Innovator ETFs Trust - POCT
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 | 1,834,811 | 80,584 | 0.03% | 0.03% | 1 | -79,982 | -4.18% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,547,282 | 66,703 | 0.09% | 0.1% | 2 | -30,667 | -1.94% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,502,834 | 64,787 | 0.76% | 0.74% | 3 | +85,050 | 6.0% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 873,271 | 37,646 | 0.43% | 0.45% | 4 | -19,883 | -2.23% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 735,174 | 31,693 | 0.04% | 0.05% | 5 | -46,399 | -5.94% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 679,829 | 29,307 | 0.04% | 0.05% | 6 | -116,035 | -14.58% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 585,699 | 25,249 | 0.01% | 0.01% | 7 | +131,178 | 28.86% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 474,940 | 20,564 | 0.04% | 0.05% | 8 | -357,048 | -42.92% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 416,304 | 17,946 | 0.02% | 0.02% | 9 | -7,735 | -1.82% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 389,687 | 16,799 | 0.01% | 0.01% | 10 | -32,906 | -7.79% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 374,206 | 16,132 | 0.0% | 0.0% | 11 | -9,833 | -2.56% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 371,462 | 16,013 | 0.05% | 0.04% | 12 | -464 | -0.12% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 280,834 | 12,107 | 0.03% | 0.03% | 13 | +10,130 | 3.74% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 263,887 | 11,376 | 0.01% | 0.01% | 14 | -4,966 | -1.85% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 254,520 | 10,972 | 0.04% | 0.04% | 15 | +42,469 | 20.03% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 250,360 | 10,793 | 0.37% | 0.39% | 16 | -2,007 | -0.8% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 246,221 | 10,614 | 0.01% | 0.01% | 17 | -4,662 | -1.86% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 234,311 | 10,101 | 0.03% | 0.03% | 18 | -11,278 | -4.59% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 230,591 | 9,940 | 0.08% | 0.08% | 19 | -13,457 | -5.51% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 215,953 | 9,309 | 0.01% | 0.01% | 20 | -3,962 | -1.8% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 210,695 | 9,083 | 0.05% | 0.05% | 21 | +37,908 | 21.94% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 191,465 | 8,254 | 0.01% | 0.02% | 22 | -7,350 | -3.7% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 190,888 | 8,229 | 0.01% | 0.01% | 23 | +104,228 | 120.27% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 181,597 | 8,215 | 4.62% | — | 24 | +181,597 | New | Q1 2026 | May 19, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 189,401 | 8,165 | 1.15% | 1.57% | 25 | -4,096 | -2.12% | Q1 2026 | Apr 20, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 162,659 | 7,012 | 0.13% | 0.15% | 26 | -20,738 | -11.31% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 146,583 | 6,319 | 0.5% | 0.48% | 27 | +30,655 | 26.44% | Q1 2026 | Apr 16, 2026 |
| Talon Private Wealth, LLC | History | New | 144,195 | 6,216 | 0.83% | — | 28 | +144,195 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 143,618 | 6,191 | 0.01% | 0.01% | 29 | -9,803 | -6.39% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 134,810 | 5,811 | 0.03% | 0.03% | 30 | -3,915 | -2.82% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 131,475 | 5,774 | 3.15% | 3.15% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 132,540 | 5,713 | 0.51% | 0.55% | 32 | -5,455 | -3.95% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 124,176 | 5,353 | 0.01% | 0.02% | 33 | -73,042 | -37.04% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 116,840 | 5,036 | 0.35% | 0.32% | 34 | +23,870 | 25.67% | Q1 2026 | Apr 17, 2026 |
| Trek Financial, LLC | History | Reduced | 113,792 | 4,905 | 0.26% | 0.29% | 35 | -1,396 | -1.21% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 110,522 | 4,764 | 0.06% | 0.07% | 36 | -1,032 | -0.93% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,935 | 4,739 | 0.01% | 0.01% | 37 | +66 | 0.06% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 106,681 | 4,599 | 0.01% | 0.01% | 38 | -73,619 | -40.83% | Q1 2026 | May 15, 2026 |
