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

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

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$50.41—

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PJAN(PJAN)

PJAN

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

Institutional Ownership

Top 350 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.66M	Jun 30, 26	-55.01K	14.59%
Penserra Capital Management LLC	1.49M	Jun 30, 26	+75.77K	5.91%
ADVISOR GROUP HOLDINGS, INC.	1.18M	Jun 30, 26	-136.07K	4.69%
LPL Financial LLC	737.98K	Jun 30, 26	-9.57K	2.94%
Brookstone Capital Management	672.23K	Jun 30, 26	-86.66K	2.68%
MML INVESTORS SERVICES, LLC	671.77K	Jun 30, 26	+86.85K	2.67%
BLAIR WILLIAM & CO/IL	592.99K	Jun 30, 26	-32.53K	2.36%
Mutual Advisors, LLC	579.03K	Jun 30, 26	+1.51K	2.30%
COMMONWEALTH EQUITY SERVICES, LLC	529.24K	Jun 30, 26	-92.91K	2.11%
RAYMOND JAMES FINANCIAL INC	507.85K	Jun 30, 26	-11.50K	2.02%
Colony Group, LLC	475.32K	Jun 30, 26	-14.80K	1.89%
ENVESTNET ASSET MANAGEMENT INC	472.27K	Jun 30, 26	-12.22K	1.88%
Compass Advisory Group LLC	373.32K	Jun 30, 26	+2.75K	1.49%
Southland Equity Partners LLC	373.07K	Jun 30, 26	-11.09K	1.49%
Kestra Advisory Services, LLC	328.80K	Jun 30, 26	+134.25K	1.31%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	314.85K	Jun 30, 26	-6.05K	1.25%
Cetera Investment Advisers	281.17K	Jun 30, 26	-36.79K	1.12%
Bellwether Advisors, LLC	280.31K	Jun 30, 26	-2.09K	1.12%
Janney Montgomery Scott LLC	248.46K	Jun 30, 26	+4.88K	0.99%
Brinker Capital Investments, LLC	222.38K	Jun 30, 26	+24.24K	0.89%
Beacon Pointe Advisors, LLC	212.27K	Jun 30, 26	-49.87K	0.84%
BENJAMIN EDWARDS INC	184.75K	Jun 30, 26	-15.36K	0.74%
US BANCORP \DE\	181.56K	Jun 30, 26	-138.57K	0.72%
WEST MICHIGAN ADVISORS, LLC	171.04K	Jun 30, 26	--	0.68%
AA Financial Advisors, LLC	170.66K	Jun 30, 26	-6.53K	0.68%
HighTower Advisors, LLC	150.13K	Jun 30, 26	-1.51K	0.60%
CoreCap Advisors, LLC	146.81K	Jun 30, 26	+45	0.58%
COFG Advisors, LLC	146.22K	Jun 30, 26	-100	0.58%
Triad Wealth Partners, LLC	143.97K	Jun 30, 26	+6.83K	0.57%
MAI Capital Management	143.17K	Jun 30, 26	+2.54K	0.57%
Cambridge Investment Research Advisors, Inc.	142.85K	Jun 30, 26	+3.49K	0.57%
Forty-three Eighteen Advisors, LLC	141.86K	Jun 30, 26	-100	0.56%
Range Financial Group LLC	140.70K	Jun 30, 26	-3.10K	0.56%
Steward Partners Investment Advisory, LLC	132.70K	Jun 30, 26	-2.14M	0.53%
Blue Water Asset Management	126.05K	Jun 30, 26	-62	0.50%
PRINCIPAL SECURITIES, INC.	125.92K	Jun 30, 26	+10.23K	0.50%
BFI Wealth Solutions, LLC	123.58K	Jun 30, 26	+24.39K	0.49%
BCGM Wealth Management, LLC	121.40K	Jun 30, 26	-1.07K	0.48%
GILL CAPITAL PARTNERS, LLC	114.95K	Jun 30, 26	-4.93K	0.46%
FORVIS Wealth Advisors, LLC	112.94K	Jun 30, 26	-3.19K	0.45%
Signal Advisors Wealth, LLC	110.09K	Jun 30, 26	-858	0.44%
IFP Advisors, Inc	105.91K	Jun 30, 26	-603	0.42%
Long Island Wealth Management, Inc.	104.09K	Jun 30, 26	+215	0.41%
JDM Financial Group LLC	103.55K	Jun 30, 26	-510	0.41%
Cresset Asset Management, LLC	100.81K	Jun 30, 26	-47.86K	0.40%
TRUIST FINANCIAL CORP	99.92K	Jun 30, 26	-2.88K	0.40%
NewEdge Advisors, LLC	99.10K	Jun 30, 26	+57.80K	0.39%
Resources Investment Advisors, LLC.	84.59K	Jun 30, 26	-3.77K	0.34%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	82.91K	Jun 30, 26	-2.23K	0.33%
Apollon Wealth Management, LLC	82.64K	Jun 30, 26	-4.29K	0.33%
CreativeOne Wealth, LLC	80.76K	Jun 30, 26	+10.27K	0.32%
Fortune Financial Group, Inc.	80.60K	Jun 30, 26	-334	0.32%
FOUNDERS FINANCIAL SECURITIES LLC	79.69K	Jun 30, 26	+9.46K	0.32%
Ascent Wealth Partners, LLC	79.64K	Jun 30, 26	-155.20K	0.32%
Horizon Investments, LLC	79.58K	Jun 30, 26	-59.02K	0.32%
MTM FINANCIAL GROUP, LLC	79.19K	Jun 30, 26	+506	0.32%
Hardworking Capital Advisors, LLC	78.29K	Jun 30, 26	-4.12K	0.31%
CRA Financial Services, LLC	75.61K	Jun 30, 26	--	0.30%
Keating Financial Advisory Services, Inc.	75.13K	Jun 30, 26	-601	0.30%
Sherry Group, Inc.	73.91K	Jun 30, 26	+69.56K	0.29%
Crown Wealth Group, LLC	70.23K	Jun 30, 26	-6.23K	0.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	66.90K	Jun 30, 26	-8.27K	0.27%
HBW Advisory Services LLC	65.66K	Jun 30, 26	+149	0.26%
Diligent Investors, LLC	64.78K	Jun 30, 26	-1.51K	0.26%
Cassady Wealth & Retirement Planning, LLC	62.91K	Jun 30, 26	+101	0.25%
Pallas Capital Advisors LLC	60.82K	Jun 30, 26	+140	0.24%
SRS Capital Advisors, Inc.	59.59K	Jun 30, 26	+50.53K	0.24%
JPMORGAN CHASE & CO	59.11K	Jun 30, 26	+15.21K	0.24%
HRT FINANCIAL LP	58.66K	Jun 30, 26	+58.66K	0.23%
Wealth Alliance	58.63K	Jun 30, 26	-1.22K	0.23%
EVERMAY WEALTH MANAGEMENT LLC	56.88K	Jun 30, 26	-1.41K	0.23%
Liberty Atlantic Advisors LLC	54.71K	Jun 30, 26	-856	0.22%
CENTAURUS FINANCIAL, INC.	51.39K	Jun 30, 26	+1.44K	0.20%
Pensionmark Financial Group, LLC	51.19K	Jun 30, 26	-3.42K	0.20%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	50.90K	Jun 30, 26	-109	0.20%
CORRADO ADVISORS, LLC	50.40K	Jun 30, 26	-684	0.20%
Simplicity Wealth,LLC	48.84K	Jun 30, 26	+48.84K	0.19%
Quantinno Capital Management LP	47.43K	Jun 30, 26	+47.43K	0.19%
WealthPlan Investment Management, LLC	46.20K	Jun 30, 26	-6.94K	0.18%
CITY HOLDING CO	45.17K	Jun 30, 26	-1.20K	0.18%
FSA Advisors, Inc.	44.12K	Jun 30, 26	-938	0.18%
