IHE

Institutional Ownership

Top 292 Institutional Holders
HolderSharesDateChange% Held
Fisher Asset Management, LLC2.73MJun 30, 26-34.52K24.15%
BANK OF AMERICA CORP /DE/862.71KJun 30, 26+406.11K7.62%
JPMORGAN CHASE & CO553.81KJun 30, 26+178.07K4.89%
MORGAN STANLEY457.62KJun 30, 26-22.64K4.04%
LPL Financial LLC230.93KJun 30, 26+60.74K2.04%
TD ASSET MANAGEMENT INC192.50KJun 30, 26+192.50K1.70%
Mirae Asset Global Investments Co., Ltd.190.00KJun 30, 26+190.00K1.68%
GOLDMAN SACHS GROUP INC185.84KJun 30, 26+105.93K1.64%
ROYAL BANK OF CANADA135.15KJun 30, 26+18.86K1.19%
Insight Wealth Strategies, LLC122.64KJun 30, 26+3.95K1.08%
UBS Group AG110.10KJun 30, 26+70.42K0.97%
WELLS FARGO & COMPANY/MN75.45KJun 30, 26+5.52K0.67%
BROWN ADVISORY INC75.43KJun 30, 26--0.67%
RAYMOND JAMES FINANCIAL INC71.84KJun 30, 26+5.10K0.63%
Monument Capital Management60.79KJun 30, 26+60.79K0.54%
BNP PARIBAS ARBITRAGE, SNC52.49KJun 30, 26-7980.46%
Concurrent Investment Advisors, LLC52.45KJun 30, 26-4.74K0.46%
Concord Investment Counsel Inc.49.46KJun 30, 26+2980.44%
Accurate Wealth Management, LLC47.79KJun 30, 26+47.79K0.42%
SUSQUEHANNA INTERNATIONAL GROUP, LLP43.40KJun 30, 26-17.00K0.38%
AMERIPRISE FINANCIAL INC41.73KJun 30, 26-5.11K0.37%
Toroso Investments, LLC37.53KJun 30, 26+37.53K0.33%
FFG Partners, LLC35.60KJun 30, 26+31.99K0.31%
Beacon Pointe Advisors, LLC35.47KJun 30, 26-1.20K0.31%
Merit Financial Group, LLC31.25KJun 30, 26-780.28%
PEAPACK GLADSTONE FINANCIAL CORP30.32KJun 30, 26-8380.27%
CITADEL ADVISORS LLC26.02KJun 30, 26+12.89K0.23%
COMMONWEALTH EQUITY SERVICES, LLC25.91KJun 30, 26-7900.23%
PATTEN & PATTEN INC/TN24.82KJun 30, 26-1.73K0.22%
Mariner, LLC24.77KJun 30, 26-1470.22%
ARKANSAS FINANCIAL GROUP, INC.23.49KJun 30, 26+14.48K0.21%
Tower Research Capital LLC (TRC)22.45KJun 30, 26+22.45K0.20%
Wagner Wealth Management, Corp20.93KJun 30, 26+20.93K0.18%
CAHILL FINANCIAL ADVISORS INC20.36KJun 30, 26+240.18%
FMR LLC20.17KJun 30, 26+3570.18%
Cetera Investment Advisers19.57KJun 30, 26-89.91K0.17%
D.A. DAVIDSON & CO.19.01KJun 30, 26+1920.17%
JONES FINANCIAL COMPANIES LLLP18.64KJun 30, 26+3.09K0.16%
LEE JOHNSON CAPITAL MANAGEMENT, LLC17.71KJun 30, 26-7860.16%
SPINNAKER TRUST15.85KJun 30, 26--0.14%
Massachusetts Wealth Management14.63KJun 30, 26-1950.13%
One Capital Management, LLC13.21KJun 30, 26--0.12%
Asset Management Group, Inc.13.00KJun 30, 26+400.11%
STRATEGY ASSET MANAGERS LLC12.22KJun 30, 26+12.22K0.11%
Brendel Financial Advisors LLC11.96KJun 30, 26+11.96K0.11%
Texas Yale Capital Corp.11.53KJun 30, 26-7000.10%
Institute for Wealth Management, LLC.11.31KJun 30, 26+660.10%
SRS Capital Advisors, Inc.10.07KJun 30, 26+9.51K0.09%
Schuylkill Financial LLC10.02KJun 30, 26+10.02K0.09%
HIGHLAND CAPITAL MANAGEMENT, LLC10.00KJun 30, 26+10.00K0.09%
TRUIST FINANCIAL CORP9.72KJun 30, 26+7010.09%
ADVISOR GROUP HOLDINGS, INC.9.67KJun 30, 26-27.81K0.09%
HighTower Advisors, LLC9.57KJun 30, 26-740.08%
SeaBridge Investment Advisors LLC9.34KJun 30, 26-260.08%
Creative Planning9.26KJun 30, 26+2.42K0.08%
MML INVESTORS SERVICES, LLC9.21KJun 30, 26+6.07K0.08%
