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

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

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$45.70—

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KJAN(KJAN)

KJAN

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

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
PFS Partners, LLC	493.81K	Jun 30, 26	-12.60K	6.79%
MBL Wealth, LLC	224.53K	Jun 30, 26	+3.07K	3.09%
Berkshire Money Management, Inc.	148.78K	Jun 30, 26	-600	2.04%
AdvisorNet Financial, Inc	88.37K	Jun 30, 26	-1.30K	1.21%
INVESTMENT MANAGEMENT CORP /VA/ /ADV	52.63K	Jun 30, 26	+893	0.72%
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%
IFP Advisors, Inc	36.47K	Jun 30, 26	+402	0.50%
DHJJ Financial Advisors, Ltd.	36.44K	Jun 30, 26	-136	0.50%
INDEPENDENT FINANCIAL GROUP, LLC	33.98K	Jun 30, 26	-2.17K	0.47%
Fragasso Group Inc.	30.19K	Jun 30, 26	-865	0.41%
Brookstone Capital Management	23.79K	Jun 30, 26	-23	0.33%
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%
First Heartland Consultants, Inc.	13.56K	Jun 30, 26	-18	0.19%
Merit Financial Group, LLC	12.27K	Jun 30, 26	-180	0.17%
First City Capital Management, Inc.	11.67K	Jun 30, 26	--	0.16%
Diligent Investors, LLC	11.52K	Jun 30, 26	-500	0.16%
HBW Advisory Services LLC	10.75K	Jun 30, 26	-10.72K	0.15%
Koshinski Asset Management, Inc.	10.73K	Jun 30, 26	--	0.15%
Apollon Wealth Management, LLC	9.46K	Jun 30, 26	-1.02K	0.13%
Private Advisor Group, LLC	8.35K	Jun 30, 26	-210	0.11%
Maltin Wealth Management, Inc.	7.93K	Jun 30, 26	--	0.11%
Cornerstone Wealth Group, LLC	7.17K	Jun 30, 26	--	0.10%
Stonebridge Financial Group, LLC	6.88K	Jun 30, 26	--	0.09%
CoreCap Advisors, LLC	5.19K	Jun 30, 26	-44	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%
EverSource Wealth Advisors, LLC	1.04K	Jun 30, 26	-147	0.01%
Farther Finance Advisors, LLC	978	Jun 30, 26	--	0.01%
Cape Investment Advisory, Inc.	250	Jun 30, 26	+250	0.00%
Trust Co	113	Jun 30, 26	+113	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-96	--
Compass Advisory Group LLC	615.08K	Mar 31, 26	+332.27K	8.45%
Long Island Wealth Management, Inc.	472.99K	Mar 31, 26	+37.30K	6.50%
ADVISOR GROUP HOLDINGS, INC.	234.26K	Mar 31, 26	-8.87K	3.22%
COMMONWEALTH EQUITY SERVICES, LLC	216.85K	Mar 31, 26	-28.41K	2.98%
BLAIR WILLIAM & CO/IL	177.54K	Mar 31, 26	+56.03K	2.44%
Cetera Investment Advisers	167.25K	Mar 31, 26	+19.67K	2.30%
Kestra Advisory Services, LLC	160.12K	Mar 31, 26	+56.84K	2.20%
PRINCIPAL SECURITIES, INC.	118.45K	Mar 31, 26	+2.64K	1.63%
LPL Financial LLC	105.74K	Mar 31, 26	+954	1.45%
RAYMOND JAMES FINANCIAL INC	77.09K	Mar 31, 26	+3.69K	1.06%
Pallas Capital Advisors LLC	63.29K	Mar 31, 26	-6.33K	0.87%
Sunbelt Securities, Inc.	62.86K	Mar 31, 26	+242	0.86%
TRUIST FINANCIAL CORP	52.04K	Mar 31, 26	+6.85K	0.72%
Cambridge Investment Research Advisors, Inc.	48.54K	Mar 31, 26	-2.33K	0.67%
Ambassador Advisors, LLC	47.94K	Mar 31, 26	+10.33K	0.66%
ENVESTNET ASSET MANAGEMENT INC	43.68K	Mar 31, 26	+26.02K	0.60%
Wood Tarver Financial Group, LLC	43.65K	Mar 31, 26	-156	0.60%
JT Stratford LLC	33.56K	Mar 31, 26	+3.28K	0.46%
Weaver Consulting Group	33.25K	Mar 31, 26	+4.76K	0.46%
RED CRANE WEALTH MANAGEMENT, LLC	31.96K	Mar 31, 26	-606	0.44%
Capital Analysts, LLC	30.82K	Mar 31, 26	+118	0.42%
JDM Financial Group LLC	30.73K	Mar 31, 26	--	0.42%
Janney Montgomery Scott LLC	29.77K	Mar 31, 26	+11.50K	0.41%
FSA Advisors, Inc.	29.11K	Mar 31, 26	+376	0.40%
FOUNDERS FINANCIAL SECURITIES LLC	27.11K	Mar 31, 26	+4.18K	0.37%
Resources Investment Advisors, LLC.	27.01K	Mar 31, 26	+1.00K	0.37%
Miller Financial Services LLC	26.91K	Mar 31, 26	+2.75K	0.37%
AssuredPartners Investment Advisors, LLC	26.55K	Mar 31, 26	-476	0.36%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	25.87K	Mar 31, 26	+25.57K	0.36%
Wealth Alliance	25.73K	Mar 31, 26	+92	0.35%
