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

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

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$45.96—

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POCT(POCT)

POCT

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

Institutional Ownership

Top 282 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	1.83M	Mar 31, 26	-79.98K	10.25%
Cerity Partners LLC	1.55M	Mar 31, 26	-30.67K	8.64%
Penserra Capital Management LLC	1.50M	Mar 31, 26	+85.05K	8.39%
Brookstone Capital Management	873.27K	Mar 31, 26	-19.88K	4.88%
COMMONWEALTH EQUITY SERVICES, LLC	735.17K	Mar 31, 26	-46.40K	4.11%
ADVISOR GROUP HOLDINGS, INC.	679.83K	Mar 31, 26	-116.03K	3.80%
ENVESTNET ASSET MANAGEMENT INC	585.70K	Mar 31, 26	+131.18K	3.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	474.94K	Mar 31, 26	-357.05K	2.65%
Colony Group, LLC	416.30K	Mar 31, 26	-7.74K	2.32%
RAYMOND JAMES FINANCIAL INC	389.69K	Mar 31, 26	-32.91K	2.18%
LPL Financial LLC	374.21K	Mar 31, 26	-9.83K	2.09%
BLAIR WILLIAM & CO/IL	371.46K	Mar 31, 26	-464	2.07%
Janney Montgomery Scott LLC	280.83K	Mar 31, 26	+10.13K	1.57%
Cetera Investment Advisers	263.89K	Mar 31, 26	-4.97K	1.47%
Kestra Advisory Services, LLC	254.52K	Mar 31, 26	+42.47K	1.42%
CoreCap Advisors, LLC	250.36K	Mar 31, 26	-2.01K	1.40%
HighTower Advisors, LLC	246.22K	Mar 31, 26	-4.66K	1.38%
CWM, LLC	234.31K	Mar 31, 26	-11.28K	1.31%
Brinker Capital Investments, LLC	230.59K	Mar 31, 26	-13.46K	1.29%
US BANCORP \DE\	215.95K	Mar 31, 26	-3.96K	1.21%
Beacon Pointe Advisors, LLC	210.69K	Mar 31, 26	+37.91K	1.18%
CAPTRUST FINANCIAL ADVISORS	191.47K	Mar 31, 26	-7.35K	1.07%
Rockefeller Capital Management L.P.	190.89K	Mar 31, 26	+104.23K	1.07%
AA Financial Advisors, LLC	189.40K	Mar 31, 26	-4.10K	1.06%
FORVIS Wealth Advisors, LLC	162.66K	Mar 31, 26	-20.74K	0.91%
Triad Wealth Partners, LLC	146.58K	Mar 31, 26	+30.66K	0.82%
Talon Private Wealth, LLC	144.19K	Mar 31, 26	+144.19K	0.81%
TRUIST FINANCIAL CORP	143.62K	Mar 31, 26	-9.80K	0.80%
Cresset Asset Management, LLC	134.81K	Mar 31, 26	-3.92K	0.75%
Certified Advisory Corp	132.54K	Mar 31, 26	-5.46K	0.74%
MML INVESTORS SERVICES, LLC	124.18K	Mar 31, 26	-73.04K	0.69%
Signal Advisors Wealth, LLC	116.84K	Mar 31, 26	+23.87K	0.65%
Trek Financial, LLC	113.79K	Mar 31, 26	-1.40K	0.64%
Advisory Services Network, LLC	110.52K	Mar 31, 26	-1.03K	0.62%
Cambridge Investment Research Advisors, Inc.	109.94K	Mar 31, 26	+66	0.61%
MERCER GLOBAL ADVISORS INC /ADV	106.68K	Mar 31, 26	-73.62K	0.60%
WPWealth LLP	99.83K	Mar 31, 26	-12.98K	0.56%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	89.95K	Mar 31, 26	+12.64K	0.50%
Southland Equity Partners LLC	88.71K	Mar 31, 26	-710	0.50%
MAI Capital Management	85.58K	Mar 31, 26	-79.42K	0.48%
Resources Investment Advisors, LLC.	77.91K	Mar 31, 26	-5.38K	0.44%
Wealth Alliance	74.99K	Mar 31, 26	--	0.42%
FOUNDERS FINANCIAL SECURITIES LLC	74.86K	Mar 31, 26	+11.98K	0.42%
KFG WEALTH MANAGEMENT, LLC	73.28K	Mar 31, 26	-7.47K	0.41%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	72.03K	Mar 31, 26	-5.79K	0.40%
CRA Financial Services, LLC	71.83K	Mar 31, 26	-1.25K	0.40%
CreativeOne Wealth, LLC	68.86K	Mar 31, 26	-10.62K	0.38%
Chris Bulman Inc	68.29K	Mar 31, 26	-535	0.38%
Patriot Financial Group Insurance Agency, LLC	67.86K	Mar 31, 26	+33.34K	0.38%
IFP Advisors, Inc	65.18K	Mar 31, 26	-80	0.36%
Global Strategic Investment Solutions, LLC	63.71K	Mar 31, 26	-6.48K	0.36%
PRINCIPAL SECURITIES, INC.	63.14K	Mar 31, 26	-367	0.35%
Pensionmark Financial Group, LLC	62.25K	Mar 31, 26	+8.47K	0.35%
CENTAURUS FINANCIAL, INC.	61.01K	Mar 31, 26	-417	0.34%
Diligent Investors, LLC	57.72K	Mar 31, 26	--	0.32%
RED CRANE WEALTH MANAGEMENT, LLC	57.19K	Mar 31, 26	-1.56K	0.32%
Three Seasons Wealth, LLC	56.50K	Mar 31, 26	-3.00K	0.32%
Bellwether Advisors, LLC	55.12K	Mar 31, 26	+9.53K	0.31%
Ausdal Financial Partners, Inc.	55.08K	Mar 31, 26	-2.91K	0.31%
STEPHENS INC /AR/	54.66K	Mar 31, 26	-108.72K	0.31%
NewEdge Advisors, LLC	53.69K	Mar 31, 26	-1.01K	0.30%
Advyzon Investment Management, LLC	51.79K	Mar 31, 26	-7.27K	0.29%
RETIREMENT INCOME SOLUTIONS, INC	45.20K	Mar 31, 26	+9.35K	0.25%
RFG Advisory, LLC	44.52K	Mar 31, 26	-226	0.25%
