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Institutional Ownership

Top 128 Institutional Holders
HolderSharesDateChange% Held
BANK OF AMERICA CORP /DE/8.99MJun 30, 26+4.04M14.46%
MORGAN STANLEY8.16MJun 30, 26+2.48M13.12%
WELLS FARGO & COMPANY/MN5.51MJun 30, 26+1.13M8.86%
UBS Group AG3.21MJun 30, 26+805.47K5.16%
IFC Advisors LLC2.97MJun 30, 26+2.06K4.78%
Arkadios Wealth Advisors2.89MJun 30, 26-673.44K4.65%
RAYMOND JAMES FINANCIAL INC1.48MJun 30, 26+160.43K2.38%
Colony Group, LLC1.47MJun 30, 26+1.47M2.36%
CHANNEL WEALTH LLC1.34MJun 30, 26+141.39K2.15%
ADVISOR GROUP HOLDINGS, INC.1.21MJun 30, 26+27.88K1.95%
ENVESTNET ASSET MANAGEMENT INC1.11MJun 30, 26+563.83K1.78%
N10 WEALTH, LLC1.01MJun 30, 26+1.01M1.62%
Bank of New York Mellon Corp937.68KJun 30, 26-9.23K1.51%
EP Wealth Advisors, LLC902.11KJun 30, 26+855.06K1.45%
Tortoise Investment Management, LLC651.02KJun 30, 26-11.62K1.05%
STIFEL FINANCIAL CORP596.60KJun 30, 26+92.03K0.96%
LPL Financial LLC565.20KJun 30, 26+133.31K0.91%
Crescent Grove Advisors, LLC561.80KJun 30, 26+18.61K0.90%
Baird Financial Group, Inc.552.85KJun 30, 26+9.02K0.89%
MBL Wealth, LLC530.62KJun 30, 26-9.99K0.85%
Greenwich Wealth Management LLC490.76KJun 30, 26+46.21K0.79%
Lifestyle Asset Management, Inc.469.01KJun 30, 26+469.01K0.75%
AXXCESS WEALTH MANAGEMENT, LLC430.89KJun 30, 26+430.89K0.69%
OneAscent Financial Services LLC417.88KJun 30, 26+417.88K0.67%
Legacy CG, LLC412.07KJun 30, 26+17.64K0.66%
INDEPENDENT FINANCIAL GROUP, LLC403.82KJun 30, 26+286.70K0.65%
Beacon Capital Management, Inc.367.25KJun 30, 26+4.03K0.59%
SSI INVESTMENT MANAGEMENT LLC298.05KJun 30, 26+298.05K0.48%
Wealthcare Advisory Partners LLC274.92KJun 30, 26+88.04K0.44%
Sage Advisory Services, Ltd.Co.274.36KJun 30, 26+18.11K0.44%
VERUS CAPITAL PARTNERS, LLC252.59KJun 30, 26+252.59K0.41%
Precision Wealth Strategies, LLC208.15KJun 30, 26-21.83K0.33%
Envestnet Portfolio Solutions, Inc.203.62KJun 30, 26+203.62K0.33%
Heritage Trust Co199.02KJun 30, 26+5.44K0.32%
EXCHANGE TRADED CONCEPTS, LLC159.44KJun 30, 26+16.98K0.26%
Mendel Money Management158.09KJun 30, 26+15.37K0.25%
Sonoma Allocations LLC154.43KJun 30, 26+45.65K0.25%
Weaver Consulting Group145.70KJun 30, 26+10.82K0.23%
Camarda Financial Advisors, LLC140.37KJun 30, 26+10.07K0.23%
Atria Investments, Inc137.88KJun 30, 26+18.35K0.22%
Central Pacific Bank - Trust Division130.78KJun 30, 26+130.78K0.21%
Rockefeller Capital Management L.P.122.95KJun 30, 26+12.64K0.20%
FIDUCIARY TRUST CO118.88KJun 30, 26+1.78K0.19%
Rareview Capital LLC110.41KJun 30, 26+10.73K0.18%
TRUIST FINANCIAL CORP109.84KJun 30, 26+9.24K0.18%
OneAscent Wealth Management LLC109.38KJun 30, 26+109.38K0.18%
Sanctuary Advisors, LLC105.50KJun 30, 26+9.78K0.17%
J. Team Financial, Inc.105.16KJun 30, 26+21.09K0.17%
ISLAY CAPITAL MANAGEMENT, LLC104.90KJun 30, 26+6.00K0.17%
Lewis Asset Management, LLC99.04KJun 30, 26+2.66K0.16%
Noble Wealth Management PBC97.26KJun 30, 26+22.59K0.16%
Gotham Asset Management, LLC95.97KJun 30, 26+95.97K0.15%
RFG Advisory, LLC93.57KJun 30, 26-16.75K0.15%
Transamerica Financial Advisors, Inc.93.16KJun 30, 26-5.89K0.15%
XCELSIOR ADVISOR PARTNERS LLC92.39KJun 30, 26+29.09K0.15%
OPPENHEIMER & CO INC84.85KJun 30, 26-3.36K0.14%
Able Wealth Management LLC81.87KJun 30, 26-3.53K0.13%
Legacy Capital Group California, Inc.80.38KJun 30, 26+6.05K0.13%
NewEdge Advisors, LLC73.59KJun 30, 26-36.57K0.12%
9823 Capital, L.P.70.90KJun 30, 26-7.67K0.11%
Janney Montgomery Scott LLC55.79KJun 30, 26-4.39K0.09%
Cambridge Investment Research Advisors, Inc.55.16KJun 30, 26+40.41K0.09%
