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Innovator U.S. Equity Buffer (BJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares1,012,350 from 24,410
Change+987,940 (+4047%)
Value$56.1M (+$54.8M)
Filed 2026-10-22
Integral Investment Advisors, Inc.
INCREASED
Shares292,844 from 292,075
Change+769 (+0%)
Value$16.2M (+$366.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares193,445 from 218,958
Change-25,513 (-12%)
Value$10.7M (-$1.2M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares84,900 from 83,725
Change+1,175 (+1%)
Value$4.8M (+$170.1K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares67,351 from 62,107
Change+5,244 (+8%)
Value$3.7M (+$359.5K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares54,525 from 49,663
Change+4,862 (+10%)
Value$3.0M (+$324.6K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares49,241 from 39,869
Change+9,372 (+24%)
Value$2.7M (+$563.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares43,636 from 48,503
Change-4,867 (-10%)
Value$2.4M (-$216.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares42,715
Change+42,715
Value$2.4M
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares42,034 from 42,034
Change0 (0%)
Value$2.3M (+$46.6K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares41,610 from 39,712
Change+1,898 (+5%)
Value$2.3M (+$149.3K)
Filed 2026-10-30
Lantz Financial LLC
INCREASED
Shares40,418 from 38,045
Change+2,373 (+6%)
Value$2.2M (+$173.7K)
Filed 2026-10-15
My Personal CFO, LLC
DECREASED
Shares39,450 from 39,755
Change-305 (-1%)
Value$2.2M (+$27.2K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares36,760 from 16,577
Change+20,183 (+122%)
Value$2.0M (+$1.1M)
Filed 2026-11-06
Berkshire Money Management, Inc.
DECREASED
Shares33,214 from 34,038
Change-824 (-2%)
Value$1.8M (-$7.9K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
DECREASED
Shares31,761 from 31,930
Change-169 (-1%)
Value$1.8M (+$51.4K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED
Shares23,936 from 21,825
Change+2,111 (+10%)
Value$1.3M (+$141.2K)
Filed 2026-10-23
Corrado Advisors, LLC
DECREASED
Shares23,384 from 23,514
Change-130 (-1%)
Value$1.3M (+$18.9K)
Filed 2026-10-27
Encompass More Asset Management
NEW
Shares22,970
Change+22,970
Value$1.3M
Filed 2026-10-16
Cornerstone Wealth Group, LLC
DECREASED
Shares21,702 from 24,847
Change-3,145 (-13%)
Value$1.2M (-$146.7K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares20,770 from 20,181
Change+589 (+3%)
Value$1.2M (+$55.0K)
Filed 2026-10-15
D.B. Root & Company, LLC
INCREASED
Shares20,721 from 7,831
Change+12,890 (+165%)
Value$1.1M (+$723.1K)
Filed 2026-11-04
Foronjy Financial LLC
INCREASED
Shares19,967 from 18,905
Change+1,062 (+6%)
Value$1.1M (+$79.8K)
Filed 2026-10-14
Chris Bulman Inc
INCREASED
Shares18,003 from 5,875
Change+12,128 (+206%)
Value$997.7K (+$678.7K)
Filed 2026-10-20
Commerce Advisors, LLC
DECREASED
Shares17,413 from 18,413
Change-1,000 (-5%)
Value$965.0K (-$35.0K)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares16,112 from 15,670
Change+442 (+3%)
Value$892.9K (+$41.9K)
Filed 2026-10-08
BCS Wealth Management
DECREASED
Shares15,882 from 16,313
Change-431 (-3%)
Value$880.2K (-$5.8K)
Filed 2026-11-03
Triad Wealth Partners, LLC
INCREASED
Shares13,929 from 13,278
Change+651 (+5%)
Value$771.9K (+$42.4K)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares13,753 from 13,753
Change0 (0%)
Value$762.2K (+$15.3K)
Filed 2026-10-08
Global Trust Wealth Management LLC
UNCHANGED
Shares13,675 from 13,675
Change0 (0%)
Value$757.9K (+$15.2K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares12,949 from 12,970
Change-21 (0%)
Value$717.6K (+$13.2K)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares12,795 from 12,634
Change+161 (+1%)
Value$709.1K (+$22.9K)
Filed 2026-10-23
Weaver Consulting Group
INCREASED
Shares12,326 from 5,326
Change+7,000 (+131%)
Value$683.1K (+$393.8K)
Filed 2026-10-07
IMG Wealth Management, Inc.
