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

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

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$49.14—

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PJAN(PJAN)

PJAN

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

Institutional Ownership

Top 314 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.72M	Mar 31, 26	-154.47K	14.80%
Steward Partners Investment Advisory, LLC	2.27M	Mar 31, 26	+645.23K	9.03%
Penserra Capital Management LLC	1.41M	Mar 31, 26	+79.78K	5.61%
ADVISOR GROUP HOLDINGS, INC.	1.31M	Mar 31, 26	+429.33K	5.23%
Brookstone Capital Management	758.89K	Mar 31, 26	+637.05K	3.02%
LPL Financial LLC	747.55K	Mar 31, 26	-86.84K	2.98%
Allworth Financial LP	628.93K	Mar 31, 26	+628.93K	2.50%
BLAIR WILLIAM & CO/IL	625.51K	Mar 31, 26	+228.34K	2.49%
COMMONWEALTH EQUITY SERVICES, LLC	622.15K	Mar 31, 26	+75.72K	2.48%
PERSONAL CFO SOLUTIONS, LLC	593.51K	Mar 31, 26	+593.51K	2.36%
MML INVESTORS SERVICES, LLC	584.92K	Mar 31, 26	+190.09K	2.33%
Mutual Advisors, LLC	577.52K	Mar 31, 26	+158.01K	2.30%
RAYMOND JAMES FINANCIAL INC	519.35K	Mar 31, 26	+81.04K	2.07%
Colony Group, LLC	490.13K	Mar 31, 26	-9.70K	1.95%
ENVESTNET ASSET MANAGEMENT INC	484.50K	Mar 31, 26	+147.72K	1.93%
Southland Equity Partners LLC	384.17K	Mar 31, 26	-21.55K	1.53%
Compass Advisory Group LLC	370.57K	Mar 31, 26	+302.29K	1.48%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	320.90K	Mar 31, 26	+211.67K	1.28%
US BANCORP \DE\	320.13K	Mar 31, 26	+317.98K	1.27%
Cetera Investment Advisers	317.96K	Mar 31, 26	+42.91K	1.27%
Bellwether Advisors, LLC	282.40K	Mar 31, 26	-10.22K	1.12%
Beacon Pointe Advisors, LLC	262.14K	Mar 31, 26	+101.40K	1.04%
Janney Montgomery Scott LLC	243.58K	Mar 31, 26	+15.40K	0.97%
CWM, LLC	235.72K	Mar 31, 26	-38.53K	0.94%
Ascent Wealth Partners, LLC	234.84K	Mar 31, 26	-330	0.93%
BENJAMIN EDWARDS INC	200.11K	Mar 31, 26	+64.50K	0.80%
Brinker Capital Investments, LLC	198.14K	Mar 31, 26	-15.09K	0.79%
Kestra Advisory Services, LLC	194.55K	Mar 31, 26	+59.21K	0.77%
AA Financial Advisors, LLC	177.19K	Mar 31, 26	-4.20K	0.71%
WEST MICHIGAN ADVISORS, LLC	171.04K	Mar 31, 26	+171.04K	0.68%
HighTower Advisors, LLC	151.65K	Mar 31, 26	+19.91K	0.60%
Cresset Asset Management, LLC	148.67K	Mar 31, 26	+42.57K	0.59%
CoreCap Advisors, LLC	146.76K	Mar 31, 26	+2.96K	0.58%
Range Financial Group LLC	143.81K	Mar 31, 26	-2.63K	0.57%
MAI Capital Management	140.63K	Mar 31, 26	+77.91K	0.56%
Cambridge Investment Research Advisors, Inc.	139.36K	Mar 31, 26	+1.42K	0.55%
Horizon Investments, LLC	138.59K	Mar 31, 26	+79.64K	0.55%
Triad Wealth Partners, LLC	137.14K	Mar 31, 26	+28.08K	0.55%
Talon Private Wealth, LLC	134.80K	Mar 31, 26	+134.80K	0.54%
LeClair Wealth Partners LLC	126.11K	Mar 31, 26	+126.11K	0.50%
BCGM Wealth Management, LLC	122.47K	Mar 31, 26	--	0.49%
GILL CAPITAL PARTNERS, LLC	119.89K	Mar 31, 26	+8.63K	0.48%
FORVIS Wealth Advisors, LLC	116.12K	Mar 31, 26	-26.89K	0.46%
PRINCIPAL SECURITIES, INC.	115.68K	Mar 31, 26	+44.08K	0.46%
Signal Advisors Wealth, LLC	110.95K	Mar 31, 26	+23.42K	0.44%
IFP Advisors, Inc	106.52K	Mar 31, 26	+7.15K	0.42%
JDM Financial Group LLC	104.06K	Mar 31, 26	--	0.41%
Long Island Wealth Management, Inc.	103.87K	Mar 31, 26	-290.43K	0.41%
TRUIST FINANCIAL CORP	102.81K	Mar 31, 26	-2.44K	0.41%
Pathstone Holdings, LLC	101.96K	Mar 31, 26	+101.96K	0.41%
Resources Investment Advisors, LLC.	88.36K	Mar 31, 26	+7.24K	0.35%
Apollon Wealth Management, LLC	86.93K	Mar 31, 26	+49.98K	0.35%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	85.15K	Mar 31, 26	+4.49K	0.34%
Patriot Financial Group Insurance Agency, LLC	81.89K	Mar 31, 26	+46.73K	0.33%
Crown Wealth Group, LLC	76.46K	Mar 31, 26	+5.56K	0.30%
CRA Financial Services, LLC	75.61K	Mar 31, 26	+3.71K	0.30%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	75.17K	Mar 31, 26	+75.17K	0.30%
CreativeOne Wealth, LLC	70.49K	Mar 31, 26	+9.90K	0.28%
FOUNDERS FINANCIAL SECURITIES LLC	70.24K	Mar 31, 26	+11.19K	0.28%
Cerity Partners LLC	68.85K	Mar 31, 26	+52.09K	0.27%
Diligent Investors, LLC	66.29K	Mar 31, 26	+188	0.26%
HBW Advisory Services LLC	65.51K	Mar 31, 26	+10.32K	0.26%
