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Innovator International Deve (IJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares689,658 from 665,968
Change+23,690 (+4%)
Value$26.3M (+$902.1K)
Filed 2026-11-06
Long Island Wealth Management, Inc.
INCREASED
Shares527,571 from 515,972
Change+11,599 (+2%)
Value$20.3M (+$615.8K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares174,193 from 188,091
Change-13,898 (-7%)
Value$6.7M (-$471.7K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares136,602 from 137,378
Change-776 (-1%)
Value$5.2M (+$15.5K)
Filed 2026-10-22
Cornerstone Wealth, LLC
DECREASED
Shares128,897 from 129,197
Change-300 (0%)
Value$4.9M (-$23.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
UNCHANGED
Shares110,939 from 110,939
Change0 (0%)
Value$4.2M (+$13.0K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares83,313 from 115,514
Change-32,201 (-28%)
Value$3.2M (-$1.2M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares78,229 from 73,936
Change+4,293 (+6%)
Value$3.0M (+$189.3K)
Filed 2026-11-06
BFI Wealth Solutions, LLC
DECREASED
Shares78,217 from 79,010
Change-793 (-1%)
Value$3.0M (-$4.4K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares72,830 from 73,010
Change-180 (0%)
Value$2.8M (+$17.2K)
Filed 2026-10-13
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares55,734 from 55,734
Change0 (0%)
Value$2.1M (+$18.4K)
Filed 2026-10-16
Hofer & Associates. Inc
NEW
Shares54,126
Change+54,126
Value$2.1M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares54,126 from 108,402
Change-54,276 (-50%)
Value$2.1M (-$2.0M)
Filed 2026-10-14
My Personal CFO, LLC
DECREASED
Shares51,629 from 56,629
Change-5,000 (-9%)
Value$2.0M (-$173.4K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares51,141 from 51,059
Change+82 (+0%)
Value$2.0M (+$20.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares50,904 from 41,937
Change+8,967 (+21%)
Value$2.0M (+$358.3K)
Filed 2026-11-02
Advus Financial Partners, LLC
DECREASED
Shares49,957 from 51,020
Change-1,063 (-2%)
Value$1.9M (-$24.0K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares47,165 from 42,968
Change+4,197 (+10%)
Value$1.8M (+$152.5K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares43,879 from 36,255
Change+7,624 (+21%)
Value$1.2M (-$175.9K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares42,937 from 42,937
Change0 (0%)
Value$1.6M (+$14.2K)
Filed 2026-10-16
Corrado Advisors, LLC
DECREASED
Shares38,531 from 38,943
Change-412 (-1%)
Value$1.5M (-$3.0K)
Filed 2026-10-27
Founders Financial Securities LLC
INCREASED
Shares36,495 from 31,285
Change+5,210 (+17%)
Value$1.4M (+$210.4K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares34,794 from 34,797
Change-3 (0%)
Value$1.3M (+$11.4K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares34,544 from 34,596
Change-52 (0%)
Value$1.3M (+$9.4K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares30,597 from 33,179
Change-2,582 (-8%)
Value$1.2M (-$88.2K)
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares23,793 from 24,614
Change-821 (-3%)
Value$913.9K (-$23.4K)
Filed 2026-10-28
Retirement Guys Formula LLC
DECREASED
Shares22,890 from 25,938
Change-3,048 (-12%)
Value$879.2K (-$108.5K)
Filed 2026-10-26
Cypress Wealth Services, LLC
UNCHANGED
Shares21,274 from 21,274
Change0 (0%)
Value$819.0K (+$8.9K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares21,004 from 29,573
Change-8,569 (-29%)
Value$806.8K (-$319.4K)
Filed 2026-10-30
HFG Wealth Management, LLC
UNCHANGED
Shares18,379 from 18,379
Change0 (0%)
Value$699.9K ($0)
Filed 2026-10-16
NewCorp Financial Services, Inc.
