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Institutional Ownership

Top 192 Institutional Holders
HolderSharesDateChange% Held
BANK OF AMERICA CORP /DE/2.10MJun 30, 26-194.33K13.25%
MORGAN STANLEY1.63MJun 30, 26-47.05K10.24%
AlphaCore Capital LLC1.06MJun 30, 26-15.97K6.71%
LPL Financial LLC912.17KJun 30, 26+24.08K5.74%
ENVESTNET ASSET MANAGEMENT INC809.14KJun 30, 26+32.90K5.10%
HighTower Advisors, LLC686.68KJun 30, 26-4.78K4.32%
Cetera Investment Advisers584.32KJun 30, 26-14.99K3.68%
Revolve Wealth Partners, LLC454.11KJun 30, 26+21.31K2.86%
UBS Group AG420.62KJun 30, 26-216.06K2.65%
CAPTRUST FINANCIAL ADVISORS353.21KJun 30, 26+41.31K2.22%
Prime Capital Investment Advisors, LLC324.19KJun 30, 26+99.37K2.04%
One Capital Management, LLC305.30KJun 30, 26--1.92%
Venturi Wealth Management, LLC187.05KJun 30, 26+17.82K1.18%
Premier Path Wealth Partners, LLC170.17KJun 30, 26+42.34K1.07%
TSFG, LLC148.10KJun 30, 26+133.76K0.93%
CGN Advisors LLC142.29KJun 30, 26-289.55K0.90%
Rockefeller Capital Management L.P.141.40KJun 30, 26-1.37K0.89%
CI Private Wealth, LLC133.44KJun 30, 26+16.43K0.84%
Catalyst Investment Management LLC121.53KJun 30, 26+16.09K0.77%
RAYMOND JAMES FINANCIAL INC117.79KJun 30, 26+8.41K0.74%
Fourth Dimension Wealth, LLC114.51KJun 30, 26+4.97K0.72%
ROYAL BANK OF CANADA110.85KJun 30, 26-2.03K0.70%
Kathmere Capital Management, LLC104.83KJun 30, 26-2.31K0.66%
SUSQUEHANNA INTERNATIONAL GROUP, LLP95.36KJun 30, 26-25.73K0.60%
HRT FINANCIAL LP90.76KJun 30, 26+90.76K0.57%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC84.15KJun 30, 26+70.60K0.53%
Merit Financial Group, LLC83.67KJun 30, 26-117.15K0.53%
Atria Investments, Inc83.65KJun 30, 26-3200.53%
Impact Capital Partners LLC78.75KJun 30, 26+4.90K0.50%
SigFig Wealth Management, LLC74.86KJun 30, 26+1.18K0.47%
Savvy Advisors, Inc.68.37KJun 30, 26+6.61K0.43%
Resonant Capital Advisors, LLC54.72KJun 30, 26+5.58K0.34%
Summit Financial, LLC52.29KJun 30, 26-5090.33%
IFP Advisors, Inc51.92KJun 30, 26-610.33%
STIFEL FINANCIAL CORP45.32KJun 30, 26+2.68K0.29%
Vestmark Advisory Solutions, Inc.45.23KJun 30, 26--0.28%
Western Wealth Management, LLC44.57KJun 30, 26+1.41K0.28%
COMMONWEALTH EQUITY SERVICES, LLC44.19KJun 30, 26-2.40K0.28%
Mendel Money Management39.76KJun 30, 26+9.62K0.25%
Hobbs Group Advisors, LLC39.03KJun 30, 26-1400.25%
Financial Enhancement Group LLC32.88KJun 30, 26-7350.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28.66KJun 30, 26-177.07K0.18%
Stratos Wealth Partners, LTD.28.32KJun 30, 26-4.12K0.18%
VestGen Advisors, LLC27.04KJun 30, 26+4.35K0.17%
