EAOR

Institutional Ownership

Top 24 Institutional Holders
HolderSharesDateChange% Held
CoreCap Advisors, LLC--Sep 30, 26-104--
Cardinal Point Capital Management, ULC53.91KJun 30, 26-7.66K6.11%
Bond & Devick Financial Network, Inc.43.50KJun 30, 26+14.53K4.93%
LPL Financial LLC21.36KJun 30, 26+21.36K2.42%
SUSQUEHANNA INTERNATIONAL GROUP, LLP19.58KJun 30, 26+2.01K2.22%
AdvisorNet Financial, Inc10.55KJun 30, 26-1281.20%
CITADEL ADVISORS LLC9.50KJun 30, 26-2.57K1.08%
LODESTAR PRIVATE ASSET MANAGEMENT LLC7.53KJun 30, 26+5420.85%
Sequoia Financial Advisors, LLC6.41KJun 30, 26--0.73%
Westmount Partners, LLC6.37KJun 30, 26+3520.72%
Birchwood Financial Partners, Inc.4.13KJun 30, 26+2.81K0.47%
ADVISOR GROUP HOLDINGS, INC.2.89KJun 30, 26--0.33%
IMA Wealth, Inc.1.98KJun 30, 26+420.22%
Godfrey Financial Associates, Inc.1.86KJun 30, 26--0.21%
Parallel Advisors, LLC774Jun 30, 26+40.09%
Mascoma Wealth Management LLC391Jun 30, 26+960.04%
UBS Group AG188Jun 30, 26+1880.02%
MERCER GLOBAL ADVISORS INC /ADV90Jun 30, 26+900.01%
Triumph Capital Management86Jun 30, 26--0.01%
Richard Bernstein Advisors LLC11.68KMar 31, 26+7.48K1.32%
Martin Worley Group6.41KJun 30, 25+6.41K0.73%
PRIVATE CAPITAL MANAGEMENT LLC--Dec 31, 24-1.61K--
Syntrinsic LLC18.10KSep 30, 24+1142.05%
Cardinal Point Wealth Management Partners, LLC27.55KMar 31, 23+2553.12%

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.