Innovator U.S. Equity Power Buffer ETF(PAPR)

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Innovator U.S. Equity Power Buffer ETF(PAPR)

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$42.10—

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PAPR(PAPR)

PAPR

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

Institutional Ownership

Top 260 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	2.40M	Mar 31, 26	+185.71K	13.12%
Penserra Capital Management LLC	1.68M	Mar 31, 26	+95.27K	9.20%
ADVISOR GROUP HOLDINGS, INC.	583.89K	Mar 31, 26	-141.63K	3.19%
Colony Group, LLC	458.90K	Mar 31, 26	+166.24K	2.51%
Miracle Mile Advisors, LLC	415.76K	Mar 31, 26	-57.76K	2.27%
ENVESTNET ASSET MANAGEMENT INC	360.07K	Mar 31, 26	+48.12K	1.97%
LPL Financial LLC	314.74K	Mar 31, 26	+18.29K	1.72%
COMMONWEALTH EQUITY SERVICES, LLC	313.01K	Mar 31, 26	-2.60K	1.71%
Janney Montgomery Scott LLC	303.26K	Mar 31, 26	+6.14K	1.66%
RAYMOND JAMES FINANCIAL INC	299.22K	Mar 31, 26	+6.59K	1.64%
Cetera Investment Advisers	274.94K	Mar 31, 26	-8.23K	1.50%
HighTower Advisors, LLC	271.86K	Mar 31, 26	+5.51K	1.49%
CWM, LLC	262.74K	Mar 31, 26	-7.96K	1.44%
Cambridge Investment Research Advisors, Inc.	253.48K	Mar 31, 26	+85.99K	1.39%
BLAIR WILLIAM & CO/IL	252.34K	Mar 31, 26	-6.91K	1.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	250.25K	Mar 31, 26	+192.11K	1.37%
Bedel Financial Consulting, Inc.	235.93K	Mar 31, 26	-994	1.29%
Beacon Pointe Advisors, LLC	219.78K	Mar 31, 26	+69.41K	1.20%
Southland Equity Partners LLC	211.77K	Mar 31, 26	-1.07K	1.16%
Bellwether Advisors, LLC	211.43K	Mar 31, 26	+2.08K	1.16%
AA Financial Advisors, LLC	206.50K	Mar 31, 26	-4.08K	1.13%
Brinker Capital Investments, LLC	195.17K	Mar 31, 26	-18.33K	1.07%
Tradition Wealth Management, LLC	182.13K	Mar 31, 26	-19.90K	1.00%
Triad Wealth Partners, LLC	172.04K	Mar 31, 26	+36.79K	0.94%
Brookstone Capital Management	154.04K	Mar 31, 26	-16.56K	0.84%
Kestra Advisory Services, LLC	148.91K	Mar 31, 26	-6.72K	0.81%
GILL CAPITAL PARTNERS, LLC	144.49K	Mar 31, 26	-343	0.79%
TRUIST FINANCIAL CORP	144.18K	Mar 31, 26	+809	0.79%
FORVIS Wealth Advisors, LLC	133.37K	Mar 31, 26	-24.37K	0.73%
Talon Private Wealth, LLC	130.89K	Mar 31, 26	+130.89K	0.72%
Signal Advisors Wealth, LLC	130.89K	Mar 31, 26	+25.80K	0.72%
Sentinus, LLC	128.64K	Mar 31, 26	+2.31K	0.70%
Elmwood Wealth Management, Inc.	127.90K	Mar 31, 26	+2.85K	0.70%
MML INVESTORS SERVICES, LLC	122.17K	Mar 31, 26	-55.77K	0.67%
WPWealth LLP	117.41K	Mar 31, 26	+55.43K	0.64%
Pinnacle Wealth Management Group, Inc.	112.51K	Mar 31, 26	-1.19K	0.62%
CoreCap Advisors, LLC	107.07K	Mar 31, 26	+15.23K	0.59%
Nikulski Financial, Inc.	89.00K	Mar 31, 26	-3.00K	0.49%
Steward Partners Investment Advisory, LLC	84.16K	Mar 31, 26	+79.92K	0.46%
FOUNDERS FINANCIAL SECURITIES LLC	82.39K	Mar 31, 26	+13.08K	0.45%
Pensionmark Financial Group, LLC	81.14K	Mar 31, 26	+9.54K	0.44%
CRA Financial Services, LLC	77.59K	Mar 31, 26	+775	0.42%
HARBOUR INVESTMENTS, INC.	74.76K	Mar 31, 26	+3.62K	0.41%
Patriot Financial Group Insurance Agency, LLC	71.69K	Mar 31, 26	+35.44K	0.39%
Diligent Investors, LLC	71.18K	Mar 31, 26	-197	0.39%
KFG WEALTH MANAGEMENT, LLC	70.97K	Mar 31, 26	+1.40K	0.39%
Farther Finance Advisors, LLC	70.29K	Mar 31, 26	+8.67K	0.38%
MAI Capital Management	69.83K	Mar 31, 26	-11.53K	0.38%
CORRADO ADVISORS, LLC	64.37K	Mar 31, 26	-1.98K	0.35%
AdvisorNet Financial, Inc	62.69K	Mar 31, 26	--	0.34%
CreativeOne Wealth, LLC	60.23K	Mar 31, 26	+5.74K	0.33%
LeClair Wealth Partners LLC	53.80K	Mar 31, 26	+53.80K	0.29%
Cerity Partners LLC	50.52K	Mar 31, 26	+38.55K	0.28%
Advisory Alpha, LLC	49.59K	Mar 31, 26	-14.66K	0.27%
NewEdge Advisors, LLC	47.41K	Mar 31, 26	-892	0.26%
Atria Investments, Inc	47.38K	Mar 31, 26	+1.72K	0.26%
SFMG, LLC	47.30K	Mar 31, 26	-634	0.26%
Cresset Asset Management, LLC	47.15K	Mar 31, 26	-27.98K	0.26%
BCS Wealth Management	45.98K	Mar 31, 26	-47.90K	0.25%
Trek Financial, LLC	45.48K	Mar 31, 26	+1.73K	0.25%
