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Innovator U.S. Equity Buffer (BOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Integral Investment Advisors, Inc.
INCREASED
Shares296,890 from 296,555
Change+335 (+0%)
Value$16.3M (+$614.1K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares244,920 from 256,223
Change-11,303 (-4%)
Value$13.5M (-$107.4K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares83,643 from 68,577
Change+15,066 (+22%)
Value$4.6M (+$966.8K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares60,083 from 63,507
Change-3,424 (-5%)
Value$3.4M (-$10.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares58,501 from 57,326
Change+1,175 (+2%)
Value$3.2M (+$179.8K)
Filed 2026-11-02
Berkshire Money Management, Inc.
UNCHANGED
Shares55,587 from 55,587
Change0 (0%)
Value$3.1M (+$111.6K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares39,854 from 40,715
Change-861 (-2%)
Value$2.2M (+$57.9K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares38,112 from 38,493
Change-381 (-1%)
Value$2.1M (+$56.3K)
Filed 2026-10-29
Diversify Wealth Management, LLC
UNCHANGED
Shares36,710 from 36,710
Change0 (0%)
Value$2.0M (+$95.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares36,710 from 36,710
Change0 (0%)
Value$2.0M (+$95.5K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares35,119 from 36,320
Change-1,201 (-3%)
Value$1.9M (+$6.9K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares31,601 from 38,000
Change-6,399 (-17%)
Value$1.7M (-$276.0K)
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares27,090 from 27,090
Change0 (0%)
Value$1.5M (+$54.4K)
Filed 2026-10-07
Diligent Investors, LLC
INCREASED
Shares25,531 from 25,131
Change+400 (+2%)
Value$1.4M (+$72.5K)
Filed 2026-10-21
Encompass More Asset Management
NEW
Shares23,580
Change+23,580
Value$1.3M
Filed 2026-10-16
Maltin Wealth Management, Inc.
UNCHANGED
Shares23,473 from 23,473
Change0 (0%)
Value$1.3M (+$47.1K)
Filed 2026-10-13
Lantz Financial LLC
UNCHANGED
Shares22,899 from 22,899
Change0 (0%)
Value$1.3M (+$46.0K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares21,344 from 20,706
Change+638 (+3%)
Value$1.2M (+$76.7K)
Filed 2026-10-15
My Personal CFO, LLC
INCREASED
Shares20,450 from 19,400
Change+1,050 (+5%)
Value$1.1M (+$96.7K)
Filed 2026-10-14
Foronjy Financial LLC
INCREASED
Shares20,349 from 19,415
Change+934 (+5%)
Value$1.1M (+$90.4K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
NEW
Shares18,445
Change+18,445
Value$1.0M
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares18,240 from 18,240
Change0 (0%)
Value$1.0M (+$36.6K)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares16,630 from 16,430
Change+200 (+1%)
Value$915.1K (+$44.0K)
Filed 2026-10-23
City Center Advisors, LLC
INCREASED
Shares16,362 from 15,946
Change+416 (+3%)
Value$900.4K (+$54.9K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED
Shares16,258 from 21,961
Change-5,703 (-26%)
Value$894.7K (-$269.7K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares16,195 from 13,611
Change+2,584 (+19%)
Value$891.2K (+$169.6K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares14,681 from 14,681
Change0 (0%)
Value$807.9K (+$29.5K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares13,801 from 10,163
Change+3,638 (+36%)
Value$759.5K (+$220.6K)
Filed 2026-10-22
Krilogy Financial LLC
UNCHANGED
Shares12,918 from 12,918
Change0 (0%)
Value$721.3K (+$36.3K)
Filed 2026-10-13
BFI Wealth Solutions, LLC
UNCHANGED
Shares12,101 from 12,101
Change0 (0%)
Value$665.9K (+$24.3K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
DECREASED
Shares10,627 from 13,697
Change-3,070 (-22%)
Value$584.8K (-$141.4K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares10,593 from 10,453
Change+140 (+1%)
Value$582.9K (+$28.7K)
Filed 2026-10-08
Seven Hills Financial, LLC
NEW
Shares10,590
Change+10,590
Value$582.8K
Filed 2026-10-13
KFG Wealth Management, LLC
UNCHANGED
Shares10,425 from 10,425
Change0 (0%)
Value$573.7K (+$20.9K)
Filed 2026-10-16
TopTier Wealth Management, LLC
UNCHANGED
Shares10,379 from 10,379
Change0 (0%)
Value$571.2K (+$20.8K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares9,483 from 8,860
Change+623 (+7%)
Value$521.8K (+$45.4K)
Filed 2026-10-26
Grantvest Financial Group LLC
UNCHANGED
Shares9,049 from 9,049
Change0 (0%)
Value$498.0K (+$18.2K)
Filed 2026-10-21
BCS Wealth Management
UNCHANGED
Shares8,964 from 8,964
Change0 (0%)
Value$493.3K (+$18.0K)
Filed 2026-11-03
Straight Path Wealth Management
DECREASED
Shares8,438 from 8,459
Change-21 (0%)
Value$464.3K (+$15.8K)
Filed 2026-10-23
IMG Wealth Management, Inc.