| WPWealth LLP | History | Reduced | 99,835 | 4,303 | 0.66% | 0.78% | 39 | -12,977 | -11.5% | Q1 2026 | May 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 89,951 | 3,877 | 0.62% | 0.56% | 40 | +12,636 | 16.34% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 88,714 | 3,824 | 0.75% | 0.78% | 41 | -710 | -0.79% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Reduced | 85,585 | 3,689 | 0.02% | 0.04% | 42 | -79,425 | -48.13% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 78,772 | 3,395 | 0.55% | 0.54% | 43 | -11,908 | -13.13% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 77,905 | 3,358 | 0.03% | 0.04% | 44 | -5,381 | -6.46% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 74,859 | 3,308 | 0.19% | 0.16% | 45 | +11,977 | 19.05% | Q1 2026 | Apr 17, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 74,988 | 3,232 | 0.32% | 0.32% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 73,282 | 3,159 | 0.41% | 0.47% | 47 | -7,468 | -9.25% | Q1 2026 | Apr 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 72,029 | 3,105 | 0.45% | 0.5% | 48 | -5,792 | -7.44% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 71,835 | 3,096 | 0.4% | 0.42% | 49 | -1,250 | -1.71% | Q1 2026 | Apr 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 67,842 | 3,078 | 1.59% | 1.97% | 50 | -789 | -1.15% | Q1 2026 | May 18, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 68,858 | 2,968 | 0.07% | 0.08% | 51 | -10,616 | -13.36% | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | Reduced | 68,288 | 2,943 | 1.29% | 1.34% | 52 | -535 | -0.78% | Q1 2026 | Apr 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 67,864 | 2,925 | 0.16% | 0.18% | 53 | +33,342 | 96.58% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 65,180 | 2,809 | 0.06% | 0.06% | 54 | -80 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 63,712 | 2,746 | 0.27% | 0.3% | 55 | -6,483 | -9.24% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 63,137 | 2,721 | 0.04% | 0.04% | 56 | -367 | -0.58% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 62,248 | 2,683 | 0.04% | 0.04% | 57 | +8,472 | 15.75% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 61,007 | 2,630 | 0.12% | 0.12% | 58 | -417 | -0.68% | Q1 2026 | May 18, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 58,223 | 2,525 | 2.42% | 1.65% | 59 | +18,774 | 47.59% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | No change | 57,723 | 2,488 | 0.62% | 0.62% | 60 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 57,187 | 2,465 | 2.03% | 2.11% | 61 | -1,558 | -2.65% | Q1 2026 | Apr 28, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 56,500 | 2,435 | 0.93% | 0.25% | 62 | -3,000 | -5.04% | Q1 2026 | May 05, 2026 |
| Bellwether Advisors, LLC | History | Added to | 55,118 | 2,376 | 0.4% | 0.32% | 63 | +9,533 | 20.91% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 55,078 | 2,374 | 0.11% | 0.12% | 64 | -2,914 | -5.02% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 54,660 | 2,356 | 0.03% | 0.09% | 65 | -108,715 | -66.54% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,693 | 2,314 | 0.01% | 0.01% | 66 | -1,007 | -1.84% | Q1 2026 | Jun 02, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 51,789 | 2,232 | 0.2% | 0.3% | 67 | -7,272 | -12.31% | Q1 2026 | May 12, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 51,407 | 2,216 | 1.99% | 2.42% | 68 | +547 | 1.08% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 45,195 | 1,948 | 0.33% | 0.27% | 69 | +9,345 | 26.07% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 44,525 | 1,919 | 0.04% | 0.04% | 70 | -226 | -0.51% | Q1 2026 | Apr 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 43,020 | 1,854 | 0.53% | 0.61% | 71 | -2,434 | -5.35% | Q1 2026 | Apr 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 42,346 | 1,825 | 1.19% | 1.19% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 42,162 | 1,817 | 0.02% | 0.02% | 73 | +1,101 | 2.68% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 39,985 | 1,723 | 0.01% | 0.01% | 74 | -3,255 | -7.53% | Q1 2026 | May 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 39,242 | 1,691 | 0.14% | 0.16% | 75 | -150 | -0.38% | Q1 2026 | Apr 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 39,213 | 1,690 | 0.19% | 0.19% | 76 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 37,450 | 1,614 | 0.54% | 0.51% | 77 | -305 | -0.81% | Q1 2026 | May 15, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 37,041 | 1,596 | 1.2% | 1.26% | 78 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 36,280 | 1,564 | 0.04% | 0.05% | 79 | -4,372 | -10.75% | Q1 2026 | Apr 07, 2026 |
| BCS Wealth Management | History | Reduced | 35,652 | 1,536 | 0.31% | 0.32% | 80 | -35,881 | -50.16% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,291 | 1,521 | 0.02% | 0.02% | 81 | +6,187 | 21.26% | Q1 2026 | May 18, 2026 |
