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Innovator U.S. Equity Buffer (BSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
NEW
Shares2,665,866
Change+2,665,866
Value$143.9M
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares1,023,175 from 21,012
Change+1,002,163 (+4769%)
Value$55.2M (+$54.1M)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
INCREASED
Shares324,501 from 320,071
Change+4,430 (+1%)
Value$17.5M (+$636.0K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares200,594 from 223,188
Change-22,594 (-10%)
Value$10.8M (-$942.6K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares70,733 from 14,566
Change+56,167 (+386%)
Value$3.8M (+$3.0M)
Filed 2026-10-22
Lantz Financial LLC
INCREASED
Shares67,068 from 63,431
Change+3,637 (+6%)
Value$3.6M (+$274.9K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares66,696 from 75,036
Change-8,340 (-11%)
Value$3.6M (-$357.1K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares61,816 from 34,055
Change+27,761 (+82%)
Value$3.3M (+$1.5M)
Filed 2026-11-06
Diligent Investors, LLC
INCREASED
Shares52,699 from 51,949
Change+750 (+1%)
Value$2.8M (+$104.9K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED
Shares47,537 from 47,537
Change0 (0%)
Value$2.6M (+$58.9K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED
Shares39,863 from 35,065
Change+4,798 (+14%)
Value$2.2M (+$302.4K)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares38,918 from 38,080
Change+838 (+2%)
Value$2.1M (+$92.4K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
DECREASED
Shares34,254 from 34,398
Change-144 (0%)
Value$1.8M (+$34.9K)
Filed 2026-10-29
Chris Bulman Inc
INCREASED
Shares28,127 from 13,066
Change+15,061 (+115%)
Value$1.5M (+$829.0K)
Filed 2026-10-20
Maltin Wealth Management, Inc.
DECREASED
Shares23,627 from 23,834
Change-207 (-1%)
Value$1.3M (+$18.4K)
Filed 2026-10-13
My Personal CFO, LLC
DECREASED
Shares23,580 from 23,610
Change-30 (0%)
Value$1.3M (+$27.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares22,999 from 11,402
Change+11,597 (+102%)
Value$1.2M (+$640.0K)
Filed 2026-10-16
Global Assets Advisory, LLC
INCREASED
Shares21,848 from 21,768
Change+80 (+0%)
Value$1.2M (+$43.9K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,077 from 22,638
Change-3,561 (-16%)
Value$1.0M (-$164.0K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares17,160 from 17,161
Change-1 (0%)
Value$926.1K (+$21.2K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares14,230 from 14,030
Change+200 (+1%)
Value$768.0K (+$28.2K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
DECREASED
Shares14,187 from 15,031
Change-844 (-6%)
Value$777.8K (-$14.7K)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares13,653 from 6,042
Change+7,611 (+126%)
Value$736.8K (+$418.2K)
Filed 2026-10-27
Clear Point Advisors Inc.
NEW
Shares13,649
Change+13,649
Value$736.6K
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares12,608 from 11,560
Change+1,048 (+9%)
Value$680.5K (+$70.9K)
Filed 2026-10-23
Berkshire Money Management, Inc.
DECREASED
Shares12,035 from 12,687
Change-652 (-5%)
Value$649.5K (-$19.5K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares11,604 from 11,614
Change-10 (0%)
Value$626.3K (+$13.8K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares10,940 from 2,953
Change+7,987 (+270%)
Value$590.4K (+$434.7K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
UNCHANGED
Shares10,716 from 10,716
Change0 (0%)
Value$578.1K (+$12.8K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares9,688 from 9,804
Change-116 (-1%)
Value$522.9K (+$5.9K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares8,923 from 8,923
Change0 (0%)
Value$481.6K (+$11.1K)
Filed 2026-11-04
RFG Advisory, LLC
UNCHANGED
Shares8,741 from 8,741
Change0 (0%)
Value$471.8K (+$10.8K)
Filed 2026-11-03
Lewis Asset Management, LLC
UNCHANGED
Shares8,530 from 8,530
Change0 (0%)
Value$460.4K (+$10.6K)
Filed 2026-10-14
Integrity Alliance, Llc.
