Innovator ETFs Trust - POCT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 1,914,793 84,097 0.03% 0.03% 1 -69,036 -3.48% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 1,577,949 69,303 0.1% 0.08% 2 +420,361 36.31% Q4 2025 Feb 11, 2026
Penserra Capital Management LLC History Reduced 1,417,784 62,269 0.74% 0.74% 3 -25,961 -1.8% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 893,154 39,227 0.45% 0.1% 4 +690,470 340.66% Q4 2025 Jan 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 831,988 36,773 0.05% 0.02% 5 +508,606 157.28% Q4 2025 Jan 08, 2026
OSAIC HOLDINGS, INC. History Added to 795,864 34,954 0.05% 0.04% 6 +92,441 13.14% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 781,573 34,326 0.05% 0.04% 7 +122,334 18.56% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 607,412 26,677 0.11% 8 +607,412 New Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 454,521 19,962 0.01% 0.01% 9 -107,656 -19.15% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 424,039 18,623 0.02% 0.01% 10 +285,754 206.64% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 422,593 18,560 0.01% 0.01% 11 +60,167 16.6% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 384,039 16,866 0.0% 0.0% 12 +33,319 9.5% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 371,926 16,334 0.04% 0.0% 13 +336,218 941.58% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 270,704 11,889 0.03% 0.03% 14 +8,288 3.16% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 268,853 11,808 0.01% 0.01% 15 +69,090 34.59% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 252,367 11,083 0.39% 0.38% 16 +6,851 2.79% Q4 2025 Jan 13, 2026
HighTower Advisors, LLC History Added to 250,883 11,018 0.01% 0.01% 17 +6,613 2.71% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 245,589 10,786 0.03% 0.03% 18 +25,298 11.48% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 244,048 10,718 0.08% 0.07% 19 +41,887 20.72% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 219,915 9,658 0.01% 0.0% 20 +215,896 5371.88% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Added to 212,051 9,313 0.04% 0.04% 21 +14,152 7.15% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 198,815 8,731 0.02% 0.02% 22 -2,083 -1.04% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 197,218 8,661 0.02% 0.01% 23 +69,959 54.97% Q4 2025 Feb 13, 2026
AA Financial Advisors, LLC History Reduced 193,497 8,498 1.57% 1.72% 24 -9,632 -4.74% Q4 2025 Jan 14, 2026
WEST MICHIGAN ADVISORS, LLC History New 186,976 8,211 1.89% 25 +186,976 New Q4 2025 Jan 28, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 183,397 8,054 0.15% 0.17% 26 -14,051 -7.12% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 180,300 7,918 0.01% 0.01% 27 +15,941 9.7% Q4 2025 Feb 18, 2026
Beacon Pointe Advisors, LLC History Added to 172,787 7,588 0.05% 0.05% 28 +23,803 15.98% Q4 2025 Feb 18, 2026
MAI Capital Management History Added to 165,010 7,247 0.04% 0.01% 29 +125,342 315.98% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Reduced 163,375 7,175 0.09% 0.14% 30 -87,905 -34.98% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Added to 153,421 6,738 0.01% 0.01% 31 +4,750 3.19% Q4 2025 Feb 02, 2026