Pallas Capital Advisors LLC	60.68K	Mar 31, 26	-5.63K	0.24%
Wealth Alliance	59.85K	Mar 31, 26	-11.65K	0.24%
EVERMAY WEALTH MANAGEMENT LLC	58.29K	Mar 31, 26	-245	0.23%
Pensionmark Financial Group, LLC	54.61K	Mar 31, 26	+7.82K	0.22%
WealthPlan Investment Management, LLC	53.14K	Mar 31, 26	-310	0.21%
CORRADO ADVISORS, LLC	51.09K	Mar 31, 26	-895	0.20%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	51.01K	Mar 31, 26	+120	0.20%
CENTAURUS FINANCIAL, INC.	49.95K	Mar 31, 26	+12.45K	0.20%
CITY HOLDING CO	46.37K	Mar 31, 26	-13.35K	0.18%
Nikulski Financial, Inc.	45.40K	Mar 31, 26	+3.48K	0.18%
INDEPENDENT FINANCIAL GROUP, LLC	45.10K	Mar 31, 26	--	0.18%
FSA Advisors, Inc.	45.06K	Mar 31, 26	-1.52K	0.18%
AE Wealth Management LLC	44.94K	Mar 31, 26	-1.78K	0.18%
KMG FIDUCIARY PARTNERS, LLC	44.49K	Mar 31, 26	+585	0.18%
JPMORGAN CHASE & CO	43.89K	Mar 31, 26	-1.66K	0.17%
JANE STREET GROUP, LLC	42.69K	Mar 31, 26	+42.69K	0.17%
Advisory Services Network, LLC	42.52K	Mar 31, 26	+1.72K	0.17%
Lido Advisors, LLC	42.35K	Mar 31, 26	--	0.17%
NewEdge Advisors, LLC	41.29K	Mar 31, 26	+8.75K	0.16%
Atria Investments, Inc	41.02K	Mar 31, 26	+1.00K	0.16%
Koshinski Asset Management, Inc.	40.26K	Mar 31, 26	+18.31K	0.16%
AdvisorNet Financial, Inc	40.06K	Mar 31, 26	--	0.16%
Merit Financial Group, LLC	39.60K	Mar 31, 26	+2.08K	0.16%
Gladstone Institutional Advisory LLC	38.13K	Mar 31, 26	+7.56K	0.15%
RED CRANE WEALTH MANAGEMENT, LLC	38.11K	Mar 31, 26	+778	0.15%
Trek Financial, LLC	37.28K	Mar 31, 26	-5.32K	0.15%
Orion Capital Management LLC	36.93K	Mar 31, 26	+159	0.15%
Jessup Wealth Management, Inc	36.24K	Mar 31, 26	+388	0.14%
Arkadios Wealth Advisors	35.23K	Mar 31, 26	+24.30K	0.14%
Lineweaver Wealth Advisors, LLC	34.68K	Mar 31, 26	+7.96K	0.14%
RFG Advisory, LLC	33.95K	Mar 31, 26	-57	0.14%
KFG WEALTH MANAGEMENT, LLC	33.85K	Mar 31, 26	+4.33K	0.13%
Farther Finance Advisors, LLC	33.69K	Mar 31, 26	+24	0.13%
U.S. Capital Wealth Advisors, LLC	33.49K	Mar 31, 26	+1.42K	0.13%
CAPTRUST FINANCIAL ADVISORS	33.17K	Mar 31, 26	+1.20K	0.13%
BigSur Wealth Management LLC	32.50K	Mar 31, 26	+32.50K	0.13%
Castle Rock Wealth Management, LLC	31.71K	Mar 31, 26	--	0.13%
Weaver Capital Management LLC	31.57K	Mar 31, 26	-1.60K	0.13%
Continuum Advisory, LLC	31.46K	Mar 31, 26	-422	0.13%
Weaver Consulting Group	30.55K	Mar 31, 26	+5.49K	0.12%
DAVENPORT & Co LLC	29.91K	Mar 31, 26	+29.91K	0.12%
Capital Analysts, LLC	29.28K	Mar 31, 26	+28.87K	0.12%
First City Capital Management, Inc.	28.82K	Mar 31, 26	--	0.11%
YARGER WEALTH STRATEGIES, LLC	28.59K	Mar 31, 26	+16.08K	0.11%
Tradition Wealth Management, LLC	28.25K	Mar 31, 26	+7.34K	0.11%
AQR CAPITAL MANAGEMENT LLC	28.13K	Mar 31, 26	--	0.11%
Lakeridge Wealth Management LLC	28.02K	Mar 31, 26	+3.45K	0.11%
BCS Wealth Management	26.78K	Mar 31, 26	-27.08K	0.11%
Chris Bulman Inc	26.01K	Mar 31, 26	+7.45K	0.10%
Creative Planning	25.80K	Mar 31, 26	+25.80K	0.10%
SCS Capital Management LLC	25.47K	Mar 31, 26	--	0.10%
SILVER OAK SECURITIES, INCORPORATED	23.71K	Mar 31, 26	+3.19K	0.09%
Capital Square, LLC	22.79K	Mar 31, 26	+22.79K	0.09%
Clay Northam Wealth Management, LLC	22.53K	Mar 31, 26	--	0.09%
Dakota Wealth Management	22.24K	Mar 31, 26	+22.24K	0.09%
Foundations Investment Advisors, LLC	21.54K	Mar 31, 26	+9.43K	0.09%
Bedel Financial Consulting, Inc.	21.23K	Mar 31, 26	+780	0.08%
Bernard Wealth Management Corp.	20.97K	Mar 31, 26	-715	0.08%
Valtinson Bruner Financial Planning LLC	20.42K	Mar 31, 26	--	0.08%
Valmark Advisers, Inc.	20.06K	Mar 31, 26	-2.69K	0.08%
WealthPLAN Partners, LLC	19.50K	Mar 31, 26	+1.73K	0.08%
Vantage Point Financial LLC	19.43K	Mar 31, 26	+7.09K	0.08%
Soltis Investment Advisors LLC	19.23K	Mar 31, 26	+1.30K	0.08%
JT Stratford LLC	19.18K	Mar 31, 26	+19.18K	0.08%
RETIREMENT INCOME SOLUTIONS, INC	19.18K	Mar 31, 26	-2.23K	0.08%
Focus Financial Network, Inc.	19.06K	Mar 31, 26	-424	0.08%
GWN SECURITIES INC.	18.81K	Mar 31, 26	+8.54K	0.07%
Firestone Capital Management	18.31K	Mar 31, 26	-175	0.07%
Stratos Wealth Advisors, LLC	17.66K	Mar 31, 26	--	0.07%
Ambassador Advisors, LLC	17.18K	Mar 31, 26	+4.78K	0.07%
Cyndeo Wealth Partners, LLC	16.95K	Mar 31, 26	+16.95K	0.07%