UNCHANGED
Shares8,332 from 8,332
Change0 (0%)
Value$449.7K (+$10.3K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares8,179 from 8,179
Change0 (0%)
Value$441.4K (+$10.1K)
Filed 2026-10-14
Three Seasons Wealth, LLC
DECREASED
Shares7,690 from 12,590
Change-4,900 (-39%)
Value$415.0K (-$248.8K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares7,470 from 7,489
Change-19 (0%)
Value$403.2K (+$8.3K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares7,382 from 9,052
Change-1,670 (-18%)
Value$398.4K (-$78.9K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
NEW
Shares7,371
Change+7,371
Value$402.4K
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares7,314 from 5,464
Change+1,850 (+34%)
Value$394.7K (+$106.6K)
Filed 2026-10-29
Citizens Financial Group Inc
NEW
Shares6,887
Change+6,887
Value$371.7K
Filed 2026-10-23
Cornerstone Wealth, LLC
NEW
Shares6,800
Change+6,800
Value$366.9K
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$356.2K (+$8.2K)
Filed 2026-10-28
Weaver Consulting Group
DECREASED
Shares6,358 from 7,349
Change-991 (-13%)
Value$343.2K (-$44.4K)
Filed 2026-10-07
IFP Advisors, Inc
DECREASED
Shares5,995 from 6,045
Change-50 (-1%)
Value$323.6K (+$4.8K)
Filed 2026-10-16
Blue Sky Capital Consultants Group, Inc.
NEW
Shares5,990
Change+5,990
Value$323.3K
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares5,833 from 5,834
Change-1 (0%)
Value$314.8K (+$7.2K)
Filed 2026-10-16
Soltis Investment Advisors LLC
DECREASED
Shares5,554 from 5,556
Change-2 (0%)
Value$299.8K (+$6.8K)
Filed 2026-10-28
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares5,233 from 5,233
Change0 (0%)
Value$282.4K (+$6.5K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares5,022 from 5,633
Change-611 (-11%)
Value$271.0K (-$26.0K)
Filed 2026-11-02
Kathmere Capital Management, LLC
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$247.9K (+$5.7K)
Filed 2026-10-20
Share Andrew L.
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$236.4K (+$5.4K)
Filed 2026-11-06
Focus Financial Network, Inc.
UNCHANGED
Shares4,346 from 4,346
Change0 (0%)
Value$234.6K (+$5.4K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares4,310 from 4,062
Change+248 (+6%)
Value$232.6K (+$18.4K)
Filed 2026-11-02
Compass Financial Services Inc
UNCHANGED
Shares4,062 from 4,062
Change0 (0%)
Value$219.2K (+$5.0K)
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares4,044 from 4,367
Change-323 (-7%)
Value$218.3K (-$12.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares4,016 from 806
Change+3,210 (+398%)
Value$218.5K (+$176.0K)
Filed 2026-10-15
NovaPoint Capital, LLC
NEW
Shares3,813
Change+3,813
Value$205.8K
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,738 from 3,364
Change+374 (+11%)
Value$201.7K (+$24.4K)
Filed 2026-11-03
Weaver Capital Management LLC
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$162.1K (+$17.7K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$85.0K (+$2.0K)
Filed 2026-10-30
Global Trust Asset Management, LLC
DECREASED
Shares1,500 from 2,000
Change-500 (-25%)
Value$81.0K (-$24.5K)
Filed 2026-10-19
Archer Investment Corp
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$80.7K (+$1.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,355 from 1,055
Change+300 (+28%)
Value$73.1K (+$17.5K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$59.4K (+$1.4K)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$54.0K (+$1.2K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares622
Change+622
Value$33.6K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$27.6K (+$634)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares450
Change+450
Value$24.3K
Filed 2026-10-14
Reicon Wealth Advisors, LLC
NEW
Shares400
Change+400
Value$21.6K
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.2K (+$372)
Filed 2026-10-21
Chapman Financial Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.2K (+$372)
Filed 2026-10-26
Country Trust Bank
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$4.2K (+$97)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares75 from 275
Change-200 (-73%)
Value$4.0K (-$10.5K)
Filed 2026-10-01
Nations Financial Group Inc,
CLOSED
Shares0 from 16,349
Change-16,349 (-100%)
Value$0 (-$862.1K)
Filed 2026-11-05
Lanark Financial, Inc.
