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Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 152 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC800Sep 30, 26--0.01%
RAYMOND JAMES FINANCIAL INC977.96KJun 30, 26-78.60K6.67%
ADVISOR GROUP HOLDINGS, INC.331.34KJun 30, 26-225.08K2.26%
LPL Financial LLC255.52KJun 30, 26-4.33K1.74%
Cetera Investment Advisers193.42KJun 30, 26-42.85K1.32%
COMMONWEALTH EQUITY SERVICES, LLC190.52KJun 30, 26-187.51K1.30%
Kestra Advisory Services, LLC176.86KJun 30, 26-14.30K1.21%
ENVESTNET ASSET MANAGEMENT INC172.93KJun 30, 26-136.00K1.18%
Integrated Wealth Concepts LLC166.16KJun 30, 26--1.13%
DAGCO, INC.106.11KJun 30, 26-51.30K0.72%
Schulz Wealth, LTD.101.09KJun 30, 26+101.09K0.69%
MML INVESTORS SERVICES, LLC100.15KJun 30, 26+4.13K0.68%
TRUIST FINANCIAL CORP94.68KJun 30, 26-91.23K0.65%
Cambridge Investment Research Advisors, Inc.85.44KJun 30, 26+9280.58%
Americana Partners, LLC81.88KJun 30, 26-26.44K0.56%
HRT FINANCIAL LP57.02KJun 30, 26+51.77K0.39%
PARK AVENUE SECURITIES LLC53.38KJun 30, 26--0.36%
FOUNDERS FINANCIAL SECURITIES LLC49.67KJun 30, 26+49.67K0.34%
Avantra Family Wealth, Inc.43.37KJun 30, 26+1260.30%
SUSQUEHANNA INTERNATIONAL GROUP, LLP42.77KJun 30, 26+28.13K0.29%
CreativeOne Wealth, LLC40.05KJun 30, 26-2.14K0.27%
Janney Montgomery Scott LLC35.78KJun 30, 26-7140.24%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors34.00KJun 30, 26--0.23%
Kestra Investment Management, LLC31.18KJun 30, 26-3930.21%
Wood Tarver Financial Group, LLC29.50KJun 30, 26-270.20%
E&G Advisors, LP27.15KJun 30, 26-500.19%
CITY HOLDING CO26.77KJun 30, 26-18.00K0.18%
Diligent Investors, LLC25.99KJun 30, 26-5000.18%
Concurrent Investment Advisors, LLC25.45KJun 30, 26-370.17%
NewEdge Advisors, LLC24.78KJun 30, 26-6.02K0.17%
UNITED CAPITAL FINANCIAL ADVISERS, LLC21.95KJun 30, 26--0.15%
Mount Yale Investment Advisors, LLC20.56KJun 30, 26--0.14%
Vestmark Advisory Solutions, Inc.20.56KJun 30, 26--0.14%
CITADEL ADVISORS LLC20.37KJun 30, 26+10.66K0.14%
Evergreen Wealth Solutions, LLC20.23KJun 30, 26+1.43K0.14%
Avidian Wealth Solutions, LLC19.83KJun 30, 26--0.14%
Kovack Advisors, Inc.19.45KJun 30, 26--0.13%
Tanglewood Legacy Advisors, LLC17.78KJun 30, 26-1600.12%
Prospera Financial Services Inc15.88KJun 30, 26-2500.11%
HighTower Advisors, LLC15.85KJun 30, 26--0.11%
Integrity Financial Corp /WA15.30KJun 30, 26-3.52K0.10%
Keystone Wealth Services, LLC14.79KJun 30, 26-640.10%
Keating Financial Advisory Services, Inc.14.78KJun 30, 26-210.10%
Holistic Planning, LLC14.61KJun 30, 26-1.06K0.10%
ROYAL BANK OF CANADA14.22KJun 30, 26--0.10%
DAYMARK WEALTH PARTNERS, LLC14.20KJun 30, 26-4.01K0.10%
Nvest Financial, LLC13.87KJun 30, 26--0.09%
Mutual Advisors, LLC12.63KJun 30, 26+2350.09%
Ferguson Shapiro LLC11.42KJun 30, 26-1.61K0.08%
