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

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

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$45.73—

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PSEP(PSEP)

PSEP

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

Institutional Ownership

Top 263 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.23M	Mar 31, 26	-64.31K	17.17%
Penserra Capital Management LLC	1.51M	Mar 31, 26	+85.28K	8.01%
COMMONWEALTH EQUITY SERVICES, LLC	1.03M	Mar 31, 26	-46.76K	5.45%
Lido Advisors, LLC	509.85K	Mar 31, 26	-43.27K	2.71%
ADVISOR GROUP HOLDINGS, INC.	468.46K	Mar 31, 26	-129.76K	2.49%
LPL Financial LLC	384.88K	Mar 31, 26	-15.10K	2.05%
Colony Group, LLC	380.95K	Mar 31, 26	-20.71K	2.03%
Cresset Asset Management, LLC	362.08K	Mar 31, 26	--	1.92%
Kestra Advisory Services, LLC	354.99K	Mar 31, 26	+35.05K	1.89%
RAYMOND JAMES FINANCIAL INC	305.81K	Mar 31, 26	-14.77K	1.63%
HighTower Advisors, LLC	291.97K	Mar 31, 26	-30.86K	1.55%
ENVESTNET ASSET MANAGEMENT INC	273.53K	Mar 31, 26	+64.08K	1.45%
Cetera Investment Advisers	259.25K	Mar 31, 26	-5.63K	1.38%
Creative Planning	238.28K	Mar 31, 26	+233.39K	1.27%
MBL Wealth, LLC	229.34K	Mar 31, 26	+9.87K	1.22%
Beacon Pointe Advisors, LLC	226.04K	Mar 31, 26	+37.82K	1.20%
Bellwether Advisors, LLC	126.37K	Mar 31, 26	-1.91K	0.67%
TRUIST FINANCIAL CORP	125.52K	Mar 31, 26	-1.99K	0.67%
CoreCap Advisors, LLC	118.96K	Mar 31, 26	-1.24K	0.63%
MAI Capital Management	111.46K	Mar 31, 26	-24.01K	0.59%
Brookstone Capital Management	111.28K	Mar 31, 26	-694.47K	0.59%
YARGER WEALTH STRATEGIES, LLC	103.95K	Mar 31, 26	-2.29K	0.55%
Cambridge Investment Research Advisors, Inc.	100.82K	Mar 31, 26	+294	0.54%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	99.74K	Mar 31, 26	-71.82K	0.53%
BLAIR WILLIAM & CO/IL	93.79K	Mar 31, 26	-10.31K	0.50%
Resources Investment Advisors, LLC.	88.28K	Mar 31, 26	-2.10K	0.47%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	80.05K	Mar 31, 26	+1.31K	0.43%
Weaver Capital Management LLC	76.07K	Mar 31, 26	-1.36K	0.40%
KFG WEALTH MANAGEMENT, LLC	75.02K	Mar 31, 26	-1.74K	0.40%
Jacobi Capital Management LLC	72.84K	Mar 31, 26	--	0.39%
Chris Bulman Inc	67.52K	Mar 31, 26	-7.05K	0.36%
Frisch Financial Group, Inc.	65.36K	Mar 31, 26	-19.98K	0.35%
Janney Montgomery Scott LLC	61.49K	Mar 31, 26	-1.21K	0.33%
FORVIS Wealth Advisors, LLC	61.28K	Mar 31, 26	-1.02K	0.33%
CORRADO ADVISORS, LLC	58.28K	Mar 31, 26	-1.19K	0.31%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	53.73K	Mar 31, 26	+28	0.29%
Global Assets Advisory, LLC	53.45K	Mar 31, 26	--	0.28%
MML INVESTORS SERVICES, LLC	52.62K	Mar 31, 26	-16.61K	0.28%
ALTFEST L J & CO INC	51.69K	Mar 31, 26	-95	0.27%
Diligent Investors, LLC	51.52K	Mar 31, 26	-50	0.27%
Patriot Financial Group Insurance Agency, LLC	51.45K	Mar 31, 26	+25.23K	0.27%
BECK CAPITAL MANAGEMENT, LLC	50.94K	Mar 31, 26	-1.38K	0.27%
OLD MISSION CAPITAL LLC	49.42K	Mar 31, 26	+30.12K	0.26%
Valtinson Bruner Financial Planning LLC	49.22K	Mar 31, 26	--	0.26%
Advisory Alpha, LLC	48.53K	Mar 31, 26	+3.56K	0.26%
Pinnacle Wealth Management Group, Inc.	43.06K	Mar 31, 26	-115	0.23%
AE Wealth Management LLC	42.97K	Mar 31, 26	-1.14K	0.23%
Michels Family Financial, LLC	42.70K	Mar 31, 26	-970	0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	41.70K	Mar 31, 26	+41.70K	0.22%
Visionary Wealth Advisors	41.47K	Mar 31, 26	-3.94K	0.22%
CITADEL ADVISORS LLC	39.60K	Mar 31, 26	+15.85K	0.21%
Advisory Services Network, LLC	38.97K	Mar 31, 26	-732	0.21%
Keystone Wealth Services, LLC	38.68K	Mar 31, 26	+38.68K	0.21%
CAPTRUST FINANCIAL ADVISORS	38.32K	Mar 31, 26	-10	0.20%
Garden State Investment Advisory Services LLC	37.73K	Mar 31, 26	-1.82K	0.20%
Cape Investment Advisory, Inc.	36.66K	Mar 31, 26	-550	0.19%
O'Connor Financial Group LLC	36.07K	Mar 31, 26	--	0.19%
Pathway Financial Advisors LLC	34.43K	Mar 31, 26	--	0.18%
