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

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

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$42.68—

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PFEB(PFEB)

PFEB

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

Institutional Ownership

Top 270 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.79M	Mar 31, 26	+294.59K	21.58%
Penserra Capital Management LLC	1.63M	Mar 31, 26	+92.16K	9.28%
ADVISOR GROUP HOLDINGS, INC.	1.13M	Mar 31, 26	-58.82K	6.46%
Brookstone Capital Management	902.11K	Mar 31, 26	+746.52K	5.14%
COMMONWEALTH EQUITY SERVICES, LLC	580.20K	Mar 31, 26	+138.57K	3.31%
Colony Group, LLC	472.20K	Mar 31, 26	+89.91K	2.69%
RAYMOND JAMES FINANCIAL INC	340.37K	Mar 31, 26	+38.40K	1.94%
Kestra Advisory Services, LLC	334.76K	Mar 31, 26	+34.05K	1.91%
LPL Financial LLC	324.50K	Mar 31, 26	+57.96K	1.85%
Cetera Investment Advisers	275.25K	Mar 31, 26	+72.43K	1.57%
Beacon Pointe Advisors, LLC	260.25K	Mar 31, 26	+131.68K	1.48%
BLAIR WILLIAM & CO/IL	246.69K	Mar 31, 26	+38.02K	1.41%
ENVESTNET ASSET MANAGEMENT INC	236.74K	Mar 31, 26	+186.46K	1.35%
HighTower Advisors, LLC	161.90K	Mar 31, 26	+26.23K	0.92%
Southland Equity Partners LLC	161.13K	Mar 31, 26	-6.89K	0.92%
Pensionmark Financial Group, LLC	159.20K	Mar 31, 26	+13.08K	0.91%
CoreCap Advisors, LLC	156.65K	Mar 31, 26	+15.83K	0.89%
Americana Partners, LLC	131.43K	Mar 31, 26	+131.43K	0.75%
Cambridge Investment Research Advisors, Inc.	120.79K	Mar 31, 26	+13.41K	0.69%
BCS Wealth Management	114.49K	Mar 31, 26	-125.00K	0.65%
Advisory Alpha, LLC	111.91K	Mar 31, 26	+9.22K	0.64%
Weaver Consulting Group	103.51K	Mar 31, 26	+3.85K	0.59%
Vestmark Advisory Solutions, Inc.	100.19K	Mar 31, 26	+17.09K	0.57%
Castle Rock Wealth Management, LLC	95.87K	Mar 31, 26	-3.09K	0.55%
Ascent Wealth Partners, LLC	88.78K	Mar 31, 26	+5.18K	0.51%
Steward Partners Investment Advisory, LLC	88.39K	Mar 31, 26	+88.27K	0.50%
MML INVESTORS SERVICES, LLC	87.70K	Mar 31, 26	+13.71K	0.50%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82.72K	Mar 31, 26	+25.55K	0.47%
Bellwether Advisors, LLC	80.85K	Mar 31, 26	+27.31K	0.46%
YARGER WEALTH STRATEGIES, LLC	76.61K	Mar 31, 26	+3.84K	0.44%
GILL CAPITAL PARTNERS, LLC	76.43K	Mar 31, 26	+327	0.44%
Diligent Investors, LLC	76.42K	Mar 31, 26	+22.15K	0.44%
AE Wealth Management LLC	75.77K	Mar 31, 26	-1.71K	0.43%
Advisory Services Network, LLC	75.20K	Mar 31, 26	+14.23K	0.43%
Patriot Financial Group Insurance Agency, LLC	74.92K	Mar 31, 26	+39.93K	0.43%
Chris Bulman Inc	71.17K	Mar 31, 26	+7.20K	0.41%
KFG WEALTH MANAGEMENT, LLC	63.84K	Mar 31, 26	+15.17K	0.36%
Janney Montgomery Scott LLC	63.05K	Mar 31, 26	+511	0.36%
FORVIS Wealth Advisors, LLC	62.89K	Mar 31, 26	-7.12K	0.36%
Cerity Partners LLC	62.78K	Mar 31, 26	+36.14K	0.36%
LeClair Wealth Partners LLC	62.17K	Mar 31, 26	+62.17K	0.35%
Resources Investment Advisors, LLC.	61.84K	Mar 31, 26	+6.54K	0.35%
MAI Capital Management	59.17K	Mar 31, 26	+19.89K	0.34%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	58.97K	Mar 31, 26	+26.16K	0.34%
Tradition Wealth Management, LLC	58.74K	Mar 31, 26	-5.37K	0.33%
TRUIST FINANCIAL CORP	55.99K	Mar 31, 26	+7.80K	0.32%
RIVERCHASE WEALTH MANAGEMENT, LLC	55.66K	Mar 31, 26	--	0.32%
Cresset Asset Management, LLC	53.03K	Mar 31, 26	+15.17K	0.30%
Stratos Wealth Advisors, LLC	50.43K	Mar 31, 26	+2.27K	0.29%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	50.26K	Mar 31, 26	-190	0.29%
Wealth Alliance	49.70K	Mar 31, 26	-246	0.28%
Capital Analysts, LLC	47.71K	Mar 31, 26	+34.27K	0.27%
CreativeOne Wealth, LLC	45.23K	Mar 31, 26	+3.55K	0.26%
Foundations Investment Advisors, LLC	43.49K	Mar 31, 26	+13.63K	0.25%
Trek Financial, LLC	43.07K	Mar 31, 26	+15.89K	0.25%
CORRADO ADVISORS, LLC	42.91K	Mar 31, 26	+14.41K	0.24%
Weaver Capital Management LLC	40.58K	Mar 31, 26	--	0.23%
Archer Investment Corp	39.84K	Mar 31, 26	+2.44K	0.23%
Lineweaver Wealth Advisors, LLC	39.50K	Mar 31, 26	+4.78K	0.23%
Global Assets Advisory, LLC	39.49K	Mar 31, 26	+2.20K	0.23%
FSA Advisors, Inc.	39.23K	Mar 31, 26	+740	0.22%
