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Institutional Ownership

Top 197 Institutional Holders
HolderSharesDateChange% Held
Apella Capital, LLC2.26MJun 30, 26+128.61K7.03%
Planning Center, Inc.1.60MJun 30, 26+42.95K4.97%
Ironwood Wealth Management, LLC.952.48KJun 30, 26+952.48K2.97%
Elser Financial Planning, Inc779.03KJun 30, 26+71.17K2.43%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC738.96KJun 30, 26+21.73K2.30%
United Wealth Management, LLC676.06KJun 30, 26+15.66K2.10%
Hill Investment Group Partners, LLC660.68KJun 30, 26-17.85K2.06%
Private Wealth Management Group, LLC635.64KJun 30, 26+16.34K1.98%
ENVESTNET ASSET MANAGEMENT INC594.30KJun 30, 26+128.94K1.85%
Guardian Wealth Management, LLC486.97KJun 30, 26+38.60K1.52%
HighTower Advisors, LLC468.56KJun 30, 26+2.09K1.46%
Alpha Financial Advisors, LLC467.36KJun 30, 26-232.50K1.45%
Verisail Partners, LLC450.94KJun 30, 26+15.99K1.40%
LIBERTY WEALTH MANAGEMENT LLC387.35KJun 30, 26--1.21%
Mattern Wealth Management LLC384.38KJun 30, 26+16.08K1.20%
Eaton-Cambridge Inc.372.06KJun 30, 26+46.80K1.16%
Equita Financial Network, Inc.365.87KJun 30, 26+13.89K1.14%
Vermillion Wealth Management, Inc.357.03KJun 30, 26+45.35K1.11%
Kestra Investment Management, LLC337.01KJun 30, 26+78.55K1.05%
BANK OF AMERICA CORP /DE/334.13KJun 30, 26+23.69K1.04%
GeoWealth Management, LLC316.74KJun 30, 26+10.44K0.99%
Oakwell Private Wealth Management, LLC310.48KJun 30, 26+5.44K0.97%
JMG Financial Group, Ltd.288.90KJun 30, 26+212.54K0.90%
Private Advisor Group, LLC287.45KJun 30, 26-34.82K0.89%
ASSETMARK, INC279.07KJun 30, 26+15.14K0.87%
Savant Capital, LLC274.40KJun 30, 26-279.56K0.85%
IMA Wealth, Inc.272.46KJun 30, 26+272.46K0.85%
Vestmark Advisory Solutions, Inc.271.08KJun 30, 26--0.84%
Parkwoods Wealth Partners, LLC270.51KJun 30, 26+270.51K0.84%
Shotwell Rutter Baer Inc264.90KJun 30, 26+1.95K0.82%
Strathmore Capital Advisors, Inc.263.68KJun 30, 26+47.98K0.82%
Babb Wealth Advisors LLC257.90KJun 30, 26+21.09K0.80%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.254.39KJun 30, 26+1.27K0.79%
Yardley Wealth Management LLC252.99KJun 30, 26+20.13K0.79%
SageOak Financial, LLC246.73KJun 30, 26+9.66K0.77%
Johnson Wealth Management, LLC243.43KJun 30, 26+35.80K0.76%
Integrity Advisory Solutions, LLC222.42KJun 30, 26+34.05K0.69%
Clarity Wealth Development LLC219.89KJun 30, 26+219.89K0.68%
BEACON HILL WEALTH MANAGEMENT LTD.206.60KJun 30, 26+206.60K0.64%
Resources Investment Advisors, LLC.196.29KJun 30, 26+10.72K0.61%
HFM Investment Advisors, LLC193.41KJun 30, 26+3.43K0.60%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors188.56KJun 30, 26+16.39K0.59%
E6 Portfolios, LLC186.10KJun 30, 26+30.64K0.58%
Fundamentum, LLC170.91KJun 30, 26+8.64K0.53%
