How many institutions own USEP 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 USEP 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 - September stock?

SOVRAN ADVISORS, LLC, in the last quarter, reduced its stake in USEP by -0.09% restricting it's holding to 559.19 thousand shares of worth nearly $23.25M. KELLETT WEALTH ADVISORS, LLC also lessened -0.72% of the USEP shares from its portfolio, reducing its holding to 511.6 thousand shares of worth $21.14M. ALLWORTH FINANCIAL LP also shunned USEP shares holding by -17.54% last quarter which brought its holding to 9.16 thousand shares worth $378.42K.

Investors who are buying USEP stock?

As per its latest 13F filing, JPMORGAN CHASE & CO increased its stake in USEP by 58.39% in the last quarter. The institutional holder raised its holding to 12.6 thousand shares having worth more than $520.19K. C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS also added 4.49% more shares of USEP to its portfolio, raising its holding to 155.05 thousand shares of worth $6.41M. IMG WEALTH MANAGEMENT, INC. also increased its USEP shares holding by 37.45% which brought its holding to 10.09 thousand shares worth $417.14K.

USEP's major insiders: who are they?

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

Did an insider recently sell USEP stock?

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

Which insider recently purchased USEP stock?

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

How much of USEP does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in USEP?

JPMORGAN CHASE & CO is the largest institutional owner in USEP which holds 12.6 thousand shares worth $520.19K or 0.23% of the total USEP shares outstanding followed by SOVRAN ADVISORS, LLC with ownership of 559.19 thousand shares representing 10.25% of the USEP ownership. KELLETT WEALTH ADVISORS, LLC is the third largest stakeholder with 511.6 thousand shares or 9.38% of the ownership worth more than $21.14M.

Is Innovator S&P 500 Ultra Buffer ETF - September 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 USEP is concerned, it is a stock which is not optionable.

Is there a short position on USEP's shares?

Number of USEP 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 USEP shares are there?

As of today, null shares of USEP are outstanding.

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

USEP 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 USEP is null.

