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

Who are the major shareholders selling Innovator S&P 500 Ultra Buffer ETF — July stock?

MML INVESTORS SERVICES, LLC, in the last quarter, reduced its stake in UJUL by -76.68% restricting it's holding to 7.92 thousand shares of worth nearly $322.82K. BROOKSTONE CAPITAL MANAGEMENT also lessened -9.42% of the UJUL shares from its portfolio, reducing its holding to 75.09 thousand shares of worth $3.06M. KFG WEALTH MANAGEMENT, LLC also shunned UJUL shares holding by -5.13% last quarter which brought its holding to 96.87 thousand shares worth $3.95M.

Investors who are buying UJUL stock?

As per its latest 13F filing, BRINKER CAPITAL INVESTMENTS, LLC increased its stake in UJUL by 9.82% in the last quarter. The institutional holder raised its holding to 66.33 thousand shares having worth more than $2.70M. FOUNDATIONS INVESTMENT ADVISORS, LLC also added 4.28% more shares of UJUL to its portfolio, raising its holding to 78.98 thousand shares of worth $3.22M. C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS also increased its UJUL shares holding by 4.91% which brought its holding to 183.96 thousand shares worth $7.50M.

UJUL's major insiders: who are they?

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

Did an insider recently sell UJUL stock?

Company executives, directors, and other insiders own N/A percent of Innovator S&P 500 Ultra Buffer ETF — July's stock. Within the last six months, there have been 0 transaction(s) in which UJUL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UJUL stock?

There have been 0 transaction(s) during the past 6-months in which Innovator S&P 500 Ultra Buffer ETF — July insiders have bought stock, totalling 0 shares

How much of UJUL does insiders own?

Around 0 Innovator S&P 500 Ultra Buffer ETF — July shares are held by insiders, which represents about N/A of UJUL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in UJUL?

MML INVESTORS SERVICES, LLC is the largest institutional owner in UJUL which holds 7.92 thousand shares worth $322.82K or 0.14% of the total UJUL shares outstanding followed by BRINKER CAPITAL INVESTMENTS, LLC with ownership of 66.33 thousand shares representing 1.2% of the UJUL ownership. BROOKSTONE CAPITAL MANAGEMENT is the third largest stakeholder with 75.09 thousand shares or 1.36% of the ownership worth more than $3.06M.

Is Innovator S&P 500 Ultra Buffer ETF — July 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 UJUL is concerned, it is a stock which is not optionable.

Is there a short position on UJUL's shares?

Number of UJUL 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 UJUL shares are there?

As of today, null shares of UJUL are outstanding.

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

UJUL 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 UJUL is null.