UNCHANGED
Shares17,550 from 17,550
Change0 (0%)
Value$674.1K (+$5.8K)
Filed 2026-10-14
Gill Capital Partners, LLC
DECREASED
Shares14,586 from 14,846
Change-260 (-2%)
Value$560.2K (-$5.1K)
Filed 2026-10-13
PFS Partners, LLC
UNCHANGED
Shares13,964 from 13,964
Change0 (0%)
Value$536.4K (+$4.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,966 from 13,599
Change-633 (-5%)
Value$498.0K (-$20.0K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
NEW
Shares12,241
Change+12,241
Value$467.1K
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares11,889 from 11,889
Change0 (0%)
Value$456.7K (+$3.9K)
Filed 2026-10-30
Vestia Personal Wealth Advisors
UNCHANGED
Shares10,598 from 10,598
Change0 (0%)
Value$407.1K (+$3.5K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares10,347 from 10,872
Change-525 (-5%)
Value$397.4K (-$16.6K)
Filed 2026-10-15
Opus Financial Solutions LLC
DECREASED
Shares9,851 from 10,486
Change-635 (-6%)
Value$378.4K (-$20.9K)
Filed 2026-11-06
Straight Path Wealth Management
INCREASED
Shares9,060 from 7,297
Change+1,763 (+24%)
Value$348.0K (+$70.1K)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares8,654 from 8,654
Change0 (0%)
Value$332.4K (+$2.9K)
Filed 2026-10-23
Advisor OS, LLC
DECREASED
Shares8,599 from 10,021
Change-1,422 (-14%)
Value$330.3K (-$51.3K)
Filed 2026-11-03
Kathmere Capital Management, LLC
UNCHANGED
Shares7,631 from 7,631
Change0 (0%)
Value$293.1K (+$2.5K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares7,289 from 12,680
Change-5,391 (-43%)
Value$280.0K (-$202.9K)
Filed 2026-10-23
Jacobi Capital Management LLC
UNCHANGED
Shares6,987 from 6,987
Change0 (0%)
Value$268.4K (+$2.3K)
Filed 2026-11-05
Compass Ion Advisors, LLC
DECREASED
Shares6,892 from 7,300
Change-408 (-6%)
Value$264.7K (-$13.3K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares6,499 from 6,338
Change+161 (+3%)
Value$249.6K (+$8.3K)
Filed 2026-10-08
James T. Borello RIA
UNCHANGED
Shares5,935 from 5,935
Change0 (0%)
Value$228.0K (+$2.0K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares5,857 from 5,957
Change-100 (-2%)
Value$225.0K (-$1.9K)
Filed 2026-11-04
BCS Wealth Management
INCREASED
Shares5,808 from 5,776
Change+32 (+1%)
Value$223.1K (+$3.1K)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares5,736 from 5,736
Change0 (0%)
Value$220.3K (+$1.9K)
Filed 2026-10-08
WealthPLAN Partners, LLC
NEW
Shares5,713
Change+5,713
Value$219.4K
Filed 2026-10-15
Ascent Group, LLC
UNCHANGED
Shares5,666 from 5,666
Change0 (0%)
Value$217.6K (+$1.9K)
Filed 2026-10-30
Todd Wealth Management, LLC
DECREASED
Shares5,479 from 6,283
Change-804 (-13%)
Value$210.4K (-$28.8K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED
Shares5,436 from 5,436
Change0 (0%)
Value$208.8K (+$1.8K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$178.6K (+$1.5K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,286 from 4,286
Change0 (0%)
Value$164.6K (+$1.4K)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares3,230 from 3,230
Change0 (0%)
Value$124.1K (+$1.1K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$57.6K (+$495)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$53.8K (+$462)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares1,030 from 1,303
Change-273 (-21%)
Value$39.6K (-$10.1K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares1,004 from 1,054
Change-50 (-5%)
Value$38.6K (-$1.6K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares934 from 195
Change+739 (+379%)
Value$35.9K (+$28.4K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$26.2K (+$225)
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares371
Change+371
Value$14.3K
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.8K (+$33)
Filed 2026-11-04
PFG Advisors
CLOSED
Shares0 from 44,527
Change-44,527 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-16
Cypress Financial Planning LLC
CLOSED
Shares0 from 7,146
Change-7,146 (-100%)
Value$0 (-$272.1K)
Filed 2026-10-09
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-21
Compass Advisory Group LLC
N/A
Shares— from 845,513
Change-845,513 (-100%)
Value—
Blair William & Co
N/A
Shares— from 311,570
Change-311,570 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 157,147
Change-157,147 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 105,814
Change-105,814 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,192
Change-101,192 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 82,524
Change-82,524 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 71,544
Change-71,544 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 58,977
Change-58,977 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 51,059
Change-51,059 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 37,331
Change-37,331 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 36,340
Change-36,340 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 31,885
Change-31,885 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,378
Change-31,378 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,424
Change-27,424 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,643
Change-24,643 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 21,364
Change-21,364 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,085
Change-18,085 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,949
Change-17,949 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,278
Change-13,278 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 13,136
Change-13,136 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,267
Change-12,267 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 7,877
Change-7,877 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 290
Change-290 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 82
Change-82 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
Allworth Financial LP
INCREASED689,658665,968+23,690+4%$25.4M$26.3M+$902.1K2026-11-06
Long Island Wealth Management, Inc.
