Innovator ETFs Trust - PJUN
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 | 2,868,175 | 119,966 | 0.04% | 0.04% | 1 | +86,828 | 3.12% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,648,164 | 71,250 | 0.55% | 0.77% | 2 | +77,220 | 4.92% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,418,700 | 61,330 | 0.31% | 0.0% | 3 | +1,416,993 | 83010.72% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 885,095 | 38,262 | 0.05% | 0.03% | 4 | +333,583 | 60.49% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 874,793 | 37,817 | 0.04% | 0.03% | 5 | +377,444 | 75.89% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 859,291 | 37,147 | 0.37% | 0.09% | 6 | +662,599 | 336.87% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | Added to | 597,288 | 25,820 | 0.03% | 0.02% | 7 | +165,687 | 38.39% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 448,389 | 19,383 | 0.02% | 0.02% | 8 | +23,961 | 5.65% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 358,570 | 15,500 | 0.0% | 0.0% | 9 | +107,227 | 42.66% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 325,299 | 14,062 | 0.01% | 0.01% | 10 | +102,349 | 45.91% | Q2 2026 | Aug 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 313,623 | 13,557 | 1.6% | 1.69% | 11 | +13,335 | 4.44% | Q2 2026 | Jul 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 309,557 | 13,382 | 0.33% | 0.17% | 12 | +160,929 | 108.28% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 265,533 | 11,478 | 0.0% | 0.0% | 13 | +66,099 | 33.14% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 252,975 | 10,936 | 0.0% | 0.0% | 14 | +40,862 | 19.26% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 209,877 | 9,072 | 0.02% | 0.01% | 15 | +119,414 | 132.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 209,382 | 9,051 | 0.27% | 0.28% | 16 | +12,498 | 6.35% | Q2 2026 | Jul 06, 2026 |
| MAI Capital Management | History | Added to | 196,679 | 8,502 | 0.03% | 0.0% | 17 | +176,758 | 887.29% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | Added to | 188,689 | 8,157 | 0.32% | 0.35% | 18 | +1,189 | 0.63% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 186,800 | 8,075 | 0.04% | 0.03% | 19 | +41,343 | 28.42% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 186,603 | 8,066 | 0.03% | 0.03% | 20 | +9,886 | 5.59% | Q2 2026 | Jul 28, 2026 |
| Chris Bulman Inc | History | Added to | 180,016 | 7,782 | 2.84% | 2.94% | 21 | +19,706 | 12.29% | Q2 2026 | Jul 22, 2026 |
| Bellwether Advisors, LLC | History | Added to | 171,305 | 7,405 | 1.1% | 0.82% | 22 | +56,019 | 48.59% | Q2 2026 | Aug 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 162,215 | 7,012 | 3.26% | 0.97% | 23 | +118,607 | 271.98% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,243 | 6,754 | 0.01% | 0.01% | 24 | +23,101 | 17.35% | Q2 2026 | Jul 28, 2026 |
| Dakota Wealth Management | History | Added to | 155,191 | 6,708 | 0.13% | 0.01% | 25 | +142,374 | 1110.82% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | Added to | 129,631 | 5,603 | 1.15% | 1.06% | 26 | +22,986 | 21.55% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 120,228 | 5,197 | 0.01% | 0.01% | 27 | +50,219 | 71.73% | Q2 2026 | Aug 07, 2026 |
| Weaver Capital Management LLC | History | No change | 117,127 | 4,899 | 1.08% | 1.06% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 110,772 | 4,788 | 0.37% | 0.39% | 29 | -427 | -0.38% | Q2 2026 | Jul 16, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 109,598 | 4,737 | 2.03% | 2.15% | 30 | +17 | 0.02% | Q2 2026 | Jul 27, 2026 |
| Southland Equity Partners LLC | History | Reduced | 88,151 | 3,810 | 0.67% | 0.73% | 31 | -1,569 | -1.75% | Q2 2026 | Jul 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 85,262 | 3,685 | 0.49% | 0.56% | 32 | +3,020 | 3.67% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 84,468 | 3,651 | 0.03% | 0.03% | 33 | +9,960 | 13.37% | Q2 2026 | Aug 06, 2026 |