AXXCESS WEALTH MANAGEMENT, LLC9.09KJun 30, 26+9.09K0.08%
Summit Global Investments8.82KJun 30, 26+2.09K0.08%
STIFEL FINANCIAL CORP8.51KJun 30, 26-1030.08%
CIBC WORLD MARKET INC.8.25KJun 30, 26+8.25K0.07%
BANK OF MONTREAL /CAN/7.82KJun 30, 26-210.07%
Banque Transatlantique SA7.59KJun 30, 26+7.59K0.07%
Lynx Investment Advisory7.32KJun 30, 26+4550.06%
HARBOUR INVESTMENTS, INC.7.08KJun 30, 26-260.06%
MONECO Advisors, LLC6.92KJun 30, 26+2.53K0.06%
OPPENHEIMER & CO INC6.79KJun 30, 26--0.06%
FIFTH THIRD BANCORP6.77KJun 30, 26+2130.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.66KJun 30, 26+4150.06%
CI Private Wealth, LLC6.56KJun 30, 26+720.06%
Kestra Advisory Services, LLC6.49KJun 30, 26+1860.06%
Capital Investment Advisors, LLC6.42KJun 30, 26+8900.06%
Rockefeller Capital Management L.P.6.32KJun 30, 26-1000.06%
Federation des caisses Desjardins du Quebec6.21KJun 30, 26+4350.05%
Janney Montgomery Scott LLC6.14KJun 30, 26-7270.05%
Private Advisor Group, LLC6.08KJun 30, 26+2.55K0.05%
MERCER GLOBAL ADVISORS INC /ADV5.81KJun 30, 26+1610.05%
ENVESTNET ASSET MANAGEMENT INC5.77KJun 30, 26-2.15K0.05%
COMPASS FINANCIAL MANAGEMENT LLC5.63KJun 30, 26+5.63K0.05%
WOODMONT INVESTMENT COUNSEL LLC5.57KJun 30, 26--0.05%
American Institute for Advanced Investment Management, LLP5.46KJun 30, 26+1060.05%
CAPTRUST FINANCIAL ADVISORS5.32KJun 30, 26--0.05%
SG Americas Securities, LLC5.30KJun 30, 26+5.30K0.05%
Waverly Advisors, LLC4.98KJun 30, 26+9280.04%
Wealthcare Advisory Partners LLC4.98KJun 30, 26+40.04%
Baker Avenue Asset Management, LP4.92KJun 30, 26-9700.04%
GRIMES & COMPANY, INC.4.57KJun 30, 26+130.04%
Kesler, Norman & Wride, LLC4.49KJun 30, 26+4.49K0.04%
KINGSWOOD WEALTH ADVISORS, LLC4.48KJun 30, 26+830.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4.27KJun 30, 26-8.59K0.04%
Foundations Investment Advisors, LLC4.03KJun 30, 26-685.25K0.04%
Raab & Moskowitz Asset Management LLC3.78KJun 30, 26--0.03%
Financial Partners Group, Inc3.77KJun 30, 26+340.03%
Madison Wealth Partners, Inc3.75KJun 30, 26+110.03%
THOROUGHBRED FINANCIAL SERVICES, LLC3.67KJun 30, 26+6280.03%
Matthew Goff Investment Advisor, LLC3.62KJun 30, 26--0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC3.56KJun 30, 26+60.03%
AFT, FORSYTH & COMPANY, INC.3.45KJun 30, 26+70.03%
Cambridge Investment Research Advisors, Inc.3.37KJun 30, 26-3.15K0.03%
CARY STREET PARTNERS FINANCIAL LLC3.33KJun 30, 26--0.03%
Essex Savings Bank3.30KJun 30, 26--0.03%
V2 Financial group LLC3.30KJun 30, 26--0.03%
Hudock, Inc.3.23KJun 30, 26+140.03%
BEACON INVESTMENT ADVISORY SERVICES, INC.3.06KJun 30, 26--0.03%
Manchester Capital Management LLC3.00KJun 30, 26--0.03%
Commonwealth Retirement Investments LLC2.97KJun 30, 26-3230.03%
Private Capital Management, LLC2.94KJun 30, 26--0.03%
Advisory Services Network, LLC2.92KJun 30, 26--0.03%
Equitable Holdings, Inc.2.86KJun 30, 26-170.03%
Lifeworks Advisors, LLC2.81KJun 30, 26-6600.02%
Cornerstone Wealth Group, LLC2.80KJun 30, 26-510.02%
Y.D. More Investments Ltd2.70KJun 30, 26--0.02%
