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

$46.77—

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

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$46.77—

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PSEP(PSEP)

PSEP

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

Institutional Ownership

Top 254 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	3.17M	Jun 30, 26	-63.23K	17.31%
Penserra Capital Management LLC	1.59M	Jun 30, 26	+84.69K	8.70%
COMMONWEALTH EQUITY SERVICES, LLC	867.48K	Jun 30, 26	-158.03K	4.74%
ADVISOR GROUP HOLDINGS, INC.	512.16K	Jun 30, 26	+43.70K	2.80%
Lido Advisors, LLC	507.49K	Jun 30, 26	-2.36K	2.77%
LPL Financial LLC	385.45K	Jun 30, 26	+567	2.11%
Colony Group, LLC	367.87K	Jun 30, 26	-13.08K	2.01%
Cresset Asset Management, LLC	337.84K	Jun 30, 26	-24.24K	1.85%
Kestra Advisory Services, LLC	301.26K	Jun 30, 26	-53.73K	1.65%
HighTower Advisors, LLC	278.24K	Jun 30, 26	-13.73K	1.52%
RAYMOND JAMES FINANCIAL INC	268.88K	Jun 30, 26	-36.94K	1.47%
ENVESTNET ASSET MANAGEMENT INC	251.30K	Jun 30, 26	-22.23K	1.37%
Creative Planning	228.40K	Jun 30, 26	-9.88K	1.25%
MBL Wealth, LLC	225.90K	Jun 30, 26	-3.45K	1.23%
SageView Advisory Group, LLC	223.85K	Jun 30, 26	-9.93K	1.22%
Cetera Investment Advisers	215.44K	Jun 30, 26	-43.82K	1.18%
Bellwether Advisors, LLC	126.37K	Jun 30, 26	--	0.69%
TRUIST FINANCIAL CORP	125.03K	Jun 30, 26	-490	0.68%
CoreCap Advisors, LLC	116.46K	Jun 30, 26	-2.50K	0.64%
Brookstone Capital Management	104.54K	Jun 30, 26	-6.74K	0.57%
OLD MISSION CAPITAL LLC	104.47K	Jun 30, 26	+55.05K	0.57%
YARGER WEALTH STRATEGIES, LLC	102.59K	Jun 30, 26	-1.36K	0.56%
Cambridge Investment Research Advisors, Inc.	99.47K	Jun 30, 26	-1.35K	0.54%
BLAIR WILLIAM & CO/IL	90.37K	Jun 30, 26	-3.42K	0.49%
MAI Capital Management	86.82K	Jun 30, 26	-24.64K	0.47%
Resources Investment Advisors, LLC.	83.84K	Jun 30, 26	-4.44K	0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	82.12K	Jun 30, 26	+40.41K	0.45%
Weaver Capital Management LLC	76.07K	Jun 30, 26	--	0.42%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	75.66K	Jun 30, 26	-4.40K	0.41%
Jacobi Capital Management LLC	72.84K	Jun 30, 26	--	0.40%
KFG WEALTH MANAGEMENT, LLC	70.65K	Jun 30, 26	-4.37K	0.39%
CITADEL ADVISORS LLC	68.14K	Jun 30, 26	+28.53K	0.37%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	66.10K	Jun 30, 26	-33.64K	0.36%
Chris Bulman Inc	64.50K	Jun 30, 26	-3.02K	0.35%
Janney Montgomery Scott LLC	63.83K	Jun 30, 26	+2.34K	0.35%
FORVIS Wealth Advisors, LLC	59.85K	Jun 30, 26	-1.43K	0.33%
MML INVESTORS SERVICES, LLC	59.79K	Jun 30, 26	+7.17K	0.33%
CORRADO ADVISORS, LLC	56.95K	Jun 30, 26	-1.33K	0.31%
Advisory Alpha, LLC	53.27K	Jun 30, 26	+4.75K	0.29%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	53.17K	Jun 30, 26	-555	0.29%
Global Assets Advisory, LLC	52.25K	Jun 30, 26	-1.20K	0.29%
ALTFEST L J & CO INC	51.69K	Jun 30, 26	--	0.28%
BECK CAPITAL MANAGEMENT, LLC	50.97K	Jun 30, 26	+28	0.28%
Diligent Investors, LLC	50.52K	Jun 30, 26	-1.00K	0.28%
Valtinson Bruner Financial Planning LLC	48.35K	Jun 30, 26	-871	0.26%
Frisch Financial Group, Inc.	46.06K	Jun 30, 26	-19.29K	0.25%
Pinnacle Wealth Management Group, Inc.	43.06K	Jun 30, 26	-5	0.24%
Michels Family Financial, LLC	42.44K	Jun 30, 26	-257	0.23%
AE Wealth Management LLC	41.80K	Jun 30, 26	-1.17K	0.23%
Visionary Wealth Advisors	40.87K	Jun 30, 26	-602	0.22%
Advisory Services Network, LLC	38.97K	Jun 30, 26	--	0.21%
CAPTRUST FINANCIAL ADVISORS	38.31K	Jun 30, 26	-6	0.21%
BigSur Wealth Management LLC	38.00K	Jun 30, 26	+22.00K	0.21%
Cape Investment Advisory, Inc.	37.16K	Jun 30, 26	+500	0.20%
