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 | Added to | 3,373,890 | 155,089 | 0.05% | 0.05% | 1 | +214,226 | 6.78% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,492,928 | 72,869 | 0.56% | 0.77% | 2 | +73,566 | 5.18% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 637,862 | 31,134 | 0.04% | 0.04% | 3 | -62,065 | -8.87% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 533,957 | 26,062 | 0.07% | 0.08% | 4 | -76,670 | -12.56% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 472,891 | 23,081 | 0.01% | 0.01% | 5 | +16,792 | 3.68% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | Added to | 440,919 | 21,521 | 0.02% | 0.02% | 6 | +120,093 | 37.43% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 396,834 | 19,369 | 0.02% | 0.02% | 7 | +74,706 | 23.19% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 386,409 | 18,860 | 0.01% | 0.01% | 8 | -18,069 | -4.47% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 354,696 | 17,312 | 0.0% | 0.0% | 9 | +84,855 | 31.45% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 347,450 | 16,959 | 0.02% | 0.02% | 10 | +6,453 | 1.89% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 337,377 | 16,467 | 0.05% | 0.04% | 11 | +124,747 | 58.67% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 291,765 | 14,241 | 0.03% | 0.03% | 12 | +4,241 | 1.48% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 291,005 | 14,203 | 0.01% | 0.01% | 13 | +18,331 | 6.72% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 249,503 | 11,469 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 214,176 | 10,022 | 0.17% | 0.16% | 15 | -5,453 | -2.48% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 199,717 | 9,748 | 0.02% | 0.02% | 16 | +26,249 | 15.13% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 197,873 | 9,658 | 0.28% | 0.3% | 17 | +7,772 | 4.09% | Q2 2026 | Jul 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 197,777 | 9,653 | 0.07% | 0.07% | 18 | +10,888 | 5.83% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 185,241 | 9,041 | 0.04% | 0.04% | 19 | +17,541 | 10.46% | Q2 2026 | Aug 18, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 174,581 | 8,571 | 4.33% | 0.6% | 20 | +152,333 | 684.7% | Q2 2026 | Jul 29, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 171,208 | 8,356 | 1.0% | 1.15% | 21 | -5,861 | -3.31% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 170,949 | 8,344 | 0.02% | 0.02% | 22 | +23,720 | 16.11% | Q2 2026 | Aug 07, 2026 |
| Bellwether Advisors, LLC | History | Added to | 163,173 | 7,964 | 1.18% | 0.36% | 23 | +116,850 | 252.25% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 149,663 | 7,378 | 0.43% | 0.52% | 24 | +7,379 | 5.19% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Reduced | 147,610 | 7,204 | 1.26% | 1.34% | 25 | -1,858 | -1.24% | Q2 2026 | Jul 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 147,224 | 7,186 | 0.01% | 0.01% | 26 | +691 | 0.47% | Q2 2026 | Jul 28, 2026 |
| MBL Wealth, LLC | History | Reduced | 141,059 | 6,885 | 0.47% | 0.52% | 27 | -7,387 | -4.98% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 135,415 | 6,609 | 0.08% | 0.08% | 28 | +10,342 | 8.27% | Q2 2026 | Aug 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 124,593 | 6,081 | 0.1% | 0.11% | 29 | -6,576 | -5.01% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 132,344 | 5,907 | 0.01% | 0.01% | 30 | +53,177 | 67.17% | Q2 2026 | Jul 15, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 117,104 | 5,715 | 2.45% | 2.56% | 31 | -1,375 | -1.16% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Reduced | 116,873 | 5,704 | 0.06% | 0.07% | 32 | -12,274 | -9.5% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 113,802 | 5,554 | 0.02% | 0.03% | 33 | -11,984 | -9.53% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | Reduced | 111,593 | 5,446 | 1.12% | 1.27% | 34 | -4,216 | -3.64% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 110,647 | 5,400 | 0.27% | 0.35% | 35 | -1,571 | -1.4% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 109,062 | 5,323 | 0.62% | 0.68% | 36 | -1,602 | -1.45% | Q2 2026 | Sep 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 90,374 | 4,411 | 0.04% | 0.05% | 37 | +437 | 0.49% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 