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

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

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$49.88—

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PJUL(PJUL)

PJUL

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Institutional Ownership

Top 315 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.37M	Jun 30, 26	+214.23K	16.53%
Penserra Capital Management LLC	1.49M	Jun 30, 26	+73.57K	7.32%
COMMONWEALTH EQUITY SERVICES, LLC	637.86K	Jun 30, 26	-62.06K	3.13%
BLAIR WILLIAM & CO/IL	533.96K	Jun 30, 26	-76.67K	2.62%
ENVESTNET ASSET MANAGEMENT INC	472.89K	Jun 30, 26	+16.79K	2.32%
Colony Group, LLC	440.92K	Jun 30, 26	+120.09K	2.16%
ADVISOR GROUP HOLDINGS, INC.	396.83K	Jun 30, 26	+74.71K	1.94%
RAYMOND JAMES FINANCIAL INC	386.41K	Jun 30, 26	-18.07K	1.89%
LPL Financial LLC	354.70K	Jun 30, 26	+84.86K	1.74%
HighTower Advisors, LLC	347.45K	Jun 30, 26	+6.45K	1.70%
Kestra Advisory Services, LLC	337.38K	Jun 30, 26	+124.75K	1.65%
Janney Montgomery Scott LLC	291.76K	Jun 30, 26	+4.24K	1.43%
Cetera Investment Advisers	291.00K	Jun 30, 26	+18.33K	1.43%
Pensionmark Financial Group, LLC	214.18K	Jun 30, 26	-5.45K	1.05%
Cambridge Investment Research Advisors, Inc.	199.72K	Jun 30, 26	+26.25K	0.98%
CoreCap Advisors, LLC	197.87K	Jun 30, 26	+7.77K	0.97%
Brinker Capital Investments, LLC	197.78K	Jun 30, 26	+10.89K	0.97%
AA Financial Advisors, LLC	171.21K	Jun 30, 26	-5.86K	0.84%
MML INVESTORS SERVICES, LLC	170.95K	Jun 30, 26	+23.72K	0.84%
Bellwether Advisors, LLC	163.17K	Jun 30, 26	+116.85K	0.80%
Triad Wealth Partners, LLC	149.66K	Jun 30, 26	+7.38K	0.73%
Southland Equity Partners LLC	147.61K	Jun 30, 26	-1.86K	0.72%
TRUIST FINANCIAL CORP	147.22K	Jun 30, 26	+691	0.72%
MBL Wealth, LLC	141.06K	Jun 30, 26	-7.39K	0.69%
PRINCIPAL SECURITIES, INC.	135.41K	Jun 30, 26	+10.34K	0.66%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	132.34K	Jun 30, 26	+53.18K	0.65%
FORVIS Wealth Advisors, LLC	124.59K	Jun 30, 26	-6.58K	0.61%
Brookstone Capital Management	116.87K	Jun 30, 26	-12.27K	0.57%
Cresset Asset Management, LLC	113.80K	Jun 30, 26	-11.98K	0.56%
Weaver Consulting Group	111.59K	Jun 30, 26	-4.22K	0.55%
Signal Advisors Wealth, LLC	110.65K	Jun 30, 26	-1.57K	0.54%
Vestmark Advisory Solutions, Inc.	90.37K	Jun 30, 26	+437	0.44%
FOUNDERS FINANCIAL SECURITIES LLC	83.38K	Jun 30, 26	+9.54K	0.41%
Farther Finance Advisors, LLC	82.67K	Jun 30, 26	+12.32K	0.41%
Resources Investment Advisors, LLC.	81.37K	Jun 30, 26	+1.22K	0.40%
Horizon Investments, LLC	80.67K	Jun 30, 26	-59.94K	0.40%
US BANCORP \DE\	76.02K	Jun 30, 26	+54.93K	0.37%
Miracle Mile Advisors, LLC	73.27K	Jun 30, 26	-19.44K	0.36%
Straight Path Wealth Management	72.43K	Jun 30, 26	+2.39K	0.35%
McAdam, LLC	72.32K	Jun 30, 26	-2.03K	0.35%
Advisory Alpha, LLC	70.02K	Jun 30, 26	-68.15K	0.34%
CRA Financial Services, LLC	67.79K	Jun 30, 26	-14.91K	0.33%
Global Strategic Investment Solutions, LLC	63.22K	Jun 30, 26	+321	0.31%
Spire Wealth Management	60.67K	Jun 30, 26	-446	0.30%
Elmwood Wealth Management, Inc.	60.50K	Jun 30, 26	-3.85K	0.30%
Certified Advisory Corp	57.99K	Jun 30, 26	-12.12K	0.28%
Weaver Capital Management LLC	54.82K	Jun 30, 26	--	0.27%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	53.18K	Jun 30, 26	-740	0.26%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	53.01K	Jun 30, 26	+5.87K	0.26%
NewEdge Advisors, LLC	50.98K	Jun 30, 26	+7.89K	0.25%
Capital Square, LLC	46.86K	Jun 30, 26	+5.56K	0.23%
Foundations Investment Advisors, LLC	46.64K	Jun 30, 26	-5.34K	0.23%
Simplicity Wealth,LLC	45.41K	Jun 30, 26	+45.41K	0.22%
Berkshire Money Management, Inc.	44.14K	Jun 30, 26	--	0.22%
Long Island Wealth Management, Inc.	44.06K	Jun 30, 26	--	0.22%
Capital Analysts, LLC	42.83K	Jun 30, 26	+837	0.21%
Jacobi Capital Management LLC	41.69K	Jun 30, 26	--	0.20%
Lakeridge Wealth Management LLC	41.39K	Jun 30, 26	--	0.20%
Sentinus, LLC	40.89K	Jun 30, 26	-9.42K	0.20%
Outlook Wealth Advisors, LLC	40.78K	Jun 30, 26	--	0.20%
WorthPointe, LLC	40.32K	Jun 30, 26	-4.48K	0.20%
CreativeOne Wealth, LLC	39.98K	Jun 30, 26	-9.00K	0.20%
BCS Wealth Management	39.81K	Jun 30, 26	-6.40K	0.20%
HARBOUR INVESTMENTS, INC.	39.59K	Jun 30, 26	-21	0.19%
IFP Advisors, Inc	39.55K	Jun 30, 26	-5	0.19%
Vantage Point Financial LLC	38.85K	Jun 30, 26	+4.89K	0.19%
Atria Investments, Inc	38.62K	Jun 30, 26	-1.22K	0.19%
BENJAMIN EDWARDS INC	36.96K	Jun 30, 26	-446	0.18%
Wisconsin Wealth Advisors, LLC	36.82K	Jun 30, 26	--	0.18%
CAPTRUST FINANCIAL ADVISORS	36.65K	Jun 30, 26	--	0.18%
KFG WEALTH MANAGEMENT, LLC	36.45K	Jun 30, 26	-8.34K	0.18%
Fortune Financial Advisors, LLC	36.38K	Jun 30, 26	-3.43K	0.18%
ARS Wealth Advisors Group, LLC	36.02K	Jun 30, 26	+980	0.18%
