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Innovator U.S. Equity Buffer (BAPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Integral Investment Advisors, Inc.
DECREASED
Shares299,122 from 300,336
Change-1,214 (0%)
Value$16.3M (+$345.7K)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares181,971 from 184,989
Change-3,018 (-2%)
Value$9.9M (+$88.9K)
Filed 2026-11-06
Macco Financial Group, Inc.
INCREASED
Shares154,944 from 141,289
Change+13,655 (+10%)
Value$8.5M (+$939.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares73,371 from 89,415
Change-16,044 (-18%)
Value$4.0M (-$753.8K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
DECREASED
Shares72,658 from 74,926
Change-2,268 (-3%)
Value$4.0M (-$21.1K)
Filed 2026-10-20
My Personal CFO, LLC
UNCHANGED
Shares68,328 from 68,328
Change0 (0%)
Value$3.7M (+$93.7K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
DECREASED
Shares50,778 from 51,496
Change-718 (-1%)
Value$2.8M (+$31.4K)
Filed 2026-10-29
Maltin Wealth Management, Inc.
UNCHANGED
Shares37,494 from 37,494
Change0 (0%)
Value$2.0M (+$51.4K)
Filed 2026-10-13
HB Wealth Management, LLC
UNCHANGED
Shares34,779 from 34,779
Change0 (0%)
Value$1.9M (+$47.7K)
Filed 2026-10-23
Southland Equity Partners LLC
DECREASED
Shares30,306 from 30,908
Change-602 (-2%)
Value$1.7M (+$9.5K)
Filed 2026-10-14
TopTier Wealth Management, LLC
DECREASED
Shares28,401 from 28,432
Change-31 (0%)
Value$1.6M (+$37.3K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares28,325 from 25,943
Change+2,382 (+9%)
Value$1.5M (+$165.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares27,908
Change+27,908
Value$1.5M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares26,649 from 26,648
Change+1 (0%)
Value$1.5M (+$36.6K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,745 from 30,034
Change-4,289 (-14%)
Value$1.4M (-$193.0K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares25,299 from 21,542
Change+3,757 (+17%)
Value$1.4M (+$234.8K)
Filed 2026-10-22
Encompass More Asset Management
NEW
Shares24,309
Change+24,309
Value$1.3M
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares24,230 from 24,584
Change-354 (-1%)
Value$1.3M (+$14.4K)
Filed 2026-10-23
Lantz Financial LLC
DECREASED
Shares22,861 from 22,894
Change-33 (0%)
Value$1.2M (+$29.6K)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares22,595 from 22,595
Change0 (0%)
Value$1.2M (+$31.0K)
Filed 2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED
Shares22,394 from 22,836
Change-442 (-2%)
Value$1.2M (+$7.2K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares21,994 from 21,392
Change+602 (+3%)
Value$1.2M (+$62.2K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares21,892 from 21,892
Change0 (0%)
Value$1.2M (+$30.0K)
Filed 2026-10-23
Berkshire Money Management, Inc.
UNCHANGED
Shares21,374 from 21,374
Change0 (0%)
Value$1.2M (+$29.3K)
Filed 2026-10-21
Clear Point Advisors Inc.