Ausdal Financial Partners, Inc.26.07KJun 30, 26-5580.16%
Per Stirling Capital Management, LLC.22.57KJun 30, 26-6810.14%
Avestar Capital, LLC20.05KJun 30, 26-2300.13%
City Center Advisors, LLC16.69KJun 30, 26+9970.11%
UBS ASSET MANAGEMENT AMERICAS INC16.41KJun 30, 26--0.10%
Sanctuary Advisors, LLC15.62KJun 30, 26+4800.10%
Creative Planning15.21KJun 30, 26-7650.10%
CIBC WORLD MARKET INC.14.82KJun 30, 26+980.09%
AXXCESS WEALTH MANAGEMENT, LLC14.75KJun 30, 26-770.09%
ADVISOR GROUP HOLDINGS, INC.14.75KJun 30, 26-5040.09%
Kestra Advisory Services, LLC14.58KJun 30, 26-3.07K0.09%
Arkadios Wealth Advisors14.05KJun 30, 26-2.94K0.09%
JPMORGAN CHASE & CO13.91KJun 30, 26+2650.09%
FMR LLC12.29KJun 30, 26+2.03K0.08%
BANK OF MONTREAL /CAN/11.89KJun 30, 26+3.38K0.07%
D'Orazio & Associates, Inc.11.52KJun 30, 26--0.07%
Sharkey, Howes & Javer11.32KJun 30, 26-6580.07%
Cambridge Investment Research Advisors, Inc.11.18KJun 30, 26+5.27K0.07%
Key FInancial Inc10.78KJun 30, 26-290.07%
Rossby Financial, LCC10.76KJun 30, 26-3.91K0.07%
WORLD EQUITY GROUP, INC.10.70KJun 30, 26+3960.07%
COMPASS FINANCIAL MANAGEMENT LLC10.43KJun 30, 26+10.43K0.07%
HOWARD BAILEY SECURITIES, LLC10.35KJun 30, 26-1.27K0.07%
Gladstone Institutional Advisory LLC10.28KJun 30, 26+8360.06%
CIDEL ASSET MANAGEMENT INC10.22KJun 30, 26+3.53K0.06%
Quantinno Capital Management LP10.22KJun 30, 26-1410.06%
IHT Wealth Management, LLC10.04KJun 30, 26+1000.06%
CAHILL FINANCIAL ADVISORS INC9.83KJun 30, 26+3120.06%
Kondo Wealth Advisors, Inc.9.34KJun 30, 26+160.06%
UHLMANN PRICE SECURITIES, LLC9.32KJun 30, 26+1310.06%
Investor's Fiduciary Advisor Network, LLC9.29KJun 30, 26-4000.06%
Buckingham Strategic Partners8.91KJun 30, 26+8.91K0.06%
FIFTH THIRD BANCORP8.09KJun 30, 26-1.02K0.05%
Princeton Global Asset Management LLC7.84KJun 30, 26-2.19K0.05%
Bank of New York Mellon Corp7.78KJun 30, 26+2010.05%
Mason Investment Advisory Services, Inc.7.75KJun 30, 26--0.05%
PARK AVENUE SECURITIES LLC7.61KJun 30, 26+2020.05%
Belpointe Asset Management LLC7.52KJun 30, 26-3890.05%
EVOLUTION WEALTH MANAGEMENT INC.7.05KJun 30, 26+1490.04%
Resources Investment Advisors, LLC.6.76KJun 30, 26+7540.04%
Trilogy Capital Inc.6.70KJun 30, 26-7410.04%
NBC SECURITIES, INC.6.65KJun 30, 26-3.21K0.04%
Janney Montgomery Scott LLC6.56KJun 30, 26+1650.04%
Axis Wealth Partners, LLC6.55KJun 30, 26+6770.04%
Emprise Bank6.33KJun 30, 26--0.04%
Breakwater Capital Group6.24KJun 30, 26+280.04%
PRAIRIE ADVISORY, LLC6.22KJun 30, 26+6.22K0.04%
Oxinas Partners Wealth Management LLC5.93KJun 30, 26-1.06K0.04%
United Advisor Group, LLC5.92KJun 30, 26+250.04%