| SYON CAPITAL LLC | History | New | 79,430 | 3,433 | 0.15% | — | 34 | +79,430 | New | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 78,415 | 3,389 | 0.06% | 0.07% | 35 | +2,500 | 3.29% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,148 | 3,335 | 0.01% | 0.01% | 36 | +2,333 | 3.12% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 73,902 | 3,194 | 0.15% | 0.08% | 37 | +35,479 | 92.34% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 66,493 | 2,874 | 0.01% | 0.01% | 38 | +28,161 | 73.47% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 63,148 | 2,729 | 0.31% | 0.22% | 39 | +23,086 | 57.63% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 62,434 | 2,699 | 0.06% | — | 40 | +62,434 | New | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 61,614 | 2,663 | 0.04% | 0.0% | 41 | +55,859 | 970.62% | Q2 2026 | Aug 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 60,872 | 2,649 | 0.95% | 1.02% | 42 | +342 | 0.57% | Q2 2026 | Jul 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 59,228 | 2,560 | 0.21% | 0.2% | 43 | +9,663 | 19.5% | Q2 2026 | Aug 11, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 58,061 | 2,509 | 0.23% | 0.47% | 44 | -52,136 | -47.31% | Q2 2026 | Jul 23, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 56,740 | 2,452 | 1.13% | 0.86% | 45 | +17,349 | 44.04% | Q2 2026 | Jul 29, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 50,500 | 2,183 | 0.58% | 0.58% | 46 | +8,975 | 21.61% | Q2 2026 | Jul 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 49,358 | 2,133 | 0.3% | 0.12% | 47 | +31,780 | 180.79% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 49,201 | 2,126 | 0.04% | 0.04% | 48 | -772 | -1.54% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | New | 49,596 | 2,122 | 0.14% | — | 49 | +49,596 | New | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 48,114 | 2,079 | 0.04% | 0.02% | 50 | +26,777 | 125.5% | Q2 2026 | Aug 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 45,648 | 1,973 | 0.39% | 0.41% | 51 | +721 | 1.6% | Q2 2026 | Jul 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 45,472 | 1,965 | 0.02% | 0.03% | 52 | -1,650 | -3.5% | Q2 2026 | Jul 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 45,416 | 1,963 | 0.44% | 0.08% | 53 | +38,069 | 518.16% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 45,293 | 1,958 | 0.04% | 0.03% | 54 | +10,190 | 29.03% | Q2 2026 | Jul 20, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 43,024 | 1,859 | 0.4% | 0.41% | 55 | +2,365 | 5.82% | Q2 2026 | Aug 03, 2026 |
| COFG Advisors, LLC | History | Added to | 40,731 | 1,760 | 0.3% | 0.35% | 56 | +7,326 | 21.93% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 39,829 | 1,721 | 0.18% | — | 57 | +39,829 | New | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,747 | 1,718 | 0.0% | 0.0% | 58 | -29 | -0.07% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 36,939 | 1,607 | 0.0% | 0.0% | 59 | +19,915 | 116.98% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 35,363 | 1,528 | 0.01% | 0.01% | 60 | -1,039 | -2.85% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | New | 35,051 | 1,515 | 0.0% | — | 61 | +35,051 | New | Q2 2026 | Aug 05, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 34,031 | 1,471 | 0.69% | 0.59% | 62 | +6,781 | 24.88% | Q2 2026 | Jul 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,993 | 1,426 | 0.02% | 0.0% | 63 | +27,770 | 531.69% | Q2 2026 | Aug 10, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 32,916 | 1,422 | 1.05% | 1.27% | 64 | +1,359 | 4.31% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 31,800 | 1,374 | 0.64% | 1.29% | 65 | -30,905 | -49.29% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,672 | 1,369 | 0.0% | 0.0% | 66 | +7,939 | 33.45% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 31,920 | 1,346 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 30,450 | 1,316 | 0.14% | 0.13% | 68 | -24,240 | -44.32% | Q2 2026 | Jul 16, 2026 |
| WPWealth LLP | History | No change | 30,176 | 1,304 | 0.19% | 0.19% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | New | 30,057 | 1,299 | 0.0% | — | 70 | +30,057 | New | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 30,049 | 1,294 | 0.02% | — | 71 | +30,049 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 30,049 | 1,294 | 0.02% | — | 72 | +30,049 | New | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,844 | 1,290 | 0.01% | 0.01% | 73 | +18,674 | 167.18% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,249 | 1,264 | 0.01% | 0.01% | 74 | +369 | 1.28% | Q2 2026 | Jul 20, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 29,147 | 1,260 | 1.03% | 1.18% | 75 | -1,027 | -3.4% | Q2 2026 | Aug 03, 2026 |
