DSEP

Institutional Ownership

Top 133 Institutional Holders
HolderSharesDateChange% Held
ENVESTNET ASSET MANAGEMENT INC368.47KJun 30, 26+69.77K5.01%
Spectrum Asset Management, Inc. (NB/CA)254.82KJun 30, 26-5543.47%
REAP Financial Group, LLC222.96KJun 30, 26-5.03K3.03%
Cetera Investment Advisers134.43KJun 30, 26+7.61K1.83%
Kestra Advisory Services, LLC126.23KJun 30, 26-50.72K1.72%
MML INVESTORS SERVICES, LLC116.56KJun 30, 26+25.54K1.59%
WINNOW WEALTH LLC109.92KJun 30, 26-3.72K1.50%
Wood Tarver Financial Group, LLC88.81KJun 30, 26-6.94K1.21%
COMMONWEALTH EQUITY SERVICES, LLC87.80KJun 30, 26-6601.19%
FOUNDERS FINANCIAL SECURITIES LLC82.15KJun 30, 26+9.18K1.12%
ADVISOR GROUP HOLDINGS, INC.81.31KJun 30, 26+2.44K1.11%
LPL Financial LLC77.47KJun 30, 26+9.92K1.05%
OGOREK ANTHONY JOSEPH /NY/ /ADV74.81KJun 30, 26--1.02%
RAYMOND JAMES FINANCIAL INC73.91KJun 30, 26-13.09K1.01%
Advyzon Investment Management, LLC71.88KJun 30, 26-8.94K0.98%
Maia Wealth LLC62.73KJun 30, 26-1.75K0.85%
TRUIST FINANCIAL CORP59.12KJun 30, 26-4940.80%
LifeWealth Investments, LLC55.85KJun 30, 26-5960.76%
HARBOUR INVESTMENTS, INC.54.10KJun 30, 26-1.13K0.74%
Hardworking Capital Advisors, LLC42.43KJun 30, 26-3.12K0.58%
Ignite Planners, LLC38.30KJun 30, 26--0.52%
Cambridge Investment Research Advisors, Inc.33.11KJun 30, 26-4.68K0.45%
JPMORGAN CHASE & CO30.07KJun 30, 26+17.34K0.41%
Prospera Financial Services Inc27.19KJun 30, 26-2100.37%
Kovack Advisors, Inc.25.67KJun 30, 26+2780.35%
Signal Advisors Wealth, LLC25.44KJun 30, 26-1.02K0.35%
CARY STREET PARTNERS FINANCIAL LLC25.35KJun 30, 26-3.76K0.34%
TOUNJIAN ADVISORY PARTNERS, LLC24.90KJun 30, 26+24.90K0.34%
Mutual Advisors, LLC23.98KJun 30, 26-4850.33%
Rockefeller Capital Management L.P.23.19KJun 30, 26-3.94K0.32%
J.W. COLE ADVISORS, INC.23.06KJun 30, 26+23.06K0.31%
Ameritas Advisory Services, LLC18.92KJun 30, 26+12.15K0.26%
SUSQUEHANNA INTERNATIONAL GROUP, LLP18.85KJun 30, 26+11.31K0.26%
Integrity Financial Corp /WA18.46KJun 30, 26-2270.25%
Nova Wealth Management, Inc.17.24KJun 30, 26-1170.23%
McKinley Carter Wealth Services, Inc.16.93KJun 30, 26--0.23%
OLD MISSION CAPITAL LLC16.02KJun 30, 26-8.11K0.22%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors15.46KJun 30, 26--0.21%
Onyx Bridge Wealth Group LLC15.01KJun 30, 26--0.20%
PRECEDENT WEALTH PARTNERS, LLC14.81KJun 30, 26--0.20%
SNS Financial Group, LLC14.70KJun 30, 26+14.70K0.20%
First Heartland Consultants, Inc.13.42KJun 30, 26--0.18%
RFG Advisory, LLC12.83KJun 30, 26+1.04K0.17%
MGO ONE SEVEN LLC12.60KJun 30, 26--0.17%
WILEY BROS.-AINTREE CAPITAL, LLC12.36KJun 30, 26-2.68K0.17%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11.79KJun 30, 26-500.16%
Inspire Advisors, LLC11.27KJun 30, 26--0.15%
KESTRA PRIVATE WEALTH SERVICES, LLC11.24KJun 30, 26--0.15%
Sloy Dahl & Holst, LLC11.14KJun 30, 26--0.15%
Accel Wealth Management11.12KJun 30, 26-6910.15%
Foguth Wealth Management, LLC.9.99KJun 30, 26-120.14%
Stratos Wealth Partners, LTD.9.98KJun 30, 26--0.14%
Aptus Capital Advisors, LLC9.90KJun 30, 26--0.13%
Financial Guidance Group, Inc.9.90KJun 30, 26--0.13%
Advance Capital Management, Inc.9.85KJun 30, 26-9270.13%
Prosperity Consulting Group, LLC9.60KJun 30, 26-4740.13%
HighTower Advisors, LLC9.38KJun 30, 26-10.13%
Sanctuary Advisors, LLC9.25KJun 30, 26--0.13%
Apollon Wealth Management, LLC9.15KJun 30, 26-5840.12%
CASCADE INVESTMENT GROUP, INC.8.99KJun 30, 26-1530.12%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC8.97KJun 30, 26--0.12%
Schwallier Wealth Management LLC8.38KJun 30, 26-540.11%
IFP Advisors, Inc8.17KJun 30, 26--0.11%
Legacy Capital Wealth Partners, LLC7.37KJun 30, 26--0.10%
Ritter Daniher Financial Advisory LLC / DE7.35KJun 30, 26-750.10%