GILL CAPITAL PARTNERS, LLC	43.02K	Mar 31, 26	-2.43K	0.24%
Atlantic Private Wealth, LLC	42.35K	Mar 31, 26	--	0.24%
Atria Investments, Inc	42.16K	Mar 31, 26	+1.10K	0.24%
AE Wealth Management LLC	39.98K	Mar 31, 26	-3.25K	0.22%
ARS Wealth Advisors Group, LLC	39.24K	Mar 31, 26	-150	0.22%
Bedel Financial Consulting, Inc.	39.21K	Mar 31, 26	--	0.22%
Cape Investment Advisory, Inc.	37.45K	Mar 31, 26	-305	0.21%
U.S. Capital Wealth Advisors, LLC	36.28K	Mar 31, 26	-4.37K	0.20%
BCS Wealth Management	35.65K	Mar 31, 26	-35.88K	0.20%
Arkadios Wealth Advisors	35.29K	Mar 31, 26	+6.19K	0.20%
Jacobi Capital Management LLC	34.96K	Mar 31, 26	--	0.20%
Beacon Financial Advisory LLC	34.51K	Mar 31, 26	--	0.19%
Farther Finance Advisors, LLC	34.22K	Mar 31, 26	-5.68K	0.19%
SILVER OAK SECURITIES, INCORPORATED	32.95K	Mar 31, 26	--	0.18%
Tradition Wealth Management, LLC	32.73K	Mar 31, 26	-15.09K	0.18%
GLENMEDE TRUST CO NA	30.07K	Mar 31, 26	+30.07K	0.17%
CORRADO ADVISORS, LLC	29.64K	Mar 31, 26	-1.07K	0.17%
SIGNATUREFD, LLC	27.95K	Mar 31, 26	--	0.16%
Orion Capital Management LLC	27.36K	Mar 31, 26	-50	0.15%
Foundations Investment Advisors, LLC	27.24K	Mar 31, 26	+429	0.15%
Castle Rock Wealth Management, LLC	27.13K	Mar 31, 26	-311	0.15%
BENJAMIN EDWARDS INC	27.07K	Mar 31, 26	-342	0.15%
INDEPENDENT FINANCIAL GROUP, LLC	27.02K	Mar 31, 26	--	0.15%
FSA Advisors, Inc.	26.83K	Mar 31, 26	-82	0.15%
WealthPLAN Partners, LLC	26.49K	Mar 31, 26	+1.95K	0.15%
Cornerstone Wealth Group, LLC	25.40K	Mar 31, 26	-23	0.14%
Sugar Maple Asset Management, LLC	25.37K	Mar 31, 26	--	0.14%
Valmark Advisers, Inc.	25.16K	Mar 31, 26	-1.06K	0.14%
Merit Financial Group, LLC	24.55K	Mar 31, 26	-378	0.14%
WealthPlan Investment Management, LLC	24.47K	Mar 31, 26	+1.06K	0.14%
MGO ONE SEVEN LLC	23.91K	Mar 31, 26	-5.80K	0.13%
Sound View Wealth Advisors Group, LLC	23.63K	Mar 31, 26	-1.26K	0.13%
Vantage Point Financial LLC	23.25K	Mar 31, 26	+7.48K	0.13%
COLDSTREAM CAPITAL MANAGEMENT INC	22.20K	Mar 31, 26	--	0.12%
Ascent Wealth Partners, LLC	21.64K	Mar 31, 26	-226	0.12%
Pinnacle Wealth Management Group, Inc.	20.93K	Mar 31, 26	-65	0.12%
Berger Financial Group, Inc	20.86K	Mar 31, 26	-684	0.12%
HFG Wealth Management, LLC	20.45K	Mar 31, 26	-443	0.11%
Wood Tarver Financial Group, LLC	20.18K	Mar 31, 26	-115	0.11%
Strategic Blueprint, LLC	20.01K	Mar 31, 26	-158	0.11%
PTM WEALTH MANAGEMENT, LLC	19.47K	Mar 31, 26	-202	0.11%
Focus Financial Network, Inc.	19.06K	Mar 31, 26	-136	0.11%
Outlook Wealth Advisors, LLC	18.74K	Mar 31, 26	-4	0.10%
Continuum Advisory, LLC	18.69K	Mar 31, 26	-6	0.10%
Dakota Wealth Management	18.43K	Mar 31, 26	--	0.10%
Weaver Consulting Group	17.74K	Mar 31, 26	-1.08K	0.10%
City Center Advisors, LLC	17.32K	Mar 31, 26	+169	0.10%
Encompass More Asset Management	17.31K	Mar 31, 26	-30.73K	0.10%
Krilogy Financial LLC	17.16K	Mar 31, 26	--	0.10%
Fragasso Group Inc.	16.77K	Mar 31, 26	-424	0.09%
Mutual Advisors, LLC	16.64K	Mar 31, 26	-489	0.09%
Advisory Alpha, LLC	16.10K	Mar 31, 26	--	0.09%
Nikulski Financial, Inc.	15.70K	Mar 31, 26	--	0.09%
MMA ASSET MANAGEMENT LLC	15.60K	Mar 31, 26	--	0.09%
Creative Planning	15.60K	Mar 31, 26	+15.60K	0.09%
Per Stirling Capital Management, LLC.	15.02K	Mar 31, 26	-208	0.08%
CITY HOLDING CO	14.78K	Mar 31, 26	-80	0.08%
Compass Advisory Group LLC	14.71K	Mar 31, 26	-140	0.08%
HARBOUR INVESTMENTS, INC.	14.51K	Mar 31, 26	-4.82K	0.08%
Valtinson Bruner Financial Planning LLC	14.30K	Mar 31, 26	--	0.08%
BCGM Wealth Management, LLC	13.59K	Mar 31, 26	--	0.08%
Clay Northam Wealth Management, LLC	13.56K	Mar 31, 26	--	0.08%
Maridea Wealth Management LLC	13.39K	Mar 31, 26	+284	0.07%
IHT Wealth Management, LLC	13.35K	Mar 31, 26	-2.43K	0.07%
McAdam, LLC	12.96K	Mar 31, 26	--	0.07%
Concurrent Investment Advisors, LLC	12.65K	Mar 31, 26	+693	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.63K	Mar 31, 26	+12.63K	0.07%
CENTRAL VALLEY ADVISORS, LLC	12.48K	Mar 31, 26	--	0.07%
AdvisorNet Financial, Inc	12.41K	Mar 31, 26	-4.75K	0.07%
Elmwood Wealth Management, Inc.	12.21K	Mar 31, 26	-59.35K	0.07%
PNC FINANCIAL SERVICES GROUP, INC.	12.18K	Mar 31, 26	--	0.07%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	11.85K	Mar 31, 26	--	0.07%