Innovator S&P 500 Ultra Buffer ETF - September (USEP) 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. JPMORGAN CHASE & CO is the top corporate investor, holding 12.6K shares valued at $520.19K. A 0.23% stake in Innovator S&P 500 Ultra Buffer ETF - September is owned by the company. SOVRAN ADVISORS, LLC owns 559.19K shares valued at $23.25M, which translates its holding of 10.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JPMORGAN CHASE & CO	0.23%	12.6K	520.19K	4.65K	+58.39%
Jun 30, 2026	SOVRAN ADVISORS, LLC	10.25%	559.19K	23.25M	-511	-0.09%
Jun 30, 2026	KELLETT WEALTH ADVISORS, LLC	9.38%	511.6K	21.14M	-3.72K	-0.72%
Jun 30, 2026	SIGNATUREFD, LLC	3.56%	194.35K	8.03M	0	0
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.84%	155.05K	6.41M	6.66K	+4.49%
Jun 30, 2026	IMG WEALTH MANAGEMENT, INC.	0.19%	10.09K	417.14K	2.75K	+37.45%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.18%	10.01K	413.88K	10.01K	+100.00%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.17%	9.16K	378.42K	-1.95K	-17.54%
Jun 30, 2026	CENTRAL VALLEY ADVISORS, LLC	1.27%	69.05K	2.85M	-3.32K	-4.59%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.48%	26K	1.07M	0	0
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.44%	24.26K	1M	0	0
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.36%	19.62K	810.94K	-4.08K	-17.20%
Jun 30, 2026	SAGEWORTH TRUST CO	0.35%	18.82K	777.71K	-5.4K	-22.29%
Jun 30, 2026	LEGACY ADVISORS, LLC	0.35%	18.82K	777.71K	-5.4K	-22.29%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.32%	17.2K	711K	-6.61K	-27.75%
Jun 30, 2026	CITADEL ADVISORS LLC	0.31%	16.88K	697.77K	480	+2.93%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.27%	14.59K	603.13K	0	0
Jun 30, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.24%	12.84K	530.8K	0	0
Jun 30, 2026	TREK FINANCIAL, LLC	0.22%	12.17K	502.95K	-2.26K	-15.65%
Jun 30, 2026	PFG ADVISORS	0.22%	11.93K	493.18K	-1.8K	-13.11%
Jun 30, 2026	ATTICUS WEALTH MANAGEMENT, LLC	0.18%	10K	413.3K	0	0
Jun 30, 2026	LANTZ FINANCIAL LLC	0.17%	9.43K	389.74K	-51	-0.54%
Jun 30, 2026	CORNERSTONE WEALTH GROUP, LLC	0.17%	9.42K	389.16K	0	0
Jun 30, 2026	MTM FINANCIAL GROUP, LLC	0.17%	9.16K	378.38K	0	0
Jun 30, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.17%	9.02K	372K	-2.53K	-21.88%
Jun 30, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.16%	8.56K	353.79K	0	0
Jun 30, 2026	SONOMA ALLOCATIONS LLC	0.15%	8.34K	345.19K	0	0
Jun 30, 2026	ARCHER INVESTMENT CORP	0.15%	8.02K	331.56K	-2.81K	-25.91%
Jun 30, 2026	CORE WEALTH ADVISORS, INC.	0.14%	7.7K	318.41K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.96%	52.56K	2.17M	-1.99K	-3.65%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.82%	44.91K	1.86M	-4.55K	-9.20%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.71%	38.77K	1.6M	14.68K	+60.97%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.69%	37.73K	1.56M	1.03K	+2.82%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.56%	30.45K	1.26M	-2.45K	-7.43%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.54%	29.43K	1.22M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.52%	28.54K	1.18M	9.65K	+51.07%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.49%	26.79K	1.11M	-5.68K	-17.49%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.64%	89.22K	3.69M	2.22K	+2.55%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.36%	74.02K	3.06M	-30.63K	-29.27%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	1.14%	62.27K	2.57M	-18.21K	-22.62%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	1.13%	61.46K	2.54M	-25.66K	-29.45%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.1%	59.81K	2.47M	42.69K	+249.28%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.8%	43.74K	1.81M	-4.44K	-9.21%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.65%	35.62K	1.47M	-296	-0.82%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	32.32K	1.34M	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.69%	91.95K	3.8M	-1.63K	-1.74%
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.37%	20.35K	841.23K	20.35K	+100.00%
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.35%	19.33K	798.79K	0	0
Jun 30, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.22%	11.78K	486.66K	-1K	-7.83%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.22%	66.43K	2.75M	-2.07K	-3.02%
Mar 31, 2026	MTM FINANCIAL GROUP, LLC	0.17%	9.16K	354.02K	0	0