Clear Creek Financial Management, LLC6.99KJun 30, 26-1.82K0.10%
Prime Capital Investment Advisors, LLC6.71KJun 30, 26-3.34K0.09%
HRT FINANCIAL LP6.67KJun 30, 26+6.67K0.09%
EVOLUTION WEALTH MANAGEMENT INC.6.34KJun 30, 26-2990.09%
DWM Financial Group, Inc.6.27KJun 30, 26+6.27K0.09%
Farther Finance Advisors, LLC6.23KJun 30, 26+2.55K0.08%
Waverly Advisors, LLC6.21KJun 30, 26--0.08%
ARBOR CAPITAL MANAGEMENT INC /ADV6.19KJun 30, 26-2.35K0.08%
TCFG Investment Advisors, LLC5.88KJun 30, 26-1100.08%
Buck Wealth Strategies, LLC5.78KJun 30, 26--0.08%
HERITAGE OAK WEALTH ADVISORS LLC5.67KJun 30, 26--0.08%
Per Stirling Capital Management, LLC.5.54KJun 30, 26-60.08%
CENTAURUS FINANCIAL, INC.5.43KJun 30, 26--0.07%
FSB PREMIER WEALTH MANAGEMENT, INC.5.34KJun 30, 26--0.07%
AE Wealth Management LLC5.14KJun 30, 26--0.07%
Sequent Planning LLC4.92KJun 30, 26-8280.07%
MERCER GLOBAL ADVISORS INC /ADV4.90KJun 30, 26--0.07%
Janney Montgomery Scott LLC4.79KJun 30, 26-31.70K0.07%
Mission Financial Group, LLC4.78KJun 30, 26+4.78K0.07%
Ferguson Shapiro LLC4.51KJun 30, 26+4.51K0.06%
Meridian Wealth Management, LLC4.39KJun 30, 26-8600.06%
Grantvest Financial Group LLC4.37KJun 30, 26+4.37K0.06%
Gerber Kawasaki Wealth & Investment Management4.30KJun 30, 26+4.30K0.06%
BARCLAYS PLC4.23KJun 30, 26+1.59K0.06%
FIDUCIARY FINANCIAL ADVISORS4.19KJun 30, 26+4.19K0.06%
SOA Wealth Advisors, LLC.2.51KJun 30, 26--0.03%
Steward Partners Investment Advisory, LLC2.38KJun 30, 26-3000.03%
Benson Wealth Management INC1.96KJun 30, 26--0.03%
Tanglewood Legacy Advisors, LLC1.90KJun 30, 26--0.03%
Oakmont Advisory Group, LLC1.83KJun 30, 26+1.83K0.02%
DHJJ Financial Advisors, Ltd.1.69KJun 30, 26--0.02%
Topsail Wealth Management, LLC1.65KJun 30, 26--0.02%
Capital Investment Advisory Services, LLC1.53KJun 30, 26+70.02%
ROYAL BANK OF CANADA1.50KJun 30, 26+1.50K0.02%
CoreCap Advisors, LLC1.18KJun 30, 26-340.02%
MORGAN STANLEY1.08KJun 30, 26--0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV894Jun 30, 26--0.01%
NBC SECURITIES, INC.606Jun 30, 26-1.34K0.01%
JONES FINANCIAL COMPANIES LLLP400Jun 30, 26--0.01%
Smartleaf Asset Management LLC153Jun 30, 26--0.00%
CoreFirst Bank & Trust110Jun 30, 26--0.00%
FWL INVESTMENT MANAGEMENT, LLC1Jun 30, 26--0.00%
Rossby Financial, LCC--Jun 30, 26-1.50K--
Geneos Wealth Management Inc.--Jun 30, 26-22--
CITADEL ADVISORS LLC--Jun 30, 26-17.05K--
Maltin Wealth Management, Inc.--Jun 30, 26-6.83K--
Western Wealth Management, LLC--Jun 30, 26-1.13K--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-78--
Advisory Services Network, LLC--Jun 30, 26-3.57K--
Cottage Street Advisors LLC--Jun 30, 26-4.71K--
First Pacific Financial--Jun 30, 26-230--
1ST SOURCE BANK--Jun 30, 26-29.47K--
CWM, LLC125.93KMar 31, 26-61.19K1.71%
Jaffetilchin Investment Partners, LLC53.77KMar 31, 26--0.73%
TCFG WEALTH MANAGEMENT, LLC5.99KMar 31, 26-1.01K0.08%
Sunbelt Securities, Inc.2.35KMar 31, 26-2.51K0.03%
BRASS TAX WEALTH MANAGEMENT, INC6.49KSep 30, 25-4000.09%
AlphaMark Advisors, LLC375Dec 31, 24+3550.01%
RAYMOND JAMES & ASSOCIATES33.22KSep 30, 24+23.53K0.45%
Raymond James Financial Services Advisors, Inc.19.48KSep 30, 24+4.43K0.27%
FinTrust Capital Advisors, LLC10.97KSep 30, 24--0.15%
BENJAMIN F. EDWARDS & COMPANY, INC.810Jun 30, 24--0.01%
Cetera Advisor Networks LLC50.14KMar 31, 24+1710.68%
Cetera Advisors LLC7.36KMar 31, 24-2.08K0.10%
American Portfolios Advisors5.97KSep 30, 22+9950.08%
Strategic Asset Management, LLC1.54KSep 30, 22-2650.02%
Livingston Group Asset Management CO (operating as Southport Capital Management)21.54KMar 31, 22-2.77K0.29%
OLD MISSION CAPITAL, LLC37.61KDec 31, 20+37.61K0.51%

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

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