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Institutional Ownership

Top 149 Institutional Holders
HolderSharesDateChange% Held
ASSETMARK, INC96.27KSep 30, 26+3.19K2.64%
Farther Finance Advisors, LLC56.95KSep 30, 26-27.79K1.56%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC53.03KSep 30, 26+1561.45%
Nearside Advisors, LLC27.57KSep 30, 26+27.57K0.76%
IFP Advisors, Inc21.75KSep 30, 26-2.04K0.60%
Atria Investments, Inc16.43KSep 30, 26+1150.45%
CoreCap Advisors, LLC14.39KSep 30, 26-2490.39%
COTTONWOOD CAPITAL ADVISORS, LLC8.11KSep 30, 26-930.22%
IAMS WEALTH MANAGEMENT, LLC6.52KSep 30, 26-1.31K0.18%
Concurrent Investment Advisors, LLC3.87KSep 30, 26+6990.11%
NOVEM GROUP3.56KSep 30, 26+5150.10%
BFI Infinity Ltd.2.97KSep 30, 26--0.08%
ABLE Financial Group, LLC2.93KSep 30, 26-1970.08%
PRIVATE TRUST CO NA72Sep 30, 26--0.00%
AMERICAN NATIONAL BANK & TRUST70Sep 30, 26--0.00%
CX Institutional58Sep 30, 26+580.00%
SBI Securities Co., Ltd.9Sep 30, 26+10.00%
GAMMA Investing LLC7Sep 30, 26--0.00%
HBW ADVISORY SERVICES LLC--Sep 30, 26-11.41K--
Blue Trust, Inc.--Sep 30, 26-21--
OSAIC HOLDINGS, INC.724.63KJun 30, 26-11.11K19.85%
LPL Financial LLC284.74KJun 30, 26+24.47K7.80%
MORGAN STANLEY241.10KJun 30, 26-2.48K6.61%
ENVESTNET ASSET MANAGEMENT INC224.64KJun 30, 26+5.85K6.15%
Cetera Investment Advisers129.23KJun 30, 26+4.90K3.54%
Rathbones Group PLC97.28KJun 30, 26+1.06K2.67%
RAYMOND JAMES FINANCIAL INC94.79KJun 30, 26+6.81K2.60%
ASSETMARK, INC93.08KJun 30, 26+6.93K2.55%
Guild Investment Management, Inc.56.99KJun 30, 26+56.99K1.56%
Cambridge Investment Research Advisors, Inc.54.89KJun 30, 26-4.05K1.50%
Holistic Financial Partners41.73KJun 30, 26-27.51K1.14%
BENJAMIN EDWARDS INC39.20KJun 30, 26+1.55K1.07%
STIFEL FINANCIAL CORP38.07KJun 30, 26+9271.04%
Coppell Advisory Solutions LLC34.84KJun 30, 26+34.84K0.95%
FLOW TRADERS U.S. LLC30.81KJun 30, 26+30.81K0.84%
CITADEL ADVISORS LLC28.64KJun 30, 26+10.14K0.78%
Prospera Financial Services Inc24.32KJun 30, 26-9640.67%
Janney Montgomery Scott LLC23.89KJun 30, 26+1.78K0.65%
Gateway Wealth Partners, LLC23.22KJun 30, 26-14.53K0.64%
Transamerica Financial Advisors, LLC22.40KJun 30, 26-4.42K0.61%
Bank of New York Mellon Corp20.56KJun 30, 26+3940.56%
HighTower Advisors, LLC18.68KJun 30, 26-17.49K0.51%
AE Wealth Management LLC15.90KJun 30, 26-1.54K0.44%
Orion Porfolio Solutions, LLC15.84KJun 30, 26+3040.43%
Snowden Capital Advisors LLC14.64KJun 30, 26+4220.40%
PARK AVENUE SECURITIES LLC13.48KJun 30, 26+310.37%
OneAscent Financial Services LLC12.88KJun 30, 26+1610.35%
American Institute for Advanced Investment Management, LLP11.41KJun 30, 26-4000.31%
