Innovator ETFs Trust - PJUL
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 | Reduced | 3,159,664 | 146,703 | 0.05% | 0.05% | 1 | -107,945 | -3.3% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,419,362 | 65,244 | 0.77% | 0.74% | 2 | +80,334 | 6.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 699,927 | 32,173 | 0.04% | 0.04% | 3 | -20,245 | -2.81% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 610,627 | 28,068 | 0.08% | 0.08% | 4 | -23,579 | -3.72% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 456,099 | 20,965 | 0.01% | 0.01% | 5 | +45,477 | 11.08% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 404,478 | 18,592 | 0.01% | 0.01% | 6 | -27,533 | -6.37% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 340,997 | 15,674 | 0.02% | 0.02% | 7 | -5,704 | -1.65% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 322,128 | 14,807 | 0.02% | 0.03% | 8 | -127,138 | -28.3% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 320,826 | 14,747 | 0.02% | 0.02% | 9 | -45,620 | -12.45% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 287,524 | 13,217 | 0.03% | 0.03% | 10 | +8,474 | 3.04% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 272,674 | 12,534 | 0.01% | 0.02% | 11 | -44,586 | -14.05% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 269,841 | 12,403 | 0.0% | 0.0% | 12 | -41,449 | -13.32% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 249,503 | 11,469 | 0.03% | 0.03% | 13 | -27,719 | -10.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 219,629 | 10,095 | 0.16% | 0.15% | 14 | +14,585 | 7.11% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 212,630 | 9,774 | 0.04% | 0.04% | 15 | +6,283 | 3.04% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 190,101 | 8,738 | 0.3% | 0.31% | 16 | -2,412 | -1.25% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 186,889 | 8,590 | 0.07% | 0.07% | 17 | -31,934 | -14.59% | Q1 2026 | May 13, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 177,069 | 8,139 | 1.15% | 1.55% | 18 | -3,878 | -2.14% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 173,468 | 7,974 | 0.02% | 0.02% | 19 | -16,681 | -8.77% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 167,700 | 7,708 | 0.04% | 0.03% | 20 | +80,927 | 93.26% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 149,468 | 6,870 | 1.34% | 1.37% | 21 | -43 | -0.03% | Q1 2026 | Apr 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 148,446 | 6,823 | 0.52% | 0.56% | 22 | -3,060 | -2.02% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 147,229 | 6,767 | 0.02% | 0.02% | 23 | -46,300 | -23.92% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 146,533 | 6,735 | 0.01% | 0.01% | 24 | -4,281 | -2.84% | Q1 2026 | Apr 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 142,284 | 6,540 | 0.52% | 0.5% | 25 | +28,300 | 24.83% | Q1 2026 | Apr 16, 2026 |
| Horizon Investments, LLC | History | Added to | 140,610 | 6,463 | 0.07% | 0.04% | 26 | +80,703 | 134.71% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 138,167 | 6,351 | 0.17% | 0.18% | 27 | -742 | -0.53% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 131,169 | 6,029 | 0.11% | 0.14% | 28 | -28,030 | -17.61% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Reduced | 129,147 | 5,936 | 0.07% | 0.08% | 29 | -18,490 | -12.52% | Q1 2026 | Apr 16, 2026 |
| Motiv8 Investments LLC | History | No change | 124,582 | 5,784 | 3.15% | 3.15% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 125,786 | 5,782 | 0.03% | 0.02% | 31 | +14,356 | 12.88% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 125,073 | 5,749 | 0.08% | 0.09% | 32 | -314 | -0.25% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | Added to | 115,809 | 5,323 | 1.27% | 1.29% | 33 | +2,203 | 1.94% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 112,218 | 5,158 | 0.35% | 0.33% | 34 | +23,728 | 26.81% | Q1 2026 | Apr 17, 2026 |
| Talon Private Wealth, LLC | History | New | 110,664 | 5,086 | 0.68% | — | 35 | +110,664 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 92,709 | 4,261 | 0.06% | 0.07% | 36 | -16,153 | -14.84% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 89,937 | 4,134 | 0.05% | 0.05% | 37 | +14,544 | 19.29% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 82,703 | 3,801 | 0.49% | 0.52% | 38 | -2,550 | -2.99% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 80,148 | 3,684 | 0.04% | 0.04% | 39 | -1,869 | -2.28% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 77,981 | 3,584 | 0.58% | 0.57% | 40 | -12,156 | -13.49% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 73,837 | 3,475 | 0.2% | 0.17% | 41 | +11,246 | 17.97% | Q1 2026 | Apr 17, 2026 |
| McAdam, LLC | History | Reduced | 74,354 | 3,417 | 0.15% | 0.16% | 42 | -32 | -0.04% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 79,167 | 3,387 | 0.01% | 0.03% | 43 | -459,668 | -85.31% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 72,296 | 3,323 | 0.01% | 0.02% | 44 | -26,405 | -26.75% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 72,044 | 3,311 | 0.19% | 0.2% | 45 | +35,472 | 96.99% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 70,347 | 3,246 | 0.03% | 0.04% | 46 | -4,926 | -6.54% | Q1 2026 | Apr 07, 2026 |
