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Institutional Ownership

Top 146 Institutional Holders
HolderSharesDateChange% Held
NEW YORK LIFE INVESTMENT MANAGEMENT LLC4.27MJun 30, 26+1.57M11.54%
HANTZ FINANCIAL SERVICES, INC.3.73MJun 30, 26-91.14K10.09%
Bank of New York Mellon Corp1.74MJun 30, 26-188.09K4.72%
LPL Financial LLC1.23MJun 30, 26-43.75K3.34%
SHP Wealth Management1.13MJun 30, 26+91.76K3.05%
ENVESTNET ASSET MANAGEMENT INC1.06MJun 30, 26-80.40K2.88%
FRANKLIN RESOURCES INC906.21KJun 30, 26+10.89K2.45%
RAYMOND JAMES FINANCIAL INC876.49KJun 30, 26+18.05K2.37%
Curran Financial Partners, LLC831.24KJun 30, 26+97.69K2.25%
Sage Advisory Services, Ltd.Co.694.13KJun 30, 26-22.08K1.88%
Prentice Wealth Management LLC646.86KJun 30, 26+62.88K1.75%
AMERIPRISE FINANCIAL INC638.92KJun 30, 26-69.80K1.73%
Cetera Investment Advisers548.79KJun 30, 26+64.17K1.48%
ASSETMARK, INC509.69KJun 30, 26+74.33K1.38%
DORVAL Corp346.06KJun 30, 26+7.83K0.94%
ROYAL BANK OF CANADA345.50KJun 30, 26+10.67K0.93%
Independence Financial Advisors, LLC298.88KJun 30, 26+24.21K0.81%
FIFTH THIRD SECURITIES, INC.289.21KJun 30, 26+59.61K0.78%
AIRE ADVISORS, LLC272.53KJun 30, 26+6.63K0.74%
ADVISOR GROUP HOLDINGS, INC.265.74KJun 30, 26+28.33K0.72%
Steward Partners Investment Advisory, LLC237.07KJun 30, 26+20.91K0.64%
TRUIST FINANCIAL CORP211.97KJun 30, 26+12.14K0.57%
Advisory Services Network, LLC203.67KJun 30, 26+203.67K0.55%
MML INVESTORS SERVICES, LLC191.16KJun 30, 26+31.22K0.52%
Mission Hills Financial Advisory, LLC190.16KJun 30, 26-12.90K0.51%
Integrated Wealth Concepts LLC188.23KJun 30, 26+188.23K0.51%
MORGAN STANLEY175.65KJun 30, 26-48.40K0.47%
BANK OF AMERICA CORP /DE/171.37KJun 30, 26-49.51K0.46%
Cambridge Investment Research Advisors, Inc.159.57KJun 30, 26+2620.43%
WealthPlan Investment Management, LLC148.76KJun 30, 26-32.83K0.40%
Calamos Advisors LLC146.34KJun 30, 26-3.20K0.40%
Foguth Wealth Management, LLC.130.08KJun 30, 26+6.98K0.35%
Clark Capital Management Group, Inc.121.69KJun 30, 26+5.35K0.33%
AMERICAN FINANCIAL & TAX STRATEGIES INC119.78KJun 30, 26-7340.32%
Kathmere Capital Management, LLC101.41KJun 30, 26+11.58K0.27%
PNC FINANCIAL SERVICES GROUP, INC.98.97KJun 30, 26+4200.27%
Farther Finance Advisors, LLC87.95KJun 30, 26-13.76K0.24%
WELLS FARGO & COMPANY/MN84.00KJun 30, 26-5.41K0.23%
Fortitude Family Office, LLC73.56KJun 30, 26-47.06K0.20%
Rooted Wealth Advisors, Inc.73.11KJun 30, 26-5850.20%
SEI INVESTMENTS CO69.67KJun 30, 26+36.90K0.19%
BLUE JEAN FINANCIAL LLC68.82KJun 30, 26+8.19K0.19%
Sovran Advisors, LLC67.91KJun 30, 26+3.20K0.18%
WealthPLAN Partners, LLC65.69KJun 30, 26-38.23K0.18%
Equitable Holdings, Inc.64.87KJun 30, 26+6.27K0.18%
