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

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

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$46.55—

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PAUG(PAUG)

PAUG

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

Institutional Ownership

Top 258 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.11M	Jun 30, 26	-62.01K	16.26%
Penserra Capital Management LLC	1.61M	Jun 30, 26	+82.83K	8.39%
ADVISOR GROUP HOLDINGS, INC.	928.26K	Jun 30, 26	+136.51K	4.85%
COMMONWEALTH EQUITY SERVICES, LLC	511.72K	Jun 30, 26	-73.19K	2.67%
Colony Group, LLC	498.07K	Jun 30, 26	-15.21K	2.60%
Cresset Asset Management, LLC	439.84K	Jun 30, 26	-7.34K	2.30%
BLAIR WILLIAM & CO/IL	377.75K	Jun 30, 26	-26.71K	1.97%
Kestra Advisory Services, LLC	356.70K	Jun 30, 26	-51.39K	1.86%
HighTower Advisors, LLC	336.28K	Jun 30, 26	-68.16K	1.76%
Cetera Investment Advisers	285.74K	Jun 30, 26	-32.88K	1.49%
RAYMOND JAMES FINANCIAL INC	282.43K	Jun 30, 26	-24.63K	1.47%
Creative Planning	264.56K	Jun 30, 26	-5.57K	1.38%
LPL Financial LLC	254.55K	Jun 30, 26	+824	1.33%
SageView Advisory Group, LLC	233.71K	Jun 30, 26	-10.07K	1.22%
ENVESTNET ASSET MANAGEMENT INC	215.69K	Jun 30, 26	-4.66K	1.13%
Ascent Wealth Partners, LLC	210.21K	Jun 30, 26	-28.36K	1.10%
Concurrent Investment Advisors, LLC	206.91K	Jun 30, 26	+59.81K	1.08%
Beacon Pointe Advisors, LLC	192.00K	Jun 30, 26	+166	1.00%
TRUIST FINANCIAL CORP	180.69K	Jun 30, 26	-47.87K	0.94%
Sentinus, LLC	170.63K	Jun 30, 26	-5.58K	0.89%
Miracle Mile Advisors, LLC	159.08K	Jun 30, 26	-5.71K	0.83%
CoreCap Advisors, LLC	148.47K	Jun 30, 26	-2.80K	0.78%
Cerity Partners LLC	139.97K	Jun 30, 26	-23.51K	0.73%
Brookstone Capital Management	138.88K	Jun 30, 26	-31.33K	0.73%
GILL CAPITAL PARTNERS, LLC	131.97K	Jun 30, 26	-7.36K	0.69%
McAlister, Sweet & Associates, Inc.	123.58K	Jun 30, 26	-124	0.65%
Diligent Investors, LLC	119.60K	Jun 30, 26	-317	0.62%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	108.47K	Jun 30, 26	+78.19K	0.57%
Atria Investments, Inc	104.51K	Jun 30, 26	+50.20K	0.55%
Mariner, LLC	103.82K	Jun 30, 26	+25.52K	0.54%
Capital Investment Advisory Services, LLC	101.54K	Jun 30, 26	-1.11K	0.53%
Cambridge Investment Research Advisors, Inc.	92.36K	Jun 30, 26	-3.56K	0.48%
Bellwether Advisors, LLC	84.53K	Jun 30, 26	--	0.44%
Southland Equity Partners LLC	82.46K	Jun 30, 26	-2.58K	0.43%
Keating Financial Advisory Services, Inc.	80.66K	Jun 30, 26	+181	0.42%
CAPTRUST FINANCIAL ADVISORS	77.89K	Jun 30, 26	-173	0.41%
Lineweaver Wealth Advisors, LLC	74.85K	Jun 30, 26	--	0.39%
Resources Investment Advisors, LLC.	74.53K	Jun 30, 26	-4.02K	0.39%
Janney Montgomery Scott LLC	73.09K	Jun 30, 26	+531	0.38%
MML INVESTORS SERVICES, LLC	70.69K	Jun 30, 26	+22.16K	0.37%
KFG WEALTH MANAGEMENT, LLC	69.24K	Jun 30, 26	-7.95K	0.36%
Trek Financial, LLC	67.50K	Jun 30, 26	-13.38K	0.35%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	65.82K	Jun 30, 26	-1.13K	0.34%
Advisory Alpha, LLC	63.10K	Jun 30, 26	-167.82K	0.33%
Cassady Wealth & Retirement Planning, LLC	62.30K	Jun 30, 26	-41	0.33%
Keystone Wealth Services, LLC	60.09K	Jun 30, 26	-3.74K	0.31%
CRA Financial Services, LLC	59.91K	Jun 30, 26	-3.64K	0.31%
MAI Capital Management	58.70K	Jun 30, 26	-13.34K	0.31%
YARGER WEALTH STRATEGIES, LLC	58.60K	Jun 30, 26	-600	0.31%
Chris Bulman Inc	56.99K	Jun 30, 26	-427	0.30%
CORRADO ADVISORS, LLC	55.38K	Jun 30, 26	-1.09K	0.29%
BCS Wealth Management	55.20K	Jun 30, 26	-173	0.29%
COFG Advisors, LLC	51.99K	Jun 30, 26	-679	0.27%
MTM FINANCIAL GROUP, LLC	50.71K	Jun 30, 26	-335	0.26%
OLD MISSION CAPITAL LLC	50.28K	Jun 30, 26	+24.28K	0.26%
