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Institutional Ownership

Top 134 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC68.35KSep 30, 26+90.24%
Karpus Management, Inc.3.60MJun 30, 26+1.05M12.54%
Pathstone Holdings, LLC2.88MJun 30, 26-205.32K10.03%
Allspring Global Investments Holdings, LLC1.41MJun 30, 26-53.62K4.91%
RIVERNORTH CAPITAL MANAGEMENT, LLC1.05MJun 30, 26-13.76K3.64%
KEYBANK NATIONAL ASSOCIATION/OH962.37KJun 30, 26+2.79K3.35%
MORGAN STANLEY951.64KJun 30, 26+72.14K3.31%
Advisors Asset Management, Inc.764.00KJun 30, 26+75.93K2.66%
GUGGENHEIM CAPITAL LLC683.20KJun 30, 26-23.09K2.38%
Hennion & Walsh Asset Management, Inc.599.67KJun 30, 26-6.47K2.09%
SIT INVESTMENT ASSOCIATES INC533.04KJun 30, 26-143.70K1.85%
WELLS FARGO & COMPANY/MN496.29KJun 30, 26-11.78K1.73%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD373.64KJun 30, 26-80.00K1.30%
RAYMOND JAMES FINANCIAL INC301.54KJun 30, 26+277.98K1.05%
VAN ECK ASSOCIATES CORP269.07KJun 30, 26-2.56K0.94%
ROBINSON CAPITAL MANAGEMENT, LLC265.46KJun 30, 26--0.92%
COMMONWEALTH EQUITY SERVICES, LLC193.12KJun 30, 26-1.30K0.67%
Altium Capital Management LP175.19KJun 30, 26-47.08K0.61%
Rareview Capital LLC169.98KJun 30, 26-250.25K0.59%
Fiera Capital Corp142.30KJun 30, 26-5.68K0.50%
Indiana Trust & Investment Management CO137.00KJun 30, 26--0.48%
Bank of New York Mellon Corp134.61KJun 30, 26-12.45K0.47%
Dakota Wealth Management134.27KJun 30, 26+30.15K0.47%
LORD, ABBETT & CO. LLC129.03KJun 30, 26--0.45%
Almitas Capital LLC120.99KJun 30, 26-93.29K0.42%
LPL Financial LLC101.85KJun 30, 26+2.53K0.35%
RIVERBRIDGE PARTNERS LLC87.84KJun 30, 26-67.19K0.31%
WILEY BROS.-AINTREE CAPITAL, LLC86.89KJun 30, 26-5.81K0.30%
Invesco Ltd.80.64KJun 30, 26+45.29K0.28%
COHEN & STEERS, INC.78.00KJun 30, 26--0.27%
Capital Investment Advisors, LLC68.45KJun 30, 26-4010.24%
Integrated Wealth Concepts LLC67.19KJun 30, 26-5.97K0.23%
ENVESTNET ASSET MANAGEMENT INC62.95KJun 30, 26+6.15K0.22%
Summit Trail Advisors, LLC61.71KJun 30, 26-2.63K0.21%
Closed-End Fund Advisors, Inc.60.69KJun 30, 26-1.99K0.21%
ADVISOR GROUP HOLDINGS, INC.53.97KJun 30, 26+33.48K0.19%
PETRA FINANCIAL ADVISORS INC53.03KJun 30, 26-3150.18%
MELFA WEALTH MANAGEMENT, LLC47.65KJun 30, 26--0.17%
BANK OF AMERICA CORP /DE/45.73KJun 30, 26-20.78K0.16%
Creative Planning44.78KJun 30, 26-4960.16%
KENNEDY INVESTMENT GROUP39.17KJun 30, 26-8.11K0.14%
HighTower Advisors, LLC36.34KJun 30, 26-5.49K0.13%
Arete Wealth Advisors, LLC34.15KJun 30, 26+90.12%
STIFEL FINANCIAL CORP33.03KJun 30, 26+3670.11%
Thomas J. Herzfeld Advisors, Inc.33.02KJun 30, 26+33.02K0.11%
AMERIPRISE FINANCIAL INC31.91KJun 30, 26-25.63K0.11%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC31.50KJun 30, 26-2.22K0.11%
PNC FINANCIAL SERVICES GROUP, INC.30.63KJun 30, 26+30.63K0.11%
ProVise Management Group, LLC30.36KJun 30, 26+1.50K0.11%
Traub Capital Management LLC28.48KJun 30, 26-21.81K0.10%
CITADEL ADVISORS LLC28.07KJun 30, 26+28.07K0.10%
Wellspring Financial Advisors, LLC27.19KJun 30, 26+1.10K0.09%
Jupiter Wealth Management LLC27.18KJun 30, 26--0.09%
UBS Group AG26.27KJun 30, 26-6050.09%
EVOLVE PRIVATE WEALTH, LLC25.99KJun 30, 26-1.31K0.09%
BALANCED WEALTH GROUP LLC24.43KJun 30, 26+1.19K0.08%
ROYAL BANK OF CANADA21.32KJun 30, 26-57.14K0.07%
SRS Capital Advisors, Inc.20.43KJun 30, 26+20.43K0.07%
Smith Asset Management Co., LLC18.20KJun 30, 26--0.06%
Virtu Financial LLC16.12KJun 30, 26+16.12K0.06%
Merit Financial Group, LLC15.61KJun 30, 26+4450.05%
Cerity Partners LLC15.61KJun 30, 26--0.05%
HRT FINANCIAL LP15.58KJun 30, 26+15.58K0.05%
Independent Advisor Alliance14.97KJun 30, 26--0.05%
CHOREO, LLC14.13KJun 30, 26+1.04K0.05%
