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

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

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$45.37—

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PAUG(PAUG)

PAUG

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

Institutional Ownership

Top 247 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.17M	Mar 31, 26	-116.96K	16.14%
Penserra Capital Management LLC	1.52M	Mar 31, 26	+86.20K	7.74%
ADVISOR GROUP HOLDINGS, INC.	791.76K	Mar 31, 26	-624.28K	4.03%
COMMONWEALTH EQUITY SERVICES, LLC	584.90K	Mar 31, 26	-13.09K	2.97%
Colony Group, LLC	513.28K	Mar 31, 26	-53.36K	2.61%
Cresset Asset Management, LLC	447.18K	Mar 31, 26	-12.62K	2.27%
Kestra Advisory Services, LLC	408.09K	Mar 31, 26	+109.54K	2.07%
BLAIR WILLIAM & CO/IL	404.46K	Mar 31, 26	-27.41K	2.06%
HighTower Advisors, LLC	404.44K	Mar 31, 26	+7.57K	2.06%
Cetera Investment Advisers	318.61K	Mar 31, 26	-16.80K	1.62%
RAYMOND JAMES FINANCIAL INC	307.06K	Mar 31, 26	-14.98K	1.56%
Creative Planning	270.13K	Mar 31, 26	+270.13K	1.37%
LPL Financial LLC	253.72K	Mar 31, 26	-8.86K	1.29%
Ascent Wealth Partners, LLC	238.58K	Mar 31, 26	-3.55K	1.21%
Advisory Alpha, LLC	230.93K	Mar 31, 26	+791	1.17%
TRUIST FINANCIAL CORP	228.56K	Mar 31, 26	-1.02K	1.16%
ENVESTNET ASSET MANAGEMENT INC	220.36K	Mar 31, 26	-71.48K	1.12%
Beacon Pointe Advisors, LLC	191.83K	Mar 31, 26	-1.68K	0.98%
Sentinus, LLC	176.21K	Mar 31, 26	-5.39K	0.90%
Brookstone Capital Management	170.21K	Mar 31, 26	-714.25K	0.87%
Miracle Mile Advisors, LLC	164.79K	Mar 31, 26	-13.29K	0.84%
Cerity Partners LLC	163.48K	Mar 31, 26	-13.46K	0.83%
CoreCap Advisors, LLC	151.26K	Mar 31, 26	-1.76K	0.77%
Concurrent Investment Advisors, LLC	147.10K	Mar 31, 26	-2.08K	0.75%
GILL CAPITAL PARTNERS, LLC	139.32K	Mar 31, 26	-1.01K	0.71%
McAlister, Sweet & Associates, Inc.	123.70K	Mar 31, 26	-125	0.63%
Diligent Investors, LLC	119.91K	Mar 31, 26	-349	0.61%
Capital Investment Advisory Services, LLC	102.65K	Mar 31, 26	-31	0.52%
Cambridge Investment Research Advisors, Inc.	95.92K	Mar 31, 26	-5.35K	0.49%
Southland Equity Partners LLC	85.04K	Mar 31, 26	-1.22K	0.43%
Bellwether Advisors, LLC	84.53K	Mar 31, 26	-379	0.43%
Trek Financial, LLC	80.89K	Mar 31, 26	-1.26K	0.41%
Patriot Financial Group Insurance Agency, LLC	79.99K	Mar 31, 26	+40.00K	0.41%
Resources Investment Advisors, LLC.	78.56K	Mar 31, 26	-2.77K	0.40%
Mariner, LLC	78.30K	Mar 31, 26	-49.99K	0.40%
CAPTRUST FINANCIAL ADVISORS	78.06K	Mar 31, 26	-714	0.40%
KFG WEALTH MANAGEMENT, LLC	77.19K	Mar 31, 26	-5.66K	0.39%
Lineweaver Wealth Advisors, LLC	74.85K	Mar 31, 26	--	0.38%
Janney Montgomery Scott LLC	72.56K	Mar 31, 26	-6.01K	0.37%
MAI Capital Management	72.04K	Mar 31, 26	-3.06K	0.37%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	66.95K	Mar 31, 26	+1.11K	0.34%
Keystone Wealth Services, LLC	63.83K	Mar 31, 26	-10.71K	0.32%
CRA Financial Services, LLC	63.55K	Mar 31, 26	-3.26K	0.32%
AE Wealth Management LLC	61.88K	Mar 31, 26	-5.96K	0.31%
YARGER WEALTH STRATEGIES, LLC	59.20K	Mar 31, 26	+41	0.30%
Chris Bulman Inc	57.41K	Mar 31, 26	-7.20K	0.29%
CORRADO ADVISORS, LLC	56.47K	Mar 31, 26	-1.33K	0.29%
BCS Wealth Management	55.38K	Mar 31, 26	-59.10K	0.28%
Atria Investments, Inc	54.31K	Mar 31, 26	-50.35K	0.28%
Mutual Advisors, LLC	52.72K	Mar 31, 26	+5.05K	0.27%
DHJJ Financial Advisors, Ltd.	48.94K	Mar 31, 26	-1	0.25%
MML INVESTORS SERVICES, LLC	48.52K	Mar 31, 26	-32.38K	0.25%
Global Assets Advisory, LLC	47.53K	Mar 31, 26	-120	0.24%
Wealth Alliance	46.17K	Mar 31, 26	-355	0.23%
RETIREMENT GUYS FORMULA LLC	45.70K	Mar 31, 26	+45.70K	0.23%
First City Capital Management, Inc.	45.38K	Mar 31, 26	-497	0.23%
Tradition Wealth Management, LLC	40.77K	Mar 31, 26	-18.02K	0.21%
