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Institutional Ownership

Top 109 Institutional Holders
HolderSharesDateChange% Held
LPL Financial LLC3.86MJun 30, 26+113.51K19.60%
Invesco Ltd.1.54MJun 30, 26-6.13K7.80%
Bank of New York Mellon Corp944.87KJun 30, 26-4.64K4.80%
Private Advisor Group, LLC798.34KJun 30, 26+440.48K4.05%
Cetera Investment Advisers457.22KJun 30, 26+44.68K2.32%
Commonwealth Financial Services, LLC450.52KJun 30, 26+450.52K2.29%
Modern Wealth Management, LLC417.40KJun 30, 26+5.42K2.12%
FLAGSHIP HARBOR ADVISORS, LLC402.52KJun 30, 26+31.77K2.04%
Kingsview Wealth Management, LLC374.17KJun 30, 26+8.17K1.90%
ENVESTNET ASSET MANAGEMENT INC372.58KJun 30, 26+178.52K1.89%
San Luis Wealth Advisors LLC310.06KJun 30, 26+225.86K1.57%
Concurrent Investment Advisors, LLC291.38KJun 30, 26+5.45K1.48%
Cambridge Investment Research Advisors, Inc.256.02KJun 30, 26+84.58K1.30%
Rooted Wealth Advisors, Inc.246.96KJun 30, 26+5.64K1.25%
Stewardship Advisors, LLC209.00KJun 30, 26+12.71K1.06%
JONES FINANCIAL COMPANIES LLLP197.81KJun 30, 26+126.39K1.00%
PNC FINANCIAL SERVICES GROUP, INC.194.89KJun 30, 26+164.69K0.99%
ELEVATUS WELATH MANAGEMENT188.25KJun 30, 26+31.27K0.96%
Garden State Investment Advisory Services LLC177.98KJun 30, 26+26.73K0.90%
RITHOLTZ WEALTH MANAGEMENT176.92KJun 30, 26-9.60K0.90%
EXCEL SECURITIES & ASSOCIATES, INC.158.72KJun 30, 26-17.25K0.81%
Asset Allocation Strategies LLC135.74KJun 30, 26+8.28K0.69%
Connecticut Capital Management Group, LLC133.69KJun 30, 26+1.50K0.68%
Elm3 Financial Group, LLC128.32KJun 30, 26-14.68K0.65%
Kestra Advisory Services, LLC122.92KJun 30, 26+122.92K0.62%
ASL Financial, LLC122.91KJun 30, 26-6.43K0.62%
Total Clarity Wealth Management, Inc.116.85KJun 30, 26+5.79K0.59%
Green Ridge Wealth Planning LLC116.33KJun 30, 26+14.66K0.59%
IFG Advisory, LLC98.97KJun 30, 26+98.97K0.50%
Integrated Wealth Concepts LLC97.80KJun 30, 26+3.36K0.50%
BANK OF AMERICA CORP /DE/95.41KJun 30, 26-1.74K0.48%
COMMONWEALTH EQUITY SERVICES, LLC94.08KJun 30, 26+3.79K0.48%
Gladstone Institutional Advisory LLC94.04KJun 30, 26+2.31K0.48%
Cedar Wealth Management, LLC93.81KJun 30, 26--0.48%
ADVISOR GROUP HOLDINGS, INC.85.43KJun 30, 26+25.94K0.43%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC82.43KJun 30, 26-7.49K0.42%
Petix & Botte Co67.88KJun 30, 26+67.88K0.34%
Simplicity Wealth,LLC62.99KJun 30, 26+30.21K0.32%
Meridian Financial, LLC61.21KJun 30, 26+4.09K0.31%
ROYAL BANK OF CANADA58.43KJun 30, 26+50.80K0.30%
JANE STREET GROUP, LLC50.10KJun 30, 26+50.10K0.25%
Sepio Capital, LP47.89KJun 30, 26-19.51K0.24%
Jacobi Capital Management LLC45.51KJun 30, 26+3500.23%
B.O.S.S. Retirement Advisors, LLC42.73KJun 30, 26-8.83K0.22%
Brucke Financial, Inc.42.68KJun 30, 26-26.82K0.22%
Western Wealth Management, LLC39.06KJun 30, 26+7830.20%
Keating Financial Advisory Services, Inc.37.40KJun 30, 26+21.08K0.19%
NATIXIS ADVISORS, L.P.29.38KJun 30, 26+29.38K0.15%
AVAII WEALTH MANAGEMENT, LLC27.27KJun 30, 26-2540.14%
Regal Investment Advisors LLC26.29KJun 30, 26+1.05K0.13%
