Innovator ETFs Trust - PJUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,267,609 | 151,715 | 0.05% | 0.05% | 1 | -31,026 | -0.94% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,339,028 | 62,171 | 0.74% | 0.76% | 2 | -54,551 | -3.91% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 720,172 | 33,437 | 0.04% | 0.04% | 3 | -14,888 | -2.03% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 634,206 | 29,446 | 0.08% | 0.08% | 4 | -4,267 | -0.67% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 538,835 | 25,148 | 0.03% | 0.04% | 5 | -84,537 | -13.56% | Q4 2025 | Jan 08, 2026 |
| Compass Advisory Group LLC | History | Added to | 514,182 | 23,873 | 6.45% | 6.57% | 6 | +1,091 | 0.21% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 449,266 | 20,859 | 0.03% | 0.04% | 7 | -161,204 | -26.41% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 432,011 | 20,058 | 0.01% | 0.01% | 8 | -94,927 | -18.01% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 410,622 | 19,065 | 0.01% | 0.01% | 9 | -126,198 | -23.51% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 366,446 | 17,014 | 0.02% | 0.0% | 10 | +323,374 | 750.78% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 346,701 | 16,097 | 0.02% | 0.02% | 11 | -8,514 | -2.4% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 317,260 | 14,730 | 0.02% | 0.02% | 12 | +2,299 | 0.73% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 311,290 | 14,453 | 0.0% | 0.0% | 13 | +31,097 | 11.1% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 279,050 | 12,956 | 0.03% | 0.03% | 14 | +2,424 | 0.88% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 277,222 | 12,871 | 0.03% | 0.03% | 15 | +22,886 | 9.0% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 218,823 | 10,159 | 0.07% | 0.07% | 16 | +8,061 | 3.82% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 206,347 | 9,580 | 0.04% | 0.04% | 17 | +85 | 0.04% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 205,044 | 9,520 | 0.15% | 0.12% | 18 | +77,031 | 60.17% | Q4 2025 | Mar 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 193,529 | 8,985 | 0.02% | 0.03% | 19 | -38,487 | -16.59% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 192,513 | 8,938 | 0.31% | 0.32% | 20 | -661 | -0.34% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 190,149 | 8,829 | 0.02% | 0.02% | 21 | +10,201 | 5.67% | Q4 2025 | Feb 05, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 180,947 | 8,401 | 1.55% | 1.71% | 22 | -10,296 | -5.38% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 159,199 | 7,391 | 0.14% | 0.15% | 23 | -11,192 | -6.57% | Q4 2025 | Feb 10, 2026 |
| MBL Wealth, LLC | History | Reduced | 151,506 | 7,034 | 0.56% | 0.61% | 24 | -1,461 | -0.96% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 150,814 | 7,002 | 0.01% | 0.01% | 25 | +552 | 0.37% | Q4 2025 | Feb 02, 2026 |
| Southland Equity Partners LLC | History | Reduced | 149,511 | 6,941 | 1.37% | 1.41% | 26 | -2,890 | -1.9% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Reduced | 147,637 | 6,854 | 0.08% | 0.43% | 27 | -649,578 | -81.48% | Q4 2025 | Jan 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 138,909 | 6,449 | 0.18% | 0.18% | 28 | -420 | -0.3% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 125,387 | 5,821 | 0.09% | 0.09% | 29 | -644 | -0.51% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | Reduced | 124,582 | 5,784 | 3.15% | 3.98% | 30 | -39,668 | -24.15% | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 119,768 | 5,560 | 0.54% | 0.55% | 31 | -634 | -0.53% | Q4 2025 | Jan 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 113,984 | 5,292 | 0.5% | 0.56% | 32 | +18,475 | 19.34% | Q4 2025 | Jan 22, 2026 |
| Weaver Consulting Group | History | Reduced | 113,606 | 5,274 | 1.29% | 1.33% | 33 | -772 | -0.67% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 111,430 | 5,173 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 108,862 | 5,054 | 0.07% | 0.09% | 35 | -16,368 | -13.07% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 98,701 | 4,439 | 0.02% | — | 36 | +98,701 | New | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 95,510 | 4,434 | 0.45% | 0.51% | 37 | +45,472 | 90.87% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 90,137 | 4,185 | 0.57% | — | 38 | +90,137 | New | Q4 2025 | Feb 09, 2026 |
| Signal Advisors Wealth, LLC | History | New | 88,490 | 4,108 | 0.33% | — | 39 | +88,490 | New | Q4 2025 | Jan 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 86,773 | 4,028 | 0.03% | 0.03% | 40 | -1,543 | -1.75% | Q4 2025 | Feb 18, 2026 |