Innovator S&P 500 Ultra Buffer ETF — July (UJUL) 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. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 7.92K shares valued at $322.82K. A 0.14% stake in Innovator S&P 500 Ultra Buffer ETF — July is owned by the company. BRINKER CAPITAL INVESTMENTS, LLC owns 66.33K shares valued at $2.70M, which translates its holding of 1.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.14%	7.92K	322.82K	-26.03K	-76.68%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.2%	66.33K	2.7M	5.93K	+9.82%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.36%	75.09K	3.06M	-7.81K	-9.42%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.43%	78.98K	3.22M	3.24K	+4.28%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	1.76%	96.87K	3.95M	-5.24K	-5.13%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.34%	183.96K	7.5M	8.61K	+4.91%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	3.57%	196.63K	8.02M	-51.93K	-20.89%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	5.11%	281.97K	11.5M	3.78K	+1.36%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	10.96K	447.01K	1.05K	+10.59%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.21%	11.39K	464.53K	1.47K	+14.78%
Jun 30, 2026	SOUDERS FINANCIAL ADVISORS	0.21%	11.68K	476.19K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.22%	11.96K	487.45K	72	+0.61%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.24%	13.12K	534.82K	-246	-1.84%
Jun 30, 2026	INVESTRUST	0.29%	16.26K	662.84K	0	0
Jun 30, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.3%	16.68K	679.84K	0	0
Jun 30, 2026	CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC	0.33%	18.37K	748.74K	18.37K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.42%	23.01K	938.2K	-25.8K	-52.85%
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.55%	30.16K	1.23M	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	32.14K	1.31M	1.15K	+3.72%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.71%	38.98K	1.6M	15.42K	+65.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.57%	31.6K	1.29M	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.76%	41.68K	1.71M	11.67K	+38.89%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.81%	44.41K	1.81M	-3.88K	-8.02%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.83%	45.66K	1.86M	-73	-0.16%
Jun 30, 2026	CERITY PARTNERS LLC	0.85%	46.96K	1.91M	3.35K	+7.68%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	1.05%	57.75K	2.35M	1.86K	+3.33%
Jun 30, 2026	CENTRAL VALLEY ADVISORS, LLC	1.06%	58.25K	2.37M	6.4K	+12.34%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	1.06%	58.45K	2.38M	70	+0.12%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.17%	9.41K	383.77K	2.86K	+43.71%
Jun 30, 2026	ALTFEST L J & CO INC	0.15%	8.51K	346.83K	-88	-1.02%
Jun 30, 2026	CREATIVE PLANNING	0.16%	8.71K	355.11K	8.71K	+100.00%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.16%	8.8K	358.74K	8.8K	+100.00%
Jun 30, 2026	ALTIUM INVESTMENT STRATEGIES LLC	0.17%	9.21K	376.9K	9.21K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.19%	65.77K	2.68M	2.73K	+4.33%
Jun 30, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.11%	5.99K	244.25K	0	0
Jun 30, 2026	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.47K	263.78K	-30	-0.46%
Jun 30, 2026	SMITH SHELLNUT WILSON LLC /ADV	0.12%	6.53K	266.27K	0	0
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.2%	10.95K	446.31K	2.02K	+22.63%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	11.99K	488.79K	0	0
Jun 30, 2026	RETIREMENT GUYS FORMULA LLC	0.22%	12.04K	490.71K	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.22%	12.07K	492.01K	-289.79K	-96.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.23%	12.5K	509.63K	345	+2.84%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	13K	529.81K	-1.04K	-7.40%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.24%	13.1K	533.88K	-11.37K	-46.47%
Jun 30, 2026	JPMORGAN CHASE & CO	0.25%	13.73K	558.14K	-52	-0.38%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.26%	14.54K	592.59K	14.54K	+100.00%
Jun 30, 2026	WPWEALTH LLP	0.35%	19.43K	792.32K	-3.43K	-14.99%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.36%	20.09K	819K	-2.7K	-11.85%
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.37%	20.6K	840.03K	20.6K	+100.00%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.44%	24.11K	983.01K	0	0
Jun 30, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.44%	24.37K	996.69K	14.31K	+142.20%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.59%	32.65K	1.32M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.75%	41.18K	1.68M	8.22K	+24.93%
Jun 30, 2026	IMG WEALTH MANAGEMENT, INC.	1.16%	64K	2.61M	-107	-0.17%
Jun 30, 2026		0.17%	9.21K	376.9K	9.21K	+100.00%
Jun 30, 2026	ARCHER INVESTMENT CORP	0.19%	10.29K	419.4K	-545	-5.03%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.19%	10.49K	427.76K	2.36K	+28.94%
Jun 30, 2026	RFG ADVISORY, LLC	0.19%	10.66K	434.57K	-676	-5.96%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.18%	9.93K	380.17K	-982	-9.00%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.18%	10.06K	395.17K	0	0
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.47%	26.13K	1M	-4.03K	-13.36%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.59%	32.65K	1.3M	0	0
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	1.06%	58.38K	2.24M	7	+0.01%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.1%	60.39K	2.31M	5.31K	+9.63%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.2%	10.83K	414.83K	-1.98K	-15.43%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.2%	10.99K	420K	0	0
Mar 31, 2026	RFG ADVISORY, LLC	0.21%	11.34K	434.1K	-120	-1.05%
Mar 31, 2026	SOUDERS FINANCIAL ADVISORS	0.21%	11.68K	447.31K	-515	-4.22%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.22%	11.88K	455.12K	620	+5.50%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	11.99K	459.14K	0	0
Mar 31, 2026	RETIREMENT GUYS FORMULA LLC	0.22%	12.04K	460.94K	-5	-0.04%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.22%	12.16K	465.5K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	13.36K	511.8K	-79	-0.59%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.54%	30.01K	1.16M	-105.67K	-77.88%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.55%	30.16K	1.15M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	30.99K	1.19M	127	+0.41%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.57%	31.6K	1.21M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.6%	32.97K	1.26M	-709	-2.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	63.04K	2.41M	-140	-0.22%
Mar 31, 2026	IMG WEALTH MANAGEMENT, INC.	1.16%	64.11K	2.46M	-282	-0.44%
Mar 31, 2026	O'CONNOR FINANCIAL GROUP LLC	0.38%	20.9K	800.45K	19	+0.09%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.41%	22.79K	872.8K	-10.89K	-32.34%
Mar 31, 2026	WPWEALTH LLP	0.41%	22.86K	875.55K	-3.17K	-12.19%
