Innovator ETFs Trust - PNOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | Added to | 5,560,994 | 232,338 | 0.07% | 0.05% | 1 | +1,872,374 | 50.76% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,478,393 | 61,767 | 0.73% | 0.74% | 2 | -29,504 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 1,247,662 | 52,127 | 0.6% | 0.06% | 3 | +1,131,213 | 971.42% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 710,849 | 29,699 | 0.16% | 0.0% | 4 | +691,246 | 3526.23% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 676,694 | 28,272 | 0.04% | 0.03% | 5 | +148,658 | 28.15% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 496,549 | 20,745 | 0.03% | 0.02% | 6 | +88,523 | 21.7% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 429,536 | 17,946 | 0.02% | 0.0% | 7 | +400,183 | 1363.35% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 374,716 | 15,655 | 0.0% | 0.0% | 8 | +90,222 | 31.71% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 365,620 | 15,275 | 0.06% | 0.04% | 9 | +161,981 | 79.54% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 360,846 | 15,076 | 0.0% | 0.0% | 10 | +198,247 | 121.92% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 356,898 | 14,911 | 0.02% | 0.01% | 11 | +132,764 | 59.23% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 347,940 | 14,536 | 0.19% | 0.02% | 12 | +309,616 | 807.89% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 301,997 | 12,617 | 0.0% | 0.0% | 13 | +284,196 | 1596.52% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 284,657 | 11,978 | 0.02% | 0.0% | 14 | +244,457 | 608.1% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 262,906 | 10,984 | 0.01% | 0.01% | 15 | +85,906 | 48.53% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 248,892 | 10,398 | 0.07% | 0.08% | 16 | +16,497 | 7.1% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | New | 190,169 | 7,945 | 0.02% | — | 17 | +190,169 | New | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 186,474 | 7,790 | 0.0% | 0.0% | 18 | +33,121 | 21.6% | Q4 2025 | Feb 10, 2026 |
| Bellwether Advisors, LLC | History | Added to | 135,200 | 5,648 | 0.9% | 0.65% | 19 | +39,374 | 41.09% | Q4 2025 | Feb 09, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 130,776 | 5,463 | 0.52% | 0.55% | 20 | -4,150 | -3.08% | Q4 2025 | Jan 15, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 124,319 | 5,194 | 1.92% | 2.09% | 21 | -44,956 | -26.56% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 120,884 | 5,050 | 0.27% | 0.19% | 22 | +45,609 | 60.59% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 120,314 | 5,026 | 0.01% | 0.01% | 23 | +15,969 | 15.3% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 119,553 | 4,994 | 0.01% | 0.01% | 24 | +55,615 | 86.98% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 119,283 | 4,983 | 0.17% | 0.15% | 25 | +15,471 | 14.9% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 118,266 | 4,941 | 0.02% | 0.0% | 26 | +93,613 | 379.72% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 110,831 | 4,630 | 0.03% | 0.01% | 27 | +67,580 | 156.25% | Q4 2025 | Feb 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 104,976 | 4,385 | 1.33% | 1.2% | 28 | +9,637 | 10.11% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Added to | 99,207 | 4,144 | 0.54% | 0.26% | 29 | +53,349 | 116.34% | Q4 2025 | Jan 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 85,319 | 3,564 | 0.48% | — | 30 | +85,319 | New | Q4 2025 | Feb 09, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 79,960 | 3,340 | 1.01% | 1.1% | 31 | -6,816 | -7.85% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 79,871 | 3,337 | 2.18% | — | 32 | +79,871 | New | Q4 2025 | Apr 02, 2026 |
| Cerity Partners LLC | History | New | 76,689 | 3,204 | 0.0% | — | 33 | +76,689 | New | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 75,612 | 3,159 | 0.03% | 0.03% | 34 | +4,711 | 6.64% | Q4 2025 | Feb 13, 2026 |