| CRA Financial Services, LLC | History | No change | 85,253 | 3,958 | 0.52% | 0.53% | 41 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 82,017 | 3,808 | 0.04% | 0.04% | 42 | -2,475 | -2.93% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 75,673 | 3,513 | 0.08% | 0.09% | 43 | -2,293 | -2.94% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 75,393 | 3,500 | 0.05% | 0.07% | 44 | -918 | -1.2% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 75,273 | 3,494 | 0.04% | 0.06% | 45 | -6,347 | -7.78% | Q4 2025 | Jan 23, 2026 |
| McAdam, LLC | History | Reduced | 74,386 | 3,453 | 0.16% | 0.17% | 46 | -2,574 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 74,054 | 3,438 | 0.31% | 0.34% | 47 | -3,912 | -5.02% | Q4 2025 | Jan 12, 2026 |
| Straight Path Wealth Management | History | Added to | 69,605 | 3,231 | 0.87% | 0.85% | 48 | +281 | 0.41% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 62,591 | 2,906 | 0.17% | 0.17% | 49 | +8,398 | 15.5% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 61,116 | 2,837 | 0.1% | 0.1% | 50 | -753 | -1.22% | Q4 2025 | Jan 14, 2026 |
| COFG Advisors, LLC | History | New | 60,894 | 2,827 | 0.7% | — | 51 | +60,894 | New | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 59,907 | 2,781 | 0.04% | 0.03% | 52 | +8,425 | 16.36% | Q4 2025 | Feb 02, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 59,413 | 2,758 | 0.87% | 0.96% | 53 | +99 | 0.17% | Q4 2025 | Jan 08, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 56,109 | 2,605 | 1.7% | — | 54 | +56,109 | New | Q4 2025 | Apr 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 55,810 | 2,591 | 0.03% | 0.04% | 55 | +2,400 | 4.49% | Q4 2025 | Feb 10, 2026 |
| Weaver Capital Management LLC | History | Reduced | 55,339 | 2,569 | 0.54% | 0.8% | 56 | -26,130 | -32.07% | Q4 2025 | Jan 22, 2026 |
| Bellwether Advisors, LLC | History | Added to | 55,334 | 2,569 | 0.41% | 0.34% | 57 | +9,980 | 22.0% | Q4 2025 | Feb 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 54,195 | 2,516 | 0.37% | 0.4% | 58 | -3,280 | -5.71% | Q4 2025 | Feb 09, 2026 |
| WorthPointe, LLC | History | Reduced | 53,220 | 2,471 | 0.65% | 0.93% | 59 | -1,428 | -2.61% | Q4 2025 | Jan 26, 2026 |
| Rothschild Wealth LLC | History | New | 51,456 | 2,389 | 0.23% | — | 60 | +51,456 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 50,468 | 2,343 | 0.06% | 0.06% | 61 | -1,933 | -3.69% | Q4 2025 | Feb 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 49,935 | 2,318 | 0.31% | 0.53% | 62 | -29,974 | -37.51% | Q4 2025 | Jan 21, 2026 |
| Blue Water Asset Management | History | New | 48,510 | 2,252 | 0.81% | — | 63 | +48,510 | New | Q4 2025 | Feb 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 47,261 | 2,194 | 0.36% | — | 64 | +47,261 | New | Q4 2025 | Feb 18, 2026 |
| Encompass More Asset Management | History | Added to | 46,502 | 2,159 | 0.4% | 0.4% | 65 | +149 | 0.32% | Q4 2025 | Feb 03, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 46,138 | 2,142 | 1.01% | 1.01% | 66 | +545 | 1.2% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 45,579 | 2,116 | 0.1% | 0.1% | 67 | -633 | -1.37% | Q4 2025 | Feb 13, 2026 |
| Capital Square, LLC | History | Added to | 44,319 | 2,057 | 1.05% | 1.03% | 68 | +88 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | No change | 44,137 | 2,049 | 0.2% | 0.21% | 69 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,546 | 2,021 | 0.01% | 0.04% | 70 | -138,534 | -76.08% | Q4 2025 | Feb 18, 2026 |
| Fortune Financial Group, Inc. | History | New | 33,807 | 2,009 | 1.98% | — | 71 | +33,807 | New | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 42,487 | 1,973 | 0.06% | 0.06% | 72 | -22 | -0.05% | Q4 2025 | Feb 11, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 41,842 | 1,942 | 0.88% | 0.85% | 73 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 41,688 | 1,935 | 0.11% | 0.12% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 41,340 | 1,932 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFG Advisors | History | Added to | 41,169 | 1,911 | 0.09% | 0.06% | 76 | +7,957 | 23.96% | Q4 2025 | Jan 27, 2026 |
| WPWealth LLP | History | Reduced | 41,000 | 1,903 | 0.3% | 0.31% | 77 | -41 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 40,776 | 1,893 | 0.43% | 0.47% | 78 | -875 | -2.1% | Q4 2025 | Feb 11, 2026 |