INCREASED527,571515,972+11,599+2%$19.6M$20.3M+$615.8K2026-10-20
Commonwealth Equity Services, LLC
DECREASED174,193188,091-13,898-7%$7.2M$6.7M-$471.7K2026-11-02
BIP Wealth, LLC
DECREASED136,602137,378-776-1%$5.2M$5.2M+$15.5K2026-10-22
Cornerstone Wealth, LLC
DECREASED128,897129,197-3000%$4.9M$4.9M-$23.9K2026-10-28
AdvisorNet Financial, Inc
UNCHANGED110,939110,93900%$4.2M$4.2M+$13.0K2026-10-15
US Bancorp \de\
DECREASED83,313115,514-32,201-28%$4.4M$3.2M-$1.2M2026-11-05
LPL Financial LLC
INCREASED78,22973,936+4,293+6%$2.8M$3.0M+$189.3K2026-11-06
BFI Wealth Solutions, LLC
DECREASED78,21779,010-793-1%$3.0M$3.0M-$4.4K2026-10-16
Independent Financial Group, LLC
DECREASED72,83073,010-1800%$2.8M$2.8M+$17.2K2026-10-13
Global Strategic Investment Solutions, LLC
UNCHANGED55,73455,73400%$2.1M$2.1M+$18.4K2026-10-16
Hofer & Associates. Inc
NEW54,126—+54,126——$2.1M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED54,126108,402-54,276-50%$4.1M$2.1M-$2.0M2026-10-14
My Personal CFO, LLC
DECREASED51,62956,629-5,000-9%$2.2M$2.0M-$173.4K2026-10-14
Signal Advisors Wealth, LLC
INCREASED51,14151,059+82+0%$1.9M$2.0M+$20.0K2026-10-13
Kestra Advisory Services, LLC
INCREASED50,90441,937+8,967+21%$1.6M$2.0M+$358.3K2026-11-02
Advus Financial Partners, LLC
DECREASED49,95751,020-1,063-2%$1.9M$1.9M-$24.0K2026-10-20
Triad Wealth Partners, LLC
INCREASED47,16542,968+4,197+10%$1.7M$1.8M+$152.5K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED43,87936,255+7,624+21%$1.4M$1.2M-$175.9K2026-10-13
IFP Advisors, Inc
UNCHANGED42,93742,93700%$1.6M$1.6M+$14.2K2026-10-16
Corrado Advisors, LLC
DECREASED38,53138,943-412-1%$1.5M$1.5M-$3.0K2026-10-27
Founders Financial Securities LLC
INCREASED36,49531,285+5,210+17%$1.2M$1.4M+$210.4K2026-10-28
Diligent Investors, LLC
DECREASED34,79434,797-30%$1.3M$1.3M+$11.4K2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED34,54434,596-520%$1.3M$1.3M+$9.4K2026-10-23
Creative Planning
DECREASED30,59733,179-2,582-8%$1.3M$1.2M-$88.2K2026-11-02
Americana Partners, LLC
DECREASED23,79324,614-821-3%$937.3K$913.9K-$23.4K2026-10-28
Retirement Guys Formula LLC
DECREASED22,89025,938-3,048-12%$987.7K$879.2K-$108.5K2026-10-26
Cypress Wealth Services, LLC
UNCHANGED21,27421,27400%$810.1K$819.0K+$8.9K2026-10-21
Truist Financial Corp
DECREASED21,00429,573-8,569-29%$1.1M$806.8K-$319.4K2026-10-30
HFG Wealth Management, LLC
UNCHANGED18,37918,37900%$699.9K$699.9K$02026-10-16
NewCorp Financial Services, Inc.