Garden State Investment Advisory Services LLC	36.86K	Jun 30, 26	-864	0.20%
Keystone Wealth Services, LLC	35.83K	Jun 30, 26	-2.85K	0.20%
Pathway Financial Advisors LLC	34.43K	Jun 30, 26	--	0.19%
MERCER GLOBAL ADVISORS INC /ADV	34.12K	Jun 30, 26	-96	0.19%
BCGM Wealth Management, LLC	33.48K	Jun 30, 26	--	0.18%
Apollon Wealth Management, LLC	33.00K	Jun 30, 26	--	0.18%
Sovran Advisors, LLC	32.86K	Jun 30, 26	--	0.18%
Southland Equity Partners LLC	30.80K	Jun 30, 26	-811	0.17%
AdvisorNet Financial, Inc	30.14K	Jun 30, 26	--	0.16%
HRT FINANCIAL LP	29.95K	Jun 30, 26	+25.06K	0.16%
Camelot Portfolios, LLC	29.41K	Jun 30, 26	-586	0.16%
Farther Finance Advisors, LLC	27.83K	Jun 30, 26	+952	0.15%
Continuum Advisory, LLC	27.57K	Jun 30, 26	-7	0.15%
Rockefeller Capital Management L.P.	27.51K	Jun 30, 26	-4.37K	0.15%
Concurrent Investment Advisors, LLC	26.61K	Jun 30, 26	--	0.15%
Steward Partners Investment Advisory, LLC	26.16K	Jun 30, 26	-291	0.14%
Patriot Financial Group Insurance Agency, LLC	25.68K	Jun 30, 26	-25.78K	0.14%
Soltis Investment Advisors LLC	25.31K	Jun 30, 26	-740	0.14%
Wealth Alliance	25.29K	Jun 30, 26	--	0.14%
FSA Advisors, Inc.	25.09K	Jun 30, 26	-726	0.14%
BCS Wealth Management	24.71K	Jun 30, 26	+448	0.14%
Accredited Investors Inc.	24.50K	Jun 30, 26	--	0.13%
Outlook Wealth Advisors, LLC	24.43K	Jun 30, 26	-918	0.13%
Foundations Investment Advisors, LLC	24.08K	Jun 30, 26	-3.42K	0.13%
Bedel Financial Consulting, Inc.	23.63K	Jun 30, 26	-203	0.13%
Straight Path Wealth Management	21.46K	Jun 30, 26	--	0.12%
CreativeOne Wealth, LLC	21.40K	Jun 30, 26	-1.57K	0.12%
Summit Wealth Partners, LLC	19.38K	Jun 30, 26	--	0.11%
Weaver Consulting Group	19.31K	Jun 30, 26	--	0.11%
Focus Financial Network, Inc.	18.66K	Jun 30, 26	-117	0.10%
Merit Financial Group, LLC	18.17K	Jun 30, 26	-745	0.10%
NewEdge Advisors, LLC	18.06K	Jun 30, 26	-304	0.10%
Cerity Partners LLC	17.89K	Jun 30, 26	-15.54K	0.10%
Beacon Financial Advisory LLC	17.84K	Jun 30, 26	-1.93K	0.10%
JANE STREET GROUP, LLC	17.31K	Jun 30, 26	+17.31K	0.09%
Cornerstone Wealth Group, LLC	16.71K	Jun 30, 26	-34	0.09%
IFP Advisors, Inc	16.67K	Jun 30, 26	--	0.09%
MeadowBrook Investment Advisors LLC	16.61K	Jun 30, 26	+1.50K	0.09%
CRA Financial Services, LLC	16.61K	Jun 30, 26	--	0.09%
SRS Capital Advisors, Inc.	16.42K	Jun 30, 26	+8.43K	0.09%
CHAPMAN FINANCIAL GROUP, LLC	15.34K	Jun 30, 26	--	0.08%
Quest 10 Wealth Builders, Inc.	15.26K	Jun 30, 26	--	0.08%
Wood Tarver Financial Group, LLC	15.10K	Jun 30, 26	-32	0.08%
Phoenix Holdings Ltd.	14.95K	Jun 30, 26	--	0.08%
Compass Advisory Group LLC	14.69K	Jun 30, 26	-100	0.08%
Belpointe Asset Management LLC	14.66K	Jun 30, 26	+4.37K	0.08%
Three Seasons Wealth, LLC	14.35K	Jun 30, 26	--	0.08%
Valmark Advisers, Inc.	13.65K	Jun 30, 26	+460	0.07%
CYPRESS FINANCIAL PLANNING LLC	13.01K	Jun 30, 26	-3.30K	0.07%
NCM Capital Management, LLC	12.95K	Jun 30, 26	--	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	12.63K	Jun 30, 26	-1.22K	0.07%
Allworth Financial LP	12.53K	Jun 30, 26	--	0.07%
HARBOUR INVESTMENTS, INC.	12.09K	Jun 30, 26	-1.26K	0.07%
THOROUGHBRED FINANCIAL SERVICES, LLC	11.85K	Jun 30, 26	--	0.06%
IHT Wealth Management, LLC	11.50K	Jun 30, 26	-719	0.06%
BENJAMIN EDWARDS INC	11.39K	Jun 30, 26	--	0.06%
ARS Wealth Advisors Group, LLC	11.37K	Jun 30, 26	-189	0.06%
PCA Investment Advisory Services Inc.	11.07K	Jun 30, 26	--	0.06%
RFG Advisory, LLC	11.05K	Jun 30, 26	-828	0.06%
Annis Gardner Whiting Capital Advisors, LLC	10.70K	Jun 30, 26	--	0.06%
Arkadios Wealth Advisors	10.30K	Jun 30, 26	-1.99K	0.06%