NewEdge Wealth, LLC10.46KJun 30, 26-5270.29%
IFG Advisory, LLC10.14KJun 30, 26+10.14K0.28%
Sanctuary Advisors, LLC7.51KJun 30, 26--0.21%
COMMONWEALTH EQUITY SERVICES, LLC7.34KJun 30, 26+1.45K0.20%
HARBOUR INVESTMENTS, INC.6.70KJun 30, 26+1.64K0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.68KJun 30, 26+1.60K0.18%
D.A. DAVIDSON & CO.5.62KJun 30, 26-1.25K0.15%
Private Advisor Group, LLC5.12KJun 30, 26+3830.14%
Simplicity Wealth,LLC5.08KJun 30, 26+5.08K0.14%
Kingsview Wealth Management, LLC4.74KJun 30, 26+4.74K0.13%
Pine Valley Investments Ltd Liability Co4.28KJun 30, 26+1880.12%
LaSalle St. Investment Advisors, LLC4.22KJun 30, 26-210.12%
BlueChip Wealth Advisors LLC4.08KJun 30, 26--0.11%
Envestnet Portfolio Solutions, Inc.3.99KJun 30, 26+3650.11%
TWO SIGMA SECURITIES, LLC3.63KJun 30, 26+3.63K0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.3.50KJun 30, 26+580.10%
MML INVESTORS SERVICES, LLC3.49KJun 30, 26-1680.10%
Pinnacle Family Advisors, LLC3.45KJun 30, 26-2950.09%
JONES FINANCIAL COMPANIES LLLP3.39KJun 30, 26+5010.09%
RFG Advisory, LLC3.38KJun 30, 26-2670.09%
MGO ONE SEVEN LLC3.24KJun 30, 26--0.09%
JANE STREET GROUP, LLC3.02KJun 30, 26-6.89K0.08%
Mariner, LLC2.87KJun 30, 26-3320.08%
Triad Wealth Partners, LLC2.80KJun 30, 26-4.37K0.08%
TUCKER ASSET MANAGEMENT LLC2.76KJun 30, 26+4180.08%
Global Retirement Partners, LLC1.86KJun 30, 26+1.86K0.05%
Ashton Thomas Private Wealth, LLC1.52KJun 30, 26+50.04%
TSFG, LLC1.33KJun 30, 26+40.04%
Parallel Advisors, LLC1.11KJun 30, 26+1000.03%
Rossby Financial, LCC937Jun 30, 26-150.03%
CULLEN/FROST BANKERS, INC.875Jun 30, 26+4810.02%
MERCER GLOBAL ADVISORS INC /ADV760Jun 30, 26+7600.02%
Synergy Investment Management, LLC733Jun 30, 26--0.02%
REAP Financial Group, LLC728Jun 30, 26+50.02%
Mowery & Schoenfeld Wealth Management, LLC679Jun 30, 26+6790.02%
HANTZ FINANCIAL SERVICES, INC.573Jun 30, 26+5730.02%
FMR LLC553Jun 30, 26+1330.02%
Rockefeller Capital Management L.P.512Jun 30, 26+120.01%
TOUNJIAN ADVISORY PARTNERS, LLC476Jun 30, 26+4760.01%
US BANCORP \DE\459Jun 30, 26-15.03K0.01%
WELLS FARGO & COMPANY/MN346Jun 30, 26+3460.01%
JPMORGAN CHASE & CO327Jun 30, 26+200.01%
Smartleaf Asset Management LLC283Jun 30, 26--0.01%
Signature Equity Partners, LLC250Jun 30, 26+50.01%
ROYAL BANK OF CANADA230Jun 30, 26-1040.01%
Spire Wealth Management192Jun 30, 26+320.01%
Luminist Capital LLC132Jun 30, 26+1320.00%
Buck Wealth Strategies, LLC120Jun 30, 26+1200.00%
Integrated Wealth Concepts LLC118Jun 30, 26+1180.00%
FIFTH THIRD BANCORP100Jun 30, 26--0.00%
Silver Grove Financial Group, Inc.92Jun 30, 26+920.00%
