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 | No change | 2,868,175 | 119,966 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,648,164 | 71,250 | 0.55% | 0.55% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,418,700 | 61,330 | 0.31% | 0.31% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 874,793 | 37,817 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 805,507 | 35,434 | 0.35% | 0.37% | 5 | -53,784 | -6.26% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 684,345 | 30,104 | 0.04% | 0.05% | 6 | -200,750 | -22.68% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 597,288 | 25,820 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 448,389 | 19,383 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 358,570 | 15,500 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 325,299 | 14,062 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 313,613 | 13,795 | 1.6% | 1.6% | 11 | -10 | -0.0% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 309,557 | 13,382 | 0.33% | 0.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 265,533 | 11,478 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 252,975 | 10,936 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 206,314 | 9,075 | 0.26% | 0.27% | 15 | -3,068 | -1.47% | Q3 2026 | Oct 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 209,877 | 9,072 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 196,679 | 8,502 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 193,118 | 8,495 | 0.02% | 0.03% | 18 | +6,515 | 3.49% | Q3 2026 | Nov 02, 2026 |
| McAdam, LLC | History | Reduced | 187,779 | 8,260 | 0.31% | 0.32% | 19 | -910 | -0.48% | Q3 2026 | Oct 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 186,800 | 8,075 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Chris Bulman Inc | History | Reduced | 175,081 | 7,701 | 2.7% | 2.84% | 21 | -4,935 | -2.74% | Q3 2026 | Oct 20, 2026 |
| Bellwether Advisors, LLC | History | No change | 171,305 | 7,405 | 1.1% | 1.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 162,215 | 7,012 | 3.26% | 3.26% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dakota Wealth Management | History | No change | 155,191 | 6,708 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 149,112 | 6,559 | 0.01% | 0.01% | 25 | -7,131 | -4.56% | Q3 2026 | Oct 30, 2026 |
| Weaver Consulting Group | History | Added to | 131,945 | 5,804 | 1.13% | 1.15% | 26 | +2,314 | 1.79% | Q3 2026 | Oct 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 120,228 | 5,197 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Capital Management LLC | History | Reduced | 110,673 | 4,868 | 0.93% | 1.08% | 28 | -6,454 | -5.51% | Q3 2026 | Oct 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 109,650 | 4,823 | 0.35% | 0.37% | 29 | -1,122 | -1.01% | Q3 2026 | Oct 16, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 109,598 | 4,737 | 2.03% | 2.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Southland Equity Partners LLC | History | Reduced | 85,790 | 3,773 | 0.65% | 0.67% | 31 | -2,361 | -2.68% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 85,262 | 3,685 | 0.49% | 0.49% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 84,468 | 3,651 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Point Advisors Inc. | History | New | 79,456 | 3,495 | 2.39% | — | 34 | +79,456 | New | Q3 2026 | Oct 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 79,193 | 3,483 | 0.06% | 0.06% | 35 | +778 | 0.99% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 77,919 | 3,458 | 0.01% | 0.0% | 36 | +40,980 | 110.94% | Q3 2026 | Oct 13, 2026 |
| SYON CAPITAL LLC | History | No change | 79,430 | 3,433 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherry Group, Inc. | History | New | 73,910 | 3,251 | 3.05% | — | 38 | +73,910 | New | Q3 2026 | Oct 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 72,902 | 3,207 | 0.01% | 0.01% | 39 | -4,246 | -5.5% | Q3 2026 | Nov 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 73,902 | 3,194 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 67,571 | 2,972 | 0.06% | 0.06% | 41 | +5,137 | 8.23% | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 66,493 | 2,874 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 61,614 | 2,663 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 60,872 | 2,649 | 0.95% | 0.95% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 59,228 | 2,560 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 57,959 | 2,549 | 0.27% | 0.18% | 46 | +18,130 | 45.52% | Q3 2026 | Oct 29, 2026 |