UNCHANGED17,55017,55000%$668.3K$674.1K+$5.8K2026-10-14
Gill Capital Partners, LLC
DECREASED14,58614,846-260-2%$565.3K$560.2K-$5.1K2026-10-13
PFS Partners, LLC
UNCHANGED13,96413,96400%$531.7K$536.4K+$4.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED12,96613,599-633-5%$518.0K$498.0K-$20.0K2026-11-02
NorthCrest Asset Manangement, LLC
NEW12,241—+12,241——$467.1K—2026-10-13
Smallwood Wealth Investment Management, LLC
UNCHANGED11,88911,88900%$452.7K$456.7K+$3.9K2026-10-30
Vestia Personal Wealth Advisors
UNCHANGED10,59810,59800%$403.6K$407.1K+$3.5K2026-10-20
WealthPlan Investment Management, LLC
DECREASED10,34710,872-525-5%$414.0K$397.4K-$16.6K2026-10-15
Opus Financial Solutions LLC
DECREASED9,85110,486-635-6%$399.3K$378.4K-$20.9K2026-11-06
Straight Path Wealth Management
INCREASED9,0607,297+1,763+24%$277.9K$348.0K+$70.1K2026-10-23
Signaturefd, LLC
UNCHANGED8,6548,65400%$329.5K$332.4K+$2.9K2026-10-23
Advisor OS, LLC
DECREASED8,59910,021-1,422-14%$381.6K$330.3K-$51.3K2026-11-03
Kathmere Capital Management, LLC
UNCHANGED7,6317,63100%$290.6K$293.1K+$2.5K2026-10-20
Simplicity Wealth,LLC
DECREASED7,28912,680-5,391-43%$482.9K$280.0K-$202.9K2026-10-23
Jacobi Capital Management LLC
UNCHANGED6,9876,98700%$266.1K$268.4K+$2.3K2026-11-05
Compass Ion Advisors, LLC
DECREASED6,8927,300-408-6%$278.0K$264.7K-$13.3K2026-10-23
First Heartland Consultants, Inc.
INCREASED6,4996,338+161+3%$241.4K$249.6K+$8.3K2026-10-08
James T. Borello RIA
UNCHANGED5,9355,93500%$226.0K$228.0K+$2.0K2026-10-16
Visionary Wealth Advisors
DECREASED5,8575,957-100-2%$226.8K$225.0K-$1.9K2026-11-04
BCS Wealth Management
INCREASED5,8085,776+32+1%$220.0K$223.1K+$3.1K2026-11-03
CoreCap Advisors, LLC
UNCHANGED5,7365,73600%$218.4K$220.3K+$1.9K2026-10-08
WealthPLAN Partners, LLC
NEW5,713—+5,713——$219.4K—2026-10-15
Ascent Group, LLC
UNCHANGED5,6665,66600%$215.8K$217.6K+$1.9K2026-10-30
Todd Wealth Management, LLC
DECREASED5,4796,283-804-13%$239.3K$210.4K-$28.8K2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED5,4365,43600%$207.0K$208.8K+$1.8K2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED4,6494,64900%$177.0K$178.6K+$1.5K2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED4,2864,28600%$163.2K$164.6K+$1.4K2026-11-06
Lanark Financial, Inc.
UNCHANGED3,2303,23000%$123.0K$124.1K+$1.1K2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED1,5001,50000%$57.1K$57.6K+$4952026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED1,4001,40000%$53.3K$53.8K+$4622026-10-20
Farther Finance Advisors, LLC
DECREASED1,0301,303-273-21%$49.6K$39.6K-$10.1K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED1,0041,054-50-5%$40.1K$38.6K-$1.6K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED934195+739+379%$7.4K$35.9K+$28.4K2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED68168100%$25.9K$26.2K+$2252026-10-30
William Mack & Associates, Inc.
