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

$45.45—Stale · unknown old

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

USBATS • Last print unknown ago

$45.45—Stale · unknown old

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PNOV(PNOV)

PNOV

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

Institutional Ownership

Top 260 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	5.20M	Jun 30, 26	-139.06K	26.28%
Penserra Capital Management LLC	1.67M	Jun 30, 26	+107.44K	8.47%
Berkshire Money Management, Inc.	608.73K	Jun 30, 26	+9.95K	3.08%
ADVISOR GROUP HOLDINGS, INC.	598.16K	Jun 30, 26	+25.06K	3.03%
Brookstone Capital Management	503.75K	Jun 30, 26	-730.77K	2.55%
Colony Group, LLC	404.19K	Jun 30, 26	-12.29K	2.04%
COMMONWEALTH EQUITY SERVICES, LLC	379.84K	Jun 30, 26	-58.10K	1.92%
LPL Financial LLC	376.83K	Jun 30, 26	+9.73K	1.91%
Kestra Advisory Services, LLC	350.34K	Jun 30, 26	-1.89K	1.77%
Foundations Investment Advisors, LLC	314.56K	Jun 30, 26	-14.69K	1.59%
Cetera Investment Advisers	298.07K	Jun 30, 26	-47.88K	1.51%
RAYMOND JAMES FINANCIAL INC	264.30K	Jun 30, 26	-78.73K	1.34%
HighTower Advisors, LLC	262.01K	Jun 30, 26	--	1.33%
ENVESTNET ASSET MANAGEMENT INC	255.48K	Jun 30, 26	-4.13K	1.29%
Beacon Pointe Advisors, LLC	253.35K	Jun 30, 26	-13.76K	1.28%
Lido Advisors, LLC	182.92K	Jun 30, 26	-1.88K	0.93%
Bellwether Advisors, LLC	134.83K	Jun 30, 26	--	0.68%
Three Seasons Wealth, LLC	126.30K	Jun 30, 26	-282	0.64%
TRUIST FINANCIAL CORP	120.67K	Jun 30, 26	-291	0.61%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	117.12K	Jun 30, 26	-1.00K	0.59%
NewEdge Advisors, LLC	116.32K	Jun 30, 26	-161	0.59%
CoreCap Advisors, LLC	116.28K	Jun 30, 26	-1.16K	0.59%
MML INVESTORS SERVICES, LLC	100.75K	Jun 30, 26	-2.40K	0.51%
CRA Financial Services, LLC	98.26K	Jun 30, 26	-700	0.50%
GILL CAPITAL PARTNERS, LLC	97.46K	Jun 30, 26	-5.37K	0.49%
Sherry Group, Inc.	85.02K	Jun 30, 26	-70.18K	0.43%
Keating Financial Advisory Services, Inc.	82.78K	Jun 30, 26	-1.07K	0.42%
Cassady Wealth & Retirement Planning, LLC	79.79K	Jun 30, 26	-85	0.40%
Comprehensive Financial Consultants Institutional, Inc.	76.45K	Jun 30, 26	-1.24K	0.39%
Buska Wealth Management, LLC	71.34K	Jun 30, 26	-20.06K	0.36%
CAPTRUST FINANCIAL ADVISORS	71.24K	Jun 30, 26	--	0.36%
Advisory Alpha, LLC	68.53K	Jun 30, 26	+17.77K	0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	68.36K	Jun 30, 26	-9.09K	0.35%
Resources Investment Advisors, LLC.	68.11K	Jun 30, 26	-5.63K	0.34%
KFG WEALTH MANAGEMENT, LLC	63.76K	Jun 30, 26	-2.63K	0.32%
Cambridge Investment Research Advisors, Inc.	62.05K	Jun 30, 26	-12.34K	0.31%
BLAIR WILLIAM & CO/IL	56.19K	Jun 30, 26	-1.70K	0.28%
Dakota Wealth Management	56.16K	Jun 30, 26	-2.43K	0.28%
Wealth Alliance	55.30K	Jun 30, 26	--	0.28%
ATTICUS WEALTH MANAGEMENT, LLC	54.63K	Jun 30, 26	-400	0.28%
Keystone Wealth Services, LLC	54.49K	Jun 30, 26	-4.90K	0.28%
Merit Financial Group, LLC	51.56K	Jun 30, 26	-3.19K	0.26%
MTM FINANCIAL GROUP, LLC	51.45K	Jun 30, 26	-296	0.26%
MAI Capital Management	48.78K	Jun 30, 26	-54.48K	0.25%
Southland Equity Partners LLC	48.43K	Jun 30, 26	-373	0.24%
MERCER GLOBAL ADVISORS INC /ADV	47.45K	Jun 30, 26	-611	0.24%
Apollon Wealth Management, LLC	47.01K	Jun 30, 26	-2.76K	0.24%
IFP Advisors, Inc	46.91K	Jun 30, 26	-6.44K	0.24%
Cresset Asset Management, LLC	44.87K	Jun 30, 26	-20.53K	0.23%
Diligent Investors, LLC	43.68K	Jun 30, 26	-200	0.22%
Cape Investment Advisory, Inc.	41.70K	Jun 30, 26	--	0.21%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	39.49K	Jun 30, 26	-1.97K	0.20%
HRT FINANCIAL LP	39.48K	Jun 30, 26	+39.48K	0.20%
RETIREMENT INCOME SOLUTIONS, INC	38.00K	Jun 30, 26	-1.64K	0.19%
BCS Wealth Management	37.49K	Jun 30, 26	+480	0.19%
Jacobi Capital Management LLC	35.89K	Jun 30, 26	--	0.18%
Chris Bulman Inc	35.60K	Jun 30, 26	-5.21K	0.18%
Janney Montgomery Scott LLC	35.46K	Jun 30, 26	+2.90K	0.18%
