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

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

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$48.78—

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PJUL(PJUL)

PJUL

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

Institutional Ownership

Top 315 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.16M	Mar 31, 26	-107.94K	15.39%
Penserra Capital Management LLC	1.42M	Mar 31, 26	+80.33K	6.91%
COMMONWEALTH EQUITY SERVICES, LLC	699.93K	Mar 31, 26	-20.25K	3.41%
BLAIR WILLIAM & CO/IL	610.63K	Mar 31, 26	-23.58K	2.97%
ENVESTNET ASSET MANAGEMENT INC	456.10K	Mar 31, 26	+45.48K	2.22%
RAYMOND JAMES FINANCIAL INC	404.48K	Mar 31, 26	-27.53K	1.97%
HighTower Advisors, LLC	341.00K	Mar 31, 26	-5.70K	1.66%
ADVISOR GROUP HOLDINGS, INC.	322.13K	Mar 31, 26	-127.14K	1.57%
Colony Group, LLC	320.83K	Mar 31, 26	-45.62K	1.56%
Janney Montgomery Scott LLC	287.52K	Mar 31, 26	+8.47K	1.40%
Cetera Investment Advisers	272.67K	Mar 31, 26	-44.59K	1.33%
LPL Financial LLC	269.84K	Mar 31, 26	-41.45K	1.31%
CWM, LLC	249.50K	Mar 31, 26	-27.72K	1.22%
Pensionmark Financial Group, LLC	219.63K	Mar 31, 26	+14.59K	1.07%
Kestra Advisory Services, LLC	212.63K	Mar 31, 26	+6.28K	1.04%
CoreCap Advisors, LLC	190.10K	Mar 31, 26	-2.41K	0.93%
Brinker Capital Investments, LLC	186.89K	Mar 31, 26	-31.93K	0.91%
AA Financial Advisors, LLC	177.07K	Mar 31, 26	-3.88K	0.86%
Cambridge Investment Research Advisors, Inc.	173.47K	Mar 31, 26	-16.68K	0.84%
Beacon Pointe Advisors, LLC	167.70K	Mar 31, 26	+80.93K	0.82%
Southland Equity Partners LLC	149.47K	Mar 31, 26	-43	0.73%
MBL Wealth, LLC	148.45K	Mar 31, 26	-3.06K	0.72%
MML INVESTORS SERVICES, LLC	147.23K	Mar 31, 26	-46.30K	0.72%
TRUIST FINANCIAL CORP	146.53K	Mar 31, 26	-4.28K	0.71%
Triad Wealth Partners, LLC	142.28K	Mar 31, 26	+28.30K	0.69%
Horizon Investments, LLC	140.61K	Mar 31, 26	+80.70K	0.68%
Advisory Alpha, LLC	138.17K	Mar 31, 26	-742	0.67%
FORVIS Wealth Advisors, LLC	131.17K	Mar 31, 26	-28.03K	0.64%
Brookstone Capital Management	129.15K	Mar 31, 26	-18.49K	0.63%
Cresset Asset Management, LLC	125.79K	Mar 31, 26	+14.36K	0.61%
PRINCIPAL SECURITIES, INC.	125.07K	Mar 31, 26	-314	0.61%
Weaver Consulting Group	115.81K	Mar 31, 26	+2.20K	0.56%
Signal Advisors Wealth, LLC	112.22K	Mar 31, 26	+23.73K	0.55%
Talon Private Wealth, LLC	110.66K	Mar 31, 26	+110.66K	0.54%
Miracle Mile Advisors, LLC	92.71K	Mar 31, 26	-16.15K	0.45%
Vestmark Advisory Solutions, Inc.	89.94K	Mar 31, 26	+14.54K	0.44%
CRA Financial Services, LLC	82.70K	Mar 31, 26	-2.55K	0.40%
Resources Investment Advisors, LLC.	80.15K	Mar 31, 26	-1.87K	0.39%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	79.17K	Mar 31, 26	-459.67K	0.39%
McAdam, LLC	74.35K	Mar 31, 26	-32	0.36%
FOUNDERS FINANCIAL SECURITIES LLC	73.84K	Mar 31, 26	+11.25K	0.36%
Pathstone Holdings, LLC	72.30K	Mar 31, 26	-26.41K	0.35%
Patriot Financial Group Insurance Agency, LLC	72.04K	Mar 31, 26	+35.47K	0.35%
Farther Finance Advisors, LLC	70.35K	Mar 31, 26	-4.93K	0.34%
Certified Advisory Corp	70.12K	Mar 31, 26	-3.94K	0.34%
Straight Path Wealth Management	70.05K	Mar 31, 26	+440	0.34%
Elmwood Wealth Management, Inc.	64.35K	Mar 31, 26	+4.94K	0.31%
Global Strategic Investment Solutions, LLC	62.90K	Mar 31, 26	-56.87K	0.31%
Spire Wealth Management	61.11K	Mar 31, 26	-3	0.30%
Weaver Capital Management LLC	54.82K	Mar 31, 26	-520	0.27%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	53.92K	Mar 31, 26	-279	0.26%
Foundations Investment Advisors, LLC	51.98K	Mar 31, 26	-3.83K	0.25%
Sentinus, LLC	50.31K	Mar 31, 26	-1.15K	0.25%
CreativeOne Wealth, LLC	48.98K	Mar 31, 26	-1.49K	0.24%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	47.15K	Mar 31, 26	-115	0.23%
Bellwether Advisors, LLC	46.32K	Mar 31, 26	-9.01K	0.23%
BCS Wealth Management	46.21K	Mar 31, 26	-49.30K	0.23%
CENTAURUS FINANCIAL, INC.	44.98K	Mar 31, 26	-598	0.22%
WorthPointe, LLC	44.80K	Mar 31, 26	-8.42K	0.22%
KFG WEALTH MANAGEMENT, LLC	44.78K	Mar 31, 26	-5.15K	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.77K	Mar 31, 26	+33.24K	0.22%
