Innovator U.S. Equity Power Buffer ETF - March(PMAR)

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Innovator U.S. Equity Power Buffer ETF - March(PMAR)

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PMAR(PMAR)

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

Institutional Ownership

Top 245 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	1.73M	Jun 30, 26	-9.83K	10.98%
Penserra Capital Management LLC	1.54M	Jun 30, 26	+64.18K	9.74%
ADVISOR GROUP HOLDINGS, INC.	751.82K	Jun 30, 26	+70.44K	4.77%
Brookstone Capital Management	706.66K	Jun 30, 26	+563.11K	4.48%
Southland Equity Partners LLC	673.84K	Jun 30, 26	-7.96K	4.27%
Colony Group, LLC	579.54K	Jun 30, 26	-68.66K	3.68%
Cetera Investment Advisers	310.09K	Jun 30, 26	+50.42K	1.97%
COMMONWEALTH EQUITY SERVICES, LLC	301.25K	Jun 30, 26	-64.27K	1.91%
LPL Financial LLC	263.21K	Jun 30, 26	+3.73K	1.67%
RAYMOND JAMES FINANCIAL INC	215.90K	Jun 30, 26	-7.71K	1.37%
Kestra Advisory Services, LLC	193.63K	Jun 30, 26	-61.87K	1.23%
HighTower Advisors, LLC	174.81K	Jun 30, 26	+4.91K	1.11%
CoreCap Advisors, LLC	149.46K	Jun 30, 26	+7.97K	0.95%
Bellwether Advisors, LLC	129.66K	Jun 30, 26	-171	0.82%
TRUIST FINANCIAL CORP	126.28K	Jun 30, 26	-1.37K	0.80%
Beacon Pointe Advisors, LLC	126.19K	Jun 30, 26	-1.01K	0.80%
ENVESTNET ASSET MANAGEMENT INC	113.91K	Jun 30, 26	-3.95K	0.72%
BLAIR WILLIAM & CO/IL	107.81K	Jun 30, 26	+28.38K	0.68%
Cambridge Investment Research Advisors, Inc.	98.75K	Jun 30, 26	-24.19K	0.63%
Diligent Investors, LLC	91.65K	Jun 30, 26	+870	0.58%
KFG WEALTH MANAGEMENT, LLC	91.51K	Jun 30, 26	+408	0.58%
Cresset Asset Management, LLC	87.34K	Jun 30, 26	-7.90K	0.55%
Wealth Alliance	87.12K	Jun 30, 26	-122	0.55%
Advisory Alpha, LLC	86.67K	Jun 30, 26	+26.10K	0.55%
Cerity Partners LLC	78.33K	Jun 30, 26	-1.10K	0.50%
DIVERSIFY WEALTH MANAGEMENT, LLC	70.16K	Jun 30, 26	-968	0.44%
Diversify Advisory Services, LLC	70.16K	Jun 30, 26	+70.16K	0.44%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	69.14K	Jun 30, 26	+40.57K	0.44%
Resources Investment Advisors, LLC.	69.13K	Jun 30, 26	-3.96K	0.44%
MAI Capital Management	64.99K	Jun 30, 26	-649	0.41%
Valmark Advisers, Inc.	64.56K	Jun 30, 26	+34	0.41%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	62.54K	Jun 30, 26	+5.38K	0.40%
CRA Financial Services, LLC	60.22K	Jun 30, 26	-230	0.38%
MML INVESTORS SERVICES, LLC	59.76K	Jun 30, 26	+10.06K	0.38%
ATTICUS WEALTH MANAGEMENT, LLC	59.53K	Jun 30, 26	-3.10K	0.38%
WPWealth LLP	59.28K	Jun 30, 26	--	0.38%
YARGER WEALTH STRATEGIES, LLC	57.69K	Jun 30, 26	--	0.37%
FORVIS Wealth Advisors, LLC	56.77K	Jun 30, 26	-4.39K	0.36%
BCS Wealth Management	56.37K	Jun 30, 26	-405	0.36%
Global Assets Advisory, LLC	55.93K	Jun 30, 26	-5	0.35%
Janney Montgomery Scott LLC	51.08K	Jun 30, 26	+1.66K	0.32%
NewEdge Advisors, LLC	50.45K	Jun 30, 26	-58	0.32%
Spire Wealth Management	49.02K	Jun 30, 26	-1.51K	0.31%
CORRADO ADVISORS, LLC	43.20K	Jun 30, 26	-707	0.27%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	38.07K	Jun 30, 26	-376	0.24%
Foundations Investment Advisors, LLC	37.98K	Jun 30, 26	+1.00K	0.24%
Chris Bulman Inc	36.27K	Jun 30, 26	+4.96K	0.23%
AE Wealth Management LLC	36.13K	Jun 30, 26	-6.94K	0.23%
GenTrust, LLC	35.81K	Jun 30, 26	--	0.23%
Bright Futures Wealth Management, LLC.	35.73K	Jun 30, 26	-53.91K	0.23%
Weaver Capital Management LLC	35.64K	Jun 30, 26	--	0.23%
Lido Advisors, LLC	34.97K	Jun 30, 26	--	0.22%
Main Street Financial Solutions, LLC	34.63K	Jun 30, 26	-2.77K	0.22%
Keystone Wealth Services, LLC	34.19K	Jun 30, 26	-100	0.22%
Arkadios Wealth Advisors	33.88K	Jun 30, 26	+23.53K	0.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	33.47K	Jun 30, 26	+2.03K	0.21%
