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

Who are the major shareholders selling Innovator U.S. Equity Accelerated 9 Buffer ETFTM – April stock?

LIDO ADVISORS, LLC, in the last quarter, reduced its stake in XBAP by -7.58% restricting it's holding to 968.75 thousand shares of worth nearly $40.64M. FOUNDATIONS INVESTMENT ADVISORS, LLC also lessened -100% of the XBAP shares from its portfolio, reducing its holding to 0 shares of worth -. UBS GROUP AG also shunned XBAP shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying XBAP stock?

As per its latest 13F filing, SUMMIT FINANCIAL, LLC increased its stake in XBAP by 100% in the last quarter. The institutional holder raised its holding to 13.85 thousand shares having worth more than $581.04K. ENVESTNET ASSET MANAGEMENT INC also added 21.19% more shares of XBAP to its portfolio, raising its holding to 32.87 thousand shares of worth $1.38M. BROOKWOOD INVESTMENT GROUP LLC also increased its XBAP shares holding by 5.86% which brought its holding to 47.65 thousand shares worth $2.00M.

XBAP's major insiders: who are they?

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

Did an insider recently sell XBAP stock?

Company executives, directors, and other insiders own N/A percent of Innovator U.S. Equity Accelerated 9 Buffer ETFTM – April's stock. Within the last six months, there have been 0 transaction(s) in which XBAP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XBAP stock?

There have been 0 transaction(s) during the past 6-months in which Innovator U.S. Equity Accelerated 9 Buffer ETFTM – April insiders have bought stock, totalling 0 shares

How much of XBAP does insiders own?

Around 0 Innovator U.S. Equity Accelerated 9 Buffer ETFTM – April shares are held by insiders, which represents about N/A of XBAP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XBAP?

LIDO ADVISORS, LLC is the largest institutional owner in XBAP which holds 968.75 thousand shares worth $40.64M or 30.47% of the total XBAP shares outstanding followed by FOUNDATIONS INVESTMENT ADVISORS, LLC with ownership of 0 shares representing 0% of the XBAP ownership. UBS GROUP AG is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Innovator U.S. Equity Accelerated 9 Buffer ETFTM – April 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 XBAP is concerned, it is a stock which is not optionable.

Is there a short position on XBAP's shares?

Number of XBAP 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 XBAP shares are there?

As of today, null shares of XBAP are outstanding.

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

XBAP 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 XBAP is null.

