Innovator U.S. Equity Power Buffer ETF - June(PJUN)

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Innovator U.S. Equity Power Buffer ETF - June(PJUN)

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PJUN(PJUN)

PJUN

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

Institutional Ownership

Top 229 Institutional Holders

Holder	Shares	Date	Change	% Held
Penserra Capital Management LLC	1.65M	Jun 30, 26	+77.22K	11.24%
Steward Partners Investment Advisory, LLC	1.42M	Jun 30, 26	+1.42M	9.68%
COMMONWEALTH EQUITY SERVICES, LLC	885.10K	Jun 30, 26	+333.58K	6.04%
Brookstone Capital Management	859.29K	Jun 30, 26	+662.60K	5.86%
Colony Group, LLC	597.29K	Jun 30, 26	+165.69K	4.07%
HighTower Advisors, LLC	448.39K	Jun 30, 26	+23.96K	3.06%
Cetera Investment Advisers	325.30K	Jun 30, 26	+102.35K	2.22%
Lineweaver Wealth Advisors, LLC	313.62K	Jun 30, 26	+13.34K	2.14%
Advisory Alpha, LLC	309.56K	Jun 30, 26	+160.93K	2.11%
ENVESTNET ASSET MANAGEMENT INC	265.53K	Jun 30, 26	+66.10K	1.81%
LPL Financial LLC	252.97K	Jun 30, 26	+40.86K	1.73%
BLAIR WILLIAM & CO/IL	209.88K	Jun 30, 26	+119.41K	1.43%
CoreCap Advisors, LLC	209.38K	Jun 30, 26	+12.50K	1.43%
McAdam, LLC	188.69K	Jun 30, 26	+1.19K	1.29%
Kestra Advisory Services, LLC	186.60K	Jun 30, 26	+9.89K	1.27%
Chris Bulman Inc	180.02K	Jun 30, 26	+19.71K	1.23%
TRUIST FINANCIAL CORP	156.24K	Jun 30, 26	+23.10K	1.07%
Dakota Wealth Management	155.19K	Jun 30, 26	+142.37K	1.06%
Weaver Consulting Group	129.63K	Jun 30, 26	+22.99K	0.88%
MML INVESTORS SERVICES, LLC	120.23K	Jun 30, 26	+50.22K	0.82%
Weaver Capital Management LLC	117.13K	Jun 30, 26	--	0.80%
ARS Wealth Advisors Group, LLC	110.77K	Jun 30, 26	-427	0.76%
Southland Equity Partners LLC	88.15K	Jun 30, 26	-1.57K	0.60%
Resources Investment Advisors, LLC.	84.47K	Jun 30, 26	+9.96K	0.58%
INDEPENDENT FINANCIAL GROUP, LLC	78.42K	Jun 30, 26	+2.50K	0.53%
Cambridge Investment Research Advisors, Inc.	77.15K	Jun 30, 26	+2.33K	0.53%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	73.90K	Jun 30, 26	+35.48K	0.50%
KFG WEALTH MANAGEMENT, LLC	63.15K	Jun 30, 26	+23.09K	0.43%
Ashton Thomas Private Wealth, LLC	62.43K	Jun 30, 26	+62.43K	0.43%
HARBOUR INVESTMENTS, INC.	61.61K	Jun 30, 26	+55.86K	0.42%
YARGER WEALTH STRATEGIES, LLC	60.87K	Jun 30, 26	+342	0.42%
Wealth Alliance	59.23K	Jun 30, 26	+9.66K	0.40%
Berkshire Money Management, Inc.	58.06K	Jun 30, 26	-52.14K	0.40%
CORRADO ADVISORS, LLC	56.74K	Jun 30, 26	+17.35K	0.39%
Cape Investment Advisory, Inc.	50.50K	Jun 30, 26	+8.97K	0.34%
Ethos Financial Group, LLC	49.60K	Jun 30, 26	+49.60K	0.34%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	49.36K	Jun 30, 26	+31.78K	0.34%
FORVIS Wealth Advisors, LLC	49.20K	Jun 30, 26	-772	0.34%
CreativeOne Wealth, LLC	48.11K	Jun 30, 26	+26.78K	0.33%
Castle Rock Wealth Management, LLC	45.65K	Jun 30, 26	+721	0.31%
Apollon Wealth Management, LLC	45.47K	Jun 30, 26	-1.65K	0.31%
BROWN WEALTH MANAGEMENT, LLC	45.42K	Jun 30, 26	+38.07K	0.31%
IFP Advisors, Inc	45.29K	Jun 30, 26	+10.19K	0.31%
Outlook Wealth Advisors, LLC	43.02K	Jun 30, 26	+2.37K	0.29%
CAPTRUST FINANCIAL ADVISORS	39.75K	Jun 30, 26	-29	0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	36.94K	Jun 30, 26	+19.91K	0.25%
AE Wealth Management LLC	35.36K	Jun 30, 26	-1.04K	0.24%
Janney Montgomery Scott LLC	35.05K	Jun 30, 26	+35.05K	0.24%
RIVERCHASE WEALTH MANAGEMENT, LLC	34.03K	Jun 30, 26	+6.78K	0.23%
Arkadios Wealth Advisors	32.99K	Jun 30, 26	+27.77K	0.23%