Private Advisor Group, LLC5.89KJun 30, 26-6.27K0.04%
WIREGRASS INVESTMENT MANAGEMENT LLC5.77KJun 30, 26+5.77K0.04%
INSIGNEO ADVISORY SERVICES, LLC5.63KJun 30, 26+3430.04%
Oregon Pacific Wealth Management, LLC5.57KJun 30, 26-230.04%
Saiph Capital, LLC5.34KJun 30, 26--0.03%
Triad Wealth Partners, LLC5.27KJun 30, 26+700.03%
AE Wealth Management LLC5.18KJun 30, 26-8380.03%
Trust Co5.15KJun 30, 26+3130.03%
Mutual Advisors, LLC5.06KJun 30, 26-1180.03%
MML INVESTORS SERVICES, LLC4.93KJun 30, 26+4.93K0.03%
New England Private Wealth Advisors LLC4.93KJun 30, 26+4.93K0.03%
MERCER GLOBAL ADVISORS INC /ADV4.80KJun 30, 26+4.80K0.03%
Foster Group, Inc.4.71KJun 30, 26+4.71K0.03%
Westside Investment Management, Inc.4.39KJun 30, 26--0.03%
WELLS FARGO & COMPANY/MN3.87KJun 30, 26+3.51K0.02%
Farther Finance Advisors, LLC3.77KJun 30, 26+3.62K0.02%
TD Waterhouse Canada Inc.3.38KJun 30, 26-2.58K0.02%
PRIVATE TRUST CO NA3.31KJun 30, 26+20.02%
BlackRock, Inc.2.98KJun 30, 26+2.28K0.02%
CoreCap Advisors, LLC2.61KJun 30, 26-660.02%
EP Wealth Advisors, LLC2.41KJun 30, 26+2.41K0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV2.40KJun 30, 26-660.02%
Frazier Financial Advisors, LLC2.21KJun 30, 26--0.01%
Golden State Wealth Management, LLC2.12KJun 30, 26+770.01%
Capital Analysts, LLC2.04KJun 30, 26--0.01%
NATIONAL BANK OF CANADA /FI/2.02KJun 30, 26-1.48K0.01%
REAP Financial Group, LLC1.48KJun 30, 26-5400.01%
TOUNJIAN ADVISORY PARTNERS, LLC1.48KJun 30, 26+1.48K0.01%
Beaird Harris Wealth Management, LLC1.44KJun 30, 26--0.01%
Qube Research & Technologies Ltd1.39KJun 30, 26-1810.01%
Integrated Wealth Concepts LLC1.35KJun 30, 26+1.35K0.01%
Aptus Capital Advisors, LLC1.13KJun 30, 26--0.01%
Medallion Wealth Advisors, LLC889Jun 30, 26--0.01%
Capital Advisors, Ltd. LLC658Jun 30, 26--0.00%
Institute for Wealth Management, LLC.485Jun 30, 26+4850.00%
Brooklyn FI, LLC448Jun 30, 26+4480.00%
Global Retirement Partners, LLC302Jun 30, 26+3020.00%
JONES FINANCIAL COMPANIES LLLP301Jun 30, 26+1560.00%
ASSETMARK, INC208Jun 30, 26--0.00%
AdvisorNet Financial, Inc198Jun 30, 26--0.00%
Caitlin John, LLC108Jun 30, 26--0.00%
NewEdge Advisors, LLC82Jun 30, 26--0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.79Jun 30, 26+10.00%
Smartleaf Asset Management LLC74Jun 30, 26--0.00%
Kingdom Financial Group LLC.44Jun 30, 26-3.72K0.00%
SHP Wealth Management17Jun 30, 26--0.00%
Sound Income Strategies, LLC--Jun 30, 26-504--
TopTier Wealth Management, LLC--Jun 30, 26-1.79K--
THRYVE WEALTH MANAGEMENT LLC--Jun 30, 26-10.04K--
Gateway Wealth Partners, LLC--Jun 30, 26-8.32K--
Destiny Wealth Partners, LLC--Jun 30, 26-115--
