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 | 6,161,003 | 237,691 | 0.02% | 0.02% | 1 | +240,700 | 4.07% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 6,038,926 | 232,981 | 0.05% | 0.04% | 2 | +1,449,756 | 31.59% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,914,894 | 189,616 | 0.04% | 0.01% | 3 | +4,347,835 | 766.73% | Q2 2026 | Sep 23, 2026 |
| Americana Partners, LLC | History | Added to | 3,471,601 | 133,934 | 3.02% | 2.29% | 4 | +986,016 | 39.67% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,404,900 | 92,781 | 1.12% | 1.05% | 5 | +237,342 | 10.95% | Q2 2026 | Aug 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,590,696 | 61,369 | 0.08% | 0.08% | 6 | +31,088 | 1.99% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,102,852 | 42,195 | 0.84% | 1.04% | 7 | -173,304 | -13.58% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 927,070 | 35,766 | 0.08% | 0.07% | 8 | +120,895 | 15.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 702,661 | 27,110 | 0.03% | 0.02% | 9 | +220,476 | 45.72% | Q2 2026 | Aug 14, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 682,497 | 26,346 | 18.96% | 19.32% | 10 | +44,591 | 6.99% | Q2 2026 | Jul 21, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 644,710 | 24,872 | 5.92% | 0.17% | 11 | +626,597 | 3459.38% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Added to | 639,865 | 24,686 | 0.02% | 0.01% | 12 | +256,986 | 67.12% | Q2 2026 | Aug 12, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 631,184 | 24,365 | 8.44% | 6.9% | 13 | +141,747 | 28.96% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | Added to | 630,487 | 24,324 | 0.24% | 0.16% | 14 | +226,767 | 56.17% | Q2 2026 | Jul 15, 2026 |
| VanWeelden Wealth Management, LLC | History | Added to | 564,622 | 21,783 | 16.19% | 4.59% | 15 | +402,208 | 247.64% | Q2 2026 | Aug 12, 2026 |
| Delta Investment Management, LLC | History | Reduced | 554,025 | 21,374 | 3.52% | 3.54% | 16 | -4,285 | -0.77% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 518,730 | 20,012 | 0.01% | 0.0% | 17 | +86,369 | 19.98% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 432,556 | 16,687 | 1.33% | 1.19% | 18 | +59,819 | 16.05% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 384,276 | 14,847 | 0.08% | — | 19 | +384,276 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 379,876 | 14,655 | 0.01% | 0.01% | 20 | +16,033 | 4.41% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 354,662 | 13,682 | 0.16% | — | 21 | +354,662 | New | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 311,487 | 12,017 | 0.02% | 0.02% | 22 | +42,837 | 15.95% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 304,474 | 11,746 | 2.06% | 2.16% | 23 | -9,193 | -2.93% | Q2 2026 | Jul 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 280,125 | 10,807 | 0.05% | 0.04% | 24 | +62,095 | 28.48% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 278,719 | 10,752 | 0.05% | 0.05% | 25 | +31,475 | 12.73% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 263,568 | 10,168 | 0.02% | 0.02% | 26 | +15,027 | 6.05% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 258,979 | 9,991 | 0.05% | — | 27 | +258,979 | New | Q2 2026 | Sep 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 255,636 | 9,868 | 0.18% | — | 28 | +255,636 | New | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 255,376 | 9,852 | 0.09% | — | 29 | +255,376 | New | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 254,078 | 9,802 | 0.1% | 0.08% | 30 | +44,457 | 21.21% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 247,451 | 9,546 | 4.45% | 4.24% | 31 | +3,426 | 1.4% | Q2 2026 | Jul 15, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 244,326 | 9,431 | 2.19% | 2.46% | 32 | -11,420 | -4.47% | Q2 2026 | Aug 07, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 244,389 | 9,428 | 0.29% | 0.31% | 33 | +8,970 | 3.81% | Q2 2026 | Aug 07, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 241,758 | 9,327 | 7.14% | 7.0% | 34 | +13,641 | 5.98% | Q2 2026 | Aug 03, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 239,310 | 9,232 | 6.28% | 6.64% | 35 | -3,669 | -1.51% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 221,852 | 8,559 | 0.03% | 0.02% | 36 | +85,739 | 62.99% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 218,621 | 8,434 | 4.96% | 5.82% | 37 | -6,275 | -2.79% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 216,783 | 8,368 | 0.2% | 0.2% | 38 | +7,587 | 3.63% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 208,597 | 8,047 | 0.53% | 0.57% | 39 | +6,584 | 3.26% | Q2 2026 | Aug 14, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 203,220 | 7,840 | 5.19% | 5.54% | 40 | -2,854 | -1.38% | Q2 2026 | Aug 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 202,875 | 7,826 | 0.0% | — | 41 | +202,875 | New | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 197,140 | 7,605 | 0.12% | — | 42 | +197,140 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 196,503 | 7,581 | 0.06% | 0.08% | 43 | -35,784 | -15.41% | Q2 2026 | Jul 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 187,861 | 7,247 | 1.01% | 1.07% | 44 | -2,455 | -1.29% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Added to | 186,151 | 7,181 | 1.3% | 1.31% | 45 | +4,774 | 2.63% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 185,103 | 7,141 | 0.01% | 0.01% | 46 | +12,761 | 7.4% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 187,696 | 6,646 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 168,868 | 6,514 | 0.12% | 0.07% | 48 | +83,505 | 97.82% | Q2 2026 | Jul 15, 2026 |
| Tradition Wealth Management, LLC | History | New | 165,630 | 6,390 | 0.39% | — | 49 | +165,630 | New | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 163,500 | 6,307 | 0.25% | 0.25% | 50 | +3,374 | 2.11% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 155,009 | 5,980 | 0.05% | 0.04% | 51 | +50,466 | 48.27% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 149,841 | 5,780 | 0.07% | 0.15% | 52 | -162,392 | -52.01% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 149,575 | 5,770 | 0.12% | 0.07% | 53 | +58,524 | 64.28% | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 147,818 | 5,702 | 2.38% | 3.03% | 54 | +87,688 | 145.83% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 146,701 | 5,659 | 0.04% | 0.01% | 55 | +112,450 | 328.31% | Q2 2026 | Sep 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 144,682 | 5,581 | 0.02% | 0.03% | 56 | -42,071 | -22.53% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | Added to | 141,641 | 5,464 | 0.94% | 1.22% | 57 | +2,608 | 1.88% | Q2 2026 | Aug 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 138,981 | 5,361 | 3.68% | 0.33% | 58 | +126,834 | 1044.16% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 131,973 | 5,091 | 0.03% | 0.03% | 59 | -11,448 | -7.98% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 128,659 | 4,964 | 0.01% | 0.01% | 60 | -1,875 | -1.44% | Q2 2026 | Aug 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 124,774 | 4,878 | 1.59% | 1.63% | 61 | +3,662 | 3.02% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 125,326 | 4,851 | 2.27% | 2.1% | 62 | +9,299 | 8.01% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 124,761 | 4,848 | 0.01% | 0.01% | 63 | +8,014 | 6.86% | Q2 2026 | Jul 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 114,063 | 4,400 | 0.4% | 0.41% | 64 | -2,986 | -2.55% | Q2 2026 | Jul 16, 2026 |
| GWN SECURITIES INC. | History | Added to | 105,626 | 4,075 | 0.68% | 0.62% | 65 | +14,727 | 16.2% | Q2 2026 | Aug 05, 2026 |
| Intrua Financial, LLC | History | Added to | 105,350 | 4,064 | 0.37% | 0.38% | 66 | +1,576 | 1.52% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 103,198 | 3,981 | 0.2% | 0.18% | 67 | +28,297 | 37.78% | Q2 2026 | Aug 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 99,244 | 3,828 | 2.11% | 2.19% | 68 | +2,266 | 2.34% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 97,124 | 3,747 | 0.05% | 0.05% | 69 | +9,938 | 11.4% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 92,180 | 3,556 | 0.07% | 0.06% | 70 | +52,056 | 129.74% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | Reduced | 90,110 | 3,476 | 0.17% | 0.21% | 71 | -20,564 | -18.58% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 89,999 | 3,472 | 0.04% | 0.04% | 72 | +9,727 | 12.12% | Q2 2026 | Aug 14, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 87,145 | 3,362 | 3.38% | 3.29% | 73 | -81,546 | -48.34% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 86,184 | 3,324 | 0.65% | 0.63% | 74 | +6,950 | 8.77% | Q2 2026 | Aug 05, 2026 |
| WorthPointe, LLC | History | Reduced | 81,128 | 3,129 | 0.79% | 0.78% | 75 | -492 | -0.6% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 71,064 | 2,741 | 0.06% | 0.03% | 76 | +36,779 | 107.27% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | New | 69,900 | 2,698 | 0.03% | — | 77 | +69,900 | New | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 65,833 | 2,539 | 0.0% | 0.0% | 78 | +47,133 | 252.05% | Q2 2026 | Aug 14, 2026 |
| Selby Wealth Management, LLC | History | Added to | 65,291 | 2,518 | 0.89% | 0.87% | 79 | +2,790 | 4.46% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,025 | 2,392 | 0.02% | 0.02% | 80 | +5,029 | 8.82% | Q2 2026 | Jul 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 58,608 | 2,261 | 0.36% | 0.39% | 81 | -1,026 | -1.72% | Q2 2026 | Jul 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 55,492 | 2,140 | 0.07% | 0.08% | 82 | -7,377 | -11.73% | Q2 2026 | Aug 05, 2026 |
| Balance Wealth Partners LLC | History | Added to | 53,395 | 2,059 | 0.55% | 0.55% | 83 | +3,454 | 6.92% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 52,260 | 2,016 | 0.08% | 0.08% | 84 | +889 | 1.73% | Q2 2026 | Jul 22, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 51,128 | 1,972 | 0.92% | 1.0% | 85 | -1,244 | -2.38% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,482 | 1,909 | 0.01% | 0.0% | 86 | +41,820 | 545.81% | Q2 2026 | Aug 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 48,166 | 1,858 | 0.02% | 0.03% | 87 | -4,679 | -8.85% | Q2 2026 | Jul 23, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 47,398 | 1,829 | 0.84% | 0.99% | 88 | -2,939 | -5.84% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,370 | 1,827 | 0.0% | 0.0% | 89 | +360 | 0.77% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,348 | 1,749 | 0.0% | 0.0% | 90 | +1,488 | 3.39% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 45,289 | 1,747 | 0.02% | 0.02% | 91 | +2,022 | 4.67% | Q2 2026 | Jul 29, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 41,205 | 1,589 | 1.47% | 1.55% | 92 | -531 | -1.27% | Q2 2026 | Jul 23, 2026 |
| CGN Advisors LLC | History | Added to | 37,791 | 1,457 | 0.11% | 0.09% | 93 | +6,362 | 20.24% | Q2 2026 | Jul 06, 2026 |
| Benson Wealth Management INC | History | Added to | 37,651 | 1,452 | 1.46% | 1.22% | 94 | +12,435 | 49.31% | Q2 2026 | Aug 10, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 36,456 | 1,406 | 0.28% | 0.26% | 95 | +5,271 | 16.9% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 36,385 | 1,403 | 0.18% | 0.17% | 96 | +1,285 | 3.66% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 35,469 | 1,368 | 0.02% | 0.02% | 97 | +2,681 | 8.18% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Added to | 32,867 | 1,268 | 0.01% | 0.03% | 98 | +2,626 | 8.68% | Q2 2026 | Aug 10, 2026 |
| Addison Capital Co | History | Added to | 32,787 | 1,264 | 0.21% | 0.2% | 99 | +399 | 1.23% | Q2 2026 | Aug 04, 2026 |
| Nest Investments, LLC | History | Added to | 31,647 | 1,220 | 0.93% | 0.89% | 100 | +732 | 2.37% | Q2 2026 | Aug 14, 2026 |
| Amicus Financial Advisors, LLC | History | New | 29,494 | 1,137 | 0.28% | — | 101 | +29,494 | New | Q2 2026 | Jul 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 27,985 | 1,079 | 0.64% | 0.72% | 102 | -3,219 | -10.32% | Q2 2026 | Jul 21, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 27,340 | 1,054 | 0.26% | 0.26% | 103 | -110 | -0.4% | Q2 2026 | Jul 21, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 27,137 | 1,046 | 0.54% | 0.53% | 104 | +558 | 2.1% | Q2 2026 | Jul 16, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 25,814 | 996 | 0.07% | 0.06% | 105 | +1,369 | 5.6% | Q2 2026 | Jul 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 25,426 | 980 | 0.0% | 0.01% | 106 | -3,724 | -12.78% | Q2 2026 | Jul 17, 2026 |
| Keebeck Wealth Management | History | New | 25,246 | 974 | 0.1% | — | 107 | +25,246 | New | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 25,151 | 970 | 0.1% | 0.12% | 108 | -2,964 | -10.54% | Q2 2026 | Jul 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 25,140 | 969 | 0.11% | 0.05% | 109 | +14,345 | 132.89% | Q2 2026 | Jul 22, 2026 |
| Castleview Partners, LLC | History | Added to | 25,051 | 966 | 0.42% | 0.45% | 110 | +35 | 0.14% | Q2 2026 | Jul 20, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 24,599 | 949 | 0.26% | 0.15% | 111 | +10,701 | 77.0% | Q2 2026 | Aug 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 24,031 | 927 | 0.12% | 0.06% | 112 | +12,372 | 106.12% | Q2 2026 | Aug 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 24,014 | 926 | 0.4% | — | 113 | +24,014 | New | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 23,992 | 926 | 0.41% | — | 114 | +23,992 | New | Q2 2026 | Aug 05, 2026 |
| Well Done, LLC | History | Reduced | 23,889 | 921 | 0.12% | 0.12% | 115 | -104 | -0.43% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | Reduced | 22,824 | 880 | 0.02% | 0.02% | 116 | -1,146 | -4.78% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,130 | 853 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 22,061 | 851 | 0.01% | 0.01% | 118 | -1,653 | -6.97% | Q2 2026 | Aug 10, 2026 |
| Occidental Asset Management, LLC | History | Added to | 21,994 | 848 | 0.08% | 0.08% | 119 | +2,564 | 13.2% | Q2 2026 | Aug 07, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 21,944 | 846 | 0.4% | 0.42% | 120 | +18 | 0.08% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 21,907 | 845 | 0.04% | 0.04% | 121 | +1,253 | 6.07% | Q2 2026 | Jul 22, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 21,461 | 827 | 0.08% | 0.09% | 122 | -368 | -1.69% | Q2 2026 | Jul 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,308 | 822 | 0.04% | 0.04% | 123 | +18 | 0.08% | Q2 2026 | Jul 31, 2026 |
| Advisor Resource Council | History | Reduced | 21,036 | 811 | 0.23% | 0.25% | 124 | -1,215 | -5.46% | Q2 2026 | Jul 28, 2026 |
| Coppell Advisory Solutions LLC | History | New | 457 | 804 | 0.07% | — | 125 | +457 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 22,273 | 789 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | New | 20,145 | 777 | 0.01% | — | 127 | +20,145 | New | Q2 2026 | Jul 31, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 19,133 | 738 | 0.56% | 0.2% | 128 | +13,057 | 214.89% | Q2 2026 | Jul 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 18,328 | 707 | 0.3% | 0.28% | 129 | +1,710 | 10.29% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Reduced | 18,325 | 706 | 0.0% | 0.0% | 130 | -54,620 | -74.88% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,608 | 679 | 0.02% | 0.02% | 131 | +4,527 | 34.61% | Q2 2026 | Jul 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 17,406 | 668 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | New | 17,024 | 656 | 0.0% | — | 133 | +17,024 | New | Q2 2026 | Aug 06, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 16,968 | 654 | 0.36% | 0.4% | 134 | -577 | -3.29% | Q2 2026 | Aug 07, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 16,001 | 617 | 0.21% | — | 135 | +16,001 | New | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,700 | 605 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 15,151 | 584 | 0.05% | 0.03% | 137 | +5,659 | 59.62% | Q2 2026 | Jul 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,910 | 575 | 0.05% | 0.07% | 138 | -4,270 | -22.26% | Q2 2026 | Jul 16, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 14,784 | 570 | 0.21% | 0.22% | 139 | +26 | 0.18% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 14,229 | 548 | 0.01% | 0.01% | 140 | +1,260 | 9.72% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,029 | 541 | 0.02% | 0.02% | 141 | +3 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Strategies CORP | History | New | 13,987 | 539 | 0.27% | — | 142 | +13,987 | New | Q2 2026 | Jul 08, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 13,904 | 536 | 0.19% | — | 144 | +13,904 | New | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,906 | 536 | 0.05% | 0.05% | 143 | +168 | 1.22% | Q2 2026 | Jul 22, 2026 |
| William Mack & Associates, Inc. | History | New | 13,082 | 504 | 0.18% | — | 145 | +13,082 | New | Q2 2026 | Jul 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 12,853 | 493 | 0.03% | — | 146 | +12,853 | New | Q2 2026 | Jul 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,703 | 490 | 0.02% | 0.03% | 147 | +11 | 0.09% | Q2 2026 | Jul 28, 2026 |
| Diligent Investors, LLC | History | Reduced | 12,440 | 479 | 0.11% | 0.11% | 148 | -35 | -0.28% | Q2 2026 | Jul 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 12,254 | 472 | 0.01% | 0.01% | 149 | +632 | 5.44% | Q2 2026 | Aug 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 12,165 | 469 | 0.27% | 0.28% | 150 | +660 | 5.74% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,879 | 458 | 0.01% | 0.01% | 151 | +1,553 | 15.04% | Q2 2026 | Aug 03, 2026 |
| CRA Financial Services, LLC | History | No change | 11,770 | 454 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Financial, LLC | History | No change | 11,697 | 451 | 0.05% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 11,102 | 428 | 0.03% | 0.04% | 154 | -15,558 | -58.36% | Q2 2026 | Aug 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 10,879 | 419 | 0.35% | — | 155 | +10,879 | New | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,718 | 413 | 0.01% | 0.01% | 156 | -2,770 | -20.54% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 10,516 | 406 | 0.01% | — | 158 | +10,516 | New | Q2 2026 | Aug 10, 2026 |
| Worth Asset Management, LLC | History | No change | 10,547 | 406 | 0.13% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 10,320 | 398 | 0.18% | 0.2% | 159 | -269 | -2.54% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,210 | 393 | 0.03% | 0.02% | 160 | +4,451 | 77.29% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 9,881 | 381 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,678 | 369 | 0.03% | 0.03% | 162 | -1,064 | -9.91% | Q2 2026 | Jul 29, 2026 |
| XY Planning Network, Inc. | History | New | 9,343 | 360 | 0.05% | — | 163 | +9,343 | New | Q2 2026 | Jul 14, 2026 |
| Old Port Advisors | History | No change | 9,245 | 356 | 0.07% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Encompass More Asset Management | History | New | 9,079 | 350 | 0.05% | — | 165 | +9,079 | New | Q2 2026 | Jul 14, 2026 |
| Disciplined Investments, LLC | History | No change | 8,832 | 340 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leelyn Smith, LLC | History | No change | 8,364 | 322 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,316 | 320 | 0.01% | 0.01% | 168 | -1,224 | -12.83% | Q2 2026 | Jul 09, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 8,283 | 319 | 0.02% | 0.02% | 169 | -200 | -2.36% | Q2 2026 | Aug 12, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 8,203 | 316 | 0.38% | 0.63% | 170 | -3,126 | -27.59% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | Added to | 8,104 | 312 | 0.0% | 0.0% | 171 | +2 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | New | 7,789 | 300 | 0.0% | — | 172 | +7,789 | New | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,510 | 289 | 0.0% | — | 173 | +7,510 | New | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 7,485 | 288 | 0.04% | — | 174 | +7,485 | New | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,442 | 287 | 0.0% | 0.0% | 175 | +237 | 3.29% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | New | 7,124 | 274 | 0.0% | — | 177 | +7,124 | New | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | New | 7,115 | 274 | 0.01% | — | 176 | +7,115 | New | Q2 2026 | Jul 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 7,095 | 273 | 0.19% | 0.16% | 178 | +1,415 | 24.91% | Q2 2026 | Jul 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7,525 | 266 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Designs Corp | History | New | 6,814 | 262 | 0.14% | — | 180 | +6,814 | New | Q2 2026 | Jul 10, 2026 |
| Forza Wealth Management, LLC | History | New | 6,698 | 258 | 0.08% | — | 181 | +6,698 | New | Q2 2026 | Jul 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,569 | 253 | 0.01% | 0.01% | 182 | -197 | -2.91% | Q2 2026 | Aug 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 6,469 | 251 | 0.09% | 0.13% | 183 | -2,546 | -28.24% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Management, Inc. | History | New | 6,345 | 244 | 0.07% | — | 184 | +6,345 | New | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | New | 6,243 | 240 | 0.0% | — | 185 | +6,243 | New | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 6,225 | 240 | 0.01% | — | 186 | +6,225 | New | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | No change | 6,167 | 237 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,918 | 228 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,903 | 227 | 0.0% | 0.0% | 189 | -306 | -4.93% | Q2 2026 | Aug 14, 2026 |
| Elevation Wealth Management LLC | History | No change | 5,795 | 223 | 0.17% | 0.19% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 5,684 | 219 | 0.01% | 0.01% | 191 | -294 | -4.92% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | New | 5,553 | 214 | 0.0% | — | 192 | +5,553 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 5,308 | 204 | 0.09% | — | 193 | +5,308 | New | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 5,274 | 203 | 0.0% | — | 194 | +5,274 | New | Q2 2026 | Aug 17, 2026 |
| Macro Advisors, Inc. | History | New | 5,265 | 203 | 0.06% | — | 195 | +5,265 | New | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5,239 | 202 | 0.02% | — | 196 | +5,239 | New | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,849 | 187 | 0.19% | 0.17% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 4,720 | 182 | 0.07% | — | 198 | +4,720 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,622 | 178 | 0.0% | 0.0% | 199 | +744 | 19.19% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,469 | 172 | 0.0% | 0.0% | 200 | -8,073 | -64.37% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | New | 3,527 | 135 | 0.13% | — | 201 | +3,527 | New | Q2 2026 | Aug 11, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,086 | 119 | 0.08% | 0.97% | 202 | -49,881 | -94.17% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,035 | 118 | 0.03% | 0.04% | 203 | -284 | -8.56% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,000 | 115 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,700 | 104 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,445 | 94 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIMA LLC | History | New | 2,423 | 93 | 0.09% | — | 207 | +2,423 | New | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 2,212 | 85 | 0.0% | 0.0% | 208 | +52 | 2.41% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,815 | 70 | 0.0% | 0.0% | 209 | +1,742 | 2386.3% | Q2 2026 | Jul 29, 2026 |
| Luminist Capital LLC | History | New | 1,384 | 51 | 0.06% | — | 210 | +1,384 | New | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,049 | 40 | 0.0% | — | 211 | +1,049 | New | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 900 | 34 | 0.0% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 800 | 30 | 0.0% | 0.0% | 213 | -1,325 | -62.35% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 708 | 27 | 0.0% | 0.0% | 214 | -4,950 | -87.49% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 550 | 21 | 0.01% | 0.0% | 215 | +356 | 183.51% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | Reduced | 450 | 17 | 0.0% | 0.02% | 216 | -1,626 | -78.32% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 374 | 14 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | New | 301 | 11 | 0.0% | — | 219 | +301 | New | Q2 2026 | Jul 23, 2026 |
| EFG International AG | History | New | 301 | 11 | 0.0% | — | 221 | +301 | New | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | New | 294 | 11 | 0.0% | — | 218 | +294 | New | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | New | 290 | 11 | 0.0% | — | 220 | +290 | New | Q2 2026 | Aug 07, 2026 |
| COUNTRY TRUST BANK | History | New | 280 | 10 | 0.0% | — | 222 | +280 | New | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | New | 200 | 7 | 0.0% | — | 223 | +200 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 97 | 3 | 0.0% | — | 225 | +97 | New | Q2 2026 | Jul 22, 2026 |
| Archer Investment Corp | History | No change | 54 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | New | 39 | 1 | 0.0% | — | 227 | +39 | New | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | New | 26 | 1 | 0.0% | — | 228 | +26 | New | Q2 2026 | Jul 15, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -95,048 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -77,917 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.94% | — | -57,575 | -100.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,507 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -39,709 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,394 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -36,069 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 11.17% | — | -34,447 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.81% | — | -33,460 | -100.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,787 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Financial Futures Ltd Liability Co. | History | Closed out | 0 | 0 | — | 0.16% | — | -10,112 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SMI Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,857 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,401 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,290 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,083 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,937 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,211 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -535 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q2 2026 | Jul 29, 2026 |