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Innovator EDP ETF - 1 YR SEP (ZSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Soltis Investment Advisors LLC
DECREASED
Shares410,075 from 413,361
Change-3,286 (-1%)
Value$11.4M (+$24.6K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares282,528 from 144,583
Change+137,945 (+95%)
Value$7.9M (+$3.9M)
Filed 2026-11-02
Innovative Advisory Group, LLC
NEW
Shares187,538
Change+187,538
Value$5.2M
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares182,774 from 167,249
Change+15,525 (+9%)
Value$5.1M (+$479.2K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares174,025 from 25,615
Change+148,410 (+579%)
Value$4.8M (+$4.1M)
Filed 2026-11-02
KFG Wealth Management, LLC
INCREASED
Shares150,092 from 114,908
Change+35,184 (+31%)
Value$4.2M (+$1.0M)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares143,705 from 129,425
Change+14,280 (+11%)
Value$4.0M (+$433.9K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares125,775 from 282,800
Change-157,025 (-56%)
Value$3.5M (-$4.3M)
Filed 2026-10-23
Signal Advisors Wealth, LLC
NEW
Shares96,067
Change+96,067
Value$2.7M
Filed 2026-10-13
Triad Wealth Partners, LLC
NEW
Shares80,525
Change+80,525
Value$2.2M
Filed 2026-10-26
Lord & Richards Wealth Management, LLC
NEW
Shares79,821
Change+79,821
Value$2.2M
Filed 2026-10-14
Madrona Financial Services, LLC
NEW
Shares60,115
Change+60,115
Value$1.7M
Filed 2026-10-23
Blue Water Asset Management
NEW
Shares51,633
Change+51,633
Value$1.4M
Filed 2026-11-04
Davenport & Co LLC
NEW
Shares48,438
Change+48,438
Value$1.3M
Filed 2026-10-14
Chicago Partners Investment Group LLC
NEW
Shares45,265
Change+45,265
Value$1.3M
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares42,783 from 33,454
Change+9,329 (+28%)
Value$1.2M (+$269.1K)
Filed 2026-10-29
Independent Wealth Network Inc.
NEW
Shares38,052
Change+38,052
Value$1.1M
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares36,661 from 31,939
Change+4,722 (+15%)
Value$1.0M (+$140.4K)
Filed 2026-10-22
Encompass More Asset Management
NEW
Shares36,011
Change+36,011
Value$1.0M
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares35,598
Change+35,598
Value$991.1K
Filed 2026-10-16
Brown Wealth Management, LLC
DECREASED
Shares35,199 from 38,764
Change-3,565 (-9%)
Value$979.9K (-$88.4K)
Filed 2026-10-20
Optima Capital LLC
NEW
Shares34,912
Change+34,912
Value$972.0K
Filed 2026-10-29
Three Seasons Wealth, LLC
UNCHANGED
Shares33,056 from 33,056
Change0 (0%)
Value$920.3K (+$9.3K)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares32,485 from 34,835
Change-2,350 (-7%)
Value$904.4K (-$55.6K)
Filed 2026-10-16
Noble Wealth Management PBC
DECREASED
Shares32,254 from 41,587
Change-9,333 (-22%)
Value$898.0K (-$248.2K)
Filed 2026-10-01
TopTier Wealth Management, LLC
UNCHANGED
Shares30,500 from 30,500
Change0 (0%)
Value$849.1K (+$8.6K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
INCREASED
Shares30,185 from 26,677
Change+3,508 (+13%)
Value$840.4K (+$105.2K)
Filed 2026-10-13
Evermay Wealth Management LLC
NEW
Shares28,695
Change+28,695
Value$798.9K
Filed 2026-11-05
Canandaigua National Bank & Trust Co
NEW
Shares27,308
Change+27,308
Value$760.3K
Filed 2026-10-07
Trek Financial, LLC
INCREASED
Shares26,562 from 12,231
Change+14,331 (+117%)
Value$739.5K (+$402.4K)
Filed 2026-10-29
Central Valley Advisors, LLC
INCREASED
Shares26,073 from 23,124
Change+2,949 (+13%)
Value$725.9K (+$88.6K)
Filed 2026-10-27
Heck Capital Advisors, LLC
NEW
Shares25,570
Change+25,570
Value$711.9K
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares25,513 from 21,028
Change+4,485 (+21%)
Value$715.6K (+$136.1K)
Filed 2026-10-21
Integrity Alliance, Llc.