Independent Advisor Alliance--Jun 30, 26-40.25K--
PNC FINANCIAL SERVICES GROUP, INC.--Jun 30, 26-794--
CITADEL ADVISORS LLC--Jun 30, 26-14.49K--
KESTRA PRIVATE WEALTH SERVICES, LLC--Jun 30, 26-6.36K--
Lloyd Advisory Services, LLC.--Jun 30, 26-3.76K--
Vantage Point Financial LLC--Jun 30, 26-6.64K--
Wealthcare Advisory Partners LLC--Jun 30, 26-6.66K--
GTS SECURITIES LLC--Jun 30, 26-38.79K--
D.A. DAVIDSON & CO.--Jun 30, 26-60.95K--
JANE STREET GROUP, LLC--Jun 30, 26-82.09K--
Team Financial Group, LLC--Jun 30, 26-2.20K--
Golden State Equity Partners--Jun 30, 26-17.89K--
Allworth Financial LP--Jun 30, 26-25--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV--Jun 30, 26-10.24K--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Jun 30, 26-654--
JOURNEY STRATEGIC WEALTH LLC115.69KMar 31, 26-1.89K0.73%
SIGNET FINANCIAL MANAGEMENT, LLC52.58KMar 31, 26+4.40K0.33%
CWM, LLC3.67KMar 31, 26-190.02%
Sunbelt Securities, Inc.--Mar 31, 26-53--
COMERICA BANK7.36KDec 31, 25-380.05%
GPS Wealth Strategies Group, LLC--Dec 31, 25-4.29K--
SPC Financial, Inc.1.10MSep 30, 25+41.57K6.90%
Strive Asset Management, LLC9.62KSep 30, 25-9.56K0.06%
Financial Advocates Investment Management7.26KSep 30, 25-208.37K0.05%
Priebe Wealth Holdings LLC36.30KJun 30, 25-6.25K0.23%
My Legacy Advisors, LLC5.53KJun 30, 25-6.38K0.03%
BOSTON FINANCIAL MANGEMENT LLC115.16KDec 31, 24+6370.73%
RAYMOND JAMES & ASSOCIATES79.27KSep 30, 24-27.11K0.50%
Raymond James Financial Services Advisors, Inc.45.37KSep 30, 24+8.85K0.29%
RAYMOND JAMES TRUST N.A.8.40KSep 30, 24+2000.05%
ICA Group Wealth Management, LLC--Jun 30, 24-952--
Cetera Advisor Networks LLC245.98KMar 31, 24+23.53K1.55%
Cetera Advisors LLC103.60KMar 31, 24+87.83K0.65%
KLR INVESTMENT ADVISORS, LLC31.13KMar 31, 24-10.66K0.20%
DB Wealth Management Group, LLC121Dec 31, 23+1210.00%
V Wealth Advisors LLC19.20KSep 30, 23-5.74K0.12%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.7.92KSep 30, 23-1000.05%
Truadvice, LLC7.90KSep 30, 23+7.90K0.05%
AJ WEALTH STRATEGIES, LLC15.24KJun 30, 23--0.10%
GOFEN & GLOSSBERG LLC /IL/7.72KDec 31, 22--0.05%
STRINGER ASSET MANAGEMENT, LLC39.56KSep 30, 22+28.32K0.25%
55I, LLC20.32KSep 30, 22+7.89K0.13%
NEXT Financial Group, Inc1.66KDec 31, 21--0.01%
Carroll Financial Associates, Inc.250Dec 31, 21+2500.00%
New England Investment & Retirement Group, Inc.300.62KSep 30, 21+300.62K1.89%
LADENBURG THALMANN FINANCIAL SERVICES INC.137.13KDec 31, 19+137.13K0.86%
Advisor Group, Inc.785Dec 31, 19-2000.00%
BB&T SECURITIES, LLC165.00KSep 30, 19+22.41K1.04%

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.