Berkshire Money Management, Inc.	44.14K	Mar 31, 26	--	0.21%
Long Island Wealth Management, Inc.	44.06K	Mar 31, 26	-2.08K	0.21%
NewEdge Advisors, LLC	43.08K	Mar 31, 26	-462	0.21%
Capital Analysts, LLC	41.99K	Mar 31, 26	-497	0.20%
Jacobi Capital Management LLC	41.69K	Mar 31, 26	--	0.20%
Lakeridge Wealth Management LLC	41.39K	Mar 31, 26	-450	0.20%
Capital Square, LLC	41.30K	Mar 31, 26	-3.02K	0.20%
Outlook Wealth Advisors, LLC	40.78K	Mar 31, 26	--	0.20%
Atria Investments, Inc	39.84K	Mar 31, 26	+1.05K	0.19%
Fortune Financial Advisors, LLC	39.81K	Mar 31, 26	+39.81K	0.19%
HARBOUR INVESTMENTS, INC.	39.61K	Mar 31, 26	+30.51K	0.19%
IFP Advisors, Inc	39.56K	Mar 31, 26	-36.11K	0.19%
Trek Financial, LLC	38.24K	Mar 31, 26	-555	0.19%
Cypress Wealth Services, LLC	38.17K	Mar 31, 26	--	0.19%
Chicago Partners Investment Group LLC	37.56K	Mar 31, 26	-3.78K	0.18%
BENJAMIN EDWARDS INC	37.41K	Mar 31, 26	-942	0.18%
Wisconsin Wealth Advisors, LLC	36.82K	Mar 31, 26	--	0.18%
CAPTRUST FINANCIAL ADVISORS	36.65K	Mar 31, 26	-1.89K	0.18%
Diligent Investors, LLC	36.39K	Mar 31, 26	-505	0.18%
ARS Wealth Advisors Group, LLC	35.04K	Mar 31, 26	-2.50K	0.17%
AE Wealth Management LLC	34.24K	Mar 31, 26	-4.31K	0.17%
Vantage Point Financial LLC	33.95K	Mar 31, 26	+7.11K	0.17%
Cornerstone Planning Group LLC	33.20K	Mar 31, 26	--	0.16%
Compass Advisory Group LLC	32.23K	Mar 31, 26	-481.95K	0.16%
Keystone Wealth Services, LLC	32.16K	Mar 31, 26	+32.16K	0.16%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	31.81K	Mar 31, 26	-78	0.15%
STEPHENS INC /AR/	30.11K	Mar 31, 26	-322	0.15%
GILL CAPITAL PARTNERS, LLC	30.05K	Mar 31, 26	-368	0.15%
Ascent Wealth Partners, LLC	29.07K	Mar 31, 26	-7.35K	0.14%
Advisory Services Network, LLC	28.98K	Mar 31, 26	-1.04K	0.14%
Financial Services Advisory Inc	28.76K	Mar 31, 26	+28.76K	0.14%
WealthPlan Investment Management, LLC	28.29K	Mar 31, 26	+4.71K	0.14%
Mutual Advisors, LLC	27.09K	Mar 31, 26	-7.59K	0.13%
Bedel Financial Consulting, Inc.	26.79K	Mar 31, 26	-850	0.13%
Kearns & Associates LLC	25.75K	Mar 31, 26	--	0.13%
Merit Financial Group, LLC	25.55K	Mar 31, 26	+2.51K	0.12%
Stratos Wealth Advisors, LLC	25.44K	Mar 31, 26	-696	0.12%
Castle Rock Wealth Management, LLC	25.10K	Mar 31, 26	--	0.12%
Chris Bulman Inc	25.05K	Mar 31, 26	-2.91K	0.12%
FSA Advisors, Inc.	24.96K	Mar 31, 26	-226	0.12%
INDEPENDENT FINANCIAL GROUP, LLC	24.66K	Mar 31, 26	--	0.12%
ODonnell Financial Services, LLC	24.37K	Mar 31, 26	--	0.12%
Cerity Partners LLC	23.64K	Mar 31, 26	-673	0.12%
Global Assets Advisory, LLC	23.55K	Mar 31, 26	-275	0.11%
RFG Advisory, LLC	22.87K	Mar 31, 26	-838	0.11%
BROWN BROTHERS HARRIMAN & CO	22.46K	Mar 31, 26	--	0.11%
Wealth Alliance	22.24K	Mar 31, 26	-6.42K	0.11%
Prossimo Advisors, LLC	21.55K	Mar 31, 26	+21.55K	0.10%
Fragasso Group Inc.	21.53K	Mar 31, 26	+183	0.10%
Kingsview Wealth Management, LLC	21.29K	Mar 31, 26	-1.07K	0.10%
US BANCORP \DE\	21.09K	Mar 31, 26	--	0.10%
Continuum Advisory, LLC	20.35K	Mar 31, 26	-1.29K	0.10%
Orion Capital Management LLC	19.76K	Mar 31, 26	+1.18K	0.10%
Dynamic Advisor Solutions LLC	19.73K	Mar 31, 26	+4.71K	0.10%
FIDUCIARY FINANCIAL GROUP, LLC	19.34K	Mar 31, 26	--	0.09%
Sigma Planning Corp	19.14K	Mar 31, 26	-204	0.09%
Cardinal Point Capital Management, ULC	18.41K	Mar 31, 26	-1.07K	0.09%
Creative Planning	18.32K	Mar 31, 26	+18.32K	0.09%
Nikulski Financial, Inc.	17.24K	Mar 31, 26	-50	0.08%
ATTICUS WEALTH MANAGEMENT, LLC	17.19K	Mar 31, 26	-2.00K	0.08%
Catalina Capital Group, LLC	16.89K	Mar 31, 26	-4.10K	0.08%
Lido Advisors, LLC	16.81K	Mar 31, 26	--	0.08%
MERCER GLOBAL ADVISORS INC /ADV	16.79K	Mar 31, 26	-8.85K	0.08%
Encompass More Asset Management	16.79K	Mar 31, 26	-29.71K	0.08%
Wood Tarver Financial Group, LLC	16.51K	Mar 31, 26	-190	0.08%
City Center Advisors, LLC	16.50K	Mar 31, 26	+214	0.08%
BIP Wealth, LLC	16.02K	Mar 31, 26	-125	0.08%
Steward Partners Investment Advisory, LLC	15.45K	Mar 31, 26	-50	0.08%
BECK CAPITAL MANAGEMENT, LLC	15.34K	Mar 31, 26	-712	0.07%
CITADEL ADVISORS LLC	15.04K	Mar 31, 26	+1.10K	0.07%
Per Stirling Capital Management, LLC.	14.85K	Mar 31, 26	-214	0.07%
