Innovator ETFs Trust - PMAY
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 | 3,390,275 | 135,407 | 0.04% | 0.04% | 1 | +109,908 | 3.35% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,740,086 | 71,865 | 0.55% | 0.78% | 2 | +78,412 | 4.72% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 897,402 | 37,062 | 0.04% | 0.03% | 3 | +392,350 | 77.69% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 832,368 | 34,376 | 0.34% | 0.07% | 4 | +680,734 | 448.93% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 524,966 | 21,681 | 0.01% | 0.0% | 5 | +243,618 | 86.59% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 450,873 | 18,621 | 0.02% | 0.02% | 6 | +102,302 | 29.35% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 445,280 | 18,528 | 0.03% | — | 7 | +445,280 | New | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 349,970 | 14,453 | 0.02% | 0.02% | 8 | +50,409 | 16.83% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 317,011 | 13,092 | 0.0% | 0.0% | 9 | +38,780 | 13.94% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 290,038 | 11,978 | 0.01% | 0.01% | 10 | +57,423 | 24.69% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 239,097 | 9,874 | 0.05% | 0.03% | 11 | +74,713 | 45.45% | Q2 2026 | Aug 18, 2026 |
| Southland Equity Partners LLC | History | Reduced | 228,425 | 9,433 | 1.65% | 1.79% | 12 | -1,406 | -0.61% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 203,128 | 8,389 | 0.01% | 0.0% | 13 | +99,493 | 96.0% | Q2 2026 | Aug 05, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 178,110 | 7,355 | 0.44% | 0.54% | 14 | -2,901 | -1.6% | Q2 2026 | Jul 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 171,121 | 7,067 | 0.01% | 0.01% | 15 | +32,101 | 23.09% | Q2 2026 | Jul 28, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 162,261 | 6,701 | 2.71% | 2.65% | 16 | +19,765 | 13.87% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 161,643 | 6,675 | 0.0% | 0.0% | 17 | +57,537 | 55.27% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 137,675 | 5,685 | 0.02% | 0.03% | 18 | -64,785 | -32.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Alpha, LLC | History | Added to | 137,093 | 5,661 | 0.14% | 0.04% | 19 | +100,161 | 271.2% | Q2 2026 | Aug 11, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 128,672 | 5,314 | 2.84% | 3.09% | 20 | +4,284 | 3.44% | Q2 2026 | Jul 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 128,436 | 5,304 | 2.47% | 1.75% | 21 | +45,242 | 54.38% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 113,069 | 4,669 | 0.02% | 0.0% | 22 | +94,866 | 521.16% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 103,035 | 4,255 | 0.02% | 0.01% | 23 | +48,364 | 88.46% | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 100,865 | 4,165 | 1.92% | 1.36% | 24 | +35,498 | 54.31% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | New | 95,612 | 3,948 | 0.08% | — | 25 | +95,612 | New | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 92,385 | 3,815 | 0.5% | 0.57% | 26 | +3,641 | 4.1% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 90,733 | 3,747 | 0.01% | 0.01% | 27 | +14,716 | 19.36% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 89,387 | 3,691 | 0.07% | 0.08% | 28 | +3,116 | 3.61% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 89,165 | 3,682 | 0.11% | 0.1% | 29 | +14,206 | 18.95% | Q2 2026 | Jul 06, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 87,287 | 3,604 | 1.54% | 1.62% | 30 | +1,013 | 1.17% | Q2 2026 | Jul 27, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 86,122 | 3,556 | 0.28% | 0.3% | 31 | -3,205 | -3.59% | Q2 2026 | Jul 16, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 84,527 | 3,490 | 0.69% | 0.71% | 32 | +2,100 | 2.55% | Q2 2026 | Jul 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 84,473 | 3,488 | 0.83% | 0.98% | 33 | -6,388 | -7.03% | Q2 2026 | Jul 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 84,313 | 3,482 | 0.39% | 0.32% | 34 | +21,856 | 34.99% | Q2 2026 | Jul 22, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 83,058 | 3,430 | 1.69% | 1.61% | 35 | +8,031 | 10.7% | Q2 2026 | Sep 11, 2026 |
| Chris Bulman Inc | History | Added to | 78,200 | 3,229 | 1.18% | 1.23% | 36 | +7,606 | 10.77% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 77,134 | 3,186 | 0.01% | 0.01% | 37 | +10,151 | 15.15% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 76,724 | 3,168 | 0.0% | 0.0% | 38 | +23,730 | 44.78% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 76,541 | 3,161 | 0.75% | 0.67% | 39 | +15,622 | 25.64% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 68,892 | 2,845 | 0.05% | 0.06% | 40 | +2,458 | 3.7% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 68,589 | 2,832 | 0.01% | 0.0% | 41 | +60,904 | 792.5% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 66,857 | 2,761 | 0.02% | 0.03% | 42 | -432 | -0.64% | Q2 2026 | Aug 06, 2026 |
