Innovator ETFs Trust - PNOV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,197,340 | 212,363 | 0.07% | 0.07% | 1 | -139,055 | -2.61% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,674,521 | 74,265 | 0.57% | 0.75% | 2 | +107,442 | 6.86% | Q2 2026 | Aug 13, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 608,729 | 26,997 | 2.47% | 2.51% | 3 | +9,951 | 1.66% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 598,159 | 26,528 | 0.03% | 0.03% | 4 | +25,059 | 4.37% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 503,746 | 22,341 | 0.22% | 0.58% | 5 | -730,773 | -59.19% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | Reduced | 404,195 | 17,926 | 0.02% | 0.02% | 6 | -12,285 | -2.95% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 379,841 | 16,845 | 0.02% | 0.02% | 7 | -58,100 | -13.27% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 376,834 | 16,712 | 0.0% | 0.0% | 8 | +9,731 | 2.65% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 350,340 | 15,537 | 0.05% | 0.05% | 9 | -1,893 | -0.54% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 314,558 | 13,950 | 0.14% | 0.17% | 10 | -14,692 | -4.46% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 298,072 | 13,219 | 0.01% | 0.02% | 11 | -47,877 | -13.84% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 264,300 | 11,721 | 0.0% | 0.0% | 12 | -78,730 | -22.95% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 262,014 | 11,620 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 255,479 | 11,330 | 0.0% | 0.0% | 14 | -4,132 | -1.59% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 253,353 | 11,236 | 0.05% | 0.06% | 15 | -13,763 | -5.15% | Q2 2026 | Aug 18, 2026 |
| Lido Advisors, LLC | History | Reduced | 182,919 | 8,112 | 0.02% | 0.02% | 16 | -1,880 | -1.02% | Q2 2026 | Aug 07, 2026 |
| Bellwether Advisors, LLC | History | No change | 134,829 | 5,979 | 0.89% | 0.93% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 126,302 | 5,601 | 0.51% | 1.97% | 18 | -282 | -0.22% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 120,666 | 5,351 | 0.01% | 0.01% | 19 | -291 | -0.24% | Q2 2026 | Jul 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 117,120 | 5,194 | 0.25% | 0.25% | 20 | -1,002 | -0.85% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 116,320 | 5,158 | 0.02% | 0.02% | 21 | -161 | -0.14% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 116,283 | 5,157 | 0.15% | 0.16% | 22 | -1,159 | -0.99% | Q2 2026 | Jul 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 100,754 | 4,468 | 0.01% | 0.01% | 23 | -2,400 | -2.33% | Q2 2026 | Aug 07, 2026 |
| CRA Financial Services, LLC | History | Reduced | 98,264 | 4,358 | 0.5% | 0.52% | 24 | -700 | -0.71% | Q2 2026 | Jul 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 97,460 | 4,322 | 1.14% | 1.21% | 25 | -5,374 | -5.23% | Q2 2026 | Aug 20, 2026 |
| Sherry Group, Inc. | History | Reduced | 85,017 | 3,885 | 3.79% | 7.0% | 26 | -70,180 | -45.22% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 82,779 | 3,671 | 0.48% | 0.55% | 27 | -1,074 | -1.28% | Q2 2026 | Aug 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 79,786 | 3,538 | 1.65% | 1.79% | 28 | -85 | -0.11% | Q2 2026 | Jul 24, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 76,449 | 3,390 | 0.9% | 0.94% | 29 | -1,239 | -1.59% | Q2 2026 | Jul 15, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 71,337 | 3,163 | 1.14% | 1.5% | 30 | -20,061 | -21.95% | Q2 2026 | Jul 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 71,238 | 3,159 | 0.0% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 68,525 | 3,039 | 0.07% | 0.06% | 32 | +17,765 | 35.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 68,115 | 3,020 | 0.03% | 0.03% | 33 | -5,631 | -7.64% | Q2 2026 | Aug 06, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 63,759 | 2,827 | 0.32% | 0.35% | 34 | -2,631 | -3.96% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 62,050 | 2,752 | 0.01% | 0.01% | 35 | -12,340 | -16.59% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 56,187 | 2,491 | 0.01% | 0.01% | 36 | -1,703 | -2.94% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | Reduced | 56,162 | 2,490 | 0.05% | 0.05% | 37 | -2,431 | -4.15% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 55,299 | 2,452 | 0.21% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 54,628 | 2,422 | 0.58% | 0.61% | 39 | -400 | -0.73% | Q2 2026 | Jul 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 