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 | No change | 3,760,966 | 150,814 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,708,761 | 73,579 | 0.57% | 0.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,233,116 | 53,097 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 450,307 | 19,390 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | Reduced | 332,230 | 14,634 | 0.31% | 0.32% | 5 | -2,623 | -0.78% | Q3 2026 | Oct 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 321,563 | 13,846 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 321,366 | 13,838 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 287,173 | 12,649 | 0.02% | 0.03% | 8 | -210,074 | -42.25% | Q3 2026 | Nov 02, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 275,307 | 12,127 | 1.27% | 1.25% | 9 | -6,680 | -2.37% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 263,407 | 11,603 | 0.03% | 0.04% | 10 | -31,107 | -10.56% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 260,956 | 11,236 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 236,401 | 10,179 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 223,105 | 9,606 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 220,288 | 9,485 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 192,620 | 8,294 | 3.86% | 3.86% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 167,184 | 7,198 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Reduced | 161,632 | 7,119 | 0.07% | 0.35% | 17 | -645,483 | -79.97% | Q3 2026 | Oct 22, 2026 |
| Southland Equity Partners LLC | History | Reduced | 154,539 | 6,807 | 1.17% | 1.2% | 18 | -3,982 | -2.51% | Q3 2026 | Oct 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 150,183 | 6,615 | 0.19% | 0.19% | 19 | -3,050 | -1.99% | Q3 2026 | Oct 08, 2026 |
| World Investment Advisors | History | No change | 158,463 | 6,359 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 128,462 | 5,667 | 2.72% | 2.85% | 21 | -1,589 | -1.22% | Q3 2026 | Oct 27, 2026 |
| Advisory Alpha, LLC | History | No change | 118,670 | 5,109 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 115,464 | 5,086 | 0.01% | 0.01% | 23 | -739 | -0.64% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 109,156 | 4,700 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | Reduced | 102,597 | 4,519 | 0.88% | 0.91% | 25 | -1,000 | -0.97% | Q3 2026 | Oct 07, 2026 |
| BCS Wealth Management | History | Reduced | 102,445 | 4,512 | 0.8% | 0.84% | 26 | -5,913 | -5.46% | Q3 2026 | Nov 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 100,492 | 4,327 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 92,080 | 3,964 | 0.52% | 0.52% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 89,044 | 3,958 | 0.75% | 0.76% | 29 | -1,569 | -1.73% | Q3 2026 | Oct 09, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 84,345 | 3,631 | 1.56% | 1.56% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diligent Investors, LLC | History | Reduced | 80,448 | 3,543 | 0.78% | 0.77% | 31 | -12 | -0.01% | Q3 2026 | Oct 21, 2026 |
| Cerity Partners LLC | History | No change | 75,616 | 3,256 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 73,871 | 3,254 | 0.32% | 0.32% | 33 | -1,145 | -1.53% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 74,407 | 3,203 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 73,605 | 3,186 | 1.14% | 1.14% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advisory Services Network, LLC | History | No change | 73,847 | 3,179 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 68,495 | 3,017 | 0.82% | 0.81% | 37 | -2,150 | -3.04% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 69,189 | 2,979 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 64,269 | 2,850 | 0.0% | 0.01% | 39 | -20,392 | -24.09% | Q3 2026 | Oct 13, 2026 |
| MAI Capital Management | History | No change | 65,779 | 2,832 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Reduced | 64,283 | 2,831 | 0.99% | 1.1% | 41 | -5,902 | -8.41% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 63,611 | 2,802 | 0.02% | 0.01% | 42 | +34,782 | 120.65% | Q3 2026 | Oct 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 62,656 | 2,759 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 62,453 | 2,751 | 0.3% | 0.32% | 44 | -2,537 | -3.9% | Q3 2026 | Oct 16, 2026 |
| Bellwether Advisors, LLC | History | No change | 59,530 | 2,563 | 0.38% | 0.38% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 57,403 | 2,528 | 0.13% | 0.12% | 46 | -961 | -1.65% | Q3 2026 | Nov 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 57,691 | 2,484 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 55,663 | 2,451 | 1.19% | 1.12% | 48 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Blue Water Asset Management | History | Reduced | 55,618 | 2,449 | 0.79% | 0.82% | 49 | -3,154 | -5.37% | Q3 2026 | Nov 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 56,777 | 2,444 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 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 | 47,861 | 2,108 | 0.25% | 0.27% | 52 | -2,162 | -4.32% | Q3 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 48,152 | 2,073 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 47,305 | 2,036 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 45,430 | 1,956 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 45,200 | 1,946 