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 | Added to | 3,786,640 | 154,187 | 0.05% | 0.04% | 1 | +294,592 | 8.44% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,628,391 | 65,298 | 0.77% | 0.74% | 2 | +92,160 | 6.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,133,620 | 45,457 | 0.07% | 0.07% | 3 | -58,819 | -4.93% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 902,110 | 36,174 | 0.41% | 0.07% | 4 | +746,522 | 479.81% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 580,198 | 23,265 | 0.03% | 0.02% | 5 | +138,567 | 31.38% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 472,199 | 18,935 | 0.02% | 0.02% | 6 | +89,914 | 23.52% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 340,372 | 13,648 | 0.0% | 0.0% | 7 | +38,398 | 12.72% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 334,764 | 13,424 | 0.05% | 0.05% | 8 | +34,047 | 11.32% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 324,499 | 13,012 | 0.0% | 0.0% | 9 | +57,964 | 21.75% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 275,252 | 11,037 | 0.01% | 0.01% | 10 | +72,434 | 35.71% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 260,251 | 10,436 | 0.06% | 0.04% | 11 | +131,677 | 102.41% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 246,692 | 9,892 | 0.03% | 0.02% | 12 | +38,024 | 18.22% | Q1 2026 | May 08, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 243,038 | 9,745 | 1.29% | — | 13 | +243,038 | New | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 236,737 | 9,493 | 0.0% | 0.0% | 14 | +186,460 | 370.87% | Q1 2026 | May 04, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 192,620 | 8,122 | 4.21% | 3.4% | 15 | +64,360 | 50.18% | Q1 2026 | May 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 161,902 | 6,492 | 0.01% | 0.01% | 16 | +26,233 | 19.34% | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 161,134 | 6,461 | 1.26% | 1.35% | 17 | -6,893 | -4.1% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 159,203 | 6,384 | 0.1% | 0.1% | 18 | +13,083 | 8.95% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 156,646 | 6,281 | 0.21% | 0.2% | 19 | +15,832 | 11.24% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 128,563 | 5,400 | 3.04% | — | 20 | +128,563 | New | Q1 2026 | May 19, 2026 |
| Americana Partners, LLC | History | New | 131,428 | 5,270 | 0.14% | — | 21 | +131,428 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 120,788 | 4,844 | 0.01% | 0.01% | 22 | +13,412 | 12.49% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 114,488 | 4,590 | 0.94% | 0.98% | 23 | -124,996 | -52.19% | Q1 2026 | Apr 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 111,910 | 4,487 | 0.12% | 0.11% | 24 | +9,220 | 8.98% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Added to | 103,506 | 4,150 | 0.99% | 0.99% | 25 | +3,848 | 3.86% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 100,189 | 4,017 | 0.04% | 0.05% | 26 | +17,093 | 20.57% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 95,869 | 3,859 | 0.84% | 0.88% | 27 | -3,089 | -3.12% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 92,694 | 3,717 | 0.6% | 0.47% | 28 | +7,821 | 9.21% | Q1 2026 | May 15, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 88,781 | 3,560 | 0.41% | 0.39% | 29 | +5,176 | 6.19% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 88,393 | 3,544 | 0.02% | 0.0% | 30 | +88,273 | 73560.83% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 87,705 | 3,516 | 0.01% | 0.01% | 31 | +13,707 | 18.52% | Q1 2026 | May 04, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 85,161 | 3,414 | 1.6% | 1.63% | 32 | +1,215 | 1.45% | Q1 2026 | Jun 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 82,720 | 3,330 | 0.01% | 0.0% | 33 | +25,551 | 44.69% | Q1 2026 | Apr 08, 2026 |
| Bellwether Advisors, LLC | History | Added to | 80,854 | 3,242 | 0.55% | 0.35% | 34 | +27,312 | 51.01% | Q1 2026 | May 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 76,609 | 3,072 | 1.24% | 1.27% | 35 | +3,838 | 5.27% | Q1 2026 | May 13, 2026 |
