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

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

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$42.93—

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PAPR(PAPR)

PAPR

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

Institutional Ownership

Top 282 Institutional Holders

Holder	Shares	Date	Change	% Held
Penserra Capital Management LLC	1.72M	Jun 30, 26	+40.23K	9.42%
Allworth Financial LP	806.55K	Jun 30, 26	+806.55K	4.41%
Colony Group, LLC	438.31K	Jun 30, 26	-20.58K	2.40%
LPL Financial LLC	387.68K	Jun 30, 26	+72.94K	2.12%
ENVESTNET ASSET MANAGEMENT INC	384.55K	Jun 30, 26	+24.49K	2.10%
Miracle Mile Advisors, LLC	383.21K	Jun 30, 26	-32.55K	2.09%
BLAIR WILLIAM & CO/IL	351.28K	Jun 30, 26	+98.94K	1.92%
Kestra Advisory Services, LLC	327.19K	Jun 30, 26	+178.28K	1.79%
Janney Montgomery Scott LLC	305.56K	Jun 30, 26	+2.30K	1.67%
HighTower Advisors, LLC	304.50K	Jun 30, 26	+32.65K	1.66%
Cetera Investment Advisers	279.84K	Jun 30, 26	+4.90K	1.53%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	272.49K	Jun 30, 26	+22.23K	1.49%
COMMONWEALTH EQUITY SERVICES, LLC	260.84K	Jun 30, 26	-52.18K	1.43%
Cambridge Investment Research Advisors, Inc.	254.09K	Jun 30, 26	+609	1.39%
Bedel Financial Consulting, Inc.	235.81K	Jun 30, 26	-119	1.29%
Southland Equity Partners LLC	211.37K	Jun 30, 26	-399	1.16%
US BANCORP \DE\	200.00K	Jun 30, 26	+200.00K	1.09%
AA Financial Advisors, LLC	198.25K	Jun 30, 26	-8.26K	1.08%
MML INVESTORS SERVICES, LLC	183.36K	Jun 30, 26	+61.19K	1.00%
Triad Wealth Partners, LLC	177.92K	Jun 30, 26	+5.88K	0.97%
Tradition Wealth Management, LLC	176.09K	Jun 30, 26	-6.04K	0.96%
Brookstone Capital Management	149.31K	Jun 30, 26	-4.72K	0.82%
TRUIST FINANCIAL CORP	130.37K	Jun 30, 26	-13.81K	0.71%
Signal Advisors Wealth, LLC	126.53K	Jun 30, 26	-4.36K	0.69%
Sentinus, LLC	125.83K	Jun 30, 26	-2.81K	0.69%
Elmwood Wealth Management, Inc.	123.86K	Jun 30, 26	-4.04K	0.68%
FORVIS Wealth Advisors, LLC	121.68K	Jun 30, 26	-11.69K	0.67%
CoreCap Advisors, LLC	114.08K	Jun 30, 26	+7.01K	0.62%
Pinnacle Wealth Management Group, Inc.	110.08K	Jun 30, 26	-2.42K	0.60%
CORRADO ADVISORS, LLC	105.35K	Jun 30, 26	+40.98K	0.58%
FOUNDERS FINANCIAL SECURITIES LLC	93.36K	Jun 30, 26	+10.97K	0.51%
KFG WEALTH MANAGEMENT, LLC	85.81K	Jun 30, 26	+14.83K	0.47%
WPWealth LLP	82.89K	Jun 30, 26	-34.52K	0.45%
Nikulski Financial, Inc.	81.82K	Jun 30, 26	-7.18K	0.45%
Farther Finance Advisors, LLC	80.21K	Jun 30, 26	+9.92K	0.44%
HARBOUR INVESTMENTS, INC.	77.25K	Jun 30, 26	+2.48K	0.42%
CRA Financial Services, LLC	76.98K	Jun 30, 26	-610	0.42%
Advisory Alpha, LLC	75.97K	Jun 30, 26	+26.38K	0.42%
Diligent Investors, LLC	70.78K	Jun 30, 26	-405	0.39%
CreativeOne Wealth, LLC	65.32K	Jun 30, 26	+5.09K	0.36%
AdvisorNet Financial, Inc	62.51K	Jun 30, 26	-180	0.34%
Simplicity Wealth,LLC	52.28K	Jun 30, 26	+52.28K	0.29%
NewEdge Advisors, LLC	52.01K	Jun 30, 26	+4.60K	0.28%
Trek Financial, LLC	50.56K	Jun 30, 26	+5.08K	0.28%
HB Wealth Management, LLC	47.55K	Jun 30, 26	+22.31K	0.26%
Resources Investment Advisors, LLC.	47.52K	Jun 30, 26	+3.67K	0.26%
Atria Investments, Inc	45.97K	Jun 30, 26	-1.42K	0.25%
BCS Wealth Management	45.52K	Jun 30, 26	-456	0.25%
CAPTRUST FINANCIAL ADVISORS	42.63K	Jun 30, 26	+876	0.23%
SFMG, LLC	42.48K	Jun 30, 26	-4.81K	0.23%
BENJAMIN EDWARDS INC	40.39K	Jun 30, 26	-525	0.22%
Creative Planning	40.36K	Jun 30, 26	+4.47K	0.22%
Apollon Wealth Management, LLC	38.70K	Jun 30, 26	-374	0.21%
Patriot Financial Group Insurance Agency, LLC	38.34K	Jun 30, 26	-33.34K	0.21%