AA Financial Advisors, LLC151.80KJun 30, 26+4.28K0.47%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC145.35KJun 30, 26+37.18K0.45%
PARK AVENUE SECURITIES LLC130.93KJun 30, 26+31.99K0.41%
Sterling Wealth Management, Inc.112.21KJun 30, 26+1.18K0.35%
Farther Finance Advisors, LLC111.51KJun 30, 26-8.10K0.35%
Betterment LLC107.37KJun 30, 26+1.61K0.33%
DiNuzzo Private Wealth, Inc.106.94KJun 30, 26+1.61K0.33%
Vantage Point Financial LLC105.75KJun 30, 26+4.51K0.33%
AlphaStar Capital Management, LLC103.84KJun 30, 26+7.05K0.32%
Cornerstone Wealth Partners, LLC102.09KJun 30, 26+13.36K0.32%
Mariner, LLC99.87KJun 30, 26+3.89K0.31%
HEFFERNAN ADVISORY, INC97.07KJun 30, 26+5.39K0.30%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC92.18KJun 30, 26+1.59K0.29%
SILVER OAK WEALTH ADVISORS SERVICES, LLC91.58KJun 30, 26-770.29%
RAYMOND JAMES FINANCIAL INC90.51KJun 30, 26+5.31K0.28%
Optimus Capital Advisors, LLC87.48KJun 30, 26-18.90K0.27%
Brinker Capital Investments, LLC82.78KJun 30, 26+3.63K0.26%
TRUIST FINANCIAL CORP80.88KJun 30, 26+27.72K0.25%
Index Fund Advisors, Inc.79.48KJun 30, 26+18.79K0.25%
Porter White Investment Advisors, Inc.78.64KJun 30, 26+1.74K0.24%
Schwallier Wealth Management LLC76.51KJun 30, 26+4.48K0.24%
Cambridge Investment Research Advisors, Inc.74.56KJun 30, 26+11.10K0.23%
COMMONWEALTH EQUITY SERVICES, LLC72.17KJun 30, 26+5.12K0.22%
UBS ASSET MANAGEMENT AMERICAS INC70.14KJun 30, 26--0.22%
GOLDMAN SACHS GROUP INC69.35KJun 30, 26+21.50K0.22%
Note Advisors, LLC68.81KJun 30, 26+7.38K0.21%
ADVISOR GROUP HOLDINGS, INC.66.14KJun 30, 26+18.05K0.21%
TABLEAUX LLC64.94KJun 30, 26+3.92K0.20%
McCartney Wealth Management LLC63.43KJun 30, 26+6.02K0.20%
Cogent Private Wealth, Inc.61.41KJun 30, 26-5.78K0.19%
PW ADVISORS, LLC \ FL59.36KJun 30, 26+2.34K0.18%
3 FACTOR INDEXING, LLC56.12KJun 30, 26+6.93K0.17%
AssuredPartners Investment Advisors, LLC55.52KJun 30, 26+12.32K0.17%
Simplicity Wealth,LLC54.08KJun 30, 26+7.25K0.17%
Foundations Investment Advisors, LLC53.89KJun 30, 26+6.38K0.17%
Sowell Financial Services LLC53.21KJun 30, 26+3.02K0.17%
Cerity Partners LLC53.19KJun 30, 26+1.59K0.17%
LPL Financial LLC52.96KJun 30, 26+8.17K0.16%
Wealth Advisors Northwest LLC47.54KJun 30, 26+9.94K0.15%
Donalies Financial Planning, LLC45.47KJun 30, 26+3.68K0.14%
Outbound Financial Inc45.37KJun 30, 26+3.24K0.14%
EverSource Wealth Advisors, LLC45.07KJun 30, 26+6110.14%
Vested Financial Planning, LLC42.65KJun 30, 26+6430.13%
Torren Management, LLC41.19KJun 30, 26-75.97K0.13%
CITIGROUP INC40.83KJun 30, 26+29.52K0.13%
Kestra Advisory Services, LLC40.81KJun 30, 26+3.61K0.13%
Hassell Wealth Management, LLC40.20KJun 30, 26+23.67K0.13%
Beacon Pointe Advisors, LLC37.83KJun 30, 26-2.62K0.12%
GREENWOOD CAPITAL ASSOCIATES LLC37.17KJun 30, 26+11.27K0.12%