DHJJ Financial Advisors, Ltd.	48.49K	Jun 30, 26	-454	0.25%
Mutual Advisors, LLC	47.55K	Jun 30, 26	-5.17K	0.25%
Global Assets Advisory, LLC	46.25K	Jun 30, 26	-1.28K	0.24%
Wealth Alliance	45.29K	Jun 30, 26	-881	0.24%
First City Capital Management, Inc.	45.25K	Jun 30, 26	-125	0.24%
RETIREMENT GUYS FORMULA LLC	40.08K	Jun 30, 26	-5.63K	0.21%
Weaver Capital Management LLC	40.00K	Jun 30, 26	--	0.21%
Patriot Financial Group Insurance Agency, LLC	39.76K	Jun 30, 26	-40.23K	0.21%
Tradition Wealth Management, LLC	38.85K	Jun 30, 26	-1.92K	0.20%
Advisory Services Network, LLC	38.06K	Jun 30, 26	-1.02K	0.20%
Dynamic Advisor Solutions LLC	37.98K	Jun 30, 26	-2.37K	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37.91K	Jun 30, 26	+834	0.20%
HRT FINANCIAL LP	37.74K	Jun 30, 26	+37.74K	0.20%
Foundations Investment Advisors, LLC	36.57K	Jun 30, 26	-1.54K	0.19%
Clay Northam Wealth Management, LLC	36.37K	Jun 30, 26	-1.00K	0.19%
AE Wealth Management LLC	35.62K	Jun 30, 26	-26.26K	0.19%
Orion Capital Management LLC	34.91K	Jun 30, 26	--	0.18%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	34.83K	Jun 30, 26	+431	0.18%
GTS FINANCIAL, LLC	34.47K	Jun 30, 26	-1.01K	0.18%
Valmark Advisers, Inc.	33.89K	Jun 30, 26	-4.57K	0.18%
Cornerstone Wealth Group, LLC	33.17K	Jun 30, 26	+78	0.17%
RED CRANE WEALTH MANAGEMENT, LLC	33.09K	Jun 30, 26	--	0.17%
ARS Wealth Advisors Group, LLC	32.74K	Jun 30, 26	--	0.17%
FIDUCIARY FINANCIAL GROUP, LLC	32.59K	Jun 30, 26	-1.40K	0.17%
FSA Advisors, Inc.	32.52K	Jun 30, 26	-1.18K	0.17%
Continuum Advisory, LLC	30.92K	Jun 30, 26	-7	0.16%
BCGM Wealth Management, LLC	29.78K	Jun 30, 26	--	0.16%
JANE STREET GROUP, LLC	29.13K	Jun 30, 26	+23.55K	0.15%
BFI Wealth Solutions, LLC	28.76K	Jun 30, 26	+2.94K	0.15%
MERCER GLOBAL ADVISORS INC /ADV	28.21K	Jun 30, 26	-1.70K	0.15%
TopTier Wealth Management, LLC	24.95K	Jun 30, 26	--	0.13%
Selby Wealth Management, LLC	24.90K	Jun 30, 26	-543	0.13%
SILVER OAK SECURITIES, INCORPORATED	24.22K	Jun 30, 26	--	0.13%
Weaver Consulting Group	23.81K	Jun 30, 26	-2	0.12%
HARBOUR INVESTMENTS, INC.	22.80K	Jun 30, 26	-728	0.12%
RFG Advisory, LLC	22.25K	Jun 30, 26	--	0.12%
Annis Gardner Whiting Capital Advisors, LLC	21.46K	Jun 30, 26	--	0.11%
Pinnacle Wealth Management Group, Inc.	20.35K	Jun 30, 26	-455	0.11%
Focus Financial Network, Inc.	20.10K	Jun 30, 26	+110	0.10%
FORVIS Wealth Advisors, LLC	20.09K	Jun 30, 26	-573	0.10%
NATIXIS ADVISORS, L.P.	19.39K	Jun 30, 26	--	0.10%
CALIBER WEALTH MANAGEMENT, LLC / KS	19.23K	Jun 30, 26	--	0.10%
Beacon Financial Advisory LLC	18.36K	Jun 30, 26	--	0.10%
Outlook Wealth Advisors, LLC	18.14K	Jun 30, 26	--	0.09%
Quantinno Capital Management LP	17.65K	Jun 30, 26	+17.65K	0.09%
Visionary Wealth Advisors	17.55K	Jun 30, 26	-224	0.09%
VAQUERO PRIVATE WEALTH, LTD	17.50K	Jun 30, 26	+17.50K	0.09%
IFP Advisors, Inc	16.62K	Jun 30, 26	+2.27K	0.09%
Buska Wealth Management, LLC	16.43K	Jun 30, 26	-1.30K	0.09%
Pensionmark Financial Group, LLC	16.32K	Jun 30, 26	--	0.09%
NewEdge Advisors, LLC	16.30K	Jun 30, 26	-8	0.09%
Steward Partners Investment Advisory, LLC	15.73K	Jun 30, 26	-236	0.08%
Cape Investment Advisory, Inc.	15.67K	Jun 30, 26	-600	0.08%
Retirement Planning Group	15.66K	Jun 30, 26	--	0.08%
Spire Wealth Management	15.63K	Jun 30, 26	-911	0.08%
Dakota Wealth Management	15.61K	Jun 30, 26	+3.36K	0.08%
McAdam, LLC	15.55K	Jun 30, 26	--	0.08%
BENJAMIN EDWARDS INC	15.52K	Jun 30, 26	-750	0.08%
Straight Path Wealth Management	15.02K	Jun 30, 26	--	0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	15.00K	Jun 30, 26	-192	0.08%
Quest 10 Wealth Builders, Inc.	14.97K	Jun 30, 26	-16	0.08%