Resources Investment Advisors, LLC.	43.84K	Mar 31, 26	-3.44K	0.24%
Mutual Advisors, LLC	42.10K	Mar 31, 26	-2.55K	0.23%
CAPTRUST FINANCIAL ADVISORS	41.75K	Mar 31, 26	-305	0.23%
BENJAMIN EDWARDS INC	40.91K	Mar 31, 26	+1.16K	0.22%
Apollon Wealth Management, LLC	39.07K	Mar 31, 26	+256	0.21%
EVERMAY WEALTH MANAGEMENT LLC	37.81K	Mar 31, 26	-77	0.21%
Creative Planning	35.89K	Mar 31, 26	+30.67K	0.20%
Castle Rock Wealth Management, LLC	34.58K	Mar 31, 26	--	0.19%
DHJJ Financial Advisors, Ltd.	33.91K	Mar 31, 26	-945	0.19%
Advisory Services Network, LLC	33.13K	Mar 31, 26	+1.65K	0.18%
Chris Bulman Inc	33.07K	Mar 31, 26	+49	0.18%
RED CRANE WEALTH MANAGEMENT, LLC	32.58K	Mar 31, 26	-15.83K	0.18%
CENTAURUS FINANCIAL, INC.	32.46K	Mar 31, 26	-7.89K	0.18%
RFG Advisory, LLC	32.02K	Mar 31, 26	-445	0.18%
Jacobi Capital Management LLC	31.25K	Mar 31, 26	--	0.17%
Straight Path Wealth Management	30.58K	Mar 31, 26	+476	0.17%
Spire Wealth Management	29.32K	Mar 31, 26	-69	0.16%
Merit Financial Group, LLC	28.64K	Mar 31, 26	-1.53K	0.16%
WealthPlan Investment Management, LLC	27.08K	Mar 31, 26	+73	0.15%
IFP Advisors, Inc	27.06K	Mar 31, 26	-5.74K	0.15%
AE Wealth Management LLC	26.64K	Mar 31, 26	+760	0.15%
FSA Advisors, Inc.	26.23K	Mar 31, 26	-771	0.14%
HB Wealth Management, LLC	25.25K	Mar 31, 26	+25.25K	0.14%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	24.89K	Mar 31, 26	-451	0.14%
Continuum Advisory, LLC	24.74K	Mar 31, 26	-469	0.14%
Vantage Point Financial LLC	24.06K	Mar 31, 26	-20.10K	0.13%
Foundations Investment Advisors, LLC	23.68K	Mar 31, 26	-2.01K	0.13%
Lineweaver Wealth Advisors, LLC	22.93K	Mar 31, 26	--	0.13%
Valmark Advisers, Inc.	22.90K	Mar 31, 26	-15.52K	0.13%
Wealth Alliance	22.62K	Mar 31, 26	-1.21K	0.12%
Weaver Consulting Group	22.14K	Mar 31, 26	-431	0.12%
Atomi Financial Group, Inc.	21.80K	Mar 31, 26	+171	0.12%
Quest 10 Wealth Builders, Inc.	21.73K	Mar 31, 26	-332	0.12%
Collaborative Wealth Managment Inc.	21.18K	Mar 31, 26	--	0.12%
Arkadios Wealth Advisors	20.35K	Mar 31, 26	+4.66K	0.11%
Concurrent Investment Advisors, LLC	20.32K	Mar 31, 26	+230	0.11%
Outlook Wealth Advisors, LLC	20.06K	Mar 31, 26	-3.40K	0.11%
Belpointe Asset Management LLC	19.88K	Mar 31, 26	-4.82K	0.11%
City Center Advisors, LLC	19.38K	Mar 31, 26	+41	0.11%
Encompass More Asset Management	19.25K	Mar 31, 26	-32.45K	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	18.84K	Mar 31, 26	-1.00K	0.10%
YARGER WEALTH STRATEGIES, LLC	18.62K	Mar 31, 26	-271	0.10%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	18.46K	Mar 31, 26	-1.10K	0.10%
Cornerstone Wealth Group, LLC	17.94K	Mar 31, 26	-4.62K	0.10%
Phoenix Holdings Ltd.	17.87K	Mar 31, 26	-1.84K	0.10%
Per Stirling Capital Management, LLC.	17.79K	Mar 31, 26	+1.48K	0.10%
Helium Advisors LLC	17.69K	Mar 31, 26	--	0.10%
Global Assets Advisory, LLC	17.40K	Mar 31, 26	+9.22K	0.10%
HBW Advisory Services LLC	17.08K	Mar 31, 26	-3.70K	0.09%
Valtinson Bruner Financial Planning LLC	16.92K	Mar 31, 26	-296	0.09%
ATTICUS WEALTH MANAGEMENT, LLC	16.64K	Mar 31, 26	-3.20K	0.09%
WealthPLAN Partners, LLC	16.14K	Mar 31, 26	+1.80K	0.09%
Ascent Wealth Partners, LLC	16.12K	Mar 31, 26	--	0.09%
FIDUCIARY FINANCIAL GROUP, LLC	15.96K	Mar 31, 26	--	0.09%
SeaCrest Wealth Management, LLC	15.19K	Mar 31, 26	--	0.08%
Orion Capital Management LLC	14.14K	Mar 31, 26	-500	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	14.13K	Mar 31, 26	--	0.08%
Fidelis Capital Partners, LLC	14.03K	Mar 31, 26	--	0.08%
RETIREMENT INCOME SOLUTIONS, INC	13.54K	Mar 31, 26	--	0.07%
Dakota Wealth Management	13.10K	Mar 31, 26	+13.10K	0.07%
MGO ONE SEVEN LLC	12.89K	Mar 31, 26	-3.97K	0.07%
Compass Advisory Group LLC	12.84K	Mar 31, 26	--	0.07%
CHAPMAN FINANCIAL GROUP, LLC	12.81K	Mar 31, 26	-1.93K	0.07%
Focus Financial Network, Inc.	12.32K	Mar 31, 26	-1.33K	0.07%
Sequoia Financial Advisors, LLC	12.32K	Mar 31, 26	-80	0.07%
Keystone Wealth Services, LLC	12.09K	Mar 31, 26	-1.44K	0.07%
