Innovator ETFs Trust - PMAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,564,995 | 70,333 | 0.02% | 0.02% | 1 | -70,093 | -4.29% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,387,922 | 62,375 | 0.74% | 0.74% | 2 | -20,660 | -1.47% | Q4 2025 | Feb 12, 2026 |
| Southland Equity Partners LLC | History | Reduced | 717,628 | 32,251 | 6.36% | 6.43% | 3 | -6,093 | -0.84% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 712,819 | 32,034 | 0.05% | 0.05% | 4 | -85,521 | -10.71% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 575,120 | 25,846 | 0.03% | 0.02% | 5 | +273,245 | 90.52% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 305,570 | 13,732 | 0.02% | 0.02% | 6 | -18,810 | -5.8% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 256,136 | 11,511 | 0.01% | 0.01% | 7 | -14,360 | -5.31% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 209,851 | 9,431 | 0.0% | 0.0% | 8 | +13,305 | 6.77% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 203,250 | 9,134 | 0.0% | 0.0% | 9 | +3,946 | 1.98% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 181,872 | 8,173 | 0.03% | 0.04% | 10 | +5,673 | 3.22% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 139,156 | 6,253 | 0.01% | 0.01% | 11 | -793 | -0.57% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Reduced | 138,754 | 6,235 | 0.07% | 0.08% | 12 | -8,378 | -5.69% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 126,014 | 5,663 | 0.2% | 0.2% | 13 | -1,279 | -1.0% | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 116,241 | 5,224 | 0.01% | 0.01% | 14 | -7,473 | -6.04% | Q4 2025 | Feb 02, 2026 |
| BCS Wealth Management | History | Added to | 114,926 | 5,164 | 0.52% | 0.57% | 15 | +57,364 | 99.66% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 104,897 | 4,714 | 0.01% | 0.01% | 16 | +162 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 104,093 | 4,678 | 0.75% | 0.76% | 17 | -336 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 90,152 | 4,051 | 2.64% | — | 18 | +90,152 | New | Q4 2025 | Apr 02, 2026 |
| Diligent Investors, LLC | History | Reduced | 89,411 | 4,018 | 0.99% | 0.99% | 19 | -125 | -0.14% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 88,960 | 3,998 | 0.54% | — | 20 | +88,960 | New | Q4 2025 | Feb 09, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 87,730 | 3,942 | 3.58% | — | 21 | +87,730 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 83,672 | 3,760 | 0.37% | 0.38% | 22 | -57 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 82,011 | 3,685 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 80,034 | 3,596 | 0.48% | 0.81% | 24 | -47,864 | -37.42% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 77,062 | 3,463 | 0.0% | 0.0% | 25 | -34,037 | -30.64% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 75,629 | 3,416 | 0.11% | 0.12% | 26 | -5,187 | -6.42% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 68,244 | 3,067 | 0.02% | 0.02% | 27 | -7,738 | -10.18% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 67,502 | 3,033 | 0.02% | 0.03% | 28 | -3,176 | -4.49% | Q4 2025 | Feb 18, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 65,268 | 2,933 | 0.72% | 0.73% | 29 | -347 | -0.53% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 64,399 | 2,894 | 0.03% | 0.03% | 30 | -7,717 | -10.7% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 61,873 | 2,780 | 0.05% | 0.05% | 31 | -1,024 | -1.63% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 60,553 | 2,721 | 0.0% | 0.0% | 32 | +34,169 | 129.51% | Q4 2025 | Feb 18, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 57,701 | 2,593 | 1.11% | 1.18% | 33 | -1,119 | -1.9% | Q4 2025 | Jan 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 57,618 | 2,589 | 0.79% | 0.83% | 34 | -4,569 | -7.35% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 55,922 | 2,513 | 0.03% | 0.03% | 35 | -310 | -0.55% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,355 | 2,397 | 0.01% | 0.01% | 36 | -1,988 | -3.59% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 52,821 | 2,373 | 0.01% | 0.01% | 37 | -2,226 | -4.04% | Q4 2025 | Feb 13, 2026 |
| CRA Financial Services, LLC | History | Reduced | 52,392 | 2,354 | 0.31% | 0.35% | 38 | -6,676 | -11.3% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | Reduced | 50,382 | 2,264 | 0.08% | 0.08% | 39 | -780 | -1.52% | Q4 2025 | Jan 14, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 49,196 | 2,210 | 0.63% | 0.64% | 40 | -58 | -0.12% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,872 | 2,196 | 0.01% | 0.0% | 41 | +3,648 | 8.07% | Q4 2025 | Feb 11, 2026 |
| WPWealth LLP | History | Reduced | 46,719 | 2,099 | 0.33% | 0.36% | 42 | -3,205 | -6.42% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 45,025 | 2,023 | 0.33% | — | 43 | +45,025 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 42,674 | 1,917 | 0.04% | 0.05% | 44 | -892 | -2.05% | Q4 2025 | Feb 06, 2026 |