Innovator US Equity Accelerated 9 Buffer ETFTM – April (XBAP) 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. LIDO ADVISORS, LLC is the top corporate investor, holding 968.75K shares valued at $40.64M. A 30.47% stake in Innovator U.S. Equity Accelerated 9 Buffer ETFTM – April is owned by the company. FOUNDATIONS INVESTMENT ADVISORS, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LIDO ADVISORS, LLC	30.47%	968.75K	40.64M	-79.46K	-7.58%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0%	0	-	-10.04K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-343	-100.00%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0%	0	-	-5.31K	-100.00%
Jun 30, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.02%	721	30.24K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.03%	950	40K	0	0
Jun 30, 2026	IMG WEALTH MANAGEMENT, INC.	0.04%	1.35K	56.63K	-2	-0.15%
Jun 30, 2026	IFP ADVISORS, INC	0.06%	1.75K	73.28K	-49	-2.73%
Jun 30, 2026	TIDEMARK, LLC	0.07%	2.1K	88K	0	0
Jun 30, 2026	BARCLAYS PLC	0.15%	4.76K	199.54K	0	0
Jun 30, 2026	CRA FINANCIAL SERVICES, LLC	0.16%	4.93K	206.71K	-1.86K	-27.37%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.21%	6.76K	283.43K	0	0
Jun 30, 2026	STERLING FINANCIAL PLANNING, INC.	0.24%	7.63K	320.22K	-98	-1.27%
Jun 30, 2026	VESTIA PERSONAL WEALTH ADVISORS	0.26%	8.12K	340.68K	-5.44K	-40.11%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.3%	9.48K	397.44K	-75.11K	-88.80%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.44%	13.85K	581.04K	13.85K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	15.3K	641.7K	-353	-2.26%
Jun 30, 2026	FRAGASSO GROUP INC.	0.98%	31.3K	1.31M	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.03%	32.87K	1.38M	5.75K	+21.19%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	1.5%	47.65K	2M	2.64K	+5.86%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	9.55%	303.57K	12.73M	-9.55K	-3.05%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-9.68K	-100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0%	0	-	-18.31K	-100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0%	0	-	-11.73K	-100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	0	-	-912	-100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.01%	173	7.26K	0	0
Jun 30, 2026	LUMINIST CAPITAL LLC	0.01%	454	18.42K	454	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.02%	485	20.34K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	805	33.77K	-13	-1.59%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	821	34.44K	-500	-37.85%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	4.92K	206.54K	1.62K	+49.21%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.18%	5.8K	243.46K	0	0
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.18%	5.81K	243.7K	0	0
Jun 30, 2026	BLUE WATER ASSET MANAGEMENT	0.26%	8.34K	349.96K	-904	-9.78%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.27%	8.59K	360.4K	-237	-2.68%
Jun 30, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.27%	8.73K	366.11K	0	0
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.34%	10.65K	446.77K	4.13K	+63.41%
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.34%	10.7K	449K	0	0
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.61%	19.4K	814K	5.33K	+37.84%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.7%	22.32K	936.41K	-8.4K	-27.33%
Jun 30, 2026	WELCH FINANCIAL PLANNING, LLC	0.75%	23.94K	1M	2.8K	+13.26%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.89%	28.18K	1.18M	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.91%	28.97K	1.22M	3.96K	+15.81%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	1.14%	36.31K	1.52M	0	0
Jun 30, 2026	ORION CAPITAL MANAGEMENT LLC	1.16%	36.89K	1.55M	66	+0.18%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.37%	75.23K	3.16M	63.29K	+530.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.82%	121.3K	5.09M	-3.93K	-3.14%
Jun 30, 2026	MILLINGTON FINANCIAL ADVISORS, LLC	4.55%	144.58K	6.06M	2.35K	+1.66%
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	8.34%	265.03K	11.12M	-14.68K	-5.25%
Jun 30, 2026	CROSSPOINT FINANCIAL, LLC	9.6%	305.29K	12.81M	-31.62K	-9.39%
