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Institutional Ownership

Top 247 Institutional Holders
HolderSharesDateChange% Held
Farther Finance Advisors, LLC390.41KSep 30, 26+23.86K2.24%
Apella Capital, LLC164.44KSep 30, 26+5.26K0.94%
Foster Group, Inc.73.74KSep 30, 26+7410.42%
Parkshore Wealth Management, Inc.55.28KSep 30, 26+4.62K0.32%
Sprinkle Financial Consultants LLC53.75KSep 30, 26+190.31%
Krilogy Financial LLC38.18KSep 30, 26-8570.22%
Keystone Financial Group, Inc.38.17KSep 30, 26+2.46K0.22%
Spinnaker Investment Group, LLC36.94KSep 30, 26-1.93K0.21%
FIDUCIARY FINANCIAL GROUP, LLC23.30KSep 30, 26+9720.13%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC11.57KSep 30, 26+7080.07%
BOS Asset Management, LLC9.07KSep 30, 26+3810.05%
GEM Asset Management, LLC8.04KSep 30, 26+740.05%
Conrad Siegel Investment Advisors, Inc.6.06KSep 30, 26+6.06K0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.04KSep 30, 26+2.55K0.03%
Hippocratic Financial Advisors, LLC4.78KSep 30, 26-4030.03%
Pacific Wealth Management4.06KSep 30, 26+4.06K0.02%
Signal Advisors Wealth, LLC3.57KSep 30, 26+110.02%
Trust Co1.91KSep 30, 26--0.01%
ZRC WEALTH MANAGEMENT, LLC437Sep 30, 26-30.00%
CX Institutional416Sep 30, 26-2.45K0.00%
First Pacific Financial934.50KJun 30, 26+69.25K5.36%
Wealth Management Nebraska853.13KJun 30, 26+48.78K4.89%
Arlington Financial Advisors, LLC658.57KJun 30, 26+10.54K3.78%
Sivia Capital Partners, LLC341.60KJun 30, 26+211.80K1.96%
Strategic Investment Solutions, Inc. /IL253.32KJun 30, 26-27.45K1.45%
DiNuzzo Private Wealth, Inc.241.36KJun 30, 26+8.22K1.38%
Plancorp, LLC214.26KJun 30, 26+39.15K1.23%
Abacus Planning Group, Inc.212.10KJun 30, 26+1781.22%
JPMORGAN CHASE & CO209.49KJun 30, 26+34.73K1.20%
Bryant Woods Investment Advisors, LLC175.70KJun 30, 26+6.87K1.01%
Greenspring Advisors, LLC175.06KJun 30, 26+12.33K1.00%
Fundamentum, LLC163.93KJun 30, 26+4.42K0.94%
Keyes, Stange & Wooten Wealth Management, LLC157.67KJun 30, 26-14.58K0.90%
Triune Financial Partners, LLC147.93KJun 30, 26+3.46K0.85%
MASECO LLP143.21KJun 30, 26+1.61K0.82%
Physician Wealth Advisors, Inc.131.66KJun 30, 26-16.24K0.75%
Royal Harbor Partners, LLC123.07KJun 30, 26-1.18K0.71%
BIP Wealth, LLC116.97KJun 30, 26+44.61K0.67%
Strathmore Capital Advisors, Inc.113.10KJun 30, 26+4.85K0.65%
BROWN ADVISORY INC112.15KJun 30, 26+112.15K0.64%
American Investment Services, Inc.110.00KJun 30, 26-3.54K0.63%
RAYMOND JAMES FINANCIAL INC106.19KJun 30, 26+79.71K0.61%
HFG Wealth Management, LLC103.94KJun 30, 26-29.95K0.60%
Evanson Financial, LLC101.77KJun 30, 26+101.77K0.58%
DEMMING FINANCIAL SERVICES CORP /ADV101.77KJun 30, 26+2.30K0.58%
