EDOW

Institutional Ownership

Top 101 Institutional Holders
HolderSharesDateChange% Held
COMMONWEALTH EQUITY SERVICES, LLC205.97KSep 30, 26-38.13K3.86%
Cambridge Investment Research Advisors, Inc.124.12KSep 30, 26-1.17K2.33%
Kestra Advisory Services, LLC50.69KSep 30, 26+2.77K0.95%
Gratus Wealth Advisors, LLC25.95KSep 30, 26--0.49%
D.A. DAVIDSON & CO.22.50KSep 30, 26-8500.42%
TRUIST FINANCIAL CORP9.35KSep 30, 26-1300.18%
KESTRA PRIVATE WEALTH SERVICES, LLC8.63KSep 30, 26-3490.16%
PARK AVENUE SECURITIES LLC8.04KSep 30, 26+690.15%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6.99KSep 30, 26+5000.13%
REAP Financial Group, LLC2.74KSep 30, 26+90.05%
FINANCIAL CONSULATE, INC100Sep 30, 26+1000.00%
MORGAN STANLEY1.49MJun 30, 26-31.78K28.04%
Modern Wealth Management, LLC648.71KJun 30, 26+648.71K12.17%
LPL Financial LLC609.46KJun 30, 26-604.52K11.43%
Vestmark Advisory Solutions, Inc.569.81KJun 30, 26--10.69%
COMMONWEALTH EQUITY SERVICES, LLC244.10KJun 30, 26+40.09K4.58%
UBS Group AG212.80KJun 30, 26-16.27K3.99%
Kirkwood Financial Services140.15KJun 30, 26+140.15K2.63%
ENVESTNET ASSET MANAGEMENT INC131.09KJun 30, 26+7.83K2.46%
Cambridge Investment Research Advisors, Inc.125.29KJun 30, 26-1.05K2.35%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC119.17KJun 30, 26--2.24%
RAYMOND JAMES FINANCIAL INC113.30KJun 30, 26-8.14K2.12%
GOLDMAN SACHS GROUP INC103.54KJun 30, 26--1.94%
Cetera Investment Advisers87.50KJun 30, 26+5.23K1.64%
GUARDIAN WEALTH ADVISORS, LLC / NC84.28KJun 30, 26+7501.58%
Kovack Advisors, Inc.65.06KJun 30, 26+11.22%
Kestra Advisory Services, LLC47.93KJun 30, 26-8870.90%
Ameritas Advisory Services, LLC43.55KJun 30, 26+3.12K0.82%
OSAIC HOLDINGS, INC.40.90KJun 30, 26-16.94K0.77%
Harvest Investment Services, LLC31.35KJun 30, 26+8760.59%
Sanctuary Advisors, LLC29.50KJun 30, 26+6.83K0.55%
BANK OF AMERICA CORP /DE/26.73KJun 30, 26+4000.50%
MML INVESTORS SERVICES, LLC25.77KJun 30, 26+2.37K0.48%
Regatta Research & Money Management25.72KJun 30, 26+25.72K0.48%
NewEdge Advisors, LLC23.04KJun 30, 26-1.51K0.43%
ROYAL BANK OF CANADA22.09KJun 30, 26+10.08K0.41%
Gateway Wealth Partners, LLC22.00KJun 30, 26-16.61K0.41%
Private Advisor Group, LLC21.47KJun 30, 26+3.58K0.40%
STIFEL FINANCIAL CORP19.60KJun 30, 26+1.15K0.37%
Wealthfront Advisers LLC18.62KJun 30, 26-3260.35%
HARBOUR INVESTMENTS, INC.14.96KJun 30, 26--0.28%
Stratos Wealth Partners, LTD.13.20KJun 30, 26-3860.25%
JANE STREET GROUP, LLC12.33KJun 30, 26-25.66K0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.13KJun 30, 26+5.10K0.23%
Janney Montgomery Scott LLC10.36KJun 30, 26-1.39K0.19%
Proactive Wealth Strategies LLC7.83KJun 30, 26-4770.15%
Parallel Advisors, LLC7.43KJun 30, 26--0.14%
CITADEL ADVISORS LLC6.94KJun 30, 26-14.21K0.13%
BECK CAPITAL MANAGEMENT, LLC6.41KJun 30, 26-1540.12%
