SA
Sign upLog In
DEHP

Institutional Ownership

Top 178 Institutional Holders
HolderSharesDateChange% Held
Unison Advisors LLC911.56KSep 30, 26-1.01K8.03%
Three Arch Wealth Management LLC629.33KSep 30, 26+13.98K5.54%
Merit Financial Group, LLC279.22KSep 30, 26+189.43K2.46%
von Borstel & Associates, Inc.237.60KSep 30, 26+14.32K2.09%
DiNuzzo Private Wealth, Inc.196.06KSep 30, 26+2611.73%
United Wealth Management, LLC168.99KSep 30, 26+6031.49%
Integrity Advisory Solutions, LLC168.04KSep 30, 26+21.59K1.48%
Farther Finance Advisors, LLC165.36KSep 30, 26+11.03K1.46%
Chicago Partners Investment Group LLC142.57KSep 30, 26+2.59K1.26%
Mariner, LLC140.32KSep 30, 26+6.91K1.24%
Quadcap Wealth Management, LLC123.32KSep 30, 26-8.93K1.09%
INTEGRITY ALLIANCE, LLC.107.79KSep 30, 26+2.74K0.95%
Foundry Financial LLC103.79KSep 30, 26+13.12K0.91%
PARK AVENUE SECURITIES LLC102.02KSep 30, 26+5.87K0.90%
Wealth Advisors Northwest LLC98.86KSep 30, 26+3.36K0.87%
Meredith Wealth Planning95.50KSep 30, 26-8.83K0.84%
OSAIC HOLDINGS, INC.92.59KSep 30, 26-7.02K0.82%
Global Assets Advisory, LLC78.95KSep 30, 26+3200.70%
TABLEAUX LLC77.85KSep 30, 26+8.76K0.69%
OneDigital Investment Advisors LLC74.10KSep 30, 26-7430.65%
Savant Capital, LLC72.30KSep 30, 26-5910.64%
Mills Wealth Advisors LLC70.82KSep 30, 26-6.23K0.62%
Evanson Financial, LLC69.02KSep 30, 26+4970.61%
LPL Financial LLC67.29KSep 30, 26+6.29K0.59%
Orion Porfolio Solutions, LLC64.52KSep 30, 26+17.01K0.57%
Corus Family Wealth Advisors60.41KSep 30, 26+4.84K0.53%
JPMORGAN CHASE & CO59.36KSep 30, 26+2.03K0.52%
Abel Hall, LLC58.98KSep 30, 26+2.57K0.52%
CSP Financial Group, LLC53.59KSep 30, 26+3.56K0.47%
SUMMIT WEALTH GROUP LLC / CO51.08KSep 30, 26-1.93K0.45%
Kestra Advisory Services, LLC46.14KSep 30, 26+4.61K0.41%
Tortoise Investment Management, LLC45.23KSep 30, 26+4000.40%
Sollinda Capital Management LLC39.63KSep 30, 26+6.21K0.35%
RFG Advisory, LLC37.86KSep 30, 26-1.13K0.33%
Broadhurst Jeffrey B37.37KSep 30, 26+25.65K0.33%
Alpha Financial Advisors, LLC36.64KSep 30, 26-1.53K0.32%
Apella Capital, LLC35.60KSep 30, 26+21.17K0.31%
COMMONWEALTH EQUITY SERVICES, LLC34.18KSep 30, 26+1.08K0.30%
BIP Wealth, LLC33.93KSep 30, 26+27.83K0.30%
Acorn Wealth Advisors, LLC33.87KSep 30, 26+2.82K0.30%
Index Fund Advisors, Inc.31.81KSep 30, 26+3.28K0.28%
AA Financial Advisors, LLC29.64KSep 30, 26+1.48K0.26%
FORTERIS WEALTH MANAGEMENT INC.28.46KSep 30, 26+1.47K0.25%
TAGStone Capital, Inc.25.17KSep 30, 26+4.34K0.22%
BDFS Capital LLC24.69KSep 30, 26-1.80K0.22%
PINNEY & SCOFIELD, INC.24.43KSep 30, 26+8310.22%
UBS Group AG22.07KSep 30, 26-19.10K0.19%
CITIGROUP INC19.35KSep 30, 26+1.58K0.17%
Brookstone Capital Management18.30KSep 30, 26+7.98K0.16%
SUTTON PLACE INVESTORS LLC18.20KSep 30, 26+620.16%
Two West Capital Advisors LLC18.17KSep 30, 26+2580.16%
Kane Co Wealth Management, Inc.17.76KSep 30, 26+6500.16%
Capital Investment Advisory Services, LLC17.32KSep 30, 26+8810.15%
HighTower Advisors, LLC16.40KSep 30, 26-9040.14%
Everest Private Wealth14.95KSep 30, 26+4.45K0.13%
Outbound Financial Inc13.36KSep 30, 26-1.45K0.12%
TRUIST FINANCIAL CORP13.33KSep 30, 26+1.28K0.12%
Savvy Advisors, Inc.13.22KSep 30, 26-2.96K0.12%
MARYLAND CAPITAL ADVISORS INC.12.95KSep 30, 26+40.11%
Pacific Asset Management, LLC12.53KSep 30, 26+570.11%