Pinnacle Wealth Management Group, Inc.	31.80K	Jun 30, 26	-30.91K	0.22%
Patriot Financial Group Insurance Agency, LLC	30.45K	Jun 30, 26	-24.24K	0.21%
WPWealth LLP	30.18K	Jun 30, 26	--	0.21%
Pathstone Holdings, LLC	30.06K	Jun 30, 26	+30.06K	0.21%
Diversify Advisory Services, LLC	30.05K	Jun 30, 26	+30.05K	0.20%
DIVERSIFY WEALTH MANAGEMENT, LLC	30.05K	Jun 30, 26	+30.05K	0.20%
Concurrent Investment Advisors, LLC	29.84K	Jun 30, 26	+18.67K	0.20%
Merit Financial Group, LLC	29.25K	Jun 30, 26	+369	0.20%
Cornerstone Wealth Group, LLC	28.90K	Jun 30, 26	+3.52K	0.20%
Global Assets Advisory, LLC	28.89K	Jun 30, 26	+13.87K	0.20%
NewEdge Advisors, LLC	28.44K	Jun 30, 26	+8.83K	0.19%
BCS Wealth Management	28.30K	Jun 30, 26	-1.61K	0.19%
Nikulski Financial, Inc.	28.05K	Jun 30, 26	+14.96K	0.19%
HB Wealth Management, LLC	28.00K	Jun 30, 26	+28.00K	0.19%
SRS Capital Advisors, Inc.	27.39K	Jun 30, 26	+19.60K	0.19%
Phoenix Holdings Ltd.	26.67K	Jun 30, 26	+18.02K	0.18%
THOROUGHBRED FINANCIAL SERVICES, LLC	26.41K	Jun 30, 26	--	0.18%
Chicago Partners Investment Group LLC	25.20K	Jun 30, 26	-4.89K	0.17%
BENJAMIN EDWARDS INC	24.84K	Jun 30, 26	+1.60K	0.17%
BIP Wealth, LLC	24.37K	Jun 30, 26	-56	0.17%
Advisory Services Network, LLC	24.15K	Jun 30, 26	+1.45K	0.16%
Bright Futures Wealth Management, LLC.	23.27K	Jun 30, 26	+23.27K	0.16%
CRA Financial Services, LLC	22.87K	Jun 30, 26	-400	0.16%
PFG Advisors	22.40K	Jun 30, 26	+22.40K	0.15%
Tradition Wealth Management, LLC	21.50K	Jun 30, 26	+4.03K	0.15%
Focus Financial Network, Inc.	21.30K	Jun 30, 26	--	0.15%
DHJJ Financial Advisors, Ltd.	21.10K	Jun 30, 26	-301	0.14%
Annis Gardner Whiting Capital Advisors, LLC	20.88K	Jun 30, 26	--	0.14%
Trek Financial, LLC	20.67K	Jun 30, 26	+13.34K	0.14%
Farther Finance Advisors, LLC	20.59K	Jun 30, 26	+683	0.14%
Diligent Investors, LLC	20.13K	Jun 30, 26	+3.24K	0.14%
Atlantic Private Wealth, LLC	19.73K	Jun 30, 26	+19.73K	0.13%
Spire Wealth Management	18.91K	Jun 30, 26	+906	0.13%
RFG Advisory, LLC	18.53K	Jun 30, 26	-77	0.13%
Quest 10 Wealth Builders, Inc.	18.08K	Jun 30, 26	+88	0.12%
Fragasso Group Inc.	16.94K	Jun 30, 26	-399	0.12%
Valmark Advisers, Inc.	16.73K	Jun 30, 26	+7.82K	0.11%
Cypress Wealth Services, LLC	16.60K	Jun 30, 26	+6.92K	0.11%
SAGESPRING WEALTH PARTNERS, LLC	15.21K	Jun 30, 26	+15.21K	0.10%
Global Strategic Investment Solutions, LLC	14.89K	Jun 30, 26	--	0.10%
FSA Advisors, Inc.	14.74K	Jun 30, 26	+2.31K	0.10%
ATTICUS WEALTH MANAGEMENT, LLC	14.56K	Jun 30, 26	-1.28K	0.10%
Garden State Investment Advisory Services LLC	13.59K	Jun 30, 26	--	0.09%
MGO ONE SEVEN LLC	13.38K	Jun 30, 26	+5	0.09%
Blue Sky Capital Consultants Group, Inc.	12.77K	Jun 30, 26	+6.64K	0.09%
Cardinal Point Capital Management, ULC	12.77K	Jun 30, 26	--	0.09%
Belpointe Asset Management LLC	12.40K	Jun 30, 26	+2.25K	0.08%
Global Retirement Partners, LLC	12.16K	Jun 30, 26	+12.16K	0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	11.24K	Jun 30, 26	-118	0.08%
BCGM Wealth Management, LLC	9.98K	Jun 30, 26	--	0.07%
AXXCESS WEALTH MANAGEMENT, LLC	9.38K	Jun 30, 26	+9.38K	0.06%
Beacon Financial Advisory LLC	9.30K	Jun 30, 26	--	0.06%
Galvin, Gaustad & Stein, LLC	9.09K	Jun 30, 26	+3.22K	0.06%
Sequoia Financial Advisors, LLC	8.97K	Jun 30, 26	--	0.06%
Quantinno Capital Management LP	8.90K	Jun 30, 26	+8.90K	0.06%
AssuredPartners Investment Advisors, LLC	8.64K	Jun 30, 26	+8.64K	0.06%
Summit Financial, LLC	8.37K	Jun 30, 26	+2.10K	0.06%
Capital Analysts, LLC	8.29K	Jun 30, 26	--	0.06%
Ambassador Advisors, LLC	7.76K	Jun 30, 26	-1.98K	0.05%
