Innovator ETFs Trust - PMAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,732,025 | 77,282 | 0.03% | 0.03% | 1 | -9,833 | -0.56% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,535,368 | 73,344 | 0.56% | 0.77% | 2 | +64,178 | 4.36% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 751,815 | 35,913 | 0.04% | 0.04% | 3 | +70,439 | 10.34% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 706,660 | 33,757 | 0.34% | 0.07% | 4 | +563,109 | 392.27% | Q2 2026 | Jul 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 673,835 | 32,188 | 5.64% | 5.93% | 5 | -7,955 | -1.17% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Wealth | History | Reduced | 579,545 | 27,684 | 0.03% | 0.03% | 6 | -68,663 | -10.59% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 310,087 | 14,812 | 0.01% | 0.01% | 7 | +50,416 | 19.42% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 301,246 | 14,390 | 0.02% | 0.02% | 8 | -64,265 | -17.58% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 263,206 | 12,573 | 0.0% | 0.0% | 9 | +3,728 | 1.44% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 215,899 | 10,313 | 0.0% | 0.0% | 10 | -7,709 | -3.45% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 193,629 | 9,249 | 0.03% | 0.04% | 11 | -61,870 | -24.22% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 174,811 | 8,350 | 0.01% | 0.01% | 12 | +4,909 | 2.89% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 149,462 | 7,139 | 0.21% | 0.21% | 13 | +7,975 | 5.64% | Q2 2026 | Jul 06, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 129,657 | 6,193 | 0.92% | 0.98% | 14 | -171 | -0.13% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 126,283 | 6,032 | 0.01% | 0.01% | 15 | -1,371 | -1.07% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 126,190 | 6,028 | 0.03% | 0.03% | 16 | -1,015 | -0.8% | Q2 2026 | Aug 18, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 122,750 | 5,863 | 2.73% | 2.98% | 17 | -57 | -0.05% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,908 | 5,441 | 0.0% | 0.0% | 18 | -3,947 | -3.35% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 107,812 | 5,150 | 0.01% | 0.01% | 19 | +28,379 | 35.73% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 98,753 | 4,717 | 0.01% | 0.01% | 20 | -24,193 | -19.68% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 92,963 | 4,472 | 2.26% | 2.45% | 21 | -275 | -0.29% | Q2 2026 | Jul 29, 2026 |
| Diligent Investors, LLC | History | Added to | 91,646 | 4,377 | 0.97% | 1.0% | 22 | +870 | 0.96% | Q2 2026 | Jul 24, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 91,510 | 4,371 | 0.49% | 0.53% | 23 | +408 | 0.45% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 87,341 | 4,172 | 0.02% | 0.02% | 24 | -7,896 | -8.29% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 87,119 | 4,161 | 0.35% | 0.38% | 25 | -122 | -0.14% | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 86,672 | 4,140 | 0.1% | 0.07% | 26 | +26,104 | 43.1% | Q2 2026 | Aug 11, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 82,385 | 3,935 | 3.22% | 3.62% | 27 | -4,335 | -5.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 79,385 | 3,792 | 0.5% | 0.58% | 28 | -1,203 | -1.49% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 78,325 | 3,741 | 0.0% | 0.01% | 29 | -1,099 | -1.38% | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 77,628 | 3,708 | 1.59% | 1.63% | 30 | -250 | -0.32% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | New | 70,159 | 3,355 | 0.06% | — | 32 | +70,159 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 70,159 | 3,355 | 0.06% | 0.06% | 31 | -968 | -1.36% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,142 | 3,302 | 0.0% | 0.0% | 33 | +40,572 | 142.01% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 69,129 | 3,302 | 0.03% | 0.03% | 34 | -3,957 | -5.41% | Q2 2026 | Aug 06, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 64,995 | 3,104 | 2.3% | 2.83% | 36 | -716 | -1.09% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Reduced | 64,991 | 3,104 | 0.01% | 0.02% | 35 | -649 | -0.99% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 64,559 | 3,083 | 0.03% | 0.03% | 37 | +34 | 0.05% | Q2 2026 | Aug 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 62,544 | 2,987 | 0.42% | 0.41% | 38 | +5,381 | 9.41% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 60,222 | 2,876 | 0.33% | 0.35% | 39 | -230 | -0.38% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 59,764 | 2,854 | 0.01% | 0.01% | 40 | +10,059 | 20.24% | Q2 2026 | Aug 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 59,533 | 2,843 | 0.68% | 0.76% | 41 | -3,100 | -4.95% | Q2 2026 | Jul 15, 2026 |
| WPWealth LLP | History | No change | 59,279 | 2,831 | 0.42% | 0.4% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 58,218 | 2,781 | 0.74% | 0.75% | 43 | +115 | 0.2% | Q2 2026 | Aug 20, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 57,688 | 2,773 | 1.0% | 1.04% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 56,772 | 2,711 | 0.05% | 0.05% | 45 | -4,390 | -7.18% | Q2 2026 | Aug 10, 2026 |
