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 | 5,336,395 | 222,954 | 0.07% | 0.07% | 1 | -224,599 | -4.04% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,567,079 | 64,030 | 0.75% | 0.73% | 2 | +88,686 | 6.0% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 1,234,519 | 50,442 | 0.58% | 0.6% | 3 | -13,143 | -1.05% | Q1 2026 | Apr 16, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 598,778 | 24,466 | 2.51% | 0.05% | 4 | +586,907 | 4944.04% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 573,100 | 23,416 | 0.03% | 0.04% | 5 | -103,594 | -15.31% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 437,941 | 17,894 | 0.02% | 0.03% | 6 | -58,608 | -11.8% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 416,480 | 17,017 | 0.02% | 0.02% | 7 | -13,056 | -3.04% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 367,103 | 14,999 | 0.0% | 0.0% | 8 | -7,613 | -2.03% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 352,233 | 14,392 | 0.05% | 0.06% | 9 | -13,387 | -3.66% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 345,949 | 14,135 | 0.02% | 0.02% | 10 | -10,949 | -3.07% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 343,030 | 14,016 | 0.0% | 0.0% | 11 | -17,816 | -4.94% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 329,250 | 13,453 | 0.17% | 0.19% | 12 | -18,690 | -5.37% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 267,116 | 10,914 | 0.06% | 0.07% | 13 | +18,224 | 7.32% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 262,014 | 10,705 | 0.01% | 0.01% | 14 | -892 | -0.34% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 259,611 | 10,607 | 0.0% | 0.0% | 15 | +73,137 | 39.22% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 184,799 | 7,550 | 0.02% | 0.02% | 16 | -5,370 | -2.82% | Q1 2026 | May 13, 2026 |
| Sherry Group, Inc. | History | Added to | 155,197 | 6,411 | 7.0% | 3.29% | 17 | +80,292 | 107.19% | Q1 2026 | May 05, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 134,829 | 5,509 | 0.93% | 0.9% | 18 | -371 | -0.27% | Q1 2026 | May 12, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 126,584 | 5,172 | 1.97% | 0.52% | 19 | -4,192 | -3.21% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 120,957 | 4,942 | 0.01% | 0.01% | 20 | +643 | 0.53% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 118,122 | 4,826 | 0.25% | 0.27% | 21 | -2,762 | -2.28% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 117,442 | 4,798 | 0.16% | 0.17% | 22 | -1,841 | -1.54% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 116,481 | 4,759 | 0.02% | 0.02% | 23 | -1,785 | -1.51% | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | Reduced | 103,258 | 4,219 | 0.02% | 0.03% | 24 | -7,573 | -6.83% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 103,154 | 4,214 | 0.01% | 0.01% | 25 | -16,399 | -13.72% | Q1 2026 | May 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 102,834 | 4,201 | 1.21% | 1.33% | 26 | -2,142 | -2.04% | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | Reduced | 98,964 | 4,043 | 0.52% | 0.54% | 27 | -243 | -0.24% | Q1 2026 | Apr 09, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 91,398 | 3,734 | 1.5% | 1.92% | 28 | -32,921 | -26.48% | Q1 2026 | Apr 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 79,871 | 3,458 | 1.79% | 2.18% | 29 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 83,853 | 3,426 | 0.55% | 0.48% | 30 | -1,466 | -1.72% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 77,688 | 3,174 | 0.94% | 1.01% | 31 | -2,272 | -2.84% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 74,390 | 3,040 | 0.01% | 0.01% | 32 | +198 | 0.27% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 73,746 | 3,013 | 0.03% | 0.03% | 33 | -1,866 | -2.47% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 72,551 | 2,964 | 0.0% | 0.0% | 34 | -4,138 | -5.4% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 72,088 | 2,945 | 0.17% | 0.18% | 35 | +36,350 | 101.71% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 71,238 | 2,910 | 0.01% | 0.01% | 36 | -932 | -1.29% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 66,390 | 2,712 | 0.35% | 0.37% | 37 | -266 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 65,392 | 2,671 | 0.01% | 0.01% | 38 | +21,232 | 48.08% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 59,390 | 2,426 | 0.52% | — | 39 | +59,390 | New | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Reduced | 58,593 | 2,394 | 0.05% | 0.05% | 40 | -2,657 | -4.34% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 57,890 | 2,365 | 0.01% | 0.01% | 41 | -1,095 | -1.86% | Q1 2026 | May 08, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 55,299 | 2,259 | 0.22% | 0.23% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 55,028 | 2,248 | 0.61% | 0.57% | 43 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,749 | 2,237 | 0.02% | 0.02% | 44 | +2,788 | 5.37% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,446 | 2,209 | 0.0% | 0.02% | 45 | -207,211 | -72.79% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 53,349 | 2,179 | 0.05% | 0.05% | 46 | -2,055 | -3.71% | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 50,760 | 2,074 | 0.06% | 0.06% | 47 | -100 | -0.2% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 49,769 | 2,033 | 0.03% | 0.02% | 48 | +25,491 | 105.0% | Q1 2026 | Apr 22, 2026 |
| Southland Equity Partners LLC | History | No change | 48,807 | 1,994 | 0.39% | 0.4% | 49 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 48,063 | 1,963 | 0.0% | 0.0% | 50 | -18,397 | -27.68% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 43,882 | 1,793 | 0.44% | 0.45% | 51 | -100 | -0.23% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,337 | 1,729 | 0.0% | 0.0% | 52 | -259,660 | -85.98% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 41,700 | 1,703 | 0.57% | 0.53% | 53 | +700 | 1.71% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 41,455 | 1,693 | 0.24% | 0.26% | 54 | -790 | -1.87% | Q1 2026 | May 11, 2026 |
