IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator U.S. Equity Buffer (BDEC)

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
Shares151,576 from 189,736
Change-38,160 (-20%)
Value$8.3M (-$1.8M)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares83,581 from 86,848
Change-3,267 (-4%)
Value$4.6M (-$53.3K)
Filed 2026-10-22
My Personal CFO, LLC
DECREASED
Shares63,385 from 63,841
Change-456 (-1%)
Value$3.5M (+$67.2K)
Filed 2026-10-14
TopTier Wealth Management, LLC
DECREASED
Shares48,309 from 48,311
Change-2 (0%)
Value$2.6M (+$69.6K)
Filed 2026-10-16
Chris Bulman Inc
DECREASED
Shares43,068 from 44,641
Change-1,573 (-4%)
Value$2.4M (-$21.6K)
Filed 2026-10-20
NovaPoint Capital, LLC
DECREASED
Shares42,288 from 43,128
Change-840 (-2%)
Value$2.3M (+$16.3K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares39,308 from 38,711
Change+597 (+2%)
Value$2.1M (+$88.5K)
Filed 2026-11-06
Strategic Blueprint, LLC
DECREASED
Shares37,285 from 41,280
Change-3,995 (-10%)
Value$2.0M (-$158.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares35,460 from 36,028
Change-568 (-2%)
Value$1.9M (+$20.9K)
Filed 2026-11-02
Integral Investment Advisors, Inc.
UNCHANGED
Shares32,384 from 32,384
Change0 (0%)
Value$1.8M (+$46.7K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares32,181 from 33,014
Change-833 (-3%)
Value$1.8M (+$2.1K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares29,876 from 30,261
Change-385 (-1%)
Value$1.6M (+$23.0K)
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares27,670 from 31,495
Change-3,825 (-12%)
Value$1.5M (-$140.0K)
Filed 2026-10-13
BCS Wealth Management
DECREASED
Shares25,314 from 25,576
Change-262 (-1%)
Value$1.4M (+$22.6K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares25,164 from 25,864
Change-700 (-3%)
Value$1.4M (+$12.6K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
DECREASED
Shares24,683 from 28,498
Change-3,815 (-13%)
Value$1.3M (-$167.4K)
Filed 2026-10-15
Bullseye Investment Management, LLC
DECREASED
Shares24,521 from 24,577
Change-56 (0%)
Value$1.3M (+$32.4K)
Filed 2026-10-29
Lantz Financial LLC
DECREASED
Shares22,032 from 22,044
Change-12 (0%)
Value$1.2M (+$31.1K)
Filed 2026-10-15
Three Seasons Wealth, LLC
UNCHANGED
Shares13,275 from 13,275
Change0 (0%)
Value$725.4K (+$19.1K)
Filed 2026-11-03
Outlook Wealth Advisors, LLC
DECREASED
Shares13,069 from 13,105
Change-36 (0%)
Value$714.2K (+$16.9K)
Filed 2026-10-28
WealthPLAN Partners, LLC
DECREASED
Shares13,052 from 13,477
Change-425 (-3%)
Value$713.2K (-$3.8K)
Filed 2026-10-15
Milestone Asset Management, LLC
UNCHANGED
Shares12,748 from 12,748
Change0 (0%)
Value$696.6K (+$18.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
NEW
Shares12,539
Change+12,539
Value$685.2K
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares12,445 from 12,995
Change-550 (-4%)
Value$680.1K (-$11.3K)
Filed 2026-10-23
PCA Investment Advisory Services Inc.
DECREASED
Shares11,939 from 12,414
Change-475 (-4%)
Value$652.4K (-$8.1K)
Filed 2026-10-13
IMG Wealth Management, Inc.
DECREASED
Shares11,751 from 12,226
Change-475 (-4%)
Value$642.1K (-$8.3K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares10,956 from 11,093
Change-137 (-1%)
Value$598.7K (+$8.5K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares10,305 from 10,304
Change+1 (+0%)
Value$563.0K (+$14.9K)
Filed 2026-10-30
Archer Investment Corp
DECREASED
Shares10,287 from 10,572
Change-285 (-3%)
Value$562.1K (-$327)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,171 from 6,554
Change+3,617 (+55%)
Value$561.6K (+$210.3K)
Filed 2026-10-13
Beacon Financial Advisory LLC
UNCHANGED
Shares10,064 from 10,064
Change0 (0%)
Value$549.9K (+$14.5K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares9,719 from 9,869
Change-150 (-2%)
Value$531.1K (+$6.0K)
Filed 2026-10-23
Integrity Alliance, Llc.