54,488 | 2,416 | 0.45% | 0.52% | 40 | -4,902 | -8.25% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 51,564 | 2,286 | 0.01% | 0.02% | 41 | -3,185 | -5.82% | Q2 2026 | Jul 20, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 51,454 | 2,281 | 0.98% | 0.99% | 42 | -296 | -0.57% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Reduced | 48,777 | 2,163 | 0.01% | 0.02% | 43 | -54,481 | -52.76% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 48,434 | 2,148 | 0.38% | 0.39% | 44 | -373 | -0.76% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 47,452 | 2,104 | 0.0% | 0.0% | 45 | -611 | -1.27% | Q2 2026 | Aug 19, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 47,008 | 2,084 | 0.03% | 0.03% | 46 | -2,761 | -5.55% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 46,911 | 2,080 | 0.04% | 0.05% | 47 | -6,438 | -12.07% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 68,355 | 1,998 | 0.0% | 0.0% | 48 | -9,091 | -11.74% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 44,865 | 1,989 | 0.01% | 0.01% | 49 | -20,527 | -31.39% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 43,682 | 1,937 | 0.43% | 0.44% | 50 | -200 | -0.46% | Q2 2026 | Jul 24, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 41,700 | 1,849 | 0.49% | 0.57% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 39,487 | 1,751 | 0.22% | 0.24% | 52 | -1,968 | -4.75% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | New | 39,475 | 1,750 | 0.0% | — | 53 | +39,475 | New | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | Added to | 37,493 | 1,662 | 0.3% | 0.31% | 54 | +480 | 1.3% | Q2 2026 | Jul 16, 2026 |
| Jacobi Capital Management LLC | History | No change | 35,893 | 1,591 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chris Bulman Inc | History | Reduced | 35,603 | 1,578 | 0.58% | 0.73% | 56 | -5,215 | -12.78% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 35,460 | 1,573 | 0.0% | 0.0% | 57 | +2,900 | 8.91% | Q2 2026 | Aug 05, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 35,332 | 1,566 | 0.16% | 0.17% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 35,293 | 1,565 | 0.16% | 0.17% | 59 | -36,795 | -51.04% | Q2 2026 | Jul 16, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 35,112 | 1,557 | 0.2% | 0.22% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 35,086 | 1,556 | 0.27% | 0.29% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 38,000 | 1,552 | 0.27% | 0.28% | 62 | -1,639 | -4.13% | Q2 2026 | Aug 03, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 34,962 | 1,550 | 0.43% | 0.24% | 63 | +14,926 | 74.5% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Reduced | 33,731 | 1,495 | 0.05% | 0.05% | 64 | -680 | -1.98% | Q2 2026 | Jul 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 32,452 | 1,440 | 0.28% | 0.29% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,624 | 1,402 | 0.0% | 0.0% | 66 | +15,263 | 93.29% | Q2 2026 | Sep 02, 2026 |
| Capital Analysts, LLC | History | No change | 31,541 | 1,399 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | No change | 29,748 | 1,324 | 0.12% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 27,887 | 1,236 | 0.17% | 0.17% | 69 | +1,764 | 6.75% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,634 | 1,225 | 0.0% | 0.0% | 70 | -14,703 | -34.73% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 27,124 | 1,202 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 27,069 | 1,200 | 0.0% | 0.0% | 72 | -45,482 | -62.69% | Q2 2026 | Aug 14, 2026 |
| WPWealth LLP | History | No change | 26,958 | 1,195 | 0.18% | 0.17% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | Reduced | 26,777 | 1,187 | 0.06% | 0.06% | 74 | -862 | -3.12% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 26,499 | 1,175 | 0.03% | 0.03% | 75 | -23 | -0.09% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 25,445 | 1,128 | 0.01% | 0.02% | 76 | -3,361 | -11.67% | Q2 2026 | Aug 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,265 | 1,120 | 0.01% | 0.01% | 77 | -1,935 | -7.11% | Q2 2026 | Jul 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 23,693 | 1,055 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 23,667 | 1,049 | 0.1% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 22,370 | 992 | 0.02% | — | 80 | +22,370 | New | Q2 2026 | Jul 28, 2026 |