Mar 31, 2026	CENTRAL VALLEY ADVISORS, LLC	0.94%	51.85K	1.99M	-381	-0.73%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.37%	75.74K	2.9M	1.14K	+1.53%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.5%	82.89K	3.17M	-2.5K	-2.93%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	1.85%	102.11K	3.91M	-31.3K	-23.46%
Mar 31, 2026	CWM, LLC	2.27%	125.38K	4.8M	2.71K	+2.21%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	4.51%	248.56K	9.52M	-1.98K	-0.79%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	5.04%	278.19K	10.65M	-10.83K	-3.75%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.62%	33.95K	1.3M	-659	-1.90%
Mar 31, 2026	JPMORGAN CHASE & CO	0.25%	13.78K	518.91K	-342	-2.42%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.26%	14.37K	550K	-314	-2.14%
Mar 31, 2026	INVESTRUST	0.29%	16.26K	622.63K	0	0
Mar 31, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.3%	16.68K	638.6K	-500	-2.91%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.43%	23.56K	902.43K	7.65K	+48.04%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.44%	24.11K	923.38K	-1.16K	-4.59%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.44%	24.46K	936.78K	-584	-2.33%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.18%	175.35K	6.72M	10.12K	+6.12%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.1%	5.49K	210.09K	-206	-3.62%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	5.78K	221.28K	0	0
Mar 31, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.11%	5.99K	229.44K	0	0
Mar 31, 2026	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.5K	248.93K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.12%	6.55K	250.85K	173	+2.71%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.13%	7K	268K	-6.31K	-47.43%
Mar 31, 2026	ALTFEST L J & CO INC	0.16%	8.6K	329.16K	0	0
Mar 31, 2026	CERITY PARTNERS LLC	0.79%	43.61K	1.67M	0	0
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.16%	8.93K	341.88K	758	+9.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.47%	301.86K	11.56M	22.38K	+8.01%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.83%	45.73K	1.75M	233	+0.51%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	14.03K	537.46K	-32.14K	-69.61%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.83%	45.74K	1.77M	-5.53K	-10.78%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.88%	48.29K	1.85M	-1.17K	-2.36%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.89%	48.81K	1.87M	1.72K	+3.64%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	1.01%	55.89K	2.14M	-1.29K	-2.26%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	9.91K	379.68K	-2.24K	-18.42%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.9%	49.46K	1.92M	-1.23K	-2.42%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.55%	85.39K	3.31M	-1.55M	-94.77%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.35%	74.6K	2.89M	58.47K	+362.53%
Dec 31, 2025	IMG WEALTH MANAGEMENT, INC.	1.17%	64.39K	2.5M	-683	-1.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	10.43K	404.05M	-798	-7.11%
Dec 31, 2025	ALTFEST L J & CO INC	0.16%	8.6K	333.06K	0	0
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.15%	8.17K	316.74K	0	0
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.15%	8.17K	316.55K	1.25K	+18.08%
Dec 31, 2025		0.28%	15.61K	604.96K	15.61K	+100.00%
Dec 31, 2025	TREK FINANCIAL, LLC	0.12%	6.71K	259.9K	1.09K	+19.41%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.93%	51.27K	1.99M	51.27K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.84%	46.18K	1.79M	31.73K	+219.55%
Dec 31, 2025	LPL FINANCIAL LLC	0.61%	33.68K	1.3M	-227	-0.67%
Dec 31, 2025	WPWEALTH LLP	0.47%	26.04K	1.01M	-13.65K	-34.40%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	14.12K	547.19K	-349	-2.41%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	13.44K	520.92K	-366	-2.65%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.24%	13.31K	515.84K	988	+8.02%
Dec 31, 2025	ARCHER INVESTMENT CORP	0.23%	12.81K	496.35K	-2.5K	-16.34%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	0.22%	12.2K	472.56K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	11.99K	464.57K	0	0
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.2%	11.26K	436.48K	560	+5.23%
Dec 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.95%	52.24K	2.02M	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.61%	33.68K	1.31M	-1.91K	-5.36%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.59%	32.65K	1.27M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.57%	31.6K	1.22M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	30.86K	1.2M	2.42K	+8.50%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.55%	30.16K	1.17M	-1.9K	-5.93%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.55%	30.16K	1.17M	0	0
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.48%	26.49K	1.03M	26.49K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.46%	25.27K	979.29K	-585	-2.26%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.45%	25.05K	970.49K	258	+1.04%
Dec 31, 2025	O'CONNOR FINANCIAL GROUP LLC	0.38%	20.88K	814.63K	204	+0.99%
Dec 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.31%	17.18K	665.53K	0	0
Dec 31, 2025	INVESTRUST	0.29%	16.26K	630K	0	0
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.29%	15.92K	616.78K	1.88K	+13.36%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.27%	14.69K	569K	-9	-0.06%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.22%	12.15K	470.95K	4.44K	+57.54%
Dec 31, 2025	RETIREMENT GUYS FORMULA LLC	0.22%	12.04K	466.59K	-38	-0.31%
Dec 31, 2025	RFG ADVISORY, LLC	0.21%	11.46K	443.88K	90	+0.79%
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.2%	10.99K	425K	0	0
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	1.06%	58.37K	2.26M	-3.54K	-5.72%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	47.09K	1.82M	565	+1.21%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.83%	45.5K	1.76M	904	+2.03%
Dec 31, 2025	CERITY PARTNERS LLC	0.79%	43.61K	1.69M	-10.66K	-19.64%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.63%	34.61K	1.34M	946	+2.81%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.22%	12.16K	471.01K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	5.24%	289.02K	11.2M	-34.54K	-10.68%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.07%	279.49K	10.83M	568	+0.20%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.46%	135.68K	5.29M	-85	-0.06%
Dec 31, 2025	KFG WEALTH MANAGEMENT, LLC	2.42%	133.41K	5.17M	-41.26K	-23.62%