US BANCORP \DE\12.79KJun 30, 26-4.45K0.04%
SMH CAPITAL ADVISORS INC12.20KJun 30, 26--0.04%
Strategic Financial Concepts, LLC11.44KJun 30, 26+11.44K0.04%
River Street Advisors LLC11.18KJun 30, 26--0.04%
DUNCKER STREETT & CO INC11.00KJun 30, 26--0.04%
Ground Swell Capital, LLC10.48KJun 30, 26+10.48K0.04%
ACCREDITED INVESTOR SERVICES, LLC10.04KJun 30, 26-420.03%
RMB Capital Management, LLC10.00KJun 30, 26--0.03%
Allworth Financial LP7.00KJun 30, 26--0.02%
Global Retirement Partners, LLC6.43KJun 30, 26+6.43K0.02%
CITIGROUP INC5.53KJun 30, 26+5.53K0.02%
Pinnacle Wealth Planning Services, Inc.2.27KJun 30, 26+3330.01%
Clear Street Group Inc.2.04KJun 30, 26+2.04K0.01%
Steward Partners Investment Advisory, LLC1.84KJun 30, 26-1.49K0.01%
Caldwell Trust Co1.40KJun 30, 26--0.00%
PRIVATE TRUST CO NA1.10KJun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV1.09KJun 30, 26+1.09K0.00%
CoreCap Advisors, LLC788Jun 30, 26+590.00%
Markowski Investments768Jun 30, 26+7680.00%
WPG Advisers, LLC627Jun 30, 26+920.00%
HARBOUR INVESTMENTS, INC.500Jun 30, 26--0.00%
Community Financial Services Group, LLC200Jun 30, 26--0.00%
FIFTH THIRD BANCORP84Jun 30, 26+70.00%
Logan Stone Capital, LLC--Jun 30, 26-152.88K--
Destiny Wealth Partners, LLC--Jun 30, 26-532--
MOTCO--Jun 30, 26-725--
HIGHLINE WEALTH PARTNERS LLC--Jun 30, 26-275--
1607 Capital Partners, LLC--Jun 30, 26-35.95K--
True Link Financial Advisors, LLC--Jun 30, 26-279--
Lido Advisors, LLC--Jun 30, 26-37.54K--
BlackRock, Inc.--Jun 30, 26-595--
Saba Capital Management, L.P.--Jun 30, 26-459.32K--
Golden State Equity Partners--Jun 30, 26-1.57K--
Ackerman Capital Advisors, LLC--Jun 30, 26-14.10K--
NOMURA HOLDINGS INC--Jun 30, 26-10.00K--
WHITEBOX ADVISORS LLC--Jun 30, 26-113.65K--
Scarborough Advisors, LLC--Jun 30, 26-1.89K--
Catalina Capital Group, LLC27.51KMar 31, 26+7.82K0.10%
U.S. Capital Wealth Advisors, LLC10.21KMar 31, 26--0.04%
ORG Partners LLC1.57KDec 31, 25--0.01%
GPS Wealth Strategies Group, LLC169Dec 31, 25+20.00%
COMERICA BANK66Dec 31, 25--0.00%
CAROLINAS WEALTH CONSULTING LLC10.00KMar 31, 25+10.00K0.03%
RE Dickinson Investment Advisors, LLC7Dec 31, 24+70.00%
Edmonds Duncan Registered Investment Advisors, LLC101.75KSep 30, 24+2.74K0.35%
RAYMOND JAMES TRUST N.A.15.54KSep 30, 24--0.05%
RAYMOND JAMES & ASSOCIATES--Sep 30, 24-10.89K--
Private Wealth Strategies, L.L.C.767.96KJun 30, 24+3.85K2.67%
ADVISOR PARTNERS II, LLC500.05KSep 30, 23+500.05K1.74%
BDO Wealth Advisors, LLC--Jun 30, 23-2.03K--
Hightower 6M Holding, LLC35.96KSep 30, 22+8600.13%
PARAMETRIC PORTFOLIO ASSOCIATES LLC2.75MMar 31, 22+106.33K9.56%
6 Meridian23.01KDec 31, 21-2.37K0.08%
Reby Advisors, LLC790Dec 31, 20+7900.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.38.78KDec 31, 19+12.35K0.13%
Advisor Group, Inc.14.13KDec 31, 19+1.20K0.05%
Vestpro Financial Partners, Inc. dba CPF Texas1.20KSep 30, 18--0.00%
Commonwealth Equity Services, Inc84.44KJun 30, 17+3.17K0.29%
MSI Financial Services Inc7.38KDec 31, 16+490.03%
WESTPORT RESOURCES MANAGEMENT INC1.39KSep 30, 16-13.24K0.00%
NEWGATE CAPITAL MANAGEMENT LLC175.97KJun 30, 16-1.54K0.61%
Samson Capital Advisors LLC286.90KSep 30, 15+286.90K1.00%
J.P. Turner & Co Capital Mnagement, LLC28.79KSep 30, 15+28.79K0.10%
BAIRD ROBERT W & CO INC /WI/11.68KMar 31, 15+11.68K0.04%
UBS AG60.63KSep 30, 14+1.99K0.21%
KMS FINANCIAL SERVICES, INC--Jun 30, 14-15.60K--
KNIGHT CAPITAL GROUP LLC14.69KJun 30, 13+14.69K0.05%
First Allied Securities, Inc.31.59KJun 30, 12+2.40K0.11%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC284.68KJun 30, 10-58.53K0.99%

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

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