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-26
Barclays PLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-06
Penserra Capital Management LLC
N/A
Shares— from 497,183
Change-497,183 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 209,426
Change-209,426 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 175,571
Change-175,571 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,514
Change-81,514 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 68,859
Change-68,859 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,808
Change-68,808 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,070
Change-61,070 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,328
Change-42,328 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 40,654
Change-40,654 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 35,970
Change-35,970 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,976
Change-32,976 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 31,004
Change-31,004 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,543
Change-25,543 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,394
Change-24,394 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,704
Change-23,704 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 23,005
Change-23,005 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 21,526
Change-21,526 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 20,767
Change-20,767 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 18,836
Change-18,836 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,722
Change-13,722 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 10,302
Change-10,302 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 707
Change-707 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 626
Change-626 (-100%)
Value—
UBS Group AG
N/A
Shares— from 63
Change-63 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Lido Advisors, LLC
NEW2,665,866—+2,665,866——$143.9M—2026-11-04
Brookstone Capital Management
INCREASED1,023,17521,012+1,002,163+4769%$1.1M$55.2M+$54.1M2026-10-22
Outlook Wealth Advisors, LLC
INCREASED324,501320,071+4,430+1%$16.9M$17.5M+$636.0K2026-10-28
Commonwealth Equity Services, LLC
DECREASED200,594223,188-22,594-10%$11.8M$10.8M-$942.6K2026-11-02
Strategic Blueprint, LLC
INCREASED70,73314,566+56,167+386%$768.1K$3.8M+$3.0M2026-10-22
Lantz Financial LLC
INCREASED67,06863,431+3,637+6%$3.3M$3.6M+$274.9K2026-10-15
Kestra Advisory Services, LLC
DECREASED66,69675,036-8,340-11%$4.0M$3.6M-$357.1K2026-11-02
LPL Financial LLC
INCREASED61,81634,055+27,761+82%$1.8M$3.3M+$1.5M2026-11-06
Diligent Investors, LLC
INCREASED52,69951,949+750+1%$2.7M$2.8M+$104.9K2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED47,53747,53700%$2.5M$2.6M+$58.9K2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED39,86335,065+4,798+14%$1.8M$2.2M+$302.4K2026-10-23
WealthPLAN Partners, LLC
INCREASED38,91838,080+838+2%$2.0M$2.1M+$92.4K2026-10-15
Blue Bell Private Wealth Management, LLC
DECREASED34,25434,398-1440%$1.8M$1.8M+$34.9K2026-10-29
Chris Bulman Inc
INCREASED28,12713,066+15,061+115%$689.0K$1.5M+$829.0K2026-10-20
Maltin Wealth Management, Inc.
DECREASED23,62723,834-207-1%$1.3M$1.3M+$18.4K2026-10-13
My Personal CFO, LLC
DECREASED23,58023,610-300%$1.2M$1.3M+$27.7K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED22,99911,402+11,597+102%$601.2K$1.2M+$640.0K2026-10-16
Global Assets Advisory, LLC
INCREASED21,84821,768+80+0%$1.2M$1.2M+$43.9K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED19,07722,638-3,561-16%$1.2M$1.0M-$164.0K2026-11-02
TopTier Wealth Management, LLC
DECREASED17,16017,161-10%$904.9K$926.1K+$21.2K2026-10-16
Pinnacle Wealth Management Group, Inc.
INCREASED14,23014,030+200+1%$739.8K$768.0K+$28.2K2026-10-15
Fragasso Financial Advisors Inc
DECREASED14,18715,031-844-6%$792.6K$777.8K-$14.7K2026-10-13
IMG Wealth Management, Inc.
INCREASED13,6536,042+7,611+126%$318.6K$736.8K+$418.2K2026-10-27
Clear Point Advisors Inc.
NEW13,649—+13,649——$736.6K—2026-10-30
Sigma Planning Corp
INCREASED12,60811,560+1,048+9%$609.6K$680.5K+$70.9K2026-10-23
Berkshire Money Management, Inc.