INDEPENDENT FINANCIAL GROUP, LLC	43.85K	Jun 30, 26	-1.25K	0.17%
AE Wealth Management LLC	43.78K	Jun 30, 26	-1.16K	0.17%
Nikulski Financial, Inc.	43.35K	Jun 30, 26	-2.05K	0.17%
Cornerstone Wealth, LLC/TN	42.58K	Jun 30, 26	+973	0.17%
Patriot Financial Group Insurance Agency, LLC	41.08K	Jun 30, 26	-40.81K	0.16%
Advisory Services Network, LLC	41.05K	Jun 30, 26	-1.46K	0.16%
Integrity Advisory Solutions, LLC	40.48K	Jun 30, 26	-817	0.16%
Koshinski Asset Management, Inc.	40.11K	Jun 30, 26	-150	0.16%
Merit Financial Group, LLC	39.97K	Jun 30, 26	+361	0.16%
Gladstone Institutional Advisory LLC	39.91K	Jun 30, 26	+1.78K	0.16%
Atria Investments, Inc	39.73K	Jun 30, 26	-1.29K	0.16%
Arkadios Wealth Advisors	39.37K	Jun 30, 26	+4.14K	0.16%
RED CRANE WEALTH MANAGEMENT, LLC	38.11K	Jun 30, 26	--	0.15%
Element Squared LLC	37.82K	Jun 30, 26	--	0.15%
Trek Financial, LLC	36.95K	Jun 30, 26	-327	0.15%
Orion Capital Management LLC	36.90K	Jun 30, 26	-31	0.15%
Jessup Wealth Management, Inc	35.87K	Jun 30, 26	-369	0.14%
Lido Advisors, LLC	35.23K	Jun 30, 26	-7.13K	0.14%
Lineweaver Wealth Advisors, LLC	34.62K	Jun 30, 26	-54	0.14%
Pacific Park Financial, Inc.	34.30K	Jun 30, 26	-431	0.14%
Cerity Partners LLC	33.98K	Jun 30, 26	-34.87K	0.14%
OLD MISSION CAPITAL LLC	33.47K	Jun 30, 26	+28.35K	0.13%
CAPTRUST FINANCIAL ADVISORS	33.17K	Jun 30, 26	--	0.13%
TopTier Wealth Management, LLC	32.72K	Jun 30, 26	-4.13K	0.13%
AdvisorNet Financial, Inc	32.62K	Jun 30, 26	-7.45K	0.13%
BigSur Wealth Management LLC	32.50K	Jun 30, 26	--	0.13%
RFG Advisory, LLC	32.26K	Jun 30, 26	-1.69K	0.13%
Farther Finance Advisors, LLC	32.02K	Jun 30, 26	-1.67K	0.13%
KFG WEALTH MANAGEMENT, LLC	31.93K	Jun 30, 26	-1.92K	0.13%
Weaver Capital Management LLC	31.57K	Jun 30, 26	--	0.13%
Castle Rock Wealth Management, LLC	31.45K	Jun 30, 26	-260	0.13%
Continuum Advisory, LLC	31.39K	Jun 30, 26	-74	0.12%
Weaver Consulting Group	30.32K	Jun 30, 26	-223	0.12%
Creative Planning	30.24K	Jun 30, 26	+4.44K	0.12%
DAVENPORT & Co LLC	29.91K	Jun 30, 26	--	0.12%
Capital Analysts, LLC	29.28K	Jun 30, 26	--	0.12%
First City Capital Management, Inc.	28.82K	Jun 30, 26	--	0.11%
AQR CAPITAL MANAGEMENT LLC	28.67K	Jun 30, 26	+536	0.11%
YARGER WEALTH STRATEGIES, LLC	28.44K	Jun 30, 26	-146	0.11%
Lakeridge Wealth Management LLC	28.02K	Jun 30, 26	--	0.11%
Tradition Wealth Management, LLC	27.45K	Jun 30, 26	-800	0.11%
BCS Wealth Management	26.66K	Jun 30, 26	-125	0.11%
SCS Capital Management LLC	25.47K	Jun 30, 26	--	0.10%
Vantage Point Financial LLC	25.11K	Jun 30, 26	+5.67K	0.10%
Chris Bulman Inc	23.80K	Jun 30, 26	-2.21K	0.09%
SILVER OAK SECURITIES, INCORPORATED	23.71K	Jun 30, 26	--	0.09%
Ameritas Advisory Services, LLC	23.00K	Jun 30, 26	+7.91K	0.09%
Capital Square, LLC	22.81K	Jun 30, 26	+21	0.09%
Valmark Advisers, Inc.	22.71K	Jun 30, 26	+2.65K	0.09%
Wood Tarver Financial Group, LLC	22.68K	Jun 30, 26	+10.15K	0.09%
TrustBank	21.69K	Jun 30, 26	+1.76K	0.09%
Clay Northam Wealth Management, LLC	21.63K	Jun 30, 26	-900	0.09%
Bedel Financial Consulting, Inc.	21.23K	Jun 30, 26	-4	0.08%
Valtinson Bruner Financial Planning LLC	20.42K	Jun 30, 26	--	0.08%
Bernard Wealth Management Corp.	20.25K	Jun 30, 26	-722	0.08%
WealthPLAN Partners, LLC	19.47K	Jun 30, 26	-25	0.08%
GWN SECURITIES INC.	19.30K	Jun 30, 26	+487	0.08%
Soltis Investment Advisors LLC	19.23K	Jun 30, 26	--	0.08%
JT Stratford LLC	19.18K	Jun 30, 26	--	0.08%
RETIREMENT INCOME SOLUTIONS, INC	19.18K	Jun 30, 26	--	0.08%
Focus Financial Network, Inc.	19.10K	Jun 30, 26	+40	0.08%
Firestone Capital Management	18.31K	Jun 30, 26	--	0.07%
Foundations Investment Advisors, LLC	18.27K	Jun 30, 26	-3.27K	0.07%
Encompass More Asset Management	18.05K	Jun 30, 26	+1.90K	0.07%
Stratos Wealth Advisors, LLC	17.54K	Jun 30, 26	-118	0.07%
Ambassador Advisors, LLC	17.18K	Jun 30, 26	--	0.07%
Cyndeo Wealth Partners, LLC	16.95K	Jun 30, 26	--	0.07%
Keystone Wealth Services, LLC	16.81K	Jun 30, 26	-5	0.07%
Dakota Wealth Management	16.36K	Jun 30, 26	-5.88K	0.07%
DHJJ Financial Advisors, Ltd.	16.32K	Jun 30, 26	--	0.06%
City Center Advisors, LLC	16.02K	Jun 30, 26	-87	0.06%
Sterling Financial Planning, Inc.	14.96K	Jun 30, 26	--	0.06%
Core Wealth Advisors, Inc.	14.73K	Jun 30, 26	--	0.06%
Spire Wealth Management	14.59K	Jun 30, 26	--	0.06%
Per Stirling Capital Management, LLC.	14.56K	Jun 30, 26	+134	0.06%
Helium Advisors LLC	14.33K	Jun 30, 26	--	0.06%
Integrated Wealth Concepts LLC	14.23K	Jun 30, 26	+115	0.06%
Parkside Investments, LLC	14.22K	Jun 30, 26	-250	0.06%
ARS Wealth Advisors Group, LLC	14.05K	Jun 30, 26	--	0.06%
Marshall Financial Group LLC	14.04K	Jun 30, 26	--	0.06%
Chicago Partners Investment Group LLC	13.52K	Jun 30, 26	-1.99K	0.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	13.23K	Jun 30, 26	--	0.05%
Concurrent Investment Advisors, LLC	13.12K	Jun 30, 26	+881	0.05%
Main Street Financial Solutions, LLC	13.05K	Jun 30, 26	--	0.05%
MMA ASSET MANAGEMENT LLC	13.03K	Jun 30, 26	-457	0.05%
Phoenix Holdings Ltd.	12.77K	Jun 30, 26	-1.78K	0.05%
Snowden Capital Advisors LLC	12.72K	Jun 30, 26	--	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	12.68K	Jun 30, 26	-67	0.05%
Global Strategic Investment Solutions, LLC	12.62K	Jun 30, 26	-353	0.05%
HARBOUR INVESTMENTS, INC.	12.51K	Jun 30, 26	-4.43K	0.05%