Cresset Asset Management, LLC History Added to 138,725 6,092 0.03% 0.02% 32 +18,970 15.84% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 137,995 6,060 0.55% 0.45% 33 +28,777 26.35% Q4 2025 Jan 12, 2026
Motiv8 Investments LLC History Reduced 131,475 5,774 3.15% 3.99% 34 -42,418 -24.39% Q4 2025 Feb 13, 2026
Triad Wealth Partners, LLC History Added to 115,928 5,091 0.48% 0.53% 35 +20,501 21.48% Q4 2025 Jan 22, 2026
Trek Financial, LLC History Added to 115,188 5,059 0.29% 0.25% 36 +16,121 16.27% Q4 2025 Feb 04, 2026
WPWealth LLP History Reduced 112,812 4,954 0.78% 0.91% 37 -16,503 -12.76% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 111,554 4,899 0.07% 0.06% 38 +12,192 12.27% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 109,869 4,825 0.01% 0.01% 39 +34,220 45.24% Q4 2025 Feb 05, 2026
Signal Advisors Wealth, LLC History New 92,970 4,083 0.32% 40 +92,970 New Q4 2025 Jan 13, 2026
Keating Financial Advisory Services, Inc. History New 90,680 3,982 0.54% 41 +90,680 New Q4 2025 Feb 09, 2026
Southland Equity Partners LLC History Reduced 89,424 3,927 0.78% 0.81% 42 -3,028 -3.28% Q4 2025 Jan 14, 2026
Rockefeller Capital Management L.P. History Added to 86,660 3,806 0.01% 0.0% 43 +86,105 15514.41% Q4 2025 Mar 16, 2026
OneDigital Investment Advisors LLC History Added to 83,286 3,657 0.04% 0.03% 44 +22,760 37.6% Q4 2025 Feb 13, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 80,750 3,546 0.47% 0.82% 45 -50,914 -38.67% Q4 2025 Jan 21, 2026
CreativeOne Wealth, LLC History Reduced 79,474 3,490 0.08% 0.1% 46 -12,844 -13.91% Q4 2025 Feb 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 77,821 3,417 0.5% 0.54% 47 -4,389 -5.34% Q4 2025 Feb 09, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 77,315 3,395 0.56% 48 +77,315 New Q4 2025 Feb 18, 2026
WEALTH ALLIANCE, LLC History Added to 74,988 3,293 0.32% 0.32% 49 +2,084 2.86% Q4 2025 Feb 13, 2026
CRA Financial Services, LLC History Added to 73,085 3,209 0.42% 0.22% 50 +36,075 97.47% Q4 2025 Jan 16, 2026
Elmwood Wealth Management, Inc. History Added to 71,554 3,142 0.99% 1.04% 51 +3,175 4.64% Q4 2025 Jan 08, 2026
BCS Wealth Management History Added to 71,533 3,141 0.32% 0.35% 52 +35,398 97.96% Q4 2025 Jan 26, 2026
Global Strategic Investment Solutions, LLC History Reduced 70,195 3,082 0.3% 0.32% 53 -4,113 -5.54% Q4 2025 Jan 29, 2026
Chris Bulman Inc History Added to 68,823 3,022 1.34% 1.09% 54 +18,407 36.51% Q4 2025 Jan 14, 2026
Cassady Wealth & Retirement Planning, LLC History New 68,631 3,014 1.97% 55 +68,631 New Q4 2025 Apr 02, 2026
IFP Advisors, Inc History Added to 65,260 2,866 0.06% 0.05% 56 +20,874 47.03% Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Reduced 63,504 2,789 0.04% 0.09% 57 -60,310 -48.71% Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 62,882 2,761 0.16% 0.16% 58 +8,914 16.52% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Added to 61,424 2,698 0.12% 0.11% 59 +4,599 8.09% Q4 2025 Feb 13, 2026
Three Seasons Wealth, LLC History Added to 59,500 2,613 0.25% 0.25% 60 +400 0.68% Q4 2025 Jan 15, 2026
Advyzon Investment Management, LLC History Added to 59,061 2,593 0.3% 0.3% 61 +18,826 46.79% Q4 2025 Feb 13, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 58,745 2,580 2.11% 2.13% 62 0 0.0% Q4 2025 Feb 03, 2026