Sound View Wealth Advisors Group, LLC	10.24K	Jun 30, 26	--	0.06%
Jessup Wealth Management, Inc	10.13K	Jun 30, 26	--	0.06%
NORTHERN TRUST CORP	9.93K	Jun 30, 26	--	0.05%
MGO ONE SEVEN LLC	9.89K	Jun 30, 26	--	0.05%
Trek Financial, LLC	9.88K	Jun 30, 26	-304	0.05%
Vise Technologies, Inc.	9.75K	Jun 30, 26	+9.75K	0.05%
MORGAN STANLEY	9.71K	Jun 30, 26	--	0.05%
Sigma Planning Corp	9.60K	Jun 30, 26	-12	0.05%
Dynamic Advisor Solutions LLC	9.51K	Jun 30, 26	-88	0.05%
AQR CAPITAL MANAGEMENT LLC	9.48K	Jun 30, 26	--	0.05%
RETIREMENT INCOME SOLUTIONS, INC	9.15K	Jun 30, 26	--	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	9.14K	Jun 30, 26	+9.14K	0.05%
BROWN WEALTH MANAGEMENT, LLC	8.97K	Jun 30, 26	--	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	8.83K	Jun 30, 26	--	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.80K	Jun 30, 26	--	0.05%
Certified Advisory Corp	8.78K	Jun 30, 26	--	0.05%
BIP Wealth, LLC	8.78K	Jun 30, 26	--	0.05%
Miracle Mile Advisors, LLC	8.74K	Jun 30, 26	--	0.05%
Triad Wealth Partners, LLC	8.43K	Jun 30, 26	+1.51K	0.05%
EVERMAY WEALTH MANAGEMENT LLC	8.21K	Jun 30, 26	-160	0.04%
RED CRANE WEALTH MANAGEMENT, LLC	8.12K	Jun 30, 26	--	0.04%
Tradition Wealth Management, LLC	7.80K	Jun 30, 26	-500	0.04%
SIGNATUREFD, LLC	7.54K	Jun 30, 26	--	0.04%
Chicago Partners Investment Group LLC	7.54K	Jun 30, 26	--	0.04%
Lakeridge Wealth Management LLC	7.46K	Jun 30, 26	--	0.04%
SILVER OAK SECURITIES, INCORPORATED	7.35K	Jun 30, 26	+90	0.04%
FIRST MANHATTAN CO. LLC.	7.34K	Jun 30, 26	-5.63K	0.04%
CITY HOLDING CO	7.26K	Jun 30, 26	--	0.04%
SMITH SHELLNUT WILSON LLC /ADV	7.00K	Jun 30, 26	--	0.04%
RESTON WEALTH MANAGEMENT LLC	6.89K	Jun 30, 26	--	0.04%
EP Wealth Advisors, LLC	6.74K	Jun 30, 26	+6.74K	0.04%
Clay Northam Wealth Management, LLC	6.40K	Jun 30, 26	--	0.03%
Dakota Wealth Management	6.34K	Jun 30, 26	+6.34K	0.03%
PRINCIPAL SECURITIES, INC.	6.22K	Jun 30, 26	+74	0.03%
Vantage Point Financial LLC	6.02K	Jun 30, 26	--	0.03%
Galvin, Gaustad & Stein, LLC	6.00K	Jun 30, 26	-319	0.03%
Main Street Financial Solutions, LLC	5.99K	Jun 30, 26	-354	0.03%
J.W. COLE ADVISORS, INC.	5.94K	Jun 30, 26	--	0.03%
Pine Harbor Wealth Management, LLC	5.83K	Jun 30, 26	--	0.03%
Cannon Advisors, Inc.	5.82K	Jun 30, 26	-6.97K	0.03%
Cardinal Point Capital Management, ULC	5.69K	Jun 30, 26	--	0.03%
McAdam, LLC	5.67K	Jun 30, 26	-100	0.03%
Capital Analysts, LLC	5.64K	Jun 30, 26	--	0.03%
Castle Rock Wealth Management, LLC	5.18K	Jun 30, 26	--	0.03%
Stratos Wealth Advisors, LLC	5.15K	Jun 30, 26	-25	0.03%
Spire Wealth Management	5.09K	Jun 30, 26	-131	0.03%
HENGEHOLD CAPITAL MANAGEMENT LLC	5.08K	Jun 30, 26	--	0.03%
WorthPointe, LLC	5.08K	Jun 30, 26	--	0.03%
Lineweaver Wealth Advisors, LLC	5.04K	Jun 30, 26	--	0.03%
WealthShield Partners, LLC	4.99K	Jun 30, 26	--	0.03%
Capital Square, LLC	4.76K	Jun 30, 26	--	0.03%
Lewis Asset Management, LLC	4.66K	Jun 30, 26	--	0.03%
BridgePort Financial Solutions, LLC	4.63K	Jun 30, 26	+4.63K	0.03%
Seros Financial, LLC	4.60K	Jun 30, 26	-1.70K	0.03%
Nikulski Financial, Inc.	4.50K	Jun 30, 26	+4.50K	0.02%
Retirement Planning Group	4.47K	Jun 30, 26	+4.47K	0.02%
NWF Advisory Services Inc.	4.41K	Jun 30, 26	+4.41K	0.02%
Balboa Wealth Partners	4.41K	Jun 30, 26	+4.41K	0.02%
DHJJ Financial Advisors, Ltd.	3.83K	Jun 30, 26	-351	0.02%
Financial Network Wealth Advisors LLC	3.65K	Jun 30, 26	--	0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.27K	Jun 30, 26	-306	0.02%
Capital Investment Advisory Services, LLC	1.84K	Jun 30, 26	--	0.01%
AMERIFLEX GROUP, INC.	1.71K	Jun 30, 26	--	0.01%
Archer Investment Corp	1.67K	Jun 30, 26	--	0.01%