Ascent Wealth Partners, LLC	35.33K	Jun 30, 26	--	0.18%
Patriot Financial Group Insurance Agency, LLC	35.29K	Jun 30, 26	-36.80K	0.18%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	35.11K	Jun 30, 26	--	0.18%
Allegiance Financial Group Advisory Services LLC	35.09K	Jun 30, 26	--	0.18%
Eqis Capital Management, Inc.	34.96K	Jun 30, 26	+14.93K	0.18%
Spire Wealth Management	33.73K	Jun 30, 26	-680	0.17%
Castle Rock Wealth Management, LLC	32.45K	Jun 30, 26	--	0.16%
CITADEL ADVISORS LLC	31.62K	Jun 30, 26	+15.26K	0.16%
Capital Analysts, LLC	31.54K	Jun 30, 26	--	0.16%
Bison Wealth, LLC	29.75K	Jun 30, 26	--	0.15%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	27.89K	Jun 30, 26	+1.76K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.63K	Jun 30, 26	-14.70K	0.14%
Sentinus, LLC	27.12K	Jun 30, 26	--	0.14%
Cerity Partners LLC	27.07K	Jun 30, 26	-45.48K	0.14%
WPWealth LLP	26.96K	Jun 30, 26	--	0.14%
Trek Financial, LLC	26.78K	Jun 30, 26	-862	0.14%
CreativeOne Wealth, LLC	26.50K	Jun 30, 26	-23	0.13%
Kingsview Wealth Management, LLC	25.45K	Jun 30, 26	-3.36K	0.13%
Farther Finance Advisors, LLC	25.27K	Jun 30, 26	-1.94K	0.13%
NorthCrest Asset Manangement, LLC	23.69K	Jun 30, 26	--	0.12%
Bedel Financial Consulting, Inc.	23.67K	Jun 30, 26	--	0.12%
AXXCESS WEALTH MANAGEMENT, LLC	22.37K	Jun 30, 26	+22.37K	0.11%
Orion Capital Management LLC	22.21K	Jun 30, 26	-200	0.11%
Fragasso Group Inc.	22.15K	Jun 30, 26	--	0.11%
SRS Capital Advisors, Inc.	21.71K	Jun 30, 26	+13.77K	0.11%
Concurrent Investment Advisors, LLC	21.52K	Jun 30, 26	-114	0.11%
Csenge Advisory Group	20.76K	Jun 30, 26	--	0.10%
Global Strategic Investment Solutions, LLC	20.46K	Jun 30, 26	-5	0.10%
INDEPENDENT FINANCIAL GROUP, LLC	20.36K	Jun 30, 26	+771	0.10%
FSA Advisors, Inc.	20.15K	Jun 30, 26	-226	0.10%
BFI Wealth Solutions, LLC	20.01K	Jun 30, 26	-2.35K	0.10%
Jessup Wealth Management, Inc	19.69K	Jun 30, 26	--	0.10%
Steward Partners Investment Advisory, LLC	19.24K	Jun 30, 26	--	0.10%
NORTHERN TRUST CORP	18.83K	Jun 30, 26	--	0.10%
Advisory Services Network, LLC	18.67K	Jun 30, 26	--	0.09%
Quantinno Capital Management LP	18.08K	Jun 30, 26	+18.08K	0.09%
MORGAN STANLEY	17.18K	Jun 30, 26	--	0.09%
Savvy Advisors, Inc.	17.08K	Jun 30, 26	-1.48K	0.09%
TOUNJIAN ADVISORY PARTNERS, LLC	16.93K	Jun 30, 26	+16.93K	0.09%
AE Wealth Management LLC	16.59K	Jun 30, 26	-4.93K	0.08%
AdvisorNet Financial, Inc	16.24K	Jun 30, 26	-1.43K	0.08%
Mariner, LLC	16.13K	Jun 30, 26	-24.20K	0.08%
Pinnacle Wealth Management Group, Inc.	14.37K	Jun 30, 26	-500	0.07%
Pensionmark Financial Group, LLC	13.70K	Jun 30, 26	-516	0.07%
FORVIS Wealth Advisors, LLC	13.40K	Jun 30, 26	-193	0.07%
TopTier Wealth Management, LLC	12.55K	Jun 30, 26	-5.32K	0.06%
COFG Advisors, LLC	12.46K	Jun 30, 26	--	0.06%
Lineweaver Wealth Advisors, LLC	12.12K	Jun 30, 26	--	0.06%
Dynamic Advisor Solutions LLC	11.96K	Jun 30, 26	-69	0.06%
Visionary Wealth Advisors	11.68K	Jun 30, 26	-193	0.06%
BECK CAPITAL MANAGEMENT, LLC	11.61K	Jun 30, 26	-5	0.06%
RFG Advisory, LLC	11.46K	Jun 30, 26	-721	0.06%
Ambassador Advisors, LLC	11.35K	Jun 30, 26	--	0.06%
SFMG, LLC	11.33K	Jun 30, 26	--	0.06%
Forty-three Eighteen Advisors, LLC	11.23K	Jun 30, 26	--	0.06%
McAdam, LLC	11.22K	Jun 30, 26	--	0.06%
Sequoia Financial Advisors, LLC	11.07K	Jun 30, 26	--	0.06%
SAGESPRING WEALTH PARTNERS, LLC	10.89K	Jun 30, 26	-1	0.06%
Private Advisor Group, LLC	10.83K	Jun 30, 26	-7.67K	0.05%
FIDUCIARY FINANCIAL GROUP, LLC	10.80K	Jun 30, 26	--	0.05%
Archer Investment Corp	10.67K	Jun 30, 26	--	0.05%
Lakeridge Wealth Management LLC	10.51K	Jun 30, 26	-23	0.05%
Weaver Capital Management LLC	10.49K	Jun 30, 26	--	0.05%
Crown Wealth Group, LLC	10.04K	Jun 30, 26	--	0.05%
Quest 10 Wealth Builders, Inc.	9.87K	Jun 30, 26	-398	0.05%
PTM WEALTH MANAGEMENT, LLC	9.83K	Jun 30, 26	--	0.05%
Main Street Financial Solutions, LLC	9.80K	Jun 30, 26	--	0.05%
Continuum Advisory, LLC	9.80K	Jun 30, 26	-7	0.05%