EVERMAY WEALTH MANAGEMENT LLC	37.59K	Jun 30, 26	-220	0.21%
Castle Rock Wealth Management, LLC	34.11K	Jun 30, 26	-470	0.19%
Chris Bulman Inc	34.05K	Jun 30, 26	+977	0.19%
AE Wealth Management LLC	33.04K	Jun 30, 26	+6.41K	0.18%
RED CRANE WEALTH MANAGEMENT, LLC	32.87K	Jun 30, 26	+290	0.18%
Dakota Wealth Management	32.80K	Jun 30, 26	+19.70K	0.18%
DHJJ Financial Advisors, Ltd.	32.76K	Jun 30, 26	-1.15K	0.18%
Advisory Services Network, LLC	32.42K	Jun 30, 26	-718	0.18%
Jacobi Capital Management LLC	31.25K	Jun 30, 26	--	0.17%
Concurrent Investment Advisors, LLC	31.06K	Jun 30, 26	+10.74K	0.17%
Straight Path Wealth Management	31.03K	Jun 30, 26	+449	0.17%
RFG Advisory, LLC	30.48K	Jun 30, 26	-1.54K	0.17%
Lineweaver Wealth Advisors, LLC	30.48K	Jun 30, 26	+7.54K	0.17%
Spire Wealth Management	29.17K	Jun 30, 26	-155	0.16%
Merit Financial Group, LLC	28.37K	Jun 30, 26	-269	0.16%
WealthPlan Investment Management, LLC	28.00K	Jun 30, 26	+924	0.15%
IFP Advisors, Inc	27.71K	Jun 30, 26	+651	0.15%
Weaver Consulting Group	25.22K	Jun 30, 26	+3.08K	0.14%
Caprock Group, LLC	24.97K	Jun 30, 26	+24.97K	0.14%
Continuum Advisory, LLC	24.74K	Jun 30, 26	--	0.14%
FSA Advisors, Inc.	24.39K	Jun 30, 26	-1.83K	0.13%
Belpointe Asset Management LLC	24.36K	Jun 30, 26	+4.47K	0.13%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	23.86K	Jun 30, 26	-1.02K	0.13%
Wealth Alliance	23.62K	Jun 30, 26	+999	0.13%
Atomi Financial Group, Inc.	22.80K	Jun 30, 26	+999	0.12%
Valmark Advisers, Inc.	22.56K	Jun 30, 26	-341	0.12%
Quest 10 Wealth Builders, Inc.	21.91K	Jun 30, 26	+184	0.12%
Encompass More Asset Management	21.64K	Jun 30, 26	+2.38K	0.12%
SRS Capital Advisors, Inc.	21.50K	Jun 30, 26	+14.10K	0.12%
Phoenix Holdings Ltd.	21.25K	Jun 30, 26	+3.38K	0.12%
Arkadios Wealth Advisors	20.20K	Jun 30, 26	-152	0.11%
Outlook Wealth Advisors, LLC	20.06K	Jun 30, 26	--	0.11%
PRINCIPAL SECURITIES, INC.	19.55K	Jun 30, 26	+11.43K	0.11%
YARGER WEALTH STRATEGIES, LLC	19.20K	Jun 30, 26	+587	0.10%
Wood Tarver Financial Group, LLC	18.90K	Jun 30, 26	+6.91K	0.10%
City Center Advisors, LLC	18.80K	Jun 30, 26	-577	0.10%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	18.54K	Jun 30, 26	+83	0.10%
INDEPENDENT FINANCIAL GROUP, LLC	18.51K	Jun 30, 26	-333	0.10%
Collaborative Wealth Managment Inc.	18.29K	Jun 30, 26	-2.90K	0.10%
RIVERCHASE WEALTH MANAGEMENT, LLC	17.97K	Jun 30, 26	+8.57K	0.10%
Cornerstone Wealth Group, LLC	17.94K	Jun 30, 26	--	0.10%
Helium Advisors LLC	17.69K	Jun 30, 26	--	0.10%
Global Assets Advisory, LLC	17.40K	Jun 30, 26	--	0.10%
Valtinson Bruner Financial Planning LLC	16.85K	Jun 30, 26	-71	0.09%
Global Retirement Partners, LLC	16.53K	Jun 30, 26	+16.53K	0.09%
WealthPLAN Partners, LLC	16.05K	Jun 30, 26	-87	0.09%
FIDUCIARY FINANCIAL GROUP, LLC	15.96K	Jun 30, 26	--	0.09%
HBW Advisory Services LLC	15.88K	Jun 30, 26	-1.20K	0.09%
Main Street Financial Solutions, LLC	15.45K	Jun 30, 26	--	0.08%
Madison Wealth Partners, Inc	14.55K	Jun 30, 26	+7.16K	0.08%
ATTICUS WEALTH MANAGEMENT, LLC	14.49K	Jun 30, 26	-2.15K	0.08%
JPMORGAN CHASE & CO	13.76K	Jun 30, 26	+5.91K	0.08%
RETIREMENT INCOME SOLUTIONS, INC	13.54K	Jun 30, 26	--	0.07%
Integrated Wealth Concepts LLC	13.50K	Jun 30, 26	+3.26K	0.07%
Ascent Wealth Partners, LLC	13.26K	Jun 30, 26	-2.86K	0.07%
PNC FINANCIAL SERVICES GROUP, INC.	12.97K	Jun 30, 26	-1.16K	0.07%
Compass Advisory Group LLC	12.84K	Jun 30, 26	--	0.07%
Sound View Wealth Advisors Group, LLC	12.75K	Jun 30, 26	+1.90K	0.07%
CHAPMAN FINANCIAL GROUP, LLC	12.38K	Jun 30, 26	-423	0.07%
Sequoia Financial Advisors, LLC	12.32K	Jun 30, 26	--	0.07%
MGO ONE SEVEN LLC	12.04K	Jun 30, 26	-851	0.07%
