Innovator U.S. Equity Buffer ETF(BOCT)

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Innovator U.S. Equity Buffer ETF(BOCT)

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$53.05—

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BOCT(BOCT)

BOCT

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

Institutional Ownership

Top 142 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	621.56K	Mar 31, 26	+45.87K	13.15%
Penserra Capital Management LLC	414.89K	Mar 31, 26	+41.47K	8.78%
INTEGRAL INVESTMENT ADVISORS, INC.	290.46K	Mar 31, 26	+4.70K	6.14%
COMMONWEALTH EQUITY SERVICES, LLC	266.25K	Mar 31, 26	-6.92K	5.63%
Cerity Partners LLC	181.66K	Mar 31, 26	-18.94K	3.84%
HighTower Advisors, LLC	161.51K	Mar 31, 26	-4.86K	3.42%
Cetera Investment Advisers	156.61K	Mar 31, 26	+5.73K	3.31%
ENVESTNET ASSET MANAGEMENT INC	120.87K	Mar 31, 26	+1.39K	2.56%
ADVISOR GROUP HOLDINGS, INC.	118.91K	Mar 31, 26	-36.91K	2.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	77.57K	Mar 31, 26	-55.32K	1.64%
LPL Financial LLC	70.73K	Mar 31, 26	-5.80K	1.50%
Kestra Advisory Services, LLC	68.09K	Mar 31, 26	+1.62K	1.44%
CAPTRUST FINANCIAL ADVISORS	66.73K	Mar 31, 26	--	1.41%
Fragasso Group Inc.	65.39K	Mar 31, 26	-3.49K	1.38%
Berkshire Money Management, Inc.	55.59K	Mar 31, 26	--	1.18%
RAYMOND JAMES FINANCIAL INC	50.51K	Mar 31, 26	-2.58K	1.07%
Wealthquest Corp	43.92K	Mar 31, 26	-676	0.93%
Beacon Pointe Advisors, LLC	43.25K	Mar 31, 26	+1.86K	0.91%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	40.51K	Mar 31, 26	+21.33K	0.86%
HFG Wealth Management, LLC	40.35K	Mar 31, 26	-197	0.85%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	39.61K	Mar 31, 26	+1.64K	0.84%
FSA Advisors, Inc.	39.46K	Mar 31, 26	-324	0.83%
DIVERSIFY WEALTH MANAGEMENT, LLC	37.45K	Mar 31, 26	+37.45K	0.79%
Cambridge Investment Research Advisors, Inc.	36.33K	Mar 31, 26	+987	0.77%
TRUIST FINANCIAL CORP	36.32K	Mar 31, 26	-162	0.77%
Brinker Capital Investments, LLC	31.76K	Mar 31, 26	+31.76K	0.67%
Janney Montgomery Scott LLC	31.27K	Mar 31, 26	-2.35K	0.66%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	30.89K	Mar 31, 26	+866	0.65%
OLD MISSION CAPITAL LLC	29.52K	Mar 31, 26	+7.14K	0.62%
Arkadios Wealth Advisors	28.11K	Mar 31, 26	+4.55K	0.59%
Weaver Consulting Group	27.19K	Mar 31, 26	-1.55K	0.58%
NewEdge Advisors, LLC	27.14K	Mar 31, 26	+22.19K	0.57%
Diligent Investors, LLC	25.17K	Mar 31, 26	-1.00K	0.53%
Pensionmark Financial Group, LLC	25.09K	Mar 31, 26	+473	0.53%
My Personal CFO, LLC	23.73K	Mar 31, 26	-2.20K	0.50%
Maltin Wealth Management, Inc.	23.47K	Mar 31, 26	--	0.50%
Lantz Financial LLC	22.95K	Mar 31, 26	-65	0.49%
MML INVESTORS SERVICES, LLC	22.52K	Mar 31, 26	-53.05K	0.48%
DHJJ Financial Advisors, Ltd.	22.13K	Mar 31, 26	-45	0.47%
Atria Investments, Inc	21.97K	Mar 31, 26	+21.97K	0.46%
