Innovator U.S. Equity Buffer ETF(BDEC)

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Innovator U.S. Equity Buffer ETF(BDEC)

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$54.42—

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BDEC(BDEC)

BDEC

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
Penserra Capital Management LLC	497.43K	Jun 30, 26	+77.97K	12.12%
ADVISOR GROUP HOLDINGS, INC.	228.85K	Jun 30, 26	+39.30K	5.57%
COMMONWEALTH EQUITY SERVICES, LLC	189.74K	Jun 30, 26	-7.08K	4.62%
Cerity Partners LLC	186.01K	Jun 30, 26	+4.59K	4.53%
RAYMOND JAMES FINANCIAL INC	102.78K	Jun 30, 26	-637	2.50%
Cresset Asset Management, LLC	95.80K	Jun 30, 26	--	2.33%
Lido Advisors, LLC	93.16K	Jun 30, 26	-29.98K	2.27%
Brookstone Capital Management	86.85K	Jun 30, 26	-616.52K	2.12%
HighTower Advisors, LLC	79.87K	Jun 30, 26	-3.90K	1.95%
ENVESTNET ASSET MANAGEMENT INC	72.15K	Jun 30, 26	-1.50K	1.76%
My Personal CFO, LLC	63.84K	Jun 30, 26	-2.34K	1.55%
Cetera Investment Advisers	58.41K	Jun 30, 26	+1.02K	1.42%
BLAIR WILLIAM & CO/IL	55.74K	Jun 30, 26	-189	1.36%
TopTier Wealth Management, LLC	48.31K	Jun 30, 26	-691	1.18%
MML INVESTORS SERVICES, LLC	47.69K	Jun 30, 26	+9.62K	1.16%
Chris Bulman Inc	44.64K	Jun 30, 26	-6.78K	1.09%
NovaPoint Capital, LLC	43.13K	Jun 30, 26	-5.40K	1.05%
Strategic Blueprint, LLC	41.28K	Jun 30, 26	-518	1.01%
LPL Financial LLC	38.71K	Jun 30, 26	-890	0.94%
Kestra Advisory Services, LLC	36.03K	Jun 30, 26	-7.16K	0.88%
Snowden Capital Advisors LLC	34.12K	Jun 30, 26	-61	0.83%
Trek Financial, LLC	33.01K	Jun 30, 26	--	0.80%
INTEGRAL INVESTMENT ADVISORS, INC.	32.38K	Jun 30, 26	--	0.79%
Krilogy Financial LLC	31.50K	Jun 30, 26	--	0.77%
Cambridge Investment Research Advisors, Inc.	30.26K	Jun 30, 26	-3.68K	0.74%
WealthPlan Investment Management, LLC	28.50K	Jun 30, 26	-1.01K	0.69%
Global Assets Advisory, LLC	25.86K	Jun 30, 26	+25.86K	0.63%
BCS Wealth Management	25.58K	Jun 30, 26	-1.09K	0.62%
FSA Advisors, Inc.	25.56K	Jun 30, 26	-339	0.62%
OLD MISSION CAPITAL LLC	24.23K	Jun 30, 26	+7.87K	0.59%
THOROUGHBRED FINANCIAL SERVICES, LLC	23.13K	Jun 30, 26	--	0.56%
Beacon Pointe Advisors, LLC	22.69K	Jun 30, 26	-5.17K	0.55%
SAGESPRING WEALTH PARTNERS, LLC	22.33K	Jun 30, 26	--	0.54%
Lantz Financial LLC	22.04K	Jun 30, 26	-681	0.54%
Bellwether Advisors, LLC	17.87K	Jun 30, 26	--	0.44%
Janney Montgomery Scott LLC	14.22K	Jun 30, 26	-878	0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.94K	Jun 30, 26	+13.94K	0.34%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	13.93K	Jun 30, 26	-800	0.34%
WealthPLAN Partners, LLC	13.48K	Jun 30, 26	-2.54K	0.33%
Three Seasons Wealth, LLC	13.28K	Jun 30, 26	--	0.32%
SRS Capital Advisors, Inc.	13.18K	Jun 30, 26	+1.25K	0.32%
Outlook Wealth Advisors, LLC	13.11K	Jun 30, 26	-352	0.32%
DHJJ Financial Advisors, Ltd.	12.99K	Jun 30, 26	--	0.32%
MILESTONE ASSET MANAGEMENT, LLC	12.75K	Jun 30, 26	-125	0.31%
