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Institutional Ownership

Top 209 Institutional Holders
HolderSharesDateChange% Held
Forum Financial Management, LP6.81MJun 30, 26+267.32K13.79%
MASECO LLP4.11MJun 30, 26+257.09K8.32%
Symmetry Partners, LLC2.50MJun 30, 26-41.96K5.06%
von Borstel & Associates, Inc.1.62MJun 30, 26+90.72K3.27%
Beacon Pointe Advisors, LLC1.17MJun 30, 26-14.16K2.37%
WPWealth LLP1.08MJun 30, 26-111.35K2.18%
Ruedi Wealth Management, Inc.1.05MJun 30, 26+60.24K2.13%
CURIO WEALTH, LLC930.62KJun 30, 26+92.61K1.88%
Integrity Advisory Solutions, LLC916.98KJun 30, 26+136.41K1.86%
Vestmark Advisory Solutions, Inc.857.51KJun 30, 26--1.74%
PENOBSCOT WEALTH MANAGEMENT841.79KJun 30, 26-62.83K1.70%
Beaird Harris Wealth Management, LLC743.39KJun 30, 26+110.69K1.51%
ENVESTNET ASSET MANAGEMENT INC712.64KJun 30, 26+27.50K1.44%
BANK OF AMERICA CORP /DE/708.69KJun 30, 26+93.93K1.44%
TCI Wealth Advisors, Inc.685.45KJun 30, 26+70.71K1.39%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.649.40KJun 30, 26+33.87K1.32%
AE Wealth Management LLC610.79KJun 30, 26+27.23K1.24%
Allworth Financial LP597.30KJun 30, 26+161.88K1.21%
McCarthy Grittinger Financial Group, LLC556.53KJun 30, 26+44.18K1.13%
Integrated Wealth Concepts LLC554.22KJun 30, 26+266.54K1.12%
Wealth Advisors Northwest LLC538.42KJun 30, 26+207.83K1.09%
Straight Path Wealth Management517.41KJun 30, 26+28.51K1.05%
DiNuzzo Private Wealth, Inc.502.67KJun 30, 26+42.37K1.02%
JONES FINANCIAL COMPANIES LLLP482.69KJun 30, 26+482.69K0.98%
RFG Advisory, LLC461.74KJun 30, 26+23.25K0.94%
United Wealth Management, LLC448.55KJun 30, 26+24.49K0.91%
COMMONWEALTH EQUITY SERVICES, LLC436.46KJun 30, 26+39.25K0.88%
Quantum Financial Advisors, LLC392.24KJun 30, 26+67.88K0.79%
STOLZ & ASSOCIATES, PS380.78KJun 30, 26+101.95K0.77%
Midwest Heritage Bank, FSB360.39KJun 30, 26+14.41K0.73%
MONETA GROUP INVESTMENT ADVISORS LLC322.38KJun 30, 26+24.05K0.65%
VESTIA PERSONAL WEALTH ADVISORS319.53KJun 30, 26+206.10K0.65%
Outbound Financial Inc307.64KJun 30, 26+24.59K0.62%
TruNorth Capital Management, LLC298.15KJun 30, 26+21.57K0.60%
Savant Capital, LLC285.34KJun 30, 26+67.53K0.58%
Gradient Capital Advisors, LLC234.83KJun 30, 26+17.83K0.48%
Wheels Up Wealth, Inc.228.47KJun 30, 26+14.24K0.46%
Meredith Wealth Planning228.39KJun 30, 26+30.53K0.46%
GeoWealth Management, LLC213.66KJun 30, 26+6.84K0.43%
Dynamic Advisor Solutions LLC197.12KJun 30, 26-2.43K0.40%
GRAND WEALTH MANAGEMENT, LLC196.91KJun 30, 26+16.07K0.40%
OLD MISSION CAPITAL LLC192.87KJun 30, 26+192.87K0.39%
Archford Capital Strategies, LLC191.58KJun 30, 26+7.19K0.39%
Modera Wealth Management, LLC186.50KJun 30, 26-1.68K0.38%
UBS ASSET MANAGEMENT AMERICAS INC184.79KJun 30, 26--0.37%
Fort Vancouver Investment Management, LLC183.66KJun 30, 26+15.22K0.37%
Signature Resources Capital Management, LLC174.71KJun 30, 26+17.31K0.35%
