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Institutional Ownership

Top 146 Institutional Holders
HolderSharesDateChange% Held
ENVESTNET ASSET MANAGEMENT INC3.05MJun 30, 26+18.05K66.15%
JPMORGAN CHASE & CO1.45MJun 30, 26-67.42K31.51%
LPL Financial LLC851.86KJun 30, 26+78.64K18.46%
Envestnet Portfolio Solutions, Inc.588.54KJun 30, 26+7.76K12.76%
PARK AVENUE SECURITIES LLC290.84KJun 30, 26-4.97K6.30%
Lido Advisors, LLC268.17KJun 30, 26+37.33K5.81%
Cetera Investment Advisers200.32KJun 30, 26+5.75K4.34%
MML INVESTORS SERVICES, LLC160.24KJun 30, 26+26.33K3.47%
eCIO, Inc.135.35KJun 30, 26+135.35K2.93%
Janney Montgomery Scott LLC94.81KJun 30, 26+5.13K2.05%
COMMONWEALTH EQUITY SERVICES, LLC80.30KJun 30, 26-29.03K1.74%
ASSETMARK, INC75.09KJun 30, 26-71.63%
Archer Investment Management, LLC73.38KJun 30, 26+31.00K1.59%
GeoWealth Management, LLC70.38KJun 30, 26+17.49K1.53%
ROYAL BANK OF CANADA69.67KJun 30, 26+1.24K1.51%
Creative Planning68.11KJun 30, 26+2261.48%
SageView Advisory Group, LLC67.75KJun 30, 26+2931.47%
Avise Financial Cooperative, Inc.62.46KJun 30, 26-4.45K1.35%
Perigon Wealth Management, LLC51.69KJun 30, 26+5.70K1.12%
One Wealth Advisors, LLC48.66KJun 30, 26+3.08K1.05%
Affiance Financial, LLC41.94KJun 30, 26+7700.91%
Cambridge Investment Research Advisors, Inc.41.60KJun 30, 26+6.71K0.90%
Merit Financial Group, LLC40.34KJun 30, 26+4.45K0.87%
UNITED CAPITAL FINANCIAL ADVISERS, LLC40.11KJun 30, 26-5.49K0.87%
Horst & Graben Wealth Management LLC39.67KJun 30, 26+1.04K0.86%
Resources Investment Advisors, LLC.37.95KJun 30, 26+1.12K0.82%
Sharkey, Howes & Javer37.71KJun 30, 26-8730.82%
SUSQUEHANNA INTERNATIONAL GROUP, LLP37.55KJun 30, 26+2.67K0.81%
Bank of New York Mellon Corp35.88KJun 30, 26-8930.78%
Brinker Capital Investments, LLC35.75KJun 30, 26+3.79K0.77%
Buckingham Strategic Partners31.48KJun 30, 26+1.35K0.68%
Davis Wealth Advisors, LLC31.29KJun 30, 26+3.48K0.68%
CITADEL ADVISORS LLC28.46KJun 30, 26+1.78K0.62%
Steward Partners Investment Advisory, LLC25.70KJun 30, 26+3.67K0.56%
HighTower Advisors, LLC24.06KJun 30, 26-690.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21.62KJun 30, 26+21.62K0.47%
RAYMOND JAMES FINANCIAL INC20.61KJun 30, 26+2760.45%
Farther Finance Advisors, LLC19.29KJun 30, 26+4.42K0.42%
MGO ONE SEVEN LLC19.01KJun 30, 26+1420.41%
LexAurum Advisors, LLC18.93KJun 30, 26+3.91K0.41%
OpenArc Corporate Advisory, LLC18.05KJun 30, 26+3730.39%
Cerity Partners LLC17.93KJun 30, 26+6660.39%
Gerber Kawasaki Wealth & Investment Management17.72KJun 30, 26+5630.38%
Advisory Services Network, LLC17.09KJun 30, 26+4480.37%
