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Institutional Ownership

Top 101 Institutional Holders
HolderSharesDateChange% Held
Clay Northam Wealth Management, LLC--Sep 30, 26-7.66K--
GoalVest Advisory LLC--Sep 30, 26-201--
MORGAN STANLEY1.10MJun 30, 26+17.53K3.20%
BANK OF AMERICA CORP /DE/869.83KJun 30, 26+51.23K2.53%
WELLS FARGO & COMPANY/MN616.77KJun 30, 26-22.29K1.79%
UBS Group AG452.67KJun 30, 26+20.43K1.31%
AMERIPRISE FINANCIAL INC380.28KJun 30, 26+2.24K1.10%
ROYAL BANK OF CANADA354.98KJun 30, 26-9.08K1.03%
Karpus Management, Inc.324.29KJun 30, 26+130.66K0.94%
Allspring Global Investments Holdings, LLC222.39KJun 30, 26+222.39K0.65%
Saba Capital Management, L.P.179.93KJun 30, 26-63.90K0.52%
Advisors Asset Management, Inc.168.61KJun 30, 26-44.92K0.49%
RAYMOND JAMES FINANCIAL INC160.04KJun 30, 26+24.27K0.46%
Steward Partners Investment Advisory, LLC151.10KJun 30, 26+8760.44%
1607 Capital Partners, LLC143.68KJun 30, 26+123.57K0.42%
LPL Financial LLC117.08KJun 30, 26+11.69K0.34%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.114.09KJun 30, 26-48.54K0.33%
Summit Financial, LLC111.04KJun 30, 26+2.39K0.32%
STIFEL FINANCIAL CORP82.79KJun 30, 26+3.65K0.24%
WEDBUSH SECURITIES INC75.80KJun 30, 26-1.00K0.22%
OPPENHEIMER & CO INC72.74KJun 30, 26-3370.21%
WILEY BROS.-AINTREE CAPITAL, LLC64.37KJun 30, 26+6.35K0.19%
FIRST TRUST ADVISORS LP50.56KJun 30, 26-4540.15%
WOLVERINE ASSET MANAGEMENT LLC47.23KJun 30, 26-117.47K0.14%
KINGSWOOD WEALTH ADVISORS, LLC38.86KJun 30, 26-5650.11%
PMG Family Office LLC37.14KJun 30, 26+3160.11%
Calamos Advisors LLC35.74KJun 30, 26+2.38K0.10%
SeaCrest Wealth Management, LLC30.25KJun 30, 26-2000.09%
Janney Montgomery Scott LLC27.54KJun 30, 26+1600.08%
CreativeOne Wealth, LLC25.90KJun 30, 26-5880.08%
COMMONWEALTH EQUITY SERVICES, LLC23.42KJun 30, 26+2.67K0.07%
Serenus Wealth Advisors, LLC22.12KJun 30, 26--0.06%
NewEdge Advisors, LLC19.82KJun 30, 26+7.44K0.06%
TRUIST FINANCIAL CORP17.91KJun 30, 26+3160.05%
SYKON CAPITAL LLC17.61KJun 30, 26--0.05%
ADVISOR GROUP HOLDINGS, INC.17.58KJun 30, 26-4.77K0.05%
Alteri Wealth LLC17.31KJun 30, 26+100.05%
Cetera Investment Advisers15.72KJun 30, 26-10.86K0.05%
Moors & Cabot, Inc.14.70KJun 30, 26-2.00K0.04%
Prospera Financial Services Inc14.27KJun 30, 26--0.04%
JANE STREET GROUP, LLC14.22KJun 30, 26+2.34K0.04%
XTX Topco Ltd14.17KJun 30, 26+2.62K0.04%
SPIREPOINT PRIVATE CLIENT, LLC13.93KJun 30, 26+1.26K0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors12.74KJun 30, 26+9080.04%
Sanctuary Advisors, LLC11.45KJun 30, 26+11.45K0.03%
LEVEL FOUR ADVISORY SERVICES, LLC11.38KJun 30, 26+11.38K0.03%
EVOLVE PRIVATE WEALTH, LLC11.21KJun 30, 26-3120.03%
Mariner, LLC10.85KJun 30, 26+10.85K0.03%
Colony Group, LLC10.82KJun 30, 26+10.82K0.03%
AMERIFLEX GROUP, INC.10.80KJun 30, 26--0.03%
Wealthcare Advisory Partners LLC10.42KJun 30, 26+400.03%
J.W. COLE ADVISORS, INC.9.82KJun 30, 26+9.82K0.03%
Concurrent Investment Advisors, LLC9.68KJun 30, 26+1750.03%
HighTower Advisors, LLC9.31KJun 30, 26+9.31K0.03%
MERCER GLOBAL ADVISORS INC /ADV9.22KJun 30, 26-7180.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8.67KJun 30, 26+1.44K0.03%
AQR CAPITAL MANAGEMENT LLC8.25KJun 30, 26+8.25K0.02%
Stockman Wealth Management, Inc.8.13KJun 30, 26+8.13K0.02%
ENVESTNET ASSET MANAGEMENT INC8.00KJun 30, 26+8.00K0.02%
PNC FINANCIAL SERVICES GROUP, INC.7.19KJun 30, 26--0.02%
NBC SECURITIES, INC.6.47KJun 30, 26+720.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.92KJun 30, 26+1.43K0.01%
FIFTH THIRD BANCORP3.48KJun 30, 26-4950.01%
Rockefeller Capital Management L.P.2.69KJun 30, 26-6340.01%
Geneos Wealth Management Inc.1.79KJun 30, 26--0.01%
Integrated Wealth Concepts LLC1.20KJun 30, 26+1.20K0.00%
US BANCORP \DE\1.00KJun 30, 26+1.00K0.00%
Continuum Advisory, LLC1.00KJun 30, 26+1.00K0.00%
UBS ASSET MANAGEMENT AMERICAS INC828Jun 30, 26--0.00%
ASSETMARK, INC580Jun 30, 26+5800.00%
Tidemark, LLC409Jun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.360Jun 30, 26--0.00%
Strategic Advocates LLC323Jun 30, 26--0.00%
ST GERMAIN D J CO INC275Jun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC110Jun 30, 26+100.00%
Cornerstone Planning Group LLC104Jun 30, 26-10.00%
Smartleaf Asset Management LLC26Jun 30, 26--0.00%
Advisory Services Network, LLC--Jun 30, 26-100--
READYSTATE ASSET MANAGEMENT LP--Jun 30, 26-36.87K--
FMR LLC--Jun 30, 26-2--
MAI Capital Management--Jun 30, 26-1.09K--
CHESAPEAKE ASSET MANAGEMENT LLC--Jun 30, 26-1.07K--
Shaker Financial Services, LLC--Jun 30, 26-111.79K--
Ancora Advisors, LLC--Jun 30, 26-100--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-13.20K--
CWM, LLC8.10KMar 31, 26--0.02%
COMERICA BANK4.05KDec 31, 25-670.01%
Motiv8 Investments LLC339Dec 31, 25+3390.00%
AVANTAX ADVISORY SERVICES, INC.12.46KJun 30, 25+12.46K0.04%
Aveo Capital Partners, LLC13.30KMar 31, 25+13.30K0.04%
Kiely Wealth Advisory Group, Inc.50Dec 31, 24+500.00%
RAYMOND JAMES & ASSOCIATES61.41KSep 30, 24+1.38K0.18%
Raymond James Financial Services Advisors, Inc.15.18KSep 30, 24-1.70K0.04%
RAYMOND JAMES TRUST N.A.13.61KSep 30, 24--0.04%
Gratus Capital LLC11.50KJun 30, 24+11.50K0.03%
Covington Capital Management3.44KSep 30, 22--0.01%
American Portfolios Advisors600Sep 30, 22--0.00%
FourThought Financial, LLC54Sep 30, 22+540.00%
B. Riley Wealth Management, Inc.36.18KJun 30, 22+6.10K0.11%
PARAMETRIC PORTFOLIO ASSOCIATES LLC246.91KMar 31, 22+30.61K0.72%
NEXT Financial Group, Inc7.81KDec 31, 21+1.12K0.02%

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.