Innovator ETFs Trust - PSEP
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.
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 | 3,294,126 | 144,013 | 0.05% | 0.05% | 1 | -95,406 | -2.81% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,421,428 | 62,142 | 0.74% | 0.75% | 2 | -36,102 | -2.48% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,072,268 | 46,877 | 0.06% | 0.06% | 3 | -57,417 | -5.08% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 805,750 | 35,226 | 0.4% | 0.42% | 4 | -19,682 | -2.38% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 598,215 | 26,153 | 0.04% | 0.04% | 5 | -59,532 | -9.05% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | New | 553,120 | 24,178 | 0.07% | — | 6 | +553,120 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 401,664 | 17,560 | 0.02% | 0.01% | 7 | +326,021 | 431.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 399,985 | 17,486 | 0.0% | 0.0% | 8 | +37,154 | 10.24% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 362,081 | 15,829 | 0.07% | 0.07% | 9 | +5,489 | 1.54% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 322,829 | 14,113 | 0.02% | 0.02% | 10 | -21,188 | -6.16% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 320,581 | 14,015 | 0.0% | 0.0% | 11 | -13,552 | -4.06% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 319,944 | 13,987 | 0.06% | 0.06% | 12 | -7,796 | -2.38% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 264,885 | 11,580 | 0.01% | 0.01% | 13 | -9,542 | -3.48% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 220,145 | 9,624 | 0.33% | 0.26% | 14 | +43,891 | 24.9% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Added to | 219,478 | 9,595 | 0.77% | 0.76% | 15 | +15,599 | 7.65% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 209,450 | 9,156 | 0.0% | 0.01% | 16 | -276,926 | -56.94% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 188,215 | 8,228 | 0.06% | 0.07% | 17 | +3,206 | 1.73% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 171,556 | 7,539 | 0.01% | 0.01% | 18 | +3,914 | 2.33% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Reduced | 135,475 | 5,922 | 0.03% | 0.04% | 19 | -8,322 | -5.79% | Q4 2025 | Feb 13, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 128,278 | 5,608 | 0.89% | 0.94% | 20 | -4,709 | -3.54% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 127,505 | 5,574 | 0.01% | 0.01% | 21 | +1,013 | 0.8% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 120,195 | 5,254 | 0.18% | 0.2% | 22 | -5,775 | -4.58% | Q4 2025 | Jan 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 106,237 | 4,644 | 2.0% | 2.09% | 23 | -10 | -0.01% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 104,096 | 4,550 | 0.01% | 0.01% | 24 | -208 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 100,522 | 4,395 | 0.01% | 0.01% | 25 | -1,365 | -1.34% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 90,382 | 3,951 | 0.04% | 0.04% | 26 | -6,065 | -6.29% | Q4 2025 | Feb 13, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 85,334 | 3,730 | 0.84% | 0.91% | 27 | -6,102 | -6.67% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 84,996 | 3,715 | 0.5% | — | 28 | +84,996 | New | Q4 2025 | Feb 09, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 78,748 | 3,442 | 0.57% | — | 29 | +78,748 | New | Q4 2025 | Feb 18, 2026 |
| Weaver Capital Management LLC | History | Reduced | 77,435 | 3,385 | 0.71% | 0.98% | 30 | -28,479 | -26.89% | Q4 2025 | Jan 22, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 76,756 | 3,355 | 0.45% | 0.68% | 31 | -33,231 | -30.21% | Q4 2025 | Jan 21, 2026 |
| Chris Bulman Inc | History | Added to | 74,577 | 3,260 | 1.44% | 1.49% | 32 | +5,502 | 7.97% | Q4 2025 | Jan 14, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 72,842 | 3,184 | 0.18% | 0.19% | 33 | -1,600 | -2.15% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 69,228 | 3,026 | 0.01% | 0.02% | 34 | -67,588 | -49.4% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 62,700 | 2,741 | 0.01% | 0.01% | 35 | -8,500 | -11.94% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 62,302 | 2,723 | 0.05% | 0.06% | 36 | -2,964 | -4.54% | Q4 2025 | Feb 10, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 59,474 | 2,600 | 1.3% | 1.38% | 37 | -325 | -0.54% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 53,698 | 2,347 | 0.12% | 0.14% | 38 | -109 | -0.2% | Q4 2025 | Jan 26, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 53,451 | 2,336 | 0.67% | 0.69% | 39 | -896 | -1.65% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 52,874 | 2,311 | 0.01% | 0.01% | 40 | -1,336 | -2.46% | Q4 2025 | Feb 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 52,320 | 2,287 | 0.54% | 0.54% | 41 | -1,872 | -3.45% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 51,787 | 2,264 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, LLC | History | Reduced | 51,567 | 2,254 | 0.55% | 0.59% | 43 | -2,505 | -4.63% | Q4 2025 | Jan 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 49,222 | 2,151 | 0.62% | 0.62% | 44 | +538 | 1.11% | Q4 2025 | Feb 09, 2026 |