INCREASED
Shares8,243 from 8,051
Change+192 (+2%)
Value$453.6K (+$26.8K)
Filed 2026-10-27
Global Trust Wealth Management LLC
DECREASED
Shares8,200 from 10,200
Change-2,000 (-20%)
Value$451.2K (-$89.6K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,987 from 7,655
Change+332 (+4%)
Value$439.5K (+$33.6K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares7,980 from 8,010
Change-30 (0%)
Value$439.1K (+$14.4K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
UNCHANGED
Shares7,758 from 7,758
Change0 (0%)
Value$426.9K (+$15.6K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,500 from 7,499
Change+1 (+0%)
Value$412.7K (+$15.1K)
Filed 2026-10-14
XML Financial, LLC
DECREASED
Shares7,257 from 8,175
Change-918 (-11%)
Value$399.4K (-$34.1K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares7,204 from 8,804
Change-1,600 (-18%)
Value$396.4K (-$70.4K)
Filed 2026-10-16
Beacon Financial Advisory LLC
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$359.9K (+$13.1K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,123 from 6,079
Change+44 (+1%)
Value$340.8K (+$15.8K)
Filed 2026-10-13
Cornerstone Wealth, LLC
NEW
Shares6,067
Change+6,067
Value$333.6K
Filed 2026-10-28
Three Seasons Wealth, LLC
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$306.5K (+$11.2K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares4,834 from 4,931
Change-97 (-2%)
Value$266.0K (+$4.6K)
Filed 2026-11-03
Old Port Advisors
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$247.6K (+$9.0K)
Filed 2026-10-23
Retirement Planning Group, LLC
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$247.2K (+$9.0K)
Filed 2026-10-19
Blue Sky Capital Consultants Group, Inc.
NEW
Shares4,237
Change+4,237
Value$233.2K
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares4,217 from 8,105
Change-3,888 (-48%)
Value$232.1K (-$197.7K)
Filed 2026-10-23
Merit Financial Group, LLC
UNCHANGED
Shares4,098 from 4,098
Change0 (0%)
Value$225.5K (+$8.2K)
Filed 2026-11-06
First Heartland Consultants, Inc.
DECREASED
Shares4,029 from 4,084
Change-55 (-1%)
Value$221.7K (+$5.2K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares3,880 from 3,980
Change-100 (-3%)
Value$213.5K (+$2.5K)
Filed 2026-11-04
Creative Planning
NEW
Shares3,743
Change+3,743
Value$206.0K
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares3,697 from 3,697
Change0 (0%)
Value$203.4K (+$7.4K)
Filed 2026-10-08
Syntegra Private Wealth Group, LLC
NEW
Shares3,661
Change+3,661
Value$201.5K
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$165.8K (+$6.0K)
Filed 2026-10-28
Weaver Capital Management LLC
DECREASED
Shares2,448 from 2,706
Change-258 (-10%)
Value$134.7K (+$4.9K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
INCREASED
Shares1,492 from 1,458
Change+34 (+2%)
Value$82.1K (+$4.8K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$33.0K (+$1.2K)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$28.3K (+$1.0K)
Filed 2026-10-20
Chapman Financial Group, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.5K (+$1.0K)
Filed 2026-10-26
Creative Financial Designs Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.0K (+$803)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares323
Change+323
Value$17.8K
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$8.1K (+$304)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$201)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.2K (+$154)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.9K (+$142)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,811
Change-5,811 (-100%)
Value$0 (-$308.1K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 4,076
Change-4,076 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$43.0K)
Filed 2026-10-15
Lanark Financial, Inc.