Dec 31, 2025	CWM, LLC	2.22%	122.67K	4.75M	10.02K	+8.90%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.15%	63.18K	2.45M	-4.32K	-6.39%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.2%	10.91K	422.72K	-51	-0.47%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.18%	10.06K	392.01K	-562	-5.29%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1%	55.09K	2.13M	4.29K	+8.45%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	4.54%	250.54K	9.71M	-144	-0.06%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3%	165.24K	6.4M	-104.94K	-38.84%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.5K	251.88K	-105	-1.59%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	1.04%	57.18K	2.22M	-1.89K	-3.20%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	14.45K	550.71K	14.45K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.26%	14.7K	560K	-188	-1.26%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.28%	16.13K	614.66K	16.13K	+100.00%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.56%	32.06K	1.22M	32.06K	+100.00%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.57%	32.65K	1.25M	0	0
Sep 30, 2025	WPWEALTH LLP	0.69%	39.69K	1.51M	-271	-0.68%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	46.53K	1.77M	15.23K	+48.68%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	4.73%	270.18K	10.3M	11.76K	+4.55%
Sep 30, 2025	CWM, LLC	1.97%	112.65K	4.29M	-400	-0.35%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.42%	24.15K	927K	12.08K	+100.00%
Sep 30, 2025	RETIREMENT GUYS FORMULA LLC	0.21%	12.08K	460.32K	-19	-0.16%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.45%	25.86K	985.38K	0	0
Sep 30, 2025	GTS SECURITIES LLC	0.22%	12.83K	488.9K	12.83K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	11.99K	456.89K	-1.32K	-9.90%
Sep 30, 2025	RFG ADVISORY, LLC	0.2%	11.37K	433.11K	-220	-1.90%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.22%	12.32K	469.65K	12.32K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	13.81K	526.25K	2.42K	+21.20%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.25%	14.04K	535.09K	7.72K	+122.20%
Sep 30, 2025	INVESTRUST	0.28%	16.26K	619.57K	0	0
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.53%	30.16K	1.15M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.59%	33.9K	1.29M	6.14K	+22.12%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.89%	50.69K	1.93M	134	+0.27%
Sep 30, 2025	CERITY PARTNERS LLC	0.95%	54.27K	2.07M	0	0
Sep 30, 2025	IMG WEALTH MANAGEMENT, INC.	1.14%	65.08K	2.48M	198	+0.31%
Sep 30, 2025	KFG WEALTH MANAGEMENT, LLC	3.06%	174.67K	6.66M	8.44K	+5.08%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	1.03%	59.07K	2.25M	41.36K	+233.52%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	1.08%	61.91K	2.36M	50.6K	+447.04%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.61K	251.71K	0	0
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.12%	6.7K	255.25K	-1.53K	-18.55%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.59%	33.66K	1.28M	7.15K	+26.99%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.12%	6.92K	263.64K	1.2K	+20.99%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	7.71K	293.98K	501	+6.95%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.14%	8.17K	311.5K	675	+9.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.21%	12.16K	463.21K	0	0
Sep 30, 2025	O'CONNOR FINANCIAL GROUP LLC	0.36%	20.68K	788.02K	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.21%	12.26K	467.1K	12.26K	+100.00%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.19%	10.96K	417.67K	0	0
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	28.57%	1.63M	62.25M	1.6M	+4,570.75%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.66%	323.56K	12.2M	7.35K	+2.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.88%	278.92K	10.63M	4.9K	+1.79%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	4.38%	250.68K	9.55M	-10.12K	-3.88%
Sep 30, 2025	ALTFEST L J & CO INC	0.15%	8.6K	327.55K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.37%	135.76K	5.18M	-1.89K	-1.37%
Sep 30, 2025	CHRIS BULMAN INC	0.16%	9.29K	353.92K	9.29K	+100.00%
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.19%	10.62K	403.78K	-1.55K	-12.73%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.19%	10.99K	418K	5.94K	+117.70%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	11.23K	427.77K	11.23K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.19%	10.7K	407.92K	10.7K	+100.00%
Sep 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.91%	52.24K	1.99M	20.54K	+64.80%
Sep 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.21%	12.08K	460.17K	0	0
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.21%	12.2K	464.74K	-1.97K	-13.93%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.27%	15.31K	583.49K	712	+4.88%
Sep 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.3%	17.18K	654.52K	-325	-1.86%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.43%	24.79K	944.61K	11.02K	+80.09%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	28.45K	1.08M	1.1K	+4.02%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	31.6K	1.2M	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.62%	35.59K	1.36M	28.12K	+376.35%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.71%	40.78K	1.55M	-34.6K	-45.90%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.78%	44.6K	1.7M	-435	-0.97%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.89%	50.79K	1.94M	6.81K	+15.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.18%	67.5K	2.57M	6.38K	+10.44%
Sep 30, 2025	JPMORGAN CHASE & CO	0.25%	14.47K	551.44K	698	+5.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.86%	274.02K	10.08M	9.03K	+3.41%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.26%	14.88K	548K	-3.48K	-18.95%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.13%	7.5K	275.89K	0	0
Jun 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.22%	12.17K	449.7K	3.36K	+38.11%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.24%	13.76K	506.38K	0	0
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	4.58%	258.42K	9.51M	14.57K	+5.98%
Jun 30, 2025	WPWEALTH LLP	0.71%	39.96K	1.47M	-1.49K	-3.59%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.9%	50.55K	1.86M	-716	-1.40%
Jun 30, 2025	CERITY PARTNERS LLC	0.96%	54.27K	2M	54.27K	+100.00%
Jun 30, 2025	WORTHPOINTE, LLC	0.14%	7.99K	293.92K	-73	-0.91%
Jun 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.15%	8.22K	302.52K	-2.16K	-20.78%
Jun 30, 2025	ALTFEST L J & CO INC	0.15%	8.6K	316.21K	0	0
Jun 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.19%	10.57K	388.87K	-1.15K	-9.77%
Jun 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.19%	10.96K	403.22K	0	0
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.2%	11.32K	416K	-7.37K	-39.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	11.39K	419.19K	0	0
Jun 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.21%	12.08K	444.24K	0	0
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.21%	12.08K	444.24K	12.08K	+100.00%
Jun 30, 2025	RETIREMENT GUYS FORMULA LLC	0.21%	12.1K	445.09K	-856	-6.61%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.22%	12.16K	451.31K	12.16K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	13.31K	489.57K	-336	-2.46%