Insight Wealth Partners, LLC	12.16K	Jun 30, 26	-703	0.05%
Pinnacle Wealth Management Group, Inc.	12.01K	Jun 30, 26	-75	0.05%
Kathmere Capital Management, LLC	11.77K	Jun 30, 26	-104	0.05%
Straight Path Wealth Management	11.76K	Jun 30, 26	+453	0.05%
PTM WEALTH MANAGEMENT, LLC	11.73K	Jun 30, 26	-1.86K	0.05%
New Republic Capital, LLC	11.63K	Jun 30, 26	--	0.05%
ATTICUS WEALTH MANAGEMENT, LLC	11.47K	Jun 30, 26	-1.17K	0.05%
Galvin, Gaustad & Stein, LLC	11.40K	Jun 30, 26	-552	0.05%
Elmwood Wealth Management, Inc.	11.02K	Jun 30, 26	--	0.04%
Sequoia Financial Advisors, LLC	10.98K	Jun 30, 26	--	0.04%
Outlook Wealth Advisors, LLC	10.79K	Jun 30, 26	-254	0.04%
NewEdge Wealth, LLC	10.52K	Jun 30, 26	-833	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	10.45K	Jun 30, 26	+10.45K	0.04%
Ashton Thomas Private Wealth, LLC	10.10K	Jun 30, 26	-707	0.04%
My Personal CFO, LLC	10.00K	Jun 30, 26	--	0.04%
Delta Investment Management, LLC	9.99K	Jun 30, 26	--	0.04%
GTS FINANCIAL, LLC	9.91K	Jun 30, 26	-742	0.04%
Cambridge Advisors Inc.	9.80K	Jun 30, 26	-70	0.04%
Vise Technologies, Inc.	9.50K	Jun 30, 26	+9.50K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.43K	Jun 30, 26	--	0.04%
Diversify Advisory Services, LLC	9.43K	Jun 30, 26	+9.43K	0.04%
Ballast Rock Private Wealth LLC	9.25K	Jun 30, 26	--	0.04%
Rockefeller Capital Management L.P.	9.18K	Jun 30, 26	-1.45K	0.04%
Beacon Financial Advisory LLC	9.08K	Jun 30, 26	-735	0.04%
WPWealth LLP	9.04K	Jun 30, 26	--	0.04%
Strategies Wealth Advisors, LLC	9.00K	Jun 30, 26	+9.00K	0.04%
Archer Investment Corp	8.87K	Jun 30, 26	--	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.78K	Jun 30, 26	--	0.03%
Berger Financial Group, Inc	8.62K	Jun 30, 26	--	0.03%
MGO ONE SEVEN LLC	8.55K	Jun 30, 26	-3.59K	0.03%
FIDUCIARY FINANCIAL GROUP, LLC	8.43K	Jun 30, 26	--	0.03%
JANE STREET GROUP, LLC	8.41K	Jun 30, 26	-34.28K	0.03%
Cape Investment Advisory, Inc.	8.18K	Jun 30, 26	--	0.03%
Bison Wealth, LLC	8.16K	Jun 30, 26	-42	0.03%
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	8.10K	Jun 30, 26	+1.06K	0.03%
AlphaStar Capital Management, LLC	7.87K	Jun 30, 26	-488	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	7.84K	Jun 30, 26	--	0.03%
Allegiance Financial Group Advisory Services LLC	7.78K	Jun 30, 26	--	0.03%
Advisor OS, LLC	7.71K	Jun 30, 26	--	0.03%
Dynamic Advisor Solutions LLC	7.70K	Jun 30, 26	--	0.03%
J.W. COLE ADVISORS, INC.	7.51K	Jun 30, 26	+7.51K	0.03%
Cypress Wealth Services, LLC	7.49K	Jun 30, 26	--	0.03%
SAGESPRING WEALTH PARTNERS, LLC	7.35K	Jun 30, 26	-41	0.03%
Sigma Planning Corp	7.22K	Jun 30, 26	-91	0.03%
Cornerstone Wealth Group, LLC	7.21K	Jun 30, 26	--	0.03%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	6.85K	Jun 30, 26	-51	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6.82K	Jun 30, 26	--	0.03%
Belpointe Asset Management LLC	6.51K	Jun 30, 26	--	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	6.48K	Jun 30, 26	+6.48K	0.03%
Summit Financial, LLC	6.33K	Jun 30, 26	+6.33K	0.03%
Inspire Advisors, LLC	6.32K	Jun 30, 26	+454	0.03%
INSIGNEO ADVISORY SERVICES, LLC	6.26K	Jun 30, 26	-4	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.26K	Jun 30, 26	+6.26K	0.02%
Blue Sky Capital Consultants Group, Inc.	6.23K	Jun 30, 26	-8.09K	0.02%
Ausdal Financial Partners, Inc.	6.21K	Jun 30, 26	-346	0.02%
Peak Wealth Management LLC	6.13K	Jun 30, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	6.10K	Jun 30, 26	+6.10K	0.02%
Advisory Alpha, LLC	6.08K	Jun 30, 26	+6.08K	0.02%
Krilogy Financial LLC	6.01K	Jun 30, 26	--	0.02%
WorthPointe, LLC	6.00K	Jun 30, 26	-293	0.02%
HOHIMER WEALTH MANAGEMENT, LLC	5.97K	Jun 30, 26	--	0.02%
Compass Ion Advisors, LLC	5.93K	Jun 30, 26	--	0.02%
Maltin Wealth Management, Inc.	5.80K	Jun 30, 26	+5.80K	0.02%
Madison Wealth Partners, Inc	5.71K	Jun 30, 26	--	0.02%
Sovereign Financial Group, Inc.	5.70K	Jun 30, 26	--	0.02%
Sequent Planning LLC	5.70K	Jun 30, 26	+5	0.02%
BAILARD, INC.	5.65K	Jun 30, 26	--	0.02%
BROWN BROTHERS HARRIMAN & CO	5.50K	Jun 30, 26	--	0.02%
DRIVE WEALTH MANAGEMENT, LLC	5.48K	Jun 30, 26	--	0.02%
Three Seasons Wealth, LLC	5.40K	Jun 30, 26	--	0.02%
Goldstein Advisors, LLC	5.25K	Jun 30, 26	--	0.02%
Maia Wealth LLC	5.19K	Jun 30, 26	-58	0.02%
CALTON & ASSOCIATES, INC.	5.19K	Jun 30, 26	+707	0.02%
Private Advisor Group, LLC	5.17K	Jun 30, 26	-240	0.02%
Advyzon Investment Management, LLC	5.09K	Jun 30, 26	+398	0.02%
Fragasso Group Inc.	5.08K	Jun 30, 26	--	0.02%
Frisch Financial Group, Inc.	5.00K	Jun 30, 26	-1.86K	0.02%
Midwest Financial Network, LLC	4.97K	Jun 30, 26	-678	0.02%
INTEGRAL INVESTMENT ADVISORS, INC.	4.91K	Jun 30, 26	--	0.02%
MONEY CONCEPTS CAPITAL CORP	4.90K	Jun 30, 26	--	0.02%
MBL Wealth, LLC	4.88K	Jun 30, 26	-2.02K	0.02%
IHT Wealth Management, LLC	4.76K	Jun 30, 26	--	0.02%
StoneX Group Inc.	4.61K	Jun 30, 26	+4.61K	0.02%
EverSource Wealth Advisors, LLC	4.59K	Jun 30, 26	--	0.02%
Strategic Blueprint, LLC	4.54K	Jun 30, 26	-85	0.02%
Betterment LLC	4.50K	Jun 30, 26	+106	0.02%
Financial Network Wealth Advisors LLC	4.43K	Jun 30, 26	+169	0.02%
Allworth Financial LP	4.38K	Jun 30, 26	-624.55K	0.02%
OFS Enterprise LLC	4.25K	Jun 30, 26	+4.25K	0.02%
STEPHENS INC /AR/	4.08K	Jun 30, 26	+4.08K	0.02%
Bank of New York Mellon Corp	4.07K	Jun 30, 26	+4.07K	0.02%