Mar 31, 2026	ORION CAPITAL MANAGEMENT LLC	1.16%	36.83K	1.44M	-1.58K	-4.10%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	1.42%	45.01K	1.76M	1.52K	+3.50%
Mar 31, 2026	ALLWORTH FINANCIAL LP	2.66%	84.58K	3.31M	-47.17K	-35.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.94%	125.23K	4.9M	-7.17K	-5.42%
Mar 31, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	8.8%	279.72K	10.95M	-964	-0.34%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.17%	5.31K	207.93K	-733	-12.13%
Mar 31, 2026	TIDEMARK, LLC	0.07%	2.1K	82.12K	2.1K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.1%	3.3K	130.05K	3.3K	+100.00%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.14%	4.53K	177.28K	-67	-1.46%
Mar 31, 2026	BARCLAYS PLC	0.15%	4.76K	186.21K	3.54K	+289.60%
Mar 31, 2026	LPL FINANCIAL LLC	0.37%	11.73K	459.27K	-800	-6.38%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	11.94K	467.42K	4.37K	+57.62%
Mar 31, 2026	VESTIA PERSONAL WEALTH ADVISORS	0.43%	13.56K	530.82K	-6.45K	-32.23%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	912	35.74K	-1.84K	-66.90%
Mar 31, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.02%	721	28.22K	-823	-53.30%
Mar 31, 2026	IFP ADVISORS, INC	0.06%	1.8K	70.3K	-11.43K	-86.42%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.18%	5.8K	227.19K	-4	-0.07%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.18%	5.81K	238.05K	0	0
Mar 31, 2026	WORTHPOINTE, LLC	0.2%	6.5K	254.55K	-19.79K	-75.27%
Mar 31, 2026		0.17%	5.39K	210.79K	-415	-7.16%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.32%	10.04K	393K	-1.27K	-11.21%
Mar 31, 2026	CROSSPOINT FINANCIAL, LLC	10.6%	336.91K	13.19M	-6.56K	-1.91%
Mar 31, 2026	GLOBAL TRUST WEALTH MANAGEMENT LLC	0.17%	5.39K	210.79K	-415	-7.16%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.97%	30.72K	1.2M	0	0
Mar 31, 2026	SONOMA ALLOCATIONS LLC	0.97%	30.8K	1.21M	30.8K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.03%	950	37K	0	0
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.21%	6.76K	264.49K	0	0
Mar 31, 2026	CRA FINANCIAL SERVICES, LLC	0.21%	6.79K	265.59K	-910	-11.83%
Mar 31, 2026	STERLING FINANCIAL PLANNING, INC.	0.24%	7.73K	302.66K	0	0
Mar 31, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.27%	8.73K	341.65K	-3.38K	-27.92%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.28%	8.83K	345.6K	-43	-0.48%
Mar 31, 2026	LECLAIR WEALTH PARTNERS LLC	0.29%	9.25K	361.96K	9.25K	+100.00%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.44%	14.08K	551K	-2.15K	-13.25%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	15.65K	612.64K	815	+5.49%
Mar 31, 2026	LIDO ADVISORS, LLC	32.97%	1.05M	41.03M	-11.03K	-1.04%
Mar 31, 2026	FRAGASSO GROUP INC.	0.98%	31.3K	1.24M	-8.84K	-22.02%
Mar 31, 2026	MILLINGTON FINANCIAL ADVISORS, LLC	4.47%	142.23K	5.83M	48.72K	+52.11%
Mar 31, 2026	IMG WEALTH MANAGEMENT, INC.	0.04%	1.35K	52.92K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	9.85%	313.12K	12.26M	-13.3K	-4.07%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.58%	18.31K	716.56K	-13.16K	-41.81%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.85%	27.12K	1.06M	-1.56K	-5.44%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.89%	28.18K	1.1M	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.3%	9.68K	378.87K	9.68K	+100.00%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0%	0	-	-13.67K	-100.00%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0%	0	-	-34.22K	-100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0%	0	-	-25.27K	-100.00%
Mar 31, 2026	CWM, LLC	0%	0	-	-28.7K	-100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-5.29K	-100.00%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0%	0	-	-41.44K	-100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.01%	173	6.77K	173	+100.00%
Mar 31, 2026	UBS GROUP AG	0.01%	343	13.43K	343	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.02%	485	18.99K	-48	-9.01%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	818	32.02K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	1.32K	51.71K	-1K	-43.08%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.2%	6.52K	255.14K	0	0