HARBOUR INVESTMENTS, INC.	16.94K	Mar 31, 26	-2.19K	0.07%
Keystone Wealth Services, LLC	16.82K	Mar 31, 26	+16.82K	0.07%
DHJJ Financial Advisors, Ltd.	16.32K	Mar 31, 26	+426	0.06%
Encompass More Asset Management	16.15K	Mar 31, 26	-28.80K	0.06%
City Center Advisors, LLC	16.11K	Mar 31, 26	+96	0.06%
Chicago Partners Investment Group LLC	15.51K	Mar 31, 26	+1.29K	0.06%
Ameritas Advisory Services, LLC	15.08K	Mar 31, 26	+6.56K	0.06%
Sterling Financial Planning, Inc.	14.96K	Mar 31, 26	+30	0.06%
Core Wealth Advisors, Inc.	14.73K	Mar 31, 26	+2.25K	0.06%
Spire Wealth Management	14.59K	Mar 31, 26	--	0.06%
Phoenix Holdings Ltd.	14.55K	Mar 31, 26	+330	0.06%
Parkside Investments, LLC	14.47K	Mar 31, 26	+2.60K	0.06%
Per Stirling Capital Management, LLC.	14.43K	Mar 31, 26	-78	0.06%
Helium Advisors LLC	14.33K	Mar 31, 26	+14.33K	0.06%
Blue Sky Capital Consultants Group, Inc.	14.32K	Mar 31, 26	+14.32K	0.06%
Integrated Wealth Concepts LLC	14.12K	Mar 31, 26	-91.21K	0.06%
ARS Wealth Advisors Group, LLC	14.05K	Mar 31, 26	+1.06K	0.06%
Marshall Financial Group LLC	14.04K	Mar 31, 26	--	0.06%
PTM WEALTH MANAGEMENT, LLC	13.59K	Mar 31, 26	-10.79K	0.05%
MMA ASSET MANAGEMENT LLC	13.48K	Mar 31, 26	+8.09K	0.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	13.23K	Mar 31, 26	+13.23K	0.05%
Global Strategic Investment Solutions, LLC	12.97K	Mar 31, 26	-1.20K	0.05%
Insight Wealth Partners, LLC	12.87K	Mar 31, 26	+12.87K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	12.75K	Mar 31, 26	--	0.05%
Snowden Capital Advisors LLC	12.72K	Mar 31, 26	+4.22K	0.05%
ATTICUS WEALTH MANAGEMENT, LLC	12.63K	Mar 31, 26	-715	0.05%
Wood Tarver Financial Group, LLC	12.53K	Mar 31, 26	+766	0.05%
Concurrent Investment Advisors, LLC	12.24K	Mar 31, 26	+4.27K	0.05%
MGO ONE SEVEN LLC	12.14K	Mar 31, 26	-289	0.05%
Pinnacle Wealth Management Group, Inc.	12.09K	Mar 31, 26	+950	0.05%
Galvin, Gaustad & Stein, LLC	11.96K	Mar 31, 26	-656	0.05%
Kathmere Capital Management, LLC	11.87K	Mar 31, 26	--	0.05%
New Republic Capital, LLC	11.63K	Mar 31, 26	--	0.05%
NewEdge Wealth, LLC	11.35K	Mar 31, 26	+11.35K	0.05%
Straight Path Wealth Management	11.30K	Mar 31, 26	+1.51K	0.04%
Outlook Wealth Advisors, LLC	11.04K	Mar 31, 26	+2.61K	0.04%
Elmwood Wealth Management, Inc.	11.02K	Mar 31, 26	-75.32K	0.04%
Sequoia Financial Advisors, LLC	10.98K	Mar 31, 26	--	0.04%
Ashton Thomas Private Wealth, LLC	10.80K	Mar 31, 26	+31	0.04%
Sunbelt Securities, Inc.	10.65K	Mar 31, 26	+10.26K	0.04%
Rockefeller Capital Management L.P.	10.63K	Mar 31, 26	+6.74K	0.04%
Catalina Capital Group, LLC	10.57K	Mar 31, 26	--	0.04%
My Personal CFO, LLC	10.00K	Mar 31, 26	-205	0.04%
Delta Investment Management, LLC	9.99K	Mar 31, 26	--	0.04%
Atlantic Private Wealth, LLC	9.90K	Mar 31, 26	+9.90K	0.04%
Cambridge Advisors Inc.	9.87K	Mar 31, 26	-5	0.04%
Beacon Financial Advisory LLC	9.82K	Mar 31, 26	+61	0.04%
Mariner, LLC	9.51K	Mar 31, 26	+350	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.43K	Mar 31, 26	+150	0.04%
SRS Capital Advisors, Inc.	9.07K	Mar 31, 26	+1.20K	0.04%
WPWealth LLP	9.04K	Mar 31, 26	-1.75K	0.04%
Archer Investment Corp	8.87K	Mar 31, 26	+1.87K	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.78K	Mar 31, 26	--	0.03%
Berger Financial Group, Inc	8.62K	Mar 31, 26	+700	0.03%
FIDUCIARY FINANCIAL GROUP, LLC	8.43K	Mar 31, 26	--	0.03%
AlphaStar Capital Management, LLC	8.35K	Mar 31, 26	-5.38K	0.03%
Bison Wealth, LLC	8.20K	Mar 31, 26	-199	0.03%
Cape Investment Advisory, Inc.	8.18K	Mar 31, 26	+350	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	7.84K	Mar 31, 26	+7.84K	0.03%
Allegiance Financial Group Advisory Services LLC	7.78K	Mar 31, 26	--	0.03%
Advisor OS, LLC	7.71K	Mar 31, 26	+7.71K	0.03%
Dynamic Advisor Solutions LLC	7.70K	Mar 31, 26	+7.70K	0.03%
Cypress Wealth Services, LLC	7.49K	Mar 31, 26	+7.49K	0.03%
SAGESPRING WEALTH PARTNERS, LLC	7.39K	Mar 31, 26	+981	0.03%
Sigma Planning Corp	7.31K	Mar 31, 26	-765	0.03%
Cornerstone Wealth Group, LLC	7.21K	Mar 31, 26	--	0.03%
Jasper Ridge Partners, L.P.	7.20K	Mar 31, 26	+7.20K	0.03%
MBL Wealth, LLC	6.90K	Mar 31, 26	+300	0.03%