VanWeelden Wealth Management, LLC	24.43K	Mar 31, 26	+24.43K	0.34%
BCGM Wealth Management, LLC	22.46K	Mar 31, 26	--	0.31%
HighTower Advisors, LLC	20.86K	Mar 31, 26	-50.79K	0.29%
Advisor OS, LLC	20.84K	Mar 31, 26	+20.84K	0.29%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	18.93K	Mar 31, 26	+3.34K	0.26%
Advisory Services Network, LLC	18.11K	Mar 31, 26	--	0.25%
ROYAL BANK OF CANADA	17.66K	Mar 31, 26	--	0.24%
Cresset Asset Management, LLC	16.55K	Mar 31, 26	+6.94K	0.23%
NewEdge Advisors, LLC	15.99K	Mar 31, 26	+1.00K	0.22%
GWN SECURITIES INC.	15.33K	Mar 31, 26	+2.02K	0.21%
Pensionmark Financial Group, LLC	15.21K	Mar 31, 26	-2.57K	0.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.52K	Mar 31, 26	+13.52K	0.19%
BIP Wealth, LLC	13.17K	Mar 31, 26	-1.25K	0.18%
MML INVESTORS SERVICES, LLC	12.86K	Mar 31, 26	+1.02K	0.18%
Foundations Investment Advisors, LLC	12.80K	Mar 31, 26	+148	0.18%
RETIREMENT GUYS FORMULA LLC	12.71K	Mar 31, 26	+12.71K	0.17%
Tradition Wealth Management, LLC	12.40K	Mar 31, 26	-249	0.17%
Trek Financial, LLC	11.22K	Mar 31, 26	-1.14K	0.15%
WEALTHGARDEN F.S. LLC	11.14K	Mar 31, 26	-37	0.15%
Visionary Wealth Advisors	10.67K	Mar 31, 26	--	0.15%
FORVIS Wealth Advisors, LLC	9.86K	Mar 31, 26	-977	0.14%
HARBOUR INVESTMENTS, INC.	9.25K	Mar 31, 26	+4.70K	0.13%
Valtinson Bruner Financial Planning LLC	8.91K	Mar 31, 26	--	0.12%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.65K	Mar 31, 26	--	0.12%
Private Advisor Group, LLC	8.55K	Mar 31, 26	--	0.12%
CAPTRUST FINANCIAL ADVISORS	8.49K	Mar 31, 26	--	0.12%
ODonnell Financial Services, LLC	8.36K	Mar 31, 26	-18	0.11%
1776 Wealth LLC	7.99K	Mar 31, 26	--	0.11%
U.S. Capital Wealth Advisors, LLC	7.60K	Mar 31, 26	-804	0.10%
Vantage Point Financial LLC	7.51K	Mar 31, 26	--	0.10%
Grantvest Financial Group LLC	7.28K	Mar 31, 26	+1.20K	0.10%
NewEdge Wealth, LLC	6.84K	Mar 31, 26	+6.84K	0.09%
EP Wealth Advisors, LLC	6.57K	Mar 31, 26	-537	0.09%
AE Wealth Management LLC	6.47K	Mar 31, 26	+273	0.09%
Collaborative Wealth Managment Inc.	6.36K	Mar 31, 26	-5.60K	0.09%
WEDBUSH SECURITIES INC	6.13K	Mar 31, 26	-10	0.08%
Sigma Planning Corp	5.90K	Mar 31, 26	+833	0.08%
Berger Financial Group, Inc	5.72K	Mar 31, 26	-766	0.08%
OLD MISSION CAPITAL LLC	5.64K	Mar 31, 26	+5.64K	0.08%
Creative Planning	5.27K	Mar 31, 26	+5.27K	0.07%
Keystone Wealth Services, LLC	5.17K	Mar 31, 26	+5.17K	0.07%
Outlook Wealth Advisors, LLC	4.98K	Mar 31, 26	-670	0.07%
Financial Network Wealth Advisors LLC	4.48K	Mar 31, 26	--	0.06%
GILL CAPITAL PARTNERS, LLC	4.18K	Mar 31, 26	+4.18K	0.06%
NBT BANK N A /NY	2.75K	Mar 31, 26	--	0.04%
Steward Partners Investment Advisory, LLC	2.16K	Mar 31, 26	--	0.03%
Archer Investment Corp	2.00K	Mar 31, 26	--	0.03%
MAI Capital Management	1.76K	Mar 31, 26	+1.76K	0.02%
Allworth Financial LP	1.08K	Mar 31, 26	+667	0.01%
Pinnacle Wealth Planning Services, Inc.	833	Mar 31, 26	--	0.01%
CWM, LLC	813	Mar 31, 26	--	0.01%
IFG Advisory, LLC	770	Mar 31, 26	+770	0.01%
BANK OF MONTREAL /CAN/	500	Mar 31, 26	--	0.01%
MORGAN STANLEY	254	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	230	Mar 31, 26	+230	0.00%
WHITTIER TRUST CO	200	Mar 31, 26	--	0.00%
ASSETMARK, INC	84	Mar 31, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-20.48K	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-178	--
TFB Advisors LLC	--	Mar 31, 26	-6.03K	--
Parallel Advisors, LLC	--	Mar 31, 26	-892	--
WorthPointe, LLC	--	Mar 31, 26	-17.09K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-12.00K	--
Main Street Financial Solutions, LLC	9.70K	Dec 31, 25	--	0.13%
SageView Advisory Group, LLC	5.27K	Dec 31, 25	-1.53K	0.07%
Bullseye Investment Management, LLC	27.16K	Sep 30, 25	--	0.37%
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	3.99%
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	1.20%
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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Holder