Clay Northam Wealth Management, LLC	7.53K	Jun 30, 26	+600	0.05%
Jacobi Capital Management LLC	7.26K	Jun 30, 26	--	0.05%
Retirement Planning Group	7.16K	Jun 30, 26	-818	0.05%
Stratos Wealth Advisors, LLC	6.59K	Jun 30, 26	-15	0.04%
Jessup Wealth Management, Inc	6.50K	Jun 30, 26	+6.50K	0.04%
PRINCIPAL SECURITIES, INC.	6.35K	Jun 30, 26	+1.00K	0.04%
Lakeridge Wealth Management LLC	6.25K	Jun 30, 26	+6.25K	0.04%
Firestone Capital Management	6.00K	Jun 30, 26	--	0.04%
Sigma Planning Corp	5.93K	Jun 30, 26	+300	0.04%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	5.67K	Jun 30, 26	--	0.04%
Visionary Wealth Advisors	5.37K	Jun 30, 26	-115	0.04%
Straight Path Wealth Management	5.35K	Jun 30, 26	--	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.29K	Jun 30, 26	+500	0.04%
Capital Square, LLC	5.26K	Jun 30, 26	+5.26K	0.04%
WealthPlan Investment Management, LLC	5.25K	Jun 30, 26	--	0.04%
MONEY CONCEPTS CAPITAL CORP	5.24K	Jun 30, 26	+140	0.04%
Simplicity Wealth,LLC	5.22K	Jun 30, 26	+5.22K	0.04%
Fiduciary Alliance LLC	5.18K	Jun 30, 26	--	0.04%
Sentinus, LLC	4.94K	Jun 30, 26	+4.94K	0.03%
Ascent Wealth Partners, LLC	4.86K	Jun 30, 26	+4.86K	0.03%
Three Seasons Wealth, LLC	4.75K	Jun 30, 26	+4.75K	0.03%
Helium Advisors LLC	4.65K	Jun 30, 26	+4.65K	0.03%
Continuum Advisory, LLC	4.64K	Jun 30, 26	+4.64K	0.03%
TOUNJIAN ADVISORY PARTNERS, LLC	4.35K	Jun 30, 26	+4.35K	0.03%
Integrity Financial Corp /WA	3.65K	Jun 30, 26	--	0.02%
AdvisorNet Financial, Inc	3.60K	Jun 30, 26	+1.75K	0.02%
Rockefeller Capital Management L.P.	3.45K	Jun 30, 26	--	0.02%
CITY HOLDING CO	2.18K	Jun 30, 26	+1.75K	0.01%
CHAPMAN FINANCIAL GROUP, LLC	2.10K	Jun 30, 26	-1.00K	0.01%
BANK OF MONTREAL /CAN/	1.74K	Jun 30, 26	-145	0.01%
Financial Network Wealth Advisors LLC	1.65K	Jun 30, 26	+1.15K	0.01%
Integrated Wealth Concepts LLC	1.58K	Jun 30, 26	+1.58K	0.01%
WealthShield Partners, LLC	1.43K	Jun 30, 26	+920	0.01%
Lloyd Advisory Services, LLC.	1.03K	Jun 30, 26	+1.03K	0.01%
Capital Investment Advisory Services, LLC	574	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	397	Jun 30, 26	+397	0.00%
BROWN BROTHERS HARRIMAN & CO	272	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	240	Jun 30, 26	+240	0.00%
Archer Investment Corp	230	Jun 30, 26	+230	0.00%
EverSource Wealth Advisors, LLC	140	Jun 30, 26	--	0.00%
UBS Group AG	--	Jun 30, 26	-536	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-26.44K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-1.64K	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-3.00K	--
Wagner Wealth Management, LLC	--	Jun 30, 26	-1.99K	--
ALLIANCEBERNSTEIN L.P.	2.78M	Mar 31, 26	-71.10K	18.97%
Penserra Capital Management LLC	1.57M	Mar 31, 26	+88.92K	10.72%
ADVISOR GROUP HOLDINGS, INC.	497.35K	Mar 31, 26	-74.04K	3.39%
Colony Group, LLC	431.60K	Mar 31, 26	-17.52K	2.94%
RAYMOND JAMES FINANCIAL INC	251.34K	Mar 31, 26	-11.88K	1.71%
Cetera Investment Advisers	222.95K	Mar 31, 26	-14.67K	1.52%
Beacon Pointe Advisors, LLC	145.46K	Mar 31, 26	+48.69K	0.99%
Bellwether Advisors, LLC	115.29K	Mar 31, 26	-79	0.79%
CAPTRUST FINANCIAL ADVISORS	39.78K	Mar 31, 26	--	0.27%
Cresset Asset Management, LLC	38.33K	Mar 31, 26	+4.87K	0.26%
Pensionmark Financial Group, LLC	31.92K	Mar 31, 26	--	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.73K	Mar 31, 26	-1.19K	0.16%
Advisory Services Network, LLC	22.70K	Mar 31, 26	-301	0.15%
CreativeOne Wealth, LLC	21.34K	Mar 31, 26	-5.54K	0.15%
MAI Capital Management	19.92K	Mar 31, 26	-322	0.14%