MERCER GLOBAL ADVISORS INC /ADV	34.21K	Mar 31, 26	-208	0.18%
BCGM Wealth Management, LLC	33.48K	Mar 31, 26	--	0.18%
Cerity Partners LLC	33.43K	Mar 31, 26	-2.94K	0.18%
Apollon Wealth Management, LLC	33.00K	Mar 31, 26	--	0.18%
Sovran Advisors, LLC	32.86K	Mar 31, 26	--	0.17%
Rockefeller Capital Management L.P.	31.89K	Mar 31, 26	+19.21K	0.17%
Southland Equity Partners LLC	31.61K	Mar 31, 26	--	0.17%
Golden State Equity Partners	30.88K	Mar 31, 26	+30.88K	0.16%
AdvisorNet Financial, Inc	30.14K	Mar 31, 26	-526	0.16%
Camelot Portfolios, LLC	29.99K	Mar 31, 26	-9.27K	0.16%
Continuum Advisory, LLC	27.58K	Mar 31, 26	-8	0.15%
Foundations Investment Advisors, LLC	27.50K	Mar 31, 26	-307	0.15%
Farther Finance Advisors, LLC	26.88K	Mar 31, 26	+64	0.14%
Concurrent Investment Advisors, LLC	26.61K	Mar 31, 26	--	0.14%
Steward Partners Investment Advisory, LLC	26.45K	Mar 31, 26	-26.43K	0.14%
Soltis Investment Advisors LLC	26.05K	Mar 31, 26	-189	0.14%
FSA Advisors, Inc.	25.82K	Mar 31, 26	-925	0.14%
Outlook Wealth Advisors, LLC	25.35K	Mar 31, 26	-193	0.13%
Wealth Alliance	25.29K	Mar 31, 26	--	0.13%
Accredited Investors Inc.	24.50K	Mar 31, 26	--	0.13%
BCS Wealth Management	24.26K	Mar 31, 26	-24.27K	0.13%
Bedel Financial Consulting, Inc.	23.83K	Mar 31, 26	--	0.13%
CreativeOne Wealth, LLC	22.97K	Mar 31, 26	-3.62K	0.12%
Straight Path Wealth Management	21.46K	Mar 31, 26	--	0.11%
Beacon Financial Advisory LLC	19.76K	Mar 31, 26	-645	0.11%
Summit Wealth Partners, LLC	19.38K	Mar 31, 26	-159	0.10%
Weaver Consulting Group	19.31K	Mar 31, 26	--	0.10%
Merit Financial Group, LLC	18.92K	Mar 31, 26	+916	0.10%
Focus Financial Network, Inc.	18.77K	Mar 31, 26	--	0.10%
NewEdge Advisors, LLC	18.36K	Mar 31, 26	--	0.10%
Cornerstone Wealth Group, LLC	16.74K	Mar 31, 26	-102	0.09%
IFP Advisors, Inc	16.67K	Mar 31, 26	-2.95K	0.09%
CRA Financial Services, LLC	16.61K	Mar 31, 26	--	0.09%
CENTAURUS FINANCIAL, INC.	16.56K	Mar 31, 26	--	0.09%
CYPRESS FINANCIAL PLANNING LLC	16.32K	Mar 31, 26	-5.61K	0.09%
BigSur Wealth Management LLC	16.00K	Mar 31, 26	--	0.09%
CHAPMAN FINANCIAL GROUP, LLC	15.34K	Mar 31, 26	-1.06K	0.08%
Quest 10 Wealth Builders, Inc.	15.26K	Mar 31, 26	--	0.08%
Wood Tarver Financial Group, LLC	15.13K	Mar 31, 26	-344	0.08%
MeadowBrook Investment Advisors LLC	15.11K	Mar 31, 26	--	0.08%
Phoenix Holdings Ltd.	14.95K	Mar 31, 26	--	0.08%
Compass Advisory Group LLC	14.79K	Mar 31, 26	-100	0.08%
Three Seasons Wealth, LLC	14.35K	Mar 31, 26	--	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	13.86K	Mar 31, 26	-240	0.07%
HARBOUR INVESTMENTS, INC.	13.34K	Mar 31, 26	-4.36K	0.07%
Valmark Advisers, Inc.	13.19K	Mar 31, 26	-7.51K	0.07%
FIRST MANHATTAN CO. LLC.	12.96K	Mar 31, 26	-1.40K	0.07%
NCM Capital Management, LLC	12.95K	Mar 31, 26	--	0.07%
Cannon Advisors, Inc.	12.79K	Mar 31, 26	-400	0.07%
Allworth Financial LP	12.53K	Mar 31, 26	--	0.07%
Arkadios Wealth Advisors	12.29K	Mar 31, 26	-21.19K	0.07%
IHT Wealth Management, LLC	12.22K	Mar 31, 26	-11.25K	0.06%
RFG Advisory, LLC	11.88K	Mar 31, 26	-170	0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC	11.85K	Mar 31, 26	--	0.06%
Atlantic Private Wealth, LLC	11.59K	Mar 31, 26	--	0.06%
ARS Wealth Advisors Group, LLC	11.56K	Mar 31, 26	-837	0.06%
BENJAMIN EDWARDS INC	11.39K	Mar 31, 26	-69	0.06%
SAGESPRING WEALTH PARTNERS, LLC	11.27K	Mar 31, 26	-4.65K	0.06%
PCA Investment Advisory Services Inc.	11.07K	Mar 31, 26	--	0.06%
Annis Gardner Whiting Capital Advisors, LLC	10.70K	Mar 31, 26	--	0.06%
Belpointe Asset Management LLC	10.28K	Mar 31, 26	-452	0.05%
Sound View Wealth Advisors Group, LLC	10.24K	Mar 31, 26	--	0.05%
LeClair Wealth Partners LLC	10.22K	Mar 31, 26	+10.22K	0.05%
Trek Financial, LLC	10.19K	Mar 31, 26	--	0.05%
Jessup Wealth Management, Inc	10.13K	Mar 31, 26	--	0.05%
NORTHERN TRUST CORP	9.93K	Mar 31, 26	+9.93K	0.05%
U.S. Capital Wealth Advisors, LLC	9.90K	Mar 31, 26	-2.34K	0.05%
MGO ONE SEVEN LLC	9.89K	Mar 31, 26	-50	0.05%