Truvestments Capital LLC	1.65K	Jun 30, 26	-26	0.01%
Ashton Thomas Private Wealth, LLC	1.64K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	1.50K	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.32K	Jun 30, 26	-101	0.01%
BANK OF MONTREAL /CAN/	623	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	566	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	500	Jun 30, 26	-3.87K	0.00%
PFS Partners, LLC	500	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	460	Jun 30, 26	-180	0.00%
Trifecta Capital Advisors, LLC	400	Jun 30, 26	--	0.00%
Trust Co	382	Jun 30, 26	--	0.00%
ROYAL BANK OF CANADA	280	Jun 30, 26	+280	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	239	Jun 30, 26	+239	0.00%
Integrity Financial Corp /WA	225	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	125	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	28	Jun 30, 26	--	0.00%
LeClair Wealth Partners LLC	--	Jun 30, 26	-10.22K	--
WPWealth LLP	--	Jun 30, 26	-7.02K	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-5.30K	--
Golden State Equity Partners	--	Jun 30, 26	-30.88K	--
O'Connor Financial Group LLC	--	Jun 30, 26	-36.07K	--
Mariner, LLC	--	Jun 30, 26	-5.19K	--
BARCLAYS PLC	--	Jun 30, 26	-545	--
Wagner Wealth Management, LLC	--	Jun 30, 26	-1.99K	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-6.39K	--
SAGESPRING WEALTH PARTNERS, LLC	--	Jun 30, 26	-11.27K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-5.36K	--
Atlantic Private Wealth, LLC	--	Jun 30, 26	-11.59K	--
Beacon Pointe Advisors, LLC	226.04K	Mar 31, 26	+37.82K	1.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	41.70K	Mar 31, 26	+41.70K	0.23%
CENTAURUS FINANCIAL, INC.	16.56K	Mar 31, 26	--	0.09%
U.S. Capital Wealth Advisors, LLC	9.90K	Mar 31, 26	-2.34K	0.05%
Orion Capital Management LLC	8.72K	Mar 31, 26	-425	0.05%
Capstone Triton Financial Group, LLC	6.03K	Mar 31, 26	+6.03K	0.03%
GILL CAPITAL PARTNERS, LLC	4.83K	Mar 31, 26	--	0.03%
Bernard Wealth Management Corp.	3.98K	Mar 31, 26	-3	0.02%
Sunbelt Securities, Inc.	2.69K	Mar 31, 26	-40	0.01%
CWM, LLC	1.63K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	329	Mar 31, 26	--	0.00%
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-1.30K	--
ORG Partners LLC	29.33K	Dec 31, 25	+1.00K	0.16%
Schulz Wealth, LTD.	5.62K	Dec 31, 25	--	0.03%
Stuart Chaussee & Associates, Inc.	588.59K	Sep 30, 25	-26.31K	3.22%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-8.55K	--
AVANTAX ADVISORY SERVICES, INC.	49.47K	Jun 30, 25	+73	0.27%
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	5.65%
RAYMOND JAMES & ASSOCIATES	35.86K	Sep 30, 24	+27.99K	0.20%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-61.77K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	12.20K	Jun 30, 24	--	0.07%
Strategic Wealth Partners Group LLC	219.83K	Mar 31, 24	-11.93K	1.20%
Cetera Advisor Networks LLC	134.37K	Mar 31, 24	-5.65K	0.73%
InterOcean Capital Group, LLC	72.70K	Mar 31, 24	-4.50K	0.40%
Cetera Advisors LLC	62.53K	Mar 31, 24	-25.03K	0.34%
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	0.60%
BEDEL FINANCIAL CONSULTING INC	24.90K	Sep 30, 23	+24.90K	0.14%
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	0.18%
TRUSTCORE FINANCIAL SERVICES, LLC	32.23K	Dec 31, 22	--	0.18%
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	0.22%
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	0.59%
OLD MISSION CAPITAL, LLC	7.18K	Dec 31, 20	+7.18K	0.04%
Stearns Financial Services Group	238.44K	Sep 30, 20	+47.72K	1.30%
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	0.26%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