Ausdal Financial Partners, Inc. History Added to 57,992 2,547 0.12% 0.11% 63 +4,129 7.67% Q4 2025 Feb 13, 2026
Diligent Investors, LLC History Added to 57,723 2,535 0.62% 0.59% 64 +3,775 7.0% Q4 2025 Jan 23, 2026
Fortune Financial Group, Inc. History New 50,860 2,459 2.42% 65 +50,860 New Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 54,700 2,402 0.01% 0.01% 66 +88 0.16% Q4 2025 Feb 18, 2026
World Investment Advisors History Added to 53,776 2,361 0.04% 0.0% 67 +48,697 958.79% Q4 2025 Mar 12, 2026
Encompass More Asset Management History Added to 48,033 2,109 0.39% 0.4% 68 +143 0.3% Q4 2025 Feb 03, 2026
Tradition Wealth Management, LLC History Reduced 47,822 2,100 0.15% 0.16% 69 -3,427 -6.69% Q4 2025 Feb 11, 2026
Bellwether Advisors, LLC History Added to 45,585 2,002 0.32% 0.31% 70 +2,048 4.7% Q4 2025 Feb 09, 2026
GILL CAPITAL PARTNERS, LLC History Added to 45,454 1,996 0.61% 0.34% 71 +19,410 74.53% Q4 2025 Feb 10, 2026
RFG Advisory, LLC History Reduced 44,751 1,965 0.04% 0.04% 72 -2,251 -4.79% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History New 44,093 1,936 0.0% 73 +44,093 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Reduced 43,240 1,899 0.01% 0.01% 74 -3,596 -7.68% Q4 2025 Jan 26, 2026
Atlantic Private Wealth, LLC History New 42,346 1,859 1.19% 75 +42,346 New Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 41,061 1,803 0.02% 0.02% 76 +2,758 7.2% Q4 2025 Feb 05, 2026
U.S. Capital Wealth Advisors, LLC History Added to 40,652 1,785 0.05% 0.03% 77 +13,581 50.17% Q4 2025 Jan 23, 2026
Farther Finance Advisors, LLC History Reduced 39,891 1,752 0.02% 0.03% 78 -5,514 -12.14% Q4 2025 Jan 23, 2026
BFI Wealth Solutions, LLC History New 39,449 1,732 1.65% 79 +39,449 New Q4 2025 Feb 19, 2026
ARS Wealth Advisors Group, LLC History Reduced 39,392 1,730 0.16% 0.17% 80 -267 -0.67% Q4 2025 Jan 12, 2026
Bedel Financial Consulting, Inc. History No change 39,213 1,722 0.19% 0.22% 81 0 0.0% Q4 2025 Jan 28, 2026
Cape Investment Advisory, Inc. History New 37,755 1,658 0.51% 82 +37,755 New Q4 2025 Feb 17, 2026
Forty-three Eighteen Advisors, LLC History New 37,041 1,626 1.26% 83 +37,041 New Q4 2025 Mar 16, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 35,850 1,574 0.27% 0.28% 84 -1,749 -4.65% Q4 2025 Jan 27, 2026
Jacobi Capital Management LLC History No change 34,959 1,535 0.09% 0.09% 85 0 0.0% Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 34,522 1,516 0.18% 0.18% 86 +2,150 6.64% Q4 2025 Jan 26, 2026
Beacon Financial Advisory LLC History Added to 34,511 1,515 0.35% 0.33% 87 +1,166 3.5% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 32,947 1,450 0.1% 0.11% 88 -924 -2.73% Q4 2025 Jan 15, 2026
COFG Advisors, LLC History New 32,492 1,427 0.35% 89 +32,492 New Q4 2025 Feb 10, 2026
CORRADO ADVISORS, LLC History Added to 30,715 1,349 0.68% 0.3% 90 +17,674 135.53% Q4 2025 Feb 10, 2026
MGO ONE SEVEN LLC History New 29,711 1,304 0.03% 91 +29,711 New Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 29,104 1,278 0.02% 0.01% 92 +20,973 257.94% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 27,949 1,227 0.02% 0.02% 93 0 0.0% Q4 2025 Jan 20, 2026
Castle Rock Wealth Management, LLC History Added to 27,445 1,208 0.26% 0.26% 94 +74 0.27% Q4 2025 Feb 05, 2026
Orion Capital Management LLC History Added to 27,415 1,204 0.4% 0.37% 95 +2,903 11.84% Q4 2025 Feb 03, 2026