NEW
Shares20,914
Change+20,914
Value$1.1M
Filed 2026-10-30
Foronjy Financial LLC
INCREASED
Shares20,392 from 19,184
Change+1,208 (+6%)
Value$1.1M (+$92.3K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares16,208 from 15,603
Change+605 (+4%)
Value$885.5K (+$54.5K)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
DECREASED
Shares14,211 from 14,967
Change-756 (-5%)
Value$776.4K (-$20.7K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
UNCHANGED
Shares13,109 from 13,109
Change0 (0%)
Value$716.2K (+$18.0K)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares12,113 from 12,095
Change+18 (+0%)
Value$662.0K (+$17.9K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares11,666 from 12,732
Change-1,066 (-8%)
Value$637.3K (-$40.8K)
Filed 2026-10-29
Chris Bulman Inc
UNCHANGED
Shares10,368 from 10,368
Change0 (0%)
Value$566.4K (+$14.2K)
Filed 2026-10-20
WealthPLAN Partners, LLC
DECREASED
Shares9,740 from 9,763
Change-23 (0%)
Value$532.1K (+$12.1K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares9,474 from 8,815
Change+659 (+7%)
Value$517.6K (+$42.7K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares9,306 from 9,306
Change0 (0%)
Value$508.4K (+$12.8K)
Filed 2026-11-04
Goldstein Advisors, LLC
UNCHANGED
Shares8,548 from 8,548
Change0 (0%)
Value$467.0K (+$11.7K)
Filed 2026-10-15
Diligent Investors, LLC
UNCHANGED
Shares8,483 from 8,483
Change0 (0%)
Value$463.4K (+$11.6K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
DECREASED
Shares8,231 from 8,347
Change-116 (-1%)
Value$453.6K (+$9.0K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
UNCHANGED
Shares7,571 from 7,571
Change0 (0%)
Value$413.6K (+$10.4K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares6,900 from 6,904
Change-4 (0%)
Value$377.0K (+$9.3K)
Filed 2026-10-08
Farther Finance Advisors, LLC
UNCHANGED
Shares6,030 from 6,030
Change0 (0%)
Value$329.4K (+$8.3K)
Filed 2026-10-08
Souders Financial Advisors
UNCHANGED
Shares5,857 from 5,857
Change0 (0%)
Value$320.0K (+$8.0K)
Filed 2026-11-03
Trek Financial, LLC
UNCHANGED
Shares5,727 from 5,727
Change0 (0%)
Value$312.9K (+$7.9K)
Filed 2026-10-29
BFI Wealth Solutions, LLC
UNCHANGED
Shares5,674 from 5,674
Change0 (0%)
Value$310.0K (+$7.8K)
Filed 2026-10-16
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares5,548 from 5,548
Change0 (0%)
Value$303.1K (+$7.6K)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares5,511 from 17,484
Change-11,973 (-68%)
Value$301.1K (-$630.1K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,362 from 5,162
Change+200 (+4%)
Value$294.7K (+$18.2K)
Filed 2026-10-13
Beacon Financial Advisory LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$268.0K (+$6.7K)
Filed 2026-10-16
Commerce Advisors, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$262.2K (+$6.6K)
Filed 2026-10-19
Simplicity Wealth,LLC
DECREASED
Shares4,695 from 8,892
Change-4,197 (-47%)
Value$256.5K (-$217.1K)
Filed 2026-10-23
4J Wealth Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$218.5K (+$5.5K)
Filed 2026-11-02
KFG Wealth Management, LLC
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$206.2K (+$5.2K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,139 from 2,802
Change+337 (+12%)
Value$171.5K (+$22.3K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$164.1K (+$4.1K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares2,867 from 2,887
Change-20 (-1%)
Value$156.6K (+$2.9K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$86.4K (+$2.2K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$72.2K ($0)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$60.1K (+$1.5K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares1,039 from 1,008
Change+31 (+3%)
Value$56.8K (+$3.1K)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$49.7K (+$1.2K)
Filed 2026-10-01
IMG Wealth Management, Inc.
DECREASED
Shares527 from 531
Change-4 (-1%)
Value$28.8K (+$510)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$137)
Filed 2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$138)
Filed 2026-10-09
Country Trust Bank
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$4.5K (+$113)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares41
Change+41
Value$2.2K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.7K (+$44)
Filed 2026-10-27
Lido Advisors, LLC
CLOSED
Shares0 from 2,144,758
Change-2,144,758 (-100%)
Value$0 (-$114.2M)
Filed 2026-11-04
Corrado Advisors, LLC
CLOSED
Shares0 from 15,744
Change-15,744 (-100%)
Value$0 (-$838.5K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 4,457
Change-4,457 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-16
Barclays PLC
CLOSED
Shares0 from 1,002
Change-1,002 (-100%)
Value$0 (-$53.4K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$26.6K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-15
Cerity Partners LLC
N/A
Shares— from 519,837
Change-519,837 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 487,968
Change-487,968 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 383,163
Change-383,163 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 175,975
Change-175,975 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 123,925
Change-123,925 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 108,092
Change-108,092 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 79,878
Change-79,878 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 70,910
Change-70,910 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 55,355
Change-55,355 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,205
Change-40,205 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 38,843
Change-38,843 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,356
Change-35,356 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,865
Change-22,865 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,546
Change-21,546 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,992
Change-20,992 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,248
Change-19,248 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,733
Change-17,733 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 15,148
Change-15,148 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,210
Change-12,210 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,428
Change-9,428 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,085
Change-8,085 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 539
Change-539 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
FMR LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74
Change-74 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Status
Integral Investment Advisors, Inc.
