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Institutional Ownership

Top 256 Institutional Holders
HolderSharesDateChange% Held
David J Yvars Group42.60KSep 30, 26+7780.04%
INTEGRATED CAPITAL MANAGEMENT, INC.41.97KSep 30, 26+2.57K0.04%
DECISION INVESTMENTS, INC22.64KSep 30, 26+500.02%
Worth Asset Management, LLC15.87KSep 30, 26--0.01%
CoreCap Advisors, LLC4.55KSep 30, 26+1.40K0.00%
Farther Finance Advisors, LLC250Sep 30, 26-1570.00%
CX Institutional250Sep 30, 26--0.00%
GUGGENHEIM CAPITAL LLC2.27MJun 30, 26+2.20K2.09%
1607 Capital Partners, LLC2.20MJun 30, 26+101.63K2.02%
BANK OF AMERICA CORP /DE/2.09MJun 30, 26-97.98K1.92%
MORGAN STANLEY2.05MJun 30, 26+77.36K1.89%
RAYMOND JAMES FINANCIAL INC1.76MJun 30, 26+56.38K1.62%
Invesco Ltd.1.68MJun 30, 26+80.43K1.55%
Karpus Management, Inc.1.62MJun 30, 26-9.10K1.49%
ROYAL BANK OF CANADA1.02MJun 30, 26+49.84K0.94%
Advisors Asset Management, Inc.903.91KJun 30, 26+53.22K0.83%
LPL Financial LLC863.06KJun 30, 26+35.63K0.79%
Cresset Asset Management, LLC536.21KJun 30, 26+2.05K0.49%
Saba Capital Management, L.P.490.83KJun 30, 26+490.83K0.45%
UBS Group AG478.43KJun 30, 26-5.79K0.44%
ADVISOR GROUP HOLDINGS, INC.470.11KJun 30, 26+43.84K0.43%
Pathstone Holdings, LLC470.07KJun 30, 26-97.80K0.43%
Rockefeller Capital Management L.P.405.10KJun 30, 26+89.34K0.37%
AMERIPRISE FINANCIAL INC390.09KJun 30, 26-30.25K0.36%
WELLS FARGO & COMPANY/MN374.91KJun 30, 26+63.13K0.35%
RiverTree Advisors, LLC305.36KJun 30, 26-140.14K0.28%
Cambridge Investment Research Advisors, Inc.274.78KJun 30, 26+93.98K0.25%
FRANKLIN RESOURCES INC269.97KJun 30, 26+4.67K0.25%
ENVESTNET ASSET MANAGEMENT INC262.56KJun 30, 26-5.62K0.24%
Shaker Financial Services, LLC259.23KJun 30, 26+62.01K0.24%
ROMAN BUTLER FULLERTON & CO222.37KJun 30, 26+7.48K0.20%
PARK AVENUE SECURITIES LLC210.57KJun 30, 26+2.91K0.19%
WOLVERINE ASSET MANAGEMENT LLC165.56KJun 30, 26-147.06K0.15%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC163.82KJun 30, 26+4.47K0.15%
FRANKLIN STREET ADVISORS INC /NC150.33KJun 30, 26--0.14%
Logan Stone Capital, LLC144.75KJun 30, 26+2.47K0.13%
Calamos Advisors LLC143.64KJun 30, 26+9.58K0.13%
Cetera Investment Advisers139.72KJun 30, 26+3.36K0.13%
STIFEL FINANCIAL CORP124.45KJun 30, 26-14.41K0.11%
Cohen Klingenstein LLC114.69KJun 30, 26--0.11%
Private Advisor Group, LLC108.98KJun 30, 26-6.68K0.10%
COHEN & STEERS, INC.105.00KJun 30, 26--0.10%
Steward Partners Investment Advisory, LLC103.73KJun 30, 26--0.10%
Arkadios Wealth Advisors97.21KJun 30, 26+150.09%
Indivisible Partners94.89KJun 30, 26-5.52K0.09%
D.A. DAVIDSON & CO.87.67KJun 30, 26--0.08%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC85.02KJun 30, 26+29.15K0.08%
COMMONWEALTH EQUITY SERVICES, LLC84.71KJun 30, 26+850.08%
