IBDZ

Institutional Ownership

Top 143 Institutional Holders
HolderSharesDateChange% Held
Capital Investment Advisors, LLC2.71MJun 30, 26+219.30K8.01%
Aptus Capital Advisors, LLC2.35MJun 30, 26+976.62K6.95%
Sarver Vrooman Wealth Advisors1.68MJun 30, 26+26.06K4.97%
MORGAN STANLEY1.51MJun 30, 26+17.22K4.48%
BANK OF AMERICA CORP /DE/1.36MJun 30, 26+147.21K4.02%
SIGMA INVESTMENT COUNSELORS INC1.30MJun 30, 26+222.11K3.85%
SUMMITRY LLC1.29MJun 30, 26+24.10K3.81%
Summit Financial, LLC1.05MJun 30, 26-700.65K3.12%
ROYAL BANK OF CANADA745.78KJun 30, 26+44.31K2.20%
MV CAPITAL MANAGEMENT, INC.732.34KJun 30, 26+1.47K2.16%
WELLS FARGO & COMPANY/MN662.02KJun 30, 26+36.84K1.96%
Seneca House Advisors547.03KJun 30, 26+50.26K1.62%
MB, LEVIS & ASSOCIATES, LLC515.55KJun 30, 26+4.90K1.52%
ARROW FINANCIAL CORP512.41KJun 30, 26+71.10K1.51%
HighTower Advisors, LLC504.01KJun 30, 26+118.59K1.49%
AMERIPRISE FINANCIAL INC496.66KJun 30, 26-7.52K1.47%
PFG Private Wealth Management, LLC491.37KJun 30, 26-41.03K1.45%
RAYMOND JAMES FINANCIAL INC411.32KJun 30, 26+24.33K1.22%
Janney Montgomery Scott LLC396.62KJun 30, 26+53.56K1.17%
NESTEGG ADVISORS, INC.392.08KJun 30, 26+72.52K1.16%
Parkway Wealth Management Group, LLC389.19KJun 30, 26+4.49K1.15%
COMMONWEALTH EQUITY SERVICES, LLC386.05KJun 30, 26+57.24K1.14%
US BANCORP \DE\382.11KJun 30, 26+32.37K1.13%
UBS Group AG368.53KJun 30, 26-1.14K1.09%
Guidance Point Advisors, LLC292.68KJun 30, 26+11.27K0.86%
Kestra Advisory Services, LLC290.45KJun 30, 26+23.62K0.86%
CITADEL ADVISORS LLC278.29KJun 30, 26+278.29K0.82%
Lido Advisors, LLC266.37KJun 30, 26+5.51K0.79%
Probity Advisors, Inc.232.18KJun 30, 26+39.83K0.69%
Parallel Advisors, LLC220.48KJun 30, 26+17.09K0.65%
Apollon Wealth Management, LLC218.13KJun 30, 26+218.13K0.64%
HANCOCK WHITNEY CORP211.35KJun 30, 26+20.00K0.62%
Krilogy Financial LLC201.93KJun 30, 26-2.14K0.60%
4Thought Financial Group Inc.184.94KJun 30, 26+10.85K0.55%
LYELL WEALTH MANAGEMENT, LP181.34KJun 30, 26+52.50K0.54%
Paradigm, Strategies in Wealth Management, LLC155.68KJun 30, 26-39.68K0.46%
BENJAMIN EDWARDS INC152.07KJun 30, 26-25.70K0.45%
MERCER GLOBAL ADVISORS INC /ADV129.75KJun 30, 26+11.67K0.38%
EP Wealth Advisors, LLC126.98KJun 30, 26+126.98K0.38%
J.W. COLE ADVISORS, INC.120.30KJun 30, 26+610.36%
MEITAV INVESTMENT HOUSE LTD119.53KJun 30, 26+21.03K0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC118.10KJun 30, 26+33.28K0.35%
Atlantic Union Bankshares Corp103.67KJun 30, 26-28.08K0.31%
Michael S. Ryan, Inc.100.16KJun 30, 26-1.65K0.30%
Stonebrook Private Inc.93.52KJun 30, 26+1.47K0.28%
LPL Financial LLC84.66KJun 30, 26+19.39K0.25%
