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Innovator U.S. Equity Ultra (UJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
FAI Advisors, Inc.
INCREASED
Shares205,511 from 194,708
Change+10,803 (+6%)
Value$9.5M (+$709.2K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares167,645 from 189,692
Change-22,047 (-12%)
Value$7.8M (-$820.4K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares161,734 from 149,999
Change+11,735 (+8%)
Value$7.5M (+$704.7K)
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares108,814 from 109,528
Change-714 (-1%)
Value$5.0M (+$83.8K)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares100,343 from 1,312,460
Change-1,212,117 (-92%)
Value$4.7M (-$54.8M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares85,838 from 88,958
Change-3,120 (-4%)
Value$4.0M (-$49.8K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares73,381 from 8,858
Change+64,523 (+728%)
Value$3.4M (+$3.0M)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares68,133 from 76,520
Change-8,387 (-11%)
Value$3.2M (-$307.3K)
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares54,448 from 50,186
Change+4,262 (+8%)
Value$2.5M (+$251.3K)
Filed 2026-10-27
Lantz Financial LLC
DECREASED
Shares54,448 from 54,822
Change-374 (-1%)
Value$2.5M (+$41.2K)
Filed 2026-10-15
Advus Financial Partners, LLC
DECREASED
Shares46,453 from 47,429
Change-976 (-2%)
Value$2.2M (+$5.4K)
Filed 2026-10-20
Central Valley Advisors, LLC
DECREASED
Shares46,000 from 46,071
Change-71 (0%)
Value$2.1M (+$45.9K)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares45,177 from 34,975
Change+10,202 (+29%)
Value$2.1M (+$494.7K)
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares43,331 from 42,092
Change+1,239 (+3%)
Value$2.0M (+$102.4K)
Filed 2026-10-08
Todd Wealth Management, LLC
DECREASED
Shares41,564 from 41,764
Change-200 (0%)
Value$1.9M (+$35.3K)
Filed 2026-10-19
Trek Financial, LLC
UNCHANGED
Shares39,437 from 39,437
Change0 (0%)
Value$1.8M (+$42.1K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares38,105 from 42,454
Change-4,349 (-10%)
Value$1.8M (-$157.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares30,212 from 36,392
Change-6,180 (-17%)
Value$1.4M (-$247.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,683 from 27,331
Change+352 (+1%)
Value$1.3M (+$46.1K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
DECREASED
Shares27,334 from 27,553
Change-219 (-1%)
Value$1.3M (+$19.3K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares26,461
Change+26,461
Value$1.2M
Filed 2026-10-28
MBL Wealth, LLC
INCREASED
Shares25,776 from 21,230
Change+4,546 (+21%)
Value$1.2M (+$233.6K)
Filed 2026-10-22
KFG Wealth Management, LLC
DECREASED
Shares25,473 from 26,406
Change-933 (-4%)
Value$1.2M (-$15.1K)
Filed 2026-10-16
Hiley Hunt Wealth Management
UNCHANGED
Shares24,384 from 24,384
Change0 (0%)
Value$1.1M (+$26.0K)
Filed 2026-10-08
Accurate Wealth Management, LLC
DECREASED
Shares23,427 from 25,178
Change-1,751 (-7%)
Value$1.1M (-$51.4K)
Filed 2026-10-20
Berkshire Money Management, Inc.
DECREASED
Shares20,297 from 79,793
Change-59,496 (-75%)
Value$941.8K (-$2.7M)
Filed 2026-10-21
SteelPeak Wealth, LLC
DECREASED
Shares17,065 from 18,528
Change-1,463 (-8%)
Value$791.8K (-$48.1K)
Filed 2026-10-16
Archer Investment Corp
DECREASED
Shares15,845 from 16,237
Change-392 (-2%)
Value$735.2K (-$851)
Filed 2026-11-05
Maltin Wealth Management, Inc.