| Diligent Investors, LLC | History | Added to | 76,420 | 3,064 | 0.76% | 0.54% | 37 | +22,150 | 40.81% | Q1 2026 | Apr 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 76,430 | 3,064 | 0.88% | 0.94% | 36 | +327 | 0.43% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 75,768 | 3,038 | 0.02% | 0.02% | 38 | -1,710 | -2.21% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 75,198 | 3,015 | 0.04% | 0.04% | 39 | +14,227 | 23.33% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 74,918 | 3,004 | 0.17% | 0.17% | 40 | +39,931 | 114.13% | Q1 2026 | Apr 22, 2026 |
| Chris Bulman Inc | History | Added to | 71,175 | 2,854 | 1.25% | 1.15% | 41 | +7,199 | 11.25% | Q1 2026 | Apr 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 63,841 | 2,560 | 0.33% | 0.26% | 42 | +15,172 | 31.17% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 63,054 | 2,528 | 0.01% | 0.01% | 43 | +511 | 0.82% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 62,888 | 2,521 | 0.05% | 0.05% | 44 | -7,120 | -10.17% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 62,783 | 2,517 | 0.0% | 0.0% | 45 | +36,143 | 135.67% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | New | 62,171 | 2,493 | 0.86% | — | 47 | +62,171 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 62,171 | 2,493 | 0.86% | 0.12% | 46 | +53,668 | 631.17% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 61,840 | 2,479 | 0.02% | 0.02% | 48 | +6,541 | 11.83% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 59,166 | 2,372 | 0.01% | 0.01% | 49 | +19,886 | 50.63% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 58,972 | 2,364 | 0.12% | 0.07% | 50 | +26,155 | 79.7% | Q1 2026 | Apr 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 58,738 | 2,355 | 0.17% | 0.19% | 51 | -5,368 | -8.37% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 55,986 | 2,245 | 0.0% | 0.0% | 52 | +7,801 | 16.19% | Q1 2026 | Apr 27, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 55,663 | 2,232 | 1.16% | 1.23% | 53 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 53,031 | 2,126 | 0.01% | 0.01% | 54 | +15,169 | 40.06% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 50,428 | 2,022 | 0.12% | 0.09% | 55 | +2,273 | 4.72% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 50,261 | 2,015 | 0.29% | 0.3% | 56 | -190 | -0.38% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 49,699 | 1,992 | 0.2% | 0.2% | 57 | -246 | -0.49% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 47,713 | 1,914 | 0.05% | 0.02% | 58 | +34,275 | 255.06% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 45,231 | 1,813 | 0.04% | 0.04% | 59 | +3,549 | 8.51% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 43,492 | 1,744 | 0.02% | 0.02% | 60 | +13,628 | 45.63% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 43,067 | 1,726 | 0.09% | 0.06% | 61 | +15,895 | 58.5% | Q1 2026 | May 13, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 42,914 | 1,720 | 0.9% | 0.58% | 62 | +14,412 | 50.56% | Q1 2026 | Apr 30, 2026 |
| Weaver Capital Management LLC | History | No change | 40,578 | 1,627 | 0.35% | 0.35% | 63 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | Added to | 39,837 | 1,597 | 0.34% | 0.34% | 64 | +2,437 | 6.52% | Q1 2026 | May 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 39,497 | 1,583 | 0.21% | 0.19% | 65 | +4,775 | 13.75% | Q1 2026 | Apr 08, 2026 |
| Global Assets Advisory, LLC | History | Added to | 39,493 | 1,583 | 0.45% | 0.43% | 66 | +2,204 | 5.91% | Q1 2026 | May 01, 2026 |
| FSA Advisors, Inc. | History | Added to | 39,226 | 1,572 | 1.04% | 1.09% | 67 | +740 | 1.92% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 36,896 | 1,548 | 0.03% | — | 68 | +36,896 | New | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 38,317 | 1,536 | 0.07% | 0.08% | 69 | -5,486 | -12.52% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 38,157 | 1,530 | 0.51% | 0.45% | 70 | +6,751 | 21.5% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 37,728 | 1,512 | 0.74% | 0.7% | 71 | +3,457 | 10.09% | Q1 2026 | Apr 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 37,428 | 1,500 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 37,038 | 1,491 | 1.43% | 1.13% | 73 | +7,830 | 26.81% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 34,546 | 1,385 | 0.0% | 0.0% | 74 | -1,050 | -2.95% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 34,421 | 1,380 | 0.37% | 0.35% | 75 | -175 | -0.51% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,782 | 1,354 | 0.0% | 0.0% | 76 | +3,898 | 13.04% | Q1 2026 | Jun 02, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 31,197 | 1,251 | 0.54% | 0.34% | 77 | +12,617 | 67.91% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Added to | 31,043 | 1,244 | 0.04% | 0.02% | 79 | +17,482 | 128.91% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 29,752 | 1,244 | 0.08% | 0.09% | 78 | -1,203 | -3.89% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 30,446 | 1,220 | 0.03% | 0.05% | 80 | -21,248 | -41.1% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | New | 29,518 | 1,183 | 0.02% | — | 81 | +29,518 | New | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, LLC | History | New | 29,123 | 1,167 | 0.16% | — | 82 | +29,123 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,829 | 1,156 | 0.01% | 0.01% | 83 | +9,992 | 53.04% | Q1 2026 | Apr 20, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,047 | 1,124 | 0.11% | 0.11% | 84 | +1,117 | 4.15% | Q1 2026 | Apr 22, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 27,822 | 1,123 | 0.12% | 0.13% | 85 | +6,873 | 32.81% | Q1 2026 | Apr 10, 2026 |
| Phoenix Financial Ltd. | History | Added to | 28,134 | 1,121 | 0.01% | 0.01% | 86 | +13,759 | 95.71% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 27,832 | 1,116 | 0.02% | 0.02% | 87 | -175 | -0.62% | Q1 2026 | Apr 08, 2026 |
| Blossom Wealth Management | History | New | 27,468 | 1,101 | 1.63% | — | 88 | +27,468 | New | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Reduced | 27,285 | 1,094 | 0.14% | 0.15% | 89 | -760 | -2.71% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,798 | 1,079 | 0.01% | 0.01% | 90 | +14,624 | 120.12% | Q1 2026 | Apr 07, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 26,667 | 1,069 | 0.24% | 0.08% | 91 | +18,025 | 208.57% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 26,215 | 1,051 | 0.35% | 0.32% | 92 | +485 | 1.88% | Q1 2026 | May 15, 2026 |
| TrustBank | History | Added to | 26,005 | 1,042 | 0.4% | 0.09% | 93 | +20,755 | 395.33% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 25,850 | 1,036 | 0.02% | 0.02% | 94 | +2,350 | 10.0% | Q1 2026 | Apr 22, 2026 |
| COFG Advisors, LLC | History | Added to | 25,385 | 1,017 | 0.25% | 0.18% | 95 | +7,421 | 41.31% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | New | 25,236 | 1,011 | 0.05% | — | 96 | +25,236 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,003 | 1,002 | 0.0% | 0.0% | 97 | +529 | 2.16% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 23,562 | 944 | 0.0% | 0.0% | 98 | +11,563 | 96.37% | Q1 2026 | May 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 23,296 | 934 | 0.7% | 0.74% | 99 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 22,905 | 918 | 0.08% | 0.08% | 100 | +240 | 1.06% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,698 | 910 | 0.02% | 0.01% | 101 | +10,884 | 92.13% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 22,468 | 900 | 0.14% | 0.07% | 102 | +11,877 | 112.14% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 22,270 | 893 | 0.19% | — | 103 | +22,270 | New | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | New | 22,253 | 892 | 0.04% | — | 104 | +22,253 | New | Q1 2026 | May 08, 2026 |
| Advisory Advocates, LLC | History | New | 21,727 | 871 | 0.89% | — | 105 | +21,727 | New | Q1 2026 | May 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 21,293 | 853 | 0.08% | 0.14% | 106 | -14,103 | -39.84% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,157 | 848 | 0.02% | 0.01% | 107 | +4,476 | 26.83% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | Reduced | 20,624 | 827 | 0.28% | 0.29% | 108 | -668 | -3.14% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 20,563 | 824 | 0.05% | 0.01% | 109 | +15,563 | 311.26% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,004 | 802 | 0.03% | 0.03% | 110 | -1,880 | -8.59% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,956 | 800 | 0.01% | 0.01% | 111 | +440 | 2.25% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 19,769 | 792 | 0.03% | 0.02% | 112 | +3,632 | 22.51% | Q1 2026 | Apr 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 19,693 | 789 | 0.2% | 0.2% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,820 | 754 | 0.01% | 0.01% | 114 | -3 | -0.02% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,734 | 751 | 0.01% | 0.01% | 115 | -512 | -2.66% | Q1 2026 | May 01, 2026 |