Merit Financial Group, LLC	14.94K	Jun 30, 26	-144	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	14.73K	Jun 30, 26	-1.76K	0.08%
Castle Rock Wealth Management, LLC	14.34K	Jun 30, 26	-84	0.07%
PTM WEALTH MANAGEMENT, LLC	14.14K	Jun 30, 26	--	0.07%
ALTFEST L J & CO INC	13.77K	Jun 30, 26	--	0.07%
MILESTONE ASSET MANAGEMENT, LLC	13.61K	Jun 30, 26	-306	0.07%
Apollon Wealth Management, LLC	13.00K	Jun 30, 26	+77	0.07%
PRINCIPAL SECURITIES, INC.	12.96K	Jun 30, 26	-2	0.07%
Jacobi Capital Management LLC	12.90K	Jun 30, 26	-614	0.07%
Soltis Investment Advisors LLC	12.83K	Jun 30, 26	--	0.07%
CITADEL ADVISORS LLC	12.82K	Jun 30, 26	-18.91K	0.07%
Summit Wealth Partners, LLC	12.59K	Jun 30, 26	-2.21K	0.07%
Cornerstone Wealth, LLC/TN	12.21K	Jun 30, 26	-128.81K	0.06%
Kingsview Wealth Management, LLC	11.47K	Jun 30, 26	-58	0.06%
Sugar Maple Asset Management, LLC	11.23K	Jun 30, 26	-115	0.06%
Capital Analysts, LLC	10.95K	Jun 30, 26	--	0.06%
Capstone Triton Financial Group, LLC	10.73K	Jun 30, 26	-10.73K	0.06%
Archer Investment Corp	10.60K	Jun 30, 26	--	0.06%
Integrity Advisory Solutions, LLC	10.56K	Jun 30, 26	-2.54K	0.06%
Jessup Wealth Management, Inc	10.53K	Jun 30, 26	-231	0.05%
AA Financial Advisors, LLC	10.53K	Jun 30, 26	+113	0.05%
Sigma Planning Corp	10.28K	Jun 30, 26	+219	0.05%
Cypress Wealth Services, LLC	10.27K	Jun 30, 26	--	0.05%
Liberty Atlantic Advisors LLC	9.78K	Jun 30, 26	--	0.05%
Sound View Wealth Advisors Group, LLC	9.72K	Jun 30, 26	-322	0.05%
Vantage Point Financial LLC	9.55K	Jun 30, 26	--	0.05%
Nikulski Financial, Inc.	9.51K	Jun 30, 26	--	0.05%
RETIREMENT INCOME SOLUTIONS, INC	9.43K	Jun 30, 26	--	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	9.24K	Jun 30, 26	+9.24K	0.05%
Lakeridge Wealth Management LLC	8.94K	Jun 30, 26	--	0.05%
SRS Capital Advisors, Inc.	8.93K	Jun 30, 26	+1.41K	0.05%
RiverTree Advisors, LLC	8.91K	Jun 30, 26	--	0.05%
CITY HOLDING CO	8.84K	Jun 30, 26	-97	0.05%
CreativeOne Wealth, LLC	8.80K	Jun 30, 26	-21.41K	0.05%
J.W. COLE ADVISORS, INC.	8.41K	Jun 30, 26	+8.41K	0.04%
TWO SIGMA SECURITIES, LLC	8.34K	Jun 30, 26	+2.13K	0.04%
IHT Wealth Management, LLC	8.28K	Jun 30, 26	--	0.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	8.25K	Jun 30, 26	--	0.04%
John W. Brooker & Co., CPAs	8.06K	Jun 30, 26	-6.18K	0.04%
Fortune Financial Group, Inc.	8.01K	Jun 30, 26	-524	0.04%
BigSur Wealth Management LLC	7.75K	Jun 30, 26	-175	0.04%
Compass Advisory Group LLC	7.69K	Jun 30, 26	--	0.04%
Madison Wealth Partners, Inc	7.58K	Jun 30, 26	--	0.04%
AssuredPartners Investment Advisors, LLC	7.52K	Jun 30, 26	--	0.04%
WealthPLAN Partners, LLC	7.52K	Jun 30, 26	--	0.04%
Maltin Wealth Management, Inc.	7.46K	Jun 30, 26	-2.22K	0.04%
Elmwood Wealth Management, Inc.	7.30K	Jun 30, 26	--	0.04%
WealthPlan Investment Management, LLC	7.27K	Jun 30, 26	--	0.04%
Farther Finance Advisors, LLC	7.19K	Jun 30, 26	-60	0.04%
ATTICUS WEALTH MANAGEMENT, LLC	7.13K	Jun 30, 26	-20	0.04%
BROWN WEALTH MANAGEMENT, LLC	7.08K	Jun 30, 26	--	0.04%
Certified Advisory Corp	6.91K	Jun 30, 26	-298	0.04%
AMERIFLEX GROUP, INC.	6.88K	Jun 30, 26	--	0.04%
BIP Wealth, LLC	6.70K	Jun 30, 26	--	0.03%
Wisconsin Wealth Advisors, LLC	6.60K	Jun 30, 26	--	0.03%
Curated Wealth Partners LLC	6.58K	Jun 30, 26	--	0.03%
Bedel Financial Consulting, Inc.	6.47K	Jun 30, 26	-134	0.03%
Bison Wealth, LLC	6.40K	Jun 30, 26	--	0.03%
Cardinal Point Capital Management, ULC	6.29K	Jun 30, 26	--	0.03%
Chicago Partners Investment Group LLC	6.19K	Jun 30, 26	--	0.03%
MORGAN STANLEY	6.04K	Jun 30, 26	--	0.03%
