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Innovator Laddered Allocatio (BUFF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,474,837 from 1,948,392
Change+526,445 (+27%)
Value$133.3M (+$30.7M)
Filed 2026-11-06
Quadcap Wealth Management, LLC
INCREASED
Shares616,517 from 200,096
Change+416,421 (+208%)
Value$33.2M (+$22.7M)
Filed 2026-11-02
Collaborative Wealth Managment Inc.
INCREASED
Shares408,516 from 399,153
Change+9,363 (+2%)
Value$22.0M (+$983.5K)
Filed 2026-11-06
LifeWealth Investments, LLC
INCREASED
Shares389,976 from 371,319
Change+18,657 (+5%)
Value$21.0M (+$1.5M)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares369,839 from 347,147
Change+22,692 (+7%)
Value$20.0M (+$1.7M)
Filed 2026-10-23
Buska Wealth Management, LLC
INCREASED
Shares233,118 from 196,837
Change+36,281 (+18%)
Value$12.6M (+$2.2M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares226,178 from 224,575
Change+1,603 (+1%)
Value$12.2M (+$355.9K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares203,298 from 185,124
Change+18,174 (+10%)
Value$11.0M (+$1.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares190,042 from 177,621
Change+12,421 (+7%)
Value$10.2M (+$882.0K)
Filed 2026-11-02
KFG Wealth Management, LLC
DECREASED
Shares138,908 from 139,152
Change-244 (0%)
Value$7.5M (+$153.8K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares125,849 from 121,964
Change+3,885 (+3%)
Value$6.8M (+$355.7K)
Filed 2026-11-04
Seros Financial, LLC
INCREASED
Shares100,346 from 95,381
Change+4,965 (+5%)
Value$5.4M (+$382.0K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares97,149 from 101,355
Change-4,206 (-4%)
Value$5.2M (-$105.0K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares96,850 from 88,808
Change+8,042 (+9%)
Value$5.2M (+$539.9K)
Filed 2026-11-06
Columbia Advisory Partners LLC
DECREASED
Shares74,067 from 76,934
Change-2,867 (-4%)
Value$4.0M (-$62.2K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
INCREASED
Shares59,105 from 55,939
Change+3,166 (+6%)
Value$3.2M (+$237.7K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares58,673 from 57,170
Change+1,503 (+3%)
Value$3.2M (+$149.6K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares55,329 from 50,738
Change+4,591 (+9%)
Value$3.0M (+$308.2K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares52,375 from 47,933
Change+4,442 (+9%)
Value$2.8M (+$296.8K)
Filed 2026-10-13
Southland Equity Partners LLC
INCREASED
Shares50,712 from 50,291
Change+421 (+1%)
Value$2.7M (+$83.0K)
Filed 2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares49,503 from 47,246
Change+2,257 (+5%)
Value$2.7M (+$178.3K)
Filed 2026-10-15
City Center Advisors, LLC
INCREASED
Shares49,288 from 36,992
Change+12,296 (+33%)
Value$2.7M (+$706.9K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares48,031 from 20,162
Change+27,869 (+138%)
Value$2.6M (+$1.5M)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares47,374 from 49,472
Change-2,098 (-4%)
Value$2.6M (-$53.7K)
Filed 2026-10-15
Milestone Asset Management, LLC
DECREASED
Shares43,569 from 43,934
Change-365 (-1%)
Value$2.3M (+$33.1K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares42,145 from 43,040
Change-895 (-2%)
Value$2.3M (+$3.4K)
Filed 2026-10-14
Diligent Investors, LLC
DECREASED
Shares41,119 from 41,524
Change-405 (-1%)
Value$2.2M (+$28.0K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares39,917 from 39,917
Change0 (0%)
Value$2.2M (+$47.9K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares36,384 from 36,102
Change+282 (+1%)
Value$2.0M (+$58.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares34,695 from 35,894
Change-1,199 (-3%)
Value$1.9M (-$21.5K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares34,588 from 34,009
Change+579 (+2%)
Value$1.9M (+$72.0K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares32,398 from 32,439
Change-41 (0%)
Value$1.7M (+$36.7K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares31,077 from 27,043
Change+4,034 (+15%)
Value$1.7M (+$249.8K)
Filed 2026-10-13
Vestia Personal Wealth Advisors
DECREASED
Shares30,996 from 31,185
Change-189 (-1%)
Value$1.7M (+$27.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares30,709 from 31,232
Change-523 (-2%)
Value$1.7M (+$23.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares30,709 from 31,232
Change-523 (-2%)
Value$1.7M (+$23.1K)
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED
Shares29,560 from 28,244
Change+1,316 (+5%)
Value$1.6M (+$104.8K)
Filed 2026-10-08
Koshinski Asset Management, Inc.