GLENMEDE TRUST CO NA	14.53K	Mar 31, 26	+14.53K	0.07%
DHJJ Financial Advisors, Ltd.	14.34K	Mar 31, 26	--	0.07%
MAI Capital Management	13.91K	Mar 31, 26	-1.00K	0.07%
Jessup Wealth Management, Inc	13.82K	Mar 31, 26	-1.76K	0.07%
CREATIVE FINANCIAL DESIGNS INC /ADV	13.64K	Mar 31, 26	-340	0.07%
Quest 10 Wealth Builders, Inc.	13.48K	Mar 31, 26	-295	0.07%
MONEY CONCEPTS CAPITAL CORP	12.90K	Mar 31, 26	--	0.06%
ALTFEST L J & CO INC	12.76K	Mar 31, 26	--	0.06%
Lineweaver Wealth Advisors, LLC	12.68K	Mar 31, 26	--	0.06%
Focus Financial Network, Inc.	12.56K	Mar 31, 26	-1.95K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	12.21K	Mar 31, 26	--	0.06%
XML Financial, LLC	12.17K	Mar 31, 26	-2.46K	0.06%
WealthPLAN Partners, LLC	12.02K	Mar 31, 26	+1.57K	0.06%
RETIREMENT INCOME SOLUTIONS, INC	12.01K	Mar 31, 26	--	0.06%
Caprock Group, LLC	11.95K	Mar 31, 26	+2.19K	0.06%
CORRADO ADVISORS, LLC	11.34K	Mar 31, 26	--	0.06%
Dakota Wealth Management	11.24K	Mar 31, 26	--	0.05%
Alliance Wealth Advisors, LLC	11.20K	Mar 31, 26	--	0.05%
Pinnacle Wealth Management Group, Inc.	11.08K	Mar 31, 26	-860	0.05%
Sovran Advisors, LLC	10.60K	Mar 31, 26	--	0.05%
Belpointe Asset Management LLC	10.35K	Mar 31, 26	--	0.05%
Neuberger Berman Group LLC	10.16K	Mar 31, 26	--	0.05%
GenTrust, LLC	10.16K	Mar 31, 26	--	0.05%
Arkadios Wealth Advisors	9.98K	Mar 31, 26	+9.98K	0.05%
LaSalle St. Investment Advisors, LLC	9.85K	Mar 31, 26	+979	0.05%
PFG Advisors	9.67K	Mar 31, 26	-31.50K	0.05%
CI Private Wealth, LLC	9.27K	Mar 31, 26	--	0.05%
Allworth Financial LP	9.17K	Mar 31, 26	-6	0.04%
YARGER WEALTH STRATEGIES, LLC	8.82K	Mar 31, 26	-379	0.04%
Summit Financial, LLC	8.81K	Mar 31, 26	+8.81K	0.04%
Private Advisor Group, LLC	8.72K	Mar 31, 26	+8.72K	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8.66K	Mar 31, 26	-466	0.04%
Tradition Wealth Management, LLC	8.56K	Mar 31, 26	-577	0.04%
Three Seasons Wealth, LLC	8.37K	Mar 31, 26	-370	0.04%
RIVERCHASE WEALTH MANAGEMENT, LLC	8.26K	Mar 31, 26	-1.63K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.09K	Mar 31, 26	+8.09K	0.04%
Phoenix Holdings Ltd.	8.05K	Mar 31, 26	--	0.04%
Advisor OS, LLC	8.03K	Mar 31, 26	+8.03K	0.04%
HRT FINANCIAL LP	7.63K	Mar 31, 26	+7.63K	0.04%
Michels Family Financial, LLC	7.60K	Mar 31, 26	--	0.04%
Concurrent Investment Advisors, LLC	7.51K	Mar 31, 26	-109	0.04%
Koshinski Asset Management, Inc.	7.49K	Mar 31, 26	--	0.04%
Annis Gardner Whiting Capital Advisors, LLC	7.30K	Mar 31, 26	--	0.04%
Integrated Wealth Concepts LLC	7.21K	Mar 31, 26	+7.21K	0.04%
RETIREMENT GUYS FORMULA LLC	7.16K	Mar 31, 26	--	0.03%
LeClair Wealth Partners LLC	7.12K	Mar 31, 26	+7.12K	0.03%
SRS Capital Advisors, Inc.	6.99K	Mar 31, 26	--	0.03%
Retirement Planning Group	6.93K	Mar 31, 26	--	0.03%
Inspire Advisors, LLC	6.67K	Mar 31, 26	+6.67K	0.03%
WELLS FARGO & COMPANY/MN	6.54K	Mar 31, 26	+24	0.03%
Ashton Thomas Private Wealth, LLC	6.53K	Mar 31, 26	-5	0.03%
BROWN WEALTH MANAGEMENT, LLC	6.38K	Mar 31, 26	--	0.03%
Galvin, Gaustad & Stein, LLC	6.35K	Mar 31, 26	-2.37K	0.03%
Capstone Triton Financial Group, LLC	6.34K	Mar 31, 26	+6.34K	0.03%
Delta Investment Management, LLC	6.15K	Mar 31, 26	-5.36K	0.03%
Financial Network Wealth Advisors LLC	5.99K	Mar 31, 26	-192	0.03%
Cornerstone Wealth Group, LLC	5.95K	Mar 31, 26	-1.70K	0.03%
OLD MISSION CAPITAL LLC	5.86K	Mar 31, 26	-33.99K	0.03%
Sequoia Financial Advisors, LLC	5.86K	Mar 31, 26	-85	0.03%
NorthCrest Asset Manangement, LLC	5.84K	Mar 31, 26	-2.48K	0.03%
Ausdal Financial Partners, Inc.	5.83K	Mar 31, 26	+193	0.03%
HFG Wealth Management, LLC	5.82K	Mar 31, 26	-965	0.03%
MGO ONE SEVEN LLC	5.76K	Mar 31, 26	-4.55K	0.03%
SIGNET FINANCIAL MANAGEMENT, LLC	5.75K	Mar 31, 26	--	0.03%
Sequent Planning LLC	5.67K	Mar 31, 26	-25	0.03%
CITY HOLDING CO	5.59K	Mar 31, 26	+15	0.03%
Buska Wealth Management, LLC	5.57K	Mar 31, 26	-683	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.51K	Mar 31, 26	-90	0.03%
Clearstead Advisors, LLC	5.48K	Mar 31, 26	--	0.03%
CYPRESS FINANCIAL PLANNING LLC	5.45K	Mar 31, 26	-5.34K	0.03%
IHT Wealth Management, LLC	5.43K	Mar 31, 26	--	0.03%
Cape Investment Advisory, Inc.	5.40K	Mar 31, 26	--	0.03%