Annis Gardner Whiting Capital Advisors, LLC	12.00K	Mar 31, 26	--	0.07%
Wood Tarver Financial Group, LLC	11.99K	Mar 31, 26	--	0.07%
SAGESPRING WEALTH PARTNERS, LLC	11.70K	Mar 31, 26	-60	0.06%
Garden State Investment Advisory Services LLC	11.60K	Mar 31, 26	-75	0.06%
Clay Northam Wealth Management, LLC	11.52K	Mar 31, 26	--	0.06%
SILVER OAK SECURITIES, INCORPORATED	11.34K	Mar 31, 26	--	0.06%
WorthPointe, LLC	11.27K	Mar 31, 26	-34.81K	0.06%
Blue Zone Wealth Advisors, LLC	11.06K	Mar 31, 26	-9.52K	0.06%
Sound View Wealth Advisors Group, LLC	10.85K	Mar 31, 26	-371	0.06%
AssuredPartners Investment Advisors, LLC	10.67K	Mar 31, 26	-2.14K	0.06%
Integrated Wealth Concepts LLC	10.24K	Mar 31, 26	+10.24K	0.06%
MILESTONE ASSET MANAGEMENT, LLC	9.44K	Mar 31, 26	-705	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	9.39K	Mar 31, 26	+9.39K	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	9.38K	Mar 31, 26	--	0.05%
Galvin, Gaustad & Stein, LLC	9.35K	Mar 31, 26	-159	0.05%
Americana Partners, LLC	9.10K	Mar 31, 26	+9.10K	0.05%
BIP Wealth, LLC	9.05K	Mar 31, 26	-2.85K	0.05%
Ausdal Financial Partners, Inc.	9.04K	Mar 31, 26	+1.35K	0.05%
Waterloo Capital, L.P.	9.00K	Mar 31, 26	-11.10K	0.05%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	9.00K	Mar 31, 26	--	0.05%
Financial Network Wealth Advisors LLC	8.76K	Mar 31, 26	-112	0.05%
INTEGRAL INVESTMENT ADVISORS, INC.	8.69K	Mar 31, 26	--	0.05%
BCGM Wealth Management, LLC	8.19K	Mar 31, 26	--	0.04%
PRINCIPAL SECURITIES, INC.	8.12K	Mar 31, 26	-54.82K	0.04%
CITADEL ADVISORS LLC	7.92K	Mar 31, 26	-11.16K	0.04%
JPMORGAN CHASE & CO	7.85K	Mar 31, 26	+5.73K	0.04%
Ambassador Advisors, LLC	7.85K	Mar 31, 26	-1.74K	0.04%
Inspire Advisors, LLC	7.77K	Mar 31, 26	+7.77K	0.04%
Visionary Wealth Advisors	7.59K	Mar 31, 26	-739	0.04%
U.S. Capital Wealth Advisors, LLC	7.54K	Mar 31, 26	+1.27K	0.04%
CITY HOLDING CO	7.43K	Mar 31, 26	-151	0.04%
SRS Capital Advisors, Inc.	7.40K	Mar 31, 26	+85	0.04%
Madison Wealth Partners, Inc	7.39K	Mar 31, 26	-155	0.04%
Sequent Planning LLC	7.38K	Mar 31, 26	-15	0.04%
Beacon Financial Advisory LLC	7.23K	Mar 31, 26	-300	0.04%
Cypress Wealth Services, LLC	7.11K	Mar 31, 26	--	0.04%
Seros Financial, LLC	6.93K	Mar 31, 26	--	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	6.74K	Mar 31, 26	+1.04K	0.04%
Advyzon Investment Management, LLC	6.59K	Mar 31, 26	+588	0.04%
Envestnet Portfolio Solutions, Inc.	6.58K	Mar 31, 26	-46	0.04%
Cape Investment Advisory, Inc.	6.49K	Mar 31, 26	--	0.04%
Ashton Thomas Private Wealth, LLC	6.22K	Mar 31, 26	+165	0.03%
Weaver Capital Management LLC	6.10K	Mar 31, 26	-4	0.03%
RETIREMENT GUYS FORMULA LLC	5.86K	Mar 31, 26	-393	0.03%
Bernard Wealth Management Corp.	5.67K	Mar 31, 26	-11	0.03%
McAdam, LLC	5.46K	Mar 31, 26	--	0.03%
Mariner, LLC	5.35K	Mar 31, 26	-9.41K	0.03%
Stirlingshire Investments, Inc.	5.32K	Mar 31, 26	-349	0.03%
Long Island Wealth Management, Inc.	5.30K	Mar 31, 26	--	0.03%
Bluesphere Advisors, LLC	5.29K	Mar 31, 26	-637	0.03%
IMG Wealth Management, Inc.	5.09K	Mar 31, 26	--	0.03%
Catalina Capital Group, LLC	5.09K	Mar 31, 26	+5.09K	0.03%
Goldstein Advisors, LLC	5.04K	Mar 31, 26	+5.04K	0.03%
Global Wealth Strategies & Associates	4.99K	Mar 31, 26	-992	0.03%
MORGAN STANLEY	3.47K	Mar 31, 26	+2.20K	0.02%
BlackRock, Inc.	3.21K	Mar 31, 26	+3.21K	0.02%
WealthShield Partners, LLC	2.82K	Mar 31, 26	--	0.02%
GHP Investment Advisors, Inc.	2.75K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	2.50K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	2.19K	Mar 31, 26	--	0.01%
Wagner Wealth Management, LLC	2.00K	Mar 31, 26	--	0.01%
Integrity Financial Corp /WA	1.67K	Mar 31, 26	-1.89K	0.01%
Capital Analysts, LLC	1.07K	Mar 31, 26	-34	0.01%
Rockefeller Capital Management L.P.	852	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	787	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	600	Mar 31, 26	-1.64K	0.00%
Clearstead Advisors, LLC	409	Mar 31, 26	-2.24K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	356	Mar 31, 26	+156	0.00%