FIDUCIARY FINANCIAL ADVISORS	3.89K	Jun 30, 26	+3.89K	0.02%
Quest 10 Wealth Builders, Inc.	3.64K	Jun 30, 26	-31	0.01%
Evergreen Private Wealth LLC	3.55K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	3.42K	Jun 30, 26	--	0.01%
PFS Partners, LLC	2.87K	Jun 30, 26	--	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	2.77K	Jun 30, 26	+2.77K	0.01%
FIFTH THIRD BANCORP	2.50K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	2.45K	Jun 30, 26	+2.45K	0.01%
Global Retirement Partners, LLC	2.13K	Jun 30, 26	+2.13K	0.01%
Stone House Investment Management, LLC	2.10K	Jun 30, 26	--	0.01%
MORGAN STANLEY	2.04K	Jun 30, 26	--	0.01%
Wagner Wealth Management, LLC	2.00K	Jun 30, 26	--	0.01%
Innovative Asset Advisors Group, LLC	1.00K	Jun 30, 26	+1.00K	0.00%
ASSETMARK, INC	978	Jun 30, 26	+67	0.00%
Regatta Research & Money Management	925	Jun 30, 26	+925	0.00%
PlanVest Financial, Inc	638	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	565	Jun 30, 26	-2.14K	0.00%
Noble Wealth Management PBC	500	Jun 30, 26	-500	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	423	Jun 30, 26	-247	0.00%
BARCLAYS PLC	400	Jun 30, 26	+400	0.00%
Clearstead Advisors, LLC	326	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	319	Jun 30, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	300	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	160	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	150	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	135	Jun 30, 26	+135	0.00%
COUNTRY TRUST BANK	75	Jun 30, 26	+75	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	Jun 30, 26	--	0.00%
Jasper Ridge Partners, L.P.	--	Jun 30, 26	-7.20K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-150	--
Pathstone Holdings, LLC	--	Jun 30, 26	-101.96K	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-44.49K	--
PERSONAL CFO SOLUTIONS, LLC	--	Jun 30, 26	-593.51K	--
Atlantic Private Wealth, LLC	--	Jun 30, 26	-9.90K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-126.11K	--
RED REEF ADVISORS LLC	--	Jun 30, 26	-2.37K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-499	--
Mariner, LLC	--	Jun 30, 26	-9.51K	--
Global Assets Advisory, LLC	--	Jun 30, 26	-738	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-1.68K	--
CWM, LLC	235.72K	Mar 31, 26	-38.53K	0.94%
Talon Private Wealth, LLC	134.80K	Mar 31, 26	+134.80K	0.54%
U.S. Capital Wealth Advisors, LLC	33.49K	Mar 31, 26	+1.42K	0.13%
Sunbelt Securities, Inc.	10.65K	Mar 31, 26	+10.26K	0.04%
Catalina Capital Group, LLC	10.57K	Mar 31, 26	--	0.04%
Anfield Capital Management, LLC	304	Mar 31, 26	--	0.00%
Motiv8 Investments LLC	123.71K	Dec 31, 25	-39.74K	0.49%
Schulz Wealth, LTD.	17.29K	Dec 31, 25	-2.46K	0.07%
COMERICA BANK	2.50K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	319	Dec 31, 25	--	0.00%
ORG Partners LLC	--	Dec 31, 25	-1.00K	--
Stuart Chaussee & Associates, Inc.	42.53K	Sep 30, 25	-4.09K	0.17%
Atria Wealth Solutions, Inc.	30.89K	Jun 30, 25	-5.84K	0.12%
AVANTAX ADVISORY SERVICES, INC.	25.88K	Jun 30, 25	-115	0.10%
Smith Anglin Financial, LLC	20.12K	Jun 30, 25	--	0.08%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	9.53K	Jun 30, 25	+9.53K	0.04%
Orion Portfolio Solutions, LLC	103.39K	Mar 31, 25	+73.26K	0.41%
Sugarloaf Wealth Management, LLC	39.23K	Dec 31, 24	-2.00K	0.16%
Riggs Capital Management LLC	5.75K	Dec 31, 24	+5.75K	0.02%
Raymond James Financial Services Advisors, Inc.	590.40K	Sep 30, 24	-122.29K	2.35%
RAYMOND JAMES & ASSOCIATES	56.24K	Sep 30, 24	-1.83K	0.22%
Alera Investment Advisors, LLC	36.91K	Sep 30, 24	-3.69K	0.15%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-7.60K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	128.23K	Jun 30, 24	+2.46K	0.51%
Cetera Advisor Networks LLC	420.64K	Mar 31, 24	+122.37K	1.67%
Strategic Wealth Partners Group LLC	322.31K	Mar 31, 24	+6.62K	1.28%
InterOcean Capital Group, LLC	234.34K	Mar 31, 24	+216.57K	0.93%
Cetera Advisors LLC	90.32K	Mar 31, 24	+51.76K	0.36%
FOCUS FINANCIAL NETWORK INC /ADV	29.53K	Dec 31, 23	+29.53K	0.12%
BEDEL FINANCIAL CONSULTING INC	22.95K	Sep 30, 23	+22.95K	0.09%
Truadvice, LLC	8.16K	Sep 30, 23	--	0.03%
Sutton Wealth Advisors Inc.	6.87K	Sep 30, 23	--	0.03%
Relaxing Retirement Coach	9.92K	Jun 30, 23	--	0.04%
Cardinal Point Wealth Management Partners, LLC	15.94K	Mar 31, 23	--	0.06%
TRUSTCORE FINANCIAL SERVICES, LLC	10.79K	Dec 31, 22	+9.99K	0.04%
Round Table Services, LLC	25.73K	Sep 30, 22	--	0.10%
American Portfolios Advisors	3.69K	Sep 30, 22	+3.69K	0.01%
Covington Capital Management	2.50K	Sep 30, 22	-750	0.01%
Strategic Asset Management, LLC	626	Sep 30, 22	--	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	194.63K	Mar 31, 22	+10.27K	0.77%
NEXT Financial Group, Inc	--	Dec 31, 21	-22.20K	--
INVESTMENT SECURITY GROUP INC /CO/ /ADV	27.51K	Sep 30, 21	--	0.11%
Hoover Financial Advisors, Inc.	31.68K	Jun 30, 21	--	0.13%
Stearns Financial Services Group	28.64K	Sep 30, 20	+26.48K	0.11%
Partnervest Advisory Services LLC	14.31K	Sep 30, 20	--	0.06%
ACCURATE INVESTMENT SOLUTIONS, INC.	12.02K	Mar 31, 20	+12.02K	0.05%
Advisor Group, Inc.	491.12K	Dec 31, 19	-26.18K	1.95%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.64K	Dec 31, 19	+2.64K	0.01%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.66M

