Innovator ETFs Trust - PJAN
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.
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| 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 | 3,719,237 | 174,878 | 0.06% | 0.06% | 1 | -154,473 | -3.99% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,268,319 | 104,637 | 0.53% | 0.42% | 2 | +645,234 | 39.75% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,409,587 | 65,024 | 0.76% | 0.74% | 3 | +79,776 | 6.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,314,497 | 60,637 | 0.09% | 0.06% | 4 | +429,328 | 48.5% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 758,887 | 35,007 | 0.4% | 0.07% | 5 | +637,054 | 522.89% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Reduced | 747,553 | 34,484 | 0.01% | 0.01% | 6 | -86,842 | -10.41% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | New | 628,931 | 29,012 | 0.12% | — | 7 | +628,931 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 625,514 | 28,854 | 0.08% | 0.05% | 8 | +228,336 | 57.49% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 622,149 | 28,699 | 0.04% | 0.03% | 9 | +75,721 | 13.86% | Q1 2026 | Apr 27, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 593,514 | 27,378 | 3.85% | — | 10 | +593,514 | New | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 584,919 | 26,982 | 0.07% | 0.05% | 11 | +190,085 | 48.14% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 577,520 | 26,641 | 0.57% | 0.42% | 12 | +158,008 | 37.66% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 519,347 | 23,957 | 0.01% | 0.01% | 13 | +81,042 | 18.49% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 490,128 | 22,609 | 0.03% | 0.03% | 14 | -9,700 | -1.94% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 484,499 | 22,349 | 0.01% | 0.0% | 15 | +147,720 | 43.86% | Q1 2026 | May 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 384,166 | 17,721 | 3.45% | 3.76% | 16 | -21,553 | -5.31% | Q1 2026 | Apr 14, 2026 |
| Compass Advisory Group LLC | History | Added to | 370,574 | 17,094 | 4.57% | 0.87% | 17 | +302,287 | 442.67% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 320,900 | 14,864 | 0.03% | 0.01% | 18 | +211,671 | 193.79% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Added to | 320,135 | 14,767 | 0.02% | 0.0% | 19 | +317,975 | 14721.06% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 317,958 | 14,667 | 0.02% | 0.01% | 20 | +42,905 | 15.6% | Q1 2026 | May 13, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 282,400 | 13,027 | 2.21% | 2.2% | 21 | -10,217 | -3.49% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 262,143 | 12,092 | 0.06% | 0.05% | 22 | +101,398 | 63.08% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 243,584 | 11,237 | 0.03% | 0.02% | 23 | +15,396 | 6.75% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 235,717 | 10,873 | 0.03% | 0.03% | 24 | -38,530 | -14.05% | Q1 2026 | May 14, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 234,844 | 10,833 | 1.26% | 1.27% | 25 | -330 | -0.14% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 200,109 | 9,230 | 0.09% | 0.07% | 26 | +64,497 | 47.56% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 198,137 | 9,140 | 0.08% | 0.07% | 27 | -15,088 | -7.08% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 194,554 | 8,974 | 0.03% | 0.03% | 28 | +59,211 | 43.75% | Q1 2026 | Apr 30, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 177,189 | 8,173 | 1.15% | 1.58% | 29 | -4,202 | -2.32% | Q1 2026 | Apr 20, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 171,045 | 7,890 | 1.73% | — | 30 | +171,045 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 151,646 | 6,995 | 0.01% | 0.01% | 31 | +19,910 | 15.11% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 148,666 | 6,857 | 0.03% | 0.02% | 32 | +42,567 | 40.12% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 146,765 | 6,770 | 0.23% | 0.24% | 33 | +2,964 | 2.06% | Q1 2026 | Apr 07, 2026 |
| COFG Advisors, LLC | History | Reduced | 146,319 | 6,749 | 1.67% | 1.71% | 34 | -572 | -0.39% | Q1 2026 | May 11, 2026 |
| Range Financial Group LLC | History | Reduced | 143,808 | 6,633 | 2.23% | 2.38% | 35 | -2,632 | -1.8% | Q1 2026 | Apr 30, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Added to | 141,958 | 6,548 | 4.93% | 5.05% | 36 | +3,710 | 2.68% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 140,634 | 6,487 | 0.04% | 0.02% | 37 | +77,912 | 124.22% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 139,362 | 6,429 | 0.02% | 0.02% | 38 | +1,423 | 1.03% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | Added to | 138,594 | 6,393 | 0.07% | 0.04% | 39 | +79,642 | 135.1% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 137,141 | 6,326 | 0.5% | 0.49% | 40 | +28,078 | 25.74% | Q1 2026 | Apr 16, 2026 |
