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Institutional Ownership

Top 155 Institutional Holders
HolderSharesDateChange% Held
Bangor Savings Bank--Sep 30, 26-750--
STONE POINT CAPITAL LLC5.82MJun 30, 26--4.40%
MORGAN STANLEY5.00MJun 30, 26-410.30K3.78%
ARES MANAGEMENT LLC1.20MJun 30, 26+127.27K0.91%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC955.63KJun 30, 26+558.20K0.72%
Freestone Capital Holdings, LLC919.23KJun 30, 26+2.94K0.70%
Blackstone Inc.815.00KJun 30, 26+65.00K0.62%
PFG Investments, LLC654.96KJun 30, 26+3.19K0.50%
Virtus Investment Advisers, Inc.348.53KJun 30, 26-119.28K0.26%
J.W. COLE ADVISORS, INC.320.46KJun 30, 26+320.46K0.24%
WILEY BROS.-AINTREE CAPITAL, LLC282.60KJun 30, 26-4.62K0.21%
Rockefeller Capital Management L.P.243.54KJun 30, 26-4420.18%
Kestra Advisory Services, LLC212.63KJun 30, 26+33.05K0.16%
JANE STREET GROUP, LLC205.75KJun 30, 26+6.17K0.16%
XTX Topco Ltd199.91KJun 30, 26-39.81K0.15%
Keudell/Morrison Wealth Management192.53KJun 30, 26+120.82K0.15%
ADVISOR GROUP HOLDINGS, INC.191.37KJun 30, 26+12.09K0.14%
RAYMOND JAMES FINANCIAL INC185.34KJun 30, 26-46.76K0.14%
Cetera Investment Advisers168.90KJun 30, 26+26.34K0.13%
WEDBUSH SECURITIES INC125.94KJun 30, 26-51.84K0.10%
LPL Financial LLC118.31KJun 30, 26+1.42K0.09%
MONEY CONCEPTS CAPITAL CORP115.35KJun 30, 26+1.87K0.09%
Private Advisor Group, LLC100.41KJun 30, 26-10.98K0.08%
Apollon Wealth Management, LLC99.89KJun 30, 26+3.22K0.08%
Magnolia Private Wealth, LLC90.54KJun 30, 26+3.29K0.07%
Balboa Wealth Partners87.54KJun 30, 26-2.37K0.07%
Marex Group plc80.04KJun 30, 26+80.04K0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC77.52KJun 30, 26-5.30K0.06%
BI Asset Management Fondsmaeglerselskab A/S76.72KJun 30, 26-178.81K0.06%
Samalin Investment Counsel, LLC74.98KJun 30, 26-72.31K0.06%
UBS Group AG72.43KJun 30, 26-2590.05%
PNC FINANCIAL SERVICES GROUP, INC.56.62KJun 30, 26--0.04%
CITADEL ADVISORS LLC49.83KJun 30, 26-1.05K0.04%
BRIAN LOW FINANCIAL GROUP, LLC48.00KJun 30, 26+48.00K0.04%
Strategic Wealth Partners, Ltd.48.00KJun 30, 26+48.00K0.04%
Cambridge Investment Research Advisors, Inc.46.31KJun 30, 26-3.14K0.04%
HRT FINANCIAL LP43.61KJun 30, 26+22.50K0.03%
COMMONWEALTH EQUITY SERVICES, LLC43.02KJun 30, 26+2.05K0.03%
HARBOUR INVESTMENTS, INC.40.60KJun 30, 26+2.00K0.03%
Global Assets Advisory, LLC39.87KJun 30, 26+39.87K0.03%
Sage Capital Advisors,llc39.25KJun 30, 26-6.83K0.03%
Mariner, LLC37.23KJun 30, 26-6.48K0.03%
Attessa Capital LLC36.17KJun 30, 26+36.17K0.03%
Ferguson Shapiro LLC34.11KJun 30, 26+1.49K0.03%
DOCK STREET ASSET MANAGEMENT INC32.95KJun 30, 26--0.02%
MGO ONE SEVEN LLC31.64KJun 30, 26+1120.02%
Global Retirement Partners, LLC31.50KJun 30, 26+31.50K0.02%
NOMURA HOLDINGS INC29.18KJun 30, 26+29.18K0.02%