Atlantic Union Bankshares Corp75Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.66Jun 30, 26--0.00%
Lloyd Advisory Services, LLC.61Jun 30, 26+610.00%
HUNTINGTON NATIONAL BANK53Jun 30, 26+530.00%
FIDUCIARY FINANCIAL ADVISORS33Jun 30, 26+330.00%
MPWM ADVISORY SOLUTIONS, LLC28Jun 30, 26--0.00%
Key Capital Management, INC24Jun 30, 26--0.00%
Quest 10 Wealth Builders, Inc.16Jun 30, 26+160.00%
Strive Financial Group ,LLC9Jun 30, 26--0.00%
SBI Securities Co., Ltd.8Jun 30, 26+80.00%
Western Wealth Management, LLC--Jun 30, 26-157--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-68--
Concorde Asset Management, LLC--Jun 30, 26-26.41K--
Pacific Excel Wealth Advisors, Inc.--Jun 30, 26-9.34K--
PURSUE WEALTH PARTNERS LLC--Jun 30, 26-2.80K--
Kestra Advisory Services, LLC--Jun 30, 26-10.53K--
CWM, LLC165Mar 31, 26+1650.00%
COMERICA BANK100Dec 31, 25+1000.00%
CIBC Private Wealth Group LLC64Dec 31, 25--0.00%
Congress Wealth Management LLC / DE /723.32KJun 30, 25+4.89K19.82%
AVANTAX ADVISORY SERVICES, INC.27.73KJun 30, 25+5.68K0.76%
Good Life Advisors, LLC24.36KJun 30, 25-4.46K0.67%
Moser Wealth Advisors, LLC1.18KJun 30, 25+1.18K0.03%
Atria Wealth Solutions, Inc.--Jun 30, 25-9.34K--
Orion Portfolio Solutions, LLC16.03KMar 31, 25-2380.44%
Sandy Spring Bank86Mar 31, 25--0.00%
SignalPoint Asset Management, LLC12.79KDec 31, 24-1.66K0.35%
Raymond James Financial Services Advisors, Inc.34.05KSep 30, 24+2.94K0.93%
RAYMOND JAMES & ASSOCIATES7.01KSep 30, 24-18.87K0.19%
BENJAMIN F. EDWARDS & COMPANY, INC.67.26KJun 30, 24+16.48K1.84%
Coppell Advisory Solutions Corp.39.83KMar 31, 24+39.83K1.09%
Cetera Advisors LLC15.76KMar 31, 24+15.76K0.43%
Cetera Advisor Networks LLC12.22KMar 31, 24-250.33%
Retirement Group, LLC15Mar 31, 24--0.00%
PROVENCE WEALTH MANAGEMENT GROUP1.90KDec 31, 23--0.05%
OLD MISSION CAPITAL, LLC23.11KDec 31, 20+23.11K0.63%
Advisor Group, Inc.2.80KDec 31, 19-1.33K0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.2.76KDec 31, 19-5.21K0.08%
RELIANCE TRUST CO OF DELAWARE21.14KMar 31, 19+4.20K0.58%
IFC Holdings Incorporated/FL6.04KDec 31, 17-26.86K0.17%
BB&T INVESTMENT SERVICES, INC.106Dec 31, 17+1060.00%
Commonwealth Equity Services, Inc4.21KJun 30, 17+4.21K0.12%
WFG Advisors, LP1.36KJun 30, 17--0.04%
MSI Financial Services Inc315Dec 31, 16-590.01%
SOCIETE GENERALE7.51KJun 30, 16+7.51K0.21%
Gupta Wealth Management LLC400Mar 31, 16--0.01%
F-Squared Investment Management, LLC1.25MJun 30, 15-847.07K34.26%
MANAGED ACCOUNT ADVISORS LLC18.27KJun 30, 15+4.90K0.50%
UBS AG9.99KSep 30, 14+6.86K0.27%
Jane Street Holding, LLC9.71KDec 31, 13+9.71K0.27%

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.