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

$42.23—

Chart

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

USBATS

$42.23—

Chart Studio

PMAY(PMAY)

PMAY

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

Institutional Ownership

Top 252 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.39M	Jun 30, 26	+109.91K	23.57%
Penserra Capital Management LLC	1.74M	Jun 30, 26	+78.41K	12.10%
ADVISOR GROUP HOLDINGS, INC.	897.40K	Jun 30, 26	+392.35K	6.24%
Brookstone Capital Management	832.37K	Jun 30, 26	+680.73K	5.79%
RAYMOND JAMES FINANCIAL INC	524.97K	Jun 30, 26	+243.62K	3.65%
Colony Group, LLC	450.87K	Jun 30, 26	+102.30K	3.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	445.28K	Jun 30, 26	+445.28K	3.10%
COMMONWEALTH EQUITY SERVICES, LLC	349.97K	Jun 30, 26	+50.41K	2.43%
LPL Financial LLC	317.01K	Jun 30, 26	+38.78K	2.20%
Cetera Investment Advisers	290.04K	Jun 30, 26	+57.42K	2.02%
Southland Equity Partners LLC	228.43K	Jun 30, 26	-1.41K	1.59%
HighTower Advisors, LLC	203.13K	Jun 30, 26	+99.49K	1.41%
Heck Capital Advisors, LLC	178.11K	Jun 30, 26	-2.90K	1.24%
TRUIST FINANCIAL CORP	171.12K	Jun 30, 26	+32.10K	1.19%
ENVESTNET ASSET MANAGEMENT INC	161.64K	Jun 30, 26	+57.54K	1.12%
Kestra Advisory Services, LLC	137.68K	Jun 30, 26	-64.78K	0.96%
Advisory Alpha, LLC	137.09K	Jun 30, 26	+100.16K	0.95%
McAlister, Sweet & Associates, Inc.	128.67K	Jun 30, 26	+4.28K	0.89%
Steward Partners Investment Advisory, LLC	113.07K	Jun 30, 26	+94.87K	0.79%
MAI Capital Management	103.03K	Jun 30, 26	+48.36K	0.72%
CORRADO ADVISORS, LLC	100.86K	Jun 30, 26	+35.50K	0.70%
Caprock Group, LLC	95.61K	Jun 30, 26	+95.61K	0.66%
Cambridge Investment Research Advisors, Inc.	90.73K	Jun 30, 26	+14.72K	0.63%
INDEPENDENT FINANCIAL GROUP, LLC	89.39K	Jun 30, 26	+3.12K	0.62%
CoreCap Advisors, LLC	89.17K	Jun 30, 26	+14.21K	0.62%
ARS Wealth Advisors Group, LLC	86.12K	Jun 30, 26	-3.21K	0.60%
Castle Rock Wealth Management, LLC	84.53K	Jun 30, 26	+2.10K	0.59%
ATTICUS WEALTH MANAGEMENT, LLC	84.47K	Jun 30, 26	-6.39K	0.59%
KFG WEALTH MANAGEMENT, LLC	84.31K	Jun 30, 26	+21.86K	0.59%
Chris Bulman Inc	78.20K	Jun 30, 26	+7.61K	0.54%
Janney Montgomery Scott LLC	77.13K	Jun 30, 26	+10.15K	0.54%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	76.72K	Jun 30, 26	+23.73K	0.53%
Wood Tarver Financial Group, LLC	76.54K	Jun 30, 26	+15.62K	0.53%
IFP Advisors, Inc	68.89K	Jun 30, 26	+2.46K	0.48%
Cresset Asset Management, LLC	68.59K	Jun 30, 26	+60.90K	0.48%
Resources Investment Advisors, LLC.	66.86K	Jun 30, 26	-432	0.46%
WPWealth LLP	64.40K	Jun 30, 26	-27.97K	0.45%
Wealth Alliance	63.71K	Jun 30, 26	+1.72K	0.44%
Merit Financial Group, LLC	63.55K	Jun 30, 26	+1.02K	0.44%
YARGER WEALTH STRATEGIES, LLC	63.16K	Jun 30, 26	+1.70K	0.44%
BLAIR WILLIAM & CO/IL	63.15K	Jun 30, 26	+22.82K	0.44%
JANE STREET GROUP, LLC	61.31K	Jun 30, 26	+47.66K	0.43%
Bellwether Advisors, LLC	60.74K	Jun 30, 26	+41.68K	0.42%
CreativeOne Wealth, LLC	60.25K	Jun 30, 26	+18.84K	0.42%
AE Wealth Management LLC	56.78K	Jun 30, 26	+215	0.39%
Lineweaver Wealth Advisors, LLC	56.71K	Jun 30, 26	+8.62K	0.39%
CAPTRUST FINANCIAL ADVISORS	56.20K	Jun 30, 26	+1.16K	0.39%
Cerity Partners LLC	50.78K	Jun 30, 26	+50.78K	0.35%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	48.80K	Jun 30, 26	+38.75K	0.34%
Atlantic Private Wealth, LLC	47.41K	Jun 30, 26	+47.41K	0.33%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	46.16K	Jun 30, 26	+11.72K	0.32%
MML INVESTORS SERVICES, LLC	44.99K	Jun 30, 26	+23.15K	0.31%
Global Assets Advisory, LLC	42.69K	Jun 30, 26	+12.68K	0.30%
EP Wealth Advisors, LLC	41.67K	Jun 30, 26	-5.32K	0.29%
Weaver Consulting Group	40.20K	Jun 30, 26	+9.16K	0.28%
Weaver Capital Management LLC	38.00K	Jun 30, 26	--	0.26%
Phoenix Holdings Ltd.	37.68K	Jun 30, 26	-10.10K	0.26%