| BFI Wealth Solutions, LLC | History | New | 41,836 | 1,880 | 1.79% | — | 45 | +41,836 | New | Q4 2025 | Feb 19, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 37,396 | 1,680 | 0.13% | 0.11% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 36,822 | 1,654 | 0.24% | 0.26% | 47 | -2,641 | -6.69% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 35,895 | 1,613 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | New | 35,815 | 1,609 | 0.07% | — | 49 | +35,815 | New | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 34,931 | 1,575 | 0.0% | 0.0% | 50 | -1,687 | -4.61% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | New | 34,968 | 1,571 | 0.0% | — | 51 | +34,968 | New | Q4 2025 | Feb 10, 2026 |
| Weaver Capital Management LLC | History | Reduced | 34,161 | 1,535 | 0.32% | 0.33% | 52 | -564 | -1.62% | Q4 2025 | Jan 22, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 33,791 | 1,518 | 0.69% | 0.66% | 53 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 33,101 | 1,497 | 0.32% | 0.32% | 54 | -180 | -0.54% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 33,235 | 1,493 | 0.02% | 0.02% | 55 | -1,148 | -3.34% | Q4 2025 | Feb 10, 2026 |
| Trek Financial, LLC | History | Reduced | 33,025 | 1,484 | 0.09% | 0.12% | 56 | -11,440 | -25.73% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 31,351 | 1,408 | 0.03% | 0.03% | 57 | -6 | -0.02% | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 30,835 | 1,385 | 0.11% | 0.22% | 58 | -26,510 | -46.23% | Q4 2025 | Jan 21, 2026 |
| WorthPointe, LLC | History | Reduced | 30,564 | 1,373 | 0.36% | 0.5% | 59 | -88 | -0.29% | Q4 2025 | Jan 26, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 30,285 | 1,361 | 0.93% | 0.99% | 60 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 29,908 | 1,344 | 0.16% | 0.18% | 61 | -3,008 | -9.14% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 28,802 | 1,294 | 0.09% | 0.09% | 62 | -1,254 | -4.17% | Q4 2025 | Jan 26, 2026 |
| Chris Bulman Inc | History | Added to | 28,343 | 1,273 | 0.56% | 0.62% | 63 | +155 | 0.55% | Q4 2025 | Jan 14, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 28,048 | 1,260 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | No change | 28,033 | 1,259 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | Reduced | 27,317 | 1,227 | 0.15% | 0.17% | 66 | -2,965 | -9.79% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 26,269 | 1,180 | 0.01% | 0.01% | 67 | -4,538 | -14.73% | Q4 2025 | Jan 26, 2026 |
| LifeWealth Investments, LLC | History | No change | 25,205 | 1,132 | 0.36% | 0.36% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TrustBank | History | New | 24,475 | 1,099 | 0.46% | — | 69 | +24,475 | New | Q4 2025 | Feb 09, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 24,445 | 1,098 | 0.55% | 1.19% | 70 | -26,068 | -51.61% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,494 | 1,010 | 0.01% | 0.01% | 71 | -98 | -0.43% | Q4 2025 | Jan 23, 2026 |
| COFG Advisors, LLC | History | New | 22,239 | 999 | 0.25% | — | 72 | +22,239 | New | Q4 2025 | Feb 10, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 22,036 | 990 | 0.62% | — | 73 | +22,036 | New | Q4 2025 | Feb 04, 2026 |
| Pacific Park Financial, Inc. | History | New | 22,009 | 989 | 0.62% | — | 74 | +22,009 | New | Q4 2025 | Jan 30, 2026 |
| FSA Advisors, Inc. | History | Added to | 21,912 | 984 | 0.68% | 0.76% | 75 | +52 | 0.24% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 18,877 | 848 | 0.03% | 0.03% | 76 | -224 | -1.17% | Q4 2025 | Feb 03, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 18,474 | 830 | 0.27% | 0.3% | 77 | -22 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 18,348 | 824 | 0.11% | 0.12% | 78 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | No change | 17,813 | 800 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | No change | 17,782 | 799 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,665 | 793 | 0.03% | 0.02% | 81 | +3,944 | 28.74% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 17,277 | 776 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Straight Path Wealth Management | History | Reduced | 17,152 | 770 | 0.21% | 0.2% | 83 | -23 | -0.13% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,989 | 763 | 0.01% | 0.02% | 84 | -2,461 | -12.65% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,557 | 744 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,409 | 737 | 0.01% | 0.01% | 86 | +426 | 2.67% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,351 | 734 | 0.01% | 0.01% | 87 | -4,203 | -20.45% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 16,209 | 729 | 0.05% | 0.05% | 88 | -447 | -2.68% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,897 | 714 | 0.01% | 0.0% | 89 | +4,752 | 42.64% | Q4 2025 | Jan 26, 2026 |
