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Innovator U.S. Equity Buffer (BJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Integral Investment Advisors, Inc.
DECREASED
Shares269,874 from 271,186
Change-1,312 (0%)
Value$16.3M (+$369.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares228,083 from 248,556
Change-20,473 (-8%)
Value$13.8M (-$827.4K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
UNCHANGED
Shares84,977 from 84,977
Change0 (0%)
Value$5.1M (+$140.8K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares84,697 from 883,904
Change-799,207 (-90%)
Value$5.1M (-$46.9M)
Filed 2026-10-22
Crown Wealth Group, LLC
DECREASED
Shares82,047 from 83,622
Change-1,575 (-2%)
Value$5.0M (+$43.2K)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED
Shares65,001 from 65,282
Change-281 (0%)
Value$3.9M (+$91.1K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares46,281 from 44,617
Change+1,664 (+4%)
Value$2.8M (+$174.6K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares41,994 from 42,614
Change-620 (-1%)
Value$2.5M (+$33.1K)
Filed 2026-10-29
My Personal CFO, LLC
DECREASED
Shares41,885 from 41,894
Change-9 (0%)
Value$2.5M (+$68.9K)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares36,793 from 37,389
Change-596 (-2%)
Value$2.2M (+$25.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares33,224 from 27,886
Change+5,338 (+19%)
Value$2.0M (+$374.9K)
Filed 2026-10-13
Schulz Wealth, Ltd.
UNCHANGED
Shares32,130 from 32,130
Change0 (0%)
Value$1.9M (+$53.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares29,218 from 29,234
Change-16 (0%)
Value$1.8M (+$47.5K)
Filed 2026-10-08
Lantz Financial LLC
DECREASED
Shares23,823 from 25,161
Change-1,338 (-5%)
Value$1.4M (-$39.3K)
Filed 2026-10-15
Berkshire Money Management, Inc.
UNCHANGED
Shares23,219 from 23,219
Change0 (0%)
Value$1.4M (+$38.5K)
Filed 2026-10-21
Encompass More Asset Management
NEW
Shares21,181
Change+21,181
Value$1.3M
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares20,750
Change+20,750
Value$1.3M
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares19,250 from 18,685
Change+565 (+3%)
Value$1.2M (+$65.1K)
Filed 2026-10-15
Weaver Consulting Group
UNCHANGED
Shares18,493 from 18,493
Change0 (0%)
Value$1.1M (+$30.6K)
Filed 2026-10-07
Spire Wealth Management
DECREASED
Shares18,441 from 18,732
Change-291 (-2%)
Value$1.1M (+$13.5K)
Filed 2026-10-30
Foronjy Financial LLC
INCREASED
Shares18,388 from 17,465
Change+923 (+5%)
Value$1.1M (+$84.8K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares14,776 from 14,380
Change+396 (+3%)
Value$894.3K (+$47.8K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,585 from 18,476
Change-3,891 (-21%)
Value$883.0K (-$205.0K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares13,789 from 13,796
Change-7 (0%)
Value$834.6K (+$22.4K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED
Shares12,396 from 13,126
Change-730 (-6%)
Value$750.3K (-$22.4K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares11,978 from 11,978
Change0 (0%)
Value$725.0K (+$19.8K)
Filed 2026-10-14
Trek Financial, LLC
UNCHANGED
Shares11,881 from 11,881
Change0 (0%)
Value$719.1K (+$19.7K)
Filed 2026-10-29
Davenport & Co LLC
UNCHANGED
Shares11,817 from 11,817
Change0 (0%)
Value$715.2K (+$19.6K)
Filed 2026-10-14
BFI Wealth Solutions, LLC
DECREASED
Shares11,474 from 12,636
Change-1,162 (-9%)
Value$694.5K (-$49.4K)
Filed 2026-10-16
PCA Investment Advisory Services Inc.