HB Wealth Management, LLC	36.98K	Jun 30, 26	+36.98K	0.26%
HRT FINANCIAL LP	36.71K	Jun 30, 26	+36.71K	0.26%
Wealthquest Corp	35.65K	Jun 30, 26	--	0.25%
Patriot Financial Group Insurance Agency, LLC	35.23K	Jun 30, 26	-30.23K	0.24%
DHJJ Financial Advisors, Ltd.	35.14K	Jun 30, 26	-2.36K	0.24%
Pinnacle Wealth Management Group, Inc.	34.26K	Jun 30, 26	+2.27K	0.24%
Focus Financial Network, Inc.	32.61K	Jun 30, 26	+13.76K	0.23%
BCGM Wealth Management, LLC	31.98K	Jun 30, 26	--	0.22%
Arkadios Wealth Advisors	31.38K	Jun 30, 26	+31.38K	0.22%
Cape Investment Advisory, Inc.	30.26K	Jun 30, 26	+5.13K	0.21%
Stratos Wealth Advisors, LLC	29.10K	Jun 30, 26	+75	0.20%
EVERMAY WEALTH MANAGEMENT LLC	29.00K	Jun 30, 26	--	0.20%
FORVIS Wealth Advisors, LLC	28.80K	Jun 30, 26	-405	0.20%
Quest 10 Wealth Builders, Inc.	28.27K	Jun 30, 26	+863	0.20%
GenTrust, LLC	27.76K	Jun 30, 26	--	0.19%
Diligent Investors, LLC	27.21K	Jun 30, 26	+6.20K	0.19%
Allegiance Financial Group Advisory Services LLC	26.68K	Jun 30, 26	--	0.19%
Lakeridge Wealth Management LLC	25.96K	Jun 30, 26	+1.97K	0.18%
Concurrent Investment Advisors, LLC	25.47K	Jun 30, 26	+12.25K	0.18%
Spire Wealth Management	23.95K	Jun 30, 26	-89	0.17%
MERCER GLOBAL ADVISORS INC /ADV	22.08K	Jun 30, 26	-10.38K	0.15%
BECK CAPITAL MANAGEMENT, LLC	21.75K	Jun 30, 26	-138	0.15%
Lido Advisors, LLC	21.48K	Jun 30, 26	--	0.15%
SRS Capital Advisors, Inc.	21.31K	Jun 30, 26	+14.03K	0.15%
Valmark Advisers, Inc.	21.30K	Jun 30, 26	-3.77K	0.15%
Visionary Wealth Advisors	21.17K	Jun 30, 26	-6.42K	0.15%
BENJAMIN EDWARDS INC	20.93K	Jun 30, 26	--	0.15%
Fragasso Group Inc.	20.17K	Jun 30, 26	--	0.14%
Trek Financial, LLC	20.10K	Jun 30, 26	+6.48K	0.14%
CITADEL ADVISORS LLC	19.35K	Jun 30, 26	+19.35K	0.13%
Advisory Services Network, LLC	18.78K	Jun 30, 26	+11.11K	0.13%
Dakota Wealth Management	18.72K	Jun 30, 26	+18.72K	0.13%
Chicago Partners Investment Group LLC	18.66K	Jun 30, 26	-2.60K	0.13%
Palumbo Wealth Management LLC	18.35K	Jun 30, 26	-4.53K	0.13%
SIGNATUREFD, LLC	18.27K	Jun 30, 26	+5.81K	0.13%
Sentinus, LLC	16.68K	Jun 30, 26	--	0.12%
BCS Wealth Management	15.67K	Jun 30, 26	-622	0.11%
RiverTree Advisors, LLC	15.54K	Jun 30, 26	--	0.11%
Main Street Financial Solutions, LLC	15.47K	Jun 30, 26	-510	0.11%
Cornerstone Wealth Group, LLC	15.44K	Jun 30, 26	--	0.11%
MGO ONE SEVEN LLC	15.20K	Jun 30, 26	--	0.11%
Americana Partners, LLC	15.12K	Jun 30, 26	+15.12K	0.11%
Bedel Financial Consulting, Inc.	14.51K	Jun 30, 26	--	0.10%
Blue Sky Capital Consultants Group, Inc.	14.05K	Jun 30, 26	+14.05K	0.10%
OLD MISSION CAPITAL LLC	13.21K	Jun 30, 26	+13.21K	0.09%
NovaPoint Capital, LLC	13.20K	Jun 30, 26	+13.20K	0.09%
Ashton Thomas Private Wealth, LLC	13.18K	Jun 30, 26	+13.18K	0.09%
MILESTONE ASSET MANAGEMENT, LLC	12.86K	Jun 30, 26	--	0.09%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	12.77K	Jun 30, 26	+12.77K	0.09%
Sequoia Financial Advisors, LLC	12.74K	Jun 30, 26	+493	0.09%
Core Wealth Advisors, Inc.	12.32K	Jun 30, 26	+12.32K	0.09%
McAdam, LLC	12.10K	Jun 30, 26	+1.07K	0.08%
AQR CAPITAL MANAGEMENT LLC	11.81K	Jun 30, 26	-734	0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	11.80K	Jun 30, 26	+1.08K	0.08%
Outlook Wealth Advisors, LLC	11.76K	Jun 30, 26	-140	0.08%
COLDSTREAM CAPITAL MANAGEMENT INC	11.58K	Jun 30, 26	--	0.08%
OPTIMA CAPITAL LLC	10.79K	Jun 30, 26	+10.79K	0.08%
NewEdge Advisors, LLC	10.62K	Jun 30, 26	+2.35K	0.07%
FSA Advisors, Inc.	10.44K	Jun 30, 26	-574	0.07%
Retirement Planning Group	10.21K	Jun 30, 26	-1.21K	0.07%
Creative Planning	9.98K	Jun 30, 26	+123	0.07%
WorthPointe, LLC	9.97K	Jun 30, 26	-746	0.07%
RED CRANE WEALTH MANAGEMENT, LLC	9.46K	Jun 30, 26	-69	0.07%
NORTHERN TRUST CORP	9.45K	Jun 30, 26	--	0.07%
PRINCIPAL SECURITIES, INC.	9.15K	Jun 30, 26	+9.15K	0.06%
Jacobi Capital Management LLC	9.12K	Jun 30, 26	-6.55K	0.06%
