FDRR

Institutional Ownership

Top 159 Institutional Holders
HolderSharesDateChange% Held
Ameritas Advisory Services, LLC1.09MJun 30, 26+375.23K10.42%
LPL Financial LLC287.99KJun 30, 26-22.48K2.75%
EP Wealth Advisors, LLC278.87KJun 30, 26-22.81K2.66%
BANK OF AMERICA CORP /DE/235.08KJun 30, 26-10.84K2.24%
COMMONWEALTH EQUITY SERVICES, LLC145.15KJun 30, 26-6.95K1.38%
Charter Capital Management, LLC\DE134.22KJun 30, 26-1.51K1.28%
ENVESTNET ASSET MANAGEMENT INC130.21KJun 30, 26+26.28K1.24%
ADVISOR GROUP HOLDINGS, INC.118.10KJun 30, 26+36.42K1.13%
Cetera Investment Advisers107.19KJun 30, 26+30.39K1.02%
Cambridge Investment Research Advisors, Inc.92.17KJun 30, 26+2140.88%
NewEdge Advisors, LLC88.96KJun 30, 26+5330.85%
FMR LLC87.20KJun 30, 26+8.70K0.83%
Geneva Partners, LLC82.91KJun 30, 26-9960.79%
MORGAN STANLEY72.92KJun 30, 26-5090.70%
UBS Group AG63.15KJun 30, 26-4750.60%
JPMORGAN CHASE & CO58.21KJun 30, 26+10.14K0.55%
Kestra Advisory Services, LLC53.88KJun 30, 26-13.07K0.51%
Sugar Maple Asset Management, LLC51.72KJun 30, 26-1.83K0.49%
RAYMOND JAMES FINANCIAL INC47.06KJun 30, 26+3.40K0.45%
CITADEL ADVISORS LLC42.45KJun 30, 26+10.27K0.40%
CREATIVE FINANCIAL DESIGNS INC /ADV38.61KJun 30, 26+6.16K0.37%
Lido Advisors, LLC28.74KJun 30, 26-1.03K0.27%
MML INVESTORS SERVICES, LLC25.38KJun 30, 26+3.19K0.24%
WILEY BROS.-AINTREE CAPITAL, LLC25.27KJun 30, 26+6580.24%
PFG Advisors24.34KJun 30, 26+2980.23%
GOLDMAN SACHS GROUP INC22.68KJun 30, 26+17.31K0.22%
JANE STREET GROUP, LLC21.14KJun 30, 26+4.27K0.20%
Midwest Financial Network, LLC20.37KJun 30, 26+7.69K0.19%
SRS Capital Advisors, Inc.19.72KJun 30, 26+15.39K0.19%
Stonebridge Financial Planning Group, LLC17.53KJun 30, 26-1610.17%
FLAGSHIP WEALTH ADVISORS, LLC16.27KJun 30, 26-6.70K0.16%
Gladstone Institutional Advisory LLC14.80KJun 30, 26+2010.14%
RCS Financial Planning, LLC13.64KJun 30, 26-1450.13%
Integrated Advisors Network LLC13.15KJun 30, 26--0.13%
MONECO Advisors, LLC13.00KJun 30, 26+13.00K0.12%
Creative Planning12.28KJun 30, 26+1.00K0.12%
Herold Advisors, Inc.11.07KJun 30, 26--0.11%
BROWN, LISLE/CUMMINGS, INC.10.35KJun 30, 26-4000.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP10.14KJun 30, 26+10.14K0.10%
PRINCIPAL SECURITIES, INC.10.05KJun 30, 26+880.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9.59KJun 30, 26+2400.09%
Integrated Wealth Concepts LLC9.54KJun 30, 26+2280.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.41KJun 30, 26+2.00K0.09%
PARK AVENUE SECURITIES LLC9.14KJun 30, 26+4130.09%
LANDAAS & CO /WI /ADV8.15KJun 30, 26+4.49K0.08%
FIFTH THIRD SECURITIES, INC.8.04KJun 30, 26+3.30K0.08%
CDM FINANCIAL COUNSELING SERVICES, INC.7.85KJun 30, 26--0.07%
Beck Bode, LLC7.79KJun 30, 26+650.07%
Arkadios Wealth Advisors7.78KJun 30, 26+410.07%