ELLERSON GROUP INC /ADV2.62KJun 30, 26--0.02%
AQR CAPITAL MANAGEMENT LLC2.58KJun 30, 26-240.02%
Ameritas Advisory Services, LLC2.57KJun 30, 26+2.57K0.02%
Colony Group, LLC2.51KJun 30, 26-320.02%
Cadent Capital Advisors, LLC2.50KJun 30, 26-59.11K0.02%
WILEY BROS.-AINTREE CAPITAL, LLC2.46KJun 30, 26+2.46K0.02%
Aviance Capital Partners, LLC2.41KJun 30, 26--0.02%
Wealthspire Advisors, LLC2.38KJun 30, 26+10.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.34KJun 30, 26+3290.02%
Runnymede Capital Advisors, Inc.2.31KJun 30, 26--0.02%
Focus Financial Network, Inc.2.22KJun 30, 26+2.22K0.02%
BROWN, LISLE/CUMMINGS, INC.2.20KJun 30, 26--0.02%
Farther Finance Advisors, LLC2.16KJun 30, 26+3590.02%
Prism Advisors, Inc.2.11KJun 30, 26+2.11K0.02%
Aprio Wealth Management, LLC2.10KJun 30, 26+2.10K0.02%
Chicago Partners Investment Group LLC2.04KJun 30, 26+2.04K0.02%
GeoWealth Management, LLC1.51KJun 30, 26+1.51K0.01%
Allworth Financial LP1.49KJun 30, 26-990.01%
Integrity Financial Corp /WA1.43KJun 30, 26--0.01%
Bruce G. Allen Investments, LLC1.43KJun 30, 26+50.01%
BlackRock, Inc.1.42KJun 30, 26+1.16K0.01%
PNC FINANCIAL SERVICES GROUP, INC.1.36KJun 30, 26--0.01%
Acumen Wealth Advisors, LLC1.36KJun 30, 26-1160.01%
AlphaCore Capital LLC1.29KJun 30, 26-1.80K0.01%
Cassaday & Co Wealth Management LLC977Jun 30, 26--0.01%
HALLMARK CAPITAL MANAGEMENT INC900Jun 30, 26--0.01%
TD Waterhouse Canada Inc.870Jun 30, 26--0.01%
ROTHSCHILD INVESTMENT LLC846Jun 30, 26--0.01%
Global Retirement Partners, LLC841Jun 30, 26+8410.01%
AE Wealth Management LLC814Jun 30, 26+390.01%
Geneos Wealth Management Inc.798Jun 30, 26--0.01%
NewEdge Advisors, LLC762Jun 30, 26-6350.01%
Integrated Wealth Concepts LLC758Jun 30, 26+7580.01%
MATHER GROUP, LLC.743Jun 30, 26+2160.01%
Capital Advisor Network LLC713Jun 30, 26+7130.01%
Steward Partners Investment Advisory, LLC697Jun 30, 26-6020.01%
NBC SECURITIES, INC.685Jun 30, 26--0.01%
Union Bancaire Privee, UBP SA660Jun 30, 26--0.01%
Capital Analysts, LLC642Jun 30, 26-7500.01%
ISLAY CAPITAL MANAGEMENT, LLC630Jun 30, 26--0.01%
TRUST CO OF VERMONT609Jun 30, 26+6090.01%
ASSETMARK, INC579Jun 30, 26+1140.01%
Accent Capital Management, LLC500Jun 30, 26--0.00%
Piscataqua Savings Bank498Jun 30, 26--0.00%
AdvisorNet Financial, Inc493Jun 30, 26-40.50K0.00%
BLUELINE ADVISORS LLC480Jun 30, 26--0.00%
Regatta Research & Money Management480Jun 30, 26+4800.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC463Jun 30, 26-1820.00%
Arlington Trust Co LLC450Jun 30, 26--0.00%
HHM Wealth Advisors, LLC450Jun 30, 26--0.00%
CX Institutional432Jun 30, 26-15.82K0.00%
Clearstead Advisors, LLC429Jun 30, 26+4290.00%
Raleigh Capital Management Inc.389Jun 30, 26-8.27K0.00%
FIDUCIARY FINANCIAL ADVISORS330Jun 30, 26+3300.00%
Fairscale Capital, LLC303Jun 30, 26--0.00%
BLAIR WILLIAM & CO/IL300Jun 30, 26+3000.00%
DUNCKER STREETT & CO INC300Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.291Jun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC288Jun 30, 26-630.00%
NATIONAL BANK OF CANADA /FI/281Jun 30, 26+200.00%