| Jacobi Capital Management LLC | History | No change | 34,959 | 1,507 | 0.08% | 0.09% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 34,511 | 1,487 | 0.34% | 0.35% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34,215 | 1,481 | 0.01% | 0.02% | 84 | -5,676 | -14.23% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 32,947 | 1,420 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 32,732 | 1,411 | 0.1% | 0.15% | 86 | -15,090 | -31.55% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Reduced | 32,348 | 1,394 | 0.34% | 0.35% | 87 | -144 | -0.44% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 30,071 | 1,296 | 0.01% | — | 88 | +30,071 | New | Q1 2026 | May 26, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 29,645 | 1,277 | 0.67% | 0.68% | 89 | -1,070 | -3.48% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 27,949 | 1,204 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Orion Capital Management LLC | History | Reduced | 27,365 | 1,179 | 0.41% | 0.4% | 91 | -50 | -0.18% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,239 | 1,174 | 0.01% | 0.02% | 93 | +429 | 1.6% | Q1 2026 | May 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 27,134 | 1,174 | 0.25% | 0.26% | 92 | -311 | -1.13% | Q1 2026 | Apr 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 27,070 | 1,166 | 0.01% | 0.01% | 94 | -342 | -1.25% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 27,025 | 1,165 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Reduced | 26,834 | 1,156 | 0.76% | 0.82% | 96 | -82 | -0.3% | Q1 2026 | May 06, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 26,493 | 1,142 | 0.22% | 0.16% | 97 | +1,952 | 7.95% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 25,404 | 1,141 | 0.07% | 0.08% | 98 | -23 | -0.09% | Q1 2026 | Apr 22, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 25,372 | 1,093 | 0.66% | 0.75% | 99 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 25,155 | 1,084 | 0.01% | 0.01% | 100 | -1,062 | -4.05% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,555 | 1,058 | 0.01% | 0.01% | 101 | -378 | -1.52% | Q1 2026 | Apr 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 24,474 | 1,055 | 0.06% | 0.07% | 102 | +1,065 | 4.55% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,911 | 1,030 | 0.02% | 0.03% | 103 | -5,800 | -19.52% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 23,631 | 1,018 | 0.07% | 0.07% | 104 | -1,264 | -5.08% | Q1 2026 | May 06, 2026 |
| Vantage Point Financial LLC | History | Added to | 23,253 | 1,002 | 0.35% | 0.25% | 105 | +7,483 | 47.45% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 22,196 | 956 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 21,640 | 932 | 0.11% | 0.11% | 107 | -226 | -1.03% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 20,925 | 902 | 0.44% | 0.46% | 108 | -65 | -0.31% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 20,862 | 899 | 0.05% | 0.05% | 109 | -684 | -3.17% | Q1 2026 | Apr 28, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 20,453 | 881 | 0.48% | 0.51% | 110 | -443 | -2.12% | Q1 2026 | Apr 22, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 20,181 | 870 | 0.24% | 0.25% | 111 | -115 | -0.57% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 20,014 | 862 | 0.05% | 0.05% | 112 | -158 | -0.78% | Q1 2026 | Apr 29, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 19,470 | 845 | 0.45% | 0.49% | 113 | -202 | -1.03% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,062 | 821 | 0.03% | 0.03% | 114 | -136 | -0.71% | Q1 2026 | Apr 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 18,742 | 807 | 0.2% | 0.19% | 115 | -4 | -0.02% | Q1 2026 | Apr 17, 2026 |
| Continuum Advisory, LLC | History | Reduced | 18,691 | 805 | 0.08% | 0.08% | 116 | -6 | -0.03% | Q1 2026 | Apr 22, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 18,599 | 801 | 0.68% | 0.83% | 117 | -555 | -2.9% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | No change | 18,434 | 794 | 0.02% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 18,107 | 780 | 0.1% | 0.13% | 119 | -2,349 | -11.48% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | No change | 17,160 | 769 | 0.02% | 0.03% | 120 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Weaver Consulting Group | History | Reduced | 17,737 | 764 | 0.18% | 0.2% | 121 | -1,078 | -5.73% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Reduced | 17,307 | 746 | 0.13% | 0.39% | 122 | -30,726 | -63.97% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Added to | 17,319 | 746 | 0.69% | 0.69% | 123 | +169 | 0.99% | Q1 2026 | Apr 07, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 16,775 | 728 | 0.04% | 0.05% | 124 | -424 | -2.47% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,645 | 717 | 0.02% | 0.02% | 125 | -489 | -2.85% | Q1 2026 | May 01, 2026 |