Cape Investment Advisory, Inc.	11.79K	Jun 30, 26	+5.30K	0.06%
Quantinno Capital Management LP	11.77K	Jun 30, 26	+11.77K	0.06%
Clay Northam Wealth Management, LLC	11.52K	Jun 30, 26	--	0.06%
Garden State Investment Advisory Services LLC	11.10K	Jun 30, 26	-500	0.06%
Keystone Wealth Services, LLC	11.07K	Jun 30, 26	-1.02K	0.06%
Blue Zone Wealth Advisors, LLC	11.06K	Jun 30, 26	--	0.06%
Focus Financial Network, Inc.	10.89K	Jun 30, 26	-1.43K	0.06%
J.W. COLE ADVISORS, INC.	10.57K	Jun 30, 26	+10.57K	0.06%
AssuredPartners Investment Advisors, LLC	10.07K	Jun 30, 26	-594	0.06%
MILESTONE ASSET MANAGEMENT, LLC	10.00K	Jun 30, 26	+562	0.05%
Fidelis Capital Partners, LLC	9.62K	Jun 30, 26	-4.41K	0.05%
Blue Sky Capital Consultants Group, Inc.	9.50K	Jun 30, 26	+9.50K	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	9.38K	Jun 30, 26	--	0.05%
Galvin, Gaustad & Stein, LLC	9.22K	Jun 30, 26	-135	0.05%
Americana Partners, LLC	9.10K	Jun 30, 26	--	0.05%
BIP Wealth, LLC	9.05K	Jun 30, 26	--	0.05%
Waterloo Capital, L.P.	9.00K	Jun 30, 26	--	0.05%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	9.00K	Jun 30, 26	--	0.05%
Ambassador Advisors, LLC	9.00K	Jun 30, 26	+1.15K	0.05%
Financial Network Wealth Advisors LLC	8.96K	Jun 30, 26	+194	0.05%
INTEGRAL INVESTMENT ADVISORS, INC.	8.69K	Jun 30, 26	--	0.05%
SILVER OAK SECURITIES, INCORPORATED	8.54K	Jun 30, 26	-2.80K	0.05%
McAdam, LLC	8.46K	Jun 30, 26	+3.00K	0.05%
Inspire Advisors, LLC	8.26K	Jun 30, 26	+484	0.05%
BCGM Wealth Management, LLC	8.19K	Jun 30, 26	--	0.04%
SMITH SHELLNUT WILSON LLC /ADV	7.90K	Jun 30, 26	--	0.04%
Dynamic Advisor Solutions LLC	7.64K	Jun 30, 26	+7.64K	0.04%
CITY HOLDING CO	7.43K	Jun 30, 26	--	0.04%
Cypress Wealth Services, LLC	7.11K	Jun 30, 26	--	0.04%
Seros Financial, LLC	7.10K	Jun 30, 26	+170	0.04%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	7.01K	Jun 30, 26	+7.01K	0.04%
Visionary Wealth Advisors	6.92K	Jun 30, 26	-676	0.04%
Ashton Thomas Private Wealth, LLC	6.70K	Jun 30, 26	+485	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	6.62K	Jun 30, 26	-120	0.04%
Envestnet Portfolio Solutions, Inc.	6.57K	Jun 30, 26	-8	0.04%
Clearstead Advisors, LLC	6.54K	Jun 30, 26	+6.13K	0.04%
WorthPointe, LLC	6.22K	Jun 30, 26	-5.05K	0.03%
Weaver Capital Management LLC	6.10K	Jun 30, 26	--	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	5.95K	Jun 30, 26	+5.95K	0.03%
RETIREMENT GUYS FORMULA LLC	5.72K	Jun 30, 26	-133	0.03%
Beacon Financial Advisory LLC	5.53K	Jun 30, 26	-1.70K	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	5.51K	Jun 30, 26	+5.51K	0.03%
Long Island Wealth Management, Inc.	5.30K	Jun 30, 26	--	0.03%
Bluesphere Advisors, LLC	5.29K	Jun 30, 26	--	0.03%
IMG Wealth Management, Inc.	5.09K	Jun 30, 26	--	0.03%
Stirlingshire Investments, Inc.	5.02K	Jun 30, 26	-302	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.96K	Jun 30, 26	+4.96K	0.03%
JIM SAULNIER & ASSOCIATES, LLC	4.87K	Jun 30, 26	+4.87K	0.03%
Steward Partners Investment Advisory, LLC	4.24K	Jun 30, 26	-79.92K	0.02%
Capital Analysts, LLC	4.20K	Jun 30, 26	+3.13K	0.02%
MORGAN STANLEY	3.47K	Jun 30, 26	--	0.02%
BlackRock, Inc.	3.21K	Jun 30, 26	--	0.02%
WealthShield Partners, LLC	2.82K	Jun 30, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	2.78K	Jun 30, 26	+2.78K	0.02%
GHP Investment Advisors, Inc.	2.75K	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	2.19K	Jun 30, 26	--	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	2.02K	Jun 30, 26	+2.02K	0.01%
Integrity Financial Corp /WA	1.67K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	1.28K	Jun 30, 26	+430	0.01%