| Orion Capital Management LLC | History | No change | 15,665 | 704 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,414 | 692 | 0.03% | 0.03% | 91 | -1 | -0.01% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 15,225 | 684 | 0.1% | 0.11% | 92 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Reduced | 15,051 | 676 | 0.0% | 0.0% | 93 | -505 | -3.25% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 14,392 | 646 | 0.01% | — | 94 | +14,392 | New | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 13,638 | 612 | 0.55% | 0.57% | 95 | -539 | -3.8% | Q4 2025 | Jan 29, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 12,715 | 571 | 0.16% | 0.16% | 96 | -17 | -0.13% | Q4 2025 | Feb 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 12,313 | 553 | 0.24% | 0.23% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,132 | 548 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 12,200 | 548 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,167 | 546 | 0.0% | 0.0% | 100 | -14,343 | -54.1% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,137 | 545 | 0.01% | 0.01% | 101 | -140 | -1.14% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 12,000 | 539 | 0.27% | 0.85% | 102 | -25,910 | -68.35% | Q4 2025 | Jan 23, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 11,600 | 521 | 0.08% | 0.09% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Water Asset Management | History | New | 10,970 | 493 | 0.18% | — | 104 | +10,970 | New | Q4 2025 | Feb 05, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 10,935 | 491 | 0.01% | 0.01% | 105 | -1,970 | -15.27% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 10,919 | 490 | 0.05% | 0.05% | 106 | -566 | -4.93% | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 10,745 | 482 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,718 | 481 | 0.16% | 0.16% | 108 | -65 | -0.6% | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,184 | 457 | 0.01% | 0.02% | 109 | -14,041 | -57.96% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,785 | 439 | 0.0% | 0.0% | 110 | -99 | -1.0% | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,442 | 424 | 0.01% | 0.01% | 111 | -6,026 | -38.96% | Q4 2025 | Jan 07, 2026 |
| Sigma Planning Corp | History | Reduced | 9,414 | 423 | 0.01% | 0.01% | 112 | -1,000 | -9.6% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,411 | 422 | 0.02% | 0.02% | 113 | -75 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Providence First Trust Co | History | No change | 9,330 | 419 | 0.15% | 0.14% | 114 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,256 | 415 | 0.02% | 0.03% | 115 | -4,424 | -32.34% | Q4 2025 | Jan 30, 2026 |
| Ascent Group, LLC | History | No change | 9,187 | 412 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Visionary Wealth Advisors | History | No change | 8,847 | 397 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | No change | 8,799 | 395 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 8,508 | 382 | 0.04% | 0.05% | 119 | -566 | -6.24% | Q4 2025 | Jan 28, 2026 |
| Firestone Capital Management | History | No change | 8,287 | 372 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 8,245 | 370 | 0.36% | — | 121 | +8,245 | New | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,172 | 367 | 0.01% | 0.01% | 122 | -1,242 | -13.19% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,962 | 357 | 0.07% | 0.06% | 123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,904 | 355 | 0.05% | 0.06% | 124 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HFG Wealth Management, LLC | History | No change | 7,884 | 354 | 0.2% | 0.19% | 125 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 7,808 | 350 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 7,685 | 345 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | New | 7,502 | 337 | 0.01% | — | 128 | +7,502 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,434 | 334 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 7,389 | 332 | 0.19% | 0.21% | 130 | -597 | -7.48% | Q4 2025 | Jan 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 7,360 | 330 | 0.1% | — | 131 | +7,360 | New | Q4 2025 | Feb 17, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 7,268 | 326 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,959 | 312 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 6,960 | 312 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 6,893 | 309 | 0.02% | — | 135 | +6,893 | New | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 6,752 | 303 | 0.0% | 0.01% | 137 | +852 | 14.44% | Q4 2025 | Mar 12, 2026 |
| First City Capital Management, Inc. | History | No change | 6,750 | 303 | 0.16% | 0.16% | 136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,685 | 300 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | No change | 6,690 | 300 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,460 | 290 | 0.0% | 0.0% | 140 | -2,860 | -30.69% | Q4 2025 | Feb 03, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 6,370 | 286 | 0.19% | 0.2% | 141 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rothschild Wealth LLC | History | New | 6,360 | 285 | 0.03% | — | 142 | +6,360 | New | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Group, Inc. | History | New | 5,563 | 277 | 0.27% | — | 143 | +5,563 | New | Q4 2025 | Feb 11, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 6,140 | 275 | 0.15% | 0.15% | 144 | -30 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 6,102 | 274 | 0.1% | 0.09% | 145 | -1,111 | -15.4% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 5,961 | 267 | 