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trek Financial, LLC | History | No change | 42,740 | 1,882 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 41,434 | 1,825 | 0.9% | 0.84% | 58 | -829 | -1.96% | Q3 2026 | Oct 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 42,128 | 1,814 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weaver Capital Management LLC | History | Reduced | 39,688 | 1,748 | 0.33% | 0.36% | 60 | -890 | -2.19% | Q3 2026 | Oct 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 38,671 | 1,703 | 0.2% | 0.2% | 61 | -826 | -2.09% | Q3 2026 | Oct 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 37,714 | 1,671 | 0.37% | 0.37% | 62 | -1,779 | -4.5% | Q3 2026 | Oct 28, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 37,730 | 1,662 | 0.45% | 0.46% | 63 | -183 | -0.48% | Q3 2026 | Oct 13, 2026 |
| Archer Investment Corp | History | Reduced | 37,400 | 1,647 | 0.3% | 0.33% | 64 | -1,960 | -4.98% | Q3 2026 | Nov 05, 2026 |
| FSA Advisors, Inc. | History | No change | 38,133 | 1,642 | 0.75% | 0.75% | 65 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 36,896 | 1,637 | 0.02% | 0.03% | 66 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 36,896 | 1,637 | 0.02% | 0.03% | 67 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 36,940 | 1,627 | 0.16% | 0.16% | 68 | -240 | -0.65% | Q3 2026 | Oct 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 37,428 | 1,611 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 36,183 | 1,593 | 0.73% | 0.74% | 70 | -700 | -1.9% | Q3 2026 | Oct 15, 2026 |
| HRT FINANCIAL LP | History | No change | 35,947 | 1,547 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 35,645 | 1,534 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 34,811 | 1,533 | 0.06% | 0.06% | 73 | -1 | -0.0% | Q3 2026 | Nov 04, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 33,766 | 1,487 | 0.33% | 0.35% | 74 | -530 | -1.55% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 34,277 | 1,475 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 34,064 | 1,466 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 32,757 | 1,442 | 0.01% | 0.01% | 77 | +17,055 | 108.62% | Q3 2026 | Oct 28, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 31,976 | 1,408 | 0.96% | 1.03% | 78 | -335 | -1.04% | Q3 2026 | Oct 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 31,941 | 1,375 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 31,165 | 1,372 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 31,108 | 1,370 | 0.0% | 0.0% | 81 | -25,828 | -45.36% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 29,664 | 1,306 | 0.07% | 0.08% | 82 | -63 | -0.21% | Q3 2026 | Nov 02, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 29,672 | 1,277 | 0.47% | 0.47% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 28,584 | 1,259 | 1.12% | 1.01% | 84 | -1,435 | -4.78% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,897 | 1,228 | 0.02% | 0.02% | 85 | -2,549 | -8.37% | Q3 2026 | Oct 16, 2026 |
| Blossom Wealth Management | History | No change | 27,468 | 1,209 | 1.62% | 1.67% | 86 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 28,073 | 1,208 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Phoenix Financial Ltd. | History | No change | 28,134 | 1,203 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrustBank | History | No change | 27,125 | 1,194 | 0.38% | 0.4% | 89 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Composition Wealth, LLC | History | No change | 27,696 | 1,192 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CRA Financial Services, LLC | History | No change | 26,910 | 1,185 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 27,521 | 1,185 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 26,215 | 1,154 | 0.3% | 0.3% | 93 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 25,645 | 1,129 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 25,692 | 1,106 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 24,324 | 1,071 | 0.01% | 0.01% | 96 | -9,098 | -27.22% | Q3 2026 | Oct 08, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 23,188 | 1,021 | 0.19% | 0.22% | 97 | -3,350 | -12.62% | Q3 2026 | Oct 16, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 23,296 | 1,003 | 0.67% | 0.67% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Certified Advisory Corp | History | No change | 22,595 | 995 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| McAdam, LLC | History | Reduced | 22,249 | 980 | 0.04% | 0.04% | 100 | -2 | -0.01% | Q3 2026 | Oct 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 21,293 | 937 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| COFG Advisors, LLC | History | No change | 20,776 | 894 | 0.15% | 0.15% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | No change | 20,624 | 888 | 0.27% | 0.27% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,644 | 865 | 0.03% | 0.03% | 104 | -30 | -0.15% | Q3 2026 | Oct 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,006 | 861 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,004 | 861 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BCGM Wealth Management, LLC | History | No change | 19,693 | 847 | 0.18% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 19,643 | 845 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lifeworks Advisors, LLC | History | No change | 18,986 | 817 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,327 | 807 | 0.01% | 0.01% | 110 | -134 | -0.73% | Q3 2026 | Oct 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 18,759 | 807 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Valmark Advisers, Inc. | History | No change | 18,616 | 801 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frisch Financial Group, Inc. | History | No change | 18,585 | 800 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | No change | 17,876 | 787 | 0.18% | 0.18% | 114 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FreeGulliver LLC | History | No change | 18,292 | 787 | 0.28% | 0.28% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 17,649 | 778 | 0.14% | 0.18% | 116 | -4,573 | -20.58% | Q3 2026 | Nov 03, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 17,736 | 763 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| James T. Borello RIA | History | No change | 17,213 | 758 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 16,226 | 714 | 0.47% | 0.46% | 119 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,182 | 712 | 0.07% | 0.06% | 120 | -30 | -0.19% | Q3 2026 | Oct 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,060 | 691 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 15,532 | 684 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15,137 | 666 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Triton Financial Group Inc | History | No change | 15,384 | 662 | 0.38% | 0.38% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dakota Wealth Management | History | No change | 15,029 | 647 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,514 | 639 | 0.03% | 0.01% | 126 | +200 | 1.4% | Q3 2026 | Oct 21, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,221 | 626 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 14,173 | 624 | 0.0% | 0.0% | 128 | +6,773 | 91.53% | Q3 2026 | Nov 02, 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 | No change | 13,512 | 595 | 0.25% | 0.25% | 130 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 13,339 | 587 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 13,300 | 585 | 0.27% | 0.26% | 132 | -25 | -0.19% | Q3 2026 | Oct 26, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,483 | 580 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,366 | 575 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Republic Capital, LLC | History | No change | 13,223 | 569 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Noble Wealth Management PBC | History | Reduced | 12,433 | 547 | 0.24% | 0.28% | 136 | -1,880 | -13.13% | Q3 2026 | Oct 01, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 11,727 | 516 | 0.3% | 0.3% | 137 | -383 | -3.16% | Q3 2026 | Oct 21, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 11,364 | 500 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Capital Square, LLC | History | No change | 11,220 | 494 | 0.22% | 0.21% | 139 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 11,483 | 494 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,058 | 476 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 10,605 | 467 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,496 | 463 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,430 | 459 | 0.03% | 0.03% | 144 | -98 | -0.93% | Q3 2026 | Oct 08, 2026 |
| WPWealth LLP | History | No change | 10,194 | 438 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,000 | 430 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,984 | 429 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,690 | 417 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Seros Financial, LLC | History | Reduced | 9,459 | 416 | 0.21% | 0.25% | 150 | -1,846 | -16.33% | Q3 2026 | Oct 21, 2026 |
| Waterloo Capital, L.P. | History | No change | 9,663 | 416 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,562 | 411 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 9,150 | 403 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 9,106 | 401 | 0.05% | 0.04% | 153 | -100 | -1.09% | Q3 2026 | Oct 13, 2026 |
| Apriem Advisors | History | No change | 9,150 | 393 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 8,717 | 383 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,875 | 382 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 8,484 | 377 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WorthPointe, LLC | History | No change | 8,515 | 366 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 8,419 | 362 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 8,350 | 359 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 8,143 | 358 | 0.15% | 0.17% | 161 | -933 | -10.28% | Q3 2026 | Oct 13, 2026 |
| IFS Advisors, LLC | History | New | 8,072 | 355 | 0.11% | — | 163 | +8,072 | New | Q3 2026 | Oct 14, 2026 |
| Merit Financial Group, LLC | History | No change | 8,260 | 355 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,937 | 349 | 0.03% | 0.04% | 164 | -2,168 | -21.45% | Q3 2026 | Nov 03, 2026 |
| Faithward Advisors, LLC | History | No change | 7,851 | 338 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 7,463 | 328 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WealthShield Partners, LLC | History | No change | 7,481 | 322 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | New | 7,279 | 320 | 0.02% | — | 169 | +7,279 | New | Q3 2026 | Oct 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,284 | 320 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,262 | 319 | 0.01% | 0.01% | 170 | +2,441 | 50.63% | Q3 2026 | Oct 23, 2026 |