UNCHANGED
Shares9,530 from 9,530
Change0 (0%)
Value$520.8K (+$13.7K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares9,436 from 9,456
Change-20 (0%)
Value$515.6K (+$12.5K)
Filed 2026-10-08
Weaver Consulting Group
DECREASED
Shares9,373 from 9,535
Change-162 (-2%)
Value$512.2K (+$4.9K)
Filed 2026-10-07
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$491.8K (+$13.0K)
Filed 2026-10-15
CRA Financial Services, LLC
UNCHANGED
Shares8,145 from 8,145
Change0 (0%)
Value$445.1K (+$11.7K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares7,827 from 7,827
Change0 (0%)
Value$427.7K (+$11.3K)
Filed 2026-11-02
Souders Financial Advisors
UNCHANGED
Shares7,525 from 7,525
Change0 (0%)
Value$411.2K (+$10.9K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares6,898 from 7,153
Change-255 (-4%)
Value$376.9K (-$3.6K)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares6,689 from 3,912
Change+2,777 (+71%)
Value$365.5K (+$157.4K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares6,596 from 6,281
Change+315 (+5%)
Value$360.4K (+$26.3K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares6,526 from 6,573
Change-47 (-1%)
Value$356.6K (+$6.9K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
DECREASED
Shares6,070 from 6,125
Change-55 (-1%)
Value$336.9K (+$11.0K)
Filed 2026-10-13
Wheelhouse Advisory Group LLC
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$329.0K (+$8.7K)
Filed 2026-10-20
Grantvest Financial Group LLC
DECREASED
Shares5,998 from 6,015
Change-17 (0%)
Value$327.8K (+$7.7K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares5,570 from 5,580
Change-10 (0%)
Value$304.4K (+$7.5K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares5,228 from 5,237
Change-9 (0%)
Value$285.7K (+$7.1K)
Filed 2026-10-14
Optimist Retirement Group LLC
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$282.6K (+$7.5K)
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares4,749 from 4,867
Change-118 (-2%)
Value$259.5K (+$571)
Filed 2026-11-03
Kathmere Capital Management, LLC
DECREASED
Shares4,540 from 4,544
Change-4 (0%)
Value$248.1K (+$6.3K)
Filed 2026-10-20
Commerce Advisors, LLC
DECREASED
Shares4,425 from 4,650
Change-225 (-5%)
Value$241.8K (-$5.6K)
Filed 2026-10-19
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$226.6K (+$6.0K)
Filed 2026-10-06
Seros Financial, LLC
UNCHANGED
Shares4,067 from 4,067
Change0 (0%)
Value$222.2K (+$5.9K)
Filed 2026-10-21
Blue Water Asset Management
DECREASED
Shares3,773 from 3,792
Change-19 (0%)
Value$206.2K (+$4.4K)
Filed 2026-11-04
Firestone Capital Management
NEW
Shares3,759
Change+3,759
Value$205.4K
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$140.5K (+$3.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$132.0K (+$3.5K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$119.1K (+$3.1K)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$93.6K (+$2.5K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$78.7K (+$2.1K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$55.7K (+$1.5K)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares600
Change+600
Value$32.8K
Filed 2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.2K (+$217)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$5.3K (+$140)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$4.0K (+$105)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares41
Change+41
Value$2.2K
Filed 2026-10-27
Lido Advisors, LLC
CLOSED
Shares0 from 93,163
Change-93,163 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 22,332
Change-22,332 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 7,152
Change-7,152 (-100%)
Value$0 (-$380.5K)
Filed 2026-10-16
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 5,548
Change-5,548 (-100%)
Value$0 (-$295.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$16.0K)
Filed 2026-10-15
Lanark Financial, Inc.