Mutual Advisors, LLC	12.54K	Jun 30, 26	--	0.31%
PCA Investment Advisory Services Inc.	12.41K	Jun 30, 26	-2.21K	0.30%
IMG Wealth Management, Inc.	12.23K	Jun 30, 26	-471	0.30%
AE Wealth Management LLC	11.86K	Jun 30, 26	-1	0.29%
Dynamic Advisor Solutions LLC	11.09K	Jun 30, 26	-1.04K	0.27%
Archer Investment Corp	10.57K	Jun 30, 26	--	0.26%
Stratos Wealth Advisors, LLC	10.50K	Jun 30, 26	--	0.26%
Spire Wealth Management	10.30K	Jun 30, 26	-240	0.25%
GWN SECURITIES INC.	10.17K	Jun 30, 26	--	0.25%
Beacon Financial Advisory LLC	10.06K	Jun 30, 26	-1.37K	0.25%
Sigma Planning Corp	9.87K	Jun 30, 26	-754	0.24%
Weaver Consulting Group	9.54K	Jun 30, 26	--	0.23%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.53K	Jun 30, 26	-232	0.23%
CoreCap Advisors, LLC	9.46K	Jun 30, 26	-20	0.23%
CreativeOne Wealth, LLC	9.14K	Jun 30, 26	+182	0.22%
Pinnacle Wealth Management Group, Inc.	9.00K	Jun 30, 26	--	0.22%
JPMORGAN CHASE & CO	8.92K	Jun 30, 26	+4.07K	0.22%
RESOLUTE WEALTH ADVISOR, INC.	8.55K	Jun 30, 26	--	0.21%
HOLLENCREST CAPITAL MANAGEMENT	8.51K	Jun 30, 26	--	0.21%
CITADEL ADVISORS LLC	8.43K	Jun 30, 26	+8.43K	0.21%
CRA Financial Services, LLC	8.14K	Jun 30, 26	--	0.20%
Valtinson Bruner Financial Planning LLC	7.83K	Jun 30, 26	-1.71K	0.19%
Souders Financial Advisors	7.53K	Jun 30, 26	--	0.18%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	7.15K	Jun 30, 26	-35	0.17%
AlphaStar Capital Management, LLC	7.15K	Jun 30, 26	-818	0.17%
BENJAMIN EDWARDS INC	7.08K	Jun 30, 26	--	0.17%
WEALTHGARDEN F.S. LLC	6.67K	Jun 30, 26	--	0.16%
RFG Advisory, LLC	6.57K	Jun 30, 26	--	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.55K	Jun 30, 26	--	0.16%
COFG Advisors, LLC	6.42K	Jun 30, 26	--	0.16%
PRINCIPAL SECURITIES, INC.	6.32K	Jun 30, 26	--	0.15%
IFP Advisors, Inc	6.28K	Jun 30, 26	-100	0.15%
Fragasso Group Inc.	6.13K	Jun 30, 26	-487	0.15%
Wheelhouse Advisory Group LLC	6.02K	Jun 30, 26	--	0.15%
Grantvest Financial Group LLC	6.01K	Jun 30, 26	--	0.15%
Creative Planning	5.58K	Jun 30, 26	+25	0.14%
SageView Advisory Group, LLC	5.55K	Jun 30, 26	--	0.14%
Dana Investment Advisors, Inc.	5.55K	Jun 30, 26	+5.55K	0.14%
Focus Financial Network, Inc.	5.24K	Jun 30, 26	-4.07K	0.13%
Waterloo Capital, L.P.	5.20K	Jun 30, 26	--	0.13%
Optimist Retirement Group LLC	5.17K	Jun 30, 26	--	0.13%
Private Advisor Group, LLC	5.10K	Jun 30, 26	--	0.12%
Family Wealth Group, LLC	4.87K	Jun 30, 26	-6.83K	0.12%
Orion Capital Management LLC	4.70K	Jun 30, 26	--	0.11%
Commerce Advisors, LLC	4.65K	Jun 30, 26	--	0.11%
Wood Tarver Financial Group, LLC	4.57K	Jun 30, 26	+4.57K	0.11%
Kathmere Capital Management, LLC	4.54K	Jun 30, 26	--	0.11%
Colony Group, LLC	4.41K	Jun 30, 26	--	0.11%
Foundations Investment Advisors, LLC	4.25K	Jun 30, 26	-365	0.10%
COLTON GROOME FINANCIAL ADVISORS, LLC	4.15K	Jun 30, 26	+4.15K	0.10%
Seros Financial, LLC	4.07K	Jun 30, 26	-510	0.10%
Share Andrew L.	4.00K	Jun 30, 26	+4.00K	0.10%
Merit Financial Group, LLC	3.91K	Jun 30, 26	+3.91K	0.10%
Main Street Financial Solutions, LLC	3.87K	Jun 30, 26	+3.87K	0.09%
Blue Water Asset Management	3.79K	Jun 30, 26	+3.79K	0.09%
WealthShield Partners, LLC	3.62K	Jun 30, 26	--	0.09%
IFG Advisory, LLC	3.58K	Jun 30, 26	+3.58K	0.09%
HARBOUR INVESTMENTS, INC.	2.87K	Jun 30, 26	-132	0.07%
Pinnacle Wealth Planning Services, Inc.	2.57K	Jun 30, 26	-160	0.06%
Steward Partners Investment Advisory, LLC	2.49K	Jun 30, 26	--	0.06%
Farther Finance Advisors, LLC	2.42K	Jun 30, 26	--	0.06%
Capital Analysts, LLC	2.40K	Jun 30, 26	--	0.06%
Parallel Advisors, LLC	2.18K	Jun 30, 26	--	0.05%
FIFTH THIRD BANCORP	1.71K	Jun 30, 26	--	0.04%
Financial Network Wealth Advisors LLC	1.44K	Jun 30, 26	--	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.02K	Jun 30, 26	--	0.02%
ROYAL BANK OF CANADA	797	Jun 30, 26	--	0.02%
Continuum Advisory, LLC	325	Jun 30, 26	+325	0.01%
AdvisorNet Financial, Inc	300	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	288	Jun 30, 26	-288	0.01%
Integrity Financial Corp /WA	250	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	150	Jun 30, 26	--	0.00%
Larson Financial Group LLC	97	Jun 30, 26	-43	0.00%
COUNTRY TRUST BANK	73	Jun 30, 26	+73	0.00%
Keating Financial Advisory Services, Inc.	56	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	27	Jun 30, 26	+27	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-3.14K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-22.91K	--
UBS Group AG	--	Jun 30, 26	-449	--
GTS FINANCIAL, LLC	--	Jun 30, 26	-69.11K	--
Wealthquest Corp	--	Jun 30, 26	-6.84K	--
Sunbelt Securities, Inc.	3.51K	Mar 31, 26	+3.13K	0.09%
Vantage Financial Partners, LLC	20.43K	Dec 31, 25	+3.34K	0.50%
Bullseye Investment Management, LLC	57.90K	Sep 30, 25	--	1.41%
Stuart Chaussee & Associates, Inc.	3.01K	Sep 30, 25	--	0.07%
Lion Street Advisors, LLC	--	Sep 30, 25	-4.50K	--
Atria Wealth Solutions, Inc.	4.77K	Jun 30, 25	+4.77K	0.12%
Sugarloaf Wealth Management, LLC	673	Dec 31, 24	--	0.02%
Raymond James Financial Services Advisors, Inc.	10.77K	Sep 30, 24	-748	0.26%
BENJAMIN F. EDWARDS & COMPANY, INC.	6.92K	Jun 30, 24	-100	0.17%
Cetera Advisors LLC	80.03K	Mar 31, 24	-5.22K	1.95%
Cetera Advisor Networks LLC	34.35K	Mar 31, 24	-1.72K	0.84%
FOCUS FINANCIAL NETWORK INC /ADV	8.87K	Dec 31, 23	+8.87K	0.22%
Financial Architects, Inc	17.19K	Jun 30, 23	--	0.42%
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-4.30K	--
American Portfolios Advisors	1.07K	Sep 30, 22	+1.07K	0.03%
EXANE DERIVATIVES	1.96K	Jun 30, 22	--	0.05%
Carroll Financial Associates, Inc.	1.88K	Dec 31, 21	+1.88K	0.05%
NEXT Financial Group, Inc	--	Dec 31, 21	-750	--
CEDAR CAPITAL, LLC	8.41K	Sep 30, 21	--	0.20%
Hoover Financial Advisors, Inc.	4.81K	Jun 30, 21	--	0.12%
OLD MISSION CAPITAL, LLC	33.73K	Dec 31, 20	+33.73K	0.82%
Advisor Group, Inc.	13.98K	Dec 31, 19	+13.98K	0.34%
LADENBURG THALMANN FINANCIAL SERVICES INC.	9.70K	Dec 31, 19	+9.70K	0.24%

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Holder

Date

Change

% Held

Penserra Capital Management LLC

497.43K

Jun 30, 26

+77.97K

12.12%

ADVISOR GROUP HOLDINGS, INC.

228.85K

Jun 30, 26

+39.30K

5.57%

COMMONWEALTH EQUITY SERVICES, LLC

189.74K

Jun 30, 26

-7.08K

4.62%

Cerity Partners LLC

186.01K

Jun 30, 26

+4.59K

4.53%

RAYMOND JAMES FINANCIAL INC

102.78K

Jun 30, 26

-637

2.50%

Cresset Asset Management, LLC

95.80K

Jun 30, 26

2.33%

Lido Advisors, LLC

93.16K

Jun 30, 26

-29.98K

2.27%

Brookstone Capital Management

86.85K

Jun 30, 26

-616.52K

2.12%

HighTower Advisors, LLC

79.87K

Jun 30, 26

-3.90K

1.95%

ENVESTNET ASSET MANAGEMENT INC

72.15K

Jun 30, 26

-1.50K

1.76%

My Personal CFO, LLC

63.84K

Jun 30, 26

-2.34K

1.55%

Cetera Investment Advisers

58.41K

Jun 30, 26

+1.02K

1.42%

BLAIR WILLIAM & CO/IL

55.74K

Jun 30, 26

-189

1.36%

TopTier Wealth Management, LLC

48.31K

Jun 30, 26

-691

1.18%

MML INVESTORS SERVICES, LLC

47.69K

Jun 30, 26

+9.62K

1.16%

Chris Bulman Inc

44.64K

Jun 30, 26

-6.78K

1.09%

NovaPoint Capital, LLC

43.13K

Jun 30, 26

-5.40K

1.05%

Strategic Blueprint, LLC

41.28K

Jun 30, 26

-518

1.01%

LPL Financial LLC

38.71K

Jun 30, 26

-890

0.94%

Kestra Advisory Services, LLC

36.03K

Jun 30, 26

-7.16K

0.88%

Snowden Capital Advisors LLC

34.12K

Jun 30, 26

-61

0.83%

Trek Financial, LLC

33.01K

Jun 30, 26

0.80%

INTEGRAL INVESTMENT ADVISORS, INC.

32.38K

Jun 30, 26

0.79%

Krilogy Financial LLC

31.50K

Jun 30, 26

0.77%

Cambridge Investment Research Advisors, Inc.

30.26K

Jun 30, 26

-3.68K

0.74%

WealthPlan Investment Management, LLC

28.50K

Jun 30, 26

-1.01K

0.69%

Global Assets Advisory, LLC

25.86K

Jun 30, 26

+25.86K

0.63%

BCS Wealth Management

25.58K

Jun 30, 26

-1.09K

0.62%

FSA Advisors, Inc.

25.56K

Jun 30, 26

-339

0.62%

OLD MISSION CAPITAL LLC

24.23K

Jun 30, 26

+7.87K

0.59%

THOROUGHBRED FINANCIAL SERVICES, LLC

23.13K

Jun 30, 26

0.56%

Beacon Pointe Advisors, LLC

22.69K

Jun 30, 26

-5.17K

0.55%

SAGESPRING WEALTH PARTNERS, LLC

22.33K

Jun 30, 26

0.54%

Lantz Financial LLC

22.04K

Jun 30, 26

-681

0.54%

Bellwether Advisors, LLC

17.87K

Jun 30, 26

0.44%

Janney Montgomery Scott LLC

14.22K

Jun 30, 26

-878

0.35%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.94K

Jun 30, 26

+13.94K

0.34%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

13.93K

Jun 30, 26

-800

0.34%

WealthPLAN Partners, LLC

13.48K

Jun 30, 26

-2.54K

0.33%

Three Seasons Wealth, LLC

13.28K

Jun 30, 26

0.32%

SRS Capital Advisors, Inc.

13.18K

Jun 30, 26

+1.25K

0.32%

Outlook Wealth Advisors, LLC

13.11K

Jun 30, 26

-352

0.32%

DHJJ Financial Advisors, Ltd.

12.99K

Jun 30, 26

0.32%

MILESTONE ASSET MANAGEMENT, LLC

12.75K

Jun 30, 26

-125

0.31%

Mutual Advisors, LLC

12.54K

Jun 30, 26

0.31%

PCA Investment Advisory Services Inc.

12.41K

Jun 30, 26

-2.21K

0.30%

IMG Wealth Management, Inc.

12.23K

Jun 30, 26

-471

0.30%

AE Wealth Management LLC

11.86K

Jun 30, 26

-1

0.29%

Dynamic Advisor Solutions LLC

11.09K

Jun 30, 26

-1.04K

0.27%

Archer Investment Corp

10.57K

Jun 30, 26

0.26%

Stratos Wealth Advisors, LLC

10.50K

Jun 30, 26

0.26%

Spire Wealth Management

10.30K

Jun 30, 26

-240

0.25%

GWN SECURITIES INC.

10.17K

Jun 30, 26

0.25%

Beacon Financial Advisory LLC

10.06K

Jun 30, 26

-1.37K

0.25%

Sigma Planning Corp

9.87K

Jun 30, 26

-754

0.24%

Weaver Consulting Group

9.54K

Jun 30, 26

0.23%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.53K

Jun 30, 26

-232

0.23%

CoreCap Advisors, LLC

9.46K

Jun 30, 26

-20

0.23%

CreativeOne Wealth, LLC

9.14K

Jun 30, 26

+182

0.22%

Pinnacle Wealth Management Group, Inc.

9.00K

Jun 30, 26

0.22%

JPMORGAN CHASE & CO

8.92K

Jun 30, 26

+4.07K

0.22%

RESOLUTE WEALTH ADVISOR, INC.

8.55K

Jun 30, 26

0.21%

HOLLENCREST CAPITAL MANAGEMENT

8.51K

Jun 30, 26

0.21%

CITADEL ADVISORS LLC

8.43K

Jun 30, 26

+8.43K

0.21%

CRA Financial Services, LLC

8.14K

Jun 30, 26

0.20%

Valtinson Bruner Financial Planning LLC

7.83K

Jun 30, 26

-1.71K

0.19%

Souders Financial Advisors

7.53K

Jun 30, 26

0.18%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

7.15K

Jun 30, 26

-35

0.17%

AlphaStar Capital Management, LLC

7.15K

Jun 30, 26

-818

0.17%

BENJAMIN EDWARDS INC

7.08K

Jun 30, 26

0.17%

WEALTHGARDEN F.S. LLC

6.67K

Jun 30, 26

0.16%

RFG Advisory, LLC

6.57K

Jun 30, 26

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

6.55K

Jun 30, 26

0.16%

COFG Advisors, LLC

6.42K

Jun 30, 26

0.16%

PRINCIPAL SECURITIES, INC.

6.32K

Jun 30, 26

0.15%

IFP Advisors, Inc

6.28K

Jun 30, 26

-100

0.15%

Fragasso Group Inc.

6.13K

Jun 30, 26

-487

0.15%

Wheelhouse Advisory Group LLC

6.02K

Jun 30, 26

0.15%

Grantvest Financial Group LLC

6.01K

Jun 30, 26

0.15%

Creative Planning

5.58K

Jun 30, 26

+25

0.14%

SageView Advisory Group, LLC

5.55K

Jun 30, 26

0.14%

Dana Investment Advisors, Inc.

5.55K

Jun 30, 26

+5.55K

0.14%

Focus Financial Network, Inc.

5.24K

Jun 30, 26

-4.07K

0.13%

Waterloo Capital, L.P.

5.20K

Jun 30, 26

0.13%

Optimist Retirement Group LLC

5.17K

Jun 30, 26

0.13%

Private Advisor Group, LLC

5.10K

Jun 30, 26

0.12%

Family Wealth Group, LLC

4.87K

Jun 30, 26

-6.83K

0.12%

Orion Capital Management LLC

4.70K

Jun 30, 26

0.11%

Commerce Advisors, LLC

4.65K

Jun 30, 26

0.11%

Wood Tarver Financial Group, LLC

4.57K

Jun 30, 26

+4.57K

0.11%

Kathmere Capital Management, LLC

4.54K

Jun 30, 26

0.11%

Colony Group, LLC

4.41K

Jun 30, 26

0.11%

Foundations Investment Advisors, LLC

4.25K

Jun 30, 26

-365

0.10%

COLTON GROOME FINANCIAL ADVISORS, LLC

4.15K

Jun 30, 26

+4.15K

0.10%

Seros Financial, LLC

4.07K

Jun 30, 26

-510

0.10%

Share Andrew L.