GFS Advisors, LLC270Jun 30, 26-8.73K0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV266Jun 30, 26--0.00%
Harbor Asset Planning, Inc.233Jun 30, 26-1850.00%
Qube Research & Technologies Ltd231Jun 30, 26-1470.00%
Meramec Financial Planners, LLC212Jun 30, 26+10.00%
OAK HARBOR WEALTH PARTNERS, LLC210Jun 30, 26--0.00%
FRANKLIN RESOURCES INC198Jun 30, 26--0.00%
PRIVATE TRUST CO NA190Jun 30, 26+1900.00%
Russell Investments Group, Ltd.188Jun 30, 26-2530.00%
HUNTINGTON NATIONAL BANK178Jun 30, 26--0.00%
Godfrey Financial Associates, Inc.177Jun 30, 26--0.00%
Abound Wealth Management168Jun 30, 26--0.00%
High Point Wealth Management, LLC153Jun 30, 26--0.00%
Spire Wealth Management150Jun 30, 26--0.00%
Private Wealth Asset Management, LLC150Jun 30, 26--0.00%
ST GERMAIN D J CO INC144Jun 30, 26+1440.00%
Coastal Investment Advisors, Inc.144Jun 30, 26-600.00%
JFS WEALTH ADVISORS, LLC129Jun 30, 26+1290.00%
Turim 21 Investimentos Ltda.109Jun 30, 26--0.00%
EPG Wealth Management LLC108Jun 30, 26+10.00%
Highland Investment Advisors LLC105Jun 30, 26+1050.00%
Allspring Global Investments Holdings, LLC105Jun 30, 26+1050.00%
IFP Advisors, Inc101Jun 30, 26-6030.00%
SHP Wealth Management100Jun 30, 26--0.00%
Larson Financial Group LLC96Jun 30, 26--0.00%
Bravera Wealth92Jun 30, 26--0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC90Jun 30, 26--0.00%
N.E.W. Advisory Services LLC87Jun 30, 26--0.00%
FWL INVESTMENT MANAGEMENT, LLC84Jun 30, 26--0.00%
SOA Wealth Advisors, LLC.84Jun 30, 26--0.00%
YANKCOM Partnership81Jun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.72Jun 30, 26--0.00%
Golden State Wealth Management, LLC57Jun 30, 26+570.00%
IMG Wealth Management, Inc.57Jun 30, 26--0.00%
Ancora Advisors, LLC54Jun 30, 26--0.00%
First Command Advisory Services, Inc.54Jun 30, 26--0.00%
Bogart Wealth, LLC51Jun 30, 26--0.00%
North Star Investment Management Corp.11Jun 30, 26--0.00%
Morton Brown Family Wealth, LLC9Jun 30, 26--0.00%
Kilter Group LLC1Jun 30, 26+10.00%
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-84--
HERITAGE OAK WEALTH ADVISORS LLC--Jun 30, 26-6.12K--
JANE STREET GROUP, LLC--Jun 30, 26-3.19K--
McElhenny Sheffield Capital Management, LLC--Jun 30, 26-202.61K--
US BANCORP \DE\--Jun 30, 26-162--
Virtue Capital Management, LLC--Jun 30, 26-76.34K--
MAI Capital Management--Jun 30, 26-628--
Western Wealth Management, LLC--Jun 30, 26-1.73K--
Guardian Asset Advisors, LLC--Jun 30, 26-2.64K--
Root Financial Partners, LLC--Jun 30, 26-696--
Purewater Capital LLC--Jun 30, 26-6.07K--
St. Louis Financial Planners Asset Management, LLC--Jun 30, 26-13.80K--
Virginia Estate & Retirement Planning Advisors Inc.--Jun 30, 26-401--
First Financial Bank - Trust Division--Jun 30, 26-5.07K--
WorthPointe, LLC--Jun 30, 26-7.68K--
CVA Family Office, LLC--Jun 30, 26-31--
Csenge Advisory Group--Jun 30, 26-3.20K--
Aptus Capital Advisors, LLC--Jun 30, 26-286.54K--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC--Jun 30, 26-93.11K--
Sound Income Strategies, LLC--Jun 30, 26-88--
FARMERS & MERCHANTS INVESTMENTS INC--Jun 30, 26-150--