3.17M

Jun 30, 26

-63.23K

17.31%

Penserra Capital Management LLC

1.59M

Jun 30, 26

+84.69K

8.70%

COMMONWEALTH EQUITY SERVICES, LLC

867.48K

Jun 30, 26

-158.03K

4.74%

ADVISOR GROUP HOLDINGS, INC.

512.16K

Jun 30, 26

+43.70K

2.80%

Lido Advisors, LLC

507.49K

Jun 30, 26

-2.36K

2.77%

LPL Financial LLC

385.45K

Jun 30, 26

+567

2.11%

Colony Group, LLC

367.87K

Jun 30, 26

-13.08K

2.01%

Cresset Asset Management, LLC

337.84K

Jun 30, 26

-24.24K

1.85%

Kestra Advisory Services, LLC

301.26K

Jun 30, 26

-53.73K

1.65%

HighTower Advisors, LLC

278.24K

Jun 30, 26

-13.73K

1.52%

RAYMOND JAMES FINANCIAL INC

268.88K

Jun 30, 26

-36.94K

1.47%

ENVESTNET ASSET MANAGEMENT INC

251.30K

Jun 30, 26

-22.23K

1.37%

Creative Planning

228.40K

Jun 30, 26

-9.88K

1.25%

MBL Wealth, LLC

225.90K

Jun 30, 26

-3.45K

1.23%

SageView Advisory Group, LLC

223.85K

Jun 30, 26

-9.93K

1.22%

Cetera Investment Advisers

215.44K

Jun 30, 26

-43.82K

1.18%

Bellwether Advisors, LLC

126.37K

Jun 30, 26

0.69%

TRUIST FINANCIAL CORP

125.03K

Jun 30, 26

-490

0.68%

CoreCap Advisors, LLC

116.46K

Jun 30, 26

-2.50K

0.64%

Brookstone Capital Management

104.54K

Jun 30, 26

-6.74K

0.57%

OLD MISSION CAPITAL LLC

104.47K

Jun 30, 26

+55.05K

0.57%

YARGER WEALTH STRATEGIES, LLC

102.59K

Jun 30, 26

-1.36K

0.56%

Cambridge Investment Research Advisors, Inc.

99.47K

Jun 30, 26

-1.35K

0.54%

BLAIR WILLIAM & CO/IL

90.37K

Jun 30, 26

-3.42K

0.49%

MAI Capital Management

86.82K

Jun 30, 26

-24.64K

0.47%

Resources Investment Advisors, LLC.

83.84K

Jun 30, 26

-4.44K

0.46%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

82.12K

Jun 30, 26

+40.41K

0.45%

Weaver Capital Management LLC

76.07K

Jun 30, 26

0.42%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

75.66K

Jun 30, 26

-4.40K

0.41%

Jacobi Capital Management LLC

72.84K

Jun 30, 26

0.40%

KFG WEALTH MANAGEMENT, LLC

70.65K

Jun 30, 26

-4.37K

0.39%

CITADEL ADVISORS LLC

68.14K

Jun 30, 26

+28.53K

0.37%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

66.10K

Jun 30, 26

-33.64K

0.36%

Chris Bulman Inc

64.50K

Jun 30, 26

-3.02K

0.35%

Janney Montgomery Scott LLC

63.83K

Jun 30, 26

+2.34K

0.35%

FORVIS Wealth Advisors, LLC

59.85K

Jun 30, 26

-1.43K

0.33%

MML INVESTORS SERVICES, LLC

59.79K

Jun 30, 26

+7.17K

0.33%

CORRADO ADVISORS, LLC

56.95K

Jun 30, 26

-1.33K

0.31%

Advisory Alpha, LLC

53.27K

Jun 30, 26

+4.75K

0.29%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

53.17K

Jun 30, 26

-555

0.29%

Global Assets Advisory, LLC

52.25K

Jun 30, 26

-1.20K

0.29%

ALTFEST L J & CO INC

51.69K

Jun 30, 26

0.28%

BECK CAPITAL MANAGEMENT, LLC

50.97K

Jun 30, 26

+28

0.28%

Diligent Investors, LLC

50.52K

Jun 30, 26

-1.00K

0.28%

Valtinson Bruner Financial Planning LLC

48.35K

Jun 30, 26

-871

0.26%

Frisch Financial Group, Inc.

46.06K

Jun 30, 26

-19.29K

0.25%

Pinnacle Wealth Management Group, Inc.

43.06K

Jun 30, 26

-5

0.24%

Michels Family Financial, LLC

42.44K

Jun 30, 26

-257

0.23%

AE Wealth Management LLC

41.80K

Jun 30, 26

-1.17K

0.23%

Visionary Wealth Advisors

40.87K

Jun 30, 26

-602

0.22%

Advisory Services Network, LLC

38.97K

Jun 30, 26

0.21%

CAPTRUST FINANCIAL ADVISORS

38.31K

Jun 30, 26

-6

0.21%

BigSur Wealth Management LLC

38.00K

Jun 30, 26

+22.00K

0.21%

Cape Investment Advisory, Inc.