| WPWealth LLP | History | Reduced | 64,404 | 2,659 | 0.39% | 0.56% | 43 | -27,972 | -30.28% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 63,706 | 2,631 | 0.22% | 0.24% | 44 | +1,715 | 2.77% | Q2 2026 | Aug 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 63,165 | 2,628 | 0.94% | 0.99% | 45 | +1,697 | 2.76% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 63,552 | 2,624 | 0.02% | 0.02% | 46 | +1,019 | 1.63% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 63,147 | 2,607 | 0.01% | 0.0% | 47 | +22,820 | 56.59% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,312 | 2,532 | 0.0% | 0.0% | 48 | +47,656 | 348.97% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | Added to | 60,745 | 2,508 | 0.37% | 0.13% | 49 | +41,683 | 218.67% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 60,251 | 2,488 | 0.05% | 0.04% | 50 | +18,838 | 45.49% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 56,783 | 2,345 | 0.01% | 0.01% | 51 | +215 | 0.38% | Q2 2026 | Aug 03, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 56,709 | 2,342 | 0.28% | 0.26% | 52 | +8,622 | 17.93% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 56,199 | 2,321 | 0.0% | 0.0% | 53 | +1,161 | 2.11% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | New | 50,777 | 2,097 | 0.0% | — | 54 | +50,777 | New | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 48,802 | 2,015 | 0.1% | 0.02% | 55 | +38,751 | 385.54% | Q2 2026 | Jul 23, 2026 |
| Atlantic Private Wealth, LLC | History | New | 47,411 | 1,958 | 1.2% | — | 56 | +47,411 | New | Q2 2026 | Aug 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 46,160 | 1,906 | 0.27% | 0.22% | 57 | +11,719 | 34.03% | Q2 2026 | Aug 12, 2026 |
| Element Squared LLC | History | No change | 45,945 | 1,897 | 0.94% | 1.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,992 | 1,858 | 0.0% | 0.0% | 59 | +23,153 | 106.02% | Q2 2026 | Aug 07, 2026 |
| Global Assets Advisory, LLC | History | Added to | 42,690 | 1,763 | 0.38% | 0.34% | 60 | +12,676 | 42.23% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 41,675 | 1,721 | 0.01% | 0.01% | 61 | -5,317 | -11.31% | Q2 2026 | Aug 11, 2026 |
| Weaver Consulting Group | History | Added to | 40,199 | 1,660 | 0.34% | 0.3% | 62 | +9,161 | 29.52% | Q2 2026 | Jul 29, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 37,680 | 1,552 | 0.01% | 0.02% | 63 | -10,095 | -21.13% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | New | 36,980 | 1,527 | 0.01% | — | 64 | +36,980 | New | Q2 2026 | Jul 29, 2026 |
| Weaver Capital Management LLC | History | No change | 37,997 | 1,517 | 0.33% | 0.33% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | New | 36,706 | 1,515 | 0.0% | — | 66 | +36,706 | New | Q2 2026 | Aug 14, 2026 |
| Wealthquest Corp | History | No change | 35,645 | 1,472 | 0.09% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 35,229 | 1,454 | 0.15% | 0.15% | 68 | -30,233 | -46.18% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 35,138 | 1,451 | 0.42% | 0.5% | 69 | -2,363 | -6.3% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 34,255 | 1,414 | 0.66% | 0.63% | 70 | +2,270 | 7.1% | Q2 2026 | Jul 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 33,599 | 1,387 | 0.37% | 0.34% | 71 | +3,843 | 12.92% | Q2 2026 | Aug 20, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 33,518 | 1,384 | 1.02% | 1.09% | 72 | +5,147 | 18.14% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 32,611 | 1,346 | 0.04% | 0.03% | 73 | +13,761 | 73.0% | Q2 2026 | Jul 09, 2026 |
| BCGM Wealth Management, LLC | History | No change | 31,982 | 1,320 | 0.28% | 0.32% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | New | 31,377 | 1,295 | 0.02% | — | 75 | +31,377 | New | Q2 2026 | Aug 10, 2026 |
| Ponta Wealth Partners, LLC | History | New | 30,280 | 1,250 | 0.67% | — | 76 | +30,280 | New | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 30,261 | 1,249 | 0.33% | 0.33% | 77 | +5,125 | 20.39% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 29,098 | 1,201 | 0.07% | 0.07% | 78 | +75 | 0.26% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 29,000 | 1,197 | 0.12% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COFG Advisors, LLC | History | Reduced | 28,977 | 1,196 | 0.21% | 0.35% | 80 | -6,285 | -17.82% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 28,795 | 1,189 | 0.02% | 0.02% | 81 | -405 | -1.39% | Q2 2026 | Aug 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 28,275 | 1,167 | 0.91% | 0.96% | 82 | +863 | 3.15% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 28,082 | 1,159 | 0.12% | — | 83 | +28,082 | New | Q2 2026 | Jul 31, 2026 |