Jun 30, 2025	CITY CENTER ADVISORS, LLC	0.26%	14.57K	536.14K	-1.16K	-7.37%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.62%	34.98K	1.29M	-1.92K	-5.21%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.08%	61.12K	2.25M	-8.17K	-11.79%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	1.34%	75.37K	2.77M	75.37K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.44%	137.65K	5.08M	4.7K	+3.54%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	2.95%	166.22K	6.12M	-36.47K	-17.99%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	4.62%	260.8K	9.59M	12.31K	+4.95%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.53%	30.16K	1.11M	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.13%	7.47K	274.86K	-7.81K	-51.10%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	7.21K	265.38K	7.21K	+100.00%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.61K	243K	-8	-0.12%
Jun 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.11%	6.32K	232.48K	6.32K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.61%	316.22K	11.63M	5.24K	+1.69%
Jun 30, 2025	CWM, LLC	2%	113.05K	4.16M	24.96K	+28.33%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.58%	32.65K	1.21M	0	0
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.56%	31.7K	1.17M	8.29K	+35.42%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.56%	31.6K	1.16M	1K	+3.27%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	31.29K	1.15M	4.88K	+18.45%
Jun 30, 2025		0.29%	16.26K	598.13K	0	0
Jun 30, 2025	ARCHER INVESTMENT CORP	0.26%	14.6K	537.1K	2.68K	+22.44%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	0.25%	14.17K	521.24K	14.17K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.24%	13.77K	506.67K	-127	-0.91%
Jun 30, 2025	RFG ADVISORY, LLC	0.21%	11.59K	426.21K	-3.69K	-24.17%
Jun 30, 2025	SEROS FINANCIAL, LLC	4.35%	245.63K	9.04M	40.06K	+19.49%
Jun 30, 2025	IMG WEALTH MANAGEMENT, INC.	1.15%	64.88K	2.39M	6.41K	+10.96%
Jun 30, 2025	INVESTRUST	0.29%	16.26K	598.13K	0	0
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.8%	45.03K	1.66M	-106	-0.23%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.78%	43.98K	1.62M	26.03K	+144.95%
Jun 30, 2025	LPL FINANCIAL LLC	0.49%	27.76K	1.02M	4K	+16.83%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	27.35K	1.01M	1.61K	+6.26%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.47%	26.51K	975K	-6	-0.02%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.46%	25.86K	951.28K	-1.06K	-3.95%
Jun 30, 2025	O'CONNOR FINANCIAL GROUP LLC	0.37%	20.68K	762.81K	4	+0.02%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.31%	17.71K	651.59K	0	0
Jun 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.31%	17.5K	643.83K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.08%	4.37K	160.59K	1.92K	+78.45%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.1%	5.72K	210.37K	5.72K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	5.78K	212.57K	470	+8.85%
Jun 30, 2025	SMITH SHELLNUT WILSON LLC /ADV	0.13%	7.53K	277.07K	0	0
Mar 31, 2025	CITY CENTER ADVISORS, LLC	0.41%	15.73K	527.52K	775	+5.18%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.7%	26.92K	902.63K	-126	-0.47%
Mar 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.78%	30.16K	977.06K	0	0
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.96%	36.9K	1.24M	-3.03K	-7.58%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	1.17%	45.14K	1.51M	-210	-0.46%
Mar 31, 2025	ALLWORTH FINANCIAL LP	1.33%	51.27K	1.69M	-1.86K	-3.50%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.45%	132.95K	4.46M	-5.75K	-4.14%
Mar 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.23%	8.81K	287.86K	-1.02K	-10.36%
Mar 31, 2025	WORTHPOINTE, LLC	0.21%	8.06K	270.32K	-6.12K	-43.15%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.47%	17.96K	602.06K	17.96K	+100.00%
Mar 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.27%	10.38K	348.06K	-955	-8.43%
Mar 31, 2025	ALTFEST L J & CO INC	0.22%	8.6K	288.2K	0	0
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	6.33%	243.85K	8.19M	14.44K	+6.29%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.21%	8.12K	272.17K	8.12K	+100.00%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.19%	7.5K	251.45K	0	0
Mar 31, 2025	CWM, LLC	2.29%	88.09K	2.95M	44.49K	+102.03%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	8.07%	310.98K	10.43M	32.1K	+11.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	6.88%	265K	8.89M	23.5K	+9.73%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	6.45%	248.49K	8.33M	-2.57K	-1.02%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.46%	17.71K	593.88K	-517	-2.84%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.69%	26.51K	889K	-3.47K	-11.58%
Mar 31, 2025	KFG WEALTH MANAGEMENT, LLC	5.26%	202.69K	6.8M	-57.54K	-22.11%
Mar 31, 2025	JPMORGAN CHASE & CO	0.36%	13.9K	466.05K	-202	-1.43%
Mar 31, 2025	WPWEALTH LLP	1.08%	41.44K	1.39M	0	0
Mar 31, 2025	O'CONNOR FINANCIAL GROUP LLC	0.54%	20.67K	693.23K	-136	-0.65%
Mar 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.61%	23.41K	784.84K	-25	-0.11%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.79%	30.6K	1.03M	0	0
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	17.96K	602.06K	17.96K	+100.00%
Mar 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.45%	17.5K	586.8K	0	0
Mar 31, 2025		0.42%	16.26K	545.15K	0	0
Mar 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.28%	10.96K	366.5K	0	0
Mar 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.3%	11.72K	392.82K	-1.38K	-10.54%
Mar 31, 2025	RETIREMENT GUYS FORMULA LLC	0.34%	12.95K	434.37K	-22	-0.17%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.35%	13.64K	457.47K	0	0
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.36%	13.76K	461.53K	121	+0.89%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	11.39K	382.06K	1.82K	+19.03%
Mar 31, 2025	ARCHER INVESTMENT CORP	0.31%	11.92K	399.8K	-1.92K	-13.86%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.4%	15.25K	511.22K	15.25K	+100.00%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.4%	15.28K	512.26K	-14.62K	-48.90%
Mar 31, 2025	RFG ADVISORY, LLC	0.4%	15.28K	512.29K	15.28K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.62%	23.76K	796.77K	-1.25K	-4.99%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	25.74K	863K	-14.55K	-36.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	26.42K	885.87K	-14.42K	-35.30%
Mar 31, 2025	SMITH SHELLNUT WILSON LLC /ADV	0.2%	7.53K	252.53K	0	0
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.48%	18.36K	616K	-32	-0.17%
Mar 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.31%	12.08K	404.89K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.8%	69.29K	2.32M	-2.59K	-3.61%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.01%	38.9K	1.3M	38.9K	+100.00%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.85%	32.65K	1.1M	0	0
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.49%	18.69K	627K	-2.2K	-10.55%

