How many institutions own IAUG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own IAUG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Innovator Intl Developed Power Buffer ETF stock?

ALLWORTH FINANCIAL LP, in the last quarter, reduced its stake in IAUG by -98.44% restricting it's holding to 12.46 thousand shares of worth nearly $375.84K. HIGHTOWER ADVISORS, LLC also lessened -93.67% of the IAUG shares from its portfolio, reducing its holding to 9.7 thousand shares of worth $292.60K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned IAUG shares holding by -81.08% last quarter which brought its holding to 9.93 thousand shares worth $299.45K.

Investors who are buying IAUG stock?

As per its latest 13F filing, FIRST COMMONWEALTH FINANCIAL CORP /PA/ increased its stake in IAUG by 100% in the last quarter. The institutional holder raised its holding to 10.11 thousand shares having worth more than $304.91K. RED CRANE WEALTH MANAGEMENT, LLC also added 59.32% more shares of IAUG to its portfolio, raising its holding to 20.44 thousand shares of worth $616.63K. ADVISOR GROUP HOLDINGS, INC. also increased its IAUG shares holding by 9.41% which brought its holding to 10.94 thousand shares worth $330.04K.

IAUG's major insiders: who are they?

The insider with the most stakes in IAUG is N/A , N/A at the company. Additionally, IAUG stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell IAUG stock?

Company executives, directors, and other insiders own N/A percent of Innovator Intl Developed Power Buffer ETF's stock. Within the last six months, there have been 0 transaction(s) in which IAUG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IAUG stock?

There have been 0 transaction(s) during the past 6-months in which Innovator Intl Developed Power Buffer ETF insiders have bought stock, totalling 0 shares

How much of IAUG does insiders own?

Around 0 Innovator Intl Developed Power Buffer ETF shares are held by insiders, which represents about N/A of IAUG stock.

Who is the insider with the largest stake?

IAUG N/A, N/A holds the largest portfolio of the company's shares. IAUG shares owned by N/A total nearly -.

Which institution holds the most shares in IAUG?

ALLWORTH FINANCIAL LP is the largest institutional owner in IAUG which holds 12.46 thousand shares worth $375.84K or 0.53% of the total IAUG shares outstanding followed by PFS PARTNERS, LLC with ownership of 6.16 thousand shares representing 0.26% of the IAUG ownership. DHJJ FINANCIAL ADVISORS, LTD. is the third largest stakeholder with 6.23 thousand shares or 0.27% of the ownership worth more than $187.81K.

Is Innovator Intl Developed Power Buffer ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the IAUG is concerned, it is a stock which is not optionable.

Is there a short position on IAUG's shares?

Number of IAUG shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding IAUG shares are there?

As of today, null shares of IAUG are outstanding.

Is there many float in IAUG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, IAUG has null shares in float.

IAUG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for IAUG is null.

