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Innovator International Deve (IJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Berkshire Money Management, Inc.
NEW
Shares262,196
Change+262,196
Value$9.5M
Filed 2026-10-21
Level Four Advisory Services, LLC
DECREASED
Shares188,885 from 191,865
Change-2,980 (-2%)
Value$6.8M (-$77.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares180,042 from 156,207
Change+23,835 (+15%)
Value$6.5M (+$886.0K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares163,486 from 65,472
Change+98,014 (+150%)
Value$5.9M (+$3.6M)
Filed 2026-10-22
Hofer & Associates. Inc
NEW
Shares147,565
Change+147,565
Value$5.3M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares147,565 from 27,722
Change+119,843 (+432%)
Value$5.3M (+$4.3M)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares144,483 from 4,610
Change+139,873 (+3034%)
Value$5.2M (+$5.1M)
Filed 2026-11-05
Maltin Wealth Management, Inc.
NEW
Shares144,481
Change+144,481
Value$5.2M
Filed 2026-10-13
Cornerstone Wealth, LLC
INCREASED
Shares124,949 from 122,861
Change+2,088 (+2%)
Value$4.5M (+$25.9K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
INCREASED
Shares89,633 from 65,841
Change+23,792 (+36%)
Value$3.2M (+$870.1K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
DECREASED
Shares89,013 from 89,016
Change-3 (0%)
Value$3.2M (+$14.1K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares87,456 from 78,534
Change+8,922 (+11%)
Value$3.2M (+$334.9K)
Filed 2026-11-06
Bedel Financial Consulting, Inc.
DECREASED
Shares85,060 from 85,469
Change-409 (0%)
Value$3.1M (-$1.2K)
Filed 2026-11-06
BFI Wealth Solutions, LLC
INCREASED
Shares72,421 from 71,296
Change+1,125 (+2%)
Value$2.6M (+$52.0K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares67,076 from 67,104
Change-28 (0%)
Value$2.4M (+$9.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares66,707 from 37,664
Change+29,043 (+77%)
Value$2.4M (+$1.1M)
Filed 2026-11-02
Corrado Advisors, LLC
INCREASED
Shares61,487 from 53,482
Change+8,005 (+15%)
Value$2.2M (+$297.7K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares54,742 from 54,837
Change-95 (0%)
Value$2.0M (+$5.3K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares54,611 from 33,704
Change+20,907 (+62%)
Value$1.3M (+$465.1K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares53,956 from 45,256
Change+8,700 (+19%)
Value$1.9M (+$321.5K)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares51,626 from 47,445
Change+4,181 (+9%)
Value$1.9M (+$132.0K)
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares50,073 from 50,073
Change0 (0%)
Value$1.8M (+$8.0K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares39,175 from 33,704
Change+5,471 (+16%)
Value$1.4M (+$203.0K)
Filed 2026-10-28
Straight Path Wealth Management
INCREASED
Shares37,027 from 35,068
Change+1,959 (+6%)
Value$1.3M (+$76.4K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares29,702 from 22,241
Change+7,461 (+34%)
Value$1.1M (+$273.1K)
Filed 2026-10-16
Private Client Services, LLC
NEW
Shares28,762
Change+28,762
Value$1.0M
Filed 2026-10-02
D.B. Root & Company, LLC
INCREASED
Shares27,297 from 10,342
Change+16,955 (+164%)
Value$986.2K (+$614.2K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,452 from 24,281
Change+171 (+1%)
Value$883.0K (+$10.0K)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares24,291 from 24,975