KMG FIDUCIARY PARTNERS, LLC	5.39K	Mar 31, 26	--	0.03%
Goldstein Advisors, LLC	5.36K	Mar 31, 26	--	0.03%
Visionary Wealth Advisors	5.32K	Mar 31, 26	--	0.03%
Clay Northam Wealth Management, LLC	5.31K	Mar 31, 26	--	0.03%
Advance Capital Management, Inc.	5.11K	Mar 31, 26	--	0.02%
INTEGRAL INVESTMENT ADVISORS, INC.	5.08K	Mar 31, 26	--	0.02%
BridgePort Financial Solutions, LLC	4.96K	Mar 31, 26	+4.96K	0.02%
Blue Sky Capital Consultants Group, Inc.	4.86K	Mar 31, 26	-361	0.02%
SAGESPRING WEALTH PARTNERS, LLC	4.86K	Mar 31, 26	-11	0.02%
AQR CAPITAL MANAGEMENT LLC	4.83K	Mar 31, 26	+4.83K	0.02%
Advyzon Investment Management, LLC	4.82K	Mar 31, 26	-340	0.02%
WealthShield Partners, LLC	4.50K	Mar 31, 26	--	0.02%
AdvisorNet Financial, Inc	4.46K	Mar 31, 26	--	0.02%
Avantax Planning Partners, Inc.	4.43K	Mar 31, 26	--	0.02%
NBT BANK N A /NY	3.99K	Mar 31, 26	--	0.02%
SIGNATUREFD, LLC	3.24K	Mar 31, 26	--	0.02%
Capital Investment Advisory Services, LLC	2.64K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	2.42K	Mar 31, 26	--	0.01%
PFS Partners, LLC	2.14K	Mar 31, 26	-15	0.01%
JPMORGAN CHASE & CO	2.12K	Mar 31, 26	-173	0.01%
Wagner Wealth Management, LLC	2.00K	Mar 31, 26	--	0.01%
AlphaCore Capital LLC	1.90K	Mar 31, 26	--	0.01%
Comprehensive Financial Planning, Inc./PA	1.66K	Mar 31, 26	-42	0.01%
Integrity Financial Corp /WA	1.45K	Mar 31, 26	-1.69K	0.01%
CHAPMAN FINANCIAL GROUP, LLC	1.20K	Mar 31, 26	-3.29K	0.01%
EverSource Wealth Advisors, LLC	939	Mar 31, 26	-4.96K	0.00%
Bernard Wealth Management Corp.	903	Mar 31, 26	-179	0.00%
Whipplewood Advisors, LLC	893	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	615	Mar 31, 26	--	0.00%
BARCLAYS PLC	600	Mar 31, 26	-517	0.00%
MORGAN STANLEY	583	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	551	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	543	Mar 31, 26	--	0.00%
Archer Investment Corp	495	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	319	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	299	Mar 31, 26	+299	0.00%
JDM Financial Group LLC	248	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	228	Mar 31, 26	--	0.00%
Larson Financial Group LLC	190	Mar 31, 26	--	0.00%
IAG Wealth Partners, LLC	74	Mar 31, 26	+74	0.00%
ASSETMARK, INC	35	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	27	Mar 31, 26	--	0.00%
HBW Advisory Services LLC	--	Mar 31, 26	-24.52K	--
Parallel Advisors, LLC	--	Mar 31, 26	-1.39K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-8.07K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-8.90K	--
Stirlingshire Investments, Inc.	--	Mar 31, 26	-4.87K	--
WPWealth LLP	--	Mar 31, 26	-41.00K	--
Mariner, LLC	--	Mar 31, 26	-11.67K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-7.92K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-4.45K	--
MITCHELL CAPITAL MANAGEMENT CO	--	Mar 31, 26	-5.90K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-8.03K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-1.78K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-14.52K	--
GTS SECURITIES LLC	--	Mar 31, 26	-22.52K	--
Compass Financial Services Inc	--	Mar 31, 26	-841	--
Frisch Financial Group, Inc.	--	Mar 31, 26	-5.21K	--
Waterloo Capital, L.P.	--	Mar 31, 26	-4.54K	--
AlphaStar Capital Management, LLC	--	Mar 31, 26	-23.67K	--
UBS Group AG	--	Mar 31, 26	-1.18K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-7.27K	--
Motiv8 Investments LLC	124.58K	Dec 31, 25	-39.67K	0.61%
SageView Advisory Group, LLC	13.88K	Dec 31, 25	-167.99K	0.07%
Schulz Wealth, LTD.	12.50K	Dec 31, 25	-44	0.06%
Global Retirement Partners, LLC	150	Dec 31, 25	--	0.00%
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	2.25%
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	0.91%
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	0.15%
Steward Financial Group LLC	136.37K	Sep 30, 23	+136.37K	0.66%
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	0.26%
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	0.56%
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	0.23%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.16M