Lloyd Advisory Services, LLC.	1.16K	Jun 30, 26	+1.16K	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	600	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	326	Jun 30, 26	-30	0.00%
BANK OF MONTREAL /CAN/	290	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	25	Jun 30, 26	--	0.00%
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-12.00K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-15.19K	--
Wagner Wealth Management, LLC	--	Jun 30, 26	-2.00K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-53.80K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-4.99K	--
Goldstein Advisors, LLC	--	Jun 30, 26	-5.04K	--
SAGESPRING WEALTH PARTNERS, LLC	--	Jun 30, 26	-11.70K	--
Mariner, LLC	--	Jun 30, 26	-5.35K	--
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%
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%
CWM, LLC	262.74K	Mar 31, 26	-7.96K	1.44%
Beacon Pointe Advisors, LLC	219.78K	Mar 31, 26	+69.41K	1.20%
Bellwether Advisors, LLC	211.43K	Mar 31, 26	+2.08K	1.16%
Brinker Capital Investments, LLC	195.17K	Mar 31, 26	-18.33K	1.07%
GILL CAPITAL PARTNERS, LLC	144.49K	Mar 31, 26	-343	0.79%
Talon Private Wealth, LLC	130.89K	Mar 31, 26	+130.89K	0.72%
Steward Partners Investment Advisory, LLC	84.16K	Mar 31, 26	+79.92K	0.46%
Pensionmark Financial Group, LLC	81.14K	Mar 31, 26	+9.54K	0.44%
MAI Capital Management	69.83K	Mar 31, 26	-11.53K	0.38%
CreativeOne Wealth, LLC	60.23K	Mar 31, 26	+5.74K	0.33%
Cerity Partners LLC	50.52K	Mar 31, 26	+38.55K	0.28%
NewEdge Advisors, LLC	47.41K	Mar 31, 26	-892	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%
Trek Financial, LLC	45.48K	Mar 31, 26	+1.73K	0.25%
Mutual Advisors, LLC	42.10K	Mar 31, 26	-2.55K	0.23%
CAPTRUST FINANCIAL ADVISORS	41.75K	Mar 31, 26	-305	0.23%
Creative Planning	35.89K	Mar 31, 26	+30.67K	0.20%
Advisory Services Network, LLC	33.13K	Mar 31, 26	+1.65K	0.18%
CENTAURUS FINANCIAL, INC.	32.46K	Mar 31, 26	-7.89K	0.18%
FSA Advisors, Inc.	26.23K	Mar 31, 26	-771	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%
Per Stirling Capital Management, LLC.	17.79K	Mar 31, 26	+1.48K	0.10%
Orion Capital Management LLC	14.14K	Mar 31, 26	-500	0.08%
Fidelis Capital Partners, LLC	14.03K	Mar 31, 26	--	0.08%
Integrated Wealth Concepts LLC	10.24K	Mar 31, 26	+10.24K	0.06%
Ausdal Financial Partners, Inc.	9.04K	Mar 31, 26	+1.35K	0.05%
CITADEL ADVISORS LLC	7.92K	Mar 31, 26	-11.16K	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%
Madison Wealth Partners, Inc	7.39K	Mar 31, 26	-155	0.04%
Sequent Planning LLC	7.38K	Mar 31, 26	-15	0.04%
Seros Financial, LLC	6.93K	Mar 31, 26	--	0.04%
Advyzon Investment Management, LLC	6.59K	Mar 31, 26	+588	0.04%
Bernard Wealth Management Corp.	5.67K	Mar 31, 26	-11	0.03%
Catalina Capital Group, LLC	5.09K	Mar 31, 26	+5.09K	0.03%
MORGAN STANLEY	3.47K	Mar 31, 26	+2.20K	0.02%
Sunbelt Securities, Inc.	2.50K	Mar 31, 26	--	0.01%
Rockefeller Capital Management L.P.	852	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	787	Mar 31, 26	--	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%
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-10.29K	--
JT Stratford LLC	--	Mar 31, 26	-14.29K	--
BARCLAYS PLC	--	Mar 31, 26	-2.34K	--
UBS Group AG	--	Mar 31, 26	-569	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-26.31K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-11.68K	--
HRT FINANCIAL LP	--	Mar 31, 26	-5.28K	--
Motiv8 Investments LLC	147.42K	Dec 31, 25	-45.45K	0.81%
Schulz Wealth, LTD.	15.52K	Dec 31, 25	--	0.08%
Bullseye Investment Management, LLC	37.03K	Sep 30, 25	--	0.20%
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

