Innovator ETFs Trust - SFLR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,848,799 | 215,586 | 0.02% | 0.01% | 1 | +1,928,839 | 49.21% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,257,434 | 156,929 | 0.04% | 0.04% | 2 | +601,796 | 16.46% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,928,409 | 71,081 | 0.09% | 0.08% | 3 | +119,487 | 6.61% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,886,697 | 69,543 | 1.0% | 0.97% | 4 | +126,292 | 7.17% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,356,567 | 50,165 | 1.24% | 1.33% | 5 | -29,327 | -2.12% | Q4 2025 | Jan 28, 2026 |
| Delta Investment Management, LLC | History | Reduced | 585,103 | 21,566 | 3.74% | 5.55% | 6 | -275,115 | -31.98% | Q4 2025 | Jan 30, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 555,375 | 20,483 | 20.12% | — | 7 | +555,375 | New | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 495,459 | 18,264 | 0.03% | 0.03% | 8 | -71,529 | -12.62% | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 436,484 | 16,098 | 6.52% | 6.35% | 9 | +23,507 | 5.69% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 406,276 | 14,975 | 0.0% | 0.0% | 10 | -34,433 | -7.81% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | Added to | 370,693 | 13,663 | 1.31% | 2.16% | 11 | +95,924 | 34.91% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Reduced | 338,800 | 12,488 | 2.46% | 2.53% | 12 | -7,540 | -2.18% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 335,256 | 12,357 | 0.01% | 0.01% | 13 | -2,904 | -0.86% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 286,692 | 10,567 | 0.01% | 0.01% | 14 | +50,559 | 21.41% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 283,999 | 10,468 | 0.12% | 0.05% | 15 | +174,005 | 158.19% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 273,117 | 10,067 | 0.14% | 0.01% | 16 | +262,408 | 2450.35% | Q4 2025 | Feb 17, 2026 |
| WINNOW WEALTH LLC | History | Added to | 261,279 | 9,667 | 7.14% | 7.32% | 17 | +8,514 | 3.37% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | New | 260,323 | 9,595 | 0.26% | — | 18 | +260,323 | New | Q4 2025 | Feb 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 255,855 | 9,430 | 0.31% | 0.33% | 19 | +3,128 | 1.24% | Q4 2025 | Jan 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 243,145 | 8,962 | 7.41% | 9.19% | 20 | -5,273 | -2.12% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 239,019 | 8,810 | 0.02% | 0.02% | 21 | +26,343 | 12.39% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 212,824 | 7,873 | 0.01% | 0.01% | 22 | +92,231 | 76.48% | Q4 2025 | Feb 05, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 207,484 | 7,647 | 5.06% | 5.16% | 23 | -8,940 | -4.13% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 205,597 | 7,578 | 0.0% | 0.0% | 24 | +135,097 | 191.63% | Q4 2025 | Feb 18, 2026 |
| ATX Financial Planning, LLC | History | New | 205,526 | 7,575 | 5.84% | — | 25 | +205,526 | New | Q4 2025 | Feb 19, 2026 |
| NewCorp Financial Services, Inc. | History | New | 196,175 | 7,231 | 6.4% | — | 26 | +196,175 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 194,675 | 7,175 | 0.04% | 0.04% | 27 | +6,603 | 3.51% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 192,308 | 7,088 | 0.03% | 0.03% | 28 | +34,453 | 21.83% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 186,192 | 6,863 | 1.13% | — | 29 | +186,192 | New | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | Added to | 180,962 | 6,670 | 1.44% | 1.17% | 30 | +59,772 | 49.32% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 175,217 | 6,458 | 0.01% | — | 31 | +175,217 | New | Q4 2025 | Mar 16, 2026 |
| CWM, LLC | History | Added to | 175,179 | 6,457 | 0.02% | 0.01% | 32 | +127,211 | 265.2% | Q4 2025 | Jan 26, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 173,594 | 6,398 | 0.5% | 0.42% | 33 | +33,006 | 23.48% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 172,911 | 6,373 | 0.11% | 0.13% | 34 | +16,400 | 10.48% | Q4 2025 | Feb 06, 2026 |
| HFG Wealth Management, LLC | History | Added to | 172,485 | 6,357 | 3.5% | 3.37% | 35 | +566 | 0.33% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 166,416 | 6,134 | 3.06% | 3.02% | 36 | +2,880 | 1.76% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 166,371 | 6,132 | 0.03% | 0.03% | 37 | -2,994 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165,139 | 6,087 | 0.07% | 0.07% | 38 | +28,677 | 21.01% | Q4 2025 | Jan 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 161,569 | 6,000 | 2.31% | — | 39 | +161,569 | New | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 161,610 | 5,956 | 0.07% | 0.07% | 40 | +8,595 | 5.62% | Q4 2025 | Feb 05, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 153,961 | 5,675 | 2.75% | 3.32% | 41 | -10,518 | -6.39% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 152,898 | 5,635 | 0.03% | 0.04% | 42 | -38,860 | -20.27% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | New | 149,869 | 5,524 | 0.14% | — | 43 | +149,869 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 149,562 | 5,512 | 0.25% | 0.14% | 44 | +65,238 | 77.37% | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 132,904 | 4,898 | 1.21% | — | 45 | +132,904 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 129,287 | 4,765 | 0.02% | 0.02% | 46 | -6,343 | -4.68% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 128,850 | 4,749 | 0.05% | 0.04% | 47 | +69,785 | 118.15% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 122,151 | 4,502 | 0.01% | 0.01% | 48 | +22,576 | 22.67% | Q4 2025 | Feb 11, 2026 |
| Trek Financial, LLC | History | Reduced | 120,655 | 4,447 | 0.26% | 0.28% | 49 | -10,178 | -7.78% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 117,123 | 4,362 | 0.01% | 0.01% | 50 | +4,834 | 4.3% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 117,980 | 4,348 | 0.05% | 0.05% | 51 | +10,413 | 9.68% | Q4 2025 | Jan 20, 2026 |
| BEACON FINANCIAL GROUP | History | New | 117,631 | 4,335 | 0.43% | — | 52 | +117,631 | New | Q4 2025 | Apr 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 110,485 | 4,072 | 0.08% | 0.08% | 53 | +9,844 | 9.78% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 108,827 | 4,011 | 0.01% | 0.01% | 54 | +4,875 | 4.69% | Q4 2025 | Feb 05, 2026 |
| Holos Integrated Wealth LLC | History | New | 107,939 | 3,985 | 2.22% | — | 55 | +107,939 | New | Q4 2025 | Jan 05, 2026 |
| Concorde Asset Management, LLC | History | Added to | 87,680 | 3,231 | 1.29% | 1.31% | 56 | +611 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 86,295 | 3,180 | 5.88% | 6.21% | 57 | -126,094 | -59.37% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 84,616 | 3,127 | 0.08% | 0.07% | 58 | +5,441 | 6.87% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 75,295 | 2,775 | 0.04% | 0.02% | 59 | +32,798 | 77.18% | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 73,593 | 2,712 | 0.63% | 0.57% | 60 | +5,306 | 7.77% | Q4 2025 | Feb 17, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 73,268 | 2,700 | 1.84% | 1.01% | 61 | +32,648 | 80.37% | Q4 2025 | Jan 22, 2026 |
| Advisor Resource Council | History | Reduced | 69,556 | 2,563 | 0.91% | 3.6% | 62 | -4,439 | -6.0% | Q4 2025 | Feb 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 67,487 | 2,487 | 0.2% | 0.19% | 63 | +9,295 | 15.97% | Q4 2025 | Jan 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 64,939 | 2,393 | 0.48% | 0.43% | 64 | +13,784 | 26.95% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 63,888 | 2,354 | 0.11% | 0.09% | 65 | +9,231 | 16.89% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 63,562 | 2,342 | 0.0% | 0.0% | 66 | +8,289 | 15.0% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 63,014 | 2,322 | 0.94% | — | 67 | +63,014 | New | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 62,685 | 2,310 | 0.05% | 0.04% | 68 | +7,489 | 13.57% | Q4 2025 | Feb 02, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 59,937 | 2,209 | 0.42% | 0.44% | 69 | -5,019 | -7.73% | Q4 2025 | Jan 28, 2026 |
| Balance Wealth, LLC | History | Reduced | 59,380 | 2,188 | 0.7% | 0.56% | 70 | -3,446 | -5.48% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | New | 54,306 | 2,001 | 0.03% | — | 71 | +54,306 | New | Q4 2025 | Jan 20, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 54,227 | 1,998 | 1.14% | 1.17% | 72 | +343 | 0.64% | Q4 2025 | Jan 23, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 53,268 | 1,963 | 1.26% | 1.19% | 73 | +3,198 | 6.39% | Q4 2025 | Feb 17, 2026 |
| WorthPointe, LLC | History | Added to | 49,608 | 1,828 | 0.48% | 0.34% | 74 | +24,738 | 99.47% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | New | 47,375 | 1,746 | 0.07% | — | 75 | +47,375 | New | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 46,450 | 1,712 | 0.06% | 0.04% | 76 | +15,756 | 51.33% | Q4 2025 | Feb 04, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 45,912 | 1,692 | 0.73% | 0.14% | 77 | +37,522 | 447.22% | Q4 2025 | Jan 21, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 43,610 | 1,627 | 0.36% | 0.4% | 78 | -1,806 | -3.98% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 42,312 | 1,559 | 0.0% | 0.0% | 79 | +8,175 | 23.95% | Q4 2025 | Feb 02, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 39,715 | 1,464 | 0.91% | — | 80 | +39,715 | New | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 38,197 | 1,407 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 37,414 | 1,379 | 0.18% | 0.15% | 82 | +5,467 | 17.11% | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 36,629 | 1,363 | 0.14% | — | 83 | +36,629 | New | Q4 2025 | Jan 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 35,100 | 1,293 | 0.18% | 0.17% | 84 | +1,395 | 4.14% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 34,389 | 1,267 | 0.14% | 0.15% | 85 | -2,078 | -5.7% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | New | 34,285 | 1,263 | 0.03% | — | 86 | +34,285 | New | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 30,085 | 1,108 | 0.02% | 0.02% | 87 | +8,253 | 37.8% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 29,006 | 1,069 | 0.01% | 0.0% | 88 | +28,964 | 68961.9% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 28,204 | 1,039 | 0.14% | 0.15% | 89 | -446 | -1.56% | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 27,472 | 1,012 | 0.57% | 0.62% | 90 | -3,271 | -10.64% | Q4 2025 | Jan 30, 2026 |
| CGN Advisors LLC | History | Added to | 26,479 | 976 | 0.08% | 0.07% | 91 | +4,353 | 19.67% | Q4 2025 | Jan 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 26,249 | 967 | 0.54% | 3.21% | 92 | -123,645 | -82.49% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Reduced | 25,654 | 945 | 0.47% | 0.54% | 93 | -1,770 | -6.45% | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,398 | 936 | 0.01% | 0.01% | 94 | +13,222 | 108.59% | Q4 2025 | Feb 09, 2026 |
| Core Wealth Advisors, Inc. | History | New | 24,147 | 890 | 0.23% | — | 95 | +24,147 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 24,039 | 886 | 0.03% | — | 96 | +24,039 | New | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 23,456 | 864 | 0.1% | 0.12% | 97 | -5,349 | -18.57% | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | Reduced | 22,272 | 820 | 0.01% | 0.02% | 98 | -457 | -2.01% | Q4 2025 | Mar 12, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 21,912 | 807 | 0.44% | 0.45% | 99 | +19 | 0.09% | Q4 2025 | Jan 08, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 21,413 | 789 | 0.2% | 0.18% | 100 | +1,905 | 9.77% | Q4 2025 | Jan 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,277 | 784 | 0.05% | 0.05% | 101 | +19 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,452 | 753 | 0.04% | 0.01% | 102 | +14,202 | 227.23% | Q4 2025 | Feb 05, 2026 |
| IMG Wealth Management, Inc. | History | New | 18,699 | 689 | 0.44% | — | 103 | +18,699 | New | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 18,686 | 688 | 0.02% | 0.02% | 104 | +56 | 0.3% | Q4 2025 | Jan 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 16,642 | 613 | 0.28% | 0.28% | 105 | -142 | -0.85% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,734 | 579 | 0.0% | 0.0% | 106 | +9,530 | 153.61% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,700 | 578 | 0.01% | — | 107 | +15,700 | New | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | New | 15,498 | 571 | 0.02% | — | 108 | +15,498 | New | Q4 2025 | Feb 10, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 14,749 | 543 | 0.23% | 0.13% | 109 | +6,339 | 75.37% | Q4 2025 | Feb 03, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 14,633 | 539 | 0.25% | 0.43% | 110 | -10,002 | -40.6% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,615 | 538 | 0.02% | 0.02% | 111 | +2,638 | 22.03% | Q4 2025 | Feb 05, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 14,546 | 536 | 0.16% | 0.17% | 112 | -2,956 | -16.89% | Q4 2025 | Feb 06, 2026 |
| William Mack & Associates, Inc. | History | Added to | 14,378 | 529 | 0.25% | 0.19% | 113 | +4,488 | 45.38% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,897 | 512 | 0.0% | 0.0% | 114 | -16,212 | -53.84% | Q4 2025 | Feb 17, 2026 |
| SMI Advisory Services, LLC | History | New | 13,204 | 493 | 0.08% | — | 115 | +13,204 | New | Q4 2025 | Jan 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 13,053 | 481 | 0.05% | 0.05% | 116 | +2,407 | 22.61% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,961 | 477 | 0.01% | 0.01% | 117 | +867 | 7.17% | Q4 2025 | Jan 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,910 | 475 | 0.03% | 0.03% | 118 | +12 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Well Done, LLC | History | Reduced | 12,674 | 467 | 0.07% | 0.2% | 119 | -19,283 | -60.34% | Q4 2025 | Jan 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,643 | 466 | 0.02% | 0.02% | 120 | -1,002 | -7.34% | Q4 2025 | Jan 13, 2026 |
| CRA Financial Services, LLC | History | No change | 12,535 | 462 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Diligent Investors, LLC | History | Reduced | 12,490 | 460 | 0.11% | 0.11% | 122 | -50 | -0.4% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 12,278 | 452 | 0.05% | 0.05% | 123 | +612 | 5.25% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 12,086 | 445 | 0.02% | 0.02% | 124 | -7,859 | -39.4% | Q4 2025 | Feb 17, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 11,820 | 435 | 0.78% | 0.94% | 125 | -1,061 | -8.24% | Q4 2025 | Jan 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 11,352 | 422 | 0.04% | 0.04% | 126 | -868 | -7.1% | Q4 2025 | Jan 20, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | New | 10,640 | 392 | 0.1% | — | 127 | +10,640 | New | Q4 2025 | Feb 09, 2026 |
| Worth Asset Management, LLC | History | Reduced | 10,647 | 392 | 0.17% | 0.17% | 128 | -136 | -1.26% | Q4 2025 | Jan 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 10,468 | 388 | 0.26% | 0.27% | 129 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | New | 9,889 | 364 | 0.01% | — | 130 | +9,889 | New | Q4 2025 | Jan 20, 2026 |
| Occidental Asset Management, LLC | History | Added to | 9,875 | 363 | 0.04% | 0.04% | 131 | +1,350 | 15.84% | Q4 2025 | Jan 08, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 9,822 | 362 | 0.08% | 0.08% | 132 | -400 | -3.91% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | New | 9,652 | 356 | 0.05% | — | 133 | +9,652 | New | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,590 | 353 | 0.01% | 0.01% | 134 | +514 | 5.66% | Q4 2025 | Jan 27, 2026 |
| Old Port Advisors | History | No change | 9,245 | 340 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 9,009 | 332 | 0.14% | 0.15% | 136 | +8 | 0.09% | Q4 2025 | Jan 22, 2026 |
| Cypress Wealth Services, LLC | History | New | 8,936 | 329 | 0.05% | — | 137 | +8,936 | New | Q4 2025 | Jan 14, 2026 |
| Disciplined Investments, LLC | History | New | 8,832 | 325 | 0.12% | — | 138 | +8,832 | New | Q4 2025 | Feb 05, 2026 |
| Leelyn Smith, LLC | History | Reduced | 8,784 | 323 | 0.05% | 0.05% | 139 | -686 | -7.24% | Q4 2025 | Jan 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,533 | 314 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8,475 | 312 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| BCS Wealth Management | History | New | 8,242 | 303 | 0.03% | — | 142 | +8,242 | New | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,560 | 278 | 0.0% | 0.0% | 143 | +950 | 14.37% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 7,400 | 272 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,991 | 258 | 0.01% | 0.01% | 145 | +72 | 1.04% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,800 | 251 | 0.01% | 0.01% | 146 | -437 | -6.04% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,764 | 249 | 0.0% | 0.02% | 147 | -55,945 | -89.21% | Q4 2025 | Jan 26, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,630 | 244 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,275 | 231 | 0.0% | 0.0% | 149 | -600 | -8.73% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | New | 6,119 | 225 | 0.0% | — | 150 | +6,119 | New | Q4 2025 | Jan 16, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 5,978 | 220 | 0.01% | 0.02% | 151 | -507 | -7.82% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,911 | 217 | 0.0% | — | 152 | +5,911 | New | Q4 2025 | Jan 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 5,667 | 208 | 0.02% | — | 153 | +5,667 | New | Q4 2025 | Jan 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,119 | 151 | 0.01% | 0.01% | 154 | +777 | 23.25% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 3,878 | 142 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,604 | 133 | 0.04% | 0.06% | 156 | -814 | -18.42% | Q4 2025 | Feb 10, 2026 |
| Benson Wealth Management INC | History | New | 2,773 | 102 | 0.11% | — | 157 | +2,773 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,470 | 91 | 0.07% | — | 158 | +2,470 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,445 | 90 | 0.01% | — | 159 | +2,445 | New | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 2,125 | 78 | 0.0% | — | 160 | +2,125 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,990 | 73 | 0.0% | 0.0% | 161 | +71 | 3.7% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,768 | 65 | 0.0% | 0.0% | 162 | +1 | 0.06% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,217 | 44 | 0.0% | — | 163 | +1,217 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 500 | 18 | 0.0% | — | 164 | +500 | New | Q4 2025 | Jan 29, 2026 |
| Dunhill Financial, LLC | History | No change | 382 | 14 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Luminist Capital LLC | History | Reduced | 359 | 13 | 0.02% | 1.11% | 166 | -35,316 | -98.99% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 301 | 11 | 0.0% | — | 167 | +301 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 269 | 9 | 0.0% | 0.0% | 168 | -1,371 | -83.6% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 175 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 128 | 4 | 0.0% | 0.0% | 170 | -219 | -63.11% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 37 | 1 | 0.0% | 0.0% | 171 | -9 | -19.57% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -25,184 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,502 | -100.0% | Q3 2025 | Oct 06, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,626 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,607 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 14, 2025 |