| Sherry Group, Inc. | History | New | 74,905 | 3,143 | 3.29% | — | 35 | +74,905 | New | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Added to | 74,286 | 3,103 | 0.31% | 0.34% | 36 | +37,764 | 103.4% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 74,192 | 3,100 | 0.01% | 0.01% | 37 | +3,021 | 4.24% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 72,170 | 3,015 | 0.01% | 0.01% | 38 | -9,430 | -11.56% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 66,656 | 2,784 | 0.37% | 0.33% | 39 | +11,355 | 20.53% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 66,460 | 2,776 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dakota Wealth Management | History | Added to | 61,250 | 2,559 | 0.05% | 0.01% | 41 | +47,850 | 357.09% | Q4 2025 | Jan 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 58,985 | 2,464 | 0.01% | 0.0% | 42 | +27,193 | 85.53% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 55,404 | 2,314 | 0.05% | 0.01% | 43 | +41,615 | 301.8% | Q4 2025 | Feb 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 55,299 | 2,310 | 0.23% | 0.22% | 44 | +3,508 | 6.77% | Q4 2025 | Feb 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 55,028 | 2,299 | 0.57% | 0.57% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 51,961 | 2,170 | 0.02% | 0.02% | 46 | +3,651 | 7.56% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Added to | 50,860 | 2,124 | 0.06% | 0.04% | 47 | +16,880 | 49.68% | Q4 2025 | Feb 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 50,289 | 2,101 | 0.12% | 0.15% | 48 | -8,868 | -14.99% | Q4 2025 | Feb 13, 2026 |
| Southland Equity Partners LLC | History | No change | 48,807 | 2,039 | 0.4% | 0.41% | 49 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 44,160 | 1,845 | 0.01% | 0.0% | 50 | +22,159 | 100.72% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Added to | 43,982 | 1,837 | 0.45% | 0.23% | 51 | +21,482 | 95.48% | Q4 2025 | Jan 23, 2026 |
| WPWealth LLP | History | Added to | 42,245 | 1,764 | 0.28% | 0.16% | 53 | +18,952 | 81.36% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 42,245 | 1,764 | 0.26% | 0.27% | 52 | -1,433 | -3.28% | Q4 2025 | Feb 09, 2026 |
| Chris Bulman Inc | History | Added to | 42,067 | 1,757 | 0.78% | 0.43% | 54 | +21,294 | 102.51% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 41,000 | 1,712 | 0.53% | — | 55 | +41,000 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 40,348 | 1,685 | 0.01% | — | 56 | +40,348 | New | Q4 2025 | Feb 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 39,639 | 1,656 | 0.28% | 0.28% | 57 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | New | 38,346 | 1,602 | 0.0% | — | 58 | +38,346 | New | Q4 2025 | Feb 13, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 1,530 | 0.65% | 0.68% | 59 | -40,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 35,738 | 1,493 | 0.18% | 0.16% | 60 | +5,115 | 16.7% | Q4 2025 | Jan 26, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 35,597 | 1,487 | 0.75% | 0.49% | 61 | +13,314 | 59.75% | Q4 2025 | Feb 10, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 35,334 | 1,476 | 0.17% | 0.08% | 62 | +17,629 | 99.57% | Q4 2025 | Feb 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 35,112 | 1,466 | 0.24% | 0.25% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 35,086 | 1,465 | 0.31% | 0.34% | 64 | -1,202 | -3.31% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 34,411 | 1,437 | 0.05% | 0.04% | 65 | +5,632 | 19.57% | Q4 2025 | Jan 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 32,452 | 1,361 | 0.29% | 0.33% | 66 | -3,683 | -10.19% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,161 | 1,343 | 0.03% | 0.01% | 67 | +23,185 | 258.3% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 31,980 | 1,336 | 0.08% | 0.08% | 68 | +1,064 | 3.44% | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Added to | 31,541 | 1,317 | 0.04% | 0.0% | 69 | +30,476 | 2861.6% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,179 | 1,261 | 0.0% | 0.0% | 70 | +4,834 | 19.07% | Q4 2025 | Feb 11, 2026 |
| Bison Wealth, LLC | History | New | 29,748 | 1,211 | 0.14% | — | 71 | +29,748 | New | Q4 2025 | Mar 24, 2026 |
| Kingsview Wealth Management, LLC | History | New | 28,806 | 1,203 | 0.02% | — | 72 | +28,806 | New | Q4 2025 | Feb 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 28,184 | 1,177 | 0.12% | 0.12% | 73 | -106 | -0.37% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,299 | 1,140 | 0.01% | 0.02% | 74 | +45 | 0.17% | Q4 2025 | Jan 23, 2026 |