Mar 31, 2026	BLUE WATER ASSET MANAGEMENT	0.29%	9.25K	361.96K	0	0
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.34%	10.7K	419K	0	0
Mar 31, 2026	WELCH FINANCIAL PLANNING, LLC	0.66%	21.14K	827.38K	-3.05K	-12.62%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.79%	25.02K	979.18K	-1K	-3.84%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	1.14%	36.31K	1.42M	-6.57K	-15.31%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-141	-100.00%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.9%	30.72K	1.19M	0	0
Dec 31, 2025	CWM, LLC	0.84%	28.7K	1.11M	2.09K	+7.83%
Dec 31, 2025	IFP ADVISORS, INC	0.39%	13.23K	511.44K	-55	-0.41%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.31%	10.7K	413.92K	-220	-2.01%
Dec 31, 2025	JPMORGAN CHASE & CO	0.08%	2.76K	106.53K	-1.2K	-30.27%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	533	20.61K	-88	-14.17%
Dec 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0%	0	-	-250	-100.00%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.21%	41.44K	1.6M	5.47K	+15.19%
Dec 31, 2025	FRAGASSO GROUP INC.	1.12%	40.13K	1.55M	-2.1K	-4.97%
Dec 31, 2025	ORION CAPITAL MANAGEMENT LLC	1.07%	38.4K	1.48M	-367	-0.95%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.96%	34.22K	1.32M	-1.87K	-5.17%
Dec 31, 2025	BARCLAYS PLC	0.04%	1.22K	47.22K	1.17K	+2,203.77%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	950	37K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	818	31.63K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	9.54%	326.42K	12.62M	-1.55K	-0.47%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.87%	132.4K	5.12M	2.52K	+1.94%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.92%	31.46K	1.22M	3.06K	+10.77%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	28.68K	1.11M	1.52K	+5.61%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.79%	28.18K	1.09M	8.32K	+41.89%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.76%	26.02K	1.01M	0	0
Dec 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	8.2%	280.68K	10.85M	-11.6K	-3.97%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	1.25%	42.88K	1.66M	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.19%	6.52K	252.05K	0	0
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.17%	6.05K	233.76K	-8.06K	-57.15%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.16%	5.81K	225.47K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	5.29K	204K	-128	-2.36%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.13%	4.6K	177.73K	-650	-12.39%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	2.32K	89.75K	-133	-5.42%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.16%	5.81K	224.59K	0	0
Dec 31, 2025		0.15%	5.29K	205.2K	5.29K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	14.84K	573.7K	70	+0.47%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.38%	13.67K	528.53K	5.19K	+61.14%
Dec 31, 2025	LPL FINANCIAL LLC	0.37%	12.53K	484.64K	-215	-1.69%
Dec 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.35%	12.11K	468.21K	0	0
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.33%	11.31K	437.24K	4.24K	+59.93%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.26%	8.87K	343.08K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	7.58K	292.96K	-21.69K	-74.12%
Dec 31, 2025	STERLING FINANCIAL PLANNING, INC.	0.22%	7.73K	298.99K	-13	-0.17%
Dec 31, 2025	CRA FINANCIAL SERVICES, LLC	0.21%	7.7K	297.56K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.2%	6.76K	261.29K	0	0
Dec 31, 2025	JT STRATFORD LLC	0.19%	6.62K	256.07K	0	0
Dec 31, 2025	LIDO ADVISORS, LLC	30.99%	1.06M	40.96M	1.06M	+100.00%
Dec 31, 2025	CROSSPOINT FINANCIAL, LLC	9.59%	343.46K	13.28M	-874	-0.25%
Dec 31, 2025	ALLWORTH FINANCIAL LP	3.68%	131.75K	5.09M	-11.15K	-7.80%
Dec 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	2.74%	93.51K	3.63M	-15.14K	-13.93%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	1.21%	43.49K	1.68M	95	+0.22%
Dec 31, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.05%	1.54K	59.71K	2	+0.13%
Dec 31, 2025	IMG WEALTH MANAGEMENT, INC.	0.04%	1.35K	52.28K	-2.78K	-67.29%