Valtinson Bruner Financial Planning LLC	6.02K	Jun 30, 26	--	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	5.87K	Jun 30, 26	-357	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	5.86K	Jun 30, 26	-332	0.03%
Koshinski Asset Management, Inc.	5.83K	Jun 30, 26	-78	0.03%
Pacific Park Financial, Inc.	5.70K	Jun 30, 26	-236	0.03%
Galvin, Gaustad & Stein, LLC	5.38K	Jun 30, 26	-338	0.03%
HOHIMER WEALTH MANAGEMENT, LLC	5.23K	Jun 30, 26	--	0.03%
ProCore Advisors, LLC	5.20K	Jun 30, 26	--	0.03%
PFG Advisors	5.16K	Jun 30, 26	-341	0.03%
Belpointe Asset Management LLC	5.16K	Jun 30, 26	-6	0.03%
Garden State Investment Advisory Services LLC	5.05K	Jun 30, 26	-400	0.03%
Kathmere Capital Management, LLC	5.00K	Jun 30, 26	--	0.03%
Interchange Capital Partners, LLC	5.00K	Jun 30, 26	+5.00K	0.03%
CENTAURUS FINANCIAL, INC.	4.87K	Jun 30, 26	--	0.03%
Strategic Blueprint, LLC	4.53K	Jun 30, 26	-202	0.02%
Forty-three Eighteen Advisors, LLC	4.53K	Jun 30, 26	-700	0.02%
Ambassador Advisors, LLC	4.49K	Jun 30, 26	+4.49K	0.02%
Rockefeller Capital Management L.P.	4.48K	Jun 30, 26	+468	0.02%
INTEGRAL INVESTMENT ADVISORS, INC.	4.41K	Jun 30, 26	+4.41K	0.02%
WealthShield Partners, LLC	3.85K	Jun 30, 26	--	0.02%
Financial Network Wealth Advisors LLC	3.76K	Jun 30, 26	--	0.02%
JPMORGAN CHASE & CO	2.79K	Jun 30, 26	-1.17K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.38K	Jun 30, 26	--	0.01%
MidFirst Bank	2.21K	Jun 30, 26	+2.21K	0.01%
EverSource Wealth Advisors, LLC	1.75K	Jun 30, 26	--	0.01%
JDM Financial Group LLC	1.70K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	1.69K	Jun 30, 26	--	0.01%
Triumph Capital Management	1.58K	Jun 30, 26	--	0.01%
Integrity Financial Corp /WA	1.29K	Jun 30, 26	--	0.01%
Bernard Wealth Management Corp.	1.08K	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	550	Jun 30, 26	--	0.00%
ASSETMARK, INC	458	Jun 30, 26	+411	0.00%
WELLS FARGO & COMPANY/MN	389	Jun 30, 26	+389	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	386	Jun 30, 26	+386	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	138	Jun 30, 26	+138	0.00%
Fiduciary Alliance LLC	--	Jun 30, 26	-5.29K	--
UBS Group AG	--	Jun 30, 26	-391	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-311	--
BARCLAYS PLC	--	Jun 30, 26	-1.34K	--
Wagner Wealth Management, LLC	--	Jun 30, 26	-2.00K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-5.39K	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-206	--
GTS SECURITIES LLC	--	Jun 30, 26	-9.76K	--
Sunbelt Securities, Inc.	900	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	342	Mar 31, 26	--	0.00%
Schulz Wealth, LTD.	22.04K	Dec 31, 25	-1.03K	0.12%
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	0.24%
Atria Wealth Solutions, Inc.	39.68K	Jun 30, 25	-18.35K	0.21%
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	1.51%
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	0.19%
Cetera Advisors LLC	219.44K	Mar 31, 24	+18.07K	1.15%
InterOcean Capital Group, LLC	206.83K	Mar 31, 24	-183.58K	1.08%
Cetera Advisor Networks LLC	184.01K	Mar 31, 24	-29.34K	0.96%
Strategic Wealth Partners Group LLC	175.64K	Mar 31, 24	-9.97K	0.92%
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	0.69%
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	0.24%
TRUSTCORE FINANCIAL SERVICES, LLC	57.23K	Dec 31, 22	-12.00K	0.30%
American Portfolios Advisors	32.10K	Sep 30, 22	+32.10K	0.17%
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	0.29%
OLD MISSION CAPITAL, LLC	68.94K	Dec 31, 20	+68.94K	0.36%
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	0.10%
Advisor Group, Inc.	61.81K	Dec 31, 19	+2.00K	0.32%
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	0.20%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.11M