DECREASED
Shares11,292 from 13,461
Change-2,169 (-16%)
Value$683.5K (-$109.0K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
UNCHANGED
Shares11,104 from 11,104
Change0 (0%)
Value$671.6K (+$20.2K)
Filed 2026-10-27
Ballast Rock Private Wealth LLC
UNCHANGED
Shares10,946 from 10,946
Change0 (0%)
Value$662.5K (+$18.1K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares9,806 from 9,919
Change-113 (-1%)
Value$593.5K (+$9.6K)
Filed 2026-10-22
AdvisorNet Financial, Inc
UNCHANGED
Shares9,775 from 9,775
Change0 (0%)
Value$595.5K (+$20.1K)
Filed 2026-10-15
Firestone Capital Management
DECREASED
Shares8,800 from 12,238
Change-3,438 (-28%)
Value$532.6K (-$187.8K)
Filed 2026-11-03
Lewis Asset Management, LLC
INCREASED
Shares8,776 from 8,346
Change+430 (+5%)
Value$531.2K (+$39.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares8,769 from 8,944
Change-175 (-2%)
Value$530.8K (+$4.2K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares8,572 from 8,167
Change+405 (+5%)
Value$518.8K (+$31.5K)
Filed 2026-10-26
Chris Bulman Inc
DECREASED
Shares8,526 from 14,037
Change-5,511 (-39%)
Value$516.0K (-$310.3K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares8,439 from 11,259
Change-2,820 (-25%)
Value$510.8K (-$152.0K)
Filed 2026-10-16
CRA Financial Services, LLC
UNCHANGED
Shares6,650 from 6,650
Change0 (0%)
Value$402.5K (+$11.0K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
DECREASED
Shares6,077 from 6,365
Change-288 (-5%)
Value$367.8K (-$6.9K)
Filed 2026-10-22
Diligent Investors, LLC
DECREASED
Shares5,905 from 5,985
Change-80 (-1%)
Value$357.4K (+$5.1K)
Filed 2026-10-21
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares5,892 from 5,892
Change0 (0%)
Value$356.6K (+$9.8K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
DECREASED
Shares5,877 from 9,368
Change-3,491 (-37%)
Value$355.7K (-$195.8K)
Filed 2026-10-15
TopTier Wealth Management, LLC
DECREASED
Shares5,859 from 6,180
Change-321 (-5%)
Value$354.6K (-$9.2K)
Filed 2026-10-16
BCS Wealth Management
DECREASED
Shares5,111 from 5,585
Change-474 (-8%)
Value$309.4K (-$19.4K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$308.7K (+$8.4K)
Filed 2026-10-15
Beacon Financial Advisory LLC
DECREASED
Shares5,071 from 5,072
Change-1 (0%)
Value$306.9K (+$8.3K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares4,962 from 5,007
Change-45 (-1%)
Value$300.3K (+$5.6K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares4,734 from 9,926
Change-5,192 (-52%)
Value$286.5K (-$297.8K)
Filed 2026-10-23
IMG Wealth Management, Inc.