| Global Trust Asset Management, LLC | History | No change | 7,000 | 308 | 0.1% | 0.09% | 171 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,054 | 303 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 6,971 | 300 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,843 | 293 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 6,730 | 289 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 6,600 | 284 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | No change | 6,558 | 282 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Talon Private Wealth, LLC | History | No change | 6,410 | 276 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,319 | 272 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NovaPoint Capital, LLC | History | No change | 5,995 | 264 | 0.06% | 0.05% | 180 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 6,092 | 262 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,076 | 261 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,067 | 261 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,844 | 257 | 0.01% | 0.01% | 184 | -276 | -4.51% | Q3 2026 | Oct 15, 2026 |
| Goldstein Advisors, LLC | History | New | 5,728 | 252 | 0.02% | — | 185 | +5,728 | New | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,777 | 248 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,350 | 235 | 0.11% | 0.11% | 187 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,244 | 233 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 5,218 | 229 | 0.05% | 0.06% | 189 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Nikulski Financial, Inc. | History | No change | 5,315 | 228 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 5,024 | 221 | 0.04% | 0.04% | 191 | -714 | -12.44% | Q3 2026 | Oct 15, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 4,881 | 215 | 0.13% | 0.15% | 192 | -1,100 | -18.39% | Q3 2026 | Oct 13, 2026 |
| ATX Financial Planning, LLC | History | No change | 4,862 | 214 | 0.14% | 0.14% | 193 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bison Wealth, LLC | History | No change | 4,760 | 212 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cannell & Spears LLC | History | No change | 4,873 | 209 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,568 | 202 | 0.01% | 0.01% | 196 | -484 | -9.58% | Q3 2026 | Oct 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 4,544 | 200 | 0.08% | — | 197 | +4,544 | New | Q3 2026 | Nov 04, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 4,439 | 195 | 0.1% | 0.16% | 198 | -2,817 | -38.82% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,976 | 175 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,070 | 135 | 0.03% | 0.04% | 200 | -365 | -10.63% | Q3 2026 | Nov 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,629 | 115 | 0.09% | 0.13% | 201 | -1,406 | -34.85% | Q3 2026 | Nov 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 2,543 | 112 | 0.11% | 0.13% | 202 | -534 | -17.35% | Q3 2026 | Oct 27, 2026 |
| PlanVest Financial, Inc | History | No change | 2,387 | 102 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,367 | 101 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 2,154 | 92 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,950 | 83 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 1,800 | 79 | 0.04% | 0.05% | 207 | -200 | -10.0% | Q3 2026 | Nov 04, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,710 | 73 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,534 | 67 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,475 | 63 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,398 | 61 | 0.03% | 0.03% | 211 | -5 | -0.36% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,366 | 58 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 1,200 | 52 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,178 | 51 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,074 | 46 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,036 | 45 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MORGAN STANLEY | History | No change | 723 | 31 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | No change | 700 | 30 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 676 | 29 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 541 | 23 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 450 | 19 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 316 | 13 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BigSur Wealth Management LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 185 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 149 | 6 | 0.0% | — | 225 | +149 | New | Q3 2026 | Oct 30, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 37 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | No change | 41 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,038 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Vestment Financial LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,743 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,980 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,475 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |