National Commercial Banks - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-04 13F-HR IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF Fischer Investment Strategies, Llc 2,427 0 -100.00
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 9,041 7,724 -14.57
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 199,301 230,130 15.47
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 7,921 6,793 -14.24
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 101,200 90,710 -10.37
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 31,909 32,491 1.82
2026-06-04 SCHEDULE 13G/A TMET / iShares U.S. ETF Trust - iShares Transition-Enabling Metals ETF BlackRock Portfolio Management LLC 214,000 184,066 -13.99
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 31,807 0 -100.00
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 61,935 47,596 -23.15
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 8,014 7,921 -1.16
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 32,491 31,807 -2.11
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 195,132 201,084 3.05
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 22,128 23,163 4.68
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 19,523 22,128 13.34
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 99,367
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 8,335 8,014 -3.85
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 201,084 199,301 -0.89
2026-06-04 13F-HR/A BAC / Bank of America Chelsea Counsel Co 20,000 20,000 0.00
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 6,793 6,053 -10.89
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 0 0
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 19,523
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 9,324 8,335 -10.61
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 10,407 9,270 -10.93
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 230,130 238,565 3.67
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 10,407
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 7,724 6,997 -9.41
2026-06-04 13F-HR/A HSBC / HSBC Holdings plc - Depositary Receipt Chelsea Counsel Co 10,100 10,100 0.00
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 99,367 101,200 1.84
2026-06-04 13F-HR BAC / Bank of America Evansbrook LLC 24,729 23,854 -3.54
2026-06-04 13F-HR RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF Fischer Investment Strategies, Llc 73,205
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 238,565 223,874 -6.16
2026-06-04 13F-HR/A RF / Regions Financial Chelsea Counsel Co 170 170 0.00
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 23,163 23,546 1.65
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 23,546 14,299 -39.27
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 79,996 61,935 -22.58
2026-06-04 13F-HR/A BAC.PRL / Bank of America Corporation - Preferred Stock Chelsea Counsel Co 15 15 0.00
2026-06-04 13F-HR PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July Midwest Financial Network, LLC 90,710 79,996 -11.81
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 8,927 9,041 1.28
2026-06-04 13F-HR FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund Midwest Financial Network, LLC 31,909
2026-06-04 13F-HR POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October Midwest Financial Network, LLC 9,324
2026-06-04 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Midwest Financial Network, LLC 14,299 12,462 -12.85
2026-06-04 13F-HR/A PRME / Prime Medicine Chelsea Counsel Co 227,000 462,340 103.67
2026-06-04 13F-HR PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April Midwest Financial Network, LLC 9,270 8,927 -3.70
2026-06-04 13F-HR LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF Midwest Financial Network, LLC 195,132
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 5,623 5,461 -2.88
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 44,228 45,939 3.87
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 44,302 38,609 -12.85
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 91,787 82,622 -9.99
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,274 5,025 -4.72
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 39,767 25,974 -34.68
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 28,290 17,586 -37.84
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 89,409 79,433 -11.16
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 106,080