Penserra Capital Management LLC

1.72M

Jun 30, 26

+40.23K

9.42%

Allworth Financial LP

806.55K

Jun 30, 26

+806.55K

4.41%

Colony Group, LLC

438.31K

Jun 30, 26

-20.58K

2.40%

LPL Financial LLC

387.68K

Jun 30, 26

+72.94K

2.12%

ENVESTNET ASSET MANAGEMENT INC

384.55K

Jun 30, 26

+24.49K

2.10%

Miracle Mile Advisors, LLC

383.21K

Jun 30, 26

-32.55K

2.09%

BLAIR WILLIAM & CO/IL

351.28K

Jun 30, 26

+98.94K

1.92%

Kestra Advisory Services, LLC

327.19K

Jun 30, 26

+178.28K

1.79%

Janney Montgomery Scott LLC

305.56K

Jun 30, 26

+2.30K

1.67%

HighTower Advisors, LLC

304.50K

Jun 30, 26

+32.65K

1.66%

Cetera Investment Advisers

279.84K

Jun 30, 26

+4.90K

1.53%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

272.49K

Jun 30, 26

+22.23K

1.49%

COMMONWEALTH EQUITY SERVICES, LLC

260.84K

Jun 30, 26

-52.18K

1.43%

Cambridge Investment Research Advisors, Inc.

254.09K

Jun 30, 26

+609

1.39%

Bedel Financial Consulting, Inc.

235.81K

Jun 30, 26

-119

1.29%

Southland Equity Partners LLC

211.37K

Jun 30, 26

-399

1.16%

US BANCORP \DE\

200.00K

Jun 30, 26

+200.00K

1.09%

AA Financial Advisors, LLC

198.25K

Jun 30, 26

-8.26K

1.08%

MML INVESTORS SERVICES, LLC

183.36K

Jun 30, 26

+61.19K

1.00%

Triad Wealth Partners, LLC

177.92K

Jun 30, 26

+5.88K

0.97%

Tradition Wealth Management, LLC

176.09K

Jun 30, 26

-6.04K

0.96%

Brookstone Capital Management

149.31K

Jun 30, 26

-4.72K

0.82%

TRUIST FINANCIAL CORP

130.37K

Jun 30, 26

-13.81K

0.71%

Signal Advisors Wealth, LLC

126.53K

Jun 30, 26

-4.36K

0.69%

Sentinus, LLC

125.83K

Jun 30, 26

-2.81K

0.69%

Elmwood Wealth Management, Inc.

123.86K

Jun 30, 26

-4.04K

0.68%

FORVIS Wealth Advisors, LLC

121.68K

Jun 30, 26

-11.69K

0.67%

CoreCap Advisors, LLC

114.08K

Jun 30, 26

+7.01K

0.62%

Pinnacle Wealth Management Group, Inc.

110.08K

Jun 30, 26

-2.42K

0.60%

CORRADO ADVISORS, LLC

105.35K

Jun 30, 26

+40.98K

0.58%

FOUNDERS FINANCIAL SECURITIES LLC

93.36K

Jun 30, 26

+10.97K

0.51%

KFG WEALTH MANAGEMENT, LLC

85.81K

Jun 30, 26

+14.83K

0.47%

WPWealth LLP

82.89K

Jun 30, 26

-34.52K

0.45%

Nikulski Financial, Inc.

81.82K

Jun 30, 26

-7.18K

0.45%

Farther Finance Advisors, LLC

80.21K

Jun 30, 26

+9.92K

0.44%

HARBOUR INVESTMENTS, INC.

77.25K

Jun 30, 26

+2.48K

0.42%

CRA Financial Services, LLC

76.98K

Jun 30, 26

-610

0.42%

Advisory Alpha, LLC

75.97K

Jun 30, 26

+26.38K

0.42%

Diligent Investors, LLC

70.78K

Jun 30, 26

-405

0.39%

CreativeOne Wealth, LLC

65.32K

Jun 30, 26

+5.09K

0.36%

AdvisorNet Financial, Inc

62.51K

Jun 30, 26

-180

0.34%

Simplicity Wealth,LLC

52.28K

Jun 30, 26

+52.28K

0.29%

NewEdge Advisors, LLC

52.01K

Jun 30, 26

+4.60K

0.28%

Trek Financial, LLC

50.56K

Jun 30, 26

+5.08K

0.28%

HB Wealth Management, LLC

47.55K

Jun 30, 26

+22.31K

0.26%

Resources Investment Advisors, LLC.