Waterloo Capital, L.P.	9.72K	Jun 30, 26	-924	0.05%
ACCESS FINANCIAL SERVICES, INC.	9.70K	Jun 30, 26	--	0.05%
Focus Financial Network, Inc.	9.65K	Jun 30, 26	-405	0.05%
Koshinski Asset Management, Inc.	9.56K	Jun 30, 26	--	0.05%
Ausdal Financial Partners, Inc.	9.45K	Jun 30, 26	+369	0.05%
Cornerstone Wealth, LLC/TN	9.35K	Jun 30, 26	--	0.05%
Michels Family Financial, LLC	8.88K	Jun 30, 26	--	0.04%
Goldstein Advisors, LLC	8.87K	Jun 30, 26	-16	0.04%
Capital Square, LLC	8.57K	Jun 30, 26	--	0.04%
Straight Path Wealth Management	8.49K	Jun 30, 26	--	0.04%
Blue Sky Capital Consultants Group, Inc.	8.45K	Jun 30, 26	-790	0.04%
Pacific Park Financial, Inc.	8.38K	Jun 30, 26	-444	0.04%
AlphaStar Capital Management, LLC	8.26K	Jun 30, 26	-2.87K	0.04%
CENTRAL VALLEY ADVISORS, LLC	8.24K	Jun 30, 26	--	0.04%
Outlook Wealth Advisors, LLC	8.20K	Jun 30, 26	--	0.04%
Wood Tarver Financial Group, LLC	8.13K	Jun 30, 26	-656	0.04%
INSIGNEO ADVISORY SERVICES, LLC	8.10K	Jun 30, 26	--	0.04%
MGO ONE SEVEN LLC	8.06K	Jun 30, 26	--	0.04%
Intentional Wealth Strategies, LLC	8.03K	Jun 30, 26	--	0.04%
Fiduciary Alliance LLC	7.86K	Jun 30, 26	--	0.04%
JPMORGAN CHASE & CO	7.76K	Jun 30, 26	-6.54K	0.04%
TrustBank	7.58K	Jun 30, 26	+2.60K	0.04%
Retirement Planning Group	7.54K	Jun 30, 26	-2.65K	0.04%
Valtinson Bruner Financial Planning LLC	7.46K	Jun 30, 26	--	0.04%
Global Retirement Partners, LLC	7.23K	Jun 30, 26	+7.23K	0.04%
O'Connor Financial Group LLC	7.20K	Jun 30, 26	+6	0.04%
WEDBUSH SECURITIES INC	7.16K	Jun 30, 26	-539	0.04%
CITY HOLDING CO	7.13K	Jun 30, 26	-500	0.04%
CALIBER WEALTH MANAGEMENT, LLC / KS	7.01K	Jun 30, 26	--	0.04%
Sigma Planning Corp	6.97K	Jun 30, 26	-500	0.04%
Weaver Consulting Group	6.91K	Jun 30, 26	+12	0.03%
Foundry Financial Group, Inc.	6.83K	Jun 30, 26	-411	0.03%
Cardinal Point Capital Management, ULC	6.77K	Jun 30, 26	--	0.03%
YARGER WEALTH STRATEGIES, LLC	6.75K	Jun 30, 26	--	0.03%
Galvin, Gaustad & Stein, LLC	6.68K	Jun 30, 26	-419	0.03%
Valmark Advisers, Inc.	6.46K	Jun 30, 26	-363	0.03%
Arkadios Wealth Advisors	6.46K	Jun 30, 26	-27.08K	0.03%
Simplicity Wealth,LLC	6.34K	Jun 30, 26	-575	0.03%
HB Wealth Management, LLC	6.07K	Jun 30, 26	+6.07K	0.03%
Summit Wealth Partners, LLC	6.06K	Jun 30, 26	--	0.03%
WealthShield Partners, LLC	5.88K	Jun 30, 26	-3.10K	0.03%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	5.86K	Jun 30, 26	--	0.03%
Tradition Wealth Management, LLC	5.79K	Jun 30, 26	-83	0.03%
First Heartland Consultants, Inc.	5.71K	Jun 30, 26	--	0.03%
Nikulski Financial, Inc.	5.61K	Jun 30, 26	-150	0.03%
Mutual Advisors, LLC	5.58K	Jun 30, 26	-621	0.03%
LaSalle St. Investment Advisors, LLC	5.54K	Jun 30, 26	-492	0.03%
CALTON & ASSOCIATES, INC.	5.52K	Jun 30, 26	-150	0.03%
PRINCIPAL SECURITIES, INC.	5.31K	Jun 30, 26	--	0.03%
Krilogy Financial LLC	5.00K	Jun 30, 26	--	0.03%
BANK OF AMERICA CORP /DE/	5.00K	Jun 30, 26	+5.00K	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	4.90K	Jun 30, 26	--	0.02%
Stratos Wealth Advisors, LLC	4.87K	Jun 30, 26	+4.87K	0.02%
Disciplined Investments, LLC	4.83K	Jun 30, 26	+4.83K	0.02%
J.W. COLE ADVISORS, INC.	4.82K	Jun 30, 26	+4.82K	0.02%
Garden State Investment Advisory Services LLC	4.81K	Jun 30, 26	+4.81K	0.02%
Creative Planning	4.72K	Jun 30, 26	+4.72K	0.02%
Capstone Triton Financial Group, LLC	4.66K	Jun 30, 26	-4.66K	0.02%
IMG Wealth Management, Inc.	4.37K	Jun 30, 26	--	0.02%
DHJJ Financial Advisors, Ltd.	4.16K	Jun 30, 26	-329	0.02%
Ashton Thomas Private Wealth, LLC	4.07K	Jun 30, 26	--	0.02%
BigSur Wealth Management LLC	4.06K	Jun 30, 26	-94	0.02%
CENTAURUS FINANCIAL, INC.	3.92K	Jun 30, 26	-228	0.02%
EverSource Wealth Advisors, LLC	3.00K	Jun 30, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.90K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	2.60K	Jun 30, 26	+2.60K	0.01%
HARBOUR INVESTMENTS, INC.	2.56K	Jun 30, 26	-1.16K	0.01%
AlphaCore Capital LLC	2.20K	Jun 30, 26	--	0.01%