| BFI Wealth Solutions, LLC | History | New | 40,471 | 1,879 | 1.79% | — | 79 | +40,471 | New | Q4 2025 | Feb 19, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 39,847 | 1,850 | 0.04% | 0.03% | 80 | +9,640 | 31.91% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 39,613 | 1,839 | 0.26% | 0.28% | 81 | +466 | 1.19% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | Added to | 38,799 | 1,801 | 0.1% | 0.1% | 82 | +551 | 1.44% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Added to | 38,788 | 1,800 | 0.02% | 0.02% | 83 | +2,592 | 7.16% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 38,551 | 1,789 | 0.01% | 0.01% | 85 | +936 | 2.49% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,541 | 1,789 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 38,348 | 1,780 | 0.02% | 0.02% | 86 | -987 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Cypress Wealth Services, LLC | History | No change | 38,167 | 1,772 | 0.25% | 0.28% | 87 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 37,539 | 1,742 | 0.16% | 0.17% | 88 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 36,896 | 1,713 | 0.42% | 0.43% | 89 | -400 | -1.07% | Q4 2025 | Jan 23, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 36,820 | 1,709 | 1.67% | 2.22% | 90 | -14,290 | -27.96% | Q4 2025 | Jan 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 36,572 | 1,698 | 0.2% | 0.22% | 91 | -1,907 | -4.96% | Q4 2025 | Jan 26, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 36,418 | 1,690 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,682 | 1,610 | 0.03% | 0.04% | 93 | -3,791 | -9.85% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | No change | 33,196 | 1,554 | 0.24% | 0.24% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 31,888 | 1,480 | 0.08% | 0.09% | 95 | -37 | -0.12% | Q4 2025 | Jan 26, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 30,421 | 1,412 | 0.43% | 0.43% | 96 | -534 | -1.73% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 30,427 | 1,412 | 0.02% | 0.02% | 97 | -226 | -0.74% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | No change | 30,025 | 1,394 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 28,662 | 1,330 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chris Bulman Inc | History | Reduced | 27,958 | 1,298 | 0.57% | 0.72% | 100 | -3,755 | -11.84% | Q4 2025 | Jan 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 27,641 | 1,283 | 0.14% | 0.16% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Added to | 26,848 | 1,246 | 0.45% | 0.4% | 102 | +4,124 | 18.15% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 26,135 | 1,213 | 0.06% | 0.06% | 103 | -3,059 | -10.48% | Q4 2025 | Jan 20, 2026 |
| Kearns & Associates LLC | History | No change | 25,755 | 1,195 | 0.62% | 0.62% | 104 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 25,646 | 1,190 | 0.0% | — | 105 | +25,646 | New | Q4 2025 | Feb 18, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 25,103 | 1,171 | 0.25% | 0.26% | 106 | -591 | -2.3% | Q4 2025 | Feb 05, 2026 |
| FSA Advisors, Inc. | History | Added to | 25,183 | 1,169 | 0.81% | 0.88% | 107 | +901 | 3.71% | Q4 2025 | Feb 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 24,523 | 1,138 | 0.12% | 0.16% | 108 | -7,436 | -23.27% | Q4 2025 | Jan 23, 2026 |
| ODonnell Financial Services, LLC | History | No change | 24,374 | 1,131 | 0.39% | 0.4% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 24,312 | 1,128 | 0.0% | 0.0% | 110 | -23,402 | -49.05% | Q4 2025 | Feb 11, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 23,829 | 1,106 | 0.32% | 0.32% | 111 | -69 | -0.29% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 23,706 | 1,100 | 0.02% | 0.02% | 112 | -758 | -3.1% | Q4 2025 | Feb 03, 2026 |
| AlphaStar Capital Management, LLC | History | New | 23,667 | 1,098 | 0.08% | — | 113 | +23,667 | New | Q4 2025 | Feb 02, 2026 |
| WealthPlan Investment Management, LLC | History | New | 23,581 | 1,094 | 0.07% | — | 114 | +23,581 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,042 | 1,069 | 0.01% | 0.0% | 115 | +15,781 | 217.34% | Q4 2025 | Jan 26, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 22,964 | 1,066 | 0.83% | — | 116 | +22,964 | New | Q4 2025 | Mar 16, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,520 | 1,045 | 0.04% | 0.02% | 117 | +12,886 | 133.76% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 22,461 | 1,042 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,360 | 1,038 | 0.01% | 0.02% | 119 | -760 | -3.29% | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Reduced | 21,639 | 1,004 | 0.1% | 0.1% | 120 | -4 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 21,347 | 991 | 0.06% | 0.08% | 121 | -6,243 | -22.63% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,094 | 979 | 0.0% | 0.0% | 122 | -4,545 | -17.73% | Q4 2025 | Jan 30, 2026 |
| Catalina Capital Group, LLC | History | No change | 20,991 | 974 | 0.59% | 0.58% | 123 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 19,478 | 904 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Reduced | 19,348 | 898 | 0.02% | 0.03% | 125 | -392 | -1.99% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 19,337 | 897 | 0.13% | 0.14% | 126 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 19,190 | 890 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Welch Financial Planning, LLC | History | New | 19,116 | 887 | 0.65% | — | 128 | +19,116 | New | Q4 2025 | Feb 02, 2026 |