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-26
Penserra Capital Management LLC
N/A
Shares— from 497,836
Change-497,836 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 370,725
Change-370,725 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 164,026
Change-164,026 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 162,570
Change-162,570 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 139,210
Change-139,210 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 124,423
Change-124,423 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 111,361
Change-111,361 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 74,509
Change-74,509 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,829
Change-72,829 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 72,096
Change-72,096 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 65,227
Change-65,227 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 50,090
Change-50,090 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 43,921
Change-43,921 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 38,464
Change-38,464 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 35,022
Change-35,022 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 34,619
Change-34,619 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 33,473
Change-33,473 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 30,347
Change-30,347 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 30,338
Change-30,338 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,869
Change-29,869 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,990
Change-23,990 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,591
Change-19,591 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,841
Change-16,841 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,814
Change-8,814 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,273
Change-8,273 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,449
Change-7,449 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 224
Change-224 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 224
Change-224 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 116
Change-116 (-100%)
Value—
Status
Integral Investment Advisors, Inc.
INCREASED296,890296,555+335+0%$15.7M$16.3M+$614.1K2026-11-03
Commonwealth Equity Services, LLC
DECREASED244,920256,223-11,303-4%$13.6M$13.5M-$107.4K2026-11-02
LPL Financial LLC
INCREASED83,64368,577+15,066+22%$3.6M$4.6M+$966.8K2026-11-06
Fragasso Financial Advisors Inc
DECREASED60,08363,507-3,424-5%$3.4M$3.4M-$10.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED58,50157,326+1,175+2%$3.0M$3.2M+$179.8K2026-11-02
Berkshire Money Management, Inc.
UNCHANGED55,58755,58700%$2.9M$3.1M+$111.6K2026-10-21
Global Assets Advisory, LLC
DECREASED39,85440,715-861-2%$2.2M$2.2M+$57.9K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED38,11238,493-381-1%$2.0M$2.1M+$56.3K2026-10-29
Diversify Wealth Management, LLC
UNCHANGED36,71036,71000%$1.9M$2.0M+$95.5K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED36,71036,71000%$1.9M$2.0M+$95.5K2026-10-20
Truist Financial Corp
DECREASED35,11936,320-1,201-3%$1.9M$1.9M+$6.9K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED31,60138,000-6,399-17%$2.0M$1.7M-$276.0K2026-11-02
Weaver Consulting Group
UNCHANGED27,09027,09000%$1.4M$1.5M+$54.4K2026-10-07
Diligent Investors, LLC
INCREASED25,53125,131+400+2%$1.3M$1.4M+$72.5K2026-10-21
Encompass More Asset Management
NEW23,580—+23,580——$1.3M—2026-10-16
Maltin Wealth Management, Inc.
UNCHANGED23,47323,47300%$1.2M$1.3M+$47.1K2026-10-13
Lantz Financial LLC
UNCHANGED22,89922,89900%$1.2M$1.3M+$46.0K2026-10-15
Atria Investments, Inc
INCREASED21,34420,706+638+3%$1.1M$1.2M+$76.7K2026-10-15
My Personal CFO, LLC
INCREASED20,45019,400+1,050+5%$1.0M$1.1M+$96.7K2026-10-14
Foronjy Financial LLC
INCREASED20,34919,415+934+5%$1.0M$1.1M+$90.4K2026-10-14
Concurrent Investment Advisors, LLC
NEW18,445—+18,445——$1.0M—2026-10-16
Spire Wealth Management
UNCHANGED18,24018,24000%$967.1K$1.0M+$36.6K2026-10-30
Sigma Planning Corp
INCREASED16,63016,430+200+1%$871.1K$915.1K+$44.0K2026-10-23
City Center Advisors, LLC
INCREASED16,36215,946+416+3%$845.5K$900.4K+$54.9K2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED16,25821,961-5,703-26%$1.2M$894.7K-$269.7K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED16,19513,611+2,584+19%$721.7K$891.2K+$169.6K2026-10-13
Caliber Wealth Management, LLC / KS
UNCHANGED14,68114,68100%$778.4K$807.9K+$29.5K2026-11-04
Brookstone Capital Management
INCREASED13,80110,163+3,638+36%$538.9K$759.5K+$220.6K2026-10-22
Krilogy Financial LLC
UNCHANGED12,91812,91800%$684.9K$721.3K+$36.3K2026-10-13
BFI Wealth Solutions, LLC
UNCHANGED12,10112,10100%$641.6K$665.9K+$24.3K2026-10-16
Valtinson Bruner Financial Planning LLC
DECREASED10,62713,697-3,070-22%$726.2K$584.8K-$141.4K2026-11-02
CoreCap Advisors, LLC
INCREASED10,59310,453+140+1%$554.2K$582.9K+$28.7K2026-10-08
Seven Hills Financial, LLC
NEW10,590—+10,590——$582.8K—2026-10-13
KFG Wealth Management, LLC
UNCHANGED10,42510,42500%$552.7K$573.7K+$20.9K2026-10-16
TopTier Wealth Management, LLC
UNCHANGED10,37910,37900%$550.3K$571.2K+$20.8K2026-10-16
Triad Wealth Partners, LLC
INCREASED9,4838,860+623+7%$476.4K$521.8K+$45.4K2026-10-26
Grantvest Financial Group LLC
UNCHANGED9,0499,04900%$479.8K$498.0K+$18.2K2026-10-21
BCS Wealth Management
UNCHANGED8,9648,96400%$475.3K$493.3K+$18.0K2026-11-03
Straight Path Wealth Management
DECREASED8,4388,459-210%$448.5K$464.3K+$15.8K2026-10-23
IMG Wealth Management, Inc.
