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

Who are the major shareholders selling Innovator U.S. Equity Accelerated ETF – Quarterly stock?

FIRST COMMONWEALTH FINANCIAL CORP /PA/, in the last quarter, reduced its stake in XDSQ by -1.38% restricting it's holding to 55.6 thousand shares of worth nearly $2.39M. ATRIA INVESTMENTS, INC also lessened -10.49% of the XDSQ shares from its portfolio, reducing its holding to 66.57 thousand shares of worth $2.86M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned XDSQ shares holding by -1.43% last quarter which brought its holding to 6.87 thousand shares worth $295.23K.

Investors who are buying XDSQ stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in XDSQ by 0.03% in the last quarter. The institutional holder raised its holding to 49.79 thousand shares having worth more than $2.14M. KEELER THOMAS MANAGEMENT LLC also added 425.84% more shares of XDSQ to its portfolio, raising its holding to 32.59 thousand shares of worth $1.40M. BRINKER CAPITAL INVESTMENTS, LLC also increased its XDSQ shares holding by 18.19% which brought its holding to 123.86 thousand shares worth $5.32M.

XDSQ's major insiders: who are they?

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

Did an insider recently sell XDSQ stock?

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

Which insider recently purchased XDSQ stock?

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

How much of XDSQ does insiders own?

Around 0 Innovator U.S. Equity Accelerated ETF – Quarterly shares are held by insiders, which represents about N/A of XDSQ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XDSQ?

CETERA INVESTMENT ADVISERS is the largest institutional owner in XDSQ which holds 49.79 thousand shares worth $2.14M or 3.08% of the total XDSQ shares outstanding followed by HIGHTOWER ADVISORS, LLC with ownership of 51.16 thousand shares representing 3.17% of the XDSQ ownership. FIRST COMMONWEALTH FINANCIAL CORP /PA/ is the third largest stakeholder with 55.6 thousand shares or 3.44% of the ownership worth more than $2.39M.

Is Innovator U.S. Equity Accelerated ETF – Quarterly 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 XDSQ is concerned, it is a stock which is not optionable.

Is there a short position on XDSQ's shares?

Number of XDSQ 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 XDSQ shares are there?

As of today, null shares of XDSQ are outstanding.

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

XDSQ 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 XDSQ is null.