Frequently Asked Questions

Stock Outstanding Shares

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

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.14%	7.92K	322.82K	-26.03K	-76.68%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.2%	66.33K	2.7M	5.93K	+9.82%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.36%	75.09K	3.06M	-7.81K	-9.42%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.43%	78.98K	3.22M	3.24K	+4.28%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	1.76%	96.87K	3.95M	-5.24K	-5.13%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.34%	183.96K	7.5M	8.61K	+4.91%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	3.57%	196.63K	8.02M	-51.93K	-20.89%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	5.11%	281.97K	11.5M	3.78K	+1.36%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	10.96K	447.01K	1.05K	+10.59%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.21%	11.39K	464.53K	1.47K	+14.78%
Jun 30, 2026	SOUDERS FINANCIAL ADVISORS	0.21%	11.68K	476.19K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.22%	11.96K	487.45K	72	+0.61%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.24%	13.12K	534.82K	-246	-1.84%
Jun 30, 2026	INVESTRUST	0.29%	16.26K	662.84K	0	0
Jun 30, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.3%	16.68K	679.84K	0	0
Jun 30, 2026	CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC	0.33%	18.37K	748.74K	18.37K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.42%	23.01K	938.2K	-25.8K	-52.85%
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.55%	30.16K	1.23M	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	32.14K	1.31M	1.15K	+3.72%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.71%	38.98K	1.6M	15.42K	+65.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.57%	31.6K	1.29M	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.76%	41.68K	1.71M	11.67K	+38.89%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.81%	44.41K	1.81M	-3.88K	-8.02%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.83%	45.66K	1.86M	-73	-0.16%
Jun 30, 2026	CERITY PARTNERS LLC	0.85%	46.96K	1.91M	3.35K	+7.68%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	1.05%	57.75K	2.35M	1.86K	+3.33%
Jun 30, 2026	CENTRAL VALLEY ADVISORS, LLC	1.06%	58.25K	2.37M	6.4K	+12.34%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	1.06%	58.45K	2.38M	70	+0.12%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.17%	9.41K	383.77K	2.86K	+43.71%
Jun 30, 2026	ALTFEST L J & CO INC	0.15%	8.51K	346.83K	-88	-1.02%
Jun 30, 2026	CREATIVE PLANNING	0.16%	8.71K	355.11K	8.71K	+100.00%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.16%	8.8K	358.74K	8.8K	+100.00%
Jun 30, 2026	ALTIUM INVESTMENT STRATEGIES LLC	0.17%	9.21K	376.9K	9.21K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.19%	65.77K	2.68M	2.73K	+4.33%
Jun 30, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.11%	5.99K	244.25K	0	0
Jun 30, 2026	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.47K	263.78K	-30	-0.46%
Jun 30, 2026	SMITH SHELLNUT WILSON LLC /ADV	0.12%	6.53K	266.27K	0	0
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.2%	10.95K	446.31K	2.02K	+22.63%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	11.99K	488.79K	0	0
Jun 30, 2026	RETIREMENT GUYS FORMULA LLC	0.22%	12.04K	490.71K	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.22%	12.07K	492.01K	-289.79K	-96.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.23%	12.5K	509.63K	345	+2.84%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	13K	529.81K	-1.04K	-7.40%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.24%	13.1K	533.88K	-11.37K	-46.47%
Jun 30, 2026	JPMORGAN CHASE & CO	0.25%	13.73K	558.14K	-52	-0.38%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.26%	14.54K	592.59K	14.54K	+100.00%
Jun 30, 2026	WPWEALTH LLP	0.35%	19.43K	792.32K	-3.43K	-14.99%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.36%	20.09K	819K	-2.7K	-11.85%
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.37%	20.6K	840.03K	20.6K	+100.00%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.44%	24.11K	983.01K	0	0
Jun 30, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.44%	24.37K	996.69K	14.31K	+142.20%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.59%	32.65K	1.32M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.75%	41.18K	1.68M	8.22K	+24.93%
Jun 30, 2026	IMG WEALTH MANAGEMENT, INC.	1.16%	64K	2.61M	-107	-0.17%
Jun 30, 2026		0.17%	9.21K	376.9K	9.21K	+100.00%
Jun 30, 2026	ARCHER INVESTMENT CORP	0.19%	10.29K	419.4K	-545	-5.03%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.19%	10.49K	427.76K	2.36K	+28.94%
Jun 30, 2026	RFG ADVISORY, LLC	0.19%	10.66K	434.57K	-676	-5.96%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.18%	9.93K	380.17K	-982	-9.00%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.18%	10.06K	395.17K	0	0
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.47%	26.13K	1M	-4.03K	-13.36%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.59%	32.65K	1.3M	0	0
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	1.06%	58.38K	2.24M	7	+0.01%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.1%	60.39K	2.31M	5.31K	+9.63%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.2%	10.83K	414.83K	-1.98K	-15.43%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.2%	10.99K	420K	0	0
Mar 31, 2026	RFG ADVISORY, LLC	0.21%	11.34K	434.1K	-120	-1.05%
Mar 31, 2026	SOUDERS FINANCIAL ADVISORS	0.21%	11.68K	447.31K	-515	-4.22%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.22%	11.88K	455.12K	620	+5.50%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	11.99K	459.14K	0	0
Mar 31, 2026	RETIREMENT GUYS FORMULA LLC	0.22%	12.04K	460.94K	-5	-0.04%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.22%	12.16K	465.5K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	13.36K	511.8K	-79	-0.59%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.54%	30.01K	1.16M	-105.67K	-77.88%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.55%	30.16K	1.15M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	30.99K	1.19M	127	+0.41%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.57%	31.6K	1.21M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.6%	32.97K	1.26M	-709	-2.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	63.04K	2.41M	-140	-0.22%
Mar 31, 2026	IMG WEALTH MANAGEMENT, INC.	1.16%	64.11K	2.46M	-282	-0.44%
Mar 31, 2026	O'CONNOR FINANCIAL GROUP LLC	0.38%	20.9K	800.45K	19	+0.09%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.41%	22.79K	872.8K	-10.89K	-32.34%
Mar 31, 2026	WPWEALTH LLP	0.41%	22.86K	875.55K	-3.17K	-12.19%
Mar 31, 2026	CENTRAL VALLEY ADVISORS, LLC	0.94%	51.85K	1.99M	-381	-0.73%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.37%	75.74K	2.9M	1.14K	+1.53%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.5%	82.89K	3.17M	-2.5K	-2.93%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	1.85%	102.11K	3.91M	-31.3K	-23.46%
Mar 31, 2026	CWM, LLC	2.27%	125.38K	4.8M	2.71K	+2.21%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	4.51%	248.56K	9.52M	-1.98K	-0.79%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	5.04%	278.19K	10.65M	-10.83K	-3.75%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.62%	33.95K	1.3M	-659	-1.90%
Mar 31, 2026	JPMORGAN CHASE & CO	0.25%	13.78K	518.91K	-342	-2.42%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.26%	14.37K	550K	-314	-2.14%
Mar 31, 2026	INVESTRUST	0.29%	16.26K	622.63K	0	0
Mar 31, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.3%	16.68K	638.6K	-500	-2.91%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.43%	23.56K	902.43K	7.65K	+48.04%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.44%	24.11K	923.38K	-1.16K	-4.59%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.44%	24.46K	936.78K	-584	-2.33%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.18%	175.35K	6.72M	10.12K	+6.12%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.1%	5.49K	210.09K	-206	-3.62%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	5.78K	221.28K	0	0
Mar 31, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.11%	5.99K	229.44K	0	0
Mar 31, 2026	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.5K	248.93K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.12%	6.55K	250.85K	173	+2.71%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.13%	7K	268K	-6.31K	-47.43%
Mar 31, 2026	ALTFEST L J & CO INC	0.16%	8.6K	329.16K	0	0
Mar 31, 2026	CERITY PARTNERS LLC	0.79%	43.61K	1.67M	0	0
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.16%	8.93K	341.88K	758	+9.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.47%	301.86K	11.56M	22.38K	+8.01%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.83%	45.73K	1.75M	233	+0.51%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	14.03K	537.46K	-32.14K	-69.61%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.83%	45.74K	1.77M	-5.53K	-10.78%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.88%	48.29K	1.85M	-1.17K	-2.36%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.89%	48.81K	1.87M	1.72K	+3.64%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	1.01%	55.89K	2.14M	-1.29K	-2.26%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	9.91K	379.68K	-2.24K	-18.42%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.9%	49.46K	1.92M	-1.23K	-2.42%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.55%	85.39K	3.31M	-1.55M	-94.77%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.35%	74.6K	2.89M	58.47K	+362.53%