NewEdge Advisors, LLC	19.61K	Mar 31, 26	-1.55K	0.13%
OLD MISSION CAPITAL LLC	19.34K	Mar 31, 26	-12.39K	0.13%
GILL CAPITAL PARTNERS, LLC	17.59K	Mar 31, 26	--	0.12%
JANE STREET GROUP, LLC	14.38K	Mar 31, 26	+14.38K	0.10%
Orion Capital Management LLC	13.77K	Mar 31, 26	--	0.09%
Foundations Investment Advisors, LLC	12.86K	Mar 31, 26	+2.37K	0.09%
FSA Advisors, Inc.	12.43K	Mar 31, 26	-5	0.08%
Cerity Partners LLC	11.94K	Mar 31, 26	--	0.08%
U.S. Capital Wealth Advisors, LLC	11.49K	Mar 31, 26	-580	0.08%
BECK CAPITAL MANAGEMENT, LLC	10.59K	Mar 31, 26	-257	0.07%
AMERIFLEX GROUP, INC.	8.96K	Mar 31, 26	--	0.06%
Trek Financial, LLC	7.33K	Mar 31, 26	-5	0.05%
Capstone Triton Financial Group, LLC	6.37K	Mar 31, 26	+6.37K	0.04%
Summit Financial, LLC	6.27K	Mar 31, 26	--	0.04%
BANK OF AMERICA CORP /DE/	5.80K	Mar 31, 26	+5.80K	0.04%
Visionary Wealth Advisors	5.49K	Mar 31, 26	-475	0.04%
Rockefeller Capital Management L.P.	3.45K	Mar 31, 26	-3.00K	0.02%
BANK OF MONTREAL /CAN/	1.88K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.71K	Mar 31, 26	--	0.01%
CWM, LLC	1.59K	Mar 31, 26	-925	0.01%
Bernard Wealth Management Corp.	911	Mar 31, 26	--	0.01%
UBS Group AG	536	Mar 31, 26	+101	0.00%
Anfield Capital Management, LLC	327	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	272	Mar 31, 26	--	0.00%
BARCLAYS PLC	48	Mar 31, 26	-3.31K	0.00%
ROYAL BANK OF CANADA	--	Mar 31, 26	-500	--
HRT FINANCIAL LP	--	Mar 31, 26	-20.52K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-7.60K	--
AllSquare Wealth Management LLC	350	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	21.11K	Jun 30, 25	+9.95K	0.14%
Atria Wealth Solutions, Inc.	9.66K	Jun 30, 25	-3.92K	0.07%
Riggs Capital Management LLC	13.02K	Dec 31, 24	+13.02K	0.09%
Maxwell Wealth Strategies Inc.	7.19K	Dec 31, 24	--	0.05%
Raymond James Financial Services Advisors, Inc.	170.78K	Sep 30, 24	-1.94K	1.17%
RAYMOND JAMES & ASSOCIATES	59.23K	Sep 30, 24	+150	0.40%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-10.85K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	23.91K	Jun 30, 24	+1.23K	0.16%
Vantage Financial Partners Ltd., Inc.	--	Jun 30, 24	-360.69K	--
Strategic Wealth Partners Group LLC	231.12K	Mar 31, 24	-11.31K	1.58%
InterOcean Capital Group, LLC	79.96K	Mar 31, 24	-11.48K	0.55%
Cetera Advisor Networks LLC	62.85K	Mar 31, 24	-13.87K	0.43%
Cetera Advisors LLC	61.21K	Mar 31, 24	-8.63K	0.42%
FOCUS FINANCIAL NETWORK INC /ADV	19.98K	Dec 31, 23	+19.98K	0.14%
Sutton Wealth Advisors Inc.	18.20K	Sep 30, 23	-318	0.12%
Steward Financial Group LLC	--	Sep 30, 23	-12.19K	--
Financial Architects, Inc	27.81K	Jun 30, 23	+27.81K	0.19%
BMS Financial Advisors, LLC	12.00K	Jun 30, 23	--	0.08%
First Capital Advisors Group, LLC.	490	Jun 30, 23	+129	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	15.34K	Dec 31, 22	--	0.10%
American Portfolios Advisors	33.17K	Sep 30, 22	+4.01K	0.23%
Covington Capital Management	1.00K	Sep 30, 22	+1.00K	0.01%
Karp Capital Management Corp	--	Sep 30, 22	-150.27K	--
Dixon Hughes Goodman Wealth Advisors LLC	4.29K	Mar 31, 22	--	0.03%
Carroll Financial Associates, Inc.	8.71K	Dec 31, 21	--	0.06%
NEXT Financial Group, Inc	--	Dec 31, 21	-357	--
Hoover Financial Advisors, Inc.	33.78K	Jun 30, 21	+33.78K	0.23%
OLD MISSION CAPITAL, LLC	28.33K	Dec 31, 20	+28.33K	0.19%
Stearns Financial Services Group	30.27K	Sep 30, 20	--	0.21%
InterOcean Capital, LLC	40.87K	Jun 30, 20	+40.87K	0.28%
Advisor Group, Inc.	91.08K	Dec 31, 19	--	0.62%