DECREASED
Shares4,734 from 4,799
Change-65 (-1%)
Value$286.5K (+$4.0K)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares4,557 from 4,557
Change0 (0%)
Value$275.8K (+$7.5K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares4,507 from 4,806
Change-299 (-6%)
Value$272.8K (-$10.1K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
UNCHANGED
Shares4,189 from 4,189
Change0 (0%)
Value$253.5K (+$6.9K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares4,106 from 4,170
Change-64 (-2%)
Value$248.5K (+$3.0K)
Filed 2026-10-20
Keystone Wealth Services, LLC
DECREASED
Shares3,737 from 3,812
Change-75 (-2%)
Value$226.1K (+$1.7K)
Filed 2026-11-03
Global Trust Wealth Management LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$211.8K (+$5.8K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
DECREASED
Shares3,381 from 7,849
Change-4,468 (-57%)
Value$204.6K (-$257.4K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares3,068 from 3,062
Change+6 (+0%)
Value$185.7K (+$5.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,737 from 2,439
Change+298 (+12%)
Value$165.7K (+$22.1K)
Filed 2026-11-03
Joseph Group Capital Management
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$139.0K (+$3.8K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares921 from 889
Change+32 (+4%)
Value$55.7K (+$3.4K)
Filed 2026-10-28
Chapman Financial Group, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$21.2K (+$580)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$15.0K (+$411)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$11.8K (+$323)
Filed 2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (+$166)
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.1K (+$113)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$4.1K (+$111)
Filed 2026-10-30
Lido Advisors, LLC
CLOSED
Shares0 from 107,920
Change-107,920 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-04
Cypress Financial Planning LLC
CLOSED
Shares0 from 3,510
Change-3,510 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-09
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,927
Change-1,927 (-100%)
Value$0 (-$113.4K)
Filed 2026-10-29
Lanark Financial, Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-26
Penserra Capital Management LLC
N/A
Shares— from 446,940
Change-446,940 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 393,947
Change-393,947 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 284,327
Change-284,327 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 171,740
Change-171,740 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 160,757
Change-160,757 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 132,057
Change-132,057 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 129,078
Change-129,078 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 101,641
Change-101,641 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 97,189
Change-97,189 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 93,659
Change-93,659 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 89,063
Change-89,063 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 87,459
Change-87,459 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 73,252
Change-73,252 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 57,913
Change-57,913 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 51,950
Change-51,950 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,919
Change-45,919 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 44,173
Change-44,173 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 38,480
Change-38,480 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 37,704
Change-37,704 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 32,892
Change-32,892 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 31,024
Change-31,024 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,485
Change-26,485 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,774
Change-20,774 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,848
Change-19,848 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,479
Change-17,479 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,955
Change-15,955 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 13,256
Change-13,256 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 10,970
Change-10,970 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 9,127
Change-9,127 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 947
Change-947 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 608
Change-608 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 371
Change-371 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 312
Change-312 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Barclays PLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Status
Integral Investment Advisors, Inc.
DECREASED269,874271,186-1,3120%$16.0M$16.3M+$369.8K2026-11-03
Commonwealth Equity Services, LLC
DECREASED228,083248,556-20,473-8%$14.6M$13.8M-$827.4K2026-11-02
Maltin Wealth Management, Inc.
UNCHANGED84,97784,97700%$5.0M$5.1M+$140.8K2026-10-13
Brookstone Capital Management
DECREASED84,697883,904-799,207-90%$52.0M$5.1M-$46.9M2026-10-22
Crown Wealth Group, LLC
DECREASED82,04783,622-1,575-2%$4.9M$5.0M+$43.2K2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED65,00165,282-2810%$3.8M$3.9M+$91.1K2026-10-23
Truist Financial Corp
INCREASED46,28144,617+1,664+4%$2.6M$2.8M+$174.6K2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED41,99442,614-620-1%$2.5M$2.5M+$33.1K2026-10-29
My Personal CFO, LLC
DECREASED41,88541,894-90%$2.5M$2.5M+$68.9K2026-10-14
Kestra Advisory Services, LLC
DECREASED36,79337,389-596-2%$2.2M$2.2M+$25.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED33,22427,886+5,338+19%$1.7M$2.0M+$374.9K2026-10-13
Schulz Wealth, Ltd.
UNCHANGED32,13032,13000%$1.9M$1.9M+$53.2K2026-11-03
CoreCap Advisors, LLC
DECREASED29,21829,234-160%$1.7M$1.8M+$47.5K2026-10-08
Lantz Financial LLC
DECREASED23,82325,161-1,338-5%$1.5M$1.4M-$39.3K2026-10-15
Berkshire Money Management, Inc.