FIDUCIARY FINANCIAL GROUP, LLC	8.98K	Jun 30, 26	--	0.06%
SAGESPRING WEALTH PARTNERS, LLC	8.95K	Jun 30, 26	+8.95K	0.06%
AdvisorNet Financial, Inc	8.90K	Jun 30, 26	+2.55K	0.06%
AssuredPartners Investment Advisors, LLC	8.80K	Jun 30, 26	--	0.06%
HENGEHOLD CAPITAL MANAGEMENT LLC	8.70K	Jun 30, 26	--	0.06%
DRIVE WEALTH MANAGEMENT, LLC	8.64K	Jun 30, 26	--	0.06%
Dynamic Advisor Solutions LLC	8.43K	Jun 30, 26	+3.17K	0.06%
CRA Financial Services, LLC	8.17K	Jun 30, 26	+2.35K	0.06%
Valtinson Bruner Financial Planning LLC	8.07K	Jun 30, 26	--	0.06%
RETIREMENT INCOME SOLUTIONS, INC	7.84K	Jun 30, 26	--	0.05%
WealthPlan Investment Management, LLC	7.66K	Jun 30, 26	-1.80K	0.05%
Grantvest Financial Group LLC	7.63K	Jun 30, 26	+2.38K	0.05%
Belpointe Asset Management LLC	7.63K	Jun 30, 26	-600	0.05%
Keystone Wealth Services, LLC	7.55K	Jun 30, 26	--	0.05%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7.25K	Jun 30, 26	--	0.05%
Foundations Investment Advisors, LLC	7.15K	Jun 30, 26	+7.15K	0.05%
VICTORY FINANCIAL GROUP, LLC	7.04K	Jun 30, 26	+7.04K	0.05%
Galvin, Gaustad & Stein, LLC	7.01K	Jun 30, 26	-2	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.93K	Jun 30, 26	+1.00K	0.05%
Occidental Asset Management, LLC	6.83K	Jun 30, 26	+6.83K	0.05%
Advisor OS, LLC	6.73K	Jun 30, 26	--	0.05%
Envestnet Portfolio Solutions, Inc.	6.69K	Jun 30, 26	+415	0.05%
Integrated Wealth Concepts LLC	6.51K	Jun 30, 26	+500	0.05%
HARBOUR INVESTMENTS, INC.	6.41K	Jun 30, 26	+4.97K	0.04%
Summit Financial, LLC	6.13K	Jun 30, 26	+6.13K	0.04%
NWF Advisory Services Inc.	6.10K	Jun 30, 26	-600	0.04%
Vantage Point Financial LLC	5.76K	Jun 30, 26	+5.76K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	5.67K	Jun 30, 26	+5.67K	0.04%
WEDBUSH SECURITIES INC	5.64K	Jun 30, 26	--	0.04%
Envision Financial LLC	5.62K	Jun 30, 26	--	0.04%
Seros Financial, LLC	5.58K	Jun 30, 26	-3.50K	0.04%
TWO SIGMA SECURITIES, LLC	5.42K	Jun 30, 26	+5.42K	0.04%
Straight Path Wealth Management	5.34K	Jun 30, 26	+122	0.04%
VestGen Advisors, LLC	5.21K	Jun 30, 26	--	0.04%
Foundry Financial Group, Inc.	5.13K	Jun 30, 26	--	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	5.11K	Jun 30, 26	+5.11K	0.04%
Sigma Planning Corp	5.07K	Jun 30, 26	+5.07K	0.04%
Pensionmark Financial Group, LLC	5.07K	Jun 30, 26	-1.50K	0.04%
Capital Investment Advisory Services, LLC	4.99K	Jun 30, 26	+3.99K	0.03%
Nikulski Financial, Inc.	4.88K	Jun 30, 26	+4.88K	0.03%
Goldstein Advisors, LLC	4.84K	Jun 30, 26	+4.84K	0.03%
Integrity Financial Corp /WA	4.83K	Jun 30, 26	-69	0.03%
Capital Analysts, LLC	4.75K	Jun 30, 26	-1.54K	0.03%
JPMORGAN CHASE & CO	3.51K	Jun 30, 26	+3.46K	0.02%
PRIVATE TRUST CO NA	3.44K	Jun 30, 26	--	0.02%
BlackRock, Inc.	2.14K	Jun 30, 26	+2.14K	0.01%
FIFTH THIRD BANCORP	2.00K	Jun 30, 26	--	0.01%
Allworth Financial LP	1.80K	Jun 30, 26	-7.21K	0.01%
Continuum Advisory, LLC	1.57K	Jun 30, 26	+1.57K	0.01%
Global Retirement Partners, LLC	1.50K	Jun 30, 26	+1.50K	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	1.33K	Jun 30, 26	+1.33K	0.01%
CITY HOLDING CO	1.22K	Jun 30, 26	-422	0.01%
Global Trust Asset Management, LLC	1.10K	Jun 30, 26	+1.10K	0.01%
Farther Finance Advisors, LLC	1.09K	Jun 30, 26	-74	0.01%
Financial Network Wealth Advisors LLC	656	Jun 30, 26	-1.72K	0.00%
BARCLAYS PLC	632	Jun 30, 26	+612	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	505	Jun 30, 26	+505	0.00%
Aptus Capital Advisors, LLC	500	Jun 30, 26	+500	0.00%
MORGAN STANLEY	461	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	200	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	75	Jun 30, 26	-65	0.00%
ASSETMARK, INC	59	Jun 30, 26	--	0.00%
Wagner Wealth Management, LLC	--	Jun 30, 26	-1.80K	--
BigSur Wealth Management LLC	--	Jun 30, 26	-1.50K	--
Pathstone Holdings, LLC	--	Jun 30, 26	-20.91K	--
Mariner, LLC	--	Jun 30, 26	-11.51K	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-6.11K	--
