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Institutional Ownership

Top 214 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY884.04KJun 30, 26+31.80K8.40%
BANK OF AMERICA CORP /DE/724.90KJun 30, 26+18.21K6.89%
UBS Group AG382.02KJun 30, 26-9.56K3.63%
WELLS FARGO & COMPANY/MN312.21KJun 30, 26-44.39K2.97%
Columbia River Financial Group, LLC294.94KJun 30, 26+1.44K2.80%
Concord Wealth Partners263.36KJun 30, 26+9.00K2.50%
Baker Avenue Asset Management, LP255.94KJun 30, 26-4.52K2.43%
Concord Asset Management, LLC/VA251.77KJun 30, 26+3.60K2.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management221.48KJun 30, 26+1.16K2.10%
LPL Financial LLC212.22KJun 30, 26+22.31K2.02%
ADVISOR GROUP HOLDINGS, INC.144.64KJun 30, 26+25.94K1.37%
Colony Group, LLC138.58KJun 30, 26-10.35K1.32%
Allen Capital Group, LLC138.40KJun 30, 26-7811.31%
MML INVESTORS SERVICES, LLC119.07KJun 30, 26+42.94K1.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO98.77KJun 30, 26+17.14K0.94%
STIFEL FINANCIAL CORP98.67KJun 30, 26-6.53K0.94%
ROYAL BANK OF CANADA97.17KJun 30, 26-6.23K0.92%
ENVESTNET ASSET MANAGEMENT INC84.13KJun 30, 26+27.15K0.80%
Mount Lucas Management LP67.92KJun 30, 26+3.57K0.65%
Cetera Investment Advisers67.91KJun 30, 26+3120.65%
RAYMOND JAMES FINANCIAL INC65.73KJun 30, 26-2.83K0.62%
BIP Wealth, LLC49.65KJun 30, 26+49.65K0.47%
Private Advisor Group, LLC46.17KJun 30, 26+2.92K0.44%
MERCER GLOBAL ADVISORS INC /ADV45.76KJun 30, 26-4130.43%
JONES FINANCIAL COMPANIES LLLP42.77KJun 30, 26+2.98K0.41%
Equitable Holdings, Inc.42.14KJun 30, 26+1.47K0.40%
McAdam, LLC37.48KJun 30, 26+2480.36%
Farther Finance Advisors, LLC36.48KJun 30, 26+36.44K0.35%
FDx Advisors, Inc.34.24KJun 30, 26+3580.33%
Invesco Ltd.29.22KJun 30, 26-1.76K0.28%
Mount Yale Investment Advisors, LLC28.02KJun 30, 26--0.27%
Parallel Advisors, LLC26.12KJun 30, 26-8210.25%
Cartesian Growth Corp25.63KJun 30, 26+25.63K0.24%
FLOW TRADERS U.S. LLC24.71KJun 30, 26+24.71K0.23%
Key FInancial Inc24.28KJun 30, 26--0.23%
PARTNERS WEALTH MANAGEMENT, LLC23.10KJun 30, 26+9450.22%
HBK Sorce Advisory LLC22.37KJun 30, 26+4.28K0.21%
BRANDYWINE OAK PRIVATE WEALTH LLC21.23KJun 30, 26--0.20%
Novak & Powell Financial Services, Inc.20.29KJun 30, 26+2920.19%
TRUIST FINANCIAL CORP19.76KJun 30, 26-2.65K0.19%
DUMONT & BLAKE INVESTMENT ADVISORS LLC19.59KJun 30, 26-2350.19%
COMMONWEALTH EQUITY SERVICES, LLC18.96KJun 30, 26-9.40K0.18%
JPMORGAN CHASE & CO18.32KJun 30, 26+130.17%
HighTower Advisors, LLC17.37KJun 30, 26+9180.16%
CITADEL ADVISORS LLC17.07KJun 30, 26+5.61K0.16%
Janney Montgomery Scott LLC15.60KJun 30, 26-2140.15%
HRT FINANCIAL LP15.59KJun 30, 26+11.11K0.15%
FIFTH THIRD SECURITIES, INC.15.45KJun 30, 26-2860.15%
Global Retirement Partners, LLC14.80KJun 30, 26+14.80K0.14%
Manske Wealth Management13.39KJun 30, 26-2170.13%