83,380 | 4,069 | 0.21% | 0.2% | 38 | +9,543 | 12.92% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 83,302 | 4,066 | 0.16% | 0.1% | 39 | +38,321 | 85.19% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 82,671 | 4,035 | 0.03% | 0.03% | 40 | +12,324 | 17.52% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 81,370 | 3,971 | 0.03% | 0.04% | 41 | +1,222 | 1.52% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | Reduced | 80,671 | 3,937 | 0.04% | 0.07% | 42 | -59,939 | -42.63% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 77,294 | 3,772 | 0.5% | 0.58% | 43 | -687 | -0.88% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 76,020 | 3,710 | 0.0% | 0.0% | 44 | +54,926 | 260.39% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 73,267 | 3,576 | 0.04% | 0.06% | 45 | -19,442 | -20.97% | Q2 2026 | Jul 22, 2026 |
| Straight Path Wealth Management | History | Added to | 72,431 | 3,535 | 0.83% | 0.86% | 46 | +2,386 | 3.41% | Q2 2026 | Jul 27, 2026 |
| McAdam, LLC | History | Reduced | 72,321 | 3,529 | 0.14% | 0.15% | 47 | -2,033 | -2.73% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 3,528 | 0.01% | 0.01% | 48 | -72,296 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 70,020 | 3,417 | 0.08% | 0.17% | 49 | -68,147 | -49.32% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 67,793 | 3,308 | 0.38% | 0.49% | 50 | -14,910 | -18.03% | Q2 2026 | Jul 24, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 63,224 | 3,085 | 0.27% | 0.28% | 51 | +321 | 0.51% | Q2 2026 | Aug 07, 2026 |
| COFG Advisors, LLC | History | Reduced | 60,895 | 2,972 | 0.51% | 0.7% | 52 | -271 | -0.44% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 60,667 | 2,961 | 0.09% | 0.1% | 53 | -446 | -0.73% | Q2 2026 | Jul 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 60,502 | 2,953 | 0.74% | 0.82% | 54 | -3,849 | -5.98% | Q2 2026 | Jul 07, 2026 |
| Certified Advisory Corp | History | Reduced | 57,993 | 2,830 | 0.23% | 0.29% | 55 | -12,123 | -17.29% | Q2 2026 | Jul 16, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 55,940 | 2,730 | 1.27% | 1.39% | 56 | +11 | 0.02% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 53,176 | 2,595 | 0.32% | 0.36% | 57 | -740 | -1.37% | Q2 2026 | Aug 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 53,012 | 2,587 | 0.36% | 0.34% | 58 | +5,866 | 12.44% | Q2 2026 | Aug 12, 2026 |
| Weaver Capital Management LLC | History | No change | 54,819 | 2,519 | 0.55% | 0.55% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50,978 | 2,488 | 0.01% | 0.01% | 60 | +7,894 | 18.32% | Q2 2026 | Aug 12, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 48,909 | 2,387 | 1.77% | 1.99% | 61 | +4,153 | 9.28% | Q2 2026 | Aug 07, 2026 |
| Capital Square, LLC | History | Added to | 46,862 | 2,301 | 1.01% | 0.91% | 62 | +5,560 | 13.46% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 46,636 | 2,276 | 0.02% | 0.03% | 63 | -5,345 | -10.28% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | New | 45,407 | 2,216 | 0.07% | — | 64 | +45,407 | New | Q2 2026 | Aug 06, 2026 |
| Berkshire Money Management, Inc. | History | No change | 44,137 | 2,154 | 0.2% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 44,057 | 2,150 | 0.89% | 0.94% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Added to | 42,827 | 2,091 | 0.05% | 0.05% | 67 | +837 | 1.99% | Q2 2026 | Aug 05, 2026 |
| Jacobi Capital Management LLC | History | No change | 41,688 | 2,034 | 0.1% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 41,392 | 2,020 | 0.74% | 0.82% | 69 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 40,887 | 1,995 | 0.16% | 0.21% | 70 | -9,421 | -18.73% | Q2 2026 | Aug 11, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 40,776 | 1,990 | 0.43% | 0.45% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WorthPointe, LLC | History | Reduced | 40,320 | 1,968 | 0.49% | 0.56% | 72 | -4,481 | -10.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 39,982 | 1,951 | 0.04% | 0.05% | 73 | -8,997 | -18.37% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | Reduced | 39,806 | 1,942 | 0.35% | 0.43% | 74 | -6,402 | -13.85% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 39,585 | 1,932 | 0.03% | 0.03% | 75 | -21 | -0.05% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 39,554 | 1,930 | 0.03% | 0.04% | 76 | -5 | -0.01% | Q2 2026 | Jul 20, 2026 |