Dec 31, 2025	IMG WEALTH MANAGEMENT, INC.	1.17%	64.39K	2.5M	-683	-1.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	10.43K	404.05M	-798	-7.11%
Dec 31, 2025	ALTFEST L J & CO INC	0.16%	8.6K	333.06K	0	0
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.15%	8.17K	316.74K	0	0
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.15%	8.17K	316.55K	1.25K	+18.08%
Dec 31, 2025		0.28%	15.61K	604.96K	15.61K	+100.00%
Dec 31, 2025	TREK FINANCIAL, LLC	0.12%	6.71K	259.9K	1.09K	+19.41%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.93%	51.27K	1.99M	51.27K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.84%	46.18K	1.79M	31.73K	+219.55%
Dec 31, 2025	LPL FINANCIAL LLC	0.61%	33.68K	1.3M	-227	-0.67%
Dec 31, 2025	WPWEALTH LLP	0.47%	26.04K	1.01M	-13.65K	-34.40%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	14.12K	547.19K	-349	-2.41%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	13.44K	520.92K	-366	-2.65%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.24%	13.31K	515.84K	988	+8.02%
Dec 31, 2025	ARCHER INVESTMENT CORP	0.23%	12.81K	496.35K	-2.5K	-16.34%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	0.22%	12.2K	472.56K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	11.99K	464.57K	0	0
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.2%	11.26K	436.48K	560	+5.23%
Dec 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.95%	52.24K	2.02M	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.61%	33.68K	1.31M	-1.91K	-5.36%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.59%	32.65K	1.27M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.57%	31.6K	1.22M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	30.86K	1.2M	2.42K	+8.50%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.55%	30.16K	1.17M	-1.9K	-5.93%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.55%	30.16K	1.17M	0	0
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.48%	26.49K	1.03M	26.49K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.46%	25.27K	979.29K	-585	-2.26%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.45%	25.05K	970.49K	258	+1.04%
Dec 31, 2025	O'CONNOR FINANCIAL GROUP LLC	0.38%	20.88K	814.63K	204	+0.99%
Dec 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.31%	17.18K	665.53K	0	0
Dec 31, 2025	INVESTRUST	0.29%	16.26K	630K	0	0
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.29%	15.92K	616.78K	1.88K	+13.36%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.27%	14.69K	569K	-9	-0.06%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.22%	12.15K	470.95K	4.44K	+57.54%
Dec 31, 2025	RETIREMENT GUYS FORMULA LLC	0.22%	12.04K	466.59K	-38	-0.31%
Dec 31, 2025	RFG ADVISORY, LLC	0.21%	11.46K	443.88K	90	+0.79%
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.2%	10.99K	425K	0	0
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	1.06%	58.37K	2.26M	-3.54K	-5.72%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	47.09K	1.82M	565	+1.21%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.83%	45.5K	1.76M	904	+2.03%
Dec 31, 2025	CERITY PARTNERS LLC	0.79%	43.61K	1.69M	-10.66K	-19.64%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.63%	34.61K	1.34M	946	+2.81%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.22%	12.16K	471.01K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	5.24%	289.02K	11.2M	-34.54K	-10.68%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.07%	279.49K	10.83M	568	+0.20%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.46%	135.68K	5.29M	-85	-0.06%
Dec 31, 2025	KFG WEALTH MANAGEMENT, LLC	2.42%	133.41K	5.17M	-41.26K	-23.62%
Dec 31, 2025	CWM, LLC	2.22%	122.67K	4.75M	10.02K	+8.90%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.15%	63.18K	2.45M	-4.32K	-6.39%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.2%	10.91K	422.72K	-51	-0.47%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.18%	10.06K	392.01K	-562	-5.29%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1%	55.09K	2.13M	4.29K	+8.45%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	4.54%	250.54K	9.71M	-144	-0.06%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3%	165.24K	6.4M	-104.94K	-38.84%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.5K	251.88K	-105	-1.59%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	1.04%	57.18K	2.22M	-1.89K	-3.20%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	14.45K	550.71K	14.45K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.26%	14.7K	560K	-188	-1.26%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.28%	16.13K	614.66K	16.13K	+100.00%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.56%	32.06K	1.22M	32.06K	+100.00%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.57%	32.65K	1.25M	0	0
Sep 30, 2025	WPWEALTH LLP	0.69%	39.69K	1.51M	-271	-0.68%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	46.53K	1.77M	15.23K	+48.68%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	4.73%	270.18K	10.3M	11.76K	+4.55%
Sep 30, 2025	CWM, LLC	1.97%	112.65K	4.29M	-400	-0.35%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.42%	24.15K	927K	12.08K	+100.00%
Sep 30, 2025	RETIREMENT GUYS FORMULA LLC	0.21%	12.08K	460.32K	-19	-0.16%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.45%	25.86K	985.38K	0	0
Sep 30, 2025	GTS SECURITIES LLC	0.22%	12.83K	488.9K	12.83K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	11.99K	456.89K	-1.32K	-9.90%
Sep 30, 2025	RFG ADVISORY, LLC	0.2%	11.37K	433.11K	-220	-1.90%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.22%	12.32K	469.65K	12.32K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	13.81K	526.25K	2.42K	+21.20%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.25%	14.04K	535.09K	7.72K	+122.20%
Sep 30, 2025	INVESTRUST	0.28%	16.26K	619.57K	0	0
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.53%	30.16K	1.15M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.59%	33.9K	1.29M	6.14K	+22.12%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.89%	50.69K	1.93M	134	+0.27%
Sep 30, 2025	CERITY PARTNERS LLC	0.95%	54.27K	2.07M	0	0
Sep 30, 2025	IMG WEALTH MANAGEMENT, INC.	1.14%	65.08K	2.48M	198	+0.31%
Sep 30, 2025	KFG WEALTH MANAGEMENT, LLC	3.06%	174.67K	6.66M	8.44K	+5.08%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	1.03%	59.07K	2.25M	41.36K	+233.52%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	1.08%	61.91K	2.36M	50.6K	+447.04%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.61K	251.71K	0	0
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.12%	6.7K	255.25K	-1.53K	-18.55%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.59%	33.66K	1.28M	7.15K	+26.99%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.12%	6.92K	263.64K	1.2K	+20.99%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	7.71K	293.98K	501	+6.95%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.14%	8.17K	311.5K	675	+9.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.21%	12.16K	463.21K	0	0
Sep 30, 2025	O'CONNOR FINANCIAL GROUP LLC	0.36%	20.68K	788.02K	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.21%	12.26K	467.1K	12.26K	+100.00%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.19%	10.96K	417.67K	0	0
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	28.57%	1.63M	62.25M	1.6M	+4,570.75%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.66%	323.56K	12.2M	7.35K	+2.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.88%	278.92K	10.63M	4.9K	+1.79%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	4.38%	250.68K	9.55M	-10.12K	-3.88%
Sep 30, 2025	ALTFEST L J & CO INC	0.15%	8.6K	327.55K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.37%	135.76K	5.18M	-1.89K	-1.37%
Sep 30, 2025	CHRIS BULMAN INC	0.16%	9.29K	353.92K	9.29K	+100.00%
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.19%	10.62K	403.78K	-1.55K	-12.73%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.19%	10.99K	418K	5.94K	+117.70%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	11.23K	427.77K	11.23K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.19%	10.7K	407.92K	10.7K	+100.00%
Sep 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.91%	52.24K	1.99M	20.54K	+64.80%
Sep 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.21%	12.08K	460.17K	0	0
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.21%	12.2K	464.74K	-1.97K	-13.93%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.27%	15.31K	583.49K	712	+4.88%
Sep 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.3%	17.18K	654.52K	-325	-1.86%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.43%	24.79K	944.61K	11.02K	+80.09%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	28.45K	1.08M	1.1K	+4.02%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	31.6K	1.2M	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.62%	35.59K	1.36M	28.12K	+376.35%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.71%	40.78K	1.55M	-34.6K	-45.90%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.78%	44.6K	1.7M	-435	-0.97%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.89%	50.79K	1.94M	6.81K	+15.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.18%	67.5K	2.57M	6.38K	+10.44%
