Innovator ETFs Trust - PSEP
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 | 3,229,817 | 141,202 | 0.05% | 0.05% | 1 | -64,309 | -1.95% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,506,712 | 64,879 | 0.76% | 0.74% | 2 | +85,284 | 6.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,025,505 | 44,158 | 0.06% | 0.06% | 3 | -46,763 | -4.36% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 509,845 | 21,953 | 0.07% | 0.07% | 4 | -43,275 | -7.82% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 468,457 | 20,171 | 0.03% | 0.04% | 5 | -129,758 | -21.69% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 384,881 | 16,572 | 0.0% | 0.0% | 6 | -15,104 | -3.78% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 380,949 | 16,403 | 0.02% | 0.02% | 7 | -20,715 | -5.16% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 362,081 | 15,591 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 354,994 | 15,286 | 0.06% | 0.06% | 9 | +35,050 | 10.96% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 305,814 | 13,168 | 0.0% | 0.0% | 10 | -14,767 | -4.61% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 291,969 | 12,572 | 0.01% | 0.02% | 11 | -30,860 | -9.56% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 273,528 | 11,778 | 0.0% | 0.0% | 12 | +64,078 | 30.59% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 259,255 | 11,163 | 0.01% | 0.01% | 13 | -5,630 | -2.13% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 238,276 | 10,260 | 0.01% | 0.0% | 14 | +233,394 | 4780.7% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Added to | 229,345 | 9,875 | 0.75% | 0.77% | 15 | +9,867 | 4.5% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 226,037 | 9,733 | 0.05% | 0.06% | 16 | +37,822 | 20.1% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 220,145 | 9,624 | 0.33% | 0.33% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 126,367 | 5,441 | 0.92% | 0.89% | 18 | -1,911 | -1.49% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 125,515 | 5,404 | 0.01% | 0.01% | 19 | -1,990 | -1.56% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 118,959 | 5,122 | 0.17% | 0.18% | 20 | -1,236 | -1.03% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 111,461 | 4,799 | 0.03% | 0.03% | 21 | -24,014 | -17.73% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 111,281 | 4,791 | 0.05% | 0.4% | 22 | -694,469 | -86.19% | Q1 2026 | Apr 16, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 103,949 | 4,476 | 1.8% | 2.0% | 23 | -2,288 | -2.15% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 100,816 | 4,341 | 0.01% | 0.01% | 24 | +294 | 0.29% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 99,738 | 4,317 | 0.01% | 0.01% | 25 | -71,818 | -41.86% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 93,788 | 4,038 | 0.01% | 0.01% | 26 | -10,308 | -9.9% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 88,281 | 3,801 | 0.04% | 0.04% | 27 | -2,101 | -2.32% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 81,100 | 3,492 | 0.56% | 0.5% | 28 | -3,896 | -4.58% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 80,054 | 3,447 | 0.55% | 0.57% | 29 | +1,306 | 1.66% | Q1 2026 | May 14, 2026 |
| Weaver Capital Management LLC | History | Reduced | 76,074 | 3,275 | 0.71% | 0.71% | 30 | -1,361 | -1.76% | Q1 2026 | Apr 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 75,016 | 3,230 | 0.42% | 0.45% | 31 | -1,740 | -2.27% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | No change | 72,842 | 3,136 | 0.18% | 0.18% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chris Bulman Inc | History | Reduced | 67,523 | 2,907 | 1.27% | 1.44% | 33 | -7,054 | -9.46% | Q1 2026 | Apr 13, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 65,357 | 2,814 | 0.59% | 0.84% | 34 | -19,977 | -23.41% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 61,488 | 2,648 | 0.01% | 0.01% | 35 | -1,212 | -1.93% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 61,283 | 2,638 | 0.05% | 0.05% | 36 | -1,019 | -1.64% | Q1 2026 | May 01, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 58,282 | 2,509 | 1.31% | 1.3% | 37 | -1,192 | -2.0% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 53,726 | 2,313 | 0.12% | 0.12% | 38 | +28 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Global Assets Advisory, LLC | History | No change | 53,451 | 2,301 | 0.66% | 0.67% | 39 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 52,621 | 2,265 | 0.01% | 0.01% | 40 | -16,607 | -23.99% | Q1 2026 | May 04, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 51,692 | 2,225 | 0.24% | 0.25% | 41 | -95 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Diligent Investors, LLC | History | Reduced | 51,517 | 2,218 | 0.55% | 0.55% | 42 | -50 | -0.1% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 51,454 | 2,215 | 0.12% | 0.14% | 43 | +25,227 | 96.19% | Q1 2026 | Apr 22, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 50,942 | 2,193 | 0.5% | 0.54% | 44 | -1,378 | -2.63% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 49,418 | 2,127 | 0.03% | 0.02% | 45 | +30,121 | 156.09% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 49,222 | 2,119 | 0.58% | 0.62% | 46 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 48,526 | 2,089 | 0.06% | 0.05% | 47 | +3,565 | 7.93% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | No change | 44,578 | 1,919 | 0.47% | 0.48% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 41,838 | 1,888 | 0.98% | 1.24% | 49 | -1,508 | -3.48% | Q1 2026 | May 18, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 43,065 | 1,854 | 0.91% | 0.94% | 50 | -115 | -0.27% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 42,974 | 1,850 | 0.01% | 0.01% | 51 | -1,143 | -2.59% | Q1 2026 | May 13, 2026 |
| Michels Family Financial, LLC | History | Reduced | 42,695 | 1,838 | 1.33% | 1.4% | 52 | -970 | -2.22% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 41,704 | 1,795 | 0.0% | — | 53 | +41,704 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 41,468 | 1,785 | 0.08% | 0.09% | 54 | -3,941 | -8.68% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,605 | 1,705 | 0.0% | 0.0% | 55 | +15,848 | 66.71% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 38,968 | 1,677 | 0.02% | 0.02% | 56 | -732 | -1.84% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 38,680 | 1,665 | 0.36% | — | 57 | +38,680 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 38,319 | 1,650 | 0.0% | 0.0% | 58 | -10 | -0.03% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 37,728 | 1,624 | 0.36% | 0.38% | 59 | -1,818 | -4.6% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 36,661 | 1,578 | 0.52% | 0.5% | 60 | -550 | -1.48% | Q1 2026 | May 15, 2026 |
| O'Connor Financial Group LLC | History | No change | 36,067 | 1,553 | 0.64% | 0.63% | 61 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 34,963 | 1,515 | 1.45% | 1.17% | 62 | +6,949 | 24.81% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | No change | 34,430 | 1,490 | 0.18% | 0.19% | 63 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 32,954 | 1,482 | 0.83% | — | 65 | +32,954 | New | Q1 2026 | May 19, 2026 |
| Sovran Advisors, LLC | History | No change | 32,857 | 1,482 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 34,212 | 1,473 | 0.0% | 0.0% | 66 | -208 | -0.6% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | No change | 33,480 | 1,441 | 0.36% | 0.37% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 33,432 | 1,439 | 0.0% | 0.0% | 68 | -2,944 | -8.09% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 33,000 | 1,420 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,885 | 1,372 | 0.0% | 0.0% | 70 | +19,215 | 151.66% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | No change | 31,611 | 1,361 | 0.27% | 0.27% | 71 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | New | 30,883 | 1,329 | 0.1% | — | 72 | +30,883 | New | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 30,144 | 1,298 | 0.07% | 0.07% | 73 | -526 | -1.72% | Q1 2026 | Apr 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 29,993 | 1,291 | 0.95% | 1.05% | 74 | -9,270 | -23.61% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 29,333 | 1,282 | 0.23% | 0.23% | 75 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 27,579 | 1,187 | 0.11% | 0.12% | 76 | -8 | -0.03% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 27,498 | 1,184 | 0.01% | 0.02% | 77 | -307 | -1.1% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,875 | 1,161 | 0.01% | 0.01% | 78 | +64 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,613 | 1,145 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 26,449 | 1,138 | 0.01% | 0.01% | 80 | -26,425 | -49.98% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 26,046 | 1,121 | 0.07% | 0.08% | 81 | -189 | -0.72% | Q1 2026 | Apr 27, 2026 |
