Innovator Defined Wealth Shield ETF(BALT)

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Innovator Defined Wealth Shield ETF(BALT)

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BALT(BALT)

BALT

Overview Stream Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 314 Institutional Holders

Holder	Shares	Date	Change	% Held
Wealthquest Corp	2.54M	Jun 30, 26	-691.44K	3.16%
ENVESTNET ASSET MANAGEMENT INC	1.94M	Jun 30, 26	-3.40K	2.41%
COMMONWEALTH EQUITY SERVICES, LLC	1.24M	Jun 30, 26	+291.69K	1.54%
Brookstone Capital Management	1.01M	Jun 30, 26	+90.35K	1.25%
Crown Wealth Group, LLC	978.87K	Jun 30, 26	+41.91K	1.22%
PTM WEALTH MANAGEMENT, LLC	853.20K	Jun 30, 26	+66.04K	1.06%
Kure Advisory, LLC	741.32K	Jun 30, 26	+30.27K	0.92%
Clear Creek Financial Management, LLC	669.13K	Jun 30, 26	+56.03K	0.83%
AXXCESS WEALTH MANAGEMENT, LLC	651.90K	Jun 30, 26	+203.61K	0.81%
Wealthcare Advisory Partners LLC	525.93K	Jun 30, 26	+210.28K	0.65%
CRA Financial Services, LLC	455.72K	Jun 30, 26	+2.40K	0.57%
Marshall Financial Group LLC	444.70K	Jun 30, 26	+444.70K	0.55%
AE Wealth Management LLC	427.27K	Jun 30, 26	-166.90K	0.53%
Strategic Blueprint, LLC	396.46K	Jun 30, 26	+35.47K	0.49%
Prasad Wealth Partners, LLC	347.97K	Jun 30, 26	+303.85K	0.43%
Archer Investment Corp	328.88K	Jun 30, 26	+20.34K	0.41%
Kestra Advisory Services, LLC	324.99K	Jun 30, 26	+747	0.40%
CENTRAL VALLEY ADVISORS, LLC	313.95K	Jun 30, 26	-2.00K	0.39%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	276.04K	Jun 30, 26	-8.98K	0.34%
Dominguez Wealth Management Solutions, Inc.	272.56K	Jun 30, 26	-1.13K	0.34%
Carter Financial Group, INC.	241.45K	Jun 30, 26	+241.45K	0.30%
Cambridge Investment Research Advisors, Inc.	240.97K	Jun 30, 26	+54.47K	0.30%
Rochester Wealth Strategies, LLC	219.35K	Jun 30, 26	+219.35K	0.27%
Farther Finance Advisors, LLC	218.93K	Jun 30, 26	+3.84K	0.27%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	211.84K	Jun 30, 26	-11.33K	0.26%
INDEPENDENT FINANCIAL GROUP, LLC	206.37K	Jun 30, 26	+24.07K	0.26%
Belpointe Asset Management LLC	204.66K	Jun 30, 26	+928	0.25%
Jacobi Capital Management LLC	204.57K	Jun 30, 26	+142.41K	0.25%
Sovran Advisors, LLC	203.55K	Jun 30, 26	-75.00K	0.25%
ARQ WEALTH ADVISORS, LLC	199.22K	Jun 30, 26	+199.22K	0.25%
Holos Integrated Wealth LLC	183.68K	Jun 30, 26	+15.26K	0.23%
TRUIST FINANCIAL CORP	183.63K	Jun 30, 26	+24.43K	0.23%
Capital Investment Advisory Services, LLC	180.27K	Jun 30, 26	+11.04K	0.22%
KFG WEALTH MANAGEMENT, LLC	160.99K	Jun 30, 26	+11.89K	0.20%
BROWN WEALTH MANAGEMENT, LLC	155.83K	Jun 30, 26	+8.43K	0.19%
Code Waechter LLC	152.79K	Jun 30, 26	+13.41K	0.19%
BEACON FINANCIAL GROUP	136.48K	Jun 30, 26	+1.76K	0.17%
WINNOW WEALTH LLC	131.99K	Jun 30, 26	-4.20K	0.16%
KESTRA PRIVATE WEALTH SERVICES, LLC	129.53K	Jun 30, 26	-10.48K	0.16%
Financial Designs Corp	124.61K	Jun 30, 26	+5.63K	0.15%
Kraft, Davis & Associates, LLC	121.44K	Jun 30, 26	-5.70K	0.15%
Pachira Investments Inc.	112.57K	Jun 30, 26	+5.60K	0.14%
Comprehensive Financial Consultants Institutional, Inc.	112.49K	Jun 30, 26	+5.23K	0.14%
Applied Capital LLC	111.32K	Jun 30, 26	+28.27K	0.14%
DAVENPORT & Co LLC	110.58K	Jun 30, 26	+622	0.14%
SIGNATUREFD, LLC	108.02K	Jun 30, 26	+52.40K	0.13%
First Heartland Consultants, Inc.	106.05K	Jun 30, 26	+61.99K	0.13%
MILESTONE ASSET MANAGEMENT, LLC	105.59K	Jun 30, 26	-1.45K	0.13%
Family Office Research LLC	101.98K	Jun 30, 26	+13.32K	0.13%
Merit Financial Group, LLC	101.90K	Jun 30, 26	+29.72K	0.13%
HighTower Advisors, LLC	98.81K	Jun 30, 26	+51.94K	0.12%
Whipplewood Advisors, LLC	98.10K	Jun 30, 26	-44.47K	0.12%
NEW WAVE WEALTH ADVISORS LLC	97.13K	Jun 30, 26	-27.16K	0.12%
RFG Advisory, LLC	96.85K	Jun 30, 26	-8.15K	0.12%
Gladstone Institutional Advisory LLC	95.90K	Jun 30, 26	+95.90K	0.12%
Prospera Financial Services Inc	88.54K	Jun 30, 26	+40.74K	0.11%
Focus Financial Network, Inc.	88.42K	Jun 30, 26	+12.18K	0.11%
VICUS CAPITAL	87.25K	Jun 30, 26	+1.18K	0.11%
INTEGRAL INVESTMENT ADVISORS, INC.	86.90K	Jun 30, 26	+34.48K	0.11%
CGN Advisors LLC	82.89K	Jun 30, 26	+3.05K	0.10%
HBW Advisory Services LLC	80.02K	Jun 30, 26	-745	0.10%
BIP Wealth, LLC	73.14K	Jun 30, 26	+73.14K	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	71.90K	Jun 30, 26	-4.85K	0.09%
Triumph Capital Management	65.92K	Jun 30, 26	+10.61K	0.08%
SAGESPRING WEALTH PARTNERS, LLC	65.59K	Jun 30, 26	+10.95K	0.08%
GWN SECURITIES INC.	65.39K	Jun 30, 26	+7.95K	0.08%
Brookwood Investment Group LLC	61.89K	Jun 30, 26	+8.18K	0.08%
Atria Investments, Inc	61.63K	Jun 30, 26	-26	0.08%
Chris Bulman Inc	58.81K	Jun 30, 26	+8.39K	0.07%
Encompass More Asset Management	56.16K	Jun 30, 26	+10.59K	0.07%
ROTHSCHILD INVESTMENT LLC	49.90K	Jun 30, 26	--	0.06%