0.0% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,924 | 266 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 5,819 | 261 | 0.12% | 0.13% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 5,730 | 257 | 0.04% | — | 149 | +5,730 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,546 | 249 | 0.01% | 0.01% | 150 | -7,208 | -56.52% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 5,474 | 246 | 0.0% | 0.0% | 152 | -999 | -15.43% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,495 | 246 | 0.01% | 0.02% | 151 | -12 | -0.22% | Q4 2025 | Jan 26, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,367 | 241 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | New | 5,325 | 239 | 0.06% | — | 154 | +5,325 | New | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,199 | 233 | 0.0% | 0.0% | 155 | -5 | -0.1% | Q4 2025 | Jan 16, 2026 |
| VestGen Advisors, LLC | History | No change | 5,132 | 230 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vestment Financial LLC | History | Reduced | 4,979 | 224 | 0.12% | 0.21% | 158 | -3,491 | -41.22% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 4,996 | 224 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FC Advisory LLC | History | No change | 4,887 | 219 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 4,665 | 209 | 0.06% | 0.07% | 160 | -696 | -12.98% | Q4 2025 | Jan 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,635 | 208 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,518 | 203 | 0.21% | 0.22% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | New | 4,461 | 200 | 0.01% | — | 163 | +4,461 | New | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 4,453 | 200 | 0.01% | 0.01% | 164 | -247 | -5.26% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,288 | 192 | 0.0% | 0.0% | 165 | -813 | -15.94% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,230 | 190 | 0.11% | 0.12% | 166 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,000 | 134 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,850 | 128 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,770 | 124 | 0.06% | 0.09% | 169 | -2,770 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Elyxium Wealth, LLC | History | New | 2,402 | 107 | 0.03% | — | 170 | +2,402 | New | Q4 2025 | Feb 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,990 | 89 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,826 | 82 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,608 | 72 | 0.03% | — | 173 | +1,608 | New | Q4 2025 | Jan 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,572 | 70 | 0.04% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 1,542 | 69 | 0.0% | 0.0% | 175 | -401 | -20.64% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,500 | 67 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PFS Partners, LLC | History | No change | 1,329 | 59 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,250 | 56 | 0.03% | — | 178 | +1,250 | New | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | No change | 1,212 | 54 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CNB Bank | History | No change | 899 | 40 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 36 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 689 | 30 | 0.0% | 0.04% | 182 | -23,512 | -97.15% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 655 | 29 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 543 | 24 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Global Wealth Strategies & Associates | History | No change | 445 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| GGM Financials LLC | History | No change | 385 | 17 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anfield Capital Management, LLC | History | No change | 313 | 14 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bernard Wealth Management Corp. | History | No change | 319 | 14 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | No change | 290 | 13 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | New | 192 | 8 | 0.0% | — | 191 | +192 | New | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 71 | 3 | 0.0% | 0.0% | 192 | -4,573 | -98.47% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -291,828 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -42,625 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BROWN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -28,157 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -23,600 | -100.0% | Q3 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,655 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.09% | — | -16,062 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ORBA Wealth Advisors, L.L.C. | History | Closed out | 0 | 0 | — | 0.55% | — | -15,333 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Nikulski Financial, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,865 | -100.0% | Q3 2025 | Nov 05, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,593 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,560 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,381 | -100.0% | Q3 2025 | Nov 12, 2025 |