INCREASED
Shares25,874 from 4,760
Change+21,114 (+444%)
Value$1.4M (+$1.1M)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares25,089 from 22,384
Change+2,705 (+12%)
Value$1.4M (+$172.6K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,090 from 20,815
Change+3,275 (+16%)
Value$1.3M (+$205.1K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares22,036 from 21,036
Change+1,000 (+5%)
Value$1.2M (+$79.1K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares21,883 from 20,628
Change+1,255 (+6%)
Value$1.2M (+$92.4K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares21,792 from 27,181
Change-5,389 (-20%)
Value$634.5K (-$169.1K)
Filed 2026-11-04
OFC Financial Planning, LLC
DECREASED
Shares21,196 from 21,512
Change-316 (-1%)
Value$1.1M (+$8.8K)
Filed 2026-11-06
Sovran Advisors, LLC
INCREASED
Shares20,533 from 13,051
Change+7,482 (+57%)
Value$1.1M (+$427.6K)
Filed 2026-11-02
Weaver Consulting Group
INCREASED
Shares19,557 from 18,999
Change+558 (+3%)
Value$1.1M (+$52.9K)
Filed 2026-10-07
Bluedoor Private Wealth, LLC
UNCHANGED
Shares18,507 from 18,507
Change0 (0%)
Value$997.2K (+$22.2K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares18,212 from 18,436
Change-224 (-1%)
Value$981.3K (+$10.1K)
Filed 2026-10-22
Keeler Thomas Management LLC
INCREASED
Shares18,051 from 12,941
Change+5,110 (+39%)
Value$972.6K (+$290.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares16,148 from 15,488
Change+660 (+4%)
Value$875.1K (+$59.2K)
Filed 2026-10-15
Creative Planning
DECREASED
Shares15,856 from 17,931
Change-2,075 (-12%)
Value$854.3K (-$90.3K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares15,182 from 15,836
Change-654 (-4%)
Value$818.0K (-$16.2K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
UNCHANGED
Shares15,031 from 15,031
Change0 (0%)
Value$809.9K (+$18.0K)
Filed 2026-11-05
Southern Capital Advisors, LLC
INCREASED
Shares13,504 from 13,475
Change+29 (+0%)
Value$727.6K (+$17.7K)
Filed 2026-10-26
Chapman Financial Group, LLC
INCREASED
Shares13,446 from 12,671
Change+775 (+6%)
Value$724.5K (+$57.0K)
Filed 2026-10-26
NewCorp Financial Services, Inc.
NEW
Shares12,750
Change+12,750
Value$687.0K
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares11,510 from 9,695
Change+1,815 (+19%)
Value$620.2K (+$109.4K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares10,989 from 10,761
Change+228 (+2%)
Value$592.1K (+$25.2K)
Filed 2026-10-28
Trek Financial, LLC
UNCHANGED
Shares10,629 from 10,629
Change0 (0%)
Value$572.7K (+$12.8K)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares10,180 from 9,191
Change+989 (+11%)
Value$548.5K (+$64.3K)
Filed 2026-11-06
Arlington Capital Management Inc
INCREASED
Shares10,154 from 4,166
Change+5,988 (+144%)
Value$547.1K (+$327.6K)
Filed 2026-10-30
Bedel Financial Consulting, Inc.