UNCHANGED
Shares15,113 from 15,113
Change0 (0%)
Value$701.2K (+$16.1K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares13,890 from 13,890
Change0 (0%)
Value$644.5K (+$14.8K)
Filed 2026-10-21
Southland Equity Partners LLC
UNCHANGED
Shares13,821 from 13,821
Change0 (0%)
Value$641.3K (+$14.8K)
Filed 2026-10-14
ATX Financial Planning, LLC
UNCHANGED
Shares12,905 from 12,905
Change0 (0%)
Value$598.8K (+$13.8K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
UNCHANGED
Shares12,220 from 12,220
Change0 (0%)
Value$568.5K (+$15.3K)
Filed 2026-10-27
Encompass More Asset Management
INCREASED
Shares11,770 from 9,417
Change+2,353 (+25%)
Value$546.1K (+$119.2K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares11,371 from 9,823
Change+1,548 (+16%)
Value$527.6K (+$82.3K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares10,509 from 10,796
Change-287 (-3%)
Value$487.6K (-$1.8K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares10,420 from 10,538
Change-118 (-1%)
Value$483.5K (+$5.8K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
UNCHANGED
Shares9,879 from 9,879
Change0 (0%)
Value$458.4K (+$10.5K)
Filed 2026-10-26
BFI Wealth Solutions, LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$422.2K (+$9.7K)
Filed 2026-10-16
O'Connor Financial Group LLC
DECREASED
Shares8,772 from 8,909
Change-137 (-2%)
Value$407.0K (+$3.2K)
Filed 2026-10-26
XML Financial, LLC
UNCHANGED
Shares8,339 from 8,339
Change0 (0%)
Value$386.9K (+$8.9K)
Filed 2026-10-29
Occidental Asset Management, LLC
UNCHANGED
Shares7,439 from 7,439
Change0 (0%)
Value$345.2K (+$7.9K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
UNCHANGED
Shares6,674 from 6,674
Change0 (0%)
Value$309.7K (+$7.1K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares5,475 from 3,808
Change+1,667 (+44%)
Value$254.0K (+$81.4K)
Filed 2026-10-08
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares5,460 from 5,280
Change+180 (+3%)
Value$253.3K (+$14.0K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
UNCHANGED
Shares5,312 from 5,312
Change0 (0%)
Value$246.5K (+$5.7K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares5,293 from 5,336
Change-43 (-1%)
Value$245.6K (+$3.7K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5,216 from 5,216
Change0 (0%)
Value$242.0K (+$5.6K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
UNCHANGED
Shares5,008 from 5,008
Change0 (0%)
Value$232.4K (+$5.3K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$232.0K (+$5.3K)
Filed 2026-10-14
Visionary Wealth Advisors
UNCHANGED
Shares4,970 from 4,970
Change0 (0%)
Value$230.6K (+$5.3K)
Filed 2026-11-04
BXM Wealth LLC
DECREASED
Shares4,695 from 27,325
Change-22,630 (-83%)
Value$217.8K (-$1.0M)
Filed 2026-11-03
NewCorp Financial Services, Inc.