| Global Assets Advisory, LLC | History | Added to | 28,890 | 1,250 | 0.27% | 0.18% | 76 | +13,867 | 92.31% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 28,903 | 1,249 | 0.07% | 0.07% | 77 | +3,523 | 13.88% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 28,441 | 1,229 | 0.0% | 0.0% | 78 | +8,834 | 45.06% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | Reduced | 28,301 | 1,223 | 0.22% | 0.26% | 79 | -1,611 | -5.39% | Q2 2026 | Jul 16, 2026 |
| Nikulski Financial, Inc. | History | Added to | 28,045 | 1,212 | 0.26% | 0.14% | 80 | +14,955 | 114.25% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | New | 28,005 | 1,210 | 0.01% | — | 81 | +28,005 | New | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 27,394 | 1,184 | 0.01% | 0.01% | 82 | +19,604 | 251.66% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 27,125 | 1,172 | 0.31% | 0.21% | 83 | +9,535 | 54.21% | Q2 2026 | Aug 20, 2026 |
| Blue Water Asset Management | History | Added to | 27,097 | 1,171 | 0.38% | 0.38% | 84 | +656 | 2.48% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 26,696 | 1,154 | 0.0% | 0.0% | 85 | +14,755 | 123.57% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | Added to | 26,674 | 1,153 | 0.01% | 0.0% | 86 | +18,024 | 208.37% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 26,406 | 1,141 | 0.05% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 26,307 | 1,137 | 0.01% | 0.01% | 88 | +13,446 | 104.55% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 25,198 | 1,083 | 0.02% | 0.03% | 89 | -4,890 | -16.25% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,839 | 1,073 | 0.01% | 0.01% | 90 | +1,600 | 6.88% | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | Reduced | 24,366 | 1,053 | 0.03% | 0.04% | 91 | -56 | -0.23% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,149 | 1,043 | 0.01% | 0.01% | 92 | +1,450 | 6.39% | Q2 2026 | Aug 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 23,266 | 1,005 | 0.65% | — | 93 | +23,266 | New | Q2 2026 | Jul 24, 2026 |
| CRA Financial Services, LLC | History | Reduced | 22,870 | 988 | 0.11% | 0.13% | 94 | -400 | -1.72% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | New | 22,399 | 968 | 0.05% | — | 95 | +22,399 | New | Q2 2026 | Jul 16, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 21,502 | 929 | 0.06% | 0.05% | 96 | +4,028 | 23.05% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 21,305 | 921 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 21,099 | 912 | 0.26% | 0.3% | 98 | -301 | -1.41% | Q2 2026 | Jul 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 20,875 | 902 | 0.14% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | Added to | 20,666 | 893 | 0.04% | 0.02% | 100 | +13,340 | 182.09% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,591 | 890 | 0.01% | 0.01% | 101 | +683 | 3.43% | Q2 2026 | Jul 17, 2026 |
| Diligent Investors, LLC | History | Added to | 20,126 | 870 | 0.19% | 0.17% | 102 | +3,240 | 19.19% | Q2 2026 | Jul 24, 2026 |
| Atlantic Private Wealth, LLC | History | New | 19,726 | 852 | 0.52% | — | 103 | +19,726 | New | Q2 2026 | Aug 11, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 19,635 | 848 | 0.49% | 0.54% | 104 | -260 | -1.31% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Added to | 18,908 | 817 | 0.02% | 0.03% | 105 | +906 | 5.03% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 18,624 | 805 | 0.01% | 0.01% | 106 | -719 | -3.72% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,530 | 801 | 0.01% | 0.01% | 107 | -77 | -0.41% | Q2 2026 | Jul 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 18,077 | 781 | 0.61% | 0.66% | 108 | +88 | 0.49% | Q2 2026 | Jul 24, 2026 |
| Advisory Advocates, LLC | History | New | 18,006 | 778 | 0.67% | — | 109 | +18,006 | New | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 17,484 | 761 | 0.38% | 0.39% | 110 | +1,430 | 8.91% | Q2 2026 | Jul 29, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 16,936 | 732 | 0.04% | 0.04% | 111 | -399 | -2.3% | Q2 2026 | Jul 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 16,729 | 723 | 0.01% | 0.0% | 112 | +7,824 | 87.86% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 16,602 | 717 | 0.09% | 0.06% | 113 | +6,918 | 71.44% | Q2 2026 | Jul 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 15,212 | 657 | 0.01% | — | 114 | +15,212 | New | Q2 2026 | Aug 03, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 14,895 | 643 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSA Advisors, Inc. | History | Added to | 14,744 | 637 | 0.29% | 0.34% | 116 | +2,312 | 18.6% | Q2 2026 | Aug 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 14,559 | 629 | 0.15% | 0.18% | 117 | -1,279 | -8.08% | Q2 2026 | Jul 15, 2026 |