MERCER GLOBAL ADVISORS INC /ADV89.47KJun 30, 26+27.25K0.51%
COMMONWEALTH EQUITY SERVICES, LLC78.15KJun 30, 26+7.49K0.45%
TCI Wealth Advisors, Inc.77.33KJun 30, 26-1.82K0.44%
Foster Group, Inc.73.00KJun 30, 26+51.94K0.42%
BUILDER INVESTMENT GROUP INC /ADV66.82KJun 30, 26-1.63K0.38%
LPL Financial LLC66.22KJun 30, 26+6.73K0.38%
Family Management Corp62.18KJun 30, 26+9.41K0.36%
AQR CAPITAL MANAGEMENT LLC61.66KJun 30, 26-7270.35%
Lakewood Asset Management LLC59.18KJun 30, 26+43.04K0.34%
Berger Financial Group, Inc52.27KJun 30, 26+4290.30%
SC&H Financial Advisors, Inc.51.13KJun 30, 26+1.97K0.29%
Keating Financial Advisory Services, Inc.48.69KJun 30, 26+12.03K0.28%
MATHER GROUP, LLC.45.67KJun 30, 26+2340.26%
Shore Point Advisors, LLC44.12KJun 30, 26+3.34K0.25%
HighTower Advisors, LLC44.09KJun 30, 26+5190.25%
Parkwoods Wealth Partners, LLC40.97KJun 30, 26+5.03K0.23%
Warburton Capital Management, LLC40.37KJun 30, 26+2.15K0.23%
Prudent Man Investment Management, Inc.39.08KJun 30, 26-3960.22%
Krilogy Financial LLC39.03KJun 30, 26-3.27K0.22%
Spinnaker Investment Group, LLC38.87KJun 30, 26+6.03K0.22%
AssuredPartners Investment Advisors, LLC36.08KJun 30, 26+4.09K0.21%
Barry Investment Advisors, LLC35.77KJun 30, 26+2.94K0.21%
MB Generational Wealth, LLC35.62KJun 30, 26+1.97K0.20%
Colony Group, LLC35.44KJun 30, 26-230.65K0.20%
JFS WEALTH ADVISORS, LLC34.48KJun 30, 26+17.28K0.20%
Kesler, Norman & Wride, LLC34.35KJun 30, 26+10.48K0.20%
MONOGRAPH WEALTH ADVISORS, LLC34.11KJun 30, 26+7.57K0.20%
Rachor Investment Advisory Services, LLC32.87KJun 30, 26+1.10K0.19%
JANE STREET GROUP, LLC31.55KJun 30, 26-22.74K0.18%
Aspen Capital Management, LLC30.65KJun 30, 26+4.60K0.18%
VESTIA PERSONAL WEALTH ADVISORS30.42KJun 30, 26+2.26K0.17%
Babb Wealth Advisors LLC29.16KJun 30, 26+3760.17%
Chicago Partners Investment Group LLC28.81KJun 30, 26+4.24K0.17%
Foundations Investment Advisors, LLC28.00KJun 30, 26+3.96K0.16%
Ruedi Wealth Management, Inc.27.69KJun 30, 26+14.33K0.16%
Beacon Pointe Advisors, LLC26.18KJun 30, 26+4710.15%
CARDIFF PARK ADVISORS, LLC25.50KJun 30, 26+1160.15%
MOSAIC FAMILY WEALTH PARTNERS, LLC25.40KJun 30, 26+1.42K0.15%
Syverson Strege & Co25.24KJun 30, 26-9340.14%
Sterling Wealth Management, Inc.24.14KJun 30, 26-7300.14%
Envision Financial Planning, LLC24.10KJun 30, 26+1.78K0.14%
BANK OF MONTREAL /CAN/23.31KJun 30, 26+7340.13%
IHT Wealth Management, LLC23.13KJun 30, 26+2.03K0.13%
FIDUCIARY FINANCIAL GROUP, LLC22.33KJun 30, 26+6190.13%
Pacific Asset Management, LLC20.58KJun 30, 26+9900.12%
Betterment LLC19.44KJun 30, 26+9240.11%
LEGACY FINANCIAL GROUP, INC.18.42KJun 30, 26+5.83K0.11%
Mills Wealth Advisors LLC17.09KJun 30, 26+1.55K0.10%
Stratos Wealth Partners, LTD.16.22KJun 30, 26+12.81K0.09%
Savvy Advisors, Inc.16.14KJun 30, 26+2.39K0.09%
Austin Asset Management Co Inc15.00KJun 30, 26+2.59K0.09%
Cambridge Investment Research Advisors, Inc.14.28KJun 30, 26+2.65K0.08%
WELLINGTON-ALTUS USA INC.14.26KJun 30, 26-2.83K0.08%
Buckingham Strategic Partners13.50KJun 30, 26+3.72K0.08%
CARY STREET PARTNERS FINANCIAL LLC13.45KJun 30, 26+1.29K0.08%
Annandale Capital, LLC13.35KJun 30, 26+2860.08%
Riverbend Wealth Management, LLC13.14KJun 30, 26-8040.08%
Resources Investment Advisors, LLC.12.99KJun 30, 26+2.89K0.07%
Chico Wealth RIA12.66KJun 30, 26+1.17K0.07%
Highland Financial Advisors, LLC12.59KJun 30, 26--0.07%
FMB WEALTH MANAGEMENT12.54KJun 30, 26+2790.07%
Nemes Rush Group LLC12.03KJun 30, 26+3300.07%
Waterfront Wealth Inc.12.03KJun 30, 26+1.61K0.07%
Mustard Seed Financial, LLC11.83KJun 30, 26-4.03K0.07%
Legacy Capital Wealth Partners, LLC11.56KJun 30, 26+2.20K0.07%
Visionary Wealth Advisors11.00KJun 30, 26+1.23K0.06%
Mutual Advisors, LLC9.45KJun 30, 26+1.73K0.05%
RS CRUM INC.9.32KJun 30, 26+3160.05%
RAM Investment Partners, LLC9.02KJun 30, 26+3330.05%
Sensible Money, LLC8.63KJun 30, 26+1.96K0.05%
ELEVATE WEALTH ADVISORY, INC8.40KJun 30, 26+7000.05%
United Advisor Group, LLC8.37KJun 30, 26+8.37K0.05%
EverSource Wealth Advisors, LLC8.34KJun 30, 26-1060.05%
Belpointe Asset Management LLC8.29KJun 30, 26+540.05%
KEB ASSET MANAGEMENT, LLC8.27KJun 30, 26+3.49K0.05%
ENVESTNET ASSET MANAGEMENT INC8.23KJun 30, 26-2740.05%
Ashton Thomas Private Wealth, LLC8.09KJun 30, 26+1.01K0.05%
DecisionPoint Financial, LLC7.98KJun 30, 26-3120.05%
GEM Asset Management, LLC7.96KJun 30, 26+1.90K0.05%
BRIGHTON JONES LLC7.74KJun 30, 26+9270.04%
marrick wealth, LLC7.67KJun 30, 26+490.04%
BKA Wealth Consulting, Inc.7.66KJun 30, 26+480.04%
Modera Wealth Management, LLC7.61KJun 30, 26+2.35K0.04%
CI Private Wealth, LLC7.38KJun 30, 26+1.10K0.04%
Verum Partners LLC7.11KJun 30, 26--0.04%
Savant Capital, LLC7.10KJun 30, 26-8030.04%
Alpha Financial Advisors, LLC6.94KJun 30, 26+2.81K0.04%
Tilson Financial Group, Inc.6.77KJun 30, 26+4300.04%
Root Financial Partners, LLC6.55KJun 30, 26+1240.04%
Kachkovsky & Fisher, Inc.6.52KJun 30, 26+6.52K0.04%
TFC Financial Management, Inc.6.36KJun 30, 26+2160.04%
USAdvisors Wealth Management, LLC6.20KJun 30, 26+3.40K0.04%
Falcon Wealth Planning6.08KJun 30, 26-3.63K0.03%
Ferguson Johnson Wealth Management Inc5.99KJun 30, 26+670.03%
XY Planning Network, Inc.5.81KJun 30, 26+9690.03%
Asset Dedication, LLC5.67KJun 30, 26+1530.03%
QUANTIFY CHAOS ADVISORS, LLC5.49KJun 30, 26+250.03%
Creative Planning5.40KJun 30, 26-5630.03%
Allworth Financial LP5.37KJun 30, 26-1010.03%