Advisor OS, LLC	11.63K	Mar 31, 26	+11.63K	0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC	11.41K	Mar 31, 26	-2	0.06%
Goldstein Advisors, LLC	11.39K	Mar 31, 26	--	0.06%
Triumph Capital Management	11.34K	Mar 31, 26	+522	0.06%
Lakeridge Wealth Management LLC	11.27K	Mar 31, 26	--	0.06%
Blue Sky Capital Consultants Group, Inc.	11.10K	Mar 31, 26	-15	0.06%
LeClair Wealth Partners LLC	11.07K	Mar 31, 26	+11.07K	0.06%
MBL Wealth, LLC	11.05K	Mar 31, 26	+825	0.06%
Navis Wealth Advisors, LLC	11.05K	Mar 31, 26	--	0.06%
Lineweaver Wealth Advisors, LLC	10.98K	Mar 31, 26	--	0.06%
Quest 10 Wealth Builders, Inc.	10.85K	Mar 31, 26	-644	0.06%
Galvin, Gaustad & Stein, LLC	10.60K	Mar 31, 26	-1.81K	0.06%
Old Port Advisors	10.09K	Mar 31, 26	--	0.06%
GWN SECURITIES INC.	10.07K	Mar 31, 26	-370	0.06%
Weaver Capital Management LLC	9.55K	Mar 31, 26	--	0.05%
Long Island Wealth Management, Inc.	9.53K	Mar 31, 26	--	0.05%
Crown Wealth Group, LLC	9.33K	Mar 31, 26	+3.45K	0.05%
Capital Analysts, LLC	9.29K	Mar 31, 26	-8.62K	0.05%
FSA Investment Group, LLC	9.21K	Mar 31, 26	+3.99K	0.05%
BIP Wealth, LLC	9.16K	Mar 31, 26	-45	0.05%
Helium Advisors LLC	9.13K	Mar 31, 26	--	0.05%
ROTHSCHILD INVESTMENT LLC	9.09K	Mar 31, 26	--	0.05%
Retirement Planning Group	9.01K	Mar 31, 26	--	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	8.68K	Mar 31, 26	--	0.05%
Capital Square, LLC	8.64K	Mar 31, 26	-11	0.05%
CERTUITY, LLC	8.53K	Mar 31, 26	--	0.05%
ATTICUS WEALTH MANAGEMENT, LLC	8.46K	Mar 31, 26	--	0.05%
Ashton Thomas Private Wealth, LLC	8.41K	Mar 31, 26	+46	0.05%
Atala Financial Inc	8.41K	Mar 31, 26	--	0.05%
Hidden Cove Wealth Management, LLC	8.35K	Mar 31, 26	+8.35K	0.05%
CITADEL ADVISORS LLC	8.29K	Mar 31, 26	-35.81K	0.05%
XML Financial, LLC	7.99K	Mar 31, 26	--	0.04%
Steward Partners Investment Advisory, LLC	7.70K	Mar 31, 26	--	0.04%
Vestment Financial LLC	7.49K	Mar 31, 26	-329	0.04%
Integrated Wealth Concepts LLC	7.39K	Mar 31, 26	+7.39K	0.04%
DHJJ Financial Advisors, Ltd.	7.30K	Mar 31, 26	-249	0.04%
AMERICAN ASSET MANAGEMENT INC.	6.96K	Mar 31, 26	--	0.04%
SRS Capital Advisors, Inc.	6.93K	Mar 31, 26	+162	0.04%
Koshinski Asset Management, Inc.	6.92K	Mar 31, 26	-1.56K	0.04%
YARGER WEALTH STRATEGIES, LLC	6.92K	Mar 31, 26	+9	0.04%
Inspire Advisors, LLC	6.90K	Mar 31, 26	+6.90K	0.04%
Mariner, LLC	6.82K	Mar 31, 26	-58	0.04%
Financial Network Wealth Advisors LLC	6.80K	Mar 31, 26	-143	0.04%
First Heartland Consultants, Inc.	6.69K	Mar 31, 26	-1.82K	0.04%
KMG FIDUCIARY PARTNERS, LLC	6.68K	Mar 31, 26	--	0.04%
Waterloo Capital, L.P.	6.53K	Mar 31, 26	--	0.04%
Compass Ion Advisors, LLC	6.51K	Mar 31, 26	--	0.04%
Private Advisor Group, LLC	6.41K	Mar 31, 26	--	0.04%
AlphaStar Capital Management, LLC	6.35K	Mar 31, 26	-20.88K	0.04%
Phoenix Holdings Ltd.	6.33K	Mar 31, 26	-750	0.04%
Sequoia Financial Advisors, LLC	6.31K	Mar 31, 26	--	0.04%
Garden State Investment Advisory Services LLC	6.30K	Mar 31, 26	-500	0.04%
Straight Path Wealth Management	6.26K	Mar 31, 26	+372	0.03%
Global Assets Advisory, LLC	6.21K	Mar 31, 26	--	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	6.16K	Mar 31, 26	-636	0.03%
Seros Financial, LLC	6.13K	Mar 31, 26	--	0.03%
Sequent Planning LLC	6.12K	Mar 31, 26	-24	0.03%
Apollon Wealth Management, LLC	6.04K	Mar 31, 26	+845	0.03%
Keystone Wealth Services, LLC	6.00K	Mar 31, 26	+6.00K	0.03%
WorthPointe, LLC	5.86K	Mar 31, 26	-18.52K	0.03%
Allworth Financial LP	5.82K	Mar 31, 26	-601.60K	0.03%
Jessup Wealth Management, Inc	5.80K	Mar 31, 26	-500	0.03%
Sigma Planning Corp	5.69K	Mar 31, 26	-2.85K	0.03%
Cypress Wealth Services, LLC	5.53K	Mar 31, 26	+5.53K	0.03%
Savvy Advisors, Inc.	5.42K	Mar 31, 26	-1.40K	0.03%
INTEGRAL INVESTMENT ADVISORS, INC.	5.13K	Mar 31, 26	--	0.03%
Capstone Triton Financial Group, LLC	5.07K	Mar 31, 26	+5.07K	0.03%
GOLDMAN SACHS GROUP INC	4.91K	Mar 31, 26	+4.91K	0.03%
Kingsview Wealth Management, LLC	4.75K	Mar 31, 26	-3.00K	0.03%
AssuredPartners Investment Advisors, LLC	4.63K	Mar 31, 26	--	0.03%
BARCLAYS PLC	4.49K	Mar 31, 26	+4.37K	0.03%
Bernard Wealth Management Corp.	4.23K	Mar 31, 26	-1	0.02%
JPMORGAN CHASE & CO	4.19K	Mar 31, 26	-2.49K	0.02%
Spire Wealth Management	4.19K	Mar 31, 26	--	0.02%
WealthShield Partners, LLC	3.91K	Mar 31, 26	--	0.02%