TWO SIGMA INVESTMENTS, LP80.95KJun 30, 26--0.07%
PMG Family Office LLC72.61KJun 30, 26+1.56K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC70.99KJun 30, 26--0.07%
HighTower Advisors, LLC69.99KJun 30, 26+3.09K0.06%
one8zero8, LLC69.90KJun 30, 26--0.06%
WCG Wealth Advisors LLC69.77KJun 30, 26-4100.06%
NewEdge Advisors, LLC61.21KJun 30, 26+1890.06%
HARBOUR INVESTMENTS, INC.60.58KJun 30, 26+1.27K0.06%
Allworth Financial LP60.46KJun 30, 26+90.06%
Closed-End Fund Advisors, Inc.58.23KJun 30, 26-5750.05%
PNC FINANCIAL SERVICES GROUP, INC.57.09KJun 30, 26+5000.05%
Alteri Wealth LLC54.88KJun 30, 26-1.00K0.05%
Advisory Advocates, LLC54.70KJun 30, 26+7000.05%
Joseph P. Lucia & Associates, LLC53.81KJun 30, 26+6280.05%
Centurion Wealth Management LLC52.04KJun 30, 26--0.05%
Atomi Financial Group, Inc.51.78KJun 30, 26-1.71K0.05%
Kovack Advisors, Inc.51.37KJun 30, 26-8.16K0.05%
YOUNGS ADVISORY GROUP, INC.50.60KJun 30, 26--0.05%
Dakota Wealth Management50.03KJun 30, 26--0.05%
OPPENHEIMER & CO INC47.50KJun 30, 26-2.16K0.04%
CENTAURUS FINANCIAL, INC.47.06KJun 30, 26-680.04%
Avory & Company, LLC45.68KJun 30, 26--0.04%
Camelot Portfolios, LLC45.40KJun 30, 26--0.04%
Quantedge Capital Pte Ltd45.40KJun 30, 26+45.40K0.04%
SHIKIAR ASSET MANAGEMENT INC45.10KJun 30, 26--0.04%
Genesis Financial Group, LLC45.07KJun 30, 26+5290.04%
EVOLVE PRIVATE WEALTH, LLC44.95KJun 30, 26+44.95K0.04%
Sanctuary Advisors, LLC44.86KJun 30, 26+31.14K0.04%
B. Riley Wealth Advisors, Inc.44.80KJun 30, 26-1.07K0.04%
Stonebridge Financial Group, LLC/CA42.20KJun 30, 26+42.20K0.04%
David J Yvars Group41.83KJun 30, 26+10.80K0.04%
Twin Lakes Capital Management, LLC40.83KJun 30, 26+8440.04%
HighPoint Advisor Group LLC39.57KJun 30, 26-1.80K0.04%
CITIGROUP INC38.76KJun 30, 26+460.04%
MML INVESTORS SERVICES, LLC37.67KJun 30, 26+2.68K0.03%
Creative Planning35.05KJun 30, 26-6.88K0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33.09KJun 30, 26+4860.03%
Mariner, LLC31.71KJun 30, 26+4.65K0.03%
Arlington Capital Management, Inc.31.23KJun 30, 26+3810.03%
JANE STREET GROUP, LLC31.12KJun 30, 26-31.50K0.03%
CreativeOne Wealth, LLC30.38KJun 30, 26-4000.03%
COMMERCE BANK29.61KJun 30, 26--0.03%
Jacobi Capital Management LLC28.30KJun 30, 26-5380.03%
ROTHSCHILD INVESTMENT LLC27.20KJun 30, 26-6830.03%
Summit Financial, LLC26.99KJun 30, 26+370.02%
WILEY BROS.-AINTREE CAPITAL, LLC26.91KJun 30, 26+11.91K0.02%
Stratos Wealth Partners, LTD.26.20KJun 30, 26-3.73K0.02%
Almitas Capital LLC25.28KJun 30, 26+11.50K0.02%
Virtu Financial LLC24.61KJun 30, 26+24.61K0.02%
Cornerstone Advisory, LLC23.60KJun 30, 26+3.50K0.02%
Stratos Wealth Advisors, LLC23.00KJun 30, 26--0.02%
Janney Montgomery Scott LLC22.62KJun 30, 26-1.50K0.02%
