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Institutional Ownership

Top 130 Institutional Holders
HolderSharesDateChange% Held
TRUIST FINANCIAL CORP49.02KSep 30, 26+5451.46%
MGO ONE SEVEN LLC15.48KSep 30, 26+1.46K0.46%
Serenity Investment Advisors9.63KSep 30, 26+8.52K0.29%
Certified Advisory Corp7.20KSep 30, 26+5000.22%
WILLNER & HELLER, LLC6.14KSep 30, 26-3580.18%
OPPENHEIMER & CO INC3.32KSep 30, 26+4750.10%
Aviance Capital Partners, LLC2.98KSep 30, 26--0.09%
CULLEN/FROST BANKERS, INC.1.49KSep 30, 26+1.17K0.04%
Advocate Investing Services LLC434Sep 30, 26--0.01%
LANARK FINANCIAL, INC.170Sep 30, 26--0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.--Sep 30, 26-231--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Sep 30, 26-884--
MORGAN STANLEY277.57KJun 30, 26+35.12K8.29%
LPL Financial LLC276.50KJun 30, 26+78.56K8.25%
WELLS FARGO & COMPANY/MN212.49KJun 30, 26+37.47K6.34%
RAYMOND JAMES FINANCIAL INC125.70KJun 30, 26+32.12K3.75%
COMMONWEALTH EQUITY SERVICES, LLC68.73KJun 30, 26+7.89K2.05%
JONES FINANCIAL COMPANIES LLLP61.71KJun 30, 26+32.20K1.84%
GOLDMAN SACHS GROUP INC50.00KJun 30, 26--1.49%
OSAIC HOLDINGS, INC.49.71KJun 30, 26+4.18K1.48%
Virtu Financial LLC42.44KJun 30, 26+42.44K1.27%
Plotkin Financial Advisors, LLC41.71KJun 30, 26-2.96K1.25%
BANK OF AMERICA CORP /DE/41.54KJun 30, 26+381.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO35.90KJun 30, 26+14.90K1.07%
Kestra Advisory Services, LLC31.52KJun 30, 26+3420.94%
Cornerstone Wealth Management, LLC31.14KJun 30, 26+31.14K0.93%
ENVESTNET ASSET MANAGEMENT INC30.48KJun 30, 26+5.74K0.91%
RPg Family Wealth Advisory, LLC30.27KJun 30, 26-780.90%
Cambridge Investment Research Advisors, Inc.29.31KJun 30, 26+5.76K0.87%
Synergy Investment Management, LLC28.49KJun 30, 26-260.85%
Creative Planning24.36KJun 30, 26+120.73%
Geneos Wealth Management Inc.23.77KJun 30, 26+3790.71%
ROYAL BANK OF CANADA21.05KJun 30, 26-13.19K0.63%
Cetera Investment Advisers18.33KJun 30, 26+4.27K0.55%
UBS Group AG17.38KJun 30, 26-3100.52%
WCG Wealth Advisors LLC15.24KJun 30, 26+1.54K0.45%
Private Advisor Group, LLC13.73KJun 30, 26-4540.41%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors13.58KJun 30, 26-520.41%
STIFEL FINANCIAL CORP13.57KJun 30, 26+4940.41%
J.W. COLE ADVISORS, INC.13.53KJun 30, 26+4.88K0.40%
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.05KJun 30, 26-18.59K0.33%
Stonebridge Financial Group, LLC / MO10.88KJun 30, 26+1.48K0.32%
Proactive Wealth Strategies LLC10.68KJun 30, 26+40.32%
Stonebridge Financial Planning Group, LLC10.38KJun 30, 26-1500.31%
Vantus Wealth LLC9.83KJun 30, 26+9.83K0.29%
Advyzon Investment Management, LLC9.64KJun 30, 26+1.04K0.29%
626 Financial, LLC9.46KJun 30, 26--0.28%
Baird Financial Group, Inc.8.52KJun 30, 26-5.39K0.25%
Nova Wealth Management, Inc.6.50KJun 30, 26-380.19%
MONECO ADVISORS, LLC6.14KJun 30, 26+6.14K0.18%
Merit Financial Group, LLC5.79KJun 30, 26+2.44K0.17%
Golden State Wealth Management, LLC4.75KJun 30, 26-3000.14%
Sanctuary Advisors, LLC4.35KJun 30, 26+1880.13%
MML INVESTORS SERVICES, LLC3.85KJun 30, 26+1.15K0.12%
NOMURA ASSET MANAGEMENT CO LTD3.63KJun 30, 26+3.63K0.11%
THOROUGHBRED FINANCIAL SERVICES, LLC3.54KJun 30, 26+2.19K0.11%
NWAM LLC3.07KJun 30, 26+2730.09%
Fortis Capital Advisors, LLC2.45KJun 30, 26+200.07%
Belpointe Asset Management LLC2.45KJun 30, 26+200.07%
QTR Family Wealth, LLC2.21KJun 30, 26+90.07%
HARBOUR INVESTMENTS, INC.2.04KJun 30, 26+1670.06%
Global Retirement Partners, LLC1.99KJun 30, 26+1.99K0.06%