Anfield Capital Management, LLC129.58KMar 31, 26+11.61K1.14%
U.S. Capital Wealth Advisors, LLC7.16KMar 31, 26-4520.06%
Sunbelt Securities, Inc.960Mar 31, 26+1200.01%
CWM, LLC340Mar 31, 26-4360.00%
COMERICA BANK6.33KDec 31, 25+4.25K0.06%
Running Point Capital Advisors, LLC135Dec 31, 25--0.00%
CIBC Private Wealth Group, LLC39Dec 31, 25+390.00%
Apexium Financial, LP3.49KSep 30, 25+80.03%
SPC Financial, Inc.3.09KSep 30, 25--0.03%
Guerra Advisors Inc138Sep 30, 25+1380.00%
Northeast Financial Consultants Inc4.14KJun 30, 25--0.04%
Family Firm, Inc.--Jun 30, 25-9.69K--
Orion Portfolio Solutions, LLC10.46KMar 31, 25--0.09%
Sabal Trust CO--Mar 31, 25-7.46K--
Cassady Schiller Wealth Management, LLC900Dec 31, 24--0.01%
AlphaMark Advisors, LLC150Dec 31, 24--0.00%
RAYMOND JAMES & ASSOCIATES47.26KSep 30, 24-3.11K0.42%
Raymond James Financial Services Advisors, Inc.15.65KSep 30, 24-15.76K0.14%
Cetera Advisor Networks LLC7.89KMar 31, 24+5.43K0.07%
Cetera Advisors LLC3.90KMar 31, 24+3.90K0.03%
Retirement Group, LLC12Mar 31, 24+80.00%
Cutler Group LLC / CA--Mar 31, 24-17--
StrategIQ Financial Group, LLC1.28KDec 31, 23--0.01%
Baystate Wealth Management LLC67Dec 31, 23+670.00%
Bartlett & Co. LLC30Dec 31, 23--0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.1.50KSep 30, 23--0.01%
Sutton Wealth Advisors Inc.800Sep 30, 23--0.01%
V Wealth Advisors LLC--Sep 30, 23-1.37K--
American Portfolios Advisors50Sep 30, 22--0.00%
MURPHY CAPITAL MANAGEMENT INC17.45KJun 30, 22-1780.15%
Lenox Wealth Advisors, LLC100Mar 31, 22-700.00%
NEXT Financial Group, Inc592Dec 31, 21--0.01%
Pinnacle Advisory Group, Inc.--Mar 31, 21-3.97K--
Winslow, Evans & Crocker, Inc.30Dec 31, 20+300.00%
First Allied Advisory Services, Inc.1.26KSep 30, 20-1000.01%
TRUEWEALTH LLC190Jun 30, 20+1900.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.3.55KDec 31, 19-9420.03%
Advisor Group, Inc.1.93KDec 31, 19-2440.02%
BB&T SECURITIES, LLC3.41KSep 30, 19+190.03%
SUNTRUST BANKS INC3.20KSep 30, 19+3340.03%
BIEGEL & WALLER LLC--Sep 30, 19-39.72K--
Kabarec Financial Advisors, Ltd.143Jun 30, 18-10.00%
SII INVESTMENTS INC/WI7.68KDec 31, 17-1.32K0.07%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-3.92K--
RAY GERALD L & ASSOCIATES LTD3.67KSep 30, 17+1.08K0.03%
ROBERTSON STEPHENS ADVISORS LLC--Sep 30, 17-1.37K--
Commonwealth Equity Services, Inc22.63KJun 30, 17-2540.20%
Virtu KCG Holdings LLC5.14KJun 30, 17-5040.05%
MSI Financial Services Inc46.72KDec 31, 16+5140.41%
Stanford Investment Group, Inc.423Dec 31, 16-5020.00%
EDMOND DE ROTHSCHILD (MONACO)175Sep 30, 16+1750.00%
VSR Financial Services, Inc.1.85KJun 30, 16--0.02%
MANAGED ACCOUNT ADVISORS LLC540Jun 30, 15+1480.00%
BAIRD ROBERT W & CO INC /WI/1.43KMar 31, 15+300.01%
NEW ENGLAND SECURITIES CORP /MA/6.31KDec 31, 14+1.64K0.06%
UBS AG34.33KSep 30, 14-24.45K0.30%
STIFEL NICOLAUS & CO INC \MO\9.38KSep 30, 13-2.09K0.08%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-8.95K--
First Allied Securities, Inc.488Jun 30, 12-2000.00%
RBC Dominion Securities Inc.4.64KDec 31, 08+4.49K0.04%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.