| GenTrust, LLC | History | No change | 27,762 | 1,146 | 0.04% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diligent Investors, LLC | History | Added to | 27,208 | 1,123 | 0.25% | 0.21% | 85 | +6,200 | 29.51% | Q2 2026 | Jul 24, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 26,681 | 1,101 | 0.19% | 0.21% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 25,957 | 1,072 | 0.39% | 0.41% | 87 | +1,965 | 8.19% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,467 | 1,051 | 0.01% | 0.01% | 88 | +12,247 | 92.64% | Q2 2026 | Jul 27, 2026 |
| Schulz Wealth, LTD. | History | New | 24,634 | 1,017 | 0.53% | — | 89 | +24,634 | New | Q2 2026 | Aug 26, 2026 |
| Spire Wealth Management | History | Reduced | 23,950 | 989 | 0.03% | 0.03% | 90 | -89 | -0.37% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 22,084 | 912 | 0.0% | 0.0% | 91 | -10,384 | -31.98% | Q2 2026 | Aug 19, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 21,747 | 898 | 0.17% | 0.2% | 92 | -138 | -0.63% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 21,480 | 887 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 21,314 | 880 | 0.01% | 0.01% | 94 | +14,027 | 192.49% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 21,299 | 879 | 0.01% | 0.01% | 95 | -3,770 | -15.04% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 21,166 | 874 | 0.03% | 0.05% | 96 | -6,422 | -23.28% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 20,934 | 864 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 20,174 | 833 | 0.04% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trek Financial, LLC | History | Added to | 20,101 | 830 | 0.04% | 0.03% | 99 | +6,483 | 47.61% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,346 | 798 | 0.0% | — | 100 | +19,346 | New | Q2 2026 | Sep 02, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 19,007 | 791 | 0.4% | — | 101 | +19,007 | New | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,780 | 775 | 0.01% | 0.0% | 102 | +11,105 | 144.69% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | New | 18,717 | 773 | 0.01% | — | 103 | +18,717 | New | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 18,655 | 769 | 0.02% | 0.02% | 104 | -2,605 | -12.25% | Q2 2026 | Jul 29, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 18,354 | 758 | 0.16% | 0.22% | 105 | -4,526 | -19.78% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 18,274 | 754 | 0.01% | 0.01% | 106 | +5,813 | 46.65% | Q2 2026 | Jul 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 18,203 | 752 | 0.03% | — | 107 | +18,203 | New | Q2 2026 | Aug 17, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 737 | 0.0% | 0.0% | 108 | -20,910 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | No change | 16,677 | 688 | 0.05% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | Reduced | 15,674 | 647 | 0.12% | 0.13% | 110 | -622 | -3.82% | Q2 2026 | Jul 16, 2026 |
| RiverTree Advisors, LLC | History | No change | 15,545 | 642 | 0.38% | 0.39% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 15,472 | 638 | 0.04% | 0.05% | 112 | -510 | -3.19% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 15,439 | 637 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,196 | 627 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Americana Partners, LLC | History | New | 15,122 | 624 | 0.01% | — | 115 | +15,122 | New | Q2 2026 | Aug 05, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 14,508 | 599 | 0.06% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 14,048 | 580 | 0.25% | — | 117 | +14,048 | New | Q2 2026 | Aug 04, 2026 |
| Catalina Capital Group, LLC | History | No change | 14,361 | 573 | 0.34% | 0.34% | 118 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,205 | 545 | 0.01% | — | 119 | +13,205 | New | Q2 2026 | Aug 14, 2026 |
| NovaPoint Capital, LLC | History | New | 13,196 | 544 | 0.11% | — | 120 | +13,196 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 13,179 | 544 | 0.01% | — | 121 | +13,179 | New | Q2 2026 | Jul 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 13,088 | 540 | 0.33% | — | 122 | +13,088 | New | Q2 2026 | Jul 29, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 12,858 | 531 | 0.08% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 12,773 | 527 | 0.02% | — | 124 | +12,773 | New | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,743 | 526 | 0.0% | 0.0% | 125 | +493 | 4.02% | Q2 2026 | Jul 17, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 12,511 | 516 | 0.24% | 0.22% | 126 | +2,698 | 27.49% | Q2 2026 | Aug 10, 2026 |