Frisch Financial Group, Inc.	6.86K	Mar 31, 26	+6.86K	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6.82K	Mar 31, 26	--	0.03%
Ausdal Financial Partners, Inc.	6.56K	Mar 31, 26	+181	0.03%
Belpointe Asset Management LLC	6.51K	Mar 31, 26	-286	0.03%
WorthPointe, LLC	6.29K	Mar 31, 26	-45.82K	0.03%
INSIGNEO ADVISORY SERVICES, LLC	6.26K	Mar 31, 26	-4	0.02%
Krilogy Financial LLC	6.01K	Mar 31, 26	--	0.02%
HOHIMER WEALTH MANAGEMENT, LLC	5.97K	Mar 31, 26	+5.97K	0.02%
Compass Ion Advisors, LLC	5.93K	Mar 31, 26	--	0.02%
Inspire Advisors, LLC	5.87K	Mar 31, 26	+5.87K	0.02%
Madison Wealth Partners, Inc	5.71K	Mar 31, 26	--	0.02%
Sovereign Financial Group, Inc.	5.70K	Mar 31, 26	--	0.02%
Sequent Planning LLC	5.69K	Mar 31, 26	-24	0.02%
BAILARD, INC.	5.65K	Mar 31, 26	--	0.02%
BROWN BROTHERS HARRIMAN & CO	5.50K	Mar 31, 26	--	0.02%
DRIVE WEALTH MANAGEMENT, LLC	5.48K	Mar 31, 26	-32	0.02%
Private Advisor Group, LLC	5.41K	Mar 31, 26	+957	0.02%
Three Seasons Wealth, LLC	5.40K	Mar 31, 26	--	0.02%
Goldstein Advisors, LLC	5.25K	Mar 31, 26	+887	0.02%
Maia Wealth LLC	5.25K	Mar 31, 26	-685	0.02%
OLD MISSION CAPITAL LLC	5.12K	Mar 31, 26	+5.12K	0.02%
Fragasso Group Inc.	5.08K	Mar 31, 26	+55	0.02%
INTEGRAL INVESTMENT ADVISORS, INC.	4.91K	Mar 31, 26	--	0.02%
MONEY CONCEPTS CAPITAL CORP	4.90K	Mar 31, 26	--	0.02%
IHT Wealth Management, LLC	4.76K	Mar 31, 26	--	0.02%
Advyzon Investment Management, LLC	4.69K	Mar 31, 26	-390	0.02%
Strategic Blueprint, LLC	4.62K	Mar 31, 26	-146	0.02%
EverSource Wealth Advisors, LLC	4.59K	Mar 31, 26	--	0.02%
CALTON & ASSOCIATES, INC.	4.48K	Mar 31, 26	+217	0.02%
Betterment LLC	4.39K	Mar 31, 26	+4.39K	0.02%
Financial Network Wealth Advisors LLC	4.26K	Mar 31, 26	+68	0.02%
Quest 10 Wealth Builders, Inc.	3.67K	Mar 31, 26	-636	0.01%
Evergreen Private Wealth LLC	3.55K	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	3.42K	Mar 31, 26	--	0.01%
PFS Partners, LLC	2.87K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	2.71K	Mar 31, 26	+2.14K	0.01%
FIFTH THIRD BANCORP	2.50K	Mar 31, 26	+2.50K	0.01%
Stone House Investment Management, LLC	2.10K	Mar 31, 26	+2.10K	0.01%
MORGAN STANLEY	2.04K	Mar 31, 26	+112	0.01%
Wagner Wealth Management, LLC	2.00K	Mar 31, 26	--	0.01%
Global Wealth Strategies & Associates	1.68K	Mar 31, 26	-710	0.01%
Noble Wealth Management PBC	1.00K	Mar 31, 26	+1.00K	0.00%
ASSETMARK, INC	911	Mar 31, 26	+51	0.00%
Global Assets Advisory, LLC	738	Mar 31, 26	+738	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	670	Mar 31, 26	-16.25K	0.00%
WELLS FARGO & COMPANY/MN	499	Mar 31, 26	+499	0.00%
Clearstead Advisors, LLC	326	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	319	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	304	Mar 31, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	300	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	160	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	150	Mar 31, 26	+150	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	150	Mar 31, 26	+150	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	Mar 31, 26	--	0.00%
RPS ADVISORY SOLUTIONS LLC	--	Mar 31, 26	-49.42K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-7.39K	--
Collaborative Wealth Managment Inc.	--	Mar 31, 26	-5.77K	--
Ascent Group, LLC	--	Mar 31, 26	-4.61K	--
Berkshire Money Management, Inc.	--	Mar 31, 26	-8.20K	--
STEPHENS INC /AR/	--	Mar 31, 26	-12.53K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-5.58K	--
Parallel Advisors, LLC	--	Mar 31, 26	-1.39K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-214	--
Stirlingshire Investments, Inc.	--	Mar 31, 26	-4.80K	--
Waterloo Capital, L.P.	--	Mar 31, 26	-4.30K	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-252	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-7.30K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-2.35K	--
Motiv8 Investments LLC	123.71K	Dec 31, 25	-39.74K	0.49%
Schulz Wealth, LTD.	17.29K	Dec 31, 25	-2.46K	0.07%
Main Street Financial Solutions, LLC	14.10K	Dec 31, 25	--	0.06%
COMERICA BANK	2.50K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	2.13K	Dec 31, 25	+2.13K	0.01%
SageView Advisory Group, LLC	385	Dec 31, 25	+385	0.00%
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.

