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Institutional Ownership

Top 257 Institutional Holders
HolderSharesDateChange% Held
EASTERN BANK384.93KSep 30, 26--0.25%
Farther Finance Advisors, LLC95.59KSep 30, 26+1.31K0.06%
VISTA INVESTMENT PARTNERS LLC24.14KSep 30, 26--0.02%
DECISION INVESTMENTS, INC18.29KSep 30, 26--0.01%
Acropolis Investment Management, LLC15.72KSep 30, 26--0.01%
Tactive Advisors, LLC10.66KSep 30, 26+10.66K0.01%
CoreCap Advisors, LLC480Sep 30, 26--0.00%
MASSMUTUAL TRUST CO FSB/ADV390Sep 30, 26--0.00%
RHODES INVESTMENT ADVISORS INC /ADV--Sep 30, 26-12.45K--
MORGAN STANLEY5.21MJun 30, 26+665.74K3.34%
STIFEL FINANCIAL CORP1.39MJun 30, 26+620.46K0.89%
BANK OF AMERICA CORP /DE/1.38MJun 30, 26+88.96K0.88%
Formidable Asset Management, LLC1.37MJun 30, 26-6.31K0.88%
1607 Capital Partners, LLC1.11MJun 30, 26+874.05K0.71%
Janney Montgomery Scott LLC1.04MJun 30, 26-262.46K0.67%
ADVISOR GROUP HOLDINGS, INC.958.91KJun 30, 26-9.26K0.61%
Sovran Advisors, LLC957.88KJun 30, 26+3820.61%
WELLS FARGO & COMPANY/MN796.68KJun 30, 26+54.72K0.51%
Private Advisor Group, LLC794.27KJun 30, 26+11.85K0.51%
Kestra Advisory Services, LLC727.38KJun 30, 26+33.37K0.47%
LPL Financial LLC723.05KJun 30, 26+57.65K0.46%
Bleakley Financial Group, LLC616.55KJun 30, 26+616.55K0.39%
IHT Wealth Management, LLC598.96KJun 30, 26-327.67K0.38%
RAYMOND JAMES FINANCIAL INC499.59KJun 30, 26+27.11K0.32%
Cetera Investment Advisers464.75KJun 30, 26-34.16K0.30%
WOLVERINE ASSET MANAGEMENT LLC408.89KJun 30, 26-217.33K0.26%
WILEY BROS.-AINTREE CAPITAL, LLC394.77KJun 30, 26+116.57K0.25%
HighPoint Advisor Group LLC374.73KJun 30, 26-4.11K0.24%
VestGen Advisors, LLC346.33KJun 30, 26+18.53K0.22%
Wealthcare Advisory Partners LLC339.12KJun 30, 26+192.94K0.22%
Capital Wealth Alliance, LLC287.23KJun 30, 26+9170.18%
ROYAL BANK OF CANADA234.97KJun 30, 26+25.82K0.15%
Moors & Cabot, Inc.213.90KJun 30, 26--0.14%
TWO SIGMA INVESTMENTS, LP202.52KJun 30, 26--0.13%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.164.80KJun 30, 26+136.94K0.11%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors160.49KJun 30, 26-1.44K0.10%
Calamos Advisors LLC146.28KJun 30, 26+9.75K0.09%
ASHFORD CAPITAL MANAGEMENT INC146.00KJun 30, 26--0.09%
J.W. COLE ADVISORS, INC.143.29KJun 30, 26+143.29K0.09%
KESTRA PRIVATE WEALTH SERVICES, LLC141.62KJun 30, 26+4.27K0.09%
Bramshill Investments, LLC137.04KJun 30, 26+1.64K0.09%
UBS Group AG129.86KJun 30, 26-3.63K0.08%
EXCEL SECURITIES & ASSOCIATES, INC.125.70KJun 30, 26--0.08%
COMMONWEALTH EQUITY SERVICES, LLC122.45KJun 30, 26+2.41K0.08%
Concurrent Investment Advisors, LLC112.93KJun 30, 26+3.32K0.07%
Merit Financial Group, LLC112.36KJun 30, 26+1.91K0.07%
Carnegie Lake Advisors LLC111.48KJun 30, 26--0.07%
Alessandra Capital Management, LLC111.03KJun 30, 26+6.50K0.07%
