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Innovator U.S. Equity Ultra (UDEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares318,931 from 328,134
Change-9,203 (-3%)
Value$13.7M (-$19.2K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares299,303 from 314,144
Change-14,841 (-5%)
Value$12.8M (-$276.7K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares167,543 from 155,556
Change+11,987 (+8%)
Value$7.2M (+$691.0K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares162,010 from 180,440
Change-18,430 (-10%)
Value$6.9M (-$583.1K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares107,972 from 126,112
Change-18,140 (-14%)
Value$4.7M (-$601.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares89,715 from 101,861
Change-12,146 (-12%)
Value$3.8M (-$403.8K)
Filed 2026-11-02
KFG Wealth Management, LLC
DECREASED
Shares88,894 from 99,124
Change-10,230 (-10%)
Value$3.8M (-$324.8K)
Filed 2026-10-16
Central Valley Advisors, LLC
DECREASED
Shares88,147 from 88,897
Change-750 (-1%)
Value$3.8M (+$69.4K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares85,599 from 54,164
Change+31,435 (+58%)
Value$3.7M (+$1.4M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,645 from 73,484
Change-839 (-1%)
Value$3.1M (+$48.0K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares71,244 from 71,935
Change-691 (-1%)
Value$3.1M (+$52.6K)
Filed 2026-10-22
Milestone Asset Management, LLC
DECREASED
Shares69,810 from 72,820
Change-3,010 (-4%)
Value$3.0M (-$45.7K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
NEW
Shares64,587
Change+64,587
Value$2.8M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares60,605 from 64,538
Change-3,933 (-6%)
Value$2.6M (-$94.9K)
Filed 2026-10-30
IMG Wealth Management, Inc.
DECREASED
Shares50,504 from 53,547
Change-3,043 (-6%)
Value$2.2M (-$69.1K)
Filed 2026-10-27
Trek Financial, LLC
DECREASED
Shares49,705 from 78,712
Change-29,007 (-37%)
Value$2.1M (-$1.2M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares49,650 from 57,463
Change-7,813 (-14%)
Value$2.1M (-$268.9K)
Filed 2026-10-30
Strategic Blueprint, LLC
UNCHANGED
Shares44,260 from 44,260
Change0 (0%)
Value$1.9M (+$50.6K)
Filed 2026-10-22
Virtue Capital Management, LLC
DECREASED
Shares42,464 from 42,628
Change-164 (0%)
Value$1.8M (+$41.7K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
DECREASED
Shares39,451 from 49,201
Change-9,750 (-20%)
Value$1.7M (-$361.3K)
Filed 2026-10-15
Castle Rock Wealth Management, LLC
DECREASED
Shares36,268 from 37,195
Change-927 (-2%)
Value$1.6M (+$14.7K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
NEW
Shares36,092
Change+36,092
Value$1.6M
Filed 2026-10-13
Money Concepts Capital Corp
DECREASED
Shares22,699 from 26,661
Change-3,962 (-15%)
Value$972.0K (-$139.2K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
DECREASED
Shares19,786 from 22,702
Change-2,916 (-13%)
Value$847.3K (-$98.9K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares18,575 from 20,206
Change-1,631 (-8%)
Value$795.4K (-$46.8K)
Filed 2026-10-16
Lantz Financial LLC
UNCHANGED
Shares18,165 from 18,165
Change0 (0%)
Value$777.9K (+$20.8K)
Filed 2026-10-15
TrustBank
UNCHANGED
Shares16,900 from 16,900
Change0 (0%)
Value$723.7K (+$19.3K)
Filed 2026-10-20
Old Port Advisors
UNCHANGED
Shares16,875 from 16,875
Change0 (0%)
Value$722.6K (+$19.3K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares15,631 from 14,084
Change+1,547 (+11%)
Value$669.4K (+$82.3K)
Filed 2026-10-21
WealthPLAN Partners, LLC
DECREASED
Shares15,436 from 16,042
Change-606 (-4%)
Value$661.0K (-$7.6K)
Filed 2026-10-15
Diversify Wealth Management, LLC
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$643.1K (+$21.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$643.1K (+$21.2K)
Filed 2026-10-20
Advus Financial Partners, LLC
UNCHANGED
Shares13,085 from 13,085
Change0 (0%)
Value$560.3K (+$14.9K)
Filed 2026-10-20
Creative Planning
UNCHANGED
Shares12,125 from 12,125
Change0 (0%)
Value$519.2K (+$13.9K)
Filed 2026-11-02
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$475.3K (+$12.7K)
Filed 2026-10-07
NWF Advisory Services Inc.
DECREASED
Shares10,972 from 12,729
Change-1,757 (-14%)
Value$469.8K (-$60.7K)
Filed 2026-10-19
Blue Trust, Inc.
UNCHANGED
Shares10,950 from 10,950
Change0 (0%)
Value$468.9K (+$12.5K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares10,800
Change+10,800
Value$462.5K
Filed 2026-10-28
Sigma Planning Corp
UNCHANGED
Shares10,001 from 10,001
Change0 (0%)
Value$428.3K (+$11.4K)
Filed 2026-10-23
William Mack & Associates, Inc.
UNCHANGED
Shares9,223 from 9,223
Change0 (0%)
Value$395.0K (+$10.5K)
Filed 2026-10-27
NewCorp Financial Services, Inc.
DECREASED
Shares9,021 from 10,679
Change-1,658 (-16%)
Value$386.3K (-$58.8K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares8,287 from 8,729
Change-442 (-5%)
Value$354.9K (-$9.0K)
Filed 2026-10-08
Redwood Family Wealth LLC
DECREASED
Shares8,264 from 9,264
Change-1,000 (-11%)
Value$353.9K (-$32.2K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
UNCHANGED
Shares7,857 from 7,857
Change0 (0%)
Value$336.5K (+$9.0K)
Filed 2026-11-02
Todd Wealth Management, LLC
UNCHANGED
Shares7,755 from 7,755
Change0 (0%)
Value$332.1K (+$8.9K)
Filed 2026-10-19
Signature Equity Partners, LLC
UNCHANGED
Shares7,515 from 7,515
Change0 (0%)
Value$321.8K (+$8.6K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares7,350 from 7,850
Change-500 (-6%)
Value$314.7K (-$12.4K)
Filed 2026-11-06
O'Connor Financial Group LLC
DECREASED
Shares7,100 from 7,232
Change-132 (-2%)
Value$304.0K (+$2.6K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares6,679 from 6,679
Change0 (0%)
Value$286.0K (+$7.6K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares5,807 from 7,267
Change-1,460 (-20%)
Value$249 (-$302.8K)
Filed 2026-10-22
Kellett Wealth Advisors, LLC
DECREASED
Shares5,699 from 6,097
Change-398 (-7%)
Value$244.0K (-$10.1K)
Filed 2026-10-15
FC Advisory LLC
UNCHANGED
Shares5,489 from 5,489
Change0 (0%)
Value$235.1K (+$6.3K)
Filed 2026-10-05
MY Wealth Management Inc.
