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

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

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$42.80—

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PJUN(PJUN)

PJUN

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

Institutional Ownership

Top 196 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	2.78M	Mar 31, 26	-71.10K	18.76%
Penserra Capital Management LLC	1.57M	Mar 31, 26	+88.92K	10.60%
COMMONWEALTH EQUITY SERVICES, LLC	551.51K	Mar 31, 26	-987.79K	3.72%
ADVISOR GROUP HOLDINGS, INC.	497.35K	Mar 31, 26	-74.04K	3.36%
Colony Group, LLC	431.60K	Mar 31, 26	-17.52K	2.91%
HighTower Advisors, LLC	424.43K	Mar 31, 26	-659	2.86%
Lineweaver Wealth Advisors, LLC	300.29K	Mar 31, 26	-569	2.03%
RAYMOND JAMES FINANCIAL INC	251.34K	Mar 31, 26	-11.88K	1.70%
Cetera Investment Advisers	222.95K	Mar 31, 26	-14.67K	1.50%
LPL Financial LLC	212.11K	Mar 31, 26	-11.94K	1.43%
ENVESTNET ASSET MANAGEMENT INC	199.43K	Mar 31, 26	-1.63K	1.35%
CoreCap Advisors, LLC	196.88K	Mar 31, 26	-2.63K	1.33%
Brookstone Capital Management	196.69K	Mar 31, 26	-2.94K	1.33%
McAdam, LLC	187.50K	Mar 31, 26	-12.59K	1.26%
Kestra Advisory Services, LLC	176.72K	Mar 31, 26	+34.49K	1.19%
Chris Bulman Inc	160.31K	Mar 31, 26	+3.75K	1.08%
Advisory Alpha, LLC	148.63K	Mar 31, 26	+2.25K	1.00%
Beacon Pointe Advisors, LLC	145.46K	Mar 31, 26	+48.69K	0.98%
TRUIST FINANCIAL CORP	133.14K	Mar 31, 26	-1.42K	0.90%
Weaver Capital Management LLC	117.13K	Mar 31, 26	-323	0.79%
Bellwether Advisors, LLC	115.29K	Mar 31, 26	-79	0.78%
ARS Wealth Advisors Group, LLC	111.20K	Mar 31, 26	-1.63K	0.75%
Berkshire Money Management, Inc.	110.20K	Mar 31, 26	-526.97K	0.74%
Weaver Consulting Group	106.64K	Mar 31, 26	--	0.72%
BLAIR WILLIAM & CO/IL	90.46K	Mar 31, 26	-6.44K	0.61%
Southland Equity Partners LLC	89.72K	Mar 31, 26	+2	0.61%
INDEPENDENT FINANCIAL GROUP, LLC	75.92K	Mar 31, 26	-1.50K	0.51%
Cambridge Investment Research Advisors, Inc.	74.81K	Mar 31, 26	-3.20K	0.50%
Resources Investment Advisors, LLC.	74.51K	Mar 31, 26	-2.04K	0.50%
MML INVESTORS SERVICES, LLC	70.01K	Mar 31, 26	-61.12K	0.47%
Pinnacle Wealth Management Group, Inc.	62.70K	Mar 31, 26	-380	0.42%
YARGER WEALTH STRATEGIES, LLC	60.53K	Mar 31, 26	-6.24K	0.41%
Patriot Financial Group Insurance Agency, LLC	54.69K	Mar 31, 26	+27.34K	0.37%
FORVIS Wealth Advisors, LLC	49.97K	Mar 31, 26	-871	0.34%
Wealth Alliance	49.56K	Mar 31, 26	-1.50K	0.33%
Apollon Wealth Management, LLC	47.12K	Mar 31, 26	+47.12K	0.32%
Castle Rock Wealth Management, LLC	44.93K	Mar 31, 26	--	0.30%
Cape Investment Advisory, Inc.	41.52K	Mar 31, 26	--	0.28%
Outlook Wealth Advisors, LLC	40.66K	Mar 31, 26	+2.46K	0.27%
KFG WEALTH MANAGEMENT, LLC	40.06K	Mar 31, 26	-55	0.27%
CAPTRUST FINANCIAL ADVISORS	39.78K	Mar 31, 26	--	0.27%
CORRADO ADVISORS, LLC	39.39K	Mar 31, 26	-958	0.27%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	38.42K	Mar 31, 26	+157	0.26%
Cresset Asset Management, LLC	38.33K	Mar 31, 26	+4.87K	0.26%
AE Wealth Management LLC	36.40K	Mar 31, 26	-2.82K	0.25%
IFP Advisors, Inc	35.10K	Mar 31, 26	-1.07K	0.24%
Pensionmark Financial Group, LLC	31.92K	Mar 31, 26	--	0.22%
WPWealth LLP	30.18K	Mar 31, 26	--	0.20%
Chicago Partners Investment Group LLC	30.09K	Mar 31, 26	-1.16K	0.20%
BCS Wealth Management	29.91K	Mar 31, 26	-29.63K	0.20%
Merit Financial Group, LLC	28.88K	Mar 31, 26	+2.94K	0.19%
RIVERCHASE WEALTH MANAGEMENT, LLC	27.25K	Mar 31, 26	--	0.18%