| Vantage Point Financial LLC | History | Added to | 38,848 | 1,896 | 0.58% | 0.55% | 77 | +4,895 | 14.42% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 38,619 | 1,884 | 0.02% | 0.02% | 78 | -1,224 | -3.07% | Q2 2026 | Jul 28, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 37,694 | 1,839 | 1.26% | 1.74% | 79 | -9,902 | -20.8% | Q2 2026 | Jul 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 36,960 | 1,803 | 0.02% | 0.02% | 80 | -446 | -1.19% | Q2 2026 | Jul 24, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 36,820 | 1,797 | 1.54% | 1.66% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,654 | 1,789 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 36,446 | 1,778 | 0.2% | 0.27% | 83 | -8,335 | -18.61% | Q2 2026 | Jul 22, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 36,379 | 1,775 | 0.76% | 0.93% | 84 | -3,428 | -8.61% | Q2 2026 | Jul 22, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 36,018 | 1,758 | 0.14% | 0.14% | 85 | +980 | 2.8% | Q2 2026 | Jul 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 35,766 | 1,745 | 0.8% | 0.27% | 86 | +24,425 | 215.37% | Q2 2026 | Jul 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 35,662 | 1,740 | 0.18% | 0.19% | 87 | -36,382 | -50.5% | Q2 2026 | Jul 16, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 35,652 | 1,731 | 0.03% | 0.04% | 88 | -1,912 | -5.09% | Q2 2026 | Jul 29, 2026 |
| O'Connor Financial Group LLC | History | New | 34,827 | 1,699 | 0.6% | — | 89 | +34,827 | New | Q2 2026 | Jul 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 34,216 | 1,670 | 0.37% | 0.41% | 90 | -2,175 | -5.98% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 34,027 | 1,660 | 0.01% | 0.01% | 91 | -214 | -0.62% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,331 | 1,626 | 0.01% | 0.0% | 92 | +17,885 | 115.79% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 33,196 | 1,623 | 0.2% | 0.21% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 32,938 | 1,607 | 0.15% | 0.14% | 94 | +6,147 | 22.94% | Q2 2026 | Jul 29, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 32,287 | 1,575 | 1.23% | 1.4% | 95 | -1,524 | -4.51% | Q2 2026 | Jul 24, 2026 |
| Compass Advisory Group LLC | History | No change | 32,232 | 1,573 | 0.37% | 0.4% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 31,355 | 1,530 | 0.28% | 0.32% | 97 | -805 | -2.5% | Q2 2026 | Aug 05, 2026 |
| Trek Financial, LLC | History | Reduced | 31,181 | 1,521 | 0.08% | 0.09% | 98 | -7,063 | -18.47% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 30,531 | 1,490 | 0.18% | 0.25% | 99 | -7,636 | -20.01% | Q2 2026 | Jul 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 30,468 | 1,487 | 0.15% | 0.2% | 100 | -1,736 | -5.39% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 29,599 | 1,444 | 0.02% | 0.02% | 101 | -506 | -1.68% | Q2 2026 | Jul 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 29,169 | 1,423 | 0.07% | 0.07% | 102 | +875 | 3.09% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 28,980 | 1,414 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 27,325 | 1,333 | 0.13% | 0.16% | 104 | -1,747 | -6.01% | Q2 2026 | Jul 31, 2026 |
| FSA Advisors, Inc. | History | Added to | 25,788 | 1,258 | 0.58% | 0.76% | 105 | +831 | 3.33% | Q2 2026 | Aug 17, 2026 |
| Kearns & Associates LLC | History | No change | 25,755 | 1,257 | 0.59% | 0.64% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Assets Advisory, LLC | History | Added to | 25,501 | 1,244 | 0.27% | 0.31% | 107 | +1,947 | 8.27% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 25,369 | 1,238 | 0.02% | 0.03% | 108 | -1,725 | -6.37% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,319 | 1,235 | 0.01% | 0.01% | 109 | -230 | -0.9% | Q2 2026 | Jul 20, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 24,923 | 1,214 | 0.24% | 0.25% | 110 | -180 | -0.72% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 24,382 | 1,190 | 0.07% | 0.07% | 111 | -1,057 | -4.16% | Q2 2026 | Aug 11, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 23,505 | 1,147 | 0.34% | 0.39% | 112 | -869 | -3.57% | Q2 2026 | Aug 12, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Reduced | 22,464 | 1,096 | 0.74% | 0.79% | 114 | -500 | -2.18% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 22,461 | 1,096 | 0.0% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 22,240 | 1,085 | 0.09% | 0.1% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 21,723 | 1,060 | 0.02% | — | 116 | +21,723 | New | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,656 | 1,057 | 0.02% | 0.03% | 117 | -3,000 | -12.17% | Q2 2026 | Jul 15, 2026 |
