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 | Added to | 1,741,858 | 78,282 | 0.03% | 0.02% | 1 | +176,863 | 11.3% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,471,190 | 65,644 | 0.77% | 0.74% | 2 | +83,268 | 6.0% | Q1 2026 | May 11, 2026 |
| Southland Equity Partners LLC | History | Reduced | 681,790 | 30,421 | 5.93% | 6.37% | 3 | -35,838 | -4.99% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 681,376 | 30,402 | 0.04% | 0.05% | 4 | -31,443 | -4.41% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 648,208 | 28,923 | 0.03% | 0.03% | 5 | +73,088 | 12.71% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 365,511 | 16,309 | 0.02% | 0.02% | 6 | +59,941 | 19.62% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 259,671 | 11,586 | 0.01% | 0.01% | 7 | +3,535 | 1.38% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 259,478 | 11,577 | 0.0% | 0.0% | 8 | +49,627 | 23.65% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 255,499 | 11,400 | 0.04% | 0.03% | 9 | +73,627 | 40.48% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 223,608 | 9,977 | 0.0% | 0.0% | 10 | +20,358 | 10.02% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 169,902 | 7,581 | 0.01% | 0.01% | 11 | +30,746 | 22.09% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 143,551 | 6,405 | 0.07% | 0.07% | 12 | +4,797 | 3.46% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 141,487 | 6,313 | 0.21% | 0.2% | 13 | +15,473 | 12.28% | Q1 2026 | Apr 07, 2026 |
| Bellwether Advisors, LLC | History | Added to | 129,828 | 5,792 | 0.98% | 0.75% | 14 | +25,735 | 24.72% | Q1 2026 | May 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 122,807 | 5,752 | 2.98% | 2.64% | 15 | +32,655 | 36.22% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 127,654 | 5,695 | 0.01% | 0.01% | 16 | +11,413 | 9.82% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 127,205 | 5,675 | 0.03% | 0.02% | 17 | +59,703 | 88.45% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 122,946 | 5,486 | 0.01% | 0.01% | 18 | +18,049 | 17.21% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 117,855 | 5,258 | 0.0% | 0.0% | 19 | +40,793 | 52.94% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 93,238 | 4,347 | 2.45% | — | 20 | +93,238 | New | Q1 2026 | May 19, 2026 |
| Cresset Asset Management, LLC | History | Added to | 95,237 | 4,249 | 0.02% | 0.02% | 21 | +13,226 | 16.13% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 91,102 | 4,064 | 0.53% | 0.48% | 22 | +11,068 | 13.83% | Q1 2026 | Apr 20, 2026 |
| Diligent Investors, LLC | History | Added to | 90,776 | 4,050 | 1.0% | 0.99% | 23 | +1,365 | 1.53% | Q1 2026 | Apr 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 89,642 | 3,999 | 2.74% | — | 24 | +89,642 | New | Q1 2026 | Apr 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 87,241 | 3,892 | 0.38% | 0.37% | 25 | +3,569 | 4.27% | Q1 2026 | May 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 86,720 | 3,869 | 3.62% | 3.58% | 26 | -1,010 | -1.15% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 85,791 | 3,827 | 0.02% | 0.0% | 27 | +81,503 | 1900.72% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 80,588 | 3,595 | 0.58% | 0.54% | 28 | -8,372 | -9.41% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 79,433 | 3,544 | 0.01% | 0.0% | 29 | +43,538 | 121.29% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 79,424 | 3,543 | 0.01% | 0.0% | 30 | +51,391 | 183.32% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 71,127 | 3,315 | 0.06% | — | 31 | +71,127 | New | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 73,086 | 3,261 | 0.03% | 0.03% | 32 | +8,687 | 13.49% | Q1 2026 | May 08, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 65,711 | 2,947 | 2.83% | 1.79% | 33 | +23,875 | 57.07% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 65,640 | 2,928 | 0.02% | 0.02% | 34 | -2,604 | -3.82% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 64,525 | 2,879 | 0.03% | 0.03% | 35 | +8,603 | 15.38% | Q1 2026 | May 01, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 62,633 | 2,794 | 0.76% | 0.72% | 36 | -2,635 | -4.04% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 62,566 | 2,791 | 0.16% | 0.16% | 37 | +32,658 | 109.19% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 61,162 | 2,729 | 0.05% | 0.05% | 38 | -711 | -1.15% | Q1 2026 | May 01, 2026 |
| Advisory Alpha, LLC | History | Added to | 60,568 | 2,702 | 0.07% | 0.02% | 39 | +42,786 | 240.61% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 60,452 | 2,697 | 0.35% | 0.31% | 40 | +8,060 | 15.38% | Q1 2026 | Apr 09, 2026 |