| Advisory Alpha, LLC | History | No change | 16,102 | 694 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 15,696 | 676 | 0.17% | 0.16% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 15,596 | 672 | 0.0% | — | 129 | +15,596 | New | Q1 2026 | May 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 15,604 | 672 | 0.24% | 0.24% | 128 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,927 | 655 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 15,015 | 647 | 0.07% | 0.07% | 131 | -208 | -1.37% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 14,983 | 645 | 0.42% | 0.44% | 132 | -1,062 | -6.62% | Q1 2026 | Apr 21, 2026 |
| CITY HOLDING CO | History | Reduced | 14,782 | 637 | 0.08% | 0.08% | 133 | -80 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Compass Advisory Group LLC | History | Reduced | 14,707 | 634 | 0.17% | 0.18% | 134 | -140 | -0.94% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,511 | 625 | 0.01% | 0.02% | 135 | -4,822 | -24.94% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,302 | 616 | 0.17% | 0.18% | 136 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BCGM Wealth Management, LLC | History | No change | 13,587 | 585 | 0.15% | 0.15% | 137 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 13,565 | 584 | 0.33% | 0.33% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Added to | 13,389 | 577 | 0.08% | 0.09% | 139 | +284 | 2.17% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,345 | 575 | 0.01% | 0.02% | 140 | -2,426 | -15.38% | Q1 2026 | May 15, 2026 |
| Envision Financial Transparency, LLC | History | New | 13,220 | 570 | 0.55% | — | 141 | +13,220 | New | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | No change | 12,965 | 558 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,646 | 545 | 0.01% | 0.01% | 143 | +693 | 5.8% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,630 | 544 | 0.0% | — | 144 | +12,630 | New | Q1 2026 | May 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 12,476 | 537 | 0.15% | 0.16% | 145 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,409 | 534 | 0.03% | 0.04% | 146 | -4,749 | -27.68% | Q1 2026 | Apr 17, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 12,205 | 526 | 0.15% | 0.99% | 147 | -59,349 | -82.94% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,181 | 525 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 11,850 | 510 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | New | 11,633 | 501 | 0.04% | — | 150 | +11,633 | New | Q1 2026 | May 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,408 | 491 | 0.03% | 0.03% | 151 | -2 | -0.02% | Q1 2026 | May 12, 2026 |
| Goldstein Advisors, LLC | History | No change | 11,394 | 491 | 0.05% | 0.06% | 152 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 11,337 | 488 | 0.1% | 0.1% | 153 | +522 | 4.83% | Q1 2026 | May 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 11,270 | 485 | 0.21% | 0.22% | 154 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 11,095 | 478 | 0.23% | 0.21% | 155 | -15 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Blue Water Asset Management | History | Reduced | 11,073 | 477 | 0.16% | 0.41% | 156 | -14,705 | -57.04% | Q1 2026 | May 05, 2026 |
| LeClair Wealth Partners LLC | History | New | 11,073 | 477 | 0.16% | — | 157 | +11,073 | New | Q1 2026 | May 05, 2026 |
| MBL Wealth, LLC | History | Added to | 11,049 | 476 | 0.04% | 0.04% | 158 | +825 | 8.07% | Q1 2026 | Apr 28, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,047 | 476 | 0.24% | 0.21% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 10,981 | 473 | 0.06% | 0.07% | 160 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 10,851 | 467 | 0.41% | 0.45% | 161 | -644 | -5.6% | Q1 2026 | May 06, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,603 | 457 | 0.04% | 0.04% | 162 | -1,812 | -14.6% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 10,074 | 434 | 0.08% | 0.09% | 163 | -370 | -3.54% | Q1 2026 | May 14, 2026 |
| Old Port Advisors | History | No change | 10,090 | 434 | 0.1% | 0.11% | 164 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Weaver Capital Management LLC | History | No change | 9,546 | 411 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 9,525 | 410 | 0.19% | 0.2% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crown Wealth Group, LLC | History | Added to | 9,330 | 402 | 0.12% | 0.07% | 167 | +3,449 | 58.65% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,295 | 401 | 0.01% | 0.02% | 168 | -8,623 | -48.12% | Q1 2026 | May 14, 2026 |
| FSA Investment Group, LLC | History | Added to | 9,205 | 396 | 0.16% | 0.14% | 169 | +3,994 | 76.65% | Q1 2026 | Apr 21, 2026 |