Glen Eagle Advisors, LLC	3.45K	Mar 31, 26	--	0.02%
ASSETMARK, INC	3.06K	Mar 31, 26	--	0.02%
EverSource Wealth Advisors, LLC	2.59K	Mar 31, 26	--	0.01%
Noble Wealth Management PBC	2.45K	Mar 31, 26	--	0.01%
Wagner Wealth Management, LLC	2.00K	Mar 31, 26	--	0.01%
BROWN BROTHERS HARRIMAN & CO	1.74K	Mar 31, 26	--	0.01%
Stone House Investment Management, LLC	1.62K	Mar 31, 26	--	0.01%
ROYAL BANK OF CANADA	900	Mar 31, 26	-612	0.01%
Ronald Blue Trust, Inc.	761	Mar 31, 26	--	0.00%
Reyes Financial Architecture, Inc.	518	Mar 31, 26	+40	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	500	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	353	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	318	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	316	Mar 31, 26	-260.01K	0.00%
Caitlin John, LLC	179	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	171	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	88	Mar 31, 26	-2.03K	0.00%
Global Wealth Strategies & Associates	60	Mar 31, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-14.34K	--
FLORIDA FINANCIAL ADVISORS, LLC	--	Mar 31, 26	-5.42K	--
CYPRESS FINANCIAL PLANNING LLC	--	Mar 31, 26	-7.67K	--
Michels Family Financial, LLC	--	Mar 31, 26	-4.63K	--
Sentinus, LLC	--	Mar 31, 26	-22.68K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-6.48K	--
Berkshire Money Management, Inc.	--	Mar 31, 26	-7.05K	--
Stirlingshire Investments, Inc.	--	Mar 31, 26	-5.11K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-1.97K	--
HRT FINANCIAL LP	--	Mar 31, 26	-17.23K	--
MITCHELL CAPITAL MANAGEMENT CO	--	Mar 31, 26	-6.50K	--
UBS Group AG	--	Mar 31, 26	-804	--
WEST MICHIGAN ADVISORS, LLC	--	Mar 31, 26	-186.98K	--
Motiv8 Investments LLC	131.47K	Dec 31, 25	-42.42K	0.73%
SageView Advisory Group, LLC	14.93K	Dec 31, 25	+3.69K	0.08%
TUCKER ASSET MANAGEMENT LLC	385	Dec 31, 25	+385	0.00%
Bullseye Investment Management, LLC	78.64K	Sep 30, 25	--	0.44%
Vishria Bird Financial Group, LLC	11.03K	Sep 30, 25	--	0.06%
Stuart Chaussee & Associates, Inc.	610	Sep 30, 25	--	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-136.75K	--
Atria Wealth Solutions, Inc.	27.82K	Jun 30, 25	-28.96K	0.16%
AVANTAX ADVISORY SERVICES, INC.	21.27K	Jun 30, 25	-1.47K	0.12%
Orion Portfolio Solutions, LLC	114.23K	Mar 31, 25	+30.22K	0.64%
Sugarloaf Wealth Management, LLC	24.83K	Dec 31, 24	+3.59K	0.14%
Riggs Capital Management LLC	9.80K	Dec 31, 24	+9.80K	0.05%
Raymond James Financial Services Advisors, Inc.	298.03K	Sep 30, 24	-16.36K	1.66%
RAYMOND JAMES & ASSOCIATES	17.98K	Sep 30, 24	-17.91K	0.10%
VitalStone Financial, LLC	7.29K	Sep 30, 24	+7.29K	0.04%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-75.45K	--
Epic Trust Investment Advisors, LLC	30.20K	Jun 30, 24	--	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.67K	Jun 30, 24	--	0.03%
Strategic Wealth Partners Group LLC	166.63K	Mar 31, 24	-4.54K	0.93%
InterOcean Capital Group, LLC	137.90K	Mar 31, 24	--	0.77%
Cetera Advisor Networks LLC	89.88K	Mar 31, 24	-10.73K	0.50%
Cetera Advisors LLC	74.72K	Mar 31, 24	+11.55K	0.42%
FOCUS FINANCIAL NETWORK INC /ADV	27.79K	Dec 31, 23	+27.79K	0.16%
Steward Financial Group LLC	56.21K	Sep 30, 23	-822	0.31%
BEDEL FINANCIAL CONSULTING INC	41.69K	Sep 30, 23	+41.69K	0.23%
Sutton Wealth Advisors Inc.	3.12K	Sep 30, 23	--	0.02%
V Wealth Advisors LLC	--	Sep 30, 23	-11.92K	--
Financial Architects, Inc	112.04K	Jun 30, 23	-1.90K	0.63%
TRUSTCORE FINANCIAL SERVICES, LLC	76.54K	Dec 31, 22	+76.54K	0.43%
Covington Capital Management	34.99K	Sep 30, 22	-2.00K	0.20%
American Portfolios Advisors	8.85K	Sep 30, 22	+8.85K	0.05%
Strategic Asset Management, LLC	508	Sep 30, 22	+168	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	213.03K	Mar 31, 22	-464	1.19%
NEXT Financial Group, Inc	--	Dec 31, 21	-5.36K	--
Ameritas Investment Company, LLC	10.38K	Sep 30, 21	--	0.06%
OLD MISSION CAPITAL, LLC	32.03K	Dec 31, 20	+32.03K	0.18%
Stearns Financial Services Group	3.83K	Sep 30, 20	+3.83K	0.02%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-53.94K	--
Advisor Group, Inc.	160.70K	Dec 31, 19	+94.35K	0.90%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.34K	Dec 31, 19	+6.48K	0.12%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