Anfield Capital Management, LLC	340	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	290	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	25	Mar 31, 26	--	0.00%
UBS Group AG	--	Mar 31, 26	-569	--
AlphaStar Capital Management, LLC	--	Mar 31, 26	-16.39K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-1.45K	--
BARCLAYS PLC	--	Mar 31, 26	-2.34K	--
JT Stratford LLC	--	Mar 31, 26	-14.29K	--
PFG Advisors	--	Mar 31, 26	-5.30K	--
MBL Wealth, LLC	--	Mar 31, 26	-6.10K	--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	--	Mar 31, 26	-14.35K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-8.72K	--
HOHIMER WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-6.62K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-2.17K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-26.31K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-5.95K	--
WEBSTERROGERS FINANCIAL ADVISORS, LLC	--	Mar 31, 26	-6.21K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-10.57K	--
ROTHSCHILD INVESTMENT LLC	--	Mar 31, 26	-92	--
HRT FINANCIAL LP	--	Mar 31, 26	-5.28K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-10.29K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-11.68K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-1.15K	--
Compass Financial Services Inc	--	Mar 31, 26	-187	--
Motiv8 Investments LLC	147.42K	Dec 31, 25	-45.45K	0.81%
Main Street Financial Solutions, LLC	16.46K	Dec 31, 25	--	0.09%
Schulz Wealth, LTD.	15.52K	Dec 31, 25	--	0.08%
SageView Advisory Group, LLC	1.89K	Dec 31, 25	+1.89K	0.01%
Global Retirement Partners, LLC	430	Dec 31, 25	--	0.00%
Bullseye Investment Management, LLC	37.03K	Sep 30, 25	--	0.20%
SMITH SHELLNUT WILSON LLC /ADV	7.90K	Sep 30, 25	-7.50K	0.04%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-142.61K	--
Atria Wealth Solutions, Inc.	36.89K	Jun 30, 25	+7.77K	0.20%
AVANTAX ADVISORY SERVICES, INC.	27.15K	Jun 30, 25	+5.12K	0.15%
Orion Portfolio Solutions, LLC	187.82K	Mar 31, 25	+3.28K	1.03%
Heritage Wealth Partners, LLC	74.11K	Mar 31, 25	+74.11K	0.41%
Sugarloaf Wealth Management, LLC	30.35K	Dec 31, 24	--	0.17%
Riggs Capital Management LLC	12.00K	Dec 31, 24	+12.00K	0.07%
Raymond James Financial Services Advisors, Inc.	307.74K	Sep 30, 24	+866	1.68%
RAYMOND JAMES & ASSOCIATES	51.79K	Sep 30, 24	-2.13K	0.28%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-21.72K	--
Relative Value Partners Group, LLC	60.62K	Jun 30, 24	+60.62K	0.33%
BENJAMIN F. EDWARDS & COMPANY, INC.	8.87K	Jun 30, 24	+990	0.05%
Strategic Wealth Partners Group LLC	233.21K	Mar 31, 24	+135.32K	1.27%
Cetera Advisor Networks LLC	104.84K	Mar 31, 24	+8.88K	0.57%
Cetera Advisors LLC	83.48K	Mar 31, 24	-19.48K	0.46%
InterOcean Capital Group, LLC	11.80K	Mar 31, 24	-4.10K	0.06%
FOCUS FINANCIAL NETWORK INC /ADV	9.77K	Dec 31, 23	+9.77K	0.05%
BEDEL FINANCIAL CONSULTING INC	250.50K	Sep 30, 23	+250.50K	1.37%
Sutton Wealth Advisors Inc.	25.84K	Sep 30, 23	--	0.14%
Steward Financial Group LLC	3.47K	Sep 30, 23	--	0.02%
Financial Architects, Inc	29.30K	Jun 30, 23	+18.20K	0.16%
Karp Capital Management Corp	10.47K	Sep 30, 22	-519.82K	0.06%
Covington Capital Management	3.50K	Sep 30, 22	--	0.02%
B. Riley Wealth Management, Inc.	25.51K	Jun 30, 22	+613	0.14%
Dixon Hughes Goodman Wealth Advisors LLC	243.86K	Mar 31, 22	+203.88K	1.33%
NEXT Financial Group, Inc	--	Dec 31, 21	-9.78K	--
Ameritas Investment Company, LLC	34.93K	Sep 30, 21	-421	0.19%
Hochman Cole Investment Advisors, Inc.	33.25K	Sep 30, 21	+33.25K	0.18%
Hoover Financial Advisors, Inc.	651.72K	Jun 30, 21	+9.78K	3.56%
OLD MISSION CAPITAL, LLC	64.06K	Dec 31, 20	+64.06K	0.35%
Stearns Financial Services Group	1.26M	Sep 30, 20	-12.56K	6.89%
First Allied Advisory Services, Inc.	17.45K	Sep 30, 20	-407	0.10%
ACCURATE INVESTMENT SOLUTIONS, INC.	1.15K	Mar 31, 20	+1.15K	0.01%
Advisor Group, Inc.	199.77K	Dec 31, 19	-75.60K	1.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	--	Dec 31, 19	-116.26K	--

