FDD

Institutional Ownership

Top 194 Institutional Holders
HolderSharesDateChange% Held
MANCHESTER FINANCIAL INC1.91MSep 30, 26-10.87K4.10%
Atria Investments, Inc218.73KSep 30, 26-4.45K0.47%
Murphy, Middleton, Hinkle & Parker, Inc.184.97KSep 30, 26+15.56K0.40%
Ignite Planners, LLC122.69KSep 30, 26-5010.26%
Wisconsin Wealth Advisors, LLC95.82KSep 30, 26+40.98K0.21%
Farther Finance Advisors, LLC84.17KSep 30, 26+4.25K0.18%
Fairfield Financial Advisors, LTD40.18KSep 30, 26+24.78K0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC36.82KSep 30, 26-1.39K0.08%
INDEPENDENT FINANCIAL GROUP, LLC23.89KSep 30, 26--0.05%
GAMMA Investing LLC2.77KSep 30, 26--0.01%
Triumph Capital Management1.60KSep 30, 26--0.00%
Noble Wealth Management PBC1.00KSep 30, 26--0.00%
Moisand Fitzgerald Tamayo, LLC635Sep 30, 26--0.00%
MORGAN STANLEY3.72MJun 30, 26+83.83K7.99%
WELLS FARGO & COMPANY/MN2.28MJun 30, 26-129.23K4.90%
RAYMOND JAMES FINANCIAL INC1.76MJun 30, 26+44.48K3.78%
LPL Financial LLC1.46MJun 30, 26+51.27K3.14%
AMERIPRISE FINANCIAL INC1.46MJun 30, 26+117.25K3.14%
UBS Group AG1.35MJun 30, 26-119.63K2.90%
ODonnell Financial Services, LLC958.42KJun 30, 26+64.96K2.06%
ADVISOR GROUP HOLDINGS, INC.890.21KJun 30, 26+88.26K1.91%
BANK OF AMERICA CORP /DE/828.95KJun 30, 26+159.74K1.78%
Prospera Financial Services Inc587.58KJun 30, 26+34.85K1.26%
Intellectus Partners, LLC540.11KJun 30, 26-12.91K1.16%
Warner Group LLC399.43KJun 30, 26+174.30K0.86%
ENVESTNET ASSET MANAGEMENT INC390.95KJun 30, 26+18.83K0.84%
Janney Montgomery Scott LLC381.47KJun 30, 26-9.91K0.82%
JONES FINANCIAL COMPANIES LLLP274.37KJun 30, 26+27.72K0.59%
Owen LaRue, LLC255.15KJun 30, 26+7.90K0.55%
Allie Family Office LLC226.90KJun 30, 26--0.49%
HARBOUR INVESTMENTS, INC.223.99KJun 30, 26+5290.48%
Equitable Holdings, Inc.223.09KJun 30, 26+4.99K0.48%
Sanctuary Advisors, LLC218.12KJun 30, 26+1.28K0.47%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.215.06KJun 30, 26+9900.46%
FLAGSHIP HARBOR ADVISORS, LLC214.08KJun 30, 26+12.32K0.46%
NewEdge Advisors, LLC206.14KJun 30, 26+36.07K0.44%
Next Level Private LLC190.19KJun 30, 26+4.65K0.41%
ROYAL BANK OF CANADA184.11KJun 30, 26-19.54K0.40%
Hobart Private Capital, LLC178.10KJun 30, 26+1.06K0.38%
Murphy, Middleton, Hinkle & Parker, Inc.169.41KJun 30, 26+30.95K0.36%
Cetera Investment Advisers167.08KJun 30, 26+4.05K0.36%
Steward Partners Investment Advisory, LLC166.36KJun 30, 26+1.51K0.36%
IFP Advisors, Inc165.82KJun 30, 26-202.87K0.36%
Waverly Advisors, LLC155.05KJun 30, 26+2.57K0.33%
TRUIST FINANCIAL CORP152.67KJun 30, 26+3.15K0.33%
Baird Financial Group, Inc.148.14KJun 30, 26+1.95K0.32%