| WPWealth LLP | History | Added to | 59,279 | 2,645 | 0.4% | 0.33% | 41 | +12,560 | 26.88% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 58,103 | 2,592 | 0.75% | 0.79% | 42 | +485 | 0.84% | Q1 2026 | Apr 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 57,688 | 2,574 | 1.04% | 1.11% | 43 | -13 | -0.02% | Q1 2026 | May 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 57,163 | 2,550 | 0.41% | 0.33% | 44 | +12,138 | 26.96% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 56,777 | 2,533 | 0.52% | 0.52% | 45 | -58,149 | -50.6% | Q1 2026 | Apr 17, 2026 |
| Global Assets Advisory, LLC | History | Added to | 55,936 | 2,495 | 0.71% | 0.63% | 46 | +6,740 | 13.7% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 50,535 | 2,254 | 0.08% | 0.08% | 47 | +153 | 0.3% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 50,507 | 2,253 | 0.01% | 0.01% | 48 | -2,848 | -5.34% | Q1 2026 | Jun 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 49,705 | 2,217 | 0.01% | 0.01% | 49 | -3,116 | -5.9% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,419 | 2,205 | 0.01% | 0.01% | 50 | +547 | 1.12% | Q1 2026 | Apr 22, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 43,907 | 1,959 | 1.02% | 0.55% | 51 | +19,462 | 79.62% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 43,075 | 1,922 | 0.01% | 0.01% | 52 | +16,806 | 63.98% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 38,444 | 1,715 | 0.25% | 0.24% | 53 | +1,622 | 4.4% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 37,396 | 1,680 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 36,971 | 1,649 | 0.02% | 0.02% | 55 | +3,736 | 11.24% | Q1 2026 | May 11, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 35,852 | 1,599 | 0.19% | 0.14% | 56 | +7,804 | 27.82% | Q1 2026 | May 06, 2026 |
| GenTrust, LLC | History | No change | 35,815 | 1,598 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Weaver Capital Management LLC | History | Added to | 35,643 | 1,590 | 0.34% | 0.32% | 58 | +1,482 | 4.34% | Q1 2026 | Apr 17, 2026 |
| LeClair Wealth Partners LLC | History | New | 35,052 | 1,564 | 0.54% | — | 60 | +35,052 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 35,052 | 1,564 | 0.54% | 0.18% | 59 | +24,082 | 219.53% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | No change | 34,968 | 1,560 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | New | 34,287 | 1,529 | 0.33% | — | 62 | +34,287 | New | Q1 2026 | May 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 33,057 | 1,483 | 0.32% | 0.32% | 63 | -44 | -0.13% | Q1 2026 | Apr 08, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 32,186 | 1,436 | 0.62% | 0.69% | 65 | -1,605 | -4.75% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 32,187 | 1,436 | 0.03% | 0.03% | 64 | +836 | 2.67% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,435 | 1,411 | 0.0% | 0.0% | 66 | -3,496 | -10.01% | Q1 2026 | Apr 08, 2026 |
| Chris Bulman Inc | History | Added to | 31,313 | 1,397 | 0.61% | 0.56% | 67 | +2,970 | 10.48% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,602 | 1,365 | 0.0% | 0.0% | 68 | +14,045 | 84.83% | Q1 2026 | May 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 30,285 | 1,351 | 0.94% | 0.93% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 30,088 | 1,342 | 0.03% | 0.04% | 70 | -12,586 | -29.49% | Q1 2026 | Apr 13, 2026 |
| Trek Financial, LLC | History | Reduced | 29,751 | 1,327 | 0.07% | 0.09% | 71 | -3,274 | -9.91% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,747 | 1,286 | 0.01% | 0.01% | 72 | +6,253 | 27.8% | Q1 2026 | Apr 07, 2026 |
| Vantage Point Financial LLC | History | New | 28,625 | 1,277 | 0.45% | — | 73 | +28,625 | New | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,570 | 1,274 | 0.0% | 0.0% | 74 | +16,403 | 134.82% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 28,561 | 1,274 | 0.32% | 0.25% | 75 | +6,322 | 28.43% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | New | 27,829 | 1,241 | 0.03% | — | 76 | +27,829 | New | Q1 2026 | May 12, 2026 |
| CITY HOLDING CO | History | Reduced | 27,160 | 1,211 | 0.15% | 0.15% | 77 | -157 | -0.57% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 27,115 | 1,209 | 0.0% | 0.0% | 78 | +12,064 | 80.15% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 26,937 | 1,201 | 0.66% | 0.62% | 79 | +4,901 | 22.24% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 25,583 | 1,186 | 0.08% | 0.09% | 80 | -3,219 | -11.18% | Q1 2026 | Apr 22, 2026 |