| IFS Advisors, LLC | History | New | 57,926 | 2,548 | 0.77% | — | 47 | +57,926 | New | Q3 2026 | Oct 14, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 56,213 | 2,472 | 0.21% | 0.23% | 48 | -1,848 | -3.18% | Q3 2026 | Oct 21, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 55,872 | 2,457 | 1.21% | 1.13% | 49 | -868 | -1.53% | Q3 2026 | Oct 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 50,500 | 2,221 | 0.57% | 0.58% | 50 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Added to | 48,604 | 2,138 | 0.04% | 0.04% | 51 | +3,311 | 7.31% | Q3 2026 | Oct 16, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 49,358 | 2,133 | 0.3% | 0.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 48,306 | 2,124 | 0.01% | 0.01% | 53 | +18,462 | 61.86% | Q3 2026 | Oct 16, 2026 |
| Ethos Financial Group, LLC | History | No change | 49,596 | 2,122 | 0.14% | 0.14% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 48,114 | 2,079 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 46,461 | 2,043 | 0.03% | 0.04% | 56 | -2,740 | -5.57% | Q3 2026 | Oct 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 45,390 | 1,996 | 0.44% | 0.44% | 57 | -26 | -0.06% | Q3 2026 | Oct 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 44,114 | 1,940 | 0.21% | 0.31% | 58 | -19,034 | -30.14% | Q3 2026 | Oct 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 43,949 | 1,933 | 0.02% | 0.02% | 59 | -1,523 | -3.35% | Q3 2026 | Oct 23, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 42,483 | 1,891 | 0.36% | 0.39% | 60 | -3,165 | -6.93% | Q3 2026 | Oct 09, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 42,804 | 1,882 | 0.4% | 0.4% | 61 | -220 | -0.51% | Q3 2026 | Oct 28, 2026 |
| COFG Advisors, LLC | History | No change | 40,731 | 1,760 | 0.3% | 0.3% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,747 | 1,718 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 38,805 | 1,707 | 0.01% | 0.01% | 64 | +10,800 | 38.56% | Q3 2026 | Oct 23, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 35,059 | 1,542 | 0.75% | 0.69% | 65 | +1,028 | 3.02% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 35,363 | 1,528 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 35,051 | 1,515 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 33,395 | 1,469 | 0.16% | 0.11% | 68 | +10,525 | 46.02% | Q3 2026 | Oct 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 32,993 | 1,426 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 31,800 | 1,398 | 0.64% | 0.64% | 70 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 31,532 | 1,387 | 0.95% | 1.05% | 71 | -1,384 | -4.2% | Q3 2026 | Oct 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 31,250 | 1,374 | 0.13% | 0.14% | 72 | +800 | 2.63% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,672 | 1,369 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 31,920 | 1,346 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPWealth LLP | History | No change | 30,176 | 1,304 | 0.19% | 0.19% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 30,057 | 1,299 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 28,919 | 1,272 | 1.05% | 1.03% | 77 | -228 | -0.78% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 28,903 | 1,271 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 29,249 | 1,264 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 27,951 | 1,241 | 0.27% | 0.27% | 80 | -939 | -3.25% | Q3 2026 | Oct 28, 2026 |
| BCS Wealth Management | History | Reduced | 28,073 | 1,234 | 0.22% | 0.22% | 81 | -228 | -0.81% | Q3 2026 | Nov 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 27,774 | 1,230 | 0.02% | 0.02% | 82 | -2,275 | -7.57% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 27,774 | 1,230 | 0.02% | 0.02% | 83 | -2,275 | -7.57% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 28,441 | 1,229 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nikulski Financial, Inc. | History | No change | 28,045 | 1,212 | 0.26% | 0.26% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 27,394 | 1,184 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 26,785 | 1,178 | 0.32% | 0.31% | 87 | -340 | -1.25% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 26,696 | 1,154 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 26,674 | 1,153 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 26,406 | 1,141 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 26,307 | 1,137 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | Reduced | 25,671 | 1,129 | 0.36% | 0.38% | 92 | -1,426 | -5.26% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 24,498 | 1,077 | 0.02% | 0.02% | 93 | -700 | -2.78% | Q3 2026 | Oct 26, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 24,839 | 1,073 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 24,149 | 1,043 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 23,297 | 1,024 | 0.03% | 0.03% | 96 | -1,069 | -4.39% | Q3 2026 | Oct 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 22,695 | 998 | 0.69% | 0.65% | 97 | -571 | -2.45% | Q3 2026 | Oct 23, 2026 |
| James T. Borello RIA | History | Added to | 21,686 | 953 | 0.2% | 0.19% | 98 | +806 | 3.86% | Q3 2026 | Oct 16, 2026 |
| Tradition Wealth Management, LLC | History | No change | 21,502 | 929 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,093 | 927 | 0.03% | 0.03% | 100 | -212 | -1.0% | Q3 2026 | Oct 14, 2026 |
