How many institutions own PSTP 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 PSTP shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Innovator Power Buffer Step-Up Strategy ETF stock?

OPUS FINANCIAL SOLUTIONS LLC, in the last quarter, reduced its stake in PSTP by -0.53% restricting it's holding to 11.36 thousand shares of worth nearly $417.88K. AIRE ADVISORS, LLC also lessened -2.61% of the PSTP shares from its portfolio, reducing its holding to 71.77 thousand shares of worth $2.64M. TRADITION WEALTH MANAGEMENT, LLC also shunned PSTP shares holding by -1.38% last quarter which brought its holding to 15.43 thousand shares worth $567.52K.

Investors who are buying PSTP stock?

As per its latest 13F filing, CAPITAL INVESTMENT ADVISORY SERVICES, LLC increased its stake in PSTP by 2.82% in the last quarter. The institutional holder raised its holding to 11.59 thousand shares having worth more than $426.45K. NUVEEN, LLC also added 100% more shares of PSTP to its portfolio, raising its holding to 12.89 thousand shares of worth $474.20K. SOUTHERN CAPITAL ADVISORS, LLC also increased its PSTP shares holding by 10.06% which brought its holding to 19.2 thousand shares worth $706.40K.

PSTP's major insiders: who are they?

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

Did an insider recently sell PSTP stock?

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

Which insider recently purchased PSTP stock?

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

How much of PSTP does insiders own?

Around 0 Innovator Power Buffer Step-Up Strategy ETF shares are held by insiders, which represents about N/A of PSTP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PSTP?

CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the largest institutional owner in PSTP which holds 11.59 thousand shares worth $426.45K or 0.32% of the total PSTP shares outstanding followed by NUVEEN, LLC with ownership of 12.89 thousand shares representing 0.36% of the PSTP ownership. MODERA WEALTH MANAGEMENT, LLC is the third largest stakeholder with 13.02 thousand shares or 0.36% of the ownership worth more than $478.94K.

Is Innovator Power Buffer Step-Up Strategy 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 PSTP is concerned, it is a stock which is not optionable.

Is there a short position on PSTP's shares?

Number of PSTP 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 PSTP shares are there?

As of today, null shares of PSTP are outstanding.

Is there many float in PSTP 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, PSTP has null shares in float.

PSTP 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 PSTP is null.