Dynamic Advisor Solutions LLC	40.34K	Mar 31, 26	+13.25K	0.21%
Weaver Capital Management LLC	40.00K	Mar 31, 26	-855	0.20%
Advisory Services Network, LLC	39.08K	Mar 31, 26	-389	0.20%
Valmark Advisers, Inc.	38.47K	Mar 31, 26	-5.31K	0.20%
Foundations Investment Advisors, LLC	38.11K	Mar 31, 26	-1.82K	0.19%
Clay Northam Wealth Management, LLC	37.37K	Mar 31, 26	--	0.19%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37.08K	Mar 31, 26	-155.47K	0.19%
Orion Capital Management LLC	34.91K	Mar 31, 26	-340	0.18%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	34.40K	Mar 31, 26	+69	0.17%
FIDUCIARY FINANCIAL GROUP, LLC	33.99K	Mar 31, 26	-2.84K	0.17%
FSA Advisors, Inc.	33.71K	Mar 31, 26	-364	0.17%
Cornerstone Wealth Group, LLC	33.09K	Mar 31, 26	-24	0.17%
RED CRANE WEALTH MANAGEMENT, LLC	33.09K	Mar 31, 26	-2.28K	0.17%
ARS Wealth Advisors Group, LLC	32.74K	Mar 31, 26	-433	0.17%
CITADEL ADVISORS LLC	31.73K	Mar 31, 26	+17.41K	0.16%
Continuum Advisory, LLC	30.93K	Mar 31, 26	-3	0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	30.29K	Mar 31, 26	+11.63K	0.15%
CreativeOne Wealth, LLC	30.21K	Mar 31, 26	-3.00K	0.15%
MERCER GLOBAL ADVISORS INC /ADV	29.91K	Mar 31, 26	-6.76K	0.15%
BCGM Wealth Management, LLC	29.78K	Mar 31, 26	--	0.15%
OLD MISSION CAPITAL LLC	26.00K	Mar 31, 26	+26.00K	0.13%
SILVER OAK SECURITIES, INCORPORATED	24.22K	Mar 31, 26	-378	0.12%
Weaver Consulting Group	23.81K	Mar 31, 26	-1.31K	0.12%
HARBOUR INVESTMENTS, INC.	23.53K	Mar 31, 26	+10.04K	0.12%
RFG Advisory, LLC	22.25K	Mar 31, 26	-7.24K	0.11%
Capstone Triton Financial Group, LLC	21.47K	Mar 31, 26	+10.73K	0.11%
Annis Gardner Whiting Capital Advisors, LLC	21.46K	Mar 31, 26	--	0.11%
Pinnacle Wealth Management Group, Inc.	20.80K	Mar 31, 26	--	0.11%
FORVIS Wealth Advisors, LLC	20.66K	Mar 31, 26	-2.81K	0.11%
Focus Financial Network, Inc.	19.99K	Mar 31, 26	--	0.10%
NATIXIS ADVISORS, L.P.	19.39K	Mar 31, 26	--	0.10%
CALIBER WEALTH MANAGEMENT, LLC / KS	19.23K	Mar 31, 26	--	0.10%
Beacon Financial Advisory LLC	18.36K	Mar 31, 26	-300	0.09%
Outlook Wealth Advisors, LLC	18.14K	Mar 31, 26	--	0.09%
Visionary Wealth Advisors	17.78K	Mar 31, 26	-5.97K	0.09%
Buska Wealth Management, LLC	17.73K	Mar 31, 26	-4.92K	0.09%
Spire Wealth Management	16.54K	Mar 31, 26	--	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	16.49K	Mar 31, 26	-1.33K	0.08%
Pensionmark Financial Group, LLC	16.32K	Mar 31, 26	-613	0.08%
NewEdge Advisors, LLC	16.30K	Mar 31, 26	-1.76K	0.08%
BENJAMIN EDWARDS INC	16.27K	Mar 31, 26	-2.87K	0.08%
Cape Investment Advisory, Inc.	16.27K	Mar 31, 26	-125	0.08%
Steward Partners Investment Advisory, LLC	15.97K	Mar 31, 26	--	0.08%
Retirement Planning Group	15.66K	Mar 31, 26	--	0.08%
McAdam, LLC	15.55K	Mar 31, 26	--	0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	15.20K	Mar 31, 26	-500	0.08%
Merit Financial Group, LLC	15.08K	Mar 31, 26	+291	0.08%
Straight Path Wealth Management	15.02K	Mar 31, 26	--	0.08%
Quest 10 Wealth Builders, Inc.	14.99K	Mar 31, 26	--	0.08%
Summit Wealth Partners, LLC	14.80K	Mar 31, 26	-717	0.08%
Castle Rock Wealth Management, LLC	14.42K	Mar 31, 26	--	0.07%
IFP Advisors, Inc	14.35K	Mar 31, 26	-3.36K	0.07%
John W. Brooker & Co., CPAs	14.25K	Mar 31, 26	-1.17K	0.07%
PTM WEALTH MANAGEMENT, LLC	14.14K	Mar 31, 26	-1.10K	0.07%
MILESTONE ASSET MANAGEMENT, LLC	13.91K	Mar 31, 26	-674	0.07%
ALTFEST L J & CO INC	13.77K	Mar 31, 26	-1	0.07%
Jacobi Capital Management LLC	13.52K	Mar 31, 26	-4.86K	0.07%
PRINCIPAL SECURITIES, INC.	12.96K	Mar 31, 26	-340	0.07%
Apollon Wealth Management, LLC	12.92K	Mar 31, 26	+322	0.07%
Soltis Investment Advisors LLC	12.83K	Mar 31, 26	-1.44K	0.07%
Dakota Wealth Management	12.25K	Mar 31, 26	--	0.06%
Kingsview Wealth Management, LLC	11.53K	Mar 31, 26	-640	0.06%