Jun 30, 26

-55.01K

14.59%

Penserra Capital Management LLC

1.49M

Jun 30, 26

+75.77K

5.91%

ADVISOR GROUP HOLDINGS, INC.

1.18M

Jun 30, 26

-136.07K

4.69%

LPL Financial LLC

737.98K

Jun 30, 26

-9.57K

2.94%

Brookstone Capital Management

672.23K

Jun 30, 26

-86.66K

2.68%

MML INVESTORS SERVICES, LLC

671.77K

Jun 30, 26

+86.85K

2.67%

BLAIR WILLIAM & CO/IL

592.99K

Jun 30, 26

-32.53K

2.36%

Mutual Advisors, LLC

579.03K

Jun 30, 26

+1.51K

2.30%

COMMONWEALTH EQUITY SERVICES, LLC

529.24K

Jun 30, 26

-92.91K

2.11%

RAYMOND JAMES FINANCIAL INC

507.85K

Jun 30, 26

-11.50K

2.02%

Colony Group, LLC

475.32K

Jun 30, 26

-14.80K

1.89%

ENVESTNET ASSET MANAGEMENT INC

472.27K

Jun 30, 26

-12.22K

1.88%

Compass Advisory Group LLC

373.32K

Jun 30, 26

+2.75K

1.49%

Southland Equity Partners LLC

373.07K

Jun 30, 26

-11.09K

1.49%

Kestra Advisory Services, LLC

328.80K

Jun 30, 26

+134.25K

1.31%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

314.85K

Jun 30, 26

-6.05K

1.25%

Cetera Investment Advisers

281.17K

Jun 30, 26

-36.79K

1.12%

Bellwether Advisors, LLC

280.31K

Jun 30, 26

-2.09K

1.12%

Janney Montgomery Scott LLC

248.46K

Jun 30, 26

+4.88K

0.99%

Brinker Capital Investments, LLC

222.38K

Jun 30, 26

+24.24K

0.89%

Beacon Pointe Advisors, LLC

212.27K

Jun 30, 26

-49.87K

0.84%

BENJAMIN EDWARDS INC

184.75K

Jun 30, 26

-15.36K

0.74%

US BANCORP \DE\

181.56K

Jun 30, 26

-138.57K

0.72%

WEST MICHIGAN ADVISORS, LLC

171.04K

Jun 30, 26

0.68%

AA Financial Advisors, LLC

170.66K

Jun 30, 26

-6.53K

0.68%

HighTower Advisors, LLC

150.13K

Jun 30, 26

-1.51K

0.60%

CoreCap Advisors, LLC

146.81K

Jun 30, 26

+45

0.58%

COFG Advisors, LLC

146.22K

Jun 30, 26

-100

0.58%

Triad Wealth Partners, LLC

143.97K

Jun 30, 26

+6.83K

0.57%

MAI Capital Management

143.17K

Jun 30, 26

+2.54K

0.57%

Cambridge Investment Research Advisors, Inc.

142.85K

Jun 30, 26

+3.49K

0.57%

Forty-three Eighteen Advisors, LLC

141.86K

Jun 30, 26

-100

0.56%

Range Financial Group LLC

140.70K

Jun 30, 26

-3.10K

0.56%

Steward Partners Investment Advisory, LLC

132.70K

Jun 30, 26

-2.14M

0.53%

Blue Water Asset Management

126.05K

Jun 30, 26

-62

0.50%

PRINCIPAL SECURITIES, INC.

125.92K

Jun 30, 26

+10.23K

0.50%

BFI Wealth Solutions, LLC

123.58K

Jun 30, 26

+24.39K

0.49%

BCGM Wealth Management, LLC

121.40K

Jun 30, 26

-1.07K

0.48%

GILL CAPITAL PARTNERS, LLC

114.95K

Jun 30, 26

-4.93K

0.46%

FORVIS Wealth Advisors, LLC

112.94K

Jun 30, 26

-3.19K

0.45%

Signal Advisors Wealth, LLC

110.09K

Jun 30, 26

-858

0.44%

IFP Advisors, Inc

105.91K

Jun 30, 26

-603

0.42%

Long Island Wealth Management, Inc.

104.09K

Jun 30, 26

+215

0.41%

JDM Financial Group LLC

103.55K

Jun 30, 26

-510

0.41%

Cresset Asset Management, LLC

100.81K

Jun 30, 26

-47.86K

0.40%

TRUIST FINANCIAL CORP

99.92K

Jun 30, 26

-2.88K

0.40%

NewEdge Advisors, LLC

99.10K

Jun 30, 26

+57.80K

0.39%

Resources Investment Advisors, LLC.

84.59K

Jun 30, 26

-3.77K

0.34%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

82.91K

Jun 30, 26

-2.23K

0.33%

Apollon Wealth Management, LLC

82.64K

Jun 30, 26

-4.29K

0.33%

CreativeOne Wealth, LLC

80.76K

Jun 30, 26

+10.27K

0.32%

Fortune Financial Group, Inc.

80.60K

Jun 30, 26

-334

0.32%

FOUNDERS FINANCIAL SECURITIES LLC

79.69K

Jun 30, 26

+9.46K

0.32%

Ascent Wealth Partners, LLC

79.64K

Jun 30, 26

-155.20K

0.32%

Horizon Investments, LLC

79.58K

Jun 30, 26

-59.02K

0.32%

MTM FINANCIAL GROUP, LLC

79.19K

Jun 30, 26

+506

0.32%

Hardworking Capital Advisors, LLC

78.29K

Jun 30, 26

-4.12K

0.31%

CRA Financial Services, LLC

75.61K

Jun 30, 26

0.30%

Keating Financial Advisory Services, Inc.

75.13K

Jun 30, 26

-601

0.30%

Sherry Group, Inc.

73.91K

Jun 30, 26

+69.56K

0.29%

Crown Wealth Group, LLC

70.23K

Jun 30, 26

-6.23K

0.28%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

66.90K

Jun 30, 26

-8.27K

0.27%

HBW Advisory Services LLC

65.66K

Jun 30, 26

+149

0.26%

Diligent Investors, LLC

64.78K

Jun 30, 26

-1.51K

0.26%

Cassady Wealth & Retirement Planning, LLC

62.91K

Jun 30, 26

+101

0.25%

Pallas Capital Advisors LLC

60.82K

Jun 30, 26

+140

0.24%

SRS Capital Advisors, Inc.

59.59K

Jun 30, 26

+50.53K

0.24%

JPMORGAN CHASE & CO

59.11K

Jun 30, 26

+15.21K

0.24%

HRT FINANCIAL LP

58.66K

Jun 30, 26

+58.66K

0.23%

Wealth Alliance

58.63K

Jun 30, 26

-1.22K

0.23%

EVERMAY WEALTH MANAGEMENT LLC

56.88K

Jun 30, 26

-1.41K

0.23%

Liberty Atlantic Advisors LLC

54.71K

Jun 30, 26

-856

0.22%

CENTAURUS FINANCIAL, INC.

51.39K

Jun 30, 26

+1.44K

0.20%

Pensionmark Financial Group, LLC

51.19K

Jun 30, 26

-3.42K

0.20%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

50.90K

Jun 30, 26

-109

0.20%

CORRADO ADVISORS, LLC

50.40K

Jun 30, 26

-684

0.20%

Simplicity Wealth,LLC

48.84K

Jun 30, 26

+48.84K

0.19%

Quantinno Capital Management LP

47.43K

Jun 30, 26

+47.43K

0.19%

WealthPlan Investment Management, LLC

46.20K

Jun 30, 26

-6.94K

0.18%

CITY HOLDING CO

45.17K

Jun 30, 26

-1.20K

0.18%

FSA Advisors, Inc.