47.52K

Jun 30, 26

+3.67K

0.26%

Atria Investments, Inc

45.97K

Jun 30, 26

-1.42K

0.25%

BCS Wealth Management

45.52K

Jun 30, 26

-456

0.25%

CAPTRUST FINANCIAL ADVISORS

42.63K

Jun 30, 26

+876

0.23%

SFMG, LLC

42.48K

Jun 30, 26

-4.81K

0.23%

BENJAMIN EDWARDS INC

40.39K

Jun 30, 26

-525

0.22%

Creative Planning

40.36K

Jun 30, 26

+4.47K

0.22%

Apollon Wealth Management, LLC

38.70K

Jun 30, 26

-374

0.21%

Patriot Financial Group Insurance Agency, LLC

38.34K

Jun 30, 26

-33.34K

0.21%

EVERMAY WEALTH MANAGEMENT LLC

37.59K

Jun 30, 26

-220

0.21%

Castle Rock Wealth Management, LLC

34.11K

Jun 30, 26

-470

0.19%

Chris Bulman Inc

34.05K

Jun 30, 26

+977

0.19%

AE Wealth Management LLC

33.04K

Jun 30, 26

+6.41K

0.18%

RED CRANE WEALTH MANAGEMENT, LLC

32.87K

Jun 30, 26

+290

0.18%

Dakota Wealth Management

32.80K

Jun 30, 26

+19.70K

0.18%

DHJJ Financial Advisors, Ltd.

32.76K

Jun 30, 26

-1.15K

0.18%

Advisory Services Network, LLC

32.42K

Jun 30, 26

-718

0.18%

Jacobi Capital Management LLC

31.25K

Jun 30, 26

0.17%

Concurrent Investment Advisors, LLC

31.06K

Jun 30, 26

+10.74K

0.17%

Straight Path Wealth Management

31.03K

Jun 30, 26

+449

0.17%

RFG Advisory, LLC

30.48K

Jun 30, 26

-1.54K

0.17%

Lineweaver Wealth Advisors, LLC

30.48K

Jun 30, 26

+7.54K

0.17%

Spire Wealth Management

29.17K

Jun 30, 26

-155

0.16%

Merit Financial Group, LLC

28.37K

Jun 30, 26

-269

0.16%

WealthPlan Investment Management, LLC

28.00K

Jun 30, 26

+924

0.15%

IFP Advisors, Inc

27.71K

Jun 30, 26

+651

0.15%

Weaver Consulting Group

25.22K

Jun 30, 26

+3.08K

0.14%

Caprock Group, LLC

24.97K

Jun 30, 26

+24.97K

0.14%

Continuum Advisory, LLC

24.74K

Jun 30, 26

0.14%

FSA Advisors, Inc.

24.39K

Jun 30, 26

-1.83K

0.13%

Belpointe Asset Management LLC

24.36K

Jun 30, 26

+4.47K

0.13%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

23.86K

Jun 30, 26

-1.02K

0.13%

Wealth Alliance

23.62K

Jun 30, 26

+999

0.13%

Atomi Financial Group, Inc.

22.80K

Jun 30, 26

+999

0.12%

Valmark Advisers, Inc.

22.56K

Jun 30, 26

-341

0.12%

Quest 10 Wealth Builders, Inc.

21.91K

Jun 30, 26

+184

0.12%

Encompass More Asset Management

21.64K

Jun 30, 26

+2.38K

0.12%

SRS Capital Advisors, Inc.

21.50K

Jun 30, 26

+14.10K

0.12%

Phoenix Holdings Ltd.

21.25K

Jun 30, 26

+3.38K

0.12%

Arkadios Wealth Advisors

20.20K

Jun 30, 26

-152

0.11%

Outlook Wealth Advisors, LLC

20.06K

Jun 30, 26

0.11%

PRINCIPAL SECURITIES, INC.

19.55K

Jun 30, 26

+11.43K

0.11%

YARGER WEALTH STRATEGIES, LLC

19.20K

Jun 30, 26

+587

0.10%

Wood Tarver Financial Group, LLC

18.90K

Jun 30, 26

+6.91K

0.10%

City Center Advisors, LLC

18.80K

Jun 30, 26

-577

0.10%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

18.54K

Jun 30, 26

+83

0.10%

INDEPENDENT FINANCIAL GROUP, LLC

18.51K

Jun 30, 26

-333

0.10%

Collaborative Wealth Managment Inc.

18.29K

Jun 30, 26

-2.90K

0.10%

RIVERCHASE WEALTH MANAGEMENT, LLC

17.97K

Jun 30, 26

+8.57K

0.10%

Cornerstone Wealth Group, LLC

17.94K

Jun 30, 26

0.10%

Helium Advisors LLC

17.69K

Jun 30, 26

0.10%

Global Assets Advisory, LLC

17.40K

Jun 30, 26

0.10%

Valtinson Bruner Financial Planning LLC

16.85K

Jun 30, 26

-71

0.09%

Global Retirement Partners, LLC

16.53K

Jun 30, 26

+16.53K

0.09%

WealthPLAN Partners, LLC

16.05K

Jun 30, 26

-87

0.09%

FIDUCIARY FINANCIAL GROUP, LLC

15.96K

Jun 30, 26

0.09%

HBW Advisory Services LLC

15.88K

Jun 30, 26

-1.20K

0.09%

Main Street Financial Solutions, LLC

15.45K

Jun 30, 26

0.08%

Madison Wealth Partners, Inc

14.55K

Jun 30, 26

+7.16K

0.08%

ATTICUS WEALTH MANAGEMENT, LLC

14.49K

Jun 30, 26

-2.15K

0.08%

JPMORGAN CHASE & CO

13.76K

Jun 30, 26

+5.91K

0.08%

RETIREMENT INCOME SOLUTIONS, INC

13.54K

Jun 30, 26

0.07%

Integrated Wealth Concepts LLC

13.50K

Jun 30, 26

+3.26K

0.07%

Ascent Wealth Partners, LLC

13.26K

Jun 30, 26

-2.86K

0.07%

PNC FINANCIAL SERVICES GROUP, INC.