MORGAN STANLEY	9.71K	Mar 31, 26	--	0.05%
Sigma Planning Corp	9.61K	Mar 31, 26	-858	0.05%
Dynamic Advisor Solutions LLC	9.60K	Mar 31, 26	+3.72K	0.05%
AQR CAPITAL MANAGEMENT LLC	9.48K	Mar 31, 26	--	0.05%
RETIREMENT INCOME SOLUTIONS, INC	9.15K	Mar 31, 26	--	0.05%
BROWN WEALTH MANAGEMENT, LLC	8.97K	Mar 31, 26	--	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	8.83K	Mar 31, 26	--	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.80K	Mar 31, 26	--	0.05%
Certified Advisory Corp	8.78K	Mar 31, 26	--	0.05%
BIP Wealth, LLC	8.78K	Mar 31, 26	-79	0.05%
Miracle Mile Advisors, LLC	8.74K	Mar 31, 26	-3.25K	0.05%
Orion Capital Management LLC	8.72K	Mar 31, 26	-425	0.05%
EVERMAY WEALTH MANAGEMENT LLC	8.38K	Mar 31, 26	--	0.04%
Tradition Wealth Management, LLC	8.30K	Mar 31, 26	--	0.04%
RED CRANE WEALTH MANAGEMENT, LLC	8.12K	Mar 31, 26	-979	0.04%
SRS Capital Advisors, Inc.	8.00K	Mar 31, 26	--	0.04%
SIGNATUREFD, LLC	7.54K	Mar 31, 26	--	0.04%
Chicago Partners Investment Group LLC	7.54K	Mar 31, 26	-175	0.04%
Lakeridge Wealth Management LLC	7.46K	Mar 31, 26	-180	0.04%
CITY HOLDING CO	7.26K	Mar 31, 26	-140	0.04%
SILVER OAK SECURITIES, INCORPORATED	7.26K	Mar 31, 26	-1.50K	0.04%
WPWealth LLP	7.02K	Mar 31, 26	-15.37K	0.04%
Triad Wealth Partners, LLC	6.92K	Mar 31, 26	-3.03K	0.04%
RESTON WEALTH MANAGEMENT LLC	6.89K	Mar 31, 26	--	0.04%
Clay Northam Wealth Management, LLC	6.40K	Mar 31, 26	--	0.03%
KMG FIDUCIARY PARTNERS, LLC	6.39K	Mar 31, 26	--	0.03%
Galvin, Gaustad & Stein, LLC	6.32K	Mar 31, 26	-1	0.03%
Seros Financial, LLC	6.30K	Mar 31, 26	--	0.03%
PRINCIPAL SECURITIES, INC.	6.14K	Mar 31, 26	+45	0.03%
Capstone Triton Financial Group, LLC	6.03K	Mar 31, 26	+6.03K	0.03%
Vantage Point Financial LLC	6.02K	Mar 31, 26	--	0.03%
J.W. COLE ADVISORS, INC.	5.94K	Mar 31, 26	--	0.03%
Pine Harbor Wealth Management, LLC	5.83K	Mar 31, 26	--	0.03%
McAdam, LLC	5.77K	Mar 31, 26	--	0.03%
Cardinal Point Capital Management, ULC	5.69K	Mar 31, 26	--	0.03%
Capital Analysts, LLC	5.64K	Mar 31, 26	-1.18K	0.03%
TWO SIGMA SECURITIES, LLC	5.36K	Mar 31, 26	+5.36K	0.03%
Pensionmark Financial Group, LLC	5.30K	Mar 31, 26	--	0.03%
Spire Wealth Management	5.22K	Mar 31, 26	--	0.03%
Mariner, LLC	5.19K	Mar 31, 26	--	0.03%
Castle Rock Wealth Management, LLC	5.18K	Mar 31, 26	--	0.03%
Stratos Wealth Advisors, LLC	5.17K	Mar 31, 26	-50	0.03%
HENGEHOLD CAPITAL MANAGEMENT LLC	5.08K	Mar 31, 26	--	0.03%
WorthPointe, LLC	5.08K	Mar 31, 26	--	0.03%
Lineweaver Wealth Advisors, LLC	5.04K	Mar 31, 26	--	0.03%
WealthShield Partners, LLC	4.99K	Mar 31, 26	+32	0.03%
HRT FINANCIAL LP	4.89K	Mar 31, 26	-2.02K	0.03%
GILL CAPITAL PARTNERS, LLC	4.83K	Mar 31, 26	--	0.03%
Capital Square, LLC	4.76K	Mar 31, 26	-753	0.03%
Lewis Asset Management, LLC	4.66K	Mar 31, 26	--	0.02%
JPMORGAN CHASE & CO	4.37K	Mar 31, 26	+2.74K	0.02%
DHJJ Financial Advisors, Ltd.	4.18K	Mar 31, 26	--	0.02%
Bernard Wealth Management Corp.	3.98K	Mar 31, 26	-3	0.02%
Financial Network Wealth Advisors LLC	3.65K	Mar 31, 26	-10	0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.57K	Mar 31, 26	-200	0.02%
Sunbelt Securities, Inc.	2.69K	Mar 31, 26	-40	0.01%
Wagner Wealth Management, LLC	1.99K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	1.84K	Mar 31, 26	--	0.01%
AMERIFLEX GROUP, INC.	1.71K	Mar 31, 26	--	0.01%
Truvestments Capital LLC	1.68K	Mar 31, 26	--	0.01%
Archer Investment Corp	1.67K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.64K	Mar 31, 26	+1.64K	0.01%
CWM, LLC	1.63K	Mar 31, 26	--	0.01%
AlphaCore Capital LLC	1.50K	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.42K	Mar 31, 26	-21	0.01%
Noble Wealth Management PBC	640	Mar 31, 26	-110	0.00%
BANK OF MONTREAL /CAN/	623	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	566	Mar 31, 26	--	0.00%
BARCLAYS PLC	545	Mar 31, 26	-926	0.00%
PFS Partners, LLC	500	Mar 31, 26	--	0.00%
Trifecta Capital Advisors, LLC	400	Mar 31, 26	--	0.00%
Trust Co	382	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	329	Mar 31, 26	--	0.00%