| Talon Private Wealth, LLC | History | New | 134,804 | 6,218 | 0.83% | — | 41 | +134,804 | New | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | New | 126,115 | 5,817 | 2.01% | — | 44 | +126,115 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 126,115 | 5,817 | 2.01% | 2.2% | 43 | -3,860 | -2.97% | Q1 2026 | May 05, 2026 |
| Motiv8 Investments LLC | History | No change | 123,710 | 5,817 | 3.17% | 3.17% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 122,471 | 5,649 | 1.42% | 1.47% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 119,887 | 5,530 | 1.59% | 1.59% | 46 | +8,630 | 7.76% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 116,120 | 5,356 | 0.1% | 0.13% | 47 | -26,893 | -18.8% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 115,684 | 5,336 | 0.08% | 0.05% | 48 | +44,081 | 61.56% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 110,946 | 5,117 | 0.35% | 0.33% | 49 | +23,421 | 26.76% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 106,515 | 4,913 | 0.1% | 0.1% | 50 | +7,147 | 7.19% | Q1 2026 | Apr 13, 2026 |
| JDM Financial Group LLC | History | No change | 104,059 | 4,800 | 1.85% | 1.9% | 51 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 103,874 | 4,791 | 2.22% | 8.77% | 52 | -290,433 | -73.66% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 102,805 | 4,742 | 0.01% | 0.01% | 53 | -2,436 | -2.31% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | New | 101,957 | 4,703 | 0.02% | — | 54 | +101,957 | New | Q1 2026 | May 11, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 99,192 | 4,605 | 4.42% | 5.53% | 55 | -24,360 | -19.72% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 88,362 | 4,076 | 0.04% | 0.04% | 56 | +7,235 | 8.92% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 86,932 | 4,010 | 0.07% | 0.03% | 57 | +49,976 | 135.23% | Q1 2026 | Apr 22, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 85,149 | 3,927 | 0.62% | 0.63% | 58 | +4,489 | 5.57% | Q1 2026 | May 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 82,412 | 3,801 | 3.56% | 3.56% | 59 | -974 | -1.17% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 81,892 | 3,777 | 0.21% | 0.2% | 60 | +46,729 | 132.89% | Q1 2026 | Apr 22, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 80,936 | 3,733 | 3.36% | 3.03% | 61 | +15,325 | 23.36% | Q1 2026 | Apr 23, 2026 |
| Crown Wealth Group, LLC | History | Added to | 76,464 | 3,527 | 1.04% | 0.93% | 62 | +5,557 | 7.84% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 75,732 | 3,493 | 0.56% | 0.51% | 63 | -3,527 | -4.45% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 75,612 | 3,487 | 0.45% | 0.44% | 64 | +3,709 | 5.16% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 75,173 | 3,467 | 0.0% | — | 65 | +75,173 | New | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 70,237 | 3,320 | 0.19% | 0.16% | 66 | +11,193 | 18.96% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 70,487 | 3,251 | 0.08% | 0.07% | 67 | +9,904 | 16.35% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 68,850 | 3,176 | 0.0% | 0.0% | 68 | +52,091 | 310.82% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Added to | 66,289 | 3,057 | 0.76% | 0.76% | 69 | +188 | 0.28% | Q1 2026 | Apr 15, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 62,809 | 3,046 | 1.58% | 0.97% | 70 | +31,149 | 98.39% | Q1 2026 | May 18, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 65,508 | 3,021 | 0.32% | 0.28% | 71 | +10,325 | 18.71% | Q1 2026 | May 04, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 60,676 | 2,799 | 0.11% | 0.1% | 72 | -5,634 | -8.5% | Q1 2026 | Apr 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 59,849 | 2,760 | 0.27% | 0.33% | 73 | -11,650 | -16.29% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 58,286 | 2,688 | 0.3% | 0.31% | 74 | -245 | -0.42% | Q1 2026 | May 11, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 55,562 | 2,563 | 2.19% | 2.68% | 75 | -2,437 | -4.2% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 54,612 | 2,519 | 0.04% | 0.04% | 76 | +7,817 | 16.7% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 53,137 | 2,451 | 0.14% | 0.16% | 77 | -310 | -0.58% | Q1 2026 | Apr 29, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 51,086 | 2,356 | 1.23% | 1.23% | 78 | -895 | -1.72% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 51,008 | 2,352 | 0.34% | 0.35% | 79 | +120 | 0.24% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 49,949 | 2,304 | 0.11% | 0.08% | 80 | +12,454 | 33.22% | Q1 2026 | May 18, 2026 |
