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

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

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$45.51—

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PDEC(PDEC)

PDEC

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

Institutional Ownership

Top 258 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.25M	Mar 31, 26	-25.40K	14.42%
Penserra Capital Management LLC	1.54M	Mar 31, 26	+86.99K	6.83%
Colony Group, LLC	1.11M	Mar 31, 26	-3.13K	4.93%
Brookstone Capital Management	830.46K	Mar 31, 26	-10.46K	3.69%
BLAIR WILLIAM & CO/IL	734.99K	Mar 31, 26	-20.50K	3.26%
COMMONWEALTH EQUITY SERVICES, LLC	662.00K	Mar 31, 26	+301	2.94%
LPL Financial LLC	603.18K	Mar 31, 26	-25.59K	2.68%
ADVISOR GROUP HOLDINGS, INC.	598.84K	Mar 31, 26	-187.80K	2.66%
HighTower Advisors, LLC	471.51K	Mar 31, 26	-49.48K	2.09%
Kestra Advisory Services, LLC	315.26K	Mar 31, 26	+50.89K	1.40%
Cetera Investment Advisers	295.85K	Mar 31, 26	-52.48K	1.31%
Caprock Group, LLC	259.76K	Mar 31, 26	--	1.15%
ENVESTNET ASSET MANAGEMENT INC	257.91K	Mar 31, 26	+28.22K	1.15%
RAYMOND JAMES FINANCIAL INC	249.61K	Mar 31, 26	-8.74K	1.11%
Bellwether Advisors, LLC	240.85K	Mar 31, 26	-7.90K	1.07%
Beacon Pointe Advisors, LLC	211.86K	Mar 31, 26	+34.91K	0.94%
MBL Wealth, LLC	168.60K	Mar 31, 26	+38.40K	0.75%
TRUIST FINANCIAL CORP	156.04K	Mar 31, 26	+2.95K	0.69%
Belpointe Asset Management LLC	148.42K	Mar 31, 26	-6.48K	0.66%
CRA Financial Services, LLC	131.79K	Mar 31, 26	-3.42K	0.59%
Janney Montgomery Scott LLC	130.41K	Mar 31, 26	+5.80K	0.58%
Catalina Capital Group, LLC	126.09K	Mar 31, 26	+8.45K	0.56%
CoreCap Advisors, LLC	125.50K	Mar 31, 26	-6.23K	0.56%
GILL CAPITAL PARTNERS, LLC	116.72K	Mar 31, 26	+595	0.52%
Cambridge Investment Research Advisors, Inc.	116.16K	Mar 31, 26	-21.01K	0.52%
Global Strategic Investment Solutions, LLC	115.48K	Mar 31, 26	-37.82K	0.51%
Pathstone Holdings, LLC	109.23K	Mar 31, 26	-102.04K	0.49%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	99.77K	Mar 31, 26	-6.58K	0.44%
MML INVESTORS SERVICES, LLC	96.69K	Mar 31, 26	-43.43K	0.43%
Trek Financial, LLC	86.58K	Mar 31, 26	-6.43K	0.38%
Capital Analysts, LLC	84.94K	Mar 31, 26	--	0.38%
KFG WEALTH MANAGEMENT, LLC	84.09K	Mar 31, 26	+5.37K	0.37%
Castle Rock Wealth Management, LLC	82.72K	Mar 31, 26	-1.18K	0.37%
Resources Investment Advisors, LLC.	81.79K	Mar 31, 26	-2.57K	0.36%
CORRADO ADVISORS, LLC	77.90K	Mar 31, 26	-1.18K	0.35%
INDEPENDENT FINANCIAL GROUP, LLC	76.12K	Mar 31, 26	-236	0.34%
Compass Advisory Group LLC	72.84K	Mar 31, 26	+170	0.32%
Pinnacle Wealth Management Group, Inc.	71.61K	Mar 31, 26	-650	0.32%
Outlook Wealth Advisors, LLC	69.62K	Mar 31, 26	-41.26K	0.31%
Steward Partners Investment Advisory, LLC	69.53K	Mar 31, 26	-305	0.31%
YARGER WEALTH STRATEGIES, LLC	69.11K	Mar 31, 26	-5.12K	0.31%
Weaver Capital Management LLC	67.71K	Mar 31, 26	-957	0.30%
MAI Capital Management	66.68K	Mar 31, 26	-2.25K	0.30%
Mariner, LLC	66.02K	Mar 31, 26	-56.99K	0.29%
Cerity Partners LLC	65.47K	Mar 31, 26	-802	0.29%
AlphaCore Capital LLC	64.80K	Mar 31, 26	-1.00K	0.29%
Patriot Financial Group Insurance Agency, LLC	64.46K	Mar 31, 26	+33.56K	0.29%
Diligent Investors, LLC	64.24K	Mar 31, 26	-1.82K	0.29%
FORVIS Wealth Advisors, LLC	61.41K	Mar 31, 26	-3.46K	0.27%
Southland Equity Partners LLC	60.12K	Mar 31, 26	-751	0.27%
Weaver Consulting Group	58.19K	Mar 31, 26	+3.08K	0.26%
Chris Bulman Inc	56.98K	Mar 31, 26	-713	0.25%
Atria Investments, Inc	54.51K	Mar 31, 26	-53.04K	0.24%
SIGNATUREFD, LLC	54.07K	Mar 31, 26	--	0.24%
Jacobi Capital Management LLC	54.07K	Mar 31, 26	-8.85K	0.24%
Noble Wealth Management PBC	52.94K	Mar 31, 26	-5.81K	0.24%
MILESTONE ASSET MANAGEMENT, LLC	52.48K	Mar 31, 26	-3.37K	0.23%
NewEdge Advisors, LLC	52.23K	Mar 31, 26	-5.02K	0.23%
BCS Wealth Management	52.05K	Mar 31, 26	-52.98K	0.23%