| Trek Financial, LLC | History | Added to | 21,013 | 924 | 0.04% | 0.04% | 101 | +347 | 1.68% | Q3 2026 | Oct 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 20,664 | 909 | 0.26% | 0.26% | 102 | -435 | -2.06% | Q3 2026 | Oct 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 20,875 | 902 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diligent Investors, LLC | History | No change | 20,126 | 885 | 0.19% | 0.19% | 104 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 19,726 | 852 | 0.52% | 0.52% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,092 | 839 | 0.01% | 0.01% | 106 | -1,499 | -7.28% | Q3 2026 | Oct 08, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 18,977 | 834 | 0.49% | 0.49% | 107 | -658 | -3.35% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | No change | 18,530 | 815 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | Reduced | 18,451 | 811 | 0.02% | 0.02% | 109 | -457 | -2.42% | Q3 2026 | Oct 30, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,624 | 805 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 18,035 | 789 | 0.59% | 0.61% | 111 | -42 | -0.23% | Q3 2026 | Nov 02, 2026 |
| Advisory Advocates, LLC | History | No change | 18,006 | 778 | 0.67% | 0.67% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 16,886 | 751 | 0.04% | 0.04% | 113 | -50 | -0.3% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 16,444 | 723 | 0.35% | 0.38% | 115 | -1,040 | -5.95% | Q3 2026 | Oct 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 16,729 | 723 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 16,149 | 718 | 0.08% | 0.09% | 116 | -453 | -2.73% | Q3 2026 | Oct 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 15,212 | 669 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 14,490 | 637 | 0.14% | 0.15% | 118 | -69 | -0.47% | Q3 2026 | Oct 20, 2026 |
| FSA Advisors, Inc. | History | No change | 14,744 | 637 | 0.29% | 0.29% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 14,195 | 613 | 0.33% | 0.33% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 13,586 | 597 | 0.25% | 0.24% | 121 | +816 | 6.39% | Q3 2026 | Oct 13, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 13,585 | 587 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Capital Management LLC | History | No change | 13,370 | 577 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 12,770 | 561 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 12,396 | 535 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 12,081 | 531 | 0.05% | 0.06% | 126 | -2,814 | -18.89% | Q3 2026 | Oct 16, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 11,995 | 527 | 0.33% | 0.38% | 127 | -114 | -0.94% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,158 | 525 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 11,539 | 507 | 0.06% | 0.06% | 129 | +296 | 2.63% | Q3 2026 | Oct 29, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 11,461 | 504 | 0.45% | 0.39% | 130 | -48 | -0.42% | Q3 2026 | Oct 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,381 | 500 | 0.01% | 0.01% | 131 | -2,000 | -14.95% | Q3 2026 | Oct 28, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 11,324 | 498 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,100 | 479 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,049 | 477 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 10,557 | 456 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 9,979 | 431 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 9,362 | 411 | 0.22% | 0.27% | 137 | -634 | -6.34% | Q3 2026 | Nov 04, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,300 | 409 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 8,877 | 390 | 0.03% | 0.03% | 139 | -215 | -2.36% | Q3 2026 | Oct 08, 2026 |
| Crown Wealth Group, LLC | History | New | 8,854 | 389 | 0.1% | — | 141 | +8,854 | New | Q3 2026 | Oct 19, 2026 |
| Odyssey Group, LLC | History | No change | 9,000 | 389 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,974 | 387 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8,955 | 387 | 0.16% | 0.16% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 8,905 | 384 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,640 | 373 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 8,370 | 361 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,187 | 360 | 0.01% | 0.01% | 147 | +2,966 | 56.81% | Q3 2026 | Oct 23, 2026 |
| Capital Analysts, LLC | History | No change | 8,288 | 359 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Faithward Advisors, LLC | History | No change | 7,764 | 335 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 7,530 | 331 | 0.15% | 0.16% | 150 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,500 | 329 | 0.01% | — | 151 | +7,500 | New | Q3 2026 | Oct 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 7,160 | 314 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Jacobi Capital Management LLC | History | No change | 7,260 | 313 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TrustBank | History | Added to | 7,025 | 309 | 0.1% | 0.09% | 154 | +700 | 11.07% | Q3 2026 | Oct 20, 2026 |