Patriot Financial Group Insurance Agency, LLC	32.75K	Jun 30, 26	-29.82K	0.21%
Lakeridge Wealth Management LLC	32.19K	Jun 30, 26	--	0.20%
CreativeOne Wealth, LLC	31.97K	Jun 30, 26	-215	0.20%
MACROVIEW INVESTMENT MANAGEMENT LLC	30.29K	Jun 30, 26	--	0.19%
Belpointe Asset Management LLC	30.13K	Jun 30, 26	+5.44K	0.19%
Castle Rock Wealth Management, LLC	29.86K	Jun 30, 26	-3.20K	0.19%
AQR CAPITAL MANAGEMENT LLC	29.61K	Jun 30, 26	-991	0.19%
Trek Financial, LLC	29.08K	Jun 30, 26	-672	0.18%
IFP Advisors, Inc	29.01K	Jun 30, 26	-1.07K	0.18%
Vantage Point Financial LLC	28.63K	Jun 30, 26	--	0.18%
Farther Finance Advisors, LLC	28.58K	Jun 30, 26	-166	0.18%
Americana Partners, LLC	27.83K	Jun 30, 26	--	0.18%
CITY HOLDING CO	26.86K	Jun 30, 26	-300	0.17%
Ascent Wealth Partners, LLC	25.79K	Jun 30, 26	-10.06K	0.16%
LifeWealth Investments, LLC	25.20K	Jun 30, 26	--	0.16%
CANANDAIGUA NATIONAL BANK & TRUST CO	23.82K	Jun 30, 26	+23.82K	0.15%
Lineweaver Wealth Advisors, LLC	23.77K	Jun 30, 26	--	0.15%
CITADEL ADVISORS LLC	23.70K	Jun 30, 26	+23.70K	0.15%
Advisory Services Network, LLC	22.53K	Jun 30, 26	--	0.14%
FSA Advisors, Inc.	21.71K	Jun 30, 26	-699	0.14%
Cornerstone Wealth Group, LLC	20.19K	Jun 30, 26	-5.39K	0.13%
Jessup Wealth Management, Inc	20.19K	Jun 30, 26	-2.06K	0.13%
HRT FINANCIAL LP	20.16K	Jun 30, 26	+20.16K	0.13%
Hidden Cove Wealth Management, LLC	20.08K	Jun 30, 26	--	0.13%
Retirement Planning Group	18.88K	Jun 30, 26	--	0.12%
SAGESPRING WEALTH PARTNERS, LLC	18.64K	Jun 30, 26	+9.19K	0.12%
Cyndeo Wealth Partners, LLC	17.52K	Jun 30, 26	--	0.11%
SIGNATUREFD, LLC	17.28K	Jun 30, 26	--	0.11%
RFG Advisory, LLC	16.61K	Jun 30, 26	--	0.11%
Merit Financial Group, LLC	16.49K	Jun 30, 26	-1.04K	0.10%
Concurrent Investment Advisors, LLC	16.41K	Jun 30, 26	--	0.10%
Straight Path Wealth Management	16.37K	Jun 30, 26	-3	0.10%
Orion Capital Management LLC	16.26K	Jun 30, 26	--	0.10%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	16.25K	Jun 30, 26	-117	0.10%
MERCER GLOBAL ADVISORS INC /ADV	15.76K	Jun 30, 26	-753	0.10%
Stratos Wealth Advisors, LLC	15.23K	Jun 30, 26	--	0.10%
Capital Square, LLC	15.00K	Jun 30, 26	--	0.10%
Blue Sky Capital Consultants Group, Inc.	14.87K	Jun 30, 26	+1.29K	0.09%
RITHOLTZ WEALTH MANAGEMENT	13.38K	Jun 30, 26	-617	0.08%
Ausdal Financial Partners, Inc.	13.32K	Jun 30, 26	-335	0.08%
Dakota Wealth Management	13.01K	Jun 30, 26	+3.00K	0.08%
Dynamic Advisor Solutions LLC	12.74K	Jun 30, 26	-2	0.08%
Quest 10 Wealth Builders, Inc.	12.61K	Jun 30, 26	-600	0.08%
WEST MICHIGAN ADVISORS, LLC	12.58K	Jun 30, 26	--	0.08%
Wood Tarver Financial Group, LLC	12.51K	Jun 30, 26	-128	0.08%
Capstone Triton Financial Group, LLC	12.19K	Jun 30, 26	-2.74K	0.08%
Pensionmark Financial Group, LLC	12.15K	Jun 30, 26	-128	0.08%
Cypress Wealth Services, LLC	12.01K	Jun 30, 26	+1.41K	0.08%
Mutual Advisors, LLC	11.99K	Jun 30, 26	-74	0.08%
Weaver Consulting Group	11.46K	Jun 30, 26	--	0.07%
SILVER OAK SECURITIES, INCORPORATED	11.25K	Jun 30, 26	-5.47K	0.07%
DHJJ Financial Advisors, Ltd.	10.99K	Jun 30, 26	--	0.07%
Jacobi Capital Management LLC	10.74K	Jun 30, 26	--	0.07%
Pinnacle Wealth Management Group, Inc.	10.44K	Jun 30, 26	--	0.07%
Continuum Advisory, LLC	10.43K	Jun 30, 26	-643	0.07%
Phoenix Holdings Ltd.	10.12K	Jun 30, 26	-2.38K	0.06%
RIVERCHASE WEALTH MANAGEMENT, LLC	10.04K	Jun 30, 26	-1.77K	0.06%
SRS Capital Advisors, Inc.	9.65K	Jun 30, 26	+917	0.06%
BENJAMIN EDWARDS INC	9.32K	Jun 30, 26	--	0.06%
Chicago Partners Investment Group LLC	9.28K	Jun 30, 26	--	0.06%
Strategic Blueprint, LLC	9.26K	Jun 30, 26	--	0.06%
Ascent Group, LLC	9.19K	Jun 30, 26	--	0.06%
Visionary Wealth Advisors	9.18K	Jun 30, 26	--	0.06%