12.97K

Jun 30, 26

-1.16K

0.07%

Compass Advisory Group LLC

12.84K

Jun 30, 26

0.07%

Sound View Wealth Advisors Group, LLC

12.75K

Jun 30, 26

+1.90K

0.07%

CHAPMAN FINANCIAL GROUP, LLC

12.38K

Jun 30, 26

-423

0.07%

Sequoia Financial Advisors, LLC

12.32K

Jun 30, 26

0.07%

MGO ONE SEVEN LLC

12.04K

Jun 30, 26

-851

0.07%

Cape Investment Advisory, Inc.

11.79K

Jun 30, 26

+5.30K

0.06%

Quantinno Capital Management LP

11.77K

Jun 30, 26

+11.77K

0.06%

Clay Northam Wealth Management, LLC

11.52K

Jun 30, 26

0.06%

Garden State Investment Advisory Services LLC

11.10K

Jun 30, 26

-500

0.06%

Keystone Wealth Services, LLC

11.07K

Jun 30, 26

-1.02K

0.06%

Blue Zone Wealth Advisors, LLC

11.06K

Jun 30, 26

0.06%

Focus Financial Network, Inc.

10.89K

Jun 30, 26

-1.43K

0.06%

J.W. COLE ADVISORS, INC.

10.57K

Jun 30, 26

+10.57K

0.06%

AssuredPartners Investment Advisors, LLC

10.07K

Jun 30, 26

-594

0.06%

MILESTONE ASSET MANAGEMENT, LLC

10.00K

Jun 30, 26

+562

0.05%

Fidelis Capital Partners, LLC

9.62K

Jun 30, 26

-4.41K

0.05%

Blue Sky Capital Consultants Group, Inc.

9.50K

Jun 30, 26

+9.50K

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.38K

Jun 30, 26

0.05%

Galvin, Gaustad & Stein, LLC

9.22K

Jun 30, 26

-135

0.05%

Americana Partners, LLC

9.10K

Jun 30, 26

0.05%

BIP Wealth, LLC

9.05K

Jun 30, 26

0.05%

Waterloo Capital, L.P.

9.00K

Jun 30, 26

0.05%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

9.00K

Jun 30, 26

0.05%

Ambassador Advisors, LLC

9.00K

Jun 30, 26

+1.15K

0.05%

Financial Network Wealth Advisors LLC

8.96K

Jun 30, 26

+194

0.05%

INTEGRAL INVESTMENT ADVISORS, INC.

8.69K

Jun 30, 26

0.05%

SILVER OAK SECURITIES, INCORPORATED

8.54K

Jun 30, 26

-2.80K

0.05%

McAdam, LLC

8.46K

Jun 30, 26

+3.00K

0.05%

Inspire Advisors, LLC

8.26K

Jun 30, 26

+484

0.05%

BCGM Wealth Management, LLC

8.19K

Jun 30, 26

0.04%

SMITH SHELLNUT WILSON LLC /ADV

7.90K

Jun 30, 26

0.04%

Dynamic Advisor Solutions LLC

7.64K

Jun 30, 26

+7.64K

0.04%

CITY HOLDING CO

7.43K

Jun 30, 26

0.04%

Cypress Wealth Services, LLC

7.11K

Jun 30, 26

0.04%

Seros Financial, LLC

7.10K

Jun 30, 26

+170

0.04%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

7.01K

Jun 30, 26

+7.01K

0.04%

Visionary Wealth Advisors

6.92K

Jun 30, 26

-676

0.04%

Ashton Thomas Private Wealth, LLC

6.70K

Jun 30, 26

+485

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

6.62K

Jun 30, 26

-120

0.04%

Envestnet Portfolio Solutions, Inc.

6.57K

Jun 30, 26

-8

0.04%

Clearstead Advisors, LLC

6.54K

Jun 30, 26

+6.13K

0.04%

WorthPointe, LLC

6.22K

Jun 30, 26

-5.05K

0.03%

Weaver Capital Management LLC

6.10K

Jun 30, 26

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

5.95K

Jun 30, 26

+5.95K

0.03%

RETIREMENT GUYS FORMULA LLC

5.72K

Jun 30, 26

-133

0.03%

Beacon Financial Advisory LLC

5.53K

Jun 30, 26

-1.70K

0.03%

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

5.51K

Jun 30, 26

+5.51K

0.03%

Long Island Wealth Management, Inc.

5.30K

Jun 30, 26

0.03%

Bluesphere Advisors, LLC

5.29K

Jun 30, 26

0.03%

IMG Wealth Management, Inc.

5.09K

Jun 30, 26

0.03%

Stirlingshire Investments, Inc.