| Rothschild Wealth LLC | History | New | 27,124 | 1,133 | 0.11% | — | 75 | +27,124 | New | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 26,633 | 1,117 | 0.02% | — | 76 | +26,633 | New | Q4 2025 | Jan 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 26,695 | 1,115 | 0.03% | 0.02% | 77 | +6,026 | 29.15% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 26,559 | 1,109 | 0.03% | 0.02% | 78 | +4,916 | 22.71% | Q4 2025 | Jan 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 26,186 | 1,094 | 0.18% | — | 79 | +26,186 | New | Q4 2025 | Feb 18, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 25,578 | 1,068 | 0.5% | 0.16% | 80 | +17,690 | 224.26% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 24,698 | 1,031 | 0.0% | 0.0% | 81 | -15,371 | -38.36% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | New | 24,432 | 1,020 | 0.05% | — | 82 | +24,432 | New | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 24,278 | 1,014 | 0.02% | 0.02% | 83 | +10 | 0.04% | Q4 2025 | Jan 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 23,667 | 988 | 0.11% | 0.12% | 84 | +917 | 4.03% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 23,476 | 980 | 0.01% | 0.01% | 85 | +4,229 | 21.97% | Q4 2025 | Jan 26, 2026 |
| Orion Capital Management LLC | History | Reduced | 22,437 | 937 | 0.32% | 0.32% | 86 | -100 | -0.44% | Q4 2025 | Feb 03, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 22,154 | 925 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BFI Wealth Solutions, LLC | History | New | 22,060 | 921 | 0.88% | — | 88 | +22,060 | New | Q4 2025 | Feb 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,636 | 903 | 0.01% | 0.01% | 89 | +1,200 | 5.87% | Q4 2025 | Jan 29, 2026 |
| Freedom Investment Management, Inc. | History | New | 20,973 | 876 | 0.25% | — | 90 | +20,973 | New | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | No change | 20,862 | 871 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FSA Advisors, Inc. | History | Added to | 20,437 | 853 | 0.59% | 0.55% | 92 | +3,394 | 19.91% | Q4 2025 | Feb 02, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 19,693 | 822 | 0.27% | 0.19% | 93 | +7,245 | 58.2% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | New | 19,045 | 795 | 0.0% | — | 94 | +19,045 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 18,829 | 786 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,670 | 780 | 0.01% | 0.01% | 96 | +4,781 | 34.42% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 17,951 | 749 | 0.51% | — | 97 | +17,951 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 17,674 | 738 | 0.04% | 0.0% | 98 | +15,605 | 754.23% | Q4 2025 | Jan 20, 2026 |
| Blue Water Asset Management | History | New | 17,373 | 725 | 0.26% | — | 99 | +17,373 | New | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,237 | 720 | 0.03% | 0.01% | 100 | +11,230 | 186.95% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 17,162 | 717 | 0.01% | 0.02% | 101 | -3,023 | -14.98% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,799 | 701 | 0.0% | — | 102 | +16,799 | New | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 16,057 | 670 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 14,837 | 619 | 0.09% | 0.04% | 104 | +8,473 | 133.14% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 14,735 | 615 | 0.31% | 0.21% | 105 | +4,515 | 44.18% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 14,075 | 588 | 0.01% | 0.0% | 106 | +8,685 | 161.13% | Q4 2025 | Mar 12, 2026 |
| AlphaStar Capital Management, LLC | History | New | 13,497 | 563 | 0.04% | — | 107 | +13,497 | New | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,929 | 540 | 0.01% | 0.02% | 108 | -14,698 | -53.2% | Q4 2025 | Feb 03, 2026 |
| COFG Advisors, LLC | History | New | 12,534 | 523 | 0.13% | — | 109 | +12,534 | New | Q4 2025 | Feb 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 12,348 | 515 | 0.46% | 0.47% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,307 | 514 | 0.02% | 0.02% | 111 | +2,809 | 29.57% | Q4 2025 | Feb 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 12,119 | 506 | 0.07% | — | 112 | +12,119 | New | Q4 2025 | Jan 14, 2026 |