CORRADO ADVISORS, LLC	35.77K	Jun 30, 26	+24.43K	0.18%
Patriot Financial Group Insurance Agency, LLC	35.66K	Jun 30, 26	-36.38K	0.17%
Chicago Partners Investment Group LLC	35.65K	Jun 30, 26	-1.91K	0.17%
O'Connor Financial Group LLC	34.83K	Jun 30, 26	+34.83K	0.17%
Diligent Investors, LLC	34.22K	Jun 30, 26	-2.17K	0.17%
AE Wealth Management LLC	34.03K	Jun 30, 26	-214	0.17%
Steward Partners Investment Advisory, LLC	33.33K	Jun 30, 26	+17.89K	0.16%
Cornerstone Planning Group LLC	33.20K	Jun 30, 26	--	0.16%
Bedel Financial Consulting, Inc.	32.94K	Jun 30, 26	+6.15K	0.16%
Compass Advisory Group LLC	32.23K	Jun 30, 26	--	0.16%
Keystone Wealth Services, LLC	31.36K	Jun 30, 26	-805	0.15%
Trek Financial, LLC	31.18K	Jun 30, 26	-7.06K	0.15%
Cypress Wealth Services, LLC	30.53K	Jun 30, 26	-7.64K	0.15%
STEPHENS INC /AR/	29.60K	Jun 30, 26	-506	0.15%
WealthPlan Investment Management, LLC	29.17K	Jun 30, 26	+875	0.14%
Advisory Services Network, LLC	28.98K	Jun 30, 26	--	0.14%
Ascent Wealth Partners, LLC	27.32K	Jun 30, 26	-1.75K	0.13%
FSA Advisors, Inc.	25.79K	Jun 30, 26	+831	0.13%
Kearns & Associates LLC	25.75K	Jun 30, 26	--	0.13%
Global Assets Advisory, LLC	25.50K	Jun 30, 26	+1.95K	0.12%
Mutual Advisors, LLC	25.37K	Jun 30, 26	-1.73K	0.12%
Merit Financial Group, LLC	25.32K	Jun 30, 26	-230	0.12%
Castle Rock Wealth Management, LLC	24.92K	Jun 30, 26	-180	0.12%
Stratos Wealth Advisors, LLC	24.38K	Jun 30, 26	-1.06K	0.12%
ODonnell Financial Services, LLC	23.50K	Jun 30, 26	-869	0.12%
BROWN BROTHERS HARRIMAN & CO	22.46K	Jun 30, 26	--	0.11%
Wealth Alliance	22.24K	Jun 30, 26	--	0.11%
AXXCESS WEALTH MANAGEMENT, LLC	21.72K	Jun 30, 26	+21.72K	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	21.66K	Jun 30, 26	-3.00K	0.11%
Prossimo Advisors, LLC	21.55K	Jun 30, 26	--	0.11%
Fragasso Group Inc.	21.51K	Jun 30, 26	-21	0.11%
RFG Advisory, LLC	21.25K	Jun 30, 26	-1.62K	0.10%
Chris Bulman Inc	21.21K	Jun 30, 26	-3.84K	0.10%
Continuum Advisory, LLC	20.35K	Jun 30, 26	-4	0.10%
Lido Advisors, LLC	19.70K	Jun 30, 26	+2.89K	0.10%
Cerity Partners LLC	19.68K	Jun 30, 26	-3.95K	0.10%
Dynamic Advisor Solutions LLC	19.46K	Jun 30, 26	-263	0.10%
FIDUCIARY FINANCIAL GROUP, LLC	19.00K	Jun 30, 26	-334	0.09%
Sigma Planning Corp	18.78K	Jun 30, 26	-361	0.09%
Encompass More Asset Management	18.66K	Jun 30, 26	+1.87K	0.09%
Cardinal Point Capital Management, ULC	18.41K	Jun 30, 26	--	0.09%
Creative Planning	18.34K	Jun 30, 26	+20	0.09%
MAI Capital Management	16.80K	Jun 30, 26	+2.89K	0.08%
Nikulski Financial, Inc.	16.72K	Jun 30, 26	-520	0.08%
Wood Tarver Financial Group, LLC	16.51K	Jun 30, 26	--	0.08%
Per Stirling Capital Management, LLC.	16.30K	Jun 30, 26	+1.44K	0.08%
City Center Advisors, LLC	16.29K	Jun 30, 26	-212	0.08%
AdvisorNet Financial, Inc	15.45K	Jun 30, 26	+10.99K	0.08%
BECK CAPITAL MANAGEMENT, LLC	15.33K	Jun 30, 26	-12	0.08%
BIP Wealth, LLC	14.33K	Jun 30, 26	-1.69K	0.07%
GLENMEDE TRUST CO NA	14.28K	Jun 30, 26	-249	0.07%
J.W. COLE ADVISORS, INC.	14.23K	Jun 30, 26	+14.23K	0.07%
SageView Advisory Group, LLC	13.88K	Jun 30, 26	--	0.07%
Jessup Wealth Management, Inc	13.75K	Jun 30, 26	-67	0.07%
CREATIVE FINANCIAL DESIGNS INC /ADV	13.56K	Jun 30, 26	-75	0.07%
DHJJ Financial Advisors, Ltd.	13.45K	Jun 30, 26	-885	0.07%
ALTFEST L J & CO INC	12.76K	Jun 30, 26	--	0.06%
Lineweaver Wealth Advisors, LLC	12.68K	Jun 30, 26	--	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.62K	Jun 30, 26	-32.15K	0.06%
Focus Financial Network, Inc.	12.56K	Jun 30, 26	--	0.06%
Quest 10 Wealth Builders, Inc.	12.48K	Jun 30, 26	-1.00K	0.06%
XML Financial, LLC	12.17K	Jun 30, 26	--	0.06%
NorthCrest Asset Manangement, LLC	12.10K	Jun 30, 26	+6.26K	0.06%
Pinnacle Wealth Management Group, Inc.	12.08K	Jun 30, 26	+1.00K	0.06%
WealthPLAN Partners, LLC	12.05K	Jun 30, 26	+27	0.06%
RETIREMENT INCOME SOLUTIONS, INC	12.01K	Jun 30, 26	--	0.06%
Belpointe Asset Management LLC	11.67K	Jun 30, 26	+1.32K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	11.57K	Jun 30, 26	-640	0.06%
Dakota Wealth Management	11.24K	Jun 30, 26	--	0.06%
Alliance Wealth Advisors, LLC	11.20K	Jun 30, 26	--	0.05%
Sovran Advisors, LLC	11.14K	Jun 30, 26	+545	0.05%
Tradition Wealth Management, LLC	10.32K	Jun 30, 26	+1.76K	0.05%
Neuberger Berman Group LLC	10.16K	Jun 30, 26	--	0.05%
GenTrust, LLC	10.16K	Jun 30, 26	--	0.05%
Integrated Wealth Concepts LLC	9.97K	Jun 30, 26	+2.76K	0.05%
LaSalle St. Investment Advisors, LLC	9.85K	Jun 30, 26	+1	0.05%
Arkadios Wealth Advisors	9.83K	Jun 30, 26	-149	0.05%
Inspire Advisors, LLC	9.72K	Jun 30, 26	+3.05K	0.05%
ATTICUS WEALTH MANAGEMENT, LLC	9.68K	Jun 30, 26	-7.51K	0.05%
Concurrent Investment Advisors, LLC	9.24K	Jun 30, 26	+1.73K	0.05%
PFG Advisors	9.16K	Jun 30, 26	-517	0.04%