Visionary Wealth Advisors	38.32K	Mar 31, 26	-5.49K	0.22%
PCA Investment Advisory Services Inc.	38.16K	Mar 31, 26	+6.75K	0.22%
Pinnacle Wealth Management Group, Inc.	37.73K	Mar 31, 26	+3.46K	0.21%
Sequoia Financial Advisors, LLC	37.43K	Mar 31, 26	--	0.21%
DIVERSIFY WEALTH MANAGEMENT, LLC	36.90K	Mar 31, 26	+36.90K	0.21%
MERCER GLOBAL ADVISORS INC /ADV	34.55K	Mar 31, 26	-1.05K	0.20%
ATTICUS WEALTH MANAGEMENT, LLC	34.42K	Mar 31, 26	-175	0.20%
NewEdge Advisors, LLC	33.78K	Mar 31, 26	+3.90K	0.19%
Lakeridge Wealth Management LLC	31.20K	Mar 31, 26	+12.62K	0.18%
Spire Wealth Management	31.04K	Mar 31, 26	+17.48K	0.18%
IFP Advisors, Inc	30.45K	Mar 31, 26	-21.25K	0.17%
Cornerstone Wealth Group, LLC	29.75K	Mar 31, 26	-1.20K	0.17%
Arkadios Wealth Advisors	29.52K	Mar 31, 26	+29.52K	0.17%
Talon Private Wealth, LLC	29.12K	Mar 31, 26	+29.12K	0.17%
Concurrent Investment Advisors, LLC	28.83K	Mar 31, 26	+9.99K	0.16%
Phoenix Holdings Ltd.	28.13K	Mar 31, 26	+13.76K	0.16%
Continuum Advisory, LLC	28.05K	Mar 31, 26	+1.12K	0.16%
Miracle Mile Advisors, LLC	27.83K	Mar 31, 26	-175	0.16%
AssuredPartners Investment Advisors, LLC	27.82K	Mar 31, 26	+6.87K	0.16%
Blossom Wealth Management	27.47K	Mar 31, 26	+27.47K	0.16%
CRA Financial Services, LLC	27.29K	Mar 31, 26	-760	0.16%
Farther Finance Advisors, LLC	26.80K	Mar 31, 26	+14.62K	0.15%
Beacon Financial Advisory LLC	26.67K	Mar 31, 26	+18.02K	0.15%
Cape Investment Advisory, Inc.	26.21K	Mar 31, 26	+485	0.15%
Apollon Wealth Management, LLC	25.85K	Mar 31, 26	+2.35K	0.15%
SYON CAPITAL LLC	25.24K	Mar 31, 26	+25.24K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.00K	Mar 31, 26	+529	0.14%
Mariner, LLC	23.56K	Mar 31, 26	+11.56K	0.13%
Certified Advisory Corp	22.91K	Mar 31, 26	+240	0.13%
IHT Wealth Management, LLC	22.70K	Mar 31, 26	+10.88K	0.13%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	22.47K	Mar 31, 26	+11.88K	0.13%
Keystone Wealth Services, LLC	22.27K	Mar 31, 26	+22.27K	0.13%
McAdam, LLC	22.25K	Mar 31, 26	+22.25K	0.13%
Global Strategic Investment Solutions, LLC	21.29K	Mar 31, 26	-14.10K	0.12%
MGO ONE SEVEN LLC	21.16K	Mar 31, 26	+4.48K	0.12%
Orion Capital Management LLC	20.62K	Mar 31, 26	-668	0.12%
Sunbelt Securities, Inc.	20.56K	Mar 31, 26	+15.56K	0.12%
Belpointe Asset Management LLC	20.00K	Mar 31, 26	-1.88K	0.11%
PRINCIPAL SECURITIES, INC.	19.96K	Mar 31, 26	+440	0.11%
Focus Financial Network, Inc.	19.77K	Mar 31, 26	+3.63K	0.11%
BCGM Wealth Management, LLC	19.69K	Mar 31, 26	--	0.11%
Kingsview Wealth Management, LLC	18.82K	Mar 31, 26	-3	0.11%
Valmark Advisers, Inc.	18.73K	Mar 31, 26	-512	0.11%
Frisch Financial Group, Inc.	18.59K	Mar 31, 26	+18.59K	0.11%
OLD MISSION CAPITAL LLC	18.39K	Mar 31, 26	+2.83K	0.10%
Capstone Triton Financial Group, LLC	18.37K	Mar 31, 26	+18.37K	0.10%
FreeGulliver LLC	18.29K	Mar 31, 26	+18.29K	0.10%
Straight Path Wealth Management	17.88K	Mar 31, 26	+1.23K	0.10%
Bedel Financial Consulting, Inc.	17.74K	Mar 31, 26	--	0.10%
CHAPMAN FINANCIAL GROUP, LLC	17.17K	Mar 31, 26	+138	0.10%
HBW Advisory Services LLC	16.27K	Mar 31, 26	+97	0.09%
Noble Wealth Management PBC	15.76K	Mar 31, 26	-905	0.09%
Cyndeo Wealth Partners, LLC	15.53K	Mar 31, 26	+15.53K	0.09%
DHJJ Financial Advisors, Ltd.	15.14K	Mar 31, 26	-1.64K	0.09%
Valtinson Bruner Financial Planning LLC	14.22K	Mar 31, 26	--	0.08%
ROYAL BANK OF CANADA	14.08K	Mar 31, 26	-386	0.08%
SRS Capital Advisors, Inc.	13.88K	Mar 31, 26	+1.46K	0.08%
Foundry Financial Group, Inc.	13.62K	Mar 31, 26	-1	0.08%
Seros Financial, LLC	13.52K	Mar 31, 26	--	0.08%
JANE STREET GROUP, LLC	13.47K	Mar 31, 26	-36.10K	0.08%
New Republic Capital, LLC	13.22K	Mar 31, 26	--	0.08%
Dakota Wealth Management	12.87K	Mar 31, 26	+12.87K	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	12.84K	Mar 31, 26	+2.71K	0.07%
Jacobi Capital Management LLC	12.53K	Mar 31, 26	--	0.07%
MMA ASSET MANAGEMENT LLC	11.80K	Mar 31, 26	+1.65K	0.07%
Wood Tarver Financial Group, LLC	11.48K	Mar 31, 26	--	0.07%
SILVER OAK SECURITIES, INCORPORATED	11.24K	Mar 31, 26	+2.16K	0.06%
Capital Square, LLC	11.22K	Mar 31, 26	+11.22K	0.06%
Chicago Partners Investment Group LLC	11.22K	Mar 31, 26	-615	0.06%