UNCHANGED
Shares5,272 from 5,272
Change0 (0%)
Value$225.8K (+$6.0K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$223.1K (+$6.0K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares5,146 from 5,866
Change-720 (-12%)
Value$220.4K (-$24.1K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,882 from 4,907
Change-25 (-1%)
Value$209.1K (+$4.5K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares4,845
Change+4,845
Value$207.0K
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares4,780
Change+4,780
Value$204.7K
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$194.8K (+$5.2K)
Filed 2026-10-20
Noble Wealth Management PBC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$85.6K (+$2.3K)
Filed 2026-10-01
Triumph Capital Management
DECREASED
Shares1,602 from 3,483
Change-1,881 (-54%)
Value$68.6K (-$76.6K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$62.4K (+$1.7K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares511 from 1,889
Change-1,378 (-73%)
Value$21.9K (-$56.9K)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$18.5K (+$492)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.8K (+$343)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares296
Change+296
Value$12.7K
Filed 2026-10-14
PFG Advisors
CLOSED
Shares0 from 12,922
Change-12,922 (-100%)
Value$0 (-$538.6K)
Filed 2026-10-16
Summit Asset Management, LLC
CLOSED
Shares0 from 9,570
Change-9,570 (-100%)
Value$0 (-$398.9K)
Filed 2026-11-05
Clearstead Advisors, LLC
CLOSED
Shares0 from 8,291
Change-8,291 (-100%)
Value$0 (-$345.6K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$66.7K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-03
Compass Financial Management LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-30
Barclays PLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$42)
Filed 2026-11-06
Legacy Capital Wealth Management, LLC
N/A
Shares— from 241,913
Change-241,913 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 212,240
Change-212,240 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 207,415
Change-207,415 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 162,403
Change-162,403 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 137,623
Change-137,623 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 83,354
Change-83,354 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 62,745
Change-62,745 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 49,022
Change-49,022 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 41,908
Change-41,908 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 38,904
Change-38,904 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,106
Change-37,106 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,630
Change-33,630 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,310
Change-32,310 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,137
Change-32,137 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 29,567
Change-29,567 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 28,230
Change-28,230 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 25,569
Change-25,569 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,661
Change-24,661 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,834
Change-21,834 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,228
Change-19,228 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 18,531
Change-18,531 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 17,695
Change-17,695 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 16,016
Change-16,016 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,810
Change-14,810 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,084
Change-14,084 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,371
Change-11,371 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,143
Change-10,143 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,368
Change-8,368 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 557
Change-557 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED318,931328,134-9,203-3%$13.7M$13.7M-$19.2K2026-11-02
Brookstone Capital Management
DECREASED299,303314,144-14,841-5%$13.1M$12.8M-$276.7K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED167,543155,556+11,987+8%$6.5M$7.2M+$691.0K2026-10-14
Tounjian Advisory Partners, LLC
DECREASED162,010180,440-18,430-10%$7.5M$6.9M-$583.1K2026-11-04
Sovran Advisors, LLC
DECREASED107,972126,112-18,140-14%$5.3M$4.7M-$601.0K2026-11-02
Kestra Advisory Services, LLC
DECREASED89,715101,861-12,146-12%$4.2M$3.8M-$403.8K2026-11-02
KFG Wealth Management, LLC
DECREASED88,89499,124-10,230-10%$4.1M$3.8M-$324.8K2026-10-16
Central Valley Advisors, LLC
DECREASED88,14788,897-750-1%$3.7M$3.8M+$69.4K2026-10-27
LPL Financial LLC
INCREASED85,59954,164+31,435+58%$2.3M$3.7M+$1.4M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED72,64573,484-839-1%$3.1M$3.1M+$48.0K2026-11-02
MBL Wealth, LLC
DECREASED71,24471,935-691-1%$3.0M$3.1M+$52.6K2026-10-22
Milestone Asset Management, LLC
DECREASED69,81072,820-3,010-4%$3.0M$3.0M-$45.7K2026-10-15
Concurrent Investment Advisors, LLC
NEW64,587—+64,587——$2.8M—2026-10-16
Spire Wealth Management
DECREASED60,60564,538-3,933-6%$2.7M$2.6M-$94.9K2026-10-30
IMG Wealth Management, Inc.