ALLIANCEBERNSTEIN L.P.	3.28M	Mar 31, 26	-171.06K	22.80%
RAYMOND JAMES FINANCIAL INC	281.35K	Mar 31, 26	-32.85K	1.96%
Beacon Pointe Advisors, LLC	164.38K	Mar 31, 26	+35.74K	1.14%
MAI Capital Management	54.67K	Mar 31, 26	-2.59K	0.38%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	52.99K	Mar 31, 26	+33.26K	0.37%
GILL CAPITAL PARTNERS, LLC	29.76K	Mar 31, 26	--	0.21%
Visionary Wealth Advisors	27.59K	Mar 31, 26	-12.76K	0.19%
Catalina Capital Group, LLC	14.36K	Mar 31, 26	--	0.10%
AQR CAPITAL MANAGEMENT LLC	12.55K	Mar 31, 26	+12.55K	0.09%
Orion Capital Management LLC	12.10K	Mar 31, 26	--	0.08%
COLDSTREAM CAPITAL MANAGEMENT INC	11.58K	Mar 31, 26	--	0.08%
Creative Planning	9.85K	Mar 31, 26	+1.00K	0.07%
U.S. Capital Wealth Advisors, LLC	9.80K	Mar 31, 26	-100	0.07%
NORTHERN TRUST CORP	9.45K	Mar 31, 26	+9.45K	0.07%
Cresset Asset Management, LLC	7.68K	Mar 31, 26	--	0.05%
Pensionmark Financial Group, LLC	6.57K	Mar 31, 26	--	0.05%
Capstone Triton Financial Group, LLC	6.00K	Mar 31, 26	+6.00K	0.04%
Bernard Wealth Management Corp.	3.31K	Mar 31, 26	--	0.02%
JDM Financial Group LLC	1.50K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	350	Mar 31, 26	--	0.00%
CITADEL ADVISORS LLC	--	Mar 31, 26	-5.53K	--
HRT FINANCIAL LP	--	Mar 31, 26	-7.03K	--
Schulz Wealth, LTD.	25.89K	Dec 31, 25	-2.05K	0.18%
COMERICA BANK	2.00K	Dec 31, 25	--	0.01%
Vishria Bird Financial Group, LLC	30.41K	Sep 30, 25	--	0.21%
Stuart Chaussee & Associates, Inc.	22.00K	Sep 30, 25	--	0.15%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-16.68K	--
Smith Anglin Financial, LLC	15.07K	Jun 30, 25	--	0.10%
AVANTAX ADVISORY SERVICES, INC.	9.59K	Jun 30, 25	+3.60K	0.07%
Atria Wealth Solutions, Inc.	8.78K	Jun 30, 25	+1.10K	0.06%
Riggs Capital Management LLC	16.59K	Dec 31, 24	+16.59K	0.12%
Maxwell Wealth Strategies Inc.	6.12K	Dec 31, 24	--	0.04%
Sugarloaf Wealth Management, LLC	2.70K	Dec 31, 24	--	0.02%
Raymond James Financial Services Advisors, Inc.	290.46K	Sep 30, 24	-7.77K	2.02%
RAYMOND JAMES & ASSOCIATES	127.71K	Sep 30, 24	-46.20K	0.89%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-47.30K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	26.81K	Jun 30, 24	+450	0.19%
Relative Value Partners Group, LLC	18.39K	Jun 30, 24	+18.39K	0.13%
Cetera Advisor Networks LLC	195.89K	Mar 31, 24	-86.24K	1.36%
Strategic Wealth Partners Group LLC	158.84K	Mar 31, 24	-8.49K	1.10%
InterOcean Capital Group, LLC	86.23K	Mar 31, 24	-3.70K	0.60%
Cetera Advisors LLC	36.13K	Mar 31, 24	-14.21K	0.25%
FOCUS FINANCIAL NETWORK INC /ADV	30.96K	Dec 31, 23	+30.96K	0.22%
BEDEL FINANCIAL CONSULTING INC	14.51K	Sep 30, 23	+14.51K	0.10%
Steward Financial Group LLC	13.84K	Sep 30, 23	-4.00K	0.10%
Sutton Wealth Advisors Inc.	12.30K	Sep 30, 23	--	0.09%
Financial Architects, Inc	9.65K	Jun 30, 23	+9.65K	0.07%
TRUSTCORE FINANCIAL SERVICES, LLC	4.55K	Dec 31, 22	--	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	27.49K	Sep 30, 22	--	0.19%
Round Table Services, LLC	16.46K	Sep 30, 22	--	0.11%
American Portfolios Advisors	3.90K	Sep 30, 22	-3.43K	0.03%
Covington Capital Management	1.00K	Sep 30, 22	+1.00K	0.01%
Karp Capital Management Corp	--	Sep 30, 22	-164.06K	--
Dixon Hughes Goodman Wealth Advisors LLC	5.60K	Mar 31, 22	-317	0.04%
NEXT Financial Group, Inc	13.04K	Dec 31, 21	--	0.09%
Ameritas Investment Company, LLC	--	Sep 30, 21	-7.54K	--
Hochman Cole Investment Advisors, Inc.	--	Sep 30, 21	-34.70K	--
Cascadia Advisory Services, LLC	--	Sep 30, 21	-75.45K	--
Hoover Financial Advisors, Inc.	345.84K	Jun 30, 21	+11.60K	2.40%
OLD MISSION CAPITAL, LLC	30.09K	Dec 31, 20	+30.09K	0.21%
Stearns Financial Services Group	13.52K	Sep 30, 20	--	0.09%
InterOcean Capital, LLC	26.56K	Jun 30, 20	+26.56K	0.18%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.39M