NEW
Shares24,704
Change+24,704
Value$687.8K
Filed 2026-10-29
Chris Bulman Inc
INCREASED
Shares24,006 from 14,588
Change+9,418 (+65%)
Value$668.3K (+$266.3K)
Filed 2026-10-20
Strategic Blueprint, LLC
NEW
Shares22,123
Change+22,123
Value$615.9K
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares21,751 from 5,695
Change+16,056 (+282%)
Value$605.5K (+$448.6K)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares21,246 from 7,944
Change+13,302 (+167%)
Value$591.5K (+$372.6K)
Filed 2026-10-05
Evolution Wealth Management Inc.
INCREASED
Shares19,135 from 2,390
Change+16,745 (+701%)
Value$532.7K (+$466.9K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares18,605 from 12,758
Change+5,847 (+46%)
Value$518.0K (+$166.4K)
Filed 2026-10-08
Diversify Advisory Services, LLC
NEW
Shares18,394
Change+18,394
Value$515.2K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares18,394
Change+18,394
Value$515.2K
Filed 2026-10-20
Insight Wealth Partners, LLC
INCREASED
Shares17,591 from 10,414
Change+7,177 (+69%)
Value$489.7K (+$202.7K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares17,376
Change+17,376
Value$483.7K
Filed 2026-10-15
ATX Financial Planning, LLC
NEW
Shares15,767
Change+15,767
Value$438.9K
Filed 2026-10-14
Souders Financial Advisors
INCREASED
Shares15,700 from 14,600
Change+1,100 (+8%)
Value$437.1K (+$34.7K)
Filed 2026-11-03
Virtue Capital Management, LLC
NEW
Shares15,444
Change+15,444
Value$430.0K
Filed 2026-10-29
Commonwealth Financial Services, LLC
UNCHANGED
Shares15,043 from 15,043
Change0 (0%)
Value$418.8K (+$4.2K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
NEW
Shares14,358
Change+14,358
Value$399.7K
Filed 2026-10-26
Sowell Financial Services LLC
NEW
Shares14,278
Change+14,278
Value$397.5K
Filed 2026-10-23
Wheelhouse Advisory Group LLC
NEW
Shares13,809
Change+13,809
Value$384.4K
Filed 2026-10-20
Rossmore Private Capital
NEW
Shares13,390
Change+13,390
Value$372.8K
Filed 2026-10-27
AdvisorNet Financial, Inc
UNCHANGED
Shares12,792 from 12,792
Change0 (0%)
Value$357.4K (+$4.9K)
Filed 2026-10-15
Creative Planning
NEW
Shares11,815
Change+11,815
Value$328.9K
Filed 2026-11-02
Jessup Wealth Management, Inc
NEW
Shares11,730
Change+11,730
Value$326.6K
Filed 2026-10-20
Sovran Advisors, LLC
NEW
Shares11,562
Change+11,562
Value$324.0K
Filed 2026-11-02
Cornerstone Wealth Group, LLC
NEW
Shares10,772
Change+10,772
Value$299.9K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares10,641
Change+10,641
Value$297.7K
Filed 2026-10-13
ERn Financial, LLC
NEW
Shares10,607
Change+10,607
Value$295.3K
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares10,382 from 9,090
Change+1,292 (+14%)
Value$289.0K (+$38.5K)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares9,928 from 569
Change+9,359 (+1645%)
Value$276.4K (+$260.7K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares9,750 from 950
Change+8,800 (+926%)
Value$271.4K (+$245.3K)
Filed 2026-10-23
Weaver Consulting Group
NEW
Shares9,050
Change+9,050
Value$252.0K
Filed 2026-10-07
Straight Path Wealth Management
NEW
Shares8,986
Change+8,986
Value$250.2K
Filed 2026-10-23
McAdam, LLC
NEW
Shares8,762
Change+8,762
Value$243.9K
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares8,495 from 8,495
Change0 (0%)
Value$236.5K (+$2.4K)
Filed 2026-11-06
Bluesphere Advisors LLC
NEW
Shares8,428
Change+8,428
Value$234.6K
Filed 2026-10-19
Tounjian Advisory Partners, LLC
NEW
Shares8,297
Change+8,297
Value$231.0K
Filed 2026-11-04
Atria Investments, Inc
NEW
Shares7,801
Change+7,801
Value$217.2K
Filed 2026-10-15
Sigma Planning Corp
NEW
Shares7,467
Change+7,467
Value$207.9K
Filed 2026-10-23
Alpine Bank Wealth Management
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$158.7K (+$1.6K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
NEW
Shares5,500
Change+5,500
Value$153.1K
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares4,594 from 1,000
Change+3,594 (+359%)
Value$127.9K (+$100.3K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,998 from 3,998
Change0 (0%)
Value$111.3K (+$1.1K)
Filed 2026-10-13
Grove Bank & Trust
NEW
Shares3,590
Change+3,590
Value$99.9K
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares3,497 from 1,070
Change+2,427 (+227%)
Value$97.4K (+$67.9K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares2,628 from 1,383
Change+1,245 (+90%)
Value$73.2K (+$35.1K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
NEW
Shares2,617
Change+2,617
Value$72.9K
Filed 2026-10-13
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$40.2K (+$406)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$27.8K
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares953
Change+953
Value$26.5K
Filed 2026-10-14
Barclays PLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$9.6K (+$98)
Filed 2026-11-06
Key Capital Management, Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$4.9K (+$49)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
NEW
Shares90
Change+90
Value$2.5K
Filed 2026-10-30
Swmg, LLC
CLOSED
Shares0 from 8,495
Change-8,495 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 1,076
Change-1,076 (-100%)
Value$0 (-$29.7K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 489,588
Change-489,588 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 114,704
Change-114,704 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,406
Change-77,406 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 55,973
Change-55,973 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,896
Change-44,896 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 42,919
Change-42,919 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 42,023
Change-42,023 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 30,084
Change-30,084 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,178
Change-29,178 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 28,858
Change-28,858 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,857
Change-27,857 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,453
Change-21,453 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,961
Change-19,961 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,574
Change-15,574 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 15,510
Change-15,510 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,448
Change-15,448 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,139
Change-13,139 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,768
Change-9,768 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 8,119
Change-8,119 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 652
Change-652 (-100%)
Value—
Status
Soltis Investment Advisors LLC
DECREASED410,075413,361-3,286-1%$11.4M$11.4M+$24.6K2026-10-28
Commonwealth Equity Services, LLC
INCREASED282,528144,583+137,945+95%$4.0M$7.9M+$3.9M2026-11-02
Innovative Advisory Group, LLC
NEW187,538—+187,538——$5.2M—2026-10-13
Kestra Advisory Services, LLC
INCREASED182,774167,249+15,525+9%$4.6M$5.1M+$479.2K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED174,02525,615+148,410+579%$706.0K$4.8M+$4.1M2026-11-02
KFG Wealth Management, LLC
INCREASED150,092114,908+35,184+31%$3.2M$4.2M+$1.0M2026-10-16
Truist Financial Corp
INCREASED143,705129,425+14,280+11%$3.6M$4.0M+$433.9K2026-10-30
Signaturefd, LLC
DECREASED125,775282,800-157,025-56%$7.8M$3.5M-$4.3M2026-10-23
Signal Advisors Wealth, LLC
NEW96,067—+96,067——$2.7M—2026-10-13
Triad Wealth Partners, LLC
NEW80,525—+80,525——$2.2M—2026-10-26
Lord & Richards Wealth Management, LLC
NEW79,821—+79,821——$2.2M—2026-10-14
Madrona Financial Services, LLC
NEW60,115—+60,115——$1.7M—2026-10-23
Blue Water Asset Management
NEW51,633—+51,633——$1.4M—2026-11-04
Davenport & Co LLC
NEW48,438—+48,438——$1.3M—2026-10-14
Chicago Partners Investment Group LLC
NEW45,265—+45,265——$1.3M—2026-10-27
Integrity Advisory Solutions, LLC
INCREASED42,78333,454+9,329+28%$922.0K$1.2M+$269.1K2026-10-29
Independent Wealth Network Inc.
NEW38,052—+38,052——$1.1M—2026-10-19
Brookstone Capital Management
INCREASED36,66131,939+4,722+15%$880.2K$1.0M+$140.4K2026-10-22
Encompass More Asset Management
NEW36,011—+36,011——$1.0M—2026-10-16
Concurrent Investment Advisors, LLC
NEW35,598—+35,598——$991.1K—2026-10-16
Brown Wealth Management, LLC
DECREASED35,19938,764-3,565-9%$1.1M$979.9K-$88.4K2026-10-20
Optima Capital LLC
NEW34,912—+34,912——$972.0K—2026-10-29
Three Seasons Wealth, LLC
UNCHANGED33,05633,05600%$911.0K$920.3K+$9.3K2026-11-03
CRA Financial Services, LLC
DECREASED32,48534,835-2,350-7%$960.0K$904.4K-$55.6K2026-10-16
Noble Wealth Management PBC
DECREASED32,25441,587-9,333-22%$1.1M$898.0K-$248.2K2026-10-01
TopTier Wealth Management, LLC
UNCHANGED30,50030,50000%$840.6K$849.1K+$8.6K2026-10-16
Lineweaver Wealth Advisors, LLC
INCREASED30,18526,677+3,508+13%$735.2K$840.4K+$105.2K2026-10-13
Evermay Wealth Management LLC
NEW28,695—+28,695——$798.9K—2026-11-05
Canandaigua National Bank & Trust Co
NEW27,308—+27,308——$760.3K—2026-10-07
Trek Financial, LLC
INCREASED26,56212,231+14,331+117%$337.1K$739.5K+$402.4K2026-10-29
Central Valley Advisors, LLC
INCREASED26,07323,124+2,949+13%$637.3K$725.9K+$88.6K2026-10-27
Heck Capital Advisors, LLC
NEW25,570—+25,570——$711.9K—2026-10-14
Cypress Wealth Services, LLC
INCREASED25,51321,028+4,485+21%$579.5K$715.6K+$136.1K2026-10-21
Integrity Alliance, Llc.