Change-684 (-3%)
Value$877.6K (-$20.7K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares23,556 from 23,943
Change-387 (-2%)
Value$851.1K (-$10.2K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED
Shares23,040 from 20,007
Change+3,033 (+15%)
Value$832.4K (+$112.8K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares23,013 from 30,894
Change-7,881 (-26%)
Value$831.4K (-$279.8K)
Filed 2026-10-30
HB Wealth Management, LLC
UNCHANGED
Shares20,571 from 20,571
Change0 (0%)
Value$743.2K (+$3.3K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares17,589 from 9,922
Change+7,667 (+77%)
Value$629.8K (+$272.3K)
Filed 2026-10-13
Jacobi Capital Management LLC
UNCHANGED
Shares16,561 from 16,561
Change0 (0%)
Value$598.3K (+$2.6K)
Filed 2026-11-05
Gill Capital Partners, LLC
INCREASED
Shares16,455 from 12,230
Change+4,225 (+35%)
Value$594.5K (+$154.6K)
Filed 2026-10-13
Cypress Financial Planning LLC
INCREASED
Shares16,378 from 13,416
Change+2,962 (+22%)
Value$591.7K (+$109.2K)
Filed 2026-10-09
Advus Financial Partners, LLC
INCREASED
Shares15,467 from 13,467
Change+2,000 (+15%)
Value$558.8K (+$74.4K)
Filed 2026-10-20
Nations Financial Group Inc,
UNCHANGED
Shares15,250 from 15,250
Change0 (0%)
Value$551.0K (+$2.4K)
Filed 2026-11-05
Riverchase Wealth Management, LLC
NEW
Shares15,024
Change+15,024
Value$542.8K
Filed 2026-10-28
FAI Advisors, Inc.
DECREASED
Shares14,935 from 15,229
Change-294 (-2%)
Value$539.6K (-$8.2K)
Filed 2026-10-27
Occidental Asset Management, LLC
NEW
Shares14,454
Change+14,454
Value$522.2K
Filed 2026-11-05
PFS Partners, LLC
INCREASED
Shares14,398 from 11,602
Change+2,796 (+24%)
Value$520.2K (+$102.9K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares13,002 from 13,002
Change0 (0%)
Value$467.7K ($0)
Filed 2026-11-06
Opus Financial Solutions LLC
DECREASED
Shares12,646 from 16,336
Change-3,690 (-23%)
Value$456.9K (-$130.7K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares11,148 from 11,759
Change-611 (-5%)
Value$402.8K (-$20.2K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares10,195 from 42,922
Change-32,727 (-76%)
Value$368.3K (-$1.2M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,917 from 211
Change+9,706 (+4600%)
Value$358.3K (+$350.7K)
Filed 2026-11-03
Bailard, Inc.
UNCHANGED
Shares8,525 from 8,525
Change0 (0%)
Value$308.0K (+$1.4K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED
Shares8,520 from 8,520
Change0 (0%)
Value$307.8K (+$1.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares7,911 from 13,678
Change-5,767 (-42%)
Value$285.8K (-$206.2K)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares7,661 from 7,328
Change+333 (+5%)
Value$276.6K (+$13.1K)
Filed 2026-10-21
Advisor OS, LLC
UNCHANGED
Shares7,437 from 7,437
Change0 (0%)
Value$268.7K (+$1.2K)
Filed 2026-11-03
Weaver Consulting Group
UNCHANGED
Shares7,250 from 7,250
Change0 (0%)
Value$261.9K (+$1.2K)
Filed 2026-10-07
James T. Borello RIA
UNCHANGED
Shares6,906 from 6,906
Change0 (0%)
Value$249.5K (+$1.1K)
Filed 2026-10-16
Beacon Financial Advisory LLC
NEW
Shares6,571
Change+6,571
Value$237.4K
Filed 2026-10-16
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares6,313 from 6,313
Change0 (0%)
Value$228.1K (+$1.0K)
Filed 2026-10-27
WealthPLAN Partners, LLC
NEW
Shares6,110
Change+6,110
Value$220.8K
Filed 2026-10-15
Valmark Advisers, Inc.