Selective Wealth Management, Inc.34.16KJun 30, 26+14.18K0.11%
Smartleaf Asset Management LLC32.14KJun 30, 26--0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC30.27KJun 30, 26+30.27K0.09%
W.H. Cornerstone Investments Inc.29.48KJun 30, 26-17.64K0.09%
Kane Co Wealth Management, Inc.26.29KJun 30, 26+10.87K0.08%
Triad Wealth Partners, LLC20.37KJun 30, 26+3.59K0.06%
Signal Advisors Wealth, LLC19.48KJun 30, 26+4.83K0.06%
Higgins & Schmidt Wealth Strategies LLC19.18KJun 30, 26-19.84K0.06%
BWM Planning, LLC17.63KJun 30, 26--0.05%
Integrated Wealth Concepts LLC17.57KJun 30, 26+8.55K0.05%
Apollon Wealth Management, LLC17.24KJun 30, 26+17.24K0.05%
E-Wealth Partners, LLC17.20KJun 30, 26-5030.05%
CreativeOne Wealth, LLC16.71KJun 30, 26-2360.05%
BCM ADVISORS, LLC14.92KJun 30, 26+14.92K0.05%
First Financial Group Corp14.60KJun 30, 26+7.95K0.05%
Dynamic Advisor Solutions LLC14.11KJun 30, 26+5300.04%
Prospera Financial Services Inc13.90KJun 30, 26+5.87K0.04%
REAP Financial Group, LLC13.41KJun 30, 26-3700.04%
Level Financial Advisors, Inc.12.98KJun 30, 26+5.63K0.04%
Ashton Thomas Private Wealth, LLC12.80KJun 30, 26+2410.04%
Geneos Wealth Management Inc.12.70KJun 30, 26+3.09K0.04%
Envestnet Portfolio Solutions, Inc.12.59KJun 30, 26+1.29K0.04%
Stewardship Advisors, LLC12.27KJun 30, 26+5130.04%
Foundry Financial LLC11.83KJun 30, 26+4510.04%
CLUNE & ASSOCIATES, LTD.11.50KJun 30, 26+1.92K0.04%
USAdvisors Wealth Management, LLC10.78KJun 30, 26+3900.03%
Leading Edge Financial Planning LLC10.72KJun 30, 26+6370.03%
FIDUCIARY FINANCIAL ADVISORS10.45KJun 30, 26+6.17K0.03%
Buckingham Strategic Partners10.30KJun 30, 26+5370.03%
LAM GROUP, INC.10.21KJun 30, 26-2.46K0.03%
Washington Trust Advisors, Inc.9.90KJun 30, 26+5.48K0.03%
MGO ONE SEVEN LLC9.80KJun 30, 26--0.03%
Werba Rubin Papier Wealth Management9.61KJun 30, 26-470.03%
CSP Financial Group, LLC9.12KJun 30, 26+4060.03%
Aspire Private Capital, LLC8.81KJun 30, 26--0.03%
IHT Wealth Management, LLC8.66KJun 30, 26+8.66K0.03%
Physician Wealth Solutions Inc.8.20KJun 30, 26--0.03%
IFP Advisors, Inc7.85KJun 30, 26-640.02%
Concurrent Investment Advisors, LLC6.72KJun 30, 26+6130.02%
Clear Creek Financial Management, LLC6.63KJun 30, 26+6.63K0.02%
MB Generational Wealth, LLC6.55KJun 30, 26--0.02%
XY Planning Network, Inc.6.27KJun 30, 26+2510.02%
CREATIVE FINANCIAL DESIGNS INC /ADV6.25KJun 30, 26+6.25K0.02%
Merit Financial Group, LLC6.09KJun 30, 26+1.23K0.02%
Venture Visionary Partners LLC6.08KJun 30, 26+6.08K0.02%
Oceanside Advisors LLC5.90KJun 30, 26--0.02%
Stirlingshire Investments, Inc.5.76KJun 30, 26+5500.02%
VICTORY FINANCIAL GROUP, LLC5.72KJun 30, 26+2980.02%
FOUNDERS FINANCIAL SECURITIES LLC5.68KJun 30, 26+1550.02%
SILVER OAK SECURITIES, INCORPORATED5.68KJun 30, 26+7710.02%