| BCS Wealth Management | History | Added to | 48,536 | 2,121 | 0.21% | 0.24% | 45 | +23,337 | 92.61% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Reduced | 45,409 | 1,985 | 0.09% | 0.1% | 46 | -2,030 | -4.28% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | No change | 44,961 | 1,965 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COFG Advisors, LLC | History | New | 44,578 | 1,948 | 0.48% | — | 48 | +44,578 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 44,117 | 1,928 | 0.01% | 0.01% | 49 | -2,916 | -6.2% | Q4 2025 | Jan 26, 2026 |
| Michels Family Financial, LLC | History | Reduced | 43,665 | 1,908 | 1.4% | 1.48% | 50 | -691 | -1.56% | Q4 2025 | Feb 19, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 43,346 | 1,895 | 1.24% | — | 51 | +43,346 | New | Q4 2025 | Apr 02, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 43,180 | 1,887 | 0.94% | 0.96% | 52 | -450 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | No change | 39,700 | 1,735 | 0.02% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 39,546 | 1,728 | 0.38% | 0.41% | 54 | -3,221 | -7.53% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 39,263 | 1,716 | 1.05% | 1.26% | 55 | -10,506 | -21.11% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 38,329 | 1,675 | 0.0% | 0.0% | 56 | -126 | -0.33% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 37,211 | 1,626 | 0.5% | — | 57 | +37,211 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 36,376 | 1,590 | 0.0% | 0.0% | 58 | -2,404 | -6.2% | Q4 2025 | Feb 11, 2026 |
| O'Connor Financial Group LLC | History | Added to | 36,067 | 1,586 | 0.63% | 0.65% | 59 | +61 | 0.17% | Q4 2025 | Jan 26, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 34,430 | 1,513 | 0.19% | 0.21% | 60 | -2,200 | -6.01% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 34,420 | 1,504 | 0.0% | 0.0% | 61 | -21 | -0.06% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,478 | 1,463 | 0.03% | 0.03% | 62 | +1,276 | 3.96% | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 33,480 | 1,463 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 32,857 | 1,446 | 0.12% | 0.13% | 64 | -685 | -2.04% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 33,000 | 1,442 | 0.02% | 0.03% | 65 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Southland Equity Partners LLC | History | No change | 31,611 | 1,381 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 30,670 | 1,340 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | Added to | 29,333 | 1,282 | 0.23% | 0.22% | 68 | +1,000 | 3.53% | Q4 2025 | Jan 14, 2026 |
| BFI Wealth Solutions, LLC | History | New | 28,014 | 1,224 | 1.17% | — | 69 | +28,014 | New | Q4 2025 | Feb 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 27,805 | 1,215 | 0.02% | 0.02% | 70 | -3,309 | -10.64% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 27,587 | 1,206 | 0.12% | 0.12% | 71 | +153 | 0.56% | Q4 2025 | Feb 11, 2026 |
| Pacific Park Financial, Inc. | History | New | 27,114 | 1,185 | 0.74% | — | 72 | +27,114 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 26,811 | 1,172 | 0.01% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FSA Advisors, Inc. | History | Added to | 26,742 | 1,169 | 0.81% | 0.87% | 74 | +1,063 | 4.14% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 26,613 | 1,163 | 0.01% | 0.02% | 75 | -330 | -1.22% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 26,594 | 1,162 | 0.03% | 0.03% | 76 | -2,323 | -8.03% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 26,235 | 1,146 | 0.08% | 0.08% | 78 | -1,953 | -6.93% | Q4 2025 | Apr 02, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 26,227 | 1,146 | 0.14% | 0.14% | 77 | +254 | 0.98% | Q4 2025 | Jan 26, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 25,541 | 1,116 | 0.25% | 0.27% | 79 | -75 | -0.29% | Q4 2025 | Feb 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 25,288 | 1,105 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | No change | 24,500 | 1,071 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 23,831 | 1,041 | 0.11% | 0.13% | 82 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,757 | 1,038 | 0.0% | 0.0% | 83 | -675,337 | -96.6% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 23,473 | 1,036 | 0.03% | 0.03% | 84 | -5,460 | -18.87% | Q4 2025 | Feb 17, 2026 |
| WPWealth LLP | History | Reduced | 22,394 | 979 | 0.15% | 0.16% | 85 | -465 | -2.03% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 22,168 | 969 | 0.14% | 0.06% | 86 | +13,094 | 144.3% | Q4 2025 | Feb 09, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 21,931 | 960 | 0.27% | 0.3% | 87 | -898 | -3.93% | Q4 2025 | Jan 14, 2026 |
| Straight Path Wealth Management | History | No change | 21,460 | 938 | 0.25% | 0.25% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 20,701 | 905 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 20,410 | 892 | 0.01% | 0.02% | 90 | -15,995 | -43.94% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 20,406 | 892 | 0.21% | 0.24% | 91 | -3,530 | -14.75% | Q4 2025 | Feb 17, 2026 |
| Blue Water Asset Management | History | New | 20,076 | 877 | 0.32% | — | 92 | +20,076 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 19,623 | 857 | 0.02% | 0.02% | 93 | +1,680 | 9.36% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,538 | 854 | 0.16% | 0.16% | 94 | -1,467 | -6.98% | Q4 2025 | Jan 27, 2026 |
| Weaver Consulting Group | History | No change | 19,312 | 844 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,297 | 843 | 0.02% | — | 96 | +19,297 | New | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,773 | 820 | 0.03% | 0.03% | 97 | -83 | -0.44% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,362 | 802 | 0.0% | 0.0% | 98 | -1,934 | -9.53% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,000 | 786 | 0.01% | 0.0% | 99 | +9,723 | 117.47% | Q4 2025 | Jan 26, 2026 |
| TopTier Wealth Management, LLC | History | New | 17,709 | 774 | 0.53% | — | 100 | +17,709 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 17,703 | 773 | 0.02% | 0.02% | 101 | -7,269 | -29.11% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 16,844 | 736 | 0.05% | 0.05% | 102 | -328 | -1.91% | Q4 2025 | Jan 26, 2026 |
| CRA Financial Services, LLC | History | No change | 16,605 | 725 | 0.09% | 0.1% | 103 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 16,561 | 724 | 0.03% | 0.04% | 104 | -5,273 | -24.15% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 16,397 | 716 | 0.49% | 0.54% | 105 | -1,657 | -9.18% | Q4 2025 | Feb 02, 2026 |
| BigSur Wealth Management LLC | History | No change | 16,000 | 699 | 0.17% | 0.17% | 106 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 15,923 | 696 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 15,478 | 676 | 0.19% | 0.2% | 108 | +12 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 15,258 | 667 | 0.6% | 0.62% | 109 | -471 | -2.99% | Q4 2025 | Jan 29, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 15,108 | 660 | 0.56% | 0.56% | 110 | -152 | -1.0% | Q4 2025 | Jan 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 14,945 | 653 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Compass Advisory Group LLC | History | No change | 14,888 | 650 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 14,363 | 627 | 0.0% | — | 113 | +14,363 | New | Q4 2025 | Feb 17, 2026 |
| Three Seasons Wealth, LLC | History | No change | 14,352 | 627 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 13,853 | 605 | 0.14% | 2.16% | 115 | -195,826 | -93.39% | Q4 2025 | Jan 28, 2026 |
| Avestar Capital, LLC | History | New | 13,400 | 585 | 0.04% | — | 116 | +13,400 | New | Q4 2025 | Feb 10, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 13,193 | 579 | 0.41% | 0.39% | 117 | -287 | -2.13% | Q4 2025 | Jan 15, 2026 |
| NCM Capital Management, LLC | History | No change | 12,954 | 566 | 0.21% | 0.22% | 118 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| AlphaStar Capital Management, LLC | History | New | 12,755 | 557 | 0.04% | — | 119 | +12,755 | New | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | New | 12,670 | 553 | 0.0% | — | 120 | +12,670 | New | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 12,527 | 547 | 0.0% | — | 121 | +12,527 | New | Q4 2025 | Feb 05, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 12,396 | 541 | 0.05% | 0.05% | 122 | -119 | -0.95% | Q4 2025 | Jan 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 12,244 | 535 | 0.01% | 0.02% | 123 | -1,080 | -8.11% | Q4 2025 | Jan 23, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 12,132 | 530 | 0.52% | — | 124 | +12,132 | New | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | No change | 12,047 | 526 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | No change | 11,986 | 524 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,850 | 518 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 11,587 | 506 | 0.32% | 0.32% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,459 | 500 | 0.01% | 0.01% | 129 | -89 | -0.77% | Q4 2025 | Feb 02, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 11,067 | 483 | 0.17% | 0.18% | 130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fortune Financial Group, Inc. | History | New | 10,389 | 479 | 0.47% | — | 131 | +10,389 | New | Q4 2025 | Feb 11, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 10,784 | 471 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,734 | 469 | 0.02% | 0.02% | 133 | -92 | -0.85% | Q4 2025 | Jan 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 10,700 | 467 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Added to | 10,466 | 457 | 0.01% | 0.01% | 135 | +34 | 0.33% | Q4 2025 | Jan 30, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,242 | 447 | 0.03% | 0.03% | 136 | -1,360 | -11.72% | Q4 2025 | Jan 08, 2026 |
| Trek Financial, LLC | History | No change | 10,188 | 445 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Jessup Wealth Management, Inc | History | No change | 10,131 | 442 | 0.15% | 0.16% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 9,953 | 435 | 0.04% | 0.06% | 139 | -3 | -0.03% | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,943 | 434 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 9,707 | 424 | 0.0% | 0.0% | 141 | -23,959 | -71.17% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,478 | 414 | 0.0% | — | 143 | +9,478 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,490 | 414 | 0.06% | 0.07% | 142 | -2,050 | -17.76% | Q4 2025 | Feb 10, 2026 |
| Orion Capital Management LLC | History | Reduced | 9,150 | 400 | 0.13% | 0.14% | 145 | -100 | -1.08% | Q4 2025 | Feb 03, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,154 | 400 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,138 | 399 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 9,096 | 397 | 0.32% | 0.33% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 9,035 | 394 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 8,966 | 391 | 0.1% | 0.42% | 149 | -25,965 | -74.33% | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | New | 8,858 | 387 | 0.01% | — | 150 | +8,858 | New | Q4 2025 | Jan 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,826 | 385 | 0.0% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,800 | 384 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Certified Advisory Corp | History | No change | 8,784 | 384 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,761 | 383 | 0.03% | 0.03% | 154 | -390 | -4.26% | Q4 2025 | Jan 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 8,375 | 366 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,298 | 362 | 0.03% | 0.1% | 156 | -24,500 | -74.7% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 7,998 | 349 | 0.01% | — | 157 | +7,998 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,713 | 339 | 0.01% | 0.01% | 158 | -1,289 | -14.32% | Q4 2025 | Jan 28, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 7,641 | 334 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,542 | 329 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CITY HOLDING CO | History | Reduced | 7,405 | 323 | 0.04% | 0.04% | 161 | -750 | -9.2% | Q4 2025 | Jan 22, 2026 |
| HRT FINANCIAL LP | History | New | 6,918 | 302 | 0.0% | — | 162 | +6,918 | New | Q4 2025 | Feb 12, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 6,890 | 301 | 0.09% | 0.1% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | No change | 6,817 | 298 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Added to | 6,505 | 284 | 0.02% | 0.02% | 165 | +447 | 7.38% | Q4 2025 | Feb 10, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 6,400 | 279 | 0.15% | 0.2% | 167 | -1,890 | -22.8% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 6,390 | 279 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 6,340 | 277 | 0.02% | 0.02% | 168 | -46 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 6,318 | 276 | 0.02% | — | 169 | +6,318 | New | Q4 2025 | Jan 23, 2026 |
| Seros Financial, LLC | History | No change | 6,296 | 275 | 0.16% | 0.16% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,099 | 266 | 0.0% | 0.01% | 171 | -2,066 | -25.3% | Q4 2025 | Feb 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,019 | 263 | 0.09% | 0.1% | 172 | -62 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 5,978 | 261 | 0.2% | 0.21% | 173 | -225 | -3.63% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,942 | 259 | 0.01% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,875 | 256 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | New | 5,834 | 255 | 0.08% | — | 176 | +5,834 | New | Q4 2025 | Jan 20, 2026 |
| McAdam, LLC | History | No change | 5,769 | 252 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,690 | 248 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elevation Wealth Management LLC | History | New | 5,650 | 247 | 0.24% | — | 179 | +5,650 | New | Q4 2025 | Feb 12, 2026 |
| Schulz Wealth, LTD. | History | No change | 5,615 | 245 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 5,500 | 240 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Square, LLC | History | No change | 5,509 | 240 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 5,298 | 231 | 0.0% | — | 183 | +5,298 | New | Q4 2025 | Mar 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,221 | 228 | 0.01% | 0.01% | 184 | -188 | -3.48% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | No change | 5,224 | 228 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 5,178 | 227 | 0.05% | 0.05% | 186 | -179 | -3.34% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | No change | 5,188 | 226 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WorthPointe, LLC | History | Reduced | 5,080 | 222 | 0.06% | 0.11% | 189 | -1,507 | -22.88% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 5,085 | 222 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 5,043 | 220 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 5,000 | 218 | 0.17% | — | 191 | +5,000 | New | Q4 2025 | Mar 16, 2026 |
