ISD(ISD)
ISD
Institutional Ownership
Top 101 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 804.22K | Jun 30, 26 | +9.43K | 2.41% |
| Shaker Financial Services, LLC | 160.86K | Jun 30, 26 | +141.81K | 0.48% |
| Stolper Co | 42.23K | Jun 30, 26 | -85.51K | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35.55K | Jun 30, 26 | +3.08K | 0.11% |
| Investment Partners Asset Management, Inc. | 35.13K | Jun 30, 26 | -- | 0.11% |
| Mallini Complete Financial Planning LLC | 23.33K | Jun 30, 26 | +938 | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19.13K | Jun 30, 26 | -- | 0.06% |
| Future Financial Wealth Managment LLC | 17.00K | Jun 30, 26 | -- | 0.05% |
| MELFA WEALTH MANAGEMENT, LLC | 16.08K | Jun 30, 26 | +16.08K | 0.05% |
| David J Yvars Group | 11.45K | Jun 30, 26 | +207 | 0.03% |
| CoreCap Advisors, LLC | 4.73K | Jun 30, 26 | +33 | 0.01% |
| AdvisorNet Financial, Inc | 872 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 600 | Jun 30, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 250 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -786 | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -12.11K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 788.13K | Mar 31, 26 | -47.21K | 2.36% |
| GUGGENHEIM CAPITAL LLC | 529.90K | Mar 31, 26 | -139.66K | 1.59% |
| BANK OF AMERICA CORP /DE/ | 503.26K | Mar 31, 26 | -7.15K | 1.51% |
| COHEN & STEERS, INC. | 486.28K | Mar 31, 26 | -- | 1.46% |
| WELLS FARGO & COMPANY/MN | 476.26K | Mar 31, 26 | +115.62K | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 474.38K | Mar 31, 26 | -234.80K | 1.42% |
| MORGAN STANLEY | 399.78K | Mar 31, 26 | -63.74K | 1.20% |
| AMERIPRISE FINANCIAL INC | 259.73K | Mar 31, 26 | -23.27K | 0.78% |
| Invesco Ltd. | 239.56K | Mar 31, 26 | -4.21K | 0.72% |
| ROYAL BANK OF CANADA | 212.08K | Mar 31, 26 | -1.11K | 0.64% |
| Capital Investment Advisors, LLC | 204.57K | Mar 31, 26 | -68.63K | 0.61% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 178.62K | Mar 31, 26 | +19.47K | 0.54% |
| Cetera Investment Advisers | 171.47K | Mar 31, 26 | +5.09K | 0.51% |
| Private Advisor Group, LLC | 150.22K | Mar 31, 26 | +1.60K | 0.45% |
| THRIVENT FINANCIAL FOR LUTHERANS | 146.87K | Mar 31, 26 | -8.81K | 0.44% |
| LPL Financial LLC | 145.32K | Mar 31, 26 | +2.30K | 0.44% |
| BROWN ADVISORY INC | 114.22K | Mar 31, 26 | -- | 0.34% |
| UBS Group AG | 105.47K | Mar 31, 26 | -26.78K | 0.32% |
| Steward Partners Investment Advisory, LLC | 88.00K | Mar 31, 26 | +206 | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 86.71K | Mar 31, 26 | -2.79K | 0.26% |
| Fiera Capital Corp | 81.61K | Mar 31, 26 | -3.03K | 0.24% |
| Savvy Advisors, Inc. | 73.77K | Mar 31, 26 | -21.47K | 0.22% |
| Marks Group Wealth Management, Inc | 65.93K | Mar 31, 26 | -6.80K | 0.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 56.81K | Mar 31, 26 | +56.81K | 0.17% |
| STIFEL FINANCIAL CORP | 56.52K | Mar 31, 26 | +1.04K | 0.17% |
| Aviance Capital Partners, LLC | 56.37K | Mar 31, 26 | +68 | 0.17% |
| NewEdge Advisors, LLC | 45.26K | Mar 31, 26 | +587 | 0.14% |
| Hilton Capital Management, LLC | 44.46K | Mar 31, 26 | -5.50K | 0.13% |
| Creative Planning | 41.17K | Mar 31, 26 | -541 | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 40.58K | Mar 31, 26 | -539 | 0.12% |
| Modern Wealth Management, LLC | 30.54K | Mar 31, 26 | -5.77K | 0.09% |
| Beacon Pointe Advisors, LLC | 26.56K | Mar 31, 26 | +3.99K | 0.08% |
| Western Wealth Management, LLC | 26.23K | Mar 31, 26 | -1.76K | 0.08% |
| CI Private Wealth, LLC | 24.28K | Mar 31, 26 | -- | 0.07% |
| TCG Advisory Services, LLC | 20.59K | Mar 31, 26 | +20.59K | 0.06% |
| IHT Wealth Management, LLC | 19.67K | Mar 31, 26 | -- | 0.06% |
| XTX Topco Ltd | 18.47K | Mar 31, 26 | +18.47K | 0.06% |
| MSH Capital Advisors LLC | 18.11K | Mar 31, 26 | -- | 0.05% |
| Intellus Advisors LLC | 17.91K | Mar 31, 26 | +420 | 0.05% |
| JANE STREET GROUP, LLC | 17.73K | Mar 31, 26 | +17.73K | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 17.28K | Mar 31, 26 | +17.28K | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 10.42K | Mar 31, 26 | +23 | 0.03% |
| IFG Advisory, LLC | 6.39K | Mar 31, 26 | +6.39K | 0.02% |
| Rockefeller Capital Management L.P. | 5.88K | Mar 31, 26 | -2.00K | 0.02% |
| Quarry LP | 3.02K | Mar 31, 26 | +3.02K | 0.01% |
| FIFTH THIRD BANCORP | 2.00K | Mar 31, 26 | +2.00K | 0.01% |
| Advisory Services Network, LLC | 1.68K | Mar 31, 26 | +1.68K | 0.01% |
| CWM, LLC | 207 | Mar 31, 26 | -280 | 0.00% |
| Osbon Capital Management LLC | 80 | Mar 31, 26 | +80 | 0.00% |
| Allworth Financial LP | 23 | Mar 31, 26 | -4.69K | 0.00% |
| HUNTINGTON NATIONAL BANK | 2 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | -- | Mar 31, 26 | -6.81K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Mar 31, 26 | -1.01K | -- |
| Turim 21 Investimentos Ltda. | -- | Mar 31, 26 | -1.26K | -- |
| Pinnacle Wealth Planning Services, Inc. | -- | Mar 31, 26 | -247 | -- |
| Strategic Advocates LLC | -- | Mar 31, 26 | -2.18K | -- |
| COMERICA BANK | 2.00K | Dec 31, 25 | -109 | 0.01% |
| GPS Wealth Strategies Group, LLC | 536 | Dec 31, 25 | +11 | 0.00% |
| FSA Wealth Management LLC | 4.89K | Sep 30, 25 | -- | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 3.25K | Sep 30, 25 | -- | 0.01% |
| Summit X, LLC | -- | Jun 30, 25 | -13.61K | -- |
| CAROLINAS WEALTH CONSULTING LLC | 3.21K | Mar 31, 25 | -- | 0.01% |
| Kiely Wealth Advisory Group, Inc. | 371 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -2.13K | -- |
| RAYMOND JAMES & ASSOCIATES | 454.75K | Sep 30, 24 | +18.02K | 1.36% |
| Raymond James Financial Services Advisors, Inc. | 153.38K | Sep 30, 24 | +20.08K | 0.46% |
| Edmonds Duncan Registered Investment Advisors, LLC | 56.95K | Sep 30, 24 | +7.99K | 0.17% |
| RAYMOND JAMES TRUST N.A. | 18.28K | Sep 30, 24 | +1.00K | 0.05% |
| Cetera Advisors LLC | 76.42K | Mar 31, 24 | +4.00K | 0.23% |
| InterOcean Capital Group, LLC | 32.00K | Mar 31, 24 | -- | 0.10% |
| Cetera Advisor Networks LLC | 31.54K | Mar 31, 24 | +4.22K | 0.09% |
| ADVISOR PARTNERS II, LLC | 210.09K | Sep 30, 23 | +210.09K | 0.63% |
| Wealth Management Solutions, LLC | 42.37K | Sep 30, 23 | +86 | 0.13% |
| PIERSHALE FINANCIAL GROUP, INC. | 2.07K | Jun 30, 23 | +52 | 0.01% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -1.12K | -- |
| FourThought Financial, LLC | 2.13K | Sep 30, 22 | -- | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.81M | Mar 31, 22 | +122.09K | 8.43% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -161 | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 30.50K | Sep 30, 21 | +3.60K | 0.09% |
| 20/20 Capital Management, Inc. | 28.85K | Jun 30, 21 | -2.86K | 0.09% |
| Reby Advisors, LLC | 1.50K | Dec 31, 20 | +1.50K | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 136.65K | Dec 31, 19 | +687 | 0.41% |
| Advisor Group, Inc. | 110.80K | Dec 31, 19 | -9.30K | 0.33% |
| BB&T SECURITIES, LLC | 34.45K | Sep 30, 19 | +17 | 0.10% |