CHAT

Institutional Ownership

Top 242 Institutional Holders
HolderSharesDateChange% Held
Gradient Investments LLC213.85KSep 30, 26-65.53K1.02%
Box Hill Private Wealth LLC23.42KSep 30, 26+8830.11%
Venture Visionary Partners LLC20.14KSep 30, 26-1210.10%
Noble Wealth Management PBC12.43KSep 30, 26+7.65K0.06%
Valeo Financial Advisors, LLC6.82KSep 30, 26--0.03%
ARMSTRONG ADVISORY GROUP, INC6.02KSep 30, 26-2110.03%
Farther Finance Advisors, LLC5.79KSep 30, 26+2840.03%
Allen Mooney & Barnes Investment Advisors LLC4.70KSep 30, 26--0.02%
GK Wealth Management LLC199Sep 30, 26+1990.00%
Avidian Wealth Solutions, LLC--Sep 30, 26-2.10K--
CoreCap Advisors, LLC--Sep 30, 26-31--
MAINSTAY CAPITAL MANAGEMENT LLC /ADV992.71KJun 30, 26-4.62K4.74%
LPL Financial LLC667.47KJun 30, 26+129.35K3.19%
COMMONWEALTH EQUITY SERVICES, LLC163.19KJun 30, 26+124.93K0.78%
OLD MISSION CAPITAL LLC143.25KJun 30, 26+131.28K0.68%
SUSQUEHANNA INTERNATIONAL GROUP, LLP101.53KJun 30, 26+101.53K0.48%
Mirae Asset Global Investments Co., Ltd.100.00KJun 30, 26+6.00K0.48%
Janney Montgomery Scott LLC82.76KJun 30, 26+10.11K0.40%
Berbice Capital Management LLC79.81KJun 30, 26+52.66K0.38%
Summit Financial, LLC78.16KJun 30, 26+24.70K0.37%
Quadrature Capital Ltd76.99KJun 30, 26+76.99K0.37%
Gemmer Asset Management LLC70.69KJun 30, 26+26.60K0.34%
Quadcap Wealth Management, LLC69.33KJun 30, 26-7230.33%
LaSalle St. Investment Advisors, LLC64.97KJun 30, 26+11.97K0.31%
ADVISOR GROUP HOLDINGS, INC.60.78KJun 30, 26-3.08K0.29%
MONETA GROUP INVESTMENT ADVISORS LLC55.47KJun 30, 26+55.47K0.26%
INSIGNEO ADVISORY SERVICES, LLC49.72KJun 30, 26+49.72K0.24%
Brookstone Capital Management42.25KJun 30, 26+35.65K0.20%
Mattson Financial Services, LLC40.63KJun 30, 26-16.70K0.19%
Cambridge Investment Research Advisors, Inc.37.54KJun 30, 26+7.77K0.18%
MONEY CONCEPTS CAPITAL CORP36.25KJun 30, 26+18.56K0.17%
MGO ONE SEVEN LLC35.10KJun 30, 26+16.39K0.17%
UBS Group AG34.55KJun 30, 26+20.95K0.16%
ENVESTNET ASSET MANAGEMENT INC30.66KJun 30, 26-5960.15%
UNIQUE WEALTH, LLC29.52KJun 30, 26+4.01K0.14%
STIFEL FINANCIAL CORP29.25KJun 30, 26+10.58K0.14%
HRT FINANCIAL LP24.43KJun 30, 26+24.43K0.12%
Concurrent Investment Advisors, LLC23.85KJun 30, 26+7.36K0.11%
SEAVIEW INVESTMENT MANAGERS LLC23.65KJun 30, 26+1.76K0.11%
Visionary Wealth Advisors23.46KJun 30, 26+1.76K0.11%
Equitable Holdings, Inc.22.53KJun 30, 26+8.52K0.11%
Private Advisor Group, LLC22.31KJun 30, 26+13.53K0.11%
Elequin Securities, LLC21.44KJun 30, 26+21.44K0.10%
Providence First Trust Co21.03KJun 30, 26+3.09K0.10%