| Frisch Financial Group, Inc. | History | New | 18,585 | 745 | 0.16% | — | 117 | +18,585 | New | Q1 2026 | May 05, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 18,588 | 745 | 0.67% | 0.9% | 116 | -696 | -3.61% | Q1 2026 | Apr 23, 2026 |
| Triton Financial Group Inc | History | New | 18,371 | 738 | 1.29% | — | 118 | +18,371 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 18,387 | 737 | 0.01% | 0.01% | 119 | +2,834 | 18.22% | Q1 2026 | May 15, 2026 |
| FreeGulliver LLC | History | New | 18,292 | 733 | 0.31% | — | 120 | +18,292 | New | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | Added to | 17,876 | 716 | 0.19% | 0.18% | 121 | +1,232 | 7.4% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 17,736 | 711 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 17,166 | 688 | 0.49% | 0.47% | 123 | +138 | 0.81% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 16,271 | 652 | 0.07% | 0.07% | 124 | +97 | 0.6% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | Reduced | 15,760 | 631 | 0.32% | 0.34% | 125 | -905 | -5.43% | Q1 2026 | Apr 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 15,532 | 622 | 0.03% | — | 126 | +15,532 | New | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,137 | 606 | 0.2% | 0.23% | 127 | -1,635 | -9.75% | Q1 2026 | Apr 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,221 | 570 | 0.16% | 0.17% | 128 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14,083 | 565 | 0.0% | 0.0% | 129 | -386 | -2.67% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 13,880 | 556 | 0.02% | 0.01% | 130 | +1,462 | 11.77% | Q1 2026 | May 13, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 13,617 | 546 | 0.27% | 0.28% | 131 | -1 | -0.01% | Q1 2026 | Apr 23, 2026 |
| Seros Financial, LLC | History | No change | 13,520 | 542 | 0.34% | 0.32% | 132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,469 | 540 | 0.0% | 0.0% | 133 | -36,105 | -72.83% | Q1 2026 | May 12, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 13,329 | 534 | 0.3% | 0.29% | 134 | +1,891 | 16.53% | Q1 2026 | Apr 16, 2026 |
| New Republic Capital, LLC | History | No change | 13,223 | 530 | 0.18% | 0.14% | 135 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | New | 12,871 | 516 | 0.01% | — | 136 | +12,871 | New | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,839 | 514 | 0.01% | 0.01% | 137 | +2,706 | 26.7% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 12,529 | 502 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 11,804 | 473 | 0.17% | 0.15% | 139 | +1,651 | 16.26% | Q1 2026 | Apr 08, 2026 |
| Capital Square, LLC | History | New | 11,220 | 471 | 0.22% | — | 140 | +11,220 | New | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,216 | 470 | 0.01% | 0.01% | 141 | -615 | -5.2% | Q1 2026 | May 04, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 11,483 | 460 | 0.13% | 0.13% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,237 | 450 | 0.03% | 0.03% | 143 | +2,156 | 23.74% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 10,878 | 436 | 0.03% | 0.03% | 144 | +331 | 3.14% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 10,764 | 431 | 0.0% | 0.0% | 145 | -2,745 | -20.32% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 10,770 | 431 | 0.28% | 0.24% | 146 | +1,521 | 16.45% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | No change | 10,590 | 424 | 0.03% | 0.04% | 147 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WPWealth LLP | History | No change | 10,194 | 408 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 10,105 | 405 | 0.15% | 0.05% | 149 | -1,500 | -12.93% | Q1 2026 | May 05, 2026 |
| Waterloo Capital, L.P. | History | Added to | 10,010 | 401 | 0.03% | 0.02% | 151 | +2,373 | 31.07% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,000 | 401 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Reduced | 9,935 | 398 | 0.11% | 0.46% | 152 | -33,511 | -77.13% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,912 | 397 | 0.01% | 0.0% | 153 | +4,445 | 81.31% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,690 | 388 | 0.0% | 0.01% | 154 | -2,285 | -19.08% | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 9,206 | 369 | 0.05% | 0.05% | 155 | +100 | 1.1% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,200 | 368 | 0.02% | 0.03% | 156 | -700 | -7.07% | Q1 2026 | Apr 13, 2026 |