SIGNATUREFD, LLC11.82KSep 30, 26+1.40K0.10%
FIRETHORN WEALTH PARTNERS, LLC11.51KSep 30, 26-660.10%
Creative Planning11.22KSep 30, 26+1980.10%
GREAT VALLEY ADVISOR GROUP, INC.10.91KSep 30, 26+2.14K0.10%
Rehmann Capital Advisory Group10.74KSep 30, 26-7310.09%
Global Financial Private Client, LLC10.69KSep 30, 26+2.25K0.09%
Triad Wealth Partners, LLC9.99KSep 30, 26+8160.09%
Vestment Financial LLC9.26KSep 30, 26+30.08%
RCS Financial Planning, LLC9.17KSep 30, 26-1.19K0.08%
Washington Trust Advisors, Inc.9.07KSep 30, 26+460.08%
COWA, LLC8.95KSep 30, 26+8.95K0.08%
SAX WEALTH ADVISORS, LLC8.74KSep 30, 26-8270.08%
Nuveen, LLC8.70KSep 30, 26+1.96K0.08%
NWAM LLC8.56KSep 30, 26+1440.08%
Approach Retirement Advisors, LLC8.52KSep 30, 26-4140.08%
Pallas Capital Advisors LLC8.35KSep 30, 26+8.35K0.07%
LAM GROUP, INC.7.71KSep 30, 26+3.90K0.07%
Canvas Wealth Advisors, LLC6.70KSep 30, 26+4720.06%
Glass Jacobson Investment Advisors llc6.25KSep 30, 26+960.06%
Tranquility Partners, LLC5.92KSep 30, 26+5.92K0.05%
Cambridge Investment Research Advisors, Inc.5.88KSep 30, 26+3050.05%
GRANVILLE CAPITAL, INC.5.61KSep 30, 26+5.61K0.05%
Private Advisor Group, LLC5.13KSep 30, 26+5.13K0.05%
GeoWealth Management, LLC5.13KSep 30, 26-3400.05%
Freedom Day Solutions, LLC4.92KSep 30, 26+4.92K0.04%
BANK OF MONTREAL /CAN/4.71KSep 30, 26+4.71K0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV4.19KSep 30, 26+530.04%
RHL GROUP, LLC3.48KSep 30, 26+1.84K0.03%
AE Wealth Management LLC1.28KSep 30, 26-5680.01%
BESSEMER GROUP INC1.26KSep 30, 26--0.01%
Allworth Financial LP1.13KSep 30, 26--0.01%
CX Institutional1.10KSep 30, 26-400.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.05KSep 30, 26--0.01%
IFG Advisory, LLC1.04KSep 30, 26-1.17K0.01%
EverSource Wealth Advisors, LLC730Sep 30, 26-1170.01%
Pillar Financial Advisors, LLC576Sep 30, 26--0.01%
Millstone Evans Group, LLC542Sep 30, 26+1080.00%
MATHER GROUP, LLC.500Sep 30, 26--0.00%
Ashton Thomas Private Wealth, LLC448Sep 30, 26--0.00%
Triumph Capital Management366Sep 30, 26+30.00%
DiPaolo Financial Group, Inc.350Sep 30, 26+3500.00%
Ascentis Independent Advisors253Sep 30, 26+2530.00%
Archer Investment Corp144Sep 30, 26--0.00%
Coston, McIsaac & Partners141Sep 30, 26--0.00%
FIFTH THIRD BANCORP100Sep 30, 26--0.00%
CoreCap Advisors, LLC96Sep 30, 26--0.00%
ASSETMARK, INC25Sep 30, 26+250.00%
COMPASS FINANCIAL MANAGEMENT LLC5Sep 30, 26+50.00%
Financial Alternatives, Inc2Sep 30, 26+20.00%
Root Financial Partners, LLC2Sep 30, 26+20.00%
M Holdings Securities, Inc.--Sep 30, 26-14.35K--
TCFG Investment Advisors, LLC--Sep 30, 26-4.81K--
FSA WEALTH PARTNERS, INC.--Sep 30, 26-20.84K--
JANE STREET GROUP, LLC--Sep 30, 26-140.84K--
Pasadena Private Wealth, LLC--Sep 30, 26-6.12K--
Bedel Financial Consulting, Inc.--Sep 30, 26-4.69K--
Venture Visionary Partners LLC--Sep 30, 26-5.52K--
Beacon Pointe Advisors, LLC341.65KJun 30, 26-17.07K3.01%
Vestmark Advisory Solutions, Inc.238.02KJun 30, 26-1542.10%
MERCER GLOBAL ADVISORS INC /ADV198.25KJun 30, 26+91.27K1.75%
ENVESTNET ASSET MANAGEMENT INC182.69KJun 30, 26+15.14K1.61%
JANE STREET GROUP, LLC140.84KJun 30, 26+86.97K1.24%
OSAIC HOLDINGS, INC.99.61KJun 30, 26+42.03K0.88%
NewEdge Advisors, LLC93.80KJun 30, 26+3.08K0.83%
Integrated Wealth Concepts LLC92.91KJun 30, 26+1.29K0.82%
FISCHER INVESTMENT STRATEGIES, LLC88.72KJun 30, 26-11.44K0.78%
BANK OF AMERICA CORP /DE/87.13KJun 30, 26-3.37K0.77%
Capstone Wealth Management, Inc.79.01KJun 30, 26+2880.70%
Sequoia Financial Advisors, LLC73.49KJun 30, 26-1110.65%
Betterment LLC62.85KJun 30, 26+2.66K0.55%
JPMORGAN CHASE & CO57.33KJun 30, 26-9510.51%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC56.22KJun 30, 26--0.50%
Corus Family Wealth Advisors55.57KJun 30, 26+3.68K0.49%
Wealthspire Advisors, LLC50.45KJun 30, 26-1.86K0.44%
Orion Porfolio Solutions, LLC47.51KJun 30, 26-9430.42%
Applied Capital LLC47.34KJun 30, 26-5.76K0.42%
HM PAYSON & CO43.15KJun 30, 26--0.38%
UBS Group AG41.17KJun 30, 26+4.50K0.36%
GOLDMAN SACHS GROUP INC39.42KJun 30, 26-10.58K0.35%
WorthPointe, LLC28.57KJun 30, 26-2.64K0.25%
Envision Financial Planning, LLC28.36KJun 30, 26-1.29K0.25%
PINNEY & SCOFIELD, INC.23.60KJun 30, 26-1.30K0.21%
Daner Wealth Management, LLC20.54KJun 30, 26+2.66K0.18%
ROYAL BANK OF CANADA17.66KJun 30, 26+10.31K0.16%
Cerity Partners LLC16.43KJun 30, 26+5190.14%
Savvy Advisors, Inc.16.18KJun 30, 26+7.33K0.14%
Vantage Point Financial LLC15.98KJun 30, 26+3.09K0.14%
E-Wealth Partners, LLC14.62KJun 30, 26--0.13%
Mission Hills Financial Advisory, LLC12.34KJun 30, 26+12.34K0.11%
WELLS FARGO & COMPANY/MN12.23KJun 30, 26+12.23K0.11%
Broadhurst Jeffrey B11.72KJun 30, 26-26.84K0.10%
Rehmann Capital Advisory Group11.47KJun 30, 26-600.10%
OLD MISSION CAPITAL LLC10.06KJun 30, 26-172.66K0.09%
XCELSIOR ADVISOR PARTNERS LLC8.73KJun 30, 26-480.08%
Arrowroot Family Office, LLC8.72KJun 30, 26+380.08%
SageView Advisory Group, LLC7.02KJun 30, 26-5120.06%
Ausdal Financial Partners, Inc.6.12KJun 30, 26--0.05%
MML INVESTORS SERVICES, LLC5.61KJun 30, 26+5.61K0.05%
Nalls Sherbakoff Group, LLC3.36KJun 30, 26+60.03%
AE Wealth Management LLC1.85KJun 30, 26--0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.05KJun 30, 26+8580.01%
BFC Planning, Inc.994Jun 30, 26--0.01%
Strategic Wealth Partners, Ltd.517Jun 30, 26+30.00%
Millstone Evans Group, LLC434Jun 30, 26+210.00%
Steward Partners Investment Advisory, LLC400Jun 30, 26--0.00%
Topsail Wealth Management, LLC260Jun 30, 26+130.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO132Jun 30, 26-1.03K0.00%
MORGAN STANLEY--Jun 30, 26-71--
Evanson Asset Management, LLC68.39KMar 31, 26+27.55K0.60%
Yeomans Consulting Group, Inc.58.72KDec 31, 25+9430.52%
Austin Private Wealth, LLC14.12KDec 31, 25+700.12%
COMERICA BANK109Dec 31, 25-50.00%
Fortress Wealth Management, Inc.161.66KSep 30, 25-7991.42%
Orion Portfolio Solutions, LLC8.78KMar 31, 25+8.78K0.08%
Aspire Wealth Management Corp1.49KSep 30, 24--0.01%
WALDEN WEALTH PARTNERS LLC111.31KJun 30, 24+3.00K0.98%
WEALTHSOURCE PARTNERS, LLC22.22KDec 31, 23-1.76K0.20%
Laurel Wealth Advisors, Inc.27.37KDec 31, 22+27.37K0.24%

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

Explore More

DEHP Financial Metrics

Explore 130+ historical metrics & ratios

Stock Comparison

Compare equities side by side

52-Week Highs Breakout

Stocks breaking to new annual highs

52-Week Lows Oversold

S&P 500 oversold value screener

Trending Momentum

Relative strength momentum leaders

Earnings Calendar

Upcoming earnings dates & reports

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

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