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Innovator Nasdaq-100 MF ETF (QFLR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,503,957 from 1,618,281
Change-114,324 (-7%)
Value$54.3M (-$4.8M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares596,210 from 591,363
Change+4,847 (+1%)
Value$21.5M (-$55.7K)
Filed 2026-11-02
Liberty Atlantic Advisors LLC
INCREASED
Shares521,675 from 466,984
Change+54,691 (+12%)
Value$18.8M (+$1.8M)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares298,283 from 277,136
Change+21,147 (+8%)
Value$10.8M (+$655.1K)
Filed 2026-10-23
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares258,075 from 253,635
Change+4,440 (+2%)
Value$9.3M (+$61.3K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares212,024 from 216,201
Change-4,177 (-2%)
Value$7.4M (-$117.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares194,307 from 192,601
Change+1,706 (+1%)
Value$7.0M (-$13.6K)
Filed 2026-10-08
Thrivent Financial for Lutherans
NEW
Shares179,063
Change+179,063
Value$6.5M
Filed 2026-11-05
HFG Wealth Management, LLC
UNCHANGED
Shares177,791 from 177,791
Change0 (0%)
Value$6.5M ($0)
Filed 2026-10-16
Holos Integrated Wealth LLC
INCREASED
Shares177,271 from 167,106
Change+10,165 (+6%)
Value$6.3M (+$357.6K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares167,398 from 134,748
Change+32,650 (+24%)
Value$6.0M (+$1.1M)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares147,772 from 144,096
Change+3,676 (+3%)
Value$5.3M (+$76.5K)
Filed 2026-10-14
ATX Financial Planning, LLC
DECREASED
Shares132,050 from 306,223
Change-174,173 (-57%)
Value$4.8M (-$6.4M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares121,635 from 112,313
Change+9,322 (+8%)
Value$4.4M (+$342.4K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
INCREASED
Shares109,540 from 106,513
Change+3,027 (+3%)
Value$4.0M (+$71.5K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares106,395 from 117,797
Change-11,402 (-10%)
Value$3.8M (-$457.4K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares98,173 from 104,432
Change-6,259 (-6%)
Value$3.5M (-$266.6K)
Filed 2026-11-02
Southland Equity Partners LLC
INCREASED
Shares97,137 from 93,918
Change+3,219 (+3%)
Value$3.5M (+$79.5K)
Filed 2026-10-14
Winnacle Wealth LLC
DECREASED
Shares81,374 from 98,090
Change-16,716 (-17%)
Value$2.9M (-$641.5K)
Filed 2026-10-15
Diligent Investors, LLC
DECREASED
Shares74,120 from 74,329
Change-209 (0%)
Value$2.7M (-$36.5K)
Filed 2026-10-21
October Effect Ltd
DECREASED
Shares66,265 from 66,340
Change-75 (0%)
Value$2.4M (-$28.6K)
Filed 2026-10-20
Advisor OS, LLC
DECREASED
Shares65,255 from 68,755
Change-3,500 (-5%)
Value$2.4M (-$153.1K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares62,466 from 47,552
Change+14,914 (+31%)
Value$2.3M (+$519.7K)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares58,734 from 135,888
Change-77,154 (-57%)
Value$2.1M (-$2.8M)
Filed 2026-11-06
Worth Financial Advisory Group, LLC
DECREASED
Shares56,845 from 68,350
Change-11,505 (-17%)
Value$2.1M (-$441.9K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares53,957 from 62,073
Change-8,116 (-13%)
Value$1.9M (-$317.0K)
Filed 2026-11-02
Trek Financial, LLC
DECREASED
Shares40,589 from 40,766
Change-177 (0%)
Value$1.5M (-$22.3K)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares35,882 from 36,317
Change-435 (-1%)
Value$1.3M (-$29.9K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares32,884 from 27,892
Change+4,992 (+18%)
Value$1.2M (+$169.3K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares28,500 from 29,300
Change-800 (-3%)
Value$1.0M (-$40.3K)
Filed 2026-11-04
Beacon Financial Group
DECREASED
Shares27,145 from 29,809
Change-2,664 (-9%)
Value$979.7K (-$107.8K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares23,253 from 10,922
Change+12,331 (+113%)
Value$839.2K (+$440.8K)
Filed 2026-10-23
Claro Advisors Inc.