Cambridge Investment Research Advisors, Inc.144.13KJun 30, 26-3.53K0.31%
N.E.W. Advisory Services LLC140.01KJun 30, 26+3.51K0.30%
COMMONWEALTH EQUITY SERVICES, LLC137.35KJun 30, 26+10.33K0.29%
MML INVESTORS SERVICES, LLC131.59KJun 30, 26+28.77K0.28%
Ignite Planners, LLC123.19KJun 30, 26-4.05K0.26%
Foundations Investment Advisors, LLC122.48KJun 30, 26+43.22K0.26%
Rockefeller Capital Management L.P.109.22KJun 30, 26+6.46K0.23%
TCFG Investment Advisors, LLC102.07KJun 30, 26+1270.22%
KESTRA PRIVATE WEALTH SERVICES, LLC85.07KJun 30, 26+2.77K0.18%
Concurrent Investment Advisors, LLC82.86KJun 30, 26+6.77K0.18%
Kestra Advisory Services, LLC80.11KJun 30, 26-6.82K0.17%
HRT FINANCIAL LP68.31KJun 30, 26+68.31K0.15%
Moors & Cabot, Inc.59.99KJun 30, 26+2500.13%
Integrated Wealth Concepts LLC59.73KJun 30, 26+4.02K0.13%
Quantinno Capital Management LP58.65KJun 30, 26+2.75K0.13%
Snowden Capital Advisors LLC56.31KJun 30, 26+2.31K0.12%
J2 Capital Management Inc54.46KJun 30, 26+54.46K0.12%
BlueChip Wealth Advisors LLC53.88KJun 30, 26-5.09K0.12%
Gateway Wealth Partners, LLC49.15KJun 30, 26-44.76K0.11%
Navis Wealth Advisors, LLC47.00KJun 30, 26-25.65K0.10%
FIFTH THIRD BANCORP45.45KJun 30, 26-2.68K0.10%
STIFEL FINANCIAL CORP44.84KJun 30, 26-1.04K0.10%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC43.39KJun 30, 26+2.23K0.09%
Envestnet Portfolio Solutions, Inc.41.65KJun 30, 26-7920.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO40.38KJun 30, 26-14.59K0.09%
STEPHENS INC /AR/37.26KJun 30, 26--0.08%
Elevated Capital Advisors, LLC36.12KJun 30, 26-5990.08%
CULLEN/FROST BANKERS, INC.34.76KJun 30, 26+8.90K0.07%
Global Assets Advisory, LLC34.50KJun 30, 26+34.50K0.07%
COTTONWOOD CAPITAL ADVISORS, LLC33.38KJun 30, 26+2700.07%
CITADEL ADVISORS LLC31.24KJun 30, 26-88.03K0.07%
Sigma Planning Corp30.81KJun 30, 26+15.14K0.07%
Brinker Capital Investments, LLC28.93KJun 30, 26+5360.06%
Topsail Wealth Management, LLC28.71KJun 30, 26+1.28K0.06%
HUNTINGTON NATIONAL BANK27.01KJun 30, 26--0.06%
MERCER GLOBAL ADVISORS INC /ADV26.80KJun 30, 26-26.13K0.06%
Atomi Financial Group, Inc.26.07KJun 30, 26+11.15K0.06%
JANE STREET GROUP, LLC26.02KJun 30, 26-321.87K0.06%
RASP WEALTH SOLUTIONS, LLC25.70KJun 30, 26+25.70K0.06%
WEDBUSH SECURITIES INC24.40KJun 30, 26-1.10K0.05%
LEE JOHNSON CAPITAL MANAGEMENT, LLC22.50KJun 30, 26-2500.05%
BENJAMIN EDWARDS INC20.79KJun 30, 26-6880.04%
CALTON & ASSOCIATES, INC.20.71KJun 30, 26+3.50K0.04%
Berger Financial Group, Inc19.79KJun 30, 26+6720.04%
Coppell Advisory Solutions LLC19.52KJun 30, 26+19.52K0.04%
RFG Advisory, LLC18.69KJun 30, 26-2.09K0.04%
HighPoint Advisor Group LLC18.07KJun 30, 26-4.38K0.04%
Beacon Pointe Advisors, LLC17.92KJun 30, 26+17.92K0.04%