BENJAMIN EDWARDS INC History Added to 27,412 1,203 0.01% 0.01% 96 +897 3.38% Q4 2025 Feb 02, 2026
AlphaStar Capital Management, LLC History New 27,222 1,195 0.09% 97 +27,222 New Q4 2025 Feb 02, 2026
FSA Advisors, Inc. History Added to 26,916 1,182 0.82% 0.86% 98 +1,708 6.78% Q4 2025 Feb 02, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 26,810 1,177 0.02% 0.01% 99 +10,524 64.62% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Added to 26,217 1,151 0.01% 0.01% 100 +333 1.29% Q4 2025 Jan 26, 2026
Blue Water Asset Management History New 25,778 1,132 0.41% 101 +25,778 New Q4 2025 Feb 05, 2026
Cornerstone Wealth Group, LLC History Reduced 25,427 1,116 0.08% 0.08% 102 -1,056 -3.99% Q4 2025 Jan 26, 2026
Sugar Maple Asset Management, LLC History No change 25,372 1,114 0.75% 0.78% 103 0 0.0% Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History Added to 24,933 1,095 0.01% 0.0% 104 +13,185 112.23% Q4 2025 Jan 26, 2026
Sound View Wealth Advisors Group, LLC History Added to 24,895 1,093 0.07% 0.06% 105 +6,071 32.25% Q4 2025 Jan 08, 2026
WealthPLAN Partners, LLC History Added to 24,541 1,077 0.16% 0.09% 106 +9,877 67.36% Q4 2025 Feb 12, 2026
WorthPointe, LLC History Reduced 24,387 1,071 0.28% 0.64% 107 -15,238 -38.46% Q4 2025 Jan 26, 2026
WealthPlan Investment Management, LLC History New 23,409 1,028 0.07% 108 +23,409 New Q4 2025 Feb 05, 2026
Rothschild Wealth LLC History New 22,682 996 0.1% 109 +22,682 New Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 22,196 974 0.01% 0.01% 110 0 0.0% Q4 2025 Feb 09, 2026
Ascent Wealth Partners, LLC History Added to 21,866 960 0.11% 0.06% 111 +10,801 97.61% Q4 2025 Feb 02, 2026
Berger Financial Group, Inc History Added to 21,546 946 0.05% 0.06% 112 +169 0.79% Q4 2025 Jan 27, 2026
Pinnacle Wealth Management Group, Inc. History Added to 20,990 921 0.46% 0.24% 113 +9,950 90.13% Q4 2025 Jan 23, 2026
HFG Wealth Management, LLC History Reduced 20,896 917 0.51% 0.5% 114 -611 -2.84% Q4 2025 Jan 16, 2026
Integrity Advisory Solutions, LLC History New 20,456 898 0.13% 115 +20,456 New Q4 2025 Feb 09, 2026
Wood Tarver Financial Group, LLC History Added to 20,296 891 0.25% 0.23% 116 +1,927 10.49% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 20,172 885 0.05% 0.05% 117 -4,194 -17.21% Q4 2025 Jan 30, 2026
PTM WEALTH MANAGEMENT, LLC History No change 19,672 866 0.49% 0.51% 118 0 0.0% Q4 2025 Jan 09, 2026
HARBOUR INVESTMENTS, INC. History Reduced 19,333 849 0.02% 0.02% 119 -1,790 -8.47% Q4 2025 Feb 09, 2026
Focus Financial Network, Inc. History Reduced 19,198 843 0.03% 0.03% 120 -115 -0.6% Q4 2025 Jan 12, 2026
Liberty Atlantic Advisors LLC History New 19,154 841 0.83% 121 +19,154 New Q4 2025 Feb 03, 2026
Weaver Consulting Group History Added to 18,815 826 0.2% 0.19% 122 +1,549 8.97% Q4 2025 Feb 10, 2026
Outlook Wealth Advisors, LLC History Reduced 18,746 823 0.19% 0.22% 123 -2,136 -10.23% Q4 2025 Feb 11, 2026
Continuum Advisory, LLC History Added to 18,697 821 0.08% 0.05% 124 +6,987 59.67% Q4 2025 Feb 11, 2026
Dakota Wealth Management History Added to 18,434 809 0.01% 0.01% 125 +1,946 11.8% Q4 2025 Jan 13, 2026
Capital Analysts, LLC History Reduced 17,918 787 0.02% 0.02% 126 -277 -1.52% Q4 2025 Feb 11, 2026