HARBOUR INVESTMENTS, INC.11.36KJun 30, 26-1580.08%
SRS Capital Advisors, Inc.11.21KJun 30, 26+11.21K0.08%
Steward Partners Investment Advisory, LLC11.16KJun 30, 26-4000.08%
JANE STREET GROUP, LLC11.06KJun 30, 26+11.06K0.08%
Alpha Financial Partners, LLC10.79KJun 30, 26--0.07%
NORDEN GROUP LLC10.43KJun 30, 26--0.07%
Capital Asset Advisory Services LLC10.16KJun 30, 26+10.16K0.07%
McKinley Carter Wealth Services, Inc.9.86KJun 30, 26+1.80K0.07%
FSB PREMIER WEALTH MANAGEMENT, INC.9.85KJun 30, 26-1.68K0.07%
CARY STREET PARTNERS FINANCIAL LLC9.72KJun 30, 26-1500.07%
Arkadios Wealth Advisors9.50KJun 30, 26--0.06%
Resources Investment Advisors, LLC.9.29KJun 30, 26--0.06%
CoreCap Advisors, LLC9.28KJun 30, 26+1020.06%
GUARDIAN WEALTH ADVISORS, LLC / NC9.00KJun 30, 26--0.06%
Aptus Capital Advisors, LLC9.00KJun 30, 26--0.06%
REAP Financial Group, LLC8.71KJun 30, 26-1730.06%
Farther Finance Advisors, LLC8.65KJun 30, 26+8.46K0.06%
Brookstone Capital Management8.37KJun 30, 26+1650.06%
Archer Investment Corp8.31KJun 30, 26-40.06%
MGO ONE SEVEN LLC8.10KJun 30, 26-9700.06%
MBL Wealth, LLC8.00KJun 30, 26--0.05%
AXXCESS WEALTH MANAGEMENT, LLC7.56KJun 30, 26+7.56K0.05%
Chicago Partners Investment Group LLC7.42KJun 30, 26--0.05%
AE Wealth Management LLC7.37KJun 30, 26-1.47K0.05%
Ergawealth Advisors, Inc.7.37KJun 30, 26--0.05%
Sequent Planning LLC7.22KJun 30, 26-7280.05%
Madrona Financial Services, LLC7.02KJun 30, 26--0.05%
DHJJ Financial Advisors, Ltd.6.73KJun 30, 26--0.05%
CAPTRUST FINANCIAL ADVISORS6.42KJun 30, 26--0.04%
CENTAURUS FINANCIAL, INC.6.39KJun 30, 26--0.04%
XY Planning Network, Inc.6.26KJun 30, 26-2.14K0.04%
Hartford Financial Management Inc.6.21KJun 30, 26-3.58K0.04%
Next Level Private LLC6.11KJun 30, 26--0.04%
Grantvest Financial Group LLC5.88KJun 30, 26-2680.04%
Sanctuary Advisors, LLC5.87KJun 30, 26-1.33K0.04%
NWF Advisory Services Inc.5.73KJun 30, 26-900.04%
Pallas Capital Advisors LLC5.65KJun 30, 26-1130.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5.64KJun 30, 26--0.04%
BFI Wealth Solutions, LLC5.61KJun 30, 26+5.61K0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC5.55KJun 30, 26-9150.04%
Ameritas Advisory Services, LLC5.28KJun 30, 26+5.28K0.04%
Colony Group, LLC5.20KJun 30, 26-5000.04%
Koshinski Asset Management, Inc.5.14KJun 30, 26--0.04%
INSIGNEO ADVISORY SERVICES, LLC4.99KJun 30, 26--0.03%
MAI Capital Management4.96KJun 30, 26-18.28K0.03%
Spire Wealth Management4.92KJun 30, 26-4220.03%
PKS Advisory Services, LLC4.82KJun 30, 26-1.65K0.03%
INDEPENDENT FINANCIAL GROUP, LLC4.75KJun 30, 26-1.50K0.03%
BARCLAYS PLC4.72KJun 30, 26-890.03%
Ausdal Financial Partners, Inc.4.68KJun 30, 26+4.68K0.03%
Financial Network Wealth Advisors LLC4.25KJun 30, 26--0.03%
MORGAN STANLEY3.64KJun 30, 26--0.02%