Heritage Wealth Management, Inc.22.36KJun 30, 26--0.02%
Certified Advisory Corp22.15KJun 30, 26-70.02%
Capital CS Group, LLC22.09KJun 30, 26+4170.02%
KESTRA PRIVATE WEALTH SERVICES, LLC22.07KJun 30, 26-4.12K0.02%
Diversified Enterprises, LLC20.75KJun 30, 26+1420.02%
XTX Topco Ltd20.72KJun 30, 26+20.72K0.02%
Investment Management Trust, LLC20.57KJun 30, 26+4250.02%
Kestra Advisory Services, LLC20.56KJun 30, 26-83.80K0.02%
TRUIST FINANCIAL CORP20.29KJun 30, 26--0.02%
Cerity Partners LLC19.45KJun 30, 26--0.02%
FIFTH THIRD BANCORP19.43KJun 30, 26+9000.02%
VISTA INVESTMENT PARTNERS II, LLC19.10KJun 30, 26--0.02%
Modern Wealth Management, LLC18.95KJun 30, 26+500.02%
MERCER GLOBAL ADVISORS INC /ADV18.77KJun 30, 26-22.28K0.02%
CITADEL ADVISORS LLC18.66KJun 30, 26+18.66K0.02%
Sowell Financial Services LLC18.26KJun 30, 26+3780.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.88KJun 30, 26-8.37K0.02%
Allspring Global Investments Holdings, LLC17.28KJun 30, 26--0.02%
Regal Investment Advisors LLC17.25KJun 30, 26--0.02%
Cyndeo Wealth Partners, LLC17.00KJun 30, 26--0.02%
Tyche Wealth Partners LLC16.04KJun 30, 26+4.58K0.01%
Colony Group, LLC15.92KJun 30, 26--0.01%
CFO4Life Group, LLC15.17KJun 30, 26+3140.01%
NBC SECURITIES, INC.14.27KJun 30, 26--0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.14.15KJun 30, 26+14.15K0.01%
Fearless Solutions, LLC dba Best Invest13.53KJun 30, 26--0.01%
Medallion Wealth Advisors, LLC13.19KJun 30, 26-43.53K0.01%
WEST MICHIGAN ADVISORS, LLC12.87KJun 30, 26--0.01%
TMB Capital Partners, LLC12.64KJun 30, 26+2670.01%
VSM Wealth Advisory, LLC12.50KJun 30, 26--0.01%
Financial Alternatives, Inc12.47KJun 30, 26--0.01%
SAGESPRING WEALTH PARTNERS, LLC11.63KJun 30, 26+2430.01%
Old Mission Investment Co LLC11.57KJun 30, 26--0.01%
Ameritas Advisory Services, LLC11.57KJun 30, 26+7880.01%
CI Private Wealth, LLC11.53KJun 30, 26+11.53K0.01%
Integrated Wealth Concepts LLC11.40KJun 30, 26+750.01%
Kingsview Wealth Management, LLC11.36KJun 30, 26--0.01%
Busey Wealth Management11.11KJun 30, 26--0.01%
Detalus Advisors, LLC10.88KJun 30, 26--0.01%
HOWARD FINANCIAL SERVICES, LTD.10.87KJun 30, 26+10.87K0.01%
BOOTHBAY FUND MANAGEMENT, LLC10.76KJun 30, 26-4130.01%
Aptus Capital Advisors, LLC10.50KJun 30, 26+90.01%
GUARDIAN WEALTH ADVISORS, LLC / NC10.50KJun 30, 26+90.01%
SRS Capital Advisors, Inc.10.48KJun 30, 26+8.48K0.01%
DAVENPORT & Co LLC10.02KJun 30, 26-5.00K0.01%
Abel Hall, LLC10.00KJun 30, 26--0.01%
BARRETT & COMPANY, INC.6.60KJun 30, 26+4.35K0.01%
PRIVATE TRUST CO NA5.50KJun 30, 26--0.01%
Parkside Financial Bank & Trust4.50KJun 30, 26--0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC4.00KJun 30, 26+4.00K0.00%
UBS ASSET MANAGEMENT AMERICAS INC2.85KJun 30, 26--0.00%