| Chris Bulman Inc | History | Reduced | 40,818 | 1,667 | 0.73% | 0.78% | 55 | -1,249 | -2.97% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Added to | 40,324 | 1,647 | 0.0% | 0.0% | 56 | +1,978 | 5.16% | Q1 2026 | May 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 39,639 | 1,619 | 0.28% | 0.28% | 57 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 37,013 | 1,512 | 0.31% | 0.31% | 58 | -37,273 | -50.17% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 35,893 | 1,466 | 0.08% | 0.12% | 59 | -14,396 | -28.63% | Q1 2026 | May 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 35,332 | 1,443 | 0.17% | 0.17% | 60 | -2 | -0.01% | Q1 2026 | May 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 35,112 | 1,434 | 0.22% | 0.24% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 35,086 | 1,433 | 0.29% | 0.31% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 34,530 | 1,410 | 0.74% | 0.75% | 63 | -1,067 | -3.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | No change | 34,411 | 1,406 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,537 | 1,370 | 0.02% | 0.03% | 65 | +1,376 | 4.28% | Q1 2026 | May 18, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 32,452 | 1,333 | 0.29% | 0.29% | 66 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,560 | 1,330 | 0.0% | 0.0% | 67 | +2,381 | 7.89% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | No change | 29,748 | 1,304 | 0.13% | 0.14% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 31,541 | 1,289 | 0.03% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 28,806 | 1,177 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 28,730 | 1,173 | 0.16% | — | 71 | +28,730 | New | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 27,639 | 1,129 | 0.06% | 0.08% | 72 | -4,341 | -13.57% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 27,200 | 1,116 | 0.01% | 0.01% | 73 | -99 | -0.36% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | No change | 27,124 | 1,108 | 0.1% | 0.11% | 74 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WPWealth LLP | History | Reduced | 26,958 | 1,101 | 0.17% | 0.28% | 75 | -15,287 | -36.19% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 26,522 | 1,083 | 0.03% | 0.03% | 76 | -173 | -0.65% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 26,123 | 1,067 | 0.17% | 0.18% | 77 | -63 | -0.24% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 23,693 | 973 | 0.03% | 0.02% | 78 | -2,940 | -11.04% | Q1 2026 | Apr 08, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 23,667 | 967 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 22,360 | 921 | 0.88% | 0.88% | 80 | +300 | 1.36% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | Reduced | 22,412 | 915 | 0.32% | 0.32% | 81 | -25 | -0.11% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 22,154 | 912 | 0.05% | 0.06% | 82 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 21,636 | 884 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 21,522 | 879 | 0.0% | 0.01% | 84 | -1,954 | -8.32% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 20,762 | 848 | 0.04% | 0.04% | 85 | -100 | -0.48% | Q1 2026 | Apr 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 20,469 | 836 | 0.08% | 0.12% | 86 | -7,715 | -27.37% | Q1 2026 | Apr 29, 2026 |
| FSA Advisors, Inc. | History | Reduced | 20,379 | 832 | 0.55% | 0.59% | 87 | -58 | -0.28% | Q1 2026 | May 06, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 20,036 | 818 | 0.24% | 0.25% | 88 | -937 | -4.47% | Q1 2026 | Apr 22, 2026 |
| Jessup Wealth Management, Inc | History | No change | 19,693 | 804 | 0.29% | 0.27% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 19,585 | 800 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 19,239 | 786 | 0.0% | 0.16% | 91 | -691,610 | -97.29% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 18,829 | 769 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | No change | 18,670 | 762 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,561 | 758 | 0.02% | 0.01% | 94 | +12,936 | 229.97% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 18,495 | 755 | 0.0% | 0.0% | 95 | -550 | -2.89% | Q1 2026 | Apr 24, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 17,873 | 730 | 0.45% | 0.51% | 96 | -78 | -0.43% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17,674 | 722 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Reduced | 17,178 | 701 | 0.0% | 0.0% | 98 | -7,520 | -30.45% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,361 | 668 | 0.0% | — | 99 | +16,361 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 16,355 | 668 | 0.01% | — | 100 | +16,355 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 14,870 | 607 | 0.3% | 0.31% | 101 | +135 | 0.92% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 14,217 | 580 | 0.01% | 0.01% | 102 | +142 | 1.01% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,299 | 574 | 0.0% | 0.0% | 103 | +13,527 | 1752.2% | Q1 2026 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 13,595 | 555 | 0.01% | 0.01% | 104 | -3,567 | -20.78% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 12,686 | 518 | 0.01% | 0.03% | 105 | -13,873 | -52.23% | Q1 2026 | Apr 07, 2026 |