Integrity Financial Corp /WA	225	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	125	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	28	Mar 31, 26	--	0.00%
Retirement Planning Group	--	Mar 31, 26	-4.58K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-1.07M	--
STEPHENS INC /AR/	--	Mar 31, 26	-20.41K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-9.14K	--
AlphaStar Capital Management, LLC	--	Mar 31, 26	-12.76K	--
Waterloo Capital, L.P.	--	Mar 31, 26	-6.50K	--
Avestar Capital, LLC	--	Mar 31, 26	-13.40K	--
Elevated Capital Advisors, LLC	--	Mar 31, 26	-1.90K	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-1.51K	--
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	--	Mar 31, 26	-9.04K	--
BridgePort Financial Solutions, LLC	--	Mar 31, 26	-4.63K	--
RIVERCHASE WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-10.78K	--
UBS Group AG	--	Mar 31, 26	-578	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-1.30K	--
CALTON & ASSOCIATES, INC.	--	Mar 31, 26	-9.49K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-2.90K	--
Nikulski Financial, Inc.	--	Mar 31, 26	-4.70K	--
WEST MICHIGAN ADVISORS, LLC	--	Mar 31, 26	-13.85K	--
SJS Investment Consulting Inc.	--	Mar 31, 26	-290	--
MITCHELL CAPITAL MANAGEMENT CO	--	Mar 31, 26	-5.50K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-5.98K	--
Joseph Group Capital Management	--	Mar 31, 26	-2.47K	--
Compass Financial Services Inc	--	Mar 31, 26	-2.50K	--
SageView Advisory Group, LLC	220.15K	Dec 31, 25	+43.89K	1.17%
ORG Partners LLC	29.33K	Dec 31, 25	+1.00K	0.16%
Main Street Financial Solutions, LLC	6.34K	Dec 31, 25	-46	0.03%
Schulz Wealth, LTD.	5.62K	Dec 31, 25	--	0.03%
Stuart Chaussee & Associates, Inc.	588.59K	Sep 30, 25	-26.31K	3.13%
SMITH SHELLNUT WILSON LLC /ADV	7.00K	Sep 30, 25	--	0.04%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-8.55K	--
AVANTAX ADVISORY SERVICES, INC.	49.47K	Jun 30, 25	+73	0.26%
Atria Wealth Solutions, Inc.	33.42K	Jun 30, 25	-6.77K	0.18%
Sugarloaf Wealth Management, LLC	27.76K	Dec 31, 24	-215	0.15%
Riggs Capital Management LLC	9.93K	Dec 31, 24	+9.93K	0.05%
Raymond James Financial Services Advisors, Inc.	1.03M	Sep 30, 24	+655.85K	5.49%
RAYMOND JAMES & ASSOCIATES	35.86K	Sep 30, 24	+27.99K	0.19%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-61.77K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	12.20K	Jun 30, 24	--	0.06%
Strategic Wealth Partners Group LLC	219.83K	Mar 31, 24	-11.93K	1.17%
Cetera Advisor Networks LLC	134.37K	Mar 31, 24	-5.65K	0.71%
InterOcean Capital Group, LLC	72.70K	Mar 31, 24	-4.50K	0.39%
Cetera Advisors LLC	62.53K	Mar 31, 24	-25.03K	0.33%
FOCUS FINANCIAL NETWORK INC /ADV	19.03K	Dec 31, 23	+19.03K	0.10%
Steward Financial Group LLC	109.93K	Sep 30, 23	-27.25K	0.58%
BEDEL FINANCIAL CONSULTING INC	24.90K	Sep 30, 23	+24.90K	0.13%
Truadvice, LLC	12.92K	Sep 30, 23	-37	0.07%
Sutton Wealth Advisors Inc.	2.84K	Sep 30, 23	+306	0.02%
Financial Architects, Inc	32.08K	Jun 30, 23	-1.10K	0.17%
TRUSTCORE FINANCIAL SERVICES, LLC	32.23K	Dec 31, 22	--	0.17%
American Portfolios Advisors	13.67K	Sep 30, 22	+10.97K	0.07%
Covington Capital Management	7.61K	Sep 30, 22	-14.73K	0.04%
Strategic Asset Management, LLC	15	Sep 30, 22	+15	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	39.97K	Mar 31, 22	-7.46K	0.21%
Carroll Financial Associates, Inc.	14.32K	Dec 31, 21	--	0.08%
NEXT Financial Group, Inc	9.87K	Dec 31, 21	+6.13K	0.05%
Hochman Cole Investment Advisors, Inc.	107.83K	Sep 30, 21	+107.83K	0.57%
OLD MISSION CAPITAL, LLC	7.18K	Dec 31, 20	+7.18K	0.04%
Stearns Financial Services Group	238.44K	Sep 30, 20	+47.72K	1.27%
Advisor Group, Inc.	8.56K	Dec 31, 19	-647	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.30K	Dec 31, 19	+250	0.02%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	47.88K	Sep 30, 19	+47.88K	0.25%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.23M