Innovator Power Buffer Step-Up Strategy ETF (PSTP) 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. CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the top corporate investor, holding 11.59K shares valued at $426.45K. A 0.32% stake in Innovator Power Buffer Step-Up Strategy ETF is owned by the company. NUVEEN, LLC owns 12.89K shares valued at $474.20K, which translates its holding of 0.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.32%	11.59K	426.45K	318	+2.82%
Jun 30, 2026	NUVEEN, LLC	0.36%	12.89K	474.2K	12.89K	+100.00%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.36%	13.02K	478.94K	0	0
Jun 30, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.54%	19.2K	706.4K	1.76K	+10.06%
Jun 30, 2026	MORGAN STANLEY	0.01%	366	13.46K	0	0
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0.02%	642	23.62K	134	+26.38%
Jun 30, 2026	LUMINIST CAPITAL LLC	0.03%	989	35.61K	989	+100.00%
Jun 30, 2026	OAKMONT ADVISORY GROUP, LLC	0.08%	2.96K	108.79K	2.96K	+100.00%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.15%	5.53K	203.35K	5.53K	+100.00%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	0.16%	5.77K	212.18K	5.77K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	5.84K	215K	5.84K	+100.00%
Jun 30, 2026	STEGENT EQUITY ADVISORS, INC.	0.17%	6.15K	226.38K	0	0
Jun 30, 2026	RIVERCHASE WEALTH MANAGEMENT, LLC	0.17%	6.24K	229.43K	6.24K	+100.00%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.18%	6.54K	240.54K	6.54K	+100.00%
Jun 30, 2026	GTS SECURITIES LLC	0.25%	9.07K	333.68K	0	0
Jun 30, 2026	OCCIDENTAL ASSET MANAGEMENT, LLC	0.29%	10.53K	387.16K	25	+0.24%
Jun 30, 2026	OPUS FINANCIAL SOLUTIONS LLC	0.32%	11.36K	417.88K	-60	-0.53%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.65%	59.28K	2.18M	2.09K	+3.65%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1.78%	63.87K	2.35M	0	0
Jun 30, 2026	AIRE ADVISORS, LLC	2%	71.77K	2.64M	-1.92K	-2.61%
Jun 30, 2026	LINEWEAVER WEALTH ADVISORS, LLC	5.75%	206.06K	7.58M	0	0
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.43%	15.43K	567.52K	-216	-1.38%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	6.13%	219.74K	8.08M	-14.11K	-6.03%
Jun 30, 2026	CITADEL ADVISORS LLC	0.54%	19.46K	715.73K	19.46K	+100.00%
Jun 30, 2026	WILLIAM MACK & ASSOCIATES, INC.	0.6%	21.38K	786.39K	0	0
Jun 30, 2026	MOSLEY WEALTH MANAGEMENT	0.61%	21.72K	798.97K	19.72K	+983.83%
Jun 30, 2026	OFC FINANCIAL PLANNING, LLC	0.78%	28.09K	1.03M	-2.51K	-8.20%
Jun 30, 2026	LPL FINANCIAL LLC	0.53%	19.1K	702.59K	151	+0.80%
Jun 30, 2026	CAMBRIDGE ADVISORS INC.	0.51%	18.21K	669.67K	-2.42K	-11.71%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.88%	31.7K	1.17M	426	+1.36%
Jun 30, 2026	WEALTHGARDEN F.S. LLC	0.96%	34.43K	1.27M	-707	-2.01%
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	1.16%	41.53K	1.53M	-1.86K	-4.29%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.43%	51.11K	1.88M	598	+1.18%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.14%	76.63K	2.82M	6.99K	+10.03%
Jun 30, 2026	KRILOGY FINANCIAL LLC	2.9%	104.08K	3.83M	-450	-0.43%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.89%	139.47K	5.13M	5.95K	+4.46%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.56%	19.94K	733.31K	9.41K	+89.39%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	4.31%	154.3K	5.68M	22.39K	+16.97%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	4.73%	169.56K	6.24M	-7.27K	-4.11%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	8.88%	318.34K	11.71M	-22.76K	-6.67%
Jun 30, 2026	NEST INVESTMENTS, LLC	0.73%	26.09K	959.84K	701	+2.76%
Jun 30, 2026	ADDISON CAPITAL CO	0.75%	27.04K	994.72K	426	+1.60%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.19%	6.77K	249.07K	-4.16K	-38.03%
Jun 30, 2026	PLANWISER FINANCIAL, LLC	0.2%	7.35K	270.26K	-20	-0.27%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	6.93%	248.31K	9.13M	-3.7K	-1.47%
Jun 30, 2026	BROWN WEALTH MANAGEMENT, LLC	7.7%	275.78K	10.14M	-36.92K	-11.81%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.21%	7.5K	275.89K	0	0
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.26%	9.2K	338.42K	0	0
Jun 30, 2026	COFG ADVISORS, LLC	0.27%	9.61K	353.54K	605	+6.72%