SRS Capital Advisors, Inc.	8.67K	Jun 30, 26	+1.68K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	8.45K	Jun 30, 26	-8.35K	0.04%
Three Seasons Wealth, LLC	8.34K	Jun 30, 26	-29	0.04%
RIVERCHASE WEALTH MANAGEMENT, LLC	8.26K	Jun 30, 26	--	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.09K	Jun 30, 26	--	0.04%
Diversify Advisory Services, LLC	8.09K	Jun 30, 26	+8.09K	0.04%
Advisor OS, LLC	8.03K	Jun 30, 26	--	0.04%
Allworth Financial LP	7.84K	Jun 30, 26	-1.34K	0.04%
StoneX Group Inc.	7.63K	Jun 30, 26	+7.63K	0.04%
Michels Family Financial, LLC	7.60K	Jun 30, 26	--	0.04%
Koshinski Asset Management, Inc.	7.46K	Jun 30, 26	-25	0.04%
Annis Gardner Whiting Capital Advisors, LLC	7.30K	Jun 30, 26	--	0.04%
RETIREMENT GUYS FORMULA LLC	7.16K	Jun 30, 26	--	0.04%
YARGER WEALTH STRATEGIES, LLC	7.11K	Jun 30, 26	-1.71K	0.03%
Phoenix Holdings Ltd.	6.76K	Jun 30, 26	-1.29K	0.03%
Galvin, Gaustad & Stein, LLC	6.67K	Jun 30, 26	+324	0.03%
BROWN WEALTH MANAGEMENT, LLC	6.30K	Jun 30, 26	-73	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	6.09K	Jun 30, 26	+6.09K	0.03%
Financial Network Wealth Advisors LLC	5.97K	Jun 30, 26	-23	0.03%
Cornerstone Wealth Group, LLC	5.95K	Jun 30, 26	--	0.03%
Ausdal Financial Partners, Inc.	5.90K	Jun 30, 26	+65	0.03%
Ashton Thomas Private Wealth, LLC	5.87K	Jun 30, 26	-657	0.03%
Sequoia Financial Advisors, LLC	5.86K	Jun 30, 26	--	0.03%
MGO ONE SEVEN LLC	5.76K	Jun 30, 26	--	0.03%
Sequent Planning LLC	5.74K	Jun 30, 26	+68	0.03%
Cape Investment Advisory, Inc.	5.70K	Jun 30, 26	+300	0.03%
Retirement Planning Group	5.67K	Jun 30, 26	-1.26K	0.03%
CITY HOLDING CO	5.56K	Jun 30, 26	-30	0.03%
JPMORGAN CHASE & CO	5.54K	Jun 30, 26	+3.42K	0.03%
Visionary Wealth Advisors	5.52K	Jun 30, 26	+204	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.51K	Jun 30, 26	--	0.03%
IHT Wealth Management, LLC	5.43K	Jun 30, 26	--	0.03%
Goldstein Advisors, LLC	5.36K	Jun 30, 26	--	0.03%
CALTON & ASSOCIATES, INC.	5.35K	Jun 30, 26	+5.35K	0.03%
Delta Investment Management, LLC	5.34K	Jun 30, 26	-803	0.03%
Clay Northam Wealth Management, LLC	5.31K	Jun 30, 26	--	0.03%
Advyzon Investment Management, LLC	5.14K	Jun 30, 26	+326	0.03%
INTEGRAL INVESTMENT ADVISORS, INC.	5.08K	Jun 30, 26	--	0.02%
Buska Wealth Management, LLC	5.04K	Jun 30, 26	-537	0.02%
Blue Sky Capital Consultants Group, Inc.	4.98K	Jun 30, 26	+117	0.02%
BridgePort Financial Solutions, LLC	4.96K	Jun 30, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	4.85K	Jun 30, 26	-14	0.02%
Advance Capital Management, Inc.	4.83K	Jun 30, 26	-273	0.02%
Avantax Planning Partners, Inc.	4.43K	Jun 30, 26	--	0.02%
Truepoint, Inc.	4.32K	Jun 30, 26	+4.32K	0.02%
Occidental Asset Management, LLC	4.31K	Jun 30, 26	+4.31K	0.02%
Modern Wealth Management, LLC	4.19K	Jun 30, 26	+4.19K	0.02%
Plotkin Financial Advisors, LLC	4.18K	Jun 30, 26	+4.18K	0.02%
SILVER OAK SECURITIES, INCORPORATED	4.05K	Jun 30, 26	+4.05K	0.02%
NBT BANK N A /NY	3.99K	Jun 30, 26	--	0.02%
WealthShield Partners, LLC	3.73K	Jun 30, 26	-771	0.02%
EP Wealth Advisors, LLC	3.39K	Jun 30, 26	+3.39K	0.02%
Clearstead Advisors, LLC	3.35K	Jun 30, 26	-2.13K	0.02%
SIGNATUREFD, LLC	3.24K	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	2.64K	Jun 30, 26	--	0.01%
PFS Partners, LLC	2.14K	Jun 30, 26	--	0.01%
Wagner Wealth Management, LLC	2.00K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	1.90K	Jun 30, 26	--	0.01%
Comprehensive Financial Planning, Inc./PA	1.66K	Jun 30, 26	--	0.01%
Integrity Financial Corp /WA	1.45K	Jun 30, 26	--	0.01%
CHAPMAN FINANCIAL GROUP, LLC	1.20K	Jun 30, 26	--	0.01%
MORGAN STANLEY	946	Jun 30, 26	+363	0.00%
EverSource Wealth Advisors, LLC	939	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	615	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	551	Jun 30, 26	--	0.00%
Archer Investment Corp	495	Jun 30, 26	--	0.00%
UBS Group AG	277	Jun 30, 26	+277	0.00%
Larson Financial Group LLC	190	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	150	Jun 30, 26	+150	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	109	Jun 30, 26	-190	0.00%
IAG Wealth Partners, LLC	74	Jun 30, 26	--	0.00%
ASSETMARK, INC	35	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	27	Jun 30, 26	--	0.00%
Global Wealth Strategies & Associates	--	Jun 30, 26	-228	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-5.39K	--
AQR CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-4.83K	--
Private Advisor Group, LLC	--	Jun 30, 26	-8.72K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-7.12K	--
Summit Financial, LLC	--	Jun 30, 26	-8.81K	--
HFG Wealth Management, LLC	--	Jun 30, 26	-5.82K	--
BARCLAYS PLC	--	Jun 30, 26	-600	--
MONEY CONCEPTS CAPITAL CORP	--	Jun 30, 26	-12.90K	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-893	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-6.54K	--