Jun 30, 26

-62.01K

16.26%

Penserra Capital Management LLC

1.61M

Jun 30, 26

+82.83K

8.39%

ADVISOR GROUP HOLDINGS, INC.

928.26K

Jun 30, 26

+136.51K

4.85%

COMMONWEALTH EQUITY SERVICES, LLC

511.72K

Jun 30, 26

-73.19K

2.67%

Colony Group, LLC

498.07K

Jun 30, 26

-15.21K

2.60%

Cresset Asset Management, LLC

439.84K

Jun 30, 26

-7.34K

2.30%

BLAIR WILLIAM & CO/IL

377.75K

Jun 30, 26

-26.71K

1.97%

Kestra Advisory Services, LLC

356.70K

Jun 30, 26

-51.39K

1.86%

HighTower Advisors, LLC

336.28K

Jun 30, 26

-68.16K

1.76%

Cetera Investment Advisers

285.74K

Jun 30, 26

-32.88K

1.49%

RAYMOND JAMES FINANCIAL INC

282.43K

Jun 30, 26

-24.63K

1.47%

Creative Planning

264.56K

Jun 30, 26

-5.57K

1.38%

LPL Financial LLC

254.55K

Jun 30, 26

+824

1.33%

SageView Advisory Group, LLC

233.71K

Jun 30, 26

-10.07K

1.22%

ENVESTNET ASSET MANAGEMENT INC

215.69K

Jun 30, 26

-4.66K

1.13%

Ascent Wealth Partners, LLC

210.21K

Jun 30, 26

-28.36K

1.10%

Concurrent Investment Advisors, LLC

206.91K

Jun 30, 26

+59.81K

1.08%

Beacon Pointe Advisors, LLC

192.00K

Jun 30, 26

+166

1.00%

TRUIST FINANCIAL CORP

180.69K

Jun 30, 26

-47.87K

0.94%

Sentinus, LLC

170.63K

Jun 30, 26

-5.58K

0.89%

Miracle Mile Advisors, LLC

159.08K

Jun 30, 26

-5.71K

0.83%

CoreCap Advisors, LLC

148.47K

Jun 30, 26

-2.80K

0.78%

Cerity Partners LLC

139.97K

Jun 30, 26

-23.51K

0.73%

Brookstone Capital Management

138.88K

Jun 30, 26

-31.33K

0.73%

GILL CAPITAL PARTNERS, LLC

131.97K

Jun 30, 26

-7.36K

0.69%

McAlister, Sweet & Associates, Inc.

123.58K

Jun 30, 26

-124

0.65%

Diligent Investors, LLC

119.60K

Jun 30, 26

-317

0.62%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

108.47K

Jun 30, 26

+78.19K

0.57%

Atria Investments, Inc

104.51K

Jun 30, 26

+50.20K

0.55%

Mariner, LLC

103.82K

Jun 30, 26

+25.52K

0.54%

Capital Investment Advisory Services, LLC

101.54K

Jun 30, 26

-1.11K

0.53%

Cambridge Investment Research Advisors, Inc.

92.36K

Jun 30, 26

-3.56K

0.48%

Bellwether Advisors, LLC

84.53K

Jun 30, 26

0.44%

Southland Equity Partners LLC

82.46K

Jun 30, 26

-2.58K

0.43%

Keating Financial Advisory Services, Inc.

80.66K

Jun 30, 26

+181

0.42%

CAPTRUST FINANCIAL ADVISORS

77.89K

Jun 30, 26

-173

0.41%

Lineweaver Wealth Advisors, LLC

74.85K

Jun 30, 26

0.39%

Resources Investment Advisors, LLC.

74.53K

Jun 30, 26

-4.02K

0.39%

Janney Montgomery Scott LLC

73.09K

Jun 30, 26

+531

0.38%

MML INVESTORS SERVICES, LLC

70.69K

Jun 30, 26

+22.16K

0.37%

KFG WEALTH MANAGEMENT, LLC

69.24K

Jun 30, 26

-7.95K

0.36%

Trek Financial, LLC

67.50K

Jun 30, 26

-13.38K

0.35%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

65.82K

Jun 30, 26

-1.13K

0.34%

Advisory Alpha, LLC

63.10K

Jun 30, 26

-167.82K

0.33%

Cassady Wealth & Retirement Planning, LLC

62.30K

Jun 30, 26

-41

0.33%

Keystone Wealth Services, LLC

60.09K

Jun 30, 26

-3.74K

0.31%

CRA Financial Services, LLC

59.91K

Jun 30, 26

-3.64K

0.31%

MAI Capital Management

58.70K

Jun 30, 26

-13.34K

0.31%

YARGER WEALTH STRATEGIES, LLC

58.60K

Jun 30, 26

-600

0.31%

Chris Bulman Inc

56.99K

Jun 30, 26

-427

0.30%

CORRADO ADVISORS, LLC

55.38K

Jun 30, 26

-1.09K

0.29%

BCS Wealth Management

55.20K

Jun 30, 26

-173

0.29%

COFG Advisors, LLC

51.99K

Jun 30, 26

-679

0.27%

MTM FINANCIAL GROUP, LLC

50.71K

Jun 30, 26

-335

0.26%

OLD MISSION CAPITAL LLC

50.28K

Jun 30, 26

+24.28K

0.26%

DHJJ Financial Advisors, Ltd.