VALLEY NATIONAL ADVISERS INC20.20KJun 30, 26--0.10%
Belvedere Trading LLC19.66KJun 30, 26+19.66K0.09%
WealthPlan Investment Management, LLC19.25KJun 30, 26+2.88K0.09%
HARBOUR INVESTMENTS, INC.15.59KJun 30, 26+13.53K0.07%
HighTower Advisors, LLC14.74KJun 30, 26+14.74K0.07%
Allworth Financial LP14.71KJun 30, 26+2.67K0.07%
Creative Planning14.18KJun 30, 26+2.05K0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14.00KJun 30, 26+14.00K0.07%
SeaCrest Wealth Management, LLC13.69KJun 30, 26-4700.07%
Resources Investment Advisors, LLC.13.44KJun 30, 26+3.12K0.06%
Stratos Wealth Partners, LTD.12.79KJun 30, 26+1.84K0.06%
HOWARD FINANCIAL SERVICES, LTD.11.76KJun 30, 26+11.76K0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC11.74KJun 30, 26+1.80K0.06%
Endowment Wealth Management, Inc.11.47KJun 30, 26+7480.05%
IMC-Chicago, LLC10.86KJun 30, 26+10.86K0.05%
Beacon Financial Advisory LLC10.56KJun 30, 26+7250.05%
VestGen Advisors, LLC9.71KJun 30, 26+2000.05%
AE Wealth Management LLC9.38KJun 30, 26+5330.04%
Regatta Research & Money Management9.35KJun 30, 26+9.35K0.04%
MORGAN STANLEY9.11KJun 30, 26+4.88K0.04%
CARY STREET PARTNERS FINANCIAL LLC9.08KJun 30, 26--0.04%
Mariner, LLC9.03KJun 30, 26+1.02K0.04%
Brookwood Investment Group LLC8.89KJun 30, 26-9550.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8.60KJun 30, 26+1.47K0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC7.79KJun 30, 26+6050.04%
MCF Advisors LLC7.33KJun 30, 26+450.03%
Sivia Capital Partners, LLC7.20KJun 30, 26--0.03%
Kovack Advisors, Inc.7.00KJun 30, 26+7.00K0.03%
Redhawk Wealth Advisors, Inc.6.70KJun 30, 26+1.95K0.03%
McAdam, LLC6.70KJun 30, 26+2.61K0.03%
RAYMOND JAMES FINANCIAL INC6.65KJun 30, 26--0.03%
Sigma Planning Corp6.58KJun 30, 26+6.58K0.03%
Belpointe Asset Management LLC6.55KJun 30, 26+6.55K0.03%
Ashton Thomas Private Wealth, LLC6.46KJun 30, 26-540.03%
Savvy Advisors, Inc.6.44KJun 30, 26+8020.03%
Wealthcare Advisory Partners LLC6.36KJun 30, 26--0.03%
Colony Group, LLC6.27KJun 30, 26-1.24K0.03%
Integrated Advisors Network LLC5.92KJun 30, 26-6.39K0.03%
Gladstone Institutional Advisory LLC5.88KJun 30, 26+240.03%
PFG Investments, LLC5.55KJun 30, 26+2.16K0.03%
Cetera Investment Advisers5.29KJun 30, 26+5.29K0.03%
RITHOLTZ WEALTH MANAGEMENT5.27KJun 30, 26-8680.03%
STEPHENS INC /AR/5.26KJun 30, 26+400.03%
WELLS FARGO & COMPANY/MN5.22KJun 30, 26+2.43K0.02%
Paladin Wealth, LLC5.16KJun 30, 26-6240.02%
VESTIA PERSONAL WEALTH ADVISORS5.15KJun 30, 26--0.02%
KCM INVESTMENT ADVISORS LLC5.10KJun 30, 26+3000.02%
GROUP ONE TRADING, L.P.5.05KJun 30, 26+3.55K0.02%
