EVT

Institutional Ownership

Top 234 Institutional Holders
HolderSharesDateChange% Held
RAYMOND JAMES FINANCIAL INC1.01MMar 31, 26+11.01K1.36%
MORGAN STANLEY973.34KMar 31, 26+26.39K1.31%
UBS Group AG892.77KMar 31, 26+54.07K1.20%
1607 Capital Partners, LLC841.58KMar 31, 26+51.46K1.13%
McGowan Group Asset Management, Inc.784.80KMar 31, 26+1.21K1.05%
Joel Isaacson & Co., LLC731.95KMar 31, 26-13.30K0.98%
WELLS FARGO & COMPANY/MN728.62KMar 31, 26+11.85K0.98%
LPL Financial LLC523.14KMar 31, 26+17.18K0.70%
Stratos Wealth Partners, LTD.458.96KMar 31, 26+12.61K0.62%
Karpus Management, Inc.416.38KMar 31, 26-13.90K0.56%
GUGGENHEIM CAPITAL LLC396.50KMar 31, 26+17.79K0.53%
Kingstone Capital Partners Texas, LLC341.63KMar 31, 26+32.50K0.46%
ADVISOR GROUP HOLDINGS, INC.298.30KMar 31, 26+29.31K0.40%
Advisors Asset Management, Inc.268.38KMar 31, 26+2.81K0.36%
AMERIPRISE FINANCIAL INC255.47KMar 31, 26-105.15K0.34%
Private Advisor Group, LLC213.80KMar 31, 26+7.60K0.29%
Rockefeller Capital Management L.P.193.50KMar 31, 26-12.59K0.26%
ROYAL BANK OF CANADA189.54KMar 31, 26-34.04K0.25%
FIRST TRUST ADVISORS LP153.16KMar 31, 26+7.28K0.21%
Steward Partners Investment Advisory, LLC152.01KMar 31, 26+56.75K0.20%
Cetera Investment Advisers150.90KMar 31, 26+2510.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC146.21KMar 31, 26-47.29K0.20%
WILEY BROS.-AINTREE CAPITAL, LLC140.18KMar 31, 26+6.08K0.19%
COMMONWEALTH EQUITY SERVICES, LLC127.49KMar 31, 26+7.94K0.17%
Spire Wealth Management121.61KMar 31, 26+6.37K0.16%
Formidable Asset Management, LLC113.69KMar 31, 26-18.79K0.15%
MRA Advisory Group87.43KMar 31, 26+1.01K0.12%
Sanctuary Advisors, LLC85.43KMar 31, 26+4350.11%
Accel Wealth Management82.63KMar 31, 26-6490.11%
1776 Wealth LLC76.29KMar 31, 26--0.10%
Cambridge Investment Research Advisors, Inc.75.76KMar 31, 26+7380.10%
Allspring Global Investments Holdings, LLC69.98KMar 31, 26+28.43K0.09%
Shaker Financial Services, LLC62.33KMar 31, 26-108.98K0.08%
HighTower Advisors, LLC57.66KMar 31, 26+2.37K0.08%
EverSource Wealth Advisors, LLC57.20KMar 31, 26+56.45K0.08%
PNC FINANCIAL SERVICES GROUP, INC.56.28KMar 31, 26+36.54K0.08%
Janney Montgomery Scott LLC52.17KMar 31, 26+1.78K0.07%
TWO SIGMA INVESTMENTS, LP50.31KMar 31, 26-59.25K0.07%
STIFEL FINANCIAL CORP48.80KMar 31, 26-2.98K0.07%
Meridian Wealth Management, LLC45.07KMar 31, 26+2670.06%
MML INVESTORS SERVICES, LLC44.48KMar 31, 26-2.99K0.06%
Mariner, LLC39.89KMar 31, 26-4.67K0.05%
Founders Financial Alliance, LLC38.54KMar 31, 26+2.30K0.05%
Samalin Investment Counsel, LLC36.70KMar 31, 26+36.70K0.05%
HOLLENCREST CAPITAL MANAGEMENT35.45KMar 31, 26-1.91K0.05%
Prospera Financial Services Inc34.15KMar 31, 26+2.33K0.05%
Richmond Investment Services, LLC30.78KMar 31, 26-2.67K0.04%
CI Private Wealth, LLC27.14KMar 31, 26+3050.04%
Creative Planning27.04KMar 31, 26+5400.04%
Sowell Financial Services LLC26.80KMar 31, 26--0.04%
Baird Financial Group, Inc.25.79KMar 31, 26-2990.03%
Cornerstone Wealth Management, LLC25.52KMar 31, 26+7320.03%
Live Oak Private Wealth LLC24.59KMar 31, 26--0.03%
DENVER WEALTH MANAGEMENT, INC.24.03KMar 31, 26+2.10K0.03%