Sugar Maple Asset Management, LLC	11.35K	Mar 31, 26	-600	0.06%
Capital Analysts, LLC	10.95K	Mar 31, 26	--	0.06%
Jessup Wealth Management, Inc	10.76K	Mar 31, 26	-55	0.05%
Archer Investment Corp	10.60K	Mar 31, 26	--	0.05%
AA Financial Advisors, LLC	10.41K	Mar 31, 26	--	0.05%
Cypress Wealth Services, LLC	10.27K	Mar 31, 26	--	0.05%
Sigma Planning Corp	10.06K	Mar 31, 26	-19.94K	0.05%
Sound View Wealth Advisors Group, LLC	10.04K	Mar 31, 26	-100	0.05%
GTS SECURITIES LLC	9.76K	Mar 31, 26	+9.76K	0.05%
Maltin Wealth Management, Inc.	9.68K	Mar 31, 26	-3.90K	0.05%
Vantage Point Financial LLC	9.55K	Mar 31, 26	-125	0.05%
Nikulski Financial, Inc.	9.51K	Mar 31, 26	-130	0.05%
RETIREMENT INCOME SOLUTIONS, INC	9.43K	Mar 31, 26	--	0.05%
Lakeridge Wealth Management LLC	8.94K	Mar 31, 26	-102	0.05%
CITY HOLDING CO	8.93K	Mar 31, 26	-755	0.05%
RiverTree Advisors, LLC	8.91K	Mar 31, 26	--	0.05%
IHT Wealth Management, LLC	8.28K	Mar 31, 26	+183	0.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	8.25K	Mar 31, 26	--	0.04%
BigSur Wealth Management LLC	7.93K	Mar 31, 26	+3.29K	0.04%
Compass Advisory Group LLC	7.69K	Mar 31, 26	--	0.04%
Madison Wealth Partners, Inc	7.58K	Mar 31, 26	-230	0.04%
SRS Capital Advisors, Inc.	7.52K	Mar 31, 26	-35	0.04%
AssuredPartners Investment Advisors, LLC	7.52K	Mar 31, 26	--	0.04%
WealthPLAN Partners, LLC	7.52K	Mar 31, 26	-632	0.04%
Elmwood Wealth Management, Inc.	7.30K	Mar 31, 26	--	0.04%
WealthPlan Investment Management, LLC	7.27K	Mar 31, 26	--	0.04%
Farther Finance Advisors, LLC	7.25K	Mar 31, 26	+56	0.04%
Certified Advisory Corp	7.20K	Mar 31, 26	--	0.04%
ATTICUS WEALTH MANAGEMENT, LLC	7.16K	Mar 31, 26	--	0.04%
BROWN WEALTH MANAGEMENT, LLC	7.08K	Mar 31, 26	--	0.04%
AMERIFLEX GROUP, INC.	6.88K	Mar 31, 26	--	0.03%
BIP Wealth, LLC	6.70K	Mar 31, 26	-51	0.03%
Bedel Financial Consulting, Inc.	6.61K	Mar 31, 26	--	0.03%
Wisconsin Wealth Advisors, LLC	6.60K	Mar 31, 26	--	0.03%
Curated Wealth Partners LLC	6.58K	Mar 31, 26	-9.71K	0.03%
Bison Wealth, LLC	6.40K	Mar 31, 26	--	0.03%
Cardinal Point Capital Management, ULC	6.29K	Mar 31, 26	--	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	6.23K	Mar 31, 26	--	0.03%
TWO SIGMA SECURITIES, LLC	6.21K	Mar 31, 26	-2.79K	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	6.19K	Mar 31, 26	-2.05K	0.03%
Chicago Partners Investment Group LLC	6.19K	Mar 31, 26	-1.50K	0.03%
MORGAN STANLEY	6.04K	Mar 31, 26	+4.67K	0.03%
Valtinson Bruner Financial Planning LLC	6.02K	Mar 31, 26	-1.09K	0.03%
Koshinski Asset Management, Inc.	5.91K	Mar 31, 26	-1.41K	0.03%
Galvin, Gaustad & Stein, LLC	5.72K	Mar 31, 26	-11	0.03%
JANE STREET GROUP, LLC	5.58K	Mar 31, 26	+5.58K	0.03%
PFG Advisors	5.50K	Mar 31, 26	-5	0.03%
Garden State Investment Advisory Services LLC	5.45K	Mar 31, 26	--	0.03%
Brinker Capital Investments, LLC	5.39K	Mar 31, 26	-16.10K	0.03%
Fiduciary Alliance LLC	5.29K	Mar 31, 26	-567	0.03%
HOHIMER WEALTH MANAGEMENT, LLC	5.23K	Mar 31, 26	--	0.03%
Belpointe Asset Management LLC	5.16K	Mar 31, 26	--	0.03%
Kathmere Capital Management, LLC	5.00K	Mar 31, 26	--	0.03%
CENTAURUS FINANCIAL, INC.	4.87K	Mar 31, 26	--	0.02%
Strategic Blueprint, LLC	4.73K	Mar 31, 26	-171	0.02%
Rockefeller Capital Management L.P.	4.01K	Mar 31, 26	-492	0.02%
JPMORGAN CHASE & CO	3.97K	Mar 31, 26	-1.23K	0.02%
WealthShield Partners, LLC	3.85K	Mar 31, 26	--	0.02%
Financial Network Wealth Advisors LLC	3.76K	Mar 31, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.38K	Mar 31, 26	--	0.01%
Wagner Wealth Management, LLC	2.00K	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.75K	Mar 31, 26	--	0.01%
JDM Financial Group LLC	1.70K	Mar 31, 26	--	0.01%
AdvisorNet Financial, Inc	1.69K	Mar 31, 26	--	0.01%
Triumph Capital Management	1.58K	Mar 31, 26	--	0.01%