Innovator Intl Developed Power Buffer ETF (IAUG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. ALLWORTH FINANCIAL LP is the top corporate investor, holding 12.46K shares valued at $375.84K. A 0.53% stake in Innovator Intl Developed Power Buffer ETF is owned by the company. PFS PARTNERS, LLC owns 6.16K shares valued at $185.91K, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.53%	12.46K	375.84K	-784.05K	-98.44%
Jun 30, 2026	PFS PARTNERS, LLC	0.26%	6.16K	185.91K	0	0
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.27%	6.23K	187.81K	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.35%	8.15K	246.01K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.37%	8.74K	264K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.41%	9.7K	292.6K	-143.56K	-93.67%
Jun 30, 2026	AMBASSADOR ADVISORS, LLC	0.42%	9.89K	298.42K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	9.93K	299.45K	-42.53K	-81.08%
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.43%	10.11K	304.91K	10.11K	+100.00%
Jun 30, 2026	SIGMA PLANNING CORP	0.84%	19.78K	596.75K	-29	-0.15%
Jun 30, 2026	RED CRANE WEALTH MANAGEMENT, LLC	0.87%	20.44K	616.63K	7.61K	+59.32%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.47%	10.94K	330.04K	941	+9.41%
Jun 30, 2026	JANE STREET GROUP, LLC	0.55%	12.99K	391.86K	-115	-0.88%
Jun 30, 2026	OLD MISSION CAPITAL LLC	1.03%	24.2K	730.02K	-3.15K	-11.51%
Jun 30, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.74%	17.42K	525.58K	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	98	2.96K	98	+100.00%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.01%	224	6.76K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	278	8.39K	278	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	308	9.29K	0	0
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.56%	13.01K	392.4K	0	0
Jun 30, 2026	GILL CAPITAL PARTNERS, LLC	1.78%	41.69K	1.26M	-2.69K	-6.05%
Jun 30, 2026	OPUS FINANCIAL SOLUTIONS LLC	0.53%	12.32K	371.56K	-8.84K	-41.79%
Jun 30, 2026	JPMORGAN CHASE & CO	0.73%	17.21K	517.79K	-194	-1.11%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.78%	18.19K	548.67K	-276	-1.50%
Jun 30, 2026	WEALTH ALLIANCE	0.78%	18.3K	552.01K	0	0
Jun 30, 2026	CORNERSTONE WEALTH, LLC/TN	0%	0	-	-88.93K	-100.00%
Jun 30, 2026	COLONY GROUP, LLC	1.04%	24.38K	735.66K	0	0
Jun 30, 2026	CREATIVE PLANNING	1.11%	26.08K	786.81K	4.1K	+18.66%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	2.24%	52.52K	1.58M	0	0
Jun 30, 2026	CORRADO ADVISORS, LLC	2.89%	67.59K	2.04M	-1.19K	-1.72%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	5.01%	117.33K	3.54M	-3.98K	-3.28%
Jun 30, 2026	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0%	0	-	-3.68K	-100.00%
Jun 30, 2026	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	0	-	-65	-100.00%
Jun 30, 2026	JDM FINANCIAL GROUP LLC	0.05%	1.11K	33.34K	0	0
Jun 30, 2026	PFG ADVISORS	0.33%	7.76K	234.04K	0	0
Jun 30, 2026	DILIGENT INVESTORS, LLC	0.44%	10.4K	313.78K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.46%	10.71K	323.19K	10.71K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.47%	10.9K	328.86K	-4.82K	-30.64%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.49%	11.38K	343.38K	-5.74K	-33.52%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.8%	18.68K	563.5K	-15.45K	-45.27%
Jun 30, 2026		0%	0	-	-88.93K	-100.00%
Jun 30, 2026	UBS GROUP AG	0.02%	442	13.34K	-701	-61.33%
Jun 30, 2026	AMERICANA PARTNERS, LLC	2.42%	56.71K	1.71M	-31.5K	-35.71%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	500	15.09K	0	0
Jun 30, 2026	NBC SECURITIES, INC.	0.1%	2.43K	73.19K	0	0
Jun 30, 2026	ATLANTIC PRIVATE WEALTH, LLC	0.15%	3.5K	105.6K	-9.87K	-73.81%
Jun 30, 2026	NEWCORP FINANCIAL SERVICES, INC.	0.59%	13.93K	420.16K	-104	-0.74%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.27%	6.23K	178.37K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.56%	13.1K	375.46K	13.1K	+100.00%
Mar 31, 2026	JDM FINANCIAL GROUP LLC	0.05%	1.11K	31.66K	0	0