Jun 30, 26

+109.91K

23.57%

Penserra Capital Management LLC

1.74M

Jun 30, 26

+78.41K

12.10%

ADVISOR GROUP HOLDINGS, INC.

897.40K

Jun 30, 26

+392.35K

6.24%

Brookstone Capital Management

832.37K

Jun 30, 26

+680.73K

5.79%

RAYMOND JAMES FINANCIAL INC

524.97K

Jun 30, 26

+243.62K

3.65%

Colony Group, LLC

450.87K

Jun 30, 26

+102.30K

3.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

445.28K

Jun 30, 26

+445.28K

3.10%

COMMONWEALTH EQUITY SERVICES, LLC

349.97K

Jun 30, 26

+50.41K

2.43%

LPL Financial LLC

317.01K

Jun 30, 26

+38.78K

2.20%

Cetera Investment Advisers

290.04K

Jun 30, 26

+57.42K

2.02%

Southland Equity Partners LLC

228.43K

Jun 30, 26

-1.41K

1.59%

HighTower Advisors, LLC

203.13K

Jun 30, 26

+99.49K

1.41%

Heck Capital Advisors, LLC

178.11K

Jun 30, 26

-2.90K

1.24%

TRUIST FINANCIAL CORP

171.12K

Jun 30, 26

+32.10K

1.19%

ENVESTNET ASSET MANAGEMENT INC

161.64K

Jun 30, 26

+57.54K

1.12%

Kestra Advisory Services, LLC

137.68K

Jun 30, 26

-64.78K

0.96%

Advisory Alpha, LLC

137.09K

Jun 30, 26

+100.16K

0.95%

McAlister, Sweet & Associates, Inc.

128.67K

Jun 30, 26

+4.28K

0.89%

Steward Partners Investment Advisory, LLC

113.07K

Jun 30, 26

+94.87K

0.79%

MAI Capital Management

103.03K

Jun 30, 26

+48.36K

0.72%

CORRADO ADVISORS, LLC

100.86K

Jun 30, 26

+35.50K

0.70%

Caprock Group, LLC

95.61K

Jun 30, 26

+95.61K

0.66%

Cambridge Investment Research Advisors, Inc.

90.73K

Jun 30, 26

+14.72K

0.63%

INDEPENDENT FINANCIAL GROUP, LLC

89.39K

Jun 30, 26

+3.12K

0.62%

CoreCap Advisors, LLC

89.17K

Jun 30, 26

+14.21K

0.62%

ARS Wealth Advisors Group, LLC

86.12K

Jun 30, 26

-3.21K

0.60%

Castle Rock Wealth Management, LLC

84.53K

Jun 30, 26

+2.10K

0.59%

ATTICUS WEALTH MANAGEMENT, LLC

84.47K

Jun 30, 26

-6.39K

0.59%

KFG WEALTH MANAGEMENT, LLC

84.31K

Jun 30, 26

+21.86K

0.59%

Chris Bulman Inc

78.20K

Jun 30, 26

+7.61K

0.54%

Janney Montgomery Scott LLC

77.13K

Jun 30, 26

+10.15K

0.54%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

76.72K

Jun 30, 26

+23.73K

0.53%

Wood Tarver Financial Group, LLC

76.54K

Jun 30, 26

+15.62K

0.53%

IFP Advisors, Inc

68.89K

Jun 30, 26

+2.46K

0.48%

Cresset Asset Management, LLC

68.59K

Jun 30, 26

+60.90K

0.48%

Resources Investment Advisors, LLC.

66.86K

Jun 30, 26

-432

0.46%

WPWealth LLP

64.40K

Jun 30, 26

-27.97K

0.45%

Wealth Alliance

63.71K

Jun 30, 26

+1.72K

0.44%

Merit Financial Group, LLC

63.55K

Jun 30, 26

+1.02K

0.44%

YARGER WEALTH STRATEGIES, LLC

63.16K

Jun 30, 26

+1.70K

0.44%

BLAIR WILLIAM & CO/IL

63.15K

Jun 30, 26

+22.82K

0.44%

JANE STREET GROUP, LLC

61.31K

Jun 30, 26

+47.66K

0.43%

Bellwether Advisors, LLC

60.74K

Jun 30, 26

+41.68K

0.42%

CreativeOne Wealth, LLC

60.25K

Jun 30, 26

+18.84K

0.42%

AE Wealth Management LLC

56.78K

Jun 30, 26

+215

0.39%

Lineweaver Wealth Advisors, LLC

56.71K

Jun 30, 26

+8.62K

0.39%

CAPTRUST FINANCIAL ADVISORS

56.20K

Jun 30, 26

+1.16K

0.39%

Cerity Partners LLC

50.78K

Jun 30, 26

+50.78K

0.35%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

48.80K

Jun 30, 26

+38.75K

0.34%

Atlantic Private Wealth, LLC

47.41K

Jun 30, 26

+47.41K

0.33%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

46.16K

Jun 30, 26

+11.72K

0.32%

MML INVESTORS SERVICES, LLC

44.99K

Jun 30, 26

+23.15K

0.31%

Global Assets Advisory, LLC

42.69K

Jun 30, 26

+12.68K

0.30%

EP Wealth Advisors, LLC

41.67K

Jun 30, 26

-5.32K

0.29%

Weaver Consulting Group

40.20K

Jun 30, 26

+9.16K

0.28%

Weaver Capital Management LLC

38.00K

Jun 30, 26

0.26%

Phoenix Holdings Ltd.