INCREASED
Shares9,290 from 9,184
Change+106 (+1%)
Value$500.5K (+$16.7K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares9,281 from 7,440
Change+1,841 (+25%)
Value$500.1K (+$108.1K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares9,115 from 7,967
Change+1,148 (+14%)
Value$491.1K (+$71.4K)
Filed 2026-10-14
Andina Capital Management, LLC
DECREASED
Shares8,698 from 10,326
Change-1,628 (-16%)
Value$468.6K (-$75.3K)
Filed 2026-10-21
Bellwether Advisors, LLC
INCREASED
Shares8,681 from 8,587
Change+94 (+1%)
Value$467.7K (+$15.4K)
Filed 2026-11-09
Balboa Wealth Partners
NEW
Shares7,657
Change+7,657
Value$412.6K
Filed 2026-10-20
Stegent Equity Advisors, Inc.
UNCHANGED
Shares6,460 from 6,460
Change0 (0%)
Value$348.1K (+$7.8K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares6,320 from 4,530
Change+1,790 (+40%)
Value$340.5K (+$101.9K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6,091 from 6,306
Change-215 (-3%)
Value$328.2K (-$4.0K)
Filed 2026-10-23
Hofer & Associates. Inc
NEW
Shares5,578
Change+5,578
Value$300.5K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares5,578 from 5,668
Change-90 (-2%)
Value$300.5K (+$2.0K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,488 from 7,275
Change-1,787 (-25%)
Value$295.7K (-$87.6K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares5,161 from 4,823
Change+338 (+7%)
Value$278.1K (+$24.0K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares4,777 from 13,177
Change-8,400 (-64%)
Value$257.4K (-$436.8K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
INCREASED
Shares4,645 from 4,552
Change+93 (+2%)
Value$250.3K (+$10.5K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares4,630 from 3,183
Change+1,447 (+45%)
Value$243.9K (+$76.2K)
Filed 2026-11-06
Echo Wealth Management, LLC
NEW
Shares4,588
Change+4,588
Value$247.2K
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares3,791 from 3,545
Change+246 (+7%)
Value$204.3K (+$17.5K)
Filed 2026-10-16
IMG Wealth Management, Inc.
DECREASED
Shares3,476 from 6,953
Change-3,477 (-50%)
Value$187.3K (-$179.0K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares3,344 from 3,505
Change-161 (-5%)
Value$180.2K (-$4.5K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,230 from 3,230
Change0 (0%)
Value$174.0K (+$3.9K)
Filed 2026-10-13
Clearstead Advisors, LLC
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$115.6K (+$2.6K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares2,016 from 516
Change+1,500 (+291%)
Value$108.6K (+$81.4K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$56.8K (+$1.3K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares1,042
Change+1,042
Value$56.1K
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$50.3K (+$1.1K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$40.8K (+$910)
Filed 2026-10-23
RMG Wealth Management LLC
NEW
Shares751
Change+751
Value$40.6K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$40.4K (+$900)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$29.9K (+$666)
Filed 2026-11-02
GGM Financial LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$16.0K (+$356)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$15 ($0)
Filed 2026-10-27
IAG Wealth Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.5K (+$300)
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares1
Change+1
Value$54
Filed 2026-11-06
IFG Advisory, LLC
CLOSED
Shares0 from 16,612
Change-16,612 (-100%)
Value$0 (-$875.1K)
Filed 2026-11-09
FAI Advisors, Inc.