| COFG Advisors, LLC | History | Reduced | 12,462 | 509 | 0.13% | 0.13% | 106 | -72 | -0.57% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,184 | 497 | 0.01% | 0.01% | 107 | -745 | -5.76% | Q1 2026 | Apr 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,119 | 495 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 12,031 | 491 | 0.02% | — | 109 | +12,031 | New | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,870 | 485 | 0.02% | 0.02% | 110 | -437 | -3.55% | Q1 2026 | May 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 11,619 | 474 | 0.11% | 0.12% | 111 | -175 | -1.48% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Reduced | 11,347 | 463 | 0.07% | 0.07% | 112 | -331 | -2.83% | Q1 2026 | Apr 17, 2026 |
| SFMG, LLC | History | No change | 11,326 | 462 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Reduced | 11,220 | 458 | 0.02% | 0.02% | 114 | -96 | -0.85% | Q1 2026 | May 08, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 11,233 | 458 | 0.34% | 0.36% | 115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 11,127 | 454 | 0.03% | 0.04% | 116 | -2,370 | -17.56% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,074 | 452 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 10,887 | 444 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,799 | 441 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | No change | 10,666 | 435 | 0.09% | 0.1% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Waterloo Capital, L.P. | History | No change | 10,642 | 434 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 10,529 | 430 | 0.18% | 0.2% | 122 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Weaver Capital Management LLC | History | Reduced | 10,495 | 428 | 0.09% | 0.1% | 123 | -719 | -6.41% | Q1 2026 | Apr 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 10,268 | 419 | 0.37% | 0.46% | 124 | -2,080 | -16.84% | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,191 | 416 | 0.01% | 0.01% | 125 | +27 | 0.27% | Q1 2026 | May 04, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 10,035 | 410 | 0.12% | 0.12% | 126 | -98 | -0.97% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 10,054 | 410 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,800 | 409 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 9,827 | 404 | 0.21% | 0.23% | 129 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 9,348 | 402 | 0.23% | — | 130 | +9,348 | New | Q1 2026 | May 19, 2026 |
| Continuum Advisory, LLC | History | No change | 9,803 | 400 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 9,700 | 396 | 0.14% | 0.14% | 132 | +700 | 7.78% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 9,558 | 390 | 0.02% | 0.03% | 133 | -305 | -3.09% | Q1 2026 | Apr 27, 2026 |
| Triton Financial Group Inc | History | New | 9,316 | 384 | 0.67% | — | 134 | +9,316 | New | Q1 2026 | May 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 9,235 | 377 | 0.18% | 0.17% | 135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,079 | 370 | 0.02% | 0.03% | 136 | -8,158 | -47.33% | Q1 2026 | May 12, 2026 |
| Capital Square, LLC | History | No change | 8,568 | 369 | 0.17% | 0.18% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | No change | 8,977 | 366 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Goldstein Advisors, LLC | History | No change | 8,887 | 363 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Michels Family Financial, LLC | History | No change | 8,880 | 362 | 0.26% | 0.27% | 140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 8,827 | 360 | 0.24% | 0.24% | 141 | -301 | -3.3% | Q1 2026 | Apr 21, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 8,783 | 358 | 0.1% | 0.1% | 142 | -74 | -0.84% | Q1 2026 | May 12, 2026 |
| Straight Path Wealth Management | History | No change | 8,490 | 346 | 0.09% | 0.1% | 143 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 8,243 | 336 | 0.09% | 0.1% | 144 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,862 | 335 | 0.02% | 0.02% | 145 | -73 | -0.92% | Q1 2026 | Apr 20, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 8,195 | 334 | 0.08% | 0.08% | 146 | -170 | -2.03% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 8,097 | 330 | 0.02% | — | 147 | +8,097 | New | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,064 | 329 | 0.01% | 0.01% | 148 | -500 | -5.84% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 8,029 | 328 | 0.31% | — | 149 | +8,029 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 7,946 | 324 | 0.01% | 0.01% | 150 | +262 | 3.41% | Q1 2026 | May 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 7,728 | 315 | 0.33% | 0.5% | 152 | +1,371 | 21.57% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,701 | 315 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITY HOLDING CO | History | Added to | 7,625 | 311 | 0.04% | 0.04% | 153 | +15 | 0.2% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 7,466 | 305 | 0.01% | 0.01% | 154 | -154 | -2.02% | Q1 2026 | May 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 7,463 | 304 | 0.08% | 0.09% | 155 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,233 | 302 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Foundry Financial Group, Inc. | History | No change | 7,238 | 295 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| O'Connor Financial Group LLC | History | Added to | 7,191 | 293 | 0.12% | 0.12% | 158 | +7 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 7,095 | 289 | 0.02% | 0.02% | 159 | -25 | -0.35% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 7,006 | 286 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,912 | 282 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Weaver Consulting Group | History | Added to | 6,900 | 281 | 0.07% | 0.06% | 162 | +763 | 12.43% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,823 | 278 | 0.0% | 0.0% | 163 | -1,077 | -13.63% | Q1 2026 | May 01, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,770 | 276 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 