| LifeWealth Investments, LLC | History | No change | 25,205 | 1,124 | 0.34% | 0.36% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 24,691 | 1,101 | 0.04% | 0.03% | 82 | +7,026 | 39.77% | Q1 2026 | Apr 28, 2026 |
| TrustBank | History | No change | 24,475 | 1,092 | 0.42% | 0.46% | 83 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 23,825 | 1,063 | 0.1% | — | 84 | +23,825 | New | Q1 2026 | Apr 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 23,768 | 1,060 | 0.14% | 0.11% | 85 | +5,420 | 29.54% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 23,707 | 1,057 | 0.02% | 0.01% | 86 | +13,523 | 132.79% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 22,528 | 1,005 | 0.01% | 0.01% | 87 | +4,715 | 26.47% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Added to | 22,408 | 999 | 0.66% | 0.68% | 88 | +496 | 2.26% | Q1 2026 | May 06, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 22,248 | 992 | 0.36% | 0.27% | 89 | +3,774 | 20.43% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 20,373 | 909 | 0.59% | 0.62% | 90 | -1,636 | -7.43% | Q1 2026 | Apr 21, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 20,083 | 896 | 0.58% | — | 91 | +20,083 | New | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,877 | 842 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,470 | 824 | 0.0% | — | 93 | +18,470 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,535 | 782 | 0.01% | 0.01% | 94 | +1,638 | 10.3% | Q1 2026 | Apr 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 17,523 | 781 | 0.04% | — | 95 | +17,523 | New | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 17,277 | 770 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,717 | 745 | 0.05% | 0.05% | 97 | +508 | 3.13% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,615 | 741 | 0.01% | 0.01% | 98 | -374 | -2.2% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,515 | 736 | 0.0% | 0.0% | 99 | -44,038 | -72.73% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,409 | 732 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,370 | 730 | 0.04% | 0.01% | 101 | +10,875 | 197.91% | Q1 2026 | Apr 15, 2026 |
| Straight Path Wealth Management | History | Reduced | 16,377 | 730 | 0.2% | 0.21% | 102 | -775 | -4.52% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 16,261 | 725 | 0.25% | 0.24% | 103 | +596 | 3.8% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | New | 14,997 | 700 | 0.32% | — | 104 | +14,997 | New | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,230 | 679 | 0.04% | 0.03% | 105 | -184 | -1.19% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 15,225 | 679 | 0.09% | 0.1% | 106 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triton Financial Group Inc | History | New | 14,928 | 666 | 1.16% | — | 107 | +14,928 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,997 | 624 | 0.01% | 0.01% | 108 | -395 | -2.74% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,658 | 609 | 0.03% | 0.02% | 109 | +4,247 | 45.13% | Q1 2026 | May 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 13,580 | 605 | 0.29% | 0.24% | 110 | +1,267 | 10.29% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 13,211 | 589 | 0.52% | 0.55% | 111 | -427 | -3.13% | Q1 2026 | May 06, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 12,900 | 575 | 0.52% | 0.27% | 112 | +7,337 | 131.89% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 12,744 | 568 | 0.02% | — | 113 | +12,744 | New | Q1 2026 | Apr 08, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 12,634 | 563 | 0.16% | 0.16% | 114 | -81 | -0.64% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 12,581 | 561 | 0.12% | — | 115 | +12,581 | New | Q1 2026 | May 05, 2026 |
| Phoenix Financial Ltd. | History | Added to | 12,495 | 557 | 0.01% | 0.01% | 116 | +1,560 | 14.27% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 12,282 | 548 | 0.01% | 0.0% | 117 | +5,530 | 81.9% | Q1 2026 | Apr 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 12,200 | 544 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,065 | 538 | 0.01% | 0.01% | 119 | -72 | -0.59% | Q1 2026 | May 01, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 11,813 | 527 | 0.27% | — | 120 | +11,813 | New | Q1 2026 | Apr 20, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 11,600 | 517 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Weaver Consulting Group | History | Added to | 11,460 | 511 | 0.12% | 0.1% | 122 | +2,661 | 30.24% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 11,072 | 494 | 0.05% | 0.05% | 123 | +153 | 1.4% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 10,994 | 490 | 0.16% | 0.16% | 124 | +276 | 2.58% | Q1 2026 | Apr 09, 2026 |
