix Financial Ltd. | History | No change | 28,134 | 1,203 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 27,696 | 1,192 | 0.01% | 0.02% | 88 | -136 | -0.49% | Q2 2026 | Jul 22, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 27,521 | 1,185 | 0.11% | 0.12% | 89 | -301 | -1.08% | Q2 2026 | Aug 10, 2026 |
| Blossom Wealth Management | History | No change | 27,468 | 1,182 | 1.67% | 1.63% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TrustBank | History | Added to | 27,125 | 1,168 | 0.4% | 0.4% | 91 | +1,120 | 4.31% | Q2 2026 | Jul 20, 2026 |
| CRA Financial Services, LLC | History | Reduced | 26,910 | 1,158 | 0.13% | 0.14% | 92 | -375 | -1.37% | Q2 2026 | Jul 24, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 26,538 | 1,142 | 0.22% | 0.24% | 93 | -129 | -0.48% | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 26,215 | 1,128 | 0.3% | 0.35% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 25,692 | 1,106 | 0.09% | 0.11% | 95 | -2,355 | -8.4% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,645 | 1,104 | 0.01% | 0.02% | 96 | -205 | -0.79% | Q2 2026 | Jul 22, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 23,296 | 1,003 | 0.67% | 0.7% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Certified Advisory Corp | History | Reduced | 22,595 | 972 | 0.08% | 0.08% | 98 | -310 | -1.35% | Q2 2026 | Jul 16, 2026 |
| McAdam, LLC | History | Reduced | 22,251 | 958 | 0.04% | 0.04% | 99 | -2 | -0.01% | Q2 2026 | Aug 04, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 22,222 | 956 | 0.18% | 0.19% | 100 | -48 | -0.22% | Q2 2026 | Aug 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 21,293 | 916 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COFG Advisors, LLC | History | Reduced | 20,776 | 894 | 0.15% | 0.25% | 102 | -4,609 | -18.16% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | No change | 20,624 | 888 | 0.27% | 0.28% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,006 | 861 | 0.01% | 0.01% | 104 | +50 | 0.25% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,004 | 861 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,674 | 847 | 0.03% | 0.03% | 107 | -95 | -0.48% | Q2 2026 | Jul 09, 2026 |
| BCGM Wealth Management, LLC | History | No change | 19,693 | 847 | 0.18% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | Added to | 19,643 | 845 | 0.01% | 0.02% | 108 | +5,763 | 41.52% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 20,563 | 824 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | New | 18,986 | 817 | 0.09% | — | 110 | +18,986 | New | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,759 | 807 | 0.01% | 0.01% | 111 | -61 | -0.32% | Q2 2026 | Aug 18, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,616 | 801 | 0.01% | 0.01% | 112 | -118 | -0.63% | Q2 2026 | Aug 06, 2026 |
| Frisch Financial Group, Inc. | History | No change | 18,585 | 800 | 0.14% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,461 | 794 | 0.01% | 0.02% | 114 | -2,696 | -12.74% | Q2 2026 | Jul 31, 2026 |
| FreeGulliver LLC | History | No change | 18,292 | 787 | 0.28% | 0.31% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | No change | 17,876 | 769 | 0.18% | 0.19% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 17,736 | 763 | 0.07% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 16,226 | 698 | 0.46% | 0.49% | 119 | -940 | -5.48% | Q2 2026 | Aug 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,212 | 698 | 0.06% | 0.07% | 118 | -59 | -0.36% | Q2 2026 | Jul 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 16,060 | 691 | 0.01% | 0.01% | 120 | -2,327 | -12.66% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 15,702 | 676 | 0.01% | — | 121 | +15,702 | New | Q2 2026 | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 15,532 | 668 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triton Financial Group Inc | History | Reduced | 15,384 | 662 | 0.38% | 1.29% | 123 | -2,987 | -16.26% | Q2 2026 | Aug 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15,137 | 651 | 0.19% | 0.2% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dakota Wealth Management | History | Added to | 15,029 | 647 | 0.01% | 0.01% | 125 | +2,158 | 16.77% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,314 | 616 | 0.01% | — | 127 | +14,314 | New | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 14,313 | 616 | 0.28% | 0.32% | 126 | -1,447 | -9.18% | Q2 2026 | Jul 01, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,221 | 612 | 0.15% | 0.16% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,083 | 606 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 13,512 | 581 | 0.25% | 0.27% | 130 | -105 | -0.77% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,483 | 580 | 0.0% | 0.0% | 131 | +14 | 0.1% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,366 | 575 | 0.01% | 0.02% | 132 | -9,332 | -41.11% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,339 | 574 | 0.01% | 0.01% | 133 | +500 | 3.89% | Q2 2026 | Jul 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 13,325 | 573 | 0.26% | 0.3% | 134 | -4 | -0.03% | Q2 2026 | Aug 10, 2026 |