| WealthShield Partners, LLC | History | No change | 4,955 | 216 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | New | 4,882 | 213 | 0.0% | — | 193 | +4,882 | New | Q4 2025 | Feb 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 4,831 | 211 | 0.06% | 0.06% | 194 | -40 | -0.82% | Q4 2025 | Feb 10, 2026 |
| Nikulski Financial, Inc. | History | No change | 4,695 | 205 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lewis Asset Management, LLC | History | No change | 4,661 | 203 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 4,626 | 202 | 0.05% | — | 197 | +4,626 | New | Q4 2025 | Jan 16, 2026 |
| Retirement Planning Group, LLC | History | New | 4,584 | 200 | 0.01% | — | 198 | +4,584 | New | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,178 | 182 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,987 | 174 | 0.07% | 0.07% | 200 | -5 | -0.13% | Q4 2025 | Jan 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,774 | 164 | 0.02% | 0.03% | 201 | -90 | -2.33% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,659 | 159 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,896 | 126 | 0.05% | — | 203 | +2,896 | New | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,732 | 119 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,648 | 115 | 0.06% | — | 205 | +2,648 | New | Q4 2025 | Feb 18, 2026 |
| Compass Financial Services Inc | History | No change | 2,505 | 109 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Joseph Group Capital Management | History | Reduced | 2,468 | 107 | 0.03% | 0.03% | 207 | -319 | -11.45% | Q4 2025 | Jan 30, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,990 | 87 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,897 | 82 | 0.02% | — | 209 | +1,897 | New | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,837 | 80 | 0.01% | 0.01% | 210 | -420 | -18.61% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,713 | 74 | 0.04% | 0.06% | 211 | -1,713 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | Reduced | 1,674 | 73 | 0.02% | 0.02% | 213 | -69 | -3.96% | Q4 2025 | Jan 30, 2026 |
| Truvestments Capital LLC | History | No change | 1,677 | 73 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,630 | 71 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | No change | 1,629 | 71 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,511 | 66 | 0.0% | 0.0% | 216 | -817 | -35.09% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 1,500 | 65 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | New | 1,471 | 64 | 0.0% | — | 218 | +1,471 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,443 | 63 | 0.0% | 0.0% | 219 | -106 | -6.84% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,304 | 57 | 0.0% | — | 220 | +1,304 | New | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 1,062 | 46 | 0.05% | — | 221 | +1,062 | New | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 750 | 32 | 0.02% | 0.02% | 222 | -300 | -28.57% | Q4 2025 | Jan 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 623 | 27 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | New | 578 | 25 | 0.0% | — | 224 | +578 | New | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 566 | 24 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 500 | 21 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Trust Co | History | No change | 382 | 16 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 329 | 14 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 290 | 12 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 225 | 9 | 0.0% | 0.01% | 231 | -421 | -65.17% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 200 | 8 | 0.01% | — | 232 | +200 | New | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 125 | 5 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investors Portfolio Services LLC | History | New | 50 | 2 | 0.0% | — | 234 | +50 | New | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -618,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -349,585 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227,803 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalina Capital Group, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -44,673 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -43,595 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -20,444 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,852 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Phoenix Wealth Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -9,300 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,214 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,074 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -8,874 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,033 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,300 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,061 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -670 | -100.0% | Q3 2025 | Nov 14, 2025 |