| Lido Advisors, LLC | History | New | 6,458 | 284 | 0.0% | — | 156 | +6,458 | New | Q3 2026 | Nov 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 6,588 | 284 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | Added to | 6,414 | 282 | 0.12% | 0.1% | 157 | +1,155 | 21.96% | Q3 2026 | Oct 19, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 6,339 | 278 | 0.06% | 0.08% | 158 | -165 | -2.54% | Q3 2026 | Oct 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,350 | 274 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | No change | 6,360 | 274 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 6,246 | 270 | 0.1% | 0.1% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,118 | 269 | 0.02% | — | 162 | +6,118 | New | Q3 2026 | Oct 27, 2026 |
| Firestone Capital Management | History | No change | 6,005 | 264 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 5,739 | 252 | 0.01% | 0.01% | 164 | -3,643 | -38.83% | Q3 2026 | Oct 21, 2026 |
| CHOREO, LLC | History | New | 5,719 | 251 | 0.0% | — | 165 | +5,719 | New | Q3 2026 | Oct 28, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 5,670 | 249 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Straight Path Wealth Management | History | No change | 5,354 | 235 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sigma Planning Corp | History | Reduced | 5,329 | 234 | 0.01% | 0.01% | 168 | -600 | -10.12% | Q3 2026 | Oct 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,276 | 232 | 0.01% | 0.01% | 170 | -94 | -1.75% | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,295 | 232 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 5,344 | 231 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,249 | 230 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 5,178 | 227 | 0.02% | 0.02% | 173 | -1 | -0.02% | Q3 2026 | Oct 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,238 | 226 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,200 | 224 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,175 | 223 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signet Private Wealth LLC | History | No change | 5,098 | 220 | 0.18% | 0.18% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Occidental Asset Management, LLC | History | New | 4,917 | 216 | 0.02% | — | 178 | +4,917 | New | Q3 2026 | Nov 05, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 4,855 | 213 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rothschild Wealth LLC | History | No change | 4,936 | 213 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | New | 4,742 | 208 | 0.0% | — | 181 | +4,742 | New | Q3 2026 | Nov 02, 2026 |
| Helium Advisors LLC | History | No change | 4,650 | 204 | 0.18% | 0.17% | 182 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 4,638 | 200 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,343 | 191 | 0.08% | 0.08% | 184 | -5 | -0.11% | Q3 2026 | Nov 04, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,655 | 158 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,450 | 149 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,802 | 123 | 0.12% | 0.07% | 187 | +1,157 | 70.33% | Q3 2026 | Oct 27, 2026 |
| PlanVest Financial, Inc | History | No change | 2,583 | 111 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | No change | 2,180 | 95 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,100 | 92 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,940 | 83 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,732 | 76 | 0.0% | 0.0% | 192 | +1,158 | 201.74% | Q3 2026 | Oct 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,738 | 75 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 1,432 | 61 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balance Wealth Partners LLC | History | New | 1,153 | 50 | 0.01% | — | 196 | +1,153 | New | Q3 2026 | Oct 27, 2026 |
| LANARK FINANCIAL, INC. | History | New | 1,150 | 50 | 0.0% | — | 195 | +1,150 | New | Q3 2026 | Oct 26, 2026 |
| RED REEF ADVISORS LLC | History | No change | 1,151 | 49 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 985 | 43 | 0.02% | 0.02% | 198 | -45 | -4.37% | Q3 2026 | Nov 02, 2026 |
| Bernard Wealth Management Corp. | History | No change | 840 | 36 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 397 | 17 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 272 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 240 | 10 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 230 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -22,399 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,745 | -100.0% | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,600 | -100.0% | Q3 2026 | Oct 15, 2026 |