| CITY HOLDING CO | History | Reduced | 46,370 | 2,139 | 0.27% | 0.35% | 81 | -13,350 | -22.35% | Q1 2026 | Apr 15, 2026 |
| Nikulski Financial, Inc. | History | Added to | 45,400 | 2,094 | 0.52% | 0.47% | 82 | +3,475 | 8.29% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 45,097 | 2,080 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Reduced | 45,061 | 2,078 | 1.37% | 1.52% | 84 | -1,520 | -3.26% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 44,939 | 2,073 | 0.01% | 0.01% | 85 | -1,781 | -3.81% | Q1 2026 | May 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 44,492 | 2,052 | 0.15% | 0.15% | 86 | +585 | 1.33% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 41,602 | 2,009 | 1.13% | — | 87 | +41,602 | New | Q1 2026 | May 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 43,893 | 1,990 | 0.0% | 0.0% | 88 | -1,658 | -3.64% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 42,693 | 1,969 | 0.0% | — | 89 | +42,693 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,517 | 1,961 | 0.03% | 0.03% | 90 | +1,722 | 4.22% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | No change | 42,355 | 1,953 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 41,299 | 1,905 | 0.25% | — | 92 | +41,299 | New | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 41,025 | 1,892 | 0.02% | 0.02% | 93 | +1,002 | 2.5% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 40,261 | 1,857 | 0.12% | 0.07% | 94 | +18,310 | 83.41% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 40,065 | 1,848 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,605 | 1,826 | 0.01% | 0.01% | 96 | +2,076 | 5.53% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 38,128 | 1,758 | 0.07% | 0.05% | 98 | +7,557 | 24.72% | Q1 2026 | May 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 38,110 | 1,758 | 1.45% | 1.44% | 97 | +778 | 2.08% | Q1 2026 | Apr 28, 2026 |
| Element Squared LLC | History | Reduced | 37,821 | 1,744 | 0.98% | 1.75% | 99 | -30,732 | -44.83% | Q1 2026 | Apr 23, 2026 |
| Trek Financial, LLC | History | Reduced | 37,281 | 1,719 | 0.09% | 0.12% | 100 | -5,324 | -12.5% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | Added to | 36,929 | 1,703 | 0.59% | 0.58% | 101 | +159 | 0.43% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 36,858 | 1,700 | 1.05% | 1.2% | 102 | -698 | -1.86% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 36,238 | 1,671 | 0.61% | 0.56% | 103 | +388 | 1.08% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,229 | 1,625 | 0.03% | 0.01% | 104 | +24,297 | 222.26% | Q1 2026 | May 18, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 34,728 | 1,602 | 1.05% | 1.0% | 105 | +779 | 2.29% | Q1 2026 | Apr 21, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 34,678 | 1,599 | 0.22% | 0.17% | 106 | +7,955 | 29.77% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 33,947 | 1,565 | 0.03% | 0.03% | 107 | -57 | -0.17% | Q1 2026 | Apr 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 33,851 | 1,561 | 0.2% | 0.19% | 108 | +4,335 | 14.69% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,688 | 1,557 | 0.01% | 0.02% | 109 | +24 | 0.07% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 33,493 | 1,545 | 0.04% | 0.04% | 110 | +1,424 | 4.44% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 33,169 | 1,530 | 0.0% | 0.0% | 111 | +1,204 | 3.77% | Q1 2026 | May 14, 2026 |
| BigSur Wealth Management LLC | History | New | 32,500 | 1,499 | 0.42% | — | 112 | +32,500 | New | Q1 2026 | Apr 22, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 31,712 | 1,468 | 0.32% | 0.32% | 113 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Weaver Capital Management LLC | History | Reduced | 31,567 | 1,456 | 0.32% | 0.33% | 114 | -1,605 | -4.84% | Q1 2026 | Apr 17, 2026 |
| Continuum Advisory, LLC | History | Reduced | 31,463 | 1,451 | 0.14% | 0.15% | 115 | -422 | -1.32% | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | Added to | 30,546 | 1,409 | 0.34% | 0.29% | 116 | +5,491 | 21.92% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 29,914 | 1,379 | 0.01% | — | 117 | +29,914 | New | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 29,276 | 1,351 | 0.04% | 0.0% | 118 | +28,873 | 7164.52% | Q1 2026 | May 14, 2026 |
