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 | No change | 5,197,340 | 212,363 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,674,521 | 74,265 | 0.57% | 0.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 598,159 | 26,528 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 492,533 | 22,469 | 0.22% | 0.22% | 4 | -11,213 | -2.23% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 404,195 | 17,926 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 376,834 | 16,712 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 314,558 | 13,950 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 300,271 | 13,698 | 0.04% | 0.05% | 8 | -50,069 | -14.29% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 298,072 | 13,219 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 269,556 | 12,297 | 0.02% | 0.02% | 10 | -110,285 | -29.03% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 264,300 | 11,721 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 262,014 | 11,620 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 255,479 | 11,330 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 253,353 | 11,236 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bullseye Investment Management, LLC | History | New | 218,173 | 9,953 | 4.91% | — | 15 | +218,173 | New | Q3 2026 | Oct 29, 2026 |
| Lido Advisors, LLC | History | Added to | 206,175 | 9,405 | 0.02% | 0.02% | 16 | +23,256 | 12.71% | Q3 2026 | Nov 04, 2026 |
| Bellwether Advisors, LLC | History | No change | 134,829 | 5,979 | 0.89% | 0.89% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 123,792 | 5,647 | 0.5% | 0.51% | 18 | -2,510 | -1.99% | Q3 2026 | Nov 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 117,120 | 5,194 | 0.25% | 0.25% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 116,320 | 5,158 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 111,150 | 5,070 | 0.15% | 0.15% | 21 | -5,133 | -4.41% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 100,754 | 4,468 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CRA Financial Services, LLC | History | Reduced | 94,783 | 4,324 | 0.48% | 0.5% | 23 | -3,481 | -3.54% | Q3 2026 | Oct 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 91,107 | 4,156 | 1.14% | 1.14% | 24 | -6,353 | -6.52% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 90,973 | 4,150 | 0.0% | 0.01% | 25 | -29,693 | -24.61% | Q3 2026 | Oct 30, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 80,647 | 3,679 | 0.32% | 2.47% | 26 | -528,082 | -86.75% | Q3 2026 | Oct 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 82,779 | 3,671 | 0.48% | 0.48% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 79,786 | 3,538 | 1.65% | 1.65% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,133 | 3,288 | 0.0% | 0.0% | 29 | +26,778 | 39.17% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 71,238 | 3,159 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 68,525 | 3,039 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 68,115 | 3,020 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,468 | 2,849 | 0.02% | 0.01% | 33 | +40,946 | 190.25% | Q3 2026 | Oct 16, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 62,165 | 2,835 | 0.31% | 0.32% | 34 | -1,594 | -2.5% | Q3 2026 | Oct 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 56,187 | 2,491 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 56,162 | 2,490 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 53,953 | 2,461 | 0.54% | 0.58% | 37 | -675 | -1.24% | Q3 2026 | Oct 20, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 55,299 | 2,452 | 0.21% | 0.21% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 50,706 | 2,313 | 0.01% | 0.01% | 39 | -11,344 | -18.28% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 51,564 | 2,286 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 51,454 | 2,281 | 0.98% | 0.98% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 49,303 | 2,250 | 0.4% | 0.45% | 42 | -5,185 | -9.52% | Q3 2026 | Nov 03, 2026 |
| Southland Equity Partners LLC | History | Reduced | 48,407 | 2,208 | 0.38% | 0.38% | 43 | -27 | -0.06% | Q3 2026 | Oct 14, 2026 |
| MAI Capital Management | History | No change | 48,777 | 2,163 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 47,008 | 2,144 | 0.02% | 0.03% | 45 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 47,452 | 2,104 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 46,076 | 2,101 | 0.72% | 1.14% | 47 | -25,261 | -35.41% | Q3 2026 | Oct 07, 2026 |
| Diligent Investors, LLC | History | No change | 43,682 | 1,992 | 0.44% | 0.43% | 48 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 44,865 | 1,989 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 41,634 | 1,899 | 0.49% | 0.49% | 50 | -66 | -0.16% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 39,475 | 1,750 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 37,874 | 1,727 | 0.21% | 0.22% | 52 | -1,613 | -4.08% | Q3 2026 | Oct 29, 2026 |
| BCS Wealth Management | History | Reduced | 37,094 | 1,692 | 0.3% | 0.3% | 53 | -399 | -1.06% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 35,921 | 1,638 | 0.03% | 0.04% | 54 | -10,990 | -23.43% | Q3 2026 | Oct 16, 2026 |
| Chris Bulman Inc | History | Reduced | 35,433 | 1,616 | 0.57% | 0.58% | 55 | -170 | -0.48% | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | No change | 35,893 | 1,591 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 34,798 | 1,587 | 0.15% | 0.16% | 57 | -495 | -1.4% | Q3 2026 | Oct 14, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 34,502 | 1,573 | 0.16% | 0.16% | 59 | -830 | -2.35% | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 35,460 | 1,573 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 35,112 | 1,557 | 0.2% | 0.2% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 38,000 | 1,552 | 0.27% | 0.27% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Freedom Investment Management, Inc. | History | No change | 34,962 | 1,550 | 0.43% | 0.43% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 33,731 | 1,538 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 33,647 | 1,534 | 0.25% | 0.27% | 64 | -1,439 | -4.1% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,624 | 1,402 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Capital Analysts, LLC | History | No change | 31,541 | 1,399 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 30,340 | 1,398 | 0.26% | 0.28% | 67 | -2,112 | -6.51% | Q3 2026 | Oct 09, 2026 |