OPPENHEIMER & CO INC108.90KJun 30, 26+11.10K0.07%
NWF Advisory Services Inc.100.63KJun 30, 26-12.00K0.06%
Total Wealth Planning & Management, Inc.98.39KJun 30, 26-9320.06%
TRUIST FINANCIAL CORP96.26KJun 30, 26-7.39K0.06%
Farther Finance Advisors, LLC94.28KJun 30, 26+8.16K0.06%
Oxbow Advisors, LLC91.75KJun 30, 26--0.06%
NWAM LLC88.45KJun 30, 26+2860.06%
Baird Financial Group, Inc.83.88KJun 30, 26+2.26K0.05%
Creative Planning82.98KJun 30, 26+61.85K0.05%
Garden State Investment Advisory Services LLC73.84KJun 30, 26-7.64K0.05%
BANK OF MONTREAL /CAN/71.62KJun 30, 26--0.05%
WCG Wealth Advisors LLC70.00KJun 30, 26--0.04%
Cambridge Investment Research Advisors, Inc.65.87KJun 30, 26+3520.04%
Stratos Wealth Partners, LTD.64.27KJun 30, 26+2800.04%
Live Oak Private Wealth LLC63.15KJun 30, 26--0.04%
STEPHENS INC /AR/61.92KJun 30, 26-5010.04%
Samalin Investment Counsel, LLC55.09KJun 30, 26+37.02K0.04%
PFG Investments, LLC53.69KJun 30, 26-10.75K0.03%
FLAGSHIP HARBOR ADVISORS, LLC50.72KJun 30, 26+3.00K0.03%
TCFG Investment Advisors, LLC50.24KJun 30, 26--0.03%
Comprehensive Money Management Services LLC49.60KJun 30, 26-6.75K0.03%
WEDBUSH SECURITIES INC49.10KJun 30, 26+9.49K0.03%
Kovack Advisors, Inc.49.02KJun 30, 26+3.64K0.03%
THRIVENT FINANCIAL FOR LUTHERANS48.21KJun 30, 26-6.48K0.03%
Abel Hall, LLC46.00KJun 30, 26+46.00K0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC44.12KJun 30, 26--0.03%
JGP Wealth Management, LLC43.34KJun 30, 26--0.03%
CSS LLC/IL41.70KJun 30, 26+8.70K0.03%
Texas Yale Capital Corp.39.50KJun 30, 26+5.00K0.03%
INSIGNEO ADVISORY SERVICES, LLC39.33KJun 30, 26--0.03%
BENJAMIN EDWARDS INC39.15KJun 30, 26-7980.03%
MML INVESTORS SERVICES, LLC38.56KJun 30, 26-2.33K0.02%
StoneX Group Inc.37.99KJun 30, 26+24.80K0.02%
MERCER GLOBAL ADVISORS INC /ADV36.78KJun 30, 26+18.04K0.02%
B. Riley Wealth Advisors, Inc.36.00KJun 30, 26+4340.02%
CITADEL ADVISORS LLC35.35KJun 30, 26+35.35K0.02%
Mesirow Financial Investment Management, Inc.35.26KJun 30, 26+35.26K0.02%
Mariner, LLC33.52KJun 30, 26+5.26K0.02%
Beacon Pointe Advisors, LLC33.31KJun 30, 26-1300.02%
FIFTH THIRD BANCORP33.10KJun 30, 26+10.27K0.02%
Allworth Financial LP32.56KJun 30, 26+8.01K0.02%
Sigma Planning Corp31.32KJun 30, 26-54.40K0.02%
Colony Group, LLC28.64KJun 30, 26-110.29K0.02%
Onyx Bridge Wealth Group LLC28.02KJun 30, 26--0.02%
LVZ, Inc.27.98KJun 30, 26-8.01K0.02%
Advisory Services Network, LLC27.94KJun 30, 26+12.15K0.02%
RFG Advisory, LLC27.29KJun 30, 26+1.10K0.02%
CHOREO, LLC26.57KJun 30, 26+2.98K0.02%
Financial Plan, Inc.25.03KJun 30, 26--0.02%
Robertson Stephens Wealth Management, LLC24.15KJun 30, 26--0.02%
DF DENT & CO INC23.47KJun 30, 26--0.02%
Sequoia Financial Advisors, LLC22.33KJun 30, 26--0.01%
Fisher Asset Management, LLC22.20KJun 30, 26+22.20K0.01%