BARCLAYS PLC	1.34K	Mar 31, 26	-3.31K	0.01%
Integrity Financial Corp /WA	1.29K	Mar 31, 26	-14	0.01%
Bernard Wealth Management Corp.	1.08K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	900	Mar 31, 26	--	0.00%
ROYAL BANK OF CANADA	550	Mar 31, 26	-199	0.00%
UBS Group AG	391	Mar 31, 26	-74	0.00%
Anfield Capital Management, LLC	342	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	311	Mar 31, 26	-1.05K	0.00%
Whipplewood Advisors, LLC	206	Mar 31, 26	--	0.00%
ASSETMARK, INC	47	Mar 31, 26	-411	0.00%
Arkadios Wealth Advisors	--	Mar 31, 26	-25.97K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-4.44K	--
Parker Financial LLC	--	Mar 31, 26	-5.25K	--
Waterloo Capital, L.P.	--	Mar 31, 26	-5.17K	--
Vestment Financial LLC	--	Mar 31, 26	-9.78K	--
Berkshire Money Management, Inc.	--	Mar 31, 26	-5.17K	--
AlphaStar Capital Management, LLC	--	Mar 31, 26	-14.41K	--
Columbus Macro, LLC	--	Mar 31, 26	-5.02K	--
Interchange Capital Partners, LLC	--	Mar 31, 26	-5.00K	--
HRT FINANCIAL LP	--	Mar 31, 26	-8.79K	--
MITCHELL CAPITAL MANAGEMENT CO	--	Mar 31, 26	-6.75K	--
CYPRESS FINANCIAL PLANNING LLC	--	Mar 31, 26	-9.78K	--
Ambassador Advisors, LLC	--	Mar 31, 26	-4.70K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-9.25K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-8.41K	--
Atlantic Private Wealth, LLC	--	Mar 31, 26	-14.80K	--
SageView Advisory Group, LLC	230.27K	Dec 31, 25	+44.13K	1.17%
Schulz Wealth, LTD.	22.04K	Dec 31, 25	-1.03K	0.11%
AllSquare Wealth Management LLC	350	Sep 30, 25	--	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-53.54K	--
AVANTAX ADVISORY SERVICES, INC.	46.03K	Jun 30, 25	-1.25K	0.23%
Atria Wealth Solutions, Inc.	39.68K	Jun 30, 25	-18.35K	0.20%
Orion Portfolio Solutions, LLC	5.70K	Mar 31, 25	-1.93K	0.03%
Transform Wealth, LLC	--	Mar 31, 25	-7.42K	--
Sugarloaf Wealth Management, LLC	13.95K	Dec 31, 24	+57	0.07%
Riggs Capital Management LLC	8.27K	Dec 31, 24	+8.27K	0.04%
Raymond James Financial Services Advisors, Inc.	288.36K	Sep 30, 24	+61.07K	1.47%
RAYMOND JAMES & ASSOCIATES	17.05K	Sep 30, 24	+8.12K	0.09%
Pillar Wealth Advisors, LLC	9.12K	Sep 30, 24	-10.26K	0.05%
Alera Investment Advisors, LLC	--	Sep 30, 24	-10.49K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	35.44K	Jun 30, 24	-383	0.18%
Cetera Advisors LLC	219.44K	Mar 31, 24	+18.07K	1.12%
InterOcean Capital Group, LLC	206.83K	Mar 31, 24	-183.58K	1.05%
Cetera Advisor Networks LLC	184.01K	Mar 31, 24	-29.34K	0.94%
Strategic Wealth Partners Group LLC	175.64K	Mar 31, 24	-9.97K	0.89%
FOCUS FINANCIAL NETWORK INC /ADV	31.19K	Dec 31, 23	+31.19K	0.16%
Steward Financial Group LLC	132.32K	Sep 30, 23	+48.39K	0.67%
BEDEL FINANCIAL CONSULTING INC	7.82K	Sep 30, 23	+7.82K	0.04%
Truadvice, LLC	6.40K	Sep 30, 23	--	0.03%
Sutton Wealth Advisors Inc.	4.33K	Sep 30, 23	--	0.02%
Financial Architects, Inc	45.52K	Jun 30, 23	-2.40K	0.23%
TRUSTCORE FINANCIAL SERVICES, LLC	57.23K	Dec 31, 22	-12.00K	0.29%
American Portfolios Advisors	32.10K	Sep 30, 22	+32.10K	0.16%
Covington Capital Management	500	Sep 30, 22	--	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	7.96K	Mar 31, 22	-582	0.04%
NEXT Financial Group, Inc	4.30K	Dec 31, 21	--	0.02%
Hochman Cole Investment Advisors, Inc.	55.59K	Sep 30, 21	+55.59K	0.28%
OLD MISSION CAPITAL, LLC	68.94K	Dec 31, 20	+68.94K	0.35%
First Allied Advisory Services, Inc.	42.66K	Sep 30, 20	+42.66K	0.22%
Stearns Financial Services Group	18.36K	Sep 30, 20	+18.36K	0.09%
Advisor Group, Inc.	61.81K	Dec 31, 19	+2.00K	0.31%
LADENBURG THALMANN FINANCIAL SERVICES INC.	44.73K	Dec 31, 19	+19.07K	0.23%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	38.23K	Sep 30, 19	+38.23K	0.19%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.17M