Date

Change

% Held

PFS Partners, LLC

493.81K

Jun 30, 26

-12.60K

6.79%

MBL Wealth, LLC

224.53K

Jun 30, 26

+3.07K

3.09%

Berkshire Money Management, Inc.

148.78K

Jun 30, 26

-600

2.04%

AdvisorNet Financial, Inc

88.37K

Jun 30, 26

-1.30K

1.21%

INVESTMENT MANAGEMENT CORP /VA/ /ADV

52.63K

Jun 30, 26

+893

0.72%

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%

IFP Advisors, Inc

36.47K

Jun 30, 26

+402

0.50%

DHJJ Financial Advisors, Ltd.

36.44K

Jun 30, 26

-136

0.50%

INDEPENDENT FINANCIAL GROUP, LLC

33.98K

Jun 30, 26

-2.17K

0.47%

Fragasso Group Inc.

30.19K

Jun 30, 26

-865

0.41%

Brookstone Capital Management

23.79K

Jun 30, 26

-23

0.33%

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%

First Heartland Consultants, Inc.

13.56K

Jun 30, 26

-18

0.19%

Merit Financial Group, LLC

12.27K

Jun 30, 26

-180

0.17%

First City Capital Management, Inc.

11.67K

Jun 30, 26

0.16%

Diligent Investors, LLC

11.52K

Jun 30, 26

-500

0.16%

HBW Advisory Services LLC

10.75K

Jun 30, 26

-10.72K

0.15%

Koshinski Asset Management, Inc.

10.73K

Jun 30, 26

0.15%

Apollon Wealth Management, LLC

9.46K

Jun 30, 26

-1.02K

0.13%

Private Advisor Group, LLC

8.35K

Jun 30, 26

-210

0.11%

Maltin Wealth Management, Inc.

7.93K

Jun 30, 26

0.11%

Cornerstone Wealth Group, LLC

7.17K

Jun 30, 26

0.10%

Stonebridge Financial Group, LLC

6.88K

Jun 30, 26

0.09%

CoreCap Advisors, LLC

5.19K

Jun 30, 26

-44

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%

EverSource Wealth Advisors, LLC

1.04K

Jun 30, 26

-147

0.01%

Farther Finance Advisors, LLC

978

Jun 30, 26

0.01%

Cape Investment Advisory, Inc.

250

Jun 30, 26

+250

0.00%

Trust Co

113

Jun 30, 26

+113

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-96

Compass Advisory Group LLC

615.08K

Mar 31, 26

+332.27K

8.45%

Long Island Wealth Management, Inc.

472.99K

Mar 31, 26

+37.30K

6.50%

ADVISOR GROUP HOLDINGS, INC.

234.26K

Mar 31, 26

-8.87K

3.22%

COMMONWEALTH EQUITY SERVICES, LLC

216.85K

Mar 31, 26

-28.41K

2.98%

BLAIR WILLIAM & CO/IL

177.54K

Mar 31, 26

+56.03K

2.44%

Cetera Investment Advisers

167.25K

Mar 31, 26

+19.67K

2.30%

Kestra Advisory Services, LLC

160.12K

Mar 31, 26

+56.84K

2.20%

PRINCIPAL SECURITIES, INC.

118.45K

Mar 31, 26

+2.64K

1.63%

LPL Financial LLC

105.74K

Mar 31, 26

+954

1.45%

RAYMOND JAMES FINANCIAL INC

77.09K

Mar 31, 26

+3.69K

1.06%

Pallas Capital Advisors LLC

63.29K

Mar 31, 26

-6.33K

0.87%

Sunbelt Securities, Inc.

62.86K

Mar 31, 26

+242

0.86%

TRUIST FINANCIAL CORP

52.04K

Mar 31, 26

+6.85K

0.72%

Cambridge Investment Research Advisors, Inc.

48.54K

Mar 31, 26

-2.33K

0.67%

Ambassador Advisors, LLC

47.94K

Mar 31, 26

+10.33K

0.66%

ENVESTNET ASSET MANAGEMENT INC

43.68K

Mar 31, 26

+26.02K

0.60%

Wood Tarver Financial Group, LLC

43.65K

Mar 31, 26

-156

0.60%

JT Stratford LLC

33.56K

Mar 31, 26

+3.28K

0.46%

Weaver Consulting Group

33.25K

Mar 31, 26

+4.76K

0.46%

RED CRANE WEALTH MANAGEMENT, LLC

31.96K

Mar 31, 26

-606

0.44%

Capital Analysts, LLC

30.82K

Mar 31, 26

+118

0.42%

JDM Financial Group LLC

30.73K

Mar 31, 26

0.42%

Janney Montgomery Scott LLC

29.77K

Mar 31, 26

+11.50K

0.41%

FSA Advisors, Inc.

29.11K

Mar 31, 26

+376

0.40%

FOUNDERS FINANCIAL SECURITIES LLC

27.11K

Mar 31, 26

+4.18K

0.37%

Resources Investment Advisors, LLC.

27.01K

Mar 31, 26

+1.00K

0.37%

Miller Financial Services LLC

26.91K

Mar 31, 26

+2.75K

0.37%

AssuredPartners Investment Advisors, LLC

26.55K

Mar 31, 26

-476

0.36%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

25.87K

Mar 31, 26

+25.57K

0.36%

Wealth Alliance

25.73K

Mar 31, 26

+92

0.35%

VanWeelden Wealth Management, LLC

24.43K

Mar 31, 26

+24.43K

0.34%

BCGM Wealth Management, LLC

22.46K

Mar 31, 26

0.31%

HighTower Advisors, LLC

20.86K

Mar 31, 26

-50.79K

0.29%

Advisor OS, LLC

20.84K

Mar 31, 26

+20.84K

0.29%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

18.93K

Mar 31, 26

+3.34K

0.26%

Advisory Services Network, LLC

18.11K

Mar 31, 26

0.25%

ROYAL BANK OF CANADA

17.66K

Mar 31, 26

0.24%

Cresset Asset Management, LLC

16.55K

Mar 31, 26

+6.94K

0.23%

NewEdge Advisors, LLC

15.99K

Mar 31, 26

+1.00K

0.22%

GWN SECURITIES INC.