DECREASED
Shares12,221 from 12,232
Change-11 (0%)
Value$677.3K (+$13.0K)
Filed 2026-10-27
Kathmere Capital Management, LLC
UNCHANGED
Shares12,050 from 12,050
Change0 (0%)
Value$667.8K (+$13.4K)
Filed 2026-10-20
Trilogy Capital Inc.
NEW
Shares11,585
Change+11,585
Value$642.0K
Filed 2026-10-20
TopTier Wealth Management, LLC
INCREASED
Shares11,291 from 9,895
Change+1,396 (+14%)
Value$625.7K (+$88.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares11,059 from 11,065
Change-6 (0%)
Value$612.9K (+$11.9K)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
INCREASED
Shares10,354 from 9,679
Change+675 (+7%)
Value$573.8K (+$48.1K)
Filed 2026-10-28
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares9,864 from 9,864
Change0 (0%)
Value$546.7K (+$10.9K)
Filed 2026-10-26
CRA Financial Services, LLC
DECREASED
Shares8,915 from 9,915
Change-1,000 (-10%)
Value$494.1K (-$44.4K)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares8,857 from 8,857
Change0 (0%)
Value$490.9K (+$9.8K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares8,405 from 7,763
Change+642 (+8%)
Value$465.8K (+$44.2K)
Filed 2026-10-29
Ballast Rock Private Wealth LLC
INCREASED
Shares7,209 from 6,671
Change+538 (+8%)
Value$399.5K (+$37.2K)
Filed 2026-10-26
Strategic Blueprint, LLC
NEW
Shares6,898
Change+6,898
Value$382.3K
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares6,662 from 9,611
Change-2,949 (-31%)
Value$369.2K (-$152.8K)
Filed 2026-10-23
Southland Equity Partners LLC
UNCHANGED
Shares6,522 from 6,522
Change0 (0%)
Value$361.4K (+$7.2K)
Filed 2026-10-14
Lewis Asset Management, LLC
INCREASED
Shares6,440 from 5,787
Change+653 (+11%)
Value$356.9K (+$42.6K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$355.2K (+$7.1K)
Filed 2026-10-14
Soltis Investment Advisors LLC
UNCHANGED
Shares5,824 from 5,824
Change0 (0%)
Value$322.8K (+$6.5K)
Filed 2026-10-28
4J Wealth Management LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$318.7K (+$6.4K)
Filed 2026-11-02
Seros Financial, LLC
DECREASED
Shares5,677 from 6,325
Change-648 (-10%)
Value$314.6K (-$28.9K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares5,352 from 5,352
Change0 (0%)
Value$296.6K (+$5.9K)
Filed 2026-11-04
Blue Sky Capital Consultants Group, Inc.
NEW
Shares5,218
Change+5,218
Value$289.2K
Filed 2026-10-13
Schulz Wealth, Ltd.
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$284.0K (+$5.7K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares5,106 from 5,014
Change+92 (+2%)
Value$283.0K (+$10.7K)
Filed 2026-10-29
Three Seasons Wealth, LLC
UNCHANGED
Shares5,065 from 5,065
Change0 (0%)
Value$280.7K (+$5.6K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,508 from 4,188
Change+320 (+8%)
Value$249.8K (+$22.4K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED
Shares4,401 from 4,403
Change-2 (0%)
Value$243.9K (+$4.8K)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares4,256 from 4,377
Change-121 (-3%)
Value$235.9K (-$1.8K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares4,226 from 3,684
Change+542 (+15%)
Value$234.2K (+$34.1K)
Filed 2026-10-30
Focus Financial Network, Inc.