NEW
Shares6,017
Change+6,017
Value$217.4K
Filed 2026-11-06
Chicago Partners Investment Group LLC
UNCHANGED
Shares5,937 from 5,937
Change0 (0%)
Value$212.6K (-$344)
Filed 2026-10-27
Lantz Financial LLC
NEW
Shares5,896
Change+5,896
Value$213.0K
Filed 2026-10-15
Accurate Wealth Management, LLC
UNCHANGED
Shares5,845 from 5,845
Change0 (0%)
Value$210.7K (-$584)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares5,841 from 5,841
Change0 (0%)
Value$211.0K (+$931)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
NEW
Shares5,569
Change+5,569
Value$201.2K
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares3,292
Change+3,292
Value$118.9K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$108.4K (+$478)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares2,969 from 2,969
Change0 (0%)
Value$107.3K (+$473)
Filed 2026-10-08
Chapman Financial Group, LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$87.8K (+$387)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$57.3K (+$253)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,316 from 976
Change+340 (+35%)
Value$47.5K (+$12.4K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$40.1K (+$177)
Filed 2026-10-13
Lanark Financial, Inc.
NEW
Shares834
Change+834
Value$30.1K
Filed 2026-10-26
Creative Financial Designs Inc
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$27.8K (+$123)
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.5K (+$64)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$9.7K (+$43)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
NEW
Shares230
Change+230
Value$8.3K
Filed 2026-10-20
PNC Financial Services Group, Inc.
NEW
Shares208
Change+208
Value$7.5K
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$6.0K (+$26)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$325 (+$1)
Filed 2026-11-05
PFG Advisors
CLOSED
Shares0 from 13,275
Change-13,275 (-100%)
Value$0 (-$477.5K)
Filed 2026-10-16
Liberty Atlantic Advisors LLC
CLOSED
Shares0 from 11,682
Change-11,682 (-100%)
Value$0 (-$420.2K)
Filed 2026-10-14
Merit Financial Group, LLC
CLOSED
Shares0 from 6,989
Change-6,989 (-100%)
Value$0 (-$251.4K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 3,080
Change-3,080 (-100%)
Value$0 (-$110.8K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,506
Change-1,506 (-100%)
Value$0 (-$54.2K)
Filed 2026-10-15
Blair William & Co
N/A
Shares— from 314,075
Change-314,075 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 214,203
Change-214,203 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 199,418
Change-199,418 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 192,190
Change-192,190 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 117,672
Change-117,672 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 89,069
Change-89,069 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 88,834
Change-88,834 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 64,721
Change-64,721 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 59,152
Change-59,152 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 54,837
Change-54,837 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 47,405
Change-47,405 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 47,332
Change-47,332 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 44,941
Change-44,941 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,522
Change-43,522 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 43,004
Change-43,004 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 42,546
Change-42,546 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 38,922
Change-38,922 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 34,080
Change-34,080 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,355
Change-25,355 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 21,338
Change-21,338 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 19,503
Change-19,503 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,265
Change-19,265 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,716
Change-16,716 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,018
Change-12,018 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,252
Change-9,252 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,908
Change-7,908 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
UBS Group AG
N/A
Shares— from 101
Change-101 (-100%)
Value—
Status
Berkshire Money Management, Inc.
NEW262,196—+262,196——$9.5M—2026-10-21
Level Four Advisory Services, LLC
DECREASED188,885191,865-2,980-2%$6.9M$6.8M-$77.1K2026-11-06
Commonwealth Equity Services, LLC
INCREASED180,042156,207+23,835+15%$5.6M$6.5M+$886.0K2026-11-02
BIP Wealth, LLC
INCREASED163,48665,472+98,014+150%$2.4M$5.9M+$3.6M2026-10-22
Hofer & Associates. Inc
NEW147,565—+147,565——$5.3M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED147,56527,722+119,843+432%$997.2K$5.3M+$4.3M2026-10-14
US Bancorp \de\
INCREASED144,4834,610+139,873+3034%$165.8K$5.2M+$5.1M2026-11-05
Maltin Wealth Management, Inc.
NEW144,481—+144,481——$5.2M—2026-10-13
Cornerstone Wealth, LLC
INCREASED124,949122,861+2,088+2%$4.4M$4.5M+$25.9K2026-10-28
Long Island Wealth Management, Inc.