NEW371—+371——$14.3K—2026-10-27
Creative Financial Designs Inc
UNCHANGED10010000%$3.8K$3.8K+$332026-11-04
PFG Advisors
CLOSED044,527-44,527-100%$1.7M$0-$1.7M2026-10-16
Cypress Financial Planning LLC
CLOSED07,146-7,146-100%$272.1K$0-$272.1K2026-10-09
Cardinal Point Capital Management ULC
CLOSED06,100-6,100-100%$232.3K$0-$232.3K2026-10-21
Compass Advisory Group LLC
N/A—845,513-845,513-100%$32.2M———
Blair William & Co
N/A—311,570-311,570-100%$11.9M———
Osaic Holdings, Inc.
N/A—157,147-157,147-100%$6.0M———
Cetera Investment Advisers
N/A—105,814-105,814-100%$4.0M———
HighTower Advisors, LLC
N/A—101,192-101,192-100%$3.9M———
JDM Financial Group LLC
N/A—82,524-82,524-100%$3.1M———
Envestnet Asset Management Inc
N/A—71,544-71,544-100%$2.7M———
WPWealth LLP
N/A—58,977-58,977-100%$2.2M———
Talon Private Wealth, LLC
N/A—51,059-51,059-100%$1.9M———
Wealth Alliance, LLC
N/A—37,331-37,331-100%$1.4M———
Benjamin Edwards Inc
N/A—36,340-36,340-100%$1.4M———
AssuredPartners Investment Advisors, LLC
N/A—31,885-31,885-100%$1.2M———
Susquehanna International Group, LLP
N/A—31,378-31,378-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—27,424-27,424-100%$1.0M———
World Investment Advisors
N/A—24,643-24,643-100%$936.8K———
First Commonwealth Financial Corp
N/A—23,400-23,400-100%$891.1K———
Berger Financial Group, Inc
N/A—21,364-21,364-100%$813.5K———
Private Advisor Group, LLC
N/A—18,085-18,085-100%$688.7K———
NewEdge Advisors, LLC
N/A—17,949-17,949-100%$683.5K———
Ausdal Financial Partners, Inc.
N/A—13,278-13,278-100%$505.6K———
Wealthgarden F.S. LLC
N/A—13,136-13,136-100%$500.2K———
Janney Montgomery Scott LLC
N/A—12,498-12,498-100%$476.0K———
Main Street Financial Solutions, LLC
N/A—12,267-12,267-100%$467.1K———
Vantage Point Financial LLC
N/A—11,929-11,929-100%$454.3K———
Foundations Investment Advisors, LLC
N/A—10,597-10,597-100%$403.5K———
Focus Partners Wealth
N/A—10,483-10,483-100%$399.2K———
SageView Advisory Group, LLC
N/A—10,007-10,007-100%$381.1K———
Snowden Capital Advisors LLC
N/A—9,516-9,516-100%$362.4K———
Rothschild Wealth LLC
N/A—9,405-9,405-100%$358.1K———
Tradition Wealth Management, LLC
N/A—8,833-8,833-100%$336.4K———
Stratos Wealth Advisors, LLC
N/A—7,957-7,957-100%$303.0K———
Bcgm Wealth Management, LLC
N/A—7,877-7,877-100%$300.0K———
MML Investors Services, LLC
N/A—5,547-5,547-100%$211.2K———
AE Wealth Management LLC
N/A—3,948-3,948-100%$150.3K———
Harbour Investments, Inc.
N/A—3,326-3,326-100%$126.7K———
Fiduciary Financial Advisors
N/A—2,562-2,562-100%$97.6K———
Bank of Montreal
N/A—1,600-1,600-100%$60.9K———
Steward Partners Investment Advisory, LLC
N/A—1,070-1,070-100%$40.7K———
BFC Planning, Inc.
N/A—301-301-100%$11.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—301-301-100%$11.5K———
Morgan Stanley
N/A—290-290-100%$11.0K———
IFG Advisory, LLC
N/A—177-177-100%$6.7K———
Northwestern Mutual Wealth Management Co
N/A—82-82-100%$3.1K———
Aptus Capital Advisors, LLC
N/A—45-45-100%$1.7K———
Showing 113 of 113 institutions