BROWN, LISLE/CUMMINGS, INC.22.13KJun 30, 26+1440.01%
Advisors Capital Management, LLC20.81KJun 30, 26--0.01%
Sentinus, LLC19.85KJun 30, 26--0.01%
High Net Worth Advisory Group LLC19.48KJun 30, 26--0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.19.34KJun 30, 26-7000.01%
JANE STREET GROUP, LLC18.94KJun 30, 26-42.55K0.01%
DECISION INVESTMENTS, INC18.29KJun 30, 26+9300.01%
Pacific Sage Partners, LLC17.34KJun 30, 26--0.01%
Freestone Capital Holdings, LLC16.41KJun 30, 26+2.60K0.01%
Acropolis Investment Management, LLC15.72KJun 30, 26--0.01%
ENVESTNET ASSET MANAGEMENT INC14.97KJun 30, 26+2.06K0.01%
D.A. DAVIDSON & CO.14.91KJun 30, 26--0.01%
Global Retirement Partners, LLC14.85KJun 30, 26+14.85K0.01%
ASSETMARK, INC14.56KJun 30, 26--0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV14.38KJun 30, 26+1920.01%
Detalus Advisors, LLC13.92KJun 30, 26+1470.01%
MITCHELL SINKLER & STARR/PA13.75KJun 30, 26--0.01%
MITCHELL MCLEOD PUGH & WILLIAMS INC13.28KJun 30, 26+13.28K0.01%
BRYN MAWR TRUST Co13.03KJun 30, 26--0.01%
HighTower Advisors, LLC12.51KJun 30, 26+1840.01%
Modera Wealth Management, LLC12.23KJun 30, 26-2.03K0.01%
WESPAC Advisors, LLC11.79KJun 30, 26-1.46K0.01%
NOMURA HOLDINGS INC11.55KJun 30, 26-4.00K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10.74KJun 30, 26+770.01%
Almitas Capital LLC10.27KJun 30, 26+10.27K0.01%
IPG Investment Advisors LLC10.00KJun 30, 26--0.01%
Huntleigh Advisors, Inc.10.00KJun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.44KJun 30, 26--0.01%
MONTAG A & ASSOCIATES INC9.29KJun 30, 26--0.01%
Hilton Head Capital Partners, LLC8.85KJun 30, 26--0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7.39KJun 30, 26+7.39K0.00%
NBC SECURITIES, INC.6.00KJun 30, 26-5.50K0.00%
SRS Capital Advisors, Inc.4.96KJun 30, 26+4.96K0.00%
Pinnacle Wealth Planning Services, Inc.4.39KJun 30, 26+1.14K0.00%
Hurley Capital, LLC4.25KJun 30, 26+730.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.3.50KJun 30, 26+3.50K0.00%
Strengthening Families & Communities, LLC3.35KJun 30, 26+580.00%
GABLES CAPITAL MANAGEMENT INC.3.33KJun 30, 26--0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2.75KJun 30, 26--0.00%
HOLLENCREST CAPITAL MANAGEMENT2.45KJun 30, 26--0.00%
Continuum Advisory, LLC2.35KJun 30, 26+2.35K0.00%
HARBOUR INVESTMENTS, INC.2.20KJun 30, 26--0.00%
Integrated Wealth Concepts LLC2.08KJun 30, 26+2.08K0.00%
WPG Advisers, LLC1.93KJun 30, 26+4960.00%
Osbon Capital Management LLC1.79KJun 30, 26+1.17K0.00%
WHITTIER TRUST CO1.50KJun 30, 26--0.00%
Thomas J. Herzfeld Advisors, Inc.1.50KJun 30, 26+70.00%
TRUST CO OF VERMONT1.30KJun 30, 26+1.30K0.00%
SHP Wealth Management1.20KJun 30, 26+1.20K0.00%
DHJJ Financial Advisors, Ltd.1.20KJun 30, 26--0.00%
Community Financial Services Group, LLC1.05KJun 30, 26--0.00%