Mar 31, 26

-64.31K

17.17%

Penserra Capital Management LLC

1.51M

Mar 31, 26

+85.28K

8.01%

COMMONWEALTH EQUITY SERVICES, LLC

1.03M

Mar 31, 26

-46.76K

5.45%

Lido Advisors, LLC

509.85K

Mar 31, 26

-43.27K

2.71%

ADVISOR GROUP HOLDINGS, INC.

468.46K

Mar 31, 26

-129.76K

2.49%

LPL Financial LLC

384.88K

Mar 31, 26

-15.10K

2.05%

Colony Group, LLC

380.95K

Mar 31, 26

-20.71K

2.03%

Cresset Asset Management, LLC

362.08K

Mar 31, 26

1.92%

Kestra Advisory Services, LLC

354.99K

Mar 31, 26

+35.05K

1.89%

RAYMOND JAMES FINANCIAL INC

305.81K

Mar 31, 26

-14.77K

1.63%

HighTower Advisors, LLC

291.97K

Mar 31, 26

-30.86K

1.55%

ENVESTNET ASSET MANAGEMENT INC

273.53K

Mar 31, 26

+64.08K

1.45%

Cetera Investment Advisers

259.25K

Mar 31, 26

-5.63K

1.38%

Creative Planning

238.28K

Mar 31, 26

+233.39K

1.27%

MBL Wealth, LLC

229.34K

Mar 31, 26

+9.87K

1.22%

Beacon Pointe Advisors, LLC

226.04K

Mar 31, 26

+37.82K

1.20%

Bellwether Advisors, LLC

126.37K

Mar 31, 26

-1.91K

0.67%

TRUIST FINANCIAL CORP

125.52K

Mar 31, 26

-1.99K

0.67%

CoreCap Advisors, LLC

118.96K

Mar 31, 26

-1.24K

0.63%

MAI Capital Management

111.46K

Mar 31, 26

-24.01K

0.59%

Brookstone Capital Management

111.28K

Mar 31, 26

-694.47K

0.59%

YARGER WEALTH STRATEGIES, LLC

103.95K

Mar 31, 26

-2.29K

0.55%

Cambridge Investment Research Advisors, Inc.

100.82K

Mar 31, 26

+294

0.54%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

99.74K

Mar 31, 26

-71.82K

0.53%

BLAIR WILLIAM & CO/IL

93.79K

Mar 31, 26

-10.31K

0.50%

Resources Investment Advisors, LLC.

88.28K

Mar 31, 26

-2.10K

0.47%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

80.05K

Mar 31, 26

+1.31K

0.43%

Weaver Capital Management LLC

76.07K

Mar 31, 26

-1.36K

0.40%

KFG WEALTH MANAGEMENT, LLC

75.02K

Mar 31, 26

-1.74K

0.40%

Jacobi Capital Management LLC

72.84K

Mar 31, 26

0.39%

Chris Bulman Inc

67.52K

Mar 31, 26

-7.05K

0.36%

Frisch Financial Group, Inc.

65.36K

Mar 31, 26

-19.98K

0.35%

Janney Montgomery Scott LLC

61.49K

Mar 31, 26

-1.21K

0.33%

FORVIS Wealth Advisors, LLC

61.28K

Mar 31, 26

-1.02K

0.33%

CORRADO ADVISORS, LLC

58.28K

Mar 31, 26

-1.19K

0.31%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

53.73K

Mar 31, 26

+28

0.29%

Global Assets Advisory, LLC

53.45K

Mar 31, 26

0.28%

MML INVESTORS SERVICES, LLC

52.62K

Mar 31, 26

-16.61K

0.28%

ALTFEST L J & CO INC

51.69K

Mar 31, 26

-95

0.27%

Diligent Investors, LLC

51.52K

Mar 31, 26

-50

0.27%

Patriot Financial Group Insurance Agency, LLC

51.45K

Mar 31, 26

+25.23K

0.27%

BECK CAPITAL MANAGEMENT, LLC

50.94K

Mar 31, 26

-1.38K

0.27%

OLD MISSION CAPITAL LLC

49.42K

Mar 31, 26

+30.12K

0.26%

Valtinson Bruner Financial Planning LLC

49.22K

Mar 31, 26

0.26%

Advisory Alpha, LLC

48.53K

Mar 31, 26

+3.56K

0.26%

Pinnacle Wealth Management Group, Inc.

43.06K

Mar 31, 26

-115

0.23%

AE Wealth Management LLC

42.97K

Mar 31, 26

-1.14K

0.23%

Michels Family Financial, LLC

42.70K

Mar 31, 26

-970

0.23%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

41.70K

Mar 31, 26

+41.70K

0.22%

Visionary Wealth Advisors

41.47K

Mar 31, 26

-3.94K

0.22%

CITADEL ADVISORS LLC

39.60K

Mar 31, 26

+15.85K

0.21%

Advisory Services Network, LLC

38.97K

Mar 31, 26

-732

0.21%

Keystone Wealth Services, LLC

38.68K

Mar 31, 26

+38.68K

0.21%

CAPTRUST FINANCIAL ADVISORS

38.32K

Mar 31, 26

-10

0.20%

Garden State Investment Advisory Services LLC

37.73K

Mar 31, 26

-1.82K

0.20%

Cape Investment Advisory, Inc.

36.66K

Mar 31, 26

-550

0.19%

O'Connor Financial Group LLC

36.07K

Mar 31, 26

0.19%

Pathway Financial Advisors LLC

34.43K

Mar 31, 26

0.18%

MERCER GLOBAL ADVISORS INC /ADV

34.21K

Mar 31, 26

-208

0.18%

BCGM Wealth Management, LLC

33.48K

Mar 31, 26

0.18%

Cerity Partners LLC

33.43K

Mar 31, 26

-2.94K

0.18%

Apollon Wealth Management, LLC

33.00K

Mar 31, 26

0.18%

Sovran Advisors, LLC

32.86K

Mar 31, 26

0.17%

Rockefeller Capital Management L.P.