DECREASED12,03512,687-652-5%$669.0K$649.5K-$19.5K2026-10-21
Spire Wealth Management
DECREASED11,60411,614-100%$612.4K$626.3K+$13.8K2026-10-30
CoreCap Advisors, LLC
INCREASED10,9402,953+7,987+270%$155.7K$590.4K+$434.7K2026-10-08
Chicago Partners Investment Group LLC
UNCHANGED10,71610,71600%$565.3K$578.1K+$12.8K2026-10-27
BCS Wealth Management
DECREASED9,6889,804-116-1%$517.0K$522.9K+$5.9K2026-11-03
Caliber Wealth Management, LLC / KS
UNCHANGED8,9238,92300%$470.5K$481.6K+$11.1K2026-11-04
RFG Advisory, LLC
UNCHANGED8,7418,74100%$460.9K$471.8K+$10.8K2026-11-03
Lewis Asset Management, LLC
UNCHANGED8,5308,53000%$449.8K$460.4K+$10.6K2026-10-14
Integrity Alliance, Llc.
UNCHANGED8,3328,33200%$439.3K$449.7K+$10.3K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED8,1798,17900%$431.3K$441.4K+$10.1K2026-10-14
Three Seasons Wealth, LLC
DECREASED7,69012,590-4,900-39%$663.9K$415.0K-$248.8K2026-11-03
Merit Financial Group, LLC
DECREASED7,4707,489-190%$394.9K$403.2K+$8.3K2026-11-06
Retirement Planning Group, LLC
DECREASED7,3829,052-1,670-18%$477.3K$398.4K-$78.9K2026-10-19
Wealth Enhancement Advisory Services, LLC
NEW7,371—+7,371——$402.4K—2026-10-13
Trek Financial, LLC
INCREASED7,3145,464+1,850+34%$288.1K$394.7K+$106.6K2026-10-29
Citizens Financial Group Inc
NEW6,887—+6,887——$371.7K—2026-10-23
Cornerstone Wealth, LLC
NEW6,800—+6,800——$366.9K—2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED6,6006,60000%$348.0K$356.2K+$8.2K2026-10-28
Weaver Consulting Group
DECREASED6,3587,349-991-13%$387.5K$343.2K-$44.4K2026-10-07
IFP Advisors, Inc
DECREASED5,9956,045-50-1%$318.8K$323.6K+$4.8K2026-10-16
Blue Sky Capital Consultants Group, Inc.
NEW5,990—+5,990——$323.3K—2026-10-13
Beacon Financial Advisory LLC
DECREASED5,8335,834-10%$307.6K$314.8K+$7.2K2026-10-16
Soltis Investment Advisors LLC
DECREASED5,5545,556-20%$293.0K$299.8K+$6.8K2026-10-28
Syntegra Private Wealth Group, LLC
UNCHANGED5,2335,23300%$275.9K$282.4K+$6.5K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED5,0225,633-611-11%$297.0K$271.0K-$26.0K2026-11-02
Kathmere Capital Management, LLC
UNCHANGED4,5934,59300%$242.2K$247.9K+$5.7K2026-10-20
Share Andrew L.
UNCHANGED4,3804,38000%$231.0K$236.4K+$5.4K2026-11-06
Focus Financial Network, Inc.
UNCHANGED4,3464,34600%$229.2K$234.6K+$5.4K2026-10-14
Creative Planning
INCREASED4,3104,062+248+6%$214.2K$232.6K+$18.4K2026-11-02
Compass Financial Services Inc
UNCHANGED4,0624,06200%$214.2K$219.2K+$5.0K2026-11-06
Evolution Wealth Management Inc.
DECREASED4,0444,367-323-7%$230.3K$218.3K-$12.0K2026-10-28
AdvisorNet Financial, Inc
INCREASED4,016806+3,210+398%$42.5K$218.5K+$176.0K2026-10-15
NovaPoint Capital, LLC
NEW3,813—+3,813——$205.8K—2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED3,7383,364+374+11%$177.4K$201.7K+$24.4K2026-11-03
Weaver Capital Management LLC
UNCHANGED3,0043,00400%$144.4K$162.1K+$17.7K2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED1,5751,57500%$83.1K$85.0K+$2.0K2026-10-30
Global Trust Asset Management, LLC
DECREASED1,5002,000-500-25%$105.5K$81.0K-$24.5K2026-10-19
Archer Investment Corp
UNCHANGED1,4961,49600%$78.9K$80.7K+$1.9K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED1,3551,055+300+28%$55.6K$73.1K+$17.5K2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED1,1001,10000%$58.0K$59.4K+$1.4K2026-10-13
Creative Financial Designs Inc
UNCHANGED1,0001,00000%$52.7K$54.0K+$1.2K2026-11-04
William Mack & Associates, Inc.
