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Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 191 Institutional Holders
HolderSharesDateChange% Held
CX Institutional608Sep 30, 26-1110.01%
Central Pacific Bank - Trust Division11Sep 30, 26+40.00%
Fisher Asset Management, LLC3.03MJun 30, 26+272.79K42.05%
BlackRock, Inc.576.73KJun 30, 26+10.32K8.01%
Treasurer of the State of North Carolina388.83KJun 30, 26+388.83K5.40%
JPMORGAN CHASE & CO221.16KJun 30, 26+210.39K3.07%
Phoenix Holdings Ltd.215.30KJun 30, 26--2.99%
MORGAN STANLEY165.85KJun 30, 26+69.54K2.30%
PGIM Custom Harvest LLC139.48KJun 30, 26-2.01K1.94%
HighTower Advisors, LLC138.89KJun 30, 26+3.52K1.93%
BANK OF AMERICA CORP /DE/113.74KJun 30, 26+6821.58%
VAN ECK ASSOCIATES CORP75.02KJun 30, 26-68.16K1.04%
Banco Santander, S.A.75.00KJun 30, 26+1.37K1.04%
Federation des caisses Desjardins du Quebec70.02KJun 30, 26-5.66K0.97%
TriCert Investment Counsel Inc.60.96KJun 30, 26+60.96K0.85%
Wharton Business Group, LLC58.34KJun 30, 26--0.81%
LPL Financial LLC37.37KJun 30, 26+16.02K0.52%
Cambria Investment Management, L.P.36.34KJun 30, 26-19.60K0.50%
COMMONWEALTH EQUITY SERVICES, LLC30.57KJun 30, 26+1.88K0.42%
WELLS FARGO & COMPANY/MN29.89KJun 30, 26+2850.42%
SUSQUEHANNA INTERNATIONAL GROUP, LLP28.73KJun 30, 26+8.60K0.40%
UBS Group AG19.63KJun 30, 26+2.24K0.27%
Quantinno Capital Management LP19.14KJun 30, 26+1.51K0.27%
GTS SECURITIES LLC18.11KJun 30, 26+18.11K0.25%
RAYMOND JAMES FINANCIAL INC16.95KJun 30, 26-109.30K0.24%
AMERIPRISE FINANCIAL INC16.79KJun 30, 26-34.31K0.23%
ROYAL BANK OF CANADA15.21KJun 30, 26-1320.21%
GOLDMAN SACHS GROUP INC14.58KJun 30, 26+10.01K0.20%
VIAWEALTH, LLC12.54KJun 30, 26+6200.17%
Cambridge Investment Research Advisors, Inc.12.22KJun 30, 26-5090.17%
FLOW TRADERS U.S. LLC9.62KJun 30, 26+2.94K0.13%
Slow Capital, Inc.9.35KJun 30, 26-2.00K0.13%
CIBC WORLD MARKET INC.8.78KJun 30, 26+2.43K0.12%
Buttonwood Financial Group, LLC8.65KJun 30, 26+9160.12%
CITADEL ADVISORS LLC8.50KJun 30, 26-64.81K0.12%
NTV ASSET MANAGEMENT LLC8.10KJun 30, 26-3000.11%
Intesa Sanpaolo Wealth Management8.00KJun 30, 26--0.11%
JONES FINANCIAL COMPANIES LLLP6.33KJun 30, 26+1.75K0.09%
Gladstone Institutional Advisory LLC6.02KJun 30, 26+2.98K0.08%
ENVESTNET ASSET MANAGEMENT INC5.69KJun 30, 26-8890.08%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.5.65KJun 30, 26+20.08%
Baker Avenue Asset Management, LP5.47KJun 30, 26-3860.08%
Equitable Holdings, Inc.5.22KJun 30, 26+1740.07%
SRS Capital Advisors, Inc.5.03KJun 30, 26+4.85K0.07%
DECISION INVESTMENTS, INC4.56KJun 30, 26+270.06%
ADVISOR GROUP HOLDINGS, INC.4.41KJun 30, 26+1670.06%
FIFTH THIRD BANCORP4.33KJun 30, 26-180.06%
Mariner, LLC4.33KJun 30, 26-430.06%
Total Clarity Wealth Management, Inc.4.24KJun 30, 26-60.06%
Avantax Planning Partners, Inc.4.21KJun 30, 26--0.06%
Advisory Services Network, LLC4.18KJun 30, 26-3250.06%
Sigma Planning Corp3.66KJun 30, 26+40.05%
Investor's Fiduciary Advisor Network, LLC3.29KJun 30, 26-580.05%
Sanctuary Advisors, LLC2.90KJun 30, 26-1180.04%
JANE STREET GROUP, LLC2.78KJun 30, 26-46.85K0.04%
Wealth Management Partners, LLC2.68KJun 30, 26+1670.04%
NORTHERN TRUST CORP2.66KJun 30, 26--0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.61KJun 30, 26+1660.04%
FMR LLC2.57KJun 30, 26+5390.04%
Cetera Investment Advisers2.56KJun 30, 26-480.04%
Riggs Asset Managment Co. Inc.2.44KJun 30, 26+820.03%