Mar 31, 26

-107.94K

15.39%

Penserra Capital Management LLC

1.42M

Mar 31, 26

+80.33K

6.91%

COMMONWEALTH EQUITY SERVICES, LLC

699.93K

Mar 31, 26

-20.25K

3.41%

BLAIR WILLIAM & CO/IL

610.63K

Mar 31, 26

-23.58K

2.97%

ENVESTNET ASSET MANAGEMENT INC

456.10K

Mar 31, 26

+45.48K

2.22%

RAYMOND JAMES FINANCIAL INC

404.48K

Mar 31, 26

-27.53K

1.97%

HighTower Advisors, LLC

341.00K

Mar 31, 26

-5.70K

1.66%

ADVISOR GROUP HOLDINGS, INC.

322.13K

Mar 31, 26

-127.14K

1.57%

Colony Group, LLC

320.83K

Mar 31, 26

-45.62K

1.56%

Janney Montgomery Scott LLC

287.52K

Mar 31, 26

+8.47K

1.40%

Cetera Investment Advisers

272.67K

Mar 31, 26

-44.59K

1.33%

LPL Financial LLC

269.84K

Mar 31, 26

-41.45K

1.31%

CWM, LLC

249.50K

Mar 31, 26

-27.72K

1.22%

Pensionmark Financial Group, LLC

219.63K

Mar 31, 26

+14.59K

1.07%

Kestra Advisory Services, LLC

212.63K

Mar 31, 26

+6.28K

1.04%

CoreCap Advisors, LLC

190.10K

Mar 31, 26

-2.41K

0.93%

Brinker Capital Investments, LLC

186.89K

Mar 31, 26

-31.93K

0.91%

AA Financial Advisors, LLC

177.07K

Mar 31, 26

-3.88K

0.86%

Cambridge Investment Research Advisors, Inc.

173.47K

Mar 31, 26

-16.68K

0.84%

Beacon Pointe Advisors, LLC

167.70K

Mar 31, 26

+80.93K

0.82%

Southland Equity Partners LLC

149.47K

Mar 31, 26

-43

0.73%

MBL Wealth, LLC

148.45K

Mar 31, 26

-3.06K

0.72%

MML INVESTORS SERVICES, LLC

147.23K

Mar 31, 26

-46.30K

0.72%

TRUIST FINANCIAL CORP

146.53K

Mar 31, 26

-4.28K

0.71%

Triad Wealth Partners, LLC

142.28K

Mar 31, 26

+28.30K

0.69%

Horizon Investments, LLC

140.61K

Mar 31, 26

+80.70K

0.68%

Advisory Alpha, LLC

138.17K

Mar 31, 26

-742

0.67%

FORVIS Wealth Advisors, LLC

131.17K

Mar 31, 26

-28.03K

0.64%

Brookstone Capital Management

129.15K

Mar 31, 26

-18.49K

0.63%

Cresset Asset Management, LLC

125.79K

Mar 31, 26

+14.36K

0.61%

PRINCIPAL SECURITIES, INC.

125.07K

Mar 31, 26

-314

0.61%

Weaver Consulting Group

115.81K

Mar 31, 26

+2.20K

0.56%

Signal Advisors Wealth, LLC

112.22K

Mar 31, 26

+23.73K

0.55%

Talon Private Wealth, LLC

110.66K

Mar 31, 26

+110.66K

0.54%

Miracle Mile Advisors, LLC

92.71K

Mar 31, 26

-16.15K

0.45%

Vestmark Advisory Solutions, Inc.

89.94K

Mar 31, 26

+14.54K

0.44%

CRA Financial Services, LLC

82.70K

Mar 31, 26

-2.55K

0.40%

Resources Investment Advisors, LLC.

80.15K

Mar 31, 26

-1.87K

0.39%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

79.17K

Mar 31, 26

-459.67K

0.39%

McAdam, LLC

74.35K

Mar 31, 26

-32

0.36%

FOUNDERS FINANCIAL SECURITIES LLC

73.84K

Mar 31, 26

+11.25K

0.36%

Pathstone Holdings, LLC

72.30K

Mar 31, 26

-26.41K

0.35%

Patriot Financial Group Insurance Agency, LLC

72.04K

Mar 31, 26

+35.47K

0.35%

Farther Finance Advisors, LLC

70.35K

Mar 31, 26

-4.93K

0.34%

Certified Advisory Corp

70.12K

Mar 31, 26

-3.94K

0.34%

Straight Path Wealth Management

70.05K

Mar 31, 26

+440

0.34%

Elmwood Wealth Management, Inc.

64.35K

Mar 31, 26

+4.94K

0.31%

Global Strategic Investment Solutions, LLC

62.90K

Mar 31, 26

-56.87K

0.31%

Spire Wealth Management

61.11K

Mar 31, 26

-3

0.30%

Weaver Capital Management LLC

54.82K

Mar 31, 26

-520

0.27%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

53.92K

Mar 31, 26

-279

0.26%

Foundations Investment Advisors, LLC

51.98K

Mar 31, 26

-3.83K

0.25%

Sentinus, LLC

50.31K

Mar 31, 26

-1.15K

0.25%

CreativeOne Wealth, LLC

48.98K

Mar 31, 26

-1.49K

0.24%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

47.15K

Mar 31, 26

-115

0.23%

Bellwether Advisors, LLC

46.32K

Mar 31, 26

-9.01K

0.23%

BCS Wealth Management

46.21K

Mar 31, 26

-49.30K

0.23%

CENTAURUS FINANCIAL, INC.

44.98K

Mar 31, 26

-598

0.22%

WorthPointe, LLC

44.80K

Mar 31, 26

-8.42K

0.22%

KFG WEALTH MANAGEMENT, LLC

44.78K

Mar 31, 26

-5.15K

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.77K

Mar 31, 26

+33.24K

0.22%

Berkshire Money Management, Inc.