44.12K

Jun 30, 26

-938

0.18%

INDEPENDENT FINANCIAL GROUP, LLC

43.85K

Jun 30, 26

-1.25K

0.17%

AE Wealth Management LLC

43.78K

Jun 30, 26

-1.16K

0.17%

Nikulski Financial, Inc.

43.35K

Jun 30, 26

-2.05K

0.17%

Cornerstone Wealth, LLC/TN

42.58K

Jun 30, 26

+973

0.17%

Patriot Financial Group Insurance Agency, LLC

41.08K

Jun 30, 26

-40.81K

0.16%

Advisory Services Network, LLC

41.05K

Jun 30, 26

-1.46K

0.16%

Integrity Advisory Solutions, LLC

40.48K

Jun 30, 26

-817

0.16%

Koshinski Asset Management, Inc.

40.11K

Jun 30, 26

-150

0.16%

Merit Financial Group, LLC

39.97K

Jun 30, 26

+361

0.16%

Gladstone Institutional Advisory LLC

39.91K

Jun 30, 26

+1.78K

0.16%

Atria Investments, Inc

39.73K

Jun 30, 26

-1.29K

0.16%

Arkadios Wealth Advisors

39.37K

Jun 30, 26

+4.14K

0.16%

RED CRANE WEALTH MANAGEMENT, LLC

38.11K

Jun 30, 26

0.15%

Element Squared LLC

37.82K

Jun 30, 26

0.15%

Trek Financial, LLC

36.95K

Jun 30, 26

-327

0.15%

Orion Capital Management LLC

36.90K

Jun 30, 26

-31

0.15%

Jessup Wealth Management, Inc

35.87K

Jun 30, 26

-369

0.14%

Lido Advisors, LLC

35.23K

Jun 30, 26

-7.13K

0.14%

Lineweaver Wealth Advisors, LLC

34.62K

Jun 30, 26

-54

0.14%

Pacific Park Financial, Inc.

34.30K

Jun 30, 26

-431

0.14%

Cerity Partners LLC

33.98K

Jun 30, 26

-34.87K

0.14%

OLD MISSION CAPITAL LLC

33.47K

Jun 30, 26

+28.35K

0.13%

CAPTRUST FINANCIAL ADVISORS

33.17K

Jun 30, 26

0.13%

TopTier Wealth Management, LLC

32.72K

Jun 30, 26

-4.13K

0.13%

AdvisorNet Financial, Inc

32.62K

Jun 30, 26

-7.45K

0.13%

BigSur Wealth Management LLC

32.50K

Jun 30, 26

0.13%

RFG Advisory, LLC

32.26K

Jun 30, 26

-1.69K

0.13%

Farther Finance Advisors, LLC

32.02K

Jun 30, 26

-1.67K

0.13%

KFG WEALTH MANAGEMENT, LLC

31.93K

Jun 30, 26

-1.92K

0.13%

Weaver Capital Management LLC

31.57K

Jun 30, 26

0.13%

Castle Rock Wealth Management, LLC

31.45K

Jun 30, 26

-260

0.13%

Continuum Advisory, LLC

31.39K

Jun 30, 26

-74

0.12%

Weaver Consulting Group

30.32K

Jun 30, 26

-223

0.12%

Creative Planning

30.24K

Jun 30, 26

+4.44K

0.12%

DAVENPORT & Co LLC

29.91K

Jun 30, 26

0.12%

Capital Analysts, LLC

29.28K

Jun 30, 26

0.12%

First City Capital Management, Inc.

28.82K

Jun 30, 26

0.11%

AQR CAPITAL MANAGEMENT LLC

28.67K

Jun 30, 26

+536

0.11%

YARGER WEALTH STRATEGIES, LLC

28.44K

Jun 30, 26

-146

0.11%

Lakeridge Wealth Management LLC

28.02K

Jun 30, 26

0.11%

Tradition Wealth Management, LLC

27.45K

Jun 30, 26

-800

0.11%

BCS Wealth Management

26.66K

Jun 30, 26

-125

0.11%

SCS Capital Management LLC

25.47K

Jun 30, 26

0.10%

Vantage Point Financial LLC

25.11K

Jun 30, 26

+5.67K

0.10%

Chris Bulman Inc

23.80K

Jun 30, 26

-2.21K

0.09%

SILVER OAK SECURITIES, INCORPORATED

23.71K

Jun 30, 26

0.09%

Ameritas Advisory Services, LLC

23.00K

Jun 30, 26

+7.91K

0.09%

Capital Square, LLC

22.81K

Jun 30, 26

+21

0.09%

Valmark Advisers, Inc.

22.71K

Jun 30, 26

+2.65K

0.09%

Wood Tarver Financial Group, LLC

22.68K

Jun 30, 26

+10.15K

0.09%

TrustBank

21.69K

Jun 30, 26

+1.76K

0.09%

Clay Northam Wealth Management, LLC

21.63K

Jun 30, 26

-900

0.09%

Bedel Financial Consulting, Inc.

21.23K

Jun 30, 26

-4

0.08%

Valtinson Bruner Financial Planning LLC

20.42K

Jun 30, 26

0.08%

Bernard Wealth Management Corp.

20.25K

Jun 30, 26

-722

0.08%

WealthPLAN Partners, LLC

19.47K

Jun 30, 26

-25

0.08%

GWN SECURITIES INC.

19.30K

Jun 30, 26

+487

0.08%

Soltis Investment Advisors LLC

19.23K

Jun 30, 26

0.08%

JT Stratford LLC

19.18K

Jun 30, 26

0.08%

RETIREMENT INCOME SOLUTIONS, INC

19.18K

Jun 30, 26

0.08%

Focus Financial Network, Inc.

19.10K

Jun 30, 26

+40

0.08%

Firestone Capital Management

18.31K

Jun 30, 26

0.07%

Foundations Investment Advisors, LLC

18.27K

Jun 30, 26

-3.27K

0.07%

Encompass More Asset Management

18.05K

Jun 30, 26

+1.90K

0.07%

Stratos Wealth Advisors, LLC

17.54K

Jun 30, 26

-118

0.07%

Ambassador Advisors, LLC

17.18K

Jun 30, 26

0.07%

Cyndeo Wealth Partners, LLC

16.95K

Jun 30, 26

0.07%

Keystone Wealth Services, LLC

16.81K

Jun 30, 26

-5

0.07%

Dakota Wealth Management

16.36K

Jun 30, 26

-5.88K

0.07%

DHJJ Financial Advisors, Ltd.

16.32K

Jun 30, 26

0.06%

City Center Advisors, LLC

16.02K

Jun 30, 26

-87

0.06%

Sterling Financial Planning, Inc.

14.96K

Jun 30, 26

0.06%

Core Wealth Advisors, Inc.

14.73K

Jun 30, 26

0.06%

Spire Wealth Management

14.59K

Jun 30, 26

0.06%

Per Stirling Capital Management, LLC.

14.56K

Jun 30, 26

+134

0.06%

Helium Advisors LLC

14.33K

Jun 30, 26

0.06%

Integrated Wealth Concepts LLC

14.23K

Jun 30, 26

+115

0.06%

Parkside Investments, LLC

14.22K

Jun 30, 26

-250

0.06%

ARS Wealth Advisors Group, LLC

14.05K

Jun 30, 26

0.06%

Marshall Financial Group LLC

14.04K

Jun 30, 26

0.06%

Chicago Partners Investment Group LLC

13.52K

Jun 30, 26

-1.99K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13.23K

Jun 30, 26

0.05%

Concurrent Investment Advisors, LLC

13.12K

Jun 30, 26

+881

0.05%

Main Street Financial Solutions, LLC

13.05K

Jun 30, 26

0.05%

MMA ASSET MANAGEMENT LLC

13.03K

Jun 30, 26

-457

0.05%

Phoenix Holdings Ltd.