Cresset Asset Management, LLC	51.90K	Mar 31, 26	--	0.23%
HARBOUR INVESTMENTS, INC.	46.61K	Mar 31, 26	-3.51K	0.21%
Foundations Investment Advisors, LLC	46.38K	Mar 31, 26	+224	0.21%
Concurrent Investment Advisors, LLC	46.26K	Mar 31, 26	--	0.21%
Tradition Wealth Management, LLC	46.05K	Mar 31, 26	-2.52K	0.20%
ATTICUS WEALTH MANAGEMENT, LLC	46.05K	Mar 31, 26	-1.59K	0.20%
CAPTRUST FINANCIAL ADVISORS	44.54K	Mar 31, 26	--	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43.42K	Mar 31, 26	-158.58K	0.19%
Farther Finance Advisors, LLC	42.57K	Mar 31, 26	-1.68K	0.19%
RETIREMENT GUYS FORMULA LLC	41.35K	Mar 31, 26	+1.25K	0.18%
AE Wealth Management LLC	40.93K	Mar 31, 26	-670	0.18%
SAGESPRING WEALTH PARTNERS, LLC	38.61K	Mar 31, 26	-469	0.17%
Wealth Alliance	37.39K	Mar 31, 26	-1.33K	0.17%
Advisory Services Network, LLC	36.78K	Mar 31, 26	-215	0.16%
NORTHERN TRUST CORP	35.00K	Mar 31, 26	+35.00K	0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.95K	Mar 31, 26	-7.87K	0.15%
Capstone Triton Financial Group, LLC	32.41K	Mar 31, 26	+16.20K	0.14%
Ascent Wealth Partners, LLC	31.75K	Mar 31, 26	-1.16K	0.14%
RETIREMENT INCOME SOLUTIONS, INC	29.71K	Mar 31, 26	--	0.13%
FSA Advisors, Inc.	29.31K	Mar 31, 26	-79	0.13%
Arkadios Wealth Advisors	28.61K	Mar 31, 26	+2.02K	0.13%
MGO ONE SEVEN LLC	28.07K	Mar 31, 26	-1.28K	0.12%
IFP Advisors, Inc	27.61K	Mar 31, 26	-4.80K	0.12%
Talon Private Wealth, LLC	27.56K	Mar 31, 26	+27.56K	0.12%
Long Island Wealth Management, Inc.	25.72K	Mar 31, 26	-800	0.11%
SILVER OAK SECURITIES, INCORPORATED	25.72K	Mar 31, 26	-16	0.11%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	25.45K	Mar 31, 26	+103	0.11%
Three Seasons Wealth, LLC	22.95K	Mar 31, 26	--	0.10%
CreativeOne Wealth, LLC	22.03K	Mar 31, 26	-1.35K	0.10%
First City Capital Management, Inc.	21.81K	Mar 31, 26	-670	0.10%
HB Wealth Management, LLC	21.70K	Mar 31, 26	--	0.10%
Spire Wealth Management	21.62K	Mar 31, 26	--	0.10%
AdvisorNet Financial, Inc	21.26K	Mar 31, 26	--	0.09%
Orion Capital Management LLC	20.98K	Mar 31, 26	-4	0.09%
Valmark Advisers, Inc.	20.74K	Mar 31, 26	-5.14K	0.09%
Visionary Wealth Advisors	18.79K	Mar 31, 26	-4.65K	0.08%
CITY HOLDING CO	17.95K	Mar 31, 26	-25	0.08%
Dynamic Advisor Solutions LLC	17.76K	Mar 31, 26	+4.29K	0.08%
Pensionmark Financial Group, LLC	17.44K	Mar 31, 26	+3.46K	0.08%
Continuum Advisory, LLC	17.27K	Mar 31, 26	--	0.08%
Blue Sky Capital Consultants Group, Inc.	17.05K	Mar 31, 26	--	0.08%
Annis Gardner Whiting Capital Advisors, LLC	16.16K	Mar 31, 26	--	0.07%
Csenge Advisory Group	16.05K	Mar 31, 26	-200	0.07%
Phoenix Holdings Ltd.	15.68K	Mar 31, 26	-3.00K	0.07%
Atlantic Private Wealth, LLC	15.45K	Mar 31, 26	+14.57K	0.07%
WPWealth LLP	15.32K	Mar 31, 26	--	0.07%
Quest 10 Wealth Builders, Inc.	15.17K	Mar 31, 26	-1.86K	0.07%
U.S. Capital Wealth Advisors, LLC	15.16K	Mar 31, 26	-322	0.07%
Lakeridge Wealth Management LLC	14.73K	Mar 31, 26	--	0.07%
OLD MISSION CAPITAL LLC	14.35K	Mar 31, 26	+14.35K	0.06%
Evolution Wealth Advisors, LLC	14.30K	Mar 31, 26	--	0.06%
Mutual Advisors, LLC	13.98K	Mar 31, 26	-1.74K	0.06%
Waterloo Capital, L.P.	13.58K	Mar 31, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	13.37K	Mar 31, 26	-12.18K	0.06%
Beacon Financial Advisory LLC	13.21K	Mar 31, 26	--	0.06%
Lineweaver Wealth Advisors, LLC	12.98K	Mar 31, 26	--	0.06%
MMA ASSET MANAGEMENT LLC	12.47K	Mar 31, 26	--	0.06%
Old Port Advisors	12.38K	Mar 31, 26	--	0.05%
INSIGNEO ADVISORY SERVICES, LLC	12.23K	Mar 31, 26	+12.23K	0.05%
RFG Advisory, LLC	12.23K	Mar 31, 26	-94	0.05%
HORAN Wealth, LLC	11.84K	Mar 31, 26	--	0.05%
Advisory Alpha, LLC	11.68K	Mar 31, 26	-350	0.05%
ARS Wealth Advisors Group, LLC	11.60K	Mar 31, 26	--	0.05%
Private Advisor Group, LLC	11.55K	Mar 31, 26	--	0.05%
Modera Wealth Management, LLC	11.53K	Mar 31, 26	--	0.05%
Dakota Wealth Management	11.53K	Mar 31, 26	+584	0.05%
Merit Financial Group, LLC	11.46K	Mar 31, 26	+239	0.05%