| Vestment Financial LLC | History | New | 8,743 | 366 | 0.17% | — | 158 | +8,743 | New | Q1 2026 | May 01, 2026 |
| Apriem Advisors | History | No change | 9,150 | 366 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 9,076 | 363 | 0.17% | — | 160 | +9,076 | New | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,065 | 363 | 0.02% | 0.02% | 159 | -215 | -2.32% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,875 | 355 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Added to | 8,754 | 351 | 0.21% | 0.2% | 162 | +750 | 9.37% | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | No change | 8,717 | 349 | 0.07% | 0.08% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 8,604 | 347 | 0.18% | 0.39% | 164 | -8,434 | -49.5% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,485 | 340 | 0.02% | 0.02% | 165 | -1,997 | -19.05% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,350 | 334 | 0.01% | 0.01% | 166 | +2,094 | 33.47% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 8,269 | 331 | 0.01% | 0.01% | 167 | +2,892 | 53.78% | Q1 2026 | May 04, 2026 |
| AlphaStar Capital Management, LLC | History | New | 8,004 | 320 | 0.02% | — | 168 | +8,004 | New | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 7,960 | 319 | 0.17% | 0.28% | 170 | -5,086 | -38.99% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | No change | 7,980 | 319 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Faithward Advisors, LLC | History | Added to | 7,851 | 314 | 0.04% | 0.04% | 171 | +1,628 | 26.16% | Q1 2026 | Apr 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,732 | 310 | 0.05% | 0.06% | 172 | -205 | -2.58% | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | No change | 7,481 | 299 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | New | 7,400 | 296 | 0.0% | — | 174 | +7,400 | New | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,284 | 292 | 0.0% | 0.0% | 175 | +600 | 8.98% | Q1 2026 | Apr 15, 2026 |
| Betterment LLC | History | Reduced | 7,267 | 291 | 0.0% | 0.0% | 176 | -35 | -0.48% | Q1 2026 | May 14, 2026 |
| CRUX WEALTH ADVISORS | History | New | 7,091 | 284 | 0.11% | — | 177 | +7,091 | New | Q1 2026 | Apr 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 7,000 | 280 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 6,730 | 269 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,600 | 264 | 0.01% | — | 180 | +6,600 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,571 | 263 | 0.0% | 0.0% | 181 | -137 | -2.04% | Q1 2026 | Apr 15, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,319 | 253 | 0.04% | 0.05% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 6,221 | 249 | 0.01% | — | 183 | +6,221 | New | Q1 2026 | Apr 07, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 6,092 | 244 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Helium Advisors LLC | History | No change | 6,100 | 244 | 0.23% | 0.25% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | New | 6,076 | 243 | 0.0% | — | 187 | +6,076 | New | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,067 | 243 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 5,981 | 239 | 0.16% | 0.15% | 188 | -2 | -0.03% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 5,850 | 234 | 0.0% | — | 189 | +5,850 | New | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,820 | 233 | 0.03% | 0.04% | 190 | -775 | -11.75% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,777 | 231 | 0.0% | — | 191 | +5,777 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,740 | 230 | 0.0% | — | 193 | +5,740 | New | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,738 | 230 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 5,350 | 214 | 0.12% | 0.12% | 194 | -150 | -2.73% | Q1 2026 | Apr 28, 2026 |