Hippocratic Financial Advisors, LLC5.18KJun 30, 26+2960.03%
LRI Investments, LLC5.16KJun 30, 26+1070.03%
Pillar Financial Advisors, LLC5.14KJun 30, 26+3970.03%
Ausdal Financial Partners, Inc.5.05KJun 30, 26--0.03%
Beaird Harris Wealth Management, LLC4.80KJun 30, 26+2080.03%
Advisory Services Network, LLC4.80KJun 30, 26-1990.03%
Elser Financial Planning, Inc4.72KJun 30, 26+1030.03%
Woodward Financial Advisors, Inc.4.67KJun 30, 26+1.85K0.03%
Cloud Capital Management, LLC4.65KJun 30, 26+3590.03%
HUTCHINSON CAPITAL MANAGEMENT/CA4.56KJun 30, 26+240.03%
R.P. Boggs & Co.4.54KJun 30, 26+8250.03%
MISSION WEALTH MANAGEMENT, LP4.42KJun 30, 26+1.64K0.03%
Equitable Holdings, Inc.4.40KJun 30, 26-5300.03%
Wealthspire Advisors, LLC4.33KJun 30, 26+4.33K0.02%
HARBOUR INVESTMENTS, INC.4.22KJun 30, 26--0.02%
Investment Advisory Group, LLC4.17KJun 30, 26+10.02%
OpenArc Corporate Advisory, LLC4.12KJun 30, 26+4.12K0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4.12KJun 30, 26+3220.02%
Fonville Wealth Management LLC4.07KJun 30, 26+240.02%
Silver Oak Advisory Group, Inc.3.97KJun 30, 26+10.02%
Apollon Financial, LLC3.94KJun 30, 26+3.94K0.02%
AXXCESS WEALTH MANAGEMENT, LLC3.83KJun 30, 26+3.83K0.02%
BANK OF AMERICA CORP /DE/3.82KJun 30, 26+3.82K0.02%
FOSTER & MOTLEY INC3.79KJun 30, 26+880.02%
Coston, McIsaac & Partners3.70KJun 30, 26+8320.02%
Approach Retirement Advisors, LLC3.64KJun 30, 26+3.64K0.02%
Vistica Wealth Advisors, LLC3.57KJun 30, 26+110.02%
MARIPAU WEALTH MANAGEMENT LLC3.56KJun 30, 26+1410.02%
Signal Advisors Wealth, LLC3.56KJun 30, 26+3.56K0.02%
LAM GROUP, INC.3.50KJun 30, 26+20.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.50KJun 30, 26+3.50K0.02%
Forum Financial Management, LP3.33KJun 30, 26+2490.02%
TRUIST FINANCIAL CORP3.12KJun 30, 26+3.12K0.02%
Inspire Advisors, LLC3.06KJun 30, 26-5490.02%
C M BIDWELL & ASSOCIATES LTD2.97KJun 30, 26+2670.02%
Rehmann Capital Advisory Group2.96KJun 30, 26-2290.02%
Pathstone Holdings, LLC2.96KJun 30, 26+70.02%
Aurelius Family Office LLC2.91KJun 30, 26+1420.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC2.87KJun 30, 26+2330.02%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC2.84KJun 30, 26-740.02%
Donalies Financial Planning, LLC2.78KJun 30, 26-1900.02%
Investmark Advisory Group LLC2.73KJun 30, 26+110.02%
180 WEALTH ADVISORS, LLC2.68KJun 30, 26+2.68K0.02%
Safeguard Investment Advisory Group, LLC2.63KJun 30, 26+2.63K0.02%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC2.50KJun 30, 26+2.50K0.01%
ADVISOR GROUP HOLDINGS, INC.2.35KJun 30, 26+2900.01%
Frankly Finances, LLC2.33KJun 30, 26+250.01%
Federation des caisses Desjardins du Quebec2.13KJun 30, 26-3.90K0.01%