Garden State Investment Advisory Services LLC	11.40K	Mar 31, 26	--	0.05%
BROWN WEALTH MANAGEMENT, LLC	11.29K	Mar 31, 26	--	0.05%
Clay Northam Wealth Management, LLC	11.20K	Mar 31, 26	--	0.05%
LeClair Wealth Partners LLC	10.95K	Mar 31, 26	+10.95K	0.05%
Stratos Wealth Advisors, LLC	10.95K	Mar 31, 26	--	0.05%
CITADEL ADVISORS LLC	10.73K	Mar 31, 26	+10.73K	0.05%
Cornerstone Wealth Group, LLC	10.71K	Mar 31, 26	-256	0.05%
SANDERS MORRIS HARRIS LLC	10.50K	Mar 31, 26	+10.50K	0.05%
Galvin, Gaustad & Stein, LLC	10.26K	Mar 31, 26	-115	0.05%
AlphaStar Capital Management, LLC	9.95K	Mar 31, 26	+9.95K	0.04%
Sigma Planning Corp	9.93K	Mar 31, 26	-402	0.04%
McAdam, LLC	9.40K	Mar 31, 26	+91	0.04%
Nikulski Financial, Inc.	9.24K	Mar 31, 26	-83	0.04%
Valtinson Bruner Financial Planning LLC	9.04K	Mar 31, 26	--	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.03K	Mar 31, 26	+9.03K	0.04%
Focus Financial Network, Inc.	8.67K	Mar 31, 26	+484	0.04%
DHJJ Financial Advisors, Ltd.	8.51K	Mar 31, 26	--	0.04%
SRS Capital Advisors, Inc.	8.32K	Mar 31, 26	+239	0.04%
Capital Investment Advisory Services, LLC	8.29K	Mar 31, 26	--	0.04%
Vestmark Advisory Solutions, Inc.	8.00K	Mar 31, 26	--	0.04%
AQR CAPITAL MANAGEMENT LLC	7.85K	Mar 31, 26	-1.63K	0.03%
Miracle Mile Advisors, LLC	7.79K	Mar 31, 26	-563	0.03%
GREENUP STREET WEALTH MANAGEMENT LLC	7.64K	Mar 31, 26	--	0.03%
Soltis Investment Advisors LLC	7.54K	Mar 31, 26	-256.60K	0.03%
WEDBUSH SECURITIES INC	7.48K	Mar 31, 26	--	0.03%
Capital Square, LLC	7.34K	Mar 31, 26	--	0.03%
Cypress Wealth Services, LLC	7.23K	Mar 31, 26	--	0.03%
CASTLE WEALTH MANAGEMENT LLC	7.10K	Mar 31, 26	--	0.03%
Wood Tarver Financial Group, LLC	6.95K	Mar 31, 26	-525	0.03%
Sound View Wealth Advisors Group, LLC	6.91K	Mar 31, 26	-100	0.03%
Grantvest Financial Group LLC	6.84K	Mar 31, 26	--	0.03%
Vantage Point Financial LLC	6.76K	Mar 31, 26	-13	0.03%
PTM WEALTH MANAGEMENT, LLC	6.70K	Mar 31, 26	-25.75K	0.03%
Allegiance Financial Group Advisory Services LLC	6.39K	Mar 31, 26	-5.07K	0.03%
Allworth Financial LP	6.21K	Mar 31, 26	-1.00K	0.03%
COLDSTREAM CAPITAL MANAGEMENT INC	6.01K	Mar 31, 26	-155	0.03%
AssuredPartners Investment Advisors, LLC	5.97K	Mar 31, 26	--	0.03%
Bedel Financial Consulting, Inc.	5.91K	Mar 31, 26	--	0.03%
Delta Investment Management, LLC	5.82K	Mar 31, 26	--	0.03%
AMERIFLEX GROUP, INC.	5.81K	Mar 31, 26	-161	0.03%
BROWN BROTHERS HARRIMAN & CO	5.77K	Mar 31, 26	--	0.03%
BCGM Wealth Management, LLC	5.75K	Mar 31, 26	--	0.03%
CYPRESS FINANCIAL PLANNING LLC	5.70K	Mar 31, 26	-1.14K	0.03%
WealthShield Partners, LLC	5.58K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	5.47K	Mar 31, 26	-40.97K	0.02%
HRT FINANCIAL LP	5.30K	Mar 31, 26	+5.30K	0.02%
Sowell Financial Services LLC	5.24K	Mar 31, 26	--	0.02%
Hubbell Strickland Wealth Management, LLC	5.23K	Mar 31, 26	--	0.02%
Cape Investment Advisory, Inc.	5.20K	Mar 31, 26	--	0.02%
Firestone Capital Management	5.16K	Mar 31, 26	--	0.02%
WealthPlan Investment Management, LLC	5.14K	Mar 31, 26	--	0.02%
Crown Wealth Group, LLC	5.08K	Mar 31, 26	-141	0.02%
WADDELL & ASSOCIATES, LLC	5.03K	Mar 31, 26	--	0.02%
CALTON & ASSOCIATES, INC.	4.96K	Mar 31, 26	-2.77K	0.02%
WorthPointe, LLC	4.91K	Mar 31, 26	--	0.02%
Madison Wealth Partners, Inc	4.87K	Mar 31, 26	--	0.02%
Ausdal Financial Partners, Inc.	4.86K	Mar 31, 26	-211	0.02%
EVOLUTION WEALTH MANAGEMENT INC.	4.31K	Mar 31, 26	--	0.02%
PFS Partners, LLC	3.20K	Mar 31, 26	--	0.01%
Bernard Wealth Management Corp.	3.02K	Mar 31, 26	-6	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.68K	Mar 31, 26	-95	0.01%
Financial Network Wealth Advisors LLC	2.44K	Mar 31, 26	--	0.01%
Ritter Daniher Financial Advisory LLC / DE	2.44K	Mar 31, 26	-50	0.01%
EVERMAY WEALTH MANAGEMENT LLC	2.23K	Mar 31, 26	--	0.01%
Global Assets Advisory, LLC	2.20K	Mar 31, 26	+2.20K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2.02K	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.99K	Mar 31, 26	--	0.01%
