GOVI

Institutional Ownership

Top 107 Institutional Holders
HolderSharesDateChange% Held
Invesco Ltd.14.18MJun 30, 26+1.17M45.36%
LPL Financial LLC4.41MJun 30, 26+1.61M14.10%
Bank of New York Mellon Corp2.43MJun 30, 26+10.00K7.77%
Cetera Investment Advisers1.11MJun 30, 26+457.79K3.54%
Commonwealth Financial Services, LLC1.06MJun 30, 26+1.06M3.39%
Private Advisor Group, LLC824.40KJun 30, 26+540.59K2.64%
Petix & Botte Co657.92KJun 30, 26+11.33K2.11%
BANK OF AMERICA CORP /DE/615.78KJun 30, 26-63.65K1.97%
Stewardship Advisors, LLC593.95KJun 30, 26+490.80K1.90%
Spectrum Investment Advisors, Inc.556.90KJun 30, 26+74.09K1.78%
Scarborough Advisors, LLC549.24KJun 30, 26+32.80K1.76%
COMMONWEALTH EQUITY SERVICES, LLC514.77KJun 30, 26+14.33K1.65%
ENVESTNET ASSET MANAGEMENT INC498.84KJun 30, 26+342.50K1.60%
Concurrent Investment Advisors, LLC422.28KJun 30, 26+254.27K1.35%
EXCEL SECURITIES & ASSOCIATES, INC.325.98KJun 30, 26+272.74K1.04%
Integrated Wealth Concepts LLC283.56KJun 30, 26+216.06K0.91%
Garden State Investment Advisory Services LLC281.20KJun 30, 26+253.61K0.90%
ROYAL BANK OF CANADA279.26KJun 30, 26-2.53K0.89%
MORGAN STANLEY255.75KJun 30, 26+2.59K0.82%
Kestra Advisory Services, LLC224.90KJun 30, 26+21.41K0.72%
Total Clarity Wealth Management, Inc.187.44KJun 30, 26+145.06K0.60%
WELLS FARGO & COMPANY/MN180.75KJun 30, 26-454.15K0.58%
Cambridge Investment Research Advisors, Inc.179.96KJun 30, 26+102.82K0.58%
Gladstone Institutional Advisory LLC153.92KJun 30, 26+120.73K0.49%
Simplicity Wealth,LLC151.67KJun 30, 26+142.73K0.49%
SUSQUEHANNA INTERNATIONAL GROUP, LLP132.59KJun 30, 26+132.59K0.42%
Curry Webb Wealth Management LLC104.51KJun 30, 26+61.55K0.33%
ADVISOR GROUP HOLDINGS, INC.96.05KJun 30, 26-27.09K0.31%
VestGen Advisors, LLC77.68KJun 30, 26-4.09K0.25%
WILEY BROS.-AINTREE CAPITAL, LLC76.97KJun 30, 26+76.97K0.25%
JANE STREET GROUP, LLC75.22KJun 30, 26+56.98K0.24%
PNC FINANCIAL SERVICES GROUP, INC.64.77KJun 30, 26+5.13K0.21%
PAX Financial Group, LLC61.87KJun 30, 26+61.87K0.20%
JONES FINANCIAL COMPANIES LLLP57.54KJun 30, 26+14.04K0.18%
Tower Research Capital LLC (TRC)55.44KJun 30, 26-29.75K0.18%
WealthBridge Capital Management, LLC52.38KJun 30, 26+13.21K0.17%
Janney Montgomery Scott LLC46.40KJun 30, 26+46.40K0.15%
Sequent Planning LLC44.91KJun 30, 26-5000.14%
Dynamic Advisor Solutions LLC44.71KJun 30, 26-11.42K0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC43.02KJun 30, 26+3.14K0.14%
Prospera Financial Services Inc38.90KJun 30, 26+2.42K0.12%
Steward Partners Investment Advisory, LLC36.66KJun 30, 26-12.10K0.12%
Schwallier Wealth Management LLC33.12KJun 30, 26-11.04K0.11%
Signal Advisors Wealth, LLC28.70KJun 30, 26+7.92K0.09%
MML INVESTORS SERVICES, LLC26.17KJun 30, 26+26.17K0.08%
PFG Investments, LLC26.13KJun 30, 26-300.08%
PRINCIPAL SECURITIES, INC.23.65KJun 30, 26+23.65K0.08%
FINANCIAL MANAGEMENT NETWORK INC22.30KJun 30, 26+22.30K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21.35KJun 30, 26+820.07%
Pensionmark Financial Group, LLC21.00KJun 30, 26--0.07%
UBS Group AG17.99KJun 30, 26-1.55K0.06%
Spire Wealth Management17.70KJun 30, 26--0.06%
Alteri Wealth LLC17.64KJun 30, 26+17.64K0.06%
FIRETHORN WEALTH PARTNERS, LLC16.61KJun 30, 26+16.61K0.05%
CITADEL ADVISORS LLC16.18KJun 30, 26-18.61K0.05%
Sowell Financial Services LLC14.54KJun 30, 26+8140.05%
Tailwinds Wealth, LLC14.09KJun 30, 26+14.09K0.05%
Community Bank & Trust, Waco, Texas11.73KJun 30, 26+9230.04%
MGO ONE SEVEN LLC11.30KJun 30, 26+11.30K0.04%
Econ Financial Services Corp11.27KJun 30, 26-214.78K0.04%
Sequoia Financial Advisors, LLC10.54KJun 30, 26+1.18K0.03%
Empirical Asset Management, LLC10.50KJun 30, 26+10.50K0.03%
CreativeOne Wealth, LLC10.00KJun 30, 26--0.03%
RAYMOND JAMES FINANCIAL INC9.75KJun 30, 26-4290.03%
JPMORGAN CHASE & CO8.62KJun 30, 26+7.91K0.03%
Axim Planning & Wealth7.42KJun 30, 26+7.42K0.02%
CoreCap Advisors, LLC6.71KJun 30, 26+6.17K0.02%
Main Street Financial Solutions, LLC5.66KJun 30, 26+5.66K0.02%
FIFTH THIRD BANCORP5.20KJun 30, 26--0.02%
PRIVATE TRUST CO NA4.83KJun 30, 26--0.02%
HARBOUR INVESTMENTS, INC.3.46KJun 30, 26+2.25K0.01%
IFG Advisory, LLC3.21KJun 30, 26+3.21K0.01%
ST GERMAIN D J CO INC2.50KJun 30, 26-1.34K0.01%
AE Wealth Management LLC2.30KJun 30, 26-860.01%
Concord Wealth Partners2.25KJun 30, 26+2.25K0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.91KJun 30, 26--0.01%
NewEdge Advisors, LLC983Jun 30, 26--0.00%
CULLEN/FROST BANKERS, INC.763Jun 30, 26+6920.00%
CREATIVE FINANCIAL DESIGNS INC /ADV616Jun 30, 26--0.00%
IFP Advisors, Inc419Jun 30, 26+3460.00%
Global Retirement Partners, LLC394Jun 30, 26+3940.00%
EverSource Wealth Advisors, LLC372Jun 30, 26--0.00%
US BANCORP \DE\360Jun 30, 26+3600.00%
Buck Wealth Strategies, LLC301Jun 30, 26+3010.00%
Daytona Street Capital LLC300Jun 30, 26+3000.00%
Aptus Capital Advisors, LLC261Jun 30, 26--0.00%
Wagner Wealth Management, LLC117Jun 30, 26+10.00%
Lodestone Wealth Management LLC92Jun 30, 26--0.00%
FMR LLC65Jun 30, 26--0.00%
Independent Advisor Alliance--Jun 30, 26-149.10K--
Holos Integrated Wealth LLC--Jun 30, 26-5--
Virtu Financial LLC--Jun 30, 26-13.99K--
Western Wealth Management, LLC--Jun 30, 26-469--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-261--
GOLDMAN SACHS GROUP INC--Jun 30, 26-450.86K--
NFP Retirement, Inc.--Jun 30, 26-20.91K--
ASSETMARK, INC--Jun 30, 26-59--
Golden State Equity Partners--Jun 30, 26-1.00K--
CWM, LLC634Mar 31, 26--0.00%
COMERICA BANK5.68KDec 31, 25-6.25K0.02%
AVANTAX ADVISORY SERVICES, INC.85.40KJun 30, 25+8.40K0.27%
Elios Financial Group Inc.51.33KJun 30, 25+5.48K0.16%
Atria Wealth Solutions, Inc.31.72KJun 30, 25+6.97K0.10%
Orion Portfolio Solutions, LLC20.79KMar 31, 25+20.79K0.07%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-5.12K--
Cetera Advisor Networks LLC167.02KMar 31, 24+167.02K0.53%
Steward Financial Group LLC4.42KSep 30, 23+4.42K0.01%

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

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.