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INTF

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 269 Institutional Holders
HolderSharesDateChange% Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21.88MJun 30, 26+1.66M26.55%
Strategic Financial Services, Inc,8.63MJun 30, 26-75.22K10.47%
VANTAGEPOINT INVESTMENT ADVISERS LLC6.14MJun 30, 26-146.57K7.45%
Invesco Ltd.4.69MJun 30, 26+1.53M5.69%
HALBERT HARGROVE GLOBAL ADVISORS, LLC3.42MJun 30, 26+77.59K4.15%
Tolleson Wealth Management, Inc.3.08MJun 30, 26-5.92K3.74%
AMERIPRISE FINANCIAL INC2.36MJun 30, 26-121.95K2.86%
Atomi Financial Group, Inc.2.01MJun 30, 26+77.41K2.44%
Clearwater Capital Advisors, LLC1.89MJun 30, 26+692.30%
RAYMOND JAMES FINANCIAL INC1.32MJun 30, 26-89.88K1.61%
ENVESTNET ASSET MANAGEMENT INC1.06MJun 30, 26+199.76K1.29%
WELLS FARGO & COMPANY/MN843.38KJun 30, 26+57.86K1.02%
JPMORGAN CHASE & CO773.01KJun 30, 26-41.52K0.94%
Kestra Investment Management, LLC768.96KJun 30, 26-94.15K0.93%
Mount Yale Investment Advisors, LLC741.20KJun 30, 26+741.20K0.90%
JONES FINANCIAL COMPANIES LLLP714.19KJun 30, 26+236.78K0.87%
MORGAN STANLEY658.58KJun 30, 26+32.23K0.80%
Shah Wealth Advisors, LLC654.40KJun 30, 26+654.40K0.79%
Modern Wealth Management, LLC630.13KJun 30, 26-42.98K0.76%
Integrated Wealth Concepts LLC630.05KJun 30, 26-3.20K0.76%
First Command Advisory Services, Inc.598.64KJun 30, 26+11.47K0.73%
AlphaCore Capital LLC546.77KJun 30, 26-10.96K0.66%
Winthrop Advisory Group LLC545.34KJun 30, 26-13.33K0.66%
Thrive Wealth Management, LLC509.26KJun 30, 26+167.10K0.62%
Weil Company, Inc.480.00KJun 30, 26+21.52K0.58%
LPL Financial LLC422.19KJun 30, 26+79.58K0.51%
BANK OF AMERICA CORP /DE/419.43KJun 30, 26+75.32K0.51%
UBS Group AG394.94KJun 30, 26+11.49K0.48%
Sequoia Financial Advisors, LLC371.00KJun 30, 26-142.32K0.45%
FOSTER & MOTLEY INC368.04KJun 30, 26-2.49K0.45%
Conrad Siegel Investment Advisors, Inc.360.91KJun 30, 26+2.98K0.44%
Acropolis Investment Management, LLC358.98KJun 30, 26-4.28K0.44%
DDFG, Inc333.14KJun 30, 26+10.22K0.40%
Heck Capital Advisors, LLC326.95KJun 30, 26-10.24K0.40%
Obsido Oy308.41KJun 30, 26+7.64K0.37%
HighTower Advisors, LLC301.31KJun 30, 26-3270.37%
JANE STREET GROUP, LLC300.00KJun 30, 26+151.55K0.36%
Farther Finance Advisors, LLC296.49KJun 30, 26-69.91K0.36%
EXCHANGE TRADED CONCEPTS, LLC280.97KJun 30, 26+44.44K0.34%
MERIDIAN MANAGEMENT CO266.30KJun 30, 26-4880.32%
Brio Consultants, LLC222.09KJun 30, 26-1.43K0.27%
Northwest Wealth Advisors, LLC212.57KJun 30, 26+18.47K0.26%
Janney Montgomery Scott LLC200.73KJun 30, 26+64.40K0.24%
Vise Technologies, Inc.187.08KJun 30, 26+56.97K0.23%
RHS Financial, LLC173.38KJun 30, 26+40.38K0.21%
New Insight Wealth Advisors172.16KJun 30, 26+34.40K0.21%
PHILLIPS FINANCIAL MANAGEMENT, LLC160.28KJun 30, 26-41.37K0.19%
Beirne Wealth Consulting Services, LLC155.26KJun 30, 26+3.49K0.19%
ADVISOR GROUP HOLDINGS, INC.152.37KJun 30, 26+7.45K0.18%