CLOSED
Shares0 from 8,833
Change-8,833 (-100%)
Value$0 (-$465.3K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 7,849
Change-7,849 (-100%)
Value$0 (-$413.5K)
Filed 2026-10-28
Advisor Resource Council
CLOSED
Shares0 from 7,778
Change-7,778 (-100%)
Value$0 (-$409.7K)
Filed 2026-11-05
Atria Investments, Inc
CLOSED
Shares0 from 5,381
Change-5,381 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-15
Capital Square, LLC
CLOSED
Shares0 from 4,852
Change-4,852 (-100%)
Value$0 (-$257.1K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-03
Gleason Group, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 1,175,856
Change-1,175,856 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 658,695
Change-658,695 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 568,582
Change-568,582 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 534,402
Change-534,402 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 410,619
Change-410,619 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 357,980
Change-357,980 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 279,901
Change-279,901 (-100%)
Value—
UBS Group AG
N/A
Shares— from 261,085
Change-261,085 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 246,563
Change-246,563 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 245,663
Change-245,663 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 206,416
Change-206,416 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 155,941
Change-155,941 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 152,508
Change-152,508 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 133,359
Change-133,359 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 118,738
Change-118,738 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 110,011
Change-110,011 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 109,605
Change-109,605 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 88,802
Change-88,802 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 79,875
Change-79,875 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 51,821
Change-51,821 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 49,308
Change-49,308 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,018
Change-48,018 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 46,348
Change-46,348 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,868
Change-43,868 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 41,001
Change-41,001 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 40,475
Change-40,475 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 38,381
Change-38,381 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,162
Change-34,162 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 27,986
Change-27,986 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,698
Change-26,698 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 25,455
Change-25,455 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 25,345
Change-25,345 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,106
Change-23,106 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 21,522
Change-21,522 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,493
Change-21,493 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,913
Change-20,913 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,703
Change-20,703 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 19,003
Change-19,003 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,403
Change-18,403 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,688
Change-15,688 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 11,187
Change-11,187 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,722
Change-9,722 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
FMR LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 120
Change-120 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED2,474,8371,948,392+526,445+27%$102.6M$133.3M+$30.7M2026-11-06
Quadcap Wealth Management, LLC
INCREASED616,517200,096+416,421+208%$10.5M$33.2M+$22.7M2026-11-02
Collaborative Wealth Managment Inc.
INCREASED408,516399,153+9,363+2%$21.0M$22.0M+$983.5K2026-11-06
LifeWealth Investments, LLC
INCREASED389,976371,319+18,657+5%$19.6M$21.0M+$1.5M2026-10-21
Holos Integrated Wealth LLC
INCREASED369,839347,147+22,692+7%$18.3M$20.0M+$1.7M2026-10-23
Buska Wealth Management, LLC
INCREASED233,118196,837+36,281+18%$10.4M$12.6M+$2.2M2026-10-08
Commonwealth Equity Services, LLC
INCREASED226,178224,575+1,603+1%$11.8M$12.2M+$355.9K2026-11-02
Kestra Advisory Services, LLC
INCREASED203,298185,124+18,174+10%$9.8M$11.0M+$1.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED190,042177,621+12,421+7%$9.4M$10.2M+$882.0K2026-11-02
KFG Wealth Management, LLC
DECREASED138,908139,152-2440%$7.3M$7.5M+$153.8K2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED125,849121,964+3,885+3%$6.4M$6.8M+$355.7K2026-11-04
Seros Financial, LLC
INCREASED100,34695,381+4,965+5%$5.0M$5.4M+$382.0K2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED97,149101,355-4,206-4%$5.3M$5.2M-$105.0K2026-10-13
Merit Financial Group, LLC
INCREASED96,85088,808+8,042+9%$4.7M$5.2M+$539.9K2026-11-06
Columbia Advisory Partners LLC
DECREASED74,06776,934-2,867-4%$4.1M$4.0M-$62.2K2026-10-15
Axxcess Wealth Management, LLC
INCREASED59,10555,939+3,166+6%$2.9M$3.2M+$237.7K2026-10-21
Visionary Wealth Advisors
INCREASED58,67357,170+1,503+3%$3.0M$3.2M+$149.6K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED55,32950,738+4,591+9%$2.7M$3.0M+$308.2K2026-10-21
Independent Financial Group, LLC
INCREASED52,37547,933+4,442+9%$2.5M$2.8M+$296.8K2026-10-13
Southland Equity Partners LLC
INCREASED50,71250,291+421+1%$2.6M$2.7M+$83.0K2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
INCREASED49,50347,246+2,257+5%$2.5M$2.7M+$178.3K2026-10-15
City Center Advisors, LLC
INCREASED49,28836,992+12,296+33%$1.9M$2.7M+$706.9K2026-10-08
Prospera Financial Services Inc
INCREASED48,03120,162+27,869+138%$1.1M$2.6M+$1.5M2026-11-04
Blue Trust, Inc.