Mar 31, 26

-116.96K

16.14%

Penserra Capital Management LLC

1.52M

Mar 31, 26

+86.20K

7.74%

ADVISOR GROUP HOLDINGS, INC.

791.76K

Mar 31, 26

-624.28K

4.03%

COMMONWEALTH EQUITY SERVICES, LLC

584.90K

Mar 31, 26

-13.09K

2.97%

Colony Group, LLC

513.28K

Mar 31, 26

-53.36K

2.61%

Cresset Asset Management, LLC

447.18K

Mar 31, 26

-12.62K

2.27%

Kestra Advisory Services, LLC

408.09K

Mar 31, 26

+109.54K

2.07%

BLAIR WILLIAM & CO/IL

404.46K

Mar 31, 26

-27.41K

2.06%

HighTower Advisors, LLC

404.44K

Mar 31, 26

+7.57K

2.06%

Cetera Investment Advisers

318.61K

Mar 31, 26

-16.80K

1.62%

RAYMOND JAMES FINANCIAL INC

307.06K

Mar 31, 26

-14.98K

1.56%

Creative Planning

270.13K

Mar 31, 26

+270.13K

1.37%

LPL Financial LLC

253.72K

Mar 31, 26

-8.86K

1.29%

Ascent Wealth Partners, LLC

238.58K

Mar 31, 26

-3.55K

1.21%

Advisory Alpha, LLC

230.93K

Mar 31, 26

+791

1.17%

TRUIST FINANCIAL CORP

228.56K

Mar 31, 26

-1.02K

1.16%

ENVESTNET ASSET MANAGEMENT INC

220.36K

Mar 31, 26

-71.48K

1.12%

Beacon Pointe Advisors, LLC

191.83K

Mar 31, 26

-1.68K

0.98%

Sentinus, LLC

176.21K

Mar 31, 26

-5.39K

0.90%

Brookstone Capital Management

170.21K

Mar 31, 26

-714.25K

0.87%

Miracle Mile Advisors, LLC

164.79K

Mar 31, 26

-13.29K

0.84%

Cerity Partners LLC

163.48K

Mar 31, 26

-13.46K

0.83%

CoreCap Advisors, LLC

151.26K

Mar 31, 26

-1.76K

0.77%

Concurrent Investment Advisors, LLC

147.10K

Mar 31, 26

-2.08K

0.75%

GILL CAPITAL PARTNERS, LLC

139.32K

Mar 31, 26

-1.01K

0.71%

McAlister, Sweet & Associates, Inc.

123.70K

Mar 31, 26

-125

0.63%

Diligent Investors, LLC

119.91K

Mar 31, 26

-349

0.61%

Capital Investment Advisory Services, LLC

102.65K

Mar 31, 26

-31

0.52%

Cambridge Investment Research Advisors, Inc.

95.92K

Mar 31, 26

-5.35K

0.49%

Southland Equity Partners LLC

85.04K

Mar 31, 26

-1.22K

0.43%

Bellwether Advisors, LLC

84.53K

Mar 31, 26

-379

0.43%

Trek Financial, LLC

80.89K

Mar 31, 26

-1.26K

0.41%

Patriot Financial Group Insurance Agency, LLC

79.99K

Mar 31, 26

+40.00K

0.41%

Resources Investment Advisors, LLC.

78.56K

Mar 31, 26

-2.77K

0.40%

Mariner, LLC

78.30K

Mar 31, 26

-49.99K

0.40%

CAPTRUST FINANCIAL ADVISORS

78.06K

Mar 31, 26

-714

0.40%

KFG WEALTH MANAGEMENT, LLC

77.19K

Mar 31, 26

-5.66K

0.39%

Lineweaver Wealth Advisors, LLC

74.85K

Mar 31, 26

0.38%

Janney Montgomery Scott LLC

72.56K

Mar 31, 26

-6.01K

0.37%

MAI Capital Management

72.04K

Mar 31, 26

-3.06K

0.37%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

66.95K

Mar 31, 26

+1.11K

0.34%

Keystone Wealth Services, LLC

63.83K

Mar 31, 26

-10.71K

0.32%

CRA Financial Services, LLC

63.55K

Mar 31, 26

-3.26K

0.32%

AE Wealth Management LLC

61.88K

Mar 31, 26

-5.96K

0.31%

YARGER WEALTH STRATEGIES, LLC

59.20K

Mar 31, 26

+41

0.30%

Chris Bulman Inc

57.41K

Mar 31, 26

-7.20K

0.29%

CORRADO ADVISORS, LLC

56.47K

Mar 31, 26

-1.33K

0.29%

BCS Wealth Management

55.38K

Mar 31, 26

-59.10K

0.28%

Atria Investments, Inc

54.31K

Mar 31, 26

-50.35K

0.28%

Mutual Advisors, LLC

52.72K

Mar 31, 26

+5.05K

0.27%

DHJJ Financial Advisors, Ltd.

48.94K

Mar 31, 26

-1

0.25%

MML INVESTORS SERVICES, LLC

48.52K

Mar 31, 26

-32.38K

0.25%

Global Assets Advisory, LLC

47.53K

Mar 31, 26

-120

0.24%

Wealth Alliance

46.17K

Mar 31, 26

-355

0.23%

RETIREMENT GUYS FORMULA LLC

45.70K

Mar 31, 26

+45.70K

0.23%

First City Capital Management, Inc.