| Orion Capital Management LLC | History | Reduced | 22,212 | 985 | 0.3% | 0.32% | 81 | -200 | -0.89% | Q2 2026 | Aug 17, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 22,154 | 982 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | Added to | 21,715 | 963 | 0.01% | 0.01% | 83 | +13,769 | 173.28% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 21,522 | 954 | 0.01% | 0.01% | 84 | -114 | -0.53% | Q2 2026 | Jul 27, 2026 |
| Csenge Advisory Group | History | No change | 20,762 | 920 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 20,464 | 907 | 0.08% | 0.08% | 86 | -5 | -0.02% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,356 | 902 | 0.02% | 0.02% | 87 | +771 | 3.94% | Q2 2026 | Jul 15, 2026 |
| FSA Advisors, Inc. | History | Reduced | 20,153 | 893 | 0.41% | 0.55% | 88 | -226 | -1.11% | Q2 2026 | Aug 17, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 20,006 | 887 | 0.66% | 0.88% | 89 | -2,354 | -10.53% | Q2 2026 | Aug 07, 2026 |
| Jessup Wealth Management, Inc | History | No change | 19,693 | 873 | 0.26% | 0.29% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,239 | 853 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 18,829 | 835 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 18,670 | 828 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | New | 18,082 | 801 | 0.0% | — | 94 | +18,082 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 17,178 | 761 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 17,083 | 757 | 0.02% | 0.02% | 96 | -1,478 | -7.96% | Q2 2026 | Aug 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 16,931 | 750 | 0.32% | — | 97 | +16,931 | New | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,591 | 735 | 0.0% | 0.0% | 98 | -4,931 | -22.91% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 16,243 | 720 | 0.03% | 0.04% | 99 | -1,431 | -8.1% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 16,126 | 715 | 0.0% | 0.0% | 100 | -24,198 | -60.01% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 14,370 | 637 | 0.3% | 0.3% | 101 | -500 | -3.36% | Q2 2026 | Jul 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 13,402 | 594 | 0.01% | 0.01% | 102 | -193 | -1.42% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Reduced | 13,701 | 587 | 0.01% | 0.01% | 103 | -516 | -3.63% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 12,555 | 556 | 0.34% | 0.45% | 104 | -5,318 | -29.75% | Q2 2026 | Jul 14, 2026 |
| COFG Advisors, LLC | History | No change | 12,462 | 552 | 0.1% | 0.13% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,119 | 537 | 0.06% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,962 | 530 | 0.02% | 0.02% | 107 | -69 | -0.57% | Q2 2026 | Jul 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 12,686 | 518 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,677 | 517 | 0.02% | 0.02% | 109 | -193 | -1.63% | Q2 2026 | Aug 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 11,614 | 515 | 0.09% | 0.11% | 110 | -5 | -0.04% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,463 | 508 | 0.01% | 0.01% | 111 | -721 | -5.92% | Q2 2026 | Jul 15, 2026 |
| Faithward Advisors, LLC | History | No change | 11,347 | 503 | 0.06% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFMG, LLC | History | No change | 11,326 | 502 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 11,233 | 498 | 0.34% | 0.34% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McAdam, LLC | History | No change | 11,220 | 497 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,074 | 491 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,886 | 482 | 0.01% | 0.01% | 117 | -1 | -0.01% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,830 | 480 | 0.0% | 0.0% | 118 | -7,665 | -41.44% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,799 | 478 | 0.05% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Archer Investment Corp | History | No change | 10,666 | 473 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 10,506 | 465 | 0.17% | 0.18% | 121 | -23 | -0.22% | Q2 2026 | Jul 14, 2026 |