Sanctuary Advisors, LLC58.95KJun 30, 26+1.80K0.16%
Fiduciary Alliance LLC57.80KJun 30, 26-2.72K0.16%
JPMORGAN CHASE & CO51.62KJun 30, 26+51.61K0.14%
EAGLE GLOBAL ADVISORS LLC50.04KJun 30, 26-3.60K0.14%
Comprehensive Wealth Management, LLC48.92KJun 30, 26-14.51K0.13%
Insight Wealth Strategies, LLC48.68KJun 30, 26-7.14K0.13%
Cerity Partners LLC44.84KJun 30, 26-3.98K0.12%
Cordoba Advisory Partners LLC43.38KJun 30, 26+13.92K0.12%
STIFEL FINANCIAL CORP42.87KJun 30, 26+8020.12%
FDx Advisors, Inc.42.27KJun 30, 26-8.34K0.11%
Focus Financial Network, Inc.42.22KJun 30, 26+1.68K0.11%
Key Client Fiduciary Advisors, LLC40.74KJun 30, 26+880.11%
Pensionmark Financial Group, LLC39.81KJun 30, 26-160.11%
Acorn Wealth Advisors, LLC36.19KJun 30, 26-4730.10%
MERCER GLOBAL ADVISORS INC /ADV35.71KJun 30, 26--0.10%
Waterfront Wealth Inc.31.40KJun 30, 26+2.34K0.08%
Atria Investments, Inc31.34KJun 30, 26+2530.08%
Simplicity Wealth,LLC30.62KJun 30, 26+30.62K0.08%
Clear Creek Financial Management, LLC30.26KJun 30, 26-2.25K0.08%
Evolution Wealth Advisors, LLC28.31KJun 30, 26-2.14K0.08%
IFP Advisors, Inc27.58KJun 30, 26-6.86K0.07%
Dakota Wealth Management26.72KJun 30, 26+26.72K0.07%
Tenzing Financial LLC25.78KJun 30, 26+1100.07%
SEEDS INVESTOR LLC24.13KJun 30, 26+24.13K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC23.44KJun 30, 26+180.06%
Perigon Wealth Management, LLC23.26KJun 30, 26-7.80K0.06%
Kovack Advisors, Inc.20.25KJun 30, 26-14.43K0.05%
Janney Montgomery Scott LLC19.59KJun 30, 26-1.06K0.05%
Wealthcare Advisory Partners LLC19.03KJun 30, 26+1.73K0.05%
Andina Capital Management, LLC19.02KJun 30, 26-56.70K0.05%
PRINCIPAL SECURITIES, INC.18.74KJun 30, 26+1.43K0.05%
Keudell/Morrison Wealth Management18.68KJun 30, 26-5310.05%
Arkadios Wealth Advisors18.52KJun 30, 26-24.52K0.05%
Zurcher Kantonalbank (Zurich Cantonalbank)17.25KJun 30, 26+2.59K0.05%
KWB Wealth16.67KJun 30, 26-6.44K0.05%
Elm3 Financial Group, LLC16.61KJun 30, 26-1.23K0.04%
McAdam, LLC16.55KJun 30, 26-79.41K0.04%
Tactive Advisors, LLC15.51KJun 30, 26+3.04K0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.12.69KJun 30, 26-9.30K0.03%
Fermata Advisors, LLC12.22KJun 30, 26-2750.03%
Intrua Financial, LLC11.83KJun 30, 26-2.96K0.03%
Regal Investment Advisors LLC11.30KJun 30, 26+2610.03%
ProCore Advisors, LLC11.28KJun 30, 26-9700.03%
Equity Wealth Partners, LLC10.70KJun 30, 26+10.70K0.03%
Advisory Alpha, LLC9.95KJun 30, 26-33.40K0.03%
PARK AVENUE SECURITIES LLC9.93KJun 30, 26+9.93K0.03%
Keeler THomas Management LLC9.59KJun 30, 26+9.59K0.03%
Tower Research Capital LLC (TRC)6.30KJun 30, 26+6.30K0.02%
BlackRock, Inc.5.85KJun 30, 26+1.19K0.02%
KELLEHER FINANCIAL ADVISORS5.06KJun 30, 26+480.01%