NEW
Shares3,635
Change+3,635
Value$201.5K
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares1,619 from 1,629
Change-10 (-1%)
Value$89.7K (+$1.3K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares1,564 from 1,529
Change+35 (+2%)
Value$86.7K (+$3.6K)
Filed 2026-10-28
Barclays PLC
INCREASED
Shares935 from 37
Change+898 (+2427%)
Value$51.8K (+$49.8K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$43.8K (+$877)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.7K (+$555)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.7K (+$555)
Filed 2026-10-01
Allworth Financial LP
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$27.0K ($0)
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares331
Change+331
Value$18.3K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$13.7K (+$275)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$12.0K (+$241)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$10.6K (+$212)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.3K (+$85)
Filed 2026-10-30
IAG Wealth Partners, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.0K (+$80)
Filed 2026-11-06
Buska Wealth Management, LLC
CLOSED
Shares0 from 3,871
Change-3,871 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-08
PFG Advisors
CLOSED
Shares0 from 3,858
Change-3,858 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-16
Evolution Wealth Management Inc.
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-29
Penserra Capital Management LLC
N/A
Shares— from 480,884
Change-480,884 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 359,409
Change-359,409 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 175,380
Change-175,380 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 165,516
Change-165,516 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 162,974
Change-162,974 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 101,257
Change-101,257 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 91,750
Change-91,750 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 74,924
Change-74,924 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 60,066
Change-60,066 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,841
Change-43,841 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 41,183
Change-41,183 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 39,130
Change-39,130 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 37,747
Change-37,747 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,222
Change-37,222 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 37,132
Change-37,132 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,585
Change-33,585 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 31,971
Change-31,971 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,592
Change-25,592 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,518
Change-24,518 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,264
Change-23,264 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,831
Change-21,831 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 21,352
Change-21,352 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,340
Change-21,340 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,562
Change-18,562 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,755
Change-17,755 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,395
Change-16,395 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 14,110
Change-14,110 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,417
Change-12,417 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,603
Change-10,603 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,469
Change-9,469 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,058
Change-6,058 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 633
Change-633 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 468
Change-468 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED1,012,35024,410+987,940+4047%$1.3M$56.1M+$54.8M2026-10-22
Integral Investment Advisors, Inc.
INCREASED292,844292,075+769+0%$15.9M$16.2M+$366.8K2026-11-03
Commonwealth Equity Services, LLC
DECREASED193,445218,958-25,513-12%$11.9M$10.7M-$1.2M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED84,90083,725+1,175+1%$4.6M$4.8M+$170.1K2026-10-13
LPL Financial LLC
INCREASED67,35162,107+5,244+8%$3.4M$3.7M+$359.5K2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED54,52549,663+4,862+10%$2.7M$3.0M+$324.6K2026-10-29
Kestra Advisory Services, LLC
INCREASED49,24139,869+9,372+24%$2.2M$2.7M+$563.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED43,63648,503-4,867-10%$2.6M$2.4M-$216.0K2026-11-02
Concurrent Investment Advisors, LLC
NEW42,715—+42,715——$2.4M—2026-10-16
Signaturefd, LLC
UNCHANGED42,03442,03400%$2.3M$2.3M+$46.6K2026-10-23
Spire Wealth Management
INCREASED41,61039,712+1,898+5%$2.2M$2.3M+$149.3K2026-10-30
Lantz Financial LLC
INCREASED40,41838,045+2,373+6%$2.1M$2.2M+$173.7K2026-10-15
My Personal CFO, LLC
DECREASED39,45039,755-305-1%$2.2M$2.2M+$27.2K2026-10-14
Merit Financial Group, LLC
INCREASED36,76016,577+20,183+122%$900.3K$2.0M+$1.1M2026-11-06
Berkshire Money Management, Inc.