| Ponta Wealth Partners, LLC | History | New | 14,195 | 613 | 0.33% | — | 118 | +14,195 | New | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 13,585 | 587 | 0.11% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,381 | 578 | 0.01% | 0.01% | 120 | +5 | 0.04% | Q2 2026 | Jul 31, 2026 |
| Orion Capital Management LLC | History | Reduced | 13,370 | 577 | 0.18% | 0.2% | 121 | -400 | -2.9% | Q2 2026 | Aug 17, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 12,770 | 552 | 0.24% | 0.12% | 123 | +6,639 | 108.29% | Q2 2026 | Aug 04, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 12,770 | 552 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,396 | 535 | 0.02% | 0.02% | 124 | +2,254 | 22.22% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 12,158 | 525 | 0.01% | — | 125 | +12,158 | New | Q2 2026 | Aug 06, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 12,109 | 523 | 0.38% | 0.44% | 126 | -114 | -0.93% | Q2 2026 | Jul 21, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,509 | 497 | 0.39% | 0.41% | 127 | +683 | 6.31% | Q2 2026 | Jul 24, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 11,324 | 489 | 0.23% | 0.2% | 128 | +2,610 | 29.95% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 11,243 | 486 | 0.06% | 0.07% | 129 | -118 | -1.04% | Q2 2026 | Aug 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 11,487 | 480 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,100 | 479 | 0.0% | 0.0% | 131 | -3,280 | -22.81% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 11,049 | 477 | 0.02% | — | 132 | +11,049 | New | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 10,557 | 456 | 0.08% | 0.1% | 133 | -30 | -0.28% | Q2 2026 | Aug 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 9,996 | 432 | 0.27% | — | 134 | +9,996 | New | Q2 2026 | Jul 29, 2026 |
| BCGM Wealth Management, LLC | History | No change | 9,979 | 431 | 0.09% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 9,382 | 405 | 0.01% | — | 136 | +9,382 | New | Q2 2026 | Jul 28, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,300 | 402 | 0.08% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 9,092 | 393 | 0.03% | 0.02% | 138 | +3,223 | 54.92% | Q2 2026 | Jul 29, 2026 |
| Odyssey Group, LLC | History | New | 9,000 | 389 | 0.11% | — | 139 | +9,000 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,974 | 387 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8,955 | 387 | 0.16% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 8,905 | 384 | 0.0% | — | 142 | +8,905 | New | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 8,640 | 373 | 0.04% | — | 143 | +8,640 | New | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Added to | 8,370 | 361 | 0.0% | 0.0% | 144 | +2,097 | 33.43% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 8,288 | 359 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Faithward Advisors, LLC | History | Reduced | 7,764 | 335 | 0.04% | 0.06% | 146 | -1,981 | -20.33% | Q2 2026 | Aug 12, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 7,530 | 325 | 0.16% | 0.16% | 147 | +600 | 8.66% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | No change | 7,260 | 313 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,160 | 309 | 0.01% | 0.01% | 149 | -818 | -10.25% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,588 | 284 | 0.02% | 0.02% | 150 | -15 | -0.23% | Q2 2026 | Aug 11, 2026 |
| Jessup Wealth Management, Inc | History | New | 6,504 | 281 | 0.08% | — | 151 | +6,504 | New | Q2 2026 | Aug 11, 2026 |
| Talon Private Wealth, LLC | History | New | 6,360 | 274 | 0.03% | — | 153 | +6,360 | New | Q2 2026 | Sep 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,350 | 274 | 0.0% | 0.0% | 152 | +1,000 | 18.69% | Q2 2026 | Aug 04, 2026 |
| TrustBank | History | New | 6,325 | 273 | 0.09% | — | 154 | +6,325 | New | Q2 2026 | Jul 20, 2026 |
| Lakeridge Wealth Management LLC | History | New | 6,246 | 270 | 0.1% | — | 155 | +6,246 | New | Q2 2026 | Jul 14, 2026 |