LeClair Wealth Partners LLC	26.44K	Mar 31, 26	+26.44K	0.18%
THOROUGHBRED FINANCIAL SERVICES, LLC	26.41K	Mar 31, 26	--	0.18%
Cornerstone Wealth Group, LLC	25.38K	Mar 31, 26	-1.71K	0.17%
BIP Wealth, LLC	24.42K	Mar 31, 26	-973	0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.73K	Mar 31, 26	-1.19K	0.16%
CRA Financial Services, LLC	23.27K	Mar 31, 26	--	0.16%
BENJAMIN EDWARDS INC	23.24K	Mar 31, 26	-961	0.16%
Advisory Services Network, LLC	22.70K	Mar 31, 26	-301	0.15%
DHJJ Financial Advisors, Ltd.	21.40K	Mar 31, 26	--	0.14%
CreativeOne Wealth, LLC	21.34K	Mar 31, 26	-5.54K	0.14%
Focus Financial Network, Inc.	21.30K	Mar 31, 26	-300	0.14%
Annis Gardner Whiting Capital Advisors, LLC	20.88K	Mar 31, 26	--	0.14%
MAI Capital Management	19.92K	Mar 31, 26	-322	0.13%
Farther Finance Advisors, LLC	19.91K	Mar 31, 26	+15.00K	0.13%
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%
RFG Advisory, LLC	18.61K	Mar 31, 26	-5.32K	0.13%
Spire Wealth Management	18.00K	Mar 31, 26	-1	0.12%
Quest 10 Wealth Builders, Inc.	17.99K	Mar 31, 26	--	0.12%
GILL CAPITAL PARTNERS, LLC	17.59K	Mar 31, 26	--	0.12%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	17.58K	Mar 31, 26	-35	0.12%
Tradition Wealth Management, LLC	17.47K	Mar 31, 26	-1.45K	0.12%
Fragasso Group Inc.	17.34K	Mar 31, 26	--	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.02K	Mar 31, 26	-47.17K	0.11%
Diligent Investors, LLC	16.89K	Mar 31, 26	-340	0.11%
ATTICUS WEALTH MANAGEMENT, LLC	15.84K	Mar 31, 26	--	0.11%
Global Assets Advisory, LLC	15.02K	Mar 31, 26	-384	0.10%
Global Strategic Investment Solutions, LLC	14.89K	Mar 31, 26	--	0.10%
JANE STREET GROUP, LLC	14.38K	Mar 31, 26	+14.38K	0.10%
Orion Capital Management LLC	13.77K	Mar 31, 26	--	0.09%
Garden State Investment Advisory Services LLC	13.59K	Mar 31, 26	--	0.09%
MGO ONE SEVEN LLC	13.38K	Mar 31, 26	-3.00K	0.09%
Nikulski Financial, Inc.	13.09K	Mar 31, 26	--	0.09%
Foundations Investment Advisors, LLC	12.86K	Mar 31, 26	+2.37K	0.09%
Dakota Wealth Management	12.82K	Mar 31, 26	--	0.09%
Cardinal Point Capital Management, ULC	12.77K	Mar 31, 26	--	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%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	11.36K	Mar 31, 26	-2	0.08%
Concurrent Investment Advisors, LLC	11.17K	Mar 31, 26	+2.32K	0.08%
BECK CAPITAL MANAGEMENT, LLC	10.59K	Mar 31, 26	-257	0.07%
Belpointe Asset Management LLC	10.14K	Mar 31, 26	-14	0.07%
BCGM Wealth Management, LLC	9.98K	Mar 31, 26	--	0.07%
Ambassador Advisors, LLC	9.74K	Mar 31, 26	-269	0.07%
Cypress Wealth Services, LLC	9.68K	Mar 31, 26	--	0.07%
Beacon Financial Advisory LLC	9.30K	Mar 31, 26	-300	0.06%
Sequoia Financial Advisors, LLC	8.97K	Mar 31, 26	--	0.06%
AMERIFLEX GROUP, INC.	8.96K	Mar 31, 26	--	0.06%
Valmark Advisers, Inc.	8.90K	Mar 31, 26	-4.14K	0.06%
Phoenix Holdings Ltd.	8.65K	Mar 31, 26	--	0.06%
Capital Analysts, LLC	8.29K	Mar 31, 26	--	0.06%
Retirement Planning Group	7.98K	Mar 31, 26	--	0.05%
SRS Capital Advisors, Inc.	7.79K	Mar 31, 26	--	0.05%
BROWN WEALTH MANAGEMENT, LLC	7.35K	Mar 31, 26	--	0.05%
Trek Financial, LLC	7.33K	Mar 31, 26	-5	0.05%
Jacobi Capital Management LLC	7.26K	Mar 31, 26	-3.59K	0.05%
Clay Northam Wealth Management, LLC	6.93K	Mar 31, 26	-10	0.05%
Stratos Wealth Advisors, LLC	6.60K	Mar 31, 26	-1.32K	0.04%
Capstone Triton Financial Group, LLC	6.37K	Mar 31, 26	+6.37K	0.04%
Summit Financial, LLC	6.27K	Mar 31, 26	--	0.04%
Blue Sky Capital Consultants Group, Inc.	6.13K	Mar 31, 26	-1.79K	0.04%