UNCHANGED
Shares4,547 from 4,547
Change0 (0%)
Value$211.0K (+$4.9K)
Filed 2026-10-14
TopTier Wealth Management, LLC
DECREASED
Shares4,519 from 4,566
Change-47 (-1%)
Value$209.7K (+$2.7K)
Filed 2026-10-16
Peak Wealth Management LLC
UNCHANGED
Shares4,510 from 4,510
Change0 (0%)
Value$210.6K (+$6.1K)
Filed 2026-10-26
Souders Financial Advisors
NEW
Shares4,402
Change+4,402
Value$204.3K
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares4,355 from 5,160
Change-805 (-16%)
Value$202.1K (-$31.8K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$133.9K (+$3.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,804 from 1,809
Change-5 (0%)
Value$83.7K (+$1.7K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
DECREASED
Shares1,660 from 1,834
Change-174 (-9%)
Value$77.0K (-$6.1K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$23.2K (+$533)
Filed 2026-10-09
IFP Advisors, Inc
DECREASED
Shares370 from 1,632
Change-1,262 (-77%)
Value$17.2K (-$56.8K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares123 from 166
Change-43 (-26%)
Value$5.7K (-$1.8K)
Filed 2026-10-26
Creative Financial Designs Inc
NEW
Shares94
Change+94
Value$4.4K
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.1K (+$49)
Filed 2026-10-21
PFG Advisors
CLOSED
Shares0 from 27,363
Change-27,363 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Chris Bulman Inc
CLOSED
Shares0 from 8,081
Change-8,081 (-100%)
Value$0 (-$366.3K)
Filed 2026-10-20
Simplicity Wealth,LLC
CLOSED
Shares0 from 6,403
Change-6,403 (-100%)
Value$0 (-$290.3K)
Filed 2026-10-23
FC Advisory LLC
CLOSED
Shares0 from 4,734
Change-4,734 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$49.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-15
Compass Financial Management LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-30
Farther Finance Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$680)
Filed 2026-10-08
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.0M (+$69.5K)
Filed 2026-10-29
Talon Private Wealth, LLC
N/A
Shares— from 629,495
Change-629,495 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 387,022
Change-387,022 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 178,393
Change-178,393 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 122,785
Change-122,785 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,364
Change-83,364 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 79,931
Change-79,931 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 74,182
Change-74,182 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 68,612
Change-68,612 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 59,237
Change-59,237 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,754
Change-55,754 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 55,345
Change-55,345 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 52,128
Change-52,128 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,767
Change-48,767 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 43,186
Change-43,186 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 28,174
Change-28,174 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,458
Change-23,458 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,864
Change-22,864 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 19,748
Change-19,748 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,649
Change-19,649 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 18,984
Change-18,984 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 18,530
Change-18,530 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,043
Change-17,043 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,848
Change-15,848 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,950
Change-11,950 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,720
Change-11,720 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,644
Change-9,644 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,933
Change-7,933 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
UBS Group AG
N/A
Shares— from 180
Change-180 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Barclays PLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
FAI Advisors, Inc.
INCREASED205,511194,708+10,803+6%$8.8M$9.5M+$709.2K2026-10-27
Commonwealth Equity Services, LLC
DECREASED167,645189,692-22,047-12%$8.6M$7.8M-$820.4K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED161,734149,999+11,735+8%$6.8M$7.5M+$704.7K2026-10-14
Strategic Blueprint, LLC
DECREASED108,814109,528-714-1%$5.0M$5.0M+$83.8K2026-10-22
Brookstone Capital Management
DECREASED100,3431,312,460-1,212,117-92%$59.5M$4.7M-$54.8M2026-10-22
Truist Financial Corp
DECREASED85,83888,958-3,120-4%$4.0M$4.0M-$49.8K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED73,3818,858+64,523+728%$401.5K$3.4M+$3.0M2026-10-16
Spire Wealth Management
DECREASED68,13376,520-8,387-11%$3.5M$3.2M-$307.3K2026-10-30
IMG Wealth Management, Inc.
INCREASED54,44850,186+4,262+8%$2.3M$2.5M+$251.3K2026-10-27
Lantz Financial LLC
DECREASED54,44854,822-374-1%$2.5M$2.5M+$41.2K2026-10-15
Advus Financial Partners, LLC
DECREASED46,45347,429-976-2%$2.2M$2.2M+$5.4K2026-10-20
Central Valley Advisors, LLC
DECREASED46,00046,071-710%$2.1M$2.1M+$45.9K2026-10-27
Triad Wealth Partners, LLC
INCREASED45,17734,975+10,202+29%$1.6M$2.1M+$494.7K2026-10-26
First Heartland Consultants, Inc.