Krilogy Financial LLC History Reduced 17,160 759 0.03% 0.03% 127 -3,268 -16.0% Q4 2025 Jan 27, 2026
HRT FINANCIAL LP History New 17,231 756 0.0% 128 +17,231 New Q4 2025 Feb 12, 2026
Fragasso Financial Advisors Inc History No change 17,199 755 0.05% 0.05% 129 0 0.0% Q4 2025 Jan 07, 2026
City Center Advisors, LLC History Added to 17,150 753 0.69% 0.67% 131 +1,179 7.38% Q4 2025 Jan 05, 2026
AdvisorNet Financial, Inc History Added to 17,158 753 0.04% 0.04% 130 +1,154 7.21% Q4 2025 Jan 20, 2026
Mutual Advisors, LLC History Added to 17,134 752 0.02% 0.01% 132 +4,062 31.07% Q4 2025 Feb 02, 2026
Advisory Alpha, LLC History Reduced 16,102 707 0.02% 0.02% 133 -560 -3.36% Q4 2025 Feb 06, 2026
Pacific Park Financial, Inc. History New 16,045 704 0.44% 134 +16,045 New Q4 2025 Jan 30, 2026
IHT Wealth Management, LLC History Reduced 15,771 695 0.02% 0.03% 135 -12,219 -43.65% Q4 2025 Feb 17, 2026
Vantage Point Financial LLC History Added to 15,770 692 0.25% 0.19% 136 +4,315 37.67% Q4 2025 Feb 02, 2026
Nikulski Financial, Inc. History Added to 15,696 689 0.16% 0.13% 137 +3,486 28.55% Q4 2025 Jan 15, 2026
MMA ASSET MANAGEMENT LLC History New 15,604 685 0.24% 138 +15,604 New Q4 2025 Feb 03, 2026
Per Stirling Capital Management, LLC. History Added to 15,223 668 0.07% 0.08% 139 +350 2.35% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Added to 14,927 655 0.02% 0.02% 140 +3,685 32.78% Q4 2025 Feb 17, 2026
CITY HOLDING CO History Reduced 14,862 652 0.08% 0.09% 141 -1,480 -9.06% Q4 2025 Jan 22, 2026
Compass Advisory Group LLC History Added to 14,847 652 0.18% 0.17% 142 +420 2.91% Q4 2025 Jan 21, 2026
Arete Wealth Advisors, LLC History Added to 14,338 630 0.04% 0.04% 143 +537 3.89% Q4 2025 Feb 13, 2026
Valtinson Bruner Financial Planning LLC History Added to 14,302 628 0.18% 0.18% 144 +5 0.03% Q4 2025 Feb 09, 2026
BCGM Wealth Management, LLC History Added to 13,587 596 0.15% 0.14% 145 +1,162 9.35% Q4 2025 Jan 07, 2026
Clay Northam Wealth Management, LLC History Reduced 13,565 595 0.33% 0.35% 146 -500 -3.55% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Reduced 13,105 575 0.09% 0.11% 147 -2,988 -18.57% Q4 2025 Jan 08, 2026
McAdam, LLC History Added to 12,965 569 0.03% 0.02% 148 +4,648 55.89% Q4 2025 Feb 13, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 12,476 547 0.16% 0.17% 149 0 0.0% Q4 2025 Jan 12, 2026
Galvin, Gaustad & Stein, LLC History New 12,415 545 0.04% 150 +12,415 New Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,181 534 0.0% 0.0% 151 0 0.0% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Added to 11,953 524 0.01% 0.01% 152 +3,798 46.57% Q4 2025 Jan 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History New 11,850 520 0.0% 153 +11,850 New Q4 2025 Jan 13, 2026
Quest 10 Wealth Builders, Inc. History No change 11,495 504 0.45% 0.46% 154 0 0.0% Q4 2025 Jan 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 11,410 501 0.03% 0.03% 155 -58 -0.51% Q4 2025 Feb 10, 2026
Goldstein Advisors, LLC History Added to 11,394 500 0.06% 0.04% 156 +2,996 35.68% Q4 2025 Feb 10, 2026
Lakeridge Wealth Management LLC History New 11,270 494 0.22% 157 +11,270 New Q4 2025 Jan 07, 2026
Blue Sky Capital Consultants Group, Inc. History New 11,110 487 0.21% 158 +11,110 New Q4 2025 Jan 23, 2026
