Innovator ETFs Trust - PFEB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 3,492,048 | 142,192 | 0.04% | 0.04% | 1 | -96,312 | -2.68% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,536,231 | 62,553 | 0.74% | 0.74% | 2 | -31,920 | -2.04% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,192,439 | 48,555 | 0.07% | 0.07% | 3 | -69,280 | -5.49% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 441,631 | 17,982 | 0.02% | 0.05% | 4 | -585,630 | -57.01% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 382,285 | 15,566 | 0.02% | 0.0% | 5 | +332,851 | 673.32% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 301,974 | 12,296 | 0.0% | 0.0% | 6 | +9,503 | 3.25% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 300,717 | 12,244 | 0.05% | 0.06% | 7 | -7,898 | -2.56% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 266,535 | 10,853 | 0.0% | 0.0% | 8 | +16,387 | 6.55% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | Added to | 239,484 | 9,751 | 0.98% | 1.22% | 9 | +103,256 | 75.8% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 208,668 | 8,496 | 0.02% | 0.02% | 10 | -12,427 | -5.62% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 202,818 | 8,258 | 0.01% | 0.01% | 11 | -47,445 | -18.96% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Reduced | 168,027 | 6,841 | 1.35% | 1.37% | 12 | -2,589 | -1.52% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Reduced | 155,588 | 6,335 | 0.07% | 0.46% | 13 | -809,154 | -83.87% | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | Added to | 146,120 | 5,949 | 0.1% | 0.1% | 14 | +17,922 | 13.98% | Q4 2025 | Mar 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 140,814 | 5,733 | 0.2% | 0.2% | 15 | -1,249 | -0.88% | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 135,669 | 5,524 | 0.01% | 0.01% | 16 | -615 | -0.45% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 128,574 | 5,235 | 0.04% | 0.04% | 17 | +1,882 | 1.49% | Q4 2025 | Feb 18, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 128,260 | 5,222 | 3.4% | — | 18 | +128,260 | New | Q4 2025 | Apr 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 107,376 | 4,372 | 0.01% | 0.01% | 19 | +2,223 | 2.11% | Q4 2025 | Feb 05, 2026 |
| Advisory Alpha, LLC | History | Reduced | 102,690 | 4,181 | 0.11% | 0.11% | 20 | -815 | -0.79% | Q4 2025 | Feb 06, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 98,958 | 4,059 | 0.88% | 0.87% | 21 | -71 | -0.07% | Q4 2025 | Feb 05, 2026 |
| Weaver Consulting Group | History | Reduced | 99,658 | 4,057 | 0.99% | 1.03% | 22 | -1,906 | -1.88% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 84,873 | 3,455 | 0.47% | — | 23 | +84,873 | New | Q4 2025 | Feb 09, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 83,605 | 3,404 | 0.39% | 0.4% | 24 | -3,065 | -3.54% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 83,096 | 3,383 | 0.05% | 0.06% | 25 | -482 | -0.58% | Q4 2025 | Feb 06, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 81,024 | 3,299 | 2.5% | 2.13% | 26 | -208 | -0.26% | Q4 2025 | Jan 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 77,478 | 3,154 | 0.02% | 0.02% | 27 | -12,677 | -14.06% | Q4 2025 | Jan 26, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 76,103 | 3,098 | 0.94% | 1.0% | 28 | -6,265 | -7.61% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 73,998 | 3,013 | 0.01% | 0.01% | 29 | +12,887 | 21.09% | Q4 2025 | Feb 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 72,771 | 2,963 | 1.27% | 1.34% | 30 | -880 | -1.19% | Q4 2025 | Jan 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 70,008 | 2,850 | 0.05% | 0.06% | 31 | -7,453 | -9.62% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 64,106 | 2,610 | 0.19% | 0.19% | 32 | -1,736 | -2.64% | Q4 2025 | Feb 11, 2026 |
| Chris Bulman Inc | History | Reduced | 63,976 | 2,605 | 1.15% | 1.4% | 33 | -6,319 | -8.99% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 62,543 | 2,547 | 0.01% | 0.01% | 34 | +4,385 | 7.54% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | No change | 60,971 | 2,482 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,169 | 2,337 | 0.0% | 0.0% | 36 | -24,751 | -30.21% | Q4 2025 | Jan 08, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 55,663 | 2,266 | 1.23% | 1.25% | 37 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 55,299 | 2,251 | 0.02% | 0.03% | 38 | -10,303 | -15.71% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | No change | 54,270 | 2,209 | 0.54% | 0.54% | 39 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bellwether Advisors, LLC | History | No change | 53,542 | 2,180 | 0.35% | 0.35% | 40 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,694 | 2,104 | 0.05% | 0.05% | 41 | -1,220 | -2.31% | Q4 2025 | Feb 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 50,451 | 2,054 | 0.3% | 0.33% | 42 | -4,582 | -8.33% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 50,277 | 2,047 | 0.0% | 0.0% | 43 | -162,650 | -76.39% | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 49,945 | 2,033 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 49,574 | 2,018 | 0.0% | — | 45 | +49,574 | New | Q4 2025 | Feb 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 48,669 | 1,981 | 0.26% | 0.39% | 46 | -19,304 | -28.4% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,185 | 1,962 | 0.0% | 0.0% | 47 | -1,928 | -3.85% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 48,155 | 1,960 | 0.09% | 0.09% | 48 | -493 | -1.01% | Q4 2025 | Jan 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 43,803 | 1,783 | 0.08% | 0.08% | 49 | -809 | -1.81% | Q4 2025 | Feb 13, 2026 |
| WorthPointe, LLC | History | Reduced | 43,446 | 1,769 | 0.46% | 0.65% | 50 | -369 | -0.84% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 41,682 | 1,697 | 0.04% | 0.04% | 51 | -62 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Weaver Capital Management LLC | History | Reduced | 40,578 | 1,652 | 0.35% | 0.36% | 52 | -1,880 | -4.43% | Q4 2025 | Jan 22, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 39,020 | 1,600 | 0.05% | 0.06% | 53 | -4,999 | -11.36% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 39,280 | 1,599 | 0.01% | 0.01% | 54 | -9,419 | -19.34% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | Added to | 38,486 | 1,569 | 1.09% | 1.18% | 55 | +791 | 2.1% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 37,862 | 1,541 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 37,428 | 1,524 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | No change | 37,400 | 1,522 | 0.34% | 0.33% | 58 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 37,289 | 1,518 | 0.43% | 0.44% | 59 | -53 | -0.14% | Q4 2025 | Feb 09, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 36,911 | 1,502 | 1.01% | 0.14% | 60 | +31,669 | 604.14% | Q4 2025 | Jan 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,596 | 1,449 | 0.0% | 0.0% | 61 | -15,593 | -30.46% | Q4 2025 | Feb 18, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 35,396 | 1,441 | 0.14% | 0.15% | 62 | -3,078 | -8.0% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 34,987 | 1,424 | 0.17% | 0.18% | 63 | -850 | -2.37% | Q4 2025 | Jan 26, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 34,722 | 1,413 | 0.19% | 0.2% | 64 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 34,596 | 1,408 | 0.35% | 0.35% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 34,271 | 1,395 | 0.7% | 0.76% | 66 | -3,000 | -8.05% | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 32,817 | 1,336 | 0.07% | 0.08% | 67 | -864 | -2.57% | Q4 2025 | Jan 26, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 31,406 | 1,278 | 0.45% | 0.46% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 30,955 | 1,260 | 0.09% | 0.08% | 69 | -338 | -1.08% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,884 | 1,216 | 0.0% | 0.01% | 70 | -1,630 | -5.17% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 29,864 | 1,216 | 0.02% | 0.02% | 71 | -1,037 | -3.36% | Q4 2025 | Feb 10, 2026 |
| BFI Wealth Solutions, LLC | History | New | 29,208 | 1,189 | 1.13% | — | 72 | +29,208 | New | Q4 2025 | Feb 19, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 28,502 | 1,160 | 0.58% | 0.61% | 73 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 28,045 | 1,141 | 0.15% | 0.16% | 74 | -755 | -2.62% | Q4 2025 | Jan 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 28,007 | 1,140 | 0.02% | 0.02% | 75 | -8,759 | -23.82% | Q4 2025 | Feb 02, 2026 |
| Trek Financial, LLC | History | Reduced | 27,172 | 1,106 | 0.06% | 0.07% | 76 | -940 | -3.34% | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | Reduced | 26,930 | 1,096 | 0.11% | 0.11% | 77 | -24 | -0.09% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | No change | 26,640 | 1,084 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 25,730 | 1,047 | 0.32% | — | 79 | +25,730 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,474 | 996 | 0.0% | — | 80 | +24,474 | New | Q4 2025 | Feb 17, 2026 |