15.33K

Mar 31, 26

+2.02K

0.21%

Pensionmark Financial Group, LLC

15.21K

Mar 31, 26

-2.57K

0.21%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.52K

Mar 31, 26

+13.52K

0.19%

BIP Wealth, LLC

13.17K

Mar 31, 26

-1.25K

0.18%

MML INVESTORS SERVICES, LLC

12.86K

Mar 31, 26

+1.02K

0.18%

Foundations Investment Advisors, LLC

12.80K

Mar 31, 26

+148

0.18%

RETIREMENT GUYS FORMULA LLC

12.71K

Mar 31, 26

+12.71K

0.17%

Tradition Wealth Management, LLC

12.40K

Mar 31, 26

-249

0.17%

Trek Financial, LLC

11.22K

Mar 31, 26

-1.14K

0.15%

WEALTHGARDEN F.S. LLC

11.14K

Mar 31, 26

-37

0.15%

Visionary Wealth Advisors

10.67K

Mar 31, 26

0.15%

FORVIS Wealth Advisors, LLC

9.86K

Mar 31, 26

-977

0.14%

HARBOUR INVESTMENTS, INC.

9.25K

Mar 31, 26

+4.70K

0.13%

Valtinson Bruner Financial Planning LLC

8.91K

Mar 31, 26

0.12%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.65K

Mar 31, 26

0.12%

Private Advisor Group, LLC

8.55K

Mar 31, 26

0.12%

CAPTRUST FINANCIAL ADVISORS

8.49K

Mar 31, 26

0.12%

ODonnell Financial Services, LLC

8.36K

Mar 31, 26

-18

0.11%

1776 Wealth LLC

7.99K

Mar 31, 26

0.11%

U.S. Capital Wealth Advisors, LLC

7.60K

Mar 31, 26

-804

0.10%

Vantage Point Financial LLC

7.51K

Mar 31, 26

0.10%

Grantvest Financial Group LLC

7.28K

Mar 31, 26

+1.20K

0.10%

NewEdge Wealth, LLC

6.84K

Mar 31, 26

+6.84K

0.09%

EP Wealth Advisors, LLC

6.57K

Mar 31, 26

-537

0.09%

AE Wealth Management LLC

6.47K

Mar 31, 26

+273

0.09%

Collaborative Wealth Managment Inc.

6.36K

Mar 31, 26

-5.60K

0.09%

WEDBUSH SECURITIES INC

6.13K

Mar 31, 26

-10

0.08%

Sigma Planning Corp

5.90K

Mar 31, 26

+833

0.08%

Berger Financial Group, Inc

5.72K

Mar 31, 26

-766

0.08%

OLD MISSION CAPITAL LLC

5.64K

Mar 31, 26

+5.64K

0.08%

Creative Planning

5.27K

Mar 31, 26

+5.27K

0.07%

Keystone Wealth Services, LLC

5.17K

Mar 31, 26

+5.17K

0.07%

Outlook Wealth Advisors, LLC

4.98K

Mar 31, 26

-670

0.07%

Financial Network Wealth Advisors LLC

4.48K

Mar 31, 26

0.06%

GILL CAPITAL PARTNERS, LLC

4.18K

Mar 31, 26

+4.18K

0.06%

NBT BANK N A /NY

2.75K

Mar 31, 26

0.04%

Steward Partners Investment Advisory, LLC

2.16K

Mar 31, 26

0.03%

Archer Investment Corp

2.00K

Mar 31, 26

0.03%

MAI Capital Management

1.76K

Mar 31, 26

+1.76K

0.02%

Allworth Financial LP

1.08K

Mar 31, 26

+667

0.01%

Pinnacle Wealth Planning Services, Inc.

833

Mar 31, 26

0.01%

CWM, LLC

813

Mar 31, 26

0.01%

IFG Advisory, LLC

770

Mar 31, 26

+770

0.01%

BANK OF MONTREAL /CAN/

500

Mar 31, 26

0.01%

MORGAN STANLEY

254

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

230

Mar 31, 26

+230

0.00%

WHITTIER TRUST CO

200

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-20.48K

JPMORGAN CHASE & CO

Mar 31, 26

-178

TFB Advisors LLC

Mar 31, 26

-6.03K

Parallel Advisors, LLC

Mar 31, 26

-892

WorthPointe, LLC

Mar 31, 26

-17.09K

Clear Point Advisors Inc.

Mar 31, 26

-12.00K

Main Street Financial Solutions, LLC

9.70K

Dec 31, 25

0.13%

SageView Advisory Group, LLC

5.27K

Dec 31, 25

-1.53K

0.07%

Bullseye Investment Management, LLC

27.16K

Sep 30, 25

0.37%

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

3.99%

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

1.20%

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%