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Holder

Date

Change

% Held

Penserra Capital Management LLC

1.65M

Jun 30, 26

+77.22K

11.24%

Steward Partners Investment Advisory, LLC

1.42M

Jun 30, 26

+1.42M

9.68%

COMMONWEALTH EQUITY SERVICES, LLC

885.10K

Jun 30, 26

+333.58K

6.04%

Brookstone Capital Management

859.29K

Jun 30, 26

+662.60K

5.86%

Colony Group, LLC

597.29K

Jun 30, 26

+165.69K

4.07%

HighTower Advisors, LLC

448.39K

Jun 30, 26

+23.96K

3.06%

Cetera Investment Advisers

325.30K

Jun 30, 26

+102.35K

2.22%

Lineweaver Wealth Advisors, LLC

313.62K

Jun 30, 26

+13.34K

2.14%

Advisory Alpha, LLC

309.56K

Jun 30, 26

+160.93K

2.11%

ENVESTNET ASSET MANAGEMENT INC

265.53K

Jun 30, 26

+66.10K

1.81%

LPL Financial LLC

252.97K

Jun 30, 26

+40.86K

1.73%

BLAIR WILLIAM & CO/IL

209.88K

Jun 30, 26

+119.41K

1.43%

CoreCap Advisors, LLC

209.38K

Jun 30, 26

+12.50K

1.43%

McAdam, LLC

188.69K

Jun 30, 26

+1.19K

1.29%

Kestra Advisory Services, LLC

186.60K

Jun 30, 26

+9.89K

1.27%

Chris Bulman Inc

180.02K

Jun 30, 26

+19.71K

1.23%

TRUIST FINANCIAL CORP

156.24K

Jun 30, 26

+23.10K

1.07%

Dakota Wealth Management

155.19K

Jun 30, 26

+142.37K

1.06%

Weaver Consulting Group

129.63K

Jun 30, 26

+22.99K

0.88%

MML INVESTORS SERVICES, LLC

120.23K

Jun 30, 26

+50.22K

0.82%

Weaver Capital Management LLC

117.13K

Jun 30, 26

0.80%

ARS Wealth Advisors Group, LLC

110.77K

Jun 30, 26

-427

0.76%

Southland Equity Partners LLC

88.15K

Jun 30, 26

-1.57K

0.60%

Resources Investment Advisors, LLC.

84.47K

Jun 30, 26

+9.96K

0.58%

INDEPENDENT FINANCIAL GROUP, LLC

78.42K

Jun 30, 26

+2.50K

0.53%

Cambridge Investment Research Advisors, Inc.

77.15K

Jun 30, 26

+2.33K

0.53%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

73.90K

Jun 30, 26

+35.48K

0.50%

KFG WEALTH MANAGEMENT, LLC

63.15K

Jun 30, 26

+23.09K

0.43%

Ashton Thomas Private Wealth, LLC

62.43K

Jun 30, 26

+62.43K

0.43%

HARBOUR INVESTMENTS, INC.

61.61K

Jun 30, 26

+55.86K

0.42%

YARGER WEALTH STRATEGIES, LLC

60.87K

Jun 30, 26

+342

0.42%

Wealth Alliance

59.23K

Jun 30, 26

+9.66K

0.40%

Berkshire Money Management, Inc.

58.06K

Jun 30, 26

-52.14K

0.40%

CORRADO ADVISORS, LLC

56.74K

Jun 30, 26

+17.35K

0.39%

Cape Investment Advisory, Inc.

50.50K

Jun 30, 26

+8.97K

0.34%

Ethos Financial Group, LLC

49.60K

Jun 30, 26

+49.60K

0.34%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

49.36K

Jun 30, 26

+31.78K

0.34%

FORVIS Wealth Advisors, LLC

49.20K

Jun 30, 26

-772

0.34%

CreativeOne Wealth, LLC

48.11K

Jun 30, 26

+26.78K

0.33%

Castle Rock Wealth Management, LLC

45.65K

Jun 30, 26

+721

0.31%

Apollon Wealth Management, LLC

45.47K

Jun 30, 26

-1.65K

0.31%

BROWN WEALTH MANAGEMENT, LLC

45.42K

Jun 30, 26

+38.07K

0.31%

IFP Advisors, Inc

45.29K

Jun 30, 26

+10.19K

0.31%

Outlook Wealth Advisors, LLC

43.02K

Jun 30, 26

+2.37K

0.29%

CAPTRUST FINANCIAL ADVISORS

39.75K

Jun 30, 26

-29

0.27%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

36.94K

Jun 30, 26

+19.91K

0.25%

AE Wealth Management LLC

35.36K

Jun 30, 26

-1.04K

0.24%

Janney Montgomery Scott LLC

35.05K

Jun 30, 26

+35.05K

0.24%

RIVERCHASE WEALTH MANAGEMENT, LLC

34.03K

Jun 30, 26

+6.78K

0.23%

Arkadios Wealth Advisors

32.99K

Jun 30, 26

+27.77K

0.23%

Pinnacle Wealth Management Group, Inc.