45.38K

Mar 31, 26

-497

0.23%

Tradition Wealth Management, LLC

40.77K

Mar 31, 26

-18.02K

0.21%

Dynamic Advisor Solutions LLC

40.34K

Mar 31, 26

+13.25K

0.21%

Weaver Capital Management LLC

40.00K

Mar 31, 26

-855

0.20%

Advisory Services Network, LLC

39.08K

Mar 31, 26

-389

0.20%

Valmark Advisers, Inc.

38.47K

Mar 31, 26

-5.31K

0.20%

Foundations Investment Advisors, LLC

38.11K

Mar 31, 26

-1.82K

0.19%

Clay Northam Wealth Management, LLC

37.37K

Mar 31, 26

0.19%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

37.08K

Mar 31, 26

-155.47K

0.19%

Orion Capital Management LLC

34.91K

Mar 31, 26

-340

0.18%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

34.40K

Mar 31, 26

+69

0.17%

FIDUCIARY FINANCIAL GROUP, LLC

33.99K

Mar 31, 26

-2.84K

0.17%

FSA Advisors, Inc.

33.71K

Mar 31, 26

-364

0.17%

Cornerstone Wealth Group, LLC

33.09K

Mar 31, 26

-24

0.17%

RED CRANE WEALTH MANAGEMENT, LLC

33.09K

Mar 31, 26

-2.28K

0.17%

ARS Wealth Advisors Group, LLC

32.74K

Mar 31, 26

-433

0.17%

CITADEL ADVISORS LLC

31.73K

Mar 31, 26

+17.41K

0.16%

Continuum Advisory, LLC

30.93K

Mar 31, 26

-3

0.16%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

30.29K

Mar 31, 26

+11.63K

0.15%

CreativeOne Wealth, LLC

30.21K

Mar 31, 26

-3.00K

0.15%

MERCER GLOBAL ADVISORS INC /ADV

29.91K

Mar 31, 26

-6.76K

0.15%

BCGM Wealth Management, LLC

29.78K

Mar 31, 26

0.15%

OLD MISSION CAPITAL LLC

26.00K

Mar 31, 26

+26.00K

0.13%

SILVER OAK SECURITIES, INCORPORATED

24.22K

Mar 31, 26

-378

0.12%

Weaver Consulting Group

23.81K

Mar 31, 26

-1.31K

0.12%

HARBOUR INVESTMENTS, INC.

23.53K

Mar 31, 26

+10.04K

0.12%

RFG Advisory, LLC

22.25K

Mar 31, 26

-7.24K

0.11%

Capstone Triton Financial Group, LLC

21.47K

Mar 31, 26

+10.73K

0.11%

Annis Gardner Whiting Capital Advisors, LLC

21.46K

Mar 31, 26

0.11%

Pinnacle Wealth Management Group, Inc.

20.80K

Mar 31, 26

0.11%

FORVIS Wealth Advisors, LLC

20.66K

Mar 31, 26

-2.81K

0.11%

Focus Financial Network, Inc.

19.99K

Mar 31, 26

0.10%

NATIXIS ADVISORS, L.P.

19.39K

Mar 31, 26

0.10%

CALIBER WEALTH MANAGEMENT, LLC / KS

19.23K

Mar 31, 26

0.10%

Beacon Financial Advisory LLC

18.36K

Mar 31, 26

-300

0.09%

Outlook Wealth Advisors, LLC

18.14K

Mar 31, 26

0.09%

Visionary Wealth Advisors

17.78K

Mar 31, 26

-5.97K

0.09%

Buska Wealth Management, LLC

17.73K

Mar 31, 26

-4.92K

0.09%

Spire Wealth Management

16.54K

Mar 31, 26

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

16.49K

Mar 31, 26

-1.33K

0.08%

Pensionmark Financial Group, LLC

16.32K

Mar 31, 26

-613

0.08%

NewEdge Advisors, LLC

16.30K

Mar 31, 26

-1.76K

0.08%

BENJAMIN EDWARDS INC

16.27K

Mar 31, 26

-2.87K

0.08%

Cape Investment Advisory, Inc.

16.27K

Mar 31, 26

-125

0.08%

Steward Partners Investment Advisory, LLC

15.97K

Mar 31, 26

0.08%

Retirement Planning Group

15.66K

Mar 31, 26

0.08%

McAdam, LLC

15.55K

Mar 31, 26

0.08%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

15.20K

Mar 31, 26

-500

0.08%

Merit Financial Group, LLC

15.08K

Mar 31, 26

+291

0.08%

Straight Path Wealth Management

15.02K

Mar 31, 26

0.08%

Quest 10 Wealth Builders, Inc.

14.99K

Mar 31, 26

0.08%

Summit Wealth Partners, LLC

14.80K

Mar 31, 26

-717

0.08%

Castle Rock Wealth Management, LLC

14.42K

Mar 31, 26

0.07%

IFP Advisors, Inc

14.35K

Mar 31, 26

-3.36K

0.07%

John W. Brooker & Co., CPAs

14.25K

Mar 31, 26

-1.17K

0.07%

PTM WEALTH MANAGEMENT, LLC

14.14K

Mar 31, 26

-1.10K

0.07%

MILESTONE ASSET MANAGEMENT, LLC

13.91K

Mar 31, 26

-674

0.07%

ALTFEST L J & CO INC

13.77K

Mar 31, 26

-1

0.07%

Jacobi Capital Management LLC

13.52K

Mar 31, 26

-4.86K

0.07%

PRINCIPAL SECURITIES, INC.