PAX Financial Group, LLC26.07KJun 30, 26-50.13%
Pensionmark Financial Group, LLC21.73KJun 30, 26--0.11%
Independent Advisor Alliance21.18KJun 30, 26-342.40K0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP21.01KJun 30, 26+21.01K0.11%
STIFEL FINANCIAL CORP19.55KJun 30, 26-3160.10%
BETO FINANCIAL GROUP, LLC18.48KJun 30, 26+9420.09%
Janney Montgomery Scott LLC18.30KJun 30, 26+1.04K0.09%
MATHER GROUP, LLC.17.18KJun 30, 26-8.42K0.09%
MML INVESTORS SERVICES, LLC15.38KJun 30, 26+3.93K0.08%
CITADEL ADVISORS LLC14.52KJun 30, 26-11.66K0.07%
Cadent Capital Advisors, LLC12.20KJun 30, 26+12.20K0.06%
Empirical Asset Management, LLC12.09KJun 30, 26+3.71K0.06%
Signal Advisors Wealth, LLC11.96KJun 30, 26-48.30K0.06%
PRINCIPAL SECURITIES, INC.11.11KJun 30, 26+3180.06%
Triton Wealth Management, PLLC11.04KJun 30, 26+200.06%
Goldstone Financial Group, LLC10.99KJun 30, 26--0.06%
Fortis Group Advisors, LLC9.89KJun 30, 26+9.89K0.05%
Sowell Financial Services LLC8.98KJun 30, 26-290.05%
NWF Advisory Services Inc.8.90KJun 30, 26-2.60K0.05%
Alteri Wealth LLC8.50KJun 30, 26+8.50K0.04%
Merit Financial Group, LLC8.02KJun 30, 26--0.04%
FIFTH THIRD BANCORP6.64KJun 30, 26--0.03%
COMPASS FINANCIAL MANAGEMENT LLC6.08KJun 30, 26+6.08K0.03%
AE Wealth Management LLC5.04KJun 30, 26-2.75K0.03%
PRIVATE TRUST CO NA5.00KJun 30, 26--0.03%
Steward Partners Investment Advisory, LLC4.70KJun 30, 26-5.90K0.02%
Quest 10 Wealth Builders, Inc.3.89KJun 30, 26--0.02%
CGC Financial Services, LLC3.47KJun 30, 26+1.32K0.02%
Aptus Capital Advisors, LLC2.77KJun 30, 26+2.54K0.01%
CULLEN/FROST BANKERS, INC.1.17KJun 30, 26+8890.01%
HARBOUR INVESTMENTS, INC.934Jun 30, 26-1.81K0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC800Jun 30, 26--0.00%
JPMORGAN CHASE & CO792Jun 30, 26+510.00%
MORGAN STANLEY648Jun 30, 26-980.00%
Geneos Wealth Management Inc.357Jun 30, 26+40.00%
Elequin Securities, LLC218Jun 30, 26+2180.00%
Key Capital Management, INC166Jun 30, 26--0.00%
IFP Advisors, Inc139Jun 30, 26--0.00%
Networth Advisors, LLC84Jun 30, 26--0.00%
Elevated Capital Advisors, LLC50Jun 30, 26--0.00%
Kingdom Financial Group LLC.11Jun 30, 26--0.00%
Global Retirement Partners, LLC10Jun 30, 26+100.00%
Tailwinds Wealth, LLC--Jun 30, 26-13.21K--
BOS Asset Management, LLC--Jun 30, 26-39.01K--
FLOW TRADERS U.S. LLC--Jun 30, 26-8.51K--
Colonial River Wealth Management, LLC--Jun 30, 26-111.78K--
Phillip James Consulting Co.--Jun 30, 26-20.72K--
OLD MISSION CAPITAL LLC--Jun 30, 26-11.67K--
Mariner, LLC--Jun 30, 26-54.62K--
Lloyd Advisory Services, LLC.--Jun 30, 26-11--
Vienna Asset Management LLC--Jun 30, 26-30.96K--
Leo Wealth, LLC58.36KMar 31, 26+47.74K0.30%
COMERICA BANK6.64KDec 31, 25+1.52K0.03%
NAPA WEALTH MANAGEMENT27.32KSep 30, 25+4360.14%
Pineridge Advisors LLC559Sep 30, 25+850.00%
Guerra Advisors Inc142Sep 30, 25+1420.00%
GG Group Ventures, LLC13.05KDec 31, 24--0.07%
Bison Wealth, LLC12.77KDec 31, 24-16.01K0.06%
Pillar Wealth Advisors, LLC--Sep 30, 24-42.61K--

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.