44.14K

Mar 31, 26

0.21%

Long Island Wealth Management, Inc.

44.06K

Mar 31, 26

-2.08K

0.21%

NewEdge Advisors, LLC

43.08K

Mar 31, 26

-462

0.21%

Capital Analysts, LLC

41.99K

Mar 31, 26

-497

0.20%

Jacobi Capital Management LLC

41.69K

Mar 31, 26

0.20%

Lakeridge Wealth Management LLC

41.39K

Mar 31, 26

-450

0.20%

Capital Square, LLC

41.30K

Mar 31, 26

-3.02K

0.20%

Outlook Wealth Advisors, LLC

40.78K

Mar 31, 26

0.20%

Atria Investments, Inc

39.84K

Mar 31, 26

+1.05K

0.19%

Fortune Financial Advisors, LLC

39.81K

Mar 31, 26

+39.81K

0.19%

HARBOUR INVESTMENTS, INC.

39.61K

Mar 31, 26

+30.51K

0.19%

IFP Advisors, Inc

39.56K

Mar 31, 26

-36.11K

0.19%

Trek Financial, LLC

38.24K

Mar 31, 26

-555

0.19%

Cypress Wealth Services, LLC

38.17K

Mar 31, 26

0.19%

Chicago Partners Investment Group LLC

37.56K

Mar 31, 26

-3.78K

0.18%

BENJAMIN EDWARDS INC

37.41K

Mar 31, 26

-942

0.18%

Wisconsin Wealth Advisors, LLC

36.82K

Mar 31, 26

0.18%

CAPTRUST FINANCIAL ADVISORS

36.65K

Mar 31, 26

-1.89K

0.18%

Diligent Investors, LLC

36.39K

Mar 31, 26

-505

0.18%

ARS Wealth Advisors Group, LLC

35.04K

Mar 31, 26

-2.50K

0.17%

AE Wealth Management LLC

34.24K

Mar 31, 26

-4.31K

0.17%

Vantage Point Financial LLC

33.95K

Mar 31, 26

+7.11K

0.17%

Cornerstone Planning Group LLC

33.20K

Mar 31, 26

0.16%

Compass Advisory Group LLC

32.23K

Mar 31, 26

-481.95K

0.16%

Keystone Wealth Services, LLC

32.16K

Mar 31, 26

+32.16K

0.16%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

31.81K

Mar 31, 26

-78

0.15%

STEPHENS INC /AR/

30.11K

Mar 31, 26

-322

0.15%

GILL CAPITAL PARTNERS, LLC

30.05K

Mar 31, 26

-368

0.15%

Ascent Wealth Partners, LLC

29.07K

Mar 31, 26

-7.35K

0.14%

Advisory Services Network, LLC

28.98K

Mar 31, 26

-1.04K

0.14%

Financial Services Advisory Inc

28.76K

Mar 31, 26

+28.76K

0.14%

WealthPlan Investment Management, LLC

28.29K

Mar 31, 26

+4.71K

0.14%

Mutual Advisors, LLC

27.09K

Mar 31, 26

-7.59K

0.13%

Bedel Financial Consulting, Inc.

26.79K

Mar 31, 26

-850

0.13%

Kearns & Associates LLC

25.75K

Mar 31, 26

0.13%

Merit Financial Group, LLC

25.55K

Mar 31, 26

+2.51K

0.12%

Stratos Wealth Advisors, LLC

25.44K

Mar 31, 26

-696

0.12%

Castle Rock Wealth Management, LLC

25.10K

Mar 31, 26

0.12%

Chris Bulman Inc

25.05K

Mar 31, 26

-2.91K

0.12%

FSA Advisors, Inc.

24.96K

Mar 31, 26

-226

0.12%

INDEPENDENT FINANCIAL GROUP, LLC

24.66K

Mar 31, 26

0.12%

ODonnell Financial Services, LLC

24.37K

Mar 31, 26

0.12%

Cerity Partners LLC

23.64K

Mar 31, 26

-673

0.12%

Global Assets Advisory, LLC

23.55K

Mar 31, 26

-275

0.11%

RFG Advisory, LLC

22.87K

Mar 31, 26

-838

0.11%

BROWN BROTHERS HARRIMAN & CO

22.46K

Mar 31, 26

0.11%

Wealth Alliance

22.24K

Mar 31, 26

-6.42K

0.11%

Prossimo Advisors, LLC

21.55K

Mar 31, 26

+21.55K

0.10%

Fragasso Group Inc.

21.53K

Mar 31, 26

+183

0.10%

Kingsview Wealth Management, LLC

21.29K

Mar 31, 26

-1.07K

0.10%

US BANCORP \DE\

21.09K

Mar 31, 26

0.10%

Continuum Advisory, LLC

20.35K

Mar 31, 26

-1.29K

0.10%

Orion Capital Management LLC

19.76K

Mar 31, 26

+1.18K

0.10%

Dynamic Advisor Solutions LLC

19.73K

Mar 31, 26

+4.71K

0.10%

FIDUCIARY FINANCIAL GROUP, LLC

19.34K

Mar 31, 26

0.09%

Sigma Planning Corp

19.14K

Mar 31, 26

-204

0.09%

Cardinal Point Capital Management, ULC

18.41K

Mar 31, 26

-1.07K

0.09%

Creative Planning

18.32K

Mar 31, 26

+18.32K

0.09%

Nikulski Financial, Inc.