2026-06-04 13F-HR USB / U.S. Bancorp Evansbrook LLC 16,768 16,586 -1.09
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 82,622 64,526 -21.90
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 28,778 18,592 -35.40
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 99,936 103,016 3.08
2026-06-04 13F-HR JPM / JPMorgan Chase Town Capital LLC 808 0 -100.00
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,816 5,383 -7.44
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 47,967 41,813 -12.83
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 60,594 45,606 -24.74
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 44,813 50,743 13.23
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 6,151
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 86,885 65,696 -24.39
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 103,016 91,787 -10.90
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 38,609 39,767 3.00
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 5,404
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 99,936
2026-06-04 13F-HR JPM / JPMorgan Chase Evansbrook LLC 5,485 5,659 3.17
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,025 0 -100.00
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 42,351 47,967 13.26
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 32,274 20,516 -36.43
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 52,983 46,186 -12.83
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 5,404 5,338 -1.22
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 39,127 44,302 13.23
2026-06-04 13F-HR ICVT / iShares Trust - iShares Convertible Bond ETF Town Capital LLC 3,701
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 41,813 43,183 3.28
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 45,939 28,778 -37.36
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,770 5,699 -1.23
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 109,325 97,411 -10.90
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 4,552 0 -100.00
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 100,359 89,409 -10.91
2026-06-04 13F-HR STLG / iShares Trust - iShares Factors US Growth Style ETF Fischer Investment Strategies, Llc 7,425 0 -100.00
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 5,461 0 -100.00
2026-06-04 13F-HR WFC / Wells Fargo Evansbrook LLC 11,543 11,543 0.00
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 6,076 5,623 -7.46
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 97,375
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 106,080 109,325 3.06
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,770
2026-06-04 13F-HR DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April Midwest Financial Network, LLC 6,151 6,076 -1.22
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 5,338 4,940 -7.46
2026-06-04 13F-HR DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July Midwest Financial Network, LLC 4,940 4,552 -7.85
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 79,433 60,594 -23.72
2026-06-04 13F-HR SPUS / Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF Evansbrook LLC 5,036
2026-06-04 13F-HR JPM / JPMorgan Chase Town Capital LLC 808
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 42,351
2026-06-04 13F-HR DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October Midwest Financial Network, LLC 5,699 5,274 -7.46
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 50,743 44,228 -12.84
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,889
2026-06-04 SCHEDULE 13G/A IBCB / iShares Trust - iShares iBonds Dec 2036 Term Corporate ETF BlackRock Portfolio Management LLC 400,000
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,383 5,109 -5.09
2026-06-04 13F-HR BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF Fischer Investment Strategies, Llc 611,448 719,735 17.71
2026-06-04 13F-HR GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January Midwest Financial Network, LLC 97,375 100,359 3.06
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 46,781 52,983 13.26
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,109 0 -100.00
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 46,781
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 46,186 48,624 5.28
2026-06-04 13F-HR DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January Midwest Financial Network, LLC 5,889 5,816 -1.24
2026-06-04 13F-HR/A JPM / JPMorgan Chase Chelsea Counsel Co 1,392 1,392 0.00