NewEdge Advisors, LLC1.00KJun 30, 26-5.49K0.00%
Federation des caisses Desjardins du Quebec1.00KJun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC800Jun 30, 26+8000.00%
N.E.W. Advisory Services LLC800Jun 30, 26--0.00%
SJS Investment Consulting Inc.684Jun 30, 26+110.00%
Tidemark, LLC598Jun 30, 26--0.00%
Golden State Wealth Management, LLC520Jun 30, 26--0.00%
Frazier Financial Advisors, LLC446Jun 30, 26--0.00%
VISION FINANCIAL MARKETS LLC445Jun 30, 26+80.00%
Larson Financial Group LLC405Jun 30, 26+4050.00%
SALEM INVESTMENT COUNSELORS INC250Jun 30, 26--0.00%
Truvestments Capital LLC202Jun 30, 26--0.00%
Glen Eagle Advisors, LLC120Jun 30, 26+1200.00%
Financial Life Planners105Jun 30, 26+20.00%
Sachetta, LLC6Jun 30, 26--0.00%
CITIGROUP INC3Jun 30, 26--0.00%
Rockefeller Capital Management L.P.--Jun 30, 26-1.21K--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.--Jun 30, 26-40--
XTX Topco Ltd--Jun 30, 26-13.41K--
Coastal Investment Advisors, Inc.--Jun 30, 26-10.23K--
Logan Stone Capital, LLC--Jun 30, 26-30.18K--
HUNTINGTON NATIONAL BANK--Jun 30, 26-264--
Navis Wealth Advisors, LLC--Jun 30, 26-228.28K--
Root Financial Partners, LLC--Jun 30, 26-84--
Pinnacle Family Advisors, LLC--Jun 30, 26-12.43K--
Corvid Peak Capital Management, LLC--Jun 30, 26-18.16K--
Sound Income Strategies, LLC--Jun 30, 26-635--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-50.09K--
Triad Wealth Partners, LLC--Jun 30, 26-15.08K--
WFA of San Diego, LLC--Jun 30, 26-800--
RHUMBLINE ADVISERS--Jun 30, 26-1--
Spire Wealth Management--Jun 30, 26-6.00K--
Atomi Financial Group, Inc.--Jun 30, 26-140.13K--
BlackRock, Inc.--Jun 30, 26-509--
WT Wealth Management--Jun 30, 26-17.55K--
MAI Capital Management--Jun 30, 26-3.09K--
TCFG WEALTH MANAGEMENT, LLC50.24KMar 31, 26--0.03%
CWM, LLC424Mar 31, 26--0.00%
Alpha Cubed Investments, LLC23.30KDec 31, 25+23.30K0.01%
COMERICA BANK22.63KDec 31, 25+18.60K0.01%
Vantage Financial Partners, LLC13.04KDec 31, 25-11.32K0.01%
Motiv8 Investments LLC339Dec 31, 25+3390.00%
OPTIMUM INVESTMENT ADVISORS304.37KSep 30, 25+22.68K0.19%
Sonora Investment Management Group, LLC92.23KSep 30, 25+5990.06%
L.M. KOHN & COMPANY25.90KSep 30, 25-6.00K0.02%
Moloney Securities Asset Management, LLC14.80KSep 30, 25--0.01%
Atria Wealth Solutions, Inc.100.36KJun 30, 25-2.66K0.06%
Capital Market Strategies LLC40.05KJun 30, 25-2.96K0.03%
AVANTAX ADVISORY SERVICES, INC.29.51KJun 30, 25+4570.02%
Transform Wealth, LLC23.17KMar 31, 25--0.01%
Sheaff Brock Investment Advisors, LLC14.00KMar 31, 25+14.00K0.01%
RAYMOND JAMES & ASSOCIATES240.06KSep 30, 24-16.47K0.15%
Raymond James Financial Services Advisors, Inc.106.70KSep 30, 24+2.54K0.07%
RAYMOND JAMES TRUST N.A.13.00KSep 30, 24+13.00K0.01%
Carmichael Hill & Associates, Inc.2.75KSep 30, 24+580.00%
Gratus Capital LLC23.00KJun 30, 24+23.00K0.01%