Innovative Asset Advisors Group, LLC5.68KJun 30, 26+5.68K0.02%
Advyzon Investment Management, LLC5.64KJun 30, 26+8230.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5.61KJun 30, 26+5.61K0.02%
Acorn Wealth Advisors, LLC5.58KJun 30, 26--0.02%
MML INVESTORS SERVICES, LLC5.56KJun 30, 26+5040.02%
MARIPAU WEALTH MANAGEMENT LLC5.21KJun 30, 26+5900.02%
Inspire Advisors, LLC4.96KJun 30, 26+4.96K0.02%
GRAND WEALTH MANAGEMENT, LLC4.95KJun 30, 26-1130.02%
CI Private Wealth, LLC4.85KJun 30, 26+4.85K0.02%
TCFG Investment Advisors, LLC4.80KJun 30, 26+5880.01%
HRT FINANCIAL LP4.62KJun 30, 26+4.62K0.01%
Helen Stephens Group, LLC4.52KJun 30, 26+2360.01%
DIVERSIFY WEALTH MANAGEMENT, LLC4.30KJun 30, 26+1140.01%
Diversify Advisory Services, LLC4.30KJun 30, 26+4.30K0.01%
Stratos Wealth Partners, LTD.4.21KJun 30, 26+4.21K0.01%
AE Wealth Management LLC4.12KJun 30, 26+1.45K0.01%
Tillman Hartley LLC4.00KJun 30, 26--0.01%
Elequin Securities, LLC3.22KJun 30, 26-69.87K0.01%
UBS Group AG3.18KJun 30, 26+1.79K0.01%
IFG Advisory, LLC3.04KJun 30, 26+4940.01%
Concord Wealth Partners2.81KJun 30, 26+2.81K0.01%
Millstone Evans Group, LLC2.70KJun 30, 26+760.01%
PRIVATE TRUST CO NA2.04KJun 30, 26+1.74K0.01%
WELLS FARGO & COMPANY/MN1.90KJun 30, 26+1.90K0.01%
HARBOUR INVESTMENTS, INC.1.61KJun 30, 26--0.01%
Topsail Wealth Management, LLC1.23KJun 30, 26+3790.00%
Coston, McIsaac & Partners758Jun 30, 26--0.00%
Rossby Financial, LCC630Jun 30, 26+60.00%
FIFTH THIRD BANCORP289Jun 30, 26+2890.00%
MORGAN STANLEY286Jun 30, 26--0.00%
CoreCap Advisors, LLC281Jun 30, 26+2810.00%
Kilter Group LLC266Jun 30, 26+290.00%
Strategic Investment Solutions, Inc. /IL250Jun 30, 26-1330.00%
AMERIFLEX GROUP, INC.201Jun 30, 26+2010.00%
SRS Capital Advisors, Inc.175Jun 30, 26+460.00%
Silver Grove Financial Group, Inc.126Jun 30, 26+1260.00%
Go Invest LLC28Jun 30, 26+50.00%
Rockefeller Capital Management L.P.4Jun 30, 26+40.00%
Savvy Advisors, Inc.--Jun 30, 26-4.26K--
Atlantic Union Bankshares Corp--Jun 30, 26-233--
CITADEL ADVISORS LLC--Jun 30, 26-15.26K--
JANE STREET GROUP, LLC--Jun 30, 26-40.41K--
Baer Investment Advisory LLC--Jun 30, 26-5.43K--
Broadhurst Jeffrey B--Jun 30, 26-38.83K--
Clarity Asset Management, Inc.--Jun 30, 26-1.71K--
Linscomb & Williams, Inc.--Jun 30, 26-19.34K--
TCFG WEALTH MANAGEMENT, LLC4.21KMar 31, 26+3100.01%
CWM, LLC2.66KMar 31, 26+1370.01%
Austin Private Wealth, LLC47.70KDec 31, 25+5.62K0.15%
Binnacle Investments Inc101.05KSep 30, 25+6.49K0.31%
Copperleaf Capital, LLC22.77KSep 30, 25+1.33K0.07%
PrairieView Partners, LLC850.21KJun 30, 25+19.06K2.65%
Orion Portfolio Solutions, LLC58.74KMar 31, 25+5.07K0.18%
LifePro Asset Management58.83KSep 30, 24+9.42K0.18%

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