Galvin, Gaustad & Stein, LLC	10.88K	Mar 31, 26	+331	0.06%
Grantvest Financial Group LLC	10.77K	Mar 31, 26	+1.52K	0.06%
CWM, LLC	10.76K	Mar 31, 26	-2.75K	0.06%
Triad Wealth Partners, LLC	10.59K	Mar 31, 26	--	0.06%
WPWealth LLP	10.19K	Mar 31, 26	--	0.06%
Three Seasons Wealth, LLC	10.11K	Mar 31, 26	-1.50K	0.06%
Waterloo Capital, L.P.	10.01K	Mar 31, 26	+2.37K	0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC	10.00K	Mar 31, 26	--	0.06%
WorthPointe, LLC	9.94K	Mar 31, 26	-33.51K	0.06%
HARBOUR INVESTMENTS, INC.	9.91K	Mar 31, 26	+4.45K	0.06%
BENJAMIN EDWARDS INC	9.69K	Mar 31, 26	-2.29K	0.06%
FIDUCIARY FINANCIAL GROUP, LLC	9.21K	Mar 31, 26	+100	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	9.20K	Mar 31, 26	-700	0.05%
Apriem Advisors	9.15K	Mar 31, 26	--	0.05%
Blue Sky Capital Consultants Group, Inc.	9.08K	Mar 31, 26	+9.08K	0.05%
WealthPlan Investment Management, LLC	9.06K	Mar 31, 26	-215	0.05%
AQR CAPITAL MANAGEMENT LLC	8.88K	Mar 31, 26	--	0.05%
Catalina Capital Group, LLC	8.75K	Mar 31, 26	+750	0.05%
Vestment Financial LLC	8.74K	Mar 31, 26	+8.74K	0.05%
Firestone Capital Management	8.72K	Mar 31, 26	--	0.05%
PTM WEALTH MANAGEMENT, LLC	8.60K	Mar 31, 26	-8.43K	0.05%
Ausdal Financial Partners, Inc.	8.48K	Mar 31, 26	-2.00K	0.05%
Mutual Advisors, LLC	8.35K	Mar 31, 26	+2.09K	0.05%
Sigma Planning Corp	8.27K	Mar 31, 26	+2.89K	0.05%
AlphaStar Capital Management, LLC	8.00K	Mar 31, 26	+8.00K	0.05%
Lido Advisors, LLC	7.98K	Mar 31, 26	--	0.05%
Keystone Financial Group, Inc.	7.96K	Mar 31, 26	-5.09K	0.05%
Ambassador Advisors, LLC	7.85K	Mar 31, 26	+1.63K	0.04%
Summit Wealth Partners, LLC	7.73K	Mar 31, 26	-205	0.04%
WealthShield Partners, LLC	7.48K	Mar 31, 26	--	0.04%
Creative Planning	7.40K	Mar 31, 26	+7.40K	0.04%
DAVENPORT & Co LLC	7.28K	Mar 31, 26	+600	0.04%
Betterment LLC	7.27K	Mar 31, 26	-35	0.04%
CRUX WEALTH ADVISORS	7.09K	Mar 31, 26	+7.09K	0.04%
Global Trust Asset Management, LLC	7.00K	Mar 31, 26	--	0.04%
Prasad Wealth Partners, LLC	6.73K	Mar 31, 26	--	0.04%
Gladstone Institutional Advisory LLC	6.60K	Mar 31, 26	+6.60K	0.04%
Merit Financial Group, LLC	6.57K	Mar 31, 26	-137	0.04%
Madison Wealth Partners, Inc	6.32K	Mar 31, 26	--	0.04%
U.S. Capital Wealth Advisors, LLC	6.22K	Mar 31, 26	+6.22K	0.04%
Helium Advisors LLC	6.10K	Mar 31, 26	--	0.03%
VISTA INVESTMENT MANAGEMENT	6.09K	Mar 31, 26	--	0.03%
Clearstead Advisors, LLC	6.08K	Mar 31, 26	+6.08K	0.03%
Ameritas Advisory Services, LLC	6.07K	Mar 31, 26	--	0.03%
BANK OF AMERICA CORP /DE/	5.85K	Mar 31, 26	+5.85K	0.03%
CALTON & ASSOCIATES, INC.	5.82K	Mar 31, 26	-775	0.03%
CAPTRUST FINANCIAL ADVISORS	5.78K	Mar 31, 26	+5.78K	0.03%
Brinker Capital Investments, LLC	5.74K	Mar 31, 26	+5.74K	0.03%
MILESTONE ASSET MANAGEMENT, LLC	5.74K	Mar 31, 26	--	0.03%
Clay Northam Wealth Management, LLC	5.35K	Mar 31, 26	-150	0.03%
Nikulski Financial, Inc.	5.32K	Mar 31, 26	+5.32K	0.03%
Cypress Wealth Services, LLC	5.24K	Mar 31, 26	--	0.03%
BridgePort Financial Solutions, LLC	5.22K	Mar 31, 26	--	0.03%
Bison Wealth, LLC	4.76K	Mar 31, 26	+4.76K	0.03%
AdvisorNet Financial, Inc	4.53K	Mar 31, 26	+3.73K	0.03%
Quest 10 Wealth Builders, Inc.	4.51K	Mar 31, 26	-185	0.03%
Capital Investment Advisory Services, LLC	4.28K	Mar 31, 26	+302	0.02%
HAZLETT, BURT & WATSON, INC.	3.44K	Mar 31, 26	--	0.02%
Financial Network Wealth Advisors LLC	3.08K	Mar 31, 26	--	0.02%
JDM Financial Group LLC	2.15K	Mar 31, 26	--	0.01%
Wagner Wealth Management, LLC	2.00K	Mar 31, 26	--	0.01%
ROTHSCHILD INVESTMENT LLC	1.95K	Mar 31, 26	+1.95K	0.01%
Global Wealth Strategies & Associates	1.81K	Mar 31, 26	-382	0.01%
Atlantic Private Wealth, LLC	1.71K	Mar 31, 26	+1.71K	0.01%
IMG Wealth Management, Inc.	1.57K	Mar 31, 26	--	0.01%
EVERMAY WEALTH MANAGEMENT LLC	1.53K	Mar 31, 26	--	0.01%
Aptus Capital Advisors, LLC	1.48K	Mar 31, 26	+1.48K	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.48K	Mar 31, 26	+1.48K	0.01%
Annis Gardner Whiting Capital Advisors, LLC	1.30K	Mar 31, 26	--	0.01%
PFS Partners, LLC	1.20K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.18K	Mar 31, 26	+1.18K	0.01%
