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Institutional Ownership

Top 95 Institutional Holders
HolderSharesDateChange% Held
CoreCap Advisors, LLC--Sep 30, 26-987--
Brinker Capital Investments, LLC23.59MJun 30, 26+900.43K27.49%
LPL Financial LLC22.85MJun 30, 26+4.79M26.62%
Main Management LLC10.17MJun 30, 26-406.26K11.85%
ADVISOR GROUP HOLDINGS, INC.7.41MJun 30, 26+71.68K8.64%
ENVESTNET ASSET MANAGEMENT INC2.53MJun 30, 26-110.49K2.95%
San Luis Wealth Advisors LLC1.22MJun 30, 26+354.47K1.42%
Encompass More Asset Management1.13MJun 30, 26+31.29K1.32%
Madrona Financial Services, LLC941.30KJun 30, 26+1.39K1.10%
POTOMAC FUND MANAGEMENT INC /ADV792.72KJun 30, 26+79.14K0.92%
Virtue Capital Management, LLC614.07KJun 30, 26-11.14K0.72%
AMG Asset Management Group, Inc.582.66KJun 30, 26+17.52K0.68%
Ashton Thomas Private Wealth, LLC416.32KJun 30, 26+60.23K0.49%
GWN SECURITIES INC.287.58KJun 30, 26+39.86K0.34%
Pensionmark Financial Group, LLC259.06KJun 30, 26-23.64K0.30%
Cambridge Investment Research Advisors, Inc.255.48KJun 30, 26+73.36K0.30%
Copley Financial Group, Inc.245.63KJun 30, 26+26.13K0.29%
Cetera Investment Advisers240.60KJun 30, 26-25.07K0.28%
Global Retirement Partners, LLC217.13KJun 30, 26+217.13K0.25%
Pine Valley Investments Ltd Liability Co182.14KJun 30, 26+18.96K0.21%
Dynamic Advisor Solutions LLC179.87KJun 30, 26+35.51K0.21%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.168.75KJun 30, 26+2.64K0.20%
Sonoma Allocations LLC161.27KJun 30, 26+47.74K0.19%
INDEPENDENT FINANCIAL GROUP, LLC160.68KJun 30, 26-8.77K0.19%
SILVER OAK SECURITIES, INCORPORATED126.95KJun 30, 26-4140.15%
GeoWealth Management, LLC115.08KJun 30, 26+23.27K0.13%
CreativeOne Wealth, LLC112.62KJun 30, 26+9.08K0.13%
Silver Grove Financial Group, Inc.84.69KJun 30, 26+3.82K0.10%
United Advisor Group, LLC82.86KJun 30, 26+13.87K0.10%
CFS Investment Advisory Services, LLC79.81KJun 30, 26+2910.09%
Tortuga Wealth Management, Inc79.63KJun 30, 26+6.27K0.09%
Astoria Portfolio Advisors LLC.74.79KJun 30, 26+1.11K0.09%
GOLDMAN SACHS GROUP INC73.93KJun 30, 26+44.27K0.09%
Ausdal Financial Partners, Inc.73.17KJun 30, 26-1.05K0.09%
Mutual Advisors, LLC69.47KJun 30, 26+11.71K0.08%
COLDSTREAM CAPITAL MANAGEMENT INC69.23KJun 30, 26+34.11K0.08%
VICTORY FINANCIAL GROUP, LLC53.38KJun 30, 26+15.34K0.06%
Envestnet Portfolio Solutions, Inc.52.51KJun 30, 26+2.22K0.06%
MONEY CONCEPTS CAPITAL CORP31.61KJun 30, 26+2.10K0.04%
PFG Advisors29.54KJun 30, 26+2.04K0.03%
KINGSWOOD WEALTH ADVISORS, LLC29.52KJun 30, 26+2440.03%
CITADEL ADVISORS LLC28.06KJun 30, 26+28.06K0.03%
Koshinski Asset Management, Inc.27.58KJun 30, 26+1.61K0.03%
Integrity Advisory Solutions, LLC24.57KJun 30, 26+6.64K0.03%
Mission Financial Group, LLC21.39KJun 30, 26+21.39K0.02%
Signal Advisors Wealth, LLC20.34KJun 30, 26+20.34K0.02%
Kestra Advisory Services, LLC20.13KJun 30, 26-4100.02%
HARBOUR INVESTMENTS, INC.19.70KJun 30, 26-1.73K0.02%
VisionPoint Advisory Group, LLC17.07KJun 30, 26-1.49K0.02%
Triad Wealth Partners, LLC15.77KJun 30, 26+15.77K0.02%
RAYMOND JAMES FINANCIAL INC14.85KJun 30, 26+14.85K0.02%
OLD MISSION CAPITAL LLC10.98KJun 30, 26+10.98K0.01%
PACIFIC FINANCIAL GROUP INC10.74KJun 30, 26+10.74K0.01%
JANE STREET GROUP, LLC10.26KJun 30, 26+10.26K0.01%
AE Wealth Management LLC10.02KJun 30, 26+8100.01%
Synergy Investment Management, LLC8.06KJun 30, 26-310.01%
ASSETMARK, INC3.90KJun 30, 26+3.24K0.00%
Steward Partners Investment Advisory, LLC2.49KJun 30, 26--0.00%
Ameritas Advisory Services, LLC558Jun 30, 26+5580.00%
EverSource Wealth Advisors, LLC435Jun 30, 26-4350.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO325Jun 30, 26-10.50K0.00%
Fortis Group Advisors, LLC74Jun 30, 26--0.00%
Integrated Wealth Concepts LLC55Jun 30, 26+550.00%
JONES FINANCIAL COMPANIES LLLP54Jun 30, 26+540.00%
IFP Advisors, Inc50Jun 30, 26-290.00%
MORGAN STANLEY41Jun 30, 26+410.00%
Buck Wealth Strategies, LLC26Jun 30, 26+260.00%
WELLS FARGO & COMPANY/MN1Jun 30, 26--0.00%
Strategic Equity Management--Jun 30, 26-16.11K--
NewEdge Advisors, LLC--Jun 30, 26-162--
Western Wealth Management, LLC--Jun 30, 26-6.51K--
Advisory Services Network, LLC--Jun 30, 26-1.88K--
UBS Group AG--Jun 30, 26-2.66K--
Sigma Planning Corp--Jun 30, 26-54.35K--
Foundations Investment Advisors, LLC--Jun 30, 26-187.59K--
ROYAL BANK OF CANADA--Jun 30, 26-525--
Root Financial Partners, LLC--Jun 30, 26-57--
MONEYWISE, INC.--Jun 30, 26-16.11K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-11.43K--
Richmond Investment Services, LLC--Jun 30, 26-23.32K--
Vision Retirement, LLC--Jun 30, 26-53--
Baer Investment Advisory LLC--Jun 30, 26-38.04K--
CWM, LLC1.00MMar 31, 26+64.35K1.17%
Gibbs Wealth Management34.84KMar 31, 26+6.96K0.04%
GPS Wealth Strategies Group, LLC--Dec 31, 25-3.11K--
Defined Financial Planning LLC147.40KSep 30, 25+5.87K0.17%
AVANTAX ADVISORY SERVICES, INC.169.63KJun 30, 25+4.62K0.20%
First Horizon Advisors, Inc.51.55KJun 30, 25+1.30K0.06%
Atria Wealth Solutions, Inc.14.67KJun 30, 25-166.67K0.02%
Orion Portfolio Solutions, LLC15.58MMar 31, 25+731.31K18.15%
Atlas Financial Advisors, Inc.--Dec 31, 24-40.90K--
Peterson Financial Group, Inc.1.02KSep 30, 24+1.02K0.00%
Axiom Advisory, LLC--Sep 30, 24-734.25K--
ICA Group Wealth Management, LLC--Jun 30, 24-4.61K--
Cetera Advisors LLC--Mar 31, 24-16.18K--

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.