Kovack Advisors, Inc.28.12KJun 30, 26-43.64K0.02%
Ballentine Partners, LLC27.53KJun 30, 26+3.26K0.02%
Chicago Partners Investment Group LLC26.65KJun 30, 26-8.96K0.02%
RPg Family Wealth Advisory, LLC24.46KJun 30, 26+24.46K0.02%
Stonebridge Financial Group, LLC/CA24.30KJun 30, 26+24.30K0.02%
Advisory Solutions Group, LLC23.61KJun 30, 26+23.61K0.02%
Legacy Wealth Managment, LLC/ID22.98KJun 30, 26-552.58K0.02%
CIBC WORLD MARKET INC.20.27KJun 30, 26-13.90K0.02%
M&T BANK CORP18.84KJun 30, 26--0.01%
TCG Advisory Services, LLC16.70KJun 30, 26--0.01%
IEQ CAPITAL, LLC16.69KJun 30, 26--0.01%
Cerity Partners LLC16.59KJun 30, 26--0.01%
Fermata Advisors, LLC16.15KJun 30, 26+7450.01%
FIRST FOUNDATION ADVISORS16.03KJun 30, 26+6990.01%
KINGSWOOD WEALTH ADVISORS, LLC15.76KJun 30, 26+260.01%
Virtu Financial LLC15.60KJun 30, 26+15.60K0.01%
WADDELL & ASSOCIATES, LLC15.07KJun 30, 26+6220.01%
SRS Capital Advisors, Inc.14.96KJun 30, 26+14.80K0.01%
Oxinas Partners Wealth Management LLC14.50KJun 30, 26-67.10K0.01%
Freestate Advisors LLC13.68KJun 30, 26+5930.01%
Creative Planning13.59KJun 30, 26-2.89K0.01%
B. Riley Wealth Advisors, Inc.13.47KJun 30, 26-1.92K0.01%
PARK AVENUE SECURITIES LLC13.12KJun 30, 26-4240.01%
ENVESTNET ASSET MANAGEMENT INC12.94KJun 30, 26+12.94K0.01%
Prospera Financial Services Inc12.80KJun 30, 26+2.01K0.01%
IFP Advisors, Inc12.65KJun 30, 26+1.30K0.01%
Colter Lewis Investment Partners LLC12.50KJun 30, 26--0.01%
ACCREDITED INVESTOR SERVICES, LLC12.31KJun 30, 26+7440.01%
MAI Capital Management11.89KJun 30, 26+11.79K0.01%
TT Capital Management LLC11.81KJun 30, 26-1950.01%
AdvisorNet Financial, Inc11.28KJun 30, 26--0.01%
Merit Financial Group, LLC10.92KJun 30, 26-1380.01%
INDEPENDENT FINANCIAL GROUP, LLC10.69KJun 30, 26+10.69K0.01%
BNP PARIBAS ARBITRAGE, SNC10.10KJun 30, 26-1.61K0.01%
Johnson Financial Group, LLC10.03KJun 30, 26+10.03K0.01%
EverSource Wealth Advisors, LLC10.00KJun 30, 26-5.00K0.01%
Kingsview Wealth Management, LLC10.00KJun 30, 26--0.01%
Beacon Pointe Advisors, LLC10.00KJun 30, 26-3.63K0.01%
Pinnacle Wealth Planning Services, Inc.9.08KJun 30, 26--0.01%
Security National Bank9.00KJun 30, 26+9.00K0.01%
CoreCap Advisors, LLC6.72KJun 30, 26+3.00K0.01%
Triumph Capital Management6.70KJun 30, 26-5170.01%
WPG Advisers, LLC5.67KJun 30, 26-110.00%
ROYAL BANK OF CANADA5.00KJun 30, 26+5.00K0.00%
Smartleaf Asset Management LLC3.36KJun 30, 26--0.00%
NBC SECURITIES, INC.3.00KJun 30, 26--0.00%
NewEdge Advisors, LLC2.98KJun 30, 26--0.00%
WEBSTER BANK, N. A.2.85KJun 30, 26--0.00%
US BANCORP \DE\2.74KJun 30, 26--0.00%
AMERIFLEX GROUP, INC.2.50KJun 30, 26--0.00%
Tower Research Capital LLC (TRC)2.25KJun 30, 26-2.32K0.00%
Pacer Advisors, Inc.1.91KJun 30, 26--0.00%
FIFTH THIRD BANCORP1.85KJun 30, 26+3950.00%
N.E.W. Advisory Services LLC1.35KJun 30, 26-1.75K0.00%