| Certified Advisory Corp | History | Reduced | 70,116 | 3,223 | 0.29% | 0.31% | 47 | -3,938 | -5.32% | Q1 2026 | Apr 17, 2026 |
| Straight Path Wealth Management | History | Added to | 70,045 | 3,219 | 0.86% | 0.87% | 48 | +440 | 0.63% | Q1 2026 | Apr 22, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 64,351 | 2,958 | 0.82% | 0.87% | 49 | +4,938 | 8.31% | Q1 2026 | Apr 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 62,903 | 2,891 | 0.28% | 0.54% | 50 | -56,865 | -47.48% | Q1 2026 | Apr 29, 2026 |
| COFG Advisors, LLC | History | Added to | 61,166 | 2,811 | 0.7% | 0.7% | 51 | +272 | 0.45% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 61,113 | 2,809 | 0.1% | 0.1% | 52 | -3 | -0.0% | Q1 2026 | Apr 22, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 55,929 | 2,682 | 1.39% | 1.7% | 53 | -180 | -0.32% | Q1 2026 | May 18, 2026 |
| Weaver Capital Management LLC | History | Reduced | 54,819 | 2,519 | 0.55% | 0.54% | 54 | -520 | -0.94% | Q1 2026 | Apr 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 53,916 | 2,478 | 0.36% | 0.37% | 55 | -279 | -0.51% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 51,981 | 2,389 | 0.03% | 0.03% | 56 | -3,829 | -6.86% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 50,308 | 2,312 | 0.21% | 0.23% | 57 | -1,148 | -2.23% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 48,979 | 2,251 | 0.05% | 0.06% | 58 | -1,489 | -2.95% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 47,146 | 2,167 | 0.34% | 0.36% | 59 | -115 | -0.24% | Q1 2026 | May 14, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 46,323 | 2,129 | 0.36% | 0.41% | 60 | -9,011 | -16.28% | Q1 2026 | May 12, 2026 |
| BCS Wealth Management | History | Reduced | 46,208 | 2,124 | 0.43% | 0.45% | 61 | -49,302 | -51.62% | Q1 2026 | Apr 17, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 44,756 | 2,071 | 1.99% | 1.79% | 62 | +4,285 | 10.59% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 44,981 | 2,068 | 0.1% | 0.1% | 63 | -598 | -1.31% | Q1 2026 | May 18, 2026 |
| WorthPointe, LLC | History | Reduced | 44,801 | 2,059 | 0.56% | 0.65% | 64 | -8,419 | -15.82% | Q1 2026 | May 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 44,781 | 2,058 | 0.27% | 0.31% | 65 | -5,154 | -10.32% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,770 | 2,057 | 0.0% | 0.0% | 66 | +33,243 | 288.39% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | No change | 44,137 | 2,028 | 0.21% | 0.2% | 67 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 44,057 | 2,025 | 0.94% | 1.01% | 68 | -2,081 | -4.51% | Q1 2026 | Apr 21, 2026 |
| Capital Square, LLC | History | Reduced | 41,302 | 1,974 | 0.91% | 1.05% | 69 | -3,017 | -6.81% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 41,990 | 1,930 | 0.05% | 0.06% | 70 | -497 | -1.17% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 41,688 | 1,916 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 41,392 | 1,902 | 0.82% | 0.88% | 72 | -450 | -1.08% | Q1 2026 | Apr 08, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 40,776 | 1,874 | 0.45% | 0.43% | 73 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 39,843 | 1,831 | 0.02% | 0.02% | 74 | +1,055 | 2.72% | Q1 2026 | May 05, 2026 |
| Fortune Financial Advisors, LLC | History | New | 39,807 | 1,829 | 0.93% | — | 75 | +39,807 | New | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,606 | 1,820 | 0.03% | 0.01% | 76 | +30,513 | 335.57% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 39,559 | 1,818 | 0.04% | 0.08% | 77 | -36,114 | -47.72% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 37,564 | 1,793 | 0.04% | 0.05% | 78 | -3,776 | -9.13% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 38,244 | 1,757 | 0.09% | 0.1% | 79 | -555 | -1.43% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 38,167 | 1,754 | 0.25% | 0.25% | 80 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 37,406 | 1,719 | 0.02% | 0.02% | 81 | -942 | -2.46% | Q1 2026 | May 12, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 36,820 | 1,692 | 1.66% | 1.67% | 82 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 36,654 | 1,684 | 0.0% | 0.0% | 83 | -1,887 | -4.9% | Q1 2026 | May 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 36,391 | 1,672 | 0.41% | 0.42% | 84 | -505 | -1.37% | Q1 2026 | Apr 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 35,038 | 1,610 | 0.14% | 0.16% | 85 | -2,501 | -6.66% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 33,196 | 1,594 | 0.21% | 0.24% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 34,241 | 1,573 | 0.01% | 0.01% | 87 | -4,310 | -11.18% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 