37.16K

Jun 30, 26

+500

0.20%

Garden State Investment Advisory Services LLC

36.86K

Jun 30, 26

-864

0.20%

Keystone Wealth Services, LLC

35.83K

Jun 30, 26

-2.85K

0.20%

Pathway Financial Advisors LLC

34.43K

Jun 30, 26

0.19%

MERCER GLOBAL ADVISORS INC /ADV

34.12K

Jun 30, 26

-96

0.19%

BCGM Wealth Management, LLC

33.48K

Jun 30, 26

0.18%

Apollon Wealth Management, LLC

33.00K

Jun 30, 26

0.18%

Sovran Advisors, LLC

32.86K

Jun 30, 26

0.18%

Southland Equity Partners LLC

30.80K

Jun 30, 26

-811

0.17%

AdvisorNet Financial, Inc

30.14K

Jun 30, 26

0.16%

HRT FINANCIAL LP

29.95K

Jun 30, 26

+25.06K

0.16%

Camelot Portfolios, LLC

29.41K

Jun 30, 26

-586

0.16%

Farther Finance Advisors, LLC

27.83K

Jun 30, 26

+952

0.15%

Continuum Advisory, LLC

27.57K

Jun 30, 26

-7

0.15%

Rockefeller Capital Management L.P.

27.51K

Jun 30, 26

-4.37K

0.15%

Concurrent Investment Advisors, LLC

26.61K

Jun 30, 26

0.15%

Steward Partners Investment Advisory, LLC

26.16K

Jun 30, 26

-291

0.14%

Patriot Financial Group Insurance Agency, LLC

25.68K

Jun 30, 26

-25.78K

0.14%

Soltis Investment Advisors LLC

25.31K

Jun 30, 26

-740

0.14%

Wealth Alliance

25.29K

Jun 30, 26

0.14%

FSA Advisors, Inc.

25.09K

Jun 30, 26

-726

0.14%

BCS Wealth Management

24.71K

Jun 30, 26

+448

0.14%

Accredited Investors Inc.

24.50K

Jun 30, 26

0.13%

Outlook Wealth Advisors, LLC

24.43K

Jun 30, 26

-918

0.13%

Foundations Investment Advisors, LLC

24.08K

Jun 30, 26

-3.42K

0.13%

Bedel Financial Consulting, Inc.

23.63K

Jun 30, 26

-203

0.13%

Straight Path Wealth Management

21.46K

Jun 30, 26

0.12%

CreativeOne Wealth, LLC

21.40K

Jun 30, 26

-1.57K

0.12%

Summit Wealth Partners, LLC

19.38K

Jun 30, 26

0.11%

Weaver Consulting Group

19.31K

Jun 30, 26

0.11%

Focus Financial Network, Inc.

18.66K

Jun 30, 26

-117

0.10%

Merit Financial Group, LLC

18.17K

Jun 30, 26

-745

0.10%

NewEdge Advisors, LLC

18.06K

Jun 30, 26

-304

0.10%

Cerity Partners LLC

17.89K

Jun 30, 26

-15.54K

0.10%

Beacon Financial Advisory LLC

17.84K

Jun 30, 26

-1.93K

0.10%

JANE STREET GROUP, LLC

17.31K

Jun 30, 26

+17.31K

0.09%

Cornerstone Wealth Group, LLC

16.71K

Jun 30, 26

-34

0.09%

IFP Advisors, Inc

16.67K

Jun 30, 26

0.09%

MeadowBrook Investment Advisors LLC

16.61K

Jun 30, 26

+1.50K

0.09%

CRA Financial Services, LLC

16.61K

Jun 30, 26

0.09%

SRS Capital Advisors, Inc.

16.42K

Jun 30, 26

+8.43K

0.09%

CHAPMAN FINANCIAL GROUP, LLC

15.34K

Jun 30, 26

0.08%

Quest 10 Wealth Builders, Inc.

15.26K

Jun 30, 26

0.08%

Wood Tarver Financial Group, LLC

15.10K

Jun 30, 26

-32

0.08%

Phoenix Holdings Ltd.

14.95K

Jun 30, 26

0.08%

Compass Advisory Group LLC

14.69K

Jun 30, 26

-100

0.08%

Belpointe Asset Management LLC

14.66K

Jun 30, 26

+4.37K

0.08%

Three Seasons Wealth, LLC

14.35K

Jun 30, 26

0.08%

Valmark Advisers, Inc.

13.65K

Jun 30, 26

+460

0.07%

CYPRESS FINANCIAL PLANNING LLC

13.01K

Jun 30, 26

-3.30K

0.07%

NCM Capital Management, LLC

12.95K

Jun 30, 26

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

12.63K

Jun 30, 26

-1.22K

0.07%

Allworth Financial LP

12.53K

Jun 30, 26

0.07%

HARBOUR INVESTMENTS, INC.

12.09K

Jun 30, 26

-1.26K

0.07%

THOROUGHBRED FINANCIAL SERVICES, LLC

11.85K

Jun 30, 26

0.06%

IHT Wealth Management, LLC

11.50K

Jun 30, 26

-719

0.06%

BENJAMIN EDWARDS INC

11.39K

Jun 30, 26

0.06%

ARS Wealth Advisors Group, LLC

11.37K

Jun 30, 26

-189

0.06%

PCA Investment Advisory Services Inc.