JANE STREET GROUP, LLC	19.73K	Mar 31, 26	+19.73K	0.42%
CWM, LLC	18.83K	Mar 31, 26	+18.83K	0.40%
Spire Wealth Management	18.24K	Mar 31, 26	-3	0.39%
GWN SECURITIES INC.	17.51K	Mar 31, 26	+56	0.37%
Sigma Planning Corp	17.23K	Mar 31, 26	-64	0.36%
Mutual Advisors, LLC	16.90K	Mar 31, 26	--	0.36%
City Center Advisors, LLC	16.30K	Mar 31, 26	+266	0.34%
CALIBER WEALTH MANAGEMENT, LLC / KS	14.68K	Mar 31, 26	--	0.31%
FORONJY FINANCIAL LLC	14.30K	Mar 31, 26	+2.38K	0.30%
Krilogy Financial LLC	14.09K	Mar 31, 26	--	0.30%
Valtinson Bruner Financial Planning LLC	13.70K	Mar 31, 26	-517	0.29%
Dynamic Advisor Solutions LLC	13.62K	Mar 31, 26	+13.62K	0.29%
Triad Wealth Partners, LLC	12.25K	Mar 31, 26	+12.25K	0.26%
CoreCap Advisors, LLC	11.96K	Mar 31, 26	-204	0.25%
SRS Capital Advisors, Inc.	11.62K	Mar 31, 26	-139	0.25%
KFG WEALTH MANAGEMENT, LLC	10.43K	Mar 31, 26	--	0.22%
THOROUGHBRED FINANCIAL SERVICES, LLC	10.16K	Mar 31, 26	--	0.22%
IFP Advisors, Inc	9.62K	Mar 31, 26	-20	0.20%
WPWealth LLP	9.58K	Mar 31, 26	--	0.20%
BCS Wealth Management	9.54K	Mar 31, 26	-9.81K	0.20%
Chris Bulman Inc	9.39K	Mar 31, 26	-4.26K	0.20%
Snowden Capital Advisors LLC	9.24K	Mar 31, 26	--	0.20%
CORRADO ADVISORS, LLC	9.13K	Mar 31, 26	-83	0.19%
Grantvest Financial Group LLC	9.05K	Mar 31, 26	-1.68K	0.19%
BLAIR WILLIAM & CO/IL	8.86K	Mar 31, 26	--	0.19%
IMG Wealth Management, Inc.	8.85K	Mar 31, 26	-46	0.19%
PRINCIPAL SECURITIES, INC.	8.75K	Mar 31, 26	+100	0.19%
AlphaStar Capital Management, LLC	8.65K	Mar 31, 26	-7.93K	0.18%
Summit Wealth Partners, LLC	8.64K	Mar 31, 26	--	0.18%
Straight Path Wealth Management	8.53K	Mar 31, 26	-36	0.18%
XML Financial, LLC	8.48K	Mar 31, 26	-1.17K	0.18%
Ashton Thomas Private Wealth, LLC	8.28K	Mar 31, 26	+2.96K	0.18%
Bellwether Advisors, LLC	8.15K	Mar 31, 26	--	0.17%
Trek Financial, LLC	7.98K	Mar 31, 26	--	0.17%
CreativeOne Wealth, LLC	7.62K	Mar 31, 26	-50	0.16%
Kingsview Wealth Management, LLC	7.45K	Mar 31, 26	--	0.16%
Advisory Services Network, LLC	6.73K	Mar 31, 26	--	0.14%
Beacon Financial Advisory LLC	6.54K	Mar 31, 26	--	0.14%
Sentinus, LLC	6.00K	Mar 31, 26	--	0.13%
Cresset Asset Management, LLC	5.80K	Mar 31, 26	-9.49K	0.12%
Three Seasons Wealth, LLC	5.57K	Mar 31, 26	--	0.12%
PFG Advisors	5.40K	Mar 31, 26	-115	0.11%
RFG Advisory, LLC	5.06K	Mar 31, 26	+376	0.11%
Creative Planning	4.96K	Mar 31, 26	+4.96K	0.10%
HARBOUR INVESTMENTS, INC.	4.56K	Mar 31, 26	+567	0.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4.52K	Mar 31, 26	--	0.10%
Old Port Advisors	4.50K	Mar 31, 26	--	0.10%
Retirement Planning Group	4.49K	Mar 31, 26	--	0.10%
Visionary Wealth Advisors	4.34K	Mar 31, 26	-100	0.09%
Merit Financial Group, LLC	4.20K	Mar 31, 26	--	0.09%
Farther Finance Advisors, LLC	3.70K	Mar 31, 26	--	0.08%
Steward Partners Investment Advisory, LLC	3.02K	Mar 31, 26	+219	0.06%
EVOLUTION WEALTH MANAGEMENT INC.	3.01K	Mar 31, 26	--	0.06%