| Core Wealth Advisors, Inc. | History | New | 12,316 | 508 | 0.1% | — | 127 | +12,316 | New | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | Added to | 12,095 | 499 | 0.02% | 0.02% | 128 | +1,069 | 9.7% | Q2 2026 | Aug 04, 2026 |
| Orion Capital Management LLC | History | No change | 12,099 | 499 | 0.15% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,907 | 491 | 0.38% | 0.4% | 130 | +900 | 8.18% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 11,801 | 487 | 0.06% | 0.06% | 132 | +1,080 | 10.07% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,814 | 487 | 0.0% | 0.0% | 131 | -734 | -5.85% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 11,763 | 485 | 0.1% | 0.11% | 133 | -140 | -1.18% | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,582 | 478 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 11,541 | 476 | 0.29% | 0.29% | 135 | -439 | -3.66% | Q2 2026 | Jul 14, 2026 |
| OPTIMA CAPITAL LLC | History | New | 10,790 | 445 | 0.18% | — | 136 | +10,790 | New | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,624 | 438 | 0.0% | 0.0% | 137 | +2,345 | 28.32% | Q2 2026 | Aug 12, 2026 |
| FSA Advisors, Inc. | History | Reduced | 10,436 | 431 | 0.2% | 0.29% | 138 | -574 | -5.21% | Q2 2026 | Aug 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,211 | 421 | 0.01% | 0.01% | 139 | -1,206 | -10.56% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 9,977 | 412 | 0.0% | 0.0% | 140 | +123 | 1.25% | Q2 2026 | Aug 13, 2026 |
| WorthPointe, LLC | History | Reduced | 9,970 | 411 | 0.1% | 0.12% | 141 | -746 | -6.96% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 9,812 | 405 | 0.04% | — | 142 | +9,812 | New | Q2 2026 | Aug 13, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 9,515 | 392 | 0.28% | 0.32% | 143 | +239 | 2.58% | Q2 2026 | Jul 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,802 | 391 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 9,459 | 390 | 0.29% | 0.31% | 146 | -69 | -0.72% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,454 | 390 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 9,150 | 377 | 0.0% | — | 147 | +9,150 | New | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 9,122 | 376 | 0.02% | 0.03% | 148 | -6,549 | -41.79% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,976 | 370 | 0.04% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 8,954 | 369 | 0.01% | — | 150 | +8,954 | New | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,898 | 367 | 0.02% | 0.01% | 151 | +2,554 | 40.26% | Q2 2026 | Jul 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,800 | 363 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 8,700 | 359 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 8,643 | 356 | 0.06% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,433 | 348 | 0.01% | 0.01% | 155 | +3,169 | 60.2% | Q2 2026 | Jul 07, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,170 | 337 | 0.04% | 0.03% | 156 | +2,345 | 40.26% | Q2 2026 | Jul 24, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 8,066 | 333 | 0.08% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 7,658 | 316 | 0.02% | 0.02% | 158 | -1,800 | -19.03% | Q2 2026 | Jul 28, 2026 |
| Grantvest Financial Group LLC | History | Added to | 7,633 | 315 | 0.18% | 0.14% | 160 | +2,378 | 45.25% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,632 | 315 | 0.01% | 0.01% | 159 | -600 | -7.29% | Q2 2026 | Jul 31, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,838 | 313 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Wealth Services, LLC | History | No change | 7,546 | 311 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,251 | 299 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,151 | 295 | 0.0% | — | 164 | +7,151 | New | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 7,044 | 290 | 0.03% | — | 165 | +7,044 | New | Q2 2026 | Jul 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 7,006 | 289 | 0.02% | 0.02% | 166 | -2 | -0.03% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,930 | 286 | 0.01% | 0.01% | 167 | +1,000 | 16.86% | Q2 2026 | Jul 28, 2026 |
| Occidental Asset Management, LLC | History | New | 6,831 | 282 | 0.03% | — | 168 | +6,831 | New | Q2 2026 | Aug 07, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 6,816 | 281 | 0.16% | 0.2% | 169 | -991 | -12.69% | Q2 2026 | Jul 21, 2026 |
| Advisor OS, LLC | History | No change | 6,734 | 278 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,689 | 276 | 0.0% | 0.0% | 171 | +415 | 6.61% | Q2 2026 | Sep 23, 2026 |
| Talon Private Wealth, LLC | History | New | 6,668 | 275 | 0.03% | — | 172 | +6,668 | New | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,515 | 269 | 0.0% | 0.0% | 173 | +500 | 8.31% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,410 | 264 | 0.0% | 0.0% | 174 | +4,966 | 343.91% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | New | 6,130 | 253 | 0.0% | — | 175 | +6,130 | New | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,100 | 251 | 0.02% | 0.03% | 176 | -600 | -8.96% | Q2 2026 | Jul 29, 2026 |