INCREASED8,2438,051+192+2%$426.9K$453.6K+$26.8K2026-10-27
Global Trust Wealth Management LLC
DECREASED8,20010,200-2,000-20%$540.8K$451.2K-$89.6K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED7,9877,655+332+4%$405.9K$439.5K+$33.6K2026-11-03
Trek Financial, LLC
DECREASED7,9808,010-300%$424.7K$439.1K+$14.4K2026-10-29
J.W. Cole Advisors, Inc.
UNCHANGED7,7587,75800%$411.3K$426.9K+$15.6K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,5007,499+1+0%$397.6K$412.7K+$15.1K2026-10-14
XML Financial, LLC
DECREASED7,2578,175-918-11%$433.5K$399.4K-$34.1K2026-10-29
IFP Advisors, Inc
DECREASED7,2048,804-1,600-18%$466.8K$396.4K-$70.4K2026-10-16
Beacon Financial Advisory LLC
UNCHANGED6,5406,54000%$346.8K$359.9K+$13.1K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED6,1236,079+44+1%$325.0K$340.8K+$15.8K2026-10-13
Cornerstone Wealth, LLC
NEW6,067—+6,067——$333.6K—2026-10-28
Three Seasons Wealth, LLC
UNCHANGED5,5705,57000%$295.3K$306.5K+$11.2K2026-11-03
RFG Advisory, LLC
DECREASED4,8344,931-97-2%$261.4K$266.0K+$4.6K2026-11-03
Old Port Advisors
UNCHANGED4,5004,50000%$238.6K$247.6K+$9.0K2026-10-23
Retirement Planning Group, LLC
UNCHANGED4,4924,49200%$238.2K$247.2K+$9.0K2026-10-19
Blue Sky Capital Consultants Group, Inc.
NEW4,237—+4,237——$233.2K—2026-10-13
Simplicity Wealth,LLC
DECREASED4,2178,105-3,888-48%$429.7K$232.1K-$197.7K2026-10-23
Merit Financial Group, LLC
UNCHANGED4,0984,09800%$217.3K$225.5K+$8.2K2026-11-06
First Heartland Consultants, Inc.
DECREASED4,0294,084-55-1%$216.5K$221.7K+$5.2K2026-10-08
Visionary Wealth Advisors
DECREASED3,8803,980-100-3%$211.0K$213.5K+$2.5K2026-11-04
Creative Planning
NEW3,743—+3,743——$206.0K—2026-11-02
Farther Finance Advisors, LLC
UNCHANGED3,6973,69700%$196.0K$203.4K+$7.4K2026-10-08
Syntegra Private Wealth Group, LLC
NEW3,661—+3,661——$201.5K—2026-10-13
Evolution Wealth Management Inc.
UNCHANGED3,0123,01200%$159.7K$165.8K+$6.0K2026-10-28
Weaver Capital Management LLC
DECREASED2,4482,706-258-10%$129.9K$134.7K+$4.9K2026-10-15
Financial Network Wealth Advisors LLC
INCREASED1,4921,458+34+2%$77.3K$82.1K+$4.8K2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED60060000%$31.8K$33.0K+$1.2K2026-10-13
Private Trust Co NA
UNCHANGED51551500%$27.3K$28.3K+$1.0K2026-10-20
Chapman Financial Group, LLC
UNCHANGED50050000%$26.5K$27.5K+$1.0K2026-10-26
Creative Financial Designs Inc
UNCHANGED40040000%$21.2K$22.0K+$8032026-11-04
William Mack & Associates, Inc.
NEW323—+323——$17.8K—2026-10-27
Bullock Wealth Management Group
UNCHANGED14714700%$7.8K$8.1K+$3042026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED10010000%$5.3K$5.5K+$2012026-11-04
Country Trust Bank
UNCHANGED777700%$4.1K$4.2K+$1542026-10-30
Larson Financial Group LLC
UNCHANGED717100%$3.8K$3.9K+$1422026-11-05
Axxcess Wealth Management, LLC
CLOSED05,811-5,811-100%$308.1K$0-$308.1K2026-10-21
AlphaStar Capital Management, LLC
CLOSED04,076-4,076-100%$216.1K$0-$216.1K2026-10-16
AdvisorNet Financial, Inc
CLOSED0811-811-100%$43.0K$0-$43.0K2026-10-15
Lanark Financial, Inc.
CLOSED0289-289-100%$15.3K$0-$15.3K2026-10-26
Penserra Capital Management LLC
N/A—497,836-497,836-100%$26.4M———
Cofg Advisors, LLC
N/A—370,725-370,725-100%$19.7M———
Cerity Partners LLC
N/A—164,026-164,026-100%$8.7M———
HighTower Advisors, LLC
N/A—162,570-162,570-100%$8.6M———
Osaic Holdings, Inc.
N/A—139,210-139,210-100%$7.4M———
Cetera Investment Advisers
N/A—124,423-124,423-100%$6.6M———
Envestnet Asset Management Inc
N/A—111,361-111,361-100%$5.9M———
Old Mission Capital LLC
N/A—74,509-74,509-100%$4.0M———
Susquehanna International Group, LLP
N/A—72,829-72,829-100%$3.9M———
MML Investors Services, LLC
N/A—72,096-72,096-100%$3.8M———
Captrust Financial Advisors
N/A—65,227-65,227-100%$3.5M———
Raymond James Financial Inc
N/A—50,090-50,090-100%$2.7M———
Wealthquest Corp
N/A—43,921-43,921-100%$2.3M———
FSA Advisors, Inc.
N/A—38,464-38,464-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—35,022-35,022-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—34,619-34,619-100%$1.8M———
JPMorgan Chase & Co
N/A—33,473-33,473-100%$1.8M———
NewEdge Advisors, LLC
N/A—30,347-30,347-100%$1.6M———
First Commonwealth Financial Corp
N/A—30,338-30,338-100%$1.6M———
Janney Montgomery Scott LLC
N/A—29,869-29,869-100%$1.6M———
World Investment Advisors
N/A—23,990-23,990-100%$1.3M———
HRT Financial LP
N/A—19,591-19,591-100%$1.0M———
Mutual Advisors, LLC
N/A—16,841-16,841-100%$892.9K———
Arax Advisory Partners
N/A—12,304-12,304-100%$652.4K———
Thoroughbred Financial Services, LLC
N/A—10,163-10,163-100%$538.0K———
WPWealth LLP
N/A—9,582-9,582-100%$508.1K———
Snowden Capital Advisors LLC
N/A—9,243-9,243-100%$490.1K———
Blair William & Co
N/A—8,857-8,857-100%$469.6K———
Principal Securities, Inc.
N/A—8,814-8,814-100%$467.3K———
Arkadios Wealth Advisors
N/A—8,273-8,273-100%$438.6K———
Bellwether Advisors, LLC
N/A—8,147-8,147-100%$432.0K———
Kingsview Wealth Management, LLC
N/A—7,449-7,449-100%$395.0K———
CreativeOne Wealth, LLC
N/A—7,442-7,442-100%$394.6K———
Citadel Advisors LLC
N/A—7,066-7,066-100%$374.7K———
Advisory Services Network, LLC
N/A—6,729-6,729-100%$356.8K———
Rothschild Wealth LLC
N/A—6,000-6,000-100%$318.1K———
GWN Securities Inc.
N/A—5,962-5,962-100%$316.1K———
Cresset Asset Management, LLC
N/A—5,754-5,754-100%$305.1K———
GTS Financial, LLC
N/A—4,642-4,642-100%$211.0K———
Harbour Investments, Inc.
N/A—4,378-4,378-100%$232.1K———
MTM Financial Group, LLC
N/A—4,350-4,350-100%$230.6K———
Steward Partners Investment Advisory, LLC
N/A—3,019-3,019-100%$160.1K———
Continuum Advisory, LLC
N/A—2,890-2,890-100%$153.2K———
Morgan Stanley
N/A—2,809-2,809-100%$148.9K———
Operose Advisors LLC
N/A—2,061-2,061-100%$109.3K———
AE Wealth Management LLC
N/A—1,418-1,418-100%$75.2K———
Vision Retirement, LLC
N/A—735-735-100%$39.0K———
Keating Financial Advisory Services, Inc.
N/A—725-725-100%$38.4K———
IFG Advisory, LLC
N/A—444-444-100%$23.5K———
Caitlin John, LLC
N/A—370-370-100%$19.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—224-224-100%$11.9K———
BFC Planning, Inc.
N/A—224-224-100%$11.9K———
Fiduciary Financial Advisors
N/A—116-116-100%$6.2K———
Showing 131 of 131 institutions