Focus Financial Network, Inc.	8.95K	Jun 30, 26	-1.57K	0.06%
Integrated Wealth Concepts LLC	8.70K	Jun 30, 26	--	0.06%
Fidelis Capital Partners, LLC	8.35K	Jun 30, 26	-3.85K	0.05%
Firestone Capital Management	8.29K	Jun 30, 26	--	0.05%
Sigma Planning Corp	8.20K	Jun 30, 26	--	0.05%
Clay Northam Wealth Management, LLC	8.16K	Jun 30, 26	--	0.05%
AdvisorNet Financial, Inc	7.99K	Jun 30, 26	--	0.05%
Sugar Maple Asset Management, LLC	7.98K	Jun 30, 26	+1.61K	0.05%
Summit Wealth Partners, LLC	7.96K	Jun 30, 26	--	0.05%
Cape Investment Advisory, Inc.	7.46K	Jun 30, 26	--	0.05%
Fiduciary Alliance LLC	7.43K	Jun 30, 26	--	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	7.00K	Jun 30, 26	--	0.04%
Global Strategic Investment Solutions, LLC	6.96K	Jun 30, 26	--	0.04%
JPMORGAN CHASE & CO	6.96K	Jun 30, 26	--	0.04%
AssuredPartners Investment Advisors, LLC	6.94K	Jun 30, 26	--	0.04%
Bedel Financial Consulting, Inc.	6.93K	Jun 30, 26	-434	0.04%
Galvin, Gaustad & Stein, LLC	6.86K	Jun 30, 26	-321	0.04%
CAPTRUST FINANCIAL ADVISORS	6.80K	Jun 30, 26	--	0.04%
First City Capital Management, Inc.	6.75K	Jun 30, 26	--	0.04%
Pathstone Holdings, LLC	6.72K	Jun 30, 26	--	0.04%
First Heartland Consultants, Inc.	6.67K	Jun 30, 26	-133	0.04%
Sequoia Financial Advisors, LLC	6.44K	Jun 30, 26	--	0.04%
Sentinus, LLC	6.36K	Jun 30, 26	--	0.04%
ARS Wealth Advisors Group, LLC	6.33K	Jun 30, 26	--	0.04%
MGO ONE SEVEN LLC	6.25K	Jun 30, 26	--	0.04%
Fragasso Group Inc.	6.19K	Jun 30, 26	--	0.04%
J.W. COLE ADVISORS, INC.	6.12K	Jun 30, 26	+6.12K	0.04%
HFG Wealth Management, LLC	6.11K	Jun 30, 26	-1.78K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	5.96K	Jun 30, 26	+5.96K	0.04%
Apollon Wealth Management, LLC	5.81K	Jun 30, 26	--	0.04%
Geneos Wealth Management Inc.	5.70K	Jun 30, 26	+2.85K	0.04%
HARBOUR INVESTMENTS, INC.	5.62K	Jun 30, 26	--	0.04%
AlphaStar Capital Management, LLC	5.56K	Jun 30, 26	+947	0.04%
Clearstead Advisors, LLC	5.49K	Jun 30, 26	--	0.03%
Vestment Financial LLC	5.46K	Jun 30, 26	--	0.03%
Marshall Financial Group LLC	5.37K	Jun 30, 26	--	0.03%
INTEGRAL INVESTMENT ADVISORS, INC.	5.33K	Jun 30, 26	--	0.03%
PTM WEALTH MANAGEMENT, LLC	5.27K	Jun 30, 26	-104	0.03%
Perigon Wealth Management, LLC	5.20K	Jun 30, 26	--	0.03%
VestGen Advisors, LLC	5.04K	Jun 30, 26	--	0.03%
Ronald Blue Trust, Inc.	5.00K	Jun 30, 26	--	0.03%
Grantvest Financial Group LLC	4.95K	Jun 30, 26	+4.95K	0.03%
Financial Network Wealth Advisors LLC	4.95K	Jun 30, 26	+428	0.03%
FC Advisory LLC	4.89K	Jun 30, 26	--	0.03%
Ambassador Advisors, LLC	4.88K	Jun 30, 26	+4.88K	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.67K	Jun 30, 26	-681	0.03%
Dana Investment Advisors, Inc.	4.63K	Jun 30, 26	--	0.03%
BIP Wealth, LLC	4.62K	Jun 30, 26	--	0.03%
SMITH SHELLNUT WILSON LLC /ADV	4.50K	Jun 30, 26	--	0.03%
Compass Advisory Group LLC	4.35K	Jun 30, 26	+4.35K	0.03%
Evergreen Wealth Solutions, LLC	4.30K	Jun 30, 26	+4.30K	0.03%
Garden State Investment Advisory Services LLC	4.29K	Jun 30, 26	+4.29K	0.03%
Steward Partners Investment Advisory, LLC	4.16K	Jun 30, 26	-81.63K	0.03%
Millstone Evans Group, LLC	3.40K	Jun 30, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.95K	Jun 30, 26	--	0.02%
AMERIFLEX GROUP, INC.	2.77K	Jun 30, 26	--	0.02%
JDM Financial Group LLC	2.34K	Jun 30, 26	--	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.82K	Jun 30, 26	-1	0.01%
Ashton Thomas Private Wealth, LLC	1.66K	Jun 30, 26	--	0.01%
Integrity Financial Corp /WA	1.57K	Jun 30, 26	--	0.01%
PFS Partners, LLC	1.33K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	1.21K	Jun 30, 26	--	0.01%
Allworth Financial LP	1.12K	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	1.09K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	950	Jun 30, 26	-200	0.01%