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-26
Penserra Capital Management LLC
N/A
Shares— from 497,431
Change-497,431 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 228,855
Change-228,855 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 186,007
Change-186,007 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 102,775
Change-102,775 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 95,795
Change-95,795 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 79,867
Change-79,867 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 72,147
Change-72,147 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 58,407
Change-58,407 (-100%)
Value—
Blair William & Co
N/A
Shares— from 55,742
Change-55,742 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 47,694
Change-47,694 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,118
Change-34,118 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 25,561
Change-25,561 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 24,227
Change-24,227 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 23,132
Change-23,132 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,689
Change-22,689 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 17,868
Change-17,868 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,219
Change-14,219 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,499
Change-10,499 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 8,555
Change-8,555 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Share Andrew L.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 797
Change-797 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 250
Change-250 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED151,576189,736-38,160-20%$10.1M$8.3M-$1.8M2026-11-02
Brookstone Capital Management
DECREASED83,58186,848-3,267-4%$4.6M$4.6M-$53.3K2026-10-22
My Personal CFO, LLC
DECREASED63,38563,841-456-1%$3.4M$3.5M+$67.2K2026-10-14
TopTier Wealth Management, LLC
DECREASED48,30948,311-20%$2.6M$2.6M+$69.6K2026-10-16
Chris Bulman Inc
DECREASED43,06844,641-1,573-4%$2.4M$2.4M-$21.6K2026-10-20
NovaPoint Capital, LLC
DECREASED42,28843,128-840-2%$2.3M$2.3M+$16.3K2026-10-22
LPL Financial LLC
INCREASED39,30838,711+597+2%$2.1M$2.1M+$88.5K2026-11-06
Strategic Blueprint, LLC
DECREASED37,28541,280-3,995-10%$2.2M$2.0M-$158.8K2026-10-22
Kestra Advisory Services, LLC
DECREASED35,46036,028-568-2%$1.9M$1.9M+$20.9K2026-11-02
Integral Investment Advisors, Inc.
UNCHANGED32,38432,38400%$1.7M$1.8M+$46.7K2026-11-03
Trek Financial, LLC
DECREASED32,18133,014-833-3%$1.8M$1.8M+$2.1K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED29,87630,261-385-1%$1.6M$1.6M+$23.0K2026-11-02
Krilogy Financial LLC
DECREASED27,67031,495-3,825-12%$1.7M$1.5M-$140.0K2026-10-13
BCS Wealth Management
DECREASED25,31425,576-262-1%$1.4M$1.4M+$22.6K2026-11-03
Global Assets Advisory, LLC
DECREASED25,16425,864-700-3%$1.4M$1.4M+$12.6K2026-10-28
WealthPlan Investment Management, LLC
DECREASED24,68328,498-3,815-13%$1.5M$1.3M-$167.4K2026-10-15
Bullseye Investment Management, LLC
DECREASED24,52124,577-560%$1.3M$1.3M+$32.4K2026-10-29
Lantz Financial LLC
DECREASED22,03222,044-120%$1.2M$1.2M+$31.1K2026-10-15
Three Seasons Wealth, LLC
UNCHANGED13,27513,27500%$706.3K$725.4K+$19.1K2026-11-03
Outlook Wealth Advisors, LLC
DECREASED13,06913,105-360%$697.2K$714.2K+$16.9K2026-10-28
WealthPLAN Partners, LLC
DECREASED13,05213,477-425-3%$717.0K$713.2K-$3.8K2026-10-15
Milestone Asset Management, LLC
UNCHANGED12,74812,74800%$678.2K$696.6K+$18.4K2026-10-15
Concurrent Investment Advisors, LLC
NEW12,539—+12,539——$685.2K—2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED12,44512,995-550-4%$691.4K$680.1K-$11.3K2026-10-23
PCA Investment Advisory Services Inc.
DECREASED11,93912,414-475-4%$660.5K$652.4K-$8.1K2026-10-13
IMG Wealth Management, Inc.
DECREASED11,75112,226-475-4%$650.5K$642.1K-$8.3K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED10,95611,093-137-1%$590.2K$598.7K+$8.5K2026-10-13
Spire Wealth Management
INCREASED10,30510,304+1+0%$548.2K$563.0K+$14.9K2026-10-30
Archer Investment Corp
DECREASED10,28710,572-285-3%$562.5K$562.1K-$3272026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED10,1716,554+3,617+55%$351.4K$561.6K+$210.3K2026-10-13
Beacon Financial Advisory LLC
UNCHANGED10,06410,06400%$535.4K$549.9K+$14.5K2026-10-16
Sigma Planning Corp
DECREASED9,7199,869-150-2%$525.1K$531.1K+$6.0K2026-10-23
Integrity Alliance, Llc.
UNCHANGED9,5309,53000%$507.0K$520.8K+$13.7K2026-10-29
CoreCap Advisors, LLC
DECREASED9,4369,456-200%$503.1K$515.6K+$12.5K2026-10-08
Weaver Consulting Group
DECREASED9,3739,535-162-2%$507.3K$512.2K+$4.9K2026-10-07
Pinnacle Wealth Management Group, Inc.