Moors & Cabot, Inc.4.88KJun 30, 26+4850.02%
Integrated Wealth Concepts LLC4.80KJun 30, 26+2350.02%
Evergreen Wealth Solutions, LLC4.51KJun 30, 26--0.02%
Kestra Advisory Services, LLC4.47KJun 30, 26-1.58K0.02%
Rollins Financial Advisors, LLC4.47KJun 30, 26+1.00K0.02%
Bright Futures Wealth Management, LLC.4.46KJun 30, 26+4.46K0.02%
Rockefeller Capital Management L.P.4.30KJun 30, 26-6170.02%
BROWN WEALTH MANAGEMENT, LLC4.27KJun 30, 26-150.02%
GILL CAPITAL PARTNERS, LLC4.23KJun 30, 26+1.37K0.02%
CITADEL ADVISORS LLC4.17KJun 30, 26-74.72K0.02%
Sowell Financial Services LLC4.02KJun 30, 26+4.02K0.02%
Strategic Financial Concepts, LLC3.89KJun 30, 26+3.89K0.02%
Tempus Wealth Planning, LLC3.81KJun 30, 26--0.02%
NewEdge Advisors, LLC3.67KJun 30, 26+7770.02%
Ausdal Financial Partners, Inc.3.61KJun 30, 26+3.61K0.02%
GOLDMAN SACHS GROUP INC3.40KJun 30, 26+3.40K0.02%
Berkeley Capital Partners, LLC3.31KJun 30, 26+3.31K0.02%
Advyzon Investment Management, LLC3.29KJun 30, 26+3.29K0.02%
Cranbrook Wealth Management, LLC3.18KJun 30, 26+3.18K0.02%
StoneX Group Inc.3.18KJun 30, 26+3.18K0.02%
Kingsbury Capital Investment Advisors LLC3.17KJun 30, 26+3.17K0.02%
KMT WEALTH MANAGEMENT, LLC3.17KJun 30, 26+3.17K0.02%
Arkadios Wealth Advisors3.15KJun 30, 26+3.15K0.02%
Fortis Capital Advisors, LLC3.13KJun 30, 26+3.13K0.01%
Betterment LLC3.11KJun 30, 26+3.11K0.01%
Sunpointe, LLC3.10KJun 30, 26+3.10K0.01%
3Chopt Investment Partners, LLC3.10KJun 30, 26+3.10K0.01%
IAM Advisory, LLC3.08KJun 30, 26+3.08K0.01%
Oxinas Partners Wealth Management LLC3.08KJun 30, 26+3.08K0.01%
Merit Financial Group, LLC3.05KJun 30, 26+3.05K0.01%
Brown Financial Advisors3.04KJun 30, 26-9370.01%
BROWN ADVISORY INC3.00KJun 30, 26+3.00K0.01%
BENJAMIN EDWARDS INC3.00KJun 30, 26+3.00K0.01%
MML INVESTORS SERVICES, LLC2.94KJun 30, 26+2.94K0.01%
CAPTRUST FINANCIAL ADVISORS2.91KJun 30, 26+2.91K0.01%
Sanctuary Advisors, LLC2.90KJun 30, 26+2.90K0.01%
COLUMBIA ADVISORY PARTNERS LLC2.88KJun 30, 26+2.88K0.01%
Diversified Portfolios, Inc.2.86KJun 30, 26+2.86K0.01%
JT Stratford LLC2.78KJun 30, 26+2.78K0.01%
SIMPLEX TRADING, LLC2.74KJun 30, 26-5760.01%
Cerity Partners LLC2.60KJun 30, 26+2.60K0.01%
Berman McAleer LLC2.60KJun 30, 26+2.60K0.01%
Valmark Advisers, Inc.2.60KJun 30, 26+2.60K0.01%
Venturi Wealth Management, LLC2.40KJun 30, 26+2.40K0.01%
Capital Investment Advisors, LLC2.40KJun 30, 26+2.40K0.01%
Foundations Investment Advisors, LLC2.37KJun 30, 26+2.37K0.01%
Fusion Capital, LLC2.35KJun 30, 26+2.35K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.33KJun 30, 26+2.33K0.01%
TCG Advisory Services, LLC2.28KJun 30, 26+2.28K0.01%
Jackson, Grant Investment Advisers, Inc.2.28KJun 30, 26--0.01%
Independent Wealth Advisors LLC2.26KJun 30, 26+2.26K0.01%
MEITAV INVESTMENT HOUSE LTD2.23KJun 30, 26+2.23K0.01%
Valley Brook Capital Group, Inc.2.21KJun 30, 26+2.21K0.01%
Global Retirement Partners, LLC2.21KJun 30, 26+2.21K0.01%
CERTIOR FINANCIAL GROUP, LLC2.13KJun 30, 26+2.13K0.01%
ROYAL BANK OF CANADA2.12KJun 30, 26+9500.01%
Sun Group Wealth Partners2.11KJun 30, 26+2.11K0.01%
PCG Wealth Advisors, LLC2.11KJun 30, 26+2.11K0.01%
ZEGA Investments, LLC2.09KJun 30, 26+2.09K0.01%
Beacon Capital Management, LLC2.08KJun 30, 26+2.08K0.01%
Mach-1 Financial Group, LLC2.06KJun 30, 26+2.06K0.01%
VESTOR CAPITAL, LLC1.87KJun 30, 26+6200.01%
EVOLUTION WEALTH MANAGEMENT INC.1.37KJun 30, 26--0.01%
JPMORGAN CHASE & CO1.32KJun 30, 26--0.01%
Ronald Blue Trust, Inc.1.24KJun 30, 26--0.01%
Spire Wealth Management1.23KJun 30, 26--0.01%
IFP Advisors, Inc1.19KJun 30, 26+1630.01%
Cassaday & Co Wealth Management LLC1.18KJun 30, 26+1.18K0.01%
Geneos Wealth Management Inc.813Jun 30, 26-1090.00%
BARCLAYS PLC800Jun 30, 26--0.00%
BANK OF MONTREAL /CAN/660Jun 30, 26+1540.00%
Clearstead Advisors, LLC655Jun 30, 26+150.00%
Signature Equity Partners, LLC635Jun 30, 26+6350.00%
Parallel Advisors, LLC633Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC569Jun 30, 26+2690.00%
MERCER GLOBAL ADVISORS INC /ADV565Jun 30, 26+5650.00%
EVERMAY WEALTH MANAGEMENT LLC545Jun 30, 26+5450.00%
MPWM ADVISORY SOLUTIONS, LLC500Jun 30, 26+5000.00%
PRIVATE TRUST CO NA469Jun 30, 26-740.00%
Federation des caisses Desjardins du Quebec462Jun 30, 26-1600.00%
Glass Jacobson Investment Advisors llc442Jun 30, 26--0.00%
Morse Asset Management, Inc430Jun 30, 26--0.00%
Aptus Capital Advisors, LLC418Jun 30, 26+1300.00%
HUNTINGTON NATIONAL BANK351Jun 30, 26--0.00%
Larson Financial Group LLC333Jun 30, 26--0.00%
CNB Bank319Jun 30, 26-1670.00%
IFG Advisory, LLC309Jun 30, 26+3090.00%
ASSETMARK, INC299Jun 30, 26--0.00%
Synergy Investment Management, LLC290Jun 30, 26--0.00%
VISION FINANCIAL MARKETS LLC274Jun 30, 26--0.00%
FINANCIAL CONSULATE, INC248Jun 30, 26--0.00%
Strategic Advocates LLC246Jun 30, 26+1200.00%
AMERIFLEX GROUP, INC.245Jun 30, 26+2450.00%
Roble, Belko & Company, Inc216Jun 30, 26--0.00%
Gen-Wealth Partners Inc204Jun 30, 26--0.00%
Triumph Capital Management203Jun 30, 26--0.00%
SRS Capital Advisors, Inc.191Jun 30, 26+1910.00%
Ritter Daniher Financial Advisory LLC / DE167Jun 30, 26+60.00%
Russell Investments Group, Ltd.157Jun 30, 26+1570.00%
ROSS\JOHNSON & Associates LLC150Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC141Jun 30, 26+580.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO132Jun 30, 26-350.00%
US BANCORP \DE\100Jun 30, 26--0.00%
Cheviot Value Management, LLC100Jun 30, 26+1000.00%
ADIRONDACK TRUST CO78Jun 30, 26--0.00%
Silicon Valley Capital Partners77Jun 30, 26--0.00%
Highland Investment Advisors LLC70Jun 30, 26+700.00%
Rossby Financial, LCC65Jun 30, 26--0.00%
TUCKER ASSET MANAGEMENT LLC64Jun 30, 26--0.00%
Napier Financial, LLC64Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.51Jun 30, 26--0.00%
Strategic Wealth Partners, Ltd.38Jun 30, 26+200.00%
PNC FINANCIAL SERVICES GROUP, INC.34Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS31Jun 30, 26+310.00%
Elevated Capital Advisors, LLC31Jun 30, 26--0.00%
Ancora Advisors, LLC27Jun 30, 26+60.00%
Ameritas Advisory Services, LLC25Jun 30, 26+250.00%
REAP Financial Group, LLC24Jun 30, 26+240.00%
NATIONAL BANK OF CANADA /FI/20Jun 30, 26+200.00%
SIGNATUREFD, LLC16Jun 30, 26--0.00%
BFSG, LLC15Jun 30, 26+150.00%
TD Waterhouse Canada Inc.12Jun 30, 26+120.00%
Horizon Investments, LLC8Jun 30, 26-80.00%
Plante Moran Financial Advisors, LLC6Jun 30, 26+60.00%
Frazier Financial Advisors, LLC5Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC2Jun 30, 26+20.00%
KESTRA PRIVATE WEALTH SERVICES, LLC--Jun 30, 26-12.98K--
Root Financial Partners, LLC--Jun 30, 26-81--
Trexquant Investment LP--Jun 30, 26-3.57K--
JANE STREET GROUP, LLC--Jun 30, 26-64.79K--
GTS SECURITIES LLC--Jun 30, 26-34.43K--
FLOW TRADERS U.S. LLC--Jun 30, 26-29.44K--
Financial Freedom, LLC--Jun 30, 26-161--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-918--
Truvestments Capital LLC--Jun 30, 26-20--
GFS Advisors, LLC--Jun 30, 26-8.00K--
Advisory Services Network, LLC--Jun 30, 26-945--
Innovative Asset Advisors Group, LLC--Jun 30, 26-200--
Jackson Wealth Management, LLC--Jun 30, 26-4.51K--
VectorGlobal IAG, Inc.24.04KMar 31, 26+24.04K0.11%
CWM, LLC189Mar 31, 26-390.00%
Sunbelt Securities, Inc.161Mar 31, 26--0.00%
McIlrath & Eck, LLC16Mar 31, 26+160.00%
NRI Wealth Management LC76.83KDec 31, 25+4.07K0.37%
ORG Partners LLC140Dec 31, 25+1400.00%
WOLVERINE TRADING, LLC5.67KSep 30, 25+5.67K0.03%
FSA Wealth Management LLC--Sep 30, 25-250--
AVANTAX ADVISORY SERVICES, INC.18.66KJun 30, 25-9.96K0.09%
Legacy Investment Solutions, LLC893Jun 30, 25+8930.00%
Householder Group Estate & Retirement Specialist, LLC200Dec 31, 24--0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.