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IJAN

Institutional Ownership

Top 114 Institutional Holders
HolderSharesDateChange% Held
Allworth Financial LP689.66KSep 30, 26+23.69K16.28%
BLAIR WILLIAM & CO/IL310.07KSep 30, 26-1.50K7.32%
COMMONWEALTH EQUITY SERVICES, LLC174.19KSep 30, 26-13.90K4.11%
OSAIC HOLDINGS, INC.150.86KSep 30, 26-6.29K3.56%
Cornerstone Wealth, LLC/TN128.90KSep 30, 26-3003.04%
HighTower Advisors, LLC98.12KSep 30, 26-3.07K2.32%
US BANCORP \DE\83.31KSep 30, 26-32.20K1.97%
LPL Financial LLC78.23KSep 30, 26+4.29K1.85%
Kestra Advisory Services, LLC50.90KSep 30, 26+8.97K1.20%
Triad Wealth Partners, LLC47.16KSep 30, 26+4.20K1.11%
CORRADO ADVISORS, LLC38.53KSep 30, 26-4120.91%
FOUNDERS FINANCIAL SECURITIES LLC36.49KSep 30, 26+5.21K0.86%
BENJAMIN EDWARDS INC36.37KSep 30, 26+250.86%
DHJJ Financial Advisors, Ltd.34.54KSep 30, 26-520.82%
Creative Planning30.60KSep 30, 26-2.58K0.72%
OneDigital Investment Advisors LLC27.57KSep 30, 26+1500.65%
Americana Partners, LLC23.79KSep 30, 26-8210.56%
RETIREMENT GUYS FORMULA LLC22.89KSep 30, 26-3.05K0.54%
TRUIST FINANCIAL CORP21.00KSep 30, 26-8.57K0.50%
Berger Financial Group, Inc20.02KSep 30, 26-1.34K0.47%
Cambridge Investment Research Advisors, Inc.12.97KSep 30, 26-6330.31%
Janney Montgomery Scott LLC12.50KSep 30, 26--0.30%
Smallwood Wealth Investment Management, LLC11.89KSep 30, 26--0.28%
Opus Financial Solutions LLC9.85KSep 30, 26-6350.23%
JPMORGAN CHASE & CO9.70KSep 30, 26+9.70K0.23%
FOUNDATIONS INVESTMENT ADVISORS, LLC9.54KSep 30, 26-1.06K0.23%
Rothschild Wealth LLC9.40KSep 30, 26--0.22%
PRINCIPAL SECURITIES, INC.9.09KSep 30, 26+9.09K0.21%
Straight Path Wealth Management9.06KSep 30, 26+1.76K0.21%
Tradition Wealth Management, LLC8.83KSep 30, 26--0.21%
SIGNATUREFD, LLC8.65KSep 30, 26--0.20%
Advisor OS, LLC8.60KSep 30, 26-1.42K0.20%
BCGM Wealth Management, LLC7.88KSep 30, 26--0.19%
Focus Partners Wealth7.58KSep 30, 26-2.91K0.18%
Jacobi Capital Management LLC6.99KSep 30, 26--0.16%
Compass Ion Advisors, LLC6.89KSep 30, 26-4080.16%
WELLINGTON-ALTUS USA INC.6.50KSep 30, 26+6.50K0.15%
Visionary Wealth Advisors5.86KSep 30, 26-1000.14%
BCS Wealth Management5.81KSep 30, 26+320.14%
Ascent Group, LLC5.67KSep 30, 26--0.13%
Avantax Planning Partners, Inc.5.44KSep 30, 26--0.13%
Financial Network Wealth Advisors LLC4.65KSep 30, 26--0.11%
PNC FINANCIAL SERVICES GROUP, INC.4.29KSep 30, 26--0.10%
AE Wealth Management LLC3.77KSep 30, 26-1820.09%
HARBOUR INVESTMENTS, INC.3.29KSep 30, 26-330.08%
LANARK FINANCIAL, INC.3.23KSep 30, 26--0.08%
BANK OF MONTREAL /CAN/1.60KSep 30, 26--0.04%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1.50KSep 30, 26--0.04%
EverSource Wealth Advisors, LLC1.00KSep 30, 26-500.02%
Ashton Thomas Private Wealth, LLC934Sep 30, 26+7390.02%
Nuveen, LLC746Sep 30, 26+7460.02%
Capital Investment Advisory Services, LLC681Sep 30, 26--0.02%
William Mack & Associates, Inc.371Sep 30, 26+3710.01%
CREATIVE FINANCIAL DESIGNS INC /ADV100Sep 30, 26--0.00%
UBS Group AG2Sep 30, 26+20.00%
Cardinal Point Capital Management ULC--Sep 30, 26-6.10K--
PFG Advisors--Sep 30, 26-44.53K--
