FLAX

Institutional Ownership

Top 28 Institutional Holders
HolderSharesDateChange% Held
VisionPoint Advisory Group, LLC--Sep 30, 26-5.73K--
Csenge Advisory Group295.38KJun 30, 26-29.10K18.46%
PGIM Custom Harvest LLC209.84KJun 30, 26+22.00K13.12%
OneAscent Financial Services LLC55.81KJun 30, 26+55.81K3.49%
FRANKLIN RESOURCES INC55.00KJun 30, 26--3.44%
GOLDMAN SACHS GROUP INC46.48KJun 30, 26+46.48K2.91%
ROYAL BANK OF CANADA30.17KJun 30, 26--1.89%
WCG Wealth Advisors LLC29.79KJun 30, 26-9781.86%
Yoffe Investment Management, LLC27.44KJun 30, 26--1.71%
CI Private Wealth, LLC25.44KJun 30, 26+1.47K1.59%
TOP Private Wealth LLC.21.81KJun 30, 26+21.81K1.36%
LPL Financial LLC20.99KJun 30, 26-6.01K1.31%
Quantinno Capital Management LP12.61KJun 30, 26-1530.79%
Retirement Planning Group10.57KJun 30, 26+2.16K0.66%
Lido Advisors, LLC9.26KJun 30, 26+9.26K0.58%
Americana Partners, LLC9.19KJun 30, 26--0.57%
SUSQUEHANNA INTERNATIONAL GROUP, LLP8.46KJun 30, 26-3.24K0.53%
ADVISOR GROUP HOLDINGS, INC.1.80KJun 30, 26+1.80K0.11%
Park Square Financial Group, LLC682Jun 30, 26-6730.04%
UBS Group AG431Jun 30, 26+4310.03%
Lloyd Advisory Services, LLC.170Jun 30, 26+1700.01%
CITADEL ADVISORS LLC--Jun 30, 26-53.60K--
MORGAN STANLEY--Jun 30, 26-157--
Vivaldi Capital Management LP10.61KMar 31, 26--0.66%
KCS Wealth Advisory--Sep 30, 23-13.71K--
V Wealth Advisors LLC--Sep 30, 23-33.06K--
Kore Private Wealth LLC--Sep 30, 22-12.45K--
CPWM, LLC--Sep 30, 22-10.13K--

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.