| Prossimo Advisors, LLC | History | No change | 21,554 | 1,052 | 6.07% | 6.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 21,509 | 1,049 | 0.06% | 0.06% | 119 | -21 | -0.1% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 21,250 | 1,037 | 0.02% | 0.02% | 120 | -1,618 | -7.08% | Q2 2026 | Jul 15, 2026 |
| Chris Bulman Inc | History | Reduced | 21,208 | 1,035 | 0.38% | 0.5% | 121 | -3,843 | -15.34% | Q2 2026 | Jul 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 20,884 | 1,019 | 0.27% | 0.4% | 122 | -9,169 | -30.51% | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 20,602 | 1,005 | 0.01% | 0.01% | 123 | -688 | -3.23% | Q2 2026 | Aug 18, 2026 |
| Continuum Advisory, LLC | History | Reduced | 20,348 | 993 | 0.08% | 0.09% | 124 | -4 | -0.02% | Q2 2026 | Aug 06, 2026 |
| Orion Capital Management LLC | History | No change | 19,757 | 964 | 0.3% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | Added to | 19,695 | 961 | 0.0% | 0.0% | 126 | +2,888 | 17.18% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | Reduced | 19,685 | 960 | 0.0% | 0.0% | 127 | -3,954 | -16.73% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 19,462 | 949 | 0.03% | 0.03% | 128 | -263 | -1.33% | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 19,003 | 927 | 0.11% | 0.12% | 129 | -334 | -1.73% | Q2 2026 | Jul 10, 2026 |
| Sigma Planning Corp | History | Reduced | 18,783 | 916 | 0.02% | 0.02% | 130 | -361 | -1.89% | Q2 2026 | Aug 07, 2026 |
| Encompass More Asset Management | History | Added to | 18,662 | 910 | 0.13% | 0.13% | 131 | +1,870 | 11.14% | Q2 2026 | Jul 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 18,408 | 898 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | Added to | 18,345 | 895 | 0.0% | 0.0% | 133 | +20 | 0.11% | Q2 2026 | Aug 13, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 18,062 | 881 | 0.51% | 0.6% | 134 | -160 | -0.88% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | Added to | 16,803 | 820 | 0.0% | 0.0% | 135 | +2,889 | 20.76% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 16,720 | 816 | 0.18% | 0.2% | 136 | -520 | -3.02% | Q2 2026 | Jul 28, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 16,508 | 805 | 0.19% | 0.21% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 16,298 | 795 | 0.08% | 0.08% | 138 | +1,444 | 9.72% | Q2 2026 | Aug 14, 2026 |
| City Center Advisors, LLC | History | Reduced | 16,290 | 795 | 0.64% | 0.7% | 139 | -212 | -1.28% | Q2 2026 | Jul 06, 2026 |
| Catalina Capital Group, LLC | History | No change | 16,892 | 776 | 0.46% | 0.46% | 140 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,446 | 753 | 0.03% | 0.01% | 141 | +10,986 | 246.32% | Q2 2026 | Jul 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 15,327 | 748 | 0.14% | 0.16% | 142 | -12 | -0.08% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 14,326 | 699 | 0.02% | 0.03% | 143 | -1,691 | -10.56% | Q2 2026 | Aug 03, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 14,281 | 697 | 0.0% | 0.0% | 144 | -249 | -1.71% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 14,231 | 694 | 0.01% | — | 145 | +14,231 | New | Q2 2026 | Jul 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,877 | 677 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 13,754 | 671 | 0.2% | 0.23% | 147 | -67 | -0.48% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 13,565 | 662 | 0.03% | 0.04% | 148 | -75 | -0.55% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 13,454 | 656 | 0.19% | 0.22% | 149 | -885 | -6.17% | Q2 2026 | Jul 24, 2026 |