NEW24,704—+24,704——$687.8K—2026-10-29
Chris Bulman Inc
INCREASED24,00614,588+9,418+65%$402.0K$668.3K+$266.3K2026-10-20
Strategic Blueprint, LLC
NEW22,123—+22,123——$615.9K—2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED21,7515,695+16,056+282%$157.0K$605.5K+$448.6K2026-11-03
FC Advisory LLC
INCREASED21,2467,944+13,302+167%$218.9K$591.5K+$372.6K2026-10-05
Evolution Wealth Management Inc.
INCREASED19,1352,390+16,745+701%$65.9K$532.7K+$466.9K2026-10-28
Farther Finance Advisors, LLC
INCREASED18,60512,758+5,847+46%$351.6K$518.0K+$166.4K2026-10-08
Diversify Advisory Services, LLC
NEW18,394—+18,394——$515.2K—2026-10-20
Diversify Wealth Management, LLC
NEW18,394—+18,394——$515.2K—2026-10-20
Insight Wealth Partners, LLC
INCREASED17,59110,414+7,177+69%$287.0K$489.7K+$202.7K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
NEW17,376—+17,376——$483.7K—2026-10-15
ATX Financial Planning, LLC
NEW15,767—+15,767——$438.9K—2026-10-14
Souders Financial Advisors
INCREASED15,70014,600+1,100+8%$402.4K$437.1K+$34.7K2026-11-03
Virtue Capital Management, LLC
NEW15,444—+15,444——$430.0K—2026-10-29
Commonwealth Financial Services, LLC
UNCHANGED15,04315,04300%$414.6K$418.8K+$4.2K2026-10-20
Ballast Rock Private Wealth LLC
NEW14,358—+14,358——$399.7K—2026-10-26
Sowell Financial Services LLC
NEW14,278—+14,278——$397.5K—2026-10-23
Wheelhouse Advisory Group LLC
NEW13,809—+13,809——$384.4K—2026-10-20
Rossmore Private Capital
NEW13,390—+13,390——$372.8K—2026-10-27
AdvisorNet Financial, Inc
UNCHANGED12,79212,79200%$352.5K$357.4K+$4.9K2026-10-15
Creative Planning
NEW11,815—+11,815——$328.9K—2026-11-02
Jessup Wealth Management, Inc
NEW11,730—+11,730——$326.6K—2026-10-20
Sovran Advisors, LLC
NEW11,562—+11,562——$324.0K—2026-11-02
Cornerstone Wealth Group, LLC
NEW10,772—+10,772——$299.9K—2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW10,641—+10,641——$297.7K—2026-10-13
ERn Financial, LLC
NEW10,607—+10,607——$295.3K—2026-10-28
Archer Investment Corp
INCREASED10,3829,090+1,292+14%$250.5K$289.0K+$38.5K2026-11-05
IMG Wealth Management, Inc.
INCREASED9,928569+9,359+1645%$15.7K$276.4K+$260.7K2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED9,750950+8,800+926%$26.2K$271.4K+$245.3K2026-10-23
Weaver Consulting Group
NEW9,050—+9,050——$252.0K—2026-10-07
Straight Path Wealth Management
NEW8,986—+8,986——$250.2K—2026-10-23
McAdam, LLC
NEW8,762—+8,762——$243.9K—2026-10-21
Clearstead Advisors, LLC
UNCHANGED8,4958,49500%$234.1K$236.5K+$2.4K2026-11-06
Bluesphere Advisors LLC
NEW8,428—+8,428——$234.6K—2026-10-19
Tounjian Advisory Partners, LLC
NEW8,297—+8,297——$231.0K—2026-11-04
Atria Investments, Inc
NEW7,801—+7,801——$217.2K—2026-10-15
Sigma Planning Corp
NEW7,467—+7,467——$207.9K—2026-10-23
Alpine Bank Wealth Management
UNCHANGED5,7005,70000%$157.1K$158.7K+$1.6K2026-10-16
Physician Wealth Advisors, Inc.
