Innovator U.S. Small Cap Power Buffer ETF - January(KJAN)

$45.67—Stale · unknown old

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Innovator U.S. Small Cap Power Buffer ETF - January(KJAN)

USBATS • Last print unknown ago

$45.67—Stale · unknown old

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KJAN(KJAN)

KJAN

Institutional Ownership

Top 168 Institutional Holders

Holder	Shares	Date	Change	% Held
Compass Advisory Group LLC	618.79K	Jun 30, 26	+3.71K	8.49%
PFS Partners, LLC	493.81K	Jun 30, 26	-12.60K	6.78%
Long Island Wealth Management, Inc.	476.34K	Jun 30, 26	+3.34K	6.54%
ADVISOR GROUP HOLDINGS, INC.	263.67K	Jun 30, 26	+29.41K	3.62%
MBL Wealth, LLC	224.53K	Jun 30, 26	+3.07K	3.08%
COMMONWEALTH EQUITY SERVICES, LLC	222.54K	Jun 30, 26	+5.69K	3.05%
BLAIR WILLIAM & CO/IL	156.95K	Jun 30, 26	-20.59K	2.15%
Berkshire Money Management, Inc.	148.78K	Jun 30, 26	-600	2.04%
Cetera Investment Advisers	144.47K	Jun 30, 26	-22.78K	1.98%
Kestra Advisory Services, LLC	124.70K	Jun 30, 26	-35.42K	1.71%
LPL Financial LLC	121.79K	Jun 30, 26	+16.05K	1.67%
BFI Wealth Solutions, LLC	113.72K	Jun 30, 26	+498	1.56%
PRINCIPAL SECURITIES, INC.	105.88K	Jun 30, 26	-12.57K	1.45%
AdvisorNet Financial, Inc	88.37K	Jun 30, 26	-1.30K	1.21%
RAYMOND JAMES FINANCIAL INC	75.94K	Jun 30, 26	-1.14K	1.04%
Pallas Capital Advisors LLC	66.38K	Jun 30, 26	+3.09K	0.91%
INVESTMENT MANAGEMENT CORP /VA/ /ADV	52.63K	Jun 30, 26	+893	0.72%
TRUIST FINANCIAL CORP	51.63K	Jun 30, 26	-415	0.71%
Ambassador Advisors, LLC	47.91K	Jun 30, 26	-23	0.66%
Cambridge Investment Research Advisors, Inc.	45.60K	Jun 30, 26	-2.94K	0.63%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43.51K	Jun 30, 26	-23.59K	0.60%
Wood Tarver Financial Group, LLC	42.49K	Jun 30, 26	-1.15K	0.58%
IFP Advisors, Inc	36.47K	Jun 30, 26	+402	0.50%
DHJJ Financial Advisors, Ltd.	36.44K	Jun 30, 26	-136	0.50%
RED CRANE WEALTH MANAGEMENT, LLC	35.39K	Jun 30, 26	+3.42K	0.49%
INDEPENDENT FINANCIAL GROUP, LLC	33.98K	Jun 30, 26	-2.17K	0.47%
JT Stratford LLC	33.51K	Jun 30, 26	-50	0.46%
Weaver Consulting Group	33.25K	Jun 30, 26	--	0.46%
JDM Financial Group LLC	30.56K	Jun 30, 26	-172	0.42%
FOUNDERS FINANCIAL SECURITIES LLC	30.53K	Jun 30, 26	+3.42K	0.42%
Fragasso Group Inc.	30.19K	Jun 30, 26	-865	0.41%
Capital Analysts, LLC	29.60K	Jun 30, 26	-1.21K	0.41%
Janney Montgomery Scott LLC	28.86K	Jun 30, 26	-900	0.40%
FSA Advisors, Inc.	27.96K	Jun 30, 26	-1.15K	0.38%
OLD MISSION CAPITAL LLC	27.65K	Jun 30, 26	+22.02K	0.38%
Resources Investment Advisors, LLC.	27.43K	Jun 30, 26	+424	0.38%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	26.95K	Jun 30, 26	+1.08K	0.37%
AssuredPartners Investment Advisors, LLC	26.21K	Jun 30, 26	-331	0.36%
Miller Financial Services LLC	25.80K	Jun 30, 26	-1.11K	0.35%
Wealth Alliance	25.73K	Jun 30, 26	--	0.35%
HighTower Advisors, LLC	23.93K	Jun 30, 26	+3.07K	0.33%
Brookstone Capital Management	23.79K	Jun 30, 26	-23	0.33%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	22.59K	Jun 30, 26	+3.66K	0.31%
BCGM Wealth Management, LLC	22.46K	Jun 30, 26	--	0.31%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	21.57K	Jun 30, 26	+8.06K	0.30%
Advisor OS, LLC	20.84K	Jun 30, 26	--	0.29%
Cornerstone Wealth, LLC/TN	20.52K	Jun 30, 26	+928	0.28%
Crown Wealth Group, LLC	18.76K	Jun 30, 26	--	0.26%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	18.31K	Jun 30, 26	-120	0.25%
Advisory Services Network, LLC	17.86K	Jun 30, 26	-250	0.25%
Cresset Asset Management, LLC	16.55K	Jun 30, 26	--	0.23%
NewEdge Advisors, LLC	16.09K	Jun 30, 26	+96	0.22%
MML INVESTORS SERVICES, LLC	15.61K	Jun 30, 26	+2.75K	0.21%
Pensionmark Financial Group, LLC	15.00K	Jun 30, 26	-215	0.21%
ENVESTNET ASSET MANAGEMENT INC	14.64K	Jun 30, 26	-29.05K	0.20%
First Heartland Consultants, Inc.	13.56K	Jun 30, 26	-18	0.19%
Foundations Investment Advisors, LLC	12.93K	Jun 30, 26	+126	0.18%
BIP Wealth, LLC	12.49K	Jun 30, 26	-674	0.17%
Merit Financial Group, LLC	12.27K	Jun 30, 26	-180	0.17%
LYNX CAPITAL GROUP LTD /ADV	12.23K	Jun 30, 26	--	0.17%
GWN SECURITIES INC.	12.05K	Jun 30, 26	-3.28K	0.17%
Tradition Wealth Management, LLC	11.91K	Jun 30, 26	-497	0.16%
First City Capital Management, Inc.	11.67K	Jun 30, 26	--	0.16%
Diligent Investors, LLC	11.52K	Jun 30, 26	-500	0.16%
WEALTHGARDEN F.S. LLC	11.14K	Jun 30, 26	--	0.15%
RETIREMENT GUYS FORMULA LLC	11.14K	Jun 30, 26	-1.57K	0.15%
Trek Financial, LLC	11.03K	Jun 30, 26	-196	0.15%
HBW Advisory Services LLC	10.75K	Jun 30, 26	-10.72K	0.15%
Koshinski Asset Management, Inc.	10.73K	Jun 30, 26	--	0.15%
Visionary Wealth Advisors	10.67K	Jun 30, 26	--	0.15%
Global Trust Wealth Management LLC	10.30K	Jun 30, 26	-3.54K	0.14%
Main Street Financial Solutions, LLC	9.84K	Jun 30, 26	--	0.14%
Apollon Wealth Management, LLC	9.46K	Jun 30, 26	-1.02K	0.13%
Sherry Group, Inc.	9.29K	Jun 30, 26	+5.12K	0.13%
FORVIS Wealth Advisors, LLC	9.22K	Jun 30, 26	-635	0.13%
Keating Financial Advisory Services, Inc.	8.99K	Jun 30, 26	--	0.12%
TrustBank	8.71K	Jun 30, 26	--	0.12%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.65K	Jun 30, 26	--	0.12%
CAPTRUST FINANCIAL ADVISORS	8.49K	Jun 30, 26	--	0.12%
Private Advisor Group, LLC	8.35K	Jun 30, 26	-210	0.11%
Valtinson Bruner Financial Planning LLC	8.25K	Jun 30, 26	-659	0.11%
RED REEF ADVISORS LLC	8.24K	Jun 30, 26	-1.19K	0.11%
1776 Wealth LLC	7.99K	Jun 30, 26	--	0.11%
Maltin Wealth Management, Inc.	7.93K	Jun 30, 26	--	0.11%
SRS Capital Advisors, Inc.	7.80K	Jun 30, 26	+7.80K	0.11%
TopTier Wealth Management, LLC	7.51K	Jun 30, 26	-554	0.10%
CITADEL ADVISORS LLC	7.45K	Jun 30, 26	+7.45K	0.10%
Grantvest Financial Group LLC	7.28K	Jun 30, 26	--	0.10%
ODonnell Financial Services, LLC	7.24K	Jun 30, 26	-1.12K	0.10%
Cornerstone Wealth Group, LLC	7.17K	Jun 30, 26	--	0.10%
Vantage Point Financial LLC	7.07K	Jun 30, 26	-441	0.10%
Cassady Wealth & Retirement Planning, LLC	7.00K	Jun 30, 26	--	0.10%
HARBOUR INVESTMENTS, INC.	7.00K	Jun 30, 26	-2.25K	0.10%
Stonebridge Financial Group, LLC	6.88K	Jun 30, 26	--	0.09%
Financial Solutions Advisory Group, Inc.	6.56K	Jun 30, 26	-40	0.09%
EP Wealth Advisors, LLC	6.56K	Jun 30, 26	-6	0.09%
NewEdge Wealth, LLC	6.28K	Jun 30, 26	-561	0.09%
Bullseye Investment Management, LLC	6.21K	Jun 30, 26	-231	0.09%
WEDBUSH SECURITIES INC	6.13K	Jun 30, 26	--	0.08%
AE Wealth Management LLC	6.11K	Jun 30, 26	-361	0.08%
Liberty Atlantic Advisors LLC	5.99K	Jun 30, 26	--	0.08%
Sigma Planning Corp	5.97K	Jun 30, 26	+63	0.08%
Collaborative Wealth Managment Inc.	5.72K	Jun 30, 26	-638	0.08%
SageView Advisory Group, LLC	5.27K	Jun 30, 26	--	0.07%
Creative Planning	5.27K	Jun 30, 26	--	0.07%
ROYAL BANK OF CANADA	5.20K	Jun 30, 26	-12.46K	0.07%
CoreCap Advisors, LLC	5.19K	Jun 30, 26	-44	0.07%
Berger Financial Group, Inc	4.99K	Jun 30, 26	-728	0.07%
Outlook Wealth Advisors, LLC	4.98K	Jun 30, 26	--	0.07%
WINNOW WEALTH LLC	4.89K	Jun 30, 26	-111	0.07%
BCS Wealth Management	4.66K	Jun 30, 26	+4.66K	0.06%
NBC SECURITIES, INC.	4.63K	Jun 30, 26	+882	0.06%
Keystone Wealth Services, LLC	4.60K	Jun 30, 26	-565	0.06%
Financial Network Wealth Advisors LLC	4.48K	Jun 30, 26	--	0.06%
GILL CAPITAL PARTNERS, LLC	4.18K	Jun 30, 26	--	0.06%
FIDUCIARY FINANCIAL ADVISORS	2.75K	Jun 30, 26	+2.75K	0.04%
NBT BANK N A /NY	2.75K	Jun 30, 26	--	0.04%
JPMORGAN CHASE & CO	2.70K	Jun 30, 26	+2.70K	0.04%
Archer Investment Corp	2.00K	Jun 30, 26	--	0.03%
EverSource Wealth Advisors, LLC	1.04K	Jun 30, 26	-147	0.01%
Farther Finance Advisors, LLC	978	Jun 30, 26	--	0.01%
Highland Investment Advisors LLC	850	Jun 30, 26	+850	0.01%
Pinnacle Wealth Planning Services, Inc.	825	Jun 30, 26	-8	0.01%
IFG Advisory, LLC	770	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	680	Jun 30, 26	-1.48K	0.01%
UBS Group AG	528	Jun 30, 26	+528	0.01%
BANK OF MONTREAL /CAN/	500	Jun 30, 26	--	0.01%
Luminist Capital LLC	450	Jun 30, 26	+450	0.01%
Allworth Financial LP	416	Jun 30, 26	-667	0.01%
GILPIN WEALTH MANAGEMENT, LLC	300	Jun 30, 26	--	0.00%
MORGAN STANLEY	254	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	250	Jun 30, 26	+250	0.00%
WHITTIER TRUST CO	200	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	147	Jun 30, 26	+147	0.00%
Trust Co	113	Jun 30, 26	+113	0.00%
ASSETMARK, INC	84	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-1.76K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-230	--
Sound Income Strategies, LLC	--	Jun 30, 26	-96	--
WELLINGTON-ALTUS USA INC.	--	Jun 30, 26	-18.90K	--
VanWeelden Wealth Management, LLC	--	Jun 30, 26	-24.43K	--
Sunbelt Securities, Inc.	62.86K	Mar 31, 26	+242	0.86%
U.S. Capital Wealth Advisors, LLC	7.60K	Mar 31, 26	-804	0.10%
CWM, LLC	813	Mar 31, 26	--	0.01%
WOLVERINE TRADING, LLC	--	Sep 30, 25	-8.05K	--
AVANTAX ADVISORY SERVICES, INC.	29.73K	Jun 30, 25	+57	0.41%
ACAS, LLC	17.07K	Jun 30, 25	+175	0.23%
Atria Wealth Solutions, Inc.	10.01K	Jun 30, 25	+10.01K	0.14%
Marcum Wealth, LLC	57.82K	Mar 31, 25	+1.19K	0.79%
Sugarloaf Wealth Management, LLC	12.76K	Dec 31, 24	-250	0.18%
Riggs Capital Management LLC	8.92K	Dec 31, 24	+8.92K	0.12%
Raymond James Financial Services Advisors, Inc.	67.42K	Sep 30, 24	-31.05K	0.93%
RAYMOND JAMES & ASSOCIATES	18.38K	Sep 30, 24	+134	0.25%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.00K	Jun 30, 24	--	0.03%
Cetera Advisors LLC	290.36K	Mar 31, 24	+274.19K	3.98%
Cetera Advisor Networks LLC	75.11K	Mar 31, 24	+29.90K	1.03%
InterOcean Capital Group, LLC	8.75K	Mar 31, 24	+2.58K	0.12%
Baystate Wealth Management LLC	182	Dec 31, 23	--	0.00%
Truadvice, LLC	8.30K	Sep 30, 23	--	0.11%
Round Table Services, LLC	49.49K	Sep 30, 22	-2.36K	0.68%
American Portfolios Advisors	450	Sep 30, 22	--	0.01%
Frontier Wealth Management LLC	9.06K	Jun 30, 22	--	0.12%
Dixon Hughes Goodman Wealth Advisors LLC	45.72K	Mar 31, 22	+1.21K	0.63%
Carroll Financial Associates, Inc.	87.07K	Dec 31, 21	-3.43K	1.19%
NEXT Financial Group, Inc	2.17K	Dec 31, 21	--	0.03%
Ameritas Investment Company, LLC	13.60K	Sep 30, 21	+10.69K	0.19%
INVESTMENT SECURITY GROUP INC /CO/ /ADV	13.44K	Sep 30, 21	--	0.18%
OLD MISSION CAPITAL, LLC	13.03K	Dec 31, 20	+13.03K	0.18%

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Market Movers

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Holder

Date

Change

% Held

Compass Advisory Group LLC

618.79K

Jun 30, 26

+3.71K

8.49%

PFS Partners, LLC

493.81K

Jun 30, 26

-12.60K

6.78%

Long Island Wealth Management, Inc.

476.34K

Jun 30, 26

+3.34K

6.54%

ADVISOR GROUP HOLDINGS, INC.

263.67K

Jun 30, 26

+29.41K

3.62%

MBL Wealth, LLC

224.53K

Jun 30, 26

+3.07K

3.08%

COMMONWEALTH EQUITY SERVICES, LLC

222.54K

Jun 30, 26

+5.69K

3.05%

BLAIR WILLIAM & CO/IL

156.95K

Jun 30, 26

-20.59K

2.15%

Berkshire Money Management, Inc.

148.78K

Jun 30, 26

-600

2.04%

Cetera Investment Advisers

144.47K

Jun 30, 26

-22.78K

1.98%

Kestra Advisory Services, LLC

124.70K

Jun 30, 26

-35.42K

1.71%

LPL Financial LLC

121.79K

Jun 30, 26

+16.05K

1.67%

BFI Wealth Solutions, LLC

113.72K

Jun 30, 26

+498

1.56%

PRINCIPAL SECURITIES, INC.

105.88K

Jun 30, 26

-12.57K

1.45%

AdvisorNet Financial, Inc

88.37K

Jun 30, 26

-1.30K

1.21%

RAYMOND JAMES FINANCIAL INC

75.94K

Jun 30, 26

-1.14K

1.04%

Pallas Capital Advisors LLC

66.38K

Jun 30, 26

+3.09K

0.91%

INVESTMENT MANAGEMENT CORP /VA/ /ADV

52.63K

Jun 30, 26

+893

0.72%

TRUIST FINANCIAL CORP

51.63K

Jun 30, 26

-415

0.71%

Ambassador Advisors, LLC

47.91K

Jun 30, 26

-23

0.66%

Cambridge Investment Research Advisors, Inc.

45.60K

Jun 30, 26

-2.94K

0.63%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.51K

Jun 30, 26

-23.59K

0.60%

Wood Tarver Financial Group, LLC

42.49K

Jun 30, 26

-1.15K

0.58%

IFP Advisors, Inc

36.47K

Jun 30, 26

+402

0.50%

DHJJ Financial Advisors, Ltd.

36.44K

Jun 30, 26

-136

0.50%

RED CRANE WEALTH MANAGEMENT, LLC

35.39K

Jun 30, 26

+3.42K

0.49%

INDEPENDENT FINANCIAL GROUP, LLC

33.98K

Jun 30, 26

-2.17K

0.47%

JT Stratford LLC

33.51K

Jun 30, 26

-50

0.46%

Weaver Consulting Group

33.25K

Jun 30, 26

0.46%

JDM Financial Group LLC

30.56K

Jun 30, 26

-172

0.42%

FOUNDERS FINANCIAL SECURITIES LLC

30.53K

Jun 30, 26

+3.42K

0.42%

Fragasso Group Inc.

30.19K

Jun 30, 26

-865

0.41%

Capital Analysts, LLC

29.60K

Jun 30, 26

-1.21K

0.41%

Janney Montgomery Scott LLC

28.86K

Jun 30, 26

-900

0.40%

FSA Advisors, Inc.

27.96K

Jun 30, 26

-1.15K

0.38%

OLD MISSION CAPITAL LLC

27.65K

Jun 30, 26

+22.02K

0.38%

Resources Investment Advisors, LLC.

27.43K

Jun 30, 26

+424

0.38%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

26.95K

Jun 30, 26

+1.08K

0.37%

AssuredPartners Investment Advisors, LLC

26.21K

Jun 30, 26

-331

0.36%

Miller Financial Services LLC

25.80K

Jun 30, 26

-1.11K

0.35%

Wealth Alliance

25.73K

Jun 30, 26

0.35%

HighTower Advisors, LLC

23.93K

Jun 30, 26

+3.07K

0.33%

Brookstone Capital Management

23.79K

Jun 30, 26

-23

0.33%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

22.59K

Jun 30, 26

+3.66K

0.31%

BCGM Wealth Management, LLC

22.46K

Jun 30, 26

0.31%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

21.57K

Jun 30, 26

+8.06K

0.30%

Advisor OS, LLC

20.84K

Jun 30, 26

0.29%

Cornerstone Wealth, LLC/TN

20.52K

Jun 30, 26

+928

0.28%

Crown Wealth Group, LLC

18.76K

Jun 30, 26

0.26%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

18.31K

Jun 30, 26

-120

0.25%

Advisory Services Network, LLC

17.86K

Jun 30, 26

-250

0.25%

Cresset Asset Management, LLC

16.55K

Jun 30, 26

0.23%

NewEdge Advisors, LLC

16.09K

Jun 30, 26

+96

0.22%

MML INVESTORS SERVICES, LLC

15.61K

Jun 30, 26

+2.75K

0.21%

Pensionmark Financial Group, LLC

15.00K

Jun 30, 26

-215

0.21%

ENVESTNET ASSET MANAGEMENT INC

14.64K

Jun 30, 26

-29.05K

0.20%

First Heartland Consultants, Inc.

13.56K

Jun 30, 26

-18

0.19%

Foundations Investment Advisors, LLC

12.93K

Jun 30, 26

+126

0.18%

BIP Wealth, LLC

12.49K

Jun 30, 26

-674

0.17%

Merit Financial Group, LLC

12.27K

Jun 30, 26

-180

0.17%

LYNX CAPITAL GROUP LTD /ADV

12.23K

Jun 30, 26

0.17%

GWN SECURITIES INC.

12.05K

Jun 30, 26

-3.28K

0.17%

Tradition Wealth Management, LLC

11.91K

Jun 30, 26

-497

0.16%

First City Capital Management, Inc.

11.67K

Jun 30, 26

0.16%

Diligent Investors, LLC

11.52K

Jun 30, 26

-500

0.16%

WEALTHGARDEN F.S. LLC

11.14K

Jun 30, 26

0.15%

RETIREMENT GUYS FORMULA LLC

11.14K

Jun 30, 26

-1.57K

0.15%

Trek Financial, LLC

11.03K

Jun 30, 26

-196

0.15%

HBW Advisory Services LLC

10.75K

Jun 30, 26

-10.72K

0.15%

Koshinski Asset Management, Inc.

10.73K

Jun 30, 26

0.15%

Visionary Wealth Advisors

10.67K

Jun 30, 26

0.15%

Global Trust Wealth Management LLC

10.30K

Jun 30, 26

-3.54K

0.14%

Main Street Financial Solutions, LLC

9.84K

Jun 30, 26

0.14%

Apollon Wealth Management, LLC

9.46K

Jun 30, 26

-1.02K

0.13%

Sherry Group, Inc.

9.29K

Jun 30, 26

+5.12K

0.13%

FORVIS Wealth Advisors, LLC

9.22K

Jun 30, 26

-635

0.13%

Keating Financial Advisory Services, Inc.

8.99K

Jun 30, 26

0.12%

TrustBank

8.71K

Jun 30, 26

0.12%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.65K

Jun 30, 26

0.12%

CAPTRUST FINANCIAL ADVISORS

8.49K

Jun 30, 26

0.12%

Private Advisor Group, LLC

8.35K

Jun 30, 26

-210

0.11%

Valtinson Bruner Financial Planning LLC

8.25K

Jun 30, 26

-659

0.11%

RED REEF ADVISORS LLC

8.24K

Jun 30, 26

-1.19K

0.11%

1776 Wealth LLC

7.99K

Jun 30, 26

0.11%

Maltin Wealth Management, Inc.

7.93K

Jun 30, 26

0.11%

SRS Capital Advisors, Inc.

7.80K

Jun 30, 26

+7.80K

0.11%

TopTier Wealth Management, LLC

7.51K

Jun 30, 26

-554

0.10%

CITADEL ADVISORS LLC

7.45K

Jun 30, 26

+7.45K

0.10%

Grantvest Financial Group LLC

7.28K

Jun 30, 26

0.10%

ODonnell Financial Services, LLC

7.24K

Jun 30, 26

-1.12K

0.10%

Cornerstone Wealth Group, LLC

7.17K

Jun 30, 26

0.10%

Vantage Point Financial LLC

7.07K

Jun 30, 26

-441

0.10%

Cassady Wealth & Retirement Planning, LLC

7.00K

Jun 30, 26

0.10%

HARBOUR INVESTMENTS, INC.

7.00K

Jun 30, 26

-2.25K

0.10%

Stonebridge Financial Group, LLC

6.88K

Jun 30, 26

0.09%

Financial Solutions Advisory Group, Inc.

6.56K

Jun 30, 26

-40

0.09%

EP Wealth Advisors, LLC

6.56K

Jun 30, 26

-6

0.09%

NewEdge Wealth, LLC

6.28K

Jun 30, 26

-561

0.09%

Bullseye Investment Management, LLC

6.21K

Jun 30, 26

-231

0.09%

WEDBUSH SECURITIES INC

6.13K

Jun 30, 26

0.08%

AE Wealth Management LLC

6.11K

Jun 30, 26

-361

0.08%

Liberty Atlantic Advisors LLC

5.99K

Jun 30, 26

0.08%

Sigma Planning Corp

5.97K

Jun 30, 26

+63

0.08%

Collaborative Wealth Managment Inc.

5.72K

Jun 30, 26

-638

0.08%

SageView Advisory Group, LLC

5.27K

Jun 30, 26

0.07%

Creative Planning

5.27K

Jun 30, 26

0.07%

ROYAL BANK OF CANADA

5.20K

Jun 30, 26

-12.46K

0.07%

CoreCap Advisors, LLC

5.19K

Jun 30, 26

-44

0.07%

Berger Financial Group, Inc

4.99K

Jun 30, 26

-728

0.07%

Outlook Wealth Advisors, LLC

4.98K

Jun 30, 26

0.07%

WINNOW WEALTH LLC

4.89K

Jun 30, 26

-111

0.07%

BCS Wealth Management

4.66K

Jun 30, 26

+4.66K

0.06%

NBC SECURITIES, INC.

