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Institutional Ownership

Top 166 Institutional Holders
HolderSharesDateChange% Held
Foundry Financial LLC--Sep 30, 26-138.59K--
CX Institutional--Sep 30, 26-20--
Matson Money. Inc.4.10MJun 30, 26+216.76K14.18%
Beacon Pointe Advisors, LLC1.18MJun 30, 26+47.49K4.09%
Planning Center, Inc.1.09MJun 30, 26+26.74K3.75%
Hill Investment Group Partners, LLC769.54KJun 30, 26-21.69K2.66%
PINNEY & SCOFIELD, INC.615.56KJun 30, 26+50.67K2.13%
Rather & Kittrell, Inc.586.83KJun 30, 26+53.16K2.03%
Leading Edge Financial Planning LLC580.58KJun 30, 26+65.56K2.01%
Fortitude Family Office, LLC543.93KJun 30, 26+39.67K1.88%
Geometric Wealth Advisors531.01KJun 30, 26+19.45K1.84%
Fundamentum, LLC490.31KJun 30, 26+24.25K1.69%
SCRATCH CAPITAL LLC350.14KJun 30, 26+1.12K1.21%
Core Wealth Management, Inc.315.34KJun 30, 26+61.61K1.09%
Yardley Wealth Management LLC315.06KJun 30, 26+26.93K1.09%
Savant Capital, LLC263.88KJun 30, 26+23.70K0.91%
New Dimensions Wealth Management, LLC256.74KJun 30, 26+21.47K0.89%
Five Oceans Advisors254.43KJun 30, 26--0.88%
MONOGRAPH WEALTH ADVISORS, LLC237.16KJun 30, 26+3.79K0.82%
Financial Plan, Inc.231.32KJun 30, 26+37.90K0.80%
Austin Wealth Management, LLC181.48KJun 30, 26+1.77K0.63%
Sterling Financial Planning, Inc.179.71KJun 30, 26+8.96K0.62%
ENVESTNET ASSET MANAGEMENT INC162.47KJun 30, 26+25.53K0.56%
GOLDMAN SACHS GROUP INC146.32KJun 30, 26+28.49K0.51%
Foundry Financial LLC138.59KJun 30, 26+19.12K0.48%
Henrickson Nauta Wealth Advisors, Inc.125.24KJun 30, 26+15.01K0.43%
Ares Financial Consulting, LLC108.40KJun 30, 26+3.90K0.37%
McCartney Wealth Management LLC106.13KJun 30, 26+6.12K0.37%
Wealthspire Advisors, LLC100.34KJun 30, 26+100.34K0.35%
PARK AVENUE SECURITIES LLC97.72KJun 30, 26+18.99K0.34%
AWM CAPITAL, LLC97.23KJun 30, 26+13.39K0.34%
FLOW TRADERS U.S. LLC87.45KJun 30, 26+87.45K0.30%
Altiora Financial Group, LLC78.99KJun 30, 26+3980.27%
City State Bank77.71KJun 30, 26+17.14K0.27%
Amicus Financial Advisors, LLC77.15KJun 30, 26+21.32K0.27%
ASSETMARK, INC76.72KJun 30, 26+6.06K0.27%
BRIGHTON JONES LLC74.29KJun 30, 26+69.12K0.26%
Balanced Rock Investment Advisor69.05KJun 30, 26+7.50K0.24%
MB Generational Wealth, LLC65.95KJun 30, 26+10.88K0.23%
Merit Financial Group, LLC63.39KJun 30, 26+14.70K0.22%
CFS Investment Advisory Services, LLC57.73KJun 30, 26+1.15K0.20%
CITADEL ADVISORS LLC56.62KJun 30, 26+56.62K0.20%
NWAM LLC56.03KJun 30, 26+3.56K0.19%
Onyx Financial Advisors, LLC54.23KJun 30, 26+1740.19%
CreativeOne Wealth, LLC52.38KJun 30, 26+19.09K0.18%
COMMONWEALTH EQUITY SERVICES, LLC52.08KJun 30, 26+4.34K0.18%
LPL Financial LLC47.53KJun 30, 26+20.82K0.16%
Equitable Holdings, Inc.43.15KJun 30, 26+4.68K0.15%
TRUIST FINANCIAL CORP42.36KJun 30, 26+2.20K0.15%
VESTIA PERSONAL WEALTH ADVISORS39.74KJun 30, 26+7.90K0.14%
Buckingham Strategic Partners36.07KJun 30, 26+2.90K0.12%
FMB WEALTH MANAGEMENT35.76KJun 30, 26+4.17K0.12%
Larson Financial Group LLC35.67KJun 30, 26-50.56K0.12%