| First City Capital Management, Inc. | History | No change | 28,820 | 1,329 | 0.7% | 0.72% | 119 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 28,590 | 1,318 | 0.53% | 0.25% | 120 | +16,077 | 128.48% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 28,248 | 1,303 | 0.09% | 0.07% | 121 | +7,342 | 35.12% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,131 | 1,297 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 28,017 | 1,292 | 0.56% | 0.52% | 123 | +3,452 | 14.05% | Q1 2026 | Apr 08, 2026 |
| BCS Wealth Management | History | Reduced | 26,782 | 1,235 | 0.25% | 0.26% | 124 | -27,078 | -50.27% | Q1 2026 | Apr 17, 2026 |
| Chris Bulman Inc | History | Added to | 26,008 | 1,199 | 0.53% | 0.39% | 125 | +7,452 | 40.16% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | New | 25,795 | 1,189 | 0.0% | — | 126 | +25,795 | New | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | No change | 25,469 | 1,174 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Square, LLC | History | New | 22,791 | 1,102 | 0.51% | — | 128 | +22,791 | New | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,706 | 1,093 | 0.08% | 0.07% | 129 | +3,188 | 15.54% | Q1 2026 | Apr 20, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 22,529 | 1,039 | 0.58% | 0.59% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dakota Wealth Management | History | New | 22,238 | 1,025 | 0.02% | — | 131 | +22,238 | New | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,541 | 993 | 0.01% | 0.01% | 132 | +9,429 | 77.85% | Q1 2026 | May 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 21,231 | 979 | 0.11% | 0.1% | 133 | +780 | 3.81% | Q1 2026 | May 04, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 20,968 | 967 | 0.41% | 0.41% | 134 | -715 | -3.3% | Q1 2026 | May 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 20,418 | 941 | 0.26% | 0.28% | 135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 20,063 | 925 | 0.01% | 0.01% | 136 | -2,688 | -11.81% | Q1 2026 | May 01, 2026 |
| TrustBank | History | New | 19,922 | 919 | 0.36% | — | 137 | +19,922 | New | Q1 2026 | May 04, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 19,499 | 899 | 0.17% | 0.12% | 138 | +1,731 | 9.74% | Q1 2026 | Apr 29, 2026 |
| Vantage Point Financial LLC | History | Added to | 19,433 | 896 | 0.31% | 0.21% | 139 | +7,088 | 57.42% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 19,233 | 887 | 0.06% | 0.06% | 140 | +1,300 | 7.25% | Q1 2026 | Apr 27, 2026 |
| JT Stratford LLC | History | New | 19,181 | 884 | 0.11% | — | 142 | +19,181 | New | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 19,175 | 884 | 0.15% | 0.17% | 141 | -2,225 | -10.4% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,064 | 879 | 0.03% | 0.03% | 143 | -424 | -2.18% | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 18,812 | 867 | 0.17% | 0.1% | 144 | +8,542 | 83.17% | Q1 2026 | May 14, 2026 |
| Firestone Capital Management | History | Reduced | 18,314 | 844 | 0.18% | 0.18% | 145 | -175 | -0.95% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 17,659 | 814 | 0.05% | 0.04% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Schulz Wealth, LTD. | History | No change | 17,290 | 812 | 0.52% | 0.52% | 147 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Faithward Advisors, LLC | History | Added to | 17,176 | 792 | 0.11% | 0.09% | 148 | +4,778 | 38.54% | Q1 2026 | Apr 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 16,947 | 781 | 0.04% | — | 150 | +16,947 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16,936 | 781 | 0.01% | 0.02% | 149 | -2,194 | -11.47% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 16,818 | 775 | 0.17% | — | 151 | +16,818 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 16,325 | 753 | 0.25% | 0.25% | 152 | +426 | 2.68% | Q1 2026 | Apr 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,510 | 749 | 0.02% | 0.02% | 153 | +1,286 | 9.04% | Q1 2026 | May 04, 2026 |
| Encompass More Asset Management | History | Reduced | 16,153 | 745 | 0.12% | 0.39% | 154 | -28,795 | -64.06% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Added to | 16,107 | 743 | 0.69% | 0.69% | 155 | +96 | 0.6% | Q1 2026 | Apr 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,084 | 695 | 0.03% | 0.01% | 156 | +6,556 | 76.88% | Q1 2026 | May 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 14,962 | 690 | 0.2% | 0.21% | 157 | +30 | 0.2% | Q1 2026 | May 06, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 14,728 | 679 | 0.16% | 0.15% | 158 | +2,253 | 18.06% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 14,593 | 673 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Phoenix Financial Ltd. | History | Added to | 14,550 | 670 | 0.01% | 0.01% | 160 | +330 | 2.32% | Q1 2026 | May 11, 2026 |