UNCHANGED9,0009,00000%$478.8K$491.8K+$13.0K2026-10-15
CRA Financial Services, LLC
UNCHANGED8,1458,14500%$433.3K$445.1K+$11.7K2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED7,8277,82700%$416.4K$427.7K+$11.3K2026-11-02
Souders Financial Advisors
UNCHANGED7,5257,52500%$400.3K$411.2K+$10.9K2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED6,8987,153-255-4%$380.6K$376.9K-$3.6K2026-10-29
Merit Financial Group, LLC
INCREASED6,6893,912+2,777+71%$208.1K$365.5K+$157.4K2026-11-06
IFP Advisors, Inc
INCREASED6,5966,281+315+5%$334.2K$360.4K+$26.3K2026-10-16
RFG Advisory, LLC
DECREASED6,5266,573-47-1%$349.7K$356.6K+$6.9K2026-11-03
Fragasso Financial Advisors Inc
DECREASED6,0706,125-55-1%$325.9K$336.9K+$11.0K2026-10-13
Wheelhouse Advisory Group LLC
UNCHANGED6,0206,02000%$320.3K$329.0K+$8.7K2026-10-20
Grantvest Financial Group LLC
DECREASED5,9986,015-170%$320.0K$327.8K+$7.7K2026-10-21
Creative Planning
DECREASED5,5705,580-100%$296.9K$304.4K+$7.5K2026-11-02
Focus Financial Network, Inc.
DECREASED5,2285,237-90%$278.6K$285.7K+$7.1K2026-10-14
Optimist Retirement Group LLC
UNCHANGED5,1715,17100%$275.1K$282.6K+$7.5K2026-10-30
FWG Investments, Llc.
DECREASED4,7494,867-118-2%$258.9K$259.5K+$5712026-11-03
Kathmere Capital Management, LLC
DECREASED4,5404,544-40%$241.8K$248.1K+$6.3K2026-10-20
Commerce Advisors, LLC
DECREASED4,4254,650-225-5%$247.4K$241.8K-$5.6K2026-10-19
Colton Groome Financial Advisors, LLC
UNCHANGED4,1474,14700%$220.6K$226.6K+$6.0K2026-10-06
Seros Financial, LLC
UNCHANGED4,0674,06700%$216.4K$222.2K+$5.9K2026-10-21
Blue Water Asset Management
DECREASED3,7733,792-190%$201.7K$206.2K+$4.4K2026-11-04
Firestone Capital Management
NEW3,759—+3,759——$205.4K—2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,5722,57200%$136.8K$140.5K+$3.7K2026-10-27
Farther Finance Advisors, LLC
UNCHANGED2,4152,41500%$128.5K$132.0K+$3.5K2026-10-08
Parallel Advisors, LLC
UNCHANGED2,1802,18000%$116.0K$119.1K+$3.1K2026-11-03
Fifth Third Bancorp
UNCHANGED1,7121,71200%$91.1K$93.6K+$2.5K2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED1,4411,44100%$76.7K$78.7K+$2.1K2026-10-28
Creative Financial Designs Inc
UNCHANGED1,0201,02000%$54.3K$55.7K+$1.5K2026-11-04
IFS Advisors, LLC
NEW600—+600——$32.8K—2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED15015000%$8.0K$8.2K+$2172026-11-04
Larson Financial Group LLC
UNCHANGED979700%$5.2K$5.3K+$1402026-11-05
Country Trust Bank
UNCHANGED737300%$3.9K$4.0K+$1052026-10-30
Latitude Advisors, LLC
NEW41—+41——$2.2K—2026-10-27
Lido Advisors, LLC
CLOSED093,163-93,163-100%$5.0M$0-$5.0M2026-11-04
Sagespring Wealth Partners, LLC
CLOSED022,332-22,332-100%$1.2M$0-$1.2M2026-10-22
AlphaStar Capital Management, LLC
CLOSED07,152-7,152-100%$380.5K$0-$380.5K2026-10-16
Dana Investment Advisors, Inc.
CLOSED05,548-5,548-100%$295.2K$0-$295.2K2026-11-06
AdvisorNet Financial, Inc
CLOSED0300-300-100%$16.0K$0-$16.0K2026-10-15
Lanark Financial, Inc.