11.07K

Jun 30, 26

0.06%

RFG Advisory, LLC

11.05K

Jun 30, 26

-828

0.06%

Annis Gardner Whiting Capital Advisors, LLC

10.70K

Jun 30, 26

0.06%

Arkadios Wealth Advisors

10.30K

Jun 30, 26

-1.99K

0.06%

Sound View Wealth Advisors Group, LLC

10.24K

Jun 30, 26

0.06%

Jessup Wealth Management, Inc

10.13K

Jun 30, 26

0.06%

NORTHERN TRUST CORP

9.93K

Jun 30, 26

0.05%

MGO ONE SEVEN LLC

9.89K

Jun 30, 26

0.05%

Trek Financial, LLC

9.88K

Jun 30, 26

-304

0.05%

Vise Technologies, Inc.

9.75K

Jun 30, 26

+9.75K

0.05%

MORGAN STANLEY

9.71K

Jun 30, 26

0.05%

Sigma Planning Corp

9.60K

Jun 30, 26

-12

0.05%

Dynamic Advisor Solutions LLC

9.51K

Jun 30, 26

-88

0.05%

AQR CAPITAL MANAGEMENT LLC

9.48K

Jun 30, 26

0.05%

RETIREMENT INCOME SOLUTIONS, INC

9.15K

Jun 30, 26

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

9.14K

Jun 30, 26

+9.14K

0.05%

BROWN WEALTH MANAGEMENT, LLC

8.97K

Jun 30, 26

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

8.83K

Jun 30, 26

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.80K

Jun 30, 26

0.05%

Certified Advisory Corp

8.78K

Jun 30, 26

0.05%

BIP Wealth, LLC

8.78K

Jun 30, 26

0.05%

Miracle Mile Advisors, LLC

8.74K

Jun 30, 26

0.05%

Triad Wealth Partners, LLC

8.43K

Jun 30, 26

+1.51K

0.05%

EVERMAY WEALTH MANAGEMENT LLC

8.21K

Jun 30, 26

-160

0.04%

RED CRANE WEALTH MANAGEMENT, LLC

8.12K

Jun 30, 26

0.04%

Tradition Wealth Management, LLC

7.80K

Jun 30, 26

-500

0.04%

SIGNATUREFD, LLC

7.54K

Jun 30, 26

0.04%

Chicago Partners Investment Group LLC

7.54K

Jun 30, 26

0.04%

Lakeridge Wealth Management LLC

7.46K

Jun 30, 26

0.04%

SILVER OAK SECURITIES, INCORPORATED

7.35K

Jun 30, 26

+90

0.04%

FIRST MANHATTAN CO. LLC.

7.34K

Jun 30, 26

-5.63K

0.04%

CITY HOLDING CO

7.26K

Jun 30, 26

0.04%

SMITH SHELLNUT WILSON LLC /ADV

7.00K

Jun 30, 26

0.04%

RESTON WEALTH MANAGEMENT LLC

6.89K

Jun 30, 26

0.04%

EP Wealth Advisors, LLC

6.74K

Jun 30, 26

+6.74K

0.04%

Clay Northam Wealth Management, LLC

6.40K

Jun 30, 26

0.03%

Dakota Wealth Management

6.34K

Jun 30, 26

+6.34K

0.03%

PRINCIPAL SECURITIES, INC.

6.22K

Jun 30, 26

+74

0.03%

Vantage Point Financial LLC

6.02K

Jun 30, 26

0.03%

Galvin, Gaustad & Stein, LLC

6.00K

Jun 30, 26

-319

0.03%

Main Street Financial Solutions, LLC

5.99K

Jun 30, 26

-354

0.03%

J.W. COLE ADVISORS, INC.

5.94K

Jun 30, 26

0.03%

Pine Harbor Wealth Management, LLC

5.83K

Jun 30, 26

0.03%

Cannon Advisors, Inc.

5.82K

Jun 30, 26

-6.97K

0.03%

Cardinal Point Capital Management, ULC

5.69K

Jun 30, 26

0.03%

McAdam, LLC

5.67K

Jun 30, 26

-100

0.03%

Capital Analysts, LLC

5.64K

Jun 30, 26

0.03%

Castle Rock Wealth Management, LLC

5.18K

Jun 30, 26

0.03%

Stratos Wealth Advisors, LLC

5.15K

Jun 30, 26

-25

0.03%

Spire Wealth Management

5.09K

Jun 30, 26

-131

0.03%

HENGEHOLD CAPITAL MANAGEMENT LLC

5.08K

Jun 30, 26

0.03%

WorthPointe, LLC

5.08K

Jun 30, 26

0.03%

Lineweaver Wealth Advisors, LLC

5.04K

Jun 30, 26

0.03%

WealthShield Partners, LLC

4.99K

Jun 30, 26

0.03%

Capital Square, LLC

4.76K

Jun 30, 26

0.03%

Lewis Asset Management, LLC

4.66K

Jun 30, 26

0.03%

BridgePort Financial Solutions, LLC

4.63K

Jun 30, 26

+4.63K

0.03%

Seros Financial, LLC

4.60K

Jun 30, 26

-1.70K

0.03%

Nikulski Financial, Inc.