| Jacobi Capital Management LLC | History | No change | 10,745 | 479 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 10,599 | 472 | 0.07% | 0.05% | 126 | +2,695 | 34.1% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,527 | 469 | 0.02% | 0.01% | 127 | +2,842 | 36.98% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 10,440 | 465 | 0.23% | 0.27% | 128 | -1,560 | -13.0% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,355 | 462 | 0.01% | 0.01% | 129 | +2,183 | 26.71% | Q1 2026 | May 18, 2026 |
| Dakota Wealth Management | History | New | 10,004 | 446 | 0.01% | — | 130 | +10,004 | New | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 9,279 | 432 | 0.01% | 0.01% | 131 | -2,853 | -23.52% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 9,442 | 421 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,324 | 416 | 0.0% | 0.0% | 133 | -461 | -4.71% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,256 | 413 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,182 | 409 | 0.02% | 0.02% | 135 | +335 | 3.79% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | No change | 9,187 | 409 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 8,731 | 389 | 0.01% | 0.01% | 137 | +1,229 | 16.38% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,696 | 388 | 0.0% | — | 138 | +8,696 | New | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | No change | 8,287 | 369 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 8,202 | 365 | 0.01% | 0.01% | 140 | -1,212 | -12.87% | Q1 2026 | May 04, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 8,165 | 364 | 0.2% | 0.15% | 141 | +2,025 | 32.98% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,994 | 356 | 0.02% | 0.02% | 142 | +1,309 | 19.58% | Q1 2026 | Apr 17, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,962 | 355 | 0.06% | 0.07% | 143 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HFG Wealth Management, LLC | History | No change | 7,884 | 351 | 0.19% | 0.2% | 144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,434 | 344 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,460 | 332 | 0.11% | 0.1% | 146 | +100 | 1.36% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 7,361 | 328 | 0.04% | 0.04% | 147 | -1,147 | -13.48% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 7,184 | 320 | 0.03% | 0.02% | 148 | +291 | 4.22% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 6,937 | 312 | 0.03% | 0.04% | 150 | +1,207 | 21.06% | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,996 | 312 | 0.01% | 0.01% | 149 | +50 | 0.72% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 6,960 | 310 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,959 | 305 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | New | 6,803 | 303 | 0.02% | — | 153 | +6,803 | New | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,800 | 303 | 0.0% | — | 154 | +6,800 | New | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 6,766 | 301 | 0.07% | — | 156 | +6,766 | New | Q1 2026 | May 07, 2026 |
| First City Capital Management, Inc. | History | No change | 6,750 | 301 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | New | 6,720 | 299 | 0.0% | — | 157 | +6,720 | New | Q1 2026 | May 11, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 6,696 | 298 | 0.25% | 0.36% | 158 | -1,549 | -18.79% | Q1 2026 | Apr 27, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 6,657 | 297 | 0.22% | — | 159 | +6,657 | New | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,440 | 287 | 0.0% | 0.0% | 160 | -20 | -0.31% | Q1 2026 | Apr 30, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 6,370 | 284 | 0.17% | 0.19% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | No change | 6,360 | 283 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 6,333 | 282 | 0.02% | 0.03% | 163 | -935 | -12.86% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 6,193 | 278 | 0.02% | 0.02% | 164 | -1,615 | -20.68% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,252 | 278 | 0.01% | 0.01% | 165 | +328 | 5.54% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 5,809 | 259 | 0.0% | — | 166 | +5,809 | New | Q1 2026 | Apr 22, 2026 |
