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Institutional Ownership

Top 161 Institutional Holders
HolderSharesDateChange% Held
GoalVest Advisory LLC3.78KSep 30, 26-3330.04%
RAYMOND JAMES FINANCIAL INC725.06KJun 30, 26+493.72K8.07%
Cetera Investment Advisers492.47KJun 30, 26+131.67K5.48%
ENVESTNET ASSET MANAGEMENT INC474.21KJun 30, 26+248.78K5.28%
ADVISOR GROUP HOLDINGS, INC.429.08KJun 30, 26+306.09K4.77%
Atria Investments, Inc424.65KJun 30, 26+161.37K4.72%
LPL Financial LLC375.22KJun 30, 26+213.65K4.17%
Mariner, LLC263.27KJun 30, 26-5.36K2.93%
COMMONWEALTH EQUITY SERVICES, LLC238.64KJun 30, 26+24.76K2.65%
First International Bank of Israel Ltd.200.00KJun 30, 26--2.23%
Kestra Advisory Services, LLC148.86KJun 30, 26-23.04K1.66%
Colony Group, LLC141.19KJun 30, 26-6.04K1.57%
Avantra Family Wealth, Inc.108.93KJun 30, 26+6011.21%
MAI Capital Management105.25KJun 30, 26+93.53K1.17%
BAM Wealth Management, LLC104.31KJun 30, 26+104.31K1.16%
CreativeOne Wealth, LLC86.67KJun 30, 26+54.66K0.96%
VestGen Advisors, LLC84.17KJun 30, 26-10.88K0.94%
Schulz Wealth, LTD.55.89KJun 30, 26+55.89K0.62%
Cambridge Investment Research Advisors, Inc.50.99KJun 30, 26+1.32K0.57%
FOUNDERS FINANCIAL SECURITIES LLC45.69KJun 30, 26+2.43K0.51%
Foundations Investment Advisors, LLC45.63KJun 30, 26-1.71K0.51%
Arkadios Wealth Advisors43.98KJun 30, 26-2000.49%
Tanglewood Legacy Advisors, LLC43.13KJun 30, 26+14.94K0.48%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC41.34KJun 30, 26+18.95K0.46%
CAPTRUST FINANCIAL ADVISORS39.78KJun 30, 26-30.19K0.44%
TRUIST FINANCIAL CORP36.63KJun 30, 26+9390.41%
Keystone Wealth Services, LLC36.07KJun 30, 26-5000.40%
Gallagher Fiduciary Advisors, LLC35.91KJun 30, 26+21.95K0.40%
Archer Investment Corp35.53KJun 30, 26+4.58K0.40%
GREAT VALLEY ADVISOR GROUP, INC.35.10KJun 30, 26+35.10K0.39%
Diligent Investors, LLC34.48KJun 30, 26+2.35K0.38%
Range Financial Group LLC33.09KJun 30, 26+33.09K0.37%
Americana Partners, LLC32.26KJun 30, 26-62.22K0.36%
LM Advisors LLC31.29KJun 30, 26+31.29K0.35%
CITY HOLDING CO31.10KJun 30, 26--0.35%
HighTower Advisors, LLC31.02KJun 30, 26+31.02K0.35%
Triad Wealth Partners, LLC30.12KJun 30, 26+1.00K0.34%
AdvisorNet Financial, Inc29.81KJun 30, 26-1510.33%
Nvest Financial, LLC27.34KJun 30, 26--0.30%
NorthCrest Asset Manangement, LLC26.56KJun 30, 26+16.50K0.30%
NewEdge Advisors, LLC25.30KJun 30, 26+3.69K0.28%
Integrated Wealth Concepts LLC25.15KJun 30, 26-1080.28%
Ausdal Financial Partners, Inc.23.20KJun 30, 26+5.82K0.26%
MML INVESTORS SERVICES, LLC23.11KJun 30, 26+2.74K0.26%
Icon Wealth Advisors, LLC21.93KJun 30, 26--0.24%
Global Retirement Partners, LLC21.80KJun 30, 26+21.80K0.24%
Ignite Planners, LLC21.16KJun 30, 26-4.46K0.24%
LANGLEY WEALTH MANAGEMENT, LLC21.14KJun 30, 26+21.14K0.24%
Mutual Advisors, LLC20.15KJun 30, 26+6.55K0.22%
Evergreen Wealth Solutions, LLC18.75KJun 30, 26-3660.21%
Strategic Blueprint, LLC18.22KJun 30, 26+18.22K0.20%