Firestone Capital Management	6.00K	Mar 31, 26	--	0.04%
Galvin, Gaustad & Stein, LLC	5.87K	Mar 31, 26	-25	0.04%
BANK OF AMERICA CORP /DE/	5.80K	Mar 31, 26	+5.80K	0.04%
HARBOUR INVESTMENTS, INC.	5.75K	Mar 31, 26	-3.49K	0.04%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	5.67K	Mar 31, 26	--	0.04%
Sigma Planning Corp	5.63K	Mar 31, 26	-48	0.04%
Visionary Wealth Advisors	5.49K	Mar 31, 26	-475	0.04%
Straight Path Wealth Management	5.35K	Mar 31, 26	--	0.04%
PRINCIPAL SECURITIES, INC.	5.35K	Mar 31, 26	+305	0.04%
WealthPlan Investment Management, LLC	5.25K	Mar 31, 26	--	0.04%
Arkadios Wealth Advisors	5.22K	Mar 31, 26	+5.22K	0.04%
Fiduciary Alliance LLC	5.18K	Mar 31, 26	-285	0.03%
MONEY CONCEPTS CAPITAL CORP	5.10K	Mar 31, 26	--	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	4.79K	Mar 31, 26	--	0.03%
Integrity Financial Corp /WA	3.65K	Mar 31, 26	-1.63K	0.02%
Rockefeller Capital Management L.P.	3.45K	Mar 31, 26	-3.00K	0.02%
CHAPMAN FINANCIAL GROUP, LLC	3.10K	Mar 31, 26	--	0.02%
JPMORGAN CHASE & CO	3.00K	Mar 31, 26	+3.00K	0.02%
Wagner Wealth Management, LLC	1.99K	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	1.88K	Mar 31, 26	--	0.01%
AdvisorNet Financial, Inc	1.85K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.71K	Mar 31, 26	--	0.01%
Global Wealth Strategies & Associates	1.64K	Mar 31, 26	-80	0.01%
CWM, LLC	1.59K	Mar 31, 26	-925	0.01%
Bernard Wealth Management Corp.	911	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	574	Mar 31, 26	--	0.00%
UBS Group AG	536	Mar 31, 26	+101	0.00%
WealthShield Partners, LLC	512	Mar 31, 26	--	0.00%
Financial Network Wealth Advisors LLC	495	Mar 31, 26	--	0.00%
CITY HOLDING CO	430	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	327	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	272	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	140	Mar 31, 26	+140	0.00%
BARCLAYS PLC	48	Mar 31, 26	-3.31K	0.00%
HRT FINANCIAL LP	--	Mar 31, 26	-20.52K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-31.97K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-60	--
Elmwood Wealth Management, Inc.	--	Mar 31, 26	-6.95K	--
Geneos Wealth Management Inc.	--	Mar 31, 26	-550	--
WorthPointe, LLC	--	Mar 31, 26	-16.29K	--
RPS ADVISORY SOLUTIONS LLC	--	Mar 31, 26	-47.16K	--
MITCHELL CAPITAL MANAGEMENT CO	--	Mar 31, 26	-6.38K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-9.38K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-85.66K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-7.60K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-1.06K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-712	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-500	--
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-7.50K	--
SageView Advisory Group, LLC	300	Dec 31, 25	+300	0.00%
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	1.15%
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	1.56%
InterOcean Capital Group, LLC	79.96K	Mar 31, 24	-11.48K	0.54%
Cetera Advisor Networks LLC	62.85K	Mar 31, 24	-13.87K	0.42%
Cetera Advisors LLC	61.21K	Mar 31, 24	-8.63K	0.41%
FOCUS FINANCIAL NETWORK INC /ADV	19.98K	Dec 31, 23	+19.98K	0.13%
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	0.22%
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	--	0.20%
InterOcean Capital, LLC	40.87K	Jun 30, 20	+40.87K	0.28%
Advisor Group, Inc.	91.08K	Dec 31, 19	--	0.61%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