| Bison Wealth, LLC | History | Reduced | 29,726 | 1,373 | 0.11% | 0.12% | 68 | -22 | -0.07% | Q3 2026 | Oct 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 27,887 | 1,236 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,634 | 1,225 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 26,777 | 1,221 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | Reduced | 26,454 | 1,206 | 0.25% | 0.26% | 72 | -881 | -3.22% | Q3 2026 | Oct 16, 2026 |
| Rothschild Wealth LLC | History | No change | 27,124 | 1,202 | 0.1% | 0.1% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 27,069 | 1,200 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPWealth LLP | History | No change | 26,958 | 1,195 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 26,499 | 1,175 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,445 | 1,128 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 23,693 | 1,090 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,040 | 1,051 | 0.01% | 0.01% | 79 | -2,225 | -8.81% | Q3 2026 | Oct 08, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 23,667 | 1,049 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 22,556 | 1,029 | 0.71% | 0.66% | 81 | +2,550 | 12.75% | Q3 2026 | Oct 16, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 22,154 | 1,023 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 22,370 | 1,020 | 0.04% | 0.02% | 83 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Orion Capital Management LLC | History | No change | 22,212 | 985 | 0.3% | 0.3% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 21,715 | 963 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | History | No change | 20,762 | 947 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 20,464 | 933 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FSA Advisors, Inc. | History | No change | 20,153 | 893 | 0.41% | 0.41% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,356 | 883 | 0.02% | 0.02% | 89 | -1,000 | -4.91% | Q3 2026 | Oct 13, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 19,363 | 883 | 0.19% | 0.26% | 90 | -330 | -1.68% | Q3 2026 | Oct 20, 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 | No change | 18,082 | 801 | 0.0% | 0.0% | 94 | 0 | 0.0% | 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 | No change | 17,083 | 757 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 16,591 | 735 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 16,028 | 731 | 0.32% | 0.32% | 98 | -903 | -5.33% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 15,842 | 728 | 0.03% | 0.03% | 99 | -401 | -2.47% | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 16,126 | 715 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 14,070 | 641 | 0.29% | 0.3% | 101 | -300 | -2.09% | Q3 2026 | Oct 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 13,342 | 608 | 0.01% | 0.01% | 102 | -60 | -0.45% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 13,701 | 587 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 12,119 | 552 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COFG Advisors, LLC | History | No change | 12,462 | 552 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 11,677 | 532 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Goldstein Advisors, LLC | History | Added to | 11,633 | 530 | 0.05% | 0.04% | 107 | +2,762 | 31.14% | Q3 2026 | Oct 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 11,614 | 515 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 11,273 | 514 | 0.3% | 0.34% | 109 | -1,282 | -10.21% | Q3 2026 | Oct 16, 2026 |
| McAdam, LLC | History | No change | 11,220 | 511 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Faithward Advisors, LLC | History | No change | 11,347 | 503 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFMG, LLC | History | No change | 11,326 | 502 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 11,233 | 498 | 0.34% | 0.34% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clear Point Advisors Inc. | History | New | 10,908 | 497 | 0.34% | — | 114 | +10,908 | New | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,799 | 492 | 0.06% | 0.05% | 115 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,074 | 491 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Archer Investment Corp | History | No change | 10,666 | 486 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Private Advisor Group, LLC | History | No change | 10,830 | 480 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,507 | 479 | 0.01% | 0.02% | 119 | -1,455 | -12.16% | Q3 2026 | Oct 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 10,506 | 465 | 0.17% | 0.17% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 10,010 | 456 | 0.11% | 0.11% | 121 | -25 | -0.25% | Q3 2026 | Oct 19, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 9,827 | 453 | 0.19% | 0.2% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,914 | 452 | 0.01% | 0.01% | 123 | -972 | -8.93% | Q3 2026 | Oct 22, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,558 | 436 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q3 2026 | Oct 29, 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 |
| Continuum Advisory, LLC | History | No change | 9,796 | 434 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 9,494 | 433 | 0.32% | 0.34% | 127 | -376 | -3.81% | Q3 2026 | Nov 02, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 9,700 | 430 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waterloo Capital, L.P. | History | No change | 9,718 | 430 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 9,345 | 427 | 0.2% | 0.21% | 130 | -3 | -0.03% | Q3 2026 | Oct 27, 2026 |
| Weaver Capital Management LLC | History | Reduced | 9,298 | 424 | 0.08% | 0.09% | 131 | -1,197 | -11.41% | Q3 2026 | Oct 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,241 | 421 | 0.01% | 0.01% | 132 | -408 | -4.23% | Q3 2026 | Oct 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,448 | 419 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, LLC | History | No change | 8,880 | 405 | 0.25% | 0.25% | 134 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,647 | 394 | 0.01% | 0.01% | 135 | -2,816 | -24.57% | Q3 2026 | Nov 03, 2026 |