| RK Capital Management, LLC/FL | History | Reduced | 23,800 | 969 | 0.03% | 0.1% | 81 | -300,293 | -92.66% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 23,500 | 956 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 23,296 | 948 | 0.74% | — | 83 | +23,296 | New | Q4 2025 | Mar 16, 2026 |
| Certified Advisory Corp | History | Reduced | 22,665 | 922 | 0.08% | 0.09% | 84 | -673 | -2.88% | Q4 2025 | Jan 12, 2026 |
| Fortune Financial Group, Inc. | History | New | 19,284 | 911 | 0.9% | — | 85 | +19,284 | New | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 21,884 | 891 | 0.03% | 0.04% | 86 | -5,884 | -21.19% | Q4 2025 | Jan 27, 2026 |
| Orion Capital Management LLC | History | No change | 21,292 | 866 | 0.29% | 0.29% | 87 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 20,949 | 853 | 0.13% | 0.06% | 88 | +14,676 | 233.96% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,591 | 838 | 0.0% | 0.0% | 89 | +14,962 | 265.8% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | No change | 19,693 | 801 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 19,516 | 794 | 0.01% | 0.01% | 91 | -1,920 | -8.96% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 19,246 | 783 | 0.01% | 0.01% | 92 | -5,275 | -21.51% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 18,837 | 767 | 0.01% | 0.01% | 93 | -60 | -0.32% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,823 | 766 | 0.01% | 0.01% | 94 | -3,213 | -14.58% | Q4 2025 | Feb 09, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 18,580 | 756 | 0.34% | 0.33% | 95 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| COFG Advisors, LLC | History | New | 17,964 | 731 | 0.18% | — | 96 | +17,964 | New | Q4 2025 | Feb 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 17,736 | 722 | 0.08% | 0.09% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 17,038 | 696 | 0.39% | 0.4% | 98 | -17 | -0.1% | Q4 2025 | Jan 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 17,028 | 693 | 0.47% | 0.75% | 99 | -10,368 | -37.84% | Q4 2025 | Feb 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,772 | 682 | 0.23% | 0.23% | 100 | -557 | -3.21% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | No change | 16,681 | 679 | 0.01% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Noble Wealth Management PBC | History | Reduced | 16,665 | 678 | 0.34% | 0.46% | 102 | -4,912 | -22.76% | Q4 2025 | Jan 05, 2026 |
| Straight Path Wealth Management | History | No change | 16,644 | 677 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,174 | 658 | 0.07% | 0.08% | 104 | -2,697 | -14.29% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 16,137 | 657 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,553 | 633 | 0.01% | 0.03% | 106 | -19,241 | -55.3% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 14,719 | 599 | 0.0% | — | 107 | +14,719 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,469 | 589 | 0.0% | — | 108 | +14,469 | New | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | No change | 14,375 | 585 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 14,314 | 582 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,221 | 579 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Foundry Financial Group, Inc. | History | No change | 13,618 | 554 | 0.28% | 0.28% | 112 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | No change | 13,561 | 552 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 13,509 | 550 | 0.0% | 0.0% | 114 | -1,231 | -8.35% | Q4 2025 | Jan 26, 2026 |
| Seros Financial, LLC | History | No change | 13,520 | 550 | 0.32% | 0.32% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 13,438 | 547 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| New Republic Capital, LLC | History | Reduced | 13,223 | 538 | 0.14% | 0.16% | 117 | -325 | -2.4% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group, Inc. | History | No change | 13,046 | 531 | 0.28% | 0.29% | 118 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Jacobi Capital Management LLC | History | No change | 12,529 | 510 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 12,418 | 505 | 0.01% | — | 120 | +12,418 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,174 | 495 | 0.01% | 0.01% | 121 | -363 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 11,999 | 488 | 0.0% | 0.0% | 122 | -925 | -7.16% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,975 | 487 | 0.01% | 0.01% | 123 | -509 | -4.08% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | New | 11,814 | 486 | 0.01% | — | 124 | +11,814 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,831 | 485 | 0.01% | 0.01% | 125 | -370 | -3.03% | Q4 2025 | Jan 28, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 11,605 | 472 | 0.05% | 0.05% | 126 | -450 | -3.73% | Q4 2025 | Jan 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 11,483 | 467 | 0.13% | 0.15% | 127 | -1,192 | -9.4% | Q4 2025 | Feb 12, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 11,438 | 465 | 0.29% | — | 128 | +11,438 | New | Q4 2025 | Feb 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 10,591 | 431 | 0.07% | — | 129 | +10,591 | New | Q4 2025 | Feb 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,590 | 431 | 0.04% | 0.05% | 130 | +882 | 9.09% | Q4 2025 | Jan 22, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 10,547 | 429 | 0.03% | — | 131 | +10,547 | New | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,482 | 426 | 0.02% | 0.02% | 132 | -23 | -0.22% | Q4 2025 | Feb 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 10,224 | 417 | 0.12% | 0.13% | 133 | -899 | -8.08% | Q4 2025 | Jan 14, 2026 |
| WPWealth LLP | History | No change | 10,194 | 415 | 0.06% | 0.07% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 10,153 | 413 | 0.15% | 0.27% | 135 | -10,153 | -50.0% | Q4 2025 | Feb 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,000 | 407 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,900 | 403 | 0.03% | 0.03% | 137 | +200 | 2.06% | Q4 2025 | Feb 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,280 | 377 | 0.02% | 0.03% | 138 | -1,387 | -13.0% | Q4 2025 | Feb 05, 2026 |
| Grantvest Financial Group LLC | History | No change | 9,249 | 376 | 0.24% | 0.25% | 139 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Apriem Advisors | History | No change | 9,150 | 372 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,081 | 370 | 0.03% | 0.03% | 141 | +37 | 0.41% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,106 | 370 | 0.05% | 0.06% | 142 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,875 | 361 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,787 | 357 | 0.05% | — | 144 | +8,787 | New | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Reduced | 8,717 | 354 | 0.08% | 0.08% | 145 | -200 | -2.24% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 8,642 | 351 | 0.08% | 0.1% | 146 | -2,200 | -20.29% | Q4 2025 | Feb 17, 2026 |
| Blue Water Asset Management | History | New | 8,503 | 346 | 0.12% | — | 147 | +8,503 | New | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 7,999 | 325 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Catalina Capital Group, LLC | History | No change | 8,004 | 325 | 0.2% | 0.19% | 149 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | New | 7,980 | 324 | 0.0% | — | 150 | +7,980 | New | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,937 | 323 | 0.06% | 0.07% | 151 | -1,559 | -16.42% | Q4 2025 | Jan 27, 2026 |
| Waterloo Capital, L.P. | History | No change | 7,637 | 310 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | No change | 7,481 | 304 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,383 | 300 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Reduced | 7,302 | 297 | 0.0% | 0.0% | 155 | -24 | -0.33% | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 7,032 | 286 | 0.22% | — | 156 | +7,032 | New | Q4 2025 | Feb 19, 2026 |
| Global Trust Asset Management, LLC | History | No change | 7,000 | 285 | 0.11% | 0.13% | 157 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,810 | 277 | 0.01% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 6,730 | 274 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,708 | 273 | 0.0% | 0.0% | 160 | +179 | 2.74% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,684 | 272 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 6,595 | 268 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,319 | 257 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,256 | 254 | 0.01% | 0.01% | 164 | -8,676 | -58.1% | Q4 2025 | Feb 02, 2026 |
| Faithward Advisors, LLC | History | Reduced | 6,223 | 253 | 0.04% | 0.05% | 165 | -1,923 | -23.61% | Q4 2025 | Feb 17, 2026 |
| Helium Advisors LLC | History | Reduced | 6,100 | 248 | 0.25% | 0.41% | 167 | -6,160 | -50.24% | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 6,092 | 248 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6,067 | 247 | 0.01% | — | 168 | +6,067 | New | Q4 2025 | Feb 04, 2026 |