1.83M

Mar 31, 26

-79.98K

10.25%

Cerity Partners LLC

1.55M

Mar 31, 26

-30.67K

8.64%

Penserra Capital Management LLC

1.50M

Mar 31, 26

+85.05K

8.39%

Brookstone Capital Management

873.27K

Mar 31, 26

-19.88K

4.88%

COMMONWEALTH EQUITY SERVICES, LLC

735.17K

Mar 31, 26

-46.40K

4.11%

ADVISOR GROUP HOLDINGS, INC.

679.83K

Mar 31, 26

-116.03K

3.80%

ENVESTNET ASSET MANAGEMENT INC

585.70K

Mar 31, 26

+131.18K

3.27%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

474.94K

Mar 31, 26

-357.05K

2.65%

Colony Group, LLC

416.30K

Mar 31, 26

-7.74K

2.32%

RAYMOND JAMES FINANCIAL INC

389.69K

Mar 31, 26

-32.91K

2.18%

LPL Financial LLC

374.21K

Mar 31, 26

-9.83K

2.09%

BLAIR WILLIAM & CO/IL

371.46K

Mar 31, 26

-464

2.07%

Janney Montgomery Scott LLC

280.83K

Mar 31, 26

+10.13K

1.57%

Cetera Investment Advisers

263.89K

Mar 31, 26

-4.97K

1.47%

Kestra Advisory Services, LLC

254.52K

Mar 31, 26

+42.47K

1.42%

CoreCap Advisors, LLC

250.36K

Mar 31, 26

-2.01K

1.40%

HighTower Advisors, LLC

246.22K

Mar 31, 26

-4.66K

1.38%

CWM, LLC

234.31K

Mar 31, 26

-11.28K

1.31%

Brinker Capital Investments, LLC

230.59K

Mar 31, 26

-13.46K

1.29%

US BANCORP \DE\

215.95K

Mar 31, 26

-3.96K

1.21%

Beacon Pointe Advisors, LLC

210.69K

Mar 31, 26

+37.91K

1.18%

CAPTRUST FINANCIAL ADVISORS

191.47K

Mar 31, 26

-7.35K

1.07%

Rockefeller Capital Management L.P.

190.89K

Mar 31, 26

+104.23K

1.07%

AA Financial Advisors, LLC

189.40K

Mar 31, 26

-4.10K

1.06%

FORVIS Wealth Advisors, LLC

162.66K

Mar 31, 26

-20.74K

0.91%

Triad Wealth Partners, LLC

146.58K

Mar 31, 26

+30.66K

0.82%

Talon Private Wealth, LLC

144.19K

Mar 31, 26

+144.19K

0.81%

TRUIST FINANCIAL CORP

143.62K

Mar 31, 26

-9.80K

0.80%

Cresset Asset Management, LLC

134.81K

Mar 31, 26

-3.92K

0.75%

Certified Advisory Corp

132.54K

Mar 31, 26

-5.46K

0.74%

MML INVESTORS SERVICES, LLC

124.18K

Mar 31, 26

-73.04K

0.69%

Signal Advisors Wealth, LLC

116.84K

Mar 31, 26

+23.87K

0.65%

Trek Financial, LLC

113.79K

Mar 31, 26

-1.40K

0.64%

Advisory Services Network, LLC

110.52K

Mar 31, 26

-1.03K

0.62%

Cambridge Investment Research Advisors, Inc.

109.94K

Mar 31, 26

+66

0.61%

MERCER GLOBAL ADVISORS INC /ADV

106.68K

Mar 31, 26

-73.62K

0.60%

WPWealth LLP

99.83K

Mar 31, 26

-12.98K

0.56%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

89.95K

Mar 31, 26

+12.64K

0.50%

Southland Equity Partners LLC

88.71K

Mar 31, 26

-710

0.50%

MAI Capital Management

85.58K

Mar 31, 26

-79.42K

0.48%

Resources Investment Advisors, LLC.

77.91K

Mar 31, 26

-5.38K

0.44%

Wealth Alliance

74.99K

Mar 31, 26

0.42%

FOUNDERS FINANCIAL SECURITIES LLC

74.86K

Mar 31, 26

+11.98K

0.42%

KFG WEALTH MANAGEMENT, LLC

73.28K

Mar 31, 26

-7.47K

0.41%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

72.03K

Mar 31, 26

-5.79K

0.40%

CRA Financial Services, LLC

71.83K

Mar 31, 26

-1.25K

0.40%

CreativeOne Wealth, LLC

68.86K

Mar 31, 26

-10.62K

0.38%

Chris Bulman Inc

68.29K

Mar 31, 26

-535

0.38%

Patriot Financial Group Insurance Agency, LLC

67.86K

Mar 31, 26

+33.34K

0.38%

IFP Advisors, Inc

65.18K

Mar 31, 26

-80

0.36%

Global Strategic Investment Solutions, LLC

63.71K

Mar 31, 26

-6.48K

0.36%

PRINCIPAL SECURITIES, INC.

63.14K

Mar 31, 26

-367

0.35%

Pensionmark Financial Group, LLC

62.25K

Mar 31, 26

+8.47K

0.35%

CENTAURUS FINANCIAL, INC.

61.01K

Mar 31, 26

-417

0.34%

Diligent Investors, LLC

57.72K

Mar 31, 26

0.32%

RED CRANE WEALTH MANAGEMENT, LLC

57.19K

Mar 31, 26

-1.56K

0.32%

Three Seasons Wealth, LLC

56.50K

Mar 31, 26

-3.00K

0.32%

Bellwether Advisors, LLC

55.12K

Mar 31, 26

+9.53K

0.31%

Ausdal Financial Partners, Inc.

55.08K

Mar 31, 26

-2.91K

0.31%

STEPHENS INC /AR/

54.66K

Mar 31, 26

-108.72K

0.31%

NewEdge Advisors, LLC

53.69K

Mar 31, 26

-1.01K

0.30%

Advyzon Investment Management, LLC

51.79K

Mar 31, 26

-7.27K

0.29%

RETIREMENT INCOME SOLUTIONS, INC

45.20K

Mar 31, 26

+9.35K

0.25%

RFG Advisory, LLC

44.52K

Mar 31, 26

-226

0.25%

GILL CAPITAL PARTNERS, LLC

43.02K

Mar 31, 26

-2.43K

0.24%

Atlantic Private Wealth, LLC

42.35K

Mar 31, 26

0.24%

Atria Investments, Inc

42.16K

Mar 31, 26

+1.10K

0.24%

AE Wealth Management LLC

39.98K

Mar 31, 26

-3.25K

0.22%

ARS Wealth Advisors Group, LLC

39.24K

Mar 31, 26

-150

0.22%

Bedel Financial Consulting, Inc.