Cambridge Investment Research Advisors, Inc.13.20KJun 30, 26-3.08K0.13%
Savant Capital, LLC12.93KJun 30, 26+6.49K0.12%
Hyundai Investments Co., Ltd.12.66KJun 30, 26+7.05K0.12%
Miracle Mile Advisors, LLC12.35KJun 30, 26+640.12%
NewEdge Advisors, LLC12.06KJun 30, 26-4.29K0.11%
Phillip James Consulting Co.11.90KJun 30, 26+11.90K0.11%
Creative Planning11.83KJun 30, 26+1.90K0.11%
Capital Analysts, LLC11.69KJun 30, 26--0.11%
Curbstone Financial Management Corp10.66KJun 30, 26-500.10%
AlphaCentric Advisors LLC10.55KJun 30, 26+6880.10%
Kestra Advisory Services, LLC10.55KJun 30, 26-1.17K0.10%
Rockefeller Capital Management L.P.10.25KJun 30, 26+7070.10%
Integrated Wealth Concepts LLC9.70KJun 30, 26+450.09%
Treasure Coast Financial Planning9.22KJun 30, 26+3.36K0.09%
PFG Investments, LLC8.96KJun 30, 26-8860.09%
WealthPoint Financial, LLC8.94KJun 30, 26+1.01K0.08%
FIFTH THIRD BANCORP8.27KJun 30, 26--0.08%
Mariner, LLC8.22KJun 30, 26-2170.08%
JANE STREET GROUP, LLC8.14KJun 30, 26-22.91K0.08%
MONETA GROUP INVESTMENT ADVISORS LLC7.74KJun 30, 26--0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.67KJun 30, 26+2.18K0.07%
Wealthcare Advisory Partners LLC7.59KJun 30, 26+900.07%
Rehmann Capital Advisory Group7.56KJun 30, 26--0.07%
TMB Capital Partners, LLC7.44KJun 30, 26-540.07%
D.A. DAVIDSON & CO.7.14KJun 30, 26-5.50K0.07%
MB Generational Wealth, LLC6.93KJun 30, 26--0.07%
Creekside Partners6.70KJun 30, 26+210.06%
Counterweight Ventures, LLC6.67KJun 30, 26--0.06%
Balentine LLC6.61KJun 30, 26-9330.06%
Fairfield Financial Advisors, LTD6.37KJun 30, 26+6.37K0.06%
MAI Capital Management6.10KJun 30, 26+1990.06%
Southland Equity Partners LLC6.06KJun 30, 26-1890.06%
Cerity Partners LLC6.03KJun 30, 26-700.06%
Stablepoint Partners, LLC5.85KJun 30, 26--0.06%
Sequent Planning LLC5.54KJun 30, 26+9210.05%
ASSETMARK, INC5.45KJun 30, 26-530.05%
Pinnacle Financial Partners, Inc.5.24KJun 30, 26-340.05%
Kerntke Otto McGlone Wealth Management Group4.90KJun 30, 26+700.05%
Hardin Capital Partners, LLC4.87KJun 30, 26--0.05%
Milestone Investment Advisors LLC4.80KJun 30, 26--0.05%
MYECFO, LLC4.73KJun 30, 26-270.04%
B. Riley Wealth Advisors, Inc.4.58KJun 30, 26+210.04%
CIBC WORLD MARKET INC.4.55KJun 30, 26+4.55K0.04%
Infinity Wealth Counsel, LLC4.50KJun 30, 26--0.04%
Facet Wealth, Inc.4.42KJun 30, 26+4.42K0.04%
HARBOUR INVESTMENTS, INC.4.27KJun 30, 26+5760.04%
NATIONAL BANK OF CANADA /FI/4.05KJun 30, 26-3000.04%
ARVEST INVESTMENTS, INC.3.59KJun 30, 26+770.03%
FMR LLC3.21KJun 30, 26+100.03%
Larson Financial Group LLC3.12KJun 30, 26+460.03%
Continuum Advisory, LLC2.92KJun 30, 26+2.92K0.03%
Clearstead Trust, LLC2.91KJun 30, 26--0.03%
Crews Bank & Trust2.73KJun 30, 26--0.03%
Vanguard National Trust Co2.55KJun 30, 26--0.02%
CENTAURUS FINANCIAL, INC.2.37KJun 30, 26+240.02%