| BIP Wealth, LLC | History | Reduced | 9,158 | 394 | 0.02% | 0.01% | 170 | -45 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Helium Advisors LLC | History | No change | 9,135 | 393 | 0.37% | 0.41% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,090 | 391 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Square, LLC | History | Reduced | 8,641 | 390 | 0.18% | 0.19% | 173 | -11 | -0.13% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 9,010 | 388 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 8,675 | 373 | 0.19% | 0.21% | 175 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CERTUITY, LLC | History | No change | 8,530 | 367 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 8,461 | 364 | 0.1% | 0.09% | 177 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atala Financial Inc | History | No change | 8,409 | 363 | 0.24% | 0.24% | 178 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,414 | 362 | 0.01% | 0.01% | 179 | +46 | 0.55% | Q1 2026 | May 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 8,349 | 359 | 0.23% | — | 180 | +8,349 | New | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,287 | 357 | 0.0% | 0.0% | 181 | -35,806 | -81.21% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | No change | 7,989 | 344 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vestment Financial LLC | History | Reduced | 7,486 | 337 | 0.16% | 0.18% | 183 | -329 | -4.21% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,703 | 332 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 7,557 | 325 | 0.29% | 0.26% | 185 | -21,351 | -73.86% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,393 | 318 | 0.0% | — | 186 | +7,393 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 7,296 | 314 | 0.1% | 0.11% | 187 | -249 | -3.3% | Q1 2026 | Apr 09, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 7,165 | 308 | 0.17% | 0.21% | 188 | -690 | -8.78% | Q1 2026 | Apr 16, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | No change | 6,960 | 300 | 0.26% | 0.26% | 189 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,924 | 298 | 0.02% | 0.02% | 191 | -1,560 | -18.39% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 6,931 | 298 | 0.01% | 0.01% | 190 | +162 | 2.39% | Q1 2026 | May 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 6,916 | 298 | 0.12% | 0.13% | 192 | +9 | 0.13% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | New | 6,904 | 297 | 0.02% | — | 193 | +6,904 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 6,820 | 294 | 0.0% | 0.0% | 194 | -58 | -0.84% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 6,801 | 293 | 0.3% | 0.32% | 195 | -143 | -2.06% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,686 | 288 | 0.02% | 0.03% | 196 | -1,823 | -21.42% | Q1 2026 | Apr 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 6,685 | 288 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 6,583 | 283 | 0.22% | — | 198 | +6,583 | New | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 6,525 | 281 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 6,508 | 280 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Welch Financial Planning, LLC | History | No change | 6,433 | 277 | 0.2% | 0.21% | 201 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | No change | 6,409 | 276 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 6,347 | 273 | 0.02% | 0.09% | 203 | -20,875 | -76.68% | Q1 2026 | Apr 15, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 6,325 | 272 | 0.0% | 0.0% | 205 | -750 | -10.6% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,310 | 272 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 6,300 | 271 | 0.06% | 0.07% | 206 | -500 | -7.35% | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Added to | 6,265 | 270 | 0.07% | 0.07% | 207 | +372 | 6.31% | Q1 2026 | Apr 22, 2026 |
| Global Assets Advisory, LLC | History | No change | 6,209 | 267 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,162 | 265 | 0.06% | 0.07% | 209 | -636 | -9.36% | Q1 2026 | Apr 15, 2026 |
| Seros Financial, LLC | History | No change | 6,132 | 264 | 0.17% | 0.16% | 210 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sequent Planning LLC | History | Reduced | 6,116 | 263 | 0.06% | 0.07% | 211 | -24 | -0.39% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,041 | 260 | 0.0% | 0.0% | 212 | +845 | 16.26% | Q1 2026 | Apr 22, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 6,053 | 260 | 0.21% | 0.23% | 213 | -740 | -10.89% | Q1 2026 | Jun 04, 2026 |
| Keystone Wealth Services, LLC | History | New | 6,000 | 258 | 0.06% | — | 214 | +6,000 | New | Q1 2026 | May 13, 2026 |
| TrustBank | History | Reduced | 5,959 | 256 | 0.1% | 0.11% | 215 | -140 | -2.3% | Q1 2026 | May 04, 2026 |