48.49K

Jun 30, 26

-454

0.25%

Mutual Advisors, LLC

47.55K

Jun 30, 26

-5.17K

0.25%

Global Assets Advisory, LLC

46.25K

Jun 30, 26

-1.28K

0.24%

Wealth Alliance

45.29K

Jun 30, 26

-881

0.24%

First City Capital Management, Inc.

45.25K

Jun 30, 26

-125

0.24%

RETIREMENT GUYS FORMULA LLC

40.08K

Jun 30, 26

-5.63K

0.21%

Weaver Capital Management LLC

40.00K

Jun 30, 26

0.21%

Patriot Financial Group Insurance Agency, LLC

39.76K

Jun 30, 26

-40.23K

0.21%

Tradition Wealth Management, LLC

38.85K

Jun 30, 26

-1.92K

0.20%

Advisory Services Network, LLC

38.06K

Jun 30, 26

-1.02K

0.20%

Dynamic Advisor Solutions LLC

37.98K

Jun 30, 26

-2.37K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

37.91K

Jun 30, 26

+834

0.20%

HRT FINANCIAL LP

37.74K

Jun 30, 26

+37.74K

0.20%

Foundations Investment Advisors, LLC

36.57K

Jun 30, 26

-1.54K

0.19%

Clay Northam Wealth Management, LLC

36.37K

Jun 30, 26

-1.00K

0.19%

AE Wealth Management LLC

35.62K

Jun 30, 26

-26.26K

0.19%

Orion Capital Management LLC

34.91K

Jun 30, 26

0.18%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

34.83K

Jun 30, 26

+431

0.18%

GTS FINANCIAL, LLC

34.47K

Jun 30, 26

-1.01K

0.18%

Valmark Advisers, Inc.

33.89K

Jun 30, 26

-4.57K

0.18%

Cornerstone Wealth Group, LLC

33.17K

Jun 30, 26

+78

0.17%

RED CRANE WEALTH MANAGEMENT, LLC

33.09K

Jun 30, 26

0.17%

ARS Wealth Advisors Group, LLC

32.74K

Jun 30, 26

0.17%

FIDUCIARY FINANCIAL GROUP, LLC

32.59K

Jun 30, 26

-1.40K

0.17%

FSA Advisors, Inc.

32.52K

Jun 30, 26

-1.18K

0.17%

Continuum Advisory, LLC

30.92K

Jun 30, 26

-7

0.16%

BCGM Wealth Management, LLC

29.78K

Jun 30, 26

0.16%

JANE STREET GROUP, LLC

29.13K

Jun 30, 26

+23.55K

0.15%

BFI Wealth Solutions, LLC

28.76K

Jun 30, 26

+2.94K

0.15%

MERCER GLOBAL ADVISORS INC /ADV

28.21K

Jun 30, 26

-1.70K

0.15%

TopTier Wealth Management, LLC

24.95K

Jun 30, 26

0.13%

Selby Wealth Management, LLC

24.90K

Jun 30, 26

-543

0.13%

SILVER OAK SECURITIES, INCORPORATED

24.22K

Jun 30, 26

0.13%

Weaver Consulting Group

23.81K

Jun 30, 26

-2

0.12%

HARBOUR INVESTMENTS, INC.

22.80K

Jun 30, 26

-728

0.12%

RFG Advisory, LLC

22.25K

Jun 30, 26

0.12%

Annis Gardner Whiting Capital Advisors, LLC

21.46K

Jun 30, 26

0.11%

Pinnacle Wealth Management Group, Inc.

20.35K

Jun 30, 26

-455

0.11%

Focus Financial Network, Inc.

20.10K

Jun 30, 26

+110

0.10%

FORVIS Wealth Advisors, LLC

20.09K

Jun 30, 26

-573

0.10%

NATIXIS ADVISORS, L.P.

19.39K

Jun 30, 26

0.10%

CALIBER WEALTH MANAGEMENT, LLC / KS

19.23K

Jun 30, 26

0.10%

Beacon Financial Advisory LLC

18.36K

Jun 30, 26

0.10%

Outlook Wealth Advisors, LLC

18.14K

Jun 30, 26

0.09%

Quantinno Capital Management LP

17.65K

Jun 30, 26

+17.65K

0.09%

Visionary Wealth Advisors

17.55K

Jun 30, 26

-224

0.09%

VAQUERO PRIVATE WEALTH, LTD

17.50K

Jun 30, 26

+17.50K

0.09%

IFP Advisors, Inc

16.62K

Jun 30, 26

+2.27K

0.09%

Buska Wealth Management, LLC

16.43K

Jun 30, 26

-1.30K

0.09%

Pensionmark Financial Group, LLC

16.32K

Jun 30, 26

0.09%

NewEdge Advisors, LLC

16.30K

Jun 30, 26

-8

0.09%

Steward Partners Investment Advisory, LLC

15.73K

Jun 30, 26

-236

0.08%

Cape Investment Advisory, Inc.