Janney Montgomery Scott LLC1.73KJun 30, 26-2080.05%
Equitable Holdings, Inc.1.71KJun 30, 26+2760.05%
Gateway Wealth Partners, LLC1.67KJun 30, 26-1.76K0.05%
Clearstead Advisors, LLC1.63KJun 30, 26--0.05%
1ST SOURCE BANK1.61KJun 30, 26--0.05%
Ameritas Advisory Services, LLC1.60KJun 30, 26+1.60K0.05%
IFG Advisory, LLC1.52KJun 30, 26+1.52K0.05%
Stratos Wealth Partners, LTD.1.39KJun 30, 26+1.39K0.04%
OneDigital Investment Advisors LLC1.36KJun 30, 26-20.04%
Integrated Wealth Concepts LLC1.22KJun 30, 26+1.22K0.04%
ZACKS INVESTMENT MANAGEMENT1.13KJun 30, 26+1.13K0.03%
Western Wealth Management, LLC1.13KJun 30, 26+6160.03%
Serenity Investment Advisors1.11KJun 30, 26+200.03%
Betterment LLC1.03KJun 30, 26+1.03K0.03%
Modern Wealth Management, LLC1.01KJun 30, 26+1.01K0.03%
Institute for Wealth Management, LLC.970Jun 30, 26+9700.03%
Rockefeller Capital Management L.P.829Jun 30, 26--0.02%
Smartleaf Asset Management LLC750Jun 30, 26--0.02%
NewEdge Advisors, LLC484Jun 30, 26--0.01%
Private Wealth Asset Management, LLC410Jun 30, 26+4100.01%
US BANCORP \DE\389Jun 30, 26--0.01%
FMR LLC370Jun 30, 26--0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV304Jun 30, 26--0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC243Jun 30, 26--0.01%
Ameritas Investment Partners, Inc.204Jun 30, 26+2040.01%
Allworth Financial LP200Jun 30, 26--0.01%
JPMORGAN CHASE & CO200Jun 30, 26+2000.01%
Godfrey Financial Associates, Inc.147Jun 30, 26--0.00%
N.E.W. Advisory Services LLC138Jun 30, 26--0.00%
Arax Advisory Partners118Jun 30, 26+600.00%
BLAIR WILLIAM & CO/IL115Jun 30, 26--0.00%
BlackRock, Inc.103Jun 30, 26--0.00%
FIFTH THIRD BANCORP68Jun 30, 26-200.00%
Steward Partners Investment Advisory, LLC16Jun 30, 26--0.00%
Russell Investments Group, Ltd.--Jun 30, 26-6--
CITIGROUP INC--Jun 30, 26-50--
Ethos Financial Group, LLC--Jun 30, 26-1.33K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-46--
TCFG WEALTH MANAGEMENT, LLC1.51KMar 31, 26--0.05%
CWM, LLC897Mar 31, 26--0.03%
COMERICA BANK92Dec 31, 25--0.00%
Bison Wealth, LLC2.09KDec 31, 24-4750.06%
Raymond James Financial Services Advisors, Inc.83.12KSep 30, 24-50.26K2.48%
Kowal Investment Group, LLC26.85KSep 30, 24-3260.80%
RAYMOND JAMES & ASSOCIATES15.60KSep 30, 24-1590.47%
ICA Group Wealth Management, LLC--Jun 30, 24-150--
Cetera Advisors LLC3.02KMar 31, 24+8260.09%
Cetera Advisor Networks LLC2.29KMar 31, 24-8530.07%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC2.01KMar 31, 24--0.06%
V Wealth Advisors LLC--Sep 30, 23-9.51K--
Gallagher Benefit Services, Inc.35.74KDec 31, 22+35.74K1.07%
F3Logic, LLC35.74KDec 31, 22+35.74K1.07%
American Portfolios Advisors50Sep 30, 22+500.00%
First Allied Advisory Services, Inc.9.00KSep 30, 20-8440.27%
Advisor Group, Inc.10.88KDec 31, 19+640.32%
LADENBURG THALMANN FINANCIAL SERVICES INC.2.82KDec 31, 19-2.54K0.08%
BB&T SECURITIES, LLC41.02KSep 30, 19-4931.22%
IFC Holdings Incorporated/FL12.28KDec 31, 17-1820.37%
Bellwether Investment Group, LLC5.62KDec 31, 17+7460.17%
Commonwealth Equity Services, Inc29.19KJun 30, 17-9200.87%
Virtu KCG Holdings LLC3.68KJun 30, 17+3.68K0.11%
WFG Advisors, LP3.29KJun 30, 17+5700.10%
MSI Financial Services Inc130Dec 31, 16--0.00%
SOCIETE GENERALE6.40KJun 30, 16+6.40K0.19%
VSR Financial Services, Inc.--Jun 30, 16-12.59K--
Fusion Investment Group, LLC--Dec 31, 15-469--
UBS AG13.11KSep 30, 14-3990.39%
First Allied Securities, Inc.200Jun 30, 12+2000.01%

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.