INCREASED43,33142,092+1,239+3%$1.9M$2.0M+$102.4K2026-10-08
Todd Wealth Management, LLC
DECREASED41,56441,764-2000%$1.9M$1.9M+$35.3K2026-10-19
Trek Financial, LLC
UNCHANGED39,43739,43700%$1.8M$1.8M+$42.1K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED38,10542,454-4,349-10%$1.9M$1.8M-$157.0K2026-11-02
Kestra Advisory Services, LLC
DECREASED30,21236,392-6,180-17%$1.6M$1.4M-$247.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED27,68327,331+352+1%$1.2M$1.3M+$46.1K2026-10-13
Long Island Wealth Management, Inc.
DECREASED27,33427,553-219-1%$1.2M$1.3M+$19.3K2026-10-20
Partners Wealth Management, LLC
NEW26,461—+26,461——$1.2M—2026-10-28
MBL Wealth, LLC
INCREASED25,77621,230+4,546+21%$962.4K$1.2M+$233.6K2026-10-22
KFG Wealth Management, LLC
DECREASED25,47326,406-933-4%$1.2M$1.2M-$15.1K2026-10-16
Hiley Hunt Wealth Management
UNCHANGED24,38424,38400%$1.1M$1.1M+$26.0K2026-10-08
Accurate Wealth Management, LLC
DECREASED23,42725,178-1,751-7%$1.1M$1.1M-$51.4K2026-10-20
Berkshire Money Management, Inc.
DECREASED20,29779,793-59,496-75%$3.6M$941.8K-$2.7M2026-10-21
SteelPeak Wealth, LLC
DECREASED17,06518,528-1,463-8%$839.9K$791.8K-$48.1K2026-10-16
Archer Investment Corp
DECREASED15,84516,237-392-2%$736.0K$735.2K-$8512026-11-05
Maltin Wealth Management, Inc.
UNCHANGED15,11315,11300%$685.1K$701.2K+$16.1K2026-10-13
Diligent Investors, LLC
UNCHANGED13,89013,89000%$629.7K$644.5K+$14.8K2026-10-21
Southland Equity Partners LLC
UNCHANGED13,82113,82100%$626.5K$641.3K+$14.8K2026-10-14
ATX Financial Planning, LLC
UNCHANGED12,90512,90500%$585.0K$598.8K+$13.8K2026-10-14
Chicago Partners Investment Group LLC
UNCHANGED12,22012,22000%$553.1K$568.5K+$15.3K2026-10-27
Encompass More Asset Management
INCREASED11,7709,417+2,353+25%$426.9K$546.1K+$119.2K2026-10-16
Creative Planning
INCREASED11,3719,823+1,548+16%$445.3K$527.6K+$82.3K2026-11-02
Atria Investments, Inc
DECREASED10,50910,796-287-3%$489.4K$487.6K-$1.8K2026-10-15
RFG Advisory, LLC
DECREASED10,42010,538-118-1%$477.7K$483.5K+$5.8K2026-11-03
Ballast Rock Private Wealth LLC
UNCHANGED9,8799,87900%$447.8K$458.4K+$10.5K2026-10-26
BFI Wealth Solutions, LLC
UNCHANGED9,1009,10000%$412.5K$422.2K+$9.7K2026-10-16
O'Connor Financial Group LLC
DECREASED8,7728,909-137-2%$403.9K$407.0K+$3.2K2026-10-26
XML Financial, LLC
UNCHANGED8,3398,33900%$378.0K$386.9K+$8.9K2026-10-29
Occidental Asset Management, LLC
UNCHANGED7,4397,43900%$337.2K$345.2K+$7.9K2026-11-05
Sagespring Wealth Partners, LLC
UNCHANGED6,6746,67400%$302.5K$309.7K+$7.1K2026-10-22
CoreCap Advisors, LLC
INCREASED5,4753,808+1,667+44%$172.6K$254.0K+$81.4K2026-10-08
Journey Retirement Planning & Investment Management LLC
INCREASED5,4605,280+180+3%$239.4K$253.3K+$14.0K2026-10-09
Koshinski Asset Management, Inc.