DECREASED50,50453,547-3,043-6%$2.2M$2.2M-$69.1K2026-10-27
Trek Financial, LLC
DECREASED49,70578,712-29,007-37%$3.3M$2.1M-$1.2M2026-10-29
Truist Financial Corp
DECREASED49,65057,463-7,813-14%$2.4M$2.1M-$268.9K2026-10-30
Strategic Blueprint, LLC
UNCHANGED44,26044,26000%$1.8M$1.9M+$50.6K2026-10-22
Virtue Capital Management, LLC
DECREASED42,46442,628-1640%$1.8M$1.8M+$41.7K2026-10-29
WealthPlan Investment Management, LLC
DECREASED39,45149,201-9,750-20%$2.1M$1.7M-$361.3K2026-10-15
Castle Rock Wealth Management, LLC
DECREASED36,26837,195-927-2%$1.6M$1.6M+$14.7K2026-10-09
Wealth Enhancement Advisory Services, LLC
NEW36,092—+36,092——$1.6M—2026-10-13
Money Concepts Capital Corp
DECREASED22,69926,661-3,962-15%$1.1M$972.0K-$139.2K2026-11-06
Fiduciary Financial Group, LLC
DECREASED19,78622,702-2,916-13%$946.2K$847.3K-$98.9K2026-10-13
SteelPeak Wealth, LLC
DECREASED18,57520,206-1,631-8%$842.2K$795.4K-$46.8K2026-10-16
Lantz Financial LLC
UNCHANGED18,16518,16500%$757.1K$777.9K+$20.8K2026-10-15
TrustBank
UNCHANGED16,90016,90000%$704.4K$723.7K+$19.3K2026-10-20
Old Port Advisors
UNCHANGED16,87516,87500%$703.4K$722.6K+$19.3K2026-10-23
Axxcess Wealth Management, LLC
INCREASED15,63114,084+1,547+11%$587.0K$669.4K+$82.3K2026-10-21
WealthPLAN Partners, LLC
DECREASED15,43616,042-606-4%$668.6K$661.0K-$7.6K2026-10-15
Diversify Wealth Management, LLC
UNCHANGED14,90014,90000%$621.9K$643.1K+$21.2K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED14,90014,90000%$621.9K$643.1K+$21.2K2026-10-20
Advus Financial Partners, LLC
UNCHANGED13,08513,08500%$545.4K$560.3K+$14.9K2026-10-20
Creative Planning
UNCHANGED12,12512,12500%$505.4K$519.2K+$13.9K2026-11-02
Family Legacy Financial Solutions, LLC
UNCHANGED11,10011,10000%$462.6K$475.3K+$12.7K2026-10-07
NWF Advisory Services Inc.
DECREASED10,97212,729-1,757-14%$530.5K$469.8K-$60.7K2026-10-19
Blue Trust, Inc.
UNCHANGED10,95010,95000%$456.4K$468.9K+$12.5K2026-10-15
Partners Wealth Management, LLC
NEW10,800—+10,800——$462.5K—2026-10-28
Sigma Planning Corp
UNCHANGED10,00110,00100%$416.8K$428.3K+$11.4K2026-10-23
William Mack & Associates, Inc.
UNCHANGED9,2239,22300%$384.4K$395.0K+$10.5K2026-10-27
NewCorp Financial Services, Inc.
DECREASED9,02110,679-1,658-16%$445.1K$386.3K-$58.8K2026-10-14
First Heartland Consultants, Inc.
DECREASED8,2878,729-442-5%$363.8K$354.9K-$9.0K2026-10-08
Redwood Family Wealth LLC
DECREASED8,2649,264-1,000-11%$386.1K$353.9K-$32.2K2026-10-20
Cornerstone Wealth Group, LLC
UNCHANGED7,8577,85700%$327.5K$336.5K+$9.0K2026-11-02
Todd Wealth Management, LLC
UNCHANGED7,7557,75500%$323.2K$332.1K+$8.9K2026-10-19
Signature Equity Partners, LLC
UNCHANGED7,5157,51500%$313.2K$321.8K+$8.6K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED7,3507,850-500-6%$327.2K$314.7K-$12.4K2026-11-06
O'Connor Financial Group LLC
DECREASED7,1007,232-132-2%$301.4K$304.0K+$2.6K2026-10-26
Bright Futures Wealth Management, Llc.