Mar 31, 2026	PHYSICIAN WEALTH ADVISORS, INC.	0.13%	7.35K	284.22K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.2%	11.1K	429.38K	-334	-2.92%
Mar 31, 2026	KELLETT WEALTH ADVISORS, LLC	9.45%	515.32K	19.93M	-73.92K	-12.54%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.6%	32.89K	1.27M	-280	-0.84%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0.55%	30.23K	1.17M	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	17.12K	662.17K	17.12K	+100.00%
Mar 31, 2026	TREK FINANCIAL, LLC	0.26%	14.43K	557.84K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.3%	16.4K	634.29K	5.1K	+45.13%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.91%	49.45K	1.91M	-1.57M	-96.94%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1%	54.55K	2.11M	2.73K	+5.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.26%	68.5K	2.65M	943	+1.40%
Mar 31, 2026	CENTRAL VALLEY ADVISORS, LLC	1.33%	72.37K	2.8M	-179	-0.25%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	1.6%	87.12K	3.37M	-7.78K	-8.20%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.72%	93.58K	3.62M	-109	-0.12%
Mar 31, 2026	SIGNATUREFD, LLC	3.56%	194.35K	7.52M	0	0
Mar 31, 2026	SOVRAN ADVISORS, LLC	10.26%	559.7K	22.67M	24.4K	+4.56%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.14%	7.48K	289.32K	-2.36K	-23.97%
Mar 31, 2026	SAGEWORTH TRUST CO	0.44%	24.22K	936.38K	-7.72K	-24.17%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.66%	35.92K	1.39M	-701	-1.91%
Mar 31, 2026	CORE WEALTH ADVISORS, INC.	0.14%	7.7K	297.91K	0	0
Mar 31, 2026		0.15%	8.34K	324.56K	0	0
Mar 31, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.16%	8.56K	331.01K	-257	-2.91%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.21%	11.54K	446K	-1.51K	-11.55%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.23%	12.78K	497.82K	-280	-2.14%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.24%	12.84K	496.63K	0	0
Mar 31, 2026	PFG ADVISORS	0.25%	13.73K	531.04K	-2.07K	-13.12%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.27%	14.59K	564.3K	0	0
Mar 31, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.35%	19.33K	747.36K	0	0
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.44%	24.08K	931.23K	24.08K	+100.00%
Mar 31, 2026	LEGACY ADVISORS, LLC	0.44%	24.22K	936.38K	-7.72K	-24.17%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	1.48%	80.48K	3.11M	-150	-0.19%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.6%	87K	3.36M	-10.71K	-10.96%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.72%	148.39K	5.74M	8.43K	+6.02%
Mar 31, 2026	ATTICUS WEALTH MANAGEMENT, LLC	0.18%	10K	386.69K	0	0
Mar 31, 2026	CONTINUUM ADVISORY, LLC	0.19%	10.62K	410.63K	-522	-4.69%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.17%	9.02K	348.6K	0	0
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.44%	24.26K	938K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.67%	36.7K	1.42M	-3.19K	-8.01%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.88%	48.18K	1.86M	-1.3K	-2.62%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.48%	26K	1.01M	0	0
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.54%	29.43K	1.14M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	32.32K	1.25M	-1.05K	-3.14%
Mar 31, 2026	JPMORGAN CHASE & CO	0.15%	7.96K	303.24K	7.96K	+100.00%
Mar 31, 2026	SONOMA ALLOCATIONS LLC	0.15%	8.34K	324.56K	0	0
Mar 31, 2026	CORNERSTONE WEALTH GROUP, LLC	0.17%	9.42K	378.52K	0	0
Mar 31, 2026	LANTZ FINANCIAL LLC	0.17%	9.48K	366.62K	0	0
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.43%	23.7K	916.38K	13	+0.05%
Mar 31, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.23%	12.78K	494K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.44%	23.81K	920.71K	-300	-1.24%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.2%	10.83K	418.72K	-116	-1.06%
Mar 31, 2026	LPL FINANCIAL LLC	0.35%	18.89K	730.38K	-4.46K	-19.09%
Mar 31, 2026	CREATIVE PLANNING	0.55%	30.23K	1.17M	30.23K	+100.00%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	0.6%	32.47K	1.25M	6	+0.02%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.92%	104.66K	4.05M	-1.39K	-1.31%
Mar 31, 2026	TRUVESTMENTS CAPITAL LLC	0.08%	4.34K	167.79K	0	0
Mar 31, 2026	WORTHPOINTE, LLC	0.1%	5.3K	204.79K	-1.33K	-20.02%
Mar 31, 2026	PLUM STREET ADVISORS, LLC	0.1%	5.4K	208.81K	0	0
Mar 31, 2026	FC ADVISORY LLC	0.1%	5.66K	218.71K	0	0