| New Republic Capital, LLC | History | No change | 13,223 | 569 | 0.13% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grantvest Financial Group LLC | History | Added to | 12,110 | 521 | 0.3% | 0.28% | 136 | +1,340 | 12.44% | Q2 2026 | Aug 07, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 11,483 | 494 | 0.12% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 11,364 | 489 | 0.16% | 0.17% | 138 | -440 | -3.73% | Q2 2026 | Aug 04, 2026 |
| Seros Financial, LLC | History | Reduced | 11,305 | 486 | 0.25% | 0.34% | 139 | -2,215 | -16.38% | Q2 2026 | Aug 13, 2026 |
| Capital Square, LLC | History | No change | 11,220 | 485 | 0.21% | 0.22% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,058 | 476 | 0.0% | 0.0% | 141 | -13,945 | -55.77% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,605 | 461 | 0.03% | 0.03% | 142 | +15 | 0.14% | Q2 2026 | Aug 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,528 | 453 | 0.03% | 0.03% | 143 | -350 | -3.22% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,496 | 451 | 0.01% | 0.01% | 144 | -720 | -6.42% | Q2 2026 | Jul 29, 2026 |
| WPWealth LLP | History | No change | 10,194 | 438 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Three Seasons Wealth, LLC | History | No change | 10,105 | 435 | 0.04% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 10,764 | 431 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,000 | 430 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,984 | 429 | 0.03% | 0.03% | 149 | -1,253 | -11.15% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,690 | 417 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 9,663 | 416 | 0.02% | 0.03% | 151 | -347 | -3.47% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,562 | 411 | 0.01% | 0.01% | 152 | -350 | -3.53% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,206 | 396 | 0.04% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,150 | 393 | 0.02% | 0.02% | 154 | -50 | -0.54% | Q2 2026 | Jul 28, 2026 |
| Apriem Advisors | History | No change | 9,150 | 393 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 9,076 | 390 | 0.17% | 0.17% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 9,038 | 389 | 0.02% | 0.02% | 157 | +1,034 | 12.92% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,875 | 382 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestment Financial LLC | History | No change | 8,743 | 377 | 0.17% | 0.17% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Firestone Capital Management | History | No change | 8,717 | 375 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WorthPointe, LLC | History | Reduced | 8,515 | 366 | 0.09% | 0.11% | 161 | -1,420 | -14.29% | Q2 2026 | Jul 31, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 8,484 | 365 | 0.16% | 0.18% | 162 | -120 | -1.39% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,419 | 362 | 0.01% | 0.02% | 163 | -66 | -0.78% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 8,350 | 359 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,260 | 355 | 0.0% | 0.0% | 165 | +1,689 | 25.7% | Q2 2026 | Jul 20, 2026 |
| Catalina Capital Group, LLC | History | No change | 8,754 | 351 | 0.21% | 0.21% | 166 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | No change | 7,980 | 343 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Faithward Advisors, LLC | History | No change | 7,851 | 338 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 7,481 | 322 | 0.05% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 7,463 | 321 | 0.01% | 0.01% | 170 | -806 | -9.75% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 7,400 | 318 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,284 | 313 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 7,256 | 312 | 0.16% | 0.17% | 173 | -704 | -8.84% | Q2 2026 | Jul 21, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,054 | 303 | 0.04% | 0.05% | 174 | -678 | -8.77% | Q2 2026 | Aug 03, 2026 |
| Global Trust Asset Management, LLC | History | No change | 7,000 | 301 | 0.09% | 0.11% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 6,971 | 300 | 0.1% | 0.11% | 176 | -120 | -1.69% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,843 | 293 | 0.0% | 0.0% | 177 | +6,790 | 12811.32% | Q2 2026 | Aug 12, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 6,730 | 289 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 6,600 | 284 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | New | 6,558 | 282 | 0.02% | — | 180 | +6,558 | New | Q2 2026 | Aug 11, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 6,410 | 276 | 0.03% | 0.16% | 181 | -22,713 | -77.99% | Q2 2026 | Sep 11, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,319 | 272 | 0.03% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 6,120 | 263 | 0.01% | 0.02% | 183 | -2,945 | -32.49% | Q2 2026 | Jul 28, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 6,092 | 262 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,076 | 261 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,067 | 261 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NovaPoint Capital, LLC | History | New | 5,995 | 258 | 0.05% | — | 187 | +5,995 | New | Q2 2026 | Aug 06, 2026 |