MORGAN STANLEY	2.81K	Mar 31, 26	-78	0.06%
Weaver Capital Management LLC	2.71K	Mar 31, 26	--	0.06%
JPMORGAN CHASE & CO	1.85K	Mar 31, 26	-3.90K	0.04%
AE Wealth Management LLC	1.42K	Mar 31, 26	--	0.03%
Financial Network Wealth Advisors LLC	1.29K	Mar 31, 26	+823	0.03%
BARCLAYS PLC	1.12K	Mar 31, 26	+1.12K	0.02%
AdvisorNet Financial, Inc	811	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	750	Mar 31, 26	--	0.02%
NBC SECURITIES, INC.	578	Mar 31, 26	+578	0.01%
PRIVATE TRUST CO NA	515	Mar 31, 26	--	0.01%
CHAPMAN FINANCIAL GROUP, LLC	500	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	400	Mar 31, 26	--	0.01%
Caitlin John, LLC	370	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	100	Mar 31, 26	--	0.00%
Larson Financial Group LLC	71	Mar 31, 26	--	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-5.81K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-37.45K	--
Global Assets Advisory, LLC	--	Mar 31, 26	-41.47K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-5.60K	--
Secure Asset Management, LLC	--	Mar 31, 26	-12.98K	--
GTS SECURITIES LLC	--	Mar 31, 26	-7.57K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Mar 31, 26	-139	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-8.31K	--
First Heartland Consultants, Inc.	--	Mar 31, 26	-4.18K	--
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-132	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-600	--
Motiv8 Investments LLC	39.08K	Dec 31, 25	-16.58K	0.83%
Vantage Financial Partners, LLC	8.93K	Dec 31, 25	+8.93K	0.19%
SageView Advisory Group, LLC	3.74K	Dec 31, 25	-4.32K	0.08%
Bullseye Investment Management, LLC	25.90K	Sep 30, 25	--	0.55%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-6.00K	--
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-5.83K	--
Householder Group Estate & Retirement Specialist, LLC	458	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	19.89K	Sep 30, 24	+2.75K	0.42%
RAYMOND JAMES & ASSOCIATES	11.76K	Sep 30, 24	--	0.25%
Epic Trust Investment Advisors, LLC	5.67K	Jun 30, 24	--	0.12%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.60K	Jun 30, 24	--	0.05%
Cetera Advisors LLC	64.70K	Mar 31, 24	-4.20K	1.37%
Cetera Advisor Networks LLC	13.78K	Mar 31, 24	-3.53K	0.29%
DFPG INVESTMENTS, LLC	70.12K	Dec 31, 23	-885	1.48%
BEDEL FINANCIAL CONSULTING INC	16.91K	Sep 30, 23	+16.91K	0.36%
TRUSTCORE FINANCIAL SERVICES, LLC	597.42K	Dec 31, 22	+526.18K	12.64%
Covington Capital Management	13.86K	Sep 30, 22	+500	0.29%
Strategic Asset Management, LLC	1.44K	Sep 30, 22	--	0.03%
American Portfolios Advisors	1.11K	Sep 30, 22	--	0.02%
ACG Wealth	--	Sep 30, 22	-500	--
OLD MISSION CAPITAL, LLC	31.73K	Dec 31, 20	+31.73K	0.67%
Advisor Group, Inc.	106.61K	Dec 31, 19	-33.95K	2.26%
LADENBURG THALMANN FINANCIAL SERVICES INC.	5.99K	Dec 31, 19	+1.70K	0.13%

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Holder

Date

Change

% Held

Brookstone Capital Management

621.56K

Mar 31, 26

+45.87K

13.15%

Penserra Capital Management LLC

414.89K

Mar 31, 26

+41.47K

8.78%

INTEGRAL INVESTMENT ADVISORS, INC.

290.46K

Mar 31, 26

+4.70K

6.14%

COMMONWEALTH EQUITY SERVICES, LLC

266.25K

Mar 31, 26

-6.92K

5.63%

Cerity Partners LLC

181.66K

Mar 31, 26

-18.94K

3.84%

HighTower Advisors, LLC

161.51K

Mar 31, 26

-4.86K

3.42%

Cetera Investment Advisers

156.61K

Mar 31, 26

+5.73K

3.31%

ENVESTNET ASSET MANAGEMENT INC

120.87K

Mar 31, 26

+1.39K

2.56%

ADVISOR GROUP HOLDINGS, INC.

118.91K

Mar 31, 26

-36.91K

2.52%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

77.57K

Mar 31, 26

-55.32K

1.64%

LPL Financial LLC

70.73K

Mar 31, 26

-5.80K

1.50%

Kestra Advisory Services, LLC

68.09K

Mar 31, 26

+1.62K

1.44%

CAPTRUST FINANCIAL ADVISORS

66.73K

Mar 31, 26

1.41%

Fragasso Group Inc.

65.39K

Mar 31, 26

-3.49K

1.38%

Berkshire Money Management, Inc.

55.59K

Mar 31, 26

1.18%

RAYMOND JAMES FINANCIAL INC

50.51K

Mar 31, 26

-2.58K

1.07%

Wealthquest Corp

43.92K

Mar 31, 26

-676

0.93%

Beacon Pointe Advisors, LLC

43.25K

Mar 31, 26

+1.86K

0.91%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

40.51K

Mar 31, 26

+21.33K

0.86%

HFG Wealth Management, LLC

40.35K

Mar 31, 26

-197

0.85%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

39.61K

Mar 31, 26

+1.64K

0.84%

FSA Advisors, Inc.

39.46K

Mar 31, 26

-324

0.83%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.45K

Mar 31, 26

+37.45K

0.79%

Cambridge Investment Research Advisors, Inc.

36.33K

Mar 31, 26

+987

0.77%

TRUIST FINANCIAL CORP

36.32K

Mar 31, 26

-162

0.77%

Brinker Capital Investments, LLC

31.76K

Mar 31, 26

+31.76K

0.67%

Janney Montgomery Scott LLC

31.27K

Mar 31, 26

-2.35K

0.66%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

30.89K

Mar 31, 26

+866

0.65%

OLD MISSION CAPITAL LLC

29.52K

Mar 31, 26

+7.14K

0.62%

Arkadios Wealth Advisors

28.11K

Mar 31, 26

+4.55K

0.59%

Weaver Consulting Group

27.19K

Mar 31, 26

-1.55K

0.58%

NewEdge Advisors, LLC

27.14K

Mar 31, 26

+22.19K

0.57%

Diligent Investors, LLC

25.17K

Mar 31, 26

-1.00K

0.53%

Pensionmark Financial Group, LLC

25.09K

Mar 31, 26

+473

0.53%

My Personal CFO, LLC

23.73K

Mar 31, 26

-2.20K

0.50%

Maltin Wealth Management, Inc.

23.47K

Mar 31, 26

0.50%

Lantz Financial LLC

22.95K

Mar 31, 26

-65

0.49%

MML INVESTORS SERVICES, LLC

22.52K

Mar 31, 26

-53.05K

0.48%

DHJJ Financial Advisors, Ltd.

22.13K

Mar 31, 26

-45

0.47%

Atria Investments, Inc

21.97K

Mar 31, 26

+21.97K

0.46%

JANE STREET GROUP, LLC

19.73K

Mar 31, 26

+19.73K

0.42%

CWM, LLC

18.83K

Mar 31, 26

+18.83K

0.40%

Spire Wealth Management

18.24K

Mar 31, 26

-3

0.39%

GWN SECURITIES INC.

17.51K

Mar 31, 26

+56

0.37%

Sigma Planning Corp

17.23K

Mar 31, 26

-64

0.36%

Mutual Advisors, LLC

16.90K

Mar 31, 26

0.36%

City Center Advisors, LLC

16.30K

Mar 31, 26

+266

0.34%

CALIBER WEALTH MANAGEMENT, LLC / KS

14.68K

Mar 31, 26

0.31%

FORONJY FINANCIAL LLC

14.30K

Mar 31, 26

+2.38K

0.30%

Krilogy Financial LLC

14.09K

Mar 31, 26

0.30%

Valtinson Bruner Financial Planning LLC

13.70K

Mar 31, 26

-517

0.29%

Dynamic Advisor Solutions LLC

13.62K

Mar 31, 26

+13.62K

0.29%

Triad Wealth Partners, LLC

12.25K

Mar 31, 26

+12.25K

0.26%

CoreCap Advisors, LLC

11.96K

Mar 31, 26

-204

0.25%

SRS Capital Advisors, Inc.

11.62K

Mar 31, 26

-139

0.25%

KFG WEALTH MANAGEMENT, LLC

10.43K

Mar 31, 26

0.22%

THOROUGHBRED FINANCIAL SERVICES, LLC

10.16K

Mar 31, 26

0.22%

IFP Advisors, Inc

9.62K

Mar 31, 26

-20

0.20%

WPWealth LLP

9.58K

Mar 31, 26

0.20%

BCS Wealth Management

9.54K

Mar 31, 26

-9.81K

0.20%

Chris Bulman Inc

9.39K

Mar 31, 26

-4.26K

0.20%

Snowden Capital Advisors LLC

9.24K

Mar 31, 26

0.20%

CORRADO ADVISORS, LLC

9.13K

Mar 31, 26

-83

0.19%

Grantvest Financial Group LLC

9.05K

Mar 31, 26

-1.68K

0.19%

BLAIR WILLIAM & CO/IL

8.86K

Mar 31, 26

0.19%

IMG Wealth Management, Inc.

8.85K

Mar 31, 26

-46

0.19%

PRINCIPAL SECURITIES, INC.

8.75K

Mar 31, 26

+100

0.19%

AlphaStar Capital Management, LLC

8.65K

Mar 31, 26

-7.93K

0.18%

Summit Wealth Partners, LLC

8.64K

Mar 31, 26

0.18%

Straight Path Wealth Management

8.53K

Mar 31, 26

-36

0.18%

XML Financial, LLC

8.48K

Mar 31, 26

-1.17K

0.18%

Ashton Thomas Private Wealth, LLC

8.28K

Mar 31, 26

+2.96K

0.18%

Bellwether Advisors, LLC

8.15K

Mar 31, 26

0.17%

Trek Financial, LLC

7.98K

Mar 31, 26

0.17%

CreativeOne Wealth, LLC

7.62K

Mar 31, 26

-50

0.16%

Kingsview Wealth Management, LLC

7.45K

Mar 31, 26

0.16%

Advisory Services Network, LLC

6.73K

Mar 31, 26

0.14%

Beacon Financial Advisory LLC

6.54K

Mar 31, 26

0.14%

Sentinus, LLC

6.00K

Mar 31, 26

0.13%

Cresset Asset Management, LLC

5.80K

Mar 31, 26

-9.49K

0.12%

Three Seasons Wealth, LLC

5.57K

Mar 31, 26

0.12%

PFG Advisors

5.40K

Mar 31, 26

-115

0.11%

RFG Advisory, LLC

5.06K

Mar 31, 26

+376

0.11%

Creative Planning

4.96K

Mar 31, 26

+4.96K

0.10%

HARBOUR INVESTMENTS, INC.