| FSA Advisors, Inc. | History | Reduced | 25,817 | 1,111 | 0.73% | 0.81% | 82 | -925 | -3.46% | Q1 2026 | May 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 25,348 | 1,091 | 0.26% | 0.25% | 83 | -193 | -0.76% | Q1 2026 | Apr 17, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 25,288 | 1,088 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | No change | 24,500 | 1,054 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 24,261 | 1,044 | 0.21% | 0.21% | 86 | -24,275 | -50.01% | Q1 2026 | Apr 17, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 23,831 | 1,026 | 0.12% | 0.11% | 87 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 23,764 | 1,023 | 0.67% | 0.74% | 88 | -3,350 | -12.36% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 22,973 | 989 | 0.02% | 0.03% | 89 | -3,621 | -13.62% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | No change | 21,460 | 924 | 0.25% | 0.25% | 90 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Envision Financial Transparency, LLC | History | New | 20,901 | 900 | 0.87% | — | 91 | +20,901 | New | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,761 | 850 | 0.19% | 0.21% | 92 | -645 | -3.16% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,379 | 834 | 0.13% | 0.16% | 93 | -159 | -0.81% | Q1 2026 | Apr 17, 2026 |
| Weaver Consulting Group | History | No change | 19,312 | 831 | 0.2% | 0.21% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,916 | 814 | 0.01% | 0.01% | 95 | +916 | 5.09% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | No change | 18,773 | 808 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,362 | 790 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| TopTier Wealth Management, LLC | History | No change | 17,709 | 762 | 0.47% | 0.53% | 98 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 16,742 | 749 | 0.05% | 0.05% | 99 | -102 | -0.61% | Q1 2026 | Apr 22, 2026 |
| RED REEF ADVISORS LLC | History | No change | 17,300 | 744 | 0.78% | 0.77% | 100 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,673 | 717 | 0.01% | 0.02% | 101 | -2,950 | -15.03% | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | No change | 16,605 | 715 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 16,561 | 713 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 16,318 | 702 | 0.19% | 0.27% | 104 | -5,613 | -25.59% | Q1 2026 | Apr 15, 2026 |
| BigSur Wealth Management LLC | History | No change | 16,000 | 688 | 0.19% | 0.17% | 105 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,392 | 662 | 0.09% | 0.14% | 106 | -6,776 | -30.57% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 15,337 | 660 | 0.47% | 0.49% | 107 | -1,060 | -6.46% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 15,258 | 657 | 0.58% | 0.6% | 108 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 15,134 | 651 | 0.18% | 0.19% | 109 | -344 | -2.22% | Q1 2026 | May 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 15,108 | 650 | 0.58% | 0.56% | 110 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Phoenix Financial Ltd. | History | No change | 14,945 | 643 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compass Advisory Group LLC | History | Reduced | 14,788 | 636 | 0.17% | 0.18% | 112 | -100 | -0.67% | Q1 2026 | Apr 21, 2026 |
| Three Seasons Wealth, LLC | History | No change | 14,352 | 617 | 0.24% | 0.06% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,857 | 596 | 0.01% | 0.01% | 114 | -240 | -1.7% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,341 | 574 | 0.01% | 0.02% | 115 | -4,362 | -24.64% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 13,193 | 568 | 0.01% | 0.01% | 116 | -7,508 | -36.27% | Q1 2026 | May 01, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 12,963 | 558 | 0.0% | 0.0% | 117 | -1,400 | -9.75% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | No change | 12,954 | 557 | 0.2% | 0.21% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 12,793 | 550 | 0.41% | 0.41% | 119 | -400 | -3.03% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | No change | 12,527 | 539 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,286 | 529 | 0.01% | 0.03% | 121 | -21,192 | -63.3% | Q1 2026 | May 18, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,220 | 526 | 0.01% | 0.03% | 122 | -11,253 | -47.94% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,877 | 511 | 0.01% | 0.01% | 123 | -170 | -1.41% | Q1 2026 | Apr 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,850 | 510 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 11,587 | 498 | 0.33% | 0.32% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 11,559 | 497 | 0.04% | 0.05% | 126 | -837 | -6.75% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,390 | 490 | 0.0% | 0.01% | 127 | -69 | -0.6% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 11,274 | 485 | 0.01% | 0.01% | 128 | -4,649 | -29.2% | Q1 2026 | May 07, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 11,067 | 476 | 0.16% | 0.17% | 129 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 10,700 | 460 | 0.07% | 0.09% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,282 | 442 | 0.02% | 0.02% | 131 | -452 | -4.21% | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 10,242 | 441 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LeClair Wealth Partners LLC | History | New | 10,223 | 440 | 0.15% | — | 