UNCHANGED23,21923,21900%$1.4M$1.4M+$38.5K2026-10-21
Encompass More Asset Management
NEW21,181—+21,181——$1.3M—2026-10-16
Concurrent Investment Advisors, LLC
NEW20,750—+20,750——$1.3M—2026-10-16
Atria Investments, Inc
INCREASED19,25018,685+565+3%$1.1M$1.2M+$65.1K2026-10-15
Weaver Consulting Group
UNCHANGED18,49318,49300%$1.1M$1.1M+$30.6K2026-10-07
Spire Wealth Management
DECREASED18,44118,732-291-2%$1.1M$1.1M+$13.5K2026-10-30
Foronjy Financial LLC
INCREASED18,38817,465+923+5%$1.0M$1.1M+$84.8K2026-10-14
City Center Advisors, LLC
INCREASED14,77614,380+396+3%$846.6K$894.3K+$47.8K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED14,58518,476-3,891-21%$1.1M$883.0K-$205.0K2026-11-02
Focus Financial Network, Inc.
DECREASED13,78913,796-70%$812.2K$834.6K+$22.4K2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED12,39613,126-730-6%$772.7K$750.3K-$22.4K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED11,97811,97800%$705.1K$725.0K+$19.8K2026-10-14
Trek Financial, LLC
UNCHANGED11,88111,88100%$699.4K$719.1K+$19.7K2026-10-29
Davenport & Co LLC
UNCHANGED11,81711,81700%$695.7K$715.2K+$19.6K2026-10-14
BFI Wealth Solutions, LLC
DECREASED11,47412,636-1,162-9%$743.9K$694.5K-$49.4K2026-10-16
PCA Investment Advisory Services Inc.
DECREASED11,29213,461-2,169-16%$792.4K$683.5K-$109.0K2026-10-13
Chicago Partners Investment Group LLC
UNCHANGED11,10411,10400%$651.4K$671.6K+$20.2K2026-10-27
Ballast Rock Private Wealth LLC
UNCHANGED10,94610,94600%$644.4K$662.5K+$18.1K2026-10-26
Strategic Blueprint, LLC
DECREASED9,8069,919-113-1%$583.9K$593.5K+$9.6K2026-10-22
AdvisorNet Financial, Inc
UNCHANGED9,7759,77500%$575.5K$595.5K+$20.1K2026-10-15
Firestone Capital Management
DECREASED8,80012,238-3,438-28%$720.5K$532.6K-$187.8K2026-11-03
Lewis Asset Management, LLC
INCREASED8,7768,346+430+5%$491.3K$531.2K+$39.9K2026-10-14
Sigma Planning Corp
DECREASED8,7698,944-175-2%$526.5K$530.8K+$4.2K2026-10-23
Triad Wealth Partners, LLC
INCREASED8,5728,167+405+5%$487.3K$518.8K+$31.5K2026-10-26
Chris Bulman Inc
DECREASED8,52614,037-5,511-39%$826.4K$516.0K-$310.3K2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED8,43911,259-2,820-25%$662.8K$510.8K-$152.0K2026-10-16
CRA Financial Services, LLC
UNCHANGED6,6506,65000%$391.5K$402.5K+$11.0K2026-10-16
Sagespring Wealth Partners, LLC
DECREASED6,0776,365-288-5%$374.7K$367.8K-$6.9K2026-10-22
Diligent Investors, LLC
DECREASED5,9055,985-80-1%$352.3K$357.4K+$5.1K2026-10-21
Dominguez Wealth Management Solutions, Inc.
UNCHANGED5,8925,89200%$346.9K$356.6K+$9.8K2026-10-07
WealthPlan Investment Management, LLC
DECREASED5,8779,368-3,491-37%$551.5K$355.7K-$195.8K2026-10-15
TopTier Wealth Management, LLC
DECREASED5,8596,180-321-5%$363.8K$354.6K-$9.2K2026-10-16
BCS Wealth Management
DECREASED5,1115,585-474-8%$328.8K$309.4K-$19.4K2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED5,1005,10000%$300.2K$308.7K+$8.4K2026-10-15
Beacon Financial Advisory LLC
DECREASED5,0715,072-10%$298.6K$306.9K+$8.3K2026-10-16
RFG Advisory, LLC
DECREASED4,9625,007-45-1%$294.8K$300.3K+$5.6K2026-11-03
Simplicity Wealth,LLC
DECREASED4,7349,926-5,192-52%$584.3K$286.5K-$297.8K2026-10-23
IMG Wealth Management, Inc.