31.89K

Mar 31, 26

+19.21K

0.17%

Southland Equity Partners LLC

31.61K

Mar 31, 26

0.17%

Golden State Equity Partners

30.88K

Mar 31, 26

+30.88K

0.16%

AdvisorNet Financial, Inc

30.14K

Mar 31, 26

-526

0.16%

Camelot Portfolios, LLC

29.99K

Mar 31, 26

-9.27K

0.16%

Continuum Advisory, LLC

27.58K

Mar 31, 26

-8

0.15%

Foundations Investment Advisors, LLC

27.50K

Mar 31, 26

-307

0.15%

Farther Finance Advisors, LLC

26.88K

Mar 31, 26

+64

0.14%

Concurrent Investment Advisors, LLC

26.61K

Mar 31, 26

0.14%

Steward Partners Investment Advisory, LLC

26.45K

Mar 31, 26

-26.43K

0.14%

Soltis Investment Advisors LLC

26.05K

Mar 31, 26

-189

0.14%

FSA Advisors, Inc.

25.82K

Mar 31, 26

-925

0.14%

Outlook Wealth Advisors, LLC

25.35K

Mar 31, 26

-193

0.13%

Wealth Alliance

25.29K

Mar 31, 26

0.13%

Accredited Investors Inc.

24.50K

Mar 31, 26

0.13%

BCS Wealth Management

24.26K

Mar 31, 26

-24.27K

0.13%

Bedel Financial Consulting, Inc.

23.83K

Mar 31, 26

0.13%

CreativeOne Wealth, LLC

22.97K

Mar 31, 26

-3.62K

0.12%

Straight Path Wealth Management

21.46K

Mar 31, 26

0.11%

Beacon Financial Advisory LLC

19.76K

Mar 31, 26

-645

0.11%

Summit Wealth Partners, LLC

19.38K

Mar 31, 26

-159

0.10%

Weaver Consulting Group

19.31K

Mar 31, 26

0.10%

Merit Financial Group, LLC

18.92K

Mar 31, 26

+916

0.10%

Focus Financial Network, Inc.

18.77K

Mar 31, 26

0.10%

NewEdge Advisors, LLC

18.36K

Mar 31, 26

0.10%

Cornerstone Wealth Group, LLC

16.74K

Mar 31, 26

-102

0.09%

IFP Advisors, Inc

16.67K

Mar 31, 26

-2.95K

0.09%

CRA Financial Services, LLC

16.61K

Mar 31, 26

0.09%

CENTAURUS FINANCIAL, INC.

16.56K

Mar 31, 26

0.09%

CYPRESS FINANCIAL PLANNING LLC

16.32K

Mar 31, 26

-5.61K

0.09%

BigSur Wealth Management LLC

16.00K

Mar 31, 26

0.09%

CHAPMAN FINANCIAL GROUP, LLC

15.34K

Mar 31, 26

-1.06K

0.08%

Quest 10 Wealth Builders, Inc.

15.26K

Mar 31, 26

0.08%

Wood Tarver Financial Group, LLC

15.13K

Mar 31, 26

-344

0.08%

MeadowBrook Investment Advisors LLC

15.11K

Mar 31, 26

0.08%

Phoenix Holdings Ltd.

14.95K

Mar 31, 26

0.08%

Compass Advisory Group LLC

14.79K

Mar 31, 26

-100

0.08%

Three Seasons Wealth, LLC

14.35K

Mar 31, 26

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

13.86K

Mar 31, 26

-240

0.07%

HARBOUR INVESTMENTS, INC.

13.34K

Mar 31, 26

-4.36K

0.07%

Valmark Advisers, Inc.

13.19K

Mar 31, 26

-7.51K

0.07%

FIRST MANHATTAN CO. LLC.

12.96K

Mar 31, 26

-1.40K

0.07%

NCM Capital Management, LLC

12.95K

Mar 31, 26

0.07%

Cannon Advisors, Inc.

12.79K

Mar 31, 26

-400

0.07%

Allworth Financial LP

12.53K

Mar 31, 26

0.07%

Arkadios Wealth Advisors

12.29K

Mar 31, 26

-21.19K

0.07%

IHT Wealth Management, LLC

12.22K

Mar 31, 26

-11.25K

0.06%

RFG Advisory, LLC

11.88K

Mar 31, 26

-170

0.06%

THOROUGHBRED FINANCIAL SERVICES, LLC

11.85K

Mar 31, 26

0.06%

Atlantic Private Wealth, LLC

11.59K

Mar 31, 26

0.06%

ARS Wealth Advisors Group, LLC

11.56K

Mar 31, 26

-837

0.06%

BENJAMIN EDWARDS INC

11.39K

Mar 31, 26

-69

0.06%

SAGESPRING WEALTH PARTNERS, LLC

11.27K

Mar 31, 26

-4.65K

0.06%

PCA Investment Advisory Services Inc.