NEW5,500—+5,500——$153.1K—2026-10-20
Triumph Capital Management
INCREASED4,5941,000+3,594+359%$27.6K$127.9K+$100.3K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED3,9983,99800%$110.2K$111.3K+$1.1K2026-10-13
Grove Bank & Trust
NEW3,590—+3,590——$99.9K—2026-10-08
IFP Advisors, Inc
INCREASED3,4971,070+2,427+227%$29.5K$97.4K+$67.9K2026-10-16
CoreCap Advisors, LLC
INCREASED2,6281,383+1,245+90%$38.1K$73.2K+$35.1K2026-10-08
Cape Investment Advisory, Inc.
NEW2,617—+2,617——$72.9K—2026-10-13
Financial Network Wealth Advisors LLC
UNCHANGED1,4441,44400%$39.8K$40.2K+$4062026-10-28
EverSource Wealth Advisors, LLC
NEW1,000—+1,000——$27.8K—2026-11-04
IFS Advisors, LLC
NEW953—+953——$26.5K—2026-10-14
Barclays PLC
UNCHANGED34634600%$9.5K$9.6K+$982026-11-06
Key Capital Management, Inc
UNCHANGED17517500%$4.8K$4.9K+$492026-11-03
Capital Investment Advisory Services, LLC
NEW90—+90——$2.5K—2026-10-30
Swmg, LLC
CLOSED08,495-8,495-100%$234.9K$0-$234.9K2026-10-23
GHP Investment Advisors, Inc.
CLOSED01,076-1,076-100%$29.7K$0-$29.7K2026-10-15
Envestnet Asset Management Inc
N/A—489,588-489,588-100%$13.5M———
HighTower Advisors, LLC
N/A—114,704-114,704-100%$3.2M———
Cetera Investment Advisers
N/A—77,406-77,406-100%$2.1M———
Centaurus Financial, Inc.
N/A—55,973-55,973-100%$1.5M———
Osaic Holdings, Inc.
N/A—44,896-44,896-100%$1.2M———
LPL Financial LLC
N/A—42,919-42,919-100%$1.2M———
Money Concepts Capital Corp
N/A—42,023-42,023-100%$1.2M———
Raymond James Financial Inc
N/A—30,084-30,084-100%$829.1K———
MML Investors Services, LLC
N/A—29,178-29,178-100%$804.1K———
Old Mission Capital LLC
N/A—28,858-28,858-100%$795.3K———
Advisory Services Network, LLC
N/A—27,857-27,857-100%$767.7K———
Beacon Pointe Advisors, LLC
N/A—21,453-21,453-100%$591.2K———
Goldman Sachs Group Inc
N/A—19,961-19,961-100%$550.1K———
HRT Financial LP
N/A—15,910-15,910-100%$438.0K———
Steward Partners Investment Advisory, LLC
N/A—15,574-15,574-100%$429.2K———
Glen Eagle Advisors, LLC
N/A—15,510-15,510-100%$427.4K———
Main Street Financial Solutions, LLC
N/A—15,448-15,448-100%$425.7K———
FSA Advisors, Inc.
N/A—13,764-13,764-100%$379.3K———
Waverly Advisors, LLC
N/A—13,330-13,330-100%$367.4K———
JPMorgan Chase & Co
N/A—13,139-13,139-100%$361.8K———
MTM Financial Group, LLC
N/A—12,754-12,754-100%$351.5K———
Mutual Advisors, LLC
N/A—12,404-12,404-100%$341.8K———
CreativeOne Wealth, LLC
N/A—9,768-9,768-100%$269.2K———
WPWealth LLP
N/A—9,645-9,645-100%$265.8K———
Sound View Wealth Advisors Group, LLC
N/A—8,880-8,880-100%$244.7K———
Citadel Advisors LLC
N/A—8,512-8,512-100%$234.6K———
Marshall Financial Group, LLC
N/A—8,119-8,119-100%$223.7K———
Harbour Investments, Inc.
N/A—5,788-5,788-100%$159.5K———
Continuum Advisory, LLC
N/A—5,310-5,310-100%$146.3K———
Allworth Financial LP
N/A—4,758-4,758-100%$131.1K———
AE Wealth Management LLC
N/A—2,601-2,601-100%$71.7K———
Capital Analysts, LLC
N/A—996-996-100%$27———
SHP Wealth Management
N/A—652-652-100%$18.0K———
Showing 119 of 119 institutions