3.72M

Mar 31, 26

-154.47K

14.80%

Steward Partners Investment Advisory, LLC

2.27M

Mar 31, 26

+645.23K

9.03%

Penserra Capital Management LLC

1.41M

Mar 31, 26

+79.78K

5.61%

ADVISOR GROUP HOLDINGS, INC.

1.31M

Mar 31, 26

+429.33K

5.23%

Brookstone Capital Management

758.89K

Mar 31, 26

+637.05K

3.02%

LPL Financial LLC

747.55K

Mar 31, 26

-86.84K

2.98%

Allworth Financial LP

628.93K

Mar 31, 26

+628.93K

2.50%

BLAIR WILLIAM & CO/IL

625.51K

Mar 31, 26

+228.34K

2.49%

COMMONWEALTH EQUITY SERVICES, LLC

622.15K

Mar 31, 26

+75.72K

2.48%

PERSONAL CFO SOLUTIONS, LLC

593.51K

Mar 31, 26

+593.51K

2.36%

MML INVESTORS SERVICES, LLC

584.92K

Mar 31, 26

+190.09K

2.33%

Mutual Advisors, LLC

577.52K

Mar 31, 26

+158.01K

2.30%

RAYMOND JAMES FINANCIAL INC

519.35K

Mar 31, 26

+81.04K

2.07%

Colony Group, LLC

490.13K

Mar 31, 26

-9.70K

1.95%

ENVESTNET ASSET MANAGEMENT INC

484.50K

Mar 31, 26

+147.72K

1.93%

Southland Equity Partners LLC

384.17K

Mar 31, 26

-21.55K

1.53%

Compass Advisory Group LLC

370.57K

Mar 31, 26

+302.29K

1.48%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

320.90K

Mar 31, 26

+211.67K

1.28%

US BANCORP \DE\

320.13K

Mar 31, 26

+317.98K

1.27%

Cetera Investment Advisers

317.96K

Mar 31, 26

+42.91K

1.27%

Bellwether Advisors, LLC

282.40K

Mar 31, 26

-10.22K

1.12%

Beacon Pointe Advisors, LLC

262.14K

Mar 31, 26

+101.40K

1.04%

Janney Montgomery Scott LLC

243.58K

Mar 31, 26

+15.40K

0.97%

CWM, LLC

235.72K

Mar 31, 26

-38.53K

0.94%

Ascent Wealth Partners, LLC

234.84K

Mar 31, 26

-330

0.93%

BENJAMIN EDWARDS INC

200.11K

Mar 31, 26

+64.50K

0.80%

Brinker Capital Investments, LLC

198.14K

Mar 31, 26

-15.09K

0.79%

Kestra Advisory Services, LLC

194.55K

Mar 31, 26

+59.21K

0.77%

AA Financial Advisors, LLC

177.19K

Mar 31, 26

-4.20K

0.71%

WEST MICHIGAN ADVISORS, LLC

171.04K

Mar 31, 26

+171.04K

0.68%

HighTower Advisors, LLC

151.65K

Mar 31, 26

+19.91K

0.60%

Cresset Asset Management, LLC

148.67K

Mar 31, 26

+42.57K

0.59%

CoreCap Advisors, LLC

146.76K

Mar 31, 26

+2.96K

0.58%

Range Financial Group LLC

143.81K

Mar 31, 26

-2.63K

0.57%

MAI Capital Management

140.63K

Mar 31, 26

+77.91K

0.56%

Cambridge Investment Research Advisors, Inc.

139.36K

Mar 31, 26

+1.42K

0.55%

Horizon Investments, LLC

138.59K

Mar 31, 26

+79.64K

0.55%

Triad Wealth Partners, LLC

137.14K

Mar 31, 26

+28.08K

0.55%

Talon Private Wealth, LLC

134.80K

Mar 31, 26

+134.80K

0.54%

LeClair Wealth Partners LLC

126.11K

Mar 31, 26

+126.11K

0.50%

BCGM Wealth Management, LLC

122.47K

Mar 31, 26

0.49%

GILL CAPITAL PARTNERS, LLC

119.89K

Mar 31, 26

+8.63K

0.48%

FORVIS Wealth Advisors, LLC

116.12K

Mar 31, 26

-26.89K

0.46%

PRINCIPAL SECURITIES, INC.

115.68K

Mar 31, 26

+44.08K

0.46%

Signal Advisors Wealth, LLC

110.95K

Mar 31, 26

+23.42K

0.44%

IFP Advisors, Inc

106.52K

Mar 31, 26

+7.15K

0.42%

JDM Financial Group LLC

104.06K

Mar 31, 26

0.41%

Long Island Wealth Management, Inc.

103.87K

Mar 31, 26

-290.43K

0.41%

TRUIST FINANCIAL CORP

102.81K

Mar 31, 26

-2.44K

0.41%

Pathstone Holdings, LLC

101.96K

Mar 31, 26

+101.96K

0.41%

Resources Investment Advisors, LLC.

88.36K

Mar 31, 26

+7.24K

0.35%

Apollon Wealth Management, LLC

86.93K

Mar 31, 26

+49.98K

0.35%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

85.15K

Mar 31, 26

+4.49K

0.34%

Patriot Financial Group Insurance Agency, LLC

81.89K

Mar 31, 26

+46.73K

0.33%

Crown Wealth Group, LLC

76.46K

Mar 31, 26

+5.56K

0.30%

CRA Financial Services, LLC

75.61K

Mar 31, 26

+3.71K

0.30%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

75.17K

Mar 31, 26

+75.17K

0.30%

CreativeOne Wealth, LLC

70.49K

Mar 31, 26

+9.90K

0.28%

FOUNDERS FINANCIAL SECURITIES LLC

70.24K

Mar 31, 26

+11.19K

0.28%

Cerity Partners LLC

68.85K

Mar 31, 26

+52.09K

0.27%

Diligent Investors, LLC

66.29K

Mar 31, 26

+188

0.26%

HBW Advisory Services LLC

65.51K

Mar 31, 26

+10.32K

0.26%

Pallas Capital Advisors LLC

60.68K

Mar 31, 26

-5.63K

0.24%

Wealth Alliance

59.85K

Mar 31, 26

-11.65K

0.24%

EVERMAY WEALTH MANAGEMENT LLC

58.29K

Mar 31, 26

-245

0.23%

Pensionmark Financial Group, LLC

54.61K

Mar 31, 26

+7.82K

0.22%

WealthPlan Investment Management, LLC

53.14K

Mar 31, 26

-310

0.21%

CORRADO ADVISORS, LLC

51.09K

Mar 31, 26

-895

0.20%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

51.01K

Mar 31, 26

+120

0.20%

CENTAURUS FINANCIAL, INC.