Bernard Wealth Management Corp.	1.07K	Mar 31, 26	--	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	1.04K	Mar 31, 26	-206	0.01%
MORGAN STANLEY	723	Mar 31, 26	-79	0.00%
CITY HOLDING CO	700	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	676	Mar 31, 26	--	0.00%
Trifecta Capital Advisors, LLC	541	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	450	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	345	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	316	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	303	Mar 31, 26	+303	0.00%
BigSur Wealth Management LLC	190	Mar 31, 26	+190	0.00%
Elevated Capital Advisors, LLC	185	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	53	Mar 31, 26	+53	0.00%
GHP Investment Advisors, Inc.	48	Mar 31, 26	+48	0.00%
Triumph Capital Management	41	Mar 31, 26	--	0.00%
ASSETMARK, INC	37	Mar 31, 26	--	0.00%
RK Capital Management, LLC/FL	--	Mar 31, 26	-23.80K	--
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	--	Mar 31, 26	-8.00K	--
BARCLAYS PLC	--	Mar 31, 26	-735	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-8.79K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-1.50K	--
Outlook Wealth Advisors, LLC	--	Mar 31, 26	-7.38K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-39.02K	--
McAlister, Sweet & Associates, Inc.	--	Mar 31, 26	-81.02K	--
HRT FINANCIAL LP	--	Mar 31, 26	-14.72K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-20.59K	--
UBS Group AG	--	Mar 31, 26	-751	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-14.31K	--
CYPRESS FINANCIAL PLANNING LLC	--	Mar 31, 26	-10.22K	--
KINGSWOOD WEALTH ADVISORS, LLC	--	Mar 31, 26	-6.81K	--
COMMONS CAPITAL, LLC	--	Mar 31, 26	-36.91K	--
SageView Advisory Group, LLC	2.42K	Dec 31, 25	+2.42K	0.01%
CIBC Private Wealth Group, LLC	57	Dec 31, 25	+57	0.00%
Bullseye Investment Management, LLC	23.01K	Sep 30, 25	--	0.13%
Stuart Chaussee & Associates, Inc.	7.98K	Sep 30, 25	-3.38K	0.05%
OPTIMUM INVESTMENT ADVISORS	115	Sep 30, 25	--	0.00%
SMITH SHELLNUT WILSON LLC /ADV	--	Sep 30, 25	-8.71K	--
AVANTAX ADVISORY SERVICES, INC.	33.29K	Jun 30, 25	-1.17K	0.19%
Atria Wealth Solutions, Inc.	32.87K	Jun 30, 25	+1.64K	0.19%
Capital A Wealth Management, LLC	--	Jun 30, 25	-25	--
Sugarloaf Wealth Management, LLC	11.84K	Dec 31, 24	--	0.07%
Riggs Capital Management LLC	5.97K	Dec 31, 24	+5.97K	0.03%
Raymond James Financial Services Advisors, Inc.	248.80K	Sep 30, 24	-8.93K	1.42%
RAYMOND JAMES & ASSOCIATES	18.79K	Sep 30, 24	-320	0.11%
Alera Investment Advisors, LLC	--	Sep 30, 24	-11.85K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	12.21K	Jun 30, 24	--	0.07%
Strategic Wealth Partners Group LLC	237.59K	Mar 31, 24	+123.40K	1.35%
Cetera Advisor Networks LLC	123.57K	Mar 31, 24	+16.02K	0.70%
Cetera Advisors LLC	106.35K	Mar 31, 24	+60.57K	0.61%
InterOcean Capital Group, LLC	22.65K	Mar 31, 24	+16.42K	0.13%
WEALTHSOURCE PARTNERS, LLC	53.07K	Dec 31, 23	-6.60K	0.30%
DFPG INVESTMENTS, LLC	23.34K	Dec 31, 23	--	0.13%
FOCUS FINANCIAL NETWORK INC /ADV	14.03K	Dec 31, 23	+14.03K	0.08%
Baystate Wealth Management LLC	259	Dec 31, 23	--	0.00%
Steward Financial Group LLC	406.08K	Sep 30, 23	-257.72K	2.31%
Sutton Wealth Advisors Inc.	30.32K	Sep 30, 23	--	0.17%
BEDEL FINANCIAL CONSULTING INC	19.64K	Sep 30, 23	+19.64K	0.11%
ASSET MANAGEMENT CORP /IL/ /ADV	24.53K	Mar 31, 23	+24.53K	0.14%
Cardinal Point Wealth Management Partners, LLC	15.49K	Mar 31, 23	+15.49K	0.09%
Covington Capital Management	24.55K	Sep 30, 22	--	0.14%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	15.30K	Sep 30, 22	--	0.09%
American Portfolios Advisors	12.70K	Sep 30, 22	-511	0.07%
Strategic Asset Management, LLC	--	Sep 30, 22	-1.28K	--
Dixon Hughes Goodman Wealth Advisors LLC	73.48K	Mar 31, 22	+71.47K	0.42%
Ameritas Investment Company, LLC	11.55K	Sep 30, 21	+5.04K	0.07%
Hoover Financial Advisors, Inc.	36.05K	Jun 30, 21	--	0.21%
OLD MISSION CAPITAL, LLC	49.23K	Dec 31, 20	+49.23K	0.28%
Stearns Financial Services Group	36.52K	Sep 30, 20	+35.52K	0.21%
ACCURATE INVESTMENT SOLUTIONS, INC.	10.58K	Mar 31, 20	+10.58K	0.06%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.79M