DECREASED33,21434,038-824-2%$1.8M$1.8M-$7.9K2026-10-21
Fragasso Financial Advisors Inc
DECREASED31,76131,930-169-1%$1.7M$1.8M+$51.4K2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED23,93621,825+2,111+10%$1.2M$1.3M+$141.2K2026-10-23
Corrado Advisors, LLC
DECREASED23,38423,514-130-1%$1.3M$1.3M+$18.9K2026-10-27
Encompass More Asset Management
NEW22,970—+22,970——$1.3M—2026-10-16
Cornerstone Wealth Group, LLC
DECREASED21,70224,847-3,145-13%$1.3M$1.2M-$146.7K2026-11-02
Atria Investments, Inc
INCREASED20,77020,181+589+3%$1.1M$1.2M+$55.0K2026-10-15
D.B. Root & Company, LLC
INCREASED20,7217,831+12,890+165%$425.3K$1.1M+$723.1K2026-11-04
Foronjy Financial LLC
INCREASED19,96718,905+1,062+6%$1.0M$1.1M+$79.8K2026-10-14
Chris Bulman Inc
INCREASED18,0035,875+12,128+206%$319.1K$997.7K+$678.7K2026-10-20
Commerce Advisors, LLC
DECREASED17,41318,413-1,000-5%$1,000.0K$965.0K-$35.0K2026-10-19
City Center Advisors, LLC
INCREASED16,11215,670+442+3%$851.0K$892.9K+$41.9K2026-10-08
BCS Wealth Management
DECREASED15,88216,313-431-3%$886.0K$880.2K-$5.8K2026-11-03
Triad Wealth Partners, LLC
INCREASED13,92913,278+651+5%$729.5K$771.9K+$42.4K2026-10-26
CoreCap Advisors, LLC
UNCHANGED13,75313,75300%$746.9K$762.2K+$15.3K2026-10-08
Global Trust Wealth Management LLC
UNCHANGED13,67513,67500%$742.7K$757.9K+$15.2K2026-10-14
Oppenheimer & Co Inc
DECREASED12,94912,970-210%$704.4K$717.6K+$13.2K2026-10-26
Sigma Planning Corp
INCREASED12,79512,634+161+1%$686.2K$709.1K+$22.9K2026-10-23
Weaver Consulting Group
INCREASED12,3265,326+7,000+131%$289.3K$683.1K+$393.8K2026-10-07
IMG Wealth Management, Inc.
DECREASED12,22112,232-110%$664.3K$677.3K+$13.0K2026-10-27
Kathmere Capital Management, LLC
UNCHANGED12,05012,05000%$654.4K$667.8K+$13.4K2026-10-20
Trilogy Capital Inc.
NEW11,585—+11,585——$642.0K—2026-10-20
TopTier Wealth Management, LLC
INCREASED11,2919,895+1,396+14%$537.4K$625.7K+$88.3K2026-10-16
Farther Finance Advisors, LLC
DECREASED11,05911,065-60%$600.9K$612.9K+$11.9K2026-10-08
Outlook Wealth Advisors, LLC
INCREASED10,3549,679+675+7%$525.7K$573.8K+$48.1K2026-10-28
Wingate Wealth Advisors, Inc.
UNCHANGED9,8649,86400%$535.7K$546.7K+$10.9K2026-10-26
CRA Financial Services, LLC
DECREASED8,9159,915-1,000-10%$538.5K$494.1K-$44.4K2026-10-16
Chapman Financial Group, LLC
UNCHANGED8,8578,85700%$481.0K$490.9K+$9.8K2026-10-26
Integrity Alliance, Llc.