49.95K

Mar 31, 26

+12.45K

0.20%

CITY HOLDING CO

46.37K

Mar 31, 26

-13.35K

0.18%

Nikulski Financial, Inc.

45.40K

Mar 31, 26

+3.48K

0.18%

INDEPENDENT FINANCIAL GROUP, LLC

45.10K

Mar 31, 26

0.18%

FSA Advisors, Inc.

45.06K

Mar 31, 26

-1.52K

0.18%

AE Wealth Management LLC

44.94K

Mar 31, 26

-1.78K

0.18%

KMG FIDUCIARY PARTNERS, LLC

44.49K

Mar 31, 26

+585

0.18%

JPMORGAN CHASE & CO

43.89K

Mar 31, 26

-1.66K

0.17%

JANE STREET GROUP, LLC

42.69K

Mar 31, 26

+42.69K

0.17%

Advisory Services Network, LLC

42.52K

Mar 31, 26

+1.72K

0.17%

Lido Advisors, LLC

42.35K

Mar 31, 26

0.17%

NewEdge Advisors, LLC

41.29K

Mar 31, 26

+8.75K

0.16%

Atria Investments, Inc

41.02K

Mar 31, 26

+1.00K

0.16%

Koshinski Asset Management, Inc.

40.26K

Mar 31, 26

+18.31K

0.16%

AdvisorNet Financial, Inc

40.06K

Mar 31, 26

0.16%

Merit Financial Group, LLC

39.60K

Mar 31, 26

+2.08K

0.16%

Gladstone Institutional Advisory LLC

38.13K

Mar 31, 26

+7.56K

0.15%

RED CRANE WEALTH MANAGEMENT, LLC

38.11K

Mar 31, 26

+778

0.15%

Trek Financial, LLC

37.28K

Mar 31, 26

-5.32K

0.15%

Orion Capital Management LLC

36.93K

Mar 31, 26

+159

0.15%

Jessup Wealth Management, Inc

36.24K

Mar 31, 26

+388

0.14%

Arkadios Wealth Advisors

35.23K

Mar 31, 26

+24.30K

0.14%

Lineweaver Wealth Advisors, LLC

34.68K

Mar 31, 26

+7.96K

0.14%

RFG Advisory, LLC

33.95K

Mar 31, 26

-57

0.14%

KFG WEALTH MANAGEMENT, LLC

33.85K

Mar 31, 26

+4.33K

0.13%

Farther Finance Advisors, LLC

33.69K

Mar 31, 26

+24

0.13%

U.S. Capital Wealth Advisors, LLC

33.49K

Mar 31, 26

+1.42K

0.13%

CAPTRUST FINANCIAL ADVISORS

33.17K

Mar 31, 26

+1.20K

0.13%

BigSur Wealth Management LLC

32.50K

Mar 31, 26

+32.50K

0.13%

Castle Rock Wealth Management, LLC

31.71K

Mar 31, 26

0.13%

Weaver Capital Management LLC

31.57K

Mar 31, 26

-1.60K

0.13%

Continuum Advisory, LLC

31.46K

Mar 31, 26

-422

0.13%

Weaver Consulting Group

30.55K

Mar 31, 26

+5.49K

0.12%

DAVENPORT & Co LLC

29.91K

Mar 31, 26

+29.91K

0.12%

Capital Analysts, LLC

29.28K

Mar 31, 26

+28.87K

0.12%

First City Capital Management, Inc.

28.82K

Mar 31, 26

0.11%

YARGER WEALTH STRATEGIES, LLC

28.59K

Mar 31, 26

+16.08K

0.11%

Tradition Wealth Management, LLC

28.25K

Mar 31, 26

+7.34K

0.11%

AQR CAPITAL MANAGEMENT LLC

28.13K

Mar 31, 26

0.11%

Lakeridge Wealth Management LLC

28.02K

Mar 31, 26

+3.45K

0.11%

BCS Wealth Management

26.78K

Mar 31, 26

-27.08K

0.11%

Chris Bulman Inc

26.01K

Mar 31, 26

+7.45K

0.10%

Creative Planning

25.80K

Mar 31, 26

+25.80K

0.10%

SCS Capital Management LLC

25.47K

Mar 31, 26

0.10%

SILVER OAK SECURITIES, INCORPORATED

23.71K

Mar 31, 26

+3.19K

0.09%

Capital Square, LLC

22.79K

Mar 31, 26

+22.79K

0.09%

Clay Northam Wealth Management, LLC

22.53K

Mar 31, 26

0.09%

Dakota Wealth Management

22.24K

Mar 31, 26

+22.24K

0.09%

Foundations Investment Advisors, LLC

21.54K

Mar 31, 26

+9.43K

0.09%

Bedel Financial Consulting, Inc.

21.23K

Mar 31, 26

+780

0.08%

Bernard Wealth Management Corp.

20.97K

Mar 31, 26

-715

0.08%

Valtinson Bruner Financial Planning LLC

20.42K

Mar 31, 26

0.08%

Valmark Advisers, Inc.

20.06K

Mar 31, 26

-2.69K

0.08%

WealthPLAN Partners, LLC

19.50K

Mar 31, 26

+1.73K

0.08%

Vantage Point Financial LLC

19.43K

Mar 31, 26

+7.09K

0.08%

Soltis Investment Advisors LLC

19.23K

Mar 31, 26

+1.30K

0.08%

JT Stratford LLC

19.18K

Mar 31, 26

+19.18K

0.08%

RETIREMENT INCOME SOLUTIONS, INC

19.18K

Mar 31, 26

-2.23K

0.08%

Focus Financial Network, Inc.

