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Institutional Ownership

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

Top 229 Institutional Holders
HolderSharesDateChange% Held
EASTERN BANK--Sep 30, 26-56--
VANTAGEPOINT INVESTMENT ADVISERS LLC1.10MJun 30, 26+49.84K8.48%
Mariner, LLC858.07KJun 30, 26-4.50K6.59%
Trust Point Inc.664.53KJun 30, 26+22.91K5.10%
MORGAN STANLEY384.51KJun 30, 26+5.85K2.95%
BANK OF AMERICA CORP /DE/215.31KJun 30, 26-6.68K1.65%
RAYMOND JAMES FINANCIAL INC212.07KJun 30, 26+1.58K1.63%
Stordahl Capital Management, Inc.176.02KJun 30, 26+1.59K1.35%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC161.29KJun 30, 26+2.75K1.24%
LPL Financial LLC154.60KJun 30, 26+33.01K1.19%
Lutz Financial Services LLC114.03KJun 30, 26-7920.88%
UBS Group AG107.42KJun 30, 26-8030.82%
Aberdeen Wealth Management LLC92.67KJun 30, 26-25.25K0.71%
BALANCED WEALTH GROUP LLC89.04KJun 30, 26+89.04K0.68%
MidFirst Bank84.56KJun 30, 26+5170.65%
WELLS FARGO & COMPANY/MN73.53KJun 30, 26-15.63K0.56%
COMMONWEALTH EQUITY SERVICES, LLC73.50KJun 30, 26+3080.56%
Savant Capital, LLC72.49KJun 30, 26+35.91K0.56%
HighTower Advisors, LLC53.80KJun 30, 26-1.00K0.41%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO52.84KJun 30, 26-29.22K0.41%
TRUIST FINANCIAL CORP44.80KJun 30, 26-6910.34%
Kestra Advisory Services, LLC39.72KJun 30, 26-36.32K0.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC37.12KJun 30, 26+5.38K0.28%
WILEY BROS.-AINTREE CAPITAL, LLC33.48KJun 30, 26+2800.26%
EP Wealth Advisors, LLC32.95KJun 30, 26+3.31K0.25%
Allworth Financial LP32.70KJun 30, 26-1.17K0.25%
M1 Capital Management LLC31.40KJun 30, 26+31.40K0.24%
JPMORGAN CHASE & CO30.26KJun 30, 26+1.70K0.23%
ENVESTNET ASSET MANAGEMENT INC28.92KJun 30, 26-7.49K0.22%
FRANKLIN RESOURCES INC28.70KJun 30, 26--0.22%
Miracle Mile Advisors, LLC24.72KJun 30, 26-2150.19%
JONES FINANCIAL COMPANIES LLLP19.78KJun 30, 26+6.07K0.15%
THRIVENT FINANCIAL FOR LUTHERANS19.51KJun 30, 26+3050.15%
MONETA GROUP INVESTMENT ADVISORS LLC17.99KJun 30, 26-3500.14%
Cetera Investment Advisers16.00KJun 30, 26+2130.12%
Cornerstone Financial Management LLC14.94KJun 30, 26-1810.11%
AMERIPRISE FINANCIAL INC13.48KJun 30, 26+1.23K0.10%
FIFTH THIRD BANCORP13.25KJun 30, 26-6.97K0.10%
Fortitude Family Office, LLC13.16KJun 30, 26--0.10%
Private Advisor Group, LLC12.48KJun 30, 26+870.10%
SHUFRO ROSE & CO LLC11.73KJun 30, 26+7500.09%
ADVISOR GROUP HOLDINGS, INC.10.67KJun 30, 26+2.08K0.08%
AQR CAPITAL MANAGEMENT LLC10.44KJun 30, 26+4600.08%
KEYBANK NATIONAL ASSOCIATION/OH10.19KJun 30, 26-1930.08%
PFG Advisors10.12KJun 30, 26+5420.08%
Heritage Investment Group, Inc.9.57KJun 30, 26--0.07%
AMERICAN FINANCIAL & TAX STRATEGIES INC9.09KJun 30, 26-1420.07%
Creative Planning8.88KJun 30, 26-4.26K0.07%
D.A. DAVIDSON & CO.8.35KJun 30, 26--0.06%
MML INVESTORS SERVICES, LLC7.82KJun 30, 26+9840.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.16KJun 30, 26-21.51K0.05%
Naviter Wealth, LLC6.85KJun 30, 26--0.05%
CAPTRUST FINANCIAL ADVISORS6.66KJun 30, 26+750.05%
ROYAL BANK OF CANADA6.24KJun 30, 26-30.05%
Rodgers & Associates, LTD5.86KJun 30, 26+800.05%
Goodman Financial Corp5.79KJun 30, 26+610.04%
MOSAIC FAMILY WEALTH PARTNERS, LLC5.61KJun 30, 26--0.04%
Merit Financial Group, LLC5.58KJun 30, 26--0.04%
CI Private Wealth, LLC5.43KJun 30, 26-3.98K0.04%