INCREASED89,63365,841+23,792+36%$2.4M$3.2M+$870.1K2026-10-20
Global Strategic Investment Solutions, LLC
DECREASED89,01389,016-30%$3.2M$3.2M+$14.1K2026-10-16
LPL Financial LLC
INCREASED87,45678,534+8,922+11%$2.8M$3.2M+$334.9K2026-11-06
Bedel Financial Consulting, Inc.
DECREASED85,06085,469-4090%$3.1M$3.1M-$1.2K2026-11-06
BFI Wealth Solutions, LLC
INCREASED72,42171,296+1,125+2%$2.6M$2.6M+$52.0K2026-10-16
Independent Financial Group, LLC
DECREASED67,07667,104-280%$2.4M$2.4M+$9.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED66,70737,664+29,043+77%$1.4M$2.4M+$1.1M2026-11-02
Corrado Advisors, LLC
INCREASED61,48753,482+8,005+15%$1.9M$2.2M+$297.7K2026-10-27
Signal Advisors Wealth, LLC
DECREASED54,74254,837-950%$2.0M$2.0M+$5.3K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED54,61133,704+20,907+62%$860.5K$1.3M+$465.1K2026-10-13
Diligent Investors, LLC
INCREASED53,95645,256+8,700+19%$1.6M$1.9M+$321.5K2026-10-21
Triad Wealth Partners, LLC
INCREASED51,62647,445+4,181+9%$1.7M$1.9M+$132.0K2026-10-26
Signaturefd, LLC
UNCHANGED50,07350,07300%$1.8M$1.8M+$8.0K2026-10-23
Founders Financial Securities LLC
INCREASED39,17533,704+5,471+16%$1.2M$1.4M+$203.0K2026-10-28
Straight Path Wealth Management
INCREASED37,02735,068+1,959+6%$1.3M$1.3M+$76.4K2026-10-23
IFP Advisors, Inc
INCREASED29,70222,241+7,461+34%$800.0K$1.1M+$273.1K2026-10-16
Private Client Services, LLC
NEW28,762—+28,762——$1.0M—2026-10-02
D.B. Root & Company, LLC
INCREASED27,29710,342+16,955+164%$372.0K$986.2K+$614.2K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED24,45224,281+171+1%$873.0K$883.0K+$10.0K2026-11-02
BCS Wealth Management
DECREASED24,29124,975-684-3%$898.4K$877.6K-$20.7K2026-11-03
Ifrah Financial Services, Inc.
DECREASED23,55623,943-387-2%$861.2K$851.1K-$10.2K2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED23,04020,007+3,033+15%$719.7K$832.4K+$112.8K2026-10-23
Truist Financial Corp
DECREASED23,01330,894-7,881-26%$1.1M$831.4K-$279.8K2026-10-30
HB Wealth Management, LLC
UNCHANGED20,57120,57100%$739.9K$743.2K+$3.3K2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED17,5899,922+7,667+77%$357.5K$629.8K+$272.3K2026-10-13
Jacobi Capital Management LLC
UNCHANGED16,56116,56100%$595.7K$598.3K+$2.6K2026-11-05
Gill Capital Partners, LLC
INCREASED16,45512,230+4,225+35%$439.9K$594.5K+$154.6K2026-10-13
Cypress Financial Planning LLC
INCREASED16,37813,416+2,962+22%$482.6K$591.7K+$109.2K2026-10-09
Advus Financial Partners, LLC
INCREASED15,46713,467+2,000+15%$484.4K$558.8K+$74.4K2026-10-20
Nations Financial Group Inc,
UNCHANGED15,25015,25000%$548.5K$551.0K+$2.4K2026-11-05
Riverchase Wealth Management, LLC
NEW15,024—+15,024——$542.8K—2026-10-28
FAI Advisors, Inc.