19.06K

Mar 31, 26

-424

0.08%

GWN SECURITIES INC.

18.81K

Mar 31, 26

+8.54K

0.07%

Firestone Capital Management

18.31K

Mar 31, 26

-175

0.07%

Stratos Wealth Advisors, LLC

17.66K

Mar 31, 26

0.07%

Ambassador Advisors, LLC

17.18K

Mar 31, 26

+4.78K

0.07%

Cyndeo Wealth Partners, LLC

16.95K

Mar 31, 26

+16.95K

0.07%

HARBOUR INVESTMENTS, INC.

16.94K

Mar 31, 26

-2.19K

0.07%

Keystone Wealth Services, LLC

16.82K

Mar 31, 26

+16.82K

0.07%

DHJJ Financial Advisors, Ltd.

16.32K

Mar 31, 26

+426

0.06%

Encompass More Asset Management

16.15K

Mar 31, 26

-28.80K

0.06%

City Center Advisors, LLC

16.11K

Mar 31, 26

+96

0.06%

Chicago Partners Investment Group LLC

15.51K

Mar 31, 26

+1.29K

0.06%

Ameritas Advisory Services, LLC

15.08K

Mar 31, 26

+6.56K

0.06%

Sterling Financial Planning, Inc.

14.96K

Mar 31, 26

+30

0.06%

Core Wealth Advisors, Inc.

14.73K

Mar 31, 26

+2.25K

0.06%

Spire Wealth Management

14.59K

Mar 31, 26

0.06%

Phoenix Holdings Ltd.

14.55K

Mar 31, 26

+330

0.06%

Parkside Investments, LLC

14.47K

Mar 31, 26

+2.60K

0.06%

Per Stirling Capital Management, LLC.

14.43K

Mar 31, 26

-78

0.06%

Helium Advisors LLC

14.33K

Mar 31, 26

+14.33K

0.06%

Blue Sky Capital Consultants Group, Inc.

14.32K

Mar 31, 26

+14.32K

0.06%

Integrated Wealth Concepts LLC

14.12K

Mar 31, 26

-91.21K

0.06%

ARS Wealth Advisors Group, LLC

14.05K

Mar 31, 26

+1.06K

0.06%

Marshall Financial Group LLC

14.04K

Mar 31, 26

0.06%

PTM WEALTH MANAGEMENT, LLC

13.59K

Mar 31, 26

-10.79K

0.05%

MMA ASSET MANAGEMENT LLC

13.48K

Mar 31, 26

+8.09K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13.23K

Mar 31, 26

+13.23K

0.05%

Global Strategic Investment Solutions, LLC

12.97K

Mar 31, 26

-1.20K

0.05%

Insight Wealth Partners, LLC

12.87K

Mar 31, 26

+12.87K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

12.75K

Mar 31, 26

0.05%

Snowden Capital Advisors LLC

12.72K

Mar 31, 26

+4.22K

0.05%

ATTICUS WEALTH MANAGEMENT, LLC

12.63K

Mar 31, 26

-715

0.05%

Wood Tarver Financial Group, LLC

12.53K

Mar 31, 26

+766

0.05%

Concurrent Investment Advisors, LLC

12.24K

Mar 31, 26

+4.27K

0.05%

MGO ONE SEVEN LLC

12.14K

Mar 31, 26

-289

0.05%

Pinnacle Wealth Management Group, Inc.

12.09K

Mar 31, 26

+950

0.05%

Galvin, Gaustad & Stein, LLC

11.96K

Mar 31, 26

-656

0.05%

Kathmere Capital Management, LLC

11.87K

Mar 31, 26

0.05%

New Republic Capital, LLC

11.63K

Mar 31, 26

0.05%

NewEdge Wealth, LLC

11.35K

Mar 31, 26

+11.35K

0.05%

Straight Path Wealth Management

11.30K

Mar 31, 26

+1.51K

0.04%

Outlook Wealth Advisors, LLC

11.04K

Mar 31, 26

+2.61K

0.04%

Elmwood Wealth Management, Inc.

11.02K

Mar 31, 26

-75.32K

0.04%

Sequoia Financial Advisors, LLC

10.98K

Mar 31, 26

0.04%

Ashton Thomas Private Wealth, LLC

10.80K

Mar 31, 26

+31

0.04%

Sunbelt Securities, Inc.

10.65K

Mar 31, 26

+10.26K

0.04%

Rockefeller Capital Management L.P.

10.63K

Mar 31, 26

+6.74K

0.04%

Catalina Capital Group, LLC

10.57K

Mar 31, 26

0.04%

My Personal CFO, LLC

10.00K

Mar 31, 26

-205

0.04%

Delta Investment Management, LLC

9.99K

Mar 31, 26

0.04%

Atlantic Private Wealth, LLC

9.90K

Mar 31, 26

+9.90K

0.04%

Cambridge Advisors Inc.

9.87K

Mar 31, 26

-5

0.04%

Beacon Financial Advisory LLC

9.82K

Mar 31, 26

+61

0.04%

Mariner, LLC

9.51K

Mar 31, 26

+350

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.43K

Mar 31, 26

+150

0.04%

SRS Capital Advisors, Inc.

9.07K

Mar 31, 26

+1.20K

0.04%

WPWealth LLP

9.04K

Mar 31, 26

-1.75K

0.04%

Archer Investment Corp

8.87K

Mar 31, 26

+1.87K

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.78K

Mar 31, 26

0.03%

Berger Financial Group, Inc

8.62K

Mar 31, 26

+700

0.03%

FIDUCIARY FINANCIAL GROUP, LLC

8.43K

Mar 31, 26

0.03%

AlphaStar Capital Management, LLC

8.35K

Mar 31, 26

-5.38K

0.03%

Bison Wealth, LLC

8.20K

Mar 31, 26

-199

0.03%

Cape Investment Advisory, Inc.