CNB Bank	899	Jun 30, 26	--	0.01%
HAZLETT, BURT & WATSON, INC.	800	Jun 30, 26	--	0.01%
BARCLAYS PLC	593	Jun 30, 26	+593	0.00%
BANK OF MONTREAL /CAN/	543	Jun 30, 26	--	0.00%
GGM Financials LLC	385	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	182	Jun 30, 26	+182	0.00%
ASSETMARK, INC	76	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	51	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL GROUP, LLC	--	Jun 30, 26	-15.22K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-783	--
Wagner Wealth Management, LLC	--	Jun 30, 26	-1.99K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-23.71K	--
Mariner, LLC	--	Jun 30, 26	-27.11K	--
FLORIDA FINANCIAL ADVISORS, LLC	--	Jun 30, 26	-6.77K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-35.05K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-18.47K	--
Beacon Pointe Advisors, LLC	127.20K	Mar 31, 26	+59.70K	0.81%
GILL CAPITAL PARTNERS, LLC	58.10K	Mar 31, 26	+485	0.37%
CANANDAIGUA NATIONAL CORP	23.82K	Mar 31, 26	+23.82K	0.15%
Orion Capital Management LLC	16.26K	Mar 31, 26	+596	0.10%
CWM, LLC	5.41K	Mar 31, 26	-60	0.03%
Sunbelt Securities, Inc.	3.68K	Mar 31, 26	+3.68K	0.02%
JDM Financial Group LLC	2.34K	Mar 31, 26	+2.34K	0.01%
Anfield Capital Management, LLC	801	Mar 31, 26	+488	0.01%
Bernard Wealth Management Corp.	319	Mar 31, 26	--	0.00%
Stuart Chaussee & Associates, Inc.	35.69K	Sep 30, 25	-6.31K	0.23%
Bullseye Investment Management, LLC	23.60K	Sep 30, 25	--	0.15%
Vishria Bird Financial Group, LLC	17.09K	Sep 30, 25	--	0.11%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-6.44K	--
Atria Wealth Solutions, Inc.	35.97K	Jun 30, 25	+3.39K	0.23%
AVANTAX ADVISORY SERVICES, INC.	16.63K	Jun 30, 25	--	0.11%
SCHNIEDERS CAPITAL MANAGEMENT LLC	11.60K	Jun 30, 25	--	0.07%
Smith Anglin Financial, LLC	11.13K	Jun 30, 25	-918	0.07%
Heritage Wealth Partners, LLC	7.05K	Mar 31, 25	+7.05K	0.04%
Orion Portfolio Solutions, LLC	5.61K	Mar 31, 25	-534	0.04%
Sugarloaf Wealth Management, LLC	10.14K	Dec 31, 24	-135	0.06%
Riggs Capital Management LLC	9.38K	Dec 31, 24	+9.38K	0.06%
Raymond James Financial Services Advisors, Inc.	185.29K	Sep 30, 24	-5.75K	1.17%
RAYMOND JAMES & ASSOCIATES	54.17K	Sep 30, 24	-2.81K	0.34%
Alera Investment Advisors, LLC	10.39K	Sep 30, 24	-5.57K	0.07%
BENJAMIN F. EDWARDS & COMPANY, INC.	15.41K	Jun 30, 24	--	0.10%
Relative Value Partners Group, LLC	9.94K	Jun 30, 24	+9.94K	0.06%
Epic Trust Investment Advisors, LLC	6.35K	Jun 30, 24	--	0.04%
Strategic Wealth Partners Group LLC	232.11K	Mar 31, 24	+169.84K	1.47%
Cetera Advisor Networks LLC	156.59K	Mar 31, 24	+21.89K	0.99%
InterOcean Capital Group, LLC	129.59K	Mar 31, 24	+27.82K	0.82%
Cetera Advisors LLC	113.25K	Mar 31, 24	+62.70K	0.72%
WEALTHSOURCE PARTNERS, LLC	144.26K	Dec 31, 23	-1.29K	0.91%
Sutton Wealth Advisors Inc.	29.98K	Sep 30, 23	--	0.19%
Steward Financial Group LLC	10.40K	Sep 30, 23	--	0.07%
BEDEL FINANCIAL CONSULTING INC	9.59K	Sep 30, 23	+9.59K	0.06%
First Capital Advisors Group, LLC.	124.79K	Jun 30, 23	+5.08K	0.79%
Financial Architects, Inc	11.13K	Jun 30, 23	--	0.07%
Strategic Asset Management, LLC	5.55K	Sep 30, 22	--	0.04%
Covington Capital Management	1.50K	Sep 30, 22	+1.00K	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	55.01K	Mar 31, 22	+51.91K	0.35%
Ameritas Investment Company, LLC	7.29K	Sep 30, 21	--	0.05%
Hoover Financial Advisors, Inc.	106.07K	Jun 30, 21	-592	0.67%
OLD MISSION CAPITAL, LLC	45.84K	Dec 31, 20	+45.84K	0.29%
Stearns Financial Services Group	442.12K	Sep 30, 20	-7.52K	2.80%
InterOcean Capital, LLC	226.94K	Jun 30, 20	+15.94K	1.44%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