Belpointe Asset Management LLC54.63KJun 30, 26-28.70K0.09%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors51.75KJun 30, 26+25.94K0.08%
FLOW TRADERS U.S. LLC50.95KJun 30, 26+27.57K0.08%
Equitable Holdings, Inc.45.44KJun 30, 26+4.73K0.07%
Vestmark Advisory Solutions, Inc.43.38KJun 30, 26+43.38K0.07%
Concurrent Investment Advisors, LLC43.27KJun 30, 26+2.08K0.07%
Sage Mountain Advisors LLC40.26KJun 30, 26--0.06%
HighTower Advisors, LLC40.07KJun 30, 26+5.22K0.06%
AE Wealth Management LLC37.75KJun 30, 26+1.55K0.06%
Independent Wealth Advisors LLC29.17KJun 30, 26+2.26K0.05%
PFG Advisors27.40KJun 30, 26+27.40K0.04%
GeoWealth Management, LLC26.47KJun 30, 26+2.24K0.04%
NEW WAVE WEALTH ADVISORS LLC25.15KJun 30, 26+25.15K0.04%
BENJAMIN EDWARDS INC23.65KJun 30, 26+3.14K0.04%
FIFTH THIRD BANCORP23.52KJun 30, 26+2.85K0.04%
WILEY BROS.-AINTREE CAPITAL, LLC22.81KJun 30, 26+120.04%
Farther Finance Advisors, LLC21.48KJun 30, 26+21.48K0.03%
VISTA INVESTMENT PARTNERS LLC21.29KJun 30, 26+1.96K0.03%
IHT Wealth Management, LLC21.15KJun 30, 26-640.03%
CreativeOne Wealth, LLC19.74KJun 30, 26+1.58K0.03%
MML INVESTORS SERVICES, LLC19.38KJun 30, 26+8.79K0.03%
Larson Financial Group LLC16.99KJun 30, 26-6270.03%
Argent Trust Co15.25KJun 30, 26+4.00K0.02%
COMMONWEALTH EQUITY SERVICES, LLC15.14KJun 30, 26+1.03K0.02%
N10 ASSETS, LLC14.12KJun 30, 26+14.12K0.02%
DAVENPORT & Co LLC13.98KJun 30, 26--0.02%
Stratos Wealth Partners, LTD.13.89KJun 30, 26+1.66K0.02%
Ameritas Advisory Services, LLC13.85KJun 30, 26+13.85K0.02%
M Holdings Securities, Inc.11.48KJun 30, 26+11.48K0.02%
Diversified Portfolios, Inc.10.60KJun 30, 26+10.60K0.02%
Coastal Bridge Advisors, LLC10.50KJun 30, 26--0.02%
Everest Financial Group LLC9.77KJun 30, 26-2.49K0.02%
PRIVATE TRUST CO NA9.76KJun 30, 26--0.02%
REICON WEALTH ADVISORS, LLC6.50KJun 30, 26+1.70K0.01%
Lloyd Advisory Services, LLC.5.89KJun 30, 26+5.40K0.01%
Raleigh Capital Management Inc.5.87KJun 30, 26-7810.01%
Quent Capital, LLC4.18KJun 30, 26+4.18K0.01%
Signature Equity Partners, LLC1.88KJun 30, 26+1700.00%
Quest 10 Wealth Builders, Inc.1.05KJun 30, 26-120.00%
TOUNJIAN ADVISORY PARTNERS, LLC702Jun 30, 26+7020.00%
Kingdom Financial Group LLC.495Jun 30, 26--0.00%
ROYAL BANK OF CANADA301Jun 30, 26-1570.00%
Davis Capital Management288Jun 30, 26--0.00%
Buck Wealth Strategies, LLC179Jun 30, 26+1790.00%
FMR LLC131Jun 30, 26+50.00%
HARBOUR INVESTMENTS, INC.101Jun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO91Jun 30, 26+910.00%
Networth Advisors, LLC47Jun 30, 26--0.00%
Kestra Advisory Services, LLC--Jun 30, 26-14.43K--
ASSETMARK, INC--Jun 30, 26-49--
Dakota Wealth Management--Jun 30, 26-12.34K--
Advocacy Wealth Management Services, LLC--Jun 30, 26-10.63K--
IEQ CAPITAL, LLC--Jun 30, 26-13.08K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-15.51K--
GHP Investment Advisors, Inc.--Jun 30, 26-900--
JPMORGAN CHASE & CO--Jun 30, 26-77--
JANE STREET GROUP, LLC--Jun 30, 26-21.41K--
Legacy Capital Wealth Partners, LLC--Jun 30, 26-11.53K--
CITADEL ADVISORS LLC--Jun 30, 26-126.44K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-19.20K--
COMERICA BANK10.19KDec 31, 25+9580.02%
Congress Wealth Management LLC / DE /811.22KJun 30, 25+33.44K1.30%
Astor Investment Management LLC383.81KJun 30, 25+383.81K0.62%
Executive Wealth Management, LLC1.03MDec 31, 24+29.92K1.66%
RAYMOND JAMES & ASSOCIATES101.00KSep 30, 24+37.63K0.16%
Argent Financial Group, Inc.21.35KSep 30, 24+21.35K0.03%

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