RED REEF ADVISORS LLC	2.06K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	1.82K	Jun 30, 26	+1.82K	0.01%
Financial Network Wealth Advisors LLC	1.66K	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	1.34K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	1.33K	Jun 30, 26	--	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.22K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	1.20K	Jun 30, 26	--	0.01%
MidFirst Bank	1.16K	Jun 30, 26	+1.16K	0.01%
ASSETMARK, INC	608	Jun 30, 26	-77	0.00%
Bernard Wealth Management Corp.	556	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	500	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	425	Jun 30, 26	+425	0.00%
Global Trust Asset Management, LLC	400	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	360	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	323	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	180	Jun 30, 26	--	0.00%
BARCLAYS PLC	136	Jun 30, 26	-1.53K	0.00%
Golden State Equity Partners	--	Jun 30, 26	-577	--
Wagner Wealth Management, LLC	--	Jun 30, 26	-1.99K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-635	--
UBS Group AG	--	Jun 30, 26	-720	--
Pacific Excel Wealth Advisors, Inc.	--	Jun 30, 26	-7.73K	--
AssuredPartners Investment Advisors, LLC	--	Jun 30, 26	-5.64K	--
CORRADO ADVISORS, LLC	--	Jun 30, 26	-34.53K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-16.36K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-500	--
CYPRESS FINANCIAL PLANNING LLC	--	Jun 30, 26	-5.03K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-500	--
Talon Private Wealth, LLC	28.73K	Mar 31, 26	+28.73K	0.15%
U.S. Capital Wealth Advisors, LLC	12.69K	Mar 31, 26	-13.87K	0.06%
Catalina Capital Group, LLC	5.51K	Mar 31, 26	--	0.03%
Sunbelt Securities, Inc.	1.22K	Mar 31, 26	-250	0.01%
Anfield Capital Management, LLC	317	Mar 31, 26	--	0.00%
CWM, LLC	--	Mar 31, 26	-1.53K	--
Stuart Chaussee & Associates, Inc.	194.70K	Sep 30, 25	-2.25K	0.98%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-15.21K	--
AVANTAX ADVISORY SERVICES, INC.	11.48K	Jun 30, 25	-1.85K	0.06%
Atria Wealth Solutions, Inc.	5.51K	Jun 30, 25	-5.49K	0.03%
Riggs Capital Management LLC	54.22K	Dec 31, 24	+54.22K	0.27%
Sugarloaf Wealth Management, LLC	34.73K	Dec 31, 24	+2.14K	0.18%
Raymond James Financial Services Advisors, Inc.	227.58K	Sep 30, 24	-26.76K	1.15%
RAYMOND JAMES & ASSOCIATES	43.32K	Sep 30, 24	-1.12K	0.22%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-57.32K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	8.25K	Jun 30, 24	--	0.04%
Cetera Advisors LLC	223.72K	Mar 31, 24	+8.54K	1.13%
Strategic Wealth Partners Group LLC	187.53K	Mar 31, 24	-3.28K	0.95%
Cetera Advisor Networks LLC	60.21K	Mar 31, 24	-13.95K	0.30%
InterOcean Capital Group, LLC	31.98K	Mar 31, 24	--	0.16%
Asset Management Resources, LLC	187.39K	Dec 31, 23	+187.39K	0.95%
FOCUS FINANCIAL NETWORK INC /ADV	20.44K	Dec 31, 23	+20.44K	0.10%
Steward Financial Group LLC	41.78K	Sep 30, 23	--	0.21%
Truadvice, LLC	39.05K	Sep 30, 23	-640	0.20%
BEDEL FINANCIAL CONSULTING INC	23.25K	Sep 30, 23	+23.25K	0.12%
Sutton Wealth Advisors Inc.	2.28K	Sep 30, 23	--	0.01%
Financial Architects, Inc	57.25K	Jun 30, 23	--	0.29%
Kistler-Tiffany Companies, LLC	718	Jun 30, 23	--	0.00%
Cardinal Point Wealth Management Partners, LLC	30.88K	Mar 31, 23	--	0.16%
TRUSTCORE FINANCIAL SERVICES, LLC	156.89K	Dec 31, 22	+152.00K	0.79%
American Portfolios Advisors	5.83K	Sep 30, 22	--	0.03%
Covington Capital Management	3.00K	Sep 30, 22	-300	0.02%
Dixon Hughes Goodman Wealth Advisors LLC	29.42K	Mar 31, 22	+169	0.15%
NEXT Financial Group, Inc	184	Dec 31, 21	+184	0.00%
Hoover Financial Advisors, Inc.	734	Jun 30, 21	-2.20K	0.00%
OLD MISSION CAPITAL, LLC	47.63K	Dec 31, 20	+47.63K	0.24%
Advisor Group, Inc.	49.62K	Dec 31, 19	+49.62K	0.25%
LADENBURG THALMANN FINANCIAL SERVICES INC.	20.71K	Dec 31, 19	+20.71K	0.10%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