37.68K

Jun 30, 26

-10.10K

0.26%

HB Wealth Management, LLC

36.98K

Jun 30, 26

+36.98K

0.26%

HRT FINANCIAL LP

36.71K

Jun 30, 26

+36.71K

0.26%

Wealthquest Corp

35.65K

Jun 30, 26

0.25%

Patriot Financial Group Insurance Agency, LLC

35.23K

Jun 30, 26

-30.23K

0.24%

DHJJ Financial Advisors, Ltd.

35.14K

Jun 30, 26

-2.36K

0.24%

Pinnacle Wealth Management Group, Inc.

34.26K

Jun 30, 26

+2.27K

0.24%

Focus Financial Network, Inc.

32.61K

Jun 30, 26

+13.76K

0.23%

BCGM Wealth Management, LLC

31.98K

Jun 30, 26

0.22%

Arkadios Wealth Advisors

31.38K

Jun 30, 26

+31.38K

0.22%

Cape Investment Advisory, Inc.

30.26K

Jun 30, 26

+5.13K

0.21%

Stratos Wealth Advisors, LLC

29.10K

Jun 30, 26

+75

0.20%

EVERMAY WEALTH MANAGEMENT LLC

29.00K

Jun 30, 26

0.20%

FORVIS Wealth Advisors, LLC

28.80K

Jun 30, 26

-405

0.20%

Quest 10 Wealth Builders, Inc.

28.27K

Jun 30, 26

+863

0.20%

GenTrust, LLC

27.76K

Jun 30, 26

0.19%

Diligent Investors, LLC

27.21K

Jun 30, 26

+6.20K

0.19%

Allegiance Financial Group Advisory Services LLC

26.68K

Jun 30, 26

0.19%

Lakeridge Wealth Management LLC

25.96K

Jun 30, 26

+1.97K

0.18%

Concurrent Investment Advisors, LLC

25.47K

Jun 30, 26

+12.25K

0.18%

Spire Wealth Management

23.95K

Jun 30, 26

-89

0.17%

MERCER GLOBAL ADVISORS INC /ADV

22.08K

Jun 30, 26

-10.38K

0.15%

BECK CAPITAL MANAGEMENT, LLC

21.75K

Jun 30, 26

-138

0.15%

Lido Advisors, LLC

21.48K

Jun 30, 26

0.15%

SRS Capital Advisors, Inc.

21.31K

Jun 30, 26

+14.03K

0.15%

Valmark Advisers, Inc.

21.30K

Jun 30, 26

-3.77K

0.15%

Visionary Wealth Advisors

21.17K

Jun 30, 26

-6.42K

0.15%

BENJAMIN EDWARDS INC

20.93K

Jun 30, 26

0.15%

Fragasso Group Inc.

20.17K

Jun 30, 26

0.14%

Trek Financial, LLC

20.10K

Jun 30, 26

+6.48K

0.14%

CITADEL ADVISORS LLC

19.35K

Jun 30, 26

+19.35K

0.13%

Advisory Services Network, LLC

18.78K

Jun 30, 26

+11.11K

0.13%

Dakota Wealth Management

18.72K

Jun 30, 26

+18.72K

0.13%

Chicago Partners Investment Group LLC

18.66K

Jun 30, 26

-2.60K

0.13%

Palumbo Wealth Management LLC

18.35K

Jun 30, 26

-4.53K

0.13%

SIGNATUREFD, LLC

18.27K

Jun 30, 26

+5.81K

0.13%

Sentinus, LLC

16.68K

Jun 30, 26

0.12%

BCS Wealth Management

15.67K

Jun 30, 26

-622

0.11%

RiverTree Advisors, LLC

15.54K

Jun 30, 26

0.11%

Main Street Financial Solutions, LLC

15.47K

Jun 30, 26

-510

0.11%

Cornerstone Wealth Group, LLC

15.44K

Jun 30, 26

0.11%

MGO ONE SEVEN LLC

15.20K

Jun 30, 26

0.11%

Americana Partners, LLC

15.12K

Jun 30, 26

+15.12K

0.11%

Bedel Financial Consulting, Inc.

14.51K

Jun 30, 26

0.10%

Blue Sky Capital Consultants Group, Inc.

14.05K

Jun 30, 26

+14.05K

0.10%

OLD MISSION CAPITAL LLC

13.21K

Jun 30, 26

+13.21K

0.09%

NovaPoint Capital, LLC

13.20K

Jun 30, 26

+13.20K

0.09%

Ashton Thomas Private Wealth, LLC

13.18K

Jun 30, 26

+13.18K

0.09%

MILESTONE ASSET MANAGEMENT, LLC

12.86K

Jun 30, 26

0.09%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

12.77K

Jun 30, 26

+12.77K

0.09%

Sequoia Financial Advisors, LLC

12.74K

Jun 30, 26

+493

0.09%

Core Wealth Advisors, Inc.

12.32K

Jun 30, 26

+12.32K

0.09%

McAdam, LLC

12.10K

Jun 30, 26

+1.07K

0.08%

AQR CAPITAL MANAGEMENT LLC

11.81K

Jun 30, 26

-734

0.08%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

11.80K

Jun 30, 26

+1.08K

0.08%

Outlook Wealth Advisors, LLC

11.76K

Jun 30, 26

-140

0.08%

COLDSTREAM CAPITAL MANAGEMENT INC

11.58K

Jun 30, 26

0.08%

OPTIMA CAPITAL LLC

10.79K

Jun 30, 26

+10.79K

0.08%

NewEdge Advisors, LLC

10.62K

Jun 30, 26

+2.35K

0.07%

FSA Advisors, Inc.

