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Institutional Ownership

Top 113 Institutional Holders
HolderSharesDateChange% Held
Scarborough Advisors, LLC--Sep 30, 26-28.72K--
AdvisorNet Financial, Inc--Sep 30, 26-2.46K--
Southland Equity Partners LLC--Sep 30, 26-17.81K--
LPL Financial LLC1.61MJun 30, 26-206.20K11.90%
FOUNDATIONS INVESTMENT ADVISORS, LLC616.24KJun 30, 26+24.39K4.57%
Cetera Investment Advisers339.80KJun 30, 26+1.24K2.52%
OSAIC HOLDINGS, INC.310.58KJun 30, 26+39.40K2.30%
RAYMOND JAMES FINANCIAL INC279.08KJun 30, 26+34.12K2.07%
TRUIST FINANCIAL CORP255.65KJun 30, 26+29.49K1.89%
Kestra Advisory Services, LLC241.72KJun 30, 26-9.95K1.79%
ENVESTNET ASSET MANAGEMENT INC233.42KJun 30, 26+26.52K1.73%
Systelligence, LLC218.25KJun 30, 26-6.86K1.62%
Cambridge Investment Research Advisors, Inc.205.73KJun 30, 26-11.93K1.52%
Goldstone Financial Group, LLC185.56KJun 30, 26+116.05K1.38%
Western Wealth Management, LLC180.38KJun 30, 26+27.62K1.34%
NewEdge Advisors, LLC174.42KJun 30, 26-17.39K1.29%
JONES FINANCIAL COMPANIES LLLP171.79KJun 30, 26+28.36K1.27%
MML INVESTORS SERVICES, LLC166.29KJun 30, 26+25.84K1.23%
Sidoxia Capital Management, LLC151.88KJun 30, 26+33.02K1.13%
ASSETMARK, INC144.00KJun 30, 26-2.15K1.07%
VERUS CAPITAL PARTNERS, LLC135.50KJun 30, 26+118.52K1.00%
CREATIVE FINANCIAL DESIGNS INC /ADV109.31KJun 30, 26+4.28K0.81%
Strategic Blueprint, LLC96.54KJun 30, 26-5.17K0.72%
Sigma Planning Corp81.68KJun 30, 26-20.38K0.61%
Independence Asset Advisors, LLC77.21KJun 30, 26+7.67K0.57%
STIFEL FINANCIAL CORP75.20KJun 30, 26+6190.56%
J.W. COLE ADVISORS, INC.71.90KJun 30, 26+71.90K0.53%
SILVER OAK SECURITIES, INCORPORATED69.88KJun 30, 26+15.47K0.52%
Sanctuary Advisors, LLC61.14KJun 30, 26+5.19K0.45%
PSI Advisors, LLC55.38KJun 30, 26-6.56K0.41%
KESTRA PRIVATE WEALTH SERVICES, LLC54.02KJun 30, 26+2.40K0.40%
Camarda Financial Advisors, LLC53.08KJun 30, 26+36.68K0.39%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO51.88KJun 30, 26+21.66K0.38%
CAMPBELL CAPITAL MANAGEMENT INC44.14KJun 30, 26+44.14K0.33%
ROYAL BANK OF CANADA43.48KJun 30, 26+42.31K0.32%
Moors & Cabot, Inc.43.45KJun 30, 26+4.96K0.32%
Ausdal Financial Partners, Inc.40.70KJun 30, 26-8670.30%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC36.42KJun 30, 26-1.31K0.27%
Crestwood Advisors Group, LLC35.68KJun 30, 26+2.68K0.26%
FIFTH THIRD SECURITIES, INC.33.20KJun 30, 26+12.31K0.25%
CENTAURUS FINANCIAL, INC.33.07KJun 30, 26-1.17K0.25%
Legacy Wealth Managment, LLC/ID32.39KJun 30, 26-9810.24%
COMMONWEALTH EQUITY SERVICES, LLC31.52KJun 30, 26-9.78K0.23%
Clear Creek Financial Management, LLC30.93KJun 30, 26+30.93K0.23%
Beacon Pointe Advisors, LLC29.73KJun 30, 26-14.12K0.22%
HARBOUR INVESTMENTS, INC.29.50KJun 30, 26+3.20K0.22%
Cornerstone Wealth Management, LLC28.12KJun 30, 26-2.77K0.21%
FWG Holdings, LLC27.49KJun 30, 26+3.17K0.20%
PRINCIPAL SECURITIES, INC.25.71KJun 30, 26+10.27K0.19%
Advisory Services Network, LLC24.95KJun 30, 26+5000.18%
CAPTRUST FINANCIAL ADVISORS24.50KJun 30, 26+24.50K0.18%
D.A. DAVIDSON & CO.24.24KJun 30, 26-5660.18%
MGO ONE SEVEN LLC23.84KJun 30, 26-3.20K0.18%
Sovran Advisors, LLC23.58KJun 30, 26+5060.17%