Mar 31, 26

+294.59K

21.58%

Penserra Capital Management LLC

1.63M

Mar 31, 26

+92.16K

9.28%

ADVISOR GROUP HOLDINGS, INC.

1.13M

Mar 31, 26

-58.82K

6.46%

Brookstone Capital Management

902.11K

Mar 31, 26

+746.52K

5.14%

COMMONWEALTH EQUITY SERVICES, LLC

580.20K

Mar 31, 26

+138.57K

3.31%

Colony Group, LLC

472.20K

Mar 31, 26

+89.91K

2.69%

RAYMOND JAMES FINANCIAL INC

340.37K

Mar 31, 26

+38.40K

1.94%

Kestra Advisory Services, LLC

334.76K

Mar 31, 26

+34.05K

1.91%

LPL Financial LLC

324.50K

Mar 31, 26

+57.96K

1.85%

Cetera Investment Advisers

275.25K

Mar 31, 26

+72.43K

1.57%

Beacon Pointe Advisors, LLC

260.25K

Mar 31, 26

+131.68K

1.48%

BLAIR WILLIAM & CO/IL

246.69K

Mar 31, 26

+38.02K

1.41%

ENVESTNET ASSET MANAGEMENT INC

236.74K

Mar 31, 26

+186.46K

1.35%

HighTower Advisors, LLC

161.90K

Mar 31, 26

+26.23K

0.92%

Southland Equity Partners LLC

161.13K

Mar 31, 26

-6.89K

0.92%

Pensionmark Financial Group, LLC

159.20K

Mar 31, 26

+13.08K

0.91%

CoreCap Advisors, LLC

156.65K

Mar 31, 26

+15.83K

0.89%

Americana Partners, LLC

131.43K

Mar 31, 26

+131.43K

0.75%

Cambridge Investment Research Advisors, Inc.

120.79K

Mar 31, 26

+13.41K

0.69%

BCS Wealth Management

114.49K

Mar 31, 26

-125.00K

0.65%

Advisory Alpha, LLC

111.91K

Mar 31, 26

+9.22K

0.64%

Weaver Consulting Group

103.51K

Mar 31, 26

+3.85K

0.59%

Vestmark Advisory Solutions, Inc.

100.19K

Mar 31, 26

+17.09K

0.57%

Castle Rock Wealth Management, LLC

95.87K

Mar 31, 26

-3.09K

0.55%

Ascent Wealth Partners, LLC

88.78K

Mar 31, 26

+5.18K

0.51%

Steward Partners Investment Advisory, LLC

88.39K

Mar 31, 26

+88.27K

0.50%

MML INVESTORS SERVICES, LLC

87.70K

Mar 31, 26

+13.71K

0.50%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

82.72K

Mar 31, 26

+25.55K

0.47%

Bellwether Advisors, LLC

80.85K

Mar 31, 26

+27.31K

0.46%

YARGER WEALTH STRATEGIES, LLC

76.61K

Mar 31, 26

+3.84K

0.44%

GILL CAPITAL PARTNERS, LLC

76.43K

Mar 31, 26

+327

0.44%

Diligent Investors, LLC

76.42K

Mar 31, 26

+22.15K

0.44%

AE Wealth Management LLC

75.77K

Mar 31, 26

-1.71K

0.43%

Advisory Services Network, LLC

75.20K

Mar 31, 26

+14.23K

0.43%

Patriot Financial Group Insurance Agency, LLC

74.92K

Mar 31, 26

+39.93K

0.43%

Chris Bulman Inc

71.17K

Mar 31, 26

+7.20K

0.41%

KFG WEALTH MANAGEMENT, LLC

63.84K

Mar 31, 26

+15.17K

0.36%

Janney Montgomery Scott LLC

63.05K

Mar 31, 26

+511

0.36%

FORVIS Wealth Advisors, LLC

62.89K

Mar 31, 26

-7.12K

0.36%

Cerity Partners LLC

62.78K

Mar 31, 26

+36.14K

0.36%

LeClair Wealth Partners LLC

62.17K

Mar 31, 26

+62.17K

0.35%

Resources Investment Advisors, LLC.

61.84K

Mar 31, 26

+6.54K

0.35%

MAI Capital Management

59.17K

Mar 31, 26

+19.89K

0.34%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

58.97K

Mar 31, 26

+26.16K

0.34%

Tradition Wealth Management, LLC

58.74K

Mar 31, 26

-5.37K

0.33%

TRUIST FINANCIAL CORP

55.99K

Mar 31, 26

+7.80K

0.32%

RIVERCHASE WEALTH MANAGEMENT, LLC

55.66K

Mar 31, 26

0.32%

Cresset Asset Management, LLC

53.03K

Mar 31, 26

+15.17K

0.30%

Stratos Wealth Advisors, LLC

50.43K

Mar 31, 26

+2.27K

0.29%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

50.26K

Mar 31, 26

-190

0.29%

Wealth Alliance

49.70K

Mar 31, 26

-246

0.28%

Capital Analysts, LLC

47.71K

Mar 31, 26

+34.27K

0.27%

CreativeOne Wealth, LLC

45.23K

Mar 31, 26

+3.55K

0.26%

Foundations Investment Advisors, LLC

43.49K

Mar 31, 26

+13.63K

0.25%

Trek Financial, LLC

43.07K

Mar 31, 26

+15.89K

0.25%

CORRADO ADVISORS, LLC

42.91K

Mar 31, 26

+14.41K

0.24%

Weaver Capital Management LLC

40.58K

Mar 31, 26

0.23%

Archer Investment Corp

39.84K

Mar 31, 26

+2.44K

0.23%

Lineweaver Wealth Advisors, LLC

39.50K

Mar 31, 26

+4.78K

0.23%

Global Assets Advisory, LLC

39.49K

Mar 31, 26

+2.20K

0.23%

FSA Advisors, Inc.

39.23K

Mar 31, 26

+740

0.22%

Visionary Wealth Advisors

38.32K

Mar 31, 26

-5.49K

0.22%

PCA Investment Advisory Services Inc.