| Crown Wealth Group, LLC | History | No change | 10,035 | 445 | 0.11% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 9,870 | 437 | 0.34% | 0.37% | 123 | -398 | -3.88% | Q2 2026 | Jul 24, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 9,827 | 435 | 0.2% | 0.21% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | Reduced | 9,796 | 434 | 0.04% | 0.04% | 126 | -7 | -0.07% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,800 | 434 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 9,718 | 430 | 0.02% | 0.03% | 128 | -924 | -8.68% | Q2 2026 | Jul 29, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 9,700 | 430 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Weaver Capital Management LLC | History | No change | 10,495 | 428 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,649 | 427 | 0.01% | 0.01% | 130 | -405 | -4.03% | Q2 2026 | Jul 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,558 | 423 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,448 | 419 | 0.02% | 0.02% | 132 | +369 | 4.06% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 9,348 | 417 | 0.21% | 0.23% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 8,871 | 393 | 0.04% | 0.04% | 134 | -16 | -0.18% | Q2 2026 | Jul 20, 2026 |
| Michels Family Financial, LLC | History | No change | 8,880 | 393 | 0.25% | 0.26% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 8,568 | 382 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Straight Path Wealth Management | History | No change | 8,490 | 376 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 8,445 | 374 | 0.16% | 0.18% | 138 | -790 | -8.55% | Q2 2026 | Aug 04, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 8,383 | 371 | 0.22% | 0.24% | 139 | -444 | -5.03% | Q2 2026 | Jul 21, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 8,262 | 366 | 0.02% | 0.03% | 140 | -2,865 | -25.75% | Q2 2026 | Jul 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 8,243 | 365 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 8,195 | 363 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 8,127 | 360 | 0.08% | 0.1% | 143 | -656 | -7.47% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,097 | 359 | 0.01% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,064 | 357 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 8,029 | 356 | 0.33% | 0.31% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,862 | 348 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,756 | 342 | 0.0% | 0.0% | 148 | -6,543 | -45.76% | Q2 2026 | Aug 12, 2026 |
| TrustBank | History | Added to | 7,575 | 335 | 0.11% | 0.08% | 149 | +2,600 | 52.26% | Q2 2026 | Jul 20, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,543 | 334 | 0.01% | 0.01% | 150 | -2,648 | -25.98% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 7,463 | 330 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 7,233 | 320 | 0.0% | — | 152 | +7,233 | New | Q2 2026 | Aug 06, 2026 |
| O'Connor Financial Group LLC | History | Added to | 7,197 | 319 | 0.11% | 0.12% | 153 | +6 | 0.08% | Q2 2026 | Jul 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,162 | 318 | 0.01% | 0.01% | 154 | -539 | -7.0% | Q2 2026 | Jul 28, 2026 |
| CITY HOLDING CO | History | Reduced | 7,125 | 315 | 0.04% | 0.04% | 155 | -500 | -6.56% | Q2 2026 | Jul 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 7,006 | 310 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Reduced | 6,966 | 308 | 0.01% | 0.01% | 157 | -500 | -6.7% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | Added to | 6,912 | 306 | 0.06% | 0.07% | 158 | +12 | 0.17% | Q2 2026 | Jul 29, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 6,827 | 302 | 0.13% | 0.15% | 159 | -411 | -5.68% | Q2 2026 | Jul 22, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 6,754 | 301 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,770 | 300 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,676 | 296 | 0.02% | 0.02% | 162 | -419 | -5.91% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 6,458 | 286 | 0.0% | 0.02% | 164 | -27,079 | -80.74% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,460 | 286 | 0.0% | 0.0% | 163 | -363 | -5.32% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,337 | 281 | 0.01% | 0.02% | 165 | -575 | -8.32% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | New | 6,069 | 269 | 0.0% | — | 166 | +6,069 | New | Q2 2026 | Jul 29, 2026 |