DECREASED299,122300,336-1,2140%$16.0M$16.3M+$345.7K2026-11-03
LPL Financial LLC
DECREASED181,971184,989-3,018-2%$9.9M$9.9M+$88.9K2026-11-06
Macco Financial Group, Inc.
INCREASED154,944141,289+13,655+10%$7.5M$8.5M+$939.8K2026-11-05
Commonwealth Equity Services, LLC
DECREASED73,37189,415-16,044-18%$4.8M$4.0M-$753.8K2026-11-02
Hardworking Capital Advisors, LLC
DECREASED72,65874,926-2,268-3%$4.0M$4.0M-$21.1K2026-10-20
My Personal CFO, LLC
UNCHANGED68,32868,32800%$3.6M$3.7M+$93.7K2026-10-14
Blue Bell Private Wealth Management, LLC
DECREASED50,77851,496-718-1%$2.7M$2.8M+$31.4K2026-10-29
Maltin Wealth Management, Inc.
UNCHANGED37,49437,49400%$2.0M$2.0M+$51.4K2026-10-13
HB Wealth Management, LLC
UNCHANGED34,77934,77900%$1.9M$1.9M+$47.7K2026-10-23
Southland Equity Partners LLC
DECREASED30,30630,908-602-2%$1.6M$1.7M+$9.5K2026-10-14
TopTier Wealth Management, LLC
DECREASED28,40128,432-310%$1.5M$1.6M+$37.3K2026-10-16
Kestra Advisory Services, LLC
INCREASED28,32525,943+2,382+9%$1.4M$1.5M+$165.7K2026-11-02
Concurrent Investment Advisors, LLC
NEW27,908—+27,908——$1.5M—2026-10-16
Spire Wealth Management
INCREASED26,64926,648+10%$1.4M$1.5M+$36.6K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED25,74530,034-4,289-14%$1.6M$1.4M-$193.0K2026-11-02
Brookstone Capital Management
INCREASED25,29921,542+3,757+17%$1.1M$1.4M+$234.8K2026-10-22
Encompass More Asset Management
NEW24,309—+24,309——$1.3M—2026-10-16
Sigma Planning Corp
DECREASED24,23024,584-354-1%$1.3M$1.3M+$14.4K2026-10-23
Lantz Financial LLC
DECREASED22,86122,894-330%$1.2M$1.2M+$29.6K2026-10-15
Signaturefd, LLC
UNCHANGED22,59522,59500%$1.2M$1.2M+$31.0K2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED22,39422,836-442-2%$1.2M$1.2M+$7.2K2026-11-02
Atria Investments, Inc
INCREASED21,99421,392+602+3%$1.1M$1.2M+$62.2K2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED21,89221,89200%$1.2M$1.2M+$30.0K2026-10-23
Berkshire Money Management, Inc.
UNCHANGED21,37421,37400%$1.1M$1.2M+$29.3K2026-10-21
Clear Point Advisors Inc.
NEW20,914—+20,914——$1.1M—2026-10-30
Foronjy Financial LLC
INCREASED20,39219,184+1,208+6%$1.0M$1.1M+$92.3K2026-10-14
City Center Advisors, LLC
INCREASED16,20815,603+605+4%$831.0K$885.5K+$54.5K2026-10-08
Outlook Wealth Advisors, LLC
DECREASED14,21114,967-756-5%$797.1K$776.4K-$20.7K2026-10-28
Ballast Rock Private Wealth LLC
UNCHANGED13,10913,10900%$698.2K$716.2K+$18.0K2026-10-26
Keystone Wealth Services, LLC
INCREASED12,11312,095+18+0%$644.2K$662.0K+$17.9K2026-11-03
XML Financial, LLC
DECREASED11,66612,732-1,066-8%$678.1K$637.3K-$40.8K2026-10-29
Chris Bulman Inc
UNCHANGED10,36810,36800%$552.2K$566.4K+$14.2K2026-10-20
WealthPLAN Partners, LLC
DECREASED9,7409,763-230%$520.0K$532.1K+$12.1K2026-10-15
Triad Wealth Partners, LLC
INCREASED9,4748,815+659+7%$474.8K$517.6K+$42.7K2026-10-26
Caliber Wealth Management, LLC / KS
UNCHANGED9,3069,30600%$495.6K$508.4K+$12.8K2026-11-04
Goldstein Advisors, LLC
UNCHANGED8,5488,54800%$455.3K$467.0K+$11.7K2026-10-15
Diligent Investors, LLC
UNCHANGED8,4838,48300%$451.8K$463.4K+$11.6K2026-10-21
Fragasso Financial Advisors Inc
DECREASED8,2318,347-116-1%$444.6K$453.6K+$9.0K2026-10-13
Signal Advisors Wealth, LLC
UNCHANGED7,5717,57100%$403.2K$413.6K+$10.4K2026-10-13
CoreCap Advisors, LLC
DECREASED6,9006,904-40%$367.7K$377.0K+$9.3K2026-10-08
Farther Finance Advisors, LLC
UNCHANGED6,0306,03000%$321.2K$329.4K+$8.3K2026-10-08
Souders Financial Advisors
UNCHANGED5,8575,85700%$311.9K$320.0K+$8.0K2026-11-03
Trek Financial, LLC
UNCHANGED5,7275,72700%$305.0K$312.9K+$7.9K2026-10-29
BFI Wealth Solutions, LLC
UNCHANGED5,6745,67400%$302.2K$310.0K+$7.8K2026-10-16
Blue Sky Capital Consultants Group, Inc.