Dec 31, 2025	WORTHPOINTE, LLC	0.73%	26.29K	1.02M	-126	-0.48%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.71%	25.27K	977.21K	1.66K	+7.04%
Dec 31, 2025	VESTIA PERSONAL WEALTH ADVISORS	0.56%	20.01K	775.11K	-2.2K	-9.90%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.47%	16.23K	627K	1.84K	+12.81%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	818	30.97K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	3.53%	142.9K	5.41M	-1.41M	-90.77%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.2%	129.88K	4.87M	8.13K	+6.67%
Sep 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	2.68%	108.64K	4.11M	-14.32K	-11.64%
Sep 30, 2025	LUMINIST CAPITAL LLC	0%	0	-	-89	-100.00%
Sep 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	7.21%	292.28K	11.07M	-1.23K	-0.42%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	8.09%	327.97K	12.42M	-42.83K	-11.55%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	1.07%	43.4K	1.64M	849	+2.00%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	1.06%	42.88K	1.62M	0	0
Sep 30, 2025	FRAGASSO GROUP INC.	1.04%	42.23K	1.6M	-1K	-2.31%
Sep 30, 2025	ORION CAPITAL MANAGEMENT LLC	0.96%	38.77K	1.47M	0	0
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.89%	36.09K	1.37M	-2.48K	-6.43%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.89%	35.97K	1.36M	5.48K	+17.98%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.76%	30.72K	1.16M	0	0
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.7%	28.4K	1.08M	-15.22K	-34.90%
Sep 30, 2025	STERLING FINANCIAL PLANNING, INC.	0.19%	7.75K	293.24K	0	0
Sep 30, 2025	CWM, LLC	0.66%	26.62K	1.01M	333	+1.27%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.49%	19.86K	751.94K	0	0
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.21%	8.48K	321.15K	8.48K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.22%	8.87K	335.92K	-158	-1.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	14.77K	559K	-2.22K	-13.08%
Sep 30, 2025	LPL FINANCIAL LLC	0.31%	12.75K	482.67K	261	+2.09%
Sep 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.3%	12.11K	458.44K	0	0
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.27%	10.92K	413.61K	0	0
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.17%	7.07K	267.69K	7.07K	+100.00%
Sep 30, 2025	CRA FINANCIAL SERVICES, LLC	0.19%	7.7K	291.35K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.33%	13.28K	502.85K	-80	-0.60%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.35%	14.11K	534.09K	-1.24M	-98.87%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-114	-100.00%
Sep 30, 2025	PALADIN WEALTH, LLC	0%	0	-	-11.9K	-100.00%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0%	0	-	-12.19K	-100.00%
Sep 30, 2025	BERKSHIRE MONEY MANAGEMENT, INC.	0%	0	-	-964	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.1%	3.95K	149.59K	3.95K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.58%	23.61K	893.89K	23.61K	+100.00%
Sep 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.01%	250	9.47K	0	0
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0%	0	-	-12.44K	-100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	621	23.51K	75	+13.74%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.16%	6.52K	246.79K	-12	-0.18%
Sep 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.04%	1.54K	58.38K	191	+14.14%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	2.45K	92.91K	2.45K	+100.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.13%	5.25K	198.63K	-1.25K	-19.29%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	5.41K	205K	5.41K	+100.00%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.14%	5.81K	219.91K	-20	-0.34%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.14%	5.81K	221.55K	0	0
Sep 30, 2025	STUART CHAUSSEE & ASSOCIATES, INC.	35.04%	1.42M	53.79M	-3.53K	-0.25%
Sep 30, 2025	CROSSPOINT FINANCIAL, LLC	8.49%	344.34K	13.04M	-11.54K	-3.24%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.64%	26.02K	984.99K	0	0
Sep 30, 2025	WORTHPOINTE, LLC	0.65%	26.42K	1M	-396	-1.48%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	27.15K	1.03M	1.24K	+4.79%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.72%	29.27K	1.11M	18.42K	+169.74%