DECREASED14,93515,229-294-2%$547.8K$539.6K-$8.2K2026-10-27
Occidental Asset Management, LLC
NEW14,454—+14,454——$522.2K—2026-11-05
PFS Partners, LLC
INCREASED14,39811,602+2,796+24%$417.3K$520.2K+$102.9K2026-10-21
Allworth Financial LP
UNCHANGED13,00213,00200%$467.7K$467.7K$02026-11-06
Opus Financial Solutions LLC
DECREASED12,64616,336-3,690-23%$587.6K$456.9K-$130.7K2026-11-06
WealthPlan Investment Management, LLC
DECREASED11,14811,759-611-5%$423.0K$402.8K-$20.2K2026-10-15
Americana Partners, LLC
DECREASED10,19542,922-32,727-76%$1.5M$368.3K-$1.2M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED9,917211+9,706+4600%$7.6K$358.3K+$350.7K2026-11-03
Bailard, Inc.
UNCHANGED8,5258,52500%$306.6K$308.0K+$1.4K2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED8,5208,52000%$306.5K$307.8K+$1.4K2026-10-13
Simplicity Wealth,LLC
DECREASED7,91113,678-5,767-42%$492.0K$285.8K-$206.2K2026-10-23
Cypress Wealth Services, LLC
INCREASED7,6617,328+333+5%$263.6K$276.6K+$13.1K2026-10-21
Advisor OS, LLC
UNCHANGED7,4377,43700%$267.5K$268.7K+$1.2K2026-11-03
Weaver Consulting Group
UNCHANGED7,2507,25000%$260.8K$261.9K+$1.2K2026-10-07
James T. Borello RIA
UNCHANGED6,9066,90600%$248.4K$249.5K+$1.1K2026-10-16
Beacon Financial Advisory LLC
NEW6,571—+6,571——$237.4K—2026-10-16
Schneider Downs Wealth Management Advisors, LP
UNCHANGED6,3136,31300%$227.1K$228.1K+$1.0K2026-10-27
WealthPLAN Partners, LLC
NEW6,110—+6,110——$220.8K—2026-10-15
Valmark Advisers, Inc.
NEW6,017—+6,017——$217.4K—2026-11-06
Chicago Partners Investment Group LLC
UNCHANGED5,9375,93700%$213.0K$212.6K-$3442026-10-27
Lantz Financial LLC
NEW5,896—+5,896——$213.0K—2026-10-15
Accurate Wealth Management, LLC
UNCHANGED5,8455,84500%$211.2K$210.7K-$5842026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED5,8415,84100%$210.1K$211.0K+$9312026-10-13
Collaborative Wealth Managment Inc.
NEW5,569—+5,569——$201.2K—2026-11-06
William Mack & Associates, Inc.
NEW3,292—+3,292——$118.9K—2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED3,0003,00000%$107.9K$108.4K+$4782026-10-30
CoreCap Advisors, LLC
UNCHANGED2,9692,96900%$106.8K$107.3K+$4732026-10-08
Chapman Financial Group, LLC
UNCHANGED2,4302,43000%$87.4K$87.8K+$3872026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED1,5871,58700%$57.1K$57.3K+$2532026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED1,316976+340+35%$35.1K$47.5K+$12.4K2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED1,1101,11000%$39.9K$40.1K+$1772026-10-13
Lanark Financial, Inc.
NEW834—+834——$30.1K—2026-10-26
Creative Financial Designs Inc
UNCHANGED77077000%$27.7K$27.8K+$1232026-11-04
Cape Investment Advisory, Inc.
UNCHANGED40040000%$14.4K$14.5K+$642026-10-13
Trust Co of Vermont
UNCHANGED26826800%$9.6K$9.7K+$432026-10-21
Physician Wealth Advisors, Inc.
NEW230—+230——$8.3K—2026-10-20
PNC Financial Services Group, Inc.
NEW208—+208——$7.5K—2026-11-06
Assetmark, Inc
UNCHANGED16516500%$5.9K$6.0K+$262026-10-21
Archer Investment Corp
UNCHANGED9900%$324$325+$12026-11-05
PFG Advisors
CLOSED013,275-13,275-100%$477.5K$0-$477.5K2026-10-16
Liberty Atlantic Advisors LLC
CLOSED011,682-11,682-100%$420.2K$0-$420.2K2026-10-14
Merit Financial Group, LLC
CLOSED06,989-6,989-100%$251.4K$0-$251.4K2026-11-06
NBT Bank, N.A.