33,953 | 1,560 | 0.55% | 0.45% | 88 | +7,105 | 26.46% | Q1 2026 | May 01, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 33,811 | 1,554 | 1.4% | 1.98% | 89 | +4 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Compass Advisory Group LLC | History | Reduced | 32,232 | 1,481 | 0.4% | 6.45% | 90 | -481,950 | -93.73% | Q1 2026 | Apr 21, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 32,204 | 1,480 | 0.2% | 0.26% | 91 | -7,409 | -18.7% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | New | 32,160 | 1,478 | 0.32% | — | 92 | +32,160 | New | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 31,810 | 1,462 | 0.08% | 0.08% | 93 | -78 | -0.24% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 30,105 | 1,383 | 0.02% | 0.02% | 94 | -322 | -1.06% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 30,053 | 1,381 | 0.4% | 0.43% | 95 | -368 | -1.21% | Q1 2026 | Apr 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 29,072 | 1,336 | 0.16% | 0.19% | 96 | -7,346 | -20.17% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 28,980 | 1,332 | 0.02% | 0.02% | 97 | -1,045 | -3.48% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 28,762 | 1,322 | 0.63% | — | 98 | +28,762 | New | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 28,294 | 1,300 | 0.07% | 0.07% | 99 | +4,713 | 19.99% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 27,094 | 1,245 | 0.03% | 0.03% | 100 | -7,588 | -21.88% | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 26,791 | 1,231 | 0.14% | 0.14% | 101 | -850 | -3.08% | Q1 2026 | May 04, 2026 |
| Kearns & Associates LLC | History | No change | 25,755 | 1,183 | 0.64% | 0.62% | 102 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,549 | 1,174 | 0.01% | 0.01% | 103 | +2,507 | 10.88% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 25,439 | 1,169 | 0.07% | 0.06% | 104 | -696 | -2.66% | Q1 2026 | Apr 28, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 25,103 | 1,159 | 0.25% | 0.25% | 105 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chris Bulman Inc | History | Reduced | 25,051 | 1,151 | 0.5% | 0.57% | 106 | -2,907 | -10.4% | Q1 2026 | Apr 13, 2026 |
| FSA Advisors, Inc. | History | Reduced | 24,957 | 1,147 | 0.76% | 0.81% | 107 | -226 | -0.9% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 24,656 | 1,133 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ODonnell Financial Services, LLC | History | No change | 24,374 | 1,120 | 0.39% | 0.39% | 109 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 23,639 | 1,086 | 0.0% | 0.0% | 110 | -673 | -2.77% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 23,554 | 1,082 | 0.31% | 0.32% | 111 | -275 | -1.15% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 22,248 | 1,063 | 0.6% | — | 112 | +22,248 | New | Q1 2026 | May 19, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 22,964 | 1,055 | 0.79% | 0.83% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 22,868 | 1,051 | 0.02% | 0.02% | 114 | -838 | -3.53% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 22,461 | 1,032 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 22,240 | 1,022 | 0.1% | 0.13% | 116 | -6,422 | -22.41% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 21,530 | 997 | 0.06% | 0.06% | 117 | +183 | 0.86% | Q1 2026 | Apr 07, 2026 |
| Prossimo Advisors, LLC | History | New | 21,554 | 990 | 6.02% | — | 118 | +21,554 | New | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 21,290 | 978 | 0.01% | 0.01% | 119 | -1,070 | -4.79% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | No change | 21,094 | 969 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 20,352 | 935 | 0.09% | 0.1% | 121 | -1,287 | -5.95% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 19,757 | 908 | 0.31% | 0.29% | 122 | +1,176 | 6.33% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,725 | 906 | 0.03% | 0.02% | 123 | +4,714 | 31.4% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 19,337 | 888 | 0.12% | 0.13% | 124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Reduced | 19,144 | 879 | 0.02% | 0.02% | 125 | -204 | -1.05% | Q1 2026 | May 04, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 18,408 | 846 | 0.05% | 0.06% | 126 | -1,070 | -5.49% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | New | 18,325 | 842 | 0.0% | — | 127 | +18,325 | New | Q1 2026 | May 12, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 18,222 | 837 | 0.6% | 0.65% | 128 | -894 | -4.68% | Q1 2026 | Apr 21, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 17,240 | 792 | 0.2% | 0.19% | 129 | -50 | -0.29% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 17,190 | 790 | 0.21% | 0.22% | 130 | -2,000 | -10.42% | Q1 2026 | Apr 28, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 16,892 | 776 | 0.46% | 0.59% | 131 | -4,099 | -19.53% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | No change | 16,807 | 772 