12.77K

Jun 30, 26

-1.78K

0.05%

Snowden Capital Advisors LLC

12.72K

Jun 30, 26

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

12.68K

Jun 30, 26

-67

0.05%

Global Strategic Investment Solutions, LLC

12.62K

Jun 30, 26

-353

0.05%

HARBOUR INVESTMENTS, INC.

12.51K

Jun 30, 26

-4.43K

0.05%

Insight Wealth Partners, LLC

12.16K

Jun 30, 26

-703

0.05%

Pinnacle Wealth Management Group, Inc.

12.01K

Jun 30, 26

-75

0.05%

Kathmere Capital Management, LLC

11.77K

Jun 30, 26

-104

0.05%

Straight Path Wealth Management

11.76K

Jun 30, 26

+453

0.05%

PTM WEALTH MANAGEMENT, LLC

11.73K

Jun 30, 26

-1.86K

0.05%

New Republic Capital, LLC

11.63K

Jun 30, 26

0.05%

ATTICUS WEALTH MANAGEMENT, LLC

11.47K

Jun 30, 26

-1.17K

0.05%

Galvin, Gaustad & Stein, LLC

11.40K

Jun 30, 26

-552

0.05%

Elmwood Wealth Management, Inc.

11.02K

Jun 30, 26

0.04%

Sequoia Financial Advisors, LLC

10.98K

Jun 30, 26

0.04%

Outlook Wealth Advisors, LLC

10.79K

Jun 30, 26

-254

0.04%

NewEdge Wealth, LLC

10.52K

Jun 30, 26

-833

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

10.45K

Jun 30, 26

+10.45K

0.04%

Ashton Thomas Private Wealth, LLC

10.10K

Jun 30, 26

-707

0.04%

My Personal CFO, LLC

10.00K

Jun 30, 26

0.04%

Delta Investment Management, LLC

9.99K

Jun 30, 26

0.04%

GTS FINANCIAL, LLC

9.91K

Jun 30, 26

-742

0.04%

Cambridge Advisors Inc.

9.80K

Jun 30, 26

-70

0.04%

Vise Technologies, Inc.

9.50K

Jun 30, 26

+9.50K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.43K

Jun 30, 26

0.04%

Diversify Advisory Services, LLC

9.43K

Jun 30, 26

+9.43K

0.04%

Ballast Rock Private Wealth LLC

9.25K

Jun 30, 26

0.04%

Rockefeller Capital Management L.P.

9.18K

Jun 30, 26

-1.45K

0.04%

Beacon Financial Advisory LLC

9.08K

Jun 30, 26

-735

0.04%

WPWealth LLP

9.04K

Jun 30, 26

0.04%

Strategies Wealth Advisors, LLC

9.00K

Jun 30, 26

+9.00K

0.04%

Archer Investment Corp

8.87K

Jun 30, 26

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.78K

Jun 30, 26

0.03%

Berger Financial Group, Inc

8.62K

Jun 30, 26

0.03%

MGO ONE SEVEN LLC

8.55K

Jun 30, 26

-3.59K

0.03%

FIDUCIARY FINANCIAL GROUP, LLC

8.43K

Jun 30, 26

0.03%

JANE STREET GROUP, LLC

8.41K

Jun 30, 26

-34.28K

0.03%

Cape Investment Advisory, Inc.

8.18K

Jun 30, 26

0.03%

Bison Wealth, LLC

8.16K

Jun 30, 26

-42

0.03%

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

8.10K

Jun 30, 26

+1.06K

0.03%

AlphaStar Capital Management, LLC

7.87K

Jun 30, 26

-488

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

7.84K

Jun 30, 26

0.03%

Allegiance Financial Group Advisory Services LLC

7.78K

Jun 30, 26

0.03%

Advisor OS, LLC

7.71K

Jun 30, 26

0.03%

Dynamic Advisor Solutions LLC

7.70K

Jun 30, 26

0.03%

J.W. COLE ADVISORS, INC.

7.51K

Jun 30, 26

+7.51K

0.03%

Cypress Wealth Services, LLC

7.49K

Jun 30, 26

0.03%

SAGESPRING WEALTH PARTNERS, LLC

7.35K

Jun 30, 26

-41

0.03%

Sigma Planning Corp

7.22K

Jun 30, 26

-91

0.03%

Cornerstone Wealth Group, LLC

7.21K

Jun 30, 26

0.03%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

6.85K

Jun 30, 26

-51

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.82K

Jun 30, 26

0.03%

Belpointe Asset Management LLC

6.51K

Jun 30, 26

0.03%

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

6.48K

Jun 30, 26

+6.48K

0.03%

Summit Financial, LLC

6.33K

Jun 30, 26

+6.33K

0.03%

Inspire Advisors, LLC

6.32K

Jun 30, 26

+454

0.03%

INSIGNEO ADVISORY SERVICES, LLC

6.26K

Jun 30, 26

-4

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.26K

Jun 30, 26

+6.26K

0.02%

Blue Sky Capital Consultants Group, Inc.

6.23K

Jun 30, 26

-8.09K

0.02%

Ausdal Financial Partners, Inc.

6.21K

Jun 30, 26

-346

0.02%

Peak Wealth Management LLC

6.13K

Jun 30, 26

0.02%

TWO SIGMA SECURITIES, LLC

6.10K

Jun 30, 26

+6.10K

0.02%

Advisory Alpha, LLC

6.08K

Jun 30, 26

+6.08K

0.02%

Krilogy Financial LLC

6.01K

Jun 30, 26

0.02%

WorthPointe, LLC

6.00K

Jun 30, 26

-293

0.02%

HOHIMER WEALTH MANAGEMENT, LLC

5.97K

Jun 30, 26

0.02%

Compass Ion Advisors, LLC

5.93K

Jun 30, 26

0.02%

Maltin Wealth Management, Inc.

5.80K

Jun 30, 26

+5.80K

0.02%

Madison Wealth Partners, Inc

5.71K

Jun 30, 26

0.02%

Sovereign Financial Group, Inc.

5.70K

Jun 30, 26

0.02%

Sequent Planning LLC

5.70K

Jun 30, 26

0.02%

BAILARD, INC.

5.65K

Jun 30, 26

0.02%

BROWN BROTHERS HARRIMAN & CO

5.50K

Jun 30, 26

0.02%

DRIVE WEALTH MANAGEMENT, LLC

5.48K

Jun 30, 26

0.02%

Three Seasons Wealth, LLC

5.40K

Jun 30, 26

0.02%

Goldstein Advisors, LLC

5.25K

Jun 30, 26

0.02%

Maia Wealth LLC

5.19K

Jun 30, 26

-58

0.02%

CALTON & ASSOCIATES, INC.

5.19K

Jun 30, 26

+707

0.02%

Private Advisor Group, LLC

5.17K

Jun 30, 26

-240

0.02%

Advyzon Investment Management, LLC

5.09K

Jun 30, 26

+398

0.02%

Fragasso Group Inc.

5.08K

Jun 30, 26

0.02%

Frisch Financial Group, Inc.

5.00K

Jun 30, 26

-1.86K

0.02%

Midwest Financial Network, LLC

4.97K

Jun 30, 26

-678

0.02%

INTEGRAL INVESTMENT ADVISORS, INC.

4.91K

Jun 30, 26

0.02%

MONEY CONCEPTS CAPITAL CORP

4.90K

Jun 30, 26

0.02%

MBL Wealth, LLC

4.88K

Jun 30, 26

-2.02K

0.02%

IHT Wealth Management, LLC

4.76K

Jun 30, 26

0.02%

StoneX Group Inc.

4.61K

Jun 30, 26

+4.61K

0.02%

EverSource Wealth Advisors, LLC

4.59K

Jun 30, 26

0.02%

Strategic Blueprint, LLC

4.54K

Jun 30, 26

-85

0.02%

Betterment LLC

4.50K

Jun 30, 26

+106

0.02%

Financial Network Wealth Advisors LLC

4.43K

Jun 30, 26

+169

0.02%

Allworth Financial LP

4.38K

Jun 30, 26

-624.55K

0.02%

OFS Enterprise LLC

4.25K

Jun 30, 26

+4.25K

0.02%

STEPHENS INC /AR/

4.08K

Jun 30, 26

+4.08K

0.02%

Bank of New York Mellon Corp

4.07K

Jun 30, 26

+4.07K

0.02%

FIDUCIARY FINANCIAL ADVISORS

3.89K

Jun 30, 26

+3.89K

0.02%

Quest 10 Wealth Builders, Inc.

3.64K

Jun 30, 26

-31

0.01%

Evergreen Private Wealth LLC

3.55K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

3.42K

Jun 30, 26

0.01%

PFS Partners, LLC

2.87K

Jun 30, 26

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

2.77K

Jun 30, 26

+2.77K

0.01%

FIFTH THIRD BANCORP

2.50K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

2.45K

Jun 30, 26

+2.45K

0.01%

Global Retirement Partners, LLC

2.13K

Jun 30, 26

+2.13K

0.01%

Stone House Investment Management, LLC

2.10K

Jun 30, 26

0.01%

MORGAN STANLEY

2.04K

Jun 30, 26

0.01%

Wagner Wealth Management, LLC

2.00K

Jun 30, 26

0.01%

Innovative Asset Advisors Group, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

ASSETMARK, INC

978

Jun 30, 26

+67

0.00%

Regatta Research & Money Management

925

Jun 30, 26

+925

0.00%

PlanVest Financial, Inc

638

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

565

Jun 30, 26

-2.14K

0.00%

Noble Wealth Management PBC

500

Jun 30, 26

-500

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

423

Jun 30, 26

-247

0.00%

BARCLAYS PLC

400

Jun 30, 26

+400

0.00%

Clearstead Advisors, LLC

326

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

319

Jun 30, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

300

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

160

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

150

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

135

Jun 30, 26

+135

0.00%

COUNTRY TRUST BANK

Jun 30, 26

+75

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Jasper Ridge Partners, L.P.

Jun 30, 26

-7.20K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-150

Pathstone Holdings, LLC

Jun 30, 26

-101.96K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-44.49K

PERSONAL CFO SOLUTIONS, LLC

Jun 30, 26

-593.51K

Atlantic Private Wealth, LLC

Jun 30, 26

-9.90K

LeClair Wealth Partners LLC

Jun 30, 26

-126.11K

RED REEF ADVISORS LLC

Jun 30, 26

-2.37K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-499

Mariner, LLC

Jun 30, 26

-9.51K

Global Assets Advisory, LLC

Jun 30, 26

-738

Global Wealth Strategies & Associates

Jun 30, 26

-1.68K

CWM, LLC

235.72K

Mar 31, 26

-38.53K

0.94%

Talon Private Wealth, LLC

134.80K

Mar 31, 26

+134.80K

0.54%

U.S. Capital Wealth Advisors, LLC

33.49K

Mar 31, 26

+1.42K

0.13%

Sunbelt Securities, Inc.

10.65K

Mar 31, 26

+10.26K

0.04%

Catalina Capital Group, LLC

10.57K

Mar 31, 26

0.04%

Anfield Capital Management, LLC

304

Mar 31, 26

0.00%

Motiv8 Investments LLC

123.71K

Dec 31, 25

-39.74K

0.49%

Schulz Wealth, LTD.

17.29K

Dec 31, 25

-2.46K

0.07%

COMERICA BANK

2.50K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

319

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

-1.00K

Stuart Chaussee & Associates, Inc.

42.53K

Sep 30, 25

-4.09K

0.17%

Atria Wealth Solutions, Inc.

30.89K

Jun 30, 25

-5.84K

0.12%

AVANTAX ADVISORY SERVICES, INC.

25.88K

Jun 30, 25

-115

0.10%

Smith Anglin Financial, LLC

20.12K

Jun 30, 25

0.08%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

9.53K

Jun 30, 25

+9.53K

0.04%

Orion Portfolio Solutions, LLC

103.39K

Mar 31, 25

+73.26K

0.41%

Sugarloaf Wealth Management, LLC

39.23K

Dec 31, 24

-2.00K

0.16%

Riggs Capital Management LLC

5.75K

Dec 31, 24

+5.75K

0.02%

Raymond James Financial Services Advisors, Inc.

590.40K

Sep 30, 24

-122.29K

2.35%

RAYMOND JAMES & ASSOCIATES

56.24K

Sep 30, 24

-1.83K

0.22%

Alera Investment Advisors, LLC

36.91K

Sep 30, 24

-3.69K

0.15%

Pillar Wealth Advisors, LLC

Sep 30, 24

-7.60K

BENJAMIN F. EDWARDS & COMPANY, INC.

128.23K

Jun 30, 24

+2.46K

0.51%

Cetera Advisor Networks LLC

420.64K

Mar 31, 24

+122.37K

1.67%

Strategic Wealth Partners Group LLC

322.31K

Mar 31, 24

+6.62K

1.28%

InterOcean Capital Group, LLC

234.34K

Mar 31, 24

+216.57K

0.93%

Cetera Advisors LLC

90.32K

Mar 31, 24

+51.76K

0.36%

FOCUS FINANCIAL NETWORK INC /ADV

29.53K

Dec 31, 23

+29.53K

0.12%

BEDEL FINANCIAL CONSULTING INC

22.95K

Sep 30, 23

+22.95K

0.09%

Truadvice, LLC

8.16K

Sep 30, 23

0.03%

Sutton Wealth Advisors Inc.

6.87K

Sep 30, 23

0.03%

Relaxing Retirement Coach

9.92K

Jun 30, 23

0.04%

Cardinal Point Wealth Management Partners, LLC

15.94K

Mar 31, 23

0.06%

TRUSTCORE FINANCIAL SERVICES, LLC

10.79K

Dec 31, 22

+9.99K

0.04%

Round Table Services, LLC

25.73K

Sep 30, 22

0.10%

American Portfolios Advisors

3.69K

Sep 30, 22

+3.69K

0.01%

Covington Capital Management

2.50K

Sep 30, 22

-750

0.01%

Strategic Asset Management, LLC

626

Sep 30, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

194.63K

Mar 31, 22

+10.27K

0.77%

NEXT Financial Group, Inc

Dec 31, 21

-22.20K

INVESTMENT SECURITY GROUP INC /CO/ /ADV

27.51K

Sep 30, 21

0.11%

Hoover Financial Advisors, Inc.

31.68K

Jun 30, 21

0.13%

Stearns Financial Services Group

28.64K

Sep 30, 20

+26.48K

0.11%

Partnervest Advisory Services LLC

14.31K

Sep 30, 20

0.06%

ACCURATE INVESTMENT SOLUTIONS, INC.

12.02K

Mar 31, 20

+12.02K

0.05%

Advisor Group, Inc.

491.12K

Dec 31, 19

-26.18K

1.95%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.64K

Dec 31, 19

+2.64K

0.01%