| Firestone Capital Management | History | No change | 6,005 | 259 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 5,929 | 256 | 0.01% | 0.01% | 157 | +300 | 5.33% | Q2 2026 | Aug 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 5,670 | 245 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,370 | 232 | 0.01% | 0.01% | 159 | -115 | -2.1% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | New | 5,344 | 231 | 0.0% | — | 161 | +5,344 | New | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | No change | 5,354 | 231 | 0.05% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Square, LLC | History | New | 5,259 | 228 | 0.1% | — | 163 | +5,259 | New | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,295 | 228 | 0.01% | 0.01% | 162 | +500 | 10.43% | Q2 2026 | Jul 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,238 | 226 | 0.01% | 0.01% | 164 | +140 | 2.75% | Q2 2026 | Aug 04, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,249 | 226 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | New | 5,221 | 225 | 0.01% | — | 166 | +5,221 | New | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,200 | 224 | 0.0% | 0.0% | 167 | -596 | -10.28% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | New | 5,175 | 223 | 0.0% | — | 169 | +5,175 | New | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 5,179 | 223 | 0.02% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signet Private Wealth LLC | History | New | 5,098 | 220 | 0.18% | — | 170 | +5,098 | New | Q2 2026 | Aug 06, 2026 |
| Rothschild Wealth LLC | History | New | 4,936 | 213 | 0.02% | — | 171 | +4,936 | New | Q2 2026 | Aug 11, 2026 |
| Ascent Wealth Partners, LLC | History | New | 4,855 | 209 | 0.02% | — | 172 | +4,855 | New | Q2 2026 | Jul 31, 2026 |
| Three Seasons Wealth, LLC | History | New | 4,745 | 205 | 0.02% | — | 173 | +4,745 | New | Q2 2026 | Aug 13, 2026 |
| Helium Advisors LLC | History | New | 4,650 | 201 | 0.17% | — | 174 | +4,650 | New | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 4,638 | 200 | 0.02% | — | 175 | +4,638 | New | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 4,348 | 187 | 0.08% | — | 176 | +4,348 | New | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,655 | 158 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,600 | 155 | 0.01% | 0.0% | 178 | +1,752 | 94.81% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,450 | 149 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 2,583 | 111 | 0.07% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | Added to | 2,180 | 94 | 0.01% | 0.0% | 181 | +1,750 | 406.98% | Q2 2026 | Jul 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,100 | 90 | 0.06% | 0.09% | 182 | -1,000 | -32.26% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,940 | 83 | 0.01% | — | 183 | +1,940 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,738 | 75 | 0.0% | 0.0% | 184 | -145 | -7.7% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,645 | 71 | 0.07% | 0.02% | 185 | +1,150 | 232.32% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 1,593 | 66 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,432 | 61 | 0.01% | 0.0% | 187 | +920 | 179.69% | Q2 2026 | Aug 12, 2026 |
| RED REEF ADVISORS LLC | History | No change | 1,151 | 49 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,030 | 44 | 0.02% | — | 189 | +1,030 | New | Q2 2026 | Aug 07, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 840 | 36 | 0.01% | 0.02% | 190 | -71 | -7.79% | Q2 2026 | Aug 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 574 | 24 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 397 | 17 | 0.0% | — | 192 | +397 | New | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 327 | 13 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 272 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 240 | 10 | 0.0% | — | 195 | +240 | New | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | New | 230 | 9 | 0.0% | — | 196 | +230 | New | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 58 | 2 | 0.0% | — | 198 | +58 | New | Q2 2026 | Aug 12, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -26,441 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.46% | — | -6,372 | -100.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,113 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,990 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.02% | — | -1,642 | -100.0% | Q2 2026 | Jul 01, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 14, 2026 |