12.96K

Mar 31, 26

-340

0.07%

Apollon Wealth Management, LLC

12.92K

Mar 31, 26

+322

0.07%

Soltis Investment Advisors LLC

12.83K

Mar 31, 26

-1.44K

0.07%

Dakota Wealth Management

12.25K

Mar 31, 26

0.06%

Kingsview Wealth Management, LLC

11.53K

Mar 31, 26

-640

0.06%

Sugar Maple Asset Management, LLC

11.35K

Mar 31, 26

-600

0.06%

Capital Analysts, LLC

10.95K

Mar 31, 26

0.06%

Jessup Wealth Management, Inc

10.76K

Mar 31, 26

-55

0.05%

Archer Investment Corp

10.60K

Mar 31, 26

0.05%

AA Financial Advisors, LLC

10.41K

Mar 31, 26

0.05%

Cypress Wealth Services, LLC

10.27K

Mar 31, 26

0.05%

Sigma Planning Corp

10.06K

Mar 31, 26

-19.94K

0.05%

Sound View Wealth Advisors Group, LLC

10.04K

Mar 31, 26

-100

0.05%

GTS SECURITIES LLC

9.76K

Mar 31, 26

+9.76K

0.05%

Maltin Wealth Management, Inc.

9.68K

Mar 31, 26

-3.90K

0.05%

Vantage Point Financial LLC

9.55K

Mar 31, 26

-125

0.05%

Nikulski Financial, Inc.

9.51K

Mar 31, 26

-130

0.05%

RETIREMENT INCOME SOLUTIONS, INC

9.43K

Mar 31, 26

0.05%

Lakeridge Wealth Management LLC

8.94K

Mar 31, 26

-102

0.05%

CITY HOLDING CO

8.93K

Mar 31, 26

-755

0.05%

RiverTree Advisors, LLC

8.91K

Mar 31, 26

0.05%

IHT Wealth Management, LLC

8.28K

Mar 31, 26

+183

0.04%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

8.25K

Mar 31, 26

0.04%

BigSur Wealth Management LLC

7.93K

Mar 31, 26

+3.29K

0.04%

Compass Advisory Group LLC

7.69K

Mar 31, 26

0.04%

Madison Wealth Partners, Inc

7.58K

Mar 31, 26

-230

0.04%

SRS Capital Advisors, Inc.

7.52K

Mar 31, 26

-35

0.04%

AssuredPartners Investment Advisors, LLC

7.52K

Mar 31, 26

0.04%

WealthPLAN Partners, LLC

7.52K

Mar 31, 26

-632

0.04%

Elmwood Wealth Management, Inc.

7.30K

Mar 31, 26

0.04%

WealthPlan Investment Management, LLC

7.27K

Mar 31, 26

0.04%

Farther Finance Advisors, LLC

7.25K

Mar 31, 26

+56

0.04%

Certified Advisory Corp

7.20K

Mar 31, 26

0.04%

ATTICUS WEALTH MANAGEMENT, LLC

7.16K

Mar 31, 26

0.04%

BROWN WEALTH MANAGEMENT, LLC

7.08K

Mar 31, 26

0.04%

AMERIFLEX GROUP, INC.

6.88K

Mar 31, 26

0.03%

BIP Wealth, LLC

6.70K

Mar 31, 26

-51

0.03%

Bedel Financial Consulting, Inc.

6.61K

Mar 31, 26

0.03%

Wisconsin Wealth Advisors, LLC

6.60K

Mar 31, 26

0.03%

Curated Wealth Partners LLC

6.58K

Mar 31, 26

-9.71K

0.03%

Bison Wealth, LLC

6.40K

Mar 31, 26

0.03%

Cardinal Point Capital Management, ULC

6.29K

Mar 31, 26

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

6.23K

Mar 31, 26

0.03%

TWO SIGMA SECURITIES, LLC

6.21K

Mar 31, 26

-2.79K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

6.19K

Mar 31, 26

-2.05K

0.03%

Chicago Partners Investment Group LLC

6.19K

Mar 31, 26

-1.50K

0.03%

MORGAN STANLEY

6.04K

Mar 31, 26

+4.67K

0.03%

Valtinson Bruner Financial Planning LLC

6.02K

Mar 31, 26

-1.09K

0.03%

Koshinski Asset Management, Inc.

5.91K

Mar 31, 26

-1.41K

0.03%

Galvin, Gaustad & Stein, LLC

5.72K

Mar 31, 26

-11

0.03%

JANE STREET GROUP, LLC

5.58K

Mar 31, 26

+5.58K

0.03%

PFG Advisors

5.50K

Mar 31, 26

-5

0.03%

Garden State Investment Advisory Services LLC

5.45K

Mar 31, 26

0.03%

Brinker Capital Investments, LLC

5.39K

Mar 31, 26

-16.10K

0.03%

Fiduciary Alliance LLC

5.29K

Mar 31, 26

-567

0.03%

HOHIMER WEALTH MANAGEMENT, LLC

5.23K

Mar 31, 26

0.03%

Belpointe Asset Management LLC

5.16K

Mar 31, 26

0.03%

Kathmere Capital Management, LLC

5.00K

Mar 31, 26

0.03%

CENTAURUS FINANCIAL, INC.

4.87K

Mar 31, 26

0.02%

Strategic Blueprint, LLC

4.73K

Mar 31, 26

-171

0.02%

Rockefeller Capital Management L.P.