| Berkshire Money Management, Inc. | History | No change | 11,871 | 495 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Helium Advisors LLC | History | New | 11,815 | 493 | 0.5% | — | 114 | +11,815 | New | Q4 2025 | Feb 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 11,794 | 492 | 0.12% | 0.12% | 115 | -1,161 | -8.96% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | New | 11,692 | 488 | 0.11% | — | 116 | +11,692 | New | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, LLC | History | Added to | 11,678 | 487 | 0.07% | 0.06% | 117 | +1,499 | 14.73% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | No change | 11,326 | 473 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Added to | 11,316 | 472 | 0.02% | 0.01% | 119 | +5,068 | 81.11% | Q4 2025 | Feb 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 11,233 | 469 | 0.36% | — | 120 | +11,233 | New | Q4 2025 | Mar 16, 2026 |
| Weaver Capital Management LLC | History | Reduced | 11,214 | 468 | 0.1% | 0.21% | 121 | -12,159 | -52.02% | Q4 2025 | Jan 22, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 11,074 | 462 | 0.0% | — | 122 | +11,074 | New | Q4 2025 | Feb 03, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 10,908 | 455 | 0.35% | 0.44% | 123 | -2,764 | -20.22% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 10,887 | 454 | 0.01% | 0.01% | 124 | +3,357 | 44.58% | Q4 2025 | Jan 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,799 | 451 | 0.06% | 0.07% | 125 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Archer Investment Corp | History | No change | 10,666 | 445 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 10,642 | 444 | 0.03% | 0.03% | 127 | -316 | -2.88% | Q4 2025 | Feb 10, 2026 |
| Lakeridge Wealth Management LLC | History | New | 10,529 | 439 | 0.2% | — | 128 | +10,529 | New | Q4 2025 | Jan 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 10,500 | 438 | 0.03% | — | 129 | +10,500 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,164 | 424 | 0.01% | 0.01% | 130 | +648 | 6.81% | Q4 2025 | Feb 03, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 10,133 | 423 | 0.12% | 0.21% | 131 | -6,910 | -40.54% | Q4 2025 | Jan 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,054 | 420 | 0.01% | 0.02% | 132 | -592 | -5.56% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 9,961 | 416 | 0.02% | 0.02% | 133 | +775 | 8.44% | Q4 2025 | Jan 20, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 9,878 | 414 | 0.11% | 0.12% | 134 | +568 | 6.1% | Q4 2025 | Jan 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 9,827 | 412 | 0.23% | 0.31% | 136 | -2,872 | -22.62% | Q4 2025 | Jan 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,863 | 412 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,798 | 409 | 0.05% | — | 139 | +9,798 | New | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 9,803 | 409 | 0.04% | 0.05% | 138 | -2,225 | -18.5% | Q4 2025 | Feb 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,800 | 409 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WorthPointe, LLC | History | Reduced | 9,525 | 397 | 0.1% | 0.15% | 140 | -248 | -2.54% | Q4 2025 | Jan 26, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 9,235 | 385 | 0.17% | — | 141 | +9,235 | New | Q4 2025 | Jan 23, 2026 |
| Pacific Park Financial, Inc. | History | New | 9,128 | 381 | 0.24% | — | 142 | +9,128 | New | Q4 2025 | Jan 30, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 9,000 | 376 | 0.14% | — | 143 | +9,000 | New | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | No change | 8,977 | 375 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Michels Family Financial, LLC | History | Added to | 8,880 | 371 | 0.27% | 0.17% | 146 | +3,680 | 70.77% | Q4 2025 | Feb 19, 2026 |
| Goldstein Advisors, LLC | History | Added to | 8,887 | 371 | 0.04% | 0.03% | 145 | +1,920 | 27.56% | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 8,857 | 370 | 0.1% | 0.11% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Square, LLC | History | New | 8,568 | 357 | 0.18% | — | 149 | +8,568 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,564 | 357 | 0.01% | 0.01% | 148 | +1,714 | 25.02% | Q4 2025 | Feb 03, 2026 |