10.44K

Jun 30, 26

-574

0.07%

Retirement Planning Group

10.21K

Jun 30, 26

-1.21K

0.07%

Creative Planning

9.98K

Jun 30, 26

+123

0.07%

WorthPointe, LLC

9.97K

Jun 30, 26

-746

0.07%

RED CRANE WEALTH MANAGEMENT, LLC

9.46K

Jun 30, 26

-69

0.07%

NORTHERN TRUST CORP

9.45K

Jun 30, 26

0.07%

PRINCIPAL SECURITIES, INC.

9.15K

Jun 30, 26

+9.15K

0.06%

Jacobi Capital Management LLC

9.12K

Jun 30, 26

-6.55K

0.06%

FIDUCIARY FINANCIAL GROUP, LLC

8.98K

Jun 30, 26

0.06%

SAGESPRING WEALTH PARTNERS, LLC

8.95K

Jun 30, 26

+8.95K

0.06%

AdvisorNet Financial, Inc

8.90K

Jun 30, 26

+2.55K

0.06%

AssuredPartners Investment Advisors, LLC

8.80K

Jun 30, 26

0.06%

HENGEHOLD CAPITAL MANAGEMENT LLC

8.70K

Jun 30, 26

0.06%

DRIVE WEALTH MANAGEMENT, LLC

8.64K

Jun 30, 26

0.06%

Dynamic Advisor Solutions LLC

8.43K

Jun 30, 26

+3.17K

0.06%

CRA Financial Services, LLC

8.17K

Jun 30, 26

+2.35K

0.06%

Valtinson Bruner Financial Planning LLC

8.07K

Jun 30, 26

0.06%

RETIREMENT INCOME SOLUTIONS, INC

7.84K

Jun 30, 26

0.05%

WealthPlan Investment Management, LLC

7.66K

Jun 30, 26

-1.80K

0.05%

Grantvest Financial Group LLC

7.63K

Jun 30, 26

+2.38K

0.05%

Belpointe Asset Management LLC

7.63K

Jun 30, 26

-600

0.05%

Keystone Wealth Services, LLC

7.55K

Jun 30, 26

0.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

7.25K

Jun 30, 26

0.05%

Foundations Investment Advisors, LLC

7.15K

Jun 30, 26

+7.15K

0.05%

VICTORY FINANCIAL GROUP, LLC

7.04K

Jun 30, 26

+7.04K

0.05%

Galvin, Gaustad & Stein, LLC

7.01K

Jun 30, 26

-2

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.93K

Jun 30, 26

+1.00K

0.05%

Occidental Asset Management, LLC

6.83K

Jun 30, 26

+6.83K

0.05%

Advisor OS, LLC

6.73K

Jun 30, 26

0.05%

Envestnet Portfolio Solutions, Inc.

6.69K

Jun 30, 26

+415

0.05%

Integrated Wealth Concepts LLC

6.51K

Jun 30, 26

+500

0.05%

HARBOUR INVESTMENTS, INC.

6.41K

Jun 30, 26

+4.97K

0.04%

Summit Financial, LLC

6.13K

Jun 30, 26

+6.13K

0.04%

NWF Advisory Services Inc.

6.10K

Jun 30, 26

-600

0.04%

Vantage Point Financial LLC

5.76K

Jun 30, 26

+5.76K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

5.67K

Jun 30, 26

+5.67K

0.04%

WEDBUSH SECURITIES INC

5.64K

Jun 30, 26

0.04%

Envision Financial LLC

5.62K

Jun 30, 26

0.04%

Seros Financial, LLC

5.58K

Jun 30, 26

-3.50K

0.04%

TWO SIGMA SECURITIES, LLC

5.42K

Jun 30, 26

+5.42K

0.04%

Straight Path Wealth Management

5.34K

Jun 30, 26

+122

0.04%

VestGen Advisors, LLC

5.21K

Jun 30, 26

0.04%

Foundry Financial Group, Inc.

5.13K

Jun 30, 26

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

5.11K

Jun 30, 26

+5.11K

0.04%

Sigma Planning Corp

5.07K

Jun 30, 26

+5.07K

0.04%

Pensionmark Financial Group, LLC

5.07K

Jun 30, 26

-1.50K

0.04%

Capital Investment Advisory Services, LLC

4.99K

Jun 30, 26

+3.99K

0.03%

Nikulski Financial, Inc.

4.88K

Jun 30, 26

+4.88K

0.03%

Goldstein Advisors, LLC

4.84K

Jun 30, 26

+4.84K

0.03%

Integrity Financial Corp /WA

4.83K

Jun 30, 26

-69

0.03%

Capital Analysts, LLC

4.75K

Jun 30, 26

-1.54K

0.03%

JPMORGAN CHASE & CO

3.51K

Jun 30, 26

+3.46K

0.02%

PRIVATE TRUST CO NA

3.44K

Jun 30, 26

0.02%

BlackRock, Inc.

2.14K

Jun 30, 26

+2.14K

0.01%

FIFTH THIRD BANCORP

2.00K

Jun 30, 26

0.01%

Allworth Financial LP

1.80K

Jun 30, 26

-7.21K

0.01%

Continuum Advisory, LLC

1.57K

Jun 30, 26

+1.57K

0.01%

Global Retirement Partners, LLC

1.50K

Jun 30, 26

+1.50K

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

1.33K

Jun 30, 26

+1.33K

0.01%

CITY HOLDING CO

1.22K

Jun 30, 26

-422

0.01%

Global Trust Asset Management, LLC

1.10K

Jun 30, 26

+1.10K

0.01%

Farther Finance Advisors, LLC

1.09K

Jun 30, 26

-74

0.01%

Financial Network Wealth Advisors LLC

656

Jun 30, 26

-1.72K

0.00%

BARCLAYS PLC

632

Jun 30, 26

+612

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

505

Jun 30, 26

+505

0.00%

Aptus Capital Advisors, LLC

500

Jun 30, 26

+500

0.00%

MORGAN STANLEY

461

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

200

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-65

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

-1.80K

BigSur Wealth Management LLC

Jun 30, 26

-1.50K

Pathstone Holdings, LLC

Jun 30, 26

-20.91K

Mariner, LLC

Jun 30, 26

-11.51K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-6.11K

ALLIANCEBERNSTEIN L.P.