1.73M

Jun 30, 26

-9.83K

10.98%

Penserra Capital Management LLC

1.54M

Jun 30, 26

+64.18K

9.74%

ADVISOR GROUP HOLDINGS, INC.

751.82K

Jun 30, 26

+70.44K

4.77%

Brookstone Capital Management

706.66K

Jun 30, 26

+563.11K

4.48%

Southland Equity Partners LLC

673.84K

Jun 30, 26

-7.96K

4.27%

Colony Group, LLC

579.54K

Jun 30, 26

-68.66K

3.68%

Cetera Investment Advisers

310.09K

Jun 30, 26

+50.42K

1.97%

COMMONWEALTH EQUITY SERVICES, LLC

301.25K

Jun 30, 26

-64.27K

1.91%

LPL Financial LLC

263.21K

Jun 30, 26

+3.73K

1.67%

RAYMOND JAMES FINANCIAL INC

215.90K

Jun 30, 26

-7.71K

1.37%

Kestra Advisory Services, LLC

193.63K

Jun 30, 26

-61.87K

1.23%

HighTower Advisors, LLC

174.81K

Jun 30, 26

+4.91K

1.11%

CoreCap Advisors, LLC

149.46K

Jun 30, 26

+7.97K

0.95%

Bellwether Advisors, LLC

129.66K

Jun 30, 26

-171

0.82%

TRUIST FINANCIAL CORP

126.28K

Jun 30, 26

-1.37K

0.80%

Beacon Pointe Advisors, LLC

126.19K

Jun 30, 26

-1.01K

0.80%

ENVESTNET ASSET MANAGEMENT INC

113.91K

Jun 30, 26

-3.95K

0.72%

BLAIR WILLIAM & CO/IL

107.81K

Jun 30, 26

+28.38K

0.68%

Cambridge Investment Research Advisors, Inc.

98.75K

Jun 30, 26

-24.19K

0.63%

Diligent Investors, LLC

91.65K

Jun 30, 26

+870

0.58%

KFG WEALTH MANAGEMENT, LLC

91.51K

Jun 30, 26

+408

0.58%

Cresset Asset Management, LLC

87.34K

Jun 30, 26

-7.90K

0.55%

Wealth Alliance

87.12K

Jun 30, 26

-122

0.55%

Advisory Alpha, LLC

86.67K

Jun 30, 26

+26.10K

0.55%

Cerity Partners LLC

78.33K

Jun 30, 26

-1.10K

0.50%

DIVERSIFY WEALTH MANAGEMENT, LLC

70.16K

Jun 30, 26

-968

0.44%

Diversify Advisory Services, LLC

70.16K

Jun 30, 26

+70.16K

0.44%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

69.14K

Jun 30, 26

+40.57K

0.44%

Resources Investment Advisors, LLC.

69.13K

Jun 30, 26

-3.96K

0.44%

MAI Capital Management

64.99K

Jun 30, 26

-649

0.41%

Valmark Advisers, Inc.

64.56K

Jun 30, 26

+34

0.41%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

62.54K

Jun 30, 26

+5.38K

0.40%

CRA Financial Services, LLC

60.22K

Jun 30, 26

-230

0.38%

MML INVESTORS SERVICES, LLC

59.76K

Jun 30, 26

+10.06K

0.38%

ATTICUS WEALTH MANAGEMENT, LLC

59.53K

Jun 30, 26

-3.10K

0.38%

WPWealth LLP

59.28K

Jun 30, 26

0.38%

YARGER WEALTH STRATEGIES, LLC

57.69K

Jun 30, 26

0.37%

FORVIS Wealth Advisors, LLC

56.77K

Jun 30, 26

-4.39K

0.36%

BCS Wealth Management

56.37K

Jun 30, 26

-405

0.36%

Global Assets Advisory, LLC

55.93K

Jun 30, 26

-5

0.35%

Janney Montgomery Scott LLC

51.08K

Jun 30, 26

+1.66K

0.32%

NewEdge Advisors, LLC

50.45K

Jun 30, 26

-58

0.32%

Spire Wealth Management

49.02K

Jun 30, 26

-1.51K

0.31%

CORRADO ADVISORS, LLC

43.20K

Jun 30, 26

-707

0.27%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

38.07K

Jun 30, 26

-376

0.24%

Foundations Investment Advisors, LLC

37.98K

Jun 30, 26

+1.00K

0.24%

Chris Bulman Inc

36.27K

Jun 30, 26

+4.96K

0.23%

AE Wealth Management LLC

36.13K

Jun 30, 26

-6.94K

0.23%

GenTrust, LLC

35.81K

Jun 30, 26

0.23%

Bright Futures Wealth Management, LLC.