| BCS Wealth Management | History | Reduced | 56,372 | 2,692 | 0.48% | 0.52% | 46 | -405 | -0.71% | Q2 2026 | Jul 16, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 55,931 | 2,672 | 0.58% | 0.71% | 47 | -5 | -0.01% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,076 | 2,440 | 0.0% | 0.01% | 48 | +1,657 | 3.35% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 50,449 | 2,409 | 0.01% | 0.01% | 49 | -58 | -0.11% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 49,024 | 2,341 | 0.07% | 0.08% | 50 | -1,511 | -2.99% | Q2 2026 | Jul 15, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 43,200 | 2,063 | 0.95% | 1.02% | 51 | -707 | -1.61% | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 38,068 | 1,818 | 0.23% | 0.25% | 52 | -376 | -0.98% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 37,976 | 1,814 | 0.02% | 0.02% | 53 | +1,005 | 2.72% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Added to | 36,275 | 1,732 | 0.63% | 0.61% | 54 | +4,962 | 15.85% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 36,134 | 1,726 | 0.01% | 0.01% | 55 | -6,941 | -16.11% | Q2 2026 | Aug 03, 2026 |
| GenTrust, LLC | History | No change | 35,815 | 1,710 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 35,729 | 1,706 | 1.1% | 2.74% | 57 | -53,913 | -60.14% | Q2 2026 | Jul 24, 2026 |
| Blue Water Asset Management | History | Added to | 35,319 | 1,687 | 0.54% | 0.54% | 58 | +267 | 0.76% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | No change | 34,968 | 1,670 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 34,630 | 1,654 | 0.11% | 0.12% | 60 | -2,766 | -7.4% | Q2 2026 | Aug 07, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 34,187 | 1,633 | 0.3% | 0.33% | 61 | -100 | -0.29% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,883 | 1,618 | 0.02% | 0.01% | 62 | +23,528 | 227.21% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,467 | 1,608 | 0.0% | 0.0% | 63 | +2,032 | 6.46% | Q2 2026 | Jul 15, 2026 |
| Weaver Capital Management LLC | History | No change | 35,643 | 1,590 | 0.35% | 0.34% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 32,746 | 1,564 | 0.16% | 0.16% | 65 | -29,820 | -47.66% | Q2 2026 | Jul 16, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 32,186 | 1,537 | 0.56% | 0.62% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 31,972 | 1,527 | 0.03% | 0.03% | 67 | -215 | -0.67% | Q2 2026 | Aug 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 30,285 | 1,446 | 0.89% | 0.94% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 30,131 | 1,439 | 0.05% | 0.04% | 69 | +5,440 | 22.03% | Q2 2026 | Jul 31, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 29,857 | 1,426 | 0.28% | 0.32% | 70 | -3,200 | -9.68% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 29,611 | 1,414 | 0.0% | 0.0% | 71 | -991 | -3.24% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | Reduced | 29,079 | 1,389 | 0.07% | 0.07% | 72 | -672 | -2.26% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 29,013 | 1,385 | 0.03% | 0.03% | 73 | -1,075 | -3.57% | Q2 2026 | Jul 20, 2026 |
| Vantage Point Financial LLC | History | No change | 28,625 | 1,367 | 0.42% | 0.45% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 28,581 | 1,365 | 0.01% | 0.01% | 75 | -166 | -0.58% | Q2 2026 | Jul 17, 2026 |
| COFG Advisors, LLC | History | No change | 28,561 | 1,364 | 0.24% | 0.32% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 27,829 | 1,329 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 26,937 | 1,286 | 0.59% | 0.66% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | Reduced | 26,860 | 1,282 | 0.14% | 0.15% | 79 | -300 | -1.1% | Q2 2026 | Jul 10, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 25,793 | 1,232 | 0.12% | 0.19% | 80 | -10,059 | -28.06% | Q2 2026 | Jul 31, 2026 |
| LifeWealth Investments, LLC | History | No change | 25,205 | 1,204 | 0.32% | 0.34% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TrustBank | History | Reduced | 24,150 | 1,153 | 0.39% | 0.42% | 82 | -325 | -1.33% | Q2 2026 | Jul 20, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 23,825 | 1,138 | 0.1% | — | 83 | +23,825 | New | Q2 2026 | Jul 07, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 23,768 | 1,135 | 0.13% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,703 | 1,132 | 0.0% | — | 85 | +23,703 | New | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | No change | 22,528 | 1,076 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 23,825 | 1,063 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FSA Advisors, Inc. | History | Reduced | 21,709 | 1,037 | 0.48% | 0.66% | 88 | -699 | -3.12% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 20,189 | 964 | 0.06% | 0.08% | 89 | -5,394 | -21.08% | Q2 2026 | Jul 27, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 20,187 | 964 | 0.29% | 0.36% | 90 | -2,061 | -9.26% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 20,161 | 963 | 0.0% | — | 91 | +20,161 | New | Q2 2026 | Aug 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 20,083 | 959 | 0.53% | 0.58% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 19,185 | 916 | 0.53% | 0.59% | 93 | -1,188 | -5.83% | Q2 2026 | Jul 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,877 | 901 | 0.02% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 18,636 | 890 | 0.01% | 0.01% | 95 | +9,194 | 97.37% | Q2 2026 | Aug 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 17,523 | 837 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 17,277 | 825 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 16,615 | 793 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,491 | 787 | 0.0% | 0.01% | 99 | -1,044 | -5.95% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,409 | 783 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Straight Path Wealth Management | History | Reduced | 16,374 | 782 | 0.18% | 0.2% | 101 | -3 | -0.02% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,253 | 776 | 0.04% | 0.04% | 102 | -117 | -0.71% | Q2 2026 | Jul 23, 2026 |