UNCHANGED
Shares22,643 from 22,643
Change0 (0%)
Value$817.2K (-$8.8K)
Filed 2026-11-02
4J Wealth Management LLC
UNCHANGED
Shares21,610 from 21,610
Change0 (0%)
Value$779.9K (-$8.4K)
Filed 2026-11-02
Vise Technologies, Inc.
NEW
Shares21,529
Change+21,529
Value$777.0K
Filed 2026-10-29
Foronjy Financial LLC
INCREASED
Shares16,000 from 15,884
Change+116 (+1%)
Value$577.4K (-$2.0K)
Filed 2026-10-14
Castleview Partners, LLC
DECREASED
Shares15,228 from 15,259
Change-31 (0%)
Value$549.6K (-$7.1K)
Filed 2026-10-09
Beacon Financial Advisory LLC
INCREASED
Shares14,983 from 14,206
Change+777 (+5%)
Value$540.7K (+$22.5K)
Filed 2026-10-16
Ifrah Financial Services, Inc.
DECREASED
Shares14,538 from 14,788
Change-250 (-2%)
Value$524.7K (-$14.8K)
Filed 2026-10-13
Apollon Financial, LLC
UNCHANGED
Shares14,447 from 14,447
Change0 (0%)
Value$521.4K (-$5.6K)
Filed 2026-10-23
CGN Advisors LLC
UNCHANGED
Shares12,856 from 12,856
Change0 (0%)
Value$464.0K (-$5.0K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares12,359 from 9,412
Change+2,947 (+31%)
Value$446.0K (+$102.7K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares10,902 from 11,052
Change-150 (-1%)
Value$393.5K (-$9.7K)
Filed 2026-10-30
Beacon Financial Strategies Corp
UNCHANGED
Shares9,789 from 9,789
Change0 (0%)
Value$353.3K (-$3.8K)
Filed 2026-10-14
NewCorp Financial Services, Inc.
DECREASED
Shares9,202 from 9,563
Change-361 (-4%)
Value$332.1K (-$16.8K)
Filed 2026-10-14
Encompass More Asset Management
DECREASED
Shares7,558 from 7,814
Change-256 (-3%)
Value$272.8K (-$12.3K)
Filed 2026-10-16
Welch Financial Planning, LLC
UNCHANGED
Shares6,732 from 6,732
Change0 (0%)
Value$243.0K (-$2.6K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares6,498 from 5,400
Change+1,098 (+20%)
Value$234.5K (+$37.5K)
Filed 2026-11-03
Bullseye Investment Management, LLC
DECREASED
Shares6,300 from 6,955
Change-655 (-9%)
Value$227.4K (-$26.4K)
Filed 2026-10-29
Truist Financial Corp
UNCHANGED
Shares6,128 from 6,128
Change0 (0%)
Value$221.2K (-$2.4K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares6,065 from 6,334
Change-269 (-4%)
Value$218.9K (-$12.2K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$204.6K (-$2.2K)
Filed 2026-11-05
Fisher Asset Management, LLC
NEW
Shares5,638
Change+5,638
Value$203.5K
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares4,855 from 4,113
Change+742 (+18%)
Value$175.2K (+$25.2K)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares3,052 from 3,052
Change0 (0%)
Value$110.2K (-$1.2K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$108.3K (-$1.2K)
Filed 2026-10-20
Ulland Investment Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$90 (-$1)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$40.6K (-$439)
Filed 2026-10-23
Whipplewood Advisors, LLC
DECREASED
Shares894 from 2,483
Change-1,589 (-64%)
Value$32.3K (-$58.3K)
Filed 2026-10-20
Vima LLC
DECREASED
Shares625 from 1,919
Change-1,294 (-67%)
Value$22.6K (-$47.4K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$16.4K ($0)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$8.6K (-$93)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares151 from 149
Change+2 (+1%)
Value$5.5K (+$14)
Filed 2026-10-16
Evolution Wealth Management Inc.