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.17%	27.34K	783.52K	27.34K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.46%	34.13K	977.89K	8.33K	+32.27%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	1.9%	44.38K	1.27M	-1.07K	-2.35%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.24%	52.46K	1.5M	52.46K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	6.54%	153.26K	4.39M	2.6K	+1.73%
Mar 31, 2026	ATLANTIC PRIVATE WEALTH, LLC	0.57%	13.37K	382.99K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.67%	15.72K	450.33K	-5.4K	-25.57%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.73%	17.12K	490.56K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.74%	17.4K	490.9K	17.4K	+100.00%
Mar 31, 2026	AMBASSADOR ADVISORS, LLC	0.42%	9.89K	283.42K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	10K	286.49K	-941	-8.60%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	2.24%	52.52K	1.5M	0	0
Mar 31, 2026	WEALTH ALLIANCE	0.78%	18.3K	524.26K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.79%	18.46K	529.02K	-26.65K	-59.08%
Mar 31, 2026	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0%	0	-	-104.38K	-100.00%
Mar 31, 2026	PFS PARTNERS, LLC	0.26%	6.16K	176.57K	-6	-0.10%
Mar 31, 2026	VESTMENT FINANCIAL LLC	0%	0	-	-11.52K	-100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.85%	19.81K	567.58K	-251	-1.25%
Mar 31, 2026		0.6%	14.03K	402.02K	-80.83K	-85.21%
Mar 31, 2026	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.16%	3.68K	105.53K	0	0
Mar 31, 2026	CORRADO ADVISORS, LLC	2.94%	68.77K	1.97M	-1.55K	-2.20%
Mar 31, 2026	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	65	1.86K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0.01%	224	6.42K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.01%	308	8.83K	-1.44K	-82.33%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0%	0	-	-8.43K	-100.00%
Mar 31, 2026	CYPRESS WEALTH SERVICES, LLC	0%	0	-	-23.02K	-100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0%	0	-	-7.46K	-100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	500	14.33K	0	0
Mar 31, 2026	UBS GROUP AG	0.05%	1.14K	32.75K	-1.56K	-57.74%
Mar 31, 2026	NBC SECURITIES, INC.	0.1%	2.43K	69.52K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.94%	21.98K	629.72K	21.98K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	1.04%	24.38K	698.68K	0	0
Mar 31, 2026	AMERICANA PARTNERS, LLC	3.77%	88.21K	2.53M	-38.25K	-30.24%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	5.18%	121.31K	3.48M	-444	-0.36%
Mar 31, 2026	ALLWORTH FINANCIAL LP	34.01%	796.51K	22.82M	83.88K	+11.77%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.35%	8.15K	233.65K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.37%	8.74K	250K	0	0
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.44%	10.4K	298.01K	0	0
Mar 31, 2026	RED CRANE WEALTH MANAGEMENT, LLC	0.55%	12.83K	367.58K	12.83K	+100.00%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.56%	13.01K	372.68K	-832	-6.01%
Mar 31, 2026	PFG ADVISORS	0.33%	7.76K	222.27K	0	0
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0%	0	-	-24.12K	-100.00%
Dec 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.52%	13.37K	380.4K	-1K	-6.96%
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.41%	10.4K	295.98K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-17.55K	-100.00%
Dec 31, 2025	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	4.03%	104.38K	2.97M	237	+0.23%
Dec 31, 2025		0.83%	21.5K	611.89K	21.5K	+100.00%
Dec 31, 2025	CORRADO ADVISORS, LLC	2.71%	70.32K	2M	-306	-0.43%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	1.77%	45.45K	1.29M	1.95K	+4.49%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.75%	45.11K	1.28M	-631	-1.38%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.82%	21.12K	600.93K	-10.5K	-33.21%
Dec 31, 2025	WEALTH ALLIANCE	0.71%	18.3K	520.7K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	10.94K	311.32K	-500	-4.37%
Dec 31, 2025	ALLWORTH FINANCIAL LP	27.79%	712.62K	20.28M	80.72K	+12.77%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	5.81%	150.65K	4.29M	86.79K	+135.89%
Dec 31, 2025	AMERICANA PARTNERS, LLC	4.91%	126.46K	3.6M	-27.09K	-17.64%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.72%	121.76K	3.47M	15.99K	+15.12%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1%	25.8K	734.3K	-1.38K	-5.09%