Innovator US Equity Accelerated ETF – Quarterly (XDSQ) 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. CETERA INVESTMENT ADVISERS is the top corporate investor, holding 49.79K shares valued at $2.14M. A 3.08% stake in Innovator U.S. Equity Accelerated ETF – Quarterly is owned by the company. HIGHTOWER ADVISORS, LLC owns 51.16K shares valued at $2.20M, which translates its holding of 3.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.08%	49.79K	2.14M	15	+0.03%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	3.17%	51.16K	2.2M	0	0
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	3.44%	55.6K	2.39M	-778	-1.38%
Jun 30, 2026	ATRIA INVESTMENTS, INC	4.12%	66.57K	2.86M	-7.81K	-10.49%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.43%	6.87K	295.23K	-100	-1.43%
Jun 30, 2026	KEELER THOMAS MANAGEMENT LLC	2.02%	32.59K	1.4M	26.39K	+425.84%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	4.71%	76.15K	3.27M	-3.64K	-4.56%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	7.67%	123.86K	5.32M	19.06K	+18.19%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.9%	14.55K	625K	14.55K	+100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	1.57%	25.38K	1.09M	11.85K	+87.51%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	1.75%	28.24K	1.21M	28.24K	+100.00%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	2.12%	34.17K	1.5M	-12.19K	-26.29%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0%	0	-	-19.94K	-100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-9.93K	-100.00%
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	19	817	0	0
Jun 30, 2026	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.01%	194	8.33K	-306	-61.20%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.03%	518	22.25K	0	0
Jun 30, 2026	COUNTRY TRUST BANK	0.03%	545	23.41K	545	+100.00%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.07%	1.07K	46.09K	-9	-0.83%
Jun 30, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.2%	3.26K	139.99K	569	+21.15%
Jun 30, 2026	REGATTA RESEARCH & MONEY MANAGEMENT	0.23%	3.75K	160.91K	3.75K	+100.00%
Jun 30, 2026	SFMG, LLC	0.32%	5.16K	221.69K	-2.55K	-33.03%
Jun 30, 2026	ANDINA CAPITAL MANAGEMENT, LLC	2.83%	45.69K	1.96M	-85.13K	-65.07%
Jun 30, 2026	AUTHENTIKOS WEALTH ADVISORY, LLC	4.56%	73.71K	3.17M	-4.15K	-5.33%
Jun 30, 2026	BALLAST ROCK PRIVATE WEALTH LLC	0.44%	7.09K	304.73K	-2.6K	-26.84%
Jun 30, 2026	MY WEALTH MANAGEMENT INC.	0.84%	13.62K	585.05K	13.62K	+100.00%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	1.21%	19.61K	842.18K	19.61K	+100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-24	-100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-4.06K	-100.00%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	1	43	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.05%	789	33.89K	-458	-36.73%
Jun 30, 2026	IFP ADVISORS, INC	0.05%	877	37.67K	5	+0.57%
Jun 30, 2026	LPL FINANCIAL LLC	0.51%	8.25K	354.55K	-251	-2.95%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.54%	8.78K	377.02K	-13.83K	-61.18%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.56%	9.12K	388.46K	-2	-0.02%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.57%	9.18K	394.12K	554	+6.43%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.57%	9.25K	397.38K	-810	-8.05%
Jun 30, 2026	PITTI GROUP WEALTH MANAGEMENT, LLC	0.89%	14.37K	617.14K	-3	-0.02%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	207	8.89K	142	+218.46%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.42%	6.76K	290K	2	+0.03%
Jun 30, 2026		0.23%	3.75K	160.91K	3.75K	+100.00%
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.61%	9.8K	421.05K	-2.79K	-22.18%
Jun 30, 2026	VANTAGE POINT FINANCIAL LLC	0.73%	11.87K	509.79K	2.4K	+25.30%
Jun 30, 2026	BROWN WEALTH MANAGEMENT, LLC	0.81%	13.14K	564.43K	-4.6K	-25.93%
Jun 30, 2026	VESTIA PERSONAL WEALTH ADVISORS	1%	16.11K	692.18K	-18.42K	-53.34%
Jun 30, 2026	YARGER WEALTH STRATEGIES, LLC	1.3%	20.95K	909.57K	2.57K	+14.00%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	1.34%	21.72K	933.08K	5.69K	+35.51%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.61%	25.96K	1.12M	110	+0.43%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	1.74%	28.16K	1.21M	-5.63K	-16.66%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	2.94%	47.45K	2.04M	2.99K	+6.73%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.62%	9.93K	392.87K	9.93K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.53%	8.51K	336.66K	-221	-2.53%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.53%	8.62K	341.25K	799	+10.21%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.57%	9.12K	382.06K	-2	-0.02%
Mar 31, 2026	ANDINA CAPITAL MANAGEMENT, LLC	8.11%	130.81K	5.18M	-45.18K	-25.67%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	4.95%	79.78K	3.16M	-7.76K	-8.86%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	6.5%	104.79K	4.15M	3.72K	+3.68%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	19	753	0	0
Mar 31, 2026		0%	0	-	-8.37K	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	24	950	-16	-40.00%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.42%	6.76K	267K	0	0
Mar 31, 2026	BROWN WEALTH MANAGEMENT, LLC	1.1%	17.74K	702.18K	93	+0.53%