CLOSED
Shares0 from 25,795
Change-25,795 (-100%)
Value$0 (-$941.0K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-14
Atticus Wealth Management, LLC
CLOSED
Shares0 from 5,865
Change-5,865 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 5,792
Change-5,792 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-13
Cofg Advisors, LLC
N/A
Shares— from 779,910
Change-779,910 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 588,306
Change-588,306 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 468,773
Change-468,773 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 403,431
Change-403,431 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 385,161
Change-385,161 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 339,507
Change-339,507 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 207,157
Change-207,157 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 162,537
Change-162,537 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 157,853
Change-157,853 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 105,096
Change-105,096 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82,437
Change-82,437 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 77,396
Change-77,396 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 68,580
Change-68,580 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 67,148
Change-67,148 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 63,629
Change-63,629 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 62,586
Change-62,586 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 54,927
Change-54,927 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,072
Change-49,072 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,010
Change-45,010 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,961
Change-34,961 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,544
Change-30,544 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 26,632
Change-26,632 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 25,551
Change-25,551 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,862
Change-24,862 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 21,177
Change-21,177 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,989
Change-17,989 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 17,691
Change-17,691 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 14,747
Change-14,747 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,708
Change-14,708 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,945
Change-10,945 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,932
Change-9,932 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,803
Change-8,803 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 574
Change-574 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,503,9571,618,281-114,324-7%$59.0M$54.3M-$4.8M2026-11-06
Commonwealth Equity Services, LLC
INCREASED596,210591,363+4,847+1%$21.6M$21.5M-$55.7K2026-11-02
Liberty Atlantic Advisors LLC
INCREASED521,675466,984+54,691+12%$17.0M$18.8M+$1.8M2026-10-14
Simplicity Wealth,LLC
INCREASED298,283277,136+21,147+8%$10.1M$10.8M+$655.1K2026-10-23
Pinnacle Wealth Management Group, Inc.
INCREASED258,075253,635+4,440+2%$9.3M$9.3M+$61.3K2026-10-15
Chicago Partners Investment Group LLC
DECREASED212,024216,201-4,177-2%$7.6M$7.4M-$117.8K2026-10-27
Farther Finance Advisors, LLC
INCREASED194,307192,601+1,706+1%$7.0M$7.0M-$13.6K2026-10-08
Thrivent Financial for Lutherans
NEW179,063—+179,063——$6.5M—2026-11-05
HFG Wealth Management, LLC
UNCHANGED177,791177,79100%$6.5M$6.5M$02026-10-16
Holos Integrated Wealth LLC
INCREASED177,271167,106+10,165+6%$5.9M$6.3M+$357.6K2026-10-23
Brookstone Capital Management
INCREASED167,398134,748+32,650+24%$4.9M$6.0M+$1.1M2026-10-22
Triumph Capital Management
INCREASED147,772144,096+3,676+3%$5.3M$5.3M+$76.5K2026-10-14
ATX Financial Planning, LLC
DECREASED132,050306,223-174,173-57%$11.2M$4.8M-$6.4M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED121,635112,313+9,322+8%$4.1M$4.4M+$342.4K2026-10-13
Outlook Wealth Advisors, LLC
INCREASED109,540106,513+3,027+3%$3.9M$4.0M+$71.5K2026-10-28
Independent Financial Group, LLC
DECREASED106,395117,797-11,402-10%$4.3M$3.8M-$457.4K2026-10-13
Kestra Advisory Services, LLC
DECREASED98,173104,432-6,259-6%$3.8M$3.5M-$266.6K2026-11-02
Southland Equity Partners LLC
INCREASED97,13793,918+3,219+3%$3.4M$3.5M+$79.5K2026-10-14
Winnacle Wealth LLC
DECREASED81,37498,090-16,716-17%$3.6M$2.9M-$641.5K2026-10-15
Diligent Investors, LLC
DECREASED74,12074,329-2090%$2.7M$2.7M-$36.5K2026-10-21
October Effect Ltd
DECREASED66,26566,340-750%$2.4M$2.4M-$28.6K2026-10-20
Advisor OS, LLC
DECREASED65,25568,755-3,500-5%$2.5M$2.4M-$153.1K2026-11-03
Signal Advisors Wealth, LLC
INCREASED62,46647,552+14,914+31%$1.7M$2.3M+$519.7K2026-10-13
Clearstead Advisors, LLC
DECREASED58,734135,888-77,154-57%$5.0M$2.1M-$2.8M2026-11-06
Worth Financial Advisory Group, LLC
DECREASED56,84568,350-11,505-17%$2.5M$2.1M-$441.9K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED53,95762,073-8,116-13%$2.3M$1.9M-$317.0K2026-11-02
Trek Financial, LLC
DECREASED40,58940,766-1770%$1.5M$1.5M-$22.3K2026-10-29
RFG Advisory, LLC
DECREASED35,88236,317-435-1%$1.3M$1.3M-$29.9K2026-11-03
IMG Wealth Management, Inc.