Sep 30, 2025	VESTIA PERSONAL WEALTH ADVISORS	0.55%	22.21K	840.91K	-2.14K	-8.78%
Sep 30, 2025	JT STRATFORD LLC	0.16%	6.62K	250.73K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.17%	6.76K	255.84K	0	0
Sep 30, 2025	BROWN FINANCIAL ADVISORS	0%	0	-	-14.53K	-100.00%
Sep 30, 2025	IMG WEALTH MANAGEMENT, INC.	0.1%	4.13K	156.49K	0	0
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.35%	14.38K	545K	-567	-3.79%
Sep 30, 2025	UBS GROUP AG	0%	141	5.34K	141	+100.00%
Sep 30, 2025	BARCLAYS PLC	0%	53	2.01K	-122	-69.71%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	950	36K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	16.99K	624K	945	+5.89%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	10.85K	398.67K	-49.09K	-81.90%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.16%	10.92K	401.35K	0	0
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.18%	12.11K	444.85K	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.18%	12.44K	457.01K	12.44K	+100.00%
Jun 30, 2025	BROWN FINANCIAL ADVISORS	0.22%	14.53K	533.76K	14.53K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	19.86K	729.65K	5.43K	+37.64%
Jun 30, 2025	VESTIA PERSONAL WEALTH ADVISORS	0.36%	24.35K	894.55K	-61	-0.25%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	25.91K	952.08K	4.16K	+19.12%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.39%	26.02K	955.79K	4.41K	+20.41%
Jun 30, 2025	CWM, LLC	0.39%	26.28K	966K	1.78K	+7.28%
Jun 30, 2025	WORTHPOINTE, LLC	0.4%	26.82K	985.22K	-8.7K	-24.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.8%	121.76K	4.47M	36.43K	+42.70%
Jun 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	1.82%	122.96K	4.55M	-62.12K	-33.56%
Jun 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	4.35%	293.51K	10.78M	-21.5K	-6.83%
Jun 30, 2025	CROSSPOINT FINANCIAL, LLC	5.27%	355.87K	13.07M	-2.15K	-0.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	5.49%	370.79K	13.62M	-17.71K	-4.56%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	18.51%	1.25M	45.92M	1.25M	+100.00%
Jun 30, 2025	STUART CHAUSSEE & ASSOCIATES, INC.	21.1%	1.42M	52.32M	1.42M	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	22.94%	1.55M	56.89M	111.2K	+7.74%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	5.81K	215.35K	0	0
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.09%	5.83K	214.12K	-4	-0.07%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.1%	6.5K	221.69K	1.32K	+25.48%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	6.53K	239.91K	1.4K	+27.34%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.22%	14.95K	549K	-6.63K	-30.71%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	546	20.06K	-506	-48.10%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.13%	9.03K	331.76K	-223	-2.41%
Jun 30, 2025	STERLING FINANCIAL PLANNING, INC.	0.11%	7.75K	284.55K	0	0
Jun 30, 2025	CRA FINANCIAL SERVICES, LLC	0.11%	7.7K	282.71K	0	0
Jun 30, 2025		0.03%	2.2K	80K	0	0
Jun 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.02%	1.35K	49.64K	555	+69.72%
Jun 30, 2025	BERKSHIRE MONEY MANAGEMENT, INC.	0.01%	964	35.42K	964	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	950	35K	0	0
Jun 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0%	250	9.19K	50	+25.00%
Jun 30, 2025	BARCLAYS PLC	0%	175	6K	-4.06K	-95.87%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.63%	42.55K	1.56M	6.9K	+19.36%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.18%	12.19K	447.71K	12.19K	+100.00%
Jun 30, 2025	PALADIN WEALTH, LLC	0.18%	11.9K	437.21K	11.9K	+100.00%
Jun 30, 2025	JT STRATFORD LLC	0.1%	6.62K	243.29K	0	0
Jun 30, 2025	IMG WEALTH MANAGEMENT, INC.	0.06%	4.13K	151.85K	-5.4K	-56.63%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.03%	2.2K	80K	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.65%	43.63K	1.6M	43.63K	+100.00%
Jun 30, 2025	FRAGASSO GROUP INC.	0.64%	43.23K	1.59M	-666	-1.52%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.64%	42.88K	1.58M	0	0
Jun 30, 2025	ORION CAPITAL MANAGEMENT LLC	0.57%	38.77K	1.42M	-2.43K	-5.89%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.57%	38.57K	1.42M	6.08K	+18.70%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	30.72K	1.13M	0	0