Mar 31, 2026	YARGER WEALTH STRATEGIES, LLC	1.14%	18.38K	727.47K	-58	-0.31%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.24%	19.94K	789.15K	-2.52K	-11.21%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.4%	22.61K	894.87K	7.58K	+50.39%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.6%	25.85K	1.02M	1.84K	+7.68%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	2.09%	33.79K	1.34M	-5.91K	-14.88%
Mar 31, 2026	VESTIA PERSONAL WEALTH ADVISORS	2.14%	34.54K	1.37M	-2.44K	-6.59%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	65	2.59K	0	0
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	2.76%	44.46K	1.76M	4.53K	+11.35%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	2.87%	46.36K	1.84M	12.93K	+38.68%
Mar 31, 2026	VANTAGE POINT FINANCIAL LLC	0.59%	9.47K	374.94K	9.47K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.09%	49.78K	1.97M	1.01K	+2.06%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	3.17%	51.16K	2.03M	-1.72K	-3.25%
Mar 31, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	3.5%	56.38K	2.23M	2.05K	+3.77%
Mar 31, 2026	CWM, LLC	3.83%	61.7K	2.44M	-7.21K	-10.46%
Mar 31, 2026	ATRIA INVESTMENTS, INC	4.61%	74.38K	2.94M	8.63K	+13.12%
Mar 31, 2026	AUTHENTIKOS WEALTH ADVISORY, LLC	4.83%	77.87K	3.08M	-535	-0.68%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-5.43K	-100.00%
Mar 31, 2026	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.03%	500	19.79K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.03%	518	20.5K	518	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.05%	872	34.52K	15	+1.75%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.07%	1.08K	42.83K	0	0
Mar 31, 2026	BARCLAYS PLC	0%	0	-	-25	-100.00%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	1	40	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.08%	1.25K	49.36K	-97	-7.22%
Mar 31, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.17%	2.69K	106.48K	649	+31.80%
Mar 31, 2026	SFMG, LLC	0.48%	7.71K	305.03K	-40.3K	-83.95%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.25%	4.06K	160.83K	4.06K	+100.00%
Mar 31, 2026	KEELER THOMAS MANAGEMENT LLC	0.38%	6.2K	245.3K	6.2K	+100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.62%	10.06K	398.25K	503	+5.26%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.99%	16.03K	634.53K	10.21K	+175.33%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.78%	12.6K	498.6K	-68.53K	-84.47%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.84%	13.54K	535.81K	13.54K	+100.00%
Mar 31, 2026	PITTI GROUP WEALTH MANAGEMENT, LLC	0.89%	14.37K	568.82K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.43%	6.97K	276.02K	-100	-1.41%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	5.43K	579.59K	5.34K	+5,500.00%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	4.91%	81.13K	3.38M	-4.45K	-5.20%
Dec 31, 2025	SFMG, LLC	2.9%	48.01K	2M	-101	-0.21%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	2.38%	39.7K	1.65M	39.7K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.42%	24.01K	999.25K	444	+1.88%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	1.35%	22.45K	934.54K	10.36K	+85.71%
Dec 31, 2025	YARGER WEALTH STRATEGIES, LLC	1.11%	18.44K	767.3K	1.8K	+10.85%
Dec 31, 2025		0.51%	8.37K	348.36K	8.37K	+100.00%
Dec 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	4.7%	78.4K	3.26M	-4.02K	-4.88%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	2.36%	39.92K	1.66M	9K	+29.11%
Dec 31, 2025	VESTIA PERSONAL WEALTH ADVISORS	2.24%	36.97K	1.55M	-4.83K	-11.55%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.4%	6.76K	281K	-4.29K	-38.82%
Dec 31, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.12%	2.04K	84.95K	3	+0.15%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.07%	1.08K	45.03K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.05%	857	35.67K	8	+0.94%
Dec 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.03%	500	20.81K	0	0
Dec 31, 2025	UBS GROUP AG	0%	40	1.67K	-878	-95.64%
Dec 31, 2025	BARCLAYS PLC	0%	25	1.04K	-3.69K	-99.33%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	19	791	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	1	42	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-51.08K	-100.00%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	0	-	-14	-100.00%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-12.31K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-3.42K	-100.00%
Dec 31, 2025	MAIA WEALTH LLC	0%	0	-	-5.66K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	65	2.71K	-98	-60.12%
Dec 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	3.21%	54.33K	2.26M	-107	-0.20%
Dec 31, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.85%	14.37K	598.08K	-4	-0.03%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.58%	9.56K	397.8K	-349	-3.52%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.34%	5.82K	242.31K	5.82K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.08%	1.34K	55.94K	-221	-14.12%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	5.17%	87.54K	3.64M	4.44K	+5.34%
Dec 31, 2025	CWM, LLC	4.07%	68.91K	2.87M	3.78K	+5.80%
Dec 31, 2025	ATRIA INVESTMENTS, INC	3.98%	65.75K	2.74M	3.75K	+6.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	7.82K	325.55K	218	+2.87%
Dec 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	10.55%	175.99K	7.32M	5.01K	+2.93%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	5.97%	101.07K	4.21M	12.66K	+14.32%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	3.2%	52.88K	2.2M	505	+0.96%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.88%	48.77K	2.03M	-849	-1.71%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	2.02%	33.43K	1.39M	12.32K	+58.33%