CYPRESS FINANCIAL PLANNING LLC--Sep 30, 26-7.15K--
IFG Advisory, LLC--Sep 30, 26-177--
WEALTHGARDEN F.S. LLC--Sep 30, 26-13.14K--
Private Advisor Group, LLC--Sep 30, 26-18.09K--
Compass Advisory Group LLC845.51KJun 30, 26+12.71K19.96%
OSAIC HOLDINGS, INC.157.15KJun 30, 26+21.32K3.71%
Cetera Investment Advisers105.81KJun 30, 26-5.28K2.50%
JDM Financial Group LLC82.52KJun 30, 26-4651.95%
ENVESTNET ASSET MANAGEMENT INC71.54KJun 30, 26-36.99K1.69%
WPWealth LLP58.98KJun 30, 26-29.38K1.39%
Talon Private Wealth, LLC51.06KJun 30, 26-8501.21%
WEALTH ALLIANCE, LLC37.33KJun 30, 26--0.88%
AssuredPartners Investment Advisors, LLC31.89KJun 30, 26-1.46K0.75%
SUSQUEHANNA INTERNATIONAL GROUP, LLP31.38KJun 30, 26+6.50K0.74%
World Investment Advisors24.64KJun 30, 26-1.58K0.58%
FIRST COMMONWEALTH FINANCIAL CORP /PA/23.40KJun 30, 26-370.55%
NewEdge Advisors, LLC17.95KJun 30, 26+1.73K0.42%
Ausdal Financial Partners, Inc.13.28KJun 30, 26-700.31%
Main Street Financial Solutions, LLC12.27KJun 30, 26--0.29%
Vantage Point Financial LLC11.93KJun 30, 26+1.90K0.28%
FOUNDATIONS INVESTMENT ADVISORS, LLC10.60KJun 30, 26+1.55K0.25%
SageView Advisory Group, LLC10.01KJun 30, 26--0.24%
Snowden Capital Advisors LLC9.52KJun 30, 26--0.22%
Rothschild Wealth LLC9.40KJun 30, 26--0.22%
Tradition Wealth Management, LLC8.83KJun 30, 26-5690.21%
Stratos Wealth Advisors, LLC7.96KJun 30, 26--0.19%
MML INVESTORS SERVICES, LLC5.55KJun 30, 26+5.55K0.13%
AE Wealth Management LLC3.95KJun 30, 26-4840.09%
FIDUCIARY FINANCIAL ADVISORS2.56KJun 30, 26+2.56K0.06%
Steward Partners Investment Advisory, LLC1.07KJun 30, 26--0.03%
BFC Planning, Inc.301Jun 30, 26+1100.01%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.301Jun 30, 26+1100.01%
MORGAN STANLEY290Jun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO82Jun 30, 26+820.00%
Aptus Capital Advisors, LLC45Jun 30, 26--0.00%
OLD MISSION CAPITAL LLC--Jun 30, 26-19.70K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-19.19K--
MAI Capital Management--Jun 30, 26-1.35K--
Advisory Services Network, LLC--Jun 30, 26-350--
Cerity Partners LLC--Jun 30, 26-17.85K--
JPMORGAN CHASE & CO--Jun 30, 26-475--
VanWeelden Wealth Management, LLC--Jun 30, 26-28.23K--
CWM, LLC23.89KMar 31, 26+8.12K0.56%
Sunbelt Securities, Inc.14.07KMar 31, 26+8860.33%
Siligmueller & Norvid Wealth Advisors LLC--Sep 30, 25-12.82K--
AVANTAX ADVISORY SERVICES, INC.19.53KJun 30, 25-1510.46%
Alera Investment Advisors, LLC25.54KSep 30, 24-16.52K0.60%
Raymond James Financial Services Advisors, Inc.8.92KSep 30, 24-25.73K0.21%
Pillar Wealth Advisors, LLC--Sep 30, 24-16.00K--
Cetera Advisor Networks LLC42.51KMar 31, 24+8.29K1.00%
InterOcean Capital Group, LLC19.14KMar 31, 24+19.14K0.45%
Cetera Advisors LLC9.59KMar 31, 24+9.59K0.23%
Dixon Hughes Goodman Wealth Advisors LLC87.26KMar 31, 22+6.09K2.06%
NEXT Financial Group, Inc725Dec 31, 21--0.02%
Ameritas Investment Company, LLC8.21KSep 30, 21+1.74K0.19%
Stearns Financial Services Group311.42KSep 30, 20+8.12K7.35%
ACCURATE INVESTMENT SOLUTIONS, INC.319Mar 31, 20+3190.01%

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.