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

2.40M

Mar 31, 26

+185.71K

13.12%

Penserra Capital Management LLC

1.68M

Mar 31, 26

+95.27K

9.20%

ADVISOR GROUP HOLDINGS, INC.

583.89K

Mar 31, 26

-141.63K

3.19%

Colony Group, LLC

458.90K

Mar 31, 26

+166.24K

2.51%

Miracle Mile Advisors, LLC

415.76K

Mar 31, 26

-57.76K

2.27%

ENVESTNET ASSET MANAGEMENT INC

360.07K

Mar 31, 26

+48.12K

1.97%

LPL Financial LLC

314.74K

Mar 31, 26

+18.29K

1.72%

COMMONWEALTH EQUITY SERVICES, LLC

313.01K

Mar 31, 26

-2.60K

1.71%

Janney Montgomery Scott LLC

303.26K

Mar 31, 26

+6.14K

1.66%

RAYMOND JAMES FINANCIAL INC

299.22K

Mar 31, 26

+6.59K

1.64%

Cetera Investment Advisers

274.94K

Mar 31, 26

-8.23K

1.50%

HighTower Advisors, LLC

271.86K

Mar 31, 26

+5.51K

1.49%

CWM, LLC

262.74K

Mar 31, 26

-7.96K

1.44%

Cambridge Investment Research Advisors, Inc.

253.48K

Mar 31, 26

+85.99K

1.39%

BLAIR WILLIAM & CO/IL

252.34K

Mar 31, 26

-6.91K

1.38%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

250.25K

Mar 31, 26

+192.11K

1.37%

Bedel Financial Consulting, Inc.

235.93K

Mar 31, 26

-994

1.29%

Beacon Pointe Advisors, LLC

219.78K

Mar 31, 26

+69.41K

1.20%

Southland Equity Partners LLC

211.77K

Mar 31, 26

-1.07K

1.16%

Bellwether Advisors, LLC

211.43K

Mar 31, 26

+2.08K

1.16%

AA Financial Advisors, LLC

206.50K

Mar 31, 26

-4.08K

1.13%

Brinker Capital Investments, LLC

195.17K

Mar 31, 26

-18.33K

1.07%

Tradition Wealth Management, LLC

182.13K

Mar 31, 26

-19.90K

1.00%

Triad Wealth Partners, LLC

172.04K

Mar 31, 26

+36.79K

0.94%

Brookstone Capital Management

154.04K

Mar 31, 26

-16.56K

0.84%

Kestra Advisory Services, LLC

148.91K

Mar 31, 26

-6.72K

0.81%

GILL CAPITAL PARTNERS, LLC

144.49K

Mar 31, 26

-343

0.79%

TRUIST FINANCIAL CORP

144.18K

Mar 31, 26

+809

0.79%

FORVIS Wealth Advisors, LLC

133.37K

Mar 31, 26

-24.37K

0.73%

Talon Private Wealth, LLC

130.89K

Mar 31, 26

+130.89K

0.72%

Signal Advisors Wealth, LLC

130.89K

Mar 31, 26

+25.80K

0.72%

Sentinus, LLC

128.64K

Mar 31, 26

+2.31K

0.70%

Elmwood Wealth Management, Inc.

127.90K

Mar 31, 26

+2.85K

0.70%

MML INVESTORS SERVICES, LLC

122.17K

Mar 31, 26

-55.77K

0.67%

WPWealth LLP

117.41K

Mar 31, 26

+55.43K

0.64%

Pinnacle Wealth Management Group, Inc.

112.51K

Mar 31, 26

-1.19K

0.62%

CoreCap Advisors, LLC

107.07K

Mar 31, 26

+15.23K

0.59%

Nikulski Financial, Inc.

89.00K

Mar 31, 26

-3.00K

0.49%

Steward Partners Investment Advisory, LLC

84.16K

Mar 31, 26

+79.92K

0.46%

FOUNDERS FINANCIAL SECURITIES LLC

82.39K

Mar 31, 26

+13.08K

0.45%

Pensionmark Financial Group, LLC

81.14K

Mar 31, 26

+9.54K

0.44%

CRA Financial Services, LLC

77.59K

Mar 31, 26

+775

0.42%

HARBOUR INVESTMENTS, INC.

74.76K

Mar 31, 26

+3.62K

0.41%

Patriot Financial Group Insurance Agency, LLC

71.69K

Mar 31, 26

+35.44K

0.39%

Diligent Investors, LLC

71.18K

Mar 31, 26

-197

0.39%

KFG WEALTH MANAGEMENT, LLC

70.97K

Mar 31, 26

+1.40K

0.39%

Farther Finance Advisors, LLC

70.29K

Mar 31, 26

+8.67K

0.38%

MAI Capital Management

69.83K

Mar 31, 26

-11.53K

0.38%

CORRADO ADVISORS, LLC

64.37K

Mar 31, 26

-1.98K

0.35%

AdvisorNet Financial, Inc

62.69K

Mar 31, 26

0.34%

CreativeOne Wealth, LLC

60.23K

Mar 31, 26

+5.74K

0.33%

LeClair Wealth Partners LLC

53.80K

Mar 31, 26

+53.80K

0.29%

Cerity Partners LLC

50.52K

Mar 31, 26

+38.55K

0.28%

Advisory Alpha, LLC

49.59K

Mar 31, 26

-14.66K

0.27%

NewEdge Advisors, LLC

47.41K

Mar 31, 26

-892

0.26%

Atria Investments, Inc

47.38K

Mar 31, 26

+1.72K

0.26%

SFMG, LLC

47.30K

Mar 31, 26

-634

0.26%

Cresset Asset Management, LLC

47.15K

Mar 31, 26

-27.98K

0.26%

BCS Wealth Management

45.98K

Mar 31, 26

-47.90K

0.25%

Trek Financial, LLC

45.48K

Mar 31, 26

+1.73K

0.25%

Resources Investment Advisors, LLC.