5.20M

Jun 30, 26

-139.06K

26.28%

Penserra Capital Management LLC

1.67M

Jun 30, 26

+107.44K

8.47%

Berkshire Money Management, Inc.

608.73K

Jun 30, 26

+9.95K

3.08%

ADVISOR GROUP HOLDINGS, INC.

598.16K

Jun 30, 26

+25.06K

3.03%

Brookstone Capital Management

503.75K

Jun 30, 26

-730.77K

2.55%

Colony Group, LLC

404.19K

Jun 30, 26

-12.29K

2.04%

COMMONWEALTH EQUITY SERVICES, LLC

379.84K

Jun 30, 26

-58.10K

1.92%

LPL Financial LLC

376.83K

Jun 30, 26

+9.73K

1.91%

Kestra Advisory Services, LLC

350.34K

Jun 30, 26

-1.89K

1.77%

Foundations Investment Advisors, LLC

314.56K

Jun 30, 26

-14.69K

1.59%

Cetera Investment Advisers

298.07K

Jun 30, 26

-47.88K

1.51%

RAYMOND JAMES FINANCIAL INC

264.30K

Jun 30, 26

-78.73K

1.34%

HighTower Advisors, LLC

262.01K

Jun 30, 26

1.33%

ENVESTNET ASSET MANAGEMENT INC

255.48K

Jun 30, 26

-4.13K

1.29%

Beacon Pointe Advisors, LLC

253.35K

Jun 30, 26

-13.76K

1.28%

Lido Advisors, LLC

182.92K

Jun 30, 26

-1.88K

0.93%

Bellwether Advisors, LLC

134.83K

Jun 30, 26

0.68%

Three Seasons Wealth, LLC

126.30K

Jun 30, 26

-282

0.64%

TRUIST FINANCIAL CORP

120.67K

Jun 30, 26

-291

0.61%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

117.12K

Jun 30, 26

-1.00K

0.59%

NewEdge Advisors, LLC

116.32K

Jun 30, 26

-161

0.59%

CoreCap Advisors, LLC

116.28K

Jun 30, 26

-1.16K

0.59%

MML INVESTORS SERVICES, LLC

100.75K

Jun 30, 26

-2.40K

0.51%

CRA Financial Services, LLC

98.26K

Jun 30, 26

-700

0.50%

GILL CAPITAL PARTNERS, LLC

97.46K

Jun 30, 26

-5.37K

0.49%

Sherry Group, Inc.

85.02K

Jun 30, 26

-70.18K

0.43%

Keating Financial Advisory Services, Inc.

82.78K

Jun 30, 26

-1.07K

0.42%

Cassady Wealth & Retirement Planning, LLC

79.79K

Jun 30, 26

-85

0.40%

Comprehensive Financial Consultants Institutional, Inc.

76.45K

Jun 30, 26

-1.24K

0.39%

Buska Wealth Management, LLC

71.34K

Jun 30, 26

-20.06K

0.36%

CAPTRUST FINANCIAL ADVISORS

71.24K

Jun 30, 26

0.36%

Advisory Alpha, LLC

68.53K

Jun 30, 26

+17.77K

0.35%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

68.36K

Jun 30, 26

-9.09K

0.35%

Resources Investment Advisors, LLC.

68.11K

Jun 30, 26

-5.63K

0.34%

KFG WEALTH MANAGEMENT, LLC

63.76K

Jun 30, 26

-2.63K

0.32%

Cambridge Investment Research Advisors, Inc.

62.05K

Jun 30, 26

-12.34K

0.31%

BLAIR WILLIAM & CO/IL

56.19K

Jun 30, 26

-1.70K

0.28%

Dakota Wealth Management

56.16K

Jun 30, 26

-2.43K

0.28%

Wealth Alliance

55.30K

Jun 30, 26

0.28%

ATTICUS WEALTH MANAGEMENT, LLC

54.63K

Jun 30, 26

-400

0.28%

Keystone Wealth Services, LLC

54.49K

Jun 30, 26

-4.90K

0.28%

Merit Financial Group, LLC

51.56K

Jun 30, 26

-3.19K

0.26%

MTM FINANCIAL GROUP, LLC

51.45K

Jun 30, 26

-296

0.26%

MAI Capital Management

48.78K

Jun 30, 26

-54.48K

0.25%

Southland Equity Partners LLC

48.43K

Jun 30, 26

-373

0.24%

MERCER GLOBAL ADVISORS INC /ADV

47.45K

Jun 30, 26

-611

0.24%

Apollon Wealth Management, LLC

47.01K

Jun 30, 26

-2.76K

0.24%

IFP Advisors, Inc

46.91K

Jun 30, 26

-6.44K

0.24%

Cresset Asset Management, LLC

44.87K

Jun 30, 26

-20.53K

0.23%

Diligent Investors, LLC

43.68K

Jun 30, 26

-200

0.22%

Cape Investment Advisory, Inc.

41.70K

Jun 30, 26

0.21%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

39.49K

Jun 30, 26

-1.97K

0.20%

HRT FINANCIAL LP

39.48K

Jun 30, 26

+39.48K

0.20%

RETIREMENT INCOME SOLUTIONS, INC

38.00K

Jun 30, 26

-1.64K

0.19%

BCS Wealth Management

37.49K

Jun 30, 26

+480

0.19%

Jacobi Capital Management LLC

35.89K

Jun 30, 26

0.18%

Chris Bulman Inc

35.60K

Jun 30, 26

-5.21K

0.18%

Janney Montgomery Scott LLC

35.46K

Jun 30, 26

+2.90K

0.18%

Ascent Wealth Partners, LLC

35.33K

Jun 30, 26

0.18%

Patriot Financial Group Insurance Agency, LLC

35.29K

Jun 30, 26

-36.80K

0.18%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

35.11K

Jun 30, 26

0.18%

Allegiance Financial Group Advisory Services LLC

35.09K

Jun 30, 26

0.18%

Eqis Capital Management, Inc.