Jun 30, 2026	FSA ADVISORS, INC.	0.29%	10.25K	377.14K	-249	-2.37%
Mar 31, 2026	OFC FINANCIAL PLANNING, LLC	0.85%	30.6K	1.05M	-10	-0.03%
Mar 31, 2026	WEALTHGARDEN F.S. LLC	0.98%	35.14K	1.21M	-195	-0.55%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	1.21%	43.39K	1.5M	1.09K	+2.58%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	1.78%	63.87K	2.21M	63.87K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.6%	57.19K	1.97M	57.19K	+100.00%
Mar 31, 2026	LINEWEAVER WEALTH ADVISORS, LLC	5.75%	206.06K	7.1M	-132	-0.06%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	6.53%	233.85K	8.06M	14.35K	+6.54%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	7.03%	252.01K	8.69M	-268.07K	-51.54%
Mar 31, 2026	BROWN WEALTH MANAGEMENT, LLC	8.73%	312.7K	10.78M	21.74K	+7.47%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	9.52%	341.1K	11.76M	-10.51K	-2.99%
Mar 31, 2026	MOSLEY WEALTH MANAGEMENT	0.06%	2K	69.7K	2K	+100.00%
Mar 31, 2026	STEGENT EQUITY ADVISORS, INC.	0.17%	6.15K	212.13K	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.18%	6.5K	223.88K	6.5K	+100.00%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.36%	13.02K	448.8K	0	0
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.44%	15.64K	539.25K	-39	-0.25%
Mar 31, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.49%	17.45K	601.45K	-9	-0.05%
Mar 31, 2026	CAMBRIDGE ADVISORS INC.	0.58%	20.62K	710.77K	-1.7K	-7.62%
Mar 31, 2026	ADDISON CAPITAL CO	0.74%	26.62K	917.47K	26.62K	+100.00%
Mar 31, 2026	SUNBELT SECURITIES, INC.	9.13%	327.14K	11.28M	-33.35K	-9.25%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0%	0	-	-8.62K	-100.00%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.05%	1.8K	62.05K	400	+28.57%
Mar 31, 2026	OPUS FINANCIAL SOLUTIONS LLC	0.32%	11.42K	393.65K	-5	-0.04%
Mar 31, 2026	WILLIAM MACK & ASSOCIATES, INC.	0.6%	21.38K	736.9K	-372	-1.71%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.87%	31.27K	1.08M	2.99K	+10.55%
Mar 31, 2026	PLANWISER FINANCIAL, LLC	0.21%	7.37K	263.05K	-1.47K	-16.62%
Mar 31, 2026	NEST INVESTMENTS, LLC	0.71%	25.39K	875.26K	3.36K	+15.23%
Mar 31, 2026	LUMINIST CAPITAL LLC	0%	0	-	-339	-100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	329	11.16K	-4.25K	-92.81%
Mar 31, 2026	MORGAN STANLEY	0.01%	366	12.62K	-3.26K	-89.90%
Mar 31, 2026		0.01%	508	17.51K	0	0
Mar 31, 2026	CAPE INVESTMENT ADVISORY, INC.	0.26%	9.2K	317.12K	200	+2.22%
Mar 31, 2026	OCCIDENTAL ASSET MANAGEMENT, LLC	0.29%	10.5K	361.94K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.94%	69.64K	2.4M	3.87K	+5.89%
Mar 31, 2026	AIRE ADVISORS, LLC	2.06%	73.69K	2.54M	-2.18K	-2.87%
Mar 31, 2026	KRILOGY FINANCIAL LLC	2.92%	104.53K	3.74M	-7.63K	-6.81%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	3.68%	131.91K	4.55M	22.01K	+20.02%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0%	0	-	-6.61K	-100.00%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	345	0	0
Mar 31, 2026	KEY CAPITAL MANAGEMENT, INC	0.01%	508	17.51K	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.21%	7.5K	258.53K	0	0
Mar 31, 2026	COFG ADVISORS, LLC	0.25%	9.01K	310.44K	95	+1.07%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.29%	10.53K	362.83K	10.53K	+100.00%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.41%	50.52K	1.74M	5.77K	+12.90%
Mar 31, 2026	GTS SECURITIES LLC	0.25%	9.07K	312.68K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.53%	18.95K	653.17K	-99	-0.52%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	4.93%	176.83K	6.1M	145.58K	+465.72%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.73%	133.52K	4.6M	8.32K	+6.65%
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	0	-	-388	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	50	1.72K	50	+100.00%
Mar 31, 2026	BARCLAYS PLC	0.01%	232	8K	232	+100.00%
Mar 31, 2026	FSA ADVISORS, INC.	0.29%	10.5K	362K	-10.71K	-50.50%
Mar 31, 2026	SKOPOS LABS, INC.	0.29%	10.56K	363.97K	1.85K	+21.30%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.3%	10.93K	376.62K	2.86K	+35.44%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.31%	11.28K	388.65K	8.98K	+391.07%
Dec 31, 2025	LUMINIST CAPITAL LLC	0.01%	339	11.98K	0	0