Vestmark Advisory Solutions, Inc.2.41KJun 30, 26+1.28K0.03%
Kovack Advisors, Inc.2.34KJun 30, 26+20.03%
Private Advisor Group, LLC2.29KJun 30, 26-3890.03%
HRT FINANCIAL LP2.18KJun 30, 26+2.18K0.03%
FULCRUM WEALTH ADVISORS, LLC2.15KJun 30, 26+2.15K0.03%
KCM INVESTMENT ADVISORS LLC2.09KJun 30, 26+2.09K0.03%
Savvy Advisors, Inc.2.04KJun 30, 26-1.24K0.03%
BANK OF MONTREAL /CAN/1.92KJun 30, 26+1.92K0.03%
Jupiter Topco LLC1.87KJun 30, 26+1.87K0.03%
Gotham Asset Management, LLC1.57KJun 30, 26--0.02%
CAPTRUST FINANCIAL ADVISORS1.52KJun 30, 26+1140.02%
BESSEMER GROUP INC1.52KJun 30, 26-3790.02%
NATIONAL BANK OF CANADA /FI/1.43KJun 30, 26-1140.02%
INGALLS & SNYDER LLC1.33KJun 30, 26--0.02%
Holistic Planning, LLC1.28KJun 30, 26-1190.02%
Front Row Advisors LLC1.27KJun 30, 26-700.02%
BUCKHEAD CAPITAL MANAGEMENT LLC1.24KJun 30, 26--0.02%
Plancorp, LLC1.18KJun 30, 26--0.02%
Castleview Partners, LLC1.15KJun 30, 26+1.15K0.02%
Mount Yale Investment Advisors, LLC1.13KJun 30, 26--0.02%
BURKE & HERBERT BANK & TRUST CO1.08KJun 30, 26+1.08K0.02%
Cerity Partners LLC1.06KJun 30, 26+1.06K0.01%
Empirical Asset Management, LLC1.05KJun 30, 26+1.05K0.01%
CI Private Wealth, LLC1.05KJun 30, 26+1.05K0.01%
MontVue Capital Management, Inc.1.05KJun 30, 26+1.05K0.01%
HSBC HOLDINGS PLC1.03KJun 30, 26+1.03K0.01%
Astoria Portfolio Advisors LLC.1.01KJun 30, 26+1.01K0.01%
Strategies Wealth Advisors, LLC1.01KJun 30, 26+1.01K0.01%
Prime Capital Investment Advisors, LLC1.00KJun 30, 26+1.00K0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC1.00KJun 30, 26--0.01%
TUCKER ASSET MANAGEMENT LLC950Jun 30, 26+6970.01%
Nalls Sherbakoff Group, LLC666Jun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV593Jun 30, 26+5930.01%
Provident Wealth Management, LLC500Jun 30, 26--0.01%
Farther Finance Advisors, LLC383Jun 30, 26+20.01%
UBS ASSET MANAGEMENT AMERICAS INC367Jun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO362Jun 30, 26+2420.01%
Rockefeller Capital Management L.P.359Jun 30, 26-7990.00%
LOM Asset Management Ltd343Jun 30, 26--0.00%
Spire Wealth Management300Jun 30, 26--0.00%
AE Wealth Management LLC297Jun 30, 26+10.00%
Integrated Wealth Concepts LLC289Jun 30, 26+2890.00%
ASSETMARK, INC259Jun 30, 26+650.00%
US BANCORP \DE\250Jun 30, 26--0.00%
Capital Investment Counsel, Inc247Jun 30, 26--0.00%
Allworth Financial LP226Jun 30, 26-540.00%
Clearstead Advisors, LLC200Jun 30, 26--0.00%
Ashton Thomas Private Wealth, LLC200Jun 30, 26--0.00%
ANGELES WEALTH MANAGEMENT, LLC161Jun 30, 26+1610.00%
Wellington Grp LLC153Jun 30, 26--0.00%
LRI Investments, LLC150Jun 30, 26+1500.00%
Migdal Insurance & Financial Holdings Ltd.147Jun 30, 26--0.00%
SBI Securities Co., Ltd.134Jun 30, 26--0.00%
NBC SECURITIES, INC.131Jun 30, 26--0.00%
WELLINGTON-ALTUS USA INC.131Jun 30, 26--0.00%
TD Waterhouse Canada Inc.126Jun 30, 26+470.00%
HARBOUR INVESTMENTS, INC.116Jun 30, 26+1160.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC108Jun 30, 26-660.00%
Parallel Advisors, LLC89Jun 30, 26--0.00%
AlphaCore Capital LLC83Jun 30, 26-280.00%
NewEdge Advisors, LLC67Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC62Jun 30, 26--0.00%
Darwin Wealth Management, LLC56Jun 30, 26--0.00%
Newbridge Financial Services Group, Inc.50Jun 30, 26--0.00%
Rachor Investment Advisory Services, LLC48Jun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.47Jun 30, 26-380.00%