| Pacific Park Financial, Inc. | History | No change | 5,981 | 257 | 0.15% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,221 | 249 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,777 | 248 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,738 | 247 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,350 | 230 | 0.11% | 0.12% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nikulski Financial, Inc. | History | No change | 5,315 | 228 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,244 | 225 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 5,218 | 224 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,052 | 217 | 0.01% | 0.01% | 196 | +525 | 11.6% | Q2 2026 | Jul 23, 2026 |
| Cannell & Spears LLC | History | New | 4,873 | 209 | 0.0% | — | 197 | +4,873 | New | Q2 2026 | Aug 11, 2026 |
| ATX Financial Planning, LLC | History | New | 4,862 | 209 | 0.14% | — | 198 | +4,862 | New | Q2 2026 | Aug 20, 2026 |
| Simplicity Wealth,LLC | History | New | 4,821 | 207 | 0.01% | — | 199 | +4,821 | New | Q2 2026 | Aug 06, 2026 |
| Bison Wealth, LLC | History | No change | 4,760 | 205 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,035 | 173 | 0.13% | 0.16% | 201 | -474 | -10.51% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,976 | 171 | 0.01% | 0.01% | 202 | -302 | -7.06% | Q2 2026 | Jul 23, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 3,475 | 149 | 0.07% | 0.12% | 203 | -2,070 | -37.33% | Q2 2026 | Sep 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,435 | 148 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,077 | 132 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PlanVest Financial, Inc | History | No change | 2,387 | 102 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,367 | 101 | 0.0% | 0.02% | 207 | -86,026 | -97.32% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 2,154 | 92 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 2,000 | 86 | 0.05% | — | 209 | +2,000 | New | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,950 | 83 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,710 | 73 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,534 | 66 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,475 | 63 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,403 | 60 | 0.03% | 0.04% | 214 | -171 | -10.86% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,366 | 58 | 0.01% | — | 215 | +1,366 | New | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 1,200 | 51 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,178 | 50 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,074 | 46 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,036 | 44 | 0.03% | 0.03% | 219 | -8 | -0.77% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | No change | 723 | 31 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | No change | 700 | 30 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 676 | 29 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 541 | 23 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 450 | 19 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 345 | 13 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 316 | 13 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BigSur Wealth Management LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oakmont Advisory Group, LLC | History | New | 96 | 4 | 0.0% | — | 229 | +96 | New | Q2 2026 | Aug 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 37 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 41 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -62,171 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -25,236 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,562 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Advocates, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -21,727 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,529 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,267 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,100 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,850 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,820 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,740 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,579 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.02% | — | -1,812 | -100.0% | Q2 2026 | Jul 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -1,133 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |