Innovator ETFs Trust - UJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Reduced | 1,312,460 | 59,496 | 0.6% | 0.74% | 1 | -207,289 | -13.64% | Q2 2026 | Jul 15, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 629,495 | 28,536 | 3.34% | 4.77% | 2 | -215,517 | -25.5% | Q2 2026 | Sep 11, 2026 |
| Sonoma Allocations LLC | History | Reduced | 387,022 | 17,574 | 5.46% | 6.05% | 3 | -23,068 | -5.63% | Q2 2026 | Jul 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 189,692 | 8,599 | 0.01% | 0.01% | 4 | +398 | 0.21% | Q2 2026 | Jul 29, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 178,393 | 8,086 | 5.73% | 5.12% | 5 | +27,930 | 18.56% | Q2 2026 | Aug 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 149,999 | 6,799 | 0.34% | 0.34% | 6 | +7,809 | 5.49% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 122,785 | 5,565 | 0.01% | 0.01% | 7 | +2,743 | 2.29% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 109,528 | 4,965 | 0.25% | 0.27% | 8 | -239 | -0.22% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 114,197 | 4,854 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 88,958 | 4,032 | 0.0% | 0.01% | 10 | -207 | -0.23% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 83,364 | 3,779 | 0.0% | 0.0% | 11 | -5,685 | -6.38% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 79,931 | 3,623 | 0.03% | 0.03% | 12 | +130 | 0.16% | Q2 2026 | Aug 06, 2026 |
| Berkshire Money Management, Inc. | History | No change | 79,793 | 3,617 | 0.33% | 0.35% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | Reduced | 76,520 | 3,468 | 0.1% | 0.11% | 14 | -542 | -0.7% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 74,182 | 3,362 | 0.0% | 0.0% | 15 | -128,379 | -63.38% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 68,612 | 3,110 | 0.0% | 0.0% | 16 | +3,939 | 6.09% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,237 | 2,685 | 0.02% | 0.02% | 17 | +5,362 | 9.95% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 55,754 | 2,527 | 0.0% | 0.0% | 18 | -1,893 | -3.28% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,345 | 2,508 | 0.0% | 0.0% | 19 | +6,202 | 12.62% | Q2 2026 | Aug 14, 2026 |
| Lantz Financial LLC | History | Reduced | 54,822 | 2,485 | 0.46% | 0.49% | 20 | -395 | -0.72% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 52,128 | 2,363 | 0.02% | 0.03% | 21 | +2,002 | 3.99% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 50,186 | 2,275 | 1.27% | 1.34% | 22 | +581 | 1.17% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 48,767 | 2,210 | 0.0% | 0.0% | 23 | +12,928 | 36.07% | Q2 2026 | Aug 07, 2026 |
| Advus Financial Partners, LLC | History | Reduced | 47,429 | 2,150 | 0.49% | 0.52% | 24 | -1,787 | -3.63% | Q2 2026 | Aug 25, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 46,071 | 2,088 | 0.54% | 0.56% | 25 | -2,196 | -4.55% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | Reduced | 43,186 | 1,957 | 0.01% | 0.01% | 26 | -5,145 | -10.65% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,454 | 1,925 | 0.0% | 0.0% | 27 | -871 | -2.01% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | New | 42,092 | 1,908 | 0.12% | — | 28 | +42,092 | New | Q2 2026 | Jul 08, 2026 |
| Trek Financial, LLC | History | No change | 39,437 | 1,787 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 36,392 | 1,649 | 0.01% | 0.01% | 30 | -20,698 | -36.26% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 34,975 | 1,601 | 0.09% | 0.07% | 31 | +13,455 | 62.52% | Q2 2026 | Aug 10, 2026 |
| JT Stratford LLC | History | Reduced | 28,174 | 1,277 | 0.14% | 0.16% | 32 | -1,130 | -3.86% | Q2 2026 | Aug 14, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 27,553 | 1,249 | 0.52% | 0.55% | 33 | -350 | -1.25% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,331 | 1,245 | 0.0% | 0.0% | 34 | -110 | -0.4% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | Added to | 27,363 | 1,240 | 0.06% | 0.06% | 35 | +364 | 1.35% | Q2 2026 | Jul 16, 2026 |
| BXM Wealth LLC | History | Reduced | 27,325 | 1,238 | 0.67% | 1.81% | 36 | -27,870 | -50.49% | Q2 2026 | Jul 24, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 26,406 | 1,197 | 0.14% | 0.16% | 37 | -3,617 | -12.05% | Q2 2026 | Jul 22, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 25,178 | 1,147 | 0.11% | 0.13% | 38 | +299 | 1.2% | Q2 2026 | Jul 14, 2026 |
| Hiley Hunt Wealth Management | History | No change | 24,384 | 1,105 | 0.44% | 0.46% | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,458 | 1,063 | 0.0% | 0.0% | 40 | +3,388 | 16.88% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 22,864 | 1,036 | 0.04% | 0.04% | 41 | +4 | 0.02% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 21,230 | 962 | 0.07% | 0.08% | 42 | -3,195 | -13.08% | Q2 2026 | Jul 15, 2026 |
| Compass Advisory Group LLC | History | Reduced | 19,748 | 895 | 0.21% | 0.23% | 43 | -490 | -2.42% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | Added to | 19,649 | 890 | 0.01% | 0.01% | 44 | +7,173 | 57.49% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 18,984 | 860 | 0.2% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Reduced | 18,530 | 840 | 0.0% | 0.0% | 46 | -42 | -0.23% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | New | 18,528 | 839 | 0.02% | — | 47 | +18,528 | New | Q2 2026 | Jul 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 17,043 | 772 | 0.01% | 0.01% | 48 | +8,059 | 89.7% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | Reduced | 16,237 | 736 | 0.14% | 0.18% | 49 | -3,922 | -19.46% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 15,848 | 718 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 15,113 | 685 | 0.23% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diligent Investors, LLC | History | No change | 13,890 | 629 | 0.14% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Southland Equity Partners LLC | History | Reduced | 13,821 | 626 | 0.11% | 0.13% | 53 | -1,622 | -10.5% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,739 | 622 | 0.01% | 0.01% | 54 | +1,006 | 7.9% | Q2 2026 | Aug 10, 2026 |
| ATX Financial Planning, LLC | History | No change | 12,905 | 585 | 0.39% | 0.42% | 55 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,220 | 553 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,048 | 546 | 0.03% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 12,034 | 545 | 0.0% | — | 58 | +12,034 | New | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,950 | 541 | 0.02% | 0.04% | 59 | -13,150 | -52.39% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,720 | 531 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Added to | 10,796 | 489 | 0.0% | 0.01% | 61 | +66 | 0.62% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,538 | 477 | 0.01% | 0.01% | 62 | -620 | -5.56% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,418 | 470 | 0.0% | 0.0% | 63 | +10,289 | 7975.97% | Q2 2026 | Aug 12, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 9,879 | 447 | 0.21% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 9,823 | 445 | 0.0% | 0.0% | 65 | +62 | 0.64% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,680 | 438 | 0.0% | 0.01% | 66 | -512 | -5.02% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,644 | 437 | 0.0% | 0.0% | 67 | -218 | -2.21% | Q2 2026 | Jul 24, 2026 |
| Encompass More Asset Management | History | Added to | 9,417 | 426 | 0.06% | 0.05% | 68 | +1,794 | 23.53% | Q2 2026 | Jul 14, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 9,100 | 412 | 0.31% | 0.48% | 69 | -2,500 | -21.55% | Q2 2026 | Aug 07, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 8,925 | 404 | 0.04% | 0.05% | 70 | -547 | -5.77% | Q2 2026 | Jul 29, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 8,909 | 403 | 0.14% | 0.16% | 71 | -64 | -0.71% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,858 | 401 | 0.0% | 0.0% | 72 | +836 | 10.42% | Q2 2026 | Jul 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,761 | 397 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | Reduced | 8,718 | 395 | 0.03% | 0.04% | 74 | -981 | -10.11% | Q2 2026 | Aug 06, 2026 |
| XML Financial, LLC | History | No change | 8,339 | 378 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chris Bulman Inc | History | Reduced | 8,081 | 366 | 0.13% | 0.16% | 76 | -533 | -6.19% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 7,933 | 359 | 0.0% | — | 77 | +7,933 | New | Q2 2026 | Aug 04, 2026 |
| Occidental Asset Management, LLC | History | No change | 7,439 | 337 | 0.03% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,977 | 316 | 0.01% | 0.06% | 79 | -16,489 | -70.27% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 6,674 | 302 | 0.0% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | New | 6,403 | 290 | 0.01% | — | 81 | +6,403 | New | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,155 | 279 | 0.01% | 0.01% | 82 | -449 | -6.8% | Q2 2026 | Aug 03, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,086 | 275 | 0.0% | — | 83 | +6,086 | New | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | History | New | 6,086 | 275 | 0.03% | — | 84 | +6,086 | New | Q2 2026 | Aug 12, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 5,687 | 257 | 0.09% | 0.1% | 85 | -70 | -1.22% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,518 | 250 | 0.0% | — | 86 | +5,518 | New | Q2 2026 | Sep 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 5,336 | 241 | 0.1% | — | 87 | +5,336 | New | Q2 2026 | Aug 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,312 | 240 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | New | 5,280 | 239 | 0.19% | — | 89 | +5,280 | New | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,216 | 236 | 0.07% | 0.08% | 90 | -140 | -2.61% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 5,160 | 233 | 0.0% | 0.0% | 91 | -640 | -11.03% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,008 | 227 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 5,000 | 226 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Visionary Wealth Advisors | History | No change | 4,970 | 225 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FC Advisory LLC | History | No change | 4,734 | 214 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 4,729 | 214 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewCorp Financial Services, Inc. | History | New | 4,547 | 206 | 0.16% | — | 99 | +4,547 | New | Q2 2026 | Aug 03, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 4,566 | 206 | 0.12% | 0.12% | 98 | -42 | -0.91% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,565 | 206 | 0.0% | 0.0% | 97 | -2 | -0.04% | Q2 2026 | Aug 03, 2026 |
| Peak Wealth Management LLC | History | New | 4,510 | 204 | 0.14% | — | 100 | +4,510 | New | Q2 2026 | Jul 14, 2026 |
| Orion Capital Management LLC | History | No change | 3,983 | 180 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,808 | 172 | 0.01% | 0.0% | 102 | +901 | 30.99% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,994 | 135 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,886 | 130 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Added to | 2,782 | 126 | 0.0% | 0.0% | 105 | +411 | 17.33% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 2,156 | 97 | 0.0% | — | 106 | +2,156 | New | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,834 | 83 | 0.08% | 0.11% | 107 | -721 | -28.22% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,809 | 82 | 0.0% | 0.0% | 108 | -272 | -13.07% | Q2 2026 | Jul 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,769 | 80 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,632 | 73 | 0.0% | 0.0% | 110 | +1,262 | 341.08% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,122 | 50 | 0.0% | 0.0% | 112 | -335 | -22.99% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,095 | 50 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | New | 1,100 | 49 | 0.02% | — | 113 | +1,100 | New | Q2 2026 | Sep 11, 2026 |
| Highland Investment Advisors LLC | History | New | 850 | 38 | 0.02% | — | 114 | +850 | New | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 600 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 500 | 22 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 263 | 11 | 0.0% | 0.0% | 118 | -366 | -58.19% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 180 | 8 | 0.0% | — | 119 | +180 | New | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 166 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 145 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 112 | 5 | 0.0% | — | 122 | +112 | New | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 46 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Truvestments Capital LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VanWeelden Wealth Management, LLC | History | Closed out | 0 | 0 | — | 4.58% | — | -135,247 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,211 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.03% | — | -1,602 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,076 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 14, 2026 |