| WorthPointe, LLC | History | Reduced | 5,862 | 252 | 0.07% | 0.28% | 216 | -18,525 | -75.96% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 5,815 | 250 | 0.0% | 0.11% | 217 | -601,597 | -99.04% | Q1 2026 | May 14, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 5,801 | 250 | 0.09% | 0.09% | 218 | -500 | -7.94% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 5,694 | 245 | 0.01% | 0.01% | 219 | -2,848 | -33.34% | Q1 2026 | May 04, 2026 |
| Cypress Wealth Services, LLC | History | New | 5,525 | 238 | 0.03% | — | 220 | +5,525 | New | Q1 2026 | Apr 15, 2026 |
| Tempo Wealth, LLC | History | No change | 5,512 | 237 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,416 | 233 | 0.01% | 0.01% | 222 | -1,402 | -20.56% | Q1 2026 | May 11, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,135 | 221 | 0.05% | 0.06% | 223 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triton Financial Group Inc | History | New | 5,071 | 220 | 0.38% | — | 224 | +5,071 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,908 | 211 | 0.0% | — | 225 | +4,908 | New | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 4,782 | 206 | 0.17% | 0.18% | 226 | +4 | 0.08% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,755 | 204 | 0.0% | 0.0% | 227 | -3,000 | -38.68% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,630 | 201 | 0.02% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Added to | 4,490 | 193 | 0.0% | 0.0% | 229 | +4,371 | 3673.11% | Q1 2026 | May 14, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 4,228 | 182 | 0.08% | 0.08% | 230 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 4,190 | 180 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,191 | 177 | 0.0% | 0.0% | 232 | -2,492 | -37.29% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,994 | 172 | 0.11% | — | 233 | +3,994 | New | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | No change | 3,912 | 168 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,450 | 148 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 3,055 | 131 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,592 | 111 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 2,450 | 105 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 86 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,735 | 74 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,623 | 69 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 900 | 39 | 0.0% | 0.0% | 242 | -612 | -40.48% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 761 | 32 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wellington Grp LLC | History | New | 627 | 27 | 0.01% | — | 244 | +627 | New | Q1 2026 | May 22, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 518 | 22 | 0.02% | 0.01% | 245 | +40 | 8.37% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 21 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 385 | 16 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 353 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 316 | 13 | 0.0% | — | 250 | +316 | New | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 318 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Advisor Network LLC | History | New | 166 | 7 | 0.01% | — | 253 | +166 | New | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 171 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caitlin John, LLC | History | No change | 179 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 88 | 3 | 0.0% | 0.01% | 254 | -2,026 | -95.84% | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 60 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.89% | — | -186,976 | -100.0% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -22,682 | -100.0% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,231 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,338 | -100.0% | Q1 2026 | May 20, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,672 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,046 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.05% | — | -6,500 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,483 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,424 | -100.0% | Q1 2026 | May 07, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -5,108 | -100.0% | Q1 2026 | May 04, 2026 |
| Michels Family Financial, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,625 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,967 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,624 | -100.0% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,054 | -100.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -804 | -100.0% | Q1 2026 | May 05, 2026 |