Mar 31, 2026	RPS ADVISORY SOLUTIONS LLC	0.11%	5.78K	223.47K	-174	-2.92%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.11%	6.11K	241.97K	-204	-3.23%
Mar 31, 2026	COLTON GROOME FINANCIAL ADVISORS, LLC	0.12%	6.32K	244.43K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.47%	26K	1.02M	0	0
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.52%	29.43K	1.16M	-333	-1.12%
Dec 31, 2025	LEGACY ADVISORS, LLC	0.56%	31.94K	1.26M	31.94K	+100.00%
Dec 31, 2025	SAGEWORTH TRUST CO	0.56%	31.94K	1.26M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	33.37K	1.31M	8.1K	+32.05%
Dec 31, 2025	IMG WEALTH MANAGEMENT, INC.	0.13%	7.34K	288.81K	2.32K	+46.27%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.23%	67.55K	2.66M	2.22K	+3.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.78%	97.7K	3.84M	343	+0.35%
Dec 31, 2025	CONTINUUM ADVISORY, LLC	0.2%	11.14K	438.18K	-581	-4.96%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.2%	11.44K	449.87K	-333	-2.83%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.19%	10.53K	414.15K	-2.59K	-19.75%
Dec 31, 2025	ARCHER INVESTMENT CORP	0.19%	10.94K	430.43K	-734	-6.29%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.44%	23.69K	931.55K	6.67K	+39.18%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.13%	7.35K	289.08K	0	0
Dec 31, 2025	LANTZ FINANCIAL LLC	0.17%	9.48K	372.9K	-56	-0.59%
Dec 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.35%	19.33K	760.15K	0	0
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.59%	32.47K	1.28M	-133	-0.41%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.56%	30.23K	1.19M	0	0
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.59%	33.17K	1.3M	0	0
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.67%	36.62K	1.44M	-121	-0.33%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.73%	39.89K	1.57M	307	+0.78%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.23%	12.67K	498.13K	0	0
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.24%	13.05K	513K	-21	-0.16%
Dec 31, 2025	TREK FINANCIAL, LLC	0.25%	14.43K	567.39K	-450	-3.03%
Dec 31, 2025	SIGNATUREFD, LLC	3.43%	194.35K	7.64M	0	0
Dec 31, 2025	SOVRAN ADVISORS, LLC	9.45%	535.3K	21.18M	-86.49K	-13.91%
Dec 31, 2025	KELLETT WEALTH ADVISORS, LLC	10.4%	589.23K	23.18M	-12.09K	-2.01%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	29.54%	1.62M	63.64M	28.11K	+1.77%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.18%	9.84K	387.05K	420	+4.46%
Dec 31, 2025	RIVERCHASE WEALTH MANAGEMENT, LLC	0.18%	10.36K	407.31K	0	0
Dec 31, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.18%	10K	393.31K	0	0
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.23%	12.84K	505.13K	85	+0.67%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.23%	13.06K	513.66K	13.06K	+100.00%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.26%	14.59K	573.95K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.87%	49.47K	1.95M	-2.1K	-4.06%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.95%	51.83K	2.04M	-4.58K	-8.12%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.27%	14.55K	572.42K	1.61K	+12.41%
Dec 31, 2025	PFG ADVISORS	0.28%	15.81K	621.69K	-25	-0.16%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.43%	24.26K	954.05K	0	0
Dec 31, 2025	CENTRAL VALLEY ADVISORS, LLC	1.28%	72.55K	2.85M	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	1.47%	80.63K	3.17M	-4.72K	-5.53%
Dec 31, 2025	KFG WEALTH MANAGEMENT, LLC	1.68%	94.9K	3.73M	-4.03K	-4.08%
Dec 31, 2025	WORTHPOINTE, LLC	0.12%	6.62K	260.45K	-3.2K	-32.55%
Dec 31, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.12%	6.32K	248.61K	6.32K	+100.00%
Dec 31, 2025	VANTAGE POINT FINANCIAL LLC	0.09%	5.1K	200.74K	-624	-10.89%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.71%	93.68K	3.68M	2.08K	+2.27%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.94%	106.05K	4.17M	-878	-0.82%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.47%	139.97K	5.51M	-10.92K	-7.24%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.11%	6.31K	249.57K	31	+0.49%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.11%	5.95K	234.14K	-93	-1.54%
Dec 31, 2025		0.1%	5.66K	222.46K	5.66K	+100.00%
Dec 31, 2025	FC ADVISORY LLC	0.1%	5.66K	222.46K	0	0
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.16%	9.02K	354.57K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.43%	23.34K	918.1K	-299	-1.26%
Dec 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.17%	9.42K	370.34K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	9.35K	369.2K	-1.12K	-10.67%