| Orion Capital Management LLC | History | Reduced | 18,581 | 862 | 0.29% | 0.29% | 129 | -16 | -0.09% | Q4 2025 | Feb 03, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 17,290 | 802 | 0.19% | 0.21% | 130 | -1,085 | -5.9% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | New | 16,807 | 780 | 0.0% | — | 131 | +16,807 | New | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 16,698 | 775 | 0.22% | 0.25% | 132 | -2,162 | -11.46% | Q4 2025 | Feb 12, 2026 |
| City Center Advisors, LLC | History | Added to | 16,288 | 756 | 0.7% | 0.67% | 133 | +1,169 | 7.73% | Q4 2025 | Jan 05, 2026 |
| BIP Wealth, LLC | History | New | 16,142 | 749 | 0.03% | — | 134 | +16,142 | New | Q4 2025 | Jan 21, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 16,051 | 745 | 0.18% | 0.18% | 135 | -1,164 | -6.76% | Q4 2025 | Feb 13, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 15,585 | 723 | 0.24% | 0.28% | 136 | -887 | -5.38% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,496 | 719 | 0.0% | 0.0% | 137 | -440 | -2.76% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 15,068 | 699 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,011 | 696 | 0.02% | 0.02% | 139 | -11 | -0.07% | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Reduced | 14,914 | 692 | 0.0% | 0.01% | 140 | -37,440 | -71.51% | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Reduced | 14,639 | 679 | 0.06% | 0.06% | 141 | -1,753 | -10.69% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,519 | 674 | 0.02% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,511 | 673 | 0.02% | 0.02% | 143 | -65 | -0.45% | Q4 2025 | Jan 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 14,339 | 665 | 0.22% | 0.23% | 144 | -639 | -4.27% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,980 | 649 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,942 | 647 | 0.0% | — | 146 | +13,942 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 13,877 | 644 | 0.02% | 0.29% | 147 | -167,992 | -92.37% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 13,780 | 639 | 0.57% | 0.61% | 148 | -657 | -4.55% | Q4 2025 | Jan 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 12,897 | 598 | 0.03% | 0.04% | 149 | +216 | 1.7% | Q4 2025 | Feb 04, 2026 |
| ALTFEST L J & CO INC | History | No change | 12,758 | 592 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,677 | 588 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 12,501 | 580 | 0.37% | 0.38% | 152 | -44 | -0.35% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,210 | 566 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 12,013 | 557 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 11,940 | 554 | 0.28% | 0.28% | 155 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | No change | 11,668 | 541 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,527 | 535 | 0.0% | — | 157 | +11,527 | New | Q4 2025 | Feb 17, 2026 |
| Delta Investment Management, LLC | History | Reduced | 11,501 | 533 | 0.09% | 0.14% | 158 | -6,087 | -34.61% | Q4 2025 | Jan 30, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 11,341 | 526 | 0.26% | 0.28% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | No change | 11,243 | 522 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 11,200 | 520 | 0.23% | 0.23% | 161 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 10,793 | 502 | 0.14% | 0.16% | 162 | -955 | -8.13% | Q4 2025 | Jan 14, 2026 |
| Sovran Advisors, LLC | History | No change | 10,597 | 495 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WealthPLAN Partners, LLC | History | New | 10,450 | 485 | 0.07% | — | 164 | +10,450 | New | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,345 | 480 | 0.02% | 0.01% | 165 | +5,344 | 106.86% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,312 | 478 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GenTrust, LLC | History | New | 10,157 | 471 | 0.02% | — | 168 | +10,157 | New | Q4 2025 | Feb 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,158 | 471 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 9,889 | 459 | 0.25% | 0.25% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caprock Group, LLC | History | Reduced | 9,763 | 453 | 0.01% | 0.01% | 170 | -1,971 | -16.8% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | New | 9,271 | 430 | 0.0% | — | 171 | +9,271 | New | Q4 2025 | Mar 09, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 