35.73K

Jun 30, 26

-53.91K

0.23%

Weaver Capital Management LLC

35.64K

Jun 30, 26

0.23%

Lido Advisors, LLC

34.97K

Jun 30, 26

0.22%

Main Street Financial Solutions, LLC

34.63K

Jun 30, 26

-2.77K

0.22%

Keystone Wealth Services, LLC

34.19K

Jun 30, 26

-100

0.22%

Arkadios Wealth Advisors

33.88K

Jun 30, 26

+23.53K

0.21%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

33.47K

Jun 30, 26

+2.03K

0.21%

Patriot Financial Group Insurance Agency, LLC

32.75K

Jun 30, 26

-29.82K

0.21%

Lakeridge Wealth Management LLC

32.19K

Jun 30, 26

0.20%

CreativeOne Wealth, LLC

31.97K

Jun 30, 26

-215

0.20%

MACROVIEW INVESTMENT MANAGEMENT LLC

30.29K

Jun 30, 26

0.19%

Belpointe Asset Management LLC

30.13K

Jun 30, 26

+5.44K

0.19%

Castle Rock Wealth Management, LLC

29.86K

Jun 30, 26

-3.20K

0.19%

AQR CAPITAL MANAGEMENT LLC

29.61K

Jun 30, 26

-991

0.19%

Trek Financial, LLC

29.08K

Jun 30, 26

-672

0.18%

IFP Advisors, Inc

29.01K

Jun 30, 26

-1.07K

0.18%

Vantage Point Financial LLC

28.63K

Jun 30, 26

0.18%

Farther Finance Advisors, LLC

28.58K

Jun 30, 26

-166

0.18%

Americana Partners, LLC

27.83K

Jun 30, 26

0.18%

CITY HOLDING CO

26.86K

Jun 30, 26

-300

0.17%

Ascent Wealth Partners, LLC

25.79K

Jun 30, 26

-10.06K

0.16%

LifeWealth Investments, LLC

25.20K

Jun 30, 26

0.16%

CANANDAIGUA NATIONAL BANK & TRUST CO

23.82K

Jun 30, 26

+23.82K

0.15%

Lineweaver Wealth Advisors, LLC

23.77K

Jun 30, 26

0.15%

CITADEL ADVISORS LLC

23.70K

Jun 30, 26

+23.70K

0.15%

Advisory Services Network, LLC

22.53K

Jun 30, 26

0.14%

FSA Advisors, Inc.

21.71K

Jun 30, 26

-699

0.14%

Cornerstone Wealth Group, LLC

20.19K

Jun 30, 26

-5.39K

0.13%

Jessup Wealth Management, Inc

20.19K

Jun 30, 26

-2.06K

0.13%

HRT FINANCIAL LP

20.16K

Jun 30, 26

+20.16K

0.13%

Hidden Cove Wealth Management, LLC

20.08K

Jun 30, 26

0.13%

Retirement Planning Group

18.88K

Jun 30, 26

0.12%

SAGESPRING WEALTH PARTNERS, LLC

18.64K

Jun 30, 26

+9.19K

0.12%

Cyndeo Wealth Partners, LLC

17.52K

Jun 30, 26

0.11%

SIGNATUREFD, LLC

17.28K

Jun 30, 26

0.11%

RFG Advisory, LLC

16.61K

Jun 30, 26

0.11%

Merit Financial Group, LLC

16.49K

Jun 30, 26

-1.04K

0.10%

Concurrent Investment Advisors, LLC

16.41K

Jun 30, 26

0.10%

Straight Path Wealth Management

16.37K

Jun 30, 26

-3

0.10%

Orion Capital Management LLC

16.26K

Jun 30, 26

0.10%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

16.25K

Jun 30, 26

-117

0.10%

MERCER GLOBAL ADVISORS INC /ADV

15.76K

Jun 30, 26

-753

0.10%

Stratos Wealth Advisors, LLC

15.23K

Jun 30, 26

0.10%

Capital Square, LLC

15.00K

Jun 30, 26

0.10%

Blue Sky Capital Consultants Group, Inc.

14.87K

Jun 30, 26

+1.29K

0.09%

RITHOLTZ WEALTH MANAGEMENT

13.38K

Jun 30, 26

-617

0.08%

Ausdal Financial Partners, Inc.

13.32K

Jun 30, 26

-335

0.08%

Dakota Wealth Management

13.01K

Jun 30, 26

+3.00K

0.08%

Dynamic Advisor Solutions LLC

12.74K

Jun 30, 26

-2

0.08%

Quest 10 Wealth Builders, Inc.

12.61K

Jun 30, 26

-600

0.08%

WEST MICHIGAN ADVISORS, LLC

12.58K

Jun 30, 26

0.08%

Wood Tarver Financial Group, LLC

12.51K

Jun 30, 26

-128

0.08%

Capstone Triton Financial Group, LLC

12.19K

Jun 30, 26

-2.74K

0.08%

Pensionmark Financial Group, LLC

12.15K

Jun 30, 26

-128

0.08%

Cypress Wealth Services, LLC

12.01K

Jun 30, 26

+1.41K

0.08%

Mutual Advisors, LLC

11.99K

Jun 30, 26

-74

0.08%

Weaver Consulting Group

11.46K

Jun 30, 26

0.07%

SILVER OAK SECURITIES, INCORPORATED

11.25K

Jun 30, 26

-5.47K

0.07%

DHJJ Financial Advisors, Ltd.

10.99K

Jun 30, 26

0.07%

Jacobi Capital Management LLC

10.74K

Jun 30, 26

0.07%

Pinnacle Wealth Management Group, Inc.

10.44K

Jun 30, 26

0.07%

Continuum Advisory, LLC

10.43K

Jun 30, 26

-643

0.07%

Phoenix Holdings Ltd.

10.12K

Jun 30, 26

-2.38K

0.06%

RIVERCHASE WEALTH MANAGEMENT, LLC

10.04K

Jun 30, 26

-1.77K

0.06%

SRS Capital Advisors, Inc.

