ACES

Institutional Ownership

Top 79 Institutional Holders
HolderSharesDateChange% Held
CIBC Bancorp USA Inc.1.47MJun 30, 26+83.08K38.56%
Wealthfront Advisers LLC107.75KJun 30, 26+10.71K2.82%
GOLDMAN SACHS GROUP INC100.00KJun 30, 26-4.26K2.61%
BANK OF AMERICA CORP /DE/70.13KJun 30, 26+7.42K1.83%
D. E. Shaw & Co., Inc.39.82KJun 30, 26+4.11K1.04%
Colony Group, LLC35.12KJun 30, 26-2.08K0.92%
GTS SECURITIES LLC34.41KJun 30, 26+34.41K0.90%
SUSQUEHANNA INTERNATIONAL GROUP, LLP24.00KJun 30, 26-6.28K0.63%
MORGAN STANLEY21.14KJun 30, 26+2.87K0.55%
LPL Financial LLC20.27KJun 30, 26+770.53%
WELLS FARGO & COMPANY/MN19.86KJun 30, 26+6.03K0.52%
CITIGROUP INC19.21KJun 30, 26+19.21K0.50%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO18.59KJun 30, 26-2.37K0.49%
WAYSTONE ADVISORS LLC18.20KJun 30, 26+1.18K0.48%
UBS Group AG13.21KJun 30, 26+1.77K0.35%
JANE STREET GROUP, LLC11.52KJun 30, 26-29.18K0.30%
TRILLIUM ASSET MANAGEMENT, LLC8.50KJun 30, 26--0.22%
US BANCORP \DE\8.11KJun 30, 26+8670.21%
LaSalle St. Investment Advisors, LLC8.10KJun 30, 26+1.78K0.21%
Cetera Investment Advisers7.76KJun 30, 26+1.44K0.20%
ROYAL BANK OF CANADA7.24KJun 30, 26+5.75K0.19%
NORTHSTAR ASSET MANAGEMENT INC6.42KJun 30, 26+6.42K0.17%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3.69KJun 30, 26--0.10%
ADVISOR GROUP HOLDINGS, INC.1.92KJun 30, 26+1.47K0.05%
Smithfield Trust Co1.41KJun 30, 26--0.04%
Aspect Partners, LLC677Jun 30, 26+6770.02%
Steward Partners Investment Advisory, LLC302Jun 30, 26--0.01%
Rockefeller Capital Management L.P.267Jun 30, 26--0.01%
Geneos Wealth Management Inc.245Jun 30, 26--0.01%
NewEdge Advisors, LLC200Jun 30, 26-40.01%
Integrated Wealth Concepts LLC197Jun 30, 26+1970.01%
TSFG, LLC183Jun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.120Jun 30, 26--0.00%
Godfrey Financial Associates, Inc.100Jun 30, 26--0.00%
PlanVest Financial, Inc100Jun 30, 26--0.00%
Fourth Dimension Wealth, LLC100Jun 30, 26--0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.59Jun 30, 26--0.00%
FMR LLC44Jun 30, 26-1250.00%
Global Retirement Partners, LLC40Jun 30, 26+400.00%
WOLFF WIESE MAGANA LLC37Jun 30, 26--0.00%
Financial Management Professionals, Inc.25Jun 30, 26--0.00%
Cassaday & Co Wealth Management LLC20Jun 30, 26--0.00%
Bear Mountain Capital, Inc.15Jun 30, 26+150.00%
COMPASS FINANCIAL MANAGEMENT LLC13Jun 30, 26+130.00%
Ashton Thomas Private Wealth, LLC10Jun 30, 26--0.00%
NATIONAL BANK OF CANADA /FI/9Jun 30, 26+20.00%
Ronald Blue Trust, Inc.3Jun 30, 26--0.00%
Qube Research & Technologies Ltd3Jun 30, 26-800.00%
FIFTH THIRD BANCORP1Jun 30, 26+10.00%
JPMORGAN CHASE & CO1Jun 30, 26--0.00%
Belvedere Trading LLC--Jun 30, 26-3.30K--
Massar Capital Management, LP--Jun 30, 26-15.79K--
Advisory Services Network, LLC--Jun 30, 26-100--
Western Wealth Management, LLC--Jun 30, 26-200--
MAI Capital Management--Jun 30, 26-50--
TigerOak Management, L.L.C.--Jun 30, 26-8.62K--
Allworth Financial LP--Jun 30, 26-578--
Golden State Equity Partners--Jun 30, 26-37--
HRT FINANCIAL LP--Jun 30, 26-9.81K--
CITADEL ADVISORS LLC--Jun 30, 26-28.96K--
CIBC Private Wealth Group, LLC1.26MDec 31, 25+122.55K33.00%
Money Design Co.,Ltd.50.37KJun 30, 25-3.25K1.32%
Cutler Group LLC / CA213Mar 31, 24-2.69K0.01%
COLONY GROUP LLC13.32KSep 30, 23+2.78K0.35%
Sargent Bickham Lagudis LLC--Dec 31, 22-116--
American Portfolios Advisors275Sep 30, 22-360.01%
Covington Capital Management2Sep 30, 22--0.00%
KINGS POINT CAPITAL MANAGEMENT19.59KMar 31, 22+1970.51%
Dixon Hughes Goodman Wealth Advisors LLC8Mar 31, 22+80.00%
NEXT Financial Group, Inc9.10KDec 31, 21-3100.24%
Carroll Financial Associates, Inc.1.29KDec 31, 21--0.03%
BINGHAM OSBORN & SCARBOROUGH LLC3.41KSep 30, 21--0.09%
FormulaFolio Investments, LLC51Jun 30, 21+510.00%
Winslow, Evans & Crocker, Inc.900Dec 31, 20+9000.02%
3D ASSET MANAGEMENT, INC4.30KSep 30, 20+4.30K0.11%
LifePlan Financial Group, Inc83Sep 30, 20+70.00%
CIBC BANK USA48.24KDec 31, 19+5.09K1.26%
LADENBURG THALMANN FINANCIAL SERVICES INC.936Dec 31, 19-1660.02%
Advisor Group, Inc.800Dec 31, 19+6000.02%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.