3.28M

Mar 31, 26

-171.06K

22.80%

RAYMOND JAMES FINANCIAL INC

281.35K

Mar 31, 26

-32.85K

1.96%

Beacon Pointe Advisors, LLC

164.38K

Mar 31, 26

+35.74K

1.14%

MAI Capital Management

54.67K

Mar 31, 26

-2.59K

0.38%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

52.99K

Mar 31, 26

+33.26K

0.37%

GILL CAPITAL PARTNERS, LLC

29.76K

Mar 31, 26

0.21%

Visionary Wealth Advisors

27.59K

Mar 31, 26

-12.76K

0.19%

Catalina Capital Group, LLC

14.36K

Mar 31, 26

0.10%

AQR CAPITAL MANAGEMENT LLC

12.55K

Mar 31, 26

+12.55K

0.09%

Orion Capital Management LLC

12.10K

Mar 31, 26

0.08%

COLDSTREAM CAPITAL MANAGEMENT INC

11.58K

Mar 31, 26

0.08%

Creative Planning

9.85K

Mar 31, 26

+1.00K

0.07%

U.S. Capital Wealth Advisors, LLC

9.80K

Mar 31, 26

-100

0.07%

NORTHERN TRUST CORP

9.45K

Mar 31, 26

+9.45K

0.07%

Cresset Asset Management, LLC

7.68K

Mar 31, 26

0.05%

Pensionmark Financial Group, LLC

6.57K

Mar 31, 26

0.05%

Capstone Triton Financial Group, LLC

6.00K

Mar 31, 26

+6.00K

0.04%

Bernard Wealth Management Corp.

3.31K

Mar 31, 26

0.02%

JDM Financial Group LLC

1.50K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

350

Mar 31, 26

0.00%

CITADEL ADVISORS LLC

Mar 31, 26

-5.53K

HRT FINANCIAL LP

Mar 31, 26

-7.03K

Schulz Wealth, LTD.

25.89K

Dec 31, 25

-2.05K

0.18%

COMERICA BANK

2.00K

Dec 31, 25

0.01%

Vishria Bird Financial Group, LLC

30.41K

Sep 30, 25

0.21%

Stuart Chaussee & Associates, Inc.

22.00K

Sep 30, 25

0.15%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-16.68K

Smith Anglin Financial, LLC

15.07K

Jun 30, 25

0.10%

AVANTAX ADVISORY SERVICES, INC.

9.59K

Jun 30, 25

+3.60K

0.07%

Atria Wealth Solutions, Inc.

8.78K

Jun 30, 25

+1.10K

0.06%

Riggs Capital Management LLC

16.59K

Dec 31, 24

+16.59K

0.12%

Maxwell Wealth Strategies Inc.

6.12K

Dec 31, 24

0.04%

Sugarloaf Wealth Management, LLC

2.70K

Dec 31, 24

0.02%

Raymond James Financial Services Advisors, Inc.

290.46K

Sep 30, 24

-7.77K

2.02%

RAYMOND JAMES & ASSOCIATES

127.71K

Sep 30, 24

-46.20K

0.89%

Pillar Wealth Advisors, LLC

Sep 30, 24

-47.30K

BENJAMIN F. EDWARDS & COMPANY, INC.

26.81K

Jun 30, 24

+450

0.19%

Relative Value Partners Group, LLC

18.39K

Jun 30, 24

+18.39K

0.13%

Cetera Advisor Networks LLC

195.89K

Mar 31, 24

-86.24K

1.36%

Strategic Wealth Partners Group LLC

158.84K

Mar 31, 24

-8.49K

1.10%

InterOcean Capital Group, LLC

86.23K

Mar 31, 24

-3.70K

0.60%

Cetera Advisors LLC

36.13K

Mar 31, 24

-14.21K

0.25%

FOCUS FINANCIAL NETWORK INC /ADV

30.96K

Dec 31, 23

+30.96K

0.22%

BEDEL FINANCIAL CONSULTING INC

14.51K

Sep 30, 23

+14.51K

0.10%

Steward Financial Group LLC

13.84K

Sep 30, 23

-4.00K

0.10%

Sutton Wealth Advisors Inc.

12.30K

Sep 30, 23

0.09%

Financial Architects, Inc

9.65K

Jun 30, 23

+9.65K

0.07%

TRUSTCORE FINANCIAL SERVICES, LLC

4.55K

Dec 31, 22

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

27.49K

Sep 30, 22

0.19%

Round Table Services, LLC

16.46K

Sep 30, 22

0.11%

American Portfolios Advisors

3.90K

Sep 30, 22

-3.43K

0.03%

Covington Capital Management

1.00K

Sep 30, 22

+1.00K

0.01%

Karp Capital Management Corp

Sep 30, 22

-164.06K

Dixon Hughes Goodman Wealth Advisors LLC

5.60K

Mar 31, 22

-317

0.04%

NEXT Financial Group, Inc

13.04K

Dec 31, 21

0.09%

Ameritas Investment Company, LLC

Sep 30, 21

-7.54K

Hochman Cole Investment Advisors, Inc.

Sep 30, 21

-34.70K

Cascadia Advisory Services, LLC

Sep 30, 21

-75.45K

Hoover Financial Advisors, Inc.

345.84K

Jun 30, 21

+11.60K

2.40%

OLD MISSION CAPITAL, LLC

30.09K

Dec 31, 20

+30.09K

0.21%

Stearns Financial Services Group

13.52K

Sep 30, 20

0.09%

InterOcean Capital, LLC

26.56K

Jun 30, 20

+26.56K

0.18%