2.78M

Mar 31, 26

-71.10K

18.76%

Penserra Capital Management LLC

1.57M

Mar 31, 26

+88.92K

10.60%

COMMONWEALTH EQUITY SERVICES, LLC

551.51K

Mar 31, 26

-987.79K

3.72%

ADVISOR GROUP HOLDINGS, INC.

497.35K

Mar 31, 26

-74.04K

3.36%

Colony Group, LLC

431.60K

Mar 31, 26

-17.52K

2.91%

HighTower Advisors, LLC

424.43K

Mar 31, 26

-659

2.86%

Lineweaver Wealth Advisors, LLC

300.29K

Mar 31, 26

-569

2.03%

RAYMOND JAMES FINANCIAL INC

251.34K

Mar 31, 26

-11.88K

1.70%

Cetera Investment Advisers

222.95K

Mar 31, 26

-14.67K

1.50%

LPL Financial LLC

212.11K

Mar 31, 26

-11.94K

1.43%

ENVESTNET ASSET MANAGEMENT INC

199.43K

Mar 31, 26

-1.63K

1.35%

CoreCap Advisors, LLC

196.88K

Mar 31, 26

-2.63K

1.33%

Brookstone Capital Management

196.69K

Mar 31, 26

-2.94K

1.33%

McAdam, LLC

187.50K

Mar 31, 26

-12.59K

1.26%

Kestra Advisory Services, LLC

176.72K

Mar 31, 26

+34.49K

1.19%

Chris Bulman Inc

160.31K

Mar 31, 26

+3.75K

1.08%

Advisory Alpha, LLC

148.63K

Mar 31, 26

+2.25K

1.00%

Beacon Pointe Advisors, LLC

145.46K

Mar 31, 26

+48.69K

0.98%

TRUIST FINANCIAL CORP

133.14K

Mar 31, 26

-1.42K

0.90%

Weaver Capital Management LLC

117.13K

Mar 31, 26

-323

0.79%

Bellwether Advisors, LLC

115.29K

Mar 31, 26

-79

0.78%

ARS Wealth Advisors Group, LLC

111.20K

Mar 31, 26

-1.63K

0.75%

Berkshire Money Management, Inc.