5.02K

Jun 30, 26

-302

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.96K

Jun 30, 26

+4.96K

0.03%

JIM SAULNIER & ASSOCIATES, LLC

4.87K

Jun 30, 26

+4.87K

0.03%

Steward Partners Investment Advisory, LLC

4.24K

Jun 30, 26

-79.92K

0.02%

Capital Analysts, LLC

4.20K

Jun 30, 26

+3.13K

0.02%

MORGAN STANLEY

3.47K

Jun 30, 26

0.02%

BlackRock, Inc.

3.21K

Jun 30, 26

0.02%

WealthShield Partners, LLC

2.82K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

2.78K

Jun 30, 26

+2.78K

0.02%

GHP Investment Advisors, Inc.

2.75K

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

2.19K

Jun 30, 26

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

2.02K

Jun 30, 26

+2.02K

0.01%

Integrity Financial Corp /WA

1.67K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

1.28K

Jun 30, 26

+430

0.01%

Lloyd Advisory Services, LLC.

1.16K

Jun 30, 26

+1.16K

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

600

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

326

Jun 30, 26

-30

0.00%

BANK OF MONTREAL /CAN/

290

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-12.00K

SeaCrest Wealth Management, LLC

Jun 30, 26

-15.19K

Wagner Wealth Management, LLC

Jun 30, 26

-2.00K

LeClair Wealth Partners LLC

Jun 30, 26

-53.80K

Global Wealth Strategies & Associates

Jun 30, 26

-4.99K

Goldstein Advisors, LLC

Jun 30, 26

-5.04K

SAGESPRING WEALTH PARTNERS, LLC

Jun 30, 26

-11.70K

Mariner, LLC

Jun 30, 26

-5.35K

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%

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%

CWM, LLC

262.74K

Mar 31, 26

-7.96K

1.44%

Beacon Pointe Advisors, LLC

219.78K

Mar 31, 26

+69.41K

1.20%

Bellwether Advisors, LLC

211.43K

Mar 31, 26

+2.08K

1.16%

Brinker Capital Investments, LLC

195.17K

Mar 31, 26

-18.33K

1.07%

GILL CAPITAL PARTNERS, LLC

144.49K

Mar 31, 26

-343

0.79%

Talon Private Wealth, LLC

130.89K

Mar 31, 26

+130.89K

0.72%

Steward Partners Investment Advisory, LLC

84.16K

Mar 31, 26

+79.92K

0.46%

Pensionmark Financial Group, LLC

81.14K

Mar 31, 26

+9.54K

0.44%

MAI Capital Management

69.83K

Mar 31, 26

-11.53K

0.38%

CreativeOne Wealth, LLC

60.23K

Mar 31, 26

+5.74K

0.33%

Cerity Partners LLC

50.52K

Mar 31, 26

+38.55K

0.28%

NewEdge Advisors, LLC

47.41K

Mar 31, 26

-892

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%

Trek Financial, LLC

45.48K

Mar 31, 26

+1.73K

0.25%

Mutual Advisors, LLC

42.10K

Mar 31, 26

-2.55K

0.23%

CAPTRUST FINANCIAL ADVISORS

41.75K

Mar 31, 26

-305

0.23%

Creative Planning

35.89K

Mar 31, 26

+30.67K

0.20%

Advisory Services Network, LLC

33.13K

Mar 31, 26

+1.65K

0.18%

CENTAURUS FINANCIAL, INC.

32.46K

Mar 31, 26

-7.89K

0.18%

FSA Advisors, Inc.

26.23K

Mar 31, 26

-771

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%

Per Stirling Capital Management, LLC.

17.79K

Mar 31, 26

+1.48K

0.10%

Orion Capital Management LLC

14.14K

Mar 31, 26

-500

0.08%

Fidelis Capital Partners, LLC

14.03K

Mar 31, 26

0.08%

Integrated Wealth Concepts LLC

10.24K

Mar 31, 26

+10.24K

0.06%

Ausdal Financial Partners, Inc.

9.04K

Mar 31, 26

+1.35K

0.05%

CITADEL ADVISORS LLC

7.92K

Mar 31, 26

-11.16K

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%

Madison Wealth Partners, Inc

7.39K

Mar 31, 26

-155

0.04%

Sequent Planning LLC

7.38K

Mar 31, 26

-15

0.04%

Seros Financial, LLC

6.93K

Mar 31, 26

0.04%

Advyzon Investment Management, LLC

6.59K

Mar 31, 26

+588

0.04%

Bernard Wealth Management Corp.

5.67K

Mar 31, 26

-11

0.03%

Catalina Capital Group, LLC

5.09K

Mar 31, 26

+5.09K

0.03%

MORGAN STANLEY

3.47K

Mar 31, 26

+2.20K

0.02%

Sunbelt Securities, Inc.

2.50K

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

852

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

787

Mar 31, 26

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%

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-10.29K

JT Stratford LLC

Mar 31, 26

-14.29K

BARCLAYS PLC

Mar 31, 26

-2.34K

UBS Group AG

Mar 31, 26

-569

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-26.31K

Ameritas Advisory Services, LLC

Mar 31, 26

-11.68K

HRT FINANCIAL LP

Mar 31, 26

-5.28K

Motiv8 Investments LLC

147.42K

Dec 31, 25

-45.45K

0.81%

Schulz Wealth, LTD.

15.52K

Dec 31, 25

0.08%

Bullseye Investment Management, LLC

37.03K

Sep 30, 25

0.20%

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