| Orion Capital Management LLC | History | No change | 16,261 | 776 | 0.24% | 0.25% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,762 | 752 | 0.0% | 0.0% | 104 | -753 | -4.56% | Q2 2026 | Aug 19, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 15,230 | 727 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | No change | 14,997 | 720 | 0.32% | 0.32% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 14,867 | 710 | 0.3% | 0.29% | 107 | +1,287 | 9.48% | Q2 2026 | Aug 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,380 | 639 | 0.01% | 0.01% | 108 | -617 | -4.41% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,323 | 636 | 0.02% | 0.03% | 109 | -335 | -2.45% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | Added to | 13,007 | 621 | 0.01% | 0.01% | 110 | +3,003 | 30.02% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,742 | 608 | 0.02% | 0.02% | 111 | -2 | -0.02% | Q2 2026 | Jul 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 12,611 | 602 | 0.47% | 0.52% | 112 | -600 | -4.54% | Q2 2026 | Jul 24, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 12,506 | 597 | 0.14% | 0.16% | 113 | -128 | -1.01% | Q2 2026 | Aug 13, 2026 |
| Triton Financial Group Inc | History | Reduced | 12,192 | 582 | 0.34% | 1.16% | 114 | -2,736 | -18.33% | Q2 2026 | Aug 17, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 12,005 | 573 | 0.07% | 0.07% | 115 | +1,406 | 13.27% | Q2 2026 | Jul 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,991 | 572 | 0.01% | 0.01% | 116 | -74 | -0.61% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 12,154 | 564 | 0.01% | 0.01% | 117 | -128 | -1.04% | Q2 2026 | Aug 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 11,700 | 558 | 0.07% | 0.08% | 118 | +100 | 0.86% | Q2 2026 | Jul 24, 2026 |
| Weaver Consulting Group | History | No change | 11,460 | 547 | 0.11% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,247 | 537 | 0.03% | 0.05% | 120 | -5,470 | -32.72% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10,994 | 525 | 0.15% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 10,745 | 513 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | Reduced | 10,429 | 498 | 0.04% | 0.05% | 123 | -643 | -5.81% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 10,440 | 498 | 0.23% | 0.23% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 10,115 | 483 | 0.0% | 0.01% | 125 | -2,380 | -19.05% | Q2 2026 | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 10,072 | 481 | 0.05% | — | 126 | +10,072 | New | Q2 2026 | Jul 31, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 10,039 | 479 | 0.22% | 0.27% | 127 | -1,774 | -15.02% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | Added to | 9,648 | 460 | 0.0% | 0.01% | 128 | +917 | 10.5% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,324 | 445 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,279 | 442 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,256 | 442 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | No change | 9,182 | 438 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 9,187 | 438 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,952 | 427 | 0.01% | 0.02% | 134 | -1,575 | -14.96% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,696 | 415 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 8,354 | 399 | 0.02% | 0.04% | 136 | -3,846 | -31.52% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | No change | 8,287 | 395 | 0.07% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | No change | 8,202 | 391 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 8,165 | 390 | 0.19% | 0.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 7,982 | 381 | 0.25% | 0.17% | 141 | +1,612 | 25.31% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,994 | 381 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,962 | 380 | 0.05% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 7,460 | 356 | 0.1% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,434 | 355 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,996 | 334 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 6,960 | 332 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,959 | 331 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 6,937 | 331 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 6,927 | 330 | 0.03% | 0.04% | 149 | -434 | -5.9% | Q2 2026 | Jul 29, 2026 |
| Lotus Asset Management LLC | History | New | 6,877 | 328 | 0.29% | — | 150 | +6,877 | New | Q2 2026 | Sep 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,863 | 327 | 0.02% | 0.03% | 151 | -321 | -4.47% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,800 | 324 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First City Capital Management, Inc. | History | No change | 6,750 | 322 | 0.16% | 0.16% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,720 | 321 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,670 | 318 | 0.02% | 0.02% | 155 | -133 | -1.96% | Q2 2026 | Jul 08, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 6,657 | 318 | 0.21% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,440 | 307 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rothschild Wealth LLC | History | No change | 6,360 | 303 | 0.02% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 6,333 | 302 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,252 | 298 | 0.0% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 6,196 | 295 | 0.23% | 0.52% | 162 | -6,704 | -51.97% | Q2 2026 | Jul 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 6,193 | 295 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,120 | 292 | 0.01% | — | 163 | +6,120 | New | Q2 2026 | Jul 21, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 6,105 | 291 | 0.29% | 0.19% | 164 | -1,779 | -22.56% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,961 | 284 | 0.0% | — | 165 | +5,961 | New | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,809 | 277 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Talon Private Wealth, LLC | History | New | 5,770 | 275 | 0.03% | — | 167 | +5,770 | New | Q2 2026 | Sep 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,700 | 272 | 0.01% | 0.0% | 168 | +2,850 | 100.