Wagner Wealth Management, LLC	1.98K	Mar 31, 26	--	0.01%
BlackRock, Inc.	1.93K	Mar 31, 26	--	0.01%
Keystone Financial Group, Inc.	1.83K	Mar 31, 26	-8.00K	0.01%
CWM, LLC	1.74K	Mar 31, 26	-3.35K	0.01%
MORGAN STANLEY	1.50K	Mar 31, 26	-75	0.01%
JPMORGAN CHASE & CO	874	Mar 31, 26	--	0.00%
Whipplewood Advisors, LLC	870	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	500	Mar 31, 26	+500	0.00%
NBC SECURITIES, INC.	484	Mar 31, 26	-97	0.00%
ROTHSCHILD INVESTMENT LLC	330	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	322	Mar 31, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	300	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	236	Mar 31, 26	+236	0.00%
Elevated Capital Advisors, LLC	176	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	165	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	27	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-3	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-10.22K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-3.87K	--
Gladstone Institutional Advisory LLC	--	Mar 31, 26	-4.70K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-4.70K	--
Integrated Wealth Concepts LLC	--	Mar 31, 26	-10.13K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-9.26K	--
IHT Wealth Management, LLC	--	Mar 31, 26	-4.77K	--
XML Financial, LLC	--	Mar 31, 26	-5.81K	--
Goldstein Advisors, LLC	--	Mar 31, 26	-4.68K	--
Compass Financial Services Inc	--	Mar 31, 26	-1.97K	--
Castellan Group	--	Mar 31, 26	-12.19K	--
Maia Wealth LLC	--	Mar 31, 26	-4.76K	--
SageView Advisory Group, LLC	3.36K	Dec 31, 25	-181.09K	0.01%
CIBC Private Wealth Group, LLC	539	Dec 31, 25	--	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-24.07K	--
Stuart Chaussee & Associates, Inc.	--	Sep 30, 25	-350	--
Atria Wealth Solutions, Inc.	65.92K	Jun 30, 25	-7.64K	0.29%
AVANTAX ADVISORY SERVICES, INC.	28.36K	Jun 30, 25	+455	0.13%
Horan Capital Advisors, LLC.	12.37K	Mar 31, 25	-1.98K	0.05%
Heritage Wealth Partners, LLC	--	Mar 31, 25	-53.45K	--
Sugarloaf Wealth Management, LLC	20.30K	Dec 31, 24	+4.04K	0.09%
Raymond James Financial Services Advisors, Inc.	247.43K	Sep 30, 24	-32.66K	1.10%
RAYMOND JAMES & ASSOCIATES	30.14K	Sep 30, 24	-3.37K	0.13%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-42.87K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	5.02K	Jun 30, 24	--	0.02%
Strategic Wealth Partners Group LLC	1.08M	Mar 31, 24	-60.58K	4.81%
Cetera Advisors LLC	515.76K	Mar 31, 24	+402.00K	2.29%
Cetera Advisor Networks LLC	104.63K	Mar 31, 24	-15.39K	0.46%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	26.15K	Mar 31, 24	--	0.12%
InterOcean Capital Group, LLC	14.45K	Mar 31, 24	-1.13K	0.06%
WEALTHSOURCE PARTNERS, LLC	19.95K	Dec 31, 23	-200	0.09%
FOCUS FINANCIAL NETWORK INC /ADV	11.41K	Dec 31, 23	+11.41K	0.05%
Steward Financial Group LLC	36.12K	Sep 30, 23	--	0.16%
Sutton Wealth Advisors Inc.	14.72K	Sep 30, 23	--	0.07%
BEDEL FINANCIAL CONSULTING INC	6.76K	Sep 30, 23	+6.76K	0.03%
Financial Architects, Inc	18.80K	Jun 30, 23	--	0.08%
ASSET MANAGEMENT CORP /IL/ /ADV	25.97K	Mar 31, 23	+4.94K	0.12%
GOFEN & GLOSSBERG LLC /IL/	39.70K	Dec 31, 22	+39.70K	0.18%
TRUSTCORE FINANCIAL SERVICES, LLC	7.57K	Dec 31, 22	+362	0.03%
Covington Capital Management	8.00K	Sep 30, 22	--	0.04%
Dixon Hughes Goodman Wealth Advisors LLC	54.59K	Mar 31, 22	-10.28K	0.24%
Carroll Financial Associates, Inc.	78	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-580	--
Covenant Multifamily Offices, LLC	7.58K	Sep 30, 21	--	0.03%
Hoover Financial Advisors, Inc.	2.95K	Jun 30, 21	--	0.01%
OLD MISSION CAPITAL, LLC	20.18K	Dec 31, 20	+20.18K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	155.20K	Dec 31, 19	+155.20K	0.69%
Advisor Group, Inc.	48.05K	Dec 31, 19	+48.05K	0.21%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.25M