Dec 31, 2025	COLONY GROUP, LLC	0.95%	24.38K	693.94K	24.38K	+100.00%
Dec 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.9%	23.02K	655.18K	0	0
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.67%	17.12K	487.24K	0	0
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.54%	13.84K	393.83K	0	0
Dec 31, 2025	VESTMENT FINANCIAL LLC	0.45%	11.52K	332.48K	0	0
Dec 31, 2025	AMBASSADOR ADVISORS, LLC	0.38%	9.89K	281.5K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	8.74K	249K	8.74K	+100.00%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.33%	8.43K	240.03K	8.43K	+100.00%
Dec 31, 2025	LEIGH BALDWIN & CO., LLC	0%	0	-	-4.69K	-100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.32%	8.15K	232.06K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.29%	7.46K	212.17K	-12	-0.16%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-11.42K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-20.76K	-100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0.78%	20.06K	570.88K	-13.1K	-39.51%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-14.91K	-100.00%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.24%	6.23K	177.16K	0	0
Dec 31, 2025	PFS PARTNERS, LLC	0.24%	6.17K	175.54K	-25	-0.40%
Dec 31, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.14%	3.68K	104.82K	0	0
Dec 31, 2025	UBS GROUP AG	0.1%	2.71K	76.98K	2.71K	+100.00%
Dec 31, 2025	NBC SECURITIES, INC.	0.09%	2.43K	69.04K	0	0
Dec 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	65	1.85K	65	+100.00%
Dec 31, 2025	LUMINIST CAPITAL LLC	0%	0	-	-13.27K	-100.00%
Dec 31, 2025	MMA ASSET MANAGEMENT LLC	0%	0	-	-4K	-100.00%
Dec 31, 2025	SYON CAPITAL LLC	0%	0	-	-26.12K	-100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.07%	1.74K	49.61K	-55.55K	-96.96%
Dec 31, 2025	JDM FINANCIAL GROUP LLC	0.04%	1.11K	31.45K	0	0
Dec 31, 2025	PFG ADVISORS	0.3%	7.76K	220.76K	200	+2.65%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	500	14.23K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	224	6.38K	0	0
Sep 30, 2025	PFG ADVISORS	0.29%	7.56K	210.63K	7.56K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.32%	8.15K	227.27K	0	0
Sep 30, 2025	AMBASSADOR ADVISORS, LLC	0.38%	9.89K	275.69K	9.89K	+100.00%
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.4%	10.4K	289.87K	10.4K	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.44%	11.42K	318.16K	11.42K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	11.44K	318.75K	1K	+9.58%
Sep 30, 2025	VESTMENT FINANCIAL LLC	0.45%	11.52K	321.84K	11.52K	+100.00%
Sep 30, 2025	LUMINIST CAPITAL LLC	0.51%	13.27K	369.98K	13.27K	+100.00%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.53%	13.84K	385.7K	1.85K	+15.41%
Sep 30, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.56%	14.37K	400.41K	14.37K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.05%	27.18K	757.68K	7.93K	+41.21%
Sep 30, 2025	SYON CAPITAL LLC	1.01%	26.12K	727.89K	26.12K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	2.47%	63.87K	1.78M	63.87K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.8%	20.76K	578.71K	20.76K	+100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-1.92K	-100.00%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.18%	4.69K	273.99K	4.69K	+100.00%
Sep 30, 2025	WEALTH ALLIANCE	0.71%	18.3K	509.95K	18.3K	+100.00%
Sep 30, 2025	MMA ASSET MANAGEMENT LLC	0.15%	4K	111.57K	4K	+100.00%
Sep 30, 2025	CORRADO ADVISORS, LLC	2.73%	70.63K	1.97M	35.04K	+98.47%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.09%	105.77K	2.95M	83.49K	+374.84%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.29%	7.47K	208.12K	7.47K	+100.00%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.66%	17.12K	477.17K	-699	-3.92%
Sep 30, 2025	CITADEL ADVISORS LLC	0.68%	17.55K	489.19K	17.55K	+100.00%
Sep 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.89%	23.02K	641.65K	0	0
Sep 30, 2025	AMERICANA PARTNERS, LLC	5.93%	153.54K	4.28M	80K	+108.79%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	224	6.24K	224	+100.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	500	13.94K	0	0
Sep 30, 2025	JDM FINANCIAL GROUP LLC	0.04%	1.11K	30.8K	1.11K	+100.00%
Sep 30, 2025	NBC SECURITIES, INC.	0.09%	2.43K	67.62K	2.43K	+100.00%