| Parkside Investments, LLC | History | Added to | 14,475 | 667 | 0.08% | 0.07% | 161 | +2,600 | 21.89% | Q1 2026 | Apr 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 14,427 | 665 | 0.07% | 0.08% | 162 | -78 | -0.54% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,100 | 662 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Helium Advisors LLC | History | New | 14,330 | 661 | 0.63% | — | 164 | +14,330 | New | Q1 2026 | May 05, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 14,325 | 660 | 0.31% | — | 165 | +14,325 | New | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,115 | 651 | 0.01% | 0.06% | 166 | -91,213 | -86.6% | Q1 2026 | May 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 14,052 | 648 | 0.05% | 0.05% | 167 | +1,059 | 8.15% | Q1 2026 | Apr 15, 2026 |
| Marshall Financial Group, LLC | History | No change | 14,041 | 647 | 0.1% | 0.13% | 168 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 13,586 | 631 | 0.33% | 0.65% | 169 | -10,789 | -44.26% | Q1 2026 | Apr 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 13,483 | 621 | 0.22% | 0.09% | 170 | +8,090 | 150.01% | Q1 2026 | Apr 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 13,229 | 610 | 0.01% | — | 171 | +13,229 | New | Q1 2026 | Apr 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 12,969 | 598 | 0.06% | 0.07% | 172 | -1,195 | -8.44% | Q1 2026 | Apr 29, 2026 |
| Insight Wealth Partners, LLC | History | New | 12,866 | 593 | 0.08% | — | 173 | +12,866 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,746 | 587 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,717 | 586 | 0.02% | 0.01% | 175 | +4,220 | 49.66% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 12,633 | 582 | 0.16% | 0.15% | 176 | -715 | -5.36% | Q1 2026 | Apr 28, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 12,534 | 578 | 0.16% | 0.16% | 177 | +766 | 6.51% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,239 | 564 | 0.01% | 0.0% | 178 | +4,273 | 53.64% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,142 | 560 | 0.01% | 0.01% | 179 | -289 | -2.32% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 12,086 | 557 | 0.27% | 0.26% | 180 | +950 | 8.53% | Q1 2026 | Apr 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 11,957 | 551 | 0.04% | 0.05% | 181 | -656 | -5.2% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 11,872 | 547 | 0.03% | 0.04% | 182 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| New Republic Capital, LLC | History | No change | 11,626 | 536 | 0.18% | 0.15% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | New | 11,354 | 523 | 0.01% | — | 184 | +11,354 | New | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Added to | 11,302 | 521 | 0.14% | 0.12% | 185 | +1,509 | 15.41% | Q1 2026 | Apr 22, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 11,042 | 509 | 0.12% | 0.09% | 186 | +2,611 | 30.97% | Q1 2026 | Apr 17, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 11,024 | 508 | 0.14% | 1.28% | 187 | -75,321 | -87.23% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,984 | 506 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,805 | 498 | 0.01% | 0.01% | 189 | +31 | 0.29% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,649 | 491 | 0.03% | 0.0% | 190 | +10,259 | 2630.51% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,633 | 490 | 0.0% | 0.0% | 191 | +6,740 | 173.13% | Q1 2026 | May 14, 2026 |
| Catalina Capital Group, LLC | History | No change | 10,572 | 487 | 0.29% | 0.3% | 192 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| My Personal CFO, LLC | History | Reduced | 10,000 | 461 | 0.2% | 0.2% | 193 | -205 | -2.01% | Q1 2026 | Apr 21, 2026 |
| Delta Investment Management, LLC | History | No change | 9,987 | 460 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Private Wealth, LLC | History | New | 9,900 | 456 | 0.3% | — | 195 | +9,900 | New | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,426 | 455 | 0.01% | 0.02% | 197 | +150 | 1.62% | Q1 2026 | May 01, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 9,874 | 455 | 0.09% | 0.09% | 196 | -5 | -0.05% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 9,819 | 452 | 0.1% | 0.11% | 198 | +61 | 0.63% | Q1 2026 | Apr 27, 2026 |
| GTS FINANCIAL, LLC | History | New | 10,656 | 441 | 0.35% | — | 199 | +10,656 | New | Q1 2026 | May 19, 2026 |