CoreCap Advisors, LLC	48.38K	Jun 30, 26	-375.41K	0.06%
Capital Analysts, LLC	48.33K	Jun 30, 26	+4.94K	0.06%
COLUMBIA ADVISORY PARTNERS LLC	45.58K	Jun 30, 26	-11	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	42.96K	Jun 30, 26	+6.99K	0.05%
Cannon Advisors, Inc.	42.88K	Jun 30, 26	-25.98K	0.05%
Soltis Investment Advisors LLC	42.77K	Jun 30, 26	-195.53K	0.05%
RiverTree Advisors, LLC	42.56K	Jun 30, 26	-5.01K	0.05%
Wealth Advisory Solutions, LLC	41.55K	Jun 30, 26	+2.19K	0.05%
TradeWell Securities, LLC.	39.66K	Jun 30, 26	+7.67K	0.05%
Dynamic Advisor Solutions LLC	39.54K	Jun 30, 26	+9.31K	0.05%
PRINCIPAL SECURITIES, INC.	38.58K	Jun 30, 26	+25.59K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	37.89K	Jun 30, 26	-39.36K	0.05%
FLAGSHIP HARBOR ADVISORS, LLC	37.16K	Jun 30, 26	+20.64K	0.05%
Global Retirement Partners, LLC	35.20K	Jun 30, 26	+35.20K	0.04%
VIMA LLC	35.15K	Jun 30, 26	+35.15K	0.04%
Concurrent Investment Advisors, LLC	33.42K	Jun 30, 26	+7.02K	0.04%
MGO ONE SEVEN LLC	33.32K	Jun 30, 26	-3.00K	0.04%
Janney Montgomery Scott LLC	31.49K	Jun 30, 26	+269	0.04%
KELLY FINANCIAL GROUP LLC	31.30K	Jun 30, 26	+7.90K	0.04%
BENJAMIN EDWARDS INC	31.03K	Jun 30, 26	-1.47K	0.04%
BCS Wealth Management	30.70K	Jun 30, 26	-422	0.04%
Ronald Blue Trust, Inc.	30.18K	Jun 30, 26	-1.40K	0.04%
Simplicity Wealth,LLC	29.45K	Jun 30, 26	+29.45K	0.04%
Claro Advisors LLC	27.84K	Jun 30, 26	-9.22K	0.03%
Galvin, Gaustad & Stein, LLC	27.81K	Jun 30, 26	+1.20K	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	27.78K	Jun 30, 26	-14.90K	0.03%
STEPHENS INC /AR/	27.01K	Jun 30, 26	+3.06K	0.03%
Somerset Trust Co	26.04K	Jun 30, 26	+26.04K	0.03%
CALIBER WEALTH MANAGEMENT, LLC / KS	22.96K	Jun 30, 26	+22.96K	0.03%
Richard P Slaughter Associates Inc	21.01K	Jun 30, 26	+2.21K	0.03%
Ashton Thomas Private Wealth, LLC	20.84K	Jun 30, 26	-1.45K	0.03%
Advisor OS, LLC	20.38K	Jun 30, 26	+1.50K	0.03%
Range Financial Group LLC	18.83K	Jun 30, 26	+3.17K	0.02%
Stirlingshire Investments, Inc.	18.51K	Jun 30, 26	+1.13K	0.02%
Stegent Equity Advisors, Inc.	18.07K	Jun 30, 26	--	0.02%
Sovereign Financial Group, Inc.	17.23K	Jun 30, 26	+3.01K	0.02%
Maia Wealth LLC	16.46K	Jun 30, 26	+4.46K	0.02%
Worth Asset Management, LLC	16.34K	Jun 30, 26	+366	0.02%
City Center Advisors, LLC	16.08K	Jun 30, 26	+1.64K	0.02%
Summit Wealth Partners, LLC	15.01K	Jun 30, 26	-221	0.02%
Fortune Financial Advisors, LLC	14.91K	Jun 30, 26	-248	0.02%
Sugar Maple Asset Management, LLC	13.50K	Jun 30, 26	--	0.02%
ACT Advisors, LLC.	13.39K	Jun 30, 26	--	0.02%
Virtue Capital Management, LLC	13.31K	Jun 30, 26	+13.31K	0.02%
Patriot Financial Group Insurance Agency, LLC	12.84K	Jun 30, 26	-11.90K	0.02%
MONEY CONCEPTS CAPITAL CORP	12.71K	Jun 30, 26	-503	0.02%
Wealth Management Partners, LLC	12.38K	Jun 30, 26	-646	0.02%
PCA Investment Advisory Services Inc.	12.00K	Jun 30, 26	-520	0.01%
Signal Advisors Wealth, LLC	11.84K	Jun 30, 26	+2.59K	0.01%
WorthPointe, LLC	11.67K	Jun 30, 26	+4.07K	0.01%
MBL Wealth, LLC	11.50K	Jun 30, 26	-1.00K	0.01%
Balance Wealth, LLC	11.36K	Jun 30, 26	+1.08K	0.01%
WEALTHGARDEN F.S. LLC	11.02K	Jun 30, 26	+3.68K	0.01%
Financial Network Wealth Advisors LLC	10.90K	Jun 30, 26	-131	0.01%
IFP Advisors, Inc	10.73K	Jun 30, 26	-757	0.01%
BLVD Private Wealth, LLC	10.64K	Jun 30, 26	+1.08K	0.01%
Kestra Investment Management, LLC	10.48K	Jun 30, 26	+10.48K	0.01%
NWF Advisory Services Inc.	10.36K	Jun 30, 26	--	0.01%
Grant Street Asset Management, Inc.	10.22K	Jun 30, 26	-312	0.01%
Cambridge Advisors Inc.	10.00K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9.87K	Jun 30, 26	-4.35K	0.01%
Accurate Wealth Management, LLC	9.36K	Jun 30, 26	+710	0.01%
Private Advisor Group, LLC	9.35K	Jun 30, 26	-42.62K	0.01%
NBT BANK N A /NY	8.87K	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	8.72K	Jun 30, 26	+3.82K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	8.68K	Jun 30, 26	+8.68K	0.01%
O'Connor Financial Group LLC	8.63K	Jun 30, 26	+8.63K	0.01%
CASTLE WEALTH MANAGEMENT LLC	8.27K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	8.25K	Jun 30, 26	+8.25K	0.01%
Savvy Advisors, Inc.	8.21K	Jun 30, 26	+2.00K	0.01%
Vawter Financial, Ltd.	8.17K	Jun 30, 26	+763	0.01%
IBEX WEALTH ADVISORS	7.43K	Jun 30, 26	+7.43K	0.01%
HERITAGE OAK WEALTH ADVISORS LLC	7.18K	Jun 30, 26	+7.18K	0.01%
OPPENHEIMER & CO INC	7.15K	Jun 30, 26	+7.15K	0.01%
GeoWealth Management, LLC	7.11K	Jun 30, 26	+1.83K	0.01%
4J Wealth Management LLC	7.04K	Jun 30, 26	--	0.01%
Southland Equity Partners LLC	6.91K	Jun 30, 26	+6.91K	0.01%
Bright Futures Wealth Management, LLC.	6.39K	Jun 30, 26	-772	0.01%
PFG Advisors	6.34K	Jun 30, 26	-59	0.01%
FC Advisory LLC	6.19K	Jun 30, 26	-1.79K	0.01%
Collaborative Wealth Managment Inc.	6.10K	Jun 30, 26	--	0.01%
WEDBUSH SECURITIES INC	5.87K	Jun 30, 26	+5.87K	0.01%
PRIVATE TRUST CO NA	5.45K	Jun 30, 26	+5.00K	0.01%
Continuum Advisory, LLC	5.23K	Jun 30, 26	+5.23K	0.01%
NBC SECURITIES, INC.	3.73K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.00K	Jun 30, 26	+900	0.00%
Westside Investment Management, Inc.	2.80K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	2.51K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	2.25K	Jun 30, 26	+350	0.00%
GGM Financials LLC	1.01K	Jun 30, 26	--	0.00%
ASSETMARK, INC	532	Jun 30, 26	-99	0.00%
MATHER GROUP, LLC.	390	Jun 30, 26	+390	0.00%
Breakwater Investment Management	132	Jun 30, 26	+132	0.00%
Cape Investment Advisory, Inc.	100	Jun 30, 26	+100	0.00%
BRYN MAWR TRUST Co	58	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	40	Jun 30, 26	--	0.00%
Oak Harvest Investment Services	--	Jun 30, 26	-7.67K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-20	--
XY Planning Network, Inc.	--	Jun 30, 26	-9.92K	--
Dogwood Wealth Management LLC	--	Jun 30, 26	-41.68K	--
Miracle Mile Advisors, LLC	--	Jun 30, 26	-39.65K	--
Nikulski Financial, Inc.	--	Jun 30, 26	-7.25K	--
OPTIMA CAPITAL LLC	--	Jun 30, 26	-6.71K	--
SWMG, LLC	--	Jun 30, 26	-24.95K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-94	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-180.84K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-829	--
Meridian Wealth Management, LLC	--	Jun 30, 26	-6.67K	--
Lionsbridge Wealth Management LLC	--	Jun 30, 26	-7.29K	--
RAYMOND JAMES FINANCIAL INC	2.54M	Mar 31, 26	+542.88K	3.16%
ADVISOR GROUP HOLDINGS, INC.	2.46M	Mar 31, 26	+22.24K	3.06%
Cetera Investment Advisers	1.59M	Mar 31, 26	+63.40K	1.98%
LEE JOHNSON CAPITAL MANAGEMENT, LLC	1.40M	Mar 31, 26	+580.98K	1.74%
Foundations Investment Advisors, LLC	1.40M	Mar 31, 26	+173.21K	1.74%
Kingsview Wealth Management, LLC	1.16M	Mar 31, 26	+148.49K	1.44%
Reliant Wealth Planning	1.01M	Mar 31, 26	+28.17K	1.25%
Compass Advisory Group LLC	859.42K	Mar 31, 26	+52.62K	1.07%
LPL Financial LLC	817.66K	Mar 31, 26	+403.69K	1.02%
CWM, LLC	745.82K	Mar 31, 26	-41.45K	0.93%
PERSONAL CFO SOLUTIONS, LLC	550.28K	Mar 31, 26	+550.28K	0.68%
Visionary Wealth Advisors	508.62K	Mar 31, 26	+135.94K	0.63%
NewEdge Advisors, LLC	501.83K	Mar 31, 26	-98.09K	0.62%
NBZ Investment Advisors LLC	490.32K	Mar 31, 26	+2.02K	0.61%
CENTAURUS FINANCIAL, INC.	483.25K	Mar 31, 26	-25.48K	0.60%
Sunbelt Securities, Inc.	467.92K	Mar 31, 26	+10.23K	0.58%
HARBOUR INVESTMENTS, INC.	430.32K	Mar 31, 26	-32.04K	0.54%
Glen Eagle Advisors, LLC	410.67K	Mar 31, 26	+34.51K	0.51%
Brinker Capital Investments, LLC	352.69K	Mar 31, 26	-658.76K	0.44%
Pensionmark Financial Group, LLC	348.63K	Mar 31, 26	+13.85K	0.43%
Stratos Wealth Advisors, LLC	348.52K	Mar 31, 26	+11.68K	0.43%
MML INVESTORS SERVICES, LLC	265.95K	Mar 31, 26	-42.53K	0.33%
Resources Investment Advisors, LLC.	261.60K	Mar 31, 26	+27.25K	0.33%
Mutual Advisors, LLC	250.05K	Mar 31, 26	-33.98K	0.31%
Ausdal Financial Partners, Inc.	246.15K	Mar 31, 26	+110.70K	0.31%
Long Island Wealth Management, Inc.	241.41K	Mar 31, 26	-4.15K	0.30%
Sigma Planning Corp	232.63K	Mar 31, 26	-32.77K	0.29%
Capstone Triton Financial Group, LLC	197.37K	Mar 31, 26	+107.90K	0.25%
Mount Yale Investment Advisors, LLC	157.44K	Mar 31, 26	+157.44K	0.20%
Vestmark Advisory Solutions, Inc.	156.80K	Mar 31, 26	+156.80K	0.19%
CreativeOne Wealth, LLC	153.12K	Mar 31, 26	+69.27K	0.19%
Rockefeller Capital Management L.P.	149.67K	Mar 31, 26	+74.57K	0.19%
Triad Wealth Partners, LLC	142.59K	Mar 31, 26	+44.84K	0.18%
Trek Financial, LLC	141.97K	Mar 31, 26	+86	0.18%
U.S. Capital Wealth Advisors, LLC	131.80K	Mar 31, 26	+6.24K	0.16%
Steward Partners Investment Advisory, LLC	118.15K	Mar 31, 26	-3.35K	0.15%
Aptus Capital Advisors, LLC	118.08K	Mar 31, 26	-114.63K	0.15%
Beacon Pointe Advisors, LLC	113.98K	Mar 31, 26	+50.76K	0.14%
Equitable Holdings, Inc.	103.81K	Mar 31, 26	-1.55K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	95.53K	Mar 31, 26	+84.90K	0.12%
SFMG, LLC	91.37K	Mar 31, 26	-1.49K	0.11%
Fundamentum, LLC	89.12K	Mar 31, 26	-95.19K	0.11%
Comprehensive Financial Planning, Inc./PA	62.08K	Mar 31, 26	+5.77K	0.08%
Tradition Wealth Management, LLC	57.68K	Mar 31, 26	+48.61K	0.07%
Main Street Financial Solutions, LLC	53.81K	Mar 31, 26	-46	0.07%
JT Stratford LLC	52.24K	Mar 31, 26	+3.30K	0.06%
CAPTRUST FINANCIAL ADVISORS	51.77K	Mar 31, 26	--	0.06%
Gallagher Fiduciary Advisors, LLC	50.53K	Mar 31, 26	+3.73K	0.06%
SILVER OAK SECURITIES, INCORPORATED	38.89K	Mar 31, 26	-14.67K	0.05%
WPWealth LLP	38.13K	Mar 31, 26	+3.72K	0.05%
Snowden Capital Advisors LLC	37.09K	Mar 31, 26	+12.34K	0.05%
GOLDMAN SACHS GROUP INC	37.05K	Mar 31, 26	+37.05K	0.05%
GUARDIAN WEALTH ADVISORS, LLC / NC	34.44K	Mar 31, 26	+26.29K	0.04%
Arkadios Wealth Advisors	31.97K	Mar 31, 26	+3.54K	0.04%
Allworth Financial LP	31.00K	Mar 31, 26	-24	0.04%
IHT Wealth Management, LLC	30.63K	Mar 31, 26	-1.30K	0.04%
Vantage Point Financial LLC	30.06K	Mar 31, 26	+1.70K	0.04%
Advisory Services Network, LLC	29.76K	Mar 31, 26	+305	0.04%
Madison Wealth Partners, Inc	27.54K	Mar 31, 26	+1.50K	0.03%
Coordinated Financial Services, Inc.	24.16K	Mar 31, 26	+24.16K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	24.08K	Mar 31, 26	+6	0.03%
Palumbo Wealth Management LLC	23.48K	Mar 31, 26	-18.11K	0.03%
SYKON CAPITAL LLC	22.97K	Mar 31, 26	+4.06K	0.03%
Core Wealth Advisors, Inc.	22.63K	Mar 31, 26	+3.08K	0.03%
SMITH, MOORE & CO.	21.99K	Mar 31, 26	+286	0.03%
Sequent Planning LLC	21.86K	Mar 31, 26	+19	0.03%
RITHOLTZ WEALTH MANAGEMENT	21.66K	Mar 31, 26	--	0.03%
Colony Group, LLC	20.80K	Mar 31, 26	+10.55K	0.03%
CFO4Life Group, LLC	20.11K	Mar 31, 26	-12.30K	0.02%
NewEdge Wealth, LLC	19.90K	Mar 31, 26	+19.90K	0.02%
Advisor OS, LLC	18.88K	Mar 31, 26	+18.88K	0.02%
Advyzon Investment Management, LLC	18.51K	Mar 31, 26	+563	0.02%
Pine Harbor Wealth Management, LLC	17.92K	Mar 31, 26	--	0.02%
Disciplined Investments, LLC	17.78K	Mar 31, 26	--	0.02%
JPMORGAN CHASE & CO	17.17K	Mar 31, 26	-4.01M	0.02%
Betterment LLC	17.15K	Mar 31, 26	-3.01K	0.02%
SYON CAPITAL LLC	17.07K	Mar 31, 26	--	0.02%
Tanglewood Legacy Advisors, LLC	16.66K	Mar 31, 26	+8.90K	0.02%
VESTIA PERSONAL WEALTH ADVISORS	13.92K	Mar 31, 26	--	0.02%
D.B. Root & Company, LLC	12.81K	Mar 31, 26	+1.60K	0.02%
Sanctuary Advisors, LLC	12.62K	Mar 31, 26	-2.59K	0.02%
Inspire Advisors, LLC	10.49K	Mar 31, 26	+10.49K	0.01%
VISTA INVESTMENT MANAGEMENT	10.46K	Mar 31, 26	--	0.01%
Csenge Advisory Group	10.25K	Mar 31, 26	+3.50K	0.01%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	9.56K	Mar 31, 26	--	0.01%
Modern Wealth Management, LLC	9.22K	Mar 31, 26	-914	0.01%
AssuredPartners Investment Advisors, LLC	9.22K	Mar 31, 26	+9.22K	0.01%
Legacy Wealth Managment, LLC/ID	8.46K	Mar 31, 26	+5.44K	0.01%
SRS Capital Advisors, Inc.	7.87K	Mar 31, 26	-875	0.01%
ZACKS INVESTMENT MANAGEMENT	7.85K	Mar 31, 26	+7.85K	0.01%
Curran Financial Partners, LLC	7.84K	Mar 31, 26	+7.84K	0.01%
Alaska Wealth Advisors	6.91K	Mar 31, 26	--	0.01%
QUEST INVESTMENT MANAGEMENT LLC	6.44K	Mar 31, 26	+297	0.01%
MORGAN STANLEY	5.39K	Mar 31, 26	-2.96K	0.01%
Alaska Permanent Capital Management	5.20K	Mar 31, 26	--	0.01%
WELLS FARGO & COMPANY/MN	3.80K	Mar 31, 26	+3.80K	0.00%
WealthShield Partners, LLC	2.09K	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	2.05K	Mar 31, 26	+2.05K	0.00%
Caitlin John, LLC	2.04K	Mar 31, 26	-443	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	415	Mar 31, 26	+415	0.00%
MAI Capital Management	184	Mar 31, 26	--	0.00%
Larson Financial Group LLC	136	Mar 31, 26	-428	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-21.08K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-256.32K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-6.85K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-495	--
Capital Square, LLC	--	Mar 31, 26	-6.09K	--
UBS Group AG	--	Mar 31, 26	-397	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-100	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-208	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-79.06K	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-32	--
Bellwether Advisors, LLC	--	Mar 31, 26	-10.15K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-10.06K	--
CacheTech Inc.	--	Mar 31, 26	-19.91K	--
ROVIN CAPITAL /UT/ /ADV	89.01K	Dec 31, 25	+1.18K	0.11%
Vantage Financial Partners, LLC	59.56K	Dec 31, 25	+20.65K	0.07%
Motiv8 Investments LLC	1.30K	Dec 31, 25	+1.30K	0.00%
CIBC Private Wealth Group, LLC	17	Dec 31, 25	+17	0.00%
Atria Wealth Solutions, Inc.	177.99K	Jun 30, 25	-73.63K	0.22%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	109.19K	Jun 30, 25	+109.19K	0.14%
AVANTAX ADVISORY SERVICES, INC.	7.58K	Jun 30, 25	-3.85K	0.01%
Legacy Investment Solutions, LLC	2.48K	Jun 30, 25	+2.48K	0.00%
Orion Portfolio Solutions, LLC	592.98K	Mar 31, 25	+533.38K	0.74%
Bison Wealth, LLC	41.23K	Dec 31, 24	+17.46K	0.05%
Raymond James Financial Services Advisors, Inc.	491.97K	Sep 30, 24	+290.23K	0.61%
RAYMOND JAMES & ASSOCIATES	138.37K	Sep 30, 24	+12.95K	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.24K	Jun 30, 24	-1.47K	0.01%
Cetera Advisor Networks LLC	447.47K	Mar 31, 24	+59.17K	0.56%
Cetera Advisors LLC	217.07K	Mar 31, 24	+178.21K	0.27%
DFPG INVESTMENTS, LLC	62.27K	Dec 31, 23	-65	0.08%
Key Bridge Compliance, LLC	10.58K	Sep 30, 23	+10.58K	0.01%
Karp Capital Management Corp	358.10K	Sep 30, 22	-268	0.45%
Dixon Hughes Goodman Wealth Advisors LLC	--	Mar 31, 22	-770	--