Signal Advisors Wealth, LLC18.03KJun 30, 26-2.79K0.20%
NovaPoint Capital, LLC17.82KJun 30, 26-22.82K0.20%
Brookstone Capital Management17.57KJun 30, 26+7.74K0.20%
Farther Finance Advisors, LLC17.55KJun 30, 26+14.30K0.20%
PARK AVENUE SECURITIES LLC17.31KJun 30, 26+17.31K0.19%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16.95KJun 30, 26-25.39K0.19%
Steward Partners Investment Advisory, LLC16.67KJun 30, 26+3.33K0.19%
Madrona Financial Services, LLC16.05KJun 30, 26+16.05K0.18%
HARBOUR INVESTMENTS, INC.15.41KJun 30, 26+14.28K0.17%
SRS Capital Advisors, Inc.15.32KJun 30, 26+7.66K0.17%
Harvest Investment Services, LLC14.35KJun 30, 26-9340.16%
Santori & Peters, Inc.14.07KJun 30, 26--0.16%
Sequent Planning LLC13.60KJun 30, 26-7.18K0.15%
Janney Montgomery Scott LLC13.44KJun 30, 26-1.01K0.15%
Wood Tarver Financial Group, LLC12.96KJun 30, 26-6.58K0.14%
Holistic Planning, LLC12.46KJun 30, 26+2.63K0.14%
REAP Financial Group, LLC12.43KJun 30, 26-4500.14%
PKS Advisory Services, LLC11.74KJun 30, 26+11.74K0.13%
Integrity Financial Corp /WA11.58KJun 30, 26-3.70K0.13%
INDEPENDENT FINANCIAL GROUP, LLC11.46KJun 30, 26-12.77K0.13%
WORLD EQUITY GROUP, INC.11.28KJun 30, 26+11.28K0.13%
Robertson Stephens Wealth Management, LLC10.88KJun 30, 26--0.12%
NEW WAVE WEALTH ADVISORS LLC10.78KJun 30, 26+10.78K0.12%
BFI Wealth Solutions, LLC10.71KJun 30, 26-5220.12%
Concurrent Investment Advisors, LLC10.50KJun 30, 26+2.60K0.12%
CITADEL ADVISORS LLC9.78KJun 30, 26-11.11K0.11%
Ameritas Advisory Services, LLC9.63KJun 30, 26+9.63K0.11%
NORDEN GROUP LLC9.59KJun 30, 26-5800.11%
CoreCap Advisors, LLC9.56KJun 30, 26+1680.11%
UNITED CAPITAL FINANCIAL ADVISERS, LLC9.23KJun 30, 26+2.45K0.10%
StoneX Group Inc.7.96KJun 30, 26+7.96K0.09%
Prosperity Financial Group, Inc.7.93KJun 30, 26+4130.09%
MGO ONE SEVEN LLC7.84KJun 30, 26+3710.09%
Quad-Cities Investment Group, LLC7.83KJun 30, 26--0.09%
Summit Financial Wealth Advisors, LLC7.71KJun 30, 26-4130.09%
STEPHENS INC /AR/7.67KJun 30, 26--0.09%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7.66KJun 30, 26--0.09%
AE Wealth Management LLC7.65KJun 30, 26-10.09%
1776 Wealth LLC7.56KJun 30, 26--0.08%
IFP Advisors, Inc7.32KJun 30, 26-750.08%
Crusonia Wealth Advisors LLC7.28KJun 30, 26--0.08%
First Heartland Consultants, Inc.6.87KJun 30, 26+6850.08%
Stratos Wealth Advisors, LLC6.87KJun 30, 26+7050.08%
Parallel Advisors, LLC6.75KJun 30, 26--0.08%
FSB PREMIER WEALTH MANAGEMENT, INC.6.70KJun 30, 26+1.52K0.07%
US BANCORP \DE\6.61KJun 30, 26+6.61K0.07%
DHJJ Financial Advisors, Ltd.6.55KJun 30, 26+1.94K0.07%
Envestnet Portfolio Solutions, Inc.6.10KJun 30, 26+6090.07%
Sanctuary Advisors, LLC6.05KJun 30, 26-2040.07%
Keating Financial Advisory Services, Inc.5.78KJun 30, 26-4910.06%
Waverly Advisors, LLC5.75KJun 30, 26-840.06%
Cornell Pochily Investment Advisors, Inc.5.72KJun 30, 26-1100.06%
PRINCIPAL SECURITIES, INC.5.55KJun 30, 26+5.55K0.06%