110.20K

Mar 31, 26

-526.97K

0.74%

Weaver Consulting Group

106.64K

Mar 31, 26

0.72%

BLAIR WILLIAM & CO/IL

90.46K

Mar 31, 26

-6.44K

0.61%

Southland Equity Partners LLC

89.72K

Mar 31, 26

0.61%

INDEPENDENT FINANCIAL GROUP, LLC

75.92K

Mar 31, 26

-1.50K

0.51%

Cambridge Investment Research Advisors, Inc.

74.81K

Mar 31, 26

-3.20K

0.50%

Resources Investment Advisors, LLC.

74.51K

Mar 31, 26

-2.04K

0.50%

MML INVESTORS SERVICES, LLC

70.01K

Mar 31, 26

-61.12K

0.47%

Pinnacle Wealth Management Group, Inc.

62.70K

Mar 31, 26

-380

0.42%

YARGER WEALTH STRATEGIES, LLC

60.53K

Mar 31, 26

-6.24K

0.41%

Patriot Financial Group Insurance Agency, LLC

54.69K

Mar 31, 26

+27.34K

0.37%

FORVIS Wealth Advisors, LLC

49.97K

Mar 31, 26

-871

0.34%

Wealth Alliance

49.56K

Mar 31, 26

-1.50K

0.33%

Apollon Wealth Management, LLC

47.12K

Mar 31, 26

+47.12K

0.32%

Castle Rock Wealth Management, LLC

44.93K

Mar 31, 26

0.30%

Cape Investment Advisory, Inc.

41.52K

Mar 31, 26

0.28%

Outlook Wealth Advisors, LLC

40.66K

Mar 31, 26

+2.46K

0.27%

KFG WEALTH MANAGEMENT, LLC

40.06K

Mar 31, 26

-55

0.27%

CAPTRUST FINANCIAL ADVISORS

39.78K

Mar 31, 26

0.27%

CORRADO ADVISORS, LLC

39.39K

Mar 31, 26

-958

0.27%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

38.42K

Mar 31, 26

+157

0.26%

Cresset Asset Management, LLC

38.33K

Mar 31, 26

+4.87K

0.26%

AE Wealth Management LLC

36.40K

Mar 31, 26

-2.82K

0.25%

IFP Advisors, Inc

35.10K

Mar 31, 26

-1.07K

0.24%

Pensionmark Financial Group, LLC

31.92K

Mar 31, 26

0.22%

WPWealth LLP

30.18K

Mar 31, 26

0.20%

Chicago Partners Investment Group LLC

30.09K

Mar 31, 26

-1.16K

0.20%

BCS Wealth Management

29.91K

Mar 31, 26

-29.63K

0.20%

Merit Financial Group, LLC

28.88K

Mar 31, 26

+2.94K

0.19%

RIVERCHASE WEALTH MANAGEMENT, LLC

27.25K

Mar 31, 26

0.18%

LeClair Wealth Partners LLC

26.44K

Mar 31, 26

+26.44K

0.18%

THOROUGHBRED FINANCIAL SERVICES, LLC

26.41K

Mar 31, 26

0.18%

Cornerstone Wealth Group, LLC

25.38K

Mar 31, 26

-1.71K

0.17%

BIP Wealth, LLC

24.42K

Mar 31, 26

-973

0.16%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.73K

Mar 31, 26

-1.19K

0.16%

CRA Financial Services, LLC

23.27K

Mar 31, 26

0.16%

BENJAMIN EDWARDS INC

23.24K

Mar 31, 26

-961

0.16%

Advisory Services Network, LLC

22.70K

Mar 31, 26

-301

0.15%

DHJJ Financial Advisors, Ltd.

21.40K

Mar 31, 26

0.14%

CreativeOne Wealth, LLC

21.34K

Mar 31, 26

-5.54K

0.14%

Focus Financial Network, Inc.