Camelot Portfolios, LLC6.08KJun 30, 26-660.11%
Summit Financial, LLC5.96KJun 30, 26-1090.11%
&PARTNERS5.87KJun 30, 26+5.87K0.11%
GREAT VALLEY ADVISOR GROUP, INC.5.46KJun 30, 26--0.10%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5.42KJun 30, 26--0.10%
Atlas Wealth LLC5.42KJun 30, 26--0.10%
Integrated Wealth Concepts LLC5.40KJun 30, 26-860.10%
FLOW TRADERS U.S. LLC5.39KJun 30, 26+5.39K0.10%
J.W. COLE ADVISORS, INC.5.39KJun 30, 26+5.39K0.10%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5.00KJun 30, 26-6880.09%
StoneX Group Inc.4.63KJun 30, 26+4.63K0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.81KJun 30, 26+2.96K0.07%
AMERIFLEX GROUP, INC.3.45KJun 30, 26+6900.06%
Glassman Wealth Services3.16KJun 30, 26--0.06%
Allworth Financial LP3.02KJun 30, 26--0.06%
JPMORGAN CHASE & CO2.74KJun 30, 26--0.05%
REAP Financial Group, LLC2.73KJun 30, 26-1.37K0.05%
HAZLETT, BURT & WATSON, INC.1.15KJun 30, 26--0.02%
BlackRock, Inc.886Jun 30, 26-1140.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC628Jun 30, 26+2390.01%
Allspring Global Investments Holdings, LLC507Jun 30, 26+5070.01%
Tidemark, LLC473Jun 30, 26--0.01%
Steward Partners Investment Advisory, LLC402Jun 30, 26--0.01%
Rockefeller Capital Management L.P.280Jun 30, 26--0.01%
FMR LLC209Jun 30, 26--0.00%
HRT FINANCIAL LP--Jun 30, 26-5.37K--
Independent Advisor Alliance--Jun 30, 26-175.08K--
Western Wealth Management, LLC--Jun 30, 26-644--
MAGNOLIA CAPITAL ADVISORS LLC--Jun 30, 26-5.04K--
WELLS FARGO & COMPANY/MN--Jun 30, 26-1.00K--
Ascentis Independent Advisors--Jun 30, 26-2.41K--
Merkkuri Wealth Advisors LLC--Jun 30, 26-56--
TCFG WEALTH MANAGEMENT, LLC15.68KMar 31, 26--0.29%
ORG Partners LLC2.41KDec 31, 25--0.05%
BRASS TAX WEALTH MANAGEMENT, INC5.90KSep 30, 25+5.90K0.11%
SUMMIT INVESTMENT ADVISORS, INC.79.09KJun 30, 25+1.45K1.48%
Raymond James Financial Services Advisors, Inc.97.81KSep 30, 24-10.39K1.83%
RAYMOND JAMES & ASSOCIATES23.13KSep 30, 24-12.53K0.43%
BENJAMIN F. EDWARDS & COMPANY, INC.27.71KJun 30, 24+2060.52%
ICA Group Wealth Management, LLC340Jun 30, 24-4500.01%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC88Jun 30, 24+10.00%
Cetera Advisors LLC20.28KMar 31, 24+20.28K0.38%
Cetera Advisor Networks LLC10.80KMar 31, 24-9890.20%
J Arnold Wealth Management Co29.86KDec 31, 23-372.24K0.56%
MARINER INDEPENDENT ADVISOR NETWORK, LLC13.70KSep 30, 22+1690.26%
American Portfolios Advisors614Sep 30, 22-200.01%
ACG Wealth--Sep 30, 22-2.36K--
Ameritas Investment Company, LLC29.32KSep 30, 21+3.50K0.55%
Advisor Group, Inc.8.42KDec 31, 19+1.24K0.16%
LADENBURG THALMANN FINANCIAL SERVICES INC.7.93KDec 31, 19-12.92K0.15%
BB&T SECURITIES, LLC606.68KSep 30, 19-1.01M11.38%
Premia Global Advisors, LLC28.99KSep 30, 19-1.73K0.54%

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.