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.45%	30.49K	1.12M	21.9K	+254.89%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	818	30.05K	13	+1.61%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.1%	6.76K	248.25K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.19%	12.49K	458.77K	-1.14K	-8.34%
Jun 30, 2025	IFP ADVISORS, INC	0.2%	13.36K	490.88K	10.86K	+434.44%
Mar 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.49%	32.49K	1.13M	10.27K	+46.23%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	1.05K	36.73K	-2.96K	-73.77%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	950	33K	0	0
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0%	0	-	-11.6K	-100.00%
Mar 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0%	200	6.98K	-500	-71.43%
Mar 31, 2025	FRAGASSO GROUP INC.	0.67%	43.9K	1.53M	-1.67K	-3.65%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.13%	8.59K	299.95K	8.59K	+100.00%
Mar 31, 2025	CRA FINANCIAL SERVICES, LLC	0.12%	7.7K	268.63K	0	0
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.1%	6.76K	235.89K	-1.83K	-21.27%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.91%	59.94K	2.09M	59.94K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.3%	85.32K	2.98M	5.41K	+6.77%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	5.81K	203.08K	5.81K	+100.00%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.47%	30.72K	1.07M	0	0
Mar 31, 2025	CWM, LLC	0.37%	24.5K	855K	7.73K	+46.09%
Mar 31, 2025	JT STRATFORD LLC	0.1%	6.62K	231.17K	-280	-4.06%
Mar 31, 2025		0%	89	3.12K	-85	-48.85%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	1.2K	41.89K	-4.66K	-79.50%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.08%	5.18K	180.83K	-1.32K	-20.31%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	21.61K	754.23K	-500	-2.26%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	21.75K	759.43K	2.72K	+14.31%
Mar 31, 2025	ALLWORTH FINANCIAL LP	21.86%	1.44M	49.59M	1.44M	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	5.91%	388.5K	13.56M	-35.54K	-8.38%
Mar 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	4.79%	315.01K	11M	-2.98K	-0.94%
Mar 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	2.81%	185.08K	6.26M	-15.56K	-7.76%
Mar 31, 2025	VESTIA PERSONAL WEALTH ADVISORS	0.37%	24.41K	852.12K	-3.27K	-11.80%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	14.43K	503.72K	-1.6K	-9.99%
Mar 31, 2025	WORTHPOINTE, LLC	0.54%	35.51K	1.24M	-3.77K	-9.59%
Mar 31, 2025	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.16%	10.82K	356.82K	-1.21K	-10.09%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.14%	9.25K	323.02K	-1.35K	-12.77%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.13%	8.59K	299.95K	8.59K	+100.00%
Mar 31, 2025	STERLING FINANCIAL PLANNING, INC.	0.12%	7.75K	270.38K	0	0
Mar 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-27.15K	-100.00%
Mar 31, 2025	CROSSPOINT FINANCIAL, LLC	5.45%	358.02K	12.5M	358.02K	+100.00%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.65%	42.88K	1.5M	-580	-1.33%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.08%	5.13K	179.02K	0	0
Mar 31, 2025	BARCLAYS PLC	0.06%	4.24K	148K	2.82K	+198.24%
Mar 31, 2025	IFP ADVISORS, INC	0.04%	2.5K	87.28K	-18.1K	-87.86%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	805	28.1K	0	0
Mar 31, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.01%	796	27.79K	75	+10.40%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.33%	21.58K	753K	-42.08K	-66.10%
Mar 31, 2025	ORION CAPITAL MANAGEMENT LLC	0.63%	41.19K	1.44M	1.92K	+4.88%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	16.04K	560K	-1.64K	-9.28%
Mar 31, 2025	LPL FINANCIAL LLC	0.21%	13.62K	475.58K	-214	-1.55%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.18%	12.11K	422.69K	-144	-1.18%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.17%	10.92K	381.36K	-1.49K	-12.00%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.09%	5.83K	203.6K	5.83K	+100.00%
Mar 31, 2025	GLOBAL TRUST ASSET MANAGEMENT, LLC	0%	0	-	-8.21K	-100.00%

Frequently Asked Questions