| WMS Group LLC | History | No change | 6,000 | 247 | 0.32% | 0.35% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vantage Point Financial LLC | History | New | 5,764 | 238 | 0.07% | — | 178 | +5,764 | New | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,665 | 233 | 0.0% | — | 180 | +5,665 | New | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,640 | 233 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envision Financial LLC | History | No change | 5,624 | 232 | 0.11% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Seros Financial, LLC | History | Reduced | 5,582 | 230 | 0.12% | 0.23% | 182 | -3,500 | -38.54% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,423 | 223 | 0.02% | — | 183 | +5,423 | New | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | Added to | 5,339 | 220 | 0.05% | 0.06% | 184 | +122 | 2.34% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 5,211 | 215 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foundry Financial Group, Inc. | History | No change | 5,125 | 211 | 0.09% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,108 | 210 | 0.01% | — | 187 | +5,108 | New | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | New | 5,072 | 209 | 0.01% | — | 188 | +5,072 | New | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | Reduced | 5,068 | 206 | 0.0% | 0.0% | 189 | -1,500 | -22.84% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,986 | 205 | 0.01% | 0.0% | 190 | +3,986 | 398.6% | Q2 2026 | Jul 23, 2026 |
| Nikulski Financial, Inc. | History | New | 4,885 | 201 | 0.04% | — | 191 | +4,885 | New | Q2 2026 | Jul 28, 2026 |
| Goldstein Advisors, LLC | History | New | 4,843 | 200 | 0.02% | — | 192 | +4,843 | New | Q2 2026 | Jul 20, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,825 | 199 | 0.1% | 0.1% | 193 | -69 | -1.41% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,750 | 196 | 0.0% | 0.01% | 194 | -1,537 | -24.45% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,511 | 144 | 0.0% | 0.0% | 195 | +3,460 | 6784.31% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,438 | 141 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,189 | 131 | 0.05% | 0.06% | 197 | -125 | -3.77% | Q2 2026 | Aug 21, 2026 |
| BlackRock, Inc. | History | New | 2,136 | 88 | 0.0% | — | 198 | +2,136 | New | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,000 | 82 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 1,800 | 74 | 0.0% | 0.0% | 200 | -7,209 | -80.02% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 1,574 | 65 | 0.01% | — | 201 | +1,574 | New | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 1,500 | 61 | 0.0% | — | 202 | +1,500 | New | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1,329 | 54 | 0.02% | — | 203 | +1,329 | New | Q2 2026 | Aug 07, 2026 |
| CITY HOLDING CO | History | Reduced | 1,215 | 50 | 0.01% | 0.01% | 204 | -422 | -25.78% | Q2 2026 | Jul 10, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,100 | 45 | 0.01% | — | 205 | +1,100 | New | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,086 | 44 | 0.0% | 0.0% | 206 | -74 | -6.38% | Q2 2026 | Jul 17, 2026 |
| PlanVest Financial, Inc | History | No change | 887 | 36 | 0.02% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 656 | 27 | 0.03% | 0.1% | 208 | -1,715 | -72.33% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Added to | 632 | 26 | 0.0% | — | 209 | +612 | 3060.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 505 | 20 | 0.0% | — | 210 | +505 | New | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 500 | 20 | 0.0% | — | 211 | +500 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 461 | 19 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 411 | 16 | 0.01% | 0.02% | 213 | -100 | -19.57% | Q2 2026 | Jul 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 350 | 14 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 350 | 13 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 75 | 3 | 0.0% | 0.0% | 217 | -65 | -46.43% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 59 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,508 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,109 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.41% | — | -6,004 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,800 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BigSur Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q2 2026 | Jul 14, 2026 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q2 2026 | Aug 17, 2026 |