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Holder

Date

Change

% Held

Wealthquest Corp

2.54M

Jun 30, 26

-691.44K

3.16%

ENVESTNET ASSET MANAGEMENT INC

1.94M

Jun 30, 26

-3.40K

2.41%

COMMONWEALTH EQUITY SERVICES, LLC

1.24M

Jun 30, 26

+291.69K

1.54%

Brookstone Capital Management

1.01M

Jun 30, 26

+90.35K

1.25%

Crown Wealth Group, LLC

978.87K

Jun 30, 26

+41.91K

1.22%

PTM WEALTH MANAGEMENT, LLC

853.20K

Jun 30, 26

+66.04K

1.06%

Kure Advisory, LLC

741.32K

Jun 30, 26

+30.27K

0.92%

Clear Creek Financial Management, LLC

669.13K

Jun 30, 26

+56.03K

0.83%

AXXCESS WEALTH MANAGEMENT, LLC

651.90K

Jun 30, 26

+203.61K

0.81%

Wealthcare Advisory Partners LLC

525.93K

Jun 30, 26

+210.28K

0.65%

CRA Financial Services, LLC

455.72K

Jun 30, 26

+2.40K

0.57%

Marshall Financial Group LLC

444.70K

Jun 30, 26

+444.70K

0.55%

AE Wealth Management LLC

427.27K

Jun 30, 26

-166.90K

0.53%

Strategic Blueprint, LLC

396.46K

Jun 30, 26

+35.47K

0.49%

Prasad Wealth Partners, LLC

347.97K

Jun 30, 26

+303.85K

0.43%

Archer Investment Corp

328.88K

Jun 30, 26

+20.34K

0.41%

Kestra Advisory Services, LLC

324.99K

Jun 30, 26

+747

0.40%

CENTRAL VALLEY ADVISORS, LLC

313.95K

Jun 30, 26

-2.00K

0.39%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

276.04K

Jun 30, 26

-8.98K

0.34%

Dominguez Wealth Management Solutions, Inc.

272.56K

Jun 30, 26

-1.13K

0.34%

Carter Financial Group, INC.

241.45K

Jun 30, 26

+241.45K

0.30%

Cambridge Investment Research Advisors, Inc.

240.97K

Jun 30, 26

+54.47K

0.30%

Rochester Wealth Strategies, LLC

219.35K

Jun 30, 26

+219.35K

0.27%

Farther Finance Advisors, LLC

218.93K

Jun 30, 26

+3.84K

0.27%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

211.84K

Jun 30, 26

-11.33K

0.26%

INDEPENDENT FINANCIAL GROUP, LLC

206.37K

Jun 30, 26

+24.07K

0.26%

Belpointe Asset Management LLC

204.66K

Jun 30, 26

+928

0.25%

Jacobi Capital Management LLC

204.57K

Jun 30, 26

+142.41K

0.25%

Sovran Advisors, LLC

203.55K

Jun 30, 26

-75.00K

0.25%

ARQ WEALTH ADVISORS, LLC

199.22K

Jun 30, 26

+199.22K

0.25%

Holos Integrated Wealth LLC

183.68K

Jun 30, 26

+15.26K

0.23%

TRUIST FINANCIAL CORP

183.63K

Jun 30, 26

+24.43K

0.23%

Capital Investment Advisory Services, LLC

180.27K

Jun 30, 26

+11.04K

0.22%

KFG WEALTH MANAGEMENT, LLC

160.99K

Jun 30, 26

+11.89K

0.20%

BROWN WEALTH MANAGEMENT, LLC

155.83K

Jun 30, 26

+8.43K

0.19%

Code Waechter LLC

152.79K

Jun 30, 26

+13.41K

0.19%

BEACON FINANCIAL GROUP

136.48K

Jun 30, 26

+1.76K

0.17%

WINNOW WEALTH LLC

131.99K

Jun 30, 26

-4.20K

0.16%

KESTRA PRIVATE WEALTH SERVICES, LLC

129.53K

Jun 30, 26

-10.48K

0.16%

Financial Designs Corp

124.61K

Jun 30, 26

+5.63K

0.15%

Kraft, Davis & Associates, LLC

121.44K

Jun 30, 26

-5.70K

0.15%

Pachira Investments Inc.

112.57K

Jun 30, 26

+5.60K

0.14%

Comprehensive Financial Consultants Institutional, Inc.

112.49K

Jun 30, 26

+5.23K

0.14%

Applied Capital LLC

111.32K

Jun 30, 26

+28.27K

0.14%

DAVENPORT & Co LLC

110.58K

Jun 30, 26

+622

0.14%

SIGNATUREFD, LLC

108.02K

Jun 30, 26

+52.40K

0.13%

First Heartland Consultants, Inc.

106.05K

Jun 30, 26

+61.99K

0.13%

MILESTONE ASSET MANAGEMENT, LLC

105.59K

Jun 30, 26

-1.45K

0.13%

Family Office Research LLC

101.98K

Jun 30, 26

+13.32K

0.13%

Merit Financial Group, LLC

101.90K

Jun 30, 26

+29.72K

0.13%

HighTower Advisors, LLC

98.81K

Jun 30, 26

+51.94K

0.12%

Whipplewood Advisors, LLC

98.10K

Jun 30, 26

-44.47K

0.12%

NEW WAVE WEALTH ADVISORS LLC

97.13K

Jun 30, 26

-27.16K

0.12%

RFG Advisory, LLC

96.85K

Jun 30, 26

-8.15K

0.12%

Gladstone Institutional Advisory LLC

95.90K

Jun 30, 26

+95.90K

0.12%

Prospera Financial Services Inc

88.54K

Jun 30, 26

+40.74K

0.11%

Focus Financial Network, Inc.

88.42K

Jun 30, 26

+12.18K

0.11%

VICUS CAPITAL

87.25K

Jun 30, 26

+1.18K

0.11%

INTEGRAL INVESTMENT ADVISORS, INC.

86.90K

Jun 30, 26

+34.48K

0.11%

CGN Advisors LLC

82.89K

Jun 30, 26

+3.05K

0.10%

HBW Advisory Services LLC

80.02K

Jun 30, 26

-745

0.10%

BIP Wealth, LLC

73.14K

Jun 30, 26

+73.14K

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

71.90K

Jun 30, 26

-4.85K

0.09%

Triumph Capital Management

65.92K

Jun 30, 26

+10.61K

0.08%

SAGESPRING WEALTH PARTNERS, LLC

65.59K

Jun 30, 26

+10.95K

0.08%

GWN SECURITIES INC.

65.39K

Jun 30, 26

+7.95K

0.08%

Brookwood Investment Group LLC

61.89K

Jun 30, 26

+8.18K

0.08%

Atria Investments, Inc

61.63K

Jun 30, 26

-26

0.08%

Chris Bulman Inc

58.81K

Jun 30, 26

+8.39K

0.07%

Encompass More Asset Management

56.16K

Jun 30, 26

+10.59K

0.07%

ROTHSCHILD INVESTMENT LLC

49.90K

Jun 30, 26

0.06%

CoreCap Advisors, LLC

48.38K

Jun 30, 26

-375.41K

0.06%

Capital Analysts, LLC

48.33K

Jun 30, 26

+4.94K

0.06%

COLUMBIA ADVISORY PARTNERS LLC

45.58K

Jun 30, 26

-11

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

42.96K

Jun 30, 26

+6.99K

0.05%

Cannon Advisors, Inc.

42.88K

Jun 30, 26

-25.98K

0.05%

Soltis Investment Advisors LLC

42.77K

Jun 30, 26

-195.53K

0.05%

RiverTree Advisors, LLC

42.56K

Jun 30, 26

-5.01K

0.05%

Wealth Advisory Solutions, LLC

41.55K

Jun 30, 26

+2.19K

0.05%

TradeWell Securities, LLC.

39.66K

Jun 30, 26

+7.67K

0.05%

Dynamic Advisor Solutions LLC

39.54K

Jun 30, 26

+9.31K

0.05%

PRINCIPAL SECURITIES, INC.

38.58K

Jun 30, 26

+25.59K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.89K

Jun 30, 26

-39.36K

0.05%

FLAGSHIP HARBOR ADVISORS, LLC

37.16K

Jun 30, 26

+20.64K

0.05%

Global Retirement Partners, LLC

35.20K

Jun 30, 26

+35.20K

0.04%

VIMA LLC

35.15K

Jun 30, 26

+35.15K

0.04%

Concurrent Investment Advisors, LLC

33.42K

Jun 30, 26

+7.02K

0.04%

MGO ONE SEVEN LLC

33.32K

Jun 30, 26

-3.00K

0.04%

Janney Montgomery Scott LLC

31.49K

Jun 30, 26

+269

0.04%

KELLY FINANCIAL GROUP LLC

31.30K

Jun 30, 26

+7.90K

0.04%

BENJAMIN EDWARDS INC

31.03K

Jun 30, 26

-1.47K

0.04%

BCS Wealth Management

30.70K

Jun 30, 26

-422

0.04%

Ronald Blue Trust, Inc.

30.18K

Jun 30, 26

-1.40K

0.04%

Simplicity Wealth,LLC

29.45K

Jun 30, 26

+29.45K

0.04%

Claro Advisors LLC

27.84K

Jun 30, 26

-9.22K

0.03%

Galvin, Gaustad & Stein, LLC

27.81K

Jun 30, 26

+1.20K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

27.78K

Jun 30, 26

-14.90K

0.03%

STEPHENS INC /AR/

27.01K

Jun 30, 26

+3.06K

0.03%

Somerset Trust Co

26.04K

Jun 30, 26

+26.04K

0.03%

CALIBER WEALTH MANAGEMENT, LLC / KS

22.96K

Jun 30, 26

+22.96K

0.03%

Richard P Slaughter Associates Inc

21.01K

Jun 30, 26

+2.21K

0.03%

Ashton Thomas Private Wealth, LLC

20.84K

Jun 30, 26

-1.45K

0.03%

Advisor OS, LLC

20.38K

Jun 30, 26

+1.50K

0.03%

Range Financial Group LLC

18.83K

Jun 30, 26

+3.17K

0.02%

Stirlingshire Investments, Inc.

18.51K

Jun 30, 26

+1.13K

0.02%

Stegent Equity Advisors, Inc.

18.07K

Jun 30, 26

0.02%

Sovereign Financial Group, Inc.

17.23K

Jun 30, 26

+3.01K

0.02%

Maia Wealth LLC

16.46K

Jun 30, 26

+4.46K

0.02%

Worth Asset Management, LLC

16.34K

Jun 30, 26

+366

0.02%

City Center Advisors, LLC

16.08K

Jun 30, 26

+1.64K

0.02%

Summit Wealth Partners, LLC

15.01K

Jun 30, 26

-221

0.02%

Fortune Financial Advisors, LLC

14.91K

Jun 30, 26

-248

0.02%

Sugar Maple Asset Management, LLC

13.50K

Jun 30, 26

0.02%

ACT Advisors, LLC.

13.39K

Jun 30, 26

0.02%

Virtue Capital Management, LLC

13.31K

Jun 30, 26

+13.31K

0.02%

Patriot Financial Group Insurance Agency, LLC

12.84K

Jun 30, 26

-11.90K

0.02%

MONEY CONCEPTS CAPITAL CORP

12.71K

Jun 30, 26

-503

0.02%

Wealth Management Partners, LLC

12.38K

Jun 30, 26

-646

0.02%

PCA Investment Advisory Services Inc.

12.00K

Jun 30, 26

-520

0.01%

Signal Advisors Wealth, LLC

11.84K

Jun 30, 26

+2.59K

0.01%

WorthPointe, LLC

11.67K

Jun 30, 26

+4.07K

0.01%

MBL Wealth, LLC

11.50K

Jun 30, 26

-1.00K

0.01%

Balance Wealth, LLC

11.36K

Jun 30, 26

+1.08K

0.01%

WEALTHGARDEN F.S. LLC

11.02K

Jun 30, 26

+3.68K

0.01%

Financial Network Wealth Advisors LLC

10.90K

Jun 30, 26

-131

0.01%

IFP Advisors, Inc

10.73K

Jun 30, 26

-757

0.01%

BLVD Private Wealth, LLC

10.64K

Jun 30, 26

+1.08K

0.01%

Kestra Investment Management, LLC

10.48K

Jun 30, 26

+10.48K

0.01%

NWF Advisory Services Inc.

10.36K

Jun 30, 26

0.01%

Grant Street Asset Management, Inc.

10.22K

Jun 30, 26

-312

0.01%

Cambridge Advisors Inc.

10.00K

Jun 30, 26

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

9.87K

Jun 30, 26

-4.35K

0.01%

Accurate Wealth Management, LLC

9.36K

Jun 30, 26

+710

0.01%

Private Advisor Group, LLC

9.35K

Jun 30, 26

-42.62K

0.01%

NBT BANK N A /NY

8.87K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

8.72K

Jun 30, 26

+3.82K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

8.68K

Jun 30, 26

+8.68K

0.01%

O'Connor Financial Group LLC

8.63K

Jun 30, 26

+8.63K

0.01%

CASTLE WEALTH MANAGEMENT LLC

8.27K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

8.25K

Jun 30, 26

+8.25K

0.01%

Savvy Advisors, Inc.

8.21K

Jun 30, 26

+2.00K

0.01%

Vawter Financial, Ltd.

8.17K

Jun 30, 26

+763

0.01%

IBEX WEALTH ADVISORS

7.43K

Jun 30, 26

+7.43K

0.01%

HERITAGE OAK WEALTH ADVISORS LLC

7.18K

Jun 30, 26

+7.18K

0.01%

OPPENHEIMER & CO INC

7.15K

Jun 30, 26

+7.15K

0.01%

GeoWealth Management, LLC

7.11K

Jun 30, 26

+1.83K

0.01%

4J Wealth Management LLC

7.04K

Jun 30, 26

0.01%

Southland Equity Partners LLC

6.91K

Jun 30, 26

+6.91K

0.01%

Bright Futures Wealth Management, LLC.