21.30K

Mar 31, 26

-300

0.14%

Annis Gardner Whiting Capital Advisors, LLC

20.88K

Mar 31, 26

0.14%

MAI Capital Management

19.92K

Mar 31, 26

-322

0.13%

Farther Finance Advisors, LLC

19.91K

Mar 31, 26

+15.00K

0.13%

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%

RFG Advisory, LLC

18.61K

Mar 31, 26

-5.32K

0.13%

Spire Wealth Management

18.00K

Mar 31, 26

-1

0.12%

Quest 10 Wealth Builders, Inc.

17.99K

Mar 31, 26

0.12%

GILL CAPITAL PARTNERS, LLC

17.59K

Mar 31, 26

0.12%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

17.58K

Mar 31, 26

-35

0.12%

Tradition Wealth Management, LLC

17.47K

Mar 31, 26

-1.45K

0.12%

Fragasso Group Inc.

17.34K

Mar 31, 26

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.02K

Mar 31, 26

-47.17K

0.11%

Diligent Investors, LLC

16.89K

Mar 31, 26

-340

0.11%

ATTICUS WEALTH MANAGEMENT, LLC

15.84K

Mar 31, 26

0.11%

Global Assets Advisory, LLC

15.02K

Mar 31, 26

-384

0.10%

Global Strategic Investment Solutions, LLC

14.89K

Mar 31, 26

0.10%

JANE STREET GROUP, LLC

14.38K

Mar 31, 26

+14.38K

0.10%

Orion Capital Management LLC

13.77K

Mar 31, 26

0.09%

Garden State Investment Advisory Services LLC

13.59K

Mar 31, 26

0.09%

MGO ONE SEVEN LLC

13.38K

Mar 31, 26

-3.00K

0.09%

Nikulski Financial, Inc.

13.09K

Mar 31, 26

0.09%

Foundations Investment Advisors, LLC

12.86K

Mar 31, 26

+2.37K

0.09%

Dakota Wealth Management

12.82K

Mar 31, 26

0.09%

Cardinal Point Capital Management, ULC

12.77K

Mar 31, 26

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%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

11.36K

Mar 31, 26

-2

0.08%

Concurrent Investment Advisors, LLC

11.17K

Mar 31, 26

+2.32K

0.08%

BECK CAPITAL MANAGEMENT, LLC

10.59K

Mar 31, 26

-257

0.07%

Belpointe Asset Management LLC

10.14K

Mar 31, 26

-14

0.07%

BCGM Wealth Management, LLC

9.98K

Mar 31, 26

0.07%

Ambassador Advisors, LLC

9.74K

Mar 31, 26

-269

0.07%

Cypress Wealth Services, LLC

9.68K

Mar 31, 26

0.07%

Beacon Financial Advisory LLC

9.30K

Mar 31, 26

-300

0.06%

Sequoia Financial Advisors, LLC

8.97K

Mar 31, 26

0.06%

AMERIFLEX GROUP, INC.

8.96K

Mar 31, 26

0.06%

Valmark Advisers, Inc.

8.90K

Mar 31, 26

-4.14K

0.06%

Phoenix Holdings Ltd.

8.65K

Mar 31, 26

0.06%

Capital Analysts, LLC

8.29K

Mar 31, 26

0.06%

Retirement Planning Group

7.98K

Mar 31, 26

0.05%

SRS Capital Advisors, Inc.

7.79K

Mar 31, 26

0.05%

BROWN WEALTH MANAGEMENT, LLC

7.35K

Mar 31, 26

0.05%

Trek Financial, LLC

7.33K

Mar 31, 26

-5

0.05%

Jacobi Capital Management LLC

7.26K

Mar 31, 26

-3.59K

0.05%

Clay Northam Wealth Management, LLC

6.93K

Mar 31, 26

-10

0.05%

Stratos Wealth Advisors, LLC

6.60K

Mar 31, 26

-1.32K

0.04%

Capstone Triton Financial Group, LLC

6.37K

Mar 31, 26

+6.37K

0.04%

Summit Financial, LLC

6.27K

Mar 31, 26

0.04%

Blue Sky Capital Consultants Group, Inc.