39.21K

Mar 31, 26

0.22%

Cape Investment Advisory, Inc.

37.45K

Mar 31, 26

-305

0.21%

U.S. Capital Wealth Advisors, LLC

36.28K

Mar 31, 26

-4.37K

0.20%

BCS Wealth Management

35.65K

Mar 31, 26

-35.88K

0.20%

Arkadios Wealth Advisors

35.29K

Mar 31, 26

+6.19K

0.20%

Jacobi Capital Management LLC

34.96K

Mar 31, 26

0.20%

Beacon Financial Advisory LLC

34.51K

Mar 31, 26

0.19%

Farther Finance Advisors, LLC

34.22K

Mar 31, 26

-5.68K

0.19%

SILVER OAK SECURITIES, INCORPORATED

32.95K

Mar 31, 26

0.18%

Tradition Wealth Management, LLC

32.73K

Mar 31, 26

-15.09K

0.18%

GLENMEDE TRUST CO NA

30.07K

Mar 31, 26

+30.07K

0.17%

CORRADO ADVISORS, LLC

29.64K

Mar 31, 26

-1.07K

0.17%

SIGNATUREFD, LLC

27.95K

Mar 31, 26

0.16%

Orion Capital Management LLC

27.36K

Mar 31, 26

-50

0.15%

Foundations Investment Advisors, LLC

27.24K

Mar 31, 26

+429

0.15%

Castle Rock Wealth Management, LLC

27.13K

Mar 31, 26

-311

0.15%

BENJAMIN EDWARDS INC

27.07K

Mar 31, 26

-342

0.15%

INDEPENDENT FINANCIAL GROUP, LLC

27.02K

Mar 31, 26

0.15%

FSA Advisors, Inc.

26.83K

Mar 31, 26

-82

0.15%

WealthPLAN Partners, LLC

26.49K

Mar 31, 26

+1.95K

0.15%

Cornerstone Wealth Group, LLC

25.40K

Mar 31, 26

-23

0.14%

Sugar Maple Asset Management, LLC

25.37K

Mar 31, 26

0.14%

Valmark Advisers, Inc.

25.16K

Mar 31, 26

-1.06K

0.14%

Merit Financial Group, LLC

24.55K

Mar 31, 26

-378

0.14%

WealthPlan Investment Management, LLC

24.47K

Mar 31, 26

+1.06K

0.14%

MGO ONE SEVEN LLC

23.91K

Mar 31, 26

-5.80K

0.13%

Sound View Wealth Advisors Group, LLC

23.63K

Mar 31, 26

-1.26K

0.13%

Vantage Point Financial LLC

23.25K

Mar 31, 26

+7.48K

0.13%

COLDSTREAM CAPITAL MANAGEMENT INC

22.20K

Mar 31, 26

0.12%

Ascent Wealth Partners, LLC

21.64K

Mar 31, 26

-226

0.12%

Pinnacle Wealth Management Group, Inc.

20.93K

Mar 31, 26

-65

0.12%

Berger Financial Group, Inc

20.86K

Mar 31, 26

-684

0.12%

HFG Wealth Management, LLC

20.45K

Mar 31, 26

-443

0.11%

Wood Tarver Financial Group, LLC

20.18K

Mar 31, 26

-115

0.11%

Strategic Blueprint, LLC

20.01K

Mar 31, 26

-158

0.11%

PTM WEALTH MANAGEMENT, LLC

19.47K

Mar 31, 26

-202

0.11%

Focus Financial Network, Inc.

19.06K

Mar 31, 26

-136

0.11%

Outlook Wealth Advisors, LLC

18.74K

Mar 31, 26

-4

0.10%

Continuum Advisory, LLC

18.69K

Mar 31, 26

-6

0.10%

Dakota Wealth Management

18.43K

Mar 31, 26

0.10%

Weaver Consulting Group

17.74K

Mar 31, 26

-1.08K

0.10%

City Center Advisors, LLC

17.32K

Mar 31, 26

+169

0.10%

Encompass More Asset Management

17.31K

Mar 31, 26

-30.73K

0.10%

Krilogy Financial LLC

17.16K

Mar 31, 26

0.10%

Fragasso Group Inc.

16.77K

Mar 31, 26

-424

0.09%

Mutual Advisors, LLC

16.64K

Mar 31, 26

-489

0.09%

Advisory Alpha, LLC

16.10K

Mar 31, 26

0.09%

Nikulski Financial, Inc.

15.70K

Mar 31, 26

0.09%

MMA ASSET MANAGEMENT LLC

15.60K

Mar 31, 26

0.09%

Creative Planning

15.60K

Mar 31, 26

+15.60K

0.09%

Per Stirling Capital Management, LLC.

15.02K

Mar 31, 26

-208

0.08%

CITY HOLDING CO

14.78K

Mar 31, 26

-80

0.08%

Compass Advisory Group LLC

14.71K

Mar 31, 26

-140

0.08%

HARBOUR INVESTMENTS, INC.

14.51K

Mar 31, 26

-4.82K

0.08%

Valtinson Bruner Financial Planning LLC

14.30K

Mar 31, 26

0.08%

BCGM Wealth Management, LLC

13.59K

Mar 31, 26

0.08%

Clay Northam Wealth Management, LLC

13.56K

Mar 31, 26

0.08%

Maridea Wealth Management LLC

13.39K

Mar 31, 26

+284

0.07%

IHT Wealth Management, LLC

13.35K

Mar 31, 26

-2.43K

0.07%

McAdam, LLC

12.96K

Mar 31, 26

0.07%

Concurrent Investment Advisors, LLC

12.65K

Mar 31, 26

+693

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.63K

Mar 31, 26

+12.63K

0.07%

CENTRAL VALLEY ADVISORS, LLC

12.48K

Mar 31, 26

0.07%

AdvisorNet Financial, Inc

12.41K

Mar 31, 26

-4.75K

0.07%

Elmwood Wealth Management, Inc.