Mutual Advisors, LLC7.70KJun 30, 26-760.07%
Farther Finance Advisors, LLC7.57KJun 30, 26+1.96K0.07%
Equitable Holdings, Inc.7.48KJun 30, 26+2.63K0.07%
J.W. COLE ADVISORS, INC.7.44KJun 30, 26+7.44K0.07%
MERCER GLOBAL ADVISORS INC /ADV6.65KJun 30, 26-1910.06%
AXXCESS WEALTH MANAGEMENT, LLC6.34KJun 30, 26--0.06%
Sigma Planning Corp6.09KJun 30, 26-3230.06%
LJI Wealth Management, LLC5.67KJun 30, 26-1.01K0.05%
NAPLES GLOBAL ADVISORS, LLC5.56KJun 30, 26--0.05%
INDEPENDENT FINANCIAL GROUP, LLC5.35KJun 30, 26+170.05%
PKS Advisory Services, LLC5.06KJun 30, 26-4.46K0.05%
CoreCap Advisors, LLC4.89KJun 30, 26-980.05%
TWIN PEAKS WEALTH ADVISORS, LLC4.60KJun 30, 26+4.27K0.04%
Mascoma Wealth Management LLC4.46KJun 30, 26+140.04%
Csenge Advisory Group4.44KJun 30, 26+270.04%
HBW Advisory Services LLC4.34KJun 30, 26+40.04%
Glass Jacobson Investment Advisors llc4.05KJun 30, 26-1910.04%
PERRYMAN FINANCIAL ADVISORY INC /AD3.96KJun 30, 26+230.04%
MFA Wealth Services3.78KJun 30, 26+20.04%
ShoreHaven Wealth Partners, LLC3.75KJun 30, 26-460.04%
ST GERMAIN D J CO INC3.71KJun 30, 26--0.04%
Western Wealth Management, LLC3.69KJun 30, 26+50.04%
NWAM LLC3.42KJun 30, 26-4760.03%
WEDBUSH SECURITIES INC3.30KJun 30, 26+3.30K0.03%
CULLEN/FROST BANKERS, INC.3.26KJun 30, 26+200.03%
TRUIST FINANCIAL CORP3.25KJun 30, 26+3.25K0.03%
RDA Financial Network3.22KJun 30, 26+3.22K0.03%
BXM Wealth LLC3.20KJun 30, 26+3.20K0.03%
NORTHERN TRUST CORP3.16KJun 30, 26+3.16K0.03%
HARBOUR INVESTMENTS, INC.2.15KJun 30, 26+70.02%
Larson Financial Group LLC1.99KJun 30, 26-8230.02%
ROYAL BANK OF CANADA1.90KJun 30, 26-4890.02%
KERR FINANCIAL PLANNING Corp1.87KJun 30, 26+120.02%
Darwin Wealth Management, LLC1.78KJun 30, 26+110.02%
IFP Advisors, Inc1.67KJun 30, 26+180.02%
Allworth Financial LP1.66KJun 30, 26+10.02%
AdvisorNet Financial, Inc1.48KJun 30, 26+30.01%
CX Institutional1.42KJun 30, 26+40.01%
Monetary Solutions, Ltd1.19KJun 30, 26--0.01%
WELLS FARGO & COMPANY/MN1.13KJun 30, 26-8110.01%
SHP Wealth Management1.00KJun 30, 26+50.01%
FIFTH THIRD BANCORP901Jun 30, 26--0.01%
Cornerstone Planning Group LLC883Jun 30, 26--0.01%
IFG Advisory, LLC843Jun 30, 26+8430.01%
Geneos Wealth Management Inc.800Jun 30, 26--0.01%
AE Wealth Management LLC568Jun 30, 26+1000.01%
Concord Wealth Partners507Jun 30, 26+5070.00%
Colonial Trust Advisors450Jun 30, 26-10.00%
Birchwood Financial Partners, Inc.434Jun 30, 26+20.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC416Jun 30, 26--0.00%
GAMMA Investing LLC403Jun 30, 26--0.00%
Cape Investment Advisory, Inc.379Jun 30, 26+3790.00%
ASSETMARK, INC325Jun 30, 26--0.00%
Continuum Advisory, LLC272Jun 30, 26+2720.00%
Washington Trust Advisors, Inc.200Jun 30, 26+2000.00%
Qube Research & Technologies Ltd196Jun 30, 26+760.00%
FIDUCIARY FINANCIAL ADVISORS162Jun 30, 26+1620.00%