Pathstone Holdings, LLC	--	Jun 30, 26	-72.30K	--
CYPRESS FINANCIAL PLANNING LLC	--	Jun 30, 26	-5.45K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-5.86K	--
Financial Services Advisory Inc	--	Jun 30, 26	-28.76K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-15.04K	--
Caprock Group, LLC	--	Jun 30, 26	-11.95K	--
HRT FINANCIAL LP	--	Jun 30, 26	-7.63K	--
Geneos Wealth Management Inc.	--	Jun 30, 26	-2.42K	--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	--	Jun 30, 26	-8.66K	--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	--	Jun 30, 26	-31.81K	--
CI Private Wealth, LLC	--	Jun 30, 26	-9.27K	--
ALLIANCEBERNSTEIN L.P.	3.16M	Mar 31, 26	-107.94K	15.48%
CWM, LLC	249.50K	Mar 31, 26	-27.72K	1.22%
Brinker Capital Investments, LLC	186.89K	Mar 31, 26	-31.93K	0.92%
Beacon Pointe Advisors, LLC	167.70K	Mar 31, 26	+80.93K	0.82%
Talon Private Wealth, LLC	110.66K	Mar 31, 26	+110.66K	0.54%
CENTAURUS FINANCIAL, INC.	44.98K	Mar 31, 26	-598	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.77K	Mar 31, 26	+33.24K	0.22%
GILL CAPITAL PARTNERS, LLC	30.05K	Mar 31, 26	-368	0.15%
Kingsview Wealth Management, LLC	21.29K	Mar 31, 26	-1.07K	0.10%
Orion Capital Management LLC	19.76K	Mar 31, 26	+1.18K	0.10%
Catalina Capital Group, LLC	16.89K	Mar 31, 26	-4.10K	0.08%
Capstone Triton Financial Group, LLC	6.34K	Mar 31, 26	+6.34K	0.03%
SIGNET FINANCIAL MANAGEMENT, LLC	5.75K	Mar 31, 26	--	0.03%
Bernard Wealth Management Corp.	903	Mar 31, 26	-179	0.00%
Sunbelt Securities, Inc.	543	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	319	Mar 31, 26	--	0.00%
JDM Financial Group LLC	248	Mar 31, 26	--	0.00%
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-4.45K	--
Frisch Financial Group, Inc.	--	Mar 31, 26	-5.21K	--
Motiv8 Investments LLC	124.58K	Dec 31, 25	-39.67K	0.61%
Schulz Wealth, LTD.	12.50K	Dec 31, 25	-44	0.06%
Stuart Chaussee & Associates, Inc.	17.02K	Sep 30, 25	--	0.08%
Vishria Bird Financial Group, LLC	8.85K	Sep 30, 25	--	0.04%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-55.29K	--
AVANTAX ADVISORY SERVICES, INC.	43.21K	Jun 30, 25	+10	0.21%
Atria Wealth Solutions, Inc.	32.40K	Jun 30, 25	-8.28K	0.16%
SCHNIEDERS CAPITAL MANAGEMENT LLC	5.25K	Jun 30, 25	--	0.03%
Orion Portfolio Solutions, LLC	86.42K	Mar 31, 25	+30.41K	0.42%
Sugarloaf Wealth Management, LLC	18.61K	Dec 31, 24	--	0.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-4.96K	--
Raymond James Financial Services Advisors, Inc.	462.17K	Sep 30, 24	+112.15K	2.26%
RAYMOND JAMES & ASSOCIATES	10.29K	Sep 30, 24	+629	0.05%
Pillar Wealth Advisors, LLC	5.59K	Sep 30, 24	-37.61K	0.03%
SpiderRock Advisors, LLC	4.98K	Sep 30, 24	+4.98K	0.02%
Alera Investment Advisors, LLC	--	Sep 30, 24	-18.61K	--
Relative Value Partners Group, LLC	30.18K	Jun 30, 24	+30.18K	0.15%
BENJAMIN F. EDWARDS & COMPANY, INC.	23.11K	Jun 30, 24	--	0.11%
Epic Trust Investment Advisors, LLC	6.50K	Jun 30, 24	--	0.03%
Strategic Wealth Partners Group LLC	187.35K	Mar 31, 24	-13.40K	0.92%
Cetera Advisor Networks LLC	103.82K	Mar 31, 24	-8.07K	0.51%
Cetera Advisors LLC	98.97K	Mar 31, 24	-10.92K	0.48%
InterOcean Capital Group, LLC	53.57K	Mar 31, 24	-3.30K	0.26%
FOCUS FINANCIAL NETWORK INC /ADV	31.68K	Dec 31, 23	+31.68K	0.16%
Steward Financial Group LLC	136.37K	Sep 30, 23	+136.37K	0.67%
Wealth Management Solutions, LLC	13.59K	Sep 30, 23	--	0.07%
BEDEL FINANCIAL CONSULTING INC	13.09K	Sep 30, 23	+13.09K	0.06%
Sutton Wealth Advisors Inc.	12.48K	Sep 30, 23	+5.88K	0.06%
V Wealth Advisors LLC	--	Sep 30, 23	-6.23K	--
Financial Architects, Inc	20.79K	Jun 30, 23	+4.53K	0.10%
Cardinal Point Wealth Management Partners, LLC	43.06K	Mar 31, 23	+8.20K	0.21%
S.C. Financial Services, Inc.	11.30K	Dec 31, 22	-6.22K	0.06%
TRUSTCORE FINANCIAL SERVICES, LLC	11.03K	Dec 31, 22	-1.66K	0.05%
American Portfolios Advisors	53.53K	Sep 30, 22	+25.49K	0.26%
Covington Capital Management	1.32K	Sep 30, 22	+1.00K	0.01%
ACG Wealth	--	Sep 30, 22	-350	--
Dixon Hughes Goodman Wealth Advisors LLC	135.55K	Mar 31, 22	-337	0.66%
NEXT Financial Group, Inc	3.21K	Dec 31, 21	--	0.02%
Ameritas Investment Company, LLC	66.02K	Sep 30, 21	+66.02K	0.32%
Hochman Cole Investment Advisors, Inc.	15.81K	Sep 30, 21	+15.81K	0.08%
Hoover Financial Advisors, Inc.	54.24K	Jun 30, 21	+54.24K	0.27%
OLD MISSION CAPITAL, LLC	42.97K	Dec 31, 20	+42.97K	0.21%
Stearns Financial Services Group	15.49K	Sep 30, 20	+15.49K	0.08%
First Allied Advisory Services, Inc.	8.70K	Sep 30, 20	+8.70K	0.04%
Advisor Group, Inc.	115.94K	Dec 31, 19	-2.51K	0.57%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.10K	Dec 31, 19	+2.00K	0.03%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	48.03K	Sep 30, 19	+48.03K	0.24%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.37M