RFG Advisory, LLC16.62KJun 30, 26+4120.36%
SAGESPRING WEALTH PARTNERS, LLC16.43KJun 30, 26+4220.36%
MERCER GLOBAL ADVISORS INC /ADV15.70KJun 30, 26+15.70K0.34%
Regal Investment Advisors LLC15.19KJun 30, 26+2470.33%
Integrated Wealth Concepts LLC14.04KJun 30, 26+1.59K0.30%
WILEY BROS.-AINTREE CAPITAL, LLC13.67KJun 30, 26+1.05K0.30%
Concurrent Investment Advisors, LLC12.86KJun 30, 26+1.18K0.28%
Snowden Capital Advisors LLC12.67KJun 30, 26+1.27K0.27%
Cassaday & Co Wealth Management LLC12.57KJun 30, 26--0.27%
ONE WEALTH CAPITAL MANAGEMENT, LLC12.18KJun 30, 26+1.28K0.26%
ADVISOR GROUP HOLDINGS, INC.12.07KJun 30, 26+2.12K0.26%
Keystone Financial Services11.93KJun 30, 26+1.28K0.26%
Pensionmark Financial Group, LLC11.88KJun 30, 26-7840.26%
KESTRA PRIVATE WEALTH SERVICES, LLC11.49KJun 30, 26+1.72K0.25%
EverSource Wealth Advisors, LLC11.35KJun 30, 26+2.01K0.25%
LIFELONG WEALTH ADVISORS, INC.10.83KJun 30, 26+6250.23%
Wealth Alliance10.42KJun 30, 26+980.23%
Gateway Wealth Partners, LLC9.91KJun 30, 26-2.22K0.21%
LifePlan Investment Advisors, Inc.9.87KJun 30, 26-2110.21%
FIDUCIARY FINANCIAL GROUP, LLC9.67KJun 30, 26+9.67K0.21%
THEORY FINANCIAL LLC9.41KJun 30, 26+5370.20%
DIVERSIFY WEALTH MANAGEMENT, LLC9.03KJun 30, 26-5500.20%
Diversify Advisory Services, LLC9.03KJun 30, 26+9.03K0.20%
RCS Financial Planning, LLC8.96KJun 30, 26+860.19%
Navigation Group, LLC8.86KJun 30, 26+5930.19%
MA Private Wealth8.72KJun 30, 26+8.72K0.19%
EQ LLC8.19KJun 30, 26-6360.18%
Cornerstone Planning Group LLC8.07KJun 30, 26+7730.17%
Savvy Advisors, Inc.8.06KJun 30, 26+8.06K0.17%
Pathstone Holdings, LLC7.92KJun 30, 26+7.92K0.17%
Ashton Thomas Private Wealth, LLC7.70KJun 30, 26+6.65K0.17%
Capital Analysts, LLC7.39KJun 30, 26+1.46K0.16%
TRUIST FINANCIAL CORP6.56KJun 30, 26--0.14%
Traveka Wealth, LLC6.49KJun 30, 26+6.49K0.14%
Oregon Pacific Wealth Management, LLC6.45KJun 30, 26+1310.14%
Focus Financial Network, Inc.6.28KJun 30, 26+6.28K0.14%
Advisor OS, LLC6.23KJun 30, 26+6.23K0.14%
MJP ASSOCIATES INC /ADV6.23KJun 30, 26+6.23K0.14%
WEALTHGARDEN F.S. LLC6.12KJun 30, 26-3880.13%
AE Wealth Management LLC6.06KJun 30, 26+2.42K0.13%
CreativeOne Wealth, LLC5.88KJun 30, 26+5.88K0.13%
Trilogy Capital Inc.5.77KJun 30, 26+5.77K0.13%
Cypress Wealth Services, LLC5.77KJun 30, 26+5.77K0.12%
Gen-Wealth Partners Inc5.68KJun 30, 26+4650.12%
Bison Wealth, LLC5.63KJun 30, 26+5.63K0.12%
Transamerica Financial Advisors, Inc.3.12KJun 30, 26+1.66K0.07%
Tower Research Capital LLC (TRC)3.10KJun 30, 26-13.28K0.07%
Larson Financial Group LLC3.10KJun 30, 26--0.07%
HARBOUR INVESTMENTS, INC.3.05KJun 30, 26-970.07%
Addison Advisors LLC3.04KJun 30, 26-2.27K0.07%