Sage Mountain Advisors LLC2.06KJun 30, 26--0.02%
PNC FINANCIAL SERVICES GROUP, INC.1.99KJun 30, 26-3770.02%
HARBOR INVESTMENT ADVISORY, LLC1.55KJun 30, 26--0.01%
Geneos Wealth Management Inc.1.25KJun 30, 26-1590.01%
IFP Advisors, Inc921Jun 30, 26+130.01%
Regatta Research & Money Management914Jun 30, 26+9140.01%
PEOPLES FINANCIAL SERVICES CORP.800Jun 30, 26--0.01%
FAS Wealth Partners, Inc.768Jun 30, 26+110.01%
CENTRAL TRUST Co700Jun 30, 26--0.01%
Colonial Trust Co / SC611Jun 30, 26+130.01%
Glen Eagle Advisors, LLC603Jun 30, 26--0.01%
Asset Dedication, LLC555Jun 30, 26--0.01%
Allworth Financial LP525Jun 30, 26--0.00%
MATHER GROUP, LLC.484Jun 30, 26+70.00%
Parkside Financial Bank & Trust291Jun 30, 26+50.00%
Gen-Wealth Partners Inc260Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC258Jun 30, 26--0.00%
WealthShield Partners, LLC226Jun 30, 26-46.99K0.00%
Qube Research & Technologies Ltd205Jun 30, 26+540.00%
Triumph Capital Management200Jun 30, 26--0.00%
US BANCORP \DE\198Jun 30, 26--0.00%
Breakwater Investment Management170Jun 30, 26--0.00%
Founders Financial Alliance, LLC161Jun 30, 26--0.00%
SRS Capital Advisors, Inc.148Jun 30, 26+1480.00%
Steward Partners Investment Advisory, LLC116Jun 30, 26--0.00%
VANGUARD ADVISERS INC104Jun 30, 26-40.00%
Buck Wealth Strategies, LLC99Jun 30, 26+990.00%
UBS ASSET MANAGEMENT AMERICAS INC92Jun 30, 26--0.00%
NBC SECURITIES, INC.50Jun 30, 26--0.00%
BARRETT & COMPANY, INC.47Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)8Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC4Jun 30, 26+40.00%
HUNTINGTON NATIONAL BANK1Jun 30, 26--0.00%
CAPTRUST FINANCIAL ADVISORS--Jun 30, 26-4.79K--
Beverly Hills Private Wealth, LLC--Jun 30, 26-10.91K--
Medallion Wealth Advisors, LLC--Jun 30, 26-18--
Western Wealth Management, LLC--Jun 30, 26-92--
Virtu Financial LLC--Jun 30, 26-17.93K--
AE Wealth Management LLC--Jun 30, 26-245--
KESTRA PRIVATE WEALTH SERVICES, LLC--Jun 30, 26-4.61K--
CITIGROUP INC--Jun 30, 26-11.40K--
Westside Investment Management, Inc.--Jun 30, 26-140--
Red Tortoise LLC48.93KMar 31, 26+2320.46%
CWM, LLC2.49KMar 31, 26+1090.02%
Sunbelt Securities, Inc.600Mar 31, 26--0.01%
COMERICA BANK8.62KDec 31, 25+6910.08%
Austin Private Wealth, LLC5.99KDec 31, 25+5570.06%
SYNOVUS FINANCIAL CORP4.98KSep 30, 25-1.27K0.05%
AVANTAX ADVISORY SERVICES, INC.13.25KJun 30, 25+2280.13%
Benchmark Wealth Management, LLC6.21KJun 30, 25--0.06%
Transform Wealth, LLC9.19KMar 31, 25--0.09%
Kades & Cheifetz LLC58.97KDec 31, 24-9.89K0.56%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-675--
Merriman Wealth Management, LLC--Dec 31, 24-107.58K--
RAYMOND JAMES & ASSOCIATES36.39KSep 30, 24+1.93K0.35%
Raymond James Financial Services Advisors, Inc.14.70KSep 30, 24-5100.14%
Custom Portfolio Group LLC9.19KJun 30, 24--0.09%
Cetera Advisor Networks LLC29.93KMar 31, 24+2500.28%
Cetera Advisors LLC20.21KMar 31, 24+11.78K0.19%
CAMBRIDGE TRUST CO359Mar 31, 24--0.00%
Traverso Chambers Private Wealth Management, LLC5.90KDec 31, 23+5.90K0.06%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.26.28KSep 30, 23-6290.25%
Baldrige Asset Management LLC217Mar 31, 23--0.00%
MUFG Americas Holdings Corp114.77KSep 30, 22-6211.09%
American Portfolios Advisors650Sep 30, 22+6500.01%
Fieldpoint Private Securities, LLC1.67KJun 30, 22--0.02%
Lenox Wealth Advisors, LLC1.01KMar 31, 22+10.01%
NEXT Financial Group, Inc--Dec 31, 21-640--
Harborview Advisors, LLC--Sep 30, 21-47.05K--
Epstein & White Financial LLC7.63KJun 30, 21-2330.07%
Winslow, Evans & Crocker, Inc.1.80KDec 31, 20+1.10K0.02%
Reby Advisors, LLC737Dec 31, 20+7370.01%
First Allied Advisory Services, Inc.7.02KSep 30, 20-2.02K0.07%
SHINE INVESTMENT ADVISORY SERVICES INC--Sep 30, 20-200--
Advisor Group, Inc.24.51KDec 31, 19-8880.23%
LADENBURG THALMANN FINANCIAL SERVICES INC.23.64KDec 31, 19-1.31K0.22%
BOSTON ADVISORS LLC6.07KSep 30, 19-1300.06%
BB&T SECURITIES, LLC5.18KSep 30, 19-3910.05%
RELIANCE TRUST CO OF DELAWARE30.98KMar 31, 19+7210.29%
Weatherstone Capital Management--Mar 31, 19-87.28K--
WealthTrust-Arizona, LLC848Dec 31, 18--0.01%
RAND WEALTH, LLC--Sep 30, 18-83.38K--
FinTrust Investment Advisory Services, LLC5.52KMar 31, 18+600.05%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-5.66K--
CETERA INVESTMENT MANAGEMENT LLC42.47KJun 30, 17-9.46K0.40%
Commonwealth Equity Services, Inc10.54KJun 30, 17-1.02K0.10%
1st Global Advisors, Inc.7.78KJun 30, 17--0.07%
WFG Advisors, LP430Jun 30, 17--0.00%
Virtu KCG Holdings LLC--Jun 30, 17-10.88K--
MSI Financial Services Inc32.78KDec 31, 16+8.56K0.31%
SOCIETE GENERALE37.88KJun 30, 16+37.88K0.36%
VSR Financial Services, Inc.6.10KJun 30, 16-48.81K0.06%
Gupta Wealth Management LLC17.18KMar 31, 16--0.16%
Carnick & Kubik, LLC450Mar 31, 16+4500.00%
Stonehage Fleming (UK) Ltd2.10KDec 31, 15+2.10K0.02%
Pinnacle Summer Investments, Inc.--Dec 31, 15-2.92K--
MANAGED ACCOUNT ADVISORS LLC1.95MJun 30, 15+1.14M18.53%
BAIRD ROBERT W & CO INC /WI/96.58KMar 31, 15+8.58K0.92%
STANCORP INVESTMENT ADVISERS INC7.01KMar 31, 15-5270.07%
First Allied Asset Management, Inc.--Mar 31, 15-8.00K--
FOUNDERS BANK & TRUST150.29KDec 31, 14-82.86K1.43%
NEW ENGLAND SECURITIES CORP /MA/923Dec 31, 14--0.01%
Placemark Investments, Inc.--Dec 31, 14-7.36K--
UBS AG949.18KSep 30, 14-38.38K9.02%
COMMUNITY BANK SYSTEM, INC.1.82KSep 30, 14+2500.02%
KMS FINANCIAL SERVICES, INC--Jun 30, 14-8.98K--
Jane Street Holding, LLC21.54KDec 31, 13+21.54K0.20%
STIFEL NICOLAUS & CO INC \MO\8.87KSep 30, 13+7310.08%
First Allied Securities, Inc.1.95KJun 30, 12+1720.02%

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.