Jun 30, 26

+214.23K

16.53%

Penserra Capital Management LLC

1.49M

Jun 30, 26

+73.57K

7.32%

COMMONWEALTH EQUITY SERVICES, LLC

637.86K

Jun 30, 26

-62.06K

3.13%

BLAIR WILLIAM & CO/IL

533.96K

Jun 30, 26

-76.67K

2.62%

ENVESTNET ASSET MANAGEMENT INC

472.89K

Jun 30, 26

+16.79K

2.32%

Colony Group, LLC

440.92K

Jun 30, 26

+120.09K

2.16%

ADVISOR GROUP HOLDINGS, INC.

396.83K

Jun 30, 26

+74.71K

1.94%

RAYMOND JAMES FINANCIAL INC

386.41K

Jun 30, 26

-18.07K

1.89%

LPL Financial LLC

354.70K

Jun 30, 26

+84.86K

1.74%

HighTower Advisors, LLC

347.45K

Jun 30, 26

+6.45K

1.70%

Kestra Advisory Services, LLC

337.38K

Jun 30, 26

+124.75K

1.65%

Janney Montgomery Scott LLC

291.76K

Jun 30, 26

+4.24K

1.43%

Cetera Investment Advisers

291.00K

Jun 30, 26

+18.33K

1.43%

Pensionmark Financial Group, LLC

214.18K

Jun 30, 26

-5.45K

1.05%

Cambridge Investment Research Advisors, Inc.

199.72K

Jun 30, 26

+26.25K

0.98%

CoreCap Advisors, LLC

197.87K

Jun 30, 26

+7.77K

0.97%

Brinker Capital Investments, LLC

197.78K

Jun 30, 26

+10.89K

0.97%

AA Financial Advisors, LLC

171.21K

Jun 30, 26

-5.86K

0.84%

MML INVESTORS SERVICES, LLC

170.95K

Jun 30, 26

+23.72K

0.84%

Bellwether Advisors, LLC

163.17K

Jun 30, 26

+116.85K

0.80%

Triad Wealth Partners, LLC

149.66K

Jun 30, 26

+7.38K

0.73%

Southland Equity Partners LLC

147.61K

Jun 30, 26

-1.86K

0.72%

TRUIST FINANCIAL CORP

147.22K

Jun 30, 26

+691

0.72%

MBL Wealth, LLC

141.06K

Jun 30, 26

-7.39K

0.69%

PRINCIPAL SECURITIES, INC.

135.41K

Jun 30, 26

+10.34K

0.66%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

132.34K

Jun 30, 26

+53.18K

0.65%

FORVIS Wealth Advisors, LLC

124.59K

Jun 30, 26

-6.58K

0.61%

Brookstone Capital Management

116.87K

Jun 30, 26

-12.27K

0.57%

Cresset Asset Management, LLC

113.80K

Jun 30, 26

-11.98K

0.56%

Weaver Consulting Group

111.59K

Jun 30, 26

-4.22K

0.55%

Signal Advisors Wealth, LLC

110.65K

Jun 30, 26

-1.57K

0.54%

Vestmark Advisory Solutions, Inc.

90.37K

Jun 30, 26

+437

0.44%

FOUNDERS FINANCIAL SECURITIES LLC

83.38K

Jun 30, 26

+9.54K

0.41%

Farther Finance Advisors, LLC

82.67K

Jun 30, 26

+12.32K

0.41%

Resources Investment Advisors, LLC.

81.37K

Jun 30, 26

+1.22K

0.40%

Horizon Investments, LLC

80.67K

Jun 30, 26

-59.94K

0.40%

US BANCORP \DE\

76.02K

Jun 30, 26

+54.93K

0.37%

Miracle Mile Advisors, LLC

73.27K

Jun 30, 26

-19.44K

0.36%

Straight Path Wealth Management

72.43K

Jun 30, 26

+2.39K

0.35%

McAdam, LLC

72.32K

Jun 30, 26

-2.03K

0.35%

Advisory Alpha, LLC

70.02K

Jun 30, 26

-68.15K

0.34%

CRA Financial Services, LLC

67.79K

Jun 30, 26

-14.91K

0.33%

Global Strategic Investment Solutions, LLC

63.22K

Jun 30, 26

+321

0.31%

Spire Wealth Management

60.67K

Jun 30, 26

-446

0.30%

Elmwood Wealth Management, Inc.

60.50K

Jun 30, 26

-3.85K

0.30%

Certified Advisory Corp

57.99K

Jun 30, 26

-12.12K

0.28%

Weaver Capital Management LLC

54.82K

Jun 30, 26

0.27%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

53.18K

Jun 30, 26

-740

0.26%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

53.01K

Jun 30, 26

+5.87K

0.26%

NewEdge Advisors, LLC

50.98K

Jun 30, 26

+7.89K

0.25%

Capital Square, LLC

46.86K

Jun 30, 26

+5.56K

0.23%

Foundations Investment Advisors, LLC

46.64K

Jun 30, 26

-5.34K

0.23%

Simplicity Wealth,LLC

45.41K

Jun 30, 26

+45.41K

0.22%

Berkshire Money Management, Inc.

44.14K

Jun 30, 26

0.22%

Long Island Wealth Management, Inc.

44.06K

Jun 30, 26

0.22%

Capital Analysts, LLC

42.83K

Jun 30, 26

+837

0.21%

Jacobi Capital Management LLC

41.69K

Jun 30, 26

0.20%

Lakeridge Wealth Management LLC

41.39K

Jun 30, 26

0.20%

Sentinus, LLC

40.89K

Jun 30, 26

-9.42K

0.20%

Outlook Wealth Advisors, LLC

40.78K

Jun 30, 26

0.20%

WorthPointe, LLC

40.32K

Jun 30, 26

-4.48K

0.20%

CreativeOne Wealth, LLC

39.98K

Jun 30, 26

-9.00K

0.20%

BCS Wealth Management

39.81K

Jun 30, 26

-6.40K

0.20%

HARBOUR INVESTMENTS, INC.