ENVESTNET ASSET MANAGEMENT INC79.50KJun 30, 26-5.18K0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP78.19KJun 30, 26+18.11K0.23%
Archford Capital Strategies, LLC76.29KJun 30, 26-4.09K0.23%
Segment Wealth Management, LLC61.80KJun 30, 26+10.39K0.18%
Resources Investment Advisors, LLC.58.18KJun 30, 26-5.06K0.17%
ASSOCIATED BANC-CORP57.70KJun 30, 26+6.66K0.17%
Roble, Belko & Company, Inc57.70KJun 30, 26+57.70K0.17%
FULTON BREAKEFIELD BROENNIMAN LLC45.35KJun 30, 26+8.69K0.13%
COLDSTREAM CAPITAL MANAGEMENT INC41.46KJun 30, 26--0.12%
Cetera Investment Advisers39.42KJun 30, 26+18.84K0.12%
MCF Advisors LLC38.52KJun 30, 26--0.11%
Gilbert & Cook, Inc.37.68KJun 30, 26--0.11%
LITTLE HOUSE CAPITAL LLC34.37KJun 30, 26+9160.10%
Stokes Family Office, LLC31.52KJun 30, 26+4.51K0.09%
Beacon Pointe Advisors, LLC27.47KJun 30, 26+8310.08%
INSIGNEO ADVISORY SERVICES, LLC27.35KJun 30, 26+27.35K0.08%
Helen Stephens Group, LLC25.71KJun 30, 26+25.71K0.08%
ADVISOR GROUP HOLDINGS, INC.25.31KJun 30, 26+2.68K0.07%
Montecito Bank & Trust25.30KJun 30, 26+2610.07%
Valmark Advisers, Inc.25.13KJun 30, 26+4.25K0.07%
IFP Advisors, Inc23.03KJun 30, 26+4.83K0.07%
Advisory Services Network, LLC22.34KJun 30, 26+2.45K0.07%
PRECEDENT WEALTH PARTNERS, LLC21.74KJun 30, 26+21.74K0.06%
GREAT VALLEY ADVISOR GROUP, INC.21.20KJun 30, 26+10.44K0.06%
FIRST NATIONAL TRUST CO20.31KJun 30, 26+1.31K0.06%
JONES FINANCIAL COMPANIES LLLP20.16KJun 30, 26+1.15K0.06%
McGlone Suttner Wealth Management, Inc.19.87KJun 30, 26+2150.06%
Gradient Capital Advisors, LLC19.52KJun 30, 26+1.53K0.06%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/19.27KJun 30, 26--0.06%
Reliant Wealth Planning19.05KJun 30, 26--0.06%
Private Advisor Group, LLC18.37KJun 30, 26+1.07K0.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18.10KJun 30, 26+1.14K0.05%
COWA, LLC17.74KJun 30, 26+17.74K0.05%
Creative Planning17.69KJun 30, 26+4950.05%
Koesten, Hirschmann & Crabtree, INC.17.52KJun 30, 26+5.97K0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16.32KJun 30, 26+2.12K0.05%
XML Financial, LLC16.25KJun 30, 26+2.77K0.05%
Glenview Trust Co15.61KJun 30, 26+2.00K0.05%
10Elms LLP15.15KJun 30, 26+11.60K0.04%
LBMC INVESTMENT ADVISORS, LLC14.60KJun 30, 26--0.04%
FIDUCIARY FINANCIAL ADVISORS14.10KJun 30, 26+14.10K0.04%
Greater Midwest Financial Group, LLC14.05KJun 30, 26+1450.04%
Sterling Investment Advisors, Ltd.13.72KJun 30, 26+3.61K0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC13.62KJun 30, 26+2.42K0.04%
Quantum Financial Advisors, LLC13.23KJun 30, 26+9550.04%
CAPTRUST FINANCIAL ADVISORS12.59KJun 30, 26-5620.04%
MML INVESTORS SERVICES, LLC12.39KJun 30, 26+1.91K0.04%
CVA Family Office, LLC11.95KJun 30, 26--0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC11.45KJun 30, 26+3.57K0.03%
Jacobi Capital Management LLC11.10KJun 30, 26+11.10K0.03%
Belpointe Asset Management LLC10.98KJun 30, 26+3.03K0.03%
SEAVIEW INVESTMENT MANAGERS LLC10.84KJun 30, 26-1650.03%
ROMANO BROTHERS AND COMPANY10.38KJun 30, 26+2.09K0.03%
Evergreen Wealth Solutions, LLC10.06KJun 30, 26--0.03%
Redwood Financial Network Corp9.75KJun 30, 26+2470.03%
Rose Capital Advisors LLC9.45KJun 30, 26+9.45K0.03%
NewEdge Advisors, LLC9.07KJun 30, 26+9.07K0.03%
TRUIST FINANCIAL CORP9.06KJun 30, 26--0.03%
Mutual Advisors, LLC8.82KJun 30, 26+4050.03%
Wilkins Miller Wealth Management, LLC8.77KJun 30, 26-3280.03%
THRIVENT FINANCIAL FOR LUTHERANS7.85KJun 30, 26--0.02%
Concurrent Investment Advisors, LLC7.78KJun 30, 26+7.78K0.02%
CHOREO, LLC7.71KJun 30, 26+7.71K0.02%
Addison Advisors LLC5.04KJun 30, 26-3.08K0.01%
CNB Bank4.95KJun 30, 26+2340.01%
Rockefeller Capital Management L.P.3.00KJun 30, 26-2.56K0.01%
Princeton Global Asset Management LLC2.33KJun 30, 26+1.93K0.01%
SIGNATUREFD, LLC1.92KJun 30, 26+1.92K0.01%
Fairway Wealth LLC1.79KJun 30, 26+1.79K0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.60KJun 30, 26--0.00%
United Community Bank1.47KJun 30, 26--0.00%
Bogart Wealth, LLC1.13KJun 30, 26--0.00%
Capital Analysts, LLC960Jun 30, 26+9600.00%
CENTRAL TRUST Co888Jun 30, 26-100.00%
AE Wealth Management LLC854Jun 30, 26--0.00%
FIFTH THIRD BANCORP800Jun 30, 26-1590.00%
Ronald Blue Trust, Inc.714Jun 30, 26+7140.00%
Bullock Wealth Management Group522Jun 30, 26+5220.00%
FMR LLC341Jun 30, 26-6630.00%
BlackRock, Inc.50Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC6Jun 30, 26--0.00%
Motley Fool Wealth Management, LLC--Jun 30, 26-408.74K--
BESSEMER GROUP INC--Jun 30, 26-9.14K--
JPMORGAN CHASE & CO--Jun 30, 26-116.57K--
Signature Resources Capital Management, LLC--Jun 30, 26-106--
BALLAST ADVISORS LLC--Jun 30, 26-1.16K--
Keeler THomas Management LLC--Jun 30, 26-10.26K--
Cassaday & Co Wealth Management LLC--Jun 30, 26-3.84K--
CWM, LLC130.97KMar 31, 26+63.78K0.39%
Signature Wealth Management Group63.24KMar 31, 26+63.24K0.19%
Cherry Tree Wealth Management, LLC4.02KMar 31, 26-3940.01%
COMERICA BANK800Dec 31, 25--0.00%
Hemington Wealth Management2.15KSep 30, 25--0.01%
AVANTAX ADVISORY SERVICES, INC.13.48KJun 30, 25+2.92K0.04%
Sandy Spring Bank170.32KMar 31, 25+28.92K0.50%
Sabal Trust CO107.28KMar 31, 25+20.80K0.32%
BlackRock Inc.300.00KJun 30, 24+300.00K0.89%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.