9,200 | 427 | 0.18% | 0.2% | 172 | -250 | -2.65% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 9,180 | 426 | 0.0% | — | 173 | +9,180 | New | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 9,133 | 424 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 9,125 | 423 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,093 | 422 | 0.01% | 0.02% | 176 | -15,040 | -62.32% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 8,902 | 413 | 0.01% | 0.01% | 177 | -77 | -0.86% | Q4 2025 | Feb 19, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 8,869 | 411 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Three Seasons Wealth, LLC | History | No change | 8,740 | 405 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 8,714 | 404 | 0.03% | — | 180 | +8,714 | New | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 8,322 | 387 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,071 | 374 | 0.05% | — | 182 | +8,071 | New | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 8,026 | 373 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 8,055 | 372 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 7,922 | 370 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 7,651 | 355 | 0.02% | 0.04% | 186 | -5,977 | -43.86% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,616 | 353 | 0.0% | — | 187 | +7,616 | New | Q4 2025 | Jan 29, 2026 |
| Michels Family Financial, LLC | History | No change | 7,600 | 352 | 0.26% | 0.27% | 188 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,490 | 347 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 7,304 | 339 | 0.06% | 0.07% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 7,266 | 337 | 0.26% | 0.29% | 191 | -1,000 | -12.1% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 7,163 | 332 | 0.15% | 0.11% | 192 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 6,992 | 324 | 0.01% | — | 193 | +6,992 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 6,934 | 321 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HFG Wealth Management, LLC | History | No change | 6,785 | 315 | 0.17% | 0.17% | 195 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,533 | 303 | 0.01% | 0.01% | 196 | -691 | -9.57% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,513 | 302 | 0.0% | 0.0% | 197 | +5,711 | 712.09% | Q4 2025 | Feb 13, 2026 |
| ATX Financial Planning, LLC | History | New | 6,480 | 300 | 0.23% | — | 198 | +6,480 | New | Q4 2025 | Feb 19, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 6,378 | 296 | 0.08% | 0.08% | 199 | +3 | 0.05% | Q4 2025 | Feb 06, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 6,256 | 290 | 0.11% | 0.09% | 200 | -616 | -8.96% | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 6,185 | 287 | 0.3% | 0.3% | 201 | +255 | 4.3% | Q4 2025 | Feb 13, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 6,153 | 285 | 0.18% | — | 202 | +6,153 | New | Q4 2025 | Feb 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,941 | 275 | 0.0% | 0.0% | 203 | -1,140 | -16.1% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,902 | 274 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 5,901 | 273 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 5,809 | 269 | 0.17% | — | 206 | +5,809 | New | Q4 2025 | Feb 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,748 | 266 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Pacific Park Financial, Inc. | History | New | 5,692 | 264 | 0.16% | — | 209 | +5,692 | New | Q4 2025 | Jan 30, 2026 |
| Sequent Planning LLC | History | Reduced | 5,700 | 264 | 0.07% | 0.09% | 208 | -1,112 | -16.32% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,638 | 261 | 0.01% | 0.01% | 210 | +306 | 5.74% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,598 | 259 | 0.01% | 0.01% | 211 | -236 | -4.05% | Q4 2025 | Feb 06, 2026 |
| CITY HOLDING CO | History | Reduced | 5,575 | 258 | 0.03% | 0.03% | 212 | -20 | -0.36% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,479 | 254 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,428 | 252 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 5,400 | 250 | 0.08% | — | 216 | +5,400 | New | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 5,388 | 250 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Goldstein Advisors, LLC | History | New | 5,357 | 248 | 0.03% | — | 217 | +5,357 | New | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,317 | 246 | 0.01% | 0.01% | 218 | -1,449 | -21.42% | Q4 2025 | Feb 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,310 | 246 | 0.14% | 0.14% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,245 | 243 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Frisch Financial Group, Inc. | History | No change | 5,213 | 242 | 0.05% | 0.06% | 221 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 5,224 | 242 | 0.11% | 0.1% | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,158 | 239 | 0.03% | 0.04% | 223 | +211 | 4.27% | Q4 2025 | Feb 13, 2026 |