Avestar Capital, LLC151.42KJun 30, 26+6.94K0.18%
COMMONWEALTH EQUITY SERVICES, LLC151.21KJun 30, 26-23.08K0.18%
SAGESPRING WEALTH PARTNERS, LLC148.91KJun 30, 26-5.46K0.18%
CABOT WEALTH MANAGEMENT INC142.56KJun 30, 26+52.47K0.17%
Citizens National Bank Trust Department137.22KJun 30, 26+2.07K0.17%
Kestra Advisory Services, LLC133.29KJun 30, 26+32.70K0.16%
YHB Investment Advisors, Inc.129.07KJun 30, 26+38.56K0.16%
Equitable Holdings, Inc.127.23KJun 30, 26-2.49K0.15%
GOLDMAN SACHS GROUP INC126.05KJun 30, 26-185.28K0.15%
SigFig Wealth Management, LLC115.19KJun 30, 26-3.70K0.14%
Horizon Family Wealth, Inc.112.26KJun 30, 26+9500.14%
EVOLVE PRIVATE WEALTH, LLC112.00KJun 30, 26+2.17K0.14%
NATIXIS ADVISORS, L.P.109.09KJun 30, 26+63.28K0.13%
Quantinno Capital Management LP106.10KJun 30, 26+19.52K0.13%
Colony Group, LLC104.47KJun 30, 26-6.77K0.13%
Cerity Partners LLC104.23KJun 30, 26+1.50K0.13%
Ipsen Advisor Group LLC103.57KJun 30, 26+4.80K0.13%
CITIGROUP INC97.31KJun 30, 26+91.42K0.12%
Mariner, LLC97.26KJun 30, 26-7.31K0.12%
Cetera Investment Advisers94.84KJun 30, 26+44.77K0.12%
Stokes Family Office, LLC94.58KJun 30, 26-175.53K0.11%
PRINCIPAL SECURITIES, INC.93.59KJun 30, 26+45.23K0.11%
Alchemi Wealth, LLC93.06KJun 30, 26+3.16K0.11%
Cartesian Growth Corp91.48KJun 30, 26-2.73K0.11%
Kingsview Wealth Management, LLC78.04KJun 30, 26+1420.09%
Creative Planning75.36KJun 30, 26-1930.09%
Atria Investments, Inc69.93KJun 30, 26-4270.08%
Diversify Advisory Services, LLC65.56KJun 30, 26+65.56K0.08%
DIVERSIFY WEALTH MANAGEMENT, LLC65.56KJun 30, 26+4.37K0.08%
OLD MISSION CAPITAL LLC65.20KJun 30, 26+65.20K0.08%
AQR CAPITAL MANAGEMENT LLC64.22KJun 30, 26+7.31K0.08%
Western Wealth Management, LLC61.96KJun 30, 26+5680.08%
Rockefeller Capital Management L.P.61.17KJun 30, 26-3440.07%
Daybright Advisory Services, Inc.60.67KJun 30, 26+60.67K0.07%
Stonebridge Wealth Management, LLC59.72KJun 30, 26-9490.07%
Fundamentum, LLC59.47KJun 30, 26-5410.07%
IFP Advisors, Inc58.42KJun 30, 26-2.54K0.07%
MAGNOLIA CAPITAL ADVISORS LLC53.81KJun 30, 26+2.35K0.07%
SRS Capital Advisors, Inc.50.17KJun 30, 26+48.57K0.06%
Clark Capital Management Group, Inc.49.97KJun 30, 26+49.97K0.06%
Sage Mountain Advisors LLC42.63KJun 30, 26--0.05%
Cambridge Investment Research Advisors, Inc.40.69KJun 30, 26-4.28K0.05%
Savant Capital, LLC40.16KJun 30, 26+21.63K0.05%
Private Advisor Group, LLC39.58KJun 30, 26+28.65K0.05%
LINCOLN CAPITAL CORP39.34KJun 30, 26+70.05%
MAIMON WEALTH MANAGEMENT LTD.37.23KJun 30, 26+5.33K0.05%
Gallacher Capital Management LLC36.03KJun 30, 26-4.56K0.04%
SHP Wealth Management35.22KJun 30, 26+17.30K0.04%
Bleakley Financial Group, LLC32.62KJun 30, 26+1.31K0.04%
BFI Wealth Solutions, LLC31.47KJun 30, 26-830.04%
LANDMARK WEALTH MANAGEMENT, INC.31.37KJun 30, 26--0.04%
Sigma Planning Corp30.56KJun 30, 26+3440.04%
Wedmont Private Capital30.28KJun 30, 26+50.04%
CIBC WORLD MARKET INC.29.66KJun 30, 26+1.93K0.04%