COMMONS CAPITAL, LLC22.56KMar 31, 26+6.53K0.03%
AQR CAPITAL MANAGEMENT LLC22.50KMar 31, 26--0.03%
SILVERLAKE WEALTH MANAGEMENT LLC21.77KMar 31, 26--0.03%
Snowden Capital Advisors LLC21.65KMar 31, 26-1.65K0.03%
Colony Group, LLC20.45KMar 31, 26+1.62K0.03%
SHIKIAR ASSET MANAGEMENT INC20.00KMar 31, 26--0.03%
Summit Investment Advisory Services, LLC19.59KMar 31, 26+1340.03%
INSIGNEO ADVISORY SERVICES, LLC19.50KMar 31, 26--0.03%
Prime Capital Investment Advisors, LLC19.49KMar 31, 26-2.22K0.03%
JGP Wealth Management, LLC18.94KMar 31, 26--0.03%
DAVENPORT & Co LLC18.60KMar 31, 26-3000.02%
Kovack Advisors, Inc.17.14KMar 31, 26--0.02%
AlphaCore Capital LLC16.93KMar 31, 26+610.02%
Summit Financial, LLC16.74KMar 31, 26-2900.02%
Wealth Alliance Advisory Group, LLC16.64KMar 31, 26--0.02%
ENVESTNET ASSET MANAGEMENT INC16.18KMar 31, 26+3.36K0.02%
Heritage Trust Co15.88KMar 31, 26--0.02%
FIDUCIARY TRUST CO15.05KMar 31, 26-4100.02%
Sound Income Strategies, LLC15.03KMar 31, 26--0.02%
Independent Advisor Alliance14.20KMar 31, 26+14.20K0.02%
Cerity Partners LLC13.71KMar 31, 26-1610.02%
Johnson & White Wealth Management, LLC13.52KMar 31, 26-4330.02%
Pensionmark Financial Group, LLC13.16KMar 31, 26+90.02%
Abel Hall, LLC13.00KMar 31, 26--0.02%
Stonebridge Financial Planning Group, LLC13.00KMar 31, 26--0.02%
Concurrent Investment Advisors, LLC12.90KMar 31, 26+7590.02%
OPPENHEIMER & CO INC12.67KMar 31, 26+840.02%
Financial Security Advisor, Inc.12.50KMar 31, 26+2450.02%
North Star Investment Management Corp.12.33KMar 31, 26+240.02%
CWM, LLC12.10KMar 31, 26+1900.02%
KESTRA PRIVATE WEALTH SERVICES, LLC11.97KMar 31, 26+700.02%
Calamos Advisors LLC11.92KMar 31, 26-8.84K0.02%
RFG Advisory, LLC11.76KMar 31, 26-4.98K0.02%
WEDBUSH SECURITIES INC11.73KMar 31, 26+2.46K0.02%
Simplicity Wealth,LLC11.47KMar 31, 26--0.02%
Kingsview Wealth Management, LLC11.35KMar 31, 26--0.02%
Dynamic Advisor Solutions LLC10.77KMar 31, 26-1000.01%
HANCOCK WHITNEY CORP10.66KMar 31, 26-8660.01%
HBK Sorce Advisory LLC10.65KMar 31, 26+10.65K0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC10.00KMar 31, 26--0.01%
Cresset Asset Management, LLC9.84KMar 31, 26+1900.01%
NorthStar Asset Management LLC /NJ/9.34KMar 31, 26+3850.01%
COOPER/HAIMS ADVISORS, LLC9.14KMar 31, 26--0.01%
Dakota Wealth Management9.01KMar 31, 26--0.01%
VISTA INVESTMENT PARTNERS II, LLC8.50KMar 31, 26--0.01%
VAUGHAN DAVID INVESTMENTS LLC/IL8.37KMar 31, 26+8.37K0.01%
Allworth Financial LP8.26KMar 31, 26-1.60K0.01%
PRIVATE TRUST CO NA5.24KMar 31, 26+330.01%
FIFTH THIRD BANCORP5.20KMar 31, 26+5.20K0.01%
NBC SECURITIES, INC.4.85KMar 31, 26--0.01%
HARBOUR INVESTMENTS, INC.3.45KMar 31, 26--0.00%
Investors Research Corp3.15KMar 31, 26--0.00%
CoreCap Advisors, LLC3.12KMar 31, 26-1.00K0.00%
Noble Wealth Management PBC3.04KMar 31, 26+3.04K0.00%
N.E.W. Advisory Services LLC3.02KMar 31, 26+1.00K0.00%
Bank & Trust Co2.73KMar 31, 26--0.00%
Salomon & Ludwin, LLC2.15KMar 31, 26--0.00%
Golden State Equity Partners2.05KMar 31, 26+2.05K0.00%
BOK Financial Private Wealth, Inc.1.72KMar 31, 26--0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1.59KMar 31, 26-5.67K0.00%