17.24K

Mar 31, 26

-50

0.08%

ATTICUS WEALTH MANAGEMENT, LLC

17.19K

Mar 31, 26

-2.00K

0.08%

Catalina Capital Group, LLC

16.89K

Mar 31, 26

-4.10K

0.08%

Lido Advisors, LLC

16.81K

Mar 31, 26

0.08%

MERCER GLOBAL ADVISORS INC /ADV

16.79K

Mar 31, 26

-8.85K

0.08%

Encompass More Asset Management

16.79K

Mar 31, 26

-29.71K

0.08%

Wood Tarver Financial Group, LLC

16.51K

Mar 31, 26

-190

0.08%

City Center Advisors, LLC

16.50K

Mar 31, 26

+214

0.08%

BIP Wealth, LLC

16.02K

Mar 31, 26

-125

0.08%

Steward Partners Investment Advisory, LLC

15.45K

Mar 31, 26

-50

0.08%

BECK CAPITAL MANAGEMENT, LLC

15.34K

Mar 31, 26

-712

0.07%

CITADEL ADVISORS LLC

15.04K

Mar 31, 26

+1.10K

0.07%

Per Stirling Capital Management, LLC.

14.85K

Mar 31, 26

-214

0.07%

GLENMEDE TRUST CO NA

14.53K

Mar 31, 26

+14.53K

0.07%

DHJJ Financial Advisors, Ltd.

14.34K

Mar 31, 26

0.07%

MAI Capital Management

13.91K

Mar 31, 26

-1.00K

0.07%

Jessup Wealth Management, Inc

13.82K

Mar 31, 26

-1.76K

0.07%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.64K

Mar 31, 26

-340

0.07%

Quest 10 Wealth Builders, Inc.

13.48K

Mar 31, 26

-295

0.07%

MONEY CONCEPTS CAPITAL CORP

12.90K

Mar 31, 26

0.06%

ALTFEST L J & CO INC

12.76K

Mar 31, 26

0.06%

Lineweaver Wealth Advisors, LLC

12.68K

Mar 31, 26

0.06%

Focus Financial Network, Inc.

12.56K

Mar 31, 26

-1.95K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

12.21K

Mar 31, 26

0.06%

XML Financial, LLC

12.17K

Mar 31, 26

-2.46K

0.06%

WealthPLAN Partners, LLC

12.02K

Mar 31, 26

+1.57K

0.06%

RETIREMENT INCOME SOLUTIONS, INC

12.01K

Mar 31, 26

0.06%

Caprock Group, LLC

11.95K

Mar 31, 26

+2.19K

0.06%

CORRADO ADVISORS, LLC

11.34K

Mar 31, 26

0.06%

Dakota Wealth Management

11.24K

Mar 31, 26

0.05%

Alliance Wealth Advisors, LLC

11.20K

Mar 31, 26

0.05%

Pinnacle Wealth Management Group, Inc.

11.08K

Mar 31, 26

-860

0.05%

Sovran Advisors, LLC

10.60K

Mar 31, 26

0.05%

Belpointe Asset Management LLC

10.35K

Mar 31, 26

0.05%

Neuberger Berman Group LLC

10.16K

Mar 31, 26

0.05%

GenTrust, LLC

10.16K

Mar 31, 26

0.05%

Arkadios Wealth Advisors

9.98K

Mar 31, 26

+9.98K

0.05%

LaSalle St. Investment Advisors, LLC

9.85K

Mar 31, 26

+979

0.05%

PFG Advisors

9.67K

Mar 31, 26

-31.50K

0.05%

CI Private Wealth, LLC

9.27K

Mar 31, 26

0.05%

Allworth Financial LP

9.17K

Mar 31, 26

-6

0.04%

YARGER WEALTH STRATEGIES, LLC

8.82K

Mar 31, 26

-379

0.04%

Summit Financial, LLC

8.81K

Mar 31, 26

+8.81K

0.04%

Private Advisor Group, LLC

8.72K

Mar 31, 26

+8.72K

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.66K

Mar 31, 26

-466

0.04%

Tradition Wealth Management, LLC

8.56K

Mar 31, 26

-577

0.04%

Three Seasons Wealth, LLC

8.37K

Mar 31, 26

-370

0.04%

RIVERCHASE WEALTH MANAGEMENT, LLC

8.26K

Mar 31, 26

-1.63K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.09K

Mar 31, 26

+8.09K

0.04%

Phoenix Holdings Ltd.

8.05K

Mar 31, 26

0.04%

Advisor OS, LLC

8.03K

Mar 31, 26

+8.03K

0.04%

HRT FINANCIAL LP

7.63K

Mar 31, 26

+7.63K

0.04%

Michels Family Financial, LLC

7.60K

Mar 31, 26

0.04%

Concurrent Investment Advisors, LLC

7.51K

Mar 31, 26

-109

0.04%

Koshinski Asset Management, Inc.

7.49K

Mar 31, 26

0.04%

Annis Gardner Whiting Capital Advisors, LLC

7.30K

Mar 31, 26

0.04%

Integrated Wealth Concepts LLC

7.21K

Mar 31, 26

+7.21K

0.04%

RETIREMENT GUYS FORMULA LLC

7.16K

Mar 31, 26

0.03%

LeClair Wealth Partners LLC

7.12K

Mar 31, 26

+7.12K

0.03%

SRS Capital Advisors, Inc.

6.99K

Mar 31, 26

0.03%

Retirement Planning Group

6.93K

Mar 31, 26

0.03%

Inspire Advisors, LLC

6.67K

Mar 31, 26

+6.67K

0.03%

WELLS FARGO & COMPANY/MN

6.54K

Mar 31, 26

+24

0.03%

Ashton Thomas Private Wealth, LLC

6.53K

Mar 31, 26

-5

0.03%

BROWN WEALTH MANAGEMENT, LLC

6.38K

Mar 31, 26

0.03%

Galvin, Gaustad & Stein, LLC

6.35K

Mar 31, 26

-2.37K

0.03%

Capstone Triton Financial Group, LLC

6.34K

Mar 31, 26

+6.34K

0.03%

Delta Investment Management, LLC

6.15K

Mar 31, 26

-5.36K

0.03%

Financial Network Wealth Advisors LLC

5.99K

Mar 31, 26

-192

0.03%

Cornerstone Wealth Group, LLC

5.95K

Mar 31, 26

-1.70K

0.03%

OLD MISSION CAPITAL LLC

5.86K

Mar 31, 26

-33.99K

0.03%

Sequoia Financial Advisors, LLC

5.86K

Mar 31, 26

-85

0.03%

NorthCrest Asset Manangement, LLC

5.84K

Mar 31, 26

-2.48K

0.03%

Ausdal Financial Partners, Inc.