| Pacific Park Financial, Inc. | History | New | 5,983 | 243 | 0.15% | — | 169 | +5,983 | New | Q4 2025 | Jan 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 5,738 | 233 | 0.04% | 0.04% | 170 | -78 | -1.34% | Q4 2025 | Jan 28, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,500 | 223 | 0.12% | 0.12% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,467 | 222 | 0.0% | 0.01% | 172 | -615 | -10.11% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Reduced | 5,377 | 218 | 0.01% | 0.01% | 173 | -50 | -0.92% | Q4 2025 | Jan 30, 2026 |
| TrustBank | History | New | 5,250 | 213 | 0.09% | — | 175 | +5,250 | New | Q4 2025 | Feb 09, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,244 | 213 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 5,218 | 212 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,000 | 203 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 4,694 | 191 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,976 | 161 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,435 | 140 | 0.04% | 0.05% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,077 | 125 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 2,420 | 98 | 0.0% | — | 182 | +2,420 | New | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 2,194 | 89 | 0.02% | 0.03% | 183 | -335 | -13.25% | Q4 2025 | Jan 02, 2026 |
| JDM Financial Group LLC | History | Reduced | 2,154 | 87 | 0.03% | 0.77% | 184 | -44,158 | -95.35% | Q4 2025 | Feb 02, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 81 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,574 | 64 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 1,534 | 62 | 0.01% | 0.02% | 187 | -2,123 | -58.05% | Q4 2025 | Jan 22, 2026 |
| Jessup Wealth Management, Inc | History | New | 1,495 | 60 | 0.02% | — | 188 | +1,495 | New | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,300 | 52 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,250 | 50 | 0.04% | 0.05% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PFS Partners, LLC | History | No change | 1,200 | 48 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,074 | 43 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Reduced | 802 | 32 | 0.0% | 0.0% | 193 | -34,000 | -97.7% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 800 | 32 | 0.0% | 0.0% | 194 | -488 | -37.89% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 751 | 30 | 0.0% | 0.0% | 195 | -2 | -0.27% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 735 | 29 | 0.0% | 0.0% | 196 | -1,699 | -69.8% | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | No change | 700 | 28 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 676 | 27 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 541 | 22 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 450 | 18 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Anfield Capital Management, LLC | History | No change | 345 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 316 | 12 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 185 | 7 | 0.0% | — | 203 | +185 | New | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 57 | 2 | 0.0% | — | 205 | +57 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 41 | 1 | 0.0% | — | 207 | +41 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 37 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -330,755 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -316,545 | -100.0% | Q3 2025 | Nov 06, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.04% | — | -85,380 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -23,976 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -23,170 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -23,006 | -100.0% | Q3 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,401 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -10,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,141 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,564 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NovaPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,702 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -5,384 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,237 | -100.0% | Q3 2025 | Oct 10, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -599 | -100.0% | Q3 2025 | Nov 13, 2025 |