Quaker Wealth Management, LLC46Jun 30, 26--0.00%
Russell Investments Group, Ltd.46Jun 30, 26-180.00%
Capital Investment Advisory Services, LLC45Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.43Jun 30, 26+430.00%
DecisionPoint Financial, LLC14Jun 30, 26--0.00%
Central Pacific Bank - Trust Division7Jun 30, 26--0.00%
TRUST CO OF TOLEDO NA /OH/6Jun 30, 26--0.00%
Mondrian Investment Partners LTD4Jun 30, 26+40.00%
PKS Advisory Services, LLC--Jun 30, 26-2.40K--
Sunflower Bank, N.A.--Jun 30, 26-2.38K--
SIMPLEX TRADING, LLC--Jun 30, 26-70--
Root Financial Partners, LLC--Jun 30, 26-22--
Belpointe Asset Management LLC--Jun 30, 26-1.75K--
GLENMEDE TRUST CO NA--Jun 30, 26-285--
Sound Income Strategies, LLC--Jun 30, 26-66--
Qube Research & Technologies Ltd--Jun 30, 26-487--
Community Financial Services Group, LLC--Jun 30, 26-126--
Key FInancial Inc--Jun 30, 26-64--
Interchange Capital Partners, LLC--Jun 30, 26-2.71K--
Advyzon Investment Management, LLC--Jun 30, 26-3.73K--
U.S. Capital Wealth Advisors, LLC4.74KMar 31, 26+2250.07%
Richard Bernstein Advisors LLC1.96KMar 31, 26-1.98K0.03%
CWM, LLC1.19KMar 31, 26-480.02%
COMERICA BANK3.54KDec 31, 25-5230.05%
CIBC Private Wealth Group, LLC100Dec 31, 25--0.00%
NAPA WEALTH MANAGEMENT6.13KSep 30, 25+6.13K0.09%
Glenmede Investment Management, LP842Sep 30, 25-8330.01%
Aveo Capital Partners, LLC--Mar 31, 25-25.71K--
TrinityPoint Wealth, LLC--Dec 31, 24-1.42K--
RAYMOND JAMES & ASSOCIATES3.09KSep 30, 24+7930.04%
SYSTM Wealth Solutions LLC22Sep 30, 24+130.00%
BlackRock Inc.444.07KJun 30, 24-13.78K6.17%
Cetera Advisors LLC1.72KMar 31, 24+1.72K0.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC--Mar 31, 24-6.81K--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.3.25KSep 30, 23+3.25K0.05%
Vigilant Capital Management, LLC590Jun 30, 23-200.01%
Kistler-Tiffany Companies, LLC109Jun 30, 23+1090.00%
Covington Capital Management275Sep 30, 22-3300.00%
EATON VANCE MANAGEMENT--Sep 30, 22-2.18K--
EXANE DERIVATIVES355Jun 30, 22--0.00%
NEXT Financial Group, Inc3.39KDec 31, 21-2320.05%
REILLY FINANCIAL ADVISORS, LLC100Dec 31, 21--0.00%
Carroll Financial Associates, Inc.65Dec 31, 21--0.00%
PICTET ASSET MANAGEMENT LTD2.75KJun 30, 21-9.05K0.04%
QUANTUM CAPITAL MANAGEMENT2.79KSep 30, 20-890.04%
Stearns Financial Services Group475Sep 30, 20--0.01%
InterOcean Capital, LLC--Jun 30, 20-31.77K--
Advisor Group, Inc.2.80KDec 31, 19-7640.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.638Dec 31, 19-3330.01%
Peachtree Investment Advisors, Inc.3.02KDec 31, 18--0.04%
BARING ASSET MANAGEMENT Ltd13.74KSep 30, 17--0.19%
Commonwealth Equity Services, Inc24.44KJun 30, 17+2.09K0.34%
Virtu KCG Holdings LLC3.76KJun 30, 17-13.29K0.05%
MSI Financial Services Inc362Dec 31, 16-1240.01%
Argentus Capital Management, LLC--Dec 31, 16-673--
EDMOND DE ROTHSCHILD (SUISSE) S.A.727Sep 30, 16--0.01%
SOCIETE GENERALE29.05KJun 30, 16+29.05K0.40%
Gupta Wealth Management LLC90Mar 31, 16--0.00%
Lombard Odier & Cie (Bahamas) Ltd498Sep 30, 15--0.01%
Placemark Investments, Inc.16.44KDec 31, 14+2.40K0.23%
UBS AG58.56KSep 30, 14-20.14K0.81%
KNIGHT CAPITAL GROUP LLC13.72KJun 30, 13+8.77K0.19%
First Allied Securities, Inc.1.53KJun 30, 12-1000.02%
RBC Dominion Securities Inc.6.34KDec 31, 08+4.07K0.09%

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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.