15.67K

Jun 30, 26

-600

0.08%

Retirement Planning Group

15.66K

Jun 30, 26

0.08%

Spire Wealth Management

15.63K

Jun 30, 26

-911

0.08%

Dakota Wealth Management

15.61K

Jun 30, 26

+3.36K

0.08%

McAdam, LLC

15.55K

Jun 30, 26

0.08%

BENJAMIN EDWARDS INC

15.52K

Jun 30, 26

-750

0.08%

Straight Path Wealth Management

15.02K

Jun 30, 26

0.08%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

15.00K

Jun 30, 26

-192

0.08%

Quest 10 Wealth Builders, Inc.

14.97K

Jun 30, 26

-16

0.08%

Merit Financial Group, LLC

14.94K

Jun 30, 26

-144

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

14.73K

Jun 30, 26

-1.76K

0.08%

Castle Rock Wealth Management, LLC

14.34K

Jun 30, 26

-84

0.07%

PTM WEALTH MANAGEMENT, LLC

14.14K

Jun 30, 26

0.07%

ALTFEST L J & CO INC

13.77K

Jun 30, 26

0.07%

MILESTONE ASSET MANAGEMENT, LLC

13.61K

Jun 30, 26

-306

0.07%

Apollon Wealth Management, LLC

13.00K

Jun 30, 26

+77

0.07%

PRINCIPAL SECURITIES, INC.

12.96K

Jun 30, 26

-2

0.07%

Jacobi Capital Management LLC

12.90K

Jun 30, 26

-614

0.07%

Soltis Investment Advisors LLC

12.83K

Jun 30, 26

0.07%

CITADEL ADVISORS LLC

12.82K

Jun 30, 26

-18.91K

0.07%

Summit Wealth Partners, LLC

12.59K

Jun 30, 26

-2.21K

0.07%

Cornerstone Wealth, LLC/TN

12.21K

Jun 30, 26

-128.81K

0.06%

Kingsview Wealth Management, LLC

11.47K

Jun 30, 26

-58

0.06%

Sugar Maple Asset Management, LLC

11.23K

Jun 30, 26

-115

0.06%

Capital Analysts, LLC

10.95K

Jun 30, 26

0.06%

Capstone Triton Financial Group, LLC

10.73K

Jun 30, 26

-10.73K

0.06%

Archer Investment Corp

10.60K

Jun 30, 26

0.06%

Integrity Advisory Solutions, LLC

10.56K

Jun 30, 26

-2.54K

0.06%

Jessup Wealth Management, Inc

10.53K

Jun 30, 26

-231

0.05%

AA Financial Advisors, LLC

10.53K

Jun 30, 26

+113

0.05%

Sigma Planning Corp

10.28K

Jun 30, 26

+219

0.05%

Cypress Wealth Services, LLC

10.27K

Jun 30, 26

0.05%

Liberty Atlantic Advisors LLC

9.78K

Jun 30, 26

0.05%

Sound View Wealth Advisors Group, LLC

9.72K

Jun 30, 26

-322

0.05%

Vantage Point Financial LLC

9.55K

Jun 30, 26

0.05%

Nikulski Financial, Inc.

9.51K

Jun 30, 26

0.05%

RETIREMENT INCOME SOLUTIONS, INC

9.43K

Jun 30, 26

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

9.24K

Jun 30, 26

+9.24K

0.05%

Lakeridge Wealth Management LLC

8.94K

Jun 30, 26

0.05%

SRS Capital Advisors, Inc.

8.93K

Jun 30, 26

+1.41K

0.05%

RiverTree Advisors, LLC

8.91K

Jun 30, 26

0.05%

CITY HOLDING CO

8.84K

Jun 30, 26

-97

0.05%

CreativeOne Wealth, LLC

8.80K

Jun 30, 26

-21.41K

0.05%

J.W. COLE ADVISORS, INC.

8.41K

Jun 30, 26

+8.41K

0.04%

TWO SIGMA SECURITIES, LLC

8.34K

Jun 30, 26

+2.13K

0.04%

IHT Wealth Management, LLC

8.28K

Jun 30, 26

0.04%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

8.25K

Jun 30, 26

0.04%

John W. Brooker & Co., CPAs

8.06K

Jun 30, 26

-6.18K

0.04%

Fortune Financial Group, Inc.

8.01K

Jun 30, 26

-524

0.04%

BigSur Wealth Management LLC

7.75K

Jun 30, 26

-175

0.04%

Compass Advisory Group LLC

7.69K

Jun 30, 26

0.04%

Madison Wealth Partners, Inc

7.58K

Jun 30, 26

0.04%

AssuredPartners Investment Advisors, LLC

7.52K

Jun 30, 26

0.04%

WealthPLAN Partners, LLC

7.52K

Jun 30, 26

0.04%

Maltin Wealth Management, Inc.

7.46K

Jun 30, 26

-2.22K

0.04%

Elmwood Wealth Management, Inc.

7.30K

Jun 30, 26

0.04%

WealthPlan Investment Management, LLC

7.27K

Jun 30, 26

0.04%

Farther Finance Advisors, LLC

7.19K

Jun 30, 26

-60

0.04%

ATTICUS WEALTH MANAGEMENT, LLC

7.13K

Jun 30, 26

-20

0.04%

BROWN WEALTH MANAGEMENT, LLC

7.08K

Jun 30, 26

0.04%

Certified Advisory Corp

6.91K

Jun 30, 26

-298

0.04%

AMERIFLEX GROUP, INC.