31.80K

Jun 30, 26

-30.91K

0.22%

Patriot Financial Group Insurance Agency, LLC

30.45K

Jun 30, 26

-24.24K

0.21%

WPWealth LLP

30.18K

Jun 30, 26

0.21%

Pathstone Holdings, LLC

30.06K

Jun 30, 26

+30.06K

0.21%

Diversify Advisory Services, LLC

30.05K

Jun 30, 26

+30.05K

0.20%

DIVERSIFY WEALTH MANAGEMENT, LLC

30.05K

Jun 30, 26

+30.05K

0.20%

Concurrent Investment Advisors, LLC

29.84K

Jun 30, 26

+18.67K

0.20%

Merit Financial Group, LLC

29.25K

Jun 30, 26

+369

0.20%

Cornerstone Wealth Group, LLC

28.90K

Jun 30, 26

+3.52K

0.20%

Global Assets Advisory, LLC

28.89K

Jun 30, 26

+13.87K

0.20%

NewEdge Advisors, LLC

28.44K

Jun 30, 26

+8.83K

0.19%

BCS Wealth Management

28.30K

Jun 30, 26

-1.61K

0.19%

Nikulski Financial, Inc.

28.05K

Jun 30, 26

+14.96K

0.19%

HB Wealth Management, LLC

28.00K

Jun 30, 26

+28.00K

0.19%

SRS Capital Advisors, Inc.

27.39K

Jun 30, 26

+19.60K

0.19%

Phoenix Holdings Ltd.

26.67K

Jun 30, 26

+18.02K

0.18%

THOROUGHBRED FINANCIAL SERVICES, LLC

26.41K

Jun 30, 26

0.18%

Chicago Partners Investment Group LLC

25.20K

Jun 30, 26

-4.89K

0.17%

BENJAMIN EDWARDS INC

24.84K

Jun 30, 26

+1.60K

0.17%

BIP Wealth, LLC

24.37K

Jun 30, 26

-56

0.17%

Advisory Services Network, LLC

24.15K

Jun 30, 26

+1.45K

0.16%

Bright Futures Wealth Management, LLC.

23.27K

Jun 30, 26

+23.27K

0.16%

CRA Financial Services, LLC

22.87K

Jun 30, 26

-400

0.16%

PFG Advisors

22.40K

Jun 30, 26

+22.40K

0.15%

Tradition Wealth Management, LLC

21.50K

Jun 30, 26

+4.03K

0.15%

Focus Financial Network, Inc.

21.30K

Jun 30, 26

0.15%

DHJJ Financial Advisors, Ltd.

21.10K

Jun 30, 26

-301

0.14%

Annis Gardner Whiting Capital Advisors, LLC

20.88K

Jun 30, 26

0.14%

Trek Financial, LLC

20.67K

Jun 30, 26

+13.34K

0.14%

Farther Finance Advisors, LLC

20.59K

Jun 30, 26

+683

0.14%

Diligent Investors, LLC

20.13K

Jun 30, 26

+3.24K

0.14%

Atlantic Private Wealth, LLC

19.73K

Jun 30, 26

+19.73K

0.13%

Spire Wealth Management

18.91K

Jun 30, 26

+906

0.13%

RFG Advisory, LLC

18.53K

Jun 30, 26

-77

0.13%

Quest 10 Wealth Builders, Inc.

18.08K

Jun 30, 26

+88

0.12%

Fragasso Group Inc.

16.94K

Jun 30, 26

-399

0.12%

Valmark Advisers, Inc.

16.73K

Jun 30, 26

+7.82K

0.11%

Cypress Wealth Services, LLC

16.60K

Jun 30, 26

+6.92K

0.11%

SAGESPRING WEALTH PARTNERS, LLC

15.21K

Jun 30, 26

+15.21K

0.10%

Global Strategic Investment Solutions, LLC

14.89K

Jun 30, 26

0.10%

FSA Advisors, Inc.

14.74K

Jun 30, 26

+2.31K

0.10%

ATTICUS WEALTH MANAGEMENT, LLC

14.56K

Jun 30, 26

-1.28K

0.10%

Garden State Investment Advisory Services LLC

13.59K

Jun 30, 26

0.09%

MGO ONE SEVEN LLC

13.38K

Jun 30, 26

0.09%

Blue Sky Capital Consultants Group, Inc.

12.77K

Jun 30, 26

+6.64K

0.09%

Cardinal Point Capital Management, ULC

12.77K

Jun 30, 26

0.09%

Belpointe Asset Management LLC

12.40K

Jun 30, 26

+2.25K

0.08%

Global Retirement Partners, LLC

12.16K

Jun 30, 26

+12.16K

0.08%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

11.24K

Jun 30, 26

-118

0.08%

BCGM Wealth Management, LLC

9.98K

Jun 30, 26

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

9.38K

Jun 30, 26

+9.38K

0.06%

Beacon Financial Advisory LLC

9.30K

Jun 30, 26

0.06%

Galvin, Gaustad & Stein, LLC

9.09K

Jun 30, 26

+3.22K

0.06%

Sequoia Financial Advisors, LLC

8.97K

Jun 30, 26

0.06%

Quantinno Capital Management LP

8.90K

Jun 30, 26

+8.90K

0.06%

AssuredPartners Investment Advisors, LLC

8.64K

Jun 30, 26

+8.64K

0.06%

Summit Financial, LLC

8.37K

Jun 30, 26

+2.10K

0.06%

Capital Analysts, LLC

8.29K

Jun 30, 26

0.06%

Ambassador Advisors, LLC

7.76K

Jun 30, 26

-1.98K

0.05%

Clay Northam Wealth Management, LLC

7.53K

Jun 30, 26

+600

0.05%

Jacobi Capital Management LLC

7.26K

Jun 30, 26

0.05%

Retirement Planning Group

7.16K

Jun 30, 26

-818

0.05%

Stratos Wealth Advisors, LLC

6.59K

Jun 30, 26

-15

0.04%

Jessup Wealth Management, Inc

6.50K

Jun 30, 26

+6.50K

0.04%

PRINCIPAL SECURITIES, INC.