| Mariner, LLC | History | Added to | 9,512 | 438 | 0.0% | 0.0% | 200 | +350 | 3.82% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 9,250 | 426 | 0.24% | — | 201 | +9,250 | New | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 9,066 | 418 | 0.01% | 0.01% | 202 | +1,204 | 15.31% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | Reduced | 9,037 | 416 | 0.06% | 0.08% | 203 | -1,755 | -16.26% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Added to | 8,868 | 409 | 0.09% | 0.07% | 204 | +1,868 | 26.69% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,775 | 404 | 0.02% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 8,201 | 401 | 0.04% | 0.04% | 206 | -199 | -2.37% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 8,624 | 397 | 0.02% | 0.02% | 207 | +700 | 8.83% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,432 | 388 | 0.05% | 0.06% | 208 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 8,354 | 385 | 0.03% | 0.05% | 209 | -5,378 | -39.16% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 8,184 | 377 | 0.13% | 0.11% | 210 | +350 | 4.47% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 7,838 | 361 | 0.01% | — | 211 | +7,838 | New | Q1 2026 | May 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 7,782 | 358 | 0.07% | 0.08% | 212 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | New | 7,709 | 355 | 0.03% | — | 214 | +7,709 | New | Q1 2026 | May 07, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 7,704 | 355 | 0.01% | — | 213 | +7,704 | New | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 7,208 | 346 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cypress Wealth Services, LLC | History | New | 7,486 | 345 | 0.05% | — | 216 | +7,486 | New | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,388 | 340 | 0.01% | 0.01% | 217 | +981 | 15.31% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 7,307 | 337 | 0.01% | 0.01% | 218 | -765 | -9.48% | Q1 2026 | May 04, 2026 |
| Jasper Ridge Partners, L.P. | History | New | 7,200 | 332 | 0.01% | — | 219 | +7,200 | New | Q1 2026 | May 11, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 7,043 | 324 | 0.29% | 0.26% | 220 | -20,069 | -74.02% | Q1 2026 | May 15, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | New | 6,905 | 318 | 0.05% | — | 222 | +6,905 | New | Q1 2026 | May 04, 2026 |
| MBL Wealth, LLC | History | Added to | 6,900 | 318 | 0.02% | 0.02% | 221 | +300 | 4.55% | Q1 2026 | Apr 28, 2026 |
| Frisch Financial Group, Inc. | History | New | 6,857 | 316 | 0.07% | — | 223 | +6,857 | New | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,819 | 314 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,557 | 302 | 0.01% | 0.01% | 225 | +181 | 2.84% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,510 | 300 | 0.01% | 0.01% | 226 | -286 | -4.21% | Q1 2026 | Apr 28, 2026 |
| WorthPointe, LLC | History | Reduced | 6,288 | 290 | 0.08% | 0.64% | 227 | -45,822 | -87.93% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,263 | 288 | 0.02% | 0.02% | 229 | -4 | -0.06% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | No change | 6,011 | 288 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Peak Wealth Management LLC | History | New | 6,126 | 282 | 0.23% | — | 230 | +6,126 | New | Q1 2026 | Apr 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 5,971 | 275 | 0.03% | — | 231 | +5,971 | New | Q1 2026 | Apr 30, 2026 |
| Compass Ion Advisors, LLC | History | No change | 5,931 | 273 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Inspire Advisors, LLC | History | New | 5,867 | 270 | 0.02% | — | 233 | +5,867 | New | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,715 | 263 | 0.04% | 0.05% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sequent Planning LLC | History | Reduced | 5,691 | 262 | 0.06% | 0.07% | 236 | -24 | -0.42% | Q1 2026 | Apr 21, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,700 | 262 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAILARD, INC. | History | No change | 5,650 | 260 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,505 | 253 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 5,484 | 252 | 0.05% | 0.05% | 239 | -32 | -0.58% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,408 | 249 | 0.0% | 0.0% | 240 | +957 | 21.5% | Q1 2026 | Apr 24, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,398 | 249 | 0.1% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Goldstein Advisors, LLC | History | Added to | 5,251 | 242 | 0.03% | 0.02% | 242 | +887 | 20.33% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Reduced | 5,251 | 242 | 0.04% | 0.05% | 243 | -685 | -11.54% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,116 | 236 | 0.0% | — | 245 | +5,116 | New | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 5,077 | 236 | 0.01% | 0.01% | 244 | +55 | 1.1% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,900 | 226 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 4,905 | 226 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,761 | 219 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 4,689 | 216 | 0.02% | 0.03% | 249 | -390 | -7.68% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,621 | 213 | 0.01% | 0.01% | 250 | -146 | -3.06% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,589 | 211 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 4,482 | 206 | 0.03% | 0.03% | 252 | +217 | 5.09% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | New | 4,395 | 203 | 0.0% | — | 253 | +4,395 | New | Q1 2026 | May 14, 2026 |
| Sherry Group, Inc. | History | New | 4,350 | 200 | 0.22% | — | 254 | +4,350 | New | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 4,264 | 196 | 0.2% | 0.21% | 255 | +68 | 1.62% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,673 | 169 | 0.15% | 0.18% | 256 | -636 | -14.76% | Q1 2026 | May 06, 2026 |
| Evergreen Private Wealth LLC | History | No change | 3,547 | 163 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,421 | 157 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PFS Partners, LLC | History | No change | 2,872 | 132 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,705 | 124 | 0.01% | 0.0% | 260 | +2,140 | 378.76% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 2,500 | 117 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,500 | 115 | 0.0% | — | 262 | +2,500 | New | Q1 2026 | May 01, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,366 | 109 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,128 | 100 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | New | 2,102 | 96 | 0.02% | — | 265 | +2,102 | New | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 2,044 | 94 | 0.0% | 0.0% | 266 | +112 | 5.8% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 92 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,680 | 77 | 0.02% | 0.03% | 268 | -710 | -29.71% | Q1 2026 | Apr 03, 2026 |
| Noble Wealth Management PBC | History | New | 1,000 | 46 | 0.02% | — | 269 | +1,000 | New | Q1 2026 | Apr 02, 2026 |
| ASSETMARK, INC | History | Added to | 911 | 42 | 0.0% | 0.0% | 270 | +51 | 5.93% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 41,292 | 41 | 0.0% | 0.01% | 271 | +8,747 | 26.88% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 738 | 34 | 0.01% | — | 272 | +738 | New | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 670 | 30 | 0.0% | — | 273 | +670 | New | Q1 2026 | May 07, 2026 |
| PlanVest Financial, Inc | History | New | 638 | 29 | 0.02% | — | 274 | +638 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 499 | 23 | 0.0% | — | 275 | +499 | New | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 385 | 18 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 326 | 15 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 319 | 14 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 304 | 14 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 319 | 14 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 13 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | New | 150 | 6 | 0.0% | — | 283 | +150 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 150 | 6 | 0.0% | — | 284 | +150 | New | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -49,418 | -100.0% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -12,530 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,204 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,389 | -100.0% | Q1 2026 | May 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,299 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Global Trust Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,772 | -100.0% | Q1 2026 | May 05, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,583 | -100.0% | Q1 2026 | May 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,582 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -4,798 | -100.0% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,607 | -100.0% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,304 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,351 | -100.0% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,389 | -100.0% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | May 15, 2026 |