| ALTFEST L J & CO INC | History | No change | 12,758 | 622 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,677 | 618 | 0.07% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,623 | 616 | 0.0% | 0.0% | 152 | -32,147 | -71.8% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 12,558 | 612 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 12,483 | 609 | 0.47% | 0.54% | 154 | -1,002 | -7.43% | Q2 2026 | Jul 24, 2026 |
| XML Financial, LLC | History | No change | 12,174 | 594 | 0.04% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,099 | 592 | 0.02% | 0.01% | 156 | +6,262 | 107.28% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 12,080 | 589 | 0.27% | 0.25% | 157 | +1,000 | 9.03% | Q2 2026 | Jul 15, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 12,051 | 588 | 0.11% | 0.11% | 158 | +27 | 0.22% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 12,026 | 586 | 0.06% | — | 159 | +12,026 | New | Q2 2026 | Aug 13, 2026 |
| Storgate, LLC | History | New | 12,000 | 585 | 0.12% | — | 160 | +12,000 | New | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,666 | 569 | 0.02% | 0.02% | 161 | +1,321 | 12.77% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,570 | 564 | 0.0% | 0.0% | 162 | -640 | -5.24% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 12,013 | 552 | 0.1% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dakota Wealth Management | History | No change | 11,243 | 548 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 11,200 | 546 | 0.18% | 0.23% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 11,142 | 543 | 0.04% | 0.04% | 166 | +545 | 5.14% | Q2 2026 | Jul 29, 2026 |
| Blue Water Asset Management | History | Added to | 10,398 | 507 | 0.16% | 0.11% | 167 | +3,278 | 46.04% | Q2 2026 | Aug 03, 2026 |
| Schulz Wealth, LTD. | History | New | 10,353 | 505 | 0.26% | — | 168 | +10,353 | New | Q2 2026 | Aug 26, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,317 | 503 | 0.03% | 0.03% | 169 | +1,761 | 20.58% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,158 | 495 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenTrust, LLC | History | No change | 10,157 | 495 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,972 | 486 | 0.0% | 0.0% | 172 | +2,763 | 38.33% | Q2 2026 | Sep 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,849 | 480 | 0.06% | 0.06% | 173 | +1 | 0.01% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,830 | 479 | 0.01% | 0.01% | 174 | -149 | -1.49% | Q2 2026 | Aug 10, 2026 |
| Inspire Advisors, LLC | History | Added to | 9,723 | 474 | 0.03% | 0.02% | 175 | +3,052 | 45.75% | Q2 2026 | Aug 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 9,680 | 472 | 0.11% | 0.21% | 176 | -7,510 | -43.69% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,239 | 450 | 0.0% | 0.0% | 177 | +1,732 | 23.07% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | Reduced | 9,157 | 446 | 0.02% | 0.02% | 178 | -517 | -5.34% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | Added to | 8,670 | 423 | 0.0% | 0.01% | 179 | +1,678 | 24.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,446 | 412 | 0.0% | 0.0% | 180 | -8,347 | -49.71% | Q2 2026 | Aug 19, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 8,341 | 407 | 0.04% | 0.15% | 181 | -29 | -0.35% | Q2 2026 | Aug 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 8,258 | 403 | 0.19% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 8,214 | 400 | 0.31% | 0.29% | 183 | +1,072 | 15.01% | Q2 2026 | Jul 24, 2026 |
| Diversify Advisory Services, LLC | History | New | 8,090 | 393 | 0.01% | — | 185 | +8,090 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,090 | 393 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisor OS, LLC | History | No change | 8,026 | 391 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 7,836 | 382 | 0.0% | 0.0% | 187 | -1,338 | -14.58% | Q2 2026 | Aug 11, 2026 |
| Michels Family Financial, LLC | History | No change | 7,600 | 370 | 0.24% | 0.25% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 7,630 | 367 | 0.01% | — | 189 | +7,630 | New | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,465 | 364 | 0.02% | 0.02% | 190 | -25 | -0.33% | Q2 2026 | Jul 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 7,304 | 356 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 7,110 | 349 | 0.13% | 0.16% | 192 | -1,711 | -19.4% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 7,163 | 349 | 0.13% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 6,765 | 329 | 0.0% | 0.0% | 194 | -1,290 | -16.01% | Q2 2026 | Aug 11, 2026 |