34.96K

Jun 30, 26

+14.93K

0.18%

Spire Wealth Management

33.73K

Jun 30, 26

-680

0.17%

Castle Rock Wealth Management, LLC

32.45K

Jun 30, 26

0.16%

CITADEL ADVISORS LLC

31.62K

Jun 30, 26

+15.26K

0.16%

Capital Analysts, LLC

31.54K

Jun 30, 26

0.16%

Bison Wealth, LLC

29.75K

Jun 30, 26

0.15%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

27.89K

Jun 30, 26

+1.76K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.63K

Jun 30, 26

-14.70K

0.14%

Sentinus, LLC

27.12K

Jun 30, 26

0.14%

Cerity Partners LLC

27.07K

Jun 30, 26

-45.48K

0.14%

WPWealth LLP

26.96K

Jun 30, 26

0.14%

Trek Financial, LLC

26.78K

Jun 30, 26

-862

0.14%

CreativeOne Wealth, LLC

26.50K

Jun 30, 26

-23

0.13%

Kingsview Wealth Management, LLC

25.45K

Jun 30, 26

-3.36K

0.13%

Farther Finance Advisors, LLC

25.27K

Jun 30, 26

-1.94K

0.13%

NorthCrest Asset Manangement, LLC

23.69K

Jun 30, 26

0.12%

Bedel Financial Consulting, Inc.

23.67K

Jun 30, 26

0.12%

AXXCESS WEALTH MANAGEMENT, LLC

22.37K

Jun 30, 26

+22.37K

0.11%

Orion Capital Management LLC

22.21K

Jun 30, 26

-200

0.11%

Fragasso Group Inc.

22.15K

Jun 30, 26

0.11%

SRS Capital Advisors, Inc.

21.71K

Jun 30, 26

+13.77K

0.11%

Concurrent Investment Advisors, LLC

21.52K

Jun 30, 26

-114

0.11%

Csenge Advisory Group

20.76K

Jun 30, 26

0.10%

Global Strategic Investment Solutions, LLC

20.46K

Jun 30, 26

-5

0.10%

INDEPENDENT FINANCIAL GROUP, LLC

20.36K

Jun 30, 26

+771

0.10%

FSA Advisors, Inc.

20.15K

Jun 30, 26

-226

0.10%

BFI Wealth Solutions, LLC

20.01K

Jun 30, 26

-2.35K

0.10%

Jessup Wealth Management, Inc

19.69K

Jun 30, 26

0.10%

Steward Partners Investment Advisory, LLC

19.24K

Jun 30, 26

0.10%

NORTHERN TRUST CORP

18.83K

Jun 30, 26

0.10%

Advisory Services Network, LLC

18.67K

Jun 30, 26

0.09%

Quantinno Capital Management LP

18.08K

Jun 30, 26

+18.08K

0.09%

MORGAN STANLEY

17.18K

Jun 30, 26

0.09%

Savvy Advisors, Inc.

17.08K

Jun 30, 26

-1.48K

0.09%

TOUNJIAN ADVISORY PARTNERS, LLC

16.93K

Jun 30, 26

+16.93K

0.09%

AE Wealth Management LLC

16.59K

Jun 30, 26

-4.93K

0.08%

AdvisorNet Financial, Inc

16.24K

Jun 30, 26

-1.43K

0.08%

Mariner, LLC

16.13K

Jun 30, 26

-24.20K

0.08%

Pinnacle Wealth Management Group, Inc.

14.37K

Jun 30, 26

-500

0.07%

Pensionmark Financial Group, LLC

13.70K

Jun 30, 26

-516

0.07%

FORVIS Wealth Advisors, LLC

13.40K

Jun 30, 26

-193

0.07%

TopTier Wealth Management, LLC

12.55K

Jun 30, 26

-5.32K

0.06%

COFG Advisors, LLC

12.46K

Jun 30, 26

0.06%

Lineweaver Wealth Advisors, LLC

12.12K

Jun 30, 26

0.06%

Dynamic Advisor Solutions LLC

11.96K

Jun 30, 26

-69

0.06%

Visionary Wealth Advisors

11.68K

Jun 30, 26

-193

0.06%

BECK CAPITAL MANAGEMENT, LLC

11.61K

Jun 30, 26

-5

0.06%

RFG Advisory, LLC

11.46K

Jun 30, 26

-721

0.06%

Ambassador Advisors, LLC

11.35K

Jun 30, 26

0.06%

SFMG, LLC

11.33K

Jun 30, 26

0.06%

Forty-three Eighteen Advisors, LLC

11.23K

Jun 30, 26

0.06%

McAdam, LLC

11.22K

Jun 30, 26

0.06%

Sequoia Financial Advisors, LLC

11.07K

Jun 30, 26

0.06%

SAGESPRING WEALTH PARTNERS, LLC

10.89K

Jun 30, 26

-1

0.06%

Private Advisor Group, LLC

10.83K

Jun 30, 26

-7.67K

0.05%

FIDUCIARY FINANCIAL GROUP, LLC

10.80K

Jun 30, 26

0.05%

Archer Investment Corp

10.67K

Jun 30, 26

0.05%

Lakeridge Wealth Management LLC

10.51K

Jun 30, 26

-23

0.05%

Weaver Capital Management LLC

10.49K

Jun 30, 26

0.05%

Crown Wealth Group, LLC

10.04K

Jun 30, 26

0.05%

Quest 10 Wealth Builders, Inc.