6.39K

Jun 30, 26

-772

0.01%

PFG Advisors

6.34K

Jun 30, 26

-59

0.01%

FC Advisory LLC

6.19K

Jun 30, 26

-1.79K

0.01%

Collaborative Wealth Managment Inc.

6.10K

Jun 30, 26

0.01%

WEDBUSH SECURITIES INC

5.87K

Jun 30, 26

+5.87K

0.01%

PRIVATE TRUST CO NA

5.45K

Jun 30, 26

+5.00K

0.01%

Continuum Advisory, LLC

5.23K

Jun 30, 26

+5.23K

0.01%

NBC SECURITIES, INC.

3.73K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.00K

Jun 30, 26

+900

0.00%

Westside Investment Management, Inc.

2.80K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

2.51K

Jun 30, 26

0.00%

Noble Wealth Management PBC

2.25K

Jun 30, 26

+350

0.00%

GGM Financials LLC

1.01K

Jun 30, 26

0.00%

ASSETMARK, INC

532

Jun 30, 26

-99

0.00%

MATHER GROUP, LLC.

390

Jun 30, 26

+390

0.00%

Breakwater Investment Management

132

Jun 30, 26

+132

0.00%

Cape Investment Advisory, Inc.

100

Jun 30, 26

+100

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Oak Harvest Investment Services

Jun 30, 26

-7.67K

Global Wealth Strategies & Associates

Jun 30, 26

-20

XY Planning Network, Inc.

Jun 30, 26

-9.92K

Dogwood Wealth Management LLC

Jun 30, 26

-41.68K

Miracle Mile Advisors, LLC

Jun 30, 26

-39.65K

Nikulski Financial, Inc.

Jun 30, 26

-7.25K

OPTIMA CAPITAL LLC

Jun 30, 26

-6.71K

SWMG, LLC

Jun 30, 26

-24.95K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-94

Reyes Financial Architecture, Inc.

Jun 30, 26

-180.84K

Sound Income Strategies, LLC

Jun 30, 26

-829

Meridian Wealth Management, LLC

Jun 30, 26

-6.67K

Lionsbridge Wealth Management LLC

Jun 30, 26

-7.29K

RAYMOND JAMES FINANCIAL INC

2.54M

Mar 31, 26

+542.88K

3.16%

ADVISOR GROUP HOLDINGS, INC.

2.46M

Mar 31, 26

+22.24K

3.06%

Cetera Investment Advisers

1.59M

Mar 31, 26

+63.40K

1.98%

LEE JOHNSON CAPITAL MANAGEMENT, LLC

1.40M

Mar 31, 26

+580.98K

1.74%

Foundations Investment Advisors, LLC

1.40M

Mar 31, 26

+173.21K

1.74%

Kingsview Wealth Management, LLC

1.16M

Mar 31, 26

+148.49K

1.44%

Reliant Wealth Planning

1.01M

Mar 31, 26

+28.17K

1.25%

Compass Advisory Group LLC

859.42K

Mar 31, 26

+52.62K

1.07%

LPL Financial LLC

817.66K

Mar 31, 26

+403.69K

1.02%

CWM, LLC

745.82K

Mar 31, 26

-41.45K

0.93%

PERSONAL CFO SOLUTIONS, LLC

550.28K

Mar 31, 26

+550.28K

0.68%

Visionary Wealth Advisors

508.62K

Mar 31, 26

+135.94K

0.63%

NewEdge Advisors, LLC

501.83K

Mar 31, 26

-98.09K

0.62%

NBZ Investment Advisors LLC

490.32K

Mar 31, 26

+2.02K

0.61%

CENTAURUS FINANCIAL, INC.

483.25K

Mar 31, 26

-25.48K

0.60%

Sunbelt Securities, Inc.

467.92K

Mar 31, 26

+10.23K

0.58%

HARBOUR INVESTMENTS, INC.

430.32K

Mar 31, 26

-32.04K

0.54%

Glen Eagle Advisors, LLC

410.67K

Mar 31, 26

+34.51K

0.51%

Brinker Capital Investments, LLC

352.69K

Mar 31, 26

-658.76K

0.44%

Pensionmark Financial Group, LLC

348.63K

Mar 31, 26

+13.85K

0.43%

Stratos Wealth Advisors, LLC

348.52K

Mar 31, 26

+11.68K

0.43%

MML INVESTORS SERVICES, LLC

265.95K

Mar 31, 26

-42.53K

0.33%

Resources Investment Advisors, LLC.

261.60K

Mar 31, 26

+27.25K

0.33%

Mutual Advisors, LLC

250.05K

Mar 31, 26

-33.98K

0.31%

Ausdal Financial Partners, Inc.

246.15K

Mar 31, 26

+110.70K

0.31%

Long Island Wealth Management, Inc.

241.41K

Mar 31, 26

-4.15K

0.30%

Sigma Planning Corp

232.63K

Mar 31, 26

-32.77K

0.29%

Capstone Triton Financial Group, LLC

197.37K

Mar 31, 26

+107.90K

0.25%

Mount Yale Investment Advisors, LLC

157.44K

Mar 31, 26

+157.44K

0.20%

Vestmark Advisory Solutions, Inc.

156.80K

Mar 31, 26

+156.80K

0.19%

CreativeOne Wealth, LLC

153.12K

Mar 31, 26

+69.27K

0.19%

Rockefeller Capital Management L.P.

149.67K

Mar 31, 26

+74.57K

0.19%

Triad Wealth Partners, LLC

142.59K

Mar 31, 26

+44.84K

0.18%

Trek Financial, LLC

141.97K

Mar 31, 26

+86

0.18%

U.S. Capital Wealth Advisors, LLC

131.80K

Mar 31, 26

+6.24K

0.16%

Steward Partners Investment Advisory, LLC

118.15K

Mar 31, 26

-3.35K

0.15%

Aptus Capital Advisors, LLC

118.08K

Mar 31, 26

-114.63K

0.15%

Beacon Pointe Advisors, LLC

113.98K

Mar 31, 26

+50.76K

0.14%

Equitable Holdings, Inc.

103.81K

Mar 31, 26

-1.55K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

95.53K

Mar 31, 26

+84.90K

0.12%

SFMG, LLC

91.37K

Mar 31, 26

-1.49K

0.11%

Fundamentum, LLC

89.12K

Mar 31, 26

-95.19K

0.11%

Comprehensive Financial Planning, Inc./PA

62.08K

Mar 31, 26

+5.77K

0.08%

Tradition Wealth Management, LLC

57.68K

Mar 31, 26

+48.61K

0.07%

Main Street Financial Solutions, LLC

53.81K

Mar 31, 26

-46

0.07%

JT Stratford LLC

52.24K

Mar 31, 26

+3.30K

0.06%

CAPTRUST FINANCIAL ADVISORS

51.77K

Mar 31, 26

0.06%

Gallagher Fiduciary Advisors, LLC

50.53K

Mar 31, 26

+3.73K

0.06%

SILVER OAK SECURITIES, INCORPORATED

38.89K

Mar 31, 26

-14.67K

0.05%

WPWealth LLP

38.13K

Mar 31, 26

+3.72K

0.05%

Snowden Capital Advisors LLC

37.09K

Mar 31, 26

+12.34K

0.05%

GOLDMAN SACHS GROUP INC

37.05K

Mar 31, 26

+37.05K

0.05%

GUARDIAN WEALTH ADVISORS, LLC / NC

34.44K

Mar 31, 26

+26.29K

0.04%

Arkadios Wealth Advisors

31.97K

Mar 31, 26

+3.54K

0.04%

Allworth Financial LP

31.00K

Mar 31, 26

-24

0.04%

IHT Wealth Management, LLC

30.63K

Mar 31, 26

-1.30K

0.04%

Vantage Point Financial LLC

30.06K

Mar 31, 26

+1.70K

0.04%

Advisory Services Network, LLC

29.76K

Mar 31, 26

+305

0.04%

Madison Wealth Partners, Inc

27.54K

Mar 31, 26

+1.50K

0.03%

Coordinated Financial Services, Inc.