| Capital Square, LLC | History | No change | 8,568 | 390 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Straight Path Wealth Management | History | No change | 8,490 | 387 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Pacific Park Financial, Inc. | History | No change | 8,383 | 382 | 0.23% | 0.22% | 138 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 8,371 | 381 | 0.16% | 0.16% | 139 | -74 | -0.88% | Q3 2026 | Oct 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 8,243 | 376 | 0.1% | 0.09% | 140 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 8,191 | 373 | 0.08% | 0.08% | 141 | -4 | -0.05% | Q3 2026 | Oct 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,921 | 361 | 0.01% | 0.01% | 142 | -143 | -1.77% | Q3 2026 | Oct 28, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 8,127 | 360 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,097 | 359 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,862 | 358 | 0.03% | 0.02% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 8,029 | 356 | 0.33% | 0.33% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 7,614 | 347 | 0.01% | 0.01% | 147 | +71 | 0.94% | Q3 2026 | Oct 19, 2026 |
| TrustBank | History | No change | 7,575 | 345 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,756 | 342 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'Connor Financial Group LLC | History | Added to | 7,263 | 331 | 0.12% | 0.11% | 150 | +66 | 0.92% | Q3 2026 | Oct 26, 2026 |
| Weaver Consulting Group | History | Added to | 7,221 | 329 | 0.06% | 0.06% | 151 | +309 | 4.47% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,233 | 320 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 7,006 | 319 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Foundry Financial Group, Inc. | History | No change | 6,827 | 311 | 0.13% | 0.13% | 154 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,770 | 308 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,633 | 302 | 0.02% | 0.02% | 156 | -43 | -0.64% | Q3 2026 | Oct 08, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 6,754 | 301 | 0.11% | 0.11% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 6,463 | 294 | 0.07% | 0.08% | 158 | -1,000 | -13.4% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,425 | 293 | 0.01% | 0.01% | 159 | -737 | -10.29% | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,337 | 289 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,460 | 286 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,458 | 286 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | Reduced | 6,245 | 284 | 0.03% | 0.04% | 163 | -880 | -12.35% | Q3 2026 | Oct 19, 2026 |
| Sigma Planning Corp | History | Reduced | 6,116 | 278 | 0.01% | 0.01% | 164 | -850 | -12.2% | Q3 2026 | Oct 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,067 | 276 | 0.02% | 0.02% | 165 | +361 | 6.33% | Q3 2026 | Oct 08, 2026 |
| HB Wealth Management, LLC | History | No change | 6,069 | 276 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 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 | No change | 5,875 | 260 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,791 | 256 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seven Hills Financial, LLC | History | New | 5,468 | 249 | 0.15% | — | 170 | +5,468 | New | Q3 2026 | Oct 13, 2026 |
| Nikulski Financial, Inc. | History | No change | 5,612 | 248 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 5,585 | 247 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,538 | 245 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,519 | 244 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,269 | 240 | 0.0% | 0.0% | 175 | +1,200 | 29.49% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,313 | 235 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 231 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,000 | 221 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,900 | 217 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 4,719 | 215 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,869 | 215 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | No change | 4,835 | 214 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,817 | 213 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,807 | 213 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lotus Asset Management LLC | History | No change | 4,541 | 207 | 0.17% | 0.18% | 185 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Triton Financial Group Inc | History | No change | 4,658 | 206 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BigSur Wealth Management LLC | History | Added to | 4,274 | 194 | 0.05% | 0.04% | 187 | +214 | 5.27% | Q3 2026 | Oct 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 4,077 | 185 | 0.1% | 0.11% | 188 | -289 | -6.62% | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 4,045 | 184 | 0.05% | 0.05% | 189 | -110 | -2.65% | Q3 2026 | Oct 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,922 | 174 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFS Advisors, LLC | History | New | 3,173 | 144 | 0.04% | — | 191 | +3,173 | New | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,000 | 136 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,900 | 132 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,595 | 115 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,556 | 113 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 2,200 | 100 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RED REEF ADVISORS LLC | History | No change | 2,060 | 91 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 1,822 | 80 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,656 | 75 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,340 | 61 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,330 | 60 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,220 | 55 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MidFirst Bank | History | No change | 1,163 | 51 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 600 | 27 | 0.0% | 0.0% | 204 | -600 | -50.0% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | No change | 608 | 27 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 577 | 26 | 0.0% | — | 206 | +577 | New | Q3 2026 | Nov 03, 2026 |
| Bernard Wealth Management Corp. | History | No change | 556 | 24 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 500 | 22 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 425 | 18 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 360 | 16 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 323 | 14 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 180 | 8 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 136 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherry Group, Inc. | History | Closed out | 0 | 0 | — | 3.79% | — | -85,017 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.9% | — | -76,449 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,262 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,858 | -100.0% | Q3 2026 | Nov 02, 2026 |