Evergreen Wealth Solutions, LLC17.71KJun 30, 26-310.04%
J.W. COLE ADVISORS, INC.16.52KJun 30, 26+1.29K0.04%
Brookstone Capital Management15.83KJun 30, 26+15.83K0.03%
Fairfield Financial Advisors, LTD15.40KJun 30, 26+15.40K0.03%
LIBERTY WEALTH MANAGEMENT LLC14.62KJun 30, 26--0.03%
Advisory Services Network, LLC14.61KJun 30, 26+1.04K0.03%
MGO ONE SEVEN LLC14.25KJun 30, 26+1860.03%
Register Financial Advisors LLC13.94KJun 30, 26+1220.03%
Strategic Financial Partners, Ltd.13.93KJun 30, 26+380.03%
PRINCIPAL SECURITIES, INC.13.28KJun 30, 26+920.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.50KJun 30, 26--0.03%
Treasure Coast Financial Planning12.05KJun 30, 26+630.03%
Merit Financial Group, LLC11.98KJun 30, 26--0.03%
LVZ, Inc.11.50KJun 30, 26--0.02%
Valued Retirements, Inc.11.31KJun 30, 26+11.31K0.02%
Stratos Wealth Partners, LTD.11.10KJun 30, 26+11.10K0.02%
FSB PREMIER WEALTH MANAGEMENT, INC.10.69KJun 30, 26+1280.02%
SBI Securities Co., Ltd.8.49KJun 30, 26-570.02%
Larson Financial Group LLC7.08KJun 30, 26--0.02%
FMR LLC6.32KJun 30, 26+1.88K0.01%
Global Retirement Partners, LLC6.02KJun 30, 26+6.02K0.01%
PNC FINANCIAL SERVICES GROUP, INC.3.40KJun 30, 26-2500.01%
BLAIR WILLIAM & CO/IL3.00KJun 30, 26--0.01%
NATIONAL BANK OF CANADA /FI/2.67KJun 30, 26-5300.01%
Darwin Wealth Management, LLC2.03KJun 30, 26-1280.00%
ASSETMARK, INC2.00KJun 30, 26+1.00K0.00%
Triumph Capital Management1.60KJun 30, 26--0.00%
IFG Advisory, LLC1.53KJun 30, 26+1.53K0.00%
MTM Investment Management, LLC1.50KJun 30, 26--0.00%
Migdal Insurance & Financial Holdings Ltd.1.35KJun 30, 26+1.35K0.00%
BELLEVUE ASSET MANAGEMENT, LLC1.21KJun 30, 26--0.00%
Capital Analysts, LLC1.16KJun 30, 26--0.00%
Continuum Advisory, LLC914Jun 30, 26+9140.00%
Geneos Wealth Management Inc.750Jun 30, 26--0.00%
Smartleaf Asset Management LLC743Jun 30, 26--0.00%
Raleigh Capital Management Inc.698Jun 30, 26+180.00%
Pinnacle Bancorp, Inc.639Jun 30, 26--0.00%
Moisand Fitzgerald Tamayo, LLC635Jun 30, 26+6350.00%
Institute for Wealth Management, LLC.500Jun 30, 26+5000.00%
Rossby Financial, LCC401Jun 30, 26--0.00%
Hilton Head Capital Partners, LLC340Jun 30, 26--0.00%
PRIVATE TRUST CO NA330Jun 30, 26--0.00%
EVOLUTION WEALTH MANAGEMENT INC.314Jun 30, 26--0.00%
SIGNATUREFD, LLC173Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV162Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.135Jun 30, 26-4220.00%
Silver Grove Financial Group, Inc.128Jun 30, 26+1280.00%
Signature Equity Partners, LLC70Jun 30, 26--0.00%
BNP PARIBAS ARBITRAGE, SNC35Jun 30, 26-700.00%
COMPASS FINANCIAL MANAGEMENT LLC16Jun 30, 26+160.00%
Private Advisory Group LLC--Jun 30, 26-52.77K--