GAMMA Investing LLC1.50KMar 31, 26--0.00%
IFP Advisors, Inc1.50KMar 31, 26-2000.00%
Farther Finance Advisors, LLC916Mar 31, 26+30.00%
OLD POINT TRUST & FINANCIAL SERVICES N A901Mar 31, 26--0.00%
Atlantic Union Bankshares Corp800Mar 31, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC577Mar 31, 26+110.00%
Kilter Group LLC500Mar 31, 26+5000.00%
Community Financial Services Group, LLC500Mar 31, 26+5000.00%
MAI Capital Management492Mar 31, 26--0.00%
Bruce G. Allen Investments, LLC425Mar 31, 26+4250.00%
Vermillion Wealth Management, Inc.417Mar 31, 26-360.00%
Advisory Services Network, LLC300Mar 31, 26+3000.00%
SMH CAPITAL ADVISORS INC221Mar 31, 26-8.80K0.00%
Rossby Financial, LCC213Mar 31, 26+2130.00%
US BANCORP \DE\204Mar 31, 26+2040.00%
Kennebec Savings Bank196Mar 31, 26-3930.00%
ASSETMARK, INC168Mar 31, 26--0.00%
BlackRock, Inc.1Mar 31, 26+10.00%
HUNTINGTON NATIONAL BANK1Mar 31, 26--0.00%
Kestra Advisory Services, LLC--Mar 31, 26-5.60K--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC--Mar 31, 26-88.67K--
HIGHLINE WEALTH PARTNERS LLC--Mar 31, 26-150--
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-3.27K--
Murphy, Middleton, Hinkle & Parker, Inc.--Mar 31, 26-6.09K--
Xcel Wealth Management, LLC--Mar 31, 26-8.12K--
Next Level Private LLC--Mar 31, 26-7.98K--
FIRST HORIZON CORP--Mar 31, 26-1.00K--
ST GERMAIN D J CO INC--Mar 31, 26-293--
Oakworth Capital, Inc.--Mar 31, 26-1.01K--
JANE STREET GROUP, LLC--Mar 31, 26-13.51K--
WOLVERINE ASSET MANAGEMENT LLC--Mar 31, 26-52.21K--
Logan Stone Capital, LLC--Mar 31, 26-29.22K--
RAYMOND JAMES FINANCIAL INC1.00MDec 31, 25+115.92K1.35%
MORGAN STANLEY946.95KDec 31, 25+6.11K1.27%
BANK OF AMERICA CORP /DE/916.38KDec 31, 25-18.86K1.23%
1607 Capital Partners, LLC790.12KDec 31, 25-6.90K1.06%
Karpus Management, Inc.430.28KDec 31, 25-182.67K0.58%
GUGGENHEIM CAPITAL LLC378.71KDec 31, 25+1.30K0.51%
AMERIPRISE FINANCIAL INC360.62KDec 31, 25+10.99K0.48%
Rockefeller Capital Management L.P.206.09KDec 31, 25-3.08K0.28%
WILEY BROS.-AINTREE CAPITAL, LLC134.10KDec 31, 25+71.41K0.18%
Mariner, LLC44.56KDec 31, 25+3.08K0.06%
Logan Stone Capital, LLC29.22KDec 31, 25+29.22K0.04%
CI Private Wealth, LLC26.83KDec 31, 25-9340.04%
Baird Financial Group, Inc.26.09KDec 31, 25+1000.03%
AQR CAPITAL MANAGEMENT LLC22.50KDec 31, 25--0.03%
Colony Group, LLC18.84KDec 31, 25+1.97K0.03%
AlphaCore Capital LLC16.86KDec 31, 25+3.28K0.02%
NewEdge Advisors, LLC16.05KDec 31, 25+1.71K0.02%
FIDUCIARY TRUST CO15.46KDec 31, 25--0.02%
Cerity Partners LLC13.87KDec 31, 25+2.02K0.02%
CWM, LLC11.91KDec 31, 25-5730.02%
HANCOCK WHITNEY CORP11.53KDec 31, 25+8660.02%
MGB Wealth Management, LLC11.47KDec 31, 25--0.02%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC10.00KDec 31, 25--0.01%
Allworth Financial LP9.86KDec 31, 25-2.13K0.01%
Cresset Asset Management, LLC9.64KDec 31, 25+1910.01%
COMERICA BANK5.20KDec 31, 25-3.94K0.01%
Parvin Asset Management, LLC2.35KDec 31, 25--0.00%
ORG Partners LLC1.74KDec 31, 25--0.00%
CIBC Private Wealth Group, LLC1.20KDec 31, 25--0.00%
MARYLAND CAPITAL ADVISORS INC.933Dec 31, 25+9330.00%