Dec 31, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.29%	10.5K	371.16K	3.75K	+55.56%
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.25%	9K	318.14K	9K	+100.00%
Dec 31, 2025	SKOPOS LABS, INC.	0.24%	8.71K	308.55K	8.71K	+100.00%
Dec 31, 2025	PLANWISER FINANCIAL, LLC	0.25%	8.84K	313.12K	-185	-2.05%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	354	0	0
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.24%	8.62K	304.78K	8.62K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.23%	8.07K	285.16K	-1.54K	-16.05%
Dec 31, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.18%	6.61K	235.46K	-69	-1.03%
Dec 31, 2025	STEGENT EQUITY ADVISORS, INC.	0.17%	6.15K	217.54K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.13%	4.58K	161.83K	-3.1K	-40.39%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-15.3K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-423	-100.00%
Dec 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0%	0	-	-6.64K	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.48%	125.2K	4.43M	-1.41K	-1.12%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.87%	31.26K	1.1M	-2.15K	-6.43%
Dec 31, 2025	OFC FINANCIAL PLANNING, LLC	0.84%	30.61K	1.08M	359	+1.19%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.79%	28.29K	999.94K	1.78K	+6.69%
Dec 31, 2025	CAMBRIDGE ADVISORS INC.	0.62%	22.32K	788.98K	-100	-0.45%
Dec 31, 2025	FSA ADVISORS, INC.	0.59%	21.21K	365.33K	21.21K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.53%	19.05K	673.32K	-94	-0.49%
Dec 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.48%	17.46K	617.1K	28	+0.16%
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.44%	15.68K	554.37K	-228	-1.43%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.36%	13.02K	460.24K	0	0
Dec 31, 2025	MORGAN STANLEY	0.1%	3.63K	128.14K	3.26K	+890.44%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	2.3K	81.16K	532	+30.16%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	1.4K	49.49K	0	0
Dec 31, 2025		0.01%	508	17.96K	508	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	388	13.72K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-8.31K	-100.00%
Dec 31, 2025	GTS SECURITIES LLC	0.25%	9.07K	320.64K	9.07K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-65	-100.00%
Dec 31, 2025	KFG WEALTH MANAGEMENT, LLC	14.36%	520.08K	18.38M	-130.58K	-20.07%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	9.76%	351.61K	12.43M	-6.77K	-1.89%
Dec 31, 2025	BROWN WEALTH MANAGEMENT, LLC	8.15%	290.97K	10.29M	13.03K	+4.69%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	6.07%	219.51K	7.76M	925	+0.42%
Dec 31, 2025	LINEWEAVER WEALTH ADVISORS, LLC	5.69%	206.2K	7.29M	-3.15K	-1.51%
Dec 31, 2025	ROVIN CAPITAL /UT/ /ADV	3.92%	140.15K	4.95M	2.66K	+1.94%
Dec 31, 2025	KRILOGY FINANCIAL LLC	3.1%	112.16K	4M	-16.14K	-12.58%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	3.05%	109.9K	3.88M	45.66K	+71.06%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.83%	65.77K	2.32M	-2.92K	-4.26%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	7.5K	265.11K	0	0
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.25%	44.74K	1.58M	1.86K	+4.33%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.18%	42.3K	1.5M	-27.68K	-39.55%
Dec 31, 2025	WEALTHGARDEN F.S. LLC	0.99%	35.34K	1.26M	-2.9K	-7.59%
Dec 31, 2025	SUNBELT SECURITIES, INC.	9.95%	360.49K	12.74M	19.19K	+5.62%
Dec 31, 2025	AIRE ADVISORS, LLC	2.11%	75.87K	2.68M	-321	-0.42%
Sep 30, 2025	LUMINIST CAPITAL LLC	0.01%	339	11.82K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	1.72%	64.25K	2.23M	56.35K	+713.55%
Sep 30, 2025	BROWN WEALTH MANAGEMENT, LLC	7.43%	277.94K	9.67M	52.03K	+23.03%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	5.85%	218.58K	7.6M	3.85K	+1.79%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.26%	9.61K	334.2K	0	0
Sep 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	0	-	-8.1K	-100.00%
Sep 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.18%	6.68K	234.37K	-109	-1.60%
Sep 30, 2025	JPMORGAN CHASE & CO	0.21%	7.68K	267.11K	7.35K	+2,234.35%
Sep 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.47%	17.43K	606.2K	-751	-4.13%
Sep 30, 2025		0.58%	21.75K	756.47K	0	0