JFS WEALTH ADVISORS, LLC2.39KJun 30, 26--0.05%
Global Retirement Partners, LLC2.33KJun 30, 26+2.33K0.05%
FIFTH THIRD BANCORP2.20KJun 30, 26--0.05%
Founders Financial Alliance, LLC1.86KJun 30, 26+1.86K0.04%
StrongBox Wealth, LLC1.70KJun 30, 26+1.70K0.04%
Physician Wealth Advisors, Inc.1.69KJun 30, 26+1930.04%
Continuum Advisory, LLC1.31KJun 30, 26+1.31K0.03%
BlackRock, Inc.1.31KJun 30, 26+90.03%
UBS Group AG1.28KJun 30, 26+1.28K0.03%
FMR LLC1.21KJun 30, 26+5930.03%
SOA Wealth Advisors, LLC.1.06KJun 30, 26+1010.02%
PNC FINANCIAL SERVICES GROUP, INC.876Jun 30, 26-320.02%
Parallel Advisors, LLC747Jun 30, 26+7470.02%
Rossby Financial, LCC720Jun 30, 26-1810.02%
EFG International AG654Jun 30, 26-10.01%
Aptus Capital Advisors, LLC621Jun 30, 26--0.01%
Buck Wealth Strategies, LLC476Jun 30, 26+4760.01%
IFG Advisory, LLC476Jun 30, 26+4760.01%
First Bancorp, Inc /ME/446Jun 30, 26+4460.01%
NBT BANK N A /NY438Jun 30, 26+4380.01%
Godfrey Financial Associates, Inc.406Jun 30, 26--0.01%
MATHER GROUP, LLC.345Jun 30, 26+310.01%
Oakmont Advisory Group, LLC344Jun 30, 26+3440.01%
WealthShield Partners, LLC333Jun 30, 26+190.01%
WELLS FARGO & COMPANY/MN330Jun 30, 26+1770.01%
Kilter Group LLC286Jun 30, 26+100.01%
Commonwealth Retirement Investments LLC153Jun 30, 26+1530.00%
JONES FINANCIAL COMPANIES LLLP149Jun 30, 26+1490.00%
IFP Advisors, Inc140Jun 30, 26-1960.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC99Jun 30, 26+990.00%
CREATIVE FINANCIAL DESIGNS INC /ADV91Jun 30, 26+200.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO76Jun 30, 26+760.00%
Key Capital Management, INC41Jun 30, 26--0.00%
JANE STREET GROUP, LLC--Jun 30, 26-7.59K--
GTS SECURITIES LLC--Jun 30, 26-57.97K--
Estate Counselors, LLC--Jun 30, 26-13.05K--
Western Wealth Management, LLC--Jun 30, 26-159--
THRIVENT FINANCIAL FOR LUTHERANS--Jun 30, 26-82.52K--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-9.70K--
Investor's Fiduciary Advisor Network, LLC--Jun 30, 26-21.34K--
Atria Investments, Inc--Jun 30, 26-10.30K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-1.70K--
Raleigh Capital Management Inc.--Jun 30, 26-27--
Skyline Advisors, Inc.--Jun 30, 26-9.94K--
CVA Family Office, LLC--Jun 30, 26-288--
CWM, LLC156.71KMar 31, 26+5.60K3.40%
Charter Oak Capital Management, LLC7.79KMar 31, 26--0.17%
Sunbelt Securities, Inc.104Mar 31, 26--0.00%
Austin Private Wealth, LLC19.39KDec 31, 25+7.23K0.42%
COMERICA BANK2.60KDec 31, 25+9480.06%
BlackRock Inc.120.00KJun 30, 24--2.60%
BENJAMIN F. EDWARDS & COMPANY, INC.2.38KJun 30, 24+1.78K0.05%

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.