Dec 31, 2025	CITADEL ADVISORS LLC	0.21%	11.3K	444.52K	5.46K	+93.49%
Dec 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.16%	8.82K	346.78K	0	0
Dec 31, 2025	CORE WEALTH ADVISORS, INC.	0.14%	7.7K	303K	0	0
Dec 31, 2025	CHRIS BULMAN INC	0.12%	6.85K	269.46K	773	+12.72%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	24.11K	948.27K	-608	-2.46%
Sep 30, 2025	KELLETT WEALTH ADVISORS, LLC	10.12%	601.32K	23.25M	-5.71K	-0.94%
Sep 30, 2025	SIGNATUREFD, LLC	3.28%	194.35K	7.52M	194.35K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	1.44%	85.35K	3.3M	62.54K	+274.25%
Sep 30, 2025	KFG WEALTH MANAGEMENT, LLC	1.66%	98.93K	3.83M	41.58K	+72.51%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.54%	91.61K	3.54M	30.7K	+50.40%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.87%	51.57K	1.99M	1.39K	+2.77%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	10.47K	405.12K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.16%	9.42K	364.31K	-24	-0.25%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.54%	150.89K	5.83M	12.55K	+9.07%
Sep 30, 2025	WORTHPOINTE, LLC	0.17%	9.82K	379.62K	-409	-4.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.62%	36.74K	1.42M	-589	-1.58%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.51%	30.23K	1.17M	-2.41K	-7.39%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.67%	39.58K	1.53M	21.08K	+113.89%
Sep 30, 2025	RIVERCHASE WEALTH MANAGEMENT, LLC	0.17%	10.36K	400.47K	10.36K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.8%	106.93K	4.13M	23.8K	+28.63%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.64%	97.36K	3.72M	28.1K	+40.57%
Sep 30, 2025	CENTRAL VALLEY ADVISORS, LLC	1.22%	72.55K	2.81M	15.14K	+26.36%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.55%	32.6K	1.26M	-3.23K	-9.02%
Sep 30, 2025	SAGEWORTH TRUST CO	0.54%	31.94K	1.23M	-10.88K	-25.41%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	25.27K	977K	1.57K	+6.61%
Sep 30, 2025	LPL FINANCIAL LLC	0.4%	23.64K	914.24K	3.59K	+17.92%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.22%	13.07K	505K	282	+2.21%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.22%	12.95K	500.66K	12.95K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.2%	11.77K	455.19K	-661	-5.32%
Sep 30, 2025	CONTINUUM ADVISORY, LLC	0.2%	11.72K	453.29K	-97	-0.82%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.2%	11.68K	451.57K	2.3K	+24.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.1%	65.34K	2.53M	30.95K	+90.03%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.95%	56.41K	2.18M	6.9K	+13.95%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.5%	29.76K	1.15M	333	+1.13%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.44%	26K	1.01M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	24.72K	955.85K	8.72K	+54.46%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.41%	24.26K	938.02K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	23.08K	892.31K	-6.64K	-22.36%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.29%	17.02K	658.05K	10.72K	+170.37%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.28%	16.34K	631.98K	16.34K	+100.00%
Sep 30, 2025	PFG ADVISORS	0.27%	15.83K	612.21K	1.61K	+11.34%
Sep 30, 2025	TREK FINANCIAL, LLC	0.25%	14.88K	575.26K	14.88K	+100.00%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.25%	14.59K	564.31K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.22%	13.12K	507.39K	0	0
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.21%	12.67K	489.76K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.18%	10.8K	417.79K	10.8K	+100.00%
Sep 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.17%	10K	386.7K	0	0
Sep 30, 2025	LANTZ FINANCIAL LLC	0.16%	9.54K	368.8K	9.54K	+100.00%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.51%	30.33K	1.18M	30.33K	+100.00%
Sep 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.36%	21.49K	831.06K	0	0
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.56%	33.17K	1.28M	5.78K	+21.12%
Sep 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.33%	19.33K	747.38K	0	0
Sep 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.15%	8.82K	340.95K	-3	-0.03%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.15%	9.02K	348.61K	0	0
Sep 30, 2025	BLUEPATH CAPITAL MANAGEMENT, LLC	0.13%	7.68K	297.02K	7.68K	+100.00%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.12%	7.35K	284.23K	0	0