UNCHANGED5,5485,54800%$295.5K$303.1K+$7.6K2026-10-13
Strategic Blueprint, LLC
DECREASED5,51117,484-11,973-68%$931.2K$301.1K-$630.1K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED5,3625,162+200+4%$276.5K$294.7K+$18.2K2026-10-13
Beacon Financial Advisory LLC
UNCHANGED4,9054,90500%$261.2K$268.0K+$6.7K2026-10-16
Commerce Advisors, LLC
UNCHANGED4,8004,80000%$255.6K$262.2K+$6.6K2026-10-19
Simplicity Wealth,LLC
DECREASED4,6958,892-4,197-47%$473.6K$256.5K-$217.1K2026-10-23
4J Wealth Management LLC
UNCHANGED4,0004,00000%$213.0K$218.5K+$5.5K2026-11-02
KFG Wealth Management, LLC
UNCHANGED3,7743,77400%$201.0K$206.2K+$5.2K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED3,1392,802+337+12%$149.2K$171.5K+$22.3K2026-11-03
Chapman Financial Group, LLC
UNCHANGED3,0033,00300%$159.9K$164.1K+$4.1K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED2,8672,887-20-1%$153.8K$156.6K+$2.9K2026-10-30
IFP Advisors, Inc
UNCHANGED1,5821,58200%$84.3K$86.4K+$2.2K2026-10-16
Allworth Financial LP
UNCHANGED1,3561,35600%$72.2K$72.2K$02026-11-06
Creative Financial Designs Inc
UNCHANGED1,1001,10000%$58.6K$60.1K+$1.5K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED1,0391,008+31+3%$53.7K$56.8K+$3.1K2026-10-28
Noble Wealth Management PBC
UNCHANGED91091000%$48.5K$49.7K+$1.2K2026-10-01
IMG Wealth Management, Inc.
DECREASED527531-4-1%$28.3K$28.8K+$5102026-10-27
Cape Investment Advisory, Inc.
UNCHANGED10010000%$5.3K$5.5K+$1372026-10-13
Gilpin Wealth Management, LLC
UNCHANGED10010000%$5.3K$5.5K+$1382026-10-09
Country Trust Bank
UNCHANGED838300%$4.4K$4.5K+$1132026-10-30
Latitude Advisors, LLC
NEW41—+41——$2.2K—2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED323200%$1.7K$1.7K+$442026-10-27
Lido Advisors, LLC
CLOSED02,144,758-2,144,758-100%$114.2M$0-$114.2M2026-11-04
Corrado Advisors, LLC
CLOSED015,744-15,744-100%$838.5K$0-$838.5K2026-10-27
AlphaStar Capital Management, LLC
CLOSED04,457-4,457-100%$237.4K$0-$237.4K2026-10-16
Barclays PLC
CLOSED01,002-1,002-100%$53.4K$0-$53.4K2026-11-06
Bullseye Investment Management, LLC
CLOSED0500-500-100%$26.6K$0-$26.6K2026-10-29
AdvisorNet Financial, Inc
CLOSED0170-170-100%$9.1K$0-$9.1K2026-10-15
Cerity Partners LLC
N/A—519,837-519,837-100%$27.7M———
Penserra Capital Management LLC
N/A—487,968-487,968-100%$26.0M———
Cofg Advisors, LLC
N/A—383,163-383,163-100%$20.4M———
HighTower Advisors, LLC
N/A—175,975-175,975-100%$9.4M———
Osaic Holdings, Inc.
N/A—123,925-123,925-100%$6.6M———
Envestnet Asset Management Inc
N/A—108,092-108,092-100%$5.8M———
Cetera Investment Advisers
N/A—79,878-79,878-100%$4.3M———
Raymond James Financial Inc
N/A—70,910-70,910-100%$3.8M———
First Commonwealth Financial Corp
N/A—55,355-55,355-100%$2.9M———
MML Investors Services, LLC
N/A—40,205-40,205-100%$2.1M———
Benson Wealth Management Inc
N/A—38,843-38,843-100%$2.1M———
Orion Porfolio Solutions, LLC
N/A—35,356-35,356-100%$1.9M———
Janney Montgomery Scott LLC
N/A—22,865-22,865-100%$1.2M———
Snowden Capital Advisors LLC
N/A—21,749-21,749-100%$1.2M———
World Investment Advisors
N/A—21,546-21,546-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—20,992-20,992-100%$1.1M———
HRT Financial LP
N/A—19,248-19,248-100%$1.0M———
Goldman Sachs Group Inc
N/A—17,733-17,733-100%$944.5K———
Old Mission Capital LLC
N/A—15,148-15,148-100%$806.8K———
FSA Advisors, Inc.
N/A—14,798-14,798-100%$788.1K———
Principal Securities, Inc.
N/A—13,681-13,681-100%$728.7K———
GWN Securities Inc.
N/A—12,210-12,210-100%$650.3K———
Harbour Investments, Inc.
N/A—11,958-11,958-100%$636.9K———
Arax Advisory Partners
N/A—11,806-11,806-100%$628.8K———
Advisory Services Network, LLC
N/A—9,708-9,708-100%$517.0K———
Benjamin Edwards Inc
N/A—9,706-9,706-100%$516.9K———
JPMorgan Chase & Co
N/A—9,428-9,428-100%$500.3K———
Arkadios Wealth Advisors
N/A—8,973-8,973-100%$477.9K———
Focus Partners Wealth
N/A—8,706-8,706-100%$463.7K———
Susquehanna International Group, LLP
N/A—8,617-8,617-100%$458.9K———
WPWealth LLP
N/A—8,454-8,454-100%$450.3K———
CreativeOne Wealth, LLC
N/A—8,304-8,304-100%$442.3K———
Main Street Financial Solutions, LLC
N/A—8,085-8,085-100%$430.6K———
Captrust Financial Advisors
N/A—7,956-7,956-100%$423.7K———
AE Wealth Management LLC
N/A—7,291-7,291-100%$388.3K———
Stratos Wealth Advisors, LLC
N/A—7,232-7,232-100%$385.2K———
Tradition Wealth Management, LLC
N/A—7,232-7,232-100%$385.2K———
PlanVest Financial, Inc
N/A—6,472-6,472-100%$344.7K———
Beck Capital Management, LLC
N/A—6,030-6,030-100%$321.2K———
Bellwether Advisors, LLC
N/A—5,152-5,152-100%$274.4K———
Global Retirement Partners, LLC
N/A—5,000-5,000-100%$266.3K———
Cresset Asset Management, LLC
N/A—4,659-4,659-100%$248.1K———
Centaurus Financial, Inc.
N/A—3,886-3,886-100%$207.0K———
Integrity Financial Corp
N/A—3,833-3,833-100%$204.1K———
Steward Partners Investment Advisory, LLC
N/A—3,132-3,132-100%$166.8K———
Orion Capital Management LLC
N/A—2,670-2,670-100%$142.2K———
Morgan Stanley
N/A—1,763-1,763-100%$93.9K———
Keating Financial Advisory Services, Inc.
N/A—1,654-1,654-100%$88.1K———
Nalls Sherbakoff Group, LLC
N/A—1,575-1,575-100%$83.9K———
IFG Advisory, LLC
N/A—1,165-1,165-100%$62.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—539-539-100%$28.7K———
Highland Investment Advisors LLC
N/A—485-485-100%$25.8K———
BFC Planning, Inc.
N/A—229-229-100%$12.2K———
WealthShield Partners, LLC
N/A—150-150-100%$8.0K———
FMR LLC
N/A—118-118-100%$6.3K———
Capital Analysts, LLC
N/A—106-106-100%$6———
Northwestern Mutual Wealth Management Co
N/A—74-74-100%$3.9K———
Continuum Advisory, LLC
N/A—56-56-100%$3.0K———
Showing 130 of 130 institutions