DECREASED47,37449,472-2,098-4%$2.6M$2.6M-$53.7K2026-10-15
Milestone Asset Management, LLC
DECREASED43,56943,934-365-1%$2.3M$2.3M+$33.1K2026-10-15
Focus Financial Network, Inc.
DECREASED42,14543,040-895-2%$2.3M$2.3M+$3.4K2026-10-14
Diligent Investors, LLC
DECREASED41,11941,524-405-1%$2.2M$2.2M+$28.0K2026-10-21
Lineweaver Wealth Advisors, LLC
UNCHANGED39,91739,91700%$2.1M$2.2M+$47.9K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED36,38436,102+282+1%$1.9M$2.0M+$58.5K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED34,69535,894-1,199-3%$1.9M$1.9M-$21.5K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED34,58834,009+579+2%$1.8M$1.9M+$72.0K2026-10-14
Soltis Investment Advisors LLC
DECREASED32,39832,439-410%$1.7M$1.7M+$36.7K2026-10-28
Signal Advisors Wealth, LLC
INCREASED31,07727,043+4,034+15%$1.4M$1.7M+$249.8K2026-10-13
Vestia Personal Wealth Advisors
DECREASED30,99631,185-189-1%$1.6M$1.7M+$27.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED30,70931,232-523-2%$1.6M$1.7M+$23.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED30,70931,232-523-2%$1.6M$1.7M+$23.1K2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED29,56028,244+1,316+5%$1.5M$1.6M+$104.8K2026-10-08
Koshinski Asset Management, Inc.
INCREASED25,8744,760+21,114+444%$250.8K$1.4M+$1.1M2026-10-29
CoreCap Advisors, LLC
INCREASED25,08922,384+2,705+12%$1.2M$1.4M+$172.6K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED24,09020,815+3,275+16%$1.1M$1.3M+$205.1K2026-10-13
Beacon Financial Advisory LLC
INCREASED22,03621,036+1,000+5%$1.1M$1.2M+$79.1K2026-10-16
Truist Financial Corp
INCREASED21,88320,628+1,255+6%$1.1M$1.2M+$92.4K2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED21,79227,181-5,389-20%$803.6K$634.5K-$169.1K2026-11-04
OFC Financial Planning, LLC
DECREASED21,19621,512-316-1%$1.1M$1.1M+$8.8K2026-11-06
Sovran Advisors, LLC
INCREASED20,53313,051+7,482+57%$688.0K$1.1M+$427.6K2026-11-02
Weaver Consulting Group
INCREASED19,55718,999+558+3%$1.0M$1.1M+$52.9K2026-10-07
Bluedoor Private Wealth, LLC
UNCHANGED18,50718,50700%$974.9K$997.2K+$22.2K2026-11-05
Strategic Blueprint, LLC
DECREASED18,21218,436-224-1%$971.2K$981.3K+$10.1K2026-10-22
Keeler Thomas Management LLC
INCREASED18,05112,941+5,110+39%$681.7K$972.6K+$290.9K2026-10-29
AdvisorNet Financial, Inc
INCREASED16,14815,488+660+4%$815.9K$875.1K+$59.2K2026-10-15
Creative Planning
DECREASED15,85617,931-2,075-12%$944.6K$854.3K-$90.3K2026-11-02
TopTier Wealth Management, LLC
DECREASED15,18215,836-654-4%$834.2K$818.0K-$16.2K2026-10-16
J.W. Cole Advisors, Inc.