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 97,411 86,885 -10.81
2026-06-04 13F-HR FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April Midwest Financial Network, LLC 48,624 32,274 -33.63
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 39,127
2026-06-04 13F-HR FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January Midwest Financial Network, LLC 43,183 28,290 -34.49
2026-06-04 13F-HR GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October Midwest Financial Network, LLC 65,696 49,534 -24.60
2026-06-04 13F-HR GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April Midwest Financial Network, LLC 64,526 48,802 -24.37
2026-06-04 13F-HR PNC / PNC Financial Services Group Evansbrook LLC 2,442 2,442 0.00
2026-06-04 13F-HR FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October Midwest Financial Network, LLC 44,813
2026-06-04 13F-HR FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July Midwest Financial Network, LLC 25,974 16,272 -37.35
2026-06-03 13F-HR/A PNC / PNC Financial Services Group Wealthquest Corp 1,119 1,195 6.79
2026-06-03 13F-HR USB / U.S. Bancorp CoreFirst Bank & Trust 1,892 1,800 -4.86
2026-06-03 13F-HR/A ILCG / iShares Trust - iShares Morningstar Growth ETF Wealthquest Corp 9,851 9,160 -7.01
2026-06-03 SCHEDULE 13G/A HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF Public Employees Retirement System Of Ohio 2,977,011 2,548,011 -14.41
2026-06-03 13F-HR WFC / Wells Fargo Storebrand Asset Management As 1,619,391
2026-06-03 13F-HR/A AOA / iShares Trust - iShares Core 80 Wealthquest Corp 8,544 8,232 -3.65
2026-06-03 13F-HR WSFS / WSFS Financial Stillwater Private Wealth, LLC 3,953
2026-06-03 SCHEDULE 13G/A FXID / iShares Trust - iShares China Large-Cap ETF - Depositary Receipt Itau USA Asset Management Inc. 2,573,554 7,231,297 180.98
2026-06-03 13F-HR TFC / Truist Financial Storebrand Asset Management As 386,889 384,807 -0.54
2026-06-03 13F-HR IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF CoreFirst Bank & Trust 176,676 164,205 -7.06
2026-06-03 13F-HR/A JPM / JPMorgan Chase Wealthquest Corp 9,395 9,064 -3.52
2026-06-03 13F-HR HBAN / Huntington Bancshares Storebrand Asset Management As 40,578 38,858 -4.24
2026-06-03 13F-HR PNC / PNC Financial Services Group Storebrand Asset Management As 130,445
2026-06-03 13F-HR USB / U.S. Bancorp Storebrand Asset Management As 543,612 435,345 -19.92
2026-06-03 13F-HR CMA / Comerica Storebrand Asset Management As 100,899 87,732 -13.05
2026-06-03 13F-HR CMA / Comerica Storebrand Asset Management As 100,899
2026-06-03 13F-HR DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September CoreFirst Bank & Trust 110 110 0.00
2026-06-03 13F-HR USB / U.S. Bancorp Storebrand Asset Management As 543,612
2026-06-03 13F-HR USB / U.S. Bancorp Storebrand Asset Management As 435,345 439,691 1.00
2026-06-03 13F-HR COF / Capital One Financial Storebrand Asset Management As 247,791 411,890 66.22
2026-06-03 13F-HR JPM / JPMorgan Chase Storebrand Asset Management As 2,323,911 1,855,704 -20.15
2026-06-03 13F-HR JPM / JPMorgan Chase Stillwater Private Wealth, LLC 1,684
2026-06-03 13F-HR JPM / JPMorgan Chase CoreFirst Bank & Trust 7,262 6,702 -7.71
2026-06-03 13F-HR WFC / Wells Fargo Storebrand Asset Management As 1,702,741 1,752,567 2.93
2026-06-03 13F-HR JPM / JPMorgan Chase Storebrand Asset Management As 2,310,426 2,323,911 0.58
2026-06-03 13F-HR JPM / JPMorgan Chase Storebrand Asset Management As 2,310,426
2026-06-03 13F-HR/A WFC / Wells Fargo Wealthquest Corp 4,192 3,475 -17.10
2026-06-03 13F-HR ZION / Zions Bancorporation, National Association Storebrand Asset Management As 777 0 -100.00
2026-06-03 13F-HR ZION / Zions Bancorporation, National Association Storebrand Asset Management As 777
2026-06-03 13F-HR COF / Capital One Financial CoreFirst Bank & Trust 1,938 1,731 -10.68
2026-06-03 13F-HR JPM / JPMorgan Chase Peak Planning Group, LLC 8,750 8,940 2.17
2026-06-03 13F-HR CMA / Comerica Storebrand Asset Management As 87,732 149,910 70.87
2026-06-03 13F-HR ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF Stillwater Private Wealth, LLC 34,347
2026-06-03 13F-HR/A USB / U.S. Bancorp Wealthquest Corp 25,336 23,432 -7.51
2026-06-03 13F-HR PNC / PNC Financial Services Group Storebrand Asset Management As 114,148 114,398 0.22
2026-06-03 13F-HR HBAN / Huntington Bancshares Storebrand Asset Management As 38,858 64,310 65.50
2026-06-03 13F-HR PNC / PNC Financial Services Group Storebrand Asset Management As 130,445 114,148 -12.49
2026-06-03 13F-HR COF / Capital One Financial Storebrand Asset Management As 411,890 419,447 1.83
2026-06-03 13F-HR COF / Capital One Financial Storebrand Asset Management As 247,791
2026-06-03 13F-HR TFC / Truist Financial Storebrand Asset Management As 501,585 386,889 -22.87
2026-06-03 13F-HR WFC / Wells Fargo Peak Planning Group, LLC 10,810 10,754 -0.52
2026-06-03 13F-HR TFC / Truist Financial Storebrand Asset Management As 501,585
2026-06-03 13F-HR/A AOR / iShares Trust - iShares Core 60 Wealthquest Corp 4,767 4,409 -7.51
2026-06-03 13F-HR WFC / Wells Fargo CoreFirst Bank & Trust 4,033 3,723 -7.69
2026-06-03 13F-HR WFC / Wells Fargo Storebrand Asset Management As 1,619,391 1,702,741 5.15
2026-06-03 13F-HR HBAN / Huntington Bancshares Storebrand Asset Management As 40,578
2026-06-03 13F-HR FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF CoreFirst Bank & Trust 51,713 53,874 4.18
2026-06-03 13F-HR/A BDEC / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December Wealthquest Corp 6,836 0 -100.00
2026-06-03 SCHEDULE 13G BJAN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January Brookstone Capital Management 808,936
2026-06-03 13F-HR RF / Regions Financial Storebrand Asset Management As 131,706 133,059 1.03
2026-06-03 13F-HR RF / Regions Financial Storebrand Asset Management As 131,706
2026-06-03 13F-HR RF / Regions Financial Storebrand Asset Management As 131,706 131,706 0.00
2026-06-03 13F-HR FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF Peak Planning Group, LLC 45,019 57,827 28.45
2026-06-03 13F-HR/A BOCT / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October Wealthquest Corp 44,597 43,921 -1.52
2026-06-03 13F-HR KEY / KeyCorp Storebrand Asset Management As 9,665 16,269 68.33
2026-06-03 13F-HR/A PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May Wealthquest Corp 35,645 35,645 0.00
2026-06-03 13F-HR SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF CoreFirst Bank & Trust 24,487 36,671 49.76
2026-06-03 13F-HR KEY / KeyCorp Storebrand Asset Management As 16,448
2026-06-03 SCHEDULE 13G BMAY / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - May Brookstone Capital Management 11,178 924,279 8,168.73
2026-06-03 13F-HR/A BJUL / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July Wealthquest Corp 41,750 41,690 -0.14
2026-06-03 SCHEDULE 13G/A BNOV / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - November Brookstone Capital Management 642,593 28,312 -95.59
2026-06-03 13F-HR KEY / KeyCorp Storebrand Asset Management As 16,448 9,665 -41.24
2026-06-03 13F-HR EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF CoreFirst Bank & Trust 22,788 22,560 -1.00
2026-06-03 13F-HR C / Citigroup Storebrand Asset Management As 1,724,596
2026-06-03 13F-HR C / Citigroup Storebrand Asset Management As 1,727,813 1,757,188 1.70
2026-06-03 13F-HR C / Citigroup Storebrand Asset Management As 1,724,596 1,727,813 0.19
2026-06-03 13F-HR BAC / Bank of America CoreFirst Bank & Trust 3,188 5,012 57.21
2026-06-03 13F-HR BAC / Bank of America Storebrand Asset Management As 4,438,502 4,464,150 0.58
2026-06-03 13F-HR BAC / Bank of America Storebrand Asset Management As 4,438,502
2026-06-03 13F-HR BAC / Bank of America Storebrand Asset Management As 4,464,150 4,544,782 1.81
2026-06-03 13F-HR C / Citigroup CoreFirst Bank & Trust 182 182 0.00
2026-06-02 13F-HR C.WSA / Citigroup Blue Edge Capital, LLC 4,684 4,709 0.53
2026-06-02 13F-HR/A CADE / Cadence Bank Optiver Holding B.V. 944 0 -100.00
2026-06-02 13F-HR/A CADE / Cadence Bank DV Trading LLC 400 0 -100.00
2026-06-02 13F-HR/A RF / Regions Financial Optiver Holding B.V. 478 5,683 1,088.91
2026-06-02 13F-HR/A SHBI / Shore Bancshares Optiver Holding B.V. 252 316 25.40
2026-06-02 13F-HR/A C / Citigroup Optiver Holding B.V. 3,331,800 4,246,300 27.45
2026-06-02 13F-HR/A BANC / Banc of California DV Trading LLC 400 0 -100.00
2026-06-02 13F-HR/A VABK / Virginia National Bankshares Optiver Holding B.V. 62 54 -12.90
2026-06-02 13F-HR/A SNV / Synovus Financial DV Trading LLC 1,000 0 -100.00
2026-06-02 13F-HR/A PFIS / Peoples Financial Services Optiver Holding B.V. 84 92 9.52
2026-06-02 13F-HR/A FULT / Fulton Financial Parallel Advisors, LLC 1,903 0 -100.00
2026-06-02 13F-HR/A C / Citigroup Parallel Advisors, LLC 28,696 0 -100.00
2026-06-02 13F-HR/A KEY / KeyCorp Optiver Holding B.V. 6,180 0 -100.00
2026-06-02 13F-HR/A FFBC / First Financial Bancorp. Optiver Holding B.V. 92 0 -100.00
2026-06-02 13F-HR/A NBHC / National Bank Holdings Optiver Holding B.V. 90 26 -71.11
2026-06-02 13F-HR/A KEY / KeyCorp DV Trading LLC 1,000 0 -100.00
2026-06-02 13F-HR FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF Norris Financial Group, LLC 17,481
2026-06-02 13F-HR C / Citigroup First Nebraska Trust Co 3,489
2026-06-02 13F-HR FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF Norris Financial Group, LLC 17,481 17,481 0.00
2026-06-02 13F-HR/A NKSH / National Bankshares Optiver Holding B.V. 92 60 -34.78
2026-06-02 13F-HR/A CASH / Pathward Financial Optiver Holding B.V. 0 33
2026-06-02 13F-HR/A NBTB / NBT Bancorp Optiver Holding B.V. 28 64 128.57
2026-06-02 13F-HR FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF Norris Financial Group, LLC 17,481 17,481 0.00
2026-06-02 13F-HR/A NIC / Nicolet Bankshares Optiver Holding B.V. 24 78 225.00
2026-06-02 13F-HR LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Norris Financial Group, LLC 75,874 0 -100.00
2026-06-02 13F-HR LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Norris Financial Group, LLC 91,287 75,162 -17.66
2026-06-02 13F-HR LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Norris Financial Group, LLC 75,162 75,874 0.95
2026-06-02 13F-HR LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Norris Financial Group, LLC 91,287
2026-06-02 13F-HR FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF Norris Financial Group, LLC 23,278 22,884 -1.69
2026-06-02 13F-HR/A FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF Optiver Holding B.V. 3 3 0.00
2026-06-02 13F-HR RF / Regions Financial Southern Farm Bureau Life Insurance 279,090 279,090 0.00
2026-06-02 13F-HR/A FRME / First Merchants Optiver Holding B.V. 216 194 -10.19
2026-06-02 13F-HR/A UBS / UBS Group Optiver Holding B.V. 1,131,100 893,000 -21.05
2026-06-02 13F-HR/A FDBC / Fidelity D & D Bancorp Optiver Holding B.V. 80 56 -30.00
2026-06-02 13F-HR/A FCF / First Commonwealth Financial Optiver Holding B.V. 237 137 -42.19
2026-06-02 13F-HR C / Citigroup Blue Edge Capital, LLC 34,216 34,376 0.47
2026-06-02 13F-HR FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF Norris Financial Group, LLC 21,330 23,278 9.13
2026-06-02 13F-HR/A VLY / Valley National Bancorp Optiver Holding B.V. 2,814 443 -84.26
2026-06-02 13F-HR FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF Norris Financial Group, LLC 44,129
2026-06-02 13F-HR/A UBS / UBS Group Optiver Holding B.V. 465,700 1,115,100 139.45
2026-06-02 13F-HR/A KEY / KeyCorp Parallel Advisors, LLC 6,487 0 -100.00
2026-06-02 13F-HR FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF Norris Financial Group, LLC 22,427
2026-06-02 13F-HR FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF Norris Financial Group, LLC 22,427 21,330 -4.89
2026-06-02 13F-HR FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF Norris Financial Group, LLC 46,434 45,628 -1.74
2026-06-02 13F-HR/A SHG / Shinhan Financial Group Co., - Depositary Receipt Parallel Advisors, LLC 14,435 0 -100.00
2026-06-02 13F-HR FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF Norris Financial Group, LLC 17,481 17,481 0.00
2026-06-02 13F-HR FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF Norris Financial Group, LLC 41,899 46,434 10.82
2026-06-02 13F-HR VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF First Nebraska Trust Co 8,679
2026-06-02 13F-HR FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF Norris Financial Group, LLC 44,129 41,899 -5.05
2026-06-02 13F-HR/A C / Citigroup Optiver Holding B.V. 35,311 0 -100.00
2026-06-02 13F-HR/A LCNB / LCNB Optiver Holding B.V. 164 124 -24.39
2026-06-02 13F-HR/A RF / Regions Financial Parallel Advisors, LLC 9,511 0 -100.00
2026-06-02 13F-HR/A CARE / Carter Bankshares Optiver Holding B.V. 210 234 11.43
2026-06-02 13F-HR/A BAC / Bank of America Optiver Holding B.V. 3,829,100 6,847,000 78.81
2026-06-02 13F-HR/A BCAL / California BanCorp Optiver Holding B.V. 196 212 8.16
2026-06-02 13F-HR/A ATLO / Ames National Optiver Holding B.V. 142 102 -28.17
2026-06-02 13F-HR/A C / Citigroup DV Trading LLC 193 0 -100.00
2026-06-02 13F-HR/A BHRB / Burke & Herbert Financial Services Optiver Holding B.V. 84 56 -33.33
2026-06-02 13F-HR/A BAC / Bank of America Parallel Advisors, LLC 112,248 0 -100.00
2026-06-02 13F-HR/A AMTB / Amerant Bancorp Optiver Holding B.V. 232 144 -37.93
2026-06-02 13F-HR/A HAFC / Hanmi Financial Optiver Holding B.V. 56 0 -100.00