Navis Wealth Advisors, LLC History No change 11,047 485 0.21% 0.36% 159 0 0.0% Q4 2025 Feb 13, 2026
Lineweaver Wealth Advisors, LLC History New 10,981 482 0.07% 160 +10,981 New Q4 2025 Jan 14, 2026
Triumph Capital Management History Added to 10,815 474 0.1% 0.11% 161 +1,221 12.73% Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Added to 10,444 458 0.09% 0.08% 162 +2,531 31.99% Q4 2025 Feb 11, 2026
MBL Wealth, LLC History Added to 10,224 449 0.04% 0.02% 163 +3,618 54.77% Q4 2025 Jan 21, 2026
Old Port Advisors History New 10,090 443 0.11% 164 +10,090 New Q4 2025 Jan 08, 2026
Weaver Capital Management LLC History No change 9,546 419 0.09% 0.09% 165 0 0.0% Q4 2025 Jan 22, 2026
Long Island Wealth Management, Inc. History Reduced 9,525 418 0.2% 0.25% 166 -2,500 -20.79% Q4 2025 Jan 21, 2026
BIP Wealth, LLC History New 9,203 404 0.01% 167 +9,203 New Q4 2025 Jan 21, 2026
Helium Advisors LLC History No change 9,135 401 0.41% 0.33% 168 0 0.0% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 9,090 399 0.02% 0.0% 169 +9,036 16733.33% Q4 2025 Feb 10, 2026
Retirement Planning Group, LLC History No change 9,010 395 0.01% 0.01% 170 0 0.0% Q4 2025 Feb 03, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 8,675 381 0.21% 0.21% 171 0 0.0% Q4 2025 Feb 02, 2026
Capital Square, LLC History New 8,652 379 0.19% 172 +8,652 New Q4 2025 Feb 13, 2026
Sigma Planning Corp History New 8,542 375 0.01% 173 +8,542 New Q4 2025 Jan 30, 2026
CERTUITY, LLC History No change 8,530 374 0.02% 0.03% 174 0 0.0% Q4 2025 Jan 30, 2026
First Heartland Consultants, Inc. History Added to 8,509 373 0.03% 0.02% 175 +2,496 41.51% Q4 2025 Jan 09, 2026
Koshinski Asset Management, Inc. History No change 8,484 372 0.02% 0.02% 176 0 0.0% Q4 2025 Feb 03, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 8,461 371 0.09% 0.09% 177 0 0.0% Q4 2025 Feb 09, 2026
Atala Financial Inc History No change 8,409 369 0.24% 0.23% 178 0 0.0% Q4 2025 Jan 23, 2026
Ashton Thomas Private Wealth, LLC History Added to 8,368 367 0.01% 0.01% 179 +732 9.59% Q4 2025 Jan 29, 2026
XML Financial, LLC History No change 7,989 350 0.03% 0.03% 180 0 0.0% Q4 2025 Feb 11, 2026
Vestment Financial LLC History New 7,815 345 0.18% 181 +7,815 New Q4 2025 Jan 23, 2026
Ballast Rock Private Wealth LLC History New 7,855 344 0.21% 182 +7,855 New Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Added to 7,755 340 0.0% 0.0% 183 +2,212 39.91% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 7,703 338 0.0% 0.36% 184 -1,451,406 -99.47% Q4 2025 Feb 12, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 7,672 337 0.09% 0.15% 185 -3,657 -32.28% Q4 2025 Jan 14, 2026
DHJJ Financial Advisors, Ltd. History Added to 7,545 331 0.11% 0.01% 186 +6,800 912.75% Q4 2025 Jan 23, 2026
Phoenix Financial Ltd. History New 7,075 310 0.0% 187 +7,075 New Q4 2025 Feb 05, 2026
Berkshire Money Management, Inc. History New 7,046 309 0.03% 188 +7,046 New Q4 2025 Jan 27, 2026
AMERICAN ASSET MANAGEMENT INC. History No change 6,960 305 0.26% 0.27% 189 0 0.0% Q4 2025 Jan 07, 2026
Financial Network Wealth Advisors LLC History Reduced 6,944 304 0.32% 0.33% 190 -78 -1.11% Q4 2025 Feb 13, 2026
YARGER WEALTH STRATEGIES, LLC History New 6,907 303 0.13% 191 +6,907 New Q4 2025 Jan 22, 2026