Custom Portfolio Group LLC18.17KJun 30, 24--0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.5.10KJun 30, 24--0.00%
ICA Group Wealth Management, LLC1.34KJun 30, 24--0.00%
Cetera Advisor Networks LLC366.58KMar 31, 24-150.39K0.23%
Highlander Capital Management, LLC136.92KMar 31, 24-9.43K0.09%
CAMBRIDGE TRUST CO111.33KMar 31, 24--0.07%
Cetera Advisors LLC74.32KMar 31, 24+19.42K0.05%
Baystate Wealth Management LLC1.52KDec 31, 23+1.52K0.00%
FREEDOM WEALTH ALLIANCE, LLC--Sep 30, 23-44.44K--
BDO Wealth Advisors, LLC25.94KJun 30, 23-1.24K0.02%
CTC Capital Management, LLC20.80KMar 31, 23--0.01%
TRUSTCORE FINANCIAL SERVICES, LLC24.70KDec 31, 22-2.38K0.02%
Capital Financial Services, LLC10.00KDec 31, 22--0.01%
Covington Capital Management4.00KSep 30, 22--0.00%
American Portfolios Advisors600Sep 30, 22--0.00%
B. Riley Wealth Management, Inc.99.80KJun 30, 22+65.80K0.06%
Cordasco Financial Network3.33KJun 30, 22--0.00%
REILLY FINANCIAL ADVISORS, LLC2.13KDec 31, 21--0.00%
NEXT Financial Group, Inc1.20KDec 31, 21--0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV47.25KSep 30, 21+28.60K0.03%
Weather Gauge Advisory, LLC42.94KSep 30, 21-3450.03%
LEVEL FOUR FINANCIAL, LLC12.00KSep 30, 21--0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV267.84KDec 31, 20+149.45K0.17%
Advisor Group, Inc.118.80KDec 31, 19+5.47K0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.73.33KDec 31, 19-13.54K0.05%
BB&T SECURITIES, LLC48.23KSep 30, 19+22.13K0.03%
SUNTRUST BANKS INC18.82KSep 30, 19+7.62K0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC3.20KSep 30, 19--0.00%
MONROE BANK & TRUST/MI11.99KJun 30, 19--0.01%
NEXT Financial Holdings558Mar 31, 19+5580.00%
Opera Trading Capital154.89KDec 31, 18+154.89K0.10%
Allegis Investment Advisors, LLC22.86KMar 31, 18--0.01%
Commonwealth Equity Services, Inc597.13KJun 30, 17+143.57K0.38%
WFG Advisors, LP1.00KJun 30, 17--0.00%
Virtu KCG Holdings LLC--Jun 30, 17-10.45K--
MSI Financial Services Inc115.69KDec 31, 16-58.17K0.07%
Investors Capital Advisory Services317.26KJun 30, 16+12.97K0.20%
VSR Financial Services, Inc.37.77KJun 30, 16+5.11K0.02%
J.P. Turner & Co Capital Mnagement, LLC10.83KSep 30, 15+10.83K0.01%
MANAGED ACCOUNT ADVISORS LLC--Jun 30, 15-3--
BAIRD ROBERT W & CO INC /WI/147.67KMar 31, 15+44.06K0.09%
STANCORP INVESTMENT ADVISERS INC530Mar 31, 15--0.00%
NEW ENGLAND SECURITIES CORP /MA/158.39KDec 31, 14-12.14K0.10%
Gary Goldberg Planning Services Inc371Dec 31, 14--0.00%
UBS AG2.69MSep 30, 14+704.43K1.72%
KMS FINANCIAL SERVICES, INC15.17KJun 30, 14-39.20K0.01%
Compass Efficient Model Portfolios, LLC3.98KDec 31, 13-1370.00%
STIFEL NICOLAUS & CO INC \MO\29.51KSep 30, 13+1.30K0.02%
KNIGHT CAPITAL GROUP LLC13.05KJun 30, 13-9.53K0.01%

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.