Armbruster Capital Management, Inc.29.38KJun 30, 26-4.22K0.04%
PARK AVENUE SECURITIES LLC28.16KJun 30, 26+13.82K0.03%
NewEdge Advisors, LLC26.52KJun 30, 26-1.49K0.03%
ROYAL BANK OF CANADA25.32KJun 30, 26+6330.03%
FMR LLC24.95KJun 30, 26-4400.03%
Miracle Mile Advisors, LLC24.52KJun 30, 26-4.67K0.03%
Barnes Wealth Management Group, Inc22.32KJun 30, 26+3.35K0.03%
J.W. COLE ADVISORS, INC.21.78KJun 30, 26+1900.03%
CAPTRUST FINANCIAL ADVISORS20.53KJun 30, 26+4.74K0.02%
PARSONS CAPITAL MANAGEMENT INC/RI19.25KJun 30, 26+2.72K0.02%
Wealthspire Advisors, LLC17.93KJun 30, 26+4.68K0.02%
Seascape Capital Management17.17KJun 30, 26+8640.02%
LexAurum Advisors, LLC17.01KJun 30, 26-5620.02%
Merit Financial Group, LLC16.15KJun 30, 26+7780.02%
MML INVESTORS SERVICES, LLC16.14KJun 30, 26+3.49K0.02%
Ascent Wealth Partners, LLC16.09KJun 30, 26--0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC15.58KJun 30, 26-3530.02%
Beacon Pointe Advisors, LLC15.42KJun 30, 26+1.73K0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15.34KJun 30, 26+10.82K0.02%
FIFTH THIRD BANCORP15.21KJun 30, 26+4.02K0.02%
Capital Advisors, Ltd. LLC14.24KJun 30, 26-1820.02%
HORAN Wealth, LLC13.26KJun 30, 26-200.02%
Foster Victor Wealth Advisors, LLC13.10KJun 30, 26--0.02%
Archer Investment Management, LLC12.92KJun 30, 26-1920.02%
SUMMIT WEALTH GROUP LLC / CO12.89KJun 30, 26+80.02%
HB Wealth Management, LLC12.80KJun 30, 26--0.02%
Inspire Advisors, LLC11.52KJun 30, 26-1.36K0.01%
Aptus Capital Advisors, LLC11.39KJun 30, 26+2480.01%
Summit Financial, LLC11.24KJun 30, 26--0.01%
Wescott Financial Advisory Group, LLC10.21KJun 30, 26+210.01%
Rockwood Wealth Management, LLC10.00KJun 30, 26--0.01%
ForthRight Wealth Management, LLC9.96KJun 30, 26+2390.01%
Snowden Capital Advisors LLC9.54KJun 30, 26-470.01%
Orgel Wealth Management, LLC9.45KJun 30, 26+6830.01%
NATIONAL BANK OF CANADA /FI/9.35KJun 30, 26+1.00K0.01%
LCW Services, LLC8.86KJun 30, 26-1.89K0.01%
Baker Ellis Asset Management LLC8.50KJun 30, 26-4.00K0.01%
MERCER GLOBAL ADVISORS INC /ADV8.44KJun 30, 26+2.79K0.01%
SageView Advisory Group, LLC8.39KJun 30, 26+1050.01%
Dala Group, LLC8.19KJun 30, 26--0.01%
Sovran Advisors, LLC7.79KJun 30, 26+4060.01%
EP Wealth Advisors, LLC7.45KJun 30, 26+2320.01%
Buckingham Strategic Partners7.08KJun 30, 26+330.01%
XML Financial, LLC6.91KJun 30, 26+6.91K0.01%
Capital Investment Advisory Services, LLC6.58KJun 30, 26-4530.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.57KJun 30, 26-6280.01%
KILEY JUERGENS WEALTH MANAGEMENT, LLC6.38KJun 30, 26--0.01%
Foundations Investment Advisors, LLC6.28KJun 30, 26+190.01%
D.A. DAVIDSON & CO.6.28KJun 30, 26--0.01%
BlackRock, Inc.5.99KJun 30, 26+1.27K0.01%
Wealthcare Advisory Partners LLC5.76KJun 30, 26+240.01%
Magnus Financial Group LLC5.43KJun 30, 26-800.01%
Advisory Services Network, LLC5.21KJun 30, 26--0.01%
MBE Wealth Management, LLC5.17KJun 30, 26+300.01%