24.16K

Mar 31, 26

+24.16K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

24.08K

Mar 31, 26

0.03%

Palumbo Wealth Management LLC

23.48K

Mar 31, 26

-18.11K

0.03%

SYKON CAPITAL LLC

22.97K

Mar 31, 26

+4.06K

0.03%

Core Wealth Advisors, Inc.

22.63K

Mar 31, 26

+3.08K

0.03%

SMITH, MOORE & CO.

21.99K

Mar 31, 26

+286

0.03%

Sequent Planning LLC

21.86K

Mar 31, 26

+19

0.03%

RITHOLTZ WEALTH MANAGEMENT

21.66K

Mar 31, 26

0.03%

Colony Group, LLC

20.80K

Mar 31, 26

+10.55K

0.03%

CFO4Life Group, LLC

20.11K

Mar 31, 26

-12.30K

0.02%

NewEdge Wealth, LLC

19.90K

Mar 31, 26

+19.90K

0.02%

Advisor OS, LLC

18.88K

Mar 31, 26

+18.88K

0.02%

Advyzon Investment Management, LLC

18.51K

Mar 31, 26

+563

0.02%

Pine Harbor Wealth Management, LLC

17.92K

Mar 31, 26

0.02%

Disciplined Investments, LLC

17.78K

Mar 31, 26

0.02%

JPMORGAN CHASE & CO

17.17K

Mar 31, 26

-4.01M

0.02%

Betterment LLC

17.15K

Mar 31, 26

-3.01K

0.02%

SYON CAPITAL LLC

17.07K

Mar 31, 26

0.02%

Tanglewood Legacy Advisors, LLC

16.66K

Mar 31, 26

+8.90K

0.02%

VESTIA PERSONAL WEALTH ADVISORS

13.92K

Mar 31, 26

0.02%

D.B. Root & Company, LLC

12.81K

Mar 31, 26

+1.60K

0.02%

Sanctuary Advisors, LLC

12.62K

Mar 31, 26

-2.59K

0.02%

Inspire Advisors, LLC

10.49K

Mar 31, 26

+10.49K

0.01%

VISTA INVESTMENT MANAGEMENT

10.46K

Mar 31, 26

0.01%

Csenge Advisory Group

10.25K

Mar 31, 26

+3.50K

0.01%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

9.56K

Mar 31, 26

0.01%

Modern Wealth Management, LLC

9.22K

Mar 31, 26

-914

0.01%

AssuredPartners Investment Advisors, LLC

9.22K

Mar 31, 26

+9.22K

0.01%

Legacy Wealth Managment, LLC/ID

8.46K

Mar 31, 26

+5.44K

0.01%

SRS Capital Advisors, Inc.

7.87K

Mar 31, 26

-875

0.01%

ZACKS INVESTMENT MANAGEMENT

7.85K

Mar 31, 26

+7.85K

0.01%

Curran Financial Partners, LLC

7.84K

Mar 31, 26

+7.84K

0.01%

Alaska Wealth Advisors

6.91K

Mar 31, 26

0.01%

QUEST INVESTMENT MANAGEMENT LLC

6.44K

Mar 31, 26

+297

0.01%

MORGAN STANLEY

5.39K

Mar 31, 26

-2.96K

0.01%

Alaska Permanent Capital Management

5.20K

Mar 31, 26

0.01%

WELLS FARGO & COMPANY/MN

3.80K

Mar 31, 26

+3.80K

0.00%

WealthShield Partners, LLC

2.09K

Mar 31, 26

0.00%

Waverly Advisors, LLC

2.05K

Mar 31, 26

+2.05K

0.00%

Caitlin John, LLC

2.04K

Mar 31, 26

-443

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

415

Mar 31, 26

+415

0.00%

MAI Capital Management

184

Mar 31, 26

0.00%

Larson Financial Group LLC

136

Mar 31, 26

-428

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-21.08K

JANE STREET GROUP, LLC

Mar 31, 26

-256.32K

Kestra Investment Management, LLC

Mar 31, 26

-6.85K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-495

Capital Square, LLC

Mar 31, 26

-6.09K

UBS Group AG

Mar 31, 26

-397

BANK OF AMERICA CORP /DE/

Mar 31, 26

-100

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-208

Diversify Advisory Services, LLC

Mar 31, 26

-79.06K

ROYAL BANK OF CANADA

Mar 31, 26

-32

Bellwether Advisors, LLC

Mar 31, 26

-10.15K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-10.06K

CacheTech Inc.

Mar 31, 26

-19.91K

ROVIN CAPITAL /UT/ /ADV

89.01K

Dec 31, 25

+1.18K

0.11%

Vantage Financial Partners, LLC

59.56K

Dec 31, 25

+20.65K

0.07%

Motiv8 Investments LLC

1.30K

Dec 31, 25

+1.30K

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

+17

0.00%

Atria Wealth Solutions, Inc.

177.99K

Jun 30, 25

-73.63K

0.22%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

109.19K

Jun 30, 25

+109.19K

0.14%

AVANTAX ADVISORY SERVICES, INC.

7.58K

Jun 30, 25

-3.85K

0.01%

Legacy Investment Solutions, LLC

2.48K

Jun 30, 25

+2.48K

0.00%

Orion Portfolio Solutions, LLC

592.98K

Mar 31, 25

+533.38K

0.74%

Bison Wealth, LLC

41.23K

Dec 31, 24

+17.46K

0.05%

Raymond James Financial Services Advisors, Inc.

491.97K

Sep 30, 24

+290.23K

0.61%

RAYMOND JAMES & ASSOCIATES

138.37K

Sep 30, 24

+12.95K

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.24K

Jun 30, 24

-1.47K

0.01%

Cetera Advisor Networks LLC

447.47K

Mar 31, 24

+59.17K

0.56%

Cetera Advisors LLC

217.07K

Mar 31, 24

+178.21K

0.27%

DFPG INVESTMENTS, LLC

62.27K

Dec 31, 23

-65

0.08%

Key Bridge Compliance, LLC

10.58K

Sep 30, 23

+10.58K

0.01%

Karp Capital Management Corp

358.10K

Sep 30, 22

-268

0.45%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

-770