12.21K

Mar 31, 26

-59.35K

0.07%

PNC FINANCIAL SERVICES GROUP, INC.

12.18K

Mar 31, 26

0.07%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

11.85K

Mar 31, 26

0.07%

Advisor OS, LLC

11.63K

Mar 31, 26

+11.63K

0.06%

THOROUGHBRED FINANCIAL SERVICES, LLC

11.41K

Mar 31, 26

-2

0.06%

Goldstein Advisors, LLC

11.39K

Mar 31, 26

0.06%

Triumph Capital Management

11.34K

Mar 31, 26

+522

0.06%

Lakeridge Wealth Management LLC

11.27K

Mar 31, 26

0.06%

Blue Sky Capital Consultants Group, Inc.

11.10K

Mar 31, 26

-15

0.06%

LeClair Wealth Partners LLC

11.07K

Mar 31, 26

+11.07K

0.06%

MBL Wealth, LLC

11.05K

Mar 31, 26

+825

0.06%

Navis Wealth Advisors, LLC

11.05K

Mar 31, 26

0.06%

Lineweaver Wealth Advisors, LLC

10.98K

Mar 31, 26

0.06%

Quest 10 Wealth Builders, Inc.

10.85K

Mar 31, 26

-644

0.06%

Galvin, Gaustad & Stein, LLC

10.60K

Mar 31, 26

-1.81K

0.06%

Old Port Advisors

10.09K

Mar 31, 26

0.06%

GWN SECURITIES INC.

10.07K

Mar 31, 26

-370

0.06%

Weaver Capital Management LLC

9.55K

Mar 31, 26

0.05%

Long Island Wealth Management, Inc.

9.53K

Mar 31, 26

0.05%

Crown Wealth Group, LLC

9.33K

Mar 31, 26

+3.45K

0.05%

Capital Analysts, LLC

9.29K

Mar 31, 26

-8.62K

0.05%

FSA Investment Group, LLC

9.21K

Mar 31, 26

+3.99K

0.05%

BIP Wealth, LLC

9.16K

Mar 31, 26

-45

0.05%

Helium Advisors LLC

9.13K

Mar 31, 26

0.05%

ROTHSCHILD INVESTMENT LLC

9.09K

Mar 31, 26

0.05%

Retirement Planning Group

9.01K

Mar 31, 26

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

8.68K

Mar 31, 26

0.05%

Capital Square, LLC

8.64K

Mar 31, 26

-11

0.05%

CERTUITY, LLC

8.53K

Mar 31, 26

0.05%

ATTICUS WEALTH MANAGEMENT, LLC

8.46K

Mar 31, 26

0.05%

Ashton Thomas Private Wealth, LLC

8.41K

Mar 31, 26

+46

0.05%

Atala Financial Inc

8.41K

Mar 31, 26

0.05%

Hidden Cove Wealth Management, LLC

8.35K

Mar 31, 26

+8.35K

0.05%

CITADEL ADVISORS LLC

8.29K

Mar 31, 26

-35.81K

0.05%

XML Financial, LLC

7.99K

Mar 31, 26

0.04%

Steward Partners Investment Advisory, LLC

7.70K

Mar 31, 26

0.04%

Vestment Financial LLC

7.49K

Mar 31, 26

-329

0.04%

Integrated Wealth Concepts LLC

7.39K

Mar 31, 26

+7.39K

0.04%

DHJJ Financial Advisors, Ltd.

7.30K

Mar 31, 26

-249

0.04%

AMERICAN ASSET MANAGEMENT INC.

6.96K

Mar 31, 26

0.04%

SRS Capital Advisors, Inc.

6.93K

Mar 31, 26

+162

0.04%

Koshinski Asset Management, Inc.

6.92K

Mar 31, 26

-1.56K

0.04%

YARGER WEALTH STRATEGIES, LLC

6.92K

Mar 31, 26

0.04%

Inspire Advisors, LLC

6.90K

Mar 31, 26

+6.90K

0.04%

Mariner, LLC

6.82K

Mar 31, 26

-58

0.04%

Financial Network Wealth Advisors LLC

6.80K

Mar 31, 26

-143

0.04%

First Heartland Consultants, Inc.

6.69K

Mar 31, 26

-1.82K

0.04%

KMG FIDUCIARY PARTNERS, LLC

6.68K

Mar 31, 26

0.04%

Waterloo Capital, L.P.

6.53K

Mar 31, 26

0.04%

Compass Ion Advisors, LLC

6.51K

Mar 31, 26

0.04%

Private Advisor Group, LLC

6.41K

Mar 31, 26

0.04%

AlphaStar Capital Management, LLC

6.35K

Mar 31, 26

-20.88K

0.04%

Phoenix Holdings Ltd.

6.33K

Mar 31, 26

-750

0.04%

Sequoia Financial Advisors, LLC

6.31K

Mar 31, 26

0.04%

Garden State Investment Advisory Services LLC

6.30K

Mar 31, 26

-500

0.04%

Straight Path Wealth Management

6.26K

Mar 31, 26

+372

0.03%

Global Assets Advisory, LLC

6.21K

Mar 31, 26

0.03%

SILVERLAKE WEALTH MANAGEMENT LLC

6.16K

Mar 31, 26

-636

0.03%

Seros Financial, LLC

6.13K

Mar 31, 26

0.03%

Sequent Planning LLC

6.12K

Mar 31, 26

-24

0.03%

Apollon Wealth Management, LLC

6.04K

Mar 31, 26

+845

0.03%

Keystone Wealth Services, LLC

6.00K

Mar 31, 26

+6.00K

0.03%

WorthPointe, LLC

5.86K

Mar 31, 26

-18.52K

0.03%

Allworth Financial LP

5.82K

Mar 31, 26

-601.60K

0.03%

Jessup Wealth Management, Inc

5.80K

Mar 31, 26

-500

0.03%

Sigma Planning Corp

5.69K

Mar 31, 26

-2.85K

0.03%

Cypress Wealth Services, LLC

5.53K

Mar 31, 26

+5.53K

0.03%

Savvy Advisors, Inc.

5.42K

Mar 31, 26

-1.40K

0.03%

INTEGRAL INVESTMENT ADVISORS, INC.