43.84K

Mar 31, 26

-3.44K

0.24%

Mutual Advisors, LLC

42.10K

Mar 31, 26

-2.55K

0.23%

CAPTRUST FINANCIAL ADVISORS

41.75K

Mar 31, 26

-305

0.23%

BENJAMIN EDWARDS INC

40.91K

Mar 31, 26

+1.16K

0.22%

Apollon Wealth Management, LLC

39.07K

Mar 31, 26

+256

0.21%

EVERMAY WEALTH MANAGEMENT LLC

37.81K

Mar 31, 26

-77

0.21%

Creative Planning

35.89K

Mar 31, 26

+30.67K

0.20%

Castle Rock Wealth Management, LLC

34.58K

Mar 31, 26

0.19%

DHJJ Financial Advisors, Ltd.

33.91K

Mar 31, 26

-945

0.19%

Advisory Services Network, LLC

33.13K

Mar 31, 26

+1.65K

0.18%

Chris Bulman Inc

33.07K

Mar 31, 26

+49

0.18%

RED CRANE WEALTH MANAGEMENT, LLC

32.58K

Mar 31, 26

-15.83K

0.18%

CENTAURUS FINANCIAL, INC.

32.46K

Mar 31, 26

-7.89K

0.18%

RFG Advisory, LLC

32.02K

Mar 31, 26

-445

0.18%

Jacobi Capital Management LLC

31.25K

Mar 31, 26

0.17%

Straight Path Wealth Management

30.58K

Mar 31, 26

+476

0.17%

Spire Wealth Management

29.32K

Mar 31, 26

-69

0.16%

Merit Financial Group, LLC

28.64K

Mar 31, 26

-1.53K

0.16%

WealthPlan Investment Management, LLC

27.08K

Mar 31, 26

+73

0.15%

IFP Advisors, Inc

27.06K

Mar 31, 26

-5.74K

0.15%

AE Wealth Management LLC

26.64K

Mar 31, 26

+760

0.15%

FSA Advisors, Inc.

26.23K

Mar 31, 26

-771

0.14%

HB Wealth Management, LLC

25.25K

Mar 31, 26

+25.25K

0.14%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

24.89K

Mar 31, 26

-451

0.14%

Continuum Advisory, LLC

24.74K

Mar 31, 26

-469

0.14%

Vantage Point Financial LLC

24.06K

Mar 31, 26

-20.10K

0.13%

Foundations Investment Advisors, LLC

23.68K

Mar 31, 26

-2.01K

0.13%

Lineweaver Wealth Advisors, LLC

22.93K

Mar 31, 26

0.13%

Valmark Advisers, Inc.

22.90K

Mar 31, 26

-15.52K

0.13%

Wealth Alliance

22.62K

Mar 31, 26

-1.21K

0.12%

Weaver Consulting Group

22.14K

Mar 31, 26

-431

0.12%

Atomi Financial Group, Inc.

21.80K

Mar 31, 26

+171

0.12%

Quest 10 Wealth Builders, Inc.

21.73K

Mar 31, 26

-332

0.12%

Collaborative Wealth Managment Inc.

21.18K

Mar 31, 26

0.12%

Arkadios Wealth Advisors

20.35K

Mar 31, 26

+4.66K

0.11%

Concurrent Investment Advisors, LLC

20.32K

Mar 31, 26

+230

0.11%

Outlook Wealth Advisors, LLC

20.06K

Mar 31, 26

-3.40K

0.11%

Belpointe Asset Management LLC

19.88K

Mar 31, 26

-4.82K

0.11%

City Center Advisors, LLC

19.38K

Mar 31, 26

+41

0.11%

Encompass More Asset Management

19.25K

Mar 31, 26

-32.45K

0.11%

INDEPENDENT FINANCIAL GROUP, LLC

18.84K

Mar 31, 26

-1.00K

0.10%

YARGER WEALTH STRATEGIES, LLC

18.62K

Mar 31, 26

-271

0.10%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

18.46K

Mar 31, 26

-1.10K

0.10%

Cornerstone Wealth Group, LLC

17.94K

Mar 31, 26

-4.62K

0.10%

Phoenix Holdings Ltd.

17.87K

Mar 31, 26

-1.84K

0.10%

Per Stirling Capital Management, LLC.

17.79K

Mar 31, 26

+1.48K

0.10%

Helium Advisors LLC

17.69K

Mar 31, 26

0.10%

Global Assets Advisory, LLC

17.40K

Mar 31, 26

+9.22K

0.10%

HBW Advisory Services LLC

17.08K

Mar 31, 26

-3.70K

0.09%

Valtinson Bruner Financial Planning LLC

16.92K

Mar 31, 26

-296

0.09%

ATTICUS WEALTH MANAGEMENT, LLC

16.64K

Mar 31, 26

-3.20K

0.09%

WealthPLAN Partners, LLC

16.14K

Mar 31, 26

+1.80K

0.09%

Ascent Wealth Partners, LLC

16.12K

Mar 31, 26

0.09%

FIDUCIARY FINANCIAL GROUP, LLC

15.96K

Mar 31, 26

0.09%

SeaCrest Wealth Management, LLC

15.19K

Mar 31, 26

0.08%

Orion Capital Management LLC

14.14K

Mar 31, 26

-500

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

14.13K

Mar 31, 26

0.08%

Fidelis Capital Partners, LLC

14.03K

Mar 31, 26

0.08%

RETIREMENT INCOME SOLUTIONS, INC

13.54K

Mar 31, 26

0.07%

Dakota Wealth Management

13.10K

Mar 31, 26

+13.10K

0.07%

MGO ONE SEVEN LLC

12.89K

Mar 31, 26

-3.97K

0.07%

Compass Advisory Group LLC

12.84K

Mar 31, 26

0.07%

CHAPMAN FINANCIAL GROUP, LLC

12.81K

Mar 31, 26

-1.93K

0.07%

Focus Financial Network, Inc.