Colony Group, LLC--Jun 30, 26-32.65K--
Western Wealth Management, LLC--Jun 30, 26-9.55K--
MAI Capital Management--Jun 30, 26-120--
Concorde Asset Management, LLC--Jun 30, 26-137.40K--
Independent Advisor Alliance--Jun 30, 26-116.38K--
Balboa Wealth Partners--Jun 30, 26-22.92K--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-10.52K--
JPMORGAN CHASE & CO--Jun 30, 26-53--
D. E. Shaw & Co., Inc.--Jun 30, 26-19.83K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-4.22K--
FLOW TRADERS U.S. LLC--Jun 30, 26-190.31K--
Tower Research Capital LLC (TRC)--Jun 30, 26-12--
TCFG WEALTH MANAGEMENT, LLC101.94KMar 31, 26+60.22%
CWM, LLC1.20KMar 31, 26+1.20K0.00%
ORG Partners LLC286.05KDec 31, 25+72.45K0.61%
FOREFRONT WEALTH MANAGEMENT INC.155.06KDec 31, 25-1.81K0.33%
COMERICA BANK48.22KDec 31, 25+1.23K0.10%
Prosperity Wealth Management, Inc.13.98KDec 31, 25-5440.03%
Orion Portfolio Solutions, LLC47.16KMar 31, 25-1.91K0.10%
WINTRUST INVESTMENTS LLC--Dec 31, 24-1.18K--
AlphaMark Advisors, LLC--Dec 31, 24-1.05K--
Raymond James Financial Services Advisors, Inc.344.17KSep 30, 24+126.76K0.74%
RAYMOND JAMES TRUST N.A.36.50KSep 30, 24--0.08%
RAYMOND JAMES & ASSOCIATES15.79KSep 30, 24-2.55K0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.18.52KJun 30, 24+4190.04%
ICA Group Wealth Management, LLC--Jun 30, 24-792--
American Portfolios Advisors1.56KSep 30, 22+1.56K0.00%
NEXT Financial Group, Inc--Dec 31, 21----
OLD MISSION CAPITAL, LLC23.96KDec 31, 20+23.96K0.05%
First Allied Advisory Services, Inc.28.08KSep 30, 20-7.00K0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.59.34KDec 31, 19-4.65K0.13%
Advisor Group, Inc.56.77KDec 31, 19-2.16K0.12%
BB&T SECURITIES, LLC48.37KSep 30, 19-6.89K0.10%
Pathlight Investors LLC15.40KDec 31, 18+15.40K0.03%
SII INVESTMENTS INC/WI10.51KDec 31, 17+10.51K0.02%
BB&T INVESTMENT SERVICES, INC.10.10KDec 31, 17+10.10K0.02%
IFC Holdings Incorporated/FL--Dec 31, 17-26.79K--
NATIONAL PLANNING CORP--Dec 31, 17-11.11K--
Commonwealth Equity Services, Inc146.51KJun 30, 17+47.39K0.31%
WFG Advisors, LP7.95KJun 30, 17--0.02%
MSI Financial Services Inc6.12KDec 31, 16-3.07K0.01%
EDMOND DE ROTHSCHILD (SUISSE) S.A.2.10KSep 30, 16+1.05K0.00%
CITY NATIONAL BANK59.40KSep 30, 15-6.50K0.13%
MANAGED ACCOUNT ADVISORS LLC3.24KJun 30, 15+1.76K0.01%
BAIRD ROBERT W & CO INC /WI/29.79KMar 31, 15+2.37K0.06%
Placemark Investments, Inc.--Dec 31, 14-24.89K--
NEW ENGLAND SECURITIES CORP /MA/--Dec 31, 14-1.30K--
UBS AG522.30KSep 30, 14-47.75K1.12%
First Allied Securities, Inc.735Jun 30, 12+7350.00%

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

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.