6.35K

Jun 30, 26

+1.00K

0.04%

Lakeridge Wealth Management LLC

6.25K

Jun 30, 26

+6.25K

0.04%

Firestone Capital Management

6.00K

Jun 30, 26

0.04%

Sigma Planning Corp

5.93K

Jun 30, 26

+300

0.04%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

5.67K

Jun 30, 26

0.04%

Visionary Wealth Advisors

5.37K

Jun 30, 26

-115

0.04%

Straight Path Wealth Management

5.35K

Jun 30, 26

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.29K

Jun 30, 26

+500

0.04%

Capital Square, LLC

5.26K

Jun 30, 26

+5.26K

0.04%

WealthPlan Investment Management, LLC

5.25K

Jun 30, 26

0.04%

MONEY CONCEPTS CAPITAL CORP

5.24K

Jun 30, 26

+140

0.04%

Simplicity Wealth,LLC

5.22K

Jun 30, 26

+5.22K

0.04%

Fiduciary Alliance LLC

5.18K

Jun 30, 26

0.04%

Sentinus, LLC

4.94K

Jun 30, 26

+4.94K

0.03%

Ascent Wealth Partners, LLC

4.86K

Jun 30, 26

+4.86K

0.03%

Three Seasons Wealth, LLC

4.75K

Jun 30, 26

+4.75K

0.03%

Helium Advisors LLC

4.65K

Jun 30, 26

+4.65K

0.03%

Continuum Advisory, LLC

4.64K

Jun 30, 26

+4.64K

0.03%

TOUNJIAN ADVISORY PARTNERS, LLC

4.35K

Jun 30, 26

+4.35K

0.03%

Integrity Financial Corp /WA

3.65K

Jun 30, 26

0.02%

AdvisorNet Financial, Inc

3.60K

Jun 30, 26

+1.75K

0.02%

Rockefeller Capital Management L.P.

3.45K

Jun 30, 26

0.02%

CITY HOLDING CO

2.18K

Jun 30, 26

+1.75K

0.01%

CHAPMAN FINANCIAL GROUP, LLC

2.10K

Jun 30, 26

-1.00K

0.01%

BANK OF MONTREAL /CAN/

1.74K

Jun 30, 26

-145

0.01%

Financial Network Wealth Advisors LLC

1.65K

Jun 30, 26

+1.15K

0.01%

Integrated Wealth Concepts LLC

1.58K

Jun 30, 26

+1.58K

0.01%

WealthShield Partners, LLC

1.43K

Jun 30, 26

+920

0.01%

Lloyd Advisory Services, LLC.

1.03K

Jun 30, 26

+1.03K

0.01%

Capital Investment Advisory Services, LLC

574

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

397

Jun 30, 26

+397

0.00%

BROWN BROTHERS HARRIMAN & CO

272

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

240

Jun 30, 26

+240

0.00%

Archer Investment Corp

230

Jun 30, 26

+230

0.00%

EverSource Wealth Advisors, LLC

140

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

-536

LeClair Wealth Partners LLC

Jun 30, 26

-26.44K

Global Wealth Strategies & Associates

Jun 30, 26

-1.64K

JPMORGAN CHASE & CO

Jun 30, 26

-3.00K

Wagner Wealth Management, LLC

Jun 30, 26

-1.99K

ALLIANCEBERNSTEIN L.P.

2.78M

Mar 31, 26

-71.10K

18.97%

Penserra Capital Management LLC

1.57M

Mar 31, 26

+88.92K

10.72%

ADVISOR GROUP HOLDINGS, INC.

497.35K

Mar 31, 26

-74.04K

3.39%

Colony Group, LLC

431.60K

Mar 31, 26

-17.52K

2.94%

RAYMOND JAMES FINANCIAL INC

251.34K

Mar 31, 26

-11.88K

1.71%

Cetera Investment Advisers

222.95K

Mar 31, 26

-14.67K

1.52%

Beacon Pointe Advisors, LLC

145.46K

Mar 31, 26

+48.69K

0.99%

Bellwether Advisors, LLC

115.29K

Mar 31, 26

-79

0.79%

CAPTRUST FINANCIAL ADVISORS

39.78K

Mar 31, 26

0.27%

Cresset Asset Management, LLC

38.33K

Mar 31, 26

+4.87K

0.26%

Pensionmark Financial Group, LLC

31.92K

Mar 31, 26

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.73K

Mar 31, 26

-1.19K

0.16%

Advisory Services Network, LLC

22.70K

Mar 31, 26

-301

0.15%

CreativeOne Wealth, LLC

21.34K

Mar 31, 26

-5.54K

0.15%

MAI Capital Management

19.92K

Mar 31, 26

-322

0.14%

NewEdge Advisors, LLC

19.61K

Mar 31, 26

-1.55K

0.13%

OLD MISSION CAPITAL LLC

19.34K

Mar 31, 26

-12.39K

0.13%

GILL CAPITAL PARTNERS, LLC

17.59K

Mar 31, 26

0.12%

JANE STREET GROUP, LLC

14.38K

Mar 31, 26

+14.38K

0.10%

Orion Capital Management LLC

13.77K

Mar 31, 26

0.09%

Foundations Investment Advisors, LLC

12.86K

Mar 31, 26

+2.37K

0.09%

FSA Advisors, Inc.