| Straight Path Wealth Management | History | No change | 8,490 | 354 | 0.1% | 0.09% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 8,365 | 349 | 0.08% | 0.09% | 151 | -161 | -1.89% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | New | 8,263 | 345 | 0.01% | — | 152 | +8,263 | New | Q4 2025 | Feb 02, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 8,243 | 344 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,935 | 331 | 0.02% | 0.01% | 154 | +2,893 | 57.38% | Q4 2025 | Jan 22, 2026 |
| Valmark Advisers, Inc. | History | New | 7,900 | 330 | 0.0% | — | 155 | +7,900 | New | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,701 | 322 | 0.01% | 0.01% | 156 | -121 | -1.55% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 7,684 | 321 | 0.01% | — | 157 | +7,684 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 7,620 | 318 | 0.01% | 0.01% | 158 | +740 | 10.76% | Q4 2025 | Jan 30, 2026 |
| CITY HOLDING CO | History | Reduced | 7,610 | 317 | 0.04% | 0.05% | 159 | -1,290 | -14.49% | Q4 2025 | Jan 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 7,463 | 311 | 0.09% | 0.07% | 160 | +2,000 | 36.61% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | New | 7,233 | 302 | 0.01% | — | 161 | +7,233 | New | Q4 2025 | Feb 06, 2026 |
| O'Connor Financial Group LLC | History | New | 7,184 | 302 | 0.12% | — | 162 | +7,184 | New | Q4 2025 | Jan 26, 2026 |
| Foundry Financial Group, Inc. | History | No change | 7,238 | 302 | 0.15% | 0.16% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Certified Advisory Corp | History | Added to | 7,189 | 300 | 0.03% | 0.02% | 164 | +1,274 | 21.54% | Q4 2025 | Jan 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 7,120 | 297 | 0.02% | — | 165 | +7,120 | New | Q4 2025 | Jan 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 7,006 | 292 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | New | 6,912 | 288 | 0.02% | — | 167 | +6,912 | New | Q4 2025 | Jan 30, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 6,792 | 283 | 0.12% | 0.13% | 168 | -8 | -0.12% | Q4 2025 | Jan 22, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,770 | 282 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | New | 6,661 | 278 | 0.05% | — | 170 | +6,661 | New | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,386 | 266 | 0.01% | 0.01% | 171 | -2,953 | -31.62% | Q4 2025 | Feb 09, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 6,357 | 265 | 0.5% | — | 172 | +6,357 | New | Q4 2025 | Feb 18, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 6,176 | 258 | 0.02% | 0.02% | 173 | +138 | 2.29% | Q4 2025 | Feb 11, 2026 |
| Weaver Consulting Group | History | New | 6,137 | 256 | 0.06% | — | 175 | +6,137 | New | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 6,143 | 256 | 0.04% | 0.04% | 174 | -1,100 | -15.19% | Q4 2025 | Feb 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 6,030 | 251 | 0.04% | 0.05% | 176 | -268 | -4.26% | Q4 2025 | Feb 17, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | New | 5,858 | 244 | 0.07% | — | 177 | +5,858 | New | Q4 2025 | Jan 08, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,762 | 240 | 0.06% | 0.08% | 178 | -1,988 | -25.65% | Q4 2025 | Jan 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 5,706 | 238 | 0.02% | — | 179 | +5,706 | New | Q4 2025 | Jan 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 5,642 | 235 | 0.03% | — | 181 | +5,642 | New | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | New | 5,625 | 235 | 0.01% | — | 180 | +5,625 | New | Q4 2025 | Jan 20, 2026 |
| Catalina Capital Group, LLC | History | New | 5,513 | 230 | 0.14% | — | 182 | +5,513 | New | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,313 | 221 | 0.0% | 0.0% | 183 | -786 | -12.89% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 211 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TrustBank | History | New | 4,975 | 207 | 0.09% | — | 186 | +4,975 | New | Q4 2025 | Feb 09, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 4,957 | 207 | 0.05% | — | 185 | +4,957 | New | Q4 2025 | Feb 17, 2026 |
| Selby Wealth Management, LLC | History | New | 4,923 | 205 | 0.08% | — | 187 | +4,923 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,900 | 204 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Disciplined Investments, LLC | History | New | 4,835 | 202 | 0.08% | — | 189 | +4,835 | New | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,485 | 187 | 0.06% | 0.07% | 190 | -215 | -4.57% | Q4 2025 | Jan 23, 2026 |
| IMG Wealth Management, Inc. | History | New | 4,366 | 182 | 0.12% | — | 191 | +4,366 | New | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,150 | 173 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,154 | 173 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 3,655 | 152 | 0.01% | — | 194 | +3,655 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3,000 | 125 | 0.0% | — | 195 | +3,000 | New | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,900 | 121 | 0.01% | 0.01% | 196 | +600 | 26.09% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,500 | 104 | 0.06% | — | 197 | +2,500 | New | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | No change | 2,200 | 91 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,990 | 83 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,656 | 69 | 0.07% | 0.11% | 200 | -727 | -30.51% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 1,526 | 64 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,468 | 61 | 0.0% | 0.0% | 202 | -15 | -1.01% | Q4 2025 | Feb 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,447 | 60 | 0.0% | — | 203 | +1,447 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,340 | 55 | 0.0% | — | 205 | +1,340 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,330 | 55 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Reduced | 1,286 | 53 | 0.0% | 0.0% | 206 | -2,865 | -69.02% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | New | 1,200 | 50 | 0.0% | — | 207 | +1,200 | New | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,220 | 50 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, INC | History | New | 1,105 | 46 | 0.05% | — | 209 | +1,105 | New | Q4 2025 | Jan 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,057 | 44 | 0.01% | — | 210 | +1,057 | New | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Group, Inc. | History | No change | 900 | 37 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 866 | 36 | 0.01% | 0.02% | 212 | -693 | -44.45% | Q4 2025 | Jan 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 800 | 33 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 772 | 32 | 0.0% | 0.0% | 214 | +241 | 45.39% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 744 | 31 | 0.0% | 0.0% | 215 | -156 | -17.33% | Q4 2025 | Jan 23, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 603 | 25 | 0.01% | 0.02% | 216 | -335 | -35.71% | Q4 2025 | Jan 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 400 | 16 | 0.01% | — | 218 | +400 | New | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 360 | 15 | 0.0% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 323 | 13 | 0.01% | — | 221 | +323 | New | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 317 | 13 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 272 | 11 | 0.0% | 0.0% | 222 | +41 | 17.75% | Q4 2025 | Jan 29, 2026 |
| Elevated Capital Advisors, LLC | History | New | 180 | 7 | 0.0% | — | 223 | +180 | New | Q4 2025 | Jan 27, 2026 |
| Global Trust Asset Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 225 | -18 | -39.13% | Q4 2025 | Jan 14, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -233,241 | -100.0% | Q3 2025 | Nov 10, 2025 |
| McAlister, Sweet & Associates, Inc. | History | Closed out | 0 | 0 | — | 2.0% | — | -73,799 | -100.0% | Q3 2025 | Oct 02, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -73,183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -71,392 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -70,813 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 1.68% | — | -47,444 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -44,908 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,013 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -13,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,462 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,725 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clay Northam Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,435 | -100.0% | Q3 2025 | Oct 21, 2025 |