AdvisorNet Financial, Inc4.76KJun 30, 26-2.75K0.01%
TD PRIVATE CLIENT WEALTH LLC3.38KJun 30, 26--0.01%
Cape Investment Advisory, Inc.2.24KJun 30, 26+2.24K0.01%
Rockefeller Capital Management L.P.2.19KJun 30, 26-8.46K0.01%
PRIVATE TRUST CO NA2.11KJun 30, 26+130.01%
Geneos Wealth Management Inc.2.05KJun 30, 26--0.01%
Global Retirement Partners, LLC1.91KJun 30, 26+1.91K0.01%
PlanVest Financial, Inc1.86KJun 30, 26+500.01%
FIFTH THIRD BANCORP1.19KJun 30, 26-2050.00%
Signature Equity Partners, LLC1.11KJun 30, 26+10.00%
NBC SECURITIES, INC.1.10KJun 30, 26-1.81K0.00%
Ashton Thomas Private Wealth, LLC714Jun 30, 26--0.00%
AE Wealth Management LLC445Jun 30, 26-1970.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC346Jun 30, 26--0.00%
US BANCORP \DE\338Jun 30, 26-1170.00%
Smartleaf Asset Management LLC281Jun 30, 26--0.00%
BANK OF MONTREAL /CAN/255Jun 30, 26-1.04M0.00%
Ronald Blue Trust, Inc.175Jun 30, 26+1750.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO134Jun 30, 26-2.84K0.00%
Security National Bank66Jun 30, 26--0.00%
Crews Bank & Trust65Jun 30, 26--0.00%
WealthShield Partners, LLC55Jun 30, 26-4.60K0.00%
Park Square Financial Group, LLC42Jun 30, 26-1160.00%
Cornerstone Planning Group LLC20Jun 30, 26-110.00%
Financial Gravity Companies, Inc.4Jun 30, 26+40.00%
HARBOUR INVESTMENTS, INC.3Jun 30, 26-280.00%
Medallion Wealth Advisors, LLC--Jun 30, 26-620--
CLEAR INVESTMENT RESEARCH, LLC--Jun 30, 26-186--
BROWN, LISLE/CUMMINGS, INC.--Jun 30, 26-24--
Kingdom Financial Group LLC.--Jun 30, 26-219--
Lloyd Advisory Services, LLC.--Jun 30, 26-219--
Maia Wealth LLC--Jun 30, 26-84.43K--
Sound Income Strategies, LLC--Jun 30, 26-74--
CITADEL ADVISORS LLC--Jun 30, 26-67.32K--
CWM, LLC65.19KMar 31, 26+10.60K0.18%
Financial Gravity Asset Management, Inc.4Mar 31, 26+10.00%
CIBC Private Wealth Group, LLC742Dec 31, 25+350.00%
COMERICA BANK272Dec 31, 25-7830.00%
OAK HILL WEALTH ADVISORS, LLC45.46KSep 30, 25+17.88K0.12%
SUMMIT INVESTMENT ADVISORS, INC.178.00KJun 30, 25+4.70K0.48%
IronOak Wealth LLC.72.01KJun 30, 25+72.01K0.19%
Atria Wealth Solutions, Inc.46.23KJun 30, 25-36.77K0.12%
First Horizon Advisors, Inc.102Jun 30, 25+1020.00%
Anchor Pointe Wealth Management, LLC11.42KDec 31, 24+11.42K0.03%
Raymond James Financial Services Advisors, Inc.68.33KSep 30, 24+16.92K0.18%
RAYMOND JAMES & ASSOCIATES61.34KSep 30, 24+8.90K0.17%
RAYMOND JAMES TRUST N.A.10.00KSep 30, 24+10.00K0.03%
ICA Group Wealth Management, LLC--Jun 30, 24-25--
Cetera Advisors LLC26.80KMar 31, 24+10.43K0.07%
Cetera Advisor Networks LLC18.30KMar 31, 24-1.12K0.05%
DB Wealth Management Group, LLC170Dec 31, 23+1700.00%

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.