INCREASED8,4057,763+642+8%$421.6K$465.8K+$44.2K2026-10-29
Ballast Rock Private Wealth LLC
INCREASED7,2096,671+538+8%$362.3K$399.5K+$37.2K2026-10-26
Strategic Blueprint, LLC
NEW6,898—+6,898——$382.3K—2026-10-22
Simplicity Wealth,LLC
DECREASED6,6629,611-2,949-31%$522.0K$369.2K-$152.8K2026-10-23
Southland Equity Partners LLC
UNCHANGED6,5226,52200%$354.2K$361.4K+$7.2K2026-10-14
Lewis Asset Management, LLC
INCREASED6,4405,787+653+11%$314.3K$356.9K+$42.6K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED6,4106,41000%$348.1K$355.2K+$7.1K2026-10-14
Soltis Investment Advisors LLC
UNCHANGED5,8245,82400%$316.3K$322.8K+$6.5K2026-10-28
4J Wealth Management LLC
UNCHANGED5,7505,75000%$312.3K$318.7K+$6.4K2026-11-02
Seros Financial, LLC
DECREASED5,6776,325-648-10%$343.5K$314.6K-$28.9K2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED5,3525,35200%$290.7K$296.6K+$5.9K2026-11-04
Blue Sky Capital Consultants Group, Inc.
NEW5,218—+5,218——$289.2K—2026-10-13
Schulz Wealth, Ltd.
UNCHANGED5,1255,12500%$278.3K$284.0K+$5.7K2026-11-03
Trek Financial, LLC
INCREASED5,1065,014+92+2%$272.3K$283.0K+$10.7K2026-10-29
Three Seasons Wealth, LLC
UNCHANGED5,0655,06500%$275.1K$280.7K+$5.6K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED4,5084,188+320+8%$227.5K$249.8K+$22.4K2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED4,4014,403-20%$239.1K$243.9K+$4.8K2026-11-02
Beacon Financial Advisory LLC
DECREASED4,2564,377-121-3%$237.7K$235.9K-$1.8K2026-10-16
Truist Financial Corp
INCREASED4,2263,684+542+15%$200.1K$234.2K+$34.1K2026-10-30
Focus Financial Network, Inc.
NEW3,635—+3,635——$201.5K—2026-10-14
IFP Advisors, Inc
DECREASED1,6191,629-10-1%$88.5K$89.7K+$1.3K2026-10-16
Financial Network Wealth Advisors LLC
INCREASED1,5641,529+35+2%$83.0K$86.7K+$3.6K2026-10-28
Barclays PLC
INCREASED93537+898+2427%$2.0K$51.8K+$49.8K2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED79079000%$42.9K$43.8K+$8772026-10-30
Creative Financial Designs Inc
UNCHANGED50050000%$27.2K$27.7K+$5552026-11-04
Noble Wealth Management PBC
UNCHANGED50050000%$27.2K$27.7K+$5552026-10-01
Allworth Financial LP
UNCHANGED49849800%$27.0K$27.0K$02026-11-06
William Mack & Associates, Inc.
NEW331—+331——$18.3K—2026-10-27
Archer Investment Corp
UNCHANGED24824800%$13.5K$13.7K+$2752026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED21721700%$11.8K$12.0K+$2412026-10-27
Larson Financial Group LLC
UNCHANGED19119100%$10.4K$10.6K+$2122026-11-05
Country Trust Bank
UNCHANGED777700%$4.2K$4.3K+$852026-10-30
IAG Wealth Partners, LLC
UNCHANGED727200%$3.9K$4.0K+$802026-11-06
Buska Wealth Management, LLC
CLOSED03,871-3,871-100%$210.2K$0-$210.2K2026-10-08
PFG Advisors
CLOSED03,858-3,858-100%$209.5K$0-$209.5K2026-10-16
Evolution Wealth Management Inc.
CLOSED0211-211-100%$11.5K$0-$11.5K2026-10-28
AdvisorNet Financial, Inc
CLOSED0160-160-100%$8.7K$0-$8.7K2026-10-15
Bullseye Investment Management, LLC
CLOSED021-21-100%$1.1K$0-$1.1K2026-10-29
Penserra Capital Management LLC
N/A—480,884-480,884-100%$26.1M———
Cofg Advisors, LLC
N/A—359,409-359,409-100%$19.5M———
Osaic Holdings, Inc.
N/A—175,380-175,380-100%$9.5M———
Cerity Partners LLC
N/A—165,516-165,516-100%$9.0M———
HighTower Advisors, LLC
N/A—162,974-162,974-100%$8.9M———
Cetera Investment Advisers
N/A—101,257-101,257-100%$5.5M———
Rothschild Investment LLC
N/A—91,750-91,750-100%$5.0M———
Bellwether Advisors, LLC
N/A—74,924-74,924-100%$4.1M———
Janney Montgomery Scott LLC
N/A—60,066-60,066-100%$3.3M———
Envestnet Asset Management Inc
N/A—43,841-43,841-100%$2.4M———
Wealthquest Corp
N/A—41,183-41,183-100%$2.2M———
Snowden Capital Advisors LLC
N/A—39,130-39,130-100%$2.1M———
Stratos Wealth Advisors, LLC
N/A—37,747-37,747-100%$2.1M———
Raymond James Financial Inc
N/A—37,222-37,222-100%$2.0M———
FSA Advisors, Inc.
N/A—37,132-37,132-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—33,585-33,585-100%$1.8M———
GWN Securities Inc.
N/A—31,971-31,971-100%$1.7M———
Principal Securities, Inc.
N/A—25,592-25,592-100%$1.4M———
Blair William & Co
N/A—24,518-24,518-100%$1.3M———
World Investment Advisors
N/A—23,264-23,264-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—21,831-21,831-100%$1.2M———
Bcgm Wealth Management, LLC
N/A—21,352-21,352-100%$1.2M———
Old Mission Capital LLC
N/A—21,340-21,340-100%$1.2M———
MML Investors Services, LLC
N/A—18,562-18,562-100%$1.0M———
JPMorgan Chase & Co
N/A—17,755-17,755-100%$964.6K———
Cresset Asset Management, LLC
N/A—16,395-16,395-100%$890.4K———
First Commonwealth Financial Corp
N/A—14,110-14,110-100%$766.3K———
Advisory Services Network, LLC
N/A—12,417-12,417-100%$674.4K———
CreativeOne Wealth, LLC
N/A—10,603-10,603-100%$575.8K———
Arkadios Wealth Advisors
N/A—9,469-9,469-100%$514.3K———
Rothschild Wealth LLC
N/A—8,036-8,036-100%$436.4K———
Captrust Financial Advisors
N/A—7,666-7,666-100%$416.3K———
Steward Partners Investment Advisory, LLC
N/A—7,102-7,102-100%$385.7K———
Wood Tarver Financial Group, LLC
N/A—7,047-7,047-100%$382.0K———
AE Wealth Management LLC
N/A—6,385-6,385-100%$346.8K———
Tradition Wealth Management, LLC
N/A—6,058-6,058-100%$329.0K———
Harbour Investments, Inc.
N/A—5,636-5,636-100%$306.1K———
Foundations Investment Advisors, LLC
N/A—5,471-5,471-100%$297.1K———
Retirement Income Solutions, Inc
N/A—5,368-5,368-100%$266.7K———
Arax Advisory Partners
N/A—5,113-5,113-100%$277.7K———
Benjamin Edwards Inc
N/A—3,834-3,834-100%$208.2K———
Centaurus Financial, Inc.
N/A—3,787-3,787-100%$206.0K———
Orion Capital Management LLC
N/A—3,000-3,000-100%$162.9K———
Morgan Stanley
N/A—2,021-2,021-100%$109.8K———
Glen Eagle Advisors, LLC
N/A—1,985-1,985-100%$107.8K———
Keating Financial Advisory Services, Inc.
N/A—1,621-1,621-100%$88.0K———
Fiduciary Financial Advisors
N/A—633-633-100%$34.4K———
WealthShield Partners, LLC
N/A—478-478-100%$26.0K———
Wells Fargo & Company
N/A—468-468-100%$25.4K———
Continuum Advisory, LLC
N/A—401-401-100%$21.8K———
BFC Planning, Inc.
N/A—218-218-100%$11.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—218-218-100%$11.8K———
O'shaughnessy Asset Management, LLC
N/A—105-105-100%$5.7K———
Showing 133 of 133 institutions