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.11%	6.28K	242.39K	6.28K	+100.00%
Sep 30, 2025	CHRIS BULMAN INC	0.1%	6.08K	235.04K	6.08K	+100.00%
Sep 30, 2025	VANTAGE POINT FINANCIAL LLC	0.1%	5.73K	221.5K	0	0
Sep 30, 2025	FC ADVISORY LLC	0.1%	5.66K	218.72K	0	0
Sep 30, 2025	PLUM STREET ADVISORS, LLC	0.09%	5.4K	208.82K	5.4K	+100.00%
Sep 30, 2025	IMG WEALTH MANAGEMENT, INC.	0.08%	5.02K	194.12K	4.66K	+1,306.16%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.07%	3.94K	152.17K	2.75K	+230.67%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	3.48K	134.38K	3.48K	+100.00%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.21%	12.76K	493.35K	12.76K	+100.00%
Sep 30, 2025		0.15%	8.96K	345.65K	8.96K	+100.00%
Sep 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.16%	9.42K	364.12K	0	0
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	26.76%	1.59M	61.48M	1.54M	+3,109.95%
Sep 30, 2025	SOVRAN ADVISORS, LLC	10.46%	621.79K	24.21M	20.72K	+3.45%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.22%	7.35K	270.89K	0	0
Jun 30, 2025	PKS ADVISORY SERVICES, LLC	0.23%	7.74K	285.15K	-258	-3.23%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.37%	12.79K	471K	0	0
Jun 30, 2025	SOVRAN ADVISORS, LLC	17.61%	601.07K	22.21M	46.41K	+8.37%
Jun 30, 2025	WORTHPOINTE, LLC	0.3%	10.23K	376.88K	0	0
Jun 30, 2025	PFG ADVISORS	0.42%	14.22K	524.04K	14.22K	+100.00%
Jun 30, 2025	SAGEWORTH TRUST CO	1.25%	42.82K	1.58M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.78%	60.91K	2.25M	1	0.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.03%	69.26K	2.55M	502	+0.73%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.43%	83.13K	3.06M	-841	-1.00%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	4.05%	138.34K	5.1M	12.52K	+9.95%
Jun 30, 2025	CITADEL ADVISORS LLC	0.66%	22.47K	828.21M	9.71K	+76.03%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	4.9%	167.34K	6.17M	155.64K	+1,330.97%
Jun 30, 2025	KELLETT WEALTH ADVISORS, LLC	17.78%	607.03K	22.37M	-221.78K	-26.76%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	10.47K	387.73K	0	0
Jun 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.63%	21.49K	792.06K	0	0
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.37%	12.67K	466.77K	-250	-1.94%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.38%	13.12K	483.58K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	16K	589.79K	3.04K	+23.44%
Jun 30, 2025	CORE WEALTH ADVISORS, INC.	0.23%	7.7K	283.93K	-2.96K	-27.73%
Jun 30, 2025		0.23%	7.74K	285.15K	-258	-3.23%
Jun 30, 2025	GTS SECURITIES LLC	0.24%	8.2K	302.17K	8.2K	+100.00%
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.26%	8.82K	325.06K	-1.77K	-16.74%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.26%	9.02K	332.25K	0	0
Jun 30, 2025	ARCHER INVESTMENT CORP	0.27%	9.37K	345.46K	-168	-1.76%
Jun 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.28%	9.42K	347.03K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.28%	9.45K	348.1K	-4.32K	-31.36%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.29%	10K	368.55K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.34%	11.49K	423.43K	0	0
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0.35%	11.82K	435.59K	-69	-0.58%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.36%	12.43K	458.18K	-226	-1.79%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.47%	16.04K	590.97K	-10.14K	-38.73%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	18.51K	682K	123	+0.67%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.71%	24.26K	893.52K	0	0
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.8%	27.39K	1.01M	-5.52K	-16.77%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.87%	29.72K	1.1M	23.71K	+394.33%
Jun 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.43%	14.59K	537.83K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.01%	34.38K	1.27M	2.33K	+7.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.45%	49.5K	1.82M	-74.7K	-60.14%
Jun 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.57%	19.33K	712.3K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.59%	20.05K	738.95K	-850	-4.07%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.67%	22.8K	840.55K	-4.34K	-15.99%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	23.7K	874K	-338	-1.41%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.76%	26K	958.2K	0	0