8.18K

Mar 31, 26

+350

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

7.84K

Mar 31, 26

+7.84K

0.03%

Allegiance Financial Group Advisory Services LLC

7.78K

Mar 31, 26

0.03%

Advisor OS, LLC

7.71K

Mar 31, 26

+7.71K

0.03%

Dynamic Advisor Solutions LLC

7.70K

Mar 31, 26

+7.70K

0.03%

Cypress Wealth Services, LLC

7.49K

Mar 31, 26

+7.49K

0.03%

SAGESPRING WEALTH PARTNERS, LLC

7.39K

Mar 31, 26

+981

0.03%

Sigma Planning Corp

7.31K

Mar 31, 26

-765

0.03%

Cornerstone Wealth Group, LLC

7.21K

Mar 31, 26

0.03%

Jasper Ridge Partners, L.P.

7.20K

Mar 31, 26

+7.20K

0.03%

MBL Wealth, LLC

6.90K

Mar 31, 26

+300

0.03%

Frisch Financial Group, Inc.

6.86K

Mar 31, 26

+6.86K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.82K

Mar 31, 26

0.03%

Ausdal Financial Partners, Inc.

6.56K

Mar 31, 26

+181

0.03%

Belpointe Asset Management LLC

6.51K

Mar 31, 26

-286

0.03%

WorthPointe, LLC

6.29K

Mar 31, 26

-45.82K

0.03%

INSIGNEO ADVISORY SERVICES, LLC

6.26K

Mar 31, 26

-4

0.02%

Krilogy Financial LLC

6.01K

Mar 31, 26

0.02%

HOHIMER WEALTH MANAGEMENT, LLC

5.97K

Mar 31, 26

+5.97K

0.02%

Compass Ion Advisors, LLC

5.93K

Mar 31, 26

0.02%

Inspire Advisors, LLC

5.87K

Mar 31, 26

+5.87K

0.02%

Madison Wealth Partners, Inc

5.71K

Mar 31, 26

0.02%

Sovereign Financial Group, Inc.

5.70K

Mar 31, 26

0.02%

Sequent Planning LLC

5.69K

Mar 31, 26

-24

0.02%

BAILARD, INC.

5.65K

Mar 31, 26

0.02%

BROWN BROTHERS HARRIMAN & CO

5.50K

Mar 31, 26

0.02%

DRIVE WEALTH MANAGEMENT, LLC

5.48K

Mar 31, 26

-32

0.02%

Private Advisor Group, LLC

5.41K

Mar 31, 26

+957

0.02%

Three Seasons Wealth, LLC

5.40K

Mar 31, 26

0.02%

Goldstein Advisors, LLC

5.25K

Mar 31, 26

+887

0.02%

Maia Wealth LLC

5.25K

Mar 31, 26

-685

0.02%

OLD MISSION CAPITAL LLC

5.12K

Mar 31, 26

+5.12K

0.02%

Fragasso Group Inc.

5.08K

Mar 31, 26

+55

0.02%

INTEGRAL INVESTMENT ADVISORS, INC.

4.91K

Mar 31, 26

0.02%

MONEY CONCEPTS CAPITAL CORP

4.90K

Mar 31, 26

0.02%

IHT Wealth Management, LLC

4.76K

Mar 31, 26

0.02%

Advyzon Investment Management, LLC

4.69K

Mar 31, 26

-390

0.02%

Strategic Blueprint, LLC

4.62K

Mar 31, 26

-146

0.02%

EverSource Wealth Advisors, LLC

4.59K

Mar 31, 26

0.02%

CALTON & ASSOCIATES, INC.

4.48K

Mar 31, 26

+217

0.02%

Betterment LLC

4.39K

Mar 31, 26

+4.39K

0.02%

Financial Network Wealth Advisors LLC

4.26K

Mar 31, 26

+68

0.02%

Quest 10 Wealth Builders, Inc.

3.67K

Mar 31, 26

-636

0.01%

Evergreen Private Wealth LLC

3.55K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

3.42K

Mar 31, 26

0.01%

PFS Partners, LLC

2.87K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

2.71K

Mar 31, 26

+2.14K

0.01%

FIFTH THIRD BANCORP

2.50K

Mar 31, 26

+2.50K

0.01%

Stone House Investment Management, LLC

2.10K

Mar 31, 26

+2.10K

0.01%

MORGAN STANLEY

2.04K

Mar 31, 26

+112

0.01%

Wagner Wealth Management, LLC

2.00K

Mar 31, 26

0.01%

Global Wealth Strategies & Associates

1.68K

Mar 31, 26

-710

0.01%

Noble Wealth Management PBC

1.00K

Mar 31, 26

+1.00K

0.00%

ASSETMARK, INC

911

Mar 31, 26

+51

0.00%

Global Assets Advisory, LLC

738

Mar 31, 26

+738

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

670

Mar 31, 26

-16.25K

0.00%

WELLS FARGO & COMPANY/MN

499

Mar 31, 26

+499

0.00%

Clearstead Advisors, LLC

326

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

319

Mar 31, 26

0.00%

Anfield Capital Management, LLC

304

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

300

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

160

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

150

Mar 31, 26

+150

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

150

Mar 31, 26

+150

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

RPS ADVISORY SOLUTIONS LLC

Mar 31, 26

-49.42K

Arete Wealth Advisors, LLC

Mar 31, 26

-7.39K

Collaborative Wealth Managment Inc.

Mar 31, 26

-5.77K

Ascent Group, LLC

Mar 31, 26

-4.61K

Berkshire Money Management, Inc.

Mar 31, 26

-8.20K

STEPHENS INC /AR/

Mar 31, 26

-12.53K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-5.58K

Parallel Advisors, LLC

Mar 31, 26

-1.39K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-214

Stirlingshire Investments, Inc.

Mar 31, 26

-4.80K

Waterloo Capital, L.P.

Mar 31, 26

-4.30K

ROYAL BANK OF CANADA

Mar 31, 26

-252

J.W. COLE ADVISORS, INC.

Mar 31, 26

-7.30K

OPTIMA CAPITAL LLC

Mar 31, 26

-2.35K

Motiv8 Investments LLC

123.71K

Dec 31, 25

-39.74K

0.49%

Schulz Wealth, LTD.

17.29K

Dec 31, 25

-2.46K

0.07%

Main Street Financial Solutions, LLC

14.10K

Dec 31, 25

0.06%

COMERICA BANK

2.50K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

2.13K

Dec 31, 25

+2.13K

0.01%

SageView Advisory Group, LLC

385

Dec 31, 25

+385

0.00%

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%