38.16K

Mar 31, 26

+6.75K

0.22%

Pinnacle Wealth Management Group, Inc.

37.73K

Mar 31, 26

+3.46K

0.21%

Sequoia Financial Advisors, LLC

37.43K

Mar 31, 26

0.21%

DIVERSIFY WEALTH MANAGEMENT, LLC

36.90K

Mar 31, 26

+36.90K

0.21%

MERCER GLOBAL ADVISORS INC /ADV

34.55K

Mar 31, 26

-1.05K

0.20%

ATTICUS WEALTH MANAGEMENT, LLC

34.42K

Mar 31, 26

-175

0.20%

NewEdge Advisors, LLC

33.78K

Mar 31, 26

+3.90K

0.19%

Lakeridge Wealth Management LLC

31.20K

Mar 31, 26

+12.62K

0.18%

Spire Wealth Management

31.04K

Mar 31, 26

+17.48K

0.18%

IFP Advisors, Inc

30.45K

Mar 31, 26

-21.25K

0.17%

Cornerstone Wealth Group, LLC

29.75K

Mar 31, 26

-1.20K

0.17%

Arkadios Wealth Advisors

29.52K

Mar 31, 26

+29.52K

0.17%

Talon Private Wealth, LLC

29.12K

Mar 31, 26

+29.12K

0.17%

Concurrent Investment Advisors, LLC

28.83K

Mar 31, 26

+9.99K

0.16%

Phoenix Holdings Ltd.

28.13K

Mar 31, 26

+13.76K

0.16%

Continuum Advisory, LLC

28.05K

Mar 31, 26

+1.12K

0.16%

Miracle Mile Advisors, LLC

27.83K

Mar 31, 26

-175

0.16%

AssuredPartners Investment Advisors, LLC

27.82K

Mar 31, 26

+6.87K

0.16%

Blossom Wealth Management

27.47K

Mar 31, 26

+27.47K

0.16%

CRA Financial Services, LLC

27.29K

Mar 31, 26

-760

0.16%

Farther Finance Advisors, LLC

26.80K

Mar 31, 26

+14.62K

0.15%

Beacon Financial Advisory LLC

26.67K

Mar 31, 26

+18.02K

0.15%

Cape Investment Advisory, Inc.

26.21K

Mar 31, 26

+485

0.15%

Apollon Wealth Management, LLC

25.85K

Mar 31, 26

+2.35K

0.15%

SYON CAPITAL LLC

25.24K

Mar 31, 26

+25.24K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.00K

Mar 31, 26

+529

0.14%

Mariner, LLC

23.56K

Mar 31, 26

+11.56K

0.13%

Certified Advisory Corp

22.91K

Mar 31, 26

+240

0.13%

IHT Wealth Management, LLC

22.70K

Mar 31, 26

+10.88K

0.13%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

22.47K

Mar 31, 26

+11.88K

0.13%

Keystone Wealth Services, LLC

22.27K

Mar 31, 26

+22.27K

0.13%

McAdam, LLC

22.25K

Mar 31, 26

+22.25K

0.13%

Global Strategic Investment Solutions, LLC

21.29K

Mar 31, 26

-14.10K

0.12%

MGO ONE SEVEN LLC

21.16K

Mar 31, 26

+4.48K

0.12%

Orion Capital Management LLC

20.62K

Mar 31, 26

-668

0.12%

Sunbelt Securities, Inc.

20.56K

Mar 31, 26

+15.56K

0.12%

Belpointe Asset Management LLC

20.00K

Mar 31, 26

-1.88K

0.11%

PRINCIPAL SECURITIES, INC.

19.96K

Mar 31, 26

+440

0.11%

Focus Financial Network, Inc.

19.77K

Mar 31, 26

+3.63K

0.11%

BCGM Wealth Management, LLC

19.69K

Mar 31, 26

0.11%

Kingsview Wealth Management, LLC

18.82K

Mar 31, 26

-3

0.11%

Valmark Advisers, Inc.

18.73K

Mar 31, 26

-512

0.11%

Frisch Financial Group, Inc.

18.59K

Mar 31, 26

+18.59K

0.11%

OLD MISSION CAPITAL LLC

18.39K

Mar 31, 26

+2.83K

0.10%

Capstone Triton Financial Group, LLC

18.37K

Mar 31, 26

+18.37K

0.10%

FreeGulliver LLC

18.29K

Mar 31, 26

+18.29K

0.10%

Straight Path Wealth Management

17.88K

Mar 31, 26

+1.23K

0.10%

Bedel Financial Consulting, Inc.

17.74K

Mar 31, 26

0.10%

CHAPMAN FINANCIAL GROUP, LLC

17.17K

Mar 31, 26

+138

0.10%

HBW Advisory Services LLC

16.27K

Mar 31, 26

+97

0.09%

Noble Wealth Management PBC

15.76K

Mar 31, 26

-905

0.09%

Cyndeo Wealth Partners, LLC

15.53K

Mar 31, 26

+15.53K

0.09%

DHJJ Financial Advisors, Ltd.

15.14K

Mar 31, 26

-1.64K

0.09%

Valtinson Bruner Financial Planning LLC

14.22K

Mar 31, 26

0.08%

ROYAL BANK OF CANADA

14.08K

Mar 31, 26

-386

0.08%

SRS Capital Advisors, Inc.

13.88K

Mar 31, 26

+1.46K

0.08%

Foundry Financial Group, Inc.

13.62K

Mar 31, 26

-1

0.08%

Seros Financial, LLC

13.52K

Mar 31, 26

0.08%

JANE STREET GROUP, LLC

13.47K

Mar 31, 26

-36.10K

0.08%

New Republic Capital, LLC

13.22K

Mar 31, 26

0.08%

Dakota Wealth Management

12.87K

Mar 31, 26

+12.87K

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

12.84K

Mar 31, 26

+2.71K

0.07%

Jacobi Capital Management LLC

12.53K

Mar 31, 26

0.07%

MMA ASSET MANAGEMENT LLC

11.80K

Mar 31, 26

+1.65K

0.07%

Wood Tarver Financial Group, LLC

11.48K

Mar 31, 26

0.07%

SILVER OAK SECURITIES, INCORPORATED

11.24K

Mar 31, 26

+2.16K

0.06%

Capital Square, LLC

11.22K

Mar 31, 26

+11.22K

0.06%

Chicago Partners Investment Group LLC

11.22K

Mar 31, 26

-615

0.06%

Galvin, Gaustad & Stein, LLC

10.88K

Mar 31, 26

+331

0.06%

Grantvest Financial Group LLC

10.77K

Mar 31, 26

+1.52K

0.06%

CWM, LLC

10.76K

Mar 31, 26

-2.75K

0.06%

Triad Wealth Partners, LLC

10.59K

Mar 31, 26

0.06%

WPWealth LLP

10.19K

Mar 31, 26

0.06%

Three Seasons Wealth, LLC

10.11K

Mar 31, 26

-1.50K

0.06%

Waterloo Capital, L.P.

10.01K

Mar 31, 26

+2.37K

0.06%

THOROUGHBRED FINANCIAL SERVICES, LLC

10.00K

Mar 31, 26

0.06%

WorthPointe, LLC

9.94K

Mar 31, 26

-33.51K

0.06%

HARBOUR INVESTMENTS, INC.

9.91K

Mar 31, 26

+4.45K

0.06%

BENJAMIN EDWARDS INC

9.69K

Mar 31, 26

-2.29K

0.06%

FIDUCIARY FINANCIAL GROUP, LLC

9.21K

Mar 31, 26

+100

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.20K

Mar 31, 26

-700

0.05%

Apriem Advisors

9.15K

Mar 31, 26

0.05%

Blue Sky Capital Consultants Group, Inc.

9.08K

Mar 31, 26

+9.08K

0.05%

WealthPlan Investment Management, LLC

9.06K

Mar 31, 26

-215

0.05%

AQR CAPITAL MANAGEMENT LLC

8.88K

Mar 31, 26

0.05%

Catalina Capital Group, LLC

8.75K

Mar 31, 26

+750

0.05%

Vestment Financial LLC

8.74K

Mar 31, 26

+8.74K

0.05%

Firestone Capital Management

8.72K

Mar 31, 26

0.05%

PTM WEALTH MANAGEMENT, LLC

8.60K

Mar 31, 26

-8.43K

0.05%

Ausdal Financial Partners, Inc.

8.48K

Mar 31, 26

-2.00K

0.05%

Mutual Advisors, LLC

8.35K

Mar 31, 26

+2.09K

0.05%

Sigma Planning Corp

8.27K

Mar 31, 26

+2.89K

0.05%

AlphaStar Capital Management, LLC

8.00K

Mar 31, 26

+8.00K

0.05%

Lido Advisors, LLC

7.98K

Mar 31, 26

0.05%

Keystone Financial Group, Inc.

7.96K

Mar 31, 26

-5.09K

0.05%

Ambassador Advisors, LLC

7.85K

Mar 31, 26

+1.63K

0.04%

Summit Wealth Partners, LLC

7.73K

Mar 31, 26

-205

0.04%

WealthShield Partners, LLC

7.48K

Mar 31, 26

0.04%

Creative Planning

7.40K

Mar 31, 26

+7.40K

0.04%

DAVENPORT & Co LLC

7.28K

Mar 31, 26

+600

0.04%

Betterment LLC

7.27K

Mar 31, 26

-35

0.04%

CRUX WEALTH ADVISORS

7.09K

Mar 31, 26

+7.09K

0.04%

Global Trust Asset Management, LLC

7.00K

Mar 31, 26

0.04%

Prasad Wealth Partners, LLC

6.73K

Mar 31, 26

0.04%

Gladstone Institutional Advisory LLC

6.60K

Mar 31, 26

+6.60K

0.04%

Merit Financial Group, LLC

6.57K

Mar 31, 26

-137

0.04%

Madison Wealth Partners, Inc

6.32K

Mar 31, 26

0.04%

U.S. Capital Wealth Advisors, LLC

6.22K

Mar 31, 26

+6.22K

0.04%

Helium Advisors LLC

6.10K

Mar 31, 26

0.03%

VISTA INVESTMENT MANAGEMENT

6.09K

Mar 31, 26

0.03%

Clearstead Advisors, LLC

6.08K

Mar 31, 26

+6.08K

0.03%

Ameritas Advisory Services, LLC

6.07K

Mar 31, 26

0.03%

BANK OF AMERICA CORP /DE/

5.85K

Mar 31, 26

+5.85K

0.03%

CALTON & ASSOCIATES, INC.

5.82K

Mar 31, 26

-775

0.03%

CAPTRUST FINANCIAL ADVISORS

5.78K

Mar 31, 26

+5.78K

0.03%

Brinker Capital Investments, LLC

5.74K

Mar 31, 26

+5.74K

0.03%

MILESTONE ASSET MANAGEMENT, LLC

5.74K

Mar 31, 26

0.03%

Clay Northam Wealth Management, LLC

5.35K

Mar 31, 26

-150

0.03%

Nikulski Financial, Inc.

5.32K

Mar 31, 26

+5.32K

0.03%

Cypress Wealth Services, LLC

5.24K

Mar 31, 26

0.03%

BridgePort Financial Solutions, LLC

5.22K

Mar 31, 26

0.03%

Bison Wealth, LLC

4.76K

Mar 31, 26

+4.76K

0.03%

AdvisorNet Financial, Inc

4.53K

Mar 31, 26

+3.73K

0.03%

Quest 10 Wealth Builders, Inc.

4.51K

Mar 31, 26

-185

0.03%

Capital Investment Advisory Services, LLC

4.28K

Mar 31, 26

+302

0.02%

HAZLETT, BURT & WATSON, INC.

3.44K

Mar 31, 26

0.02%

Financial Network Wealth Advisors LLC

3.08K

Mar 31, 26

0.02%

JDM Financial Group LLC

2.15K

Mar 31, 26

0.01%

Wagner Wealth Management, LLC

2.00K

Mar 31, 26

0.01%

ROTHSCHILD INVESTMENT LLC

1.95K

Mar 31, 26

+1.95K

0.01%

Global Wealth Strategies & Associates

1.81K

Mar 31, 26

-382

0.01%

Atlantic Private Wealth, LLC

1.71K

Mar 31, 26

+1.71K

0.01%

IMG Wealth Management, Inc.