| Summit Wealth Partners, LLC | History | No change | 6,059 | 268 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,875 | 260 | 0.04% | 0.04% | 168 | -3,102 | -34.55% | Q2 2026 | Aug 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 5,858 | 259 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,791 | 256 | 0.02% | 0.02% | 170 | -83 | -1.41% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 5,706 | 253 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,612 | 248 | 0.05% | 0.06% | 172 | -150 | -2.6% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,585 | 247 | 0.0% | 0.01% | 173 | -621 | -10.01% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,538 | 245 | 0.03% | 0.03% | 174 | -492 | -8.16% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,519 | 244 | 0.04% | 0.03% | 175 | -150 | -2.65% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,313 | 235 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catalina Capital Group, LLC | History | No change | 5,513 | 225 | 0.13% | 0.13% | 177 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 5,000 | 221 | 0.0% | — | 179 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 221 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,900 | 217 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 4,869 | 215 | 0.01% | — | 181 | +4,869 | New | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | New | 4,835 | 214 | 0.07% | — | 182 | +4,835 | New | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 4,817 | 213 | 0.0% | — | 183 | +4,817 | New | Q2 2026 | Jul 21, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 4,807 | 213 | 0.04% | — | 184 | +4,807 | New | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | New | 4,719 | 209 | 0.0% | — | 185 | +4,719 | New | Q2 2026 | Aug 13, 2026 |
| Triton Financial Group Inc | History | Reduced | 4,658 | 206 | 0.12% | 0.67% | 186 | -4,658 | -50.0% | Q2 2026 | Aug 17, 2026 |
| Lotus Asset Management LLC | History | New | 4,541 | 201 | 0.18% | — | 187 | +4,541 | New | Q2 2026 | Sep 09, 2026 |
| IMG Wealth Management, Inc. | History | No change | 4,366 | 193 | 0.11% | 0.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,155 | 184 | 0.05% | 0.06% | 189 | -329 | -7.34% | Q2 2026 | Jul 24, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 4,060 | 180 | 0.04% | 0.05% | 190 | -94 | -2.26% | Q2 2026 | Jul 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,069 | 180 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,922 | 174 | 0.01% | 0.01% | 192 | -228 | -5.49% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,000 | 133 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,900 | 128 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,595 | 115 | 0.0% | — | 195 | +2,595 | New | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,556 | 113 | 0.0% | 0.0% | 196 | -1,162 | -31.25% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 2,200 | 97 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,060 | 91 | 0.08% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 1,822 | 80 | 0.0% | — | 199 | +1,822 | New | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,656 | 73 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,340 | 59 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,330 | 58 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,220 | 54 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,200 | 53 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MidFirst Bank | History | New | 1,163 | 51 | 0.0% | — | 205 | +1,163 | New | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,218 | 49 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 608 | 26 | 0.0% | 0.0% | 207 | -77 | -11.24% | Q2 2026 | Jul 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 556 | 24 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 500 | 22 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 425 | 18 | 0.0% | — | 210 | +425 | New | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 400 | 17 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 360 | 16 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 323 | 14 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 317 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 180 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | Reduced | 136 | 6 | 0.0% | 0.0% | 216 | -1,533 | -91.85% | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -34,530 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Talon Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -28,730 | -100.0% | Q2 2026 | Sep 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,355 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -7,728 | -100.0% | Q2 2026 | Jul 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,642 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,029 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,990 | -100.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.01% | — | -635 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -577 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 10, 2026 |