CLOSED0288-288-100%$15.3K$0-$15.3K2026-10-26
Penserra Capital Management LLC
N/A—497,431-497,431-100%$26.5M———
Osaic Holdings, Inc.
N/A—228,855-228,855-100%$12.2M———
Cerity Partners LLC
N/A—186,007-186,007-100%$9.9M———
Raymond James Financial Inc
N/A—102,775-102,775-100%$5.5M———
Cresset Asset Management, LLC
N/A—95,795-95,795-100%$5.1M———
HighTower Advisors, LLC
N/A—79,867-79,867-100%$4.2M———
Envestnet Asset Management Inc
N/A—72,147-72,147-100%$3.8M———
Cetera Investment Advisers
N/A—58,407-58,407-100%$3.1M———
Blair William & Co
N/A—55,742-55,742-100%$3.0M———
MML Investors Services, LLC
N/A—47,694-47,694-100%$2.5M———
Snowden Capital Advisors LLC
N/A—34,118-34,118-100%$1.8M———
FSA Advisors, Inc.
N/A—25,561-25,561-100%$1.4M———
Old Mission Capital LLC
N/A—24,227-24,227-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—23,132-23,132-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—22,689-22,689-100%$1.2M———
Bellwether Advisors, LLC
N/A—17,868-17,868-100%$950.6K———
Janney Montgomery Scott LLC
N/A—14,219-14,219-100%$756.0K———
Susquehanna International Group, LLP
N/A—13,937-13,937-100%$741.5K———
First Commonwealth Financial Corp
N/A—13,925-13,925-100%$740.8K———
Arax Advisory Partners
N/A—13,182-13,182-100%$701.3K———
Mutual Advisors, LLC
N/A—12,536-12,536-100%$666.9K———
AE Wealth Management LLC
N/A—11,857-11,857-100%$630.8K———
Stratos Wealth Advisors, LLC
N/A—10,499-10,499-100%$558.6K———
GWN Securities Inc.
N/A—10,170-10,170-100%$541.1K———
CreativeOne Wealth, LLC
N/A—9,137-9,137-100%$486.1K———
JPMorgan Chase & Co
N/A—8,923-8,923-100%$472.0K———
Resolute Wealth Advisor, Inc.
N/A—8,555-8,555-100%$410.6K———
Hollencrest Capital Management
N/A—8,514-8,514-100%$453.0K———
Citadel Advisors LLC
N/A—8,431-8,431-100%$448.6K———
Benjamin Edwards Inc
N/A—7,075-7,075-100%$376.4K———
Wealthgarden F.S. LLC
N/A—6,674-6,674-100%$355.1K———
Cofg Advisors, LLC
N/A—6,423-6,423-100%$341.7K———
Principal Securities, Inc.
N/A—6,316-6,316-100%$336.0K———
SageView Advisory Group, LLC
N/A—5,555-5,555-100%$295.5K———
Waterloo Capital, L.P.
N/A—5,203-5,203-100%$276.8K———
Private Advisor Group, LLC
N/A—5,100-5,100-100%$271.3K———
Orion Capital Management LLC
N/A—4,700-4,700-100%$250.1K———
Wood Tarver Financial Group, LLC
N/A—4,571-4,571-100%$243.0K———
Focus Partners Wealth
N/A—4,405-4,405-100%$234.4K———
Foundations Investment Advisors, LLC
N/A—4,252-4,252-100%$226.2K———
Share Andrew L.
N/A—4,000-4,000-100%$212.8K———
Main Street Financial Solutions, LLC
N/A—3,865-3,865-100%$205.6K———
WealthShield Partners, LLC
N/A—3,617-3,617-100%$192.4K———
IFG Advisory, LLC
N/A—3,575-3,575-100%$190.2K———
Harbour Investments, Inc.
N/A—2,866-2,866-100%$152.5K———
Steward Partners Investment Advisory, LLC
N/A—2,489-2,489-100%$132.4K———
Capital Analysts, LLC
N/A—2,402-2,402-100%$128.0K———
Royal Bank of Canada
N/A—797-797-100%$42.0K———
Continuum Advisory, LLC
N/A—325-325-100%$17.3K———
Integrity Financial Corp
N/A—250-250-100%$13.3K———
Keating Financial Advisory Services, Inc.
N/A—56-56-100%$3.0K———
Highland Investment Advisors LLC
N/A—27-27-100%$1.4K———
Showing 125 of 125 institutions