12.32K

Mar 31, 26

-1.33K

0.07%

Sequoia Financial Advisors, LLC

12.32K

Mar 31, 26

-80

0.07%

Keystone Wealth Services, LLC

12.09K

Mar 31, 26

-1.44K

0.07%

Annis Gardner Whiting Capital Advisors, LLC

12.00K

Mar 31, 26

0.07%

Wood Tarver Financial Group, LLC

11.99K

Mar 31, 26

0.07%

SAGESPRING WEALTH PARTNERS, LLC

11.70K

Mar 31, 26

-60

0.06%

Garden State Investment Advisory Services LLC

11.60K

Mar 31, 26

-75

0.06%

Clay Northam Wealth Management, LLC

11.52K

Mar 31, 26

0.06%

SILVER OAK SECURITIES, INCORPORATED

11.34K

Mar 31, 26

0.06%

WorthPointe, LLC

11.27K

Mar 31, 26

-34.81K

0.06%

Blue Zone Wealth Advisors, LLC

11.06K

Mar 31, 26

-9.52K

0.06%

Sound View Wealth Advisors Group, LLC

10.85K

Mar 31, 26

-371

0.06%

AssuredPartners Investment Advisors, LLC

10.67K

Mar 31, 26

-2.14K

0.06%

Integrated Wealth Concepts LLC

10.24K

Mar 31, 26

+10.24K

0.06%

MILESTONE ASSET MANAGEMENT, LLC

9.44K

Mar 31, 26

-705

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

9.39K

Mar 31, 26

+9.39K

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.38K

Mar 31, 26

0.05%

Galvin, Gaustad & Stein, LLC

9.35K

Mar 31, 26

-159

0.05%

Americana Partners, LLC

9.10K

Mar 31, 26

+9.10K

0.05%

BIP Wealth, LLC

9.05K

Mar 31, 26

-2.85K

0.05%

Ausdal Financial Partners, Inc.

9.04K

Mar 31, 26

+1.35K

0.05%

Waterloo Capital, L.P.

9.00K

Mar 31, 26

-11.10K

0.05%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

9.00K

Mar 31, 26

0.05%

Financial Network Wealth Advisors LLC

8.76K

Mar 31, 26

-112

0.05%

INTEGRAL INVESTMENT ADVISORS, INC.

8.69K

Mar 31, 26

0.05%

BCGM Wealth Management, LLC

8.19K

Mar 31, 26

0.04%

PRINCIPAL SECURITIES, INC.

8.12K

Mar 31, 26

-54.82K

0.04%

CITADEL ADVISORS LLC

7.92K

Mar 31, 26

-11.16K

0.04%

JPMORGAN CHASE & CO

7.85K

Mar 31, 26

+5.73K

0.04%

Ambassador Advisors, LLC

7.85K

Mar 31, 26

-1.74K

0.04%

Inspire Advisors, LLC

7.77K

Mar 31, 26

+7.77K

0.04%

Visionary Wealth Advisors

7.59K

Mar 31, 26

-739

0.04%

U.S. Capital Wealth Advisors, LLC

7.54K

Mar 31, 26

+1.27K

0.04%

CITY HOLDING CO

7.43K

Mar 31, 26

-151

0.04%

SRS Capital Advisors, Inc.

7.40K

Mar 31, 26

+85

0.04%

Madison Wealth Partners, Inc

7.39K

Mar 31, 26

-155

0.04%

Sequent Planning LLC

7.38K

Mar 31, 26

-15

0.04%

Beacon Financial Advisory LLC

7.23K

Mar 31, 26

-300

0.04%

Cypress Wealth Services, LLC

7.11K

Mar 31, 26

0.04%

Seros Financial, LLC

6.93K

Mar 31, 26

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

6.74K

Mar 31, 26

+1.04K

0.04%

Advyzon Investment Management, LLC

6.59K

Mar 31, 26

+588

0.04%

Envestnet Portfolio Solutions, Inc.

6.58K

Mar 31, 26

-46

0.04%

Cape Investment Advisory, Inc.

6.49K

Mar 31, 26

0.04%

Ashton Thomas Private Wealth, LLC

6.22K

Mar 31, 26

+165

0.03%

Weaver Capital Management LLC

6.10K

Mar 31, 26

-4

0.03%

RETIREMENT GUYS FORMULA LLC

5.86K

Mar 31, 26

-393

0.03%

Bernard Wealth Management Corp.

5.67K

Mar 31, 26

-11

0.03%

McAdam, LLC

5.46K

Mar 31, 26

0.03%

Mariner, LLC

5.35K

Mar 31, 26

-9.41K

0.03%

Stirlingshire Investments, Inc.

5.32K

Mar 31, 26

-349

0.03%

Long Island Wealth Management, Inc.

5.30K

Mar 31, 26

0.03%

Bluesphere Advisors, LLC

5.29K

Mar 31, 26

-637

0.03%

IMG Wealth Management, Inc.

5.09K

Mar 31, 26

0.03%

Catalina Capital Group, LLC

5.09K

Mar 31, 26

+5.09K

0.03%

Goldstein Advisors, LLC

5.04K

Mar 31, 26

+5.04K

0.03%

Global Wealth Strategies & Associates

4.99K

Mar 31, 26

-992

0.03%

MORGAN STANLEY

3.47K

Mar 31, 26

+2.20K

0.02%

BlackRock, Inc.

3.21K

Mar 31, 26

+3.21K

0.02%

WealthShield Partners, LLC

2.82K

Mar 31, 26

0.02%

GHP Investment Advisors, Inc.