1.57K

Mar 31, 26

0.01%

EVERMAY WEALTH MANAGEMENT LLC

1.53K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

1.48K

Mar 31, 26

+1.48K

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.48K

Mar 31, 26

+1.48K

0.01%

Annis Gardner Whiting Capital Advisors, LLC

1.30K

Mar 31, 26

0.01%

PFS Partners, LLC

1.20K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.18K

Mar 31, 26

+1.18K

0.01%

Bernard Wealth Management Corp.

1.07K

Mar 31, 26

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

1.04K

Mar 31, 26

-206

0.01%

MORGAN STANLEY

723

Mar 31, 26

-79

0.00%

CITY HOLDING CO

700

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

676

Mar 31, 26

0.00%

Trifecta Capital Advisors, LLC

541

Mar 31, 26

0.00%

NBC SECURITIES, INC.

450

Mar 31, 26

0.00%

Anfield Capital Management, LLC

345

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

316

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

303

Mar 31, 26

+303

0.00%

BigSur Wealth Management LLC

190

Mar 31, 26

+190

0.00%

Elevated Capital Advisors, LLC

185

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

+53

0.00%

GHP Investment Advisors, Inc.

Mar 31, 26

+48

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

RK Capital Management, LLC/FL

Mar 31, 26

-23.80K

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

Mar 31, 26

-8.00K

BARCLAYS PLC

Mar 31, 26

-735

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-8.79K

Jessup Wealth Management, Inc

Mar 31, 26

-1.50K

Outlook Wealth Advisors, LLC

Mar 31, 26

-7.38K

Diversify Advisory Services, LLC

Mar 31, 26

-39.02K

McAlister, Sweet & Associates, Inc.

Mar 31, 26

-81.02K

HRT FINANCIAL LP

Mar 31, 26

-14.72K

CITADEL ADVISORS LLC

Mar 31, 26

-20.59K

UBS Group AG

Mar 31, 26

-751

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-14.31K

CYPRESS FINANCIAL PLANNING LLC

Mar 31, 26

-10.22K

KINGSWOOD WEALTH ADVISORS, LLC

Mar 31, 26

-6.81K

COMMONS CAPITAL, LLC

Mar 31, 26

-36.91K

SageView Advisory Group, LLC

2.42K

Dec 31, 25

+2.42K

0.01%

CIBC Private Wealth Group, LLC

Dec 31, 25

+57

0.00%

Bullseye Investment Management, LLC

23.01K

Sep 30, 25

0.13%

Stuart Chaussee & Associates, Inc.

7.98K

Sep 30, 25

-3.38K

0.05%

OPTIMUM INVESTMENT ADVISORS

115

Sep 30, 25

0.00%

SMITH SHELLNUT WILSON LLC /ADV

Sep 30, 25

-8.71K

AVANTAX ADVISORY SERVICES, INC.

33.29K

Jun 30, 25

-1.17K

0.19%

Atria Wealth Solutions, Inc.

32.87K

Jun 30, 25

+1.64K

0.19%

Capital A Wealth Management, LLC

Jun 30, 25

-25

Sugarloaf Wealth Management, LLC

11.84K

Dec 31, 24

0.07%

Riggs Capital Management LLC

5.97K

Dec 31, 24

+5.97K

0.03%

Raymond James Financial Services Advisors, Inc.

248.80K

Sep 30, 24

-8.93K

1.42%

RAYMOND JAMES & ASSOCIATES

18.79K

Sep 30, 24

-320

0.11%

Alera Investment Advisors, LLC

Sep 30, 24

-11.85K

BENJAMIN F. EDWARDS & COMPANY, INC.

12.21K

Jun 30, 24

0.07%

Strategic Wealth Partners Group LLC

237.59K

Mar 31, 24

+123.40K

1.35%

Cetera Advisor Networks LLC

123.57K

Mar 31, 24

+16.02K

0.70%

Cetera Advisors LLC

106.35K

Mar 31, 24

+60.57K

0.61%

InterOcean Capital Group, LLC

22.65K

Mar 31, 24

+16.42K

0.13%

WEALTHSOURCE PARTNERS, LLC

53.07K

Dec 31, 23

-6.60K

0.30%

DFPG INVESTMENTS, LLC

23.34K

Dec 31, 23

0.13%

FOCUS FINANCIAL NETWORK INC /ADV

14.03K

Dec 31, 23

+14.03K

0.08%

Baystate Wealth Management LLC

259

Dec 31, 23

0.00%

Steward Financial Group LLC

406.08K

Sep 30, 23

-257.72K

2.31%

Sutton Wealth Advisors Inc.

30.32K

Sep 30, 23

0.17%

BEDEL FINANCIAL CONSULTING INC

19.64K

Sep 30, 23

+19.64K

0.11%

ASSET MANAGEMENT CORP /IL/ /ADV

24.53K

Mar 31, 23

+24.53K

0.14%

Cardinal Point Wealth Management Partners, LLC

15.49K

Mar 31, 23

+15.49K

0.09%

Covington Capital Management

24.55K

Sep 30, 22

0.14%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

15.30K

Sep 30, 22

0.09%

American Portfolios Advisors

12.70K

Sep 30, 22

-511

0.07%

Strategic Asset Management, LLC

Sep 30, 22

-1.28K

Dixon Hughes Goodman Wealth Advisors LLC

73.48K

Mar 31, 22

+71.47K

0.42%

Ameritas Investment Company, LLC

11.55K

Sep 30, 21

+5.04K

0.07%

Hoover Financial Advisors, Inc.

36.05K

Jun 30, 21

0.21%

OLD MISSION CAPITAL, LLC

49.23K

Dec 31, 20

+49.23K

0.28%

Stearns Financial Services Group

36.52K

Sep 30, 20

+35.52K

0.21%

ACCURATE INVESTMENT SOLUTIONS, INC.

10.58K

Mar 31, 20

+10.58K

0.06%