Glen Eagle Advisors, LLC80Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC78Jun 30, 26+780.00%
BANK OF MONTREAL /CAN/75Jun 30, 26--0.00%
Triumph Capital Management52Jun 30, 26--0.00%
VANGUARD ADVISERS INC46Jun 30, 26--0.00%
Measured Wealth Private Client Group, LLC33Jun 30, 26+330.00%
Roxbury Financial LLC14Jun 30, 26--0.00%
Signature Equity Partners, LLC10Jun 30, 26--0.00%
WealthShield Partners, LLC--Jun 30, 26-3.21K--
MWA Asset Management--Jun 30, 26-918--
PRIVATE TRUST CO NA--Jun 30, 26-157--
Private Advisor Group, LLC--Jun 30, 26-169.28K--
ADG Wealth Management Group, LLC--Jun 30, 26-2.83K--
Indiana Trust & Investment Management CO--Jun 30, 26-334--
Advisory Services Network, LLC--Jun 30, 26-1.36K--
FLOW TRADERS U.S. LLC--Jun 30, 26-21.80K--
Snider Financial Group--Jun 30, 26-4.47K--
CWM, LLC119.35KMar 31, 26+27.05K1.14%
Sunbelt Securities, Inc.12.50KMar 31, 26+7.03K0.12%
Jaffetilchin Investment Partners, LLC12.09KMar 31, 26-2.71K0.12%
High Falls Advisors, Inc6.08KDec 31, 25+1.67K0.06%
Dentgroup LLC4.17KDec 31, 25+4.17K0.04%
CIBC Private Wealth Group, LLC1.05KDec 31, 25--0.01%
COMERICA BANK901Dec 31, 25--0.01%
Atria Wealth Solutions, Inc.28.68KJun 30, 25-29.47K0.27%
Summit X, LLC16.21KJun 30, 25-3.28K0.15%
AVANTAX ADVISORY SERVICES, INC.8.49KJun 30, 25-1.28K0.08%
Spectrum Wealth Counsel, LLC127Mar 31, 25--0.00%
RAYMOND JAMES & ASSOCIATES39.10KSep 30, 24-2980.37%
Raymond James Financial Services Advisors, Inc.32.29KSep 30, 24-1.57K0.31%
Axiom Advisory, LLC7.30KSep 30, 24+1540.07%
Cetera Advisors LLC19.74KMar 31, 24+19.74K0.19%
Cetera Advisor Networks LLC6.00KMar 31, 24-9520.06%
STEWART & PATTEN CO LLC--Mar 31, 24-4.92K--
Column Capital Advisors, LLC402Sep 30, 23-1980.00%
Ahrens Investment Partners LLC40.67KMar 31, 23-2.15K0.39%
Lehman & Derafelo Financial Resources LLC263.36KDec 31, 22-37.04K2.51%
F3Logic, LLC6.63KDec 31, 22-5850.06%
Gallagher Benefit Services, Inc.6.63KDec 31, 22+6.63K0.06%
American Portfolios Advisors727Sep 30, 22+50.01%
ACG Wealth--Sep 30, 22-300--
Ameritas Investment Company, LLC23.90KSep 30, 21+22.14K0.23%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV17.77KSep 30, 21+2.27K0.17%
LADENBURG THALMANN FINANCIAL SERVICES INC.84.76KDec 31, 19-52.81K0.81%
Beacon Pointe Wealth Advisors, LLC9.62KDec 31, 19--0.09%
Advisor Group, Inc.3.84KDec 31, 19-4560.04%
BB&T SECURITIES, LLC9.78KSep 30, 19+2.68K0.09%
ADVANTAGE INVESTMENT MANAGEMENT, LLC550Sep 30, 19-1000.01%
Ken Stern & Associates, Inc.18.43KSep 30, 18+3140.18%
Lehman Financial Resources, Inc.9.94KSep 30, 18+9.94K0.09%
Commonwealth Equity Services, Inc185.02KJun 30, 17+14.32K1.76%
WFG Advisors, LP6.05KJun 30, 17+1.73K0.06%
Virtu KCG Holdings LLC--Jun 30, 17-29.34K--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.