NEW622—+622——$33.6K—2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED51151100%$26.9K$27.6K+$6342026-11-04
IFS Advisors, LLC
NEW450—+450——$24.3K—2026-10-14
Reicon Wealth Advisors, LLC
NEW400—+400——$21.6K—2026-11-04
Assetmark, Inc
UNCHANGED30030000%$15.8K$16.2K+$3722026-10-21
Chapman Financial Group, LLC
UNCHANGED30030000%$15.8K$16.2K+$3722026-10-26
Country Trust Bank
UNCHANGED787800%$4.1K$4.2K+$972026-10-30
Noble Wealth Management PBC
DECREASED75275-200-73%$14.5K$4.0K-$10.5K2026-10-01
Nations Financial Group Inc,
CLOSED016,349-16,349-100%$862.1K$0-$862.1K2026-11-05
Lanark Financial, Inc.
CLOSED0292-292-100%$15.4K$0-$15.4K2026-10-26
Barclays PLC
CLOSED038-38-100%$2.0K$0-$2.0K2026-11-06
Penserra Capital Management LLC
N/A—497,183-497,183-100%$26.2M———
Osaic Holdings, Inc.
N/A—209,426-209,426-100%$11.0M———
Cerity Partners LLC
N/A—175,571-175,571-100%$9.3M———
Raymond James Financial Inc
N/A—81,514-81,514-100%$4.3M———
HighTower Advisors, LLC
N/A—68,859-68,859-100%$3.6M———
Cetera Investment Advisers
N/A—68,808-68,808-100%$3.6M———
Envestnet Asset Management Inc
N/A—61,070-61,070-100%$3.2M———
Susquehanna International Group, LLP
N/A—42,328-42,328-100%$2.2M———
GWN Securities Inc.
N/A—40,654-40,654-100%$2.1M———
Old Mission Capital LLC
N/A—35,970-35,970-100%$1.9M———
Snowden Capital Advisors LLC
N/A—32,976-32,976-100%$1.7M———
FSA Advisors, Inc.
N/A—31,004-31,004-100%$1.6M———
MML Investors Services, LLC
N/A—25,543-25,543-100%$1.3M———
Cresset Asset Management, LLC
N/A—24,394-24,394-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—23,704-23,704-100%$1.2M———
First Commonwealth Financial Corp
N/A—23,005-23,005-100%$1.2M———
Wood Tarver Financial Group, LLC
N/A—21,526-21,526-100%$1.1M———
Cofg Advisors, LLC
N/A—20,767-20,767-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—18,836-18,836-100%$993.0K———
Garden State Investment Advisory Services LLC
N/A—15,925-15,925-100%$839.7K———
Arax Advisory Partners
N/A—13,722-13,722-100%$723.6K———
WCG Wealth Advisors LLC
N/A—12,186-12,186-100%$642.6K———
Janney Montgomery Scott LLC
N/A—11,453-11,453-100%$604.0K———
Bellwether Advisors, LLC
N/A—10,302-10,302-100%$543.2K———
Bcgm Wealth Management, LLC
N/A—10,000-10,000-100%$527.3K———
Principal Securities, Inc.
N/A—9,829-9,829-100%$518.3K———
CreativeOne Wealth, LLC
N/A—8,865-8,865-100%$467.5K———
Steward Partners Investment Advisory, LLC
N/A—6,580-6,580-100%$347.0K———
Foundations Investment Advisors, LLC
N/A—6,235-6,235-100%$328.8K———
AE Wealth Management LLC
N/A—6,000-6,000-100%$316.4K———
Harbour Investments, Inc.
N/A—5,315-5,315-100%$280.3K———
Summit Wealth Partners, LLC
N/A—4,713-4,713-100%$248.5K———
WealthShield Partners, LLC
N/A—2,739-2,739-100%$144.4K———
Continuum Advisory, LLC
N/A—1,366-1,366-100%$72.0K———
Orion Capital Management LLC
N/A—1,088-1,088-100%$57.4K———
Regatta Research & Money Management
N/A—707-707-100%$37.3K———
Fiduciary Financial Advisors
N/A—626-626-100%$33.0K———
UBS Group AG
N/A—63-63-100%$3.3K———
Keating Financial Advisory Services, Inc.
N/A—61-61-100%$3.2K———
O'shaughnessy Asset Management, LLC
N/A—2-2-100%$105———
Showing 117 of 117 institutions