INCREASED32,88427,892+4,992+18%$1.0M$1.2M+$169.3K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED28,50029,300-800-3%$1.1M$1.0M-$40.3K2026-11-04
Beacon Financial Group
DECREASED27,14529,809-2,664-9%$1.1M$979.7K-$107.8K2026-10-19
Signaturefd, LLC
INCREASED23,25310,922+12,331+113%$398.4K$839.2K+$440.8K2026-10-23
Claro Advisors Inc.
UNCHANGED22,64322,64300%$826.0K$817.2K-$8.8K2026-11-02
4J Wealth Management LLC
UNCHANGED21,61021,61000%$788.3K$779.9K-$8.4K2026-11-02
Vise Technologies, Inc.
NEW21,529—+21,529——$777.0K—2026-10-29
Foronjy Financial LLC
INCREASED16,00015,884+116+1%$579.5K$577.4K-$2.0K2026-10-14
Castleview Partners, LLC
DECREASED15,22815,259-310%$556.6K$549.6K-$7.1K2026-10-09
Beacon Financial Advisory LLC
INCREASED14,98314,206+777+5%$518.2K$540.7K+$22.5K2026-10-16
Ifrah Financial Services, Inc.
DECREASED14,53814,788-250-2%$539.5K$524.7K-$14.8K2026-10-13
Apollon Financial, LLC
UNCHANGED14,44714,44700%$527.0K$521.4K-$5.6K2026-10-23
CGN Advisors LLC
UNCHANGED12,85612,85600%$469.0K$464.0K-$5.0K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED12,3599,412+2,947+31%$343.4K$446.0K+$102.7K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED10,90211,052-150-1%$403.2K$393.5K-$9.7K2026-10-30
Beacon Financial Strategies Corp
UNCHANGED9,7899,78900%$357.1K$353.3K-$3.8K2026-10-14
NewCorp Financial Services, Inc.
DECREASED9,2029,563-361-4%$348.9K$332.1K-$16.8K2026-10-14
Encompass More Asset Management
DECREASED7,5587,814-256-3%$285.1K$272.8K-$12.3K2026-10-16
Welch Financial Planning, LLC
UNCHANGED6,7326,73200%$245.6K$243.0K-$2.6K2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED6,4985,400+1,098+20%$197.0K$234.5K+$37.5K2026-11-03
Bullseye Investment Management, LLC
DECREASED6,3006,955-655-9%$253.7K$227.4K-$26.4K2026-10-29
Truist Financial Corp
UNCHANGED6,1286,12800%$223.5K$221.2K-$2.4K2026-10-30
Sigma Planning Corp
DECREASED6,0656,334-269-4%$231.1K$218.9K-$12.2K2026-10-23
J.W. Cole Advisors, Inc.
UNCHANGED5,6705,67000%$206.8K$204.6K-$2.2K2026-11-05
Fisher Asset Management, LLC
NEW5,638—+5,638——$203.5K—2026-11-06
CoreCap Advisors, LLC
INCREASED4,8554,113+742+18%$150.0K$175.2K+$25.2K2026-10-08
Golden State Wealth Management, LLC
UNCHANGED3,0523,05200%$111.3K$110.2K-$1.2K2026-11-02
Private Trust Co NA
UNCHANGED3,0003,00000%$109.4K$108.3K-$1.2K2026-10-20
Ulland Investment Advisors, LLC
UNCHANGED2,5002,50000%$91$90-$12026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED1,1251,12500%$41.0K$40.6K-$4392026-10-23
Whipplewood Advisors, LLC
DECREASED8942,483-1,589-64%$90.6K$32.3K-$58.3K2026-10-20
Vima LLC
DECREASED6251,919-1,294-67%$70.0K$22.6K-$47.4K2026-10-23
Allworth Financial LP
UNCHANGED45045000%$16.4K$16.4K$02026-11-06
Assetmark, Inc
UNCHANGED23723700%$8.6K$8.6K-$932026-10-21
IFP Advisors, Inc
INCREASED151149+2+1%$5.4K$5.5K+$142026-10-16
Evolution Wealth Management Inc.
CLOSED025,795-25,795-100%$941.0K$0-$941.0K2026-10-28
Elmwood Wealth Management, Inc.
CLOSED06,000-6,000-100%$218.9K$0-$218.9K2026-10-14
Atticus Wealth Management, LLC
CLOSED05,865-5,865-100%$214.0K$0-$214.0K2026-10-20
Financial Futures Ltd Liability Co.
CLOSED05,792-5,792-100%$211.3K$0-$211.3K2026-10-13
Cofg Advisors, LLC
N/A—779,910-779,910-100%$28.5M———
Envestnet Asset Management Inc
N/A—588,306-588,306-100%$21.5M———
VanWeelden Wealth Management, LLC
N/A—468,773-468,773-100%$17.1M———
AE Wealth Management LLC
N/A—403,431-403,431-100%$14.7M———
Osaic Holdings, Inc.
N/A—385,161-385,161-100%$14.1M———
Cetera Investment Advisers
N/A—339,507-339,507-100%$12.4M———
Snowden Capital Advisors LLC
N/A—207,157-207,157-100%$7.6M———
CCG Wealth Management, LLC
N/A—162,537-162,537-100%$5.9M———
MML Investors Services, LLC
N/A—157,853-157,853-100%$5.8M———
Delta Investment Management, LLC
N/A—105,096-105,096-100%$3.8M———
NewEdge Advisors, LLC
N/A—82,437-82,437-100%$3.0M———
GWN Securities Inc.
N/A—77,396-77,396-100%$2.8M———
Compass Capital Corp
N/A—68,580-68,580-100%$2.4M———
IHT Wealth Management, LLC
N/A—67,148-67,148-100%$2.4M———
Yarger Wealth Strategies, LLC
N/A—63,629-63,629-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—62,586-62,586-100%$2.3M———
Rothschild Wealth LLC
N/A—54,927-54,927-100%$2.0M———
Equitable Holdings, Inc.
N/A—49,072-49,072-100%$1.8M———
Jane Street Group, LLC
N/A—45,010-45,010-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—43,000-43,000-100%$1.6M———
Arax Advisory Partners
N/A—34,961-34,961-100%$1.3M———
Susquehanna International Group, LLP
N/A—30,544-30,544-100%$1.1M———
Regatta Research & Money Management
N/A—26,632-26,632-100%$971.5K———
RED Reef Advisors LLC
N/A—25,551-25,551-100%$932.1K———
Harbour Investments, Inc.
N/A—24,862-24,862-100%$907.0K———
Core Wealth Advisors, Inc.
N/A—21,177-21,177-100%$772.5K———
Quantinno Capital Management LP
N/A—17,989-17,989-100%$656.2K———
Navis Wealth Advisors, LLC
N/A—17,691-17,691-100%$645.4K———
Impact Partnership Wealth, LLC
N/A—14,747-14,747-100%$538.0K———
Kingsview Wealth Management, LLC
N/A—14,708-14,708-100%$536.5K———
Steward Partners Investment Advisory, LLC
N/A—14,396-14,396-100%$525.2K———
Foundations Investment Advisors, LLC
N/A—13,153-13,153-100%$479.8K———
Stratos Wealth Partners, Ltd.
N/A—10,945-10,945-100%$399.3K———
Gateway Wealth Partners, LLC
N/A—9,932-9,932-100%$362.3K———
World Investment Advisors
N/A—8,903-8,903-100%$302.6K———
Advisory Services Network, LLC
N/A—8,803-8,803-100%$321.1K———
Great Valley Advisor Group, Inc.
N/A—7,071-7,071-100%$258.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,485-5,485-100%$200.1K———
Aptus Capital Advisors, LLC
N/A—4,713-4,713-100%$171.9K———
Benson Wealth Management Inc
N/A—4,129-4,129-100%$150.6K———
Centaurus Financial, Inc.
N/A—3,415-3,415-100%$125.0K———
BFC Planning, Inc.
N/A—2,630-2,630-100%$95.9K———
Northwestern Mutual Wealth Management Co
N/A—574-574-100%$20.9K———
Ameriflex Group, Inc.
N/A—500-500-100%$18.2K———
O'shaughnessy Asset Management, LLC
N/A—267-267-100%$9.7K———
Showing 112 of 112 institutions