4.00K

Jun 30, 26

+4.00K

0.10%

Merit Financial Group, LLC

3.91K

Jun 30, 26

+3.91K

0.10%

Main Street Financial Solutions, LLC

3.87K

Jun 30, 26

+3.87K

0.09%

Blue Water Asset Management

3.79K

Jun 30, 26

+3.79K

0.09%

WealthShield Partners, LLC

3.62K

Jun 30, 26

0.09%

IFG Advisory, LLC

3.58K

Jun 30, 26

+3.58K

0.09%

HARBOUR INVESTMENTS, INC.

2.87K

Jun 30, 26

-132

0.07%

Pinnacle Wealth Planning Services, Inc.

2.57K

Jun 30, 26

-160

0.06%

Steward Partners Investment Advisory, LLC

2.49K

Jun 30, 26

0.06%

Farther Finance Advisors, LLC

2.42K

Jun 30, 26

0.06%

Capital Analysts, LLC

2.40K

Jun 30, 26

0.06%

Parallel Advisors, LLC

2.18K

Jun 30, 26

0.05%

FIFTH THIRD BANCORP

1.71K

Jun 30, 26

0.04%

Financial Network Wealth Advisors LLC

1.44K

Jun 30, 26

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.02K

Jun 30, 26

0.02%

ROYAL BANK OF CANADA

797

Jun 30, 26

0.02%

Continuum Advisory, LLC

325

Jun 30, 26

+325

0.01%

AdvisorNet Financial, Inc

300

Jun 30, 26

0.01%

NBC SECURITIES, INC.

288

Jun 30, 26

-288

0.01%

Integrity Financial Corp /WA

250

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

150

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

-43

0.00%

COUNTRY TRUST BANK

Jun 30, 26

+73

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+27

0.00%

Advisory Services Network, LLC

Jun 30, 26

-3.14K

Arkadios Wealth Advisors

Jun 30, 26

-22.91K

UBS Group AG

Jun 30, 26

-449

GTS FINANCIAL, LLC

Jun 30, 26

-69.11K

Wealthquest Corp

Jun 30, 26

-6.84K

Sunbelt Securities, Inc.

3.51K

Mar 31, 26

+3.13K

0.09%

Vantage Financial Partners, LLC

20.43K

Dec 31, 25

+3.34K

0.50%

Bullseye Investment Management, LLC

57.90K

Sep 30, 25

1.41%

Stuart Chaussee & Associates, Inc.

3.01K

Sep 30, 25

0.07%

Lion Street Advisors, LLC

Sep 30, 25

-4.50K

Atria Wealth Solutions, Inc.

4.77K

Jun 30, 25

+4.77K

0.12%

Sugarloaf Wealth Management, LLC

673

Dec 31, 24

0.02%

Raymond James Financial Services Advisors, Inc.

10.77K

Sep 30, 24

-748

0.26%

BENJAMIN F. EDWARDS & COMPANY, INC.

6.92K

Jun 30, 24

-100

0.17%

Cetera Advisors LLC

80.03K

Mar 31, 24

-5.22K

1.95%

Cetera Advisor Networks LLC

34.35K

Mar 31, 24

-1.72K

0.84%

FOCUS FINANCIAL NETWORK INC /ADV

8.87K

Dec 31, 23

+8.87K

0.22%

Financial Architects, Inc

17.19K

Jun 30, 23

0.42%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-4.30K

American Portfolios Advisors

1.07K

Sep 30, 22

+1.07K

0.03%

EXANE DERIVATIVES

1.96K

Jun 30, 22

0.05%

Carroll Financial Associates, Inc.

1.88K

Dec 31, 21

+1.88K

0.05%

NEXT Financial Group, Inc

Dec 31, 21

-750

CEDAR CAPITAL, LLC

8.41K

Sep 30, 21

0.20%

Hoover Financial Advisors, Inc.

4.81K

Jun 30, 21

0.12%

OLD MISSION CAPITAL, LLC

33.73K

Dec 31, 20

+33.73K

0.82%

Advisor Group, Inc.

13.98K

Dec 31, 19

+13.98K

0.34%

LADENBURG THALMANN FINANCIAL SERVICES INC.

9.70K

Dec 31, 19

+9.70K

0.24%