6.88K

Jun 30, 26

0.04%

BIP Wealth, LLC

6.70K

Jun 30, 26

0.03%

Wisconsin Wealth Advisors, LLC

6.60K

Jun 30, 26

0.03%

Curated Wealth Partners LLC

6.58K

Jun 30, 26

0.03%

Bedel Financial Consulting, Inc.

6.47K

Jun 30, 26

-134

0.03%

Bison Wealth, LLC

6.40K

Jun 30, 26

0.03%

Cardinal Point Capital Management, ULC

6.29K

Jun 30, 26

0.03%

Chicago Partners Investment Group LLC

6.19K

Jun 30, 26

0.03%

MORGAN STANLEY

6.04K

Jun 30, 26

0.03%

Valtinson Bruner Financial Planning LLC

6.02K

Jun 30, 26

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

5.87K

Jun 30, 26

-357

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.86K

Jun 30, 26

-332

0.03%

Koshinski Asset Management, Inc.

5.83K

Jun 30, 26

-78

0.03%

Pacific Park Financial, Inc.

5.70K

Jun 30, 26

-236

0.03%

Galvin, Gaustad & Stein, LLC

5.38K

Jun 30, 26

-338

0.03%

HOHIMER WEALTH MANAGEMENT, LLC

5.23K

Jun 30, 26

0.03%

ProCore Advisors, LLC

5.20K

Jun 30, 26

0.03%

PFG Advisors

5.16K

Jun 30, 26

-341

0.03%

Belpointe Asset Management LLC

5.16K

Jun 30, 26

-6

0.03%

Garden State Investment Advisory Services LLC

5.05K

Jun 30, 26

-400

0.03%

Kathmere Capital Management, LLC

5.00K

Jun 30, 26

0.03%

Interchange Capital Partners, LLC

5.00K

Jun 30, 26

+5.00K

0.03%

CENTAURUS FINANCIAL, INC.

4.87K

Jun 30, 26

0.03%

Strategic Blueprint, LLC

4.53K

Jun 30, 26

-202

0.02%

Forty-three Eighteen Advisors, LLC

4.53K

Jun 30, 26

-700

0.02%

Ambassador Advisors, LLC

4.49K

Jun 30, 26

+4.49K

0.02%

Rockefeller Capital Management L.P.

4.48K

Jun 30, 26

+468

0.02%

INTEGRAL INVESTMENT ADVISORS, INC.

4.41K

Jun 30, 26

+4.41K

0.02%

WealthShield Partners, LLC

3.85K

Jun 30, 26

0.02%

Financial Network Wealth Advisors LLC

3.76K

Jun 30, 26

0.02%

JPMORGAN CHASE & CO

2.79K

Jun 30, 26

-1.17K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.38K

Jun 30, 26

0.01%

MidFirst Bank

2.21K

Jun 30, 26

+2.21K

0.01%

EverSource Wealth Advisors, LLC

1.75K

Jun 30, 26

0.01%

JDM Financial Group LLC

1.70K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

1.69K

Jun 30, 26

0.01%

Triumph Capital Management

1.58K

Jun 30, 26

0.01%

Integrity Financial Corp /WA

1.29K

Jun 30, 26

0.01%

Bernard Wealth Management Corp.

1.08K

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

550

Jun 30, 26

0.00%

ASSETMARK, INC

458

Jun 30, 26

+411

0.00%

WELLS FARGO & COMPANY/MN

389

Jun 30, 26

+389

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

386

Jun 30, 26

+386

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

138

Jun 30, 26

+138

0.00%

Fiduciary Alliance LLC

Jun 30, 26

-5.29K

UBS Group AG

Jun 30, 26

-391

Global Wealth Strategies & Associates

Jun 30, 26

-311

BARCLAYS PLC

Jun 30, 26

-1.34K

Wagner Wealth Management, LLC

Jun 30, 26

-2.00K

Brinker Capital Investments, LLC

Jun 30, 26

-5.39K

Whipplewood Advisors, LLC

Jun 30, 26

-206

GTS SECURITIES LLC

Jun 30, 26

-9.76K

Sunbelt Securities, Inc.

900

Mar 31, 26

0.00%

Anfield Capital Management, LLC

342

Mar 31, 26

0.00%

Schulz Wealth, LTD.

22.04K

Dec 31, 25

-1.03K

0.12%

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

0.24%

Atria Wealth Solutions, Inc.

39.68K

Jun 30, 25

-18.35K

0.21%

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

1.51%

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

0.19%

Cetera Advisors LLC

219.44K

Mar 31, 24

+18.07K

1.15%

InterOcean Capital Group, LLC

206.83K

Mar 31, 24

-183.58K

1.08%

Cetera Advisor Networks LLC

184.01K

Mar 31, 24

-29.34K

0.96%

Strategic Wealth Partners Group LLC

175.64K

Mar 31, 24

-9.97K

0.92%

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

0.69%

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

0.24%

TRUSTCORE FINANCIAL SERVICES, LLC

57.23K

Dec 31, 22

-12.00K

0.30%

American Portfolios Advisors

32.10K

Sep 30, 22

+32.10K

0.17%

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

0.29%

OLD MISSION CAPITAL, LLC

68.94K

Dec 31, 20

+68.94K

0.36%

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

0.10%

Advisor Group, Inc.

61.81K

Dec 31, 19

+2.00K

0.32%

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

0.20%