9.65K

Jun 30, 26

+917

0.06%

BENJAMIN EDWARDS INC

9.32K

Jun 30, 26

0.06%

Chicago Partners Investment Group LLC

9.28K

Jun 30, 26

0.06%

Strategic Blueprint, LLC

9.26K

Jun 30, 26

0.06%

Ascent Group, LLC

9.19K

Jun 30, 26

0.06%

Visionary Wealth Advisors

9.18K

Jun 30, 26

0.06%

Focus Financial Network, Inc.

8.95K

Jun 30, 26

-1.57K

0.06%

Integrated Wealth Concepts LLC

8.70K

Jun 30, 26

0.06%

Fidelis Capital Partners, LLC

8.35K

Jun 30, 26

-3.85K

0.05%

Firestone Capital Management

8.29K

Jun 30, 26

0.05%

Sigma Planning Corp

8.20K

Jun 30, 26

0.05%

Clay Northam Wealth Management, LLC

8.16K

Jun 30, 26

0.05%

AdvisorNet Financial, Inc

7.99K

Jun 30, 26

0.05%

Sugar Maple Asset Management, LLC

7.98K

Jun 30, 26

+1.61K

0.05%

Summit Wealth Partners, LLC

7.96K

Jun 30, 26

0.05%

Cape Investment Advisory, Inc.

7.46K

Jun 30, 26

0.05%

Fiduciary Alliance LLC

7.43K

Jun 30, 26

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

7.00K

Jun 30, 26

0.04%

Global Strategic Investment Solutions, LLC

6.96K

Jun 30, 26

0.04%

JPMORGAN CHASE & CO

6.96K

Jun 30, 26

0.04%

AssuredPartners Investment Advisors, LLC

6.94K

Jun 30, 26

0.04%

Bedel Financial Consulting, Inc.

6.93K

Jun 30, 26

-434

0.04%

Galvin, Gaustad & Stein, LLC

6.86K

Jun 30, 26

-321

0.04%

CAPTRUST FINANCIAL ADVISORS

6.80K

Jun 30, 26

0.04%

First City Capital Management, Inc.

6.75K

Jun 30, 26

0.04%

Pathstone Holdings, LLC

6.72K

Jun 30, 26

0.04%

First Heartland Consultants, Inc.

6.67K

Jun 30, 26

-133

0.04%

Sequoia Financial Advisors, LLC

6.44K

Jun 30, 26

0.04%

Sentinus, LLC

6.36K

Jun 30, 26

0.04%

ARS Wealth Advisors Group, LLC

6.33K

Jun 30, 26

0.04%

MGO ONE SEVEN LLC

6.25K

Jun 30, 26

0.04%

Fragasso Group Inc.

6.19K

Jun 30, 26

0.04%

J.W. COLE ADVISORS, INC.

6.12K

Jun 30, 26

+6.12K

0.04%

HFG Wealth Management, LLC

6.11K

Jun 30, 26

-1.78K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

5.96K

Jun 30, 26

+5.96K

0.04%

Apollon Wealth Management, LLC

5.81K

Jun 30, 26

0.04%

Geneos Wealth Management Inc.

5.70K

Jun 30, 26

+2.85K

0.04%

HARBOUR INVESTMENTS, INC.

5.62K

Jun 30, 26

0.04%

AlphaStar Capital Management, LLC

5.56K

Jun 30, 26

+947

0.04%

Clearstead Advisors, LLC

5.49K

Jun 30, 26

0.03%

Vestment Financial LLC

5.46K

Jun 30, 26

0.03%

Marshall Financial Group LLC

5.37K

Jun 30, 26

0.03%

INTEGRAL INVESTMENT ADVISORS, INC.

5.33K

Jun 30, 26

0.03%

PTM WEALTH MANAGEMENT, LLC

5.27K

Jun 30, 26

-104

0.03%

Perigon Wealth Management, LLC

5.20K

Jun 30, 26

0.03%

VestGen Advisors, LLC

5.04K

Jun 30, 26

0.03%

Ronald Blue Trust, Inc.

5.00K

Jun 30, 26

0.03%

Grantvest Financial Group LLC

4.95K

Jun 30, 26

+4.95K

0.03%

Financial Network Wealth Advisors LLC

4.95K

Jun 30, 26

+428

0.03%

FC Advisory LLC

4.89K

Jun 30, 26

0.03%

Ambassador Advisors, LLC

4.88K

Jun 30, 26

+4.88K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.67K

Jun 30, 26

-681

0.03%

Dana Investment Advisors, Inc.

4.63K

Jun 30, 26

0.03%

BIP Wealth, LLC

4.62K

Jun 30, 26

0.03%

SMITH SHELLNUT WILSON LLC /ADV

4.50K

Jun 30, 26

0.03%

Compass Advisory Group LLC

4.35K

Jun 30, 26

+4.35K

0.03%

Evergreen Wealth Solutions, LLC

4.30K

Jun 30, 26

+4.30K

0.03%

Garden State Investment Advisory Services LLC

4.29K

Jun 30, 26

+4.29K

0.03%

Steward Partners Investment Advisory, LLC

4.16K

Jun 30, 26

-81.63K

0.03%

Millstone Evans Group, LLC

3.40K

Jun 30, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.95K

Jun 30, 26

0.02%

AMERIFLEX GROUP, INC.