39.59K

Jun 30, 26

-21

0.19%

IFP Advisors, Inc

39.55K

Jun 30, 26

-5

0.19%

Vantage Point Financial LLC

38.85K

Jun 30, 26

+4.89K

0.19%

Atria Investments, Inc

38.62K

Jun 30, 26

-1.22K

0.19%

BENJAMIN EDWARDS INC

36.96K

Jun 30, 26

-446

0.18%

Wisconsin Wealth Advisors, LLC

36.82K

Jun 30, 26

0.18%

CAPTRUST FINANCIAL ADVISORS

36.65K

Jun 30, 26

0.18%

KFG WEALTH MANAGEMENT, LLC

36.45K

Jun 30, 26

-8.34K

0.18%

Fortune Financial Advisors, LLC

36.38K

Jun 30, 26

-3.43K

0.18%

ARS Wealth Advisors Group, LLC

36.02K

Jun 30, 26

+980

0.18%

CORRADO ADVISORS, LLC

35.77K

Jun 30, 26

+24.43K

0.18%

Patriot Financial Group Insurance Agency, LLC

35.66K

Jun 30, 26

-36.38K

0.17%

Chicago Partners Investment Group LLC

35.65K

Jun 30, 26

-1.91K

0.17%

O'Connor Financial Group LLC

34.83K

Jun 30, 26

+34.83K

0.17%

Diligent Investors, LLC

34.22K

Jun 30, 26

-2.17K

0.17%

AE Wealth Management LLC

34.03K

Jun 30, 26

-214

0.17%

Steward Partners Investment Advisory, LLC

33.33K

Jun 30, 26

+17.89K

0.16%

Cornerstone Planning Group LLC

33.20K

Jun 30, 26

0.16%

Bedel Financial Consulting, Inc.

32.94K

Jun 30, 26

+6.15K

0.16%

Compass Advisory Group LLC

32.23K

Jun 30, 26

0.16%

Keystone Wealth Services, LLC

31.36K

Jun 30, 26

-805

0.15%

Trek Financial, LLC

31.18K

Jun 30, 26

-7.06K

0.15%

Cypress Wealth Services, LLC

30.53K

Jun 30, 26

-7.64K

0.15%

STEPHENS INC /AR/

29.60K

Jun 30, 26

-506

0.15%

WealthPlan Investment Management, LLC

29.17K

Jun 30, 26

+875

0.14%

Advisory Services Network, LLC

28.98K

Jun 30, 26

0.14%

Ascent Wealth Partners, LLC

27.32K

Jun 30, 26

-1.75K

0.13%

FSA Advisors, Inc.

25.79K

Jun 30, 26

+831

0.13%

Kearns & Associates LLC

25.75K

Jun 30, 26

0.13%

Global Assets Advisory, LLC

25.50K

Jun 30, 26

+1.95K

0.12%

Mutual Advisors, LLC

25.37K

Jun 30, 26

-1.73K

0.12%

Merit Financial Group, LLC

25.32K

Jun 30, 26

-230

0.12%

Castle Rock Wealth Management, LLC

24.92K

Jun 30, 26

-180

0.12%

Stratos Wealth Advisors, LLC

24.38K

Jun 30, 26

-1.06K

0.12%

ODonnell Financial Services, LLC

23.50K

Jun 30, 26

-869

0.12%

BROWN BROTHERS HARRIMAN & CO

22.46K

Jun 30, 26

0.11%

Wealth Alliance

22.24K

Jun 30, 26

0.11%

AXXCESS WEALTH MANAGEMENT, LLC

21.72K

Jun 30, 26

+21.72K

0.11%

INDEPENDENT FINANCIAL GROUP, LLC

21.66K

Jun 30, 26

-3.00K

0.11%

Prossimo Advisors, LLC

21.55K

Jun 30, 26

0.11%

Fragasso Group Inc.

21.51K

Jun 30, 26

-21

0.11%

RFG Advisory, LLC

21.25K

Jun 30, 26

-1.62K

0.10%

Chris Bulman Inc

21.21K

Jun 30, 26

-3.84K

0.10%

Continuum Advisory, LLC

20.35K

Jun 30, 26

-4

0.10%

Lido Advisors, LLC

19.70K

Jun 30, 26

+2.89K

0.10%

Cerity Partners LLC

19.68K

Jun 30, 26

-3.95K

0.10%

Dynamic Advisor Solutions LLC

19.46K

Jun 30, 26

-263

0.10%

FIDUCIARY FINANCIAL GROUP, LLC

19.00K

Jun 30, 26

-334

0.09%

Sigma Planning Corp

18.78K

Jun 30, 26

-361

0.09%

Encompass More Asset Management

18.66K

Jun 30, 26

+1.87K

0.09%

Cardinal Point Capital Management, ULC

18.41K

Jun 30, 26

0.09%

Creative Planning

18.34K

Jun 30, 26

+20

0.09%

MAI Capital Management

16.80K

Jun 30, 26

+2.89K

0.08%

Nikulski Financial, Inc.

16.72K

Jun 30, 26

-520

0.08%

Wood Tarver Financial Group, LLC

16.51K

Jun 30, 26

0.08%

Per Stirling Capital Management, LLC.

16.30K

Jun 30, 26

+1.44K

0.08%

City Center Advisors, LLC

16.29K

Jun 30, 26

-212

0.08%

AdvisorNet Financial, Inc

15.45K

Jun 30, 26

+10.99K

0.08%

BECK CAPITAL MANAGEMENT, LLC

15.33K

Jun 30, 26

-12

0.08%

BIP Wealth, LLC

14.33K

Jun 30, 26

-1.69K

0.07%

GLENMEDE TRUST CO NA

14.28K

Jun 30, 26

-249

0.07%

J.W. COLE ADVISORS, INC.

14.23K

Jun 30, 26

+14.23K

0.07%

SageView Advisory Group, LLC

13.88K

Jun 30, 26

0.07%

Jessup Wealth Management, Inc

13.75K

Jun 30, 26

-67

0.07%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.56K

Jun 30, 26

-75

0.07%

DHJJ Financial Advisors, Ltd.

13.45K

Jun 30, 26

-885

0.07%

ALTFEST L J & CO INC

12.76K

Jun 30, 26

0.06%

Lineweaver Wealth Advisors, LLC

12.68K

Jun 30, 26

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.62K

Jun 30, 26

-32.15K

0.06%

Focus Financial Network, Inc.

12.56K

Jun 30, 26

0.06%

Quest 10 Wealth Builders, Inc.

12.48K

Jun 30, 26

-1.00K

0.06%

XML Financial, LLC

12.17K

Jun 30, 26

0.06%

NorthCrest Asset Manangement, LLC

12.10K

Jun 30, 26

+6.26K

0.06%

Pinnacle Wealth Management Group, Inc.

12.08K

Jun 30, 26

+1.00K

0.06%

WealthPLAN Partners, LLC

12.05K

Jun 30, 26

+27

0.06%

RETIREMENT INCOME SOLUTIONS, INC

12.01K

Jun 30, 26

0.06%

Belpointe Asset Management LLC

11.67K

Jun 30, 26

+1.32K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

11.57K

Jun 30, 26

-640

0.06%

Dakota Wealth Management

11.24K

Jun 30, 26

0.06%

Alliance Wealth Advisors, LLC

11.20K

Jun 30, 26

0.05%

Sovran Advisors, LLC

11.14K

Jun 30, 26

+545

0.05%

Tradition Wealth Management, LLC

10.32K

Jun 30, 26

+1.76K

0.05%

Neuberger Berman Group LLC

10.16K

Jun 30, 26

0.05%

GenTrust, LLC

10.16K

Jun 30, 26

0.05%

Integrated Wealth Concepts LLC

9.97K

Jun 30, 26

+2.76K

0.05%

LaSalle St. Investment Advisors, LLC

9.85K

Jun 30, 26

0.05%

Arkadios Wealth Advisors

9.83K

Jun 30, 26

-149

0.05%

Inspire Advisors, LLC

9.72K

Jun 30, 26

+3.05K

0.05%

ATTICUS WEALTH MANAGEMENT, LLC

9.68K

Jun 30, 26

-7.51K

0.05%

Concurrent Investment Advisors, LLC

9.24K

Jun 30, 26

+1.73K

0.05%

PFG Advisors

9.16K

Jun 30, 26

-517

0.04%

SRS Capital Advisors, Inc.

