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Institutional Ownership

Top 54 Institutional Holders
HolderSharesDateChange% Held
HARBOR INVESTMENT ADVISORY, LLC--Sep 30, 26-1.62K--
ENVESTNET ASSET MANAGEMENT INC13.23MJun 30, 26+666.45K48.39%
Envestnet Portfolio Solutions, Inc.12.15MJun 30, 26+6.57K44.45%
LPL Financial LLC1.06MJun 30, 26+58.77K3.88%
PRINCIPAL SECURITIES, INC.756.25KJun 30, 26+61.35K2.77%
MML INVESTORS SERVICES, LLC474.95KJun 30, 26+35.19K1.74%
B. Riley Wealth Advisors, Inc.252.94KJun 30, 26+41.47K0.93%
Cetera Investment Advisers247.72KJun 30, 26+81.63K0.91%
WILEY BROS.-AINTREE CAPITAL, LLC231.31KJun 30, 26+2.75K0.85%
ADVISOR GROUP HOLDINGS, INC.214.86KJun 30, 26-3610.79%
PARK AVENUE SECURITIES LLC164.51KJun 30, 26+164.51K0.60%
RESOLUTE WEALTH ADVISOR, INC.132.13KJun 30, 26--0.48%
Spire Wealth Management94.33KJun 30, 26+12.25K0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP53.62KJun 30, 26+17.70K0.20%
WEDBUSH SECURITIES INC45.68KJun 30, 26+6300.17%
Pensionmark Financial Group, LLC44.84KJun 30, 26-5190.16%
HRT FINANCIAL LP22.93KJun 30, 26+22.93K0.08%
Cambridge Investment Research Advisors, Inc.20.29KJun 30, 26-7650.07%
Mariner, LLC18.44KJun 30, 26-2.00K0.07%
Founders Financial Alliance, LLC18.35KJun 30, 26+18.35K0.07%
COMMONWEALTH EQUITY SERVICES, LLC18.32KJun 30, 26+4470.07%
JANE STREET GROUP, LLC18.15KJun 30, 26+9.44K0.07%
Financial Sense Advisors, Inc.18.03KJun 30, 26-2420.07%
PRINCIPAL FINANCIAL GROUP INC17.80KJun 30, 26-9040.07%
NewEdge Advisors, LLC16.06KJun 30, 26--0.06%
Sigma Planning Corp12.16KJun 30, 26--0.04%
Diversify Advisory Services, LLC10.48KJun 30, 26+10.48K0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC10.48KJun 30, 26+3.89K0.04%
ASSETMARK, INC10.08KJun 30, 26+4.17K0.04%
Financial Services Advisory Inc8.48KJun 30, 26+2.59K0.03%
QRG CAPITAL MANAGEMENT, INC.5.69KJun 30, 26-1.56K0.02%
MORGAN STANLEY4.24KJun 30, 26+1.32K0.02%
Allworth Financial LP3.58KJun 30, 26-1.26K0.01%
Pinnacle Bancorp, Inc.3.07KJun 30, 26+9320.01%
UBS Group AG2.21KJun 30, 26+1.40K0.01%
Pioneer Family Office, LLC1.90KJun 30, 26--0.01%
PNC FINANCIAL SERVICES GROUP, INC.1.13KJun 30, 26-6870.00%
Wellington Grp LLC821Jun 30, 26--0.00%
Golden State Wealth Management, LLC658Jun 30, 26+6580.00%
Signature Resources Capital Management, LLC464Jun 30, 26--0.00%
Crews Bank & Trust310Jun 30, 26+3100.00%
IFP Advisors, Inc301Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS205Jun 30, 26+2050.00%
Integrated Wealth Concepts LLC160Jun 30, 26+1600.00%
Signature Equity Partners, LLC28Jun 30, 26--0.00%
Golden State Equity Partners--Jun 30, 26-67--
MAI Capital Management--Jun 30, 26-1.16K--
Kestra Advisory Services, LLC--Jun 30, 26-14.03K--
CITADEL ADVISORS LLC--Jun 30, 26-55.01K--
Capital Asset Managemnet, LLC--Jun 30, 26-6.41K--
ORG Partners LLC67Dec 31, 25+60.00%
Lion Street Advisors, LLC--Sep 30, 25-30.70K--
Atria Wealth Solutions, Inc.46.28KJun 30, 25-533.79K0.17%
First Horizon Advisors, Inc.6.08KJun 30, 25-1.74K0.02%

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.