INNOVATOR ETFS TRUST
CUSIP 45782C318
Innovator Etfs Trust has 176 institutional holders in Filings Flow’s 13F database, together reporting 11.85M shares worth $397M as of Q1 2026. The largest reported holders are Alliancebernstein L.P., Osaic Holdings, Inc., and Focus Partners Wealth.
Institutional Holders
176
Q1 2026
Reported Value
$397M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| McAlister, Sweet & Associates, Inc.$161M AUM | 3.09% | $5M | 124.4K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 1.79% | $9M | 229.8K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.75% | $3M | 83.2K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 1.62% | $3M | 86.3K | Q2 2026 |
| CORRADO ADVISORS, LLC$192M AUM | 1.36% | $3M | 65.4K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 1.24% | $3M | 70.6K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 1.09% | $1M | 28.4K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 1.04% | $2M | 45.9K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.99% | $2M | 61.5K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.98% | $4M | 90.9K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.96% | $1M | 27.4K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.95% | $1M | 31.1K | Q4 2025OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.69% | $3M | 84.5K | Q2 2026 |
| Schulz Wealth, LTD.$156M AUM | 0.66% | $1M | 25.9K | Q4 2025OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.63% | $1M | 32.0K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.61% | $1M | 27.9K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.57% | $4M | 88.7K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.56% | $4M | 92.4K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.54% | $7M | 181.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.50% | $1M | 37.5K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.41% | $958,240 | 24.0K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.40% | $439,620 | 11.0K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.39% | $620,867 | 15.5K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.35% | $1M | 35.3K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.34% | $1M | 30.0K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.34% | $1M | 29.8K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.34% | $573,578 | 14.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.33% | $1M | 25.1K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.33% | $2M | 38.0K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.32% | $2M | 62.5K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.32% | $1M | 32.0K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 0.32% | $370,483 | 9.3K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 0.31% | $380,548 | 9.5K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.30% | $4M | 89.3K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.30% | $1M | 31.0K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.29% | $478,481 | 12.0K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.29% | $439,739 | 11.0K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.28% | $2M | 56.7K | Q2 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.24% | $2M | 62.0K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.23% | $1M | 30.4K | Q3 2025OLDER |
| Seros Financial, LLC$157M AUM | 0.23% | $362,735 | 9.1K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.22% | $914,552 | 22.9K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.22% | $1M | 34.4K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.22% | $391,915 | 9.8K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.21% | $1M | 26.7K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.21% | $839,060 | 21.0K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.20% | $311,812 | 7.8K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.20% | $874,087 | 21.9K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.19% | $538,820 | 13.6K | Q4 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.17% | $483,234 | 12.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.15% | $3M | 65.5K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.14% | $209,885 | 5.3K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.13% | $650,865 | 16.3K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.13% | $761,336 | 19.1K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.13% | $1M | 29.0K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.12% | $224,623 | 5.6K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.12% | $427,997 | 10.7K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.12% | $475,406 | 11.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.11% | $4M | 89.2K | Q2 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.10% | $204,693 | 5.1K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.10% | $1M | 35.6K | Q2 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.10% | $195,466 | 4.9K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.09% | $513,549 | 12.9K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.09% | $600,976 | 15.2K | Q4 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.09% | $322,156 | 8.1K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.08% | $285,898 | 7.2K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.07% | $345,201 | 8.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.07% | $1M | 29.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 151.6K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.07% | $579,450 | 14.5K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $301,387 | 7.5K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.06% | $428,197 | 10.7K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.06% | $666,079 | 16.7K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.06% | $132,362 | 3.3K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.06% | $208,367 | 5.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 66.4K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.05% | $313,050 | 7.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 27.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $637,716 | 16.1K | Q4 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.05% | $358,501 | 9.0K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.05% | $1M | 27.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.05% | $106,933 | 2.7K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.05% | $12M | 297.4K | Q3 2025OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.04% | $221,704 | 5.6K | Q4 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.04% | $833,186 | 20.2K | Q2 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.04% | $130M | 3.28M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 32.6K | Q2 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.04% | $1M | 36.9K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.04% | $624,199 | 15.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.04% | $353,056 | 8.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 41.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $625,900 | 15.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $7M | 164.4K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.03% | $960,098 | 24.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 202.5K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.03% | $347,478 | 8.7K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $267,598 | 6.7K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.03% | $232,651 | 5.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 505.1K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.03% | $543,903 | 13.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 30.3K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $35,427 | 887 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 67.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $2M | 56.8K | Q3 2025OLDER |
| JDM Financial Group LLC$259M AUM | 0.02% | $59,910 | 1.5K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $279,900 | 7.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.02% | $1M | 29.2K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $377,753 | 9.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 32.8K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $401,470 | 10.1K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $440,378 | 11.0K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $268,956 | 6.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $860,605 | 21.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 62.5K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.02% | $55,980 | 1.4K | Q4 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.02% | $2M | 47.8K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.02% | $243,993 | 6.1K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.02% | $59,910 | 1.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 299.6K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $267 | 6.7K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $14M | 348.6K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.01% | $71,892 | 1.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $236,844 | 5.9K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $455,995 | 11.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $253,379 | 6.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 54.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $136,987 | 3.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 56.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $606,928 | 15.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $328,786 | 8.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 25.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $20,420 | 525 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 232.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $348,283 | 8.4K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $391,492 | 9.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 47.0K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $13,979 | 350 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $256,972 | 7.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $836,102 | 20.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $291,043 | 7.3K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.01% | $65,362 | 1.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $497,692 | 12.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 139.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $201,434 | 5.1K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $299,992 | 7.7K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $289,605 | 7.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $527,997 | 13.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $462,586 | 11.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $213,364 | 5.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 40.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 103.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $262,326 | 6.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $306,540 | 7.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $224,277 | 5.7K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $13,979 | 350 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 55.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $261,141 | 6.7K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $727,028 | 18.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 281.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $835,145 | 20.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 278.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $39,940 | 1.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $489,265 | 12.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $857,911 | 21.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $872,250 | 21.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 39.6K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 32.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $240,239 | 6.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $28,004 | 720 | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $16,905 | 427 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $359,820 | 9.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $250,584 | 6.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $39,590 | 1.0K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $306,939 | 7.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $330,663 | 8.3K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 104.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $57,673 | 1.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $459,630 | 11.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $46,319 | 1.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $7,988 | 200 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $79,180 | 2.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $393,569 | 9.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 53.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $501,167 | 12.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $79,880 | 2.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $545,421 | 13.7K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $377,593 | 9.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $218,972 | 5.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $101,000 | 2.8K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,356 | 59 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $73,321 | 1.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8,393 | 212 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $799 | 20 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,007 | 51 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.