DECREASED4,7344,799-65-1%$282.5K$286.5K+$4.0K2026-10-27
Parallel Advisors, LLC
UNCHANGED4,5574,55700%$268.3K$275.8K+$7.5K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED4,5074,806-299-6%$282.9K$272.8K-$10.1K2026-10-13
Outlook Wealth Advisors, LLC
UNCHANGED4,1894,18900%$246.6K$253.5K+$6.9K2026-10-28
Kathmere Capital Management, LLC
DECREASED4,1064,170-64-2%$245.5K$248.5K+$3.0K2026-10-20
Keystone Wealth Services, LLC
DECREASED3,7373,812-75-2%$224.4K$226.1K+$1.7K2026-11-03
Global Trust Wealth Management LLC
UNCHANGED3,5003,50000%$206.0K$211.8K+$5.8K2026-10-14
AlphaStar Capital Management, LLC
DECREASED3,3817,849-4,468-57%$462.1K$204.6K-$257.4K2026-10-16
IFP Advisors, Inc
INCREASED3,0683,062+6+0%$180.3K$185.7K+$5.4K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED2,7372,439+298+12%$143.6K$165.7K+$22.1K2026-11-03
Joseph Group Capital Management
UNCHANGED2,2962,29600%$135.2K$139.0K+$3.8K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED921889+32+4%$52.3K$55.7K+$3.4K2026-10-28
Chapman Financial Group, LLC
UNCHANGED35035000%$20.6K$21.2K+$5802026-10-26
Archer Investment Corp
UNCHANGED24824800%$14.6K$15.0K+$4112026-11-05
Farther Finance Advisors, LLC
UNCHANGED19519500%$11.5K$11.8K+$3232026-10-08
Cape Investment Advisory, Inc.
UNCHANGED10010000%$5.9K$6.1K+$1662026-10-13
Larson Financial Group LLC
UNCHANGED686800%$4.0K$4.1K+$1132026-11-05
Country Trust Bank
UNCHANGED676700%$3.9K$4.1K+$1112026-10-30
Lido Advisors, LLC
CLOSED0107,920-107,920-100%$6.4M$0-$6.4M2026-11-04
Cypress Financial Planning LLC
CLOSED03,510-3,510-100%$206.6K$0-$206.6K2026-10-09
Bullseye Investment Management, LLC
CLOSED01,927-1,927-100%$113.4K$0-$113.4K2026-10-29
Lanark Financial, Inc.
CLOSED0260-260-100%$15.3K$0-$15.3K2026-10-26
Penserra Capital Management LLC
N/A—446,940-446,940-100%$26.3M———
Cofg Advisors, LLC
N/A—393,947-393,947-100%$23.2M———
Arax Advisory Partners
N/A—284,327-284,327-100%$16.7M———
Talon Private Wealth, LLC
N/A—171,740-171,740-100%$10.1M———
HighTower Advisors, LLC
N/A—160,757-160,757-100%$9.5M———
Osaic Holdings, Inc.
N/A—132,057-132,057-100%$7.8M———
Cetera Investment Advisers
N/A—129,078-129,078-100%$7.6M———
Steward Partners Investment Advisory, LLC
N/A—101,641-101,641-100%$6.0M———
Envestnet Asset Management Inc
N/A—97,189-97,189-100%$5.7M———
LPL Financial LLC
N/A—93,659-93,659-100%$5.5M———
Raymond James Financial Inc
N/A—89,063-89,063-100%$5.2M———
Janney Montgomery Scott LLC
N/A—87,459-87,459-100%$5.1M———
Cerity Partners LLC
N/A—73,252-73,252-100%$4.3M———
EP Wealth Advisors, LLC
N/A—57,913-57,913-100%$3.4M———
GWN Securities Inc.