UNCHANGED5,3125,31200%$240.8K$246.5K+$5.7K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED5,2935,336-43-1%$241.9K$245.6K+$3.7K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED5,2165,21600%$236.5K$242.0K+$5.6K2026-10-23
Fiduciary Financial Group, LLC
UNCHANGED5,0085,00800%$227.0K$232.4K+$5.3K2026-10-13
Elmwood Wealth Management, Inc.
UNCHANGED5,0005,00000%$226.7K$232.0K+$5.3K2026-10-14
Visionary Wealth Advisors
UNCHANGED4,9704,97000%$225.3K$230.6K+$5.3K2026-11-04
BXM Wealth LLC
DECREASED4,69527,325-22,630-83%$1.2M$217.8K-$1.0M2026-11-03
NewCorp Financial Services, Inc.
UNCHANGED4,5474,54700%$206.1K$211.0K+$4.9K2026-10-14
TopTier Wealth Management, LLC
DECREASED4,5194,566-47-1%$207.0K$209.7K+$2.7K2026-10-16
Peak Wealth Management LLC
UNCHANGED4,5104,51000%$204.4K$210.6K+$6.1K2026-10-26
Souders Financial Advisors
NEW4,402—+4,402——$204.3K—2026-11-03
Capital Investment Advisors, LLC
DECREASED4,3555,160-805-16%$233.9K$202.1K-$31.8K2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED2,8862,88600%$130.8K$133.9K+$3.1K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED1,8041,809-50%$82.0K$83.7K+$1.7K2026-11-03
Financial Network Wealth Advisors LLC
DECREASED1,6601,834-174-9%$83.1K$77.0K-$6.1K2026-10-28
Gilpin Wealth Management, LLC
UNCHANGED50050000%$22.7K$23.2K+$5332026-10-09
IFP Advisors, Inc
DECREASED3701,632-1,262-77%$74.0K$17.2K-$56.8K2026-10-16
Lanark Financial, Inc.
DECREASED123166-43-26%$7.5K$5.7K-$1.8K2026-10-26
Creative Financial Designs Inc
NEW94—+94——$4.4K—2026-11-04
Assetmark, Inc
UNCHANGED464600%$2.1K$2.1K+$492026-10-21
PFG Advisors
CLOSED027,363-27,363-100%$1.2M$0-$1.2M2026-10-16
Chris Bulman Inc
CLOSED08,081-8,081-100%$366.3K$0-$366.3K2026-10-20
Simplicity Wealth,LLC
CLOSED06,403-6,403-100%$290.3K$0-$290.3K2026-10-23
FC Advisory LLC
CLOSED04,734-4,734-100%$214.6K$0-$214.6K2026-10-05
Bullseye Investment Management, LLC
CLOSED01,100-1,100-100%$49.9K$0-$49.9K2026-10-29
AdvisorNet Financial, Inc
CLOSED0145-145-100%$6.6K$0-$6.6K2026-10-15
Compass Financial Management LLC
CLOSED0112-112-100%$5.1K$0-$5.1K2026-10-30
Farther Finance Advisors, LLC
CLOSED015-15-100%$680$0-$6802026-10-08
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.9M$3.0M+$69.5K2026-10-29
Talon Private Wealth, LLC
N/A—629,495-629,495-100%$28.5M———
Sonoma Allocations LLC
N/A—387,022-387,022-100%$17.6M———
Campbell Deegan Wealth Management, LLC
N/A—178,393-178,393-100%$8.1M———
Osaic Holdings, Inc.