9.87K

Jun 30, 26

-398

0.05%

PTM WEALTH MANAGEMENT, LLC

9.83K

Jun 30, 26

0.05%

Main Street Financial Solutions, LLC

9.80K

Jun 30, 26

0.05%

Continuum Advisory, LLC

9.80K

Jun 30, 26

-7

0.05%

Waterloo Capital, L.P.

9.72K

Jun 30, 26

-924

0.05%

ACCESS FINANCIAL SERVICES, INC.

9.70K

Jun 30, 26

0.05%

Focus Financial Network, Inc.

9.65K

Jun 30, 26

-405

0.05%

Koshinski Asset Management, Inc.

9.56K

Jun 30, 26

0.05%

Ausdal Financial Partners, Inc.

9.45K

Jun 30, 26

+369

0.05%

Cornerstone Wealth, LLC/TN

9.35K

Jun 30, 26

0.05%

Michels Family Financial, LLC

8.88K

Jun 30, 26

0.04%

Goldstein Advisors, LLC

8.87K

Jun 30, 26

-16

0.04%

Capital Square, LLC

8.57K

Jun 30, 26

0.04%

Straight Path Wealth Management

8.49K

Jun 30, 26

0.04%

Blue Sky Capital Consultants Group, Inc.

8.45K

Jun 30, 26

-790

0.04%

Pacific Park Financial, Inc.

8.38K

Jun 30, 26

-444

0.04%

AlphaStar Capital Management, LLC

8.26K

Jun 30, 26

-2.87K

0.04%

CENTRAL VALLEY ADVISORS, LLC

8.24K

Jun 30, 26

0.04%

Outlook Wealth Advisors, LLC

8.20K

Jun 30, 26

0.04%

Wood Tarver Financial Group, LLC

8.13K

Jun 30, 26

-656

0.04%

INSIGNEO ADVISORY SERVICES, LLC

8.10K

Jun 30, 26

0.04%

MGO ONE SEVEN LLC

8.06K

Jun 30, 26

0.04%

Intentional Wealth Strategies, LLC

8.03K

Jun 30, 26

0.04%

Fiduciary Alliance LLC

7.86K

Jun 30, 26

0.04%

JPMORGAN CHASE & CO

7.76K

Jun 30, 26

-6.54K

0.04%

TrustBank

7.58K

Jun 30, 26

+2.60K

0.04%

Retirement Planning Group

7.54K

Jun 30, 26

-2.65K

0.04%

Valtinson Bruner Financial Planning LLC

7.46K

Jun 30, 26

0.04%

Global Retirement Partners, LLC

7.23K

Jun 30, 26

+7.23K

0.04%

O'Connor Financial Group LLC

7.20K

Jun 30, 26

0.04%

WEDBUSH SECURITIES INC

7.16K

Jun 30, 26

-539

0.04%

CITY HOLDING CO

7.13K

Jun 30, 26

-500

0.04%

CALIBER WEALTH MANAGEMENT, LLC / KS

7.01K

Jun 30, 26

0.04%

Sigma Planning Corp

6.97K

Jun 30, 26

-500

0.04%

Weaver Consulting Group

6.91K

Jun 30, 26

+12

0.03%

Foundry Financial Group, Inc.

6.83K

Jun 30, 26

-411

0.03%

Cardinal Point Capital Management, ULC

6.77K

Jun 30, 26

0.03%

YARGER WEALTH STRATEGIES, LLC

6.75K

Jun 30, 26

0.03%

Galvin, Gaustad & Stein, LLC

6.68K

Jun 30, 26

-419

0.03%

Valmark Advisers, Inc.

6.46K

Jun 30, 26

-363

0.03%

Arkadios Wealth Advisors

6.46K

Jun 30, 26

-27.08K

0.03%

Simplicity Wealth,LLC

6.34K

Jun 30, 26

-575

0.03%

HB Wealth Management, LLC

6.07K

Jun 30, 26

+6.07K

0.03%

Summit Wealth Partners, LLC

6.06K

Jun 30, 26

0.03%

WealthShield Partners, LLC

5.88K

Jun 30, 26

-3.10K

0.03%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

5.86K

Jun 30, 26

0.03%

Tradition Wealth Management, LLC

5.79K

Jun 30, 26

-83

0.03%

First Heartland Consultants, Inc.

5.71K

Jun 30, 26

0.03%

Nikulski Financial, Inc.

5.61K

Jun 30, 26

-150

0.03%

Mutual Advisors, LLC

5.58K

Jun 30, 26

-621

0.03%

LaSalle St. Investment Advisors, LLC

5.54K

Jun 30, 26

-492

0.03%

CALTON & ASSOCIATES, INC.

5.52K

Jun 30, 26

-150

0.03%

PRINCIPAL SECURITIES, INC.

5.31K

Jun 30, 26

0.03%

Krilogy Financial LLC

5.00K

Jun 30, 26

0.03%

BANK OF AMERICA CORP /DE/

5.00K

Jun 30, 26

+5.00K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

4.90K

Jun 30, 26

0.02%

Stratos Wealth Advisors, LLC

4.87K

Jun 30, 26

+4.87K

0.02%

Disciplined Investments, LLC

4.83K

Jun 30, 26

+4.83K

0.02%

J.W. COLE ADVISORS, INC.

4.82K

Jun 30, 26

+4.82K

0.02%

Garden State Investment Advisory Services LLC

4.81K

Jun 30, 26

+4.81K

0.02%

Creative Planning

4.72K

Jun 30, 26

+4.72K

0.02%

Capstone Triton Financial Group, LLC

4.66K

Jun 30, 26

-4.66K

0.02%

IMG Wealth Management, Inc.