Triumph Capital Management3.61KJun 30, 26-3.25K0.02%
Rockefeller Capital Management L.P.3.42KJun 30, 26-1.54K0.02%
REICON WEALTH ADVISORS, LLC2.72KJun 30, 26-1.00K0.02%
Geneos Wealth Management Inc.2.33KJun 30, 26+1.10K0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV2.17KJun 30, 26--0.01%
Capital Analysts, LLC2.02KJun 30, 26--0.01%
Kilter Group LLC1.99KJun 30, 26--0.01%
Ankerstar Wealth, LLC1.96KJun 30, 26--0.01%
Larson Financial Group LLC1.89KJun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.70KJun 30, 26+1.70K0.01%
Ameritas Investment Partners, Inc.1.63KJun 30, 26--0.01%
Bullseye Investment Management, LLC1.60KJun 30, 26--0.01%
Murphy & Mullick Capital Management Corp1.52KJun 30, 26--0.01%
JONES FINANCIAL COMPANIES LLLP1.50KJun 30, 26--0.01%
AdvisorNet Financial, Inc1.29KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV1.24KJun 30, 26+1.24K0.01%
Benson Wealth Management INC1.20KJun 30, 26--0.01%
IFP Advisors, Inc1.14KJun 30, 26-8520.01%
JPMORGAN CHASE & CO1.08KJun 30, 26+270.01%
UBS Group AG943Jun 30, 26+3370.01%
FIDUCIARY FINANCIAL ADVISORS915Jun 30, 26+9150.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC807Jun 30, 26--0.01%
Buck Wealth Strategies, LLC750Jun 30, 26+7500.01%
Allworth Financial LP325Jun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.228Jun 30, 26--0.00%
ASSETMARK, INC25Jun 30, 26-3560.00%
COMPASS FINANCIAL MANAGEMENT LLC5Jun 30, 26+50.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-160--
Grant Street Asset Management, Inc.--Jun 30, 26-5.74K--
Advisory Services Network, LLC--Jun 30, 26-128--
GOLDMAN SACHS GROUP INC--Jun 30, 26-6.00K--
US BANCORP \DE\--Jun 30, 26-19--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-21.32K--
Mosley Wealth Management--Jun 30, 26-301--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-5.16K--
Bouchey Financial Group Ltd--Jun 30, 26-8.37K--
OLD MISSION CAPITAL LLC--Jun 30, 26-13.61K--
HBW Advisory Services LLC--Jun 30, 26-22.30K--
Sunbelt Securities, Inc.97.09KMar 31, 26-1.00K0.66%
Anfield Capital Management, LLC5.26KMar 31, 26--0.04%
ORG Partners LLC18.35KDec 31, 25-6.50K0.13%
GPS Wealth Strategies Group, LLC428Dec 31, 25-8.01K0.00%
Pineridge Advisors LLC24Sep 30, 25+240.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-36.19K--
Capital A Wealth Management, LLC--Jun 30, 25-30--
Raymond James Financial Services Advisors, Inc.485.16KSep 30, 24+140.13K3.31%
RAYMOND JAMES & ASSOCIATES237.69KSep 30, 24+81.56K1.62%
RAYMOND JAMES TRUST N.A.5.80KSep 30, 24+5.80K0.04%
Cetera Advisors LLC107.70KMar 31, 24+260.74%
Cetera Advisor Networks LLC41.34KMar 31, 24-60.22K0.28%
InterOcean Capital Group, LLC11.65KMar 31, 24-1.95K0.08%

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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.