12.43K

Mar 31, 26

-5

0.08%

Cerity Partners LLC

11.94K

Mar 31, 26

0.08%

U.S. Capital Wealth Advisors, LLC

11.49K

Mar 31, 26

-580

0.08%

BECK CAPITAL MANAGEMENT, LLC

10.59K

Mar 31, 26

-257

0.07%

AMERIFLEX GROUP, INC.

8.96K

Mar 31, 26

0.06%

Trek Financial, LLC

7.33K

Mar 31, 26

-5

0.05%

Capstone Triton Financial Group, LLC

6.37K

Mar 31, 26

+6.37K

0.04%

Summit Financial, LLC

6.27K

Mar 31, 26

0.04%

BANK OF AMERICA CORP /DE/

5.80K

Mar 31, 26

+5.80K

0.04%

Visionary Wealth Advisors

5.49K

Mar 31, 26

-475

0.04%

Rockefeller Capital Management L.P.

3.45K

Mar 31, 26

-3.00K

0.02%

BANK OF MONTREAL /CAN/

1.88K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

1.71K

Mar 31, 26

0.01%

CWM, LLC

1.59K

Mar 31, 26

-925

0.01%

Bernard Wealth Management Corp.

911

Mar 31, 26

0.01%

UBS Group AG

536

Mar 31, 26

+101

0.00%

Anfield Capital Management, LLC

327

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

272

Mar 31, 26

0.00%

BARCLAYS PLC

Mar 31, 26

-3.31K

0.00%

ROYAL BANK OF CANADA

Mar 31, 26

-500

HRT FINANCIAL LP

Mar 31, 26

-20.52K

CITADEL ADVISORS LLC

Mar 31, 26

-7.60K

AllSquare Wealth Management LLC

350

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

21.11K

Jun 30, 25

+9.95K

0.14%

Atria Wealth Solutions, Inc.

9.66K

Jun 30, 25

-3.92K

0.07%

Riggs Capital Management LLC

13.02K

Dec 31, 24

+13.02K

0.09%

Maxwell Wealth Strategies Inc.

7.19K

Dec 31, 24

0.05%

Raymond James Financial Services Advisors, Inc.

170.78K

Sep 30, 24

-1.94K

1.17%

RAYMOND JAMES & ASSOCIATES

59.23K

Sep 30, 24

+150

0.40%

Pillar Wealth Advisors, LLC

Sep 30, 24

-10.85K

BENJAMIN F. EDWARDS & COMPANY, INC.

23.91K

Jun 30, 24

+1.23K

0.16%

Vantage Financial Partners Ltd., Inc.

Jun 30, 24

-360.69K

Strategic Wealth Partners Group LLC

231.12K

Mar 31, 24

-11.31K

1.58%

InterOcean Capital Group, LLC

79.96K

Mar 31, 24

-11.48K

0.55%

Cetera Advisor Networks LLC

62.85K

Mar 31, 24

-13.87K

0.43%

Cetera Advisors LLC

61.21K

Mar 31, 24

-8.63K

0.42%

FOCUS FINANCIAL NETWORK INC /ADV

19.98K

Dec 31, 23

+19.98K

0.14%

Sutton Wealth Advisors Inc.

18.20K

Sep 30, 23

-318

0.12%

Steward Financial Group LLC

Sep 30, 23

-12.19K

Financial Architects, Inc

27.81K

Jun 30, 23

+27.81K

0.19%

BMS Financial Advisors, LLC

12.00K

Jun 30, 23

0.08%

First Capital Advisors Group, LLC.

490

Jun 30, 23

+129

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

15.34K

Dec 31, 22

0.10%

American Portfolios Advisors

33.17K

Sep 30, 22

+4.01K

0.23%

Covington Capital Management

1.00K

Sep 30, 22

+1.00K

0.01%

Karp Capital Management Corp

Sep 30, 22

-150.27K

Dixon Hughes Goodman Wealth Advisors LLC

4.29K

Mar 31, 22

0.03%

Carroll Financial Associates, Inc.

8.71K

Dec 31, 21

0.06%

NEXT Financial Group, Inc

Dec 31, 21

-357

Hoover Financial Advisors, Inc.

33.78K

Jun 30, 21

+33.78K

0.23%

OLD MISSION CAPITAL, LLC

28.33K

Dec 31, 20

+28.33K

0.19%

Stearns Financial Services Group

30.27K

Sep 30, 20

0.21%

InterOcean Capital, LLC

40.87K

Jun 30, 20

+40.87K

0.28%

Advisor Group, Inc.

91.08K

Dec 31, 19

0.62%