Keating Financial Advisory Services, Inc.2.36KJun 30, 26+500.00%
CITY HOLDING CO2.25KJun 30, 26--0.00%
Quent Capital, LLC2.20KJun 30, 26+2.20K0.00%
HARBOR INVESTMENT ADVISORY, LLC1.93KJun 30, 26--0.00%
Cape Investment Advisory, Inc.1.56KJun 30, 26+1.56K0.00%
Financial Gravity Companies, Inc.1.50KJun 30, 26+1.50K0.00%
TSFG, LLC1.20KJun 30, 26+250.00%
Parallel Advisors, LLC1.19KJun 30, 26+250.00%
ESL Trust Services, LLC1.15KJun 30, 26--0.00%
ASSETMARK, INC1.09KJun 30, 26+1.09K0.00%
Axiom Investment Management LLC884Jun 30, 26+6510.00%
Pinnacle Bancorp, Inc.780Jun 30, 26--0.00%
Vermillion Wealth Management, Inc.747Jun 30, 26--0.00%
Caldwell Trust Co720Jun 30, 26--0.00%
SOA Wealth Advisors, LLC.694Jun 30, 26+140.00%
IFP Advisors, Inc613Jun 30, 26+6130.00%
AMERIFLEX GROUP, INC.525Jun 30, 26--0.00%
WHITTIER TRUST CO OF NEVADA INC335Jun 30, 26--0.00%
ORG Wealth Partners, LLC330Jun 30, 26+3300.00%
Buck Wealth Strategies, LLC300Jun 30, 26+3000.00%
Global Retirement Partners, LLC250Jun 30, 26+2500.00%
JPMORGAN CHASE & CO220Jun 30, 26--0.00%
Bernard Wealth Management Corp.205Jun 30, 26--0.00%
Decker Retirement Planning Inc.204Jun 30, 26+40.00%
JFS WEALTH ADVISORS, LLC100Jun 30, 26+1000.00%
Kilter Group LLC1Jun 30, 26-1.58K0.00%
MAI Capital Management--Jun 30, 26-9.33K--
CIBC Bancorp USA Inc.--Jun 30, 26-12.02K--
Tower Research Capital LLC (TRC)--Jun 30, 26-50--
Western Wealth Management, LLC--Jun 30, 26-9.98K--
Annex Advisory Services, LLC--Jun 30, 26-24.00K--
Independent Advisor Alliance--Jun 30, 26-14.88K--
GAMCO INVESTORS, INC. ET AL--Jun 30, 26-30.96K--
MILLENNIUM MANAGEMENT LLC--Jun 30, 26-66.36K--
NWF Advisory Services Inc.--Jun 30, 26-10.70K--
LVZ, Inc.--Jun 30, 26-15.49K--
IHT Wealth Management, LLC--Jun 30, 26-12.05K--
Advisory Services Network, LLC--Jun 30, 26-4.58K--
Claro Advisors LLC--Jun 30, 26-30.47K--
CWM, LLC4.95KMar 31, 26--0.00%
Financial Gravity Asset Management, Inc.1.50KMar 31, 26--0.00%
COMERICA BANK18.53KDec 31, 25-9180.02%
CIBC Private Wealth Group, LLC11.76KDec 31, 25+2520.01%
GPS Wealth Strategies Group, LLC--Dec 31, 25-8.49K--
Guerra Advisors Inc420Sep 30, 25+4200.00%
L.M. KOHN & COMPANY--Sep 30, 25-14.64K--
AVANTAX ADVISORY SERVICES, INC.35.23KJun 30, 25-5850.03%
Atria Wealth Solutions, Inc.15.11KJun 30, 25-7.12K0.01%
Sheaff Brock Investment Advisors, LLC59.45KMar 31, 25+220.05%
Keeley-Teton Advisors, LLC30.96KMar 31, 25--0.03%
CAROLINAS WEALTH CONSULTING LLC5.99KMar 31, 25-10.01%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-583--
RAYMOND JAMES & ASSOCIATES1.13MSep 30, 24-4.33K1.04%
Raymond James Financial Services Advisors, Inc.298.91KSep 30, 24+9510.28%
Diversified, LLC20.53KSep 30, 24-1.26K0.02%
Peterson Financial Group, Inc.1.31KSep 30, 24+1.31K0.00%