Mar 31, 26

-25.40K

14.42%

Penserra Capital Management LLC

1.54M

Mar 31, 26

+86.99K

6.83%

Colony Group, LLC

1.11M

Mar 31, 26

-3.13K

4.93%

Brookstone Capital Management

830.46K

Mar 31, 26

-10.46K

3.69%

BLAIR WILLIAM & CO/IL

734.99K

Mar 31, 26

-20.50K

3.26%

COMMONWEALTH EQUITY SERVICES, LLC

662.00K

Mar 31, 26

+301

2.94%

LPL Financial LLC

603.18K

Mar 31, 26

-25.59K

2.68%

ADVISOR GROUP HOLDINGS, INC.

598.84K

Mar 31, 26

-187.80K

2.66%

HighTower Advisors, LLC

471.51K

Mar 31, 26

-49.48K

2.09%

Kestra Advisory Services, LLC

315.26K

Mar 31, 26

+50.89K

1.40%

Cetera Investment Advisers

295.85K

Mar 31, 26

-52.48K

1.31%

Caprock Group, LLC

259.76K

Mar 31, 26

1.15%

ENVESTNET ASSET MANAGEMENT INC

257.91K

Mar 31, 26

+28.22K

1.15%

RAYMOND JAMES FINANCIAL INC

249.61K

Mar 31, 26

-8.74K

1.11%

Bellwether Advisors, LLC

240.85K

Mar 31, 26

-7.90K

1.07%

Beacon Pointe Advisors, LLC

211.86K

Mar 31, 26

+34.91K

0.94%

MBL Wealth, LLC

168.60K

Mar 31, 26

+38.40K

0.75%

TRUIST FINANCIAL CORP

156.04K

Mar 31, 26

+2.95K

0.69%

Belpointe Asset Management LLC

148.42K

Mar 31, 26

-6.48K

0.66%

CRA Financial Services, LLC

131.79K

Mar 31, 26

-3.42K

0.59%

Janney Montgomery Scott LLC

130.41K

Mar 31, 26

+5.80K

0.58%

Catalina Capital Group, LLC

126.09K

Mar 31, 26

+8.45K

0.56%

CoreCap Advisors, LLC

125.50K

Mar 31, 26

-6.23K

0.56%

GILL CAPITAL PARTNERS, LLC

116.72K

Mar 31, 26

+595

0.52%

Cambridge Investment Research Advisors, Inc.

116.16K

Mar 31, 26

-21.01K

0.52%

Global Strategic Investment Solutions, LLC

115.48K

Mar 31, 26

-37.82K

0.51%

Pathstone Holdings, LLC

109.23K

Mar 31, 26

-102.04K

0.49%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

99.77K

Mar 31, 26

-6.58K

0.44%

MML INVESTORS SERVICES, LLC

96.69K

Mar 31, 26

-43.43K

0.43%

Trek Financial, LLC

86.58K

Mar 31, 26

-6.43K

0.38%

Capital Analysts, LLC

84.94K

Mar 31, 26

0.38%

KFG WEALTH MANAGEMENT, LLC

84.09K

Mar 31, 26

+5.37K

0.37%

Castle Rock Wealth Management, LLC

82.72K

Mar 31, 26

-1.18K

0.37%

Resources Investment Advisors, LLC.

81.79K

Mar 31, 26

-2.57K

0.36%

CORRADO ADVISORS, LLC

77.90K

Mar 31, 26

-1.18K

0.35%

INDEPENDENT FINANCIAL GROUP, LLC

76.12K

Mar 31, 26

-236

0.34%

Compass Advisory Group LLC

72.84K

Mar 31, 26

+170

0.32%

Pinnacle Wealth Management Group, Inc.

71.61K

Mar 31, 26

-650

0.32%

Outlook Wealth Advisors, LLC

69.62K

Mar 31, 26

-41.26K

0.31%

Steward Partners Investment Advisory, LLC

69.53K

Mar 31, 26

-305

0.31%

YARGER WEALTH STRATEGIES, LLC

69.11K

Mar 31, 26

-5.12K

0.31%

Weaver Capital Management LLC

67.71K

Mar 31, 26

-957

0.30%

MAI Capital Management

66.68K

Mar 31, 26

-2.25K

0.30%

Mariner, LLC

66.02K

Mar 31, 26

-56.99K

0.29%

Cerity Partners LLC

65.47K

Mar 31, 26

-802

0.29%

AlphaCore Capital LLC

64.80K

Mar 31, 26

-1.00K

0.29%

Patriot Financial Group Insurance Agency, LLC

64.46K

Mar 31, 26

+33.56K

0.29%

Diligent Investors, LLC

64.24K

Mar 31, 26

-1.82K

0.29%

FORVIS Wealth Advisors, LLC

61.41K

Mar 31, 26

-3.46K

0.27%

Southland Equity Partners LLC

60.12K

Mar 31, 26

-751

0.27%

Weaver Consulting Group

58.19K

Mar 31, 26

+3.08K

0.26%

Chris Bulman Inc

56.98K

Mar 31, 26

-713

0.25%

Atria Investments, Inc

54.51K

Mar 31, 26

-53.04K

0.24%

SIGNATUREFD, LLC

54.07K

Mar 31, 26

0.24%

Jacobi Capital Management LLC

54.07K

Mar 31, 26

-8.85K

0.24%

Noble Wealth Management PBC

52.94K

Mar 31, 26

-5.81K

0.24%

MILESTONE ASSET MANAGEMENT, LLC

52.48K

Mar 31, 26

-3.37K

0.23%

NewEdge Advisors, LLC

52.23K

Mar 31, 26

-5.02K

0.23%

BCS Wealth Management

52.05K

Mar 31, 26

-52.98K

0.23%

Cresset Asset Management, LLC

51.90K

Mar 31, 26

0.23%

HARBOUR INVESTMENTS, INC.