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,619 | 268 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 5,560 | 265 | 0.02% | 0.02% | 170 | +947 | 20.53% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,489 | 262 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestment Financial LLC | History | No change | 5,460 | 261 | 0.12% | 0.12% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,367 | 256 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,325 | 254 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 5,274 | 252 | 0.11% | 0.13% | 175 | -104 | -1.93% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,199 | 248 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 5,414 | 241 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | No change | 5,044 | 240 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 4,996 | 238 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 4,981 | 237 | 0.17% | 0.25% | 180 | -1,715 | -25.61% | Q2 2026 | Jul 21, 2026 |
| Grantvest Financial Group LLC | History | New | 4,947 | 236 | 0.14% | — | 182 | +4,947 | New | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 4,946 | 236 | 0.24% | 0.21% | 181 | +428 | 9.47% | Q2 2026 | Jul 29, 2026 |
| Faithward Advisors, LLC | History | New | 4,883 | 233 | 0.03% | — | 184 | +4,883 | New | Q2 2026 | Aug 12, 2026 |
| FC Advisory LLC | History | No change | 4,887 | 233 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,674 | 223 | 0.01% | 0.01% | 185 | -681 | -12.72% | Q2 2026 | Jul 31, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,635 | 221 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 4,622 | 220 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 4,500 | 214 | 0.08% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,298 | 209 | 0.01% | — | 189 | +4,298 | New | Q2 2026 | Aug 14, 2026 |
| Compass Advisory Group LLC | History | New | 4,354 | 207 | 0.05% | — | 190 | +4,354 | New | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 4,285 | 204 | 0.04% | — | 191 | +4,285 | New | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,159 | 198 | 0.0% | 0.02% | 192 | -81,632 | -95.15% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,676 | 164 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,404 | 162 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,950 | 140 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,770 | 132 | 0.05% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 2,349 | 112 | 0.06% | 0.07% | 197 | -410 | -14.86% | Q2 2026 | Sep 11, 2026 |
| JDM Financial Group LLC | History | No change | 2,339 | 111 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,825 | 87 | 0.01% | 0.01% | 199 | -1 | -0.05% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,658 | 79 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,572 | 75 | 0.04% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFS Partners, LLC | History | No change | 1,329 | 63 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 1,212 | 58 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 1,120 | 53 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,094 | 52 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullock Wealth Management Group | History | No change | 1,096 | 52 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Noble Wealth Management PBC | History | Reduced | 950 | 45 | 0.02% | 0.03% | 207 | -200 | -17.39% | Q2 2026 | Jul 01, 2026 |
| CNB Bank | History | No change | 899 | 42 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 38 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 801 | 35 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | New | 593 | 28 | 0.0% | — | 211 | +593 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 543 | 25 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 401 | 19 | 0.0% | — | 213 | +401 | New | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | No change | 385 | 18 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bernard Wealth Management Corp. | History | No change | 319 | 15 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Oakmont Advisory Group, LLC | History | New | 192 | 9 | 0.01% | — | 216 | +192 | New | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 182 | 8 | 0.0% | — | 217 | +182 | New | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 76 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -35,052 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,115 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,707 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,470 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,225 | -100.0% | Q2 2026 | Jul 10, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,581 | -100.0% | Q2 2026 | Aug 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,766 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,990 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -783 | -100.0% | Q2 2026 | Aug 10, 2026 |