6.13K

Mar 31, 26

-1.79K

0.04%

Firestone Capital Management

6.00K

Mar 31, 26

0.04%

Galvin, Gaustad & Stein, LLC

5.87K

Mar 31, 26

-25

0.04%

BANK OF AMERICA CORP /DE/

5.80K

Mar 31, 26

+5.80K

0.04%

HARBOUR INVESTMENTS, INC.

5.75K

Mar 31, 26

-3.49K

0.04%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

5.67K

Mar 31, 26

0.04%

Sigma Planning Corp

5.63K

Mar 31, 26

-48

0.04%

Visionary Wealth Advisors

5.49K

Mar 31, 26

-475

0.04%

Straight Path Wealth Management

5.35K

Mar 31, 26

0.04%

PRINCIPAL SECURITIES, INC.

5.35K

Mar 31, 26

+305

0.04%

WealthPlan Investment Management, LLC

5.25K

Mar 31, 26

0.04%

Arkadios Wealth Advisors

5.22K

Mar 31, 26

+5.22K

0.04%

Fiduciary Alliance LLC

5.18K

Mar 31, 26

-285

0.03%

MONEY CONCEPTS CAPITAL CORP

5.10K

Mar 31, 26

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

4.79K

Mar 31, 26

0.03%

Integrity Financial Corp /WA

3.65K

Mar 31, 26

-1.63K

0.02%

Rockefeller Capital Management L.P.

3.45K

Mar 31, 26

-3.00K

0.02%

CHAPMAN FINANCIAL GROUP, LLC

3.10K

Mar 31, 26

0.02%

JPMORGAN CHASE & CO

3.00K

Mar 31, 26

+3.00K

0.02%

Wagner Wealth Management, LLC

1.99K

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

1.88K

Mar 31, 26

0.01%

AdvisorNet Financial, Inc

1.85K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

1.71K

Mar 31, 26

0.01%

Global Wealth Strategies & Associates

1.64K

Mar 31, 26

-80

0.01%

CWM, LLC

1.59K

Mar 31, 26

-925

0.01%

Bernard Wealth Management Corp.

911

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

574

Mar 31, 26

0.00%

UBS Group AG

536

Mar 31, 26

+101

0.00%

WealthShield Partners, LLC

512

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

495

Mar 31, 26

0.00%

CITY HOLDING CO

430

Mar 31, 26

0.00%

Anfield Capital Management, LLC

327

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

272

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

140

Mar 31, 26

+140

0.00%

BARCLAYS PLC

Mar 31, 26

-3.31K

0.00%

HRT FINANCIAL LP

Mar 31, 26

-20.52K

Janney Montgomery Scott LLC

Mar 31, 26

-31.97K

Jessup Wealth Management, Inc

Mar 31, 26

-60

Elmwood Wealth Management, Inc.

Mar 31, 26

-6.95K

Geneos Wealth Management Inc.

Mar 31, 26

-550

WorthPointe, LLC

Mar 31, 26

-16.29K

RPS ADVISORY SOLUTIONS LLC

Mar 31, 26

-47.16K

MITCHELL CAPITAL MANAGEMENT CO

Mar 31, 26

-6.38K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-9.38K

Clear Point Advisors Inc.

Mar 31, 26

-85.66K

CITADEL ADVISORS LLC

Mar 31, 26

-7.60K

Lloyd Advisory Services, LLC.

Mar 31, 26

-1.06K

OPTIMA CAPITAL LLC

Mar 31, 26

-712

ROYAL BANK OF CANADA

Mar 31, 26

-500

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-7.50K

SageView Advisory Group, LLC

300

Dec 31, 25

+300

0.00%

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

1.15%

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

1.56%

InterOcean Capital Group, LLC

79.96K

Mar 31, 24

-11.48K

0.54%

Cetera Advisor Networks LLC

62.85K

Mar 31, 24

-13.87K

0.42%

Cetera Advisors LLC

61.21K

Mar 31, 24

-8.63K

0.41%

FOCUS FINANCIAL NETWORK INC /ADV

19.98K

Dec 31, 23

+19.98K

0.13%

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

0.22%

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

0.20%

InterOcean Capital, LLC

40.87K

Jun 30, 20

+40.87K

0.28%

Advisor Group, Inc.

91.08K

Dec 31, 19

0.61%