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.86%	29.43K	1.08M	0	0
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.96%	32.64K	1.23M	-3.1K	-8.68%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	1.05%	35.83K	1.32M	-928	-2.52%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	1.09%	37.33K	1.4M	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.45%	49.53K	1.83M	796	+1.63%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.47%	50.18K	1.85M	-898	-1.76%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	1.68%	57.35K	2.11M	-3.96K	-6.45%
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	1.68%	57.42K	2.12M	-1.46K	-2.49%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.72%	26.17K	900.54K	7.79K	+42.41%
Mar 31, 2025	CENTRAL VALLEY ADVISORS, LLC	1.62%	58.88K	2.03M	-24	-0.04%
Mar 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.26%	9.42K	324.02K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.35%	12.66K	430.34K	-146	-1.14%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.41%	124.21K	4.27M	-8.77K	-6.60%
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.46%	125.82K	4.34M	15.95K	+14.51%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.81%	29.43K	1.01M	-111	-0.38%
Mar 31, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.27%	10K	344.11K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	10.47K	360.11K	-465	-4.25%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.29%	10.59K	364.52K	-1.96K	-15.64%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.98%	35.74K	1.23M	-24.5K	-40.67%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.9%	32.91K	1.13M	-203	-0.61%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.38%	13.76K	473.53K	3.36K	+32.33%
Mar 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.4%	14.59K	503.42K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.51%	18.38K	633K	-812	-4.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.88%	32.06K	1.1M	-446	-1.37%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	1.01%	36.76K	1.27M	-2.16K	-5.55%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	1.03%	37.33K	1.28M	0	0
Mar 31, 2025	SAGEWORTH TRUST CO	1.18%	42.82K	1.47M	0	0
Mar 31, 2025	KFG WEALTH MANAGEMENT, LLC	1.69%	61.3K	2.11M	-17.14K	-21.85%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.34%	48.74K	1.68M	-819.42K	-94.39%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.4%	51.08K	1.76M	471	+0.93%
Mar 31, 2025	KELLETT WEALTH ADVISORS, LLC	22.78%	828.81K	28.52M	-34.43K	-3.99%
Mar 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.53%	19.33K	665.07K	0	0
Mar 31, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.59%	21.49K	739.54K	0	0
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.32%	11.69K	402.41K	11.69K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	24.04K	827K	-1.33K	-5.26%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.6%	21.85K	751.85K	14.61K	+201.78%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.75%	27.14K	934.02K	-5.12K	-15.88%
Mar 31, 2025		0.22%	8K	275.12K	-5.89K	-42.40%
Mar 31, 2025	CORE WEALTH ADVISORS, INC.	0.29%	10.66K	366.82K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.32%	11.49K	395.35K	0	0
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0.33%	11.89K	409.08K	-272	-2.24%
Mar 31, 2025	CITADEL ADVISORS LLC	0.35%	12.77K	439.3K	6.82K	+114.81%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.35%	12.92K	444.42K	-1.5K	-10.41%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	12.96K	446.11K	0	0
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.25%	9.02K	310.22K	0	0
Mar 31, 2025	ARCHER INVESTMENT CORP	0.26%	9.54K	328.34K	-213	-2.18%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.36%	13.12K	451.51K	-1.47K	-10.10%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.89%	68.76K	2.37M	-12.02K	-14.88%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.31%	83.97K	2.89M	-752	-0.89%
Mar 31, 2025	WORTHPOINTE, LLC	0.28%	10.23K	351.89K	0	0
Mar 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.67%	24.26K	810.77K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.71%	26K	894.66K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.67%	60.91K	2.1M	0	0
Mar 31, 2025	FERMATA ADVISORS, LLC	0.25%	9.17K	315.69K	-61	-0.66%
Mar 31, 2025	LPL FINANCIAL LLC	0.57%	20.9K	719.2K	-149	-0.71%

Frequently Asked Questions