Gunpowder Capital Management, LLC dba Oliver Wealth Management2.00KJun 30, 26+7550.01%
Markowski Investments1.74KJun 30, 26+1.74K0.01%
PINNEY & SCOFIELD, INC.1.29KJun 30, 26+780.01%
Glass Jacobson Investment Advisors llc1.27KJun 30, 26+40.01%
Crews Bank & Trust1.26KJun 30, 26--0.01%
SJS Investment Consulting Inc.1.26KJun 30, 26+540.01%
Investors Portfolio Services LLC1.21KJun 30, 26+60.01%
Fort Vancouver Investment Management, LLC929Jun 30, 26+9260.01%
Burk Holdings LLC805Jun 30, 26-170.00%
MORRIS FINANCIAL CONCEPTS, INC.669Jun 30, 26--0.00%
NATIONAL BANK OF CANADA /FI/581Jun 30, 26--0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC573Jun 30, 26-3000.00%
Waverly Advisors, LLC492Jun 30, 26+30.00%
Integrated Wealth Concepts LLC425Jun 30, 26+4250.00%
Concord Wealth Partners348Jun 30, 26+3480.00%
Your Advocates Ltd., LLP316Jun 30, 26+870.00%
UBS Group AG171Jun 30, 26+260.00%
AdvisorNet Financial, Inc157Jun 30, 26+270.00%
MARYLAND CAPITAL ADVISORS INC.147Jun 30, 26+1470.00%
Quent Capital, LLC134Jun 30, 26--0.00%
Ares Financial Consulting, LLC133Jun 30, 26-60.00%
FMR LLC132Jun 30, 26+20.00%
ASSETMARK, INC123Jun 30, 26+1230.00%
ENTRUST FINANCIAL LLC122Jun 30, 26-790.00%
FIDUCIARY FINANCIAL ADVISORS111Jun 30, 26+1110.00%
Medallion Wealth Advisors, LLC75Jun 30, 26--0.00%
Vermillion Wealth Management, Inc.71Jun 30, 26+10.00%
Cherry Tree Wealth Management, LLC60Jun 30, 26+600.00%
Longview Financial Advisors LLC41Jun 30, 26+20.00%
IFG Advisory, LLC15Jun 30, 26+150.00%
Highland Investment Advisors LLC12Jun 30, 26+120.00%
Kozak & Associates, Inc.4Jun 30, 26--0.00%
Cordant, Inc.2Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC--Jun 30, 26-200--
Cogent Private Wealth, Inc.--Jun 30, 26-20.61K--
Wolfstich Capital, LLC--Jun 30, 26-16.08K--
GRAND WEALTH MANAGEMENT, LLC--Jun 30, 26-37--
Tradewinds, LLC.--Jun 30, 26-2.56K--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-4--
MORGAN STANLEY--Jun 30, 26-666--
Ronald Blue Trust, Inc.--Jun 30, 26-16.11K--
Gotham Asset Management, LLC--Jun 30, 26-61.07K--
Ameritas Advisory Services, LLC--Jun 30, 26-149--
CURIO WEALTH, LLC--Jun 30, 26-1.26K--
Evanson Asset Management, LLC95.36KMar 31, 26+10.64K0.55%
CWM, LLC8.03KMar 31, 26-2.37K0.05%
McIlrath & Eck, LLC1.77KMar 31, 26+8980.01%
North Ridge Wealth Advisors, Inc.1.23KMar 31, 26+630.01%
Total Wealth Planning, LLC--Dec 31, 25-7.46K--
PBMares Wealth Management LLC7.69KSep 30, 25+7490.04%
Promus Capital, LLC487Sep 30, 25+20.00%
Jentner Corp7.99KJun 30, 25+1330.05%
Blue Oak Capital, LLC4.22KJun 30, 25-470.02%
Smith Anglin Financial, LLC3.64KJun 30, 25+200.02%
Vista Wealth Management Group, LLC4.24KMar 31, 25+6560.02%

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.