5.83K

Mar 31, 26

+193

0.03%

HFG Wealth Management, LLC

5.82K

Mar 31, 26

-965

0.03%

MGO ONE SEVEN LLC

5.76K

Mar 31, 26

-4.55K

0.03%

SIGNET FINANCIAL MANAGEMENT, LLC

5.75K

Mar 31, 26

0.03%

Sequent Planning LLC

5.67K

Mar 31, 26

-25

0.03%

CITY HOLDING CO

5.59K

Mar 31, 26

+15

0.03%

Buska Wealth Management, LLC

5.57K

Mar 31, 26

-683

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.51K

Mar 31, 26

-90

0.03%

Clearstead Advisors, LLC

5.48K

Mar 31, 26

0.03%

CYPRESS FINANCIAL PLANNING LLC

5.45K

Mar 31, 26

-5.34K

0.03%

IHT Wealth Management, LLC

5.43K

Mar 31, 26

0.03%

Cape Investment Advisory, Inc.

5.40K

Mar 31, 26

0.03%

KMG FIDUCIARY PARTNERS, LLC

5.39K

Mar 31, 26

0.03%

Goldstein Advisors, LLC

5.36K

Mar 31, 26

0.03%

Visionary Wealth Advisors

5.32K

Mar 31, 26

0.03%

Clay Northam Wealth Management, LLC

5.31K

Mar 31, 26

0.03%

Advance Capital Management, Inc.

5.11K

Mar 31, 26

0.02%

INTEGRAL INVESTMENT ADVISORS, INC.

5.08K

Mar 31, 26

0.02%

BridgePort Financial Solutions, LLC

4.96K

Mar 31, 26

+4.96K

0.02%

Blue Sky Capital Consultants Group, Inc.

4.86K

Mar 31, 26

-361

0.02%

SAGESPRING WEALTH PARTNERS, LLC

4.86K

Mar 31, 26

-11

0.02%

AQR CAPITAL MANAGEMENT LLC

4.83K

Mar 31, 26

+4.83K

0.02%

Advyzon Investment Management, LLC

4.82K

Mar 31, 26

-340

0.02%

WealthShield Partners, LLC

4.50K

Mar 31, 26

0.02%

AdvisorNet Financial, Inc

4.46K

Mar 31, 26

0.02%

Avantax Planning Partners, Inc.

4.43K

Mar 31, 26

0.02%

NBT BANK N A /NY

3.99K

Mar 31, 26

0.02%

SIGNATUREFD, LLC

3.24K

Mar 31, 26

0.02%

Capital Investment Advisory Services, LLC

2.64K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

2.42K

Mar 31, 26

0.01%

PFS Partners, LLC

2.14K

Mar 31, 26

-15

0.01%

JPMORGAN CHASE & CO

2.12K

Mar 31, 26

-173

0.01%

Wagner Wealth Management, LLC

2.00K

Mar 31, 26

0.01%

AlphaCore Capital LLC

1.90K

Mar 31, 26

0.01%

Comprehensive Financial Planning, Inc./PA

1.66K

Mar 31, 26

-42

0.01%

Integrity Financial Corp /WA

1.45K

Mar 31, 26

-1.69K

0.01%

CHAPMAN FINANCIAL GROUP, LLC

1.20K

Mar 31, 26

-3.29K

0.01%

EverSource Wealth Advisors, LLC

939

Mar 31, 26

-4.96K

0.00%

Bernard Wealth Management Corp.

903

Mar 31, 26

-179

0.00%

Whipplewood Advisors, LLC

893

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

615

Mar 31, 26

0.00%

BARCLAYS PLC

600

Mar 31, 26

-517

0.00%

MORGAN STANLEY

583

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

551

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

543

Mar 31, 26

0.00%

Archer Investment Corp

495

Mar 31, 26

0.00%

Anfield Capital Management, LLC

319

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

299

Mar 31, 26

+299

0.00%

JDM Financial Group LLC

248

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

228

Mar 31, 26

0.00%

Larson Financial Group LLC

190

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

Mar 31, 26

+74

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

HBW Advisory Services LLC

Mar 31, 26

-24.52K

Parallel Advisors, LLC

Mar 31, 26

-1.39K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-8.07K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-8.90K

Stirlingshire Investments, Inc.

Mar 31, 26

-4.87K

WPWealth LLP

Mar 31, 26

-41.00K

Mariner, LLC

Mar 31, 26

-11.67K

Diversify Advisory Services, LLC

Mar 31, 26

-7.92K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-4.45K

MITCHELL CAPITAL MANAGEMENT CO

Mar 31, 26

-5.90K

Arete Wealth Advisors, LLC

Mar 31, 26

-8.03K

OPTIMA CAPITAL LLC

Mar 31, 26

-1.78K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-14.52K

GTS SECURITIES LLC

Mar 31, 26

-22.52K

Compass Financial Services Inc

Mar 31, 26

-841

Frisch Financial Group, Inc.

Mar 31, 26

-5.21K

Waterloo Capital, L.P.

Mar 31, 26

-4.54K

AlphaStar Capital Management, LLC

Mar 31, 26

-23.67K

UBS Group AG

Mar 31, 26

-1.18K

Clear Point Advisors Inc.

Mar 31, 26

-7.27K

Motiv8 Investments LLC

124.58K

Dec 31, 25

-39.67K

0.61%

SageView Advisory Group, LLC

13.88K

Dec 31, 25

-167.99K

0.07%

Schulz Wealth, LTD.

12.50K

Dec 31, 25

-44

0.06%

Global Retirement Partners, LLC

150

Dec 31, 25

0.00%

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

2.25%

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

0.91%

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

0.15%

Steward Financial Group LLC

136.37K

Sep 30, 23

+136.37K

0.66%

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

0.26%

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

0.56%

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

0.23%