Mendel Capital Management LLC5.08KJun 30, 26+5.08K0.01%
WETZEL INVESTMENT ADVISORS, INC.5.06KJun 30, 26-1.90K0.01%
TUCKER ASSET MANAGEMENT LLC5.04KJun 30, 26-610.01%
Versant Capital Management, Inc4.21KJun 30, 26--0.01%
Parkside Financial Bank & Trust3.31KJun 30, 26-1450.00%
10Elms LLP2.50KJun 30, 26+3870.00%
Global Retirement Partners, LLC1.74KJun 30, 26+1.74K0.00%
Allworth Financial LP1.63KJun 30, 26--0.00%
IFG Advisory, LLC1.62KJun 30, 26+1.62K0.00%
Russell Investments Group, Ltd.1.52KJun 30, 26+2400.00%
Buck Wealth Strategies, LLC1.37KJun 30, 26+1.37K0.00%
US BANCORP \DE\1.37KJun 30, 26+2250.00%
CENTRAL TRUST Co1.05KJun 30, 26--0.00%
GAMMA Investing LLC1.01KJun 30, 26--0.00%
Strategic Wealth Partners, Ltd.973Jun 30, 26-30.00%
Harbor Asset Planning, Inc.887Jun 30, 26+8870.00%
Operose Advisors LLC800Jun 30, 26--0.00%
Larson Financial Group LLC725Jun 30, 26+7250.00%
WHITTIER TRUST CO OF NEVADA INC700Jun 30, 26+3500.00%
Monetary Solutions, Ltd671Jun 30, 26+6710.00%
VANGUARD ADVISERS INC668Jun 30, 26+4100.00%
ASSETMARK, INC615Jun 30, 26-5450.00%
Signature Resources Capital Management, LLC610Jun 30, 26--0.00%
Ancora Advisors, LLC563Jun 30, 26--0.00%
Bell Investment Advisors, Inc526Jun 30, 26+90.00%
Colonial Trust Advisors520Jun 30, 26--0.00%
Pflug Koory, LLC516Jun 30, 26+90.00%
PNC FINANCIAL SERVICES GROUP, INC.500Jun 30, 26--0.00%
1620 INVESTMENT ADVISORS, INC.495Jun 30, 26+4950.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC460Jun 30, 26--0.00%
BLAIR WILLIAM & CO/IL413Jun 30, 26+630.00%
Smartleaf Asset Management LLC405Jun 30, 26--0.00%
Ronald Blue Trust, Inc.338Jun 30, 26--0.00%
Wagner Wealth Management, LLC170Jun 30, 26+1700.00%
Atomic Invest LLC164Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC157Jun 30, 26+1570.00%
HighMark Wealth Management LLC156Jun 30, 26+20.00%
Geneos Wealth Management Inc.155Jun 30, 26+1550.00%
Ashton Thomas Private Wealth, LLC129Jun 30, 26+1290.00%
Piscataqua Savings Bank115Jun 30, 26+1150.00%
CREATIVE FINANCIAL DESIGNS INC /ADV103Jun 30, 26+20.00%
COUNTRY TRUST BANK72Jun 30, 26+720.00%
HARBOUR INVESTMENTS, INC.30Jun 30, 26--0.00%
AE Wealth Management LLC11Jun 30, 26-150.00%
Johnson Financial Group, Inc.--Jun 30, 26-826--
CI Private Wealth, LLC--Jun 30, 26-840.18K--
Root Financial Partners, LLC--Jun 30, 26-970--
Blueprint Investment Partners LLC--Jun 30, 26-11.50K--
RITHOLTZ WEALTH MANAGEMENT--Jun 30, 26-28.37K--
MAI Capital Management--Jun 30, 26-350--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-8.15K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-791--
Schrum Private Wealth Management LLC--Jun 30, 26-5.33K--
AMERIFLEX GROUP, INC.--Jun 30, 26-300--
Destiny Wealth Partners, LLC--Jun 30, 26-3.34K--
FLOW TRADERS U.S. LLC--Jun 30, 26-11.76K--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-50--
Independent Advisor Alliance--Jun 30, 26-38.41K--
UBS ASSET MANAGEMENT AMERICAS INC--Jun 30, 26-354--