4.50K

Jun 30, 26

+4.50K

0.02%

Retirement Planning Group

4.47K

Jun 30, 26

+4.47K

0.02%

NWF Advisory Services Inc.

4.41K

Jun 30, 26

+4.41K

0.02%

Balboa Wealth Partners

4.41K

Jun 30, 26

+4.41K

0.02%

DHJJ Financial Advisors, Ltd.

3.83K

Jun 30, 26

-351

0.02%

Financial Network Wealth Advisors LLC

3.65K

Jun 30, 26

0.02%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.27K

Jun 30, 26

-306

0.02%

Capital Investment Advisory Services, LLC

1.84K

Jun 30, 26

0.01%

AMERIFLEX GROUP, INC.

1.71K

Jun 30, 26

0.01%

Archer Investment Corp

1.67K

Jun 30, 26

0.01%

Truvestments Capital LLC

1.65K

Jun 30, 26

-26

0.01%

Ashton Thomas Private Wealth, LLC

1.64K

Jun 30, 26

0.01%

AlphaCore Capital LLC

1.50K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

1.32K

Jun 30, 26

-101

0.01%

BANK OF MONTREAL /CAN/

623

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

566

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

500

Jun 30, 26

-3.87K

0.00%

PFS Partners, LLC

500

Jun 30, 26

0.00%

Noble Wealth Management PBC

460

Jun 30, 26

-180

0.00%

Trifecta Capital Advisors, LLC

400

Jun 30, 26

0.00%

Trust Co

382

Jun 30, 26

0.00%

ROYAL BANK OF CANADA

280

Jun 30, 26

+280

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

239

Jun 30, 26

+239

0.00%

Integrity Financial Corp /WA

225

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

125

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

LeClair Wealth Partners LLC

Jun 30, 26

-10.22K

WPWealth LLP

Jun 30, 26

-7.02K

Pensionmark Financial Group, LLC

Jun 30, 26

-5.30K

Golden State Equity Partners

Jun 30, 26

-30.88K

O'Connor Financial Group LLC

Jun 30, 26

-36.07K

Mariner, LLC

Jun 30, 26

-5.19K

BARCLAYS PLC

Jun 30, 26

-545

Wagner Wealth Management, LLC

Jun 30, 26

-1.99K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-6.39K

SAGESPRING WEALTH PARTNERS, LLC

Jun 30, 26

-11.27K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-5.36K

Atlantic Private Wealth, LLC

Jun 30, 26

-11.59K

Beacon Pointe Advisors, LLC

226.04K

Mar 31, 26

+37.82K

1.24%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

41.70K

Mar 31, 26

+41.70K

0.23%

CENTAURUS FINANCIAL, INC.

16.56K

Mar 31, 26

0.09%

U.S. Capital Wealth Advisors, LLC

9.90K

Mar 31, 26

-2.34K

0.05%

Orion Capital Management LLC

8.72K

Mar 31, 26

-425

0.05%

Capstone Triton Financial Group, LLC

6.03K

Mar 31, 26

+6.03K

0.03%

GILL CAPITAL PARTNERS, LLC

4.83K

Mar 31, 26

0.03%

Bernard Wealth Management Corp.

3.98K

Mar 31, 26

-3

0.02%

Sunbelt Securities, Inc.

2.69K

Mar 31, 26

-40

0.01%

CWM, LLC

1.63K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

329

Mar 31, 26

0.00%

BANK OF AMERICA CORP /DE/

Mar 31, 26

-1.30K

ORG Partners LLC

29.33K

Dec 31, 25

+1.00K

0.16%

Schulz Wealth, LTD.

5.62K

Dec 31, 25

0.03%

Stuart Chaussee & Associates, Inc.

588.59K

Sep 30, 25

-26.31K

3.22%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-8.55K

AVANTAX ADVISORY SERVICES, INC.

49.47K

Jun 30, 25

+73

0.27%

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

5.65%

RAYMOND JAMES & ASSOCIATES

35.86K

Sep 30, 24

+27.99K

0.20%

Pillar Wealth Advisors, LLC

Sep 30, 24

-61.77K

BENJAMIN F. EDWARDS & COMPANY, INC.

12.20K

Jun 30, 24

0.07%

Strategic Wealth Partners Group LLC

219.83K

Mar 31, 24

-11.93K

1.20%

Cetera Advisor Networks LLC

134.37K

Mar 31, 24

-5.65K

0.73%

InterOcean Capital Group, LLC

72.70K

Mar 31, 24

-4.50K

0.40%

Cetera Advisors LLC

62.53K

Mar 31, 24

-25.03K

0.34%

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

0.60%

BEDEL FINANCIAL CONSULTING INC

24.90K

Sep 30, 23

+24.90K

0.14%

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

0.18%

TRUSTCORE FINANCIAL SERVICES, LLC

32.23K

Dec 31, 22

0.18%

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

0.22%

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

0.59%

OLD MISSION CAPITAL, LLC

7.18K

Dec 31, 20

+7.18K

0.04%

Stearns Financial Services Group

238.44K

Sep 30, 20

+47.72K

1.30%

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

0.26%