Creative Planning34.68KJun 30, 26-2.30K0.12%
Centennial Bank/AR/33.89KJun 30, 26+5120.12%
SageView Advisory Group, LLC33.65KJun 30, 26-2.97K0.12%
Colony Group, LLC31.17KJun 30, 26+3.08K0.11%
Samalin Investment Counsel, LLC30.47KJun 30, 26+8580.11%
Tortoise Investment Management, LLC28.64KJun 30, 26+1.70K0.10%
Cambridge Investment Research Advisors, Inc.27.98KJun 30, 26+5330.10%
Modera Wealth Management, LLC27.73KJun 30, 26+14.90K0.10%
Klingman & Associates, LLC26.68KJun 30, 26--0.09%
Allworth Financial LP25.73KJun 30, 26-3350.09%
CPA Asset Management LLC24.93KJun 30, 26-122.53K0.09%
Kane Co Wealth Management, Inc.22.37KJun 30, 26+7.62K0.08%
Tower Research Capital LLC (TRC)21.42KJun 30, 26+21.42K0.07%
Plan Group Financial, LLC20.53KJun 30, 26-3.94K0.07%
SeedSafe Financial LLC19.61KJun 30, 26-3020.07%
Essential Planning, LLC.19.16KJun 30, 26+4.59K0.07%
Coston, McIsaac & Partners19.02KJun 30, 26+2.46K0.07%
ROYAL BANK OF CANADA16.91KJun 30, 26-31.08K0.06%
Aspire Private Capital, LLC16.75KJun 30, 26+5.19K0.06%
VISIONARY HORIZONS, LLC16.29KJun 30, 26+2450.06%
NORTHWEST WEALTH MANAGEMENT, LLC16.26KJun 30, 26-2410.06%
CITIGROUP INC15.55KJun 30, 26+2.36K0.05%
Greenspring Advisors, LLC15.23KJun 30, 26-1.22K0.05%
CURIO WEALTH, LLC14.41KJun 30, 26-2270.05%
Donalies Financial Planning, LLC13.19KJun 30, 26+5810.05%
Lynx Investment Advisory13.04KJun 30, 26+4.39K0.05%
RAYMOND JAMES FINANCIAL INC13.02KJun 30, 26+6.84K0.05%
Vestmark Advisory Solutions, Inc.12.12KJun 30, 26--0.04%
Kestra Advisory Services, LLC10.93KJun 30, 26+1.85K0.04%
Foundations Investment Advisors, LLC10.90KJun 30, 26-2460.04%
NewEdge Advisors, LLC10.80KJun 30, 26+9.70K0.04%
MERCER GLOBAL ADVISORS INC /ADV10.46KJun 30, 26+750.04%
Glass Jacobson Investment Advisors llc10.45KJun 30, 26+1980.04%
Note Advisors, LLC10.25KJun 30, 26--0.04%
Stewardship Advisors, LLC10.21KJun 30, 26+3840.04%
JONES FINANCIAL COMPANIES LLLP10.21KJun 30, 26+1.20K0.04%
Invst, LLC10.07KJun 30, 26+4.32K0.03%
Envestnet Portfolio Solutions, Inc.9.89KJun 30, 26+9430.03%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9.88KJun 30, 26-2.29K0.03%
ADVISOR GROUP HOLDINGS, INC.9.51KJun 30, 26-4730.03%
Resources Investment Advisors, LLC.9.27KJun 30, 26-1.37K0.03%
Strategic Investment Solutions, Inc. /IL9.04KJun 30, 26-9300.03%
Two West Capital Advisors LLC8.85KJun 30, 26-1.10K0.03%
SECURITY NATIONAL BANK OF SO DAK8.29KJun 30, 26+8.29K0.03%
Blossom Wealth Management8.20KJun 30, 26-1950.03%
Integrity Advisory Solutions, LLC7.92KJun 30, 26+400.03%
Savvy Advisors, Inc.7.49KJun 30, 26+3130.03%
Root Financial Partners, LLC7.39KJun 30, 26-3.32K0.03%
GREAT VALLEY ADVISOR GROUP, INC.7.23KJun 30, 26-180.02%
Vise Technologies, Inc.6.44KJun 30, 26-2.17K0.02%
UBS Group AG6.21KJun 30, 26+1.60K0.02%
Betterment LLC6.17KJun 30, 26-1100.02%
First Financial Group Corp5.81KJun 30, 26-1.33K0.02%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/5.42KJun 30, 26+5.42K0.02%
STIFEL FINANCIAL CORP5.30KJun 30, 26-1300.02%