134 | +10,223 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 10,223 | 440 | 0.15% | 0.32% | 133 | -9,853 | -49.08% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | No change | 10,188 | 438 | 0.02% | 0.03% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | No change | 10,131 | 436 | 0.16% | 0.15% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 10,037 | 432 | 0.37% | 0.52% | 137 | -2,095 | -17.27% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | New | 9,930 | 427 | 0.0% | — | 138 | +9,930 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,902 | 426 | 0.01% | 0.01% | 139 | -2,342 | -19.13% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,893 | 425 | 0.01% | 0.01% | 140 | -50 | -0.5% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 9,707 | 417 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,596 | 413 | 0.01% | 0.01% | 143 | +3,721 | 63.34% | Q1 2026 | Apr 08, 2026 |
| Sigma Planning Corp | History | Reduced | 9,608 | 413 | 0.01% | 0.01% | 142 | -858 | -8.2% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,478 | 408 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,154 | 394 | 0.07% | 0.07% | 145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 8,966 | 386 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,826 | 380 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 8,779 | 378 | 0.02% | 0.01% | 149 | -79 | -0.89% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,800 | 378 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Certified Advisory Corp | History | No change | 8,784 | 378 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,738 | 376 | 0.01% | 0.01% | 151 | -3,248 | -27.1% | Q1 2026 | Apr 08, 2026 |
| Orion Capital Management LLC | History | Reduced | 8,725 | 375 | 0.13% | 0.13% | 152 | -425 | -4.64% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 8,375 | 360 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 8,298 | 357 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 8,117 | 349 | 0.29% | 0.32% | 155 | -979 | -10.76% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | No change | 7,998 | 344 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,538 | 338 | 0.01% | 0.01% | 157 | -175 | -2.27% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,542 | 324 | 0.0% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 7,461 | 321 | 0.14% | 0.15% | 159 | -180 | -2.36% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,260 | 312 | 0.02% | 0.03% | 161 | -1,501 | -17.13% | Q1 2026 | Apr 20, 2026 |
| CITY HOLDING CO | History | Reduced | 7,265 | 312 | 0.04% | 0.04% | 160 | -140 | -1.89% | Q1 2026 | Apr 15, 2026 |
| WPWealth LLP | History | Reduced | 7,022 | 302 | 0.05% | 0.15% | 162 | -15,372 | -68.64% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,922 | 298 | 0.02% | 0.04% | 163 | -3,031 | -30.45% | Q1 2026 | Apr 16, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 6,890 | 296 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,340 | 277 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 6,390 | 275 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 6,400 | 275 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,317 | 272 | 0.02% | 0.02% | 168 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| Seros Financial, LLC | History | No change | 6,296 | 271 | 0.17% | 0.16% | 169 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,144 | 264 | 0.0% | 0.0% | 170 | +45 | 0.74% | Q1 2026 | May 13, 2026 |
| Triton Financial Group Inc | History | New | 6,030 | 261 | 0.46% | — | 171 | +6,030 | New | Q1 2026 | May 15, 2026 |
| Vantage Point Financial LLC | History | No change | 6,019 | 259 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,942 | 255 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 5,834 | 251 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| McAdam, LLC | History | No change | 5,769 | 248 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,690 | 245 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Schulz Wealth, LTD. | History | No change | 5,615 | 245 | 0.16% | 0.16% | 177 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,636 | 243 | 0.01% | 0.01% | 178 | -1,181 | -17.32% | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | No change | 5,650 | 243 | 0.22% | 0.24% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,362 | 230 | 0.03% | — | 180 | +5,362 | New | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | No change | 5,298 | 228 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 5,178 | 224 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | No change | 5,224 | 224 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | No change | 5,188 | 223 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,171 | 222 | 0.01% | 0.01% | 185 | -50 | -0.96% | Q1 2026 | Apr 28, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 5,085 | 218 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WorthPointe, LLC | History | No change | 5,080 | 218 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 5,043 | 217 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 5,000 | 215 | 0.16% | 0.17% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Added to | 4,987 | 214 | 0.02% | 0.02% | 190 | +32 | 0.65% | Q1 2026 | May 01, 2026 |
| Capital Square, LLC | History | Reduced | 4,756 | 213 | 0.1% | 0.12% | 191 | -753 | -13.67% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,893 | 210 | 0.0% | 0.0% | 192 | -2,025 | -29.27% | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 4,831 | 208 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Lewis Asset Management, LLC | History | No change | 4,661 | 200 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,368 | 185 | 0.0% | 0.0% | 195 | +2,738 | 167.98% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,178 | 179 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,984 | 171 | 0.07% | 0.07% | 197 | -3 | -0.08% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 3,649 | 157 | 0.16% | 0.17% | 198 | -10 | -0.27% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,574 | 153 | 0.02% | 0.02% | 199 | -200 | -5.3% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,692 | 115 | 0.01% | 0.01% | 200 | -40 | -1.46% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,990 | 85 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,837 | 79 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,713 | 73 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | No change | 1,677 | 72 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | No change | 1,674 | 72 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,639 | 70 | 0.0% | — | 207 | +1,639 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 1,629 | 70 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,500 | 64 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,422 | 61 | 0.0% | 0.0% | 209 | -21 | -1.46% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Reduced | 640 | 27 | 0.01% | 0.02% | 210 | -110 | -14.67% | Q1 2026 | Apr 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 623 | 26 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 566 | 24 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 545 | 23 | 0.0% | 0.0% | 213 | -926 | -62.95% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | No change | 500 | 21 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Trust Co | History | No change | 382 | 16 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 329 | 14 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 225 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 200 | 8 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 125 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 57 | 2 | 0.0% | — | 222 | +57 | New | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -20,410 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -13,853 | -100.0% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,400 | -100.0% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,755 | -100.0% | Q1 2026 | Apr 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -10,784 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fortune Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -10,389 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -9,490 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,138 | -100.0% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -9,035 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,505 | -100.0% | Q1 2026 | May 12, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -5,978 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.04% | — | -5,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Nikulski Financial, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,695 | -100.0% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,626 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,584 | -100.0% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,896 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,648 | -100.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -2,505 | -100.0% | Q1 2026 | May 01, 2026 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -2,468 | -100.0% | Q1 2026 | May 08, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,897 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,511 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,062 | -100.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q1 2026 | Apr 23, 2026 |