UNCHANGED6,6796,67900%$278.4K$286.0K+$7.6K2026-10-23
Wedbush Securities Inc
DECREASED5,8077,267-1,460-20%$303.0K$249-$302.8K2026-10-22
Kellett Wealth Advisors, LLC
DECREASED5,6996,097-398-7%$254.1K$244.0K-$10.1K2026-10-15
FC Advisory LLC
UNCHANGED5,4895,48900%$228.8K$235.1K+$6.3K2026-10-05
MY Wealth Management Inc.
UNCHANGED5,2725,27200%$219.7K$225.8K+$6.0K2026-10-21
Archer Investment Corp
UNCHANGED5,2115,21100%$217.2K$223.1K+$6.0K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED5,1465,866-720-12%$244.5K$220.4K-$24.1K2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED4,8824,907-25-1%$204.5K$209.1K+$4.5K2026-10-23
M Holdings Securities, Inc.
NEW4,845—+4,845——$207.0K—2026-11-03
Simplicity Wealth,LLC
NEW4,780—+4,780——$204.7K—2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED4,5504,55000%$189.6K$194.8K+$5.2K2026-10-20
Noble Wealth Management PBC
UNCHANGED2,0002,00000%$83.4K$85.6K+$2.3K2026-10-01
Triumph Capital Management
DECREASED1,6023,483-1,881-54%$145.2K$68.6K-$76.6K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED1,4581,45800%$60.8K$62.4K+$1.7K2026-10-13
IFP Advisors, Inc
DECREASED5111,889-1,378-73%$78.7K$21.9K-$56.9K2026-10-16
Assetmark, Inc
UNCHANGED43143100%$18.0K$18.5K+$4922026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED30030000%$12.5K$12.8K+$3432026-11-04
IFS Advisors, LLC
NEW296—+296——$12.7K—2026-10-14
PFG Advisors
CLOSED012,922-12,922-100%$538.6K$0-$538.6K2026-10-16
Summit Asset Management, LLC
CLOSED09,570-9,570-100%$398.9K$0-$398.9K2026-11-05
Clearstead Advisors, LLC
CLOSED08,291-8,291-100%$345.6K$0-$345.6K2026-11-06
Bullseye Investment Management, LLC
CLOSED01,600-1,600-100%$66.7K$0-$66.7K2026-10-29
Ashton Thomas Private Wealth, LLC
CLOSED0306-306-100%$12.8K$0-$12.8K2026-11-03
Compass Financial Management LLC
CLOSED0123-123-100%$5.1K$0-$5.1K2026-10-30
Barclays PLC
CLOSED01-1-100%$42$0-$422026-11-06
Legacy Capital Wealth Management, LLC
N/A—241,913-241,913-100%$10.1M———
Raymond James Financial Inc
N/A—212,240-212,240-100%$8.8M———
Osaic Holdings, Inc.