Sep 30, 2025	JPMORGAN CHASE & CO	0.25%	14.47K	551.44K	698	+5.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.86%	274.02K	10.08M	9.03K	+3.41%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.26%	14.88K	548K	-3.48K	-18.95%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.13%	7.5K	275.89K	0	0
Jun 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.22%	12.17K	449.7K	3.36K	+38.11%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.24%	13.76K	506.38K	0	0
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	4.58%	258.42K	9.51M	14.57K	+5.98%
Jun 30, 2025	WPWEALTH LLP	0.71%	39.96K	1.47M	-1.49K	-3.59%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.9%	50.55K	1.86M	-716	-1.40%
Jun 30, 2025	CERITY PARTNERS LLC	0.96%	54.27K	2M	54.27K	+100.00%
Jun 30, 2025	WORTHPOINTE, LLC	0.14%	7.99K	293.92K	-73	-0.91%
Jun 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.15%	8.22K	302.52K	-2.16K	-20.78%
Jun 30, 2025	ALTFEST L J & CO INC	0.15%	8.6K	316.21K	0	0
Jun 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.19%	10.57K	388.87K	-1.15K	-9.77%
Jun 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.19%	10.96K	403.22K	0	0
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.2%	11.32K	416K	-7.37K	-39.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	11.39K	419.19K	0	0
Jun 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.21%	12.08K	444.24K	0	0
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.21%	12.08K	444.24K	12.08K	+100.00%
Jun 30, 2025	RETIREMENT GUYS FORMULA LLC	0.21%	12.1K	445.09K	-856	-6.61%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.22%	12.16K	451.31K	12.16K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	13.31K	489.57K	-336	-2.46%
Jun 30, 2025	CITY CENTER ADVISORS, LLC	0.26%	14.57K	536.14K	-1.16K	-7.37%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.62%	34.98K	1.29M	-1.92K	-5.21%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.08%	61.12K	2.25M	-8.17K	-11.79%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	1.34%	75.37K	2.77M	75.37K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.44%	137.65K	5.08M	4.7K	+3.54%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	2.95%	166.22K	6.12M	-36.47K	-17.99%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	4.62%	260.8K	9.59M	12.31K	+4.95%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.53%	30.16K	1.11M	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.13%	7.47K	274.86K	-7.81K	-51.10%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	7.21K	265.38K	7.21K	+100.00%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.12%	6.61K	243K	-8	-0.12%
Jun 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.11%	6.32K	232.48K	6.32K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.61%	316.22K	11.63M	5.24K	+1.69%
Jun 30, 2025	CWM, LLC	2%	113.05K	4.16M	24.96K	+28.33%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.58%	32.65K	1.21M	0	0
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.56%	31.7K	1.17M	8.29K	+35.42%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.56%	31.6K	1.16M	1K	+3.27%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	31.29K	1.15M	4.88K	+18.45%
Jun 30, 2025		0.29%	16.26K	598.13K	0	0
Jun 30, 2025	ARCHER INVESTMENT CORP	0.26%	14.6K	537.1K	2.68K	+22.44%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	0.25%	14.17K	521.24K	14.17K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.24%	13.77K	506.67K	-127	-0.91%
Jun 30, 2025	RFG ADVISORY, LLC	0.21%	11.59K	426.21K	-3.69K	-24.17%
Jun 30, 2025	SEROS FINANCIAL, LLC	4.35%	245.63K	9.04M	40.06K	+19.49%
Jun 30, 2025	IMG WEALTH MANAGEMENT, INC.	1.15%	64.88K	2.39M	6.41K	+10.96%
Jun 30, 2025	INVESTRUST	0.29%	16.26K	598.13K	0	0
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.8%	45.03K	1.66M	-106	-0.23%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.78%	43.98K	1.62M	26.03K	+144.95%
Jun 30, 2025	LPL FINANCIAL LLC	0.49%	27.76K	1.02M	4K	+16.83%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	27.35K	1.01M	1.61K	+6.26%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.47%	26.51K	975K	-6	-0.02%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.46%	25.86K	951.28K	-1.06K	-3.95%
Jun 30, 2025	O'CONNOR FINANCIAL GROUP LLC	0.37%	20.68K	762.81K	4	+0.02%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.31%	17.71K	651.59K	0	0
Jun 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.31%	17.5K	643.83K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.08%	4.37K	160.59K	1.92K	+78.45%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.1%	5.72K	210.37K	5.72K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	5.78K	212.57K	470	+8.85%
Jun 30, 2025	SMITH SHELLNUT WILSON LLC /ADV	0.13%	7.53K	277.07K	0	0
Mar 31, 2025	CITY CENTER ADVISORS, LLC	0.41%	15.73K	527.52K	775	+5.18%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.7%	26.92K	902.63K	-126	-0.47%
Mar 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.78%	30.16K	977.06K	0	0
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.96%	36.9K	1.24M	-3.03K	-7.58%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	1.17%	45.14K	1.51M	-210	-0.46%
Mar 31, 2025	ALLWORTH FINANCIAL LP	1.33%	51.27K	1.69M	-1.86K	-3.50%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.45%	132.95K	4.46M	-5.75K	-4.14%
Mar 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.23%	8.81K	287.86K	-1.02K	-10.36%
Mar 31, 2025	WORTHPOINTE, LLC	0.21%	8.06K	270.32K	-6.12K	-43.15%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.47%	17.96K	602.06K	17.96K	+100.00%
Mar 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.27%	10.38K	348.06K	-955	-8.43%
Mar 31, 2025	ALTFEST L J & CO INC	0.22%	8.6K	288.2K	0	0
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	6.33%	243.85K	8.19M	14.44K	+6.29%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.21%	8.12K	272.17K	8.12K	+100.00%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.19%	7.5K	251.45K	0	0
Mar 31, 2025	CWM, LLC	2.29%	88.09K	2.95M	44.49K	+102.03%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	8.07%	310.98K	10.43M	32.1K	+11.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	6.88%	265K	8.89M	23.5K	+9.73%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	6.45%	248.49K	8.33M	-2.57K	-1.02%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.46%	17.71K	593.88K	-517	-2.84%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.69%	26.51K	889K	-3.47K	-11.58%
Mar 31, 2025	KFG WEALTH MANAGEMENT, LLC	5.26%	202.69K	6.8M	-57.54K	-22.11%
Mar 31, 2025	JPMORGAN CHASE & CO	0.36%	13.9K	466.05K	-202	-1.43%
Mar 31, 2025	WPWEALTH LLP	1.08%	41.44K	1.39M	0	0
Mar 31, 2025	O'CONNOR FINANCIAL GROUP LLC	0.54%	20.67K	693.23K	-136	-0.65%
Mar 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.61%	23.41K	784.84K	-25	-0.11%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.79%	30.6K	1.03M	0	0
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	17.96K	602.06K	17.96K	+100.00%
Mar 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.45%	17.5K	586.8K	0	0
Mar 31, 2025		0.42%	16.26K	545.15K	0	0
Mar 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.28%	10.96K	366.5K	0	0
Mar 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.3%	11.72K	392.82K	-1.38K	-10.54%
Mar 31, 2025	RETIREMENT GUYS FORMULA LLC	0.34%	12.95K	434.37K	-22	-0.17%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.35%	13.64K	457.47K	0	0
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.36%	13.76K	461.53K	121	+0.89%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	11.39K	382.06K	1.82K	+19.03%
Mar 31, 2025	ARCHER INVESTMENT CORP	0.31%	11.92K	399.8K	-1.92K	-13.86%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.4%	15.25K	511.22K	15.25K	+100.00%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.4%	15.28K	512.26K	-14.62K	-48.90%
Mar 31, 2025	RFG ADVISORY, LLC	0.4%	15.28K	512.29K	15.28K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.62%	23.76K	796.77K	-1.25K	-4.99%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	25.74K	863K	-14.55K	-36.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	26.42K	885.87K	-14.42K	-35.30%
Mar 31, 2025	SMITH SHELLNUT WILSON LLC /ADV	0.2%	7.53K	252.53K	0	0
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.48%	18.36K	616K	-32	-0.17%
Mar 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	0.31%	12.08K	404.89K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.8%	69.29K	2.32M	-2.59K	-3.61%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.01%	38.9K	1.3M	38.9K	+100.00%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.85%	32.65K	1.1M	0	0
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.49%	18.69K	627K	-2.2K	-10.55%

UJUL Stock Ownership Breakdown

Innovator US Equity Ultra Buffer ETF - July

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions