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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 198 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY2.33MJun 30, 26+361.05K7.38%
LPL Financial LLC1.92MJun 30, 26+266.68K6.09%
GOLDMAN SACHS GROUP INC1.64MJun 30, 26-324.08K5.17%
RAYMOND JAMES FINANCIAL INC1.49MJun 30, 26+217.17K4.70%
Colony Group, LLC1.25MJun 30, 26+1.11M3.94%
PATTEN & PATTEN INC/TN1.02MJun 30, 26+648.15K3.22%
WELLS FARGO & COMPANY/MN938.82KJun 30, 26+132.81K2.97%
Kensington Asset Management, LLC905.99KJun 30, 26+86.75K2.87%
Amplius Wealth Advisors, LLC816.57KJun 30, 26+64.29K2.58%
UBS Group AG730.89KJun 30, 26+122.31K2.31%
Providence Financial Advisors, LLC665.67KJun 30, 26-448.61K2.11%
SPINNAKER TRUST608.55KJun 30, 26+288.32K1.93%
McGowan Group Asset Management, Inc.540.59KJun 30, 26+154.07K1.71%
Proficio Capital Partners LLC465.49KJun 30, 26+461.05K1.47%
FreeGulliver LLC429.98KJun 30, 26+130.37K1.36%
Avestar Capital, LLC408.74KJun 30, 26+2.27K1.29%
One Capital Management, LLC341.31KJun 30, 26--1.08%
Alpha Omega Wealth Management LLC322.58KJun 30, 26+31.48K1.02%
Andrews Advisory Associates, LLC316.23KJun 30, 26+1.81K1.00%
WINCAP FINANCIAL LLC288.17KJun 30, 26+10.93K0.91%
Fortis Capital Management LLC203.99KJun 30, 26-7830.65%
Cassia Capital Partners, LLC187.39KJun 30, 26-4.72K0.59%
Mainstream Capital Management LLC187.38KJun 30, 26+11.30K0.59%
SAGE RHINO CAPITAL LLC175.62KJun 30, 26+11.06K0.56%
TIEMANN INVESTMENT ADVISORS, LLC171.47KJun 30, 26+9.39K0.54%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO168.92KJun 30, 26+11.91K0.53%
Frazier Financial Advisors, LLC164.30KJun 30, 26-52.05K0.52%
Ethos Financial Group, LLC155.00KJun 30, 26+81.25K0.49%
Three Seasons Wealth, LLC150.60KJun 30, 26+2.99K0.48%
GREEN SQUARE CAPITAL ADVISORS LLC142.45KJun 30, 26-56.98K0.45%
Betterment LLC129.43KJun 30, 26+7.36K0.41%
ADELL HARRIMAN & CARPENTER INC128.77KJun 30, 26+11.40K0.41%
Inscription Capital, LLC101.21KJun 30, 26-62.05K0.32%
Quantinno Capital Management LP97.92KJun 30, 26+3.96K0.31%
Burnham & Co LLC96.05KJun 30, 26+96.05K0.30%
COMMONWEALTH EQUITY SERVICES, LLC94.09KJun 30, 26+17.38K0.30%
HighTower Advisors, LLC91.32KJun 30, 26-10.78K0.29%
FIFTH THIRD SECURITIES, INC.90.98KJun 30, 26+12.56K0.29%
Sanctuary Advisors, LLC87.99KJun 30, 26+23.54K0.28%
Redhawk Wealth Advisors, Inc.87.69KJun 30, 26-144.83K0.28%
CI Private Wealth, LLC87.52KJun 30, 26-27.38K0.28%
Private Advisor Group, LLC83.12KJun 30, 26+28.43K0.26%
IHT Wealth Management, LLC83.00KJun 30, 26+10.92K0.26%
ARQ WEALTH ADVISORS, LLC81.58KJun 30, 26+81.58K0.26%
Mariner, LLC78.94KJun 30, 26-96.14K0.25%
Ignite Planners, LLC77.31KJun 30, 26-4.56K0.24%
G&S Capital LLC75.56KJun 30, 26+1.24K0.24%
MML INVESTORS SERVICES, LLC73.80KJun 30, 26+30.05K0.23%
CAPTRUST FINANCIAL ADVISORS68.70KJun 30, 26-5.82K0.22%
Berger Financial Group, Inc66.17KJun 30, 26-2.16K0.21%
Resources Investment Advisors, LLC.65.78KJun 30, 26+6.00K0.21%
ROYAL BANK OF CANADA63.08KJun 30, 26+24.71K0.20%
Wagner Wealth Management, LLC60.31KJun 30, 26+58.60K0.19%
RETIREMENT CAPITAL STRATEGIES59.75KJun 30, 26+3.25K0.19%
Inspire Advisors, LLC57.31KJun 30, 26+6.28K0.18%
Jeter Robert S II54.27KJun 30, 26-2.12K0.17%
UNITED CAPITAL FINANCIAL ADVISERS, LLC51.21KJun 30, 26-1.24K0.16%
STIFEL FINANCIAL CORP50.29KJun 30, 26+6.48K0.16%
Wills Financial Group LLC49.34KJun 30, 26-1.12K0.16%
Barnes Wealth Management Group, Inc47.80KJun 30, 26-7300.15%
Signature Equity Partners, LLC42.55KJun 30, 26+8.14K0.13%
MGO ONE SEVEN LLC41.71KJun 30, 26+3.74K0.13%
ADVISOR GROUP HOLDINGS, INC.40.28KJun 30, 26-14.00K0.13%
NewEdge Advisors, LLC36.35KJun 30, 26+5.37K0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC36.14KJun 30, 26-16.84K0.11%
AQR CAPITAL MANAGEMENT LLC35.31KJun 30, 26+1.20K0.11%
Heck Capital Advisors, LLC33.84KJun 30, 26+11.59K0.11%
ENVESTNET ASSET MANAGEMENT INC33.36KJun 30, 26-5.11K0.11%
Stratos Wealth Partners, LTD.33.04KJun 30, 26+2.12K0.10%
Global Retirement Partners, LLC32.31KJun 30, 26+32.31K0.10%
DAVENPORT & Co LLC27.73KJun 30, 26+1.60K0.09%
Alessandra Capital Management, LLC27.28KJun 30, 26-1.10K0.09%
STEPHENS INC /AR/27.07KJun 30, 26-1500.09%
Kestra Advisory Services, LLC26.89KJun 30, 26-5660.09%
Blue Line Capital, LLC / IL26.40KJun 30, 26+3.33K0.08%
David R. Rahn & Associates Inc.25.64KJun 30, 26+7460.08%
AXXCESS WEALTH MANAGEMENT, LLC24.64KJun 30, 26-13.54K0.08%
Steward Partners Investment Advisory, LLC24.42KJun 30, 26+5.41K0.08%
Cresset Asset Management, LLC23.62KJun 30, 26+1.91K0.07%
Cetera Investment Advisers23.57KJun 30, 26+5.48K0.07%
Perigon Wealth Management, LLC22.42KJun 30, 26+1570.07%
CHANNEL WEALTH LLC22.21KJun 30, 26-5.09K0.07%
REGATTA CAPITAL GROUP, LLC21.70KJun 30, 26+4.16K0.07%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.21.12KJun 30, 26+3370.07%
Brio Consultants, LLC20.18KJun 30, 26-8.54K0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19.80KJun 30, 26--0.06%
Waterway Wealth Management, LLC18.09KJun 30, 26+18.09K0.06%
B. Riley Wealth Advisors, Inc.16.70KJun 30, 26+9.70K0.05%
PRINCIPAL SECURITIES, INC.16.69KJun 30, 26-8950.05%
Buckingham Strategic Partners16.44KJun 30, 26+1.01K0.05%
Waverly Advisors, LLC15.56KJun 30, 26+8.23K0.05%
Brookwood Investment Group LLC15.37KJun 30, 26+4.15K0.05%
Pinnacle Financial Partners, Inc.14.13KJun 30, 26-2.64K0.04%
Farther Finance Advisors, LLC14.07KJun 30, 26+5770.04%
Procyon Advisors, LLC13.77KJun 30, 26-2.53K0.04%
AdvisorNet Financial, Inc13.71KJun 30, 26-38.58K0.04%
Burford Brothers, Inc.13.58KJun 30, 26-1.04K0.04%
Everest Management Corp.12.54KJun 30, 26-24.88K0.04%
Rock Point Advisors, LLC11.88KJun 30, 26--0.04%
Creative Planning11.80KJun 30, 26+3.38K0.04%
Lionsbridge Wealth Management LLC11.66KJun 30, 26-2510.04%
TRUIST FINANCIAL CORP11.38KJun 30, 26+3.75K0.04%
Avidian Wealth Solutions, LLC11.29KJun 30, 26+3.28K0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC10.93KJun 30, 26+4.65K0.03%
ATWOOD & PALMER INC10.56KJun 30, 26--0.03%
Atlas Brown,Inc.10.50KJun 30, 26--0.03%
Concurrent Investment Advisors, LLC10.50KJun 30, 26+2.00K0.03%
FIFTH THIRD BANCORP10.37KJun 30, 26+6450.03%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9.46KJun 30, 26--0.03%
AMERIPRISE FINANCIAL INC9.39KJun 30, 26+9.39K0.03%
Sowell Financial Services LLC8.96KJun 30, 26+8.96K0.03%
Cerity Partners LLC8.74KJun 30, 26+8.74K0.03%
SFG Wealth Management, LLC.8.31KJun 30, 26+110.03%
Register Financial Advisors LLC8.10KJun 30, 26-6000.03%
Cambridge Investment Research Advisors, Inc.8.08KJun 30, 26+2.45K0.03%
Integrated Wealth Concepts LLC8.08KJun 30, 26+2.02K0.03%
Synergy Financial Group, LTD7.50KJun 30, 26-3.35K0.02%
Elmwood Wealth Management, Inc.7.46KJun 30, 26-4200.02%
Eldridge Investment Advisors, Inc.7.33KJun 30, 26-105.44K0.02%
Regal Investment Advisors LLC7.11KJun 30, 26+2880.02%
CoreCap Advisors, LLC7.07KJun 30, 26+590.02%
Clearwater Capital Advisors, LLC6.69KJun 30, 26--0.02%
Capital Advisors, Ltd. LLC6.58KJun 30, 26--0.02%
XY Planning Network, Inc.6.30KJun 30, 26-17.51K0.02%
Navalign, LLC6.13KJun 30, 26--0.02%
Janney Montgomery Scott LLC6.10KJun 30, 26+510.02%
Advisory Alpha, LLC5.50KJun 30, 26+5.50K0.02%
HOWARD WEALTH MANAGEMENT, LLC5.37KJun 30, 26-1060.02%
Vision Retirement, LLC5.26KJun 30, 26+3110.02%
ASSETMARK, INC5.23KJun 30, 26-4690.02%
FOCUSED ALPHA, LLC4.87KJun 30, 26-5.12K0.02%
North Forty Two & Co.4.85KJun 30, 26--0.02%
Private Wealth Partners, LLC4.50KJun 30, 26-6.60K0.01%
WILEY BROS.-AINTREE CAPITAL, LLC4.44KJun 30, 26-57.24K0.01%
Trademark Financial Management, LLC4.39KJun 30, 26-4590.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP4.33KJun 30, 26+4.33K0.01%
Pensionmark Financial Group, LLC4.27KJun 30, 26--0.01%
GKV Capital Management Co., Inc.4.22KJun 30, 26+4.22K0.01%
TECTONIC ADVISORS LLC4.10KJun 30, 26+4.10K0.01%
Summit Financial, LLC4.06KJun 30, 26+4.06K0.01%
EP Wealth Advisors, LLC3.96KJun 30, 26--0.01%
TD Capital Management LLC3.24KJun 30, 26-7.44K0.01%
Rockefeller Capital Management L.P.2.91KJun 30, 26-3430.01%
WELLINGTON-ALTUS USA INC.2.27KJun 30, 26-2370.01%
JPMORGAN CHASE & CO2.06KJun 30, 26-3720.01%
Golden State Wealth Management, LLC2.05KJun 30, 26+750.01%
PRIVATE TRUST CO NA1.97KJun 30, 26-2840.01%
Graney & King, LLC1.62KJun 30, 26--0.01%
StrongBox Wealth, LLC1.15KJun 30, 26+1.15K0.00%
Meramec Financial Planners, LLC1.11KJun 30, 26-7090.00%
Financial Management Professionals, Inc.500Jun 30, 26--0.00%
Mascoma Wealth Management LLC466Jun 30, 26--0.00%
BLAIR WILLIAM & CO/IL326Jun 30, 26+20.00%
EverSource Wealth Advisors, LLC316Jun 30, 26-5000.00%
MERCER GLOBAL ADVISORS INC /ADV223Jun 30, 26+2230.00%
Tower Research Capital LLC (TRC)86Jun 30, 26+860.00%
Financial Gravity Companies, Inc.71Jun 30, 26+710.00%
BARRETT & COMPANY, INC.7Jun 30, 26--0.00%
Transamerica Financial Advisors, Inc.7Jun 30, 26--0.00%
Kingsview Wealth Management, LLC--Jun 30, 26-4.10K--
AE Wealth Management LLC--Jun 30, 26-420--
CWC Advisors, LLC.--Jun 30, 26-5.31K--
BENJAMIN EDWARDS INC--Jun 30, 26-5.01K--
Lloyd Advisory Services, LLC.--Jun 30, 26-15--
POTENTIA WEALTH--Jun 30, 26-140.97K--
Advisory Services Network, LLC--Jun 30, 26-181--
MARSHALL INVESTMENT MANAGEMENT, LLC--Jun 30, 26-93--
Kingdom Financial Group LLC.--Jun 30, 26-15--
Destiny Wealth Partners, LLC--Jun 30, 26-333--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors--Jun 30, 26-5.46K--
Golden State Equity Partners--Jun 30, 26-28.57K--
CWM, LLC1.21MMar 31, 26-29.72K3.84%
Financial Gravity Asset Management, Inc.355Mar 31, 26-530.00%
GPS Wealth Strategies Group, LLC19.60KDec 31, 25+15.54K0.06%
ROVIN CAPITAL /UT/ /ADV11.85KDec 31, 25--0.04%
COMERICA BANK3.50KDec 31, 25-2000.01%
CIBC Private Wealth Group, LLC--Dec 31, 25-120--
Bristlecone Advisors, LLC156.68KSep 30, 25+10.42K0.50%
SYNOVUS FINANCIAL CORP13.98KSep 30, 25+790.04%
OLIVER LAGORE VANVALIN INVESTMENT GROUP69.59KJun 30, 25+69.59K0.22%
Congress Wealth Management LLC / DE /4.67KJun 30, 25--0.01%
Atria Wealth Solutions, Inc.--Jun 30, 25-76.03K--
CAROLINAS WEALTH CONSULTING LLC22.24KMar 31, 25+19.96K0.07%
Orion Portfolio Solutions, LLC6.74KMar 31, 25+6.74K0.02%
RAYMOND JAMES & ASSOCIATES127.97KSep 30, 24+22.05K0.40%
Raymond James Financial Services Advisors, Inc.34.22KSep 30, 24+6.97K0.11%
Zega Financial, LLC4.99KSep 30, 24+4.99K0.02%
Gratus Capital LLC172.93KJun 30, 24+35.70K0.55%
Engrave Wealth Partners LLC537.12KDec 31, 23-8.36K1.70%
KCS Wealth Advisory166.01KSep 30, 23-3960.53%
Windsor Group LTD4.24KSep 30, 23+4.24K0.01%
Hightower 6M Holding, LLC326.34KSep 30, 22-20.00K1.03%
MILESTONE WEALTH, LLC481Sep 30, 22-350.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)--Mar 31, 22-7.16K--
6 Meridian437.36KDec 31, 21+92.51K1.38%
Carroll Financial Associates, Inc.270.46KDec 31, 21-2.07K0.86%
Altavista Wealth Management, Inc.4.05KDec 31, 21+4.05K0.01%
Pinnacle Advisory Group, Inc.11.89KMar 31, 21+7.68K0.04%

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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.