N/A—51,950-51,950-100%$3.1M———
Susquehanna International Group, LLP
N/A—45,919-45,919-100%$2.7M———
First Commonwealth Financial Corp
N/A—44,173-44,173-100%$2.6M———
Bellwether Advisors, LLC
N/A—38,480-38,480-100%$2.3M———
FSA Advisors, Inc.
N/A—37,704-37,704-100%$2.2M———
MML Investors Services, LLC
N/A—32,892-32,892-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—31,024-31,024-100%$1.8M———
Arkadios Wealth Advisors
N/A—26,485-26,485-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—20,774-20,774-100%$1.2M———
World Investment Advisors
N/A—19,848-19,848-100%$1.2M———
Snowden Capital Advisors LLC
N/A—17,479-17,479-100%$1.0M———
Advisory Services Network, LLC
N/A—15,955-15,955-100%$939.3K———
Stratos Wealth Advisors, LLC
N/A—13,256-13,256-100%$780.4K———
Old Mission Capital LLC
N/A—12,889-12,889-100%$758.8K———
Merit Financial Group, LLC
N/A—10,970-10,970-100%$645.8K———
Captrust Financial Advisors
N/A—10,553-10,553-100%$621.3K———
Orion Capital Management LLC
N/A—9,660-9,660-100%$568.7K———
Wood Tarver Financial Group, LLC
N/A—9,127-9,127-100%$537.0K———
CreativeOne Wealth, LLC
N/A—8,719-8,719-100%$513.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,200-8,200-100%$482.7K———
Waterloo Capital, L.P.
N/A—7,998-7,998-100%$470.8K———
OneDigital Investment Advisors LLC
N/A—7,437-7,437-100%$437.8K———
Bcgm Wealth Management, LLC
N/A—6,925-6,925-100%$407.7K———
Retirement Income Solutions, Inc
N/A—6,757-6,757-100%$360.4K———
Foundations Investment Advisors, LLC
N/A—6,564-6,564-100%$386.4K———
Bedel Financial Consulting, Inc.
N/A—6,420-6,420-100%$377.9K———
Centaurus Financial, Inc.
N/A—6,378-6,378-100%$375.0K———
Tradition Wealth Management, LLC
N/A—5,795-5,795-100%$341.2K———
AE Wealth Management LLC
N/A—5,183-5,183-100%$305.1K———
Gladstone Institutional Advisory LLC
N/A—4,924-4,924-100%$289.9K———
Ausdal Financial Partners, Inc.
N/A—4,390-4,390-100%$258.4K———
Main Street Financial Solutions, LLC
N/A—4,330-4,330-100%$254.9K———
GTS Securities LLC
N/A—4,203-4,203-100%$247.4K———
Summit Financial, LLC
N/A—3,972-3,972-100%$233.8K———
Mutual Advisors, LLC
N/A—3,926-3,926-100%$231.1K———
Benjamin Edwards Inc
N/A—3,486-3,486-100%$205.2K———
Principal Securities, Inc.
N/A—3,418-3,418-100%$201.2K———
Morgan Stanley
N/A—2,713-2,713-100%$159.7K———
Allworth Financial LP
N/A—2,121-2,121-100%$124.9K———
IFG Advisory, LLC
N/A—1,802-1,802-100%$106.1K———
JPMorgan Chase & Co
N/A—1,683-1,683-100%$98.6K———
Highland Investment Advisors LLC
N/A—1,500-1,500-100%$88.3K———
Timbuktu Capital Management, LLC
N/A—1,000-1,000-100%$58.9K———
PlanVest Financial, Inc
N/A—947-947-100%$55.8K———
Keating Financial Advisory Services, Inc.
N/A—700-700-100%$41.2K———
Harbour Investments, Inc.
N/A—608-608-100%$35.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—371-371-100%$21.8K———
Royal Bank of Canada
N/A—312-312-100%$18.0K———
BFC Planning, Inc.
N/A—201-201-100%$11.8K———
Barclays PLC
N/A—135-135-100%$7.9K———
Showing 137 of 137 institutions