4.37K

Jun 30, 26

0.02%

DHJJ Financial Advisors, Ltd.

4.16K

Jun 30, 26

-329

0.02%

Ashton Thomas Private Wealth, LLC

4.07K

Jun 30, 26

0.02%

BigSur Wealth Management LLC

4.06K

Jun 30, 26

-94

0.02%

CENTAURUS FINANCIAL, INC.

3.92K

Jun 30, 26

-228

0.02%

EverSource Wealth Advisors, LLC

3.00K

Jun 30, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.90K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

2.60K

Jun 30, 26

+2.60K

0.01%

HARBOUR INVESTMENTS, INC.

2.56K

Jun 30, 26

-1.16K

0.01%

AlphaCore Capital LLC

2.20K

Jun 30, 26

0.01%

RED REEF ADVISORS LLC

2.06K

Jun 30, 26

0.01%

IFG Advisory, LLC

1.82K

Jun 30, 26

+1.82K

0.01%

Financial Network Wealth Advisors LLC

1.66K

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

1.34K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

1.33K

Jun 30, 26

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.22K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

1.20K

Jun 30, 26

0.01%

MidFirst Bank

1.16K

Jun 30, 26

+1.16K

0.01%

ASSETMARK, INC

608

Jun 30, 26

-77

0.00%

Bernard Wealth Management Corp.

556

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

500

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

425

Jun 30, 26

+425

0.00%

Global Trust Asset Management, LLC

400

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

360

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

323

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

180

Jun 30, 26

0.00%

BARCLAYS PLC

136

Jun 30, 26

-1.53K

0.00%

Golden State Equity Partners

Jun 30, 26

-577

Wagner Wealth Management, LLC

Jun 30, 26

-1.99K

Global Wealth Strategies & Associates

Jun 30, 26

-635

UBS Group AG

Jun 30, 26

-720

Pacific Excel Wealth Advisors, Inc.

Jun 30, 26

-7.73K

AssuredPartners Investment Advisors, LLC

Jun 30, 26

-5.64K

CORRADO ADVISORS, LLC

Jun 30, 26

-34.53K

OLD MISSION CAPITAL LLC

Jun 30, 26

-16.36K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-500

CYPRESS FINANCIAL PLANNING LLC

Jun 30, 26

-5.03K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-500

Talon Private Wealth, LLC

28.73K

Mar 31, 26

+28.73K

0.15%

U.S. Capital Wealth Advisors, LLC

12.69K

Mar 31, 26

-13.87K

0.06%

Catalina Capital Group, LLC

5.51K

Mar 31, 26

0.03%

Sunbelt Securities, Inc.

1.22K

Mar 31, 26

-250

0.01%

Anfield Capital Management, LLC

317

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

-1.53K

Stuart Chaussee & Associates, Inc.

194.70K

Sep 30, 25

-2.25K

0.98%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-15.21K

AVANTAX ADVISORY SERVICES, INC.

11.48K

Jun 30, 25

-1.85K

0.06%

Atria Wealth Solutions, Inc.

5.51K

Jun 30, 25

-5.49K

0.03%

Riggs Capital Management LLC

54.22K

Dec 31, 24

+54.22K

0.27%

Sugarloaf Wealth Management, LLC

34.73K

Dec 31, 24

+2.14K

0.18%

Raymond James Financial Services Advisors, Inc.

227.58K

Sep 30, 24

-26.76K

1.15%

RAYMOND JAMES & ASSOCIATES

43.32K

Sep 30, 24

-1.12K

0.22%

Pillar Wealth Advisors, LLC

Sep 30, 24

-57.32K

BENJAMIN F. EDWARDS & COMPANY, INC.

8.25K

Jun 30, 24

0.04%

Cetera Advisors LLC

223.72K

Mar 31, 24

+8.54K

1.13%

Strategic Wealth Partners Group LLC

187.53K

Mar 31, 24

-3.28K

0.95%

Cetera Advisor Networks LLC

60.21K

Mar 31, 24

-13.95K

0.30%

InterOcean Capital Group, LLC

31.98K

Mar 31, 24

0.16%

Asset Management Resources, LLC

187.39K

Dec 31, 23

+187.39K

0.95%

FOCUS FINANCIAL NETWORK INC /ADV

20.44K

Dec 31, 23

+20.44K

0.10%

Steward Financial Group LLC

41.78K

Sep 30, 23

0.21%

Truadvice, LLC

39.05K

Sep 30, 23

-640

0.20%

BEDEL FINANCIAL CONSULTING INC

23.25K

Sep 30, 23

+23.25K

0.12%

Sutton Wealth Advisors Inc.

2.28K

Sep 30, 23

0.01%

Financial Architects, Inc

57.25K

Jun 30, 23

0.29%

Kistler-Tiffany Companies, LLC

718

Jun 30, 23

0.00%

Cardinal Point Wealth Management Partners, LLC

30.88K

Mar 31, 23

0.16%

TRUSTCORE FINANCIAL SERVICES, LLC

156.89K

Dec 31, 22

+152.00K

0.79%

American Portfolios Advisors

5.83K

Sep 30, 22

0.03%

Covington Capital Management

3.00K

Sep 30, 22

-300

0.02%

Dixon Hughes Goodman Wealth Advisors LLC

29.42K

Mar 31, 22

+169

0.15%

NEXT Financial Group, Inc

184

Dec 31, 21

+184

0.00%

Hoover Financial Advisors, Inc.

734

Jun 30, 21

-2.20K

0.00%

OLD MISSION CAPITAL, LLC

47.63K

Dec 31, 20

+47.63K

0.24%

Advisor Group, Inc.

49.62K

Dec 31, 19

+49.62K

0.25%

LADENBURG THALMANN FINANCIAL SERVICES INC.

20.71K

Dec 31, 19

+20.71K

0.10%