CENTAURUS FINANCIAL, INC.5.36KJun 30, 26-5.12K0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC5.33KJun 30, 26+1200.06%
Castle Rock Wealth Management, LLC5.14KJun 30, 26--0.06%
Commonwealth Financial Services, LLC5.09KJun 30, 26+5.09K0.06%
Chris Bulman Inc5.09KJun 30, 26-2.17K0.06%
Hanlon Investment Management, Inc.5.07KJun 30, 26-11.93K0.06%
Geneos Wealth Management Inc.4.90KJun 30, 26+2.45K0.05%
BARCLAYS PLC4.87KJun 30, 26+3040.05%
NBC SECURITIES, INC.4.68KJun 30, 26--0.05%
TOUNJIAN ADVISORY PARTNERS, LLC4.37KJun 30, 26+4.37K0.05%
FIDUCIARY FINANCIAL ADVISORS3.36KJun 30, 26+3.36K0.04%
JPMORGAN CHASE & CO3.07KJun 30, 26+3.07K0.03%
Benson Wealth Management INC2.10KJun 30, 26--0.02%
Kilter Group LLC1.99KJun 30, 26--0.02%
JONES FINANCIAL COMPANIES LLLP1.90KJun 30, 26--0.02%
Elevated Capital Advisors, LLC1.14KJun 30, 26--0.01%
Financial Network Wealth Advisors LLC1.11KJun 30, 26--0.01%
REXFORD CAPITAL INC1.00KJun 30, 26+1.00K0.01%
Bullseye Investment Management, LLC1.00KJun 30, 26--0.01%
Rockefeller Capital Management L.P.675Jun 30, 26--0.01%
Capital Analysts, LLC670Jun 30, 26--0.01%
Smartleaf Asset Management LLC632Jun 30, 26--0.01%
Lloyd Advisory Services, LLC.607Jun 30, 26+6070.01%
IMG Wealth Management, Inc.412Jun 30, 26--0.00%
REICON WEALTH ADVISORS, LLC300Jun 30, 26+3000.00%
Aptus Capital Advisors, LLC200Jun 30, 26+2000.00%
Capital Investment Advisory Services, LLC184Jun 30, 26-7450.00%
ASSETMARK, INC177Jun 30, 26+1770.00%
WELLS FARGO & COMPANY/MN64Jun 30, 26+640.00%
EVOLUTION WEALTH MANAGEMENT INC.37Jun 30, 26--0.00%
IFG Advisory, LLC10Jun 30, 26+100.00%
COMPASS FINANCIAL MANAGEMENT LLC5Jun 30, 26+50.00%
UBS Group AG--Jun 30, 26-1.18K--
ACT Advisors, LLC.--Jun 30, 26-35.81K--
HBW Advisory Services LLC--Jun 30, 26-5.23K--
ROYAL BANK OF CANADA--Jun 30, 26-14.91K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-7.66K--
HAZLETT, BURT & WATSON, INC.--Jun 30, 26-200--
OLD MISSION CAPITAL LLC--Jun 30, 26-8.98K--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-7.50K--
HRT FINANCIAL LP--Jun 30, 26-32.47K--
Sunbelt Securities, Inc.92.39KMar 31, 26-1.20K1.03%
Catalina Capital Group, LLC8.11KMar 31, 26--0.09%
CWM, LLC506Mar 31, 26--0.01%
AIFG Consultants Ltd.13.70KDec 31, 25--0.15%
GPS Wealth Strategies Group, LLC4.64KDec 31, 25-5.45K0.05%
GRIES FINANCIAL LLC8.33KSep 30, 25-6.25K0.09%
BRASS TAX WEALTH MANAGEMENT, INC6.13KSep 30, 25-3050.07%
AVANTAX ADVISORY SERVICES, INC.14.57KJun 30, 25+8.29K0.16%
Atria Wealth Solutions, Inc.12.67KJun 30, 25-27.14K0.14%
Orion Portfolio Solutions, LLC10.83KMar 31, 25-230.12%
Raymond James Financial Services Advisors, Inc.822.50KSep 30, 24+353.77K9.15%
RAYMOND JAMES & ASSOCIATES341.25KSep 30, 24+115.59K3.80%
InterOcean Capital Group, LLC383.83KMar 31, 24-77.87K4.27%
Cetera Advisors LLC37.28KMar 31, 24+7.11K0.41%
Cetera Advisor Networks LLC36.77KMar 31, 24+11.41K0.41%
Icon Wealth Partners, LLC15.65KSep 30, 23-2930.17%

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.