INNOVATOR ETFS TRUST
CUSIP 45783Y673
Innovator Etfs Trust has 193 institutional holders in Filings Flow’s 13F database, together reporting 33.59M shares worth $1.2B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Americana Partners, LLC.
Institutional Holders
193
Q1 2026
Reported Value
$1.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Liberty Atlantic Advisors LLC$117M AUM | 19.32% | $23M | 637.9K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 7.00% | $8M | 228.1K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 6.90% | $17M | 489.4K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 6.64% | $9M | 243.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 5.82% | $8M | 224.9K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 5.54% | $7M | 206.1K | Q1 2026OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 5.16% | $8M | 216.4K | Q4 2025OLDER |
| VanWeelden Wealth Management, LLC$125M AUM | 4.59% | $6M | 162.4K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 4.24% | $9M | 244.0K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 3.54% | $20M | 558.3K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 3.29% | $6M | 168.7K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 3.03% | $7M | 60.1K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 2.46% | $9M | 255.7K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 2.29% | $88M | 2.49M | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 2.19% | $3M | 97.0K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.12% | $5M | 131.0K | Q3 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 2.10% | $4M | 116.0K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 2.06% | $12M | 304.5K | Q2 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 1.63% | $5M | 121.1K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.35% | $3M | 77.9K | Q2 2026 |
| Triumph Capital Management$491M AUM | 1.31% | $6M | 181.4K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 1.22% | $5M | 139.0K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.19% | $13M | 372.7K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 1.07% | $7M | 190.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 1.05% | $77M | 2.17M | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 1.04% | $47M | 1.28M | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 1.01% | $2M | 52.4K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.99% | $2M | 50.3K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.97% | $2M | 53.0K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.94% | $2M | 57.6K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.89% | $3M | 65.3K | Q2 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.81% | $1M | 33.5K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.78% | $3M | 81.6K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.72% | $1M | 31.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.63% | $3M | 79.2K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.62% | $3M | 90.9K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.57% | $7M | 202.0K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.55% | $2M | 49.9K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.53% | $941,162 | 26.6K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.45% | $885,817 | 25.0K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.42% | $776,385 | 21.9K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.41% | $4M | 117.0K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.40% | $621,268 | 17.5K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.39% | $2M | 59.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.38% | $4M | 103.8K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.36% | $2M | 43.6K | Q4 2025OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.33% | $430,120 | 12.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.31% | $8M | 235.4K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.28% | $407,381 | 11.5K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.28% | $588,459 | 16.6K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.27% | $539,619 | 14.0K | Q2 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.26% | $1M | 31.2K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.26% | $972,006 | 27.4K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.25% | $787,910 | 22.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.25% | $6M | 160.1K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.25% | $529,973 | 14.4K | Q4 2025OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.22% | $522,572 | 14.8K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.21% | $4M | 110.7K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.20% | $1M | 32.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.20% | $374,941 | 10.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.20% | $7M | 209.2K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.19% | $205,380 | 5.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.18% | $3M | 74.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.18% | $1M | 37.4K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.17% | $1M | 35.1K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.17% | $641,382 | 18.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.16% | $14M | 403.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.16% | $201,129 | 5.7K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.16% | $358,066 | 10.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.15% | $11M | 312.2K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.15% | $492,128 | 13.9K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.14% | $1M | 36.1K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.13% | $406,903 | 10.5K | Q2 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.13% | $319,212 | 9.0K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.12% | $849,593 | 24.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.12% | $7M | 168.9K | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 0.12% | $995,558 | 28.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.11% | $6M | 172.9K | Q4 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 0.11% | $312,741 | 8.8K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.11% | $441,740 | 12.5K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.11% | $1M | 37.8K | Q2 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.09% | $772,965 | 21.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 209.6K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.08% | $688,016 | 19.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.08% | $2M | 51.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $8M | 232.3K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.08% | $2M | 62.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $55M | 1.56M | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $362,053 | 9.8K | Q4 2025OLDER |
| Old Port Advisors$434M AUM | 0.08% | $327,365 | 9.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 91.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.07% | $679,164 | 19.2K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.06% | $406,433 | 11.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $892,487 | 24.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.06% | $414,191 | 11.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.06% | $844,438 | 25.2K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $1M | 40.1K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.05% | $222,729 | 6.3K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.05% | $416,776 | 11.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $486,479 | 13.7K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.05% | $382,251 | 10.8K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $349,886 | 9.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 87.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $9M | 247.2K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.05% | $281,203 | 7.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $163M | 4.59M | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $753,882 | 21.3K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.04% | $296,169 | 8.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $944,048 | 26.7K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $731,362 | 20.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $8M | 218.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.04% | $4M | 104.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 95.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 80.3K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.03% | $336,112 | 9.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $396,047 | 10.7K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.03% | $303,800 | 8.2K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 30.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.03% | $2M | 52.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 34.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 36.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 143.4K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.03% | $228,316 | 5.9K | Q2 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $449,410 | 12.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 186.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $17M | 482.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 248.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $848,793 | 24.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 57.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $606,773 | 17.4K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $300,383 | 8.5K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 32.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 28.3K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $679,317 | 17.6K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 43.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $211,586 | 5.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $496,653 | 14.0K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 187.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 136.1K | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.02% | $73,531 | 2.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 268.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $266,460 | 7.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $1M | 39.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $237,923 | 6.2K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $210M | 5.92M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 382.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.01% | $211,686 | 6.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $86,577 | 2.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $13M | 363.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $477,607 | 13.5K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $95,607 | 2.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $788,685 | 22.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $438,324 | 11.6K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $839,708 | 23.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $93,947 | 2.6K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $646,894 | 18.0K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $365,647 | 10.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 34.3K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.01% | $18,944 | 535 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 116.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $226,689 | 6.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $783,623 | 22.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $145,804 | 4.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $106,230 | 3.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $320,833 | 8.3K | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 29.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $10,809 | 300 | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.01% | $342,357 | 9.5K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $459,237 | 13.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $555,937 | 15.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $20M | 567.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 432.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $225,546 | 6.1K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $444,112 | 12.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $11,090 | 301 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 72.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 43.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 47.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $244,382 | 6.6K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $255,113 | 7.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $219,861 | 6.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $282,421 | 7.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $310,801 | 8.6K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $76,486 | 2.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $44,859 | 1.2K | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $4,532 | 128 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $286,892 | 8.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $14,164 | 400 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $142,943 | 3.9K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,912 | 54 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $75,247 | 2.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $137,320 | 3.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 51.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $877,708 | 24.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $42,882 | 1.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $662,167 | 18.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $2,585 | 73 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $921 | 26 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,003 | 26 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,243 | 374 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,532 | 128 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $104,000 | 2.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $1,364 | 37 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $65,174 | 1.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $18,430 | 500 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,342 | 65 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,675 | 48 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.