Sep 30, 2025	OFC FINANCIAL PLANNING, LLC	0.81%	30.25K	1.05M	-575	-1.87%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.15%	42.89K	1.49M	3.15K	+7.93%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-6.06K	-100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.39%	126.61K	4.4M	9.58K	+8.19%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.43%	15.91K	553.39K	-1.73K	-9.80%
Sep 30, 2025	CAMBRIDGE ADVISORS INC.	0.6%	22.42K	779.77K	-100	-0.44%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.71%	26.51K	922.13K	26.51K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	68.7K	2.39M	1.01K	+1.49%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.87%	69.98K	2.43M	33.32K	+90.87%
Sep 30, 2025	AIRE ADVISORS, LLC	2.04%	76.19K	2.65M	-3.66K	-4.59%
Sep 30, 2025	LINEWEAVER WEALTH ADVISORS, LLC	5.6%	209.35K	7.28M	-1.74K	-0.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	9.59%	358.37K	12.46M	-7.97K	-2.18%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	15.3K	532.17K	15.3K	+100.00%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.35%	13.02K	452.84K	0	0
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	3.68%	137.49K	4.78M	-1.02K	-0.74%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.89%	33.41K	1.15M	1.07K	+3.30%
Sep 30, 2025	SUNBELT SECURITIES, INC.	9.13%	341.3K	11.87M	78.94K	+30.09%
Sep 30, 2025	KFG WEALTH MANAGEMENT, LLC	17.4%	650.66K	22.63M	50.79K	+8.47%
Sep 30, 2025	LPL FINANCIAL LLC	0.51%	19.14K	665.76K	19.14K	+100.00%
Sep 30, 2025	WEALTHGARDEN F.S. LLC	1.02%	38.24K	1.33M	1.99K	+5.49%
Sep 30, 2025	KRILOGY FINANCIAL LLC	3.43%	128.3K	4.48M	-5.43K	-4.06%
Sep 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.18%	6.64K	230.98K	430	+6.92%
Sep 30, 2025	MORGAN STANLEY	0.01%	366	12.73K	0	0
Sep 30, 2025	PLANWISER FINANCIAL, LLC	0.24%	9.02K	316.33K	145	+1.63%
Sep 30, 2025	CITADEL ADVISORS LLC	0.22%	8.31K	288.95K	8.31K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.2%	7.5K	260.85K	0	0
Sep 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.18%	6.75K	234.77K	0	0
Sep 30, 2025	STEGENT EQUITY ADVISORS, INC.	0.16%	6.15K	214.04K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	1.76K	61.35K	-75	-4.08%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.04%	1.4K	48.69K	1.4K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.01%	423	14.71K	423	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	388	13.5K	388	+100.00%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	348	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	6.16%	214.74K	7.17M	10.57K	+5.18%
Jun 30, 2025	TOWNSQUARE CAPITAL LLC	0%	0	-	-182.72K	-100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	334	0	0
Jun 30, 2025	UBS GROUP AG	0%	0	-	-698	-100.00%
Jun 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.18%	6.21K	207.28K	-253	-3.91%
Jun 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.19%	6.75K	225.27K	0	0
Jun 30, 2025	BARCLAYS PLC	0%	0	-	-128	-100.00%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.19%	6.79K	231.91K	-86	-1.25%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.51%	17.64K	588.71K	-194	-1.09%
Jun 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.52%	18.18K	606.75K	-1.88K	-9.36%
Jun 30, 2025	WEALTHGARDEN F.S. LLC	1.04%	36.25K	1.23M	5.61K	+18.32%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.36%	117.03K	3.91M	11.32K	+10.71%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	7.5K	250.3M	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.23%	7.9K	263.55K	7.9K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	10.51%	366.35K	12.23M	95.58K	+35.30%
Jun 30, 2025	CAMBRIDGE ADVISORS INC.	0.65%	22.52K	751.57K	-1.04K	-4.41%
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.23%	8.1K	270.39K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.28%	9.61K	320.68K	0	0
Jun 30, 2025	BROWN WEALTH MANAGEMENT, LLC	6.48%	225.91K	7.54M	43.87K	+24.10%
Jun 30, 2025	LUMINIST CAPITAL LLC	0.01%	339	11.32K	0	0
Jun 30, 2025	PLANWISER FINANCIAL, LLC	0.25%	8.88K	301.31M	1.18K	+15.39%
Jun 30, 2025	OFC FINANCIAL PLANNING, LLC	0.88%	30.82K	1.03M	471	+1.55%