| Vestment Financial LLC | History | Added to | 5,460 | 254 | 0.12% | 0.12% | 167 | +481 | 9.66% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,619 | 250 | 0.0% | 0.01% | 168 | +73 | 1.32% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 5,489 | 244 | 0.0% | — | 169 | +5,489 | New | Q1 2026 | May 06, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 5,378 | 241 | 0.13% | 0.19% | 171 | -2,011 | -27.22% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 5,414 | 241 | 0.0% | 0.0% | 170 | -60 | -1.1% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,367 | 239 | 0.04% | 0.05% | 172 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,355 | 238 | 0.01% | — | 174 | +5,355 | New | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,044 | 238 | 0.01% | 0.01% | 173 | -88 | -1.71% | Q1 2026 | May 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,325 | 237 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,199 | 231 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Blue Trust, Inc. | History | No change | 4,996 | 222 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FC Advisory LLC | History | No change | 4,887 | 218 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BIP Wealth, LLC | History | New | 4,622 | 206 | 0.01% | — | 180 | +4,622 | New | Q1 2026 | Apr 27, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,635 | 206 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | New | 4,613 | 205 | 0.02% | — | 181 | +4,613 | New | Q1 2026 | Apr 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,518 | 201 | 0.21% | 0.21% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 3,676 | 164 | 0.01% | — | 183 | +3,676 | New | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 3,404 | 151 | 0.09% | 0.11% | 184 | -826 | -19.53% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,950 | 131 | 0.01% | 0.01% | 185 | -50 | -1.67% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,850 | 127 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,770 | 123 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | New | 2,339 | 104 | 0.04% | — | 188 | +2,339 | New | Q1 2026 | May 20, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,990 | 88 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,826 | 81 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,658 | 73 | 0.0% | — | 191 | +1,658 | New | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,572 | 70 | 0.03% | 0.04% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | No change | 1,329 | 59 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Analysts, LLC | History | No change | 1,212 | 54 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,150 | 51 | 0.03% | 0.03% | 195 | -350 | -23.33% | Q1 2026 | Apr 02, 2026 |
| Allworth Financial LP | History | New | 1,120 | 49 | 0.0% | — | 196 | +1,120 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,094 | 48 | 0.0% | 0.0% | 197 | +439 | 67.02% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 899 | 40 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 36 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Added to | 801 | 35 | 0.01% | 0.0% | 200 | +488 | 155.91% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 783 | 34 | 0.01% | 0.0% | 201 | +283 | 56.6% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 689 | 30 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 543 | 24 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | No change | 385 | 17 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 319 | 14 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 76 | 3 | 0.0% | 0.0% | 206 | -214 | -73.79% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -75,629 | -100.0% | Q1 2026 | May 01, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -30,835 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -30,564 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,351 | -100.0% | Q1 2026 | May 13, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.15% | — | -9,330 | -100.0% | Q1 2026 | May 04, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,690 | -100.0% | Q1 2026 | May 15, 2026 |
| Buska Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,102 | -100.0% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,961 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,819 | -100.0% | Q1 2026 | May 04, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,665 | -100.0% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,461 | -100.0% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,453 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,402 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,608 | -100.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,542 | -100.0% | Q1 2026 | May 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,250 | -100.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -445 | -100.0% | Q1 2026 | Apr 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | May 15, 2026 |