UNCHANGED15,03115,03100%$791.8K$809.9K+$18.0K2026-11-05
Southern Capital Advisors, LLC
INCREASED13,50413,475+29+0%$709.8K$727.6K+$17.7K2026-10-26
Chapman Financial Group, LLC
INCREASED13,44612,671+775+6%$667.5K$724.5K+$57.0K2026-10-26
NewCorp Financial Services, Inc.
NEW12,750—+12,750——$687.0K—2026-10-14
Integral Investment Advisors, Inc.
INCREASED11,5109,695+1,815+19%$510.7K$620.2K+$109.4K2026-11-03
Founders Financial Securities LLC
INCREASED10,98910,761+228+2%$566.9K$592.1K+$25.2K2026-10-28
Trek Financial, LLC
UNCHANGED10,62910,62900%$559.9K$572.7K+$12.8K2026-10-29
Money Concepts Capital Corp
INCREASED10,1809,191+989+11%$484.2K$548.5K+$64.3K2026-11-06
Arlington Capital Management Inc
INCREASED10,1544,166+5,988+144%$219.5K$547.1K+$327.6K2026-10-30
Bedel Financial Consulting, Inc.
INCREASED9,2909,184+106+1%$483.8K$500.5K+$16.7K2026-11-06
Dynamic Advisor Solutions LLC
INCREASED9,2817,440+1,841+25%$391.9K$500.1K+$108.1K2026-10-13
Davenport & Co LLC
INCREASED9,1157,967+1,148+14%$419.7K$491.1K+$71.4K2026-10-14
Andina Capital Management, LLC
DECREASED8,69810,326-1,628-16%$544.0K$468.6K-$75.3K2026-10-21
Bellwether Advisors, LLC
INCREASED8,6818,587+94+1%$452.4K$467.7K+$15.4K2026-11-09
Balboa Wealth Partners
NEW7,657—+7,657——$412.6K—2026-10-20
Stegent Equity Advisors, Inc.
UNCHANGED6,4606,46000%$340.3K$348.1K+$7.8K2026-10-13
VestGen Advisors, LLC
INCREASED6,3204,530+1,790+40%$238.6K$340.5K+$101.9K2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED6,0916,306-215-3%$332.2K$328.2K-$4.0K2026-10-23
Hofer & Associates. Inc
NEW5,578—+5,578——$300.5K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED5,5785,668-90-2%$298.6K$300.5K+$2.0K2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED5,4887,275-1,787-25%$383.3K$295.7K-$87.6K2026-10-16
Nations Financial Group Inc,
INCREASED5,1614,823+338+7%$254.1K$278.1K+$24.0K2026-11-05
Brookstone Capital Management
DECREASED4,77713,177-8,400-64%$694.2K$257.4K-$436.8K2026-10-22
Baker Avenue Asset Management, LP
INCREASED4,6454,552+93+2%$239.8K$250.3K+$10.5K2026-11-06
Allworth Financial LP
INCREASED4,6303,183+1,447+45%$167.7K$243.9K+$76.2K2026-11-06
Echo Wealth Management, LLC
NEW4,588—+4,588——$247.2K—2026-10-15
IFP Advisors, Inc
INCREASED3,7913,545+246+7%$186.8K$204.3K+$17.5K2026-10-16
IMG Wealth Management, Inc.
DECREASED3,4766,953-3,477-50%$366.3K$187.3K-$179.0K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED3,3443,505-161-5%$184.6K$180.2K-$4.5K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED3,2303,23000%$170.2K$174.0K+$3.9K2026-10-13
Clearstead Advisors, LLC
UNCHANGED2,1452,14500%$113.0K$115.6K+$2.6K2026-11-06
Fifth Third Bancorp
INCREASED2,016516+1,500+291%$27.2K$108.6K+$81.4K2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED1,0541,05400%$55.5K$56.8K+$1.3K2026-10-29
Root Financial Partners, LLC
NEW1,042—+1,042——$56.1K—2026-10-21
Lanark Financial, Inc.