| Nikulski Financial, Inc. | History | New | 5,315 | 213 | 0.05% | — | 195 | +5,315 | New | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,244 | 210 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 5,218 | 209 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bison Wealth, LLC | History | New | 4,760 | 203 | 0.02% | — | 198 | +4,760 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,527 | 181 | 0.01% | 0.0% | 199 | +3,727 | 465.88% | Q1 2026 | Apr 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,509 | 180 | 0.16% | 0.17% | 200 | -185 | -3.94% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,278 | 171 | 0.01% | 0.01% | 201 | +302 | 7.6% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,579 | 143 | 0.09% | — | 202 | +3,579 | New | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,435 | 138 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,077 | 123 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,420 | 98 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PlanVest Financial, Inc | History | New | 2,387 | 95 | 0.07% | — | 206 | +2,387 | New | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | No change | 2,154 | 86 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 80 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1,950 | 78 | 0.0% | — | 209 | +1,950 | New | Q1 2026 | May 07, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,812 | 72 | 0.02% | 0.02% | 210 | -382 | -17.41% | Q1 2026 | Apr 03, 2026 |
| Atlantic Private Wealth, LLC | History | New | 1,710 | 68 | 0.04% | — | 211 | +1,710 | New | Q1 2026 | May 08, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,574 | 63 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,534 | 61 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,475 | 59 | 0.0% | — | 214 | +1,475 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,475 | 59 | 0.0% | — | 215 | +1,475 | New | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,300 | 52 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PFS Partners, LLC | History | No change | 1,200 | 48 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,178 | 47 | 0.0% | — | 218 | +1,178 | New | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | New | 1,133 | 45 | 0.0% | — | 219 | +1,133 | New | Q1 2026 | May 15, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,074 | 43 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,044 | 41 | 0.03% | 0.04% | 221 | -206 | -16.48% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 723 | 28 | 0.0% | 0.0% | 223 | -79 | -9.85% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 700 | 28 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 676 | 27 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 541 | 21 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | No change | 450 | 18 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 345 | 13 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 303 | 12 | 0.0% | — | 229 | +303 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 316 | 12 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | New | 190 | 7 | 0.0% | — | 231 | +190 | New | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | New | 53 | 2 | 0.0% | — | 233 | +53 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 48 | 1 | 0.0% | — | 236 | +48 | New | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | No change | 37 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 41 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Closed out | 0 | 0 | — | 2.5% | — | -81,024 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -39,020 | -100.0% | Q1 2026 | May 01, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -36,911 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RK Capital Management, LLC/FL | History | Closed out | 0 | 0 | — | 0.03% | — | -23,800 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,591 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,719 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,314 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,224 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,787 | -100.0% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -7,999 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,383 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,032 | -100.0% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,810 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,495 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q1 2026 | May 14, 2026 |