4.01K

Mar 31, 26

-492

0.02%

JPMORGAN CHASE & CO

3.97K

Mar 31, 26

-1.23K

0.02%

WealthShield Partners, LLC

3.85K

Mar 31, 26

0.02%

Financial Network Wealth Advisors LLC

3.76K

Mar 31, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.38K

Mar 31, 26

0.01%

Wagner Wealth Management, LLC

2.00K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

1.75K

Mar 31, 26

0.01%

JDM Financial Group LLC

1.70K

Mar 31, 26

0.01%

AdvisorNet Financial, Inc

1.69K

Mar 31, 26

0.01%

Triumph Capital Management

1.58K

Mar 31, 26

0.01%

BARCLAYS PLC

1.34K

Mar 31, 26

-3.31K

0.01%

Integrity Financial Corp /WA

1.29K

Mar 31, 26

-14

0.01%

Bernard Wealth Management Corp.

1.08K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

900

Mar 31, 26

0.00%

ROYAL BANK OF CANADA

550

Mar 31, 26

-199

0.00%

UBS Group AG

391

Mar 31, 26

-74

0.00%

Anfield Capital Management, LLC

342

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

311

Mar 31, 26

-1.05K

0.00%

Whipplewood Advisors, LLC

206

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-411

0.00%

Arkadios Wealth Advisors

Mar 31, 26

-25.97K

OPTIMA CAPITAL LLC

Mar 31, 26

-4.44K

Parker Financial LLC

Mar 31, 26

-5.25K

Waterloo Capital, L.P.

Mar 31, 26

-5.17K

Vestment Financial LLC

Mar 31, 26

-9.78K

Berkshire Money Management, Inc.

Mar 31, 26

-5.17K

AlphaStar Capital Management, LLC

Mar 31, 26

-14.41K

Columbus Macro, LLC

Mar 31, 26

-5.02K

Interchange Capital Partners, LLC

Mar 31, 26

-5.00K

HRT FINANCIAL LP

Mar 31, 26

-8.79K

MITCHELL CAPITAL MANAGEMENT CO

Mar 31, 26

-6.75K

CYPRESS FINANCIAL PLANNING LLC

Mar 31, 26

-9.78K

Ambassador Advisors, LLC

Mar 31, 26

-4.70K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-9.25K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-8.41K

Atlantic Private Wealth, LLC

Mar 31, 26

-14.80K

SageView Advisory Group, LLC

230.27K

Dec 31, 25

+44.13K

1.17%

Schulz Wealth, LTD.

22.04K

Dec 31, 25

-1.03K

0.11%

AllSquare Wealth Management LLC

350

Sep 30, 25

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-53.54K

AVANTAX ADVISORY SERVICES, INC.

46.03K

Jun 30, 25

-1.25K

0.23%

Atria Wealth Solutions, Inc.

39.68K

Jun 30, 25

-18.35K

0.20%

Orion Portfolio Solutions, LLC

5.70K

Mar 31, 25

-1.93K

0.03%

Transform Wealth, LLC

Mar 31, 25

-7.42K

Sugarloaf Wealth Management, LLC

13.95K

Dec 31, 24

+57

0.07%

Riggs Capital Management LLC

8.27K

Dec 31, 24

+8.27K

0.04%

Raymond James Financial Services Advisors, Inc.

288.36K

Sep 30, 24

+61.07K

1.47%

RAYMOND JAMES & ASSOCIATES

17.05K

Sep 30, 24

+8.12K

0.09%

Pillar Wealth Advisors, LLC

9.12K

Sep 30, 24

-10.26K

0.05%

Alera Investment Advisors, LLC

Sep 30, 24

-10.49K

BENJAMIN F. EDWARDS & COMPANY, INC.

35.44K

Jun 30, 24

-383

0.18%

Cetera Advisors LLC

219.44K

Mar 31, 24

+18.07K

1.12%

InterOcean Capital Group, LLC

206.83K

Mar 31, 24

-183.58K

1.05%

Cetera Advisor Networks LLC

184.01K

Mar 31, 24

-29.34K

0.94%

Strategic Wealth Partners Group LLC

175.64K

Mar 31, 24

-9.97K

0.89%

FOCUS FINANCIAL NETWORK INC /ADV

31.19K

Dec 31, 23

+31.19K

0.16%

Steward Financial Group LLC

132.32K

Sep 30, 23

+48.39K

0.67%

BEDEL FINANCIAL CONSULTING INC

7.82K

Sep 30, 23

+7.82K

0.04%

Truadvice, LLC

6.40K

Sep 30, 23

0.03%

Sutton Wealth Advisors Inc.

4.33K

Sep 30, 23

0.02%

Financial Architects, Inc

45.52K

Jun 30, 23

-2.40K

0.23%

TRUSTCORE FINANCIAL SERVICES, LLC

57.23K

Dec 31, 22

-12.00K

0.29%

American Portfolios Advisors

32.10K

Sep 30, 22

+32.10K

0.16%

Covington Capital Management

500

Sep 30, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

7.96K

Mar 31, 22

-582

0.04%

NEXT Financial Group, Inc

4.30K

Dec 31, 21

0.02%

Hochman Cole Investment Advisors, Inc.

55.59K

Sep 30, 21

+55.59K

0.28%

OLD MISSION CAPITAL, LLC

68.94K

Dec 31, 20

+68.94K

0.35%

First Allied Advisory Services, Inc.

42.66K

Sep 30, 20

+42.66K

0.22%

Stearns Financial Services Group

18.36K

Sep 30, 20

+18.36K

0.09%

Advisor Group, Inc.

61.81K

Dec 31, 19

+2.00K

0.31%

LADENBURG THALMANN FINANCIAL SERVICES INC.

44.73K

Dec 31, 19

+19.07K

0.23%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

38.23K

Sep 30, 19

+38.23K

0.19%