N/A—207,415-207,415-100%$8.6M———
Envestnet Asset Management Inc
N/A—162,403-162,403-100%$6.8M———
Foundations Investment Advisors, LLC
N/A—137,623-137,623-100%$5.7M———
Berger Financial Group, Inc
N/A—83,354-83,354-100%$3.5M———
Cetera Investment Advisers
N/A—62,745-62,745-100%$2.6M———
HighTower Advisors, LLC
N/A—49,022-49,022-100%$2.0M———
Advisory Services Network, LLC
N/A—41,908-41,908-100%$1.7M———
AssuredPartners Investment Advisors, LLC
N/A—38,904-38,904-100%$1.6M———
MML Investors Services, LLC
N/A—37,106-37,106-100%$1.5M———
Captrust Financial Advisors
N/A—33,630-33,630-100%$1.4M———
Citadel Advisors LLC
N/A—32,310-32,310-100%$1.3M———
Susquehanna International Group, LLP
N/A—32,137-32,137-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—29,567-29,567-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—28,230-28,230-100%$1.2M———
Sonoma Allocations LLC
N/A—25,569-25,569-100%$1.1M———
Octavia Wealth Advisors, LLC
N/A—25,364-25,364-100%$1.1M———
Arete Wealth Advisors, LLC
N/A—24,661-24,661-100%$1.0M———
Old Mission Capital LLC
N/A—21,834-21,834-100%$910.0K———
AE Wealth Management LLC
N/A—19,228-19,228-100%$801.4K———
Lakeridge Wealth Management LLC
N/A—18,531-18,531-100%$772.4K———
WealthShield Partners, LLC
N/A—17,695-17,695-100%$737.5K———
Bravias Capital Group, LLC
N/A—16,016-16,016-100%$667.5K———
NewEdge Advisors, LLC
N/A—14,810-14,810-100%$617.3K———
Garden State Investment Advisory Services LLC
N/A—14,186-14,186-100%$591.3K———
Quantinno Capital Management LP
N/A—14,084-14,084-100%$587.0K———
Kingsview Wealth Management, LLC
N/A—13,806-13,806-100%$575.4K———
HRT Financial LP
N/A—12,135-12,135-100%$505.0K———
Cerity Partners LLC
N/A—12,083-12,083-100%$503.6K———
SageView Advisory Group, LLC
N/A—11,371-11,371-100%$473.9K———
Harbour Investments, Inc.
N/A—10,589-10,589-100%$441.4K———
Coppell Advisory Solutions LLC
N/A—10,143-10,143-100%$41.8K———
Stratos Wealth Advisors, LLC
N/A—10,000-10,000-100%$416.8K———
Compass Advisory Group LLC
N/A—9,200-9,200-100%$383.5K———
Bank of America Corp
N/A—8,368-8,368-100%$348.8K———
Steward Partners Investment Advisory, LLC
N/A—8,246-8,246-100%$343.7K———
Centaurus Financial, Inc.
N/A—7,885-7,885-100%$329.0K———
Wealth Alliance, LLC
N/A—7,866-7,866-100%$327.9K———
Wood Tarver Financial Group, LLC
N/A—7,825-7,825-100%$326.0K———
WPWealth LLP
N/A—7,520-7,520-100%$313.4K———
WorthPointe, LLC
N/A—7,482-7,482-100%$311.8K———
Ausdal Financial Partners, Inc.
N/A—7,397-7,397-100%$308.3K———
Great Valley Advisor Group, Inc.
N/A—7,320-7,320-100%$305.0K———
RED Reef Advisors LLC
N/A—7,000-7,000-100%$291.8K———
Zacks Investment Management
N/A—6,627-6,627-100%$276.2K———
Madison Wealth Partners, Inc
N/A—6,627-6,627-100%$276.2K———
Belpointe Asset Management LLC
N/A—5,947-5,947-100%$247.9K———
MTM Financial Group, LLC
N/A—5,459-5,459-100%$227.5K———
Beacon Pointe Advisors, LLC
N/A—5,436-5,436-100%$226.6K———
Talon Private Wealth, LLC
N/A—5,421-5,421-100%$225.9K———
GWN Securities Inc.
N/A—5,224-5,224-100%$217.8K———
Betterment LLC
N/A—4,908-4,908-100%$205.0K———
Wells Fargo & Company
N/A—3,282-3,282-100%$136.8K———
JPMorgan Chase & Co
N/A—2,645-2,645-100%$109.9K———
Aptus Capital Advisors, LLC
N/A—2,400-2,400-100%$100.0K———
Rockefeller Capital Management L.P.
N/A—1,695-1,695-100%$70.6K———
Morgan Stanley
N/A—1,547-1,547-100%$64.5K———
Highland Investment Advisors LLC
N/A—1,326-1,326-100%$55.3K———
Regatta Research & Money Management
N/A—557-557-100%$23.2K———
BFC Planning, Inc.
N/A—200-200-100%$8.3K———
Keating Financial Advisory Services, Inc.
N/A—60-60-100%$2.5K———
Showing 135 of 135 institutions