Stratos Wealth Partners, LTD.20.56KJun 30, 26+8340.15%
Private Advisor Group, LLC20.30KJun 30, 26-2.17K0.15%
Equitable Holdings, Inc.18.61KJun 30, 26-6.04K0.14%
Gladstone Institutional Advisory LLC18.11KJun 30, 26-2260.13%
SHP Wealth Management17.54KJun 30, 26+11.94K0.13%
ADAPT WEALTH ADVISORS, LLC17.04KJun 30, 26+3850.13%
Keating Financial Advisory Services, Inc.14.77KJun 30, 26+4.99K0.11%
UPTICK PARTNERS, LLC14.74KJun 30, 26+2.43K0.11%
Capital Investment Advisory Services, LLC13.23KJun 30, 26+650.10%
Price Capital Management, Inc.13.00KJun 30, 26+13.00K0.10%
Alchemi Wealth, LLC12.54KJun 30, 26+4950.09%
LANGLEY WEALTH MANAGEMENT, LLC11.09KJun 30, 26+11.09K0.08%
Janney Montgomery Scott LLC10.96KJun 30, 26+6.16K0.08%
Schwallier Wealth Management LLC10.23KJun 30, 26-3.86K0.08%
INTEGRITY ALLIANCE, LLC.9.54KJun 30, 26-9810.07%
Rockefeller Capital Management L.P.8.72KJun 30, 26+1.13K0.06%
HighPoint Advisor Group LLC8.27KJun 30, 26+4360.06%
AMERIFLEX GROUP, INC.7.43KJun 30, 26--0.06%
BNB Wealth Management, LLC7.21KJun 30, 26-4000.05%
Sequent Planning LLC6.96KJun 30, 26+5260.05%
IFG Advisory, LLC6.80KJun 30, 26+6.80K0.05%
COMPASS FINANCIAL MANAGEMENT LLC6.45KJun 30, 26+6.45K0.05%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors6.15KJun 30, 26-2.64K0.05%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5.15KJun 30, 26+5.15K0.04%
BURKE & HERBERT BANK & TRUST CO5.14KJun 30, 26-1000.04%
Brookwood Investment Group LLC4.78KJun 30, 26-5.95K0.04%
Kovack Advisors, Inc.4.67KJun 30, 26+4.67K0.03%
STEPHENS INC /AR/4.50KJun 30, 26--0.03%
Geneos Wealth Management Inc.4.47KJun 30, 26-3000.03%
Signature Equity Partners, LLC3.91KJun 30, 26-6200.03%
Ameritas Advisory Services, LLC3.19KJun 30, 26+3.19K0.02%
Integrated Wealth Concepts LLC2.40KJun 30, 26+2.40K0.02%
CALDWELL SUTTER CAPITAL, INC.390Jun 30, 26+3300.00%
MERCER GLOBAL ADVISORS INC /ADV254Jun 30, 26+2540.00%
MORGAN STANLEY197Jun 30, 26+1970.00%
FMR LLC4Jun 30, 26+20.00%
WELLS FARGO & COMPANY/MN1Jun 30, 26-2.84K0.00%
CITADEL ADVISORS LLC--Jun 30, 26-36.94K--
JANE STREET GROUP, LLC--Jun 30, 26-58.90K--
AE Wealth Management LLC--Jun 30, 26-6--
Mariner, LLC--Jun 30, 26-8.79K--
Belpointe Asset Management LLC--Jun 30, 26-38.89K--
Octavia Wealth Advisors, LLC--Jun 30, 26-4.67K--
HighTower Advisors, LLC--Jun 30, 26-16.78K--
ASHTON THOMAS SECURITIES, LLC--Jun 30, 26-64.42K--
PNC FINANCIAL SERVICES GROUP, INC.--Jun 30, 26-92--
Sunbelt Securities, Inc.2.81KMar 31, 26-1110.02%
CWM, LLC417Mar 31, 26+40.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-3.81K--
AVANTAX ADVISORY SERVICES, INC.243.48KJun 30, 25+1.20K1.80%
Atria Wealth Solutions, Inc.164.75KJun 30, 25-73.87K1.22%
IronOak Wealth LLC.36.07KJun 30, 25+36.07K0.27%
Legacy Investment Solutions, LLC29.66KJun 30, 25+29.66K0.22%
RAYMOND JAMES & ASSOCIATES102.45KSep 30, 24-36.61K0.76%
Raymond James Financial Services Advisors, Inc.78.91KSep 30, 24+6.98K0.58%
Cetera Advisor Networks LLC48.21KMar 31, 24-6.22K0.36%
Cetera Advisors LLC26.52KMar 31, 24+14.43K0.20%
American Portfolios Advisors203Sep 30, 22--0.00%
Strategic Asset Management, LLC61Sep 30, 22-1540.00%

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.