UNCHANGED93493400%$49.2K$50.3K+$1.1K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED75875800%$39.9K$40.8K+$9102026-10-23
RMG Wealth Management LLC
NEW751—+751——$40.6K—2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED75075000%$39.5K$40.4K+$9002026-11-05
Golden State Wealth Management, LLC
UNCHANGED55555500%$29.2K$29.9K+$6662026-11-02
GGM Financial LLC
UNCHANGED29729700%$15.6K$16.0K+$3562026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED28528500%$15$15$02026-10-27
IAG Wealth Partners, LLC
UNCHANGED25025000%$13.2K$13.5K+$3002026-11-06
PNC Financial Services Group, Inc.
NEW1—+1——$54—2026-11-06
IFG Advisory, LLC
CLOSED016,612-16,612-100%$875.1K$0-$875.1K2026-11-09
FAI Advisors, Inc.
CLOSED08,833-8,833-100%$465.3K$0-$465.3K2026-10-27
Clear Creek Financial Management, LLC
CLOSED07,849-7,849-100%$413.5K$0-$413.5K2026-10-28
Advisor Resource Council
CLOSED07,778-7,778-100%$409.7K$0-$409.7K2026-11-05
Atria Investments, Inc
CLOSED05,381-5,381-100%$283.5K$0-$283.5K2026-10-15
Capital Square, LLC
CLOSED04,852-4,852-100%$257.1K$0-$257.1K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0511-511-100%$26.9K$0-$26.9K2026-10-14
Ashton Thomas Private Wealth, LLC
CLOSED055-55-100%$2.9K$0-$2.9K2026-11-03
Gleason Group, Inc.
CLOSED021-21-100%$1.1K$0-$1.1K2026-10-15
Envestnet Asset Management Inc
N/A—1,175,856-1,175,856-100%$61.9M———
Cetera Investment Advisers
N/A—658,695-658,695-100%$34.7M———
Osaic Holdings, Inc.
N/A—568,582-568,582-100%$30.0M———
Kingsview Wealth Management, LLC
N/A—534,402-534,402-100%$28.2M———
Prasad Wealth Partners, LLC
N/A—410,619-410,619-100%$21.6M———
Janney Montgomery Scott LLC
N/A—357,980-357,980-100%$18.9M———
Raymond James Financial Inc
N/A—279,901-279,901-100%$14.7M———
UBS Group AG
N/A—261,085-261,085-100%$13.8M———
Mutual Advisors, LLC
N/A—246,563-246,563-100%$13.0M———
MTM Financial Group, LLC
N/A—245,663-245,663-100%$12.9M———
HighTower Advisors, LLC
N/A—206,416-206,416-100%$10.9M———
Harbour Investments, Inc.
N/A—155,941-155,941-100%$8.2M———
World Investment Advisors
N/A—152,508-152,508-100%$8.0M———
GWN Securities Inc.
N/A—133,359-133,359-100%$7.0M———
Beacon Pointe Advisors, LLC
N/A—118,738-118,738-100%$6.3M———
Core Wealth Advisors, Inc.
N/A—110,011-110,011-100%$5.8M———
MML Investors Services, LLC
N/A—109,605-109,605-100%$5.8M———
Garden State Investment Advisory Services LLC
N/A—88,802-88,802-100%$4.7M———
CreativeOne Wealth, LLC
N/A—79,875-79,875-100%$4.2M———
Mercer Global Advisors Inc
N/A—51,821-51,821-100%$2.7M———
Glen Eagle Advisors, LLC
N/A—49,308-49,308-100%$2.6M———
Capital Analysts, LLC
N/A—48,018-48,018-100%$2.5M———
Principal Securities, Inc.