FIDUCIARY FINANCIAL ADVISORS173.10KJun 30, 26+60.75K0.35%
Betterment LLC170.32KJun 30, 26+14.11K0.34%
Apella Capital, LLC167.82KJun 30, 26+142.90K0.34%
CSP Financial Group, LLC166.23KJun 30, 26+15.22K0.34%
Kestra Advisory Services, LLC163.64KJun 30, 26+20.44K0.33%
Resources Investment Advisors, LLC.157.66KJun 30, 26+26.40K0.32%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC156.96KJun 30, 26-5.22K0.32%
Kings Path Partners LLC152.71KJun 30, 26+9.57K0.31%
AA Financial Advisors, LLC150.13KJun 30, 26-2.74K0.30%
LPL Financial LLC146.51KJun 30, 26+58.30K0.30%
PARK AVENUE SECURITIES LLC143.92KJun 30, 26-14.98K0.29%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC139.54KJun 30, 26+12.76K0.28%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC138.78KJun 30, 26+13.88K0.28%
Visionary Wealth Advisors131.20KJun 30, 26+131.20K0.27%
JPMORGAN CHASE & CO123.22KJun 30, 26+55.46K0.25%
Applied Capital LLC120.74KJun 30, 26+2.87K0.24%
Mariner, LLC118.14KJun 30, 26-1.04K0.24%
Mission Hills Financial Advisory, LLC106.37KJun 30, 26+106.37K0.22%
Farther Finance Advisors, LLC106.01KJun 30, 26-20.27K0.21%
CITIGROUP INC102.85KJun 30, 26+46.75K0.21%
One Degree Advisors Inc100.58KJun 30, 26+2.46K0.20%
Krilogy Financial LLC100.02KJun 30, 26+4.07K0.20%
City State Bank97.78KJun 30, 26+9.94K0.20%
HFM Investment Advisors, LLC94.75KJun 30, 26+1.30K0.19%
marrick wealth, LLC90.62KJun 30, 26+1.81K0.18%
55 North Private Wealth, LLC90.59KJun 30, 26+9.38K0.18%
International Private Wealth Advisors LLC85.89KJun 30, 26+1.72K0.17%
Disciplined Investors, L.L.C.84.14KJun 30, 26+19.31K0.17%
ADVISOR GROUP HOLDINGS, INC.82.72KJun 30, 26+11.51K0.17%
Vise Technologies, Inc.80.22KJun 30, 26+74.74K0.16%
WELLS FARGO & COMPANY/MN77.96KJun 30, 26+59.43K0.16%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC76.75KJun 30, 26+2330.16%
Root Financial Partners, LLC75.16KJun 30, 26+74.13K0.15%
Professional Financial Advisors, LLC75.13KJun 30, 26+9.51K0.15%
Acorn Wealth Advisors, LLC74.91KJun 30, 26+16.47K0.15%
Wealthcare Advisory Partners LLC70.90KJun 30, 26+3.51K0.14%
SAX WEALTH ADVISORS, LLC70.50KJun 30, 26+15.50K0.14%
JANE STREET GROUP, LLC65.74KJun 30, 26+65.74K0.13%
NewEdge Advisors, LLC61.71KJun 30, 26-8300.12%
Keating Financial Advisory Services, Inc.58.59KJun 30, 26+19.01K0.12%
Glassy Mountain Advisors, Inc.56.78KJun 30, 26+56.78K0.11%
PFG Advisors56.19KJun 30, 26+4.02K0.11%
Cambridge Investment Research Advisors, Inc.54.13KJun 30, 26+7.55K0.11%
Abel Hall, LLC51.67KJun 30, 26+5.61K0.10%
NWAM LLC50.16KJun 30, 26+9.53K0.10%
Cerity Partners LLC48.36KJun 30, 26+1.24K0.10%
Foster Group, Inc.46.60KJun 30, 26+5150.09%
Two West Capital Advisors LLC42.92KJun 30, 26+3.59K0.09%
GOLDMAN SACHS GROUP INC41.62KJun 30, 26+41.62K0.08%
MASTER'S WEALTH MANAGEMENT INC.40.33KJun 30, 26-14.97K0.08%
TRUIST FINANCIAL CORP40.11KJun 30, 26-11.84K0.08%
Foundry Financial LLC37.57KJun 30, 26+2.35K0.08%
XY Planning Network, Inc.37.56KJun 30, 26+5430.08%