4.63K

Jun 30, 26

+882

0.06%

Keystone Wealth Services, LLC

4.60K

Jun 30, 26

-565

0.06%

Financial Network Wealth Advisors LLC

4.48K

Jun 30, 26

0.06%

GILL CAPITAL PARTNERS, LLC

4.18K

Jun 30, 26

0.06%

FIDUCIARY FINANCIAL ADVISORS

2.75K

Jun 30, 26

+2.75K

0.04%

NBT BANK N A /NY

2.75K

Jun 30, 26

0.04%

JPMORGAN CHASE & CO

2.70K

Jun 30, 26

+2.70K

0.04%

Archer Investment Corp

2.00K

Jun 30, 26

0.03%

EverSource Wealth Advisors, LLC

1.04K

Jun 30, 26

-147

0.01%

Farther Finance Advisors, LLC

978

Jun 30, 26

0.01%

Highland Investment Advisors LLC

850

Jun 30, 26

+850

0.01%

Pinnacle Wealth Planning Services, Inc.

825

Jun 30, 26

-8

0.01%

IFG Advisory, LLC

770

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

680

Jun 30, 26

-1.48K

0.01%

UBS Group AG

528

Jun 30, 26

+528

0.01%

BANK OF MONTREAL /CAN/

500

Jun 30, 26

0.01%

Luminist Capital LLC

450

Jun 30, 26

+450

0.01%

Allworth Financial LP

416

Jun 30, 26

-667

0.01%

GILPIN WEALTH MANAGEMENT, LLC

300

Jun 30, 26

0.00%

MORGAN STANLEY

254

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

250

Jun 30, 26

+250

0.00%

WHITTIER TRUST CO

200

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

147

Jun 30, 26

+147

0.00%

Trust Co

113

Jun 30, 26

+113

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-1.76K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-230

Sound Income Strategies, LLC

Jun 30, 26

-96

WELLINGTON-ALTUS USA INC.

Jun 30, 26

-18.90K

VanWeelden Wealth Management, LLC

Jun 30, 26

-24.43K

Sunbelt Securities, Inc.

62.86K

Mar 31, 26

+242

0.86%

U.S. Capital Wealth Advisors, LLC

7.60K

Mar 31, 26

-804

0.10%

CWM, LLC

813

Mar 31, 26

0.01%

WOLVERINE TRADING, LLC

Sep 30, 25

-8.05K

AVANTAX ADVISORY SERVICES, INC.

29.73K

Jun 30, 25

+57

0.41%

ACAS, LLC

17.07K

Jun 30, 25

+175

0.23%

Atria Wealth Solutions, Inc.

10.01K

Jun 30, 25

+10.01K

0.14%

Marcum Wealth, LLC

57.82K

Mar 31, 25

+1.19K

0.79%

Sugarloaf Wealth Management, LLC

12.76K

Dec 31, 24

-250

0.18%

Riggs Capital Management LLC

8.92K

Dec 31, 24

+8.92K

0.12%

Raymond James Financial Services Advisors, Inc.

67.42K

Sep 30, 24

-31.05K

0.93%

RAYMOND JAMES & ASSOCIATES

18.38K

Sep 30, 24

+134

0.25%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.00K

Jun 30, 24

0.03%

Cetera Advisors LLC

290.36K

Mar 31, 24

+274.19K

3.98%

Cetera Advisor Networks LLC

75.11K

Mar 31, 24

+29.90K

1.03%

InterOcean Capital Group, LLC

8.75K

Mar 31, 24

+2.58K

0.12%

Baystate Wealth Management LLC

182

Dec 31, 23

0.00%

Truadvice, LLC

8.30K

Sep 30, 23

0.11%

Round Table Services, LLC

49.49K

Sep 30, 22

-2.36K

0.68%

American Portfolios Advisors

450

Sep 30, 22

0.01%

Frontier Wealth Management LLC

9.06K

Jun 30, 22

0.12%

Dixon Hughes Goodman Wealth Advisors LLC

45.72K

Mar 31, 22

+1.21K

0.63%

Carroll Financial Associates, Inc.

87.07K

Dec 31, 21

-3.43K

1.19%

NEXT Financial Group, Inc

2.17K

Dec 31, 21

0.03%

Ameritas Investment Company, LLC

13.60K

Sep 30, 21

+10.69K

0.19%

INVESTMENT SECURITY GROUP INC /CO/ /ADV

13.44K

Sep 30, 21

0.18%

OLD MISSION CAPITAL, LLC

13.03K

Dec 31, 20

+13.03K

0.18%