8.67K

Jun 30, 26

+1.68K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

8.45K

Jun 30, 26

-8.35K

0.04%

Three Seasons Wealth, LLC

8.34K

Jun 30, 26

-29

0.04%

RIVERCHASE WEALTH MANAGEMENT, LLC

8.26K

Jun 30, 26

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.09K

Jun 30, 26

0.04%

Diversify Advisory Services, LLC

8.09K

Jun 30, 26

+8.09K

0.04%

Advisor OS, LLC

8.03K

Jun 30, 26

0.04%

Allworth Financial LP

7.84K

Jun 30, 26

-1.34K

0.04%

StoneX Group Inc.

7.63K

Jun 30, 26

+7.63K

0.04%

Michels Family Financial, LLC

7.60K

Jun 30, 26

0.04%

Koshinski Asset Management, Inc.

7.46K

Jun 30, 26

-25

0.04%

Annis Gardner Whiting Capital Advisors, LLC

7.30K

Jun 30, 26

0.04%

RETIREMENT GUYS FORMULA LLC

7.16K

Jun 30, 26

0.04%

YARGER WEALTH STRATEGIES, LLC

7.11K

Jun 30, 26

-1.71K

0.03%

Phoenix Holdings Ltd.

6.76K

Jun 30, 26

-1.29K

0.03%

Galvin, Gaustad & Stein, LLC

6.67K

Jun 30, 26

+324

0.03%

BROWN WEALTH MANAGEMENT, LLC

6.30K

Jun 30, 26

-73

0.03%

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

6.09K

Jun 30, 26

+6.09K

0.03%

Financial Network Wealth Advisors LLC

5.97K

Jun 30, 26

-23

0.03%

Cornerstone Wealth Group, LLC

5.95K

Jun 30, 26

0.03%

Ausdal Financial Partners, Inc.

5.90K

Jun 30, 26

+65

0.03%

Ashton Thomas Private Wealth, LLC

5.87K

Jun 30, 26

-657

0.03%

Sequoia Financial Advisors, LLC

5.86K

Jun 30, 26

0.03%

MGO ONE SEVEN LLC

5.76K

Jun 30, 26

0.03%

Sequent Planning LLC

5.74K

Jun 30, 26

+68

0.03%

Cape Investment Advisory, Inc.

5.70K

Jun 30, 26

+300

0.03%

Retirement Planning Group

5.67K

Jun 30, 26

-1.26K

0.03%

CITY HOLDING CO

5.56K

Jun 30, 26

-30

0.03%

JPMORGAN CHASE & CO

5.54K

Jun 30, 26

+3.42K

0.03%

Visionary Wealth Advisors

5.52K

Jun 30, 26

+204

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.51K

Jun 30, 26

0.03%

IHT Wealth Management, LLC

5.43K

Jun 30, 26

0.03%

Goldstein Advisors, LLC

5.36K

Jun 30, 26

0.03%

CALTON & ASSOCIATES, INC.

5.35K

Jun 30, 26

+5.35K

0.03%

Delta Investment Management, LLC

5.34K

Jun 30, 26

-803

0.03%

Clay Northam Wealth Management, LLC

5.31K

Jun 30, 26

0.03%

Advyzon Investment Management, LLC

5.14K

Jun 30, 26

+326

0.03%

INTEGRAL INVESTMENT ADVISORS, INC.

5.08K

Jun 30, 26

0.02%

Buska Wealth Management, LLC

5.04K

Jun 30, 26

-537

0.02%

Blue Sky Capital Consultants Group, Inc.

4.98K

Jun 30, 26

+117

0.02%

BridgePort Financial Solutions, LLC

4.96K

Jun 30, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

4.85K

Jun 30, 26

-14

0.02%

Advance Capital Management, Inc.

4.83K

Jun 30, 26

-273

0.02%

Avantax Planning Partners, Inc.

4.43K

Jun 30, 26

0.02%

Truepoint, Inc.

4.32K

Jun 30, 26

+4.32K

0.02%

Occidental Asset Management, LLC

4.31K

Jun 30, 26

+4.31K

0.02%

Modern Wealth Management, LLC

4.19K

Jun 30, 26

+4.19K

0.02%

Plotkin Financial Advisors, LLC

4.18K

Jun 30, 26

+4.18K

0.02%

SILVER OAK SECURITIES, INCORPORATED

4.05K

Jun 30, 26

+4.05K

0.02%

NBT BANK N A /NY

3.99K

Jun 30, 26

0.02%

WealthShield Partners, LLC

3.73K

Jun 30, 26

-771

0.02%

EP Wealth Advisors, LLC

3.39K

Jun 30, 26

+3.39K

0.02%

Clearstead Advisors, LLC

3.35K

Jun 30, 26

-2.13K

0.02%

SIGNATUREFD, LLC

3.24K

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

2.64K

Jun 30, 26

0.01%

PFS Partners, LLC

2.14K

Jun 30, 26

0.01%

Wagner Wealth Management, LLC

2.00K

Jun 30, 26

0.01%

AlphaCore Capital LLC

1.90K

Jun 30, 26

0.01%

Comprehensive Financial Planning, Inc./PA

1.66K

Jun 30, 26

0.01%

Integrity Financial Corp /WA

1.45K

Jun 30, 26

0.01%

CHAPMAN FINANCIAL GROUP, LLC

1.20K

Jun 30, 26

0.01%

MORGAN STANLEY

946

Jun 30, 26

+363

0.00%

EverSource Wealth Advisors, LLC

939

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

615

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

551

Jun 30, 26

0.00%

Archer Investment Corp

495

Jun 30, 26

0.00%

UBS Group AG

277

Jun 30, 26

+277

0.00%

Larson Financial Group LLC

190

Jun 30, 26

0.00%

Global Retirement Partners, LLC

150

Jun 30, 26

+150

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

109

Jun 30, 26

-190

0.00%

IAG Wealth Partners, LLC

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Global Wealth Strategies & Associates

Jun 30, 26

-228

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-5.39K

AQR CAPITAL MANAGEMENT LLC

Jun 30, 26

-4.83K

Private Advisor Group, LLC

Jun 30, 26

-8.72K

LeClair Wealth Partners LLC

Jun 30, 26

-7.12K

Summit Financial, LLC

Jun 30, 26

-8.81K

HFG Wealth Management, LLC

Jun 30, 26

-5.82K

BARCLAYS PLC

Jun 30, 26

-600

MONEY CONCEPTS CAPITAL CORP

Jun 30, 26

-12.90K

Whipplewood Advisors, LLC

Jun 30, 26

-893

WELLS FARGO & COMPANY/MN

Jun 30, 26

-6.54K

Pathstone Holdings, LLC

Jun 30, 26

-72.30K

CYPRESS FINANCIAL PLANNING LLC

Jun 30, 26

-5.45K

OLD MISSION CAPITAL LLC

Jun 30, 26

-5.86K

Financial Services Advisory Inc

Jun 30, 26

-28.76K

CITADEL ADVISORS LLC

Jun 30, 26

-15.04K

Caprock Group, LLC

Jun 30, 26

-11.95K

HRT FINANCIAL LP

Jun 30, 26

-7.63K

Geneos Wealth Management Inc.