American Investment Services, Inc.37.31KJun 30, 26+1.22K0.08%
GREAT VALLEY ADVISOR GROUP, INC.36.84KJun 30, 26+7.22K0.07%
FIRETHORN WEALTH PARTNERS, LLC34.71KJun 30, 26+5630.07%
Parkwoods Wealth Partners, LLC33.91KJun 30, 26+6.02K0.07%
Vantage Point Financial LLC33.83KJun 30, 26+10.28K0.07%
MML INVESTORS SERVICES, LLC32.64KJun 30, 26+6.77K0.07%
Merit Financial Group, LLC31.30KJun 30, 26-21.01K0.06%
Kane Co Wealth Management, Inc.30.31KJun 30, 26+5.28K0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC28.93KJun 30, 26+20.80K0.06%
Venture Visionary Partners LLC27.34KJun 30, 26+27.34K0.06%
Buckingham Strategic Partners26.94KJun 30, 26+17.39K0.05%
Prime Capital Investment Advisors, LLC26.59KJun 30, 26+4720.05%
XCELSIOR ADVISOR PARTNERS LLC23.64KJun 30, 26+4060.05%
Accurate Wealth Management, LLC21.94KJun 30, 26+16.54K0.04%
Quadrature Capital Ltd21.91KJun 30, 26+21.91K0.04%
Alpha Financial Advisors, LLC20.72KJun 30, 26+5970.04%
Triad Wealth Partners, LLC20.52KJun 30, 26-2.71K0.04%
Shearwater Capital LLC18.98KJun 30, 26+1.80K0.04%
Tandem Financial, LLC17.57KJun 30, 26-2.44K0.04%
Vested Financial Planning, LLC17.39KJun 30, 26+2230.04%
Arkadios Wealth Advisors16.83KJun 30, 26--0.03%
Mutual Advisors, LLC16.07KJun 30, 26+90.03%
Brinker Capital Investments, LLC15.76KJun 30, 26+5.10K0.03%
Diversify Advisory Services, LLC15.43KJun 30, 26+15.43K0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC15.43KJun 30, 26+7810.03%
Sterling Wealth Management, Inc.15.26KJun 30, 26--0.03%
Ambassador Advisors, LLC15.07KJun 30, 26-1.41K0.03%
Aurelius Family Office LLC15.02KJun 30, 26-640.03%
Private Advisor Group, LLC13.80KJun 30, 26-8.59K0.03%
Donalies Financial Planning, LLC13.05KJun 30, 26+2.10K0.03%
Holistic Planning, LLC12.60KJun 30, 26+4.52K0.03%
Daner Wealth Management, LLC12.13KJun 30, 26+1.40K0.02%
CreativeOne Wealth, LLC11.58KJun 30, 26-21.26K0.02%
MERCER GLOBAL ADVISORS INC /ADV11.15KJun 30, 26+3.14K0.02%
CHOREO, LLC10.80KJun 30, 26-2330.02%
Optimus Capital Advisors, LLC10.10KJun 30, 26-950.02%
SEI INVESTMENTS CO9.58KJun 30, 26+1.10K0.02%
First Financial Group Corp9.44KJun 30, 26+2.12K0.02%
Plancorp, LLC9.43KJun 30, 26+1070.02%
SwitchPoint Financial Planning, LLC8.88KJun 30, 26+4.05K0.02%
Nuveen, LLC8.24KJun 30, 26+8.24K0.02%
Summit Wealth Group, LLC8.01KJun 30, 26+8.01K0.02%
Savvy Advisors, Inc.7.43KJun 30, 26+3330.02%
BESSEMER GROUP INC7.34KJun 30, 26+7.34K0.01%
Pandowealth. LLC7.33KJun 30, 26-156.91K0.01%
ROYAL BANK OF CANADA6.93KJun 30, 26+2.02K0.01%
Spinnaker Investment Group, LLC6.79KJun 30, 26+6.79K0.01%
Clarity Capital Advisors, LLC6.67KJun 30, 26+750.01%
ANGELES WEALTH MANAGEMENT, LLC6.59KJun 30, 26+6.59K0.01%
Stratos Wealth Partners, LTD.5.91KJun 30, 26+1.75K0.01%
Werba Rubin Papier Wealth Management5.90KJun 30, 26+460.01%
Aegis Wealth Management LLC5.53KJun 30, 26-1.84K0.01%
Index Fund Advisors, Inc.5.51KJun 30, 26+1.05K0.01%