46.61K

Mar 31, 26

-3.51K

0.21%

Foundations Investment Advisors, LLC

46.38K

Mar 31, 26

+224

0.21%

Concurrent Investment Advisors, LLC

46.26K

Mar 31, 26

0.21%

Tradition Wealth Management, LLC

46.05K

Mar 31, 26

-2.52K

0.20%

ATTICUS WEALTH MANAGEMENT, LLC

46.05K

Mar 31, 26

-1.59K

0.20%

CAPTRUST FINANCIAL ADVISORS

44.54K

Mar 31, 26

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.42K

Mar 31, 26

-158.58K

0.19%

Farther Finance Advisors, LLC

42.57K

Mar 31, 26

-1.68K

0.19%

RETIREMENT GUYS FORMULA LLC

41.35K

Mar 31, 26

+1.25K

0.18%

AE Wealth Management LLC

40.93K

Mar 31, 26

-670

0.18%

SAGESPRING WEALTH PARTNERS, LLC

38.61K

Mar 31, 26

-469

0.17%

Wealth Alliance

37.39K

Mar 31, 26

-1.33K

0.17%

Advisory Services Network, LLC

36.78K

Mar 31, 26

-215

0.16%

NORTHERN TRUST CORP

35.00K

Mar 31, 26

+35.00K

0.16%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.95K

Mar 31, 26

-7.87K

0.15%

Capstone Triton Financial Group, LLC

32.41K

Mar 31, 26

+16.20K

0.14%

Ascent Wealth Partners, LLC

31.75K

Mar 31, 26

-1.16K

0.14%

RETIREMENT INCOME SOLUTIONS, INC

29.71K

Mar 31, 26

0.13%

FSA Advisors, Inc.

29.31K

Mar 31, 26

-79

0.13%

Arkadios Wealth Advisors

28.61K

Mar 31, 26

+2.02K

0.13%

MGO ONE SEVEN LLC

28.07K

Mar 31, 26

-1.28K

0.12%

IFP Advisors, Inc

27.61K

Mar 31, 26

-4.80K

0.12%

Talon Private Wealth, LLC

27.56K

Mar 31, 26

+27.56K

0.12%

Long Island Wealth Management, Inc.

25.72K

Mar 31, 26

-800

0.11%

SILVER OAK SECURITIES, INCORPORATED

25.72K

Mar 31, 26

-16

0.11%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

25.45K

Mar 31, 26

+103

0.11%

Three Seasons Wealth, LLC

22.95K

Mar 31, 26

0.10%

CreativeOne Wealth, LLC

22.03K

Mar 31, 26

-1.35K

0.10%

First City Capital Management, Inc.

21.81K

Mar 31, 26

-670

0.10%

HB Wealth Management, LLC

21.70K

Mar 31, 26

0.10%

Spire Wealth Management

21.62K

Mar 31, 26

0.10%

AdvisorNet Financial, Inc

21.26K

Mar 31, 26

0.09%

Orion Capital Management LLC

20.98K

Mar 31, 26

-4

0.09%

Valmark Advisers, Inc.

20.74K

Mar 31, 26

-5.14K

0.09%

Visionary Wealth Advisors

18.79K

Mar 31, 26

-4.65K

0.08%

CITY HOLDING CO

17.95K

Mar 31, 26

-25

0.08%

Dynamic Advisor Solutions LLC

17.76K

Mar 31, 26

+4.29K

0.08%

Pensionmark Financial Group, LLC

17.44K

Mar 31, 26

+3.46K

0.08%

Continuum Advisory, LLC

17.27K

Mar 31, 26

0.08%

Blue Sky Capital Consultants Group, Inc.

17.05K

Mar 31, 26

0.08%

Annis Gardner Whiting Capital Advisors, LLC

16.16K

Mar 31, 26

0.07%

Csenge Advisory Group

16.05K

Mar 31, 26

-200

0.07%

Phoenix Holdings Ltd.

15.68K

Mar 31, 26

-3.00K

0.07%

Atlantic Private Wealth, LLC

15.45K

Mar 31, 26

+14.57K

0.07%

WPWealth LLP

15.32K

Mar 31, 26

0.07%

Quest 10 Wealth Builders, Inc.

15.17K

Mar 31, 26

-1.86K

0.07%

U.S. Capital Wealth Advisors, LLC

15.16K

Mar 31, 26

-322

0.07%

Lakeridge Wealth Management LLC

14.73K

Mar 31, 26

0.07%

OLD MISSION CAPITAL LLC

14.35K

Mar 31, 26

+14.35K

0.06%

Evolution Wealth Advisors, LLC

14.30K

Mar 31, 26

0.06%

Mutual Advisors, LLC

13.98K

Mar 31, 26

-1.74K

0.06%

Waterloo Capital, L.P.