11.07K

Mar 31, 26

0.06%

Annis Gardner Whiting Capital Advisors, LLC

10.70K

Mar 31, 26

0.06%

Belpointe Asset Management LLC

10.28K

Mar 31, 26

-452

0.05%

Sound View Wealth Advisors Group, LLC

10.24K

Mar 31, 26

0.05%

LeClair Wealth Partners LLC

10.22K

Mar 31, 26

+10.22K

0.05%

Trek Financial, LLC

10.19K

Mar 31, 26

0.05%

Jessup Wealth Management, Inc

10.13K

Mar 31, 26

0.05%

NORTHERN TRUST CORP

9.93K

Mar 31, 26

+9.93K

0.05%

U.S. Capital Wealth Advisors, LLC

9.90K

Mar 31, 26

-2.34K

0.05%

MGO ONE SEVEN LLC

9.89K

Mar 31, 26

-50

0.05%

MORGAN STANLEY

9.71K

Mar 31, 26

0.05%

Sigma Planning Corp

9.61K

Mar 31, 26

-858

0.05%

Dynamic Advisor Solutions LLC

9.60K

Mar 31, 26

+3.72K

0.05%

AQR CAPITAL MANAGEMENT LLC

9.48K

Mar 31, 26

0.05%

RETIREMENT INCOME SOLUTIONS, INC

9.15K

Mar 31, 26

0.05%

BROWN WEALTH MANAGEMENT, LLC

8.97K

Mar 31, 26

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

8.83K

Mar 31, 26

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.80K

Mar 31, 26

0.05%

Certified Advisory Corp

8.78K

Mar 31, 26

0.05%

BIP Wealth, LLC

8.78K

Mar 31, 26

-79

0.05%

Miracle Mile Advisors, LLC

8.74K

Mar 31, 26

-3.25K

0.05%

Orion Capital Management LLC

8.72K

Mar 31, 26

-425

0.05%

EVERMAY WEALTH MANAGEMENT LLC

8.38K

Mar 31, 26

0.04%

Tradition Wealth Management, LLC

8.30K

Mar 31, 26

0.04%

RED CRANE WEALTH MANAGEMENT, LLC

8.12K

Mar 31, 26

-979

0.04%

SRS Capital Advisors, Inc.

8.00K

Mar 31, 26

0.04%

SIGNATUREFD, LLC

7.54K

Mar 31, 26

0.04%

Chicago Partners Investment Group LLC

7.54K

Mar 31, 26

-175

0.04%

Lakeridge Wealth Management LLC

7.46K

Mar 31, 26

-180

0.04%

CITY HOLDING CO

7.26K

Mar 31, 26

-140

0.04%

SILVER OAK SECURITIES, INCORPORATED

7.26K

Mar 31, 26

-1.50K

0.04%

WPWealth LLP

7.02K

Mar 31, 26

-15.37K

0.04%

Triad Wealth Partners, LLC

6.92K

Mar 31, 26

-3.03K

0.04%

RESTON WEALTH MANAGEMENT LLC

6.89K

Mar 31, 26

0.04%

Clay Northam Wealth Management, LLC

6.40K

Mar 31, 26

0.03%

KMG FIDUCIARY PARTNERS, LLC

6.39K

Mar 31, 26

0.03%

Galvin, Gaustad & Stein, LLC

6.32K

Mar 31, 26

-1

0.03%

Seros Financial, LLC

6.30K

Mar 31, 26

0.03%

PRINCIPAL SECURITIES, INC.

6.14K

Mar 31, 26

+45

0.03%

Capstone Triton Financial Group, LLC

6.03K

Mar 31, 26

+6.03K

0.03%

Vantage Point Financial LLC

6.02K

Mar 31, 26

0.03%

J.W. COLE ADVISORS, INC.

5.94K

Mar 31, 26

0.03%

Pine Harbor Wealth Management, LLC

5.83K

Mar 31, 26

0.03%

McAdam, LLC

5.77K

Mar 31, 26

0.03%

Cardinal Point Capital Management, ULC

5.69K

Mar 31, 26

0.03%

Capital Analysts, LLC

5.64K

Mar 31, 26

-1.18K

0.03%

TWO SIGMA SECURITIES, LLC

5.36K

Mar 31, 26

+5.36K

0.03%

Pensionmark Financial Group, LLC

5.30K

Mar 31, 26

0.03%

Spire Wealth Management

5.22K

Mar 31, 26

0.03%

Mariner, LLC

5.19K

Mar 31, 26

0.03%

Castle Rock Wealth Management, LLC

5.18K

Mar 31, 26

0.03%

Stratos Wealth Advisors, LLC

5.17K

Mar 31, 26

-50

0.03%

HENGEHOLD CAPITAL MANAGEMENT LLC

5.08K

Mar 31, 26

0.03%

WorthPointe, LLC

5.08K

Mar 31, 26

0.03%

Lineweaver Wealth Advisors, LLC

5.04K

Mar 31, 26

0.03%

WealthShield Partners, LLC

4.99K

Mar 31, 26

+32

0.03%

HRT FINANCIAL LP

4.89K

Mar 31, 26

-2.02K

0.03%

GILL CAPITAL PARTNERS, LLC

4.83K

Mar 31, 26

0.03%

Capital Square, LLC

4.76K

Mar 31, 26

-753

0.03%

Lewis Asset Management, LLC

4.66K

Mar 31, 26

0.02%

JPMORGAN CHASE & CO

4.37K

Mar 31, 26

+2.74K

0.02%

DHJJ Financial Advisors, Ltd.

4.18K

Mar 31, 26

0.02%

Bernard Wealth Management Corp.

3.98K

Mar 31, 26

-3

0.02%

Financial Network Wealth Advisors LLC

3.65K

Mar 31, 26

-10

0.02%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.57K

Mar 31, 26

-200

0.02%

Sunbelt Securities, Inc.

2.69K

Mar 31, 26

-40

0.01%

Wagner Wealth Management, LLC

1.99K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

1.84K

Mar 31, 26

0.01%

AMERIFLEX GROUP, INC.

