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Institutional Ownership

Top 193 Institutional Holders
HolderSharesDateChange% Held
CX Institutional498Sep 30, 26+4980.00%
EASTERN BANK321Sep 30, 26+3210.00%
JPMORGAN CHASE & CO85.86MJun 30, 26+434.11K87.57%
BANK OF AMERICA CORP /DE/9.93MJun 30, 26+490.65K10.13%
Jupiter Topco LLC486.70KJun 30, 26+486.70K0.50%
MORGAN STANLEY355.02KJun 30, 26-9.43K0.36%
JANE STREET GROUP, LLC240.53KJun 30, 26+174.44K0.25%
ATLAS CAPITAL ADVISORS LLC200.37KJun 30, 26+14.90K0.20%
SIMON QUICK ADVISORS, LLC172.44KJun 30, 26+1940.18%
Financial Management Professionals, Inc.155.30KJun 30, 26+155.30K0.16%
LPL Financial LLC120.00KJun 30, 26+24.05K0.12%
UBS Group AG98.88KJun 30, 26+7.26K0.10%
PGIM Custom Harvest LLC75.62KJun 30, 26+5.42K0.08%
WELLS FARGO & COMPANY/MN72.37KJun 30, 26-1700.07%
NORTHERN TRUST CORP66.63KJun 30, 26+40.00K0.07%
SYON CAPITAL LLC45.53KJun 30, 26-1.86K0.05%
Rockefeller Capital Management L.P.39.85KJun 30, 26+5.97K0.04%
CHOREO, LLC36.53KJun 30, 26-160.04%
Quantinno Capital Management LP31.61KJun 30, 26-4.09K0.03%
MML INVESTORS SERVICES, LLC30.23KJun 30, 26+9.08K0.03%
Badgley Phelps Wealth Managers, LLC20.65KJun 30, 26-18.43K0.02%
Robertson Stephens Wealth Management, LLC19.11KJun 30, 26+30.02%
BROWN ADVISORY INC16.47KJun 30, 26+16.47K0.02%
CI Private Wealth, LLC16.16KJun 30, 26-3310.02%
FIFTH THIRD BANCORP15.68KJun 30, 26-1.16K0.02%
RAYMOND JAMES FINANCIAL INC15.66KJun 30, 26+7.78K0.02%
CERTUITY, LLC13.83KJun 30, 26-9330.01%
FMR LLC13.60KJun 30, 26+2.72K0.01%
Circle Wealth Management, LLC13.19KJun 30, 26+3070.01%
ENVESTNET ASSET MANAGEMENT INC11.68KJun 30, 26+1.45K0.01%
SUMMITRY LLC11.52KJun 30, 26+11.52K0.01%
Creative Planning11.37KJun 30, 26-8.28K0.01%
BLAIR WILLIAM & CO/IL10.83KJun 30, 26+510.01%
Nolet Wealth Management, LLC10.64KJun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.06KJun 30, 26+2.46K0.01%
Resources Investment Advisors, LLC.9.00KJun 30, 26-14.27K0.01%
Municipal Employees' Retirement System of Michigan8.79KJun 30, 26-290.00K0.01%
Ballentine Partners, LLC8.44KJun 30, 26+2.00K0.01%
Cetera Investment Advisers8.39KJun 30, 26+2.00K0.01%
GREENWOOD GEARHART INC8.38KJun 30, 26+8.38K0.01%
Dorsey & Whitney Trust CO LLC8.19KJun 30, 26--0.01%
STEPHENS INC /AR/7.78KJun 30, 26--0.01%
Icon Wealth Advisors, LLC7.37KJun 30, 26+20.01%
BROWN BROTHERS HARRIMAN & CO6.55KJun 30, 26--0.01%
US BANCORP \DE\6.40KJun 30, 26-1370.01%
Pathstone Holdings, LLC6.03KJun 30, 26-140.01%
Legacy Wealth Advisors, LLC5.24KJun 30, 26--0.01%
Cloud Capital Management, LLC5.11KJun 30, 26--0.01%
IEQ CAPITAL, LLC4.84KJun 30, 26+20.00%
Cerity Partners LLC4.61KJun 30, 26-2760.00%
FSM Wealth Advisors, LLC4.59KJun 30, 26--0.00%
Morton Capital Management LLC/CA4.02KJun 30, 26+1030.00%
Clearstead Advisors, LLC3.94KJun 30, 26+3.79K0.00%
TRUIST FINANCIAL CORP3.94KJun 30, 26+870.00%
ADVISOR GROUP HOLDINGS, INC.3.91KJun 30, 26+1.00K0.00%
BAYBAN3.72KJun 30, 26--0.00%
Colony Group, LLC3.60KJun 30, 26+1300.00%
MERCER GLOBAL ADVISORS INC /ADV3.58KJun 30, 26-1600.00%
waypoint wealth counsel3.51KJun 30, 26-600.00%
Inscription Capital, LLC3.40KJun 30, 26--0.00%
EXCHANGE TRADED CONCEPTS, LLC2.92KJun 30, 26+2.92K0.00%
Waverly Advisors, LLC2.80KJun 30, 26-1.75K0.00%
Arlington Trust Co LLC2.75KJun 30, 26+1.91K0.00%
PNC FINANCIAL SERVICES GROUP, INC.2.69KJun 30, 26-130.00%
ROYAL BANK OF CANADA2.41KJun 30, 26-2350.00%
EP Wealth Advisors, LLC2.12KJun 30, 26+2.12K0.00%
BlackRock, Inc.1.84KJun 30, 26+1.17K0.00%
WHITTIER TRUST CO1.74KJun 30, 26+1.74K0.00%
Crewe Advisors LLC1.65KJun 30, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC1.37KJun 30, 26--0.00%
BESSEMER GROUP INC1.06KJun 30, 26+1.06K0.00%
PRIVATE TRUST CO NA1.06KJun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC1.00KJun 30, 26-2.79K0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.885Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC858Jun 30, 26-2640.00%
TRUST CO OF TOLEDO NA /OH/856Jun 30, 26--0.00%
Russell Investments Group, Ltd.803Jun 30, 26+8020.00%
AE Wealth Management LLC747Jun 30, 26+770.00%
HUNTINGTON NATIONAL BANK664Jun 30, 26+6640.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC657Jun 30, 26-220.00%
Farmers & Merchants Trust Co of Chambersburg PA592Jun 30, 26--0.00%
BANK OF MONTREAL /CAN/582Jun 30, 26+2600.00%
BOKF, NA551Jun 30, 26+5510.00%
Golden State Wealth Management, LLC531Jun 30, 26+5310.00%
Farther Finance Advisors, LLC530Jun 30, 26+400.00%
ASSETMARK, INC499Jun 30, 26+2670.00%
JONES FINANCIAL COMPANIES LLLP498Jun 30, 26-890.00%
ESL Trust Services, LLC487Jun 30, 26+4870.00%
FRANKLIN RESOURCES INC463Jun 30, 26-200.00%
Wellington Grp LLC385Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC376Jun 30, 26+3760.00%
SIGNATUREFD, LLC363Jun 30, 26--0.00%
Avalon Trust Co345Jun 30, 26--0.00%
Ares Financial Consulting, LLC313Jun 30, 26+3130.00%
Private Wealth Management Group, LLC307Jun 30, 26+3070.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.295Jun 30, 26--0.00%
NewEdge Advisors, LLC272Jun 30, 26-2540.00%
HANTZ FINANCIAL SERVICES, INC.265Jun 30, 26+1610.00%
SRS Capital Advisors, Inc.262Jun 30, 26+1250.00%
HARBOUR INVESTMENTS, INC.252Jun 30, 26+780.00%
Spire Wealth Management251Jun 30, 26--0.00%
BRYN MAWR TRUST Co241Jun 30, 26+2410.00%
Integrated Wealth Concepts LLC226Jun 30, 26+2260.00%
MATHER GROUP, LLC.225Jun 30, 26-440.00%
Ronald Blue Trust, Inc.193Jun 30, 26--0.00%
CULLEN/FROST BANKERS, INC.192Jun 30, 26--0.00%
Turtle Creek Wealth Advisors, LLC177Jun 30, 26--0.00%
Atlantic Union Bankshares Corp168Jun 30, 26--0.00%
Smartleaf Asset Management LLC164Jun 30, 26--0.00%
Newbridge Financial Services Group, Inc.145Jun 30, 26-560.00%
GAMMA Investing LLC144Jun 30, 26--0.00%
Aventura Private Wealth, LLC138Jun 30, 26-40.00%
CVA Family Office, LLC128Jun 30, 26--0.00%
Larson Financial Group LLC124Jun 30, 26--0.00%
Strengthening Families & Communities, LLC124Jun 30, 26+1240.00%
NBC SECURITIES, INC.120Jun 30, 26-930.00%
ANGELES WEALTH MANAGEMENT, LLC116Jun 30, 26--0.00%
Archer Investment Corp106Jun 30, 26-260.00%
Breakwater Investment Management92Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC83Jun 30, 26-170.00%
Kingdom Financial Group LLC.74Jun 30, 26--0.00%
HHM Wealth Advisors, LLC73Jun 30, 26--0.00%
Allworth Financial LP64Jun 30, 26-1610.00%
Strategic Wealth Partners, Ltd.61Jun 30, 26--0.00%
Covestor Ltd60Jun 30, 26+40.00%
Global Retirement Partners, LLC60Jun 30, 26+600.00%
MORRIS FINANCIAL CONCEPTS, INC.45Jun 30, 26+450.00%
Inspire Investing, LLC43Jun 30, 26--0.00%
AdvisorNet Financial, Inc39Jun 30, 26--0.00%
Operose Advisors LLC36Jun 30, 26+360.00%
Continuum Advisory, LLC36Jun 30, 26+360.00%
Ancora Advisors, LLC35Jun 30, 26--0.00%
CoreCap Advisors, LLC26Jun 30, 26--0.00%
Oakworth Capital, Inc.25Jun 30, 26+250.00%
Vanguard National Trust Co25Jun 30, 26--0.00%
Princeton Global Asset Management LLC24Jun 30, 26+240.00%
Glen Eagle Advisors, LLC18Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC18Jun 30, 26--0.00%
Fortis Group Advisors, LLC14Jun 30, 26--0.00%
Eukles Asset Management14Jun 30, 26--0.00%
Granite FO LLC12Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC10Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)5Jun 30, 26+50.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC4Jun 30, 26--0.00%
HRT FINANCIAL LP--Jun 30, 26-3.98K--
OLD NATIONAL BANCORP /IN/--Jun 30, 26-24.85K--
Medallion Wealth Advisors, LLC--Jun 30, 26-9--
Y-Intercept (Hong Kong) Ltd--Jun 30, 26-7.48K--
CITADEL ADVISORS LLC--Jun 30, 26-45.78K--
Destiny Wealth Partners, LLC--Jun 30, 26-1.28K--
Activest Wealth Management--Jun 30, 26-32--
Parkside Financial Bank & Trust--Jun 30, 26-156--
Mowery & Schoenfeld Wealth Management, LLC--Jun 30, 26-80--
Qube Research & Technologies Ltd--Jun 30, 26-29--
OpenArc Corporate Advisory, LLC--Jun 30, 26-3.40K--
MAI Capital Management--Jun 30, 26-57--
Cresset Asset Management, LLC--Jun 30, 26-8.84K--
SEVEN MILE ADVISORY--Jun 30, 26-4.20K--
Delos Wealth Advisors, LLC--Jun 30, 26-191--
Advisory Services Network, LLC--Jun 30, 26-371--
Lloyd Advisory Services, LLC.--Jun 30, 26-74--
Greykasell Wealth Strategies, Inc.--Jun 30, 26-56--
ROTHSCHILD INVESTMENT LLC--Jun 30, 26-6--
Sound Income Strategies, LLC--Jun 30, 26-125--
Wealthspire Advisors, LLC--Jun 30, 26-3.54K--
Rialto Wealth Management, LLC--Jun 30, 26-17--
Wilkerson Advisory Group LLC--Jun 30, 26-50--
Riverview Trust Co--Jun 30, 26-56--
AIA Group Ltd--Jun 30, 26-365.91K--
Sanctuary Advisors, LLC--Jun 30, 26-3.79K--
IFP Advisors, Inc--Jun 30, 26-24--
Beacon Pointe Advisors, LLC--Jun 30, 26-19.68K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-111--
ALBION FINANCIAL GROUP /UT--Jun 30, 26-144--
Mariner, LLC--Jun 30, 26-4.39K--
Janus Henderson Group Ltd.445.28KMar 31, 26-24.20K0.45%
CWM, LLC34.62KMar 31, 26+22.92K0.04%
McIlrath & Eck, LLC25Mar 31, 26--0.00%
COMERICA BANK12.05KDec 31, 25-6.47K0.01%
CIBC Private Wealth Group, LLC735Dec 31, 25+6370.00%
Legacy Investment Solutions, LLC74Jun 30, 25+740.00%
Proquility Private Wealth Partners, LLC167.55KMar 31, 25+29.57K0.17%
LAKE STREET ADVISORS GROUP, LLC21.86KDec 31, 24--0.02%
RAYMOND JAMES TRUST N.A.5.21KSep 30, 24+5.21K0.01%
M&R CAPITAL MANAGEMENT INC69Sep 30, 24--0.00%
Icon Wealth Partners, LLC7.30KSep 30, 23--0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.--Sep 30, 23-15.30K--
Lehman & Derafelo Financial Resources LLC--Dec 31, 22-35--
WIPFLI FINANCIAL ADVISORS LLC,3.90KSep 30, 22+3.90K0.00%
American Portfolios Advisors201Sep 30, 22--0.00%
Lenox Wealth Advisors, LLC140Mar 31, 22+1400.00%
Barrett Asset Management, LLC--Mar 31, 22-3.38K--
Homrich & Berg10.04KSep 30, 21+10.04K0.01%

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.