Mariner, LLC History New 6,878 302 0.0% 192 +6,878 New Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Reduced 6,818 299 0.01% 0.02% 193 -2,767 -28.87% Q4 2025 Jan 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 6,798 298 0.07% 0.07% 195 +545 8.72% Q4 2025 Jan 09, 2026
Garden State Investment Advisory Services LLC History Reduced 6,800 298 0.07% 0.07% 194 -130 -1.88% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 6,769 297 0.01% 196 +6,769 New Q4 2025 Feb 13, 2026
KMG FIDUCIARY PARTNERS, LLC History New 6,685 293 0.02% 198 +6,685 New Q4 2025 Jan 14, 2026
JPMORGAN CHASE & CO History Added to 6,683 293 0.0% 0.0% 197 +1,384 26.12% Q4 2025 Feb 11, 2026
Waterloo Capital, L.P. History No change 6,525 286 0.02% 0.02% 199 0 0.0% Q4 2025 Feb 10, 2026
MITCHELL CAPITAL MANAGEMENT CO History New 6,500 285 0.05% 200 +6,500 New Q4 2025 Feb 10, 2026
Compass Ion Advisors, LLC History No change 6,508 285 0.03% 0.03% 201 0 0.0% Q4 2025 Jan 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 6,483 284 0.0% 0.01% 202 -218 -3.25% Q4 2025 Feb 19, 2026
Welch Financial Planning, LLC History New 6,433 282 0.21% 203 +6,433 New Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History New 6,409 281 0.0% 204 +6,409 New Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 6,310 277 0.0% 0.0% 205 -256 -3.9% Q4 2025 Feb 03, 2026
Jessup Wealth Management, Inc History New 6,301 276 0.09% 206 +6,301 New Q4 2025 Feb 11, 2026
Global Assets Advisory, LLC History Reduced 6,209 272 0.08% 0.08% 207 -115 -1.82% Q4 2025 Feb 09, 2026
Sequent Planning LLC History Reduced 6,140 269 0.07% 0.09% 208 -1,047 -14.57% Q4 2025 Feb 05, 2026
Seros Financial, LLC History No change 6,132 269 0.16% 0.16% 209 0 0.0% Q4 2025 Feb 06, 2026
TrustBank History New 6,099 267 0.11% 210 +6,099 New Q4 2025 Feb 09, 2026
Straight Path Wealth Management History Added to 5,893 258 0.07% 0.07% 212 +147 2.56% Q4 2025 Feb 11, 2026
Crown Wealth Group, LLC History No change 5,881 258 0.07% 0.08% 211 0 0.0% Q4 2025 Jan 28, 2026
Tempo Wealth, LLC History New 5,512 242 0.04% 213 +5,512 New Q4 2025 Feb 25, 2026
FLORIDA FINANCIAL ADVISORS, LLC History New 5,424 238 0.06% 214 +5,424 New Q4 2025 Feb 10, 2026
Apollon Wealth Management, LLC History Added to 5,196 228 0.0% 0.0% 215 +196 3.92% Q4 2025 Jan 22, 2026
FSA Investment Group, LLC History Added to 5,211 228 0.14% 0.14% 216 +53 1.03% Q4 2025 Jan 13, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 5,135 225 0.06% 0.06% 217 -150 -2.84% Q4 2025 Feb 06, 2026
Stirlingshire Investments, Inc. History New 5,108 224 0.2% 218 +5,108 New Q4 2025 Feb 11, 2026
Silver Grove Financial Group, Inc. History New 4,778 209 0.18% 219 +4,778 New Q4 2025 Feb 17, 2026
AssuredPartners Investment Advisors, LLC History New 4,630 203 0.03% 221 +4,630 New Q4 2025 Feb 03, 2026
Michels Family Financial, LLC History New 4,625 203 0.15% 220 +4,625 New Q4 2025 Feb 19, 2026
Bernard Wealth Management Corp. History Added to 4,229 185 0.08% 0.06% 222 +635 17.67% Q4 2025 Jan 15, 2026
Spire Wealth Management History Added to 4,190 184 0.01% 0.0% 223 +4,083 3815.89% Q4 2025 Jan 14, 2026
WealthShield Partners, LLC History No change 3,912 171 0.02% 0.02% 224 0 0.0% Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History New 3,450 151 0.02% 225 +3,450 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 3,055 134 0.0% 0.0% 226 +2,950 2809.52% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History No change 2,592 113 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 06, 2026
Noble Wealth Management PBC History Added to 2,450 107 0.05% 0.02% 228 +1,450 145.0% Q4 2025 Jan 05, 2026
Capital Investment Advisory Services, LLC History New 2,114 92 0.01% 229 +2,114 New Q4 2025 Jan 21, 2026
Wagner Wealth Management, LLC History No change 2,000 87 0.02% 0.02% 230 0 0.0% Q4 2025 Jan 30, 2026
OPTIMA CAPITAL LLC History New 1,967 86 0.04% 231 +1,967 New Q4 2025 Jan 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,735 76 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 12, 2026
Garton & Associates Financial Advisors LLC History New 1,624 71 0.04% 234 +1,624 New Q4 2025 Feb 18, 2026
Stone House Investment Management, LLC History New 1,623 71 0.01% 233 +1,623 New Q4 2025 Jan 21, 2026
ROYAL BANK OF CANADA History New 1,512 67 0.0% 235 +1,512 New Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 1,054 46 0.05% 236 +1,054 New Q4 2025 Jan 26, 2026
UBS Group AG History New 804 35 0.0% 237 +804 New Q4 2025 Jan 29, 2026
Blue Trust, Inc. History No change 761 33 0.0% 0.0% 238 0 0.0% Q4 2025 Jan 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 500 21 0.0% 0.0% 239 0 0.0% Q4 2025 Feb 06, 2026
Reyes Financial Architecture, Inc. History Added to 478 20 0.01% 0.01% 240 +134 38.95% Q4 2025 Jan 26, 2026
TUCKER ASSET MANAGEMENT LLC History New 385 16 0.0% 241 +385 New Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History No change 353 15 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 09, 2026
Anfield Capital Management, LLC History No change 318 13 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 03, 2026
Elevated Capital Advisors, LLC History New 171 7 0.0% 244 +171 New Q4 2025 Jan 27, 2026
Caitlin John, LLC History No change 179 7 0.0% 0.0% 245 0 0.0% Q4 2025 Feb 18, 2026
BARCLAYS PLC History New 119 5 0.0% 246 +119 New Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History New 60 2 0.0% 247 +60 New Q4 2025 Jan 02, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.05% -310,793 -100.0% Q3 2025 Nov 10, 2025
Bullseye Investment Management, LLC History Closed out 0 0 1.86% -78,638 -100.0% Q3 2025 Feb 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.09% -27,911 -100.0% Q3 2025 Oct 31, 2025
Betterment LLC History Closed out 0 0 0.0% -6,459 -100.0% Q3 2025 Nov 13, 2025
Keystone Wealth Services, LLC History Closed out 0 0 0.06% -6,242 -100.0% Q3 2025 Oct 22, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.02% -6,238 -100.0% Q3 2025 Nov 06, 2025
Avantax Planning Partners, Inc. History Closed out 0 0 0.01% -5,952 -100.0% Q3 2025 Oct 31, 2025
Collaborative Wealth Managment Inc. History Closed out 0 0 0.09% -5,015 -100.0% Q3 2025 Nov 07, 2025
INTEGRITY ALLIANCE, LLC. History Closed out 0 0 0.01% -4,828 -100.0% Q3 2025 Nov 14, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -666 -100.0% Q3 2025 Nov 14, 2025
WELLS FARGO & COMPANY/MN History Closed out 0 0 0.0% -623 -100.0% Q3 2025 Nov 13, 2025
Sunbelt Securities, Inc. History Closed out 0 0 0.0% -94 -100.0% Q3 2025 Nov 19, 2025