INNOVATOR ETFS TRUST
CUSIP 45782C573
Innovator Etfs Trust has 210 institutional holders in Filings Flow’s 13F database, together reporting 17.79M shares worth $657M as of Q1 2026. The largest reported holders are Alliancebernstein L.P., Brookstone Capital Management, and Berkshire Money Management, Inc..
Institutional Holders
210
Q1 2026
Reported Value
$657M
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 |
|---|---|---|---|---|
| Berkshire Money Management, Inc.$976M AUM | 2.51% | $24M | 598.8K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 2.00% | $3M | 73.8K | Q3 2025OLDER |
| Three Seasons Wealth, LLC$262M AUM | 1.97% | $5M | 126.6K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.79% | $3M | 79.9K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 1.50% | $4M | 91.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 1.21% | $4M | 102.8K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.99% | $2M | 51.8K | Q2 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.94% | $3M | 77.7K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.93% | $6M | 134.8K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 0.88% | $921,903 | 22.4K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.74% | $1M | 34.5K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.73% | $2M | 40.8K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.64% | $1M | 0 | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.61% | $2M | 55.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.58% | $50M | 1.23M | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.57% | $2M | 41.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.55% | $3M | 83.9K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.55% | $832,686 | 20.4K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.53% | $4M | 99.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.52% | $2M | 59.4K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.50% | $1M | 25.6K | Q4 2025OLDER |
| Helium Advisors LLC$105M AUM | 0.50% | $493,631 | 11.8K | Q4 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.45% | $730,291 | 17.9K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.44% | $2M | 43.9K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.38% | $2M | 48.4K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.37% | $419,550 | 10.3K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.35% | $455,736 | 10.9K | Q4 2025OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.35% | $3M | 66.4K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 0.35% | $458,980 | 11.2K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.33% | $315,766 | 7.7K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.32% | $915,754 | 22.4K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.31% | $2M | 44.9K | Q3 2025OLDER |
| BCS Wealth Management$490M AUM | 0.31% | $2M | 37.0K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.31% | $328,065 | 8.0K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.31% | $541,992 | 13.2K | Q3 2025OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.30% | $607,588 | 14.9K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.29% | $804,656 | 19.7K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.29% | $1M | 35.1K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.28% | $1M | 32.5K | Q2 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.28% | $2M | 39.6K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.26% | $362,837 | 8.9K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.26% | $725,844 | 17.4K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.25% | $5M | 118.1K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.24% | $2M | 41.5K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.24% | $818,671 | 20.0K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.24% | $360,671 | 8.8K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.23% | $402,431 | 9.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.22% | $2M | 55.3K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.22% | $1M | 35.1K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 0.21% | $404,978 | 9.8K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.18% | $430,205 | 10.5K | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.18% | $377,342 | 9.2K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.18% | $372,907 | 10.0K | Q4 2025OLDER |
| Capital Square, LLC$217M AUM | 0.17% | $369,668 | 8.6K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.17% | $1M | 26.1K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.17% | $1M | 27.0K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.17% | $1M | 35.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.17% | $13M | 329.3K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.17% | $3M | 72.1K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.16% | $1M | 28.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.15% | $5M | 116.3K | Q2 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.15% | $264,221 | 6.4K | Q3 2025OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.15% | $295,745 | 7.2K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.14% | $396,342 | 9.7K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $225,261 | 5.5K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.13% | $509,197 | 12.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.12% | $1M | 29.7K | Q2 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.12% | $410,030 | 10.0K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 0.12% | $293,824 | 7.2K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.11% | $178,395 | 4.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.11% | $488,492 | 11.7K | Q4 2025OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.11% | $275,968 | 6.8K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.11% | $967,034 | 23.7K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.11% | $474,752 | 11.6K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.10% | $397,955 | 9.5K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.10% | $1M | 27.1K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.09% | $428,826 | 10.5K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.09% | $435,813 | 10.7K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.09% | $346,901 | 8.5K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.09% | $336,809 | 8.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $619,890 | 14.8K | Q4 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.08% | $304,938 | 7.5K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.08% | $205,683 | 4.9K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.08% | $1M | 35.9K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.08% | $836,363 | 20.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.08% | $334,848 | 8.2K | Q1 2026OLDER |
| TrustBank$258M AUM | 0.08% | $203,279 | 5.0K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.08% | $202,006 | 4.8K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.07% | $223M | 5.34M | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.07% | $281,951 | 6.9K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.07% | $259,802 | 5.9K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 0.07% | $463,638 | 11.3K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.06% | $537,478 | 12.1K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.06% | $183,217 | 4.5K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.06% | $1M | 27.6K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.06% | $104,450 | 2.5K | Q4 2025OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.06% | $235,435 | 5.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $11M | 267.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.06% | $2M | 50.8K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.06% | $205,485 | 5.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 352.2K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.05% | $478,936 | 10.8K | Q2 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.05% | $982,530 | 22.2K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.05% | $2M | 58.6K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.05% | $1M | 24.4K | Q4 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.05% | $169,732 | 4.