| Advance Capital Management, Inc. | History | No change | 5,105 | 237 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 5,085 | 236 | 0.06% | 0.06% | 225 | -175 | -3.33% | Q4 2025 | Feb 06, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,874 | 226 | 0.2% | — | 226 | +4,874 | New | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,871 | 226 | 0.0% | 0.0% | 227 | -7 | -0.14% | Q4 2025 | Jan 07, 2026 |
| Opus Financial Solutions LLC | History | New | 4,530 | 210 | 0.2% | — | 229 | +4,530 | New | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,541 | 210 | 0.02% | 0.02% | 228 | -216 | -4.54% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | No change | 4,504 | 209 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 4,491 | 208 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| William Mack & Associates, Inc. | History | No change | 4,500 | 208 | 0.1% | 0.11% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,460 | 207 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,452 | 206 | 0.01% | 0.02% | 234 | -10,199 | -69.61% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,429 | 205 | 0.01% | 0.01% | 235 | -526 | -10.62% | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | No change | 3,988 | 185 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,243 | 150 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,139 | 145 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,636 | 122 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,422 | 112 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,296 | 106 | 0.0% | 0.0% | 241 | +1,862 | 429.03% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | No change | 2,157 | 100 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 92 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | No change | 1,900 | 88 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,784 | 82 | 0.04% | — | 245 | +1,784 | New | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 1,701 | 78 | 0.05% | 0.08% | 246 | -888 | -34.3% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | New | 1,385 | 64 | 0.0% | — | 247 | +1,385 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,179 | 54 | 0.0% | 0.0% | 248 | -1,807 | -60.52% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 1,117 | 51 | 0.0% | 0.0% | 249 | +1,004 | 888.5% | Q4 2025 | Feb 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,082 | 50 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 893 | 41 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | No change | 841 | 39 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 615 | 28 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | No change | 583 | 27 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 543 | 25 | 0.0% | 0.0% | 255 | +198 | 57.39% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 551 | 25 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Archer Investment Corp | History | No change | 495 | 22 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 319 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JDM Financial Group LLC | History | No change | 248 | 11 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 228 | 10 | 0.0% | 0.0% | 260 | -126 | -35.59% | Q4 2025 | Jan 02, 2026 |
| Larson Financial Group LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27 | 1 | 0.0% | 0.0% | 264 | +1 | 3.85% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 35 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -329,274 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -63,498 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -39,147 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -32,362 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -21,876 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,370 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,355 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,155 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,528 | -100.0% | Q3 2025 | Feb 18, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,800 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,361 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -4,600 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,529 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,500 | -100.0% | Q3 2025 | Jan 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 07, 2025 |