BSEP

Institutional Ownership

Top 130 Institutional Holders
HolderSharesDateChange% Held
Penserra Capital Management LLC497.18KJun 30, 26+81.44K12.31%
Outlook Wealth Advisors, LLC320.07KJun 30, 26+2.05K7.93%
COMMONWEALTH EQUITY SERVICES, LLC223.19KJun 30, 26-3.90K5.53%
ADVISOR GROUP HOLDINGS, INC.209.43KJun 30, 26+90.42K5.19%
Cerity Partners LLC175.57KJun 30, 26-6114.35%
RAYMOND JAMES FINANCIAL INC81.51KJun 30, 26-11.21K2.02%
Kestra Advisory Services, LLC75.04KJun 30, 26-20.57K1.86%
HighTower Advisors, LLC68.86KJun 30, 26-3.81K1.71%
Cetera Investment Advisers68.81KJun 30, 26-21.08K1.70%
Lantz Financial LLC63.43KJun 30, 26-411.57%
ENVESTNET ASSET MANAGEMENT INC61.07KJun 30, 26-1.54K1.51%
Diligent Investors, LLC51.95KJun 30, 26-5001.29%
INTEGRAL INVESTMENT ADVISORS, INC.47.54KJun 30, 26--1.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP42.33KJun 30, 26+42.33K1.05%
GWN SECURITIES INC.40.65KJun 30, 26-1.18K1.01%
WealthPLAN Partners, LLC38.08KJun 30, 26-1300.94%
OLD MISSION CAPITAL LLC35.97KJun 30, 26+24.07K0.89%
DHJJ Financial Advisors, Ltd.35.06KJun 30, 26-3070.87%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC34.40KJun 30, 26-8940.85%
LPL Financial LLC34.05KJun 30, 26+2.24K0.84%
Snowden Capital Advisors LLC32.98KJun 30, 26--0.82%
FSA Advisors, Inc.31.00KJun 30, 26-3510.77%
MML INVESTORS SERVICES, LLC25.54KJun 30, 26+1.19K0.63%
Cresset Asset Management, LLC24.39KJun 30, 26--0.60%
Maltin Wealth Management, Inc.23.83KJun 30, 26--0.59%
Beacon Pointe Advisors, LLC23.70KJun 30, 26-4760.59%
My Personal CFO, LLC23.61KJun 30, 26--0.58%
FIRST COMMONWEALTH FINANCIAL CORP /PA/23.00KJun 30, 26-3740.57%
Cambridge Investment Research Advisors, Inc.22.64KJun 30, 26--0.56%
Global Assets Advisory, LLC21.77KJun 30, 26+21.77K0.54%
Wood Tarver Financial Group, LLC21.53KJun 30, 26--0.53%
Brookstone Capital Management21.01KJun 30, 26-5.45K0.52%
COFG Advisors, LLC20.77KJun 30, 26-1730.51%
THOROUGHBRED FINANCIAL SERVICES, LLC18.84KJun 30, 26--0.47%
TopTier Wealth Management, LLC17.16KJun 30, 26-10.43%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16.35KJun 30, 26-2320.40%
Garden State Investment Advisory Services LLC15.93KJun 30, 26--0.39%
Fragasso Group Inc.15.03KJun 30, 26-920.37%
Strategic Blueprint, LLC14.57KJun 30, 26-9300.36%
Pinnacle Wealth Management Group, Inc.14.03KJun 30, 26--0.35%
SRS Capital Advisors, Inc.13.72KJun 30, 26+1.57K0.34%
Chris Bulman Inc13.07KJun 30, 26-590.32%
Berkshire Money Management, Inc.12.69KJun 30, 26--0.31%
Three Seasons Wealth, LLC12.59KJun 30, 26--0.31%
WCG Wealth Advisors LLC12.19KJun 30, 26--0.30%
Spire Wealth Management11.61KJun 30, 26-1160.29%
Sigma Planning Corp11.56KJun 30, 26+1.02K0.29%
Janney Montgomery Scott LLC11.45KJun 30, 26-1300.28%
Concurrent Investment Advisors, LLC11.40KJun 30, 26--0.28%
Chicago Partners Investment Group LLC10.72KJun 30, 26--0.27%
Bellwether Advisors, LLC10.30KJun 30, 26--0.26%
BCGM Wealth Management, LLC10.00KJun 30, 26--0.25%
PRINCIPAL SECURITIES, INC.9.83KJun 30, 26--0.24%
BCS Wealth Management9.80KJun 30, 26-780.24%
Retirement Planning Group9.05KJun 30, 26-3120.22%
CALIBER WEALTH MANAGEMENT, LLC / KS8.92KJun 30, 26--0.22%
CreativeOne Wealth, LLC8.87KJun 30, 26+1930.22%
RFG Advisory, LLC8.74KJun 30, 26-3380.22%
Lewis Asset Management, LLC8.53KJun 30, 26--0.21%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.8.33KJun 30, 26--0.21%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors8.18KJun 30, 26+1.89K0.20%
Merit Financial Group, LLC7.49KJun 30, 26--0.19%
Weaver Consulting Group7.35KJun 30, 26--0.18%
Financial Network Wealth Advisors LLC6.60KJun 30, 26--0.16%
Steward Partners Investment Advisory, LLC6.58KJun 30, 26--0.16%
Foundations Investment Advisors, LLC6.24KJun 30, 26-2.75K0.15%
IFP Advisors, Inc6.04KJun 30, 26--0.15%
IMG Wealth Management, Inc.6.04KJun 30, 26--0.15%
AE Wealth Management LLC6.00KJun 30, 26-730.15%
Beacon Financial Advisory LLC5.83KJun 30, 26--0.14%
Valtinson Bruner Financial Planning LLC5.63KJun 30, 26--0.14%
Soltis Investment Advisors LLC5.56KJun 30, 26-1270.14%
Trek Financial, LLC5.46KJun 30, 26-6860.14%
HARBOUR INVESTMENTS, INC.5.32KJun 30, 26-450.13%
Syntegra Private Wealth Group, LLC5.23KJun 30, 26--0.13%
Summit Wealth Partners, LLC4.71KJun 30, 26--0.12%
Kathmere Capital Management, LLC4.59KJun 30, 26-40.11%
Share Andrew L.4.38KJun 30, 26--0.11%
EVOLUTION WEALTH MANAGEMENT INC.4.37KJun 30, 26-8890.11%
Focus Financial Network, Inc.4.35KJun 30, 26--0.11%
Creative Planning4.06KJun 30, 26+4.06K0.10%
Compass Financial Services Inc4.06KJun 30, 26+4.06K0.10%
Ashton Thomas Private Wealth, LLC3.36KJun 30, 26--0.08%
Weaver Capital Management LLC3.00KJun 30, 26--0.07%
CoreCap Advisors, LLC2.95KJun 30, 26--0.07%
WealthShield Partners, LLC2.74KJun 30, 26--0.07%
Global Trust Asset Management, LLC2.00KJun 30, 26--0.05%
Capital Investment Advisory Services, LLC1.57KJun 30, 26-850.04%
Archer Investment Corp1.50KJun 30, 26-920.04%
Continuum Advisory, LLC1.37KJun 30, 26+1.37K0.03%
Integrated Wealth Concepts LLC1.13KJun 30, 26+1.13K0.03%
Cape Investment Advisory, Inc.1.10KJun 30, 26+1.10K0.03%
Orion Capital Management LLC1.09KJun 30, 26--0.03%
Physician Wealth Advisors, Inc.1.05KJun 30, 26--0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV1.00KJun 30, 26--0.02%
AdvisorNet Financial, Inc806Jun 30, 26--0.02%
Regatta Research & Money Management707Jun 30, 26+7070.02%
FIDUCIARY FINANCIAL ADVISORS626Jun 30, 26+6260.02%
EverSource Wealth Advisors, LLC511Jun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV450Jun 30, 26+4500.01%
CHAPMAN FINANCIAL GROUP, LLC300Jun 30, 26--0.01%
ASSETMARK, INC300Jun 30, 26--0.01%
NBC SECURITIES, INC.292Jun 30, 26-2910.01%
Noble Wealth Management PBC275Jun 30, 26--0.01%
COUNTRY TRUST BANK78Jun 30, 26+780.00%
UBS Group AG63Jun 30, 26-1650.00%
Keating Financial Advisory Services, Inc.61Jun 30, 26--0.00%
BARCLAYS PLC38Jun 30, 26-50.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2Jun 30, 26-880.00%
Advisory Services Network, LLC--Jun 30, 26-2.44K--
Vantage Financial Partners, LLC9.50KDec 31, 25-1040.24%
WOLVERINE TRADING, LLC--Sep 30, 25-4.68K--
Lion Street Advisors, LLC--Sep 30, 25-11.85K--
AVANTAX ADVISORY SERVICES, INC.14.28KJun 30, 25--0.35%
Sugarloaf Wealth Management, LLC2.96KDec 31, 24-1590.07%
Raymond James Financial Services Advisors, Inc.135.35KSep 30, 24+31.47K3.35%
RAYMOND JAMES & ASSOCIATES10.28KSep 30, 24+5270.25%
BENJAMIN F. EDWARDS & COMPANY, INC.1.50KJun 30, 24-8000.04%
Cetera Advisors LLC46.17KMar 31, 24-9.52K1.14%
Cetera Advisor Networks LLC8.51KMar 31, 24-5.53K0.21%
Karp Capital Management Corp380.39KSep 30, 22+380.39K9.42%
Covington Capital Management39.10KSep 30, 22+15.14K0.97%
Round Table Services, LLC16.34KSep 30, 22+16.34K0.40%
American Portfolios Advisors3.79KSep 30, 22+800.09%
Pinnacle Private Wealth, LLC39.12KJun 30, 22+21.26K0.97%
Carroll Financial Associates, Inc.1.12KDec 31, 21--0.03%
NEXT Financial Group, Inc742Dec 31, 21--0.02%
OLD MISSION CAPITAL, LLC43.30KDec 31, 20+43.30K1.07%
Partnervest Advisory Services LLC21.02KSep 30, 20+21.02K0.52%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.80KDec 31, 19--0.04%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.