CLOSED03,080-3,080-100%$110.8K$0-$110.8K2026-10-21
AdvisorNet Financial, Inc
CLOSED01,506-1,506-100%$54.2K$0-$54.2K2026-10-15
Blair William & Co
N/A—314,075-314,075-100%$11.3M———
Osaic Holdings, Inc.
N/A—214,203-214,203-100%$7.7M———
Berger Financial Group, Inc
N/A—199,418-199,418-100%$7.2M———
GTS Financial, LLC
N/A—192,190-192,190-100%$6.1M———
Cetera Investment Advisers
N/A—117,672-117,672-100%$4.2M———
Envestnet Asset Management Inc
N/A—89,069-89,069-100%$3.2M———
Raymond James Financial Inc
N/A—88,834-88,834-100%$3.2M———
Stratos Wealth Advisors, LLC
N/A—64,721-64,721-100%$2.3M———
HighTower Advisors, LLC
N/A—59,152-59,152-100%$2.1M———
Talon Private Wealth, LLC
N/A—54,837-54,837-100%$2.0M———
Access Financial Services, Inc.
N/A—47,405-47,405-100%$1.7M———
Cresset Asset Management, LLC
N/A—47,332-47,332-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—44,941-44,941-100%$1.6M———
Principal Securities, Inc.
N/A—43,522-43,522-100%$1.6M———
MML Investors Services, LLC
N/A—43,004-43,004-100%$1.5M———
WorthPointe, LLC
N/A—42,546-42,546-100%$1.5M———
Rothschild Wealth LLC
N/A—38,922-38,922-100%$1.4M———
Captrust Financial Advisors
N/A—34,080-34,080-100%$1.2M———
World Investment Advisors
N/A—25,355-25,355-100%$911.7K———
Compass Advisory Group LLC
N/A—21,338-21,338-100%$767.5K———
First Commonwealth Financial Corp
N/A—19,503-19,503-100%$701.5K———
Janney Montgomery Scott LLC
N/A—19,265-19,265-100%$693.0K———
Susquehanna International Group, LLP
N/A—16,716-16,716-100%$601.3K———
Composition Wealth, LLC
N/A—12,018-12,018-100%$432.3K———
Vantage Point Financial LLC
N/A—11,605-11,605-100%$417.4K———
NewEdge Advisors, LLC
N/A—9,542-9,542-100%$343.2K———
Silver OAK Securities, Incorporated
N/A—9,252-9,252-100%$332.8K———
Tradition Wealth Management, LLC
N/A—8,678-8,678-100%$312.1K———
Royal Bank of Canada
N/A—8,514-8,514-100%$306.0K———
Benjamin Edwards Inc
N/A—8,461-8,461-100%$304.3K———
Summit Wealth Partners, LLC
N/A—7,908-7,908-100%$284.5K———
Fiduciary Financial Advisors
N/A—7,840-7,840-100%$282.0K———
Beacon Pointe Advisors, LLC
N/A—6,281-6,281-100%$225.9K———
JPMorgan Chase & Co
N/A—5,384-5,384-100%$193.4K———
Capital Analysts, LLC
N/A—5,309-5,309-100%$191.0K———
AE Wealth Management LLC
N/A—2,733-2,733-100%$98.3K———
Steward Partners Investment Advisory, LLC
N/A—2,064-2,064-100%$74.2K———
PlanVest Financial, Inc
N/A—1,133-1,133-100%$40.8K———
IFG Advisory, LLC
N/A—500-500-100%$18.0K———
Harbour Investments, Inc.
N/A—367-367-100%$13.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—307-307-100%$11.0K———
BFC Planning, Inc.
N/A—307-307-100%$11.0K———
Northwestern Mutual Wealth Management Co
N/A—300-300-100%$10.8K———
JDM Financial Group LLC
N/A—157-157-100%$5.6K———
UBS Group AG
N/A—101-101-100%$3.6K———
Showing 129 of 129 institutions