5.13K

Mar 31, 26

0.03%

Capstone Triton Financial Group, LLC

5.07K

Mar 31, 26

+5.07K

0.03%

GOLDMAN SACHS GROUP INC

4.91K

Mar 31, 26

+4.91K

0.03%

Kingsview Wealth Management, LLC

4.75K

Mar 31, 26

-3.00K

0.03%

AssuredPartners Investment Advisors, LLC

4.63K

Mar 31, 26

0.03%

BARCLAYS PLC

4.49K

Mar 31, 26

+4.37K

0.03%

Bernard Wealth Management Corp.

4.23K

Mar 31, 26

-1

0.02%

JPMORGAN CHASE & CO

4.19K

Mar 31, 26

-2.49K

0.02%

Spire Wealth Management

4.19K

Mar 31, 26

0.02%

WealthShield Partners, LLC

3.91K

Mar 31, 26

0.02%

Glen Eagle Advisors, LLC

3.45K

Mar 31, 26

0.02%

ASSETMARK, INC

3.06K

Mar 31, 26

0.02%

EverSource Wealth Advisors, LLC

2.59K

Mar 31, 26

0.01%

Noble Wealth Management PBC

2.45K

Mar 31, 26

0.01%

Wagner Wealth Management, LLC

2.00K

Mar 31, 26

0.01%

BROWN BROTHERS HARRIMAN & CO

1.74K

Mar 31, 26

0.01%

Stone House Investment Management, LLC

1.62K

Mar 31, 26

0.01%

ROYAL BANK OF CANADA

900

Mar 31, 26

-612

0.01%

Ronald Blue Trust, Inc.

761

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

518

Mar 31, 26

+40

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

500

Mar 31, 26

0.00%

Clearstead Advisors, LLC

353

Mar 31, 26

0.00%

Anfield Capital Management, LLC

318

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

316

Mar 31, 26

-260.01K

0.00%

Caitlin John, LLC

179

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

171

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

-2.03K

0.00%

Global Wealth Strategies & Associates

Mar 31, 26

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-14.34K

FLORIDA FINANCIAL ADVISORS, LLC

Mar 31, 26

-5.42K

CYPRESS FINANCIAL PLANNING LLC

Mar 31, 26

-7.67K

Michels Family Financial, LLC

Mar 31, 26

-4.63K

Sentinus, LLC

Mar 31, 26

-22.68K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-6.48K

Berkshire Money Management, Inc.

Mar 31, 26

-7.05K

Stirlingshire Investments, Inc.

Mar 31, 26

-5.11K

OPTIMA CAPITAL LLC

Mar 31, 26

-1.97K

HRT FINANCIAL LP

Mar 31, 26

-17.23K

MITCHELL CAPITAL MANAGEMENT CO

Mar 31, 26

-6.50K

UBS Group AG

Mar 31, 26

-804

WEST MICHIGAN ADVISORS, LLC

Mar 31, 26

-186.98K

Motiv8 Investments LLC

131.47K

Dec 31, 25

-42.42K

0.73%

SageView Advisory Group, LLC

14.93K

Dec 31, 25

+3.69K

0.08%

TUCKER ASSET MANAGEMENT LLC

385

Dec 31, 25

+385

0.00%

Bullseye Investment Management, LLC

78.64K

Sep 30, 25

0.44%

Vishria Bird Financial Group, LLC

11.03K

Sep 30, 25

0.06%

Stuart Chaussee & Associates, Inc.

610

Sep 30, 25

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-136.75K

Atria Wealth Solutions, Inc.

27.82K

Jun 30, 25

-28.96K

0.16%

AVANTAX ADVISORY SERVICES, INC.

21.27K

Jun 30, 25

-1.47K

0.12%

Orion Portfolio Solutions, LLC

114.23K

Mar 31, 25

+30.22K

0.64%

Sugarloaf Wealth Management, LLC

24.83K

Dec 31, 24

+3.59K

0.14%

Riggs Capital Management LLC

9.80K

Dec 31, 24

+9.80K

0.05%

Raymond James Financial Services Advisors, Inc.

298.03K

Sep 30, 24

-16.36K

1.66%

RAYMOND JAMES & ASSOCIATES

17.98K

Sep 30, 24

-17.91K

0.10%

VitalStone Financial, LLC

7.29K

Sep 30, 24

+7.29K

0.04%

Pillar Wealth Advisors, LLC

Sep 30, 24

-75.45K

Epic Trust Investment Advisors, LLC

30.20K

Jun 30, 24

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.67K

Jun 30, 24

0.03%

Strategic Wealth Partners Group LLC

166.63K

Mar 31, 24

-4.54K

0.93%

InterOcean Capital Group, LLC

137.90K

Mar 31, 24

0.77%

Cetera Advisor Networks LLC

89.88K

Mar 31, 24

-10.73K

0.50%

Cetera Advisors LLC

74.72K

Mar 31, 24

+11.55K

0.42%

FOCUS FINANCIAL NETWORK INC /ADV

27.79K

Dec 31, 23

+27.79K

0.16%

Steward Financial Group LLC

56.21K

Sep 30, 23

-822

0.31%

BEDEL FINANCIAL CONSULTING INC

41.69K

Sep 30, 23

+41.69K

0.23%

Sutton Wealth Advisors Inc.

3.12K

Sep 30, 23

0.02%

V Wealth Advisors LLC

Sep 30, 23

-11.92K

Financial Architects, Inc

112.04K

Jun 30, 23

-1.90K

0.63%

TRUSTCORE FINANCIAL SERVICES, LLC

76.54K

Dec 31, 22

+76.54K

0.43%

Covington Capital Management

34.99K

Sep 30, 22

-2.00K

0.20%

American Portfolios Advisors

8.85K

Sep 30, 22

+8.85K

0.05%

Strategic Asset Management, LLC

508

Sep 30, 22

+168

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

213.03K

Mar 31, 22

-464

1.19%

NEXT Financial Group, Inc

Dec 31, 21

-5.36K

Ameritas Investment Company, LLC

10.38K

Sep 30, 21

0.06%

OLD MISSION CAPITAL, LLC

32.03K

Dec 31, 20

+32.03K

0.18%

Stearns Financial Services Group

3.83K

Sep 30, 20

+3.83K

0.02%

First Allied Advisory Services, Inc.

Sep 30, 20

-53.94K

Advisor Group, Inc.

160.70K

Dec 31, 19

+94.35K

0.90%

LADENBURG THALMANN FINANCIAL SERVICES INC.

22.34K

Dec 31, 19

+6.48K

0.12%