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | Reduced | 16,792 | 771 | 0.13% | 0.4% | 134 | -29,710 | -63.89% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,793 | 771 | 0.0% | 0.0% | 133 | -8,853 | -34.52% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Added to | 16,502 | 758 | 0.7% | 0.7% | 135 | +214 | 1.31% | Q1 2026 | Apr 07, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 16,508 | 758 | 0.21% | 0.22% | 136 | -190 | -1.14% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 16,017 | 736 | 0.03% | 0.03% | 137 | -125 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,446 | 710 | 0.0% | 0.0% | 138 | -50 | -0.32% | Q1 2026 | May 08, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 15,339 | 705 | 0.16% | 0.18% | 139 | -712 | -4.44% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,038 | 691 | 0.0% | 0.0% | 140 | +1,096 | 7.86% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 14,854 | 682 | 0.08% | 0.08% | 141 | -214 | -1.42% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14,339 | 659 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,877 | 644 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 13,914 | 639 | 0.0% | 0.0% | 144 | -1,000 | -6.71% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 13,821 | 635 | 0.23% | 0.24% | 145 | -1,764 | -11.32% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 13,640 | 626 | 0.04% | 0.04% | 146 | -340 | -2.43% | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 13,485 | 619 | 0.54% | 0.57% | 147 | -295 | -2.14% | Q1 2026 | May 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 12,897 | 592 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALTFEST L J & CO INC | History | No change | 12,758 | 586 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,677 | 582 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Schulz Wealth, LTD. | History | No change | 12,501 | 580 | 0.37% | 0.37% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 12,558 | 577 | 0.02% | 0.02% | 152 | -1,953 | -13.46% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,210 | 561 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Reduced | 12,174 | 559 | 0.05% | 0.06% | 154 | -2,465 | -16.84% | Q1 2026 | Apr 16, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 12,024 | 552 | 0.11% | 0.07% | 155 | +1,574 | 15.06% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 12,013 | 552 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | Added to | 11,950 | 549 | 0.01% | 0.01% | 157 | +2,187 | 22.4% | Q1 2026 | May 11, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 11,341 | 521 | 0.27% | 0.26% | 158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | No change | 11,243 | 516 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 11,200 | 514 | 0.23% | 0.23% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 11,080 | 509 | 0.25% | 0.28% | 161 | -860 | -7.2% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | No change | 10,597 | 508 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,345 | 475 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,158 | 466 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | No change | 10,157 | 466 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | New | 9,979 | 458 | 0.01% | — | 166 | +9,979 | New | Q1 2026 | May 18, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,848 | 452 | 0.06% | 0.07% | 167 | +979 | 11.04% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 9,674 | 444 | 0.02% | 0.09% | 168 | -31,495 | -76.5% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | No change | 9,271 | 426 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 9,174 | 421 | 0.0% | 0.0% | 170 | -6 | -0.07% | Q1 2026 | May 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 8,821 | 405 | 0.16% | 0.18% | 171 | -379 | -4.12% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | New | 8,809 | 404 | 0.01% | — | 172 | +8,809 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | New | 8,721 | 400 | 0.0% | — | 173 | +8,721 | New | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,659 | 398 | 0.01% | 0.01% | 174 | -466 | -5.11% | Q1 2026 | Apr 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,556 | 393 | 0.03% | 0.03% | 175 | -577 | -6.32% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,090 | 386 | 0.01% | — | 176 | +8,090 | New | Q1 2026 | May 01, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 8,370 | 384 | 0.15% | 0.04% | 177 | -370 | -4.23% | Q1 2026 | May 05, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 8,258 | 379 | 0.2% | 0.25% | 178 | -1,631 | -16.49% | Q1 2026 | Apr 20, 2026 |
| Phoenix Financial Ltd. | History | No change | 8,055 | 369 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | New | 8,026 | 368 | 0.03% | — | 180 | +8,026 | New | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 7,634 | 350 | 0.0% | — | 181 | +7,634 | New | Q1 2026 | May 14, 2026 |
| Michels Family Financial, LLC | History | No change | 7,600 | 349 | 0.25% | 0.26% | 182 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,507 | 345 | 0.0% | 0.0% | 183 | -109 | -1.43% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,490 | 344 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 7,304 | 335 | 0.05% | 0.06% | 185 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,209 | 331 | 0.0% | — | 186 | +7,209 | New | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 7,163 | 329 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 7,142 | 328 | 0.29% | 0.26% | 188 | -20,286 | -73.96% | Q1 2026 | May 15, 2026 |
| Blue Water Asset Management | History | Reduced | 7,120 | 327 | 0.11% | 0.81% | 189 | -41,390 | -85.32% | Q1 2026 | May 05, 2026 |
| LeClair Wealth Partners LLC | History | New | 7,120 | 327 | 0.11% | — | 190 | +7,120 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | No change | 6,992 | 321 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 6,934 | 318 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | New | 6,671 | 306 | 0.02% | — | 193 | +6,671 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,537 | 300 | 0.0% | 0.0% | 194 | +24 | 0.37% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,528 | 300 | 0.01% | 0.01% | 195 | -5 | -0.08% | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 6,378 | 293 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Triton Financial Group Inc | History | New | 6,342 | 292 | 0.51% | — | 197 | +6,342 | New | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,347 | 291 | 0.02% | 0.03% | 198 | -2,367 | -27.16% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 5,951 | 283 | 0.02% | 0.02% | 199 | -1,700 | -22.22% | Q1 2026 | Apr 22, 2026 |
| Delta Investment Management, LLC | History | Reduced | 6,146 | 282 | 0.05% | 0.09% | 201 | -5,355 | -46.56% | Q1 2026 | May 12, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 6,153 | 282 | 0.18% | 0.18% | 200 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 5,993 | 275 | 0.28% | 0.3% | 202 | -192 | -3.1% | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 5,925 | 272 | 0.21% | 0.23% | 203 | -555 | -8.56% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 5,857 | 269 | 0.0% | 0.04% | 204 | -33,990 | -85.3% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,837 | 269 | 0.01% | 0.01% | 206 | -2,485 | -29.86% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,856 | 269 | 0.0% | 0.0% | 205 | -85 | -1.43% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,831 | 268 | 0.01% | 0.01% | 207 | +193 | 3.42% | Q1 2026 | May 12, 2026 |
| Commerce Advisors, LLC | History | New | 5,825 | 267 | 0.22% | — | 209 | +5,825 | New | Q1 2026 | May 12, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 5,820 | 267 | 0.15% | 0.17% | 208 | -965 | -14.22% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,757 | 264 | 0.01% | 0.01% | 211 | -4,555 | -44.17% | Q1 2026 | May 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,748 | 264 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 5,674 | 260 | 0.14% | 0.17% | 213 | -135 | -2.32% | Q1 2026 | Apr 16, 2026 |
| Sequent Planning LLC | History | Reduced | 5,675 | 260 | 0.06% | 0.07% | 212 | -25 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 5,573 | 256 | 0.1% | 0.11% | 215 | -683 | -10.92% | Q1 2026 | Apr 13, 2026 |
| CITY HOLDING CO | History | Added to | 5,590 | 256 | 0.03% | 0.03% | 214 | +15 | 0.27% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,508 | 253 | 0.01% | 0.01% | 216 | -90 | -1.61% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,479 | 251 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 5,454 | 250 | 0.07% | 0.14% | 218 | -5,339 | -49.47% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,428 | 249 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,400 | 248 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 5,388 | 247 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Goldstein Advisors, LLC | History | No change | 5,357 | 246 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | No change | 5,317 | 244 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,310 | 244 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advance Capital Management, Inc. | History | No change | 5,105 | 234 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,085 | 233 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 5,020 | 230 | 0.04% | 0.04% | 227 | -225 | -4.29% | Q1 2026 | May 04, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 4,965 | 228 | 0.06% | — | 228 | +4,965 | New | Q1 2026 | Apr 16, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 4,863 | 223 | 0.11% | 0.11% | 230 | -361 | -6.91% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,860 | 223 | 0.0% | 0.0% | 229 | -11 | -0.23% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,830 | 222 | 0.0% | — | 231 | +4,830 | New | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 