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $409,360 | 9.8K | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.05% | $46,167 | 1.1K | Q4 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $207,103 | 5.0K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 53.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.05% | $1M | 33.7K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.04% | $366,800 | 9.0K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.04% | $363,123 | 8.9K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $247,571 | 6.1K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.04% | $311,557 | 7.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $848,335 | 20.8K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.04% | $400,551 | 9.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.04% | $722,160 | 17.7K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $10M | 233.2K | Q3 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $246,385 | 6.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $23M | 573.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 71.4K | Q3 2025OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.03% | $454,649 | 11.1K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $231,635 | 5.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 49.8K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.03% | $462,780 | 11.3K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.03% | $286,265 | 7.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $409,444 | 9.8K | Q4 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $434,832 | 10.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.03% | $973,782 | 23.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 73.7K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.03% | $300,338 | 7.2K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 25.0K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $438,690 | 10.5K | Q4 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $232,519 | 5.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 26.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $18M | 437.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $390,540 | 9.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 103.3K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $330,843 | 8.1K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $289,902 | 7.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $8M | 184.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 33.5K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $276,129 | 6.7K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $485,009 | 11.9K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $458,449 | 11.2K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $335,865 | 7.9K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $758,402 | 18.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $416,171 | 10.0K | Q4 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.02% | $37,602 | 900 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $17M | 416.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 116.5K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $240,012 | 5.9K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $300,250 | 6.8K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $902,789 | 20.4K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 54.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $370,968 | 9.1K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.02% | $81,311 | 2.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $253,061 | 5.7K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 28.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $282,424 | 6.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $14M | 345.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $530,515 | 12.0K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $427,933 | 9.6K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $518,350 | 12.7K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $416,404 | 10.2K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $44,161 | 1.1K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 103.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $670,861 | 16.1K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 65.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 262.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $668,265 | 16.4K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $555,492 | 13.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 27.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $762,856 | 18.7K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.01% | $22,719 | 556 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $13,198 | 323 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $884,047 | 21.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $580,907 | 14.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $324,674 | 7.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $497,838 | 12.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $305,043 | 7.5K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $444,855 | 10.9K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $16,712 | 400 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $118,494 | 2.9K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $213,550 | 5.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 57.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 121.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $329,495 | 8.1K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $25,946 | 635 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $16,344 | 400 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $253,577 | 6.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $302,195 | 7.2K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $152,707 | 3.7K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 71.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $55,727 | 1.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $879,389 | 21.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 77.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 343.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 72.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $786,106 | 19.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $54,752 | 1.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 367.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $166,259 | 4.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $122,580 | 3.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $49,032 | 1.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $49,849 | 1.2K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $12,953 | 317 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $755,707 | 18.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $278,788 | 6.8K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $20,430 | 500 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $217,089 | 5.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $49,783 | 1.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 48.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 259.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $452,497 | 11.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $151,917 | 3.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $89,892 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 40.3K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $7,355 | 180 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $23,576 | 577 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 42.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $64 | 1.5K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $668,510 | 16.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $701,862 | 16.8K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $769,353 | 18.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $27,989 | 685 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $574,819 | 14.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $20,430 | 500 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $68,195 | 1.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $60,000 | 1.4K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $1,170 | 28 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $29,419 | 720 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $20,430 | 500 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.