SWAN Capital LLC1.30KJun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC1.00KJun 30, 26--0.00%
MONTAG A & ASSOCIATES INC1.00KJun 30, 26--0.00%
Blume Capital Management, Inc.750Jun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV720Jun 30, 26+7200.00%
Farther Finance Advisors, LLC475Jun 30, 26+4750.00%
Hilltop National Bank200Jun 30, 26--0.00%
FIRST HORIZON CORP200Jun 30, 26+2000.00%
JPMORGAN CHASE & CO117Jun 30, 26+170.00%
SHP Wealth Management100Jun 30, 26+1000.00%
JFS WEALTH ADVISORS, LLC46Jun 30, 26+460.00%
FIDUCIARY FINANCIAL ADVISORS40Jun 30, 26+400.00%
WELLS FARGO & COMPANY/MN3Jun 30, 26+20.00%
DANSKE BANK A/S2Jun 30, 26-70.00%
Larson Financial Group LLC--Jun 30, 26-7.50K--
Merkkuri Wealth Advisors LLC--Jun 30, 26-117--
Atomi Financial Group, Inc.--Jun 30, 26-13.55K--
DHJJ Financial Advisors, Ltd.--Jun 30, 26-50--
Advisory Services Network, LLC--Jun 30, 26-1.71K--
Osbon Capital Management LLC--Jun 30, 26-1.53K--
AMERIPRISE FINANCIAL INC--Jun 30, 26-11.71K--
EVOKE WEALTH, LLC--Jun 30, 26-11.79K--
Spire Wealth Management--Jun 30, 26-5.60K--
StoneX Group Inc.--Jun 30, 26-13.84K--
Essex Financial Services, Inc.--Jun 30, 26-30.41K--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-13.84K--
JONES FINANCIAL COMPANIES LLLP--Jun 30, 26-860--
Arkadios Wealth Advisors--Jun 30, 26-10.16K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-40.69K--
McIlrath & Eck, LLC6.32KMar 31, 26+3.71K0.00%
Sunbelt Securities, Inc.1.00KMar 31, 26-2.95K0.00%
CWM, LLC25Mar 31, 26-1.13K0.00%
CIBC Private Wealth Group, LLC3.40KDec 31, 25--0.00%
COMERICA BANK734Dec 31, 25+7340.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-3.20K--
Legacy Investment Solutions, LLC508.11KJun 30, 25+508.11K0.38%
Spectrum Wealth Counsel, LLC215Mar 31, 25--0.00%
AlphaMark Advisors, LLC1.40KDec 31, 24+620.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-6.51K--
RAYMOND JAMES & ASSOCIATES98.68KSep 30, 24+16.18K0.07%
Raymond James Financial Services Advisors, Inc.14.68KSep 30, 24+14.68K0.01%
Private Wealth Strategies, L.L.C.30.38KJun 30, 24+9.38K0.02%
InterOcean Capital Group, LLC21.80KMar 31, 24--0.02%
Ahrens Investment Partners LLC6.70KMar 31, 23-6.93K0.01%
B. Riley Wealth Management, Inc.12.29KJun 30, 22+12.29K0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV40.60KSep 30, 21+9.30K0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.28.24KDec 31, 19+16.70K0.02%
Advisor Group, Inc.3.61KDec 31, 19-5.15K0.00%
NEXT Financial Holdings2.40KMar 31, 19+2.40K0.00%
PENN MUTUAL LIFE INSURANCE CO73.00KJun 30, 18-9.00K0.06%
Acrospire Investment Management LLC--Sep 30, 17-312--
Virtu KCG Holdings LLC--Jun 30, 17-11.48K--
MSI Financial Services Inc4.85KDec 31, 16+6000.00%

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.