4,818 | 221 | 0.02% | 0.03% | 232 | -340 | -6.59% | Q1 2026 | May 12, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 4,751 | 218 | 0.14% | 0.16% | 233 | -941 | -16.53% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | No change | 4,504 | 207 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| William Mack & Associates, Inc. | History | No change | 4,500 | 206 | 0.12% | 0.1% | 235 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,460 | 205 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,429 | 203 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | No change | 3,988 | 183 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,957 | 181 | 0.11% | — | 239 | +3,957 | New | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,243 | 149 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,636 | 121 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,517 | 115 | 0.12% | 0.12% | 242 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,422 | 111 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PFS Partners, LLC | History | Reduced | 2,142 | 98 | 0.04% | 0.05% | 244 | -15 | -0.7% | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,123 | 96 | 0.0% | 0.0% | 245 | -173 | -7.53% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 91 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | No change | 1,900 | 87 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 1,659 | 76 | 0.05% | 0.05% | 248 | -42 | -2.47% | Q1 2026 | Apr 07, 2026 |
| PlanVest Financial, Inc | History | New | 1,506 | 69 | 0.05% | — | 249 | +1,506 | New | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,454 | 66 | 0.03% | 0.07% | 250 | -1,685 | -53.68% | Q1 2026 | May 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 1,200 | 55 | 0.04% | 0.14% | 251 | -3,291 | -73.28% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 939 | 43 | 0.0% | 0.01% | 253 | -4,963 | -84.09% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,084 | 43 | 0.0% | 0.01% | 252 | -462 | -1.06% | Q1 2026 | May 15, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 903 | 41 | 0.02% | 0.02% | 255 | -179 | -16.54% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 893 | 41 | 0.02% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 615 | 28 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 600 | 27 | 0.0% | 0.0% | 257 | -517 | -46.28% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 583 | 26 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 551 | 25 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 543 | 24 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 495 | 22 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Anfield Capital Management, LLC | History | No change | 319 | 14 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 299 | 13 | 0.0% | — | 263 | +299 | New | Q1 2026 | May 07, 2026 |
| JDM Financial Group LLC | History | No change | 248 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Global Wealth Strategies & Associates | History | No change | 228 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Larson Financial Group LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | New | 74 | 3 | 0.0% | — | 268 | +74 | New | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | No change | 35 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | Closed out | 0 | 0 | — | 0.3% | — | -41,000 | -100.0% | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -24,523 | -100.0% | Q1 2026 | May 04, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -23,667 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,520 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,519 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,668 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,902 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,071 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,026 | -100.0% | Q1 2026 | May 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,922 | -100.0% | Q1 2026 | May 01, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -7,266 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.05% | — | -5,901 | -100.0% | Q1 2026 | May 11, 2026 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,213 | -100.0% | Q1 2026 | May 05, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -4,874 | -100.0% | Q1 2026 | May 04, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,541 | -100.0% | Q1 2026 | May 12, 2026 |
| Opus Financial Solutions LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,530 | -100.0% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,452 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,784 | -100.0% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,385 | -100.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,179 | -100.0% | Q1 2026 | May 05, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -841 | -100.0% | Q1 2026 | May 01, 2026 |