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Institutional Ownership

Top 57 Institutional Holders
HolderSharesDateChange% Held
Versant Capital Management, Inc121.90KSep 30, 26+11.77K5.02%
Beacon Pointe Advisors, LLC334.90KJun 30, 26+11.25K13.80%
BCR Wealth Strategies, LLC317.95KJun 30, 26+53.53K13.10%
FMB WEALTH MANAGEMENT201.82KJun 30, 26-1.18K8.32%
Pure Financial Advisors, LLC156.52KJun 30, 26+4.82K6.45%
Cerity Partners LLC104.49KJun 30, 26+104.49K4.31%
Cordant, Inc.104.45KJun 30, 26+22.82K4.30%
ASSETMARK, INC69.02KJun 30, 26+1.93K2.84%
ENVESTNET ASSET MANAGEMENT INC30.53KJun 30, 26+30.53K1.26%
Evanson Financial, LLC26.61KJun 30, 26+26.61K1.10%
E-Wealth Partners, LLC23.77KJun 30, 26-8910.98%
CITIGROUP INC16.39KJun 30, 26+16.39K0.68%
MML INVESTORS SERVICES, LLC15.92KJun 30, 26-15.30K0.66%
BIP Wealth, LLC15.61KJun 30, 26+2.86K0.64%
PARK AVENUE SECURITIES LLC13.39KJun 30, 26+13.39K0.55%
Discipline Wealth Solutions, LLC12.89KJun 30, 26+5.38K0.53%
TRUIST FINANCIAL CORP10.10KJun 30, 26+10.10K0.42%
ROYAL BANK OF CANADA9.86KJun 30, 26-9330.41%
Resources Investment Advisors, LLC.8.31KJun 30, 26+2.86K0.34%
VESTIA PERSONAL WEALTH ADVISORS7.73KJun 30, 26+8150.32%
Applied Capital LLC7.70KJun 30, 26+9280.32%
STUDIO INVESTMENT MANAGEMENT LLC6.64KJun 30, 26+8730.27%
COMMONWEALTH EQUITY SERVICES, LLC6.51KJun 30, 26+6.51K0.27%
Prosperitas Financial LLC6.03KJun 30, 26-1770.25%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.5.89KJun 30, 26+1.22K0.24%
FIDUCIARY FINANCIAL GROUP, LLC4.62KJun 30, 26+9070.19%
SAX WEALTH ADVISORS, LLC4.31KJun 30, 26+4.31K0.18%
Farther Finance Advisors, LLC4.08KJun 30, 26+2.41K0.17%
MERCER GLOBAL ADVISORS INC /ADV3.51KJun 30, 26+3.51K0.14%
HighTower Advisors, LLC3.20KJun 30, 26--0.13%
Approach Retirement Advisors, LLC3.05KJun 30, 26--0.13%
Integrated Wealth Concepts LLC2.25KJun 30, 26+2.25K0.09%
Aptus Capital Advisors, LLC2.20KJun 30, 26+2.20K0.09%
CARDIFF PARK ADVISORS, LLC1.78KJun 30, 26+210.07%
WELLINGTON-ALTUS USA INC.1.74KJun 30, 26-2.78K0.07%
Glass Jacobson Investment Advisors llc921Jun 30, 26--0.04%
GILPIN WEALTH MANAGEMENT, LLC736Jun 30, 26+7360.03%
UBS Group AG575Jun 30, 26+2570.02%
PNC FINANCIAL SERVICES GROUP, INC.410Jun 30, 26+4100.02%
Ares Financial Consulting, LLC230Jun 30, 26+30.01%
FIFTH THIRD BANCORP191Jun 30, 26+1910.01%
CoreCap Advisors, LLC185Jun 30, 26+1850.01%
Global Retirement Partners, LLC172Jun 30, 26+1720.01%
ADVISOR GROUP HOLDINGS, INC.150Jun 30, 26+1500.01%
Concord Wealth Partners87Jun 30, 26+870.00%
Atomic Invest LLC63Jun 30, 26+630.00%
TRUST CO OF VERMONT28Jun 30, 26+280.00%
Horizon Investments, LLC22Jun 30, 26+220.00%
JONES FINANCIAL COMPANIES LLLP19Jun 30, 26+190.00%
Capital Investment Advisory Services, LLC5Jun 30, 26-10.00%
CITADEL ADVISORS LLC--Jun 30, 26-73.60K--
JANE STREET GROUP, LLC--Jun 30, 26-56.78K--
Evanson Asset Management, LLC25.42KMar 31, 26+1.14K1.05%
McIlrath & Eck, LLC3.85KMar 31, 26--0.16%
CWM, LLC--Mar 31, 26-11--
VanderPol Investments L.L.C.6.87KDec 31, 25+1.36K0.28%
Hemington Wealth Management316.36KSep 30, 25+22.64K13.03%

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.