2.77K

Jun 30, 26

0.02%

JDM Financial Group LLC

2.34K

Jun 30, 26

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.82K

Jun 30, 26

-1

0.01%

Ashton Thomas Private Wealth, LLC

1.66K

Jun 30, 26

0.01%

Integrity Financial Corp /WA

1.57K

Jun 30, 26

0.01%

PFS Partners, LLC

1.33K

Jun 30, 26

0.01%

Capital Analysts, LLC

1.21K

Jun 30, 26

0.01%

Allworth Financial LP

1.12K

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

1.09K

Jun 30, 26

0.01%

Noble Wealth Management PBC

950

Jun 30, 26

-200

0.01%

CNB Bank

899

Jun 30, 26

0.01%

HAZLETT, BURT & WATSON, INC.

800

Jun 30, 26

0.01%

BARCLAYS PLC

593

Jun 30, 26

+593

0.00%

BANK OF MONTREAL /CAN/

543

Jun 30, 26

0.00%

GGM Financials LLC

385

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

182

Jun 30, 26

+182

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

Jun 30, 26

-15.22K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-783

Wagner Wealth Management, LLC

Jun 30, 26

-1.99K

OLD MISSION CAPITAL LLC

Jun 30, 26

-23.71K

Mariner, LLC

Jun 30, 26

-27.11K

FLORIDA FINANCIAL ADVISORS, LLC

Jun 30, 26

-6.77K

LeClair Wealth Partners LLC

Jun 30, 26

-35.05K

JANE STREET GROUP, LLC

Jun 30, 26

-18.47K

Beacon Pointe Advisors, LLC

127.20K

Mar 31, 26

+59.70K

0.81%

GILL CAPITAL PARTNERS, LLC

58.10K

Mar 31, 26

+485

0.37%

CANANDAIGUA NATIONAL CORP

23.82K

Mar 31, 26

+23.82K

0.15%

Orion Capital Management LLC

16.26K

Mar 31, 26

+596

0.10%

CWM, LLC

5.41K

Mar 31, 26

-60

0.03%

Sunbelt Securities, Inc.

3.68K

Mar 31, 26

+3.68K

0.02%

JDM Financial Group LLC

2.34K

Mar 31, 26

+2.34K

0.01%

Anfield Capital Management, LLC

801

Mar 31, 26

+488

0.01%

Bernard Wealth Management Corp.

319

Mar 31, 26

0.00%

Stuart Chaussee & Associates, Inc.

35.69K

Sep 30, 25

-6.31K

0.23%

Bullseye Investment Management, LLC

23.60K

Sep 30, 25

0.15%

Vishria Bird Financial Group, LLC

17.09K

Sep 30, 25

0.11%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-6.44K

Atria Wealth Solutions, Inc.

35.97K

Jun 30, 25

+3.39K

0.23%

AVANTAX ADVISORY SERVICES, INC.

16.63K

Jun 30, 25

0.11%

SCHNIEDERS CAPITAL MANAGEMENT LLC

11.60K

Jun 30, 25

0.07%

Smith Anglin Financial, LLC

11.13K

Jun 30, 25

-918

0.07%

Heritage Wealth Partners, LLC

7.05K

Mar 31, 25

+7.05K

0.04%

Orion Portfolio Solutions, LLC

5.61K

Mar 31, 25

-534

0.04%

Sugarloaf Wealth Management, LLC

10.14K

Dec 31, 24

-135

0.06%

Riggs Capital Management LLC

9.38K

Dec 31, 24

+9.38K

0.06%

Raymond James Financial Services Advisors, Inc.

185.29K

Sep 30, 24

-5.75K

1.17%

RAYMOND JAMES & ASSOCIATES

54.17K

Sep 30, 24

-2.81K

0.34%

Alera Investment Advisors, LLC

10.39K

Sep 30, 24

-5.57K

0.07%

BENJAMIN F. EDWARDS & COMPANY, INC.

15.41K

Jun 30, 24

0.10%

Relative Value Partners Group, LLC

9.94K

Jun 30, 24

+9.94K

0.06%

Epic Trust Investment Advisors, LLC

6.35K

Jun 30, 24

0.04%

Strategic Wealth Partners Group LLC

232.11K

Mar 31, 24

+169.84K

1.47%

Cetera Advisor Networks LLC

156.59K

Mar 31, 24

+21.89K

0.99%

InterOcean Capital Group, LLC

129.59K

Mar 31, 24

+27.82K

0.82%

Cetera Advisors LLC

113.25K

Mar 31, 24

+62.70K

0.72%

WEALTHSOURCE PARTNERS, LLC

144.26K

Dec 31, 23

-1.29K

0.91%

Sutton Wealth Advisors Inc.

29.98K

Sep 30, 23

0.19%

Steward Financial Group LLC

10.40K

Sep 30, 23

0.07%

BEDEL FINANCIAL CONSULTING INC

9.59K

Sep 30, 23

+9.59K

0.06%

First Capital Advisors Group, LLC.

124.79K

Jun 30, 23

+5.08K

0.79%

Financial Architects, Inc

11.13K

Jun 30, 23

0.07%

Strategic Asset Management, LLC

5.55K

Sep 30, 22

0.04%

Covington Capital Management

1.50K

Sep 30, 22

+1.00K

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

55.01K

Mar 31, 22

+51.91K

0.35%

Ameritas Investment Company, LLC

7.29K

Sep 30, 21

0.05%

Hoover Financial Advisors, Inc.

106.07K

Jun 30, 21

-592

0.67%

OLD MISSION CAPITAL, LLC

45.84K

Dec 31, 20

+45.84K

0.29%

Stearns Financial Services Group

442.12K

Sep 30, 20

-7.52K

2.80%

InterOcean Capital, LLC

226.94K

Jun 30, 20

+15.94K

1.44%