13.58K

Mar 31, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

13.37K

Mar 31, 26

-12.18K

0.06%

Beacon Financial Advisory LLC

13.21K

Mar 31, 26

0.06%

Lineweaver Wealth Advisors, LLC

12.98K

Mar 31, 26

0.06%

MMA ASSET MANAGEMENT LLC

12.47K

Mar 31, 26

0.06%

Old Port Advisors

12.38K

Mar 31, 26

0.05%

INSIGNEO ADVISORY SERVICES, LLC

12.23K

Mar 31, 26

+12.23K

0.05%

RFG Advisory, LLC

12.23K

Mar 31, 26

-94

0.05%

HORAN Wealth, LLC

11.84K

Mar 31, 26

0.05%

Advisory Alpha, LLC

11.68K

Mar 31, 26

-350

0.05%

ARS Wealth Advisors Group, LLC

11.60K

Mar 31, 26

0.05%

Private Advisor Group, LLC

11.55K

Mar 31, 26

0.05%

Modera Wealth Management, LLC

11.53K

Mar 31, 26

0.05%

Dakota Wealth Management

11.53K

Mar 31, 26

+584

0.05%

Merit Financial Group, LLC

11.46K

Mar 31, 26

+239

0.05%

Garden State Investment Advisory Services LLC

11.40K

Mar 31, 26

0.05%

BROWN WEALTH MANAGEMENT, LLC

11.29K

Mar 31, 26

0.05%

Clay Northam Wealth Management, LLC

11.20K

Mar 31, 26

0.05%

LeClair Wealth Partners LLC

10.95K

Mar 31, 26

+10.95K

0.05%

Stratos Wealth Advisors, LLC

10.95K

Mar 31, 26

0.05%

CITADEL ADVISORS LLC

10.73K

Mar 31, 26

+10.73K

0.05%

Cornerstone Wealth Group, LLC

10.71K

Mar 31, 26

-256

0.05%

SANDERS MORRIS HARRIS LLC

10.50K

Mar 31, 26

+10.50K

0.05%

Galvin, Gaustad & Stein, LLC

10.26K

Mar 31, 26

-115

0.05%

AlphaStar Capital Management, LLC

9.95K

Mar 31, 26

+9.95K

0.04%

Sigma Planning Corp

9.93K

Mar 31, 26

-402

0.04%

McAdam, LLC

9.40K

Mar 31, 26

+91

0.04%

Nikulski Financial, Inc.

9.24K

Mar 31, 26

-83

0.04%

Valtinson Bruner Financial Planning LLC

9.04K

Mar 31, 26

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.03K

Mar 31, 26

+9.03K

0.04%

Focus Financial Network, Inc.

8.67K

Mar 31, 26

+484

0.04%

DHJJ Financial Advisors, Ltd.

8.51K

Mar 31, 26

0.04%

SRS Capital Advisors, Inc.

8.32K

Mar 31, 26

+239

0.04%

Capital Investment Advisory Services, LLC

8.29K

Mar 31, 26

0.04%

Vestmark Advisory Solutions, Inc.

8.00K

Mar 31, 26

0.04%

AQR CAPITAL MANAGEMENT LLC

7.85K

Mar 31, 26

-1.63K

0.03%

Miracle Mile Advisors, LLC

7.79K

Mar 31, 26

-563

0.03%

GREENUP STREET WEALTH MANAGEMENT LLC

7.64K

Mar 31, 26

0.03%

Soltis Investment Advisors LLC

7.54K

Mar 31, 26

-256.60K

0.03%

WEDBUSH SECURITIES INC

7.48K

Mar 31, 26

0.03%

Capital Square, LLC

7.34K

Mar 31, 26

0.03%

Cypress Wealth Services, LLC

7.23K

Mar 31, 26

0.03%

CASTLE WEALTH MANAGEMENT LLC

7.10K

Mar 31, 26

0.03%

Wood Tarver Financial Group, LLC

6.95K

Mar 31, 26

-525

0.03%

Sound View Wealth Advisors Group, LLC

6.91K

Mar 31, 26

-100

0.03%

Grantvest Financial Group LLC

6.84K

Mar 31, 26

0.03%

Vantage Point Financial LLC

6.76K

Mar 31, 26

-13

0.03%

PTM WEALTH MANAGEMENT, LLC

6.70K

Mar 31, 26

-25.75K

0.03%

Allegiance Financial Group Advisory Services LLC

6.39K

Mar 31, 26

-5.07K

0.03%

Allworth Financial LP

6.21K

Mar 31, 26

-1.00K

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

6.01K

Mar 31, 26

-155

0.03%

AssuredPartners Investment Advisors, LLC

5.97K

Mar 31, 26

0.03%

Bedel Financial Consulting, Inc.

5.91K

Mar 31, 26

0.03%

Delta Investment Management, LLC

5.82K

Mar 31, 26

0.03%

AMERIFLEX GROUP, INC.

5.81K

Mar 31, 26

-161

0.03%

BROWN BROTHERS HARRIMAN & CO

5.77K

Mar 31, 26

0.03%

BCGM Wealth Management, LLC

5.75K

Mar 31, 26

0.03%

CYPRESS FINANCIAL PLANNING LLC

5.70K

Mar 31, 26

-1.14K

0.03%

WealthShield Partners, LLC

5.58K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

5.47K

Mar 31, 26

-40.97K

0.02%

HRT FINANCIAL LP

5.30K

Mar 31, 26

+5.30K

0.02%

Sowell Financial Services LLC

5.24K

Mar 31, 26

0.02%

Hubbell Strickland Wealth Management, LLC

5.23K

Mar 31, 26

0.02%

Cape Investment Advisory, Inc.

5.20K

Mar 31, 26

0.02%

Firestone Capital Management

5.16K

Mar 31, 26

0.02%

WealthPlan Investment Management, LLC

5.14K

Mar 31, 26

0.02%

Crown Wealth Group, LLC

5.08K

Mar 31, 26

-141

0.02%

WADDELL & ASSOCIATES, LLC

5.03K

Mar 31, 26

0.02%

CALTON & ASSOCIATES, INC.

4.96K

Mar 31, 26

-2.77K

0.02%

WorthPointe, LLC

4.91K

Mar 31, 26

0.02%

Madison Wealth Partners, Inc

4.87K

Mar 31, 26

0.02%

Ausdal Financial Partners, Inc.