1.71K

Mar 31, 26

0.01%

Truvestments Capital LLC

1.68K

Mar 31, 26

0.01%

Archer Investment Corp

1.67K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.64K

Mar 31, 26

+1.64K

0.01%

CWM, LLC

1.63K

Mar 31, 26

0.01%

AlphaCore Capital LLC

1.50K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

1.42K

Mar 31, 26

-21

0.01%

Noble Wealth Management PBC

640

Mar 31, 26

-110

0.00%

BANK OF MONTREAL /CAN/

623

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

566

Mar 31, 26

0.00%

BARCLAYS PLC

545

Mar 31, 26

-926

0.00%

PFS Partners, LLC

500

Mar 31, 26

0.00%

Trifecta Capital Advisors, LLC

400

Mar 31, 26

0.00%

Trust Co

382

Mar 31, 26

0.00%

Anfield Capital Management, LLC

329

Mar 31, 26

0.00%

Integrity Financial Corp /WA

225

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

125

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Retirement Planning Group

Mar 31, 26

-4.58K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-1.07M

STEPHENS INC /AR/

Mar 31, 26

-20.41K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-9.14K

AlphaStar Capital Management, LLC

Mar 31, 26

-12.76K

Waterloo Capital, L.P.

Mar 31, 26

-6.50K

Avestar Capital, LLC

Mar 31, 26

-13.40K

Elevated Capital Advisors, LLC

Mar 31, 26

-1.90K

WELLS FARGO & COMPANY/MN

Mar 31, 26

-1.51K

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Mar 31, 26

-9.04K

BridgePort Financial Solutions, LLC

Mar 31, 26

-4.63K

RIVERCHASE WEALTH MANAGEMENT, LLC

Mar 31, 26

-10.78K

UBS Group AG

Mar 31, 26

-578

BANK OF AMERICA CORP /DE/

Mar 31, 26

-1.30K

CALTON & ASSOCIATES, INC.

Mar 31, 26

-9.49K

OPTIMA CAPITAL LLC

Mar 31, 26

-2.90K

Nikulski Financial, Inc.

Mar 31, 26

-4.70K

WEST MICHIGAN ADVISORS, LLC

Mar 31, 26

-13.85K

SJS Investment Consulting Inc.

Mar 31, 26

-290

MITCHELL CAPITAL MANAGEMENT CO

Mar 31, 26

-5.50K

Clear Point Advisors Inc.

Mar 31, 26

-5.98K

Joseph Group Capital Management

Mar 31, 26

-2.47K

Compass Financial Services Inc

Mar 31, 26

-2.50K

SageView Advisory Group, LLC

220.15K

Dec 31, 25

+43.89K

1.17%

ORG Partners LLC

29.33K

Dec 31, 25

+1.00K

0.16%

Main Street Financial Solutions, LLC

6.34K

Dec 31, 25

-46

0.03%

Schulz Wealth, LTD.

5.62K

Dec 31, 25

0.03%

Stuart Chaussee & Associates, Inc.

588.59K

Sep 30, 25

-26.31K

3.13%

SMITH SHELLNUT WILSON LLC /ADV

7.00K

Sep 30, 25

0.04%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-8.55K

AVANTAX ADVISORY SERVICES, INC.

49.47K

Jun 30, 25

+73

0.26%

Atria Wealth Solutions, Inc.

33.42K

Jun 30, 25

-6.77K

0.18%

Sugarloaf Wealth Management, LLC

27.76K

Dec 31, 24

-215

0.15%

Riggs Capital Management LLC

9.93K

Dec 31, 24

+9.93K

0.05%

Raymond James Financial Services Advisors, Inc.

1.03M

Sep 30, 24

+655.85K

5.49%

RAYMOND JAMES & ASSOCIATES

35.86K

Sep 30, 24

+27.99K

0.19%

Pillar Wealth Advisors, LLC

Sep 30, 24

-61.77K

BENJAMIN F. EDWARDS & COMPANY, INC.

12.20K

Jun 30, 24

0.06%

Strategic Wealth Partners Group LLC

219.83K

Mar 31, 24

-11.93K

1.17%

Cetera Advisor Networks LLC

134.37K

Mar 31, 24

-5.65K

0.71%

InterOcean Capital Group, LLC

72.70K

Mar 31, 24

-4.50K

0.39%

Cetera Advisors LLC

62.53K

Mar 31, 24

-25.03K

0.33%

FOCUS FINANCIAL NETWORK INC /ADV

19.03K

Dec 31, 23

+19.03K

0.10%

Steward Financial Group LLC

109.93K

Sep 30, 23

-27.25K

0.58%

BEDEL FINANCIAL CONSULTING INC

24.90K

Sep 30, 23

+24.90K

0.13%

Truadvice, LLC

12.92K

Sep 30, 23

-37

0.07%

Sutton Wealth Advisors Inc.

2.84K

Sep 30, 23

+306

0.02%

Financial Architects, Inc

32.08K

Jun 30, 23

-1.10K

0.17%

TRUSTCORE FINANCIAL SERVICES, LLC

32.23K

Dec 31, 22

0.17%

American Portfolios Advisors

13.67K

Sep 30, 22

+10.97K

0.07%

Covington Capital Management

7.61K

Sep 30, 22

-14.73K

0.04%

Strategic Asset Management, LLC

Sep 30, 22

+15

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

39.97K

Mar 31, 22

-7.46K

0.21%

Carroll Financial Associates, Inc.

14.32K

Dec 31, 21

0.08%

NEXT Financial Group, Inc

9.87K

Dec 31, 21

+6.13K

0.05%

Hochman Cole Investment Advisors, Inc.

107.83K

Sep 30, 21

+107.83K

0.57%

OLD MISSION CAPITAL, LLC

7.18K

Dec 31, 20

+7.18K

0.04%

Stearns Financial Services Group

238.44K

Sep 30, 20

+47.72K

1.27%

Advisor Group, Inc.

8.56K

Dec 31, 19

-647

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.30K

Dec 31, 19

+250

0.02%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

47.88K

Sep 30, 19

+47.88K

0.25%