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.05%	36.66K	1.22M	36.66K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-21.61K	-100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-7.58K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	329	10.98K	-1.93K	-85.42%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	6.06K	202K	-2.29K	-27.41%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.14%	39.74K	1.33M	1.67K	+4.39%
Jun 30, 2025	AIRE ADVISORS, LLC	2.29%	79.86K	2.67M	-9.08K	-10.21%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	3.97%	138.51K	4.62M	14.67K	+11.85%
Jun 30, 2025	LINEWEAVER WEALTH ADVISORS, LLC	6.06%	211.09K	7.04M	594	+0.28%
Jun 30, 2025	SUNBELT SECURITIES, INC.	7.53%	262.36K	8.4M	-57.51K	-17.98%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	17.21%	599.87K	20.02M	21.41K	+3.70%
Jun 30, 2025	KRILOGY FINANCIAL LLC	3.84%	133.73K	4.46M	-8.6K	-6.04%
Jun 30, 2025		0.01%	339	11.32K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.28%	9.79K	326.92K	-41.38K	-80.87%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	32.34K	1.08M	1.54K	+5.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.94%	67.68K	2.26M	-5.62K	-7.67%
Jun 30, 2025	STEGENT EQUITY ADVISORS, INC.	0.18%	6.15K	205.38K	6.15K	+100.00%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.37%	13.02K	434.52K	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	366	12.22M	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	1.84K	61.37K	1.84K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.24%	7.58K	238.15K	7.58K	+100.00%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.25%	8.1K	254.45K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	8.35K	262K	-240	-2.79%
Mar 31, 2025	CAMBRIDGE ADVISORS INC.	0.74%	23.56K	739.91K	0	0
Mar 31, 2025	WEALTHGARDEN F.S. LLC	0.96%	30.64K	962.19K	1.19K	+4.02%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	5.75%	182.72K	5.74M	8.84K	+5.08%
Mar 31, 2025	UBS GROUP AG	0.02%	698	21.92K	698	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.61%	51.17K	1.61M	-1.47K	-2.78%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.31%	73.31K	2.3M	3.28K	+4.69%
Mar 31, 2025	AIRE ADVISORS, LLC	2.8%	88.94K	2.79M	-45.32K	-33.76%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.33%	105.71K	3.32M	4.06K	+3.99%
Mar 31, 2025	LINEWEAVER WEALTH ADVISORS, LLC	6.62%	210.5K	6.61M	5.22K	+2.54%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.3%	9.61K	301.77K	-695	-6.75%
Mar 31, 2025	STEGENT EQUITY ADVISORS, INC.	0%	0	-	-6.27K	-100.00%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	315	0	0
Mar 31, 2025	BARCLAYS PLC	0%	128	4K	128	+100.00%
Mar 31, 2025		0.01%	339	10.68K	0	0
Mar 31, 2025	MORGAN STANLEY	0.01%	366	11.49K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.07%	2.26K	70.91K	-1.56K	-40.92%
Mar 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.2%	6.46K	203K	-16.39K	-71.72%
Mar 31, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.22%	6.88K	215.46K	-988	-12.56%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.24%	7.5K	235.54K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	8.52%	270.76K	8.5M	-16.63K	-5.79%
Mar 31, 2025	SUNBELT SECURITIES, INC.	10.06%	319.87K	10.05M	58.56K	+22.41%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.97%	30.8K	967.29K	9.94K	+47.62%
Mar 31, 2025	KFG WEALTH MANAGEMENT, LLC	18.2%	578.46K	18.17M	8.37K	+1.47%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.2%	38.07K	1.2M	6.11K	+19.13%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	6.42%	204.16K	6.41M	13.23K	+6.93%
Mar 31, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.21%	6.75K	211.99K	0	0
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.41%	13.02K	408.9K	0	0
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.56%	17.83K	560.08K	-931	-4.96%
Mar 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.63%	20.06K	629.94K	210	+1.06%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.68%	21.61K	678.76K	-852	-3.79%
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	3.9%	123.84K	3.89M	123.84K	+100.00%
Mar 31, 2025	KRILOGY FINANCIAL LLC	4.48%	142.33K	4.47M	-14.55K	-9.27%
Mar 31, 2025	BROWN WEALTH MANAGEMENT, LLC	5.73%	182.04K	5.72M	7.6K	+4.36%

Frequently Asked Questions