4.86K

Mar 31, 26

-211

0.02%

EVOLUTION WEALTH MANAGEMENT INC.

4.31K

Mar 31, 26

0.02%

PFS Partners, LLC

3.20K

Mar 31, 26

0.01%

Bernard Wealth Management Corp.

3.02K

Mar 31, 26

-6

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.68K

Mar 31, 26

-95

0.01%

Financial Network Wealth Advisors LLC

2.44K

Mar 31, 26

0.01%

Ritter Daniher Financial Advisory LLC / DE

2.44K

Mar 31, 26

-50

0.01%

EVERMAY WEALTH MANAGEMENT LLC

2.23K

Mar 31, 26

0.01%

Global Assets Advisory, LLC

2.20K

Mar 31, 26

+2.20K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

2.02K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

1.99K

Mar 31, 26

0.01%

Wagner Wealth Management, LLC

1.98K

Mar 31, 26

0.01%

BlackRock, Inc.

1.93K

Mar 31, 26

0.01%

Keystone Financial Group, Inc.

1.83K

Mar 31, 26

-8.00K

0.01%

CWM, LLC

1.74K

Mar 31, 26

-3.35K

0.01%

MORGAN STANLEY

1.50K

Mar 31, 26

-75

0.01%

JPMORGAN CHASE & CO

874

Mar 31, 26

0.00%

Whipplewood Advisors, LLC

870

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

500

Mar 31, 26

+500

0.00%

NBC SECURITIES, INC.

484

Mar 31, 26

-97

0.00%

ROTHSCHILD INVESTMENT LLC

330

Mar 31, 26

0.00%

Anfield Capital Management, LLC

322

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

300

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

236

Mar 31, 26

+236

0.00%

Elevated Capital Advisors, LLC

176

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

165

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-3

Diversify Advisory Services, LLC

Mar 31, 26

-10.22K

Jessup Wealth Management, Inc

Mar 31, 26

-3.87K

Gladstone Institutional Advisory LLC

Mar 31, 26

-4.70K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-4.70K

Integrated Wealth Concepts LLC

Mar 31, 26

-10.13K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-9.26K

IHT Wealth Management, LLC

Mar 31, 26

-4.77K

XML Financial, LLC

Mar 31, 26

-5.81K

Goldstein Advisors, LLC

Mar 31, 26

-4.68K

Compass Financial Services Inc

Mar 31, 26

-1.97K

Castellan Group

Mar 31, 26

-12.19K

Maia Wealth LLC

Mar 31, 26

-4.76K

SageView Advisory Group, LLC

3.36K

Dec 31, 25

-181.09K

0.01%

CIBC Private Wealth Group, LLC

539

Dec 31, 25

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-24.07K

Stuart Chaussee & Associates, Inc.

Sep 30, 25

-350

Atria Wealth Solutions, Inc.

65.92K

Jun 30, 25

-7.64K

0.29%

AVANTAX ADVISORY SERVICES, INC.

28.36K

Jun 30, 25

+455

0.13%

Horan Capital Advisors, LLC.

12.37K

Mar 31, 25

-1.98K

0.05%

Heritage Wealth Partners, LLC

Mar 31, 25

-53.45K

Sugarloaf Wealth Management, LLC

20.30K

Dec 31, 24

+4.04K

0.09%

Raymond James Financial Services Advisors, Inc.

247.43K

Sep 30, 24

-32.66K

1.10%

RAYMOND JAMES & ASSOCIATES

30.14K

Sep 30, 24

-3.37K

0.13%

Pillar Wealth Advisors, LLC

Sep 30, 24

-42.87K

BENJAMIN F. EDWARDS & COMPANY, INC.

5.02K

Jun 30, 24

0.02%

Strategic Wealth Partners Group LLC

1.08M

Mar 31, 24

-60.58K

4.81%

Cetera Advisors LLC

515.76K

Mar 31, 24

+402.00K

2.29%

Cetera Advisor Networks LLC

104.63K

Mar 31, 24

-15.39K

0.46%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

26.15K

Mar 31, 24

0.12%

InterOcean Capital Group, LLC

14.45K

Mar 31, 24

-1.13K

0.06%

WEALTHSOURCE PARTNERS, LLC

19.95K

Dec 31, 23

-200

0.09%

FOCUS FINANCIAL NETWORK INC /ADV

11.41K

Dec 31, 23

+11.41K

0.05%

Steward Financial Group LLC

36.12K

Sep 30, 23

0.16%

Sutton Wealth Advisors Inc.

14.72K

Sep 30, 23

0.07%

BEDEL FINANCIAL CONSULTING INC

6.76K

Sep 30, 23

+6.76K

0.03%

Financial Architects, Inc

18.80K

Jun 30, 23

0.08%

ASSET MANAGEMENT CORP /IL/ /ADV

25.97K

Mar 31, 23

+4.94K

0.12%

GOFEN & GLOSSBERG LLC /IL/

39.70K

Dec 31, 22

+39.70K

0.18%

TRUSTCORE FINANCIAL SERVICES, LLC

7.57K

Dec 31, 22

+362

0.03%

Covington Capital Management

8.00K

Sep 30, 22

0.04%

Dixon Hughes Goodman Wealth Advisors LLC

54.59K

Mar 31, 22

-10.28K

0.24%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-580

Covenant Multifamily Offices, LLC

7.58K

Sep 30, 21

0.03%

Hoover Financial Advisors, Inc.

2.95K

Jun 30, 21

0.01%

OLD MISSION CAPITAL, LLC

20.18K

Dec 31, 20

+20.18K

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

155.20K

Dec 31, 19

+155.20K

0.69%

Advisor Group, Inc.

48.05K

Dec 31, 19

+48.05K

0.21%