4.56K

Mar 31, 26

+567

0.10%

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

4.52K

Mar 31, 26

0.10%

Old Port Advisors

4.50K

Mar 31, 26

0.10%

Retirement Planning Group

4.49K

Mar 31, 26

0.10%

Visionary Wealth Advisors

4.34K

Mar 31, 26

-100

0.09%

Merit Financial Group, LLC

4.20K

Mar 31, 26

0.09%

Farther Finance Advisors, LLC

3.70K

Mar 31, 26

0.08%

Steward Partners Investment Advisory, LLC

3.02K

Mar 31, 26

+219

0.06%

EVOLUTION WEALTH MANAGEMENT INC.

3.01K

Mar 31, 26

0.06%

MORGAN STANLEY

2.81K

Mar 31, 26

-78

0.06%

Weaver Capital Management LLC

2.71K

Mar 31, 26

0.06%

JPMORGAN CHASE & CO

1.85K

Mar 31, 26

-3.90K

0.04%

AE Wealth Management LLC

1.42K

Mar 31, 26

0.03%

Financial Network Wealth Advisors LLC

1.29K

Mar 31, 26

+823

0.03%

BARCLAYS PLC

1.12K

Mar 31, 26

+1.12K

0.02%

AdvisorNet Financial, Inc

811

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

750

Mar 31, 26

0.02%

NBC SECURITIES, INC.

578

Mar 31, 26

+578

0.01%

PRIVATE TRUST CO NA

515

Mar 31, 26

0.01%

CHAPMAN FINANCIAL GROUP, LLC

500

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

400

Mar 31, 26

0.01%

Caitlin John, LLC

370

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

100

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-5.81K

Diversify Advisory Services, LLC

Mar 31, 26

-37.45K

Global Assets Advisory, LLC

Mar 31, 26

-41.47K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-5.60K

Secure Asset Management, LLC

Mar 31, 26

-12.98K

GTS SECURITIES LLC

Mar 31, 26

-7.57K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-139

J.W. COLE ADVISORS, INC.

Mar 31, 26

-8.31K

First Heartland Consultants, Inc.

Mar 31, 26

-4.18K

Capital Investment Advisory Services, LLC

Mar 31, 26

-132

Cape Investment Advisory, Inc.

Mar 31, 26

-600

Motiv8 Investments LLC

39.08K

Dec 31, 25

-16.58K

0.83%

Vantage Financial Partners, LLC

8.93K

Dec 31, 25

+8.93K

0.19%

SageView Advisory Group, LLC

3.74K

Dec 31, 25

-4.32K

0.08%

Bullseye Investment Management, LLC

25.90K

Sep 30, 25

0.55%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-6.00K

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-5.83K

Householder Group Estate & Retirement Specialist, LLC

458

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

19.89K

Sep 30, 24

+2.75K

0.42%

RAYMOND JAMES & ASSOCIATES

11.76K

Sep 30, 24

0.25%

Epic Trust Investment Advisors, LLC

5.67K

Jun 30, 24

0.12%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.60K

Jun 30, 24

0.05%

Cetera Advisors LLC

64.70K

Mar 31, 24

-4.20K

1.37%

Cetera Advisor Networks LLC

13.78K

Mar 31, 24

-3.53K

0.29%

DFPG INVESTMENTS, LLC

70.12K

Dec 31, 23

-885

1.48%

BEDEL FINANCIAL CONSULTING INC

16.91K

Sep 30, 23

+16.91K

0.36%

TRUSTCORE FINANCIAL SERVICES, LLC

597.42K

Dec 31, 22

+526.18K

12.64%

Covington Capital Management

13.86K

Sep 30, 22

+500

0.29%

Strategic Asset Management, LLC

1.44K

Sep 30, 22

0.03%

American Portfolios Advisors

1.11K

Sep 30, 22

0.02%

ACG Wealth

Sep 30, 22

-500

OLD MISSION CAPITAL, LLC

31.73K

Dec 31, 20

+31.73K

0.67%

Advisor Group, Inc.

106.61K

Dec 31, 19

-33.95K

2.26%

LADENBURG THALMANN FINANCIAL SERVICES INC.

5.99K

Dec 31, 19

+1.70K

0.13%