6,754 | 275 | 0.11% | 0.12% | 165 | -38 | -0.56% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,206 | 253 | 0.01% | 0.01% | 166 | -2,057 | -24.89% | Q1 2026 | May 01, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 6,059 | 247 | 0.04% | 0.05% | 167 | -602 | -9.04% | Q1 2026 | Apr 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 6,030 | 246 | 0.03% | 0.04% | 168 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,874 | 240 | 0.02% | 0.02% | 169 | -302 | -4.89% | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 5,858 | 239 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nikulski Financial, Inc. | History | No change | 5,762 | 235 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 5,706 | 233 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 5,642 | 232 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,669 | 231 | 0.03% | 0.04% | 174 | -474 | -7.72% | Q1 2026 | May 13, 2026 |
| Catalina Capital Group, LLC | History | No change | 5,513 | 225 | 0.13% | 0.14% | 175 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,313 | 217 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 213 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 5,029 | 205 | 0.06% | 0.11% | 178 | -4,849 | -49.09% | Q1 2026 | Apr 15, 2026 |
| TrustBank | History | No change | 4,975 | 203 | 0.08% | 0.09% | 179 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,900 | 200 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,484 | 183 | 0.06% | 0.06% | 181 | -1 | -0.02% | Q1 2026 | Apr 09, 2026 |
| IMG Wealth Management, Inc. | History | No change | 4,366 | 178 | 0.11% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,150 | 170 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,154 | 169 | 0.05% | 0.04% | 184 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,069 | 166 | 0.0% | — | 185 | +4,069 | New | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,655 | 152 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,718 | 151 | 0.0% | 0.01% | 187 | -2,668 | -41.78% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,000 | 122 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,900 | 118 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlphaCore Capital LLC | History | No change | 2,200 | 89 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,060 | 84 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,990 | 81 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Added to | 1,669 | 68 | 0.0% | 0.0% | 193 | +383 | 29.78% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,656 | 67 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,330 | 55 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,340 | 54 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,218 | 49 | 0.0% | 0.0% | 199 | -250 | -17.03% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,200 | 49 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,220 | 49 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,057 | 44 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 720 | 29 | 0.0% | 0.0% | 201 | +448 | 164.71% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 685 | 27 | 0.0% | 0.0% | 202 | -59 | -7.93% | Q1 2026 | May 06, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 635 | 25 | 0.01% | 0.01% | 203 | -231 | -26.67% | Q1 2026 | Apr 03, 2026 |
| Ascentis Independent Advisors | History | New | 577 | 23 | 0.0% | — | 204 | +577 | New | Q1 2026 | Apr 28, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 556 | 22 | 0.01% | 0.01% | 205 | -47 | -7.79% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 500 | 20 | 0.0% | — | 208 | +500 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 500 | 20 | 0.0% | 0.0% | 206 | -300 | -37.5% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 400 | 16 | 0.01% | 0.0% | 209 | +300 | 300.0% | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 360 | 15 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 323 | 13 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 317 | 12 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 180 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,348 | -100.0% | Q1 2026 | May 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -25,578 | -100.0% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,432 | -100.0% | Q1 2026 | May 13, 2026 |
| Blue Water Asset Management | History | Closed out | 0 | 0 | — | 0.26% | — | -17,373 | -100.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,799 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,057 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,837 | -100.0% | Q1 2026 | May 15, 2026 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -11,815 | -100.0% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,692 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -10,908 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,500 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,961 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,798 | -100.0% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,525 | -100.0% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -7,189 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,957 | -100.0% | Q1 2026 | May 13, 2026 |
| Selby Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,923 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,835 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,500 | -100.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,526 | -100.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,447 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,105 | -100.0% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -900 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 14, 2026 |