N/A—122,785-122,785-100%$5.6M———
Cetera Investment Advisers
N/A—83,364-83,364-100%$3.8M———
Clearstead Advisors, LLC
N/A—79,931-79,931-100%$3.6M———
Envestnet Asset Management Inc
N/A—74,182-74,182-100%$3.4M———
LPL Financial LLC
N/A—68,612-68,612-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—59,237-59,237-100%$2.7M———
Raymond James Financial Inc
N/A—55,754-55,754-100%$2.5M———
Susquehanna International Group, LLP
N/A—55,345-55,345-100%$2.5M———
Foundations Investment Advisors, LLC
N/A—52,128-52,128-100%$2.4M———
MML Investors Services, LLC
N/A—48,767-48,767-100%$2.2M———
Allworth Financial LP
N/A—43,186-43,186-100%$2.0M———
JT Stratford LLC
N/A—28,174-28,174-100%$1.3M———
HighTower Advisors, LLC
N/A—23,458-23,458-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—22,864-22,864-100%$1.0M———
Compass Advisory Group LLC
N/A—19,748-19,748-100%$895.2K———
Summit Financial, LLC
N/A—19,649-19,649-100%$890.7K———
Wood Tarver Financial Group, LLC
N/A—18,984-18,984-100%$860.0K———
Focus Partners Wealth
N/A—18,530-18,530-100%$840.0K———
Old Mission Capital LLC
N/A—17,043-17,043-100%$772.6K———
Mutual Advisors, LLC
N/A—15,848-15,848-100%$718.4K———
Arkadios Wealth Advisors
N/A—13,739-13,739-100%$622.8K———
Tradition Wealth Management, LLC
N/A—12,048-12,048-100%$546.2K———
HRT Financial LP
N/A—12,034-12,034-100%$545.0K———
Gladstone Institutional Advisory LLC
N/A—11,950-11,950-100%$541.7K———
Valmark Advisers, Inc.
N/A—11,720-11,720-100%$531.3K———
JPMorgan Chase & Co
N/A—10,418-10,418-100%$470.8K———
Advisory Services Network, LLC
N/A—9,680-9,680-100%$438.8K———
Benjamin Edwards Inc
N/A—9,644-9,644-100%$437.2K———
Bedel Financial Consulting, Inc.
N/A—8,925-8,925-100%$404.6K———
SageView Advisory Group, LLC
N/A—8,761-8,761-100%$397.2K———
Continuum Advisory, LLC
N/A—8,718-8,718-100%$395.2K———
Principal Securities, Inc.
N/A—7,933-7,933-100%$359.6K———
Money Concepts Capital Corp
N/A—6,977-6,977-100%$316.3K———
Savvy Advisors, Inc.
N/A—6,155-6,155-100%$279.0K———
Zacks Investment Management
N/A—6,086-6,086-100%$275.9K———
Madison Wealth Partners, Inc
N/A—6,086-6,086-100%$275.9K———
Lakeridge Wealth Management LLC
N/A—5,687-5,687-100%$257.8K———
Citadel Advisors LLC
N/A—5,518-5,518-100%$250.1K———
MTM Financial Group, LLC
N/A—4,729-4,729-100%$214.4K———
AE Wealth Management LLC
N/A—4,565-4,565-100%$206.9K———
Orion Capital Management LLC
N/A—3,983-3,983-100%$180.6K———
Harbour Investments, Inc.
N/A—2,994-2,994-100%$135.7K———
Morgan Stanley
N/A—2,782-2,782-100%$126.1K———
Arax Advisory Partners
N/A—2,156-2,156-100%$97.7K———
Keating Financial Advisory Services, Inc.
N/A—1,769-1,769-100%$80.2K———
Steward Partners Investment Advisory, LLC
N/A—1,122-1,122-100%$50.9K———
Capital Analysts, LLC
N/A—1,095-1,095-100%$50.0K———
Highland Investment Advisors LLC
N/A—850-850-100%$38.5K———
Aptus Capital Advisors, LLC
N/A—300-300-100%$13.6K———
WealthShield Partners, LLC
N/A—263-263-100%$11.9K———
UBS Group AG
N/A—180-180-100%$8.2K———
BFC Planning, Inc.
N/A—139-139-100%$6.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—139-139-100%$6.3K———
Truvestments Capital LLC
N/A—27-27-100%$1.2K———
Barclays PLC
N/A—12-12-100%$544———
Showing 132 of 132 institutions