Dec 31, 2025	BROWN WEALTH MANAGEMENT, LLC	1.06%	17.65K	734.43K	1.71K	+10.72%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.89%	15.03K	625.63K	-14.7K	-49.45%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.55%	9.13K	384.48K	-1	-0.01%
Dec 31, 2025	LPL FINANCIAL LLC	0.52%	8.73K	363.18K	-54	-0.62%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.42%	7.07K	294.38K	-200	-2.75%
Sep 30, 2025	BROWN WEALTH MANAGEMENT, LLC	0.91%	15.94K	635.29K	2.3K	+16.84%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	97	3.87K	97	+100.00%
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	9.72%	170.99K	6.82M	10.85K	+6.77%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	5.02%	88.41K	3.52M	13.18K	+17.52%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	4.86%	85.58K	3.41M	-5.91K	-6.46%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	163	6.5K	-407	-71.40%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	1.57K	62.38K	-711	-31.24%
Sep 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.12%	2.04K	81.23K	454	+28.66%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.19%	3.42K	136.32K	3.42K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.21%	3.71K	148K	-245	-6.19%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.69%	12.09K	481.95K	12.09K	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.7%	12.31K	490.68K	-1.22K	-9.00%
Sep 30, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.82%	14.37K	572.95K	-2K	-12.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	4.72%	83.1K	3.25M	-2.12K	-2.48%
Sep 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	4.68%	82.42K	3.29M	90	+0.11%
Sep 30, 2025	CWM, LLC	3.7%	65.13K	2.6M	217	+0.33%
Sep 30, 2025	ATRIA INVESTMENTS, INC	3.52%	62K	2.47M	62K	+100.00%
Sep 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	3.09%	54.44K	2.17M	5.98K	+12.35%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	2.98%	52.37K	2.09M	-56.83K	-52.04%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0%	0	-	-881	-100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.63%	11.05K	440K	3.88K	+54.22%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.9%	51.08K	2.04M	43.48K	+571.90%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.82%	49.62K	1.98M	3.99K	+8.74%
Sep 30, 2025	SFMG, LLC	2.73%	48.11K	1.92M	-2.86K	-5.61%
Sep 30, 2025	VESTIA PERSONAL WEALTH ADVISORS	2.38%	41.8K	1.67M	0	0
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.52%	9.13K	372.61K	-2	-0.02%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.56%	9.91K	394.89K	418	+4.41%
Sep 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.95%	16.63K	662.95K	-5	-0.03%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	1.2%	21.12K	841.68K	10.6K	+100.78%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.34%	23.57K	939K	-716	-2.95%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.69%	29.74K	1.19M	29.74K	+100.00%
Sep 30, 2025	MAIA WEALTH LLC	0.32%	5.66K	230.41K	-1.05K	-15.62%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.41%	7.27K	289.9K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	7.6K	303.1K	688	+9.95%
Sep 30, 2025	LPL FINANCIAL LLC	0.5%	8.78K	349.97K	8.78K	+100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-157	-100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-44.75K	-100.00%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	1	40	0	0
Sep 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.03%	500	19.93K	300	+150.00%
Sep 30, 2025	IFP ADVISORS, INC	0.05%	849	33.84K	2	+0.24%
Sep 30, 2025	UBS GROUP AG	0.05%	918	36.59K	918	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.06%	1.08K	43.13K	-6	-0.55%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.76%	30.92K	1.23M	5.52K	+21.73%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0%	0	-	-5.8K	-100.00%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	14	558	0	0
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	19	758	0	0
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	1	37	1	+100.00%
Jun 30, 2025		0.01%	157	5.87K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	6.92K	258.52K	-64	-0.92%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.45%	7.27K	271.87K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.56%	9.13K	349.69K	-2	-0.02%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.58%	9.49K	354.7K	691	+7.85%
Jun 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.65%	10.52K	393.13K	10.52K	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.83%	13.53K	505.68K	-10.02K	-42.55%
Jun 30, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	1.01%	16.37K	612.06K	500	+3.15%
Jun 30, 2025	YARGER WEALTH STRATEGIES, LLC	1.02%	16.64K	621.89K	663	+4.15%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.47%	7.6K	284.16M	7.6K	+100.00%
Jun 30, 2025	BROWN WEALTH MANAGEMENT, LLC	0.84%	13.64K	509.9K	2.99K	+28.01%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	24.28K	908K	-432	-1.75%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.56%	25.4K	949.56K	3.06K	+13.71%
Jun 30, 2025	VESTIA PERSONAL WEALTH ADVISORS	2.58%	41.8K	1.56M	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	2.76%	44.75K	1.67M	-170	-0.38%