| ATX Financial Planning, LLC | History | Added to | 6,695 | 326 | 0.22% | 0.21% | 195 | +770 | 13.0% | Q2 2026 | Aug 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 6,671 | 325 | 0.02% | 0.02% | 196 | +324 | 5.1% | Q2 2026 | Jul 29, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 6,305 | 307 | 0.07% | 0.08% | 197 | -73 | -1.14% | Q2 2026 | Jul 20, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 6,153 | 300 | 0.17% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OFS Enterprise LLC | History | New | 6,146 | 299 | 0.08% | — | 199 | +6,146 | New | Q2 2026 | Jul 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,091 | 297 | 0.01% | — | 200 | +6,091 | New | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 5,970 | 291 | 0.3% | 0.28% | 201 | -23 | -0.38% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 5,951 | 290 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,896 | 287 | 0.01% | 0.01% | 203 | +65 | 1.11% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,871 | 286 | 0.01% | 0.01% | 204 | -657 | -10.06% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,856 | 285 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Commerce Advisors, LLC | History | No change | 5,825 | 284 | 0.15% | 0.22% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequent Planning LLC | History | Added to | 5,743 | 280 | 0.06% | 0.06% | 208 | +68 | 1.2% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,757 | 280 | 0.0% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,700 | 278 | 0.07% | 0.08% | 209 | +300 | 5.56% | Q2 2026 | Jul 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 5,672 | 276 | 0.01% | 0.01% | 210 | -1,262 | -18.2% | Q2 2026 | Aug 05, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 5,674 | 276 | 0.13% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | Reduced | 5,560 | 271 | 0.03% | 0.03% | 212 | -30 | -0.54% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,545 | 270 | 0.0% | 0.0% | 213 | +3,422 | 161.19% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,521 | 269 | 0.01% | 0.01% | 214 | +204 | 3.84% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,508 | 268 | 0.0% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,748 | 264 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,428 | 264 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | No change | 5,357 | 261 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Delta Investment Management, LLC | History | Reduced | 5,343 | 260 | 0.04% | 0.05% | 219 | -803 | -13.07% | Q2 2026 | Aug 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,310 | 259 | 0.13% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 5,350 | 257 | 0.04% | — | 221 | +5,350 | New | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,144 | 251 | 0.02% | 0.02% | 222 | +326 | 6.77% | Q2 2026 | Aug 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,085 | 248 | 0.05% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 5,036 | 245 | 0.09% | 0.1% | 224 | -537 | -9.64% | Q2 2026 | Jul 10, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,020 | 245 | 0.03% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 4,980 | 243 | 0.1% | 0.11% | 226 | +117 | 2.41% | Q2 2026 | Aug 04, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,965 | 242 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,846 | 236 | 0.0% | 0.0% | 228 | -14 | -0.29% | Q2 2026 | Aug 03, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 4,832 | 235 | 0.01% | 0.01% | 229 | -273 | -5.35% | Q2 2026 | Aug 12, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 4,624 | 225 | 0.13% | 0.14% | 230 | -127 | -2.67% | Q2 2026 | Jul 21, 2026 |
| William Mack & Associates, Inc. | History | No change | 4,500 | 219 | 0.08% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,429 | 216 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Truepoint, Inc. | History | New | 4,322 | 210 | 0.0% | — | 233 | +4,322 | New | Q2 2026 | Jul 31, 2026 |
| Occidental Asset Management, LLC | History | New | 4,308 | 210 | 0.02% | — | 234 | +4,308 | New | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | New | 4,186 | 204 | 0.0% | — | 235 | +4,186 | New | Q2 2026 | Aug 13, 2026 |
| Plotkin Financial Advisors, LLC | History | New | 4,177 | 203 | 0.08% | — | 236 | +4,177 | New | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 4,055 | 197 | 0.01% | — | 237 | +4,055 | New | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | No change | 3,988 | 194 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthShield Partners, LLC | History | Reduced | 3,733 | 182 | 0.03% | 0.02% | 239 | -771 | -17.12% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,393 | 165 | 0.0% | — | 240 | +3,393 | New | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,346 | 163 | 0.0% | 0.0% | 241 | -2,133 | -38.93% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,243 | 158 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,636 | 128 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,517 | 122 | 0.11% | 0.12% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFS Partners, LLC | History | No change | 2,142 | 104 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 97 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlphaCore Capital LLC | History | No change | 1,900 | 92 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,659 | 80 | 0.04% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PlanVest Financial, Inc | History | No change | 1,506 | 73 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,454 | 70 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,200 | 58 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 946 | 46 | 0.0% | 0.0% | 252 | +363 | 62.26% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 939 | 45 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 871 | 42 | 0.02% | 0.02% | 254 | -32 | -3.54% | Q2 2026 | Aug 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 615 | 30 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 551 | 26 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 543 | 24 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 495 | 24 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anfield Capital Management, LLC | History | No change | 319 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 277 | 13 | 0.0% | — | 260 | +277 | New | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 248 | 12 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 197 | 9 | 0.0% | — | 263 | +197 | New | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 190 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 150 | 7 | 0.0% | — | 264 | +150 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 109 | 5 | 0.0% | 0.0% | 265 | -190 | -63.55% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 35 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.08% | — | -31,810 | -100.0% | Q2 2026 | Jul 23, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.63% | — | -28,762 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,038 | -100.0% | Q2 2026 | Sep 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,897 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,950 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,271 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,809 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,721 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,659 | -100.0% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,634 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,120 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -6,537 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.51% | — | -6,342 | -100.0% | Q2 2026 | Aug 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,857 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HFG Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,820 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,454 | -100.0% | Q2 2026 | Jul 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,388 | -100.0% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,830 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,957 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,422 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -893 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q2 2026 | Jul 01, 2026 |