IFG Advisory, LLC5.45KJun 30, 26+9690.01%
Concord Wealth Partners5.16KJun 30, 26+590.01%
Simplicity Wealth,LLC5.07KJun 30, 26+5.07K0.01%
Timonier Family Office, LTD.5.06KJun 30, 26+5.06K0.01%
NATIONAL BANK OF CANADA /FI/4.88KJun 30, 26--0.01%
Everest Financial Group LLC4.62KJun 30, 26+1940.01%
Rehmann Capital Advisory Group4.10KJun 30, 26-800.01%
RAYMOND JAMES FINANCIAL INC3.92KJun 30, 26+3.92K0.01%
Clarity Asset Management, Inc.3.80KJun 30, 26+5660.01%
BankChampaign, National Association3.47KJun 30, 26-30.01%
HARBOUR INVESTMENTS, INC.2.75KJun 30, 26--0.01%
ASSETMARK, INC2.18KJun 30, 26+3870.00%
Coston, McIsaac & Partners1.80KJun 30, 26+200.00%
Trust Co1.60KJun 30, 26--0.00%
Private Wealth Management Group, LLC1.60KJun 30, 26+1100.00%
Strategic Wealth Partners, Ltd.1.17KJun 30, 26+70.00%
Physician Wealth Advisors, Inc.986Jun 30, 26--0.00%
Bay Harbor Wealth Management, LLC889Jun 30, 26+8890.00%
ELEVATE WEALTH ADVISORY, INC585Jun 30, 26--0.00%
FIFTH THIRD BANCORP569Jun 30, 26+380.00%
CoreCap Advisors, LLC552Jun 30, 26+190.00%
Torren Management, LLC475Jun 30, 26+650.00%
CREATIVE FINANCIAL DESIGNS INC /ADV373Jun 30, 26+3730.00%
FAS Wealth Partners, Inc.371Jun 30, 26+290.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC243Jun 30, 26+10.00%
JFS WEALTH ADVISORS, LLC193Jun 30, 26+1930.00%
Nemes Rush Group LLC163Jun 30, 26+10.00%
UBS Group AG150Jun 30, 26-1580.00%
Larson Financial Group LLC110Jun 30, 26--0.00%
Aspect Partners, LLC33Jun 30, 26--0.00%
Quest 10 Wealth Builders, Inc.29Jun 30, 26--0.00%
Advyzon Investment Management, LLC--Jun 30, 26-4.63K--
Johnson Wealth Management, LLC--Jun 30, 26-6.70K--
IHT Wealth Management, LLC--Jun 30, 26-8.48K--
Fisher Asset Management, LLC--Jun 30, 26-7.50K--
Baer Investment Advisory LLC--Jun 30, 26-4.33K--
Brookwood Investment Group LLC--Jun 30, 26-3.99K--
Brookstone Capital Management--Jun 30, 26-18.06K--
VICTORY FINANCIAL GROUP, LLC--Jun 30, 26-4.33K--
Axis Wealth Partners, LLC--Jun 30, 26-5.22K--
RHL GROUP, LLC--Jun 30, 26-847--
Golden State Equity Partners--Jun 30, 26-1.26K--
Skopos Labs, Inc.4.23KMar 31, 26-9560.01%
CWM, LLC1.37KMar 31, 26+6660.00%
Austin Private Wealth, LLC40.95KDec 31, 25+3.24K0.08%
COMERICA BANK541Dec 31, 25+260.00%
Jentner Corp1.09MJun 30, 25+76.40K2.22%
Congress Wealth Management LLC / DE /25.36KJun 30, 25+1.96K0.05%
Aveo Capital Partners, LLC239.22KMar 31, 25+13.57K0.48%
Lane & Associates LLC7.73KMar 31, 25+2750.02%
Orion Portfolio Solutions, LLC5.06KMar 31, 25+4160.01%
Sanctuary Wealth Management, L.L.C.92.39KDec 31, 24+31.97K0.19%
Fairhaven Wealth Management, LLC5.35KDec 31, 24+5.35K0.01%
Annapolis Financial Services, LLC142.76KSep 30, 24+23.05K0.29%
RAYMOND JAMES & ASSOCIATES11.38KSep 30, 24+11.38K0.02%
Aspire Wealth Management Corp1.72KSep 30, 24+1.72K0.00%

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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.