2.75K

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

2.50K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

2.19K

Mar 31, 26

0.01%

Wagner Wealth Management, LLC

2.00K

Mar 31, 26

0.01%

Integrity Financial Corp /WA

1.67K

Mar 31, 26

-1.89K

0.01%

Capital Analysts, LLC

1.07K

Mar 31, 26

-34

0.01%

Rockefeller Capital Management L.P.

852

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

787

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

600

Mar 31, 26

-1.64K

0.00%

Clearstead Advisors, LLC

409

Mar 31, 26

-2.24K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

356

Mar 31, 26

+156

0.00%

Anfield Capital Management, LLC

340

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

290

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

-569

AlphaStar Capital Management, LLC

Mar 31, 26

-16.39K

Jessup Wealth Management, Inc

Mar 31, 26

-1.45K

BARCLAYS PLC

Mar 31, 26

-2.34K

JT Stratford LLC

Mar 31, 26

-14.29K

PFG Advisors

Mar 31, 26

-5.30K

MBL Wealth, LLC

Mar 31, 26

-6.10K

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Mar 31, 26

-14.35K

Arete Wealth Advisors, LLC

Mar 31, 26

-8.72K

HOHIMER WEALTH MANAGEMENT, LLC

Mar 31, 26

-6.62K

OPTIMA CAPITAL LLC

Mar 31, 26

-2.17K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-26.31K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-5.95K

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Mar 31, 26

-6.21K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-10.57K

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

-92

HRT FINANCIAL LP

Mar 31, 26

-5.28K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-10.29K

Ameritas Advisory Services, LLC

Mar 31, 26

-11.68K

Lloyd Advisory Services, LLC.

Mar 31, 26

-1.15K

Compass Financial Services Inc

Mar 31, 26

-187

Motiv8 Investments LLC

147.42K

Dec 31, 25

-45.45K

0.81%

Main Street Financial Solutions, LLC

16.46K

Dec 31, 25

0.09%

Schulz Wealth, LTD.

15.52K

Dec 31, 25

0.08%

SageView Advisory Group, LLC

1.89K

Dec 31, 25

+1.89K

0.01%

Global Retirement Partners, LLC

430

Dec 31, 25

0.00%

Bullseye Investment Management, LLC

37.03K

Sep 30, 25

0.20%

SMITH SHELLNUT WILSON LLC /ADV

7.90K

Sep 30, 25

-7.50K

0.04%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-142.61K

Atria Wealth Solutions, Inc.

36.89K

Jun 30, 25

+7.77K

0.20%

AVANTAX ADVISORY SERVICES, INC.

27.15K

Jun 30, 25

+5.12K

0.15%

Orion Portfolio Solutions, LLC

187.82K

Mar 31, 25

+3.28K

1.03%

Heritage Wealth Partners, LLC

74.11K

Mar 31, 25

+74.11K

0.41%

Sugarloaf Wealth Management, LLC

30.35K

Dec 31, 24

0.17%

Riggs Capital Management LLC

12.00K

Dec 31, 24

+12.00K

0.07%

Raymond James Financial Services Advisors, Inc.

307.74K

Sep 30, 24

+866

1.68%

RAYMOND JAMES & ASSOCIATES

51.79K

Sep 30, 24

-2.13K

0.28%

Pillar Wealth Advisors, LLC

Sep 30, 24

-21.72K

Relative Value Partners Group, LLC

60.62K

Jun 30, 24

+60.62K

0.33%

BENJAMIN F. EDWARDS & COMPANY, INC.

8.87K

Jun 30, 24

+990

0.05%

Strategic Wealth Partners Group LLC

233.21K

Mar 31, 24

+135.32K

1.27%

Cetera Advisor Networks LLC

104.84K

Mar 31, 24

+8.88K

0.57%

Cetera Advisors LLC

83.48K

Mar 31, 24

-19.48K

0.46%

InterOcean Capital Group, LLC

11.80K

Mar 31, 24

-4.10K

0.06%

FOCUS FINANCIAL NETWORK INC /ADV

9.77K

Dec 31, 23

+9.77K

0.05%

BEDEL FINANCIAL CONSULTING INC

250.50K

Sep 30, 23

+250.50K

1.37%

Sutton Wealth Advisors Inc.

25.84K

Sep 30, 23

0.14%

Steward Financial Group LLC

3.47K

Sep 30, 23

0.02%

Financial Architects, Inc

29.30K

Jun 30, 23

+18.20K

0.16%

Karp Capital Management Corp

10.47K

Sep 30, 22

-519.82K

0.06%

Covington Capital Management

3.50K

Sep 30, 22

0.02%

B. Riley Wealth Management, Inc.

25.51K

Jun 30, 22

+613

0.14%

Dixon Hughes Goodman Wealth Advisors LLC

243.86K

Mar 31, 22

+203.88K

1.33%

NEXT Financial Group, Inc

Dec 31, 21

-9.78K

Ameritas Investment Company, LLC

34.93K

Sep 30, 21

-421

0.19%

Hochman Cole Investment Advisors, Inc.

33.25K

Sep 30, 21

+33.25K

0.18%

Hoover Financial Advisors, Inc.

651.72K

Jun 30, 21

+9.78K

3.56%

OLD MISSION CAPITAL, LLC

64.06K

Dec 31, 20

+64.06K

0.35%

Stearns Financial Services Group

1.26M

Sep 30, 20

-12.56K

6.89%

First Allied Advisory Services, Inc.

17.45K

Sep 30, 20

-407

0.10%

ACCURATE INVESTMENT SOLUTIONS, INC.

1.15K

Mar 31, 20

+1.15K

0.01%

Advisor Group, Inc.

199.77K

Dec 31, 19

-75.60K

1.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

Dec 31, 19

-116.26K