Jun 30, 26

-2.42K

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Jun 30, 26

-8.66K

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Jun 30, 26

-31.81K

CI Private Wealth, LLC

Jun 30, 26

-9.27K

ALLIANCEBERNSTEIN L.P.

3.16M

Mar 31, 26

-107.94K

15.48%

CWM, LLC

249.50K

Mar 31, 26

-27.72K

1.22%

Brinker Capital Investments, LLC

186.89K

Mar 31, 26

-31.93K

0.92%

Beacon Pointe Advisors, LLC

167.70K

Mar 31, 26

+80.93K

0.82%

Talon Private Wealth, LLC

110.66K

Mar 31, 26

+110.66K

0.54%

CENTAURUS FINANCIAL, INC.

44.98K

Mar 31, 26

-598

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.77K

Mar 31, 26

+33.24K

0.22%

GILL CAPITAL PARTNERS, LLC

30.05K

Mar 31, 26

-368

0.15%

Kingsview Wealth Management, LLC

21.29K

Mar 31, 26

-1.07K

0.10%

Orion Capital Management LLC

19.76K

Mar 31, 26

+1.18K

0.10%

Catalina Capital Group, LLC

16.89K

Mar 31, 26

-4.10K

0.08%

Capstone Triton Financial Group, LLC

6.34K

Mar 31, 26

+6.34K

0.03%

SIGNET FINANCIAL MANAGEMENT, LLC

5.75K

Mar 31, 26

0.03%

Bernard Wealth Management Corp.

903

Mar 31, 26

-179

0.00%

Sunbelt Securities, Inc.

543

Mar 31, 26

0.00%

Anfield Capital Management, LLC

319

Mar 31, 26

0.00%

JDM Financial Group LLC

248

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-4.45K

Frisch Financial Group, Inc.

Mar 31, 26

-5.21K

Motiv8 Investments LLC

124.58K

Dec 31, 25

-39.67K

0.61%

Schulz Wealth, LTD.

12.50K

Dec 31, 25

-44

0.06%

Stuart Chaussee & Associates, Inc.

17.02K

Sep 30, 25

0.08%

Vishria Bird Financial Group, LLC

8.85K

Sep 30, 25

0.04%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-55.29K

AVANTAX ADVISORY SERVICES, INC.

43.21K

Jun 30, 25

+10

0.21%

Atria Wealth Solutions, Inc.

32.40K

Jun 30, 25

-8.28K

0.16%

SCHNIEDERS CAPITAL MANAGEMENT LLC

5.25K

Jun 30, 25

0.03%

Orion Portfolio Solutions, LLC

86.42K

Mar 31, 25

+30.41K

0.42%

Sugarloaf Wealth Management, LLC

18.61K

Dec 31, 24

0.09%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-4.96K

Raymond James Financial Services Advisors, Inc.

462.17K

Sep 30, 24

+112.15K

2.26%

RAYMOND JAMES & ASSOCIATES

10.29K

Sep 30, 24

+629

0.05%

Pillar Wealth Advisors, LLC

5.59K

Sep 30, 24

-37.61K

0.03%

SpiderRock Advisors, LLC

4.98K

Sep 30, 24

+4.98K

0.02%

Alera Investment Advisors, LLC

Sep 30, 24

-18.61K

Relative Value Partners Group, LLC

30.18K

Jun 30, 24

+30.18K

0.15%

BENJAMIN F. EDWARDS & COMPANY, INC.

23.11K

Jun 30, 24

0.11%

Epic Trust Investment Advisors, LLC

6.50K

Jun 30, 24

0.03%

Strategic Wealth Partners Group LLC

187.35K

Mar 31, 24

-13.40K

0.92%

Cetera Advisor Networks LLC

103.82K

Mar 31, 24

-8.07K

0.51%

Cetera Advisors LLC

98.97K

Mar 31, 24

-10.92K

0.48%

InterOcean Capital Group, LLC

53.57K

Mar 31, 24

-3.30K

0.26%

FOCUS FINANCIAL NETWORK INC /ADV

31.68K

Dec 31, 23

+31.68K

0.16%

Steward Financial Group LLC

136.37K

Sep 30, 23

+136.37K

0.67%

Wealth Management Solutions, LLC

13.59K

Sep 30, 23

0.07%

BEDEL FINANCIAL CONSULTING INC

13.09K

Sep 30, 23

+13.09K

0.06%

Sutton Wealth Advisors Inc.

12.48K

Sep 30, 23

+5.88K

0.06%

V Wealth Advisors LLC

Sep 30, 23

-6.23K

Financial Architects, Inc

20.79K

Jun 30, 23

+4.53K

0.10%

Cardinal Point Wealth Management Partners, LLC

43.06K

Mar 31, 23

+8.20K

0.21%

S.C. Financial Services, Inc.

11.30K

Dec 31, 22

-6.22K

0.06%

TRUSTCORE FINANCIAL SERVICES, LLC

11.03K

Dec 31, 22

-1.66K

0.05%

American Portfolios Advisors

53.53K

Sep 30, 22

+25.49K

0.26%

Covington Capital Management

1.32K

Sep 30, 22

+1.00K

0.01%

ACG Wealth

Sep 30, 22

-350

Dixon Hughes Goodman Wealth Advisors LLC

135.55K

Mar 31, 22

-337

0.66%

NEXT Financial Group, Inc

3.21K

Dec 31, 21

0.02%

Ameritas Investment Company, LLC

66.02K

Sep 30, 21

+66.02K

0.32%

Hochman Cole Investment Advisors, Inc.

15.81K

Sep 30, 21

+15.81K

0.08%

Hoover Financial Advisors, Inc.

54.24K

Jun 30, 21

+54.24K

0.27%

OLD MISSION CAPITAL, LLC

42.97K

Dec 31, 20

+42.97K

0.21%

Stearns Financial Services Group

15.49K

Sep 30, 20

+15.49K

0.08%

First Allied Advisory Services, Inc.

8.70K

Sep 30, 20

+8.70K

0.04%

Advisor Group, Inc.

115.94K

Dec 31, 19

-2.51K

0.57%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.10K

Dec 31, 19

+2.00K

0.03%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

48.03K

Sep 30, 19

+48.03K

0.24%