N/A—46,348-46,348-100%$2.4M———
Citadel Advisors LLC
N/A—43,868-43,868-100%$2.3M———
JDM Financial Group LLC
N/A—41,001-41,001-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—40,475-40,475-100%$2.1M———
Planwiser Financial, LLC
N/A—38,381-38,381-100%$2.0M———
Advisory Services Network, LLC
N/A—34,162-34,162-100%$1.8M———
Sound View Wealth Advisors Group, LLC
N/A—27,986-27,986-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—26,698-26,698-100%$1.4M———
Maripau Wealth Management LLC
N/A—25,455-25,455-100%$1.3M———
Top Private Wealth Llc.
N/A—25,345-25,345-100%$1.3M———
Private Advisor Group, LLC
N/A—23,106-23,106-100%$1.2M———
Summit Financial, LLC
N/A—22,757-22,757-100%$1.2M———
Applied Capital LLC
N/A—21,522-21,522-100%$1.1M———
Captrust Financial Advisors
N/A—21,493-21,493-100%$1.1M———
Equitable Holdings, Inc.
N/A—20,913-20,913-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—20,703-20,703-100%$1.1M———
Tradition Wealth Management, LLC
N/A—19,003-19,003-100%$1.0M———
Western Wealth Management, LLC
N/A—18,403-18,403-100%$969.5K———
SageView Advisory Group, LLC
N/A—15,688-15,688-100%$826.4K———
Benjamin Edwards Inc
N/A—15,205-15,205-100%$801.0K———
Nicholson Meyer Capital Management, Inc.
N/A—11,187-11,187-100%$589.3K———
NewEdge Advisors, LLC
N/A—9,775-9,775-100%$514.9K———
Susquehanna International Group, LLP
N/A—9,722-9,722-100%$512.2K———
Webster Bank, N. A.
N/A—6,919-6,919-100%$364.5K———
Harvest Investment Services, LLC
N/A—6,900-6,900-100%$363.5K———
Cofg Advisors, LLC
N/A—6,649-6,649-100%$350.3K———
Triton Financial Group Inc
N/A—6,131-6,131-100%$323.0K———
Waverly Advisors, LLC
N/A—5,416-5,416-100%$285.3K———
Bernard Wealth Management Corp.
N/A—4,572-4,572-100%$240.9K———
Empower Advisory Group, LLC
N/A—4,413-4,413-100%$232.5K———
Foundations Investment Advisors, LLC
N/A—4,327-4,327-100%$227.9K———
Mpwm Advisory Solutions, LLC
N/A—2,700-2,700-100%$142.2K———
Benson Wealth Management Inc
N/A—2,339-2,339-100%$123.2K———
Morgan Stanley
N/A—2,311-2,311-100%$121.7K———
Ameriflex Group, Inc.
N/A—1,730-1,730-100%$91.1K———
JPMorgan Chase & Co
N/A—1,536-1,536-100%$80.7K———
AE Wealth Management LLC
N/A—1,435-1,435-100%$75.6K———
Geneos Wealth Management Inc.
N/A—1,058-1,058-100%$55.7K———
Regatta Research & Money Management
N/A—1,015-1,015-100%$53.5K———
Global Retirement Partners, LLC
N/A—700-700-100%$36.9K———
FMR LLC
N/A—664-664-100%$35.0K———
Orion Capital Management LLC
N/A—478-478-100%$25.2K———
BFC Planning, Inc.
N/A—458-458-100%$24.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—458-458-100%$24.1K———
Cheviot Value Management, LLC
N/A—244-244-100%$12.9K———
Arax Advisory Partners
N/A—120-120-100%$6.3K———
Colonial Trust Co / SC
N/A—119-119-100%$6.3K———
Dunhill Financial, LLC
N/A—48-48-100%$2.5K———
Wells Fargo & Company
N/A—00—$22———
Showing 175 of 175 institutions