Jun 30, 2025	CWM, LLC	4%	64.91K	2.43M	6.84K	+11.77%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.25%	85.22K	3.19M	-869	-1.01%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	6.73%	109.21K	4.08M	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-34.91K	-100.00%
Jun 30, 2025	TOWNSQUARE CAPITAL LLC	0%	0	-	-10.84K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-286	-100.00%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.01%	157	5.87K	0	0
Jun 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.01%	200	7.48K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	570	21.31K	570	+100.00%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.05%	881	32K	-1.1K	-55.53%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.07%	1.09K	40.67K	0	0
Jun 30, 2025	BARCLAYS PLC	0.24%	3.96K	148K	68	+1.75%
Jun 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.1%	1.58K	59.21K	1.4K	+742.55%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.14%	2.28K	85.08K	231	+11.30%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.36%	5.8K	216.69K	5.8K	+100.00%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.44%	7.16K	268K	791	+12.42%
Jun 30, 2025	MAIA WEALTH LLC	0.41%	6.7K	250.6K	-1.69K	-20.16%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-6.07K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-20.32K	-100.00%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	14	523	0	0
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	19	711	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.05%	847	31.66K	847	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.81%	45.63K	1.71M	-1.71K	-3.62%
Jun 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	2.98%	48.45K	1.81M	9.03K	+22.91%
Jun 30, 2025	SFMG, LLC	3.14%	50.97K	1.91M	0	0
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	4.63%	75.23K	2.81M	55.33K	+278.05%
Jun 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	5.07%	82.33K	3.08M	-4.31K	-4.98%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	5.64%	91.49K	3.42M	14.67K	+19.09%
Jun 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	9.86%	160.14K	5.99M	11.98K	+8.08%
Mar 31, 2025	BROWN WEALTH MANAGEMENT, LLC	0.75%	10.66K	370.42K	624	+6.22%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.64%	9.13K	319.52K	-2	-0.02%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.62%	8.8K	305.83K	8.8K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.02%	286	9.94K	286	+100.00%
Mar 31, 2025		0.01%	157	5.46K	0	0
Mar 31, 2025	BARCLAYS PLC	0.27%	3.89K	135K	-1.11K	-22.12%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.14%	2.05K	71.09K	-6.03K	-74.68%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	7.71%	109.21K	3.8M	91.02K	+500.43%
Mar 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	6.12%	86.65K	3.01M	21.18K	+32.35%
Mar 31, 2025	OLD MISSION CAPITAL LLC	1.66%	23.55K	818.6K	23.55K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.74%	24.71K	859K	-7.95K	-24.34%
Mar 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	2.78%	39.42K	1.37M	10.44K	+36.02%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.08%	1.09K	37.82K	-701	-39.18%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	2.46%	34.91K	1.21M	1.31K	+3.89%
Mar 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	10.46%	148.16K	5.15M	-1.94K	-1.29%
Mar 31, 2025	YARGER WEALTH STRATEGIES, LLC	1.13%	15.97K	555.28K	811	+5.35%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	6.08%	86.09K	2.99M	-4.3K	-4.76%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.34%	47.34K	1.65M	3.68K	+8.44%
Mar 31, 2025	SFMG, LLC	3.6%	50.97K	1.77M	-107	-0.21%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	3.17%	44.92K	1.56M	-824	-1.80%
Mar 31, 2025	VESTIA PERSONAL WEALTH ADVISORS	2.95%	41.8K	1.45M	1.32K	+3.26%
Mar 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	5.42%	76.83K	2.67M	30.92K	+67.33%
Mar 31, 2025	MAIA WEALTH LLC	0.59%	8.4K	282.06K	497	+6.29%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.51%	7.27K	252.82K	0	0
Mar 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.01%	200	6.95K	100	+100.00%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	19	661	0	0
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.4%	19.9K	691.76K	19.9K	+100.00%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	1.4%	19.9K	691.76K	19.9K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.43%	20.32K	706.25K	9.87K	+94.38%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.58%	22.34K	776.61K	-8.38K	-27.28%
Mar 31, 2025	CWM, LLC	4.1%	58.08K	2.02M	26.64K	+84.74%
Mar 31, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0%	0	-	-9.38K	-100.00%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0%	0	-	-5.62K	-100.00%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	14	487	0	0
Mar 31, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.01%	188	6.54K	188	+100.00%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.77%	10.84K	376.96K	812	+8.09%
Mar 31, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	1.12%	15.87K	551.81K	15.87K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	6.98K	242.64K	-395	-5.36%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.45%	6.37K	221K	3.39K	+113.94%
Mar 31, 2025	JANE STREET GROUP, LLC	0.43%	6.07K	211.14K	-18.84K	-75.62%

Frequently Asked Questions