Gratus Capital LLC20.00KJun 30, 24+20.00K0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.2.92KJun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-2.00K--
Cetera Advisor Networks LLC127.08KMar 31, 24+4.47K0.12%
Cetera Advisors LLC16.06KMar 31, 24+4.54K0.01%
Retirement Group, LLC310Mar 31, 24--0.00%
ROTHSCHILD INVESTMENT CORP /IL33.92KSep 30, 23-3000.03%
Wealth Management Solutions, LLC17.46KSep 30, 23+9600.02%
V Wealth Advisors LLC--Sep 30, 23-13.49K--
GOFEN & GLOSSBERG LLC /IL/21.00KDec 31, 22--0.02%
CFO4Life, L.P.11.09KDec 31, 22+11.09K0.01%
American Portfolios Advisors20.75KSep 30, 22-7.30K0.02%
EATON VANCE MANAGEMENT10.61KSep 30, 22--0.01%
Fieldpoint Private Securities, LLC3.30KJun 30, 22--0.00%
Private Capital Group, LLC310Jun 30, 22--0.00%
Weather Gauge Advisory, LLC44.06KSep 30, 21-180.04%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV20.20KSep 30, 21+2.70K0.02%
Ameritas Investment Company, LLC16.50KSep 30, 21+7490.02%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC22.12KSep 30, 20-1.90K0.02%
FIDUCIARY TRUST INTERNATIONAL LLC203.66KJun 30, 20+3.39K0.19%
Advisor Group, Inc.84.81KDec 31, 19-48.29K0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.82.09KDec 31, 19-10.11K0.08%
BB&T SECURITIES, LLC20.34KSep 30, 19-2.73K0.02%
Global X Management CO LLC31.99KJun 30, 18+1.69K0.03%
NATIONAL PLANNING CORP--Dec 31, 17-16.47K--
Commonwealth Equity Services, Inc130.84KJun 30, 17-1.76K0.12%
FIRST FINANCIAL EQUITY CORPORATION20.56KMar 31, 17+20.56K0.02%
ARXIS SECURITIES LLC--Mar 31, 17-11.61K--
KEELEY ASSET MANAGEMENT CORP21.01KDec 31, 16+4430.02%
MSI Financial Services Inc12.28KDec 31, 16-4.97K0.01%
VSR Financial Services, Inc.--Jun 30, 16-24.55K--
Gupta Wealth Management LLC--Mar 31, 16-810--
Valentine Capital Asset Management, Inc.70.19KDec 31, 15-13.51K0.06%
Constellation Wealth Advisors, LLC1.10MSep 30, 15-45.90K1.02%
J.P. Turner & Co Capital Mnagement, LLC17.94KSep 30, 15+17.94K0.02%
MANAGED ACCOUNT ADVISORS LLC--Jun 30, 15-3--
COHEN & STEERS CAPITAL MANAGEMENT INC608.89KMar 31, 15+608.89K0.56%
STANCORP INVESTMENT ADVISERS INC1.42KMar 31, 15--0.00%
BOSTON PRIVATE BANK & TRUST CO1.02KMar 31, 15--0.00%
Placemark Investments, Inc.17.98KDec 31, 14-4840.02%
NEW ENGLAND SECURITIES CORP /MA/130Dec 31, 14--0.00%
UBS AG1.76MSep 30, 14+91.56K1.62%
OTA LLC57.82KJun 30, 14+57.82K0.05%
KMS FINANCIAL SERVICES, INC13.36KJun 30, 14-26.60K0.01%
STIFEL NICOLAUS & CO INC \MO\118.07KSep 30, 13+1.39K0.11%
KNIGHT CAPITAL GROUP LLC17.26KJun 30, 13+17.26K0.02%
First Allied Securities, Inc.23.90KJun 30, 12+7.30K0.02%
MERRIMAN, LLC--Sep 30, 11-58.00K--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC1.79MJun 30, 10+148.20K1.65%

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.