Innovator ETFs Trust - SFLR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,920,303 | 209,637 | 0.02% | 0.02% | 1 | +71,504 | 1.22% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,589,170 | 162,502 | 0.04% | 0.04% | 2 | +331,736 | 7.79% | Q1 2026 | May 06, 2026 |
| Americana Partners, LLC | History | Added to | 2,485,585 | 88,014 | 2.29% | 0.26% | 3 | +2,225,262 | 854.81% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,167,558 | 76,753 | 1.05% | 1.0% | 4 | +280,861 | 14.89% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,559,608 | 55,225 | 0.08% | 0.09% | 5 | -368,801 | -19.12% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,276,156 | 46,745 | 1.04% | 1.24% | 6 | -80,411 | -5.93% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 806,175 | 28,547 | 0.07% | 0.01% | 7 | +697,348 | 640.79% | Q1 2026 | Apr 30, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 637,906 | 22,608 | 19.32% | 20.12% | 8 | +82,531 | 14.86% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 567,059 | 20,079 | 0.01% | 0.0% | 9 | +160,783 | 39.57% | Q1 2026 | May 04, 2026 |
| Delta Investment Management, LLC | History | Reduced | 558,310 | 19,769 | 3.54% | 3.74% | 10 | -26,793 | -4.58% | Q1 2026 | May 12, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 489,437 | 17,346 | 6.9% | 6.52% | 11 | +52,953 | 12.13% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 482,185 | 17,075 | 0.02% | 0.03% | 12 | -13,274 | -2.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 432,361 | 15,309 | 0.0% | 0.0% | 13 | +226,764 | 110.3% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 403,720 | 14,295 | 0.16% | 0.12% | 14 | +119,721 | 42.16% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Added to | 382,879 | 13,557 | 0.01% | 0.01% | 15 | +96,187 | 33.55% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 372,737 | 13,198 | 1.19% | 1.31% | 16 | +2,044 | 0.55% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 363,843 | 12,883 | 0.01% | 0.01% | 17 | +28,587 | 8.53% | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 313,667 | 11,106 | 2.16% | 2.46% | 18 | -25,133 | -7.42% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 312,233 | 11,056 | 0.15% | 0.14% | 19 | +39,116 | 14.32% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 268,650 | 9,512 | 0.02% | 0.01% | 20 | +93,433 | 53.32% | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 255,746 | 9,063 | 2.46% | 0.73% | 21 | +209,834 | 457.04% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 248,541 | 8,800 | 0.02% | 0.02% | 22 | +9,522 | 3.98% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 247,244 | 8,754 | 0.05% | 0.04% | 23 | +52,569 | 27.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 244,025 | 8,640 | 4.24% | 3.06% | 24 | +77,609 | 46.64% | Q1 2026 | Apr 14, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 242,979 | 8,603 | 6.64% | 7.14% | 25 | -18,300 | -7.0% | Q1 2026 | May 19, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 235,419 | 8,336 | 0.31% | 0.31% | 26 | -20,436 | -7.99% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 232,287 | 8,294 | 0.08% | 0.07% | 27 | +67,148 | 40.66% | Q1 2026 | Apr 07, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 228,117 | 8,077 | 7.0% | 6.4% | 28 | +31,942 | 16.28% | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 224,896 | 7,963 | 5.82% | 7.41% | 29 | -18,249 | -7.51% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 218,030 | 7,720 | 0.04% | 0.03% | 30 | +25,722 | 13.38% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 209,621 | 7,422 | 0.08% | 0.05% | 31 | +91,641 | 77.68% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 209,196 | 7,407 | 0.2% | 0.14% | 32 | +59,327 | 39.59% | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Added to | 206,074 | 7,297 | 5.54% | 5.84% | 33 | +548 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 202,013 | 7,153 | 0.57% | 0.5% | 34 | +28,419 | 16.37% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 60,130 | 6,930 | 3.03% | 2.75% | 35 | -93,831 | -60.94% | Q1 2026 | May 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 190,316 | 6,739 | 1.07% | 1.13% | 36 | +4,124 | 2.21% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 187,696 | 6,646 | 0.02% | 0.02% | 37 | +12,517 | 7.15% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 186,753 | 6,612 | 0.03% | 0.03% | 38 | +20,382 | 12.25% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Added to | 181,377 | 6,428 | 1.31% | 1.44% | 39 | +415 | 0.23% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 172,911 | 6,373 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 172,342 | 6,103 | 0.01% | 0.01% | 41 | -40,482 | -19.02% | Q1 2026 | May 01, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 168,691 | 5,973 | 3.29% | 3.5% | 42 | -3,794 | -2.2% | Q1 2026 | Apr 22, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 162,414 | 5,751 | 4.59% | — | 43 | +162,414 | New | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 160,126 | 5,670 | 0.25% | 0.25% | 44 | +10,564 | 7.06% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 143,421 | 5,078 | 0.03% | 0.03% | 45 | -9,477 | -6.2% | Q1 2026 | May 08, 2026 |
| COFG Advisors, LLC | History | Added to | 139,033 | 4,923 | 1.22% | 1.21% | 46 | +6,129 | 4.61% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 130,534 | 4,622 | 0.01% | 0.01% | 47 | +8,383 | 6.86% | Q1 2026 | Apr 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 121,112 | 4,542 | 1.63% | 2.31% | 48 | -40,457 | -25.04% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 116,747 | 4,166 | 0.01% | 0.01% | 49 | -376 | -0.32% | Q1 2026 | Apr 08, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 116,027 | 4,154 | 2.1% | 2.22% | 50 | +8,088 | 7.49% | Q1 2026 | Apr 08, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 117,049 | 4,144 | 0.41% | 0.43% | 51 | -582 | -0.49% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Reduced | 110,674 | 3,918 | 0.21% | 0.26% | 52 | -9,981 | -8.27% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 104,543 | 3,701 | 0.04% | — | 53 | +104,543 | New | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | New | 103,774 | 3,674 | 0.38% | — | 54 | +103,774 | New | Q1 2026 | Apr 23, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 96,978 | 3,433 | 2.19% | 1.84% | 55 | +23,710 | 32.36% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 95,048 | 3,365 | 0.04% | — | 56 | +95,048 | New | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 87,680 | 3,231 | 1.29% | 1.29% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 91,051 | 3,224 | 0.07% | 0.08% | 58 | +6,435 | 7.6% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 90,899 | 3,218 | 0.62% | 0.48% | 59 | +25,960 | 39.98% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 87,186 | 3,087 | 0.05% | 0.08% | 60 | -23,299 | -21.09% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 85,363 | 3,022 | 0.07% | 0.04% | 61 | +37,809 | 79.51% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Added to | 81,620 | 2,890 | 0.78% | 0.48% | 62 | +32,012 | 64.53% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 80,272 | 2,842 | 0.04% | 0.04% | 63 | +4,977 | 6.61% | Q1 2026 | May 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 79,234 | 2,805 | 0.63% | 0.63% | 64 | +5,641 | 7.67% | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 74,901 | 2,652 | 0.18% | 0.2% | 65 | +7,414 | 10.99% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 72,945 | 2,582 | 0.0% | 0.0% | 66 | +9,383 | 14.76% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 62,869 | 2,226 | 0.08% | 0.06% | 67 | +16,419 | 35.35% | Q1 2026 | May 06, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 62,501 | 2,213 | 0.87% | 0.94% | 68 | -513 | -0.81% | Q1 2026 | Apr 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 59,634 | 2,111 | 0.39% | 0.42% | 69 | -303 | -0.51% | Q1 2026 | Apr 15, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 57,575 | 2,038 | 0.94% | — | 70 | +57,575 | New | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 56,996 | 2,018 | 0.02% | 0.05% | 71 | -71,854 | -55.77% | Q1 2026 | Apr 20, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 52,967 | 1,875 | 0.97% | 1.26% | 72 | -301 | -0.57% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 52,845 | 1,871 | 0.03% | 0.03% | 73 | -1,461 | -2.69% | Q1 2026 | Apr 07, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 52,372 | 1,854 | 1.0% | 1.14% | 74 | -1,855 | -3.42% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,507 | 1,823 | 0.0% | 0.0% | 75 | +37,610 | 270.63% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 51,371 | 1,819 | 0.08% | 0.11% | 76 | -12,517 | -19.59% | Q1 2026 | Apr 28, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 50,337 | 1,783 | 0.99% | 0.91% | 77 | +10,622 | 26.75% | Q1 2026 | Apr 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 49,941 | 1,768 | 0.55% | 0.7% | 78 | -9,439 | -15.9% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,010 | 1,664 | 0.0% | 0.0% | 79 | +4,698 | 11.1% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,860 | 1,553 | 0.0% | 0.0% | 80 | +28,126 | 178.76% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 43,267 | 1,532 | 0.02% | 0.07% | 81 | -118,343 | -73.23% | Q1 2026 | Apr 28, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 41,736 | 1,477 | 1.55% | 1.51% | 82 | +1,381 | 3.42% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 40,124 | 1,420 | 0.06% | 0.07% | 83 | -7,251 | -15.31% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 39,709 | 1,406 | 0.02% | 0.0% | 84 | +33,434 | 532.81% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,394 | 1,288 | 0.03% | 0.05% | 85 | -26,291 | -41.94% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 36,069 | 1,277 | 0.14% | 0.14% | 86 | -560 | -1.53% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 35,100 | 1,242 | 0.17% | 0.18% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 34,447 | 1,219 | 11.17% | 5.88% | 88 | -51,848 | -60.08% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 34,285 | 1,214 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 34,251 | 1,212 | 0.01% | — | 90 | +34,251 | New | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 33,460 | 1,184 | 0.81% | — | 91 | +33,460 | New | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 32,788 | 1,161 | 0.02% | 0.02% | 92 | +2,703 | 8.98% | Q1 2026 | May 07, 2026 |
| Addison Capital Co | History | New | 32,388 | 1,146 | 0.2% | — | 93 | +32,388 | New | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Added to | 31,429 | 1,112 | 0.09% | 0.08% | 94 | +4,950 | 18.69% | Q1 2026 | Apr 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 31,204 | 1,104 | 0.72% | — | 96 | +31,204 | New | Q1 2026 | May 07, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 31,185 | 1,104 | 0.26% | 0.23% | 95 | +7,038 | 29.15% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 30,241 | 1,070 | 0.03% | 0.03% | 97 | +6,202 | 25.8% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 29,150 | 1,032 | 0.01% | 0.01% | 98 | -9,047 | -23.69% | Q1 2026 | Apr 30, 2026 |
| Claro Advisors Inc. | History | Reduced | 28,115 | 995 | 0.12% | 0.14% | 99 | -89 | -0.32% | Q1 2026 | Apr 21, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 27,450 | 972 | 0.26% | 0.2% | 100 | +6,037 | 28.19% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 26,660 | 944 | 0.04% | 0.05% | 101 | +13,607 | 104.24% | Q1 2026 | May 15, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 26,579 | 941 | 0.53% | 0.57% | 102 | -893 | -3.25% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 24,445 | 892 | 0.06% | — | 104 | +24,445 | New | Q1 2026 | Apr 29, 2026 |
| Benson Wealth Management INC | History | Added to | 25,216 | 892 | 1.22% | 0.11% | 103 | +22,443 | 809.34% | Q1 2026 | May 12, 2026 |
| Castleview Partners, LLC | History | Reduced | 25,016 | 885 | 0.45% | 0.47% | 105 | -638 | -2.49% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,787 | 877 | 0.0% | — | 106 | +24,787 | New | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | Added to | 23,993 | 849 | 0.12% | 0.07% | 107 | +11,319 | 89.31% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Added to | 23,970 | 848 | 0.02% | 0.02% | 108 | +5,284 | 28.28% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | New | 23,714 | 839 | 0.01% | — | 109 | +23,714 | New | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 22,273 | 788 | 0.01% | 0.01% | 110 | +1 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisor Resource Council | History | Reduced | 22,251 | 787 | 0.25% | 0.91% | 111 | -47,305 | -68.01% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 22,130 | 783 | 0.01% | 0.01% | 112 | -3,268 | -12.87% | Q1 2026 | May 06, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 21,926 | 776 | 0.42% | 0.44% | 113 | +14 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 21,829 | 772 | 0.09% | 0.1% | 114 | -1,627 | -6.94% | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,290 | 753 | 0.04% | 0.05% | 115 | +13 | 0.06% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,654 | 731 | 0.04% | 0.04% | 116 | +202 | 0.99% | Q1 2026 | Apr 23, 2026 |
| Occidental Asset Management, LLC | History | Added to | 19,430 | 688 | 0.08% | 0.04% | 117 | +9,555 | 96.76% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 19,180 | 679 | 0.07% | 0.14% | 118 | -15,209 | -44.23% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,700 | 662 | 0.0% | — | 119 | +18,700 | New | Q1 2026 | May 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 18,113 | 641 | 0.17% | 0.1% | 120 | +7,473 | 70.23% | Q1 2026 | Apr 28, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 17,545 | 621 | 0.4% | 0.44% | 121 | -1,154 | -6.17% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | New | 17,406 | 606 | 0.02% | — | 122 | +17,406 | New | Q1 2026 | May 15, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 16,618 | 588 | 0.28% | 0.28% | 123 | -24 | -0.14% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,700 | 555 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 14,758 | 522 | 0.22% | 0.23% | 125 | +9 | 0.06% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,026 | 496 | 0.02% | 0.02% | 126 | -589 | -4.03% | Q1 2026 | May 19, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 13,898 | 492 | 0.15% | 0.16% | 127 | -648 | -4.45% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,738 | 486 | 0.05% | 0.05% | 128 | +1,460 | 11.89% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,488 | 477 | 0.01% | 0.02% | 129 | -2,010 | -12.97% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,081 | 463 | 0.02% | 0.02% | 130 | +438 | 3.46% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,969 | 459 | 0.01% | 0.01% | 131 | +8 | 0.06% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 12,692 | 449 | 0.03% | 0.03% | 132 | -218 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,542 | 444 | 0.0% | 0.01% | 133 | -16,464 | -56.76% | Q1 2026 | May 11, 2026 |
| Diligent Investors, LLC | History | Reduced | 12,475 | 441 | 0.11% | 0.11% | 134 | -15 | -0.12% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,622 | 438 | 0.01% | 0.02% | 135 | -464 | -3.84% | Q1 2026 | May 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 12,147 | 430 | 0.33% | — | 136 | +12,147 | New | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Reduced | 11,770 | 416 | 0.05% | 0.06% | 137 | -765 | -6.1% | Q1 2026 | Apr 09, 2026 |
| Apollon Financial, LLC | History | New | 11,697 | 414 | 0.06% | — | 138 | +11,697 | New | Q1 2026 | Apr 22, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 11,505 | 407 | 0.28% | 0.26% | 139 | +1,037 | 9.91% | Q1 2026 | May 04, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,659 | 406 | 0.06% | 0.05% | 140 | +2,007 | 20.79% | Q1 2026 | May 07, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 11,329 | 401 | 0.63% | 0.78% | 141 | -491 | -4.15% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 10,742 | 396 | 0.03% | 0.04% | 142 | -610 | -5.37% | Q1 2026 | May 01, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 10,795 | 382 | 0.05% | — | 143 | +10,795 | New | Q1 2026 | Apr 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 10,589 | 374 | 0.2% | 0.54% | 144 | -15,660 | -59.66% | Q1 2026 | May 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 10,547 | 373 | 0.14% | 0.17% | 145 | -100 | -0.94% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,326 | 365 | 0.01% | 0.01% | 146 | +437 | 4.42% | Q1 2026 | May 11, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 10,112 | 358 | 0.16% | 0.25% | 147 | -4,521 | -30.9% | Q1 2026 | Apr 22, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 9,881 | 349 | 0.05% | 0.05% | 148 | +945 | 10.58% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,540 | 337 | 0.01% | 0.0% | 149 | +3,629 | 61.39% | Q1 2026 | Apr 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 9,492 | 336 | 0.03% | — | 150 | +9,492 | New | Q1 2026 | Apr 30, 2026 |
| Old Port Advisors | History | No change | 9,245 | 327 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 8,830 | 325 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 9,015 | 319 | 0.13% | 0.14% | 153 | +6 | 0.07% | Q1 2026 | May 13, 2026 |
| Disciplined Investments, LLC | History | No change | 8,832 | 312 | 0.11% | 0.12% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 8,483 | 300 | 0.02% | 0.02% | 155 | -50 | -0.59% | Q1 2026 | May 05, 2026 |
| Leelyn Smith, LLC | History | Reduced | 8,364 | 296 | 0.04% | 0.05% | 156 | -420 | -4.78% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | New | 8,102 | 286 | 0.0% | — | 157 | +8,102 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,662 | 282 | 0.0% | 0.0% | 158 | +102 | 1.35% | Q1 2026 | May 15, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 7,857 | 281 | 0.05% | 0.08% | 159 | -5,347 | -40.5% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,525 | 266 | 0.02% | 0.02% | 160 | -950 | -11.21% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,205 | 255 | 0.0% | 0.0% | 161 | +441 | 6.52% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,766 | 240 | 0.01% | 0.01% | 162 | -225 | -3.22% | Q1 2026 | May 18, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,401 | 226 | 0.01% | 0.01% | 163 | -3,189 | -33.25% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,290 | 222 | 0.05% | — | 164 | +6,290 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 6,209 | 219 | 0.0% | — | 165 | +6,209 | New | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,167 | 218 | 0.02% | 0.02% | 166 | +500 | 8.82% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,759 | 211 | 0.02% | 0.01% | 167 | +1,640 | 39.82% | Q1 2026 | Apr 30, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,978 | 211 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 5,918 | 209 | 0.03% | 0.04% | 169 | -1,482 | -20.03% | Q1 2026 | Apr 13, 2026 |
| Elevation Wealth Management LLC | History | New | 5,795 | 205 | 0.19% | — | 170 | +5,795 | New | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5,680 | 201 | 0.16% | 0.07% | 171 | +3,210 | 129.96% | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Added to | 5,658 | 200 | 0.0% | 0.0% | 172 | +3,890 | 220.02% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 4,849 | 171 | 0.17% | — | 173 | +4,849 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | New | 4,083 | 145 | 0.01% | — | 174 | +4,083 | New | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 3,878 | 142 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,878 | 137 | 0.0% | — | 176 | +3,878 | New | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,319 | 117 | 0.04% | 0.04% | 177 | -285 | -7.91% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 3,000 | 106 | 0.01% | — | 178 | +3,000 | New | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,937 | 104 | 0.0% | — | 179 | +2,937 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 2,700 | 95 | 0.01% | — | 180 | +2,700 | New | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,445 | 86 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 2,160 | 76 | 0.0% | 0.0% | 182 | +170 | 8.54% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | No change | 2,125 | 75 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,076 | 73 | 0.02% | 0.0% | 184 | +1,694 | 443.46% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,217 | 44 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 1,211 | 42 | 0.0% | — | 186 | +1,211 | New | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | New | 900 | 31 | 0.09% | — | 187 | +900 | New | Q1 2026 | May 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 535 | 18 | 0.01% | — | 188 | +535 | New | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 400 | 14 | 0.0% | — | 189 | +400 | New | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 374 | 13 | 0.0% | 0.0% | 190 | +199 | 113.71% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | New | 194 | 7 | 0.0% | — | 191 | +194 | New | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | New | 128 | 4 | 0.0% | — | 193 | +128 | New | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 73 | 2 | 0.0% | — | 194 | +73 | New | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 48 | 1 | 0.0% | 0.0% | 195 | -221 | -82.16% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | New | 54 | 1 | 0.0% | — | 196 | +54 | New | Q1 2026 | May 04, 2026 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 5.06% | — | -207,484 | -100.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -129,287 | -100.0% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -43,610 | -100.0% | Q1 2026 | May 01, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -37,414 | -100.0% | Q1 2026 | May 04, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -14,378 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,822 | -100.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -8,242 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,800 | -100.0% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,630 | -100.0% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,119 | -100.0% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 05, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -359 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 24, 2026 |