MAI Capital Management492Dec 31, 25--0.00%
SageView Advisory Group, LLC263Dec 31, 25+2630.00%
Advisory Services Network, LLC--Dec 31, 25-2.10K--
AVANTAX ADVISORY SERVICES, INC.19.91KJun 30, 25+6080.03%
Atria Wealth Solutions, Inc.13.71KJun 30, 25+2.06K0.02%
Private Portfolio Partners LLC10.15KDec 31, 24--0.01%
AlphaMark Advisors, LLC3.00KDec 31, 24--0.00%
RAYMOND JAMES & ASSOCIATES338.92KSep 30, 24-7.19K0.45%
Raymond James Financial Services Advisors, Inc.313.71KSep 30, 24+10.09K0.42%
LifePro Asset Management11.47KSep 30, 24--0.02%
RAYMOND JAMES TRUST N.A.8.49KSep 30, 24+8.49K0.01%
Flow State Investments, L.P.--Sep 30, 24-79.71K--
BUCKINGHAM STRATEGIC WEALTH, LLC16.19KJun 30, 24--0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.500Jun 30, 24--0.00%
Cetera Advisor Networks LLC61.11KMar 31, 24+5.82K0.08%
Cetera Advisors LLC21.34KMar 31, 24+5.79K0.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.151.44KSep 30, 23+6.70K0.20%
Endurance Wealth Management, Inc.2.50KJun 30, 23--0.00%
Ahrens Investment Partners LLC200Mar 31, 23+2000.00%
TRUSTCORE FINANCIAL SERVICES, LLC16Dec 31, 22+160.00%
EATON VANCE MANAGEMENT31.38KSep 30, 22--0.04%
Strategic Asset Management, LLC800Sep 30, 22--0.00%
FourThought Financial, LLC132Sep 30, 22+1320.00%
American Portfolios Advisors--Sep 30, 22-1.26K--
Barrett Asset Management, LLC--Mar 31, 22-1.10K--
NEXT Financial Group, Inc3.40KDec 31, 21+2020.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV13.11KSep 30, 21+2.20K0.02%
Sonora Investment Management, LLC400Sep 30, 21--0.00%
FormulaFolio Investments, LLC1.08KJun 30, 21--0.00%
TCF National Bank11.00KMar 31, 21--0.01%
OLD MISSION CAPITAL, LLC11.00KDec 31, 20+11.00K0.01%
Jolley Asset Management, LLC24.59KMar 31, 20--0.03%
Advisor Group, Inc.113.72KDec 31, 19-21.94K0.15%
LADENBURG THALMANN FINANCIAL SERVICES INC.90.97KDec 31, 19-2.15K0.12%
CAPITAL ONE, NATIONAL ASSOCIATION9.60KDec 31, 19+9.60K0.01%
Capital One Investing, Inc.11.00KSep 30, 19-9.30K0.01%
SUNTRUST BANKS INC8.68KSep 30, 19+8.68K0.01%
CHEMICAL BANK11.00KJun 30, 19--0.01%
Lourd Capital, LLC10.62KJun 30, 19--0.01%
HL FINANCIAL SERVICES LLC9.10KMar 31, 19+9.10K0.01%
NEXT Financial Holdings105Mar 31, 19+1050.00%
KHP Capital, LLC20.47KSep 30, 18--0.03%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-11.33K--
NATIONAL PLANNING CORP--Dec 31, 17-20.70K--
Commonwealth Equity Services, Inc111.50KJun 30, 17-6260.15%
MSI Financial Services Inc34.84KDec 31, 16+1.34K0.05%
WESTPORT RESOURCES MANAGEMENT INC1.00KSep 30, 16--0.00%
VSR Financial Services, Inc.--Jun 30, 16-26.79K--
Gupta Wealth Management LLC--Mar 31, 16-1.70K--
Pinnacle Summer Investments, Inc.214Dec 31, 15+2140.00%
MANAGED ACCOUNT ADVISORS LLC--Jun 30, 15-13--
COHEN & STEERS CAPITAL MANAGEMENT INC1.20MMar 31, 15+1.20M1.60%
NEW ENGLAND SECURITIES CORP /MA/1.27KDec 31, 14-4400.00%
UBS AG1.22MSep 30, 14+103.94K1.64%
STIFEL NICOLAUS & CO INC \MO\32.73KSep 30, 13+5.01K0.04%
KNIGHT CAPITAL GROUP LLC61.76KJun 30, 13+39.22K0.08%
First Allied Securities, Inc.7.61KJun 30, 12-1.02K0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC382.15KJun 30, 10-85.35K0.51%