Stone House Investment Management, LLC--Jun 30, 26-1.07K--
OpenArc Corporate Advisory, LLC--Jun 30, 26-6.11K--
CWM, LLC502.68KMar 31, 26-181.56K0.61%
U.S. Capital Wealth Advisors, LLC21.41KMar 31, 26+850.03%
GM Advisory Group, Inc.9.07KMar 31, 26+9.07K0.01%
Sunbelt Securities, Inc.328Mar 31, 26+1700.00%
Edge Financial Advisors LLC33.41KDec 31, 25+740.04%
Sterling Financial Group, Inc.808.14KSep 30, 25+184.40K0.98%
Hemington Wealth Management871Sep 30, 25--0.00%
EWG Elevate Inc.--Sep 30, 25-59.56K--
AVANTAX ADVISORY SERVICES, INC.19.80KJun 30, 25+180.02%
Horan Securities, Inc.6.64KJun 30, 25--0.01%
Callan Capital, LLC749.02KMar 31, 25-20.54K0.91%
Wade Financial Advisory, Inc318.75KMar 31, 25+27.49K0.39%
Horan Capital Advisors, LLC.6.64KMar 31, 25+6.64K0.01%
RAYMOND JAMES & ASSOCIATES968.46KSep 30, 24+80.72K1.18%
Family Asset Management, LLC3.54KSep 30, 24--0.00%
Aspire Wealth Management Corp1.58KSep 30, 24--0.00%
Arden Trust Co972.00KJun 30, 24-7.98K1.18%
BUCKINGHAM STRATEGIC WEALTH, LLC30.15KJun 30, 24+4050.04%
Cetera Advisors LLC8.80KMar 31, 24-9250.01%
Coulter & Justus Financial Services, LLC--Mar 31, 24-505.41K--
DFPG INVESTMENTS, LLC58.02KDec 31, 23+6160.07%
COLONY GROUP LLC46.30KSep 30, 23-8.34K0.06%
Quantitative Advantage, LLC10.89KMar 31, 23--0.01%
Lehman & Derafelo Financial Resources LLC--Dec 31, 22-8.00K--
BALASA DINVERNO & FOLTZ LLC2.44MSep 30, 22-2.83K2.96%
BRR OpCo, LLC1.61MSep 30, 22+1.61M1.96%
MUFG Americas Holdings Corp35.32KSep 30, 22-22.86K0.04%
55I, LLC12.16KSep 30, 22+12.16K0.01%
CAPITAL ONE FINANCIAL CORP32.77KMar 31, 22-215.77K0.04%
Homrich & Berg31.35KSep 30, 21-5120.04%
Strategic Wealth Management Group, LLC14.05KJun 30, 21+14.05K0.02%
OLD MISSION CAPITAL, LLC24.89KDec 31, 20+24.89K0.03%
Watson Rebecca11.02KSep 30, 20--0.01%
Huber Financial Advisors, LLC122.13KMar 31, 20+34.84K0.15%
BOYS ARNOLD & CO INC--Mar 31, 20-17.12K--
LADENBURG THALMANN FINANCIAL SERVICES INC.404.05KDec 31, 19+358.39K0.49%
CAPITAL ONE, NATIONAL ASSOCIATION40.03KDec 31, 19+40.03K0.05%
Advisor Group, Inc.28.47KDec 31, 19+6.46K0.03%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV992.30KSep 30, 19-1.18K1.20%
Capital One Investing, Inc.39.49KSep 30, 19+39.49K0.05%
HL FINANCIAL SERVICES LLC77.76KMar 31, 19+14.89K0.09%
NEXT Financial Holdings2.50KMar 31, 19+2.50K0.00%
Lehman Financial Resources, Inc.8.00KSep 30, 18--0.01%
Kabarec Financial Advisors, Ltd.5.98KJun 30, 18+5.98K0.01%
SII INVESTMENTS INC/WI14.82KDec 31, 17+14.82K0.02%
Virtu KCG Holdings LLC20.24KJun 30, 17+6.84K0.02%
Commonwealth Equity Services, Inc17.55KJun 30, 17+4.26K0.02%
BlackRock Fund Advisors1.86MDec 31, 16+1.86M2.26%
BLACKROCK ADVISORS LLC1.19MDec 31, 16+1.19M1.44%
MSI Financial Services Inc--Dec 31, 16-256--
VSR Financial Services, Inc.129.75KJun 30, 16+53.90K0.16%

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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.