SageOak Financial, LLC5.17KJun 30, 26-2640.02%
HighTower Advisors, LLC4.93KJun 30, 26--0.02%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4.88KJun 30, 26+4.88K0.02%
Concord Wealth Partners4.37KJun 30, 26+4.37K0.02%
EP Wealth Advisors, LLC4.29KJun 30, 26+4.29K0.01%
UBS ASSET MANAGEMENT AMERICAS INC4.25KJun 30, 26--0.01%
Innovative Asset Advisors Group, LLC3.99KJun 30, 26-4630.01%
HARBOUR INVESTMENTS, INC.3.46KJun 30, 26+2590.01%
Nemes Rush Group LLC3.24KJun 30, 26-3680.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC2.60KJun 30, 26--0.01%
ELEVATE WEALTH ADVISORY, INC2.40KJun 30, 26--0.01%
Geneos Wealth Management Inc.2.07KJun 30, 26--0.01%
MASECO LLP1.87KJun 30, 26--0.01%
LAM GROUP, INC.1.51KJun 30, 26+1150.01%
IFG Advisory, LLC1.39KJun 30, 26+230.00%
Washington Trust Advisors, Inc.1.33KJun 30, 26+250.00%
MORGAN STANLEY1.31KJun 30, 26-290.00%
JPMORGAN CHASE & CO1.30KJun 30, 26-940.00%
Crewe Advisors LLC945Jun 30, 26--0.00%
Torren Management, LLC913Jun 30, 26--0.00%
Burk Holdings LLC726Jun 30, 26--0.00%
Smartleaf Asset Management LLC563Jun 30, 26--0.00%
FRANKLIN RESOURCES INC550Jun 30, 26--0.00%
Ashton Thomas Private Wealth, LLC343Jun 30, 26--0.00%
Rossby Financial, LCC296Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC279Jun 30, 26+2790.00%
Orion Capital Management LLC255Jun 30, 26--0.00%
JFS WEALTH ADVISORS, LLC178Jun 30, 26+1000.00%
Qube Research & Technologies Ltd122Jun 30, 26-390.00%
1620 INVESTMENT ADVISORS, INC.110Jun 30, 26-300.00%
AE Wealth Management LLC99Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.63Jun 30, 26+630.00%
Global Retirement Partners, LLC1Jun 30, 26+10.00%
Seneschal Advisors, LLC--Jun 30, 26-119--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-450--
Berger Financial Group, Inc--Jun 30, 26-4.82K--
GTS SECURITIES LLC--Jun 30, 26-9.48K--
Verisail Partners, LLC--Jun 30, 26-5.51K--
Broadhurst Jeffrey B--Jun 30, 26-65.97K--
Tradewinds Capital Management, LLC--Jun 30, 26-1.29K--
EXENCIAL WEALTH ADVISORS, LLC45.73KMar 31, 26+1.11K0.16%
CWM, LLC23.90KMar 31, 26+6.15K0.08%
Yeomans Consulting Group, Inc.59.72KDec 31, 25+59.72K0.21%
Total Wealth Planning, LLC--Dec 31, 25-22.39K--
Hemington Wealth Management912.83KSep 30, 25+146.94K3.16%
Sensible Financial Planning & Management, LLC.194.18KSep 30, 25+23.69K0.67%
Binnacle Investments Inc58.44KSep 30, 25+3.46K0.20%
Willow Creek Wealth Management Inc.35.72KSep 30, 25+4450.12%
PBMares Wealth Management LLC30.09KSep 30, 25-2000.10%
Copperleaf Capital, LLC6.17KSep 30, 25+6.17K0.02%
David Wealth Management LLC152.23KJun 30, 25+9.22K0.53%
Annapolis Financial Services, LLC13.06KSep 30, 24+1.82K0.05%
Private Ocean, LLC851Jun 30, 24--0.00%
PATHSTONE FAMILY OFFICE, LLC5.72KSep 30, 23--0.02%
Baldrige Asset Management LLC364Mar 31, 23--0.00%
RESOLUTE FINANCIAL, LLC6.30KDec 31, 22-4.31K0.02%
Align Wealth Management, LLC580Dec 31, 22+5800.00%
Covington Capital Management1.40KSep 30, 22--0.00%

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.