Sep 30, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.14%	3.68K	102.65K	3.68K	+100.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.93%	24.12K	672.28K	24.12K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.22%	31.62K	881.18K	31.62K	+100.00%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	1.68%	43.5K	1.21M	43.5K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	2.21%	57.3K	1.6M	56.99K	+18,502.60%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.24%	6.23K	173.51K	3.83K	+160.35%
Sep 30, 2025	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	4.02%	104.15K	2.9M	104.15K	+100.00%
Sep 30, 2025	PFS PARTNERS, LLC	0.24%	6.19K	172.61K	3.27K	+111.94%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	14.91K	415.6K	-15.8K	-51.44%
Sep 30, 2025	SIGMA PLANNING CORP	1.28%	33.16K	924.3K	12.94K	+64.02%
Sep 30, 2025	ALLWORTH FINANCIAL LP	24.41%	631.9K	17.61M	631.9K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.77%	45.75K	1.28M	44.66K	+4,120.02%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-375	-100.00%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	2.02%	11.99K	329.3K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	3.41%	20.22K	556.34K	20.22K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.76%	22.27K	613K	0	0
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	3.89%	23.02K	633.47K	0	0
Jun 30, 2025	CORRADO ADVISORS, LLC	6.01%	35.59K	979.19K	-113	-0.32%
Jun 30, 2025	AMERICANA PARTNERS, LLC	12.42%	73.54K	2.02M	-4.16K	-5.36%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.08%	500	13.76K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	1.08K	29.83K	0	0
Jun 30, 2025	UBS GROUP AG	0.32%	1.92K	52.83K	1.91K	+31,900.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.4%	2.39K	65.79K	-80	-3.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	375	10.32K	375	+100.00%
Jun 30, 2025	PFS PARTNERS, LLC	0.49%	2.92K	80.41K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1.38%	8.15K	224.37K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	3.25%	19.25K	529.73K	4.64K	+31.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.76%	10.44K	287.24K	9.46K	+965.20%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-500	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-13.72K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	308	8.48K	-4.5K	-93.59%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.19%	30.71K	844.93K	-18.57K	-37.69%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	3.01%	17.82K	490.32K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.78%	49.28K	1.25M	6.39K	+14.89%
Mar 31, 2025	AMERICANA PARTNERS, LLC	12.27%	77.7K	1.97M	77.7K	+100.00%
Mar 31, 2025	LANTZ FINANCIAL LLC	0%	0	-	-9.24K	-100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-18.41K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-577	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	6	152	-115	-95.04%
Mar 31, 2025	IFP ADVISORS, INC	0.08%	500	12.68K	0	0
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.08%	500	12.68K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	980	24.84K	-5.64K	-85.20%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	1.08K	27.48K	0	0
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.39%	2.47K	62.65K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1.29%	8.15K	206.73K	0	0
Mar 31, 2025	PFS PARTNERS, LLC	0.46%	2.92K	74.08K	0	0
Mar 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	1.89%	11.99K	294.09K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	2.17%	13.72K	347.75K	13.72K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.31%	14.61K	370.46K	-726	-4.73%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	2.81%	17.82K	451.77K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.52%	22.27K	565K	-295	-1.31%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.76%	4.81K	121.87K	514	+11.97%
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	3.64%	23.02K	583.66K	-4.4K	-16.04%
Mar 31, 2025	CORRADO ADVISORS, LLC	5.64%	35.7K	905.07K	-40	-0.11%
Mar 31, 2025	WPWEALTH LLP	0%	0	-	-8.35K	-100.00%

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