Meridian Wealth Management, LLC5.31KJun 30, 26+130.04%
Sovran Advisors, LLC5.25KJun 30, 26+2440.04%
HANOVER ADVISORS INC4.99KJun 30, 26-1780.04%
OFC FINANCIAL PLANNING, LLC4.95KJun 30, 26-1.36K0.04%
HUNTINGTON NATIONAL BANK4.89KJun 30, 26-5.14K0.04%
Bruce G. Allen Investments, LLC4.89KJun 30, 26+3.53K0.04%
Trail Ridge Investment Advisors, LLC4.89KJun 30, 26+3510.04%
CIBC WORLD MARKET INC.4.75KJun 30, 26--0.04%
GHP Investment Advisors, Inc.4.71KJun 30, 26--0.04%
TWO SIGMA INVESTMENTS, LP4.50KJun 30, 26+4.50K0.03%
Atlas Brown,Inc.4.41KJun 30, 26-1770.03%
BHK Investment Advisors, LLC4.40KJun 30, 26--0.03%
HARBOUR INVESTMENTS, INC.4.39KJun 30, 26-1570.03%
TopTier Wealth Management, LLC4.33KJun 30, 26-1850.03%
Ifrah Financial Services, Inc.4.13KJun 30, 26-140.03%
Passive Capital Management, LLC.4.03KJun 30, 26--0.03%
Summit Financial, LLC4.01KJun 30, 26-1.75K0.03%
Cambridge Investment Research Advisors, Inc.4.01KJun 30, 26-740.03%
Valmark Advisers, Inc.3.80KJun 30, 26--0.03%
Hobart Private Capital, LLC3.76KJun 30, 26--0.03%
AE Wealth Management LLC3.76KJun 30, 26--0.03%
FMR LLC3.55KJun 30, 26+810.03%
Wealthquest Corp3.53KJun 30, 26--0.03%
AMG National Trust Bank3.48KJun 30, 26--0.03%
Glenview Trust Co3.23KJun 30, 26--0.02%
SRS Capital Advisors, Inc.3.22KJun 30, 26+3.22K0.02%
Wealthcare Advisory Partners LLC3.15KJun 30, 26--0.02%
IHT Wealth Management, LLC3.14KJun 30, 26--0.02%
Spire Wealth Management3.12KJun 30, 26--0.02%
INSIGHT 2811, INC.3.07KJun 30, 26+10.02%
Western Wealth Management, LLC3.06KJun 30, 26--0.02%
CITIZENS FINANCIAL GROUP INC/RI3.03KJun 30, 26--0.02%
LEVEL FOUR ADVISORY SERVICES, LLC3.01KJun 30, 26-500.02%
StoneX Group Inc.2.87KJun 30, 26-2340.02%
NewEdge Advisors, LLC2.86KJun 30, 26+3310.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC2.86KJun 30, 26--0.02%
WealthCollab, LLC2.81KJun 30, 26--0.02%
IFG Advisors, LLC2.77KJun 30, 26--0.02%
Veratis Advisors, Inc.2.56KJun 30, 26+2.56K0.02%
BLAIR WILLIAM & CO/IL2.48KJun 30, 26--0.02%
Keystone Financial Group2.46KJun 30, 26-380.02%
Mutual Advisors, LLC2.44KJun 30, 26-2070.02%
SILVER OAK WEALTH ADVISORS SERVICES, LLC2.25KJun 30, 26--0.02%
Atomi Financial Group, Inc.2.23KJun 30, 26--0.02%
PNC FINANCIAL SERVICES GROUP, INC.2.23KJun 30, 26+920.02%
Octavia Wealth Advisors, LLC2.22KJun 30, 26-5710.02%
Texas Yale Capital Corp.2.20KJun 30, 26--0.02%
Horizon Investment Services, LLC2.17KJun 30, 26-840.02%
Argyle Capital Partners, LLC2.17KJun 30, 26-370.02%
CHOREO, LLC2.10KJun 30, 26--0.02%
JMG Financial Group, Ltd.2.09KJun 30, 26--0.02%
FIFTH THIRD SECURITIES, INC.2.08KJun 30, 26-1610.02%
Pinnacle Financial Partners, Inc.2.05KJun 30, 26+10.02%
Genesis Financial Group, LLC2.05KJun 30, 26+50.02%
Kingsview Wealth Management, LLC1.98KJun 30, 26--0.02%
Cerity Partners LLC1.93KJun 30, 26-1840.01%
BCS Private Wealth Management, Inc.1.93KJun 30, 26+1.93K0.01%
Jacobs Equity LLC1.93KJun 30, 26+1.93K0.01%
BDFS Capital LLC1.92KJun 30, 26+1.92K0.01%
Carnegie Lake Advisors LLC1.91KJun 30, 26+1.91K0.01%
Redhawk Wealth Advisors, Inc.1.91KJun 30, 26-3.04K0.01%
NORTHERN TRUST CORP1.89KJun 30, 26+1.89K0.01%
CARY STREET PARTNERS FINANCIAL LLC1.83KJun 30, 26+1.83K0.01%
Gotham Asset Management, LLC1.81KJun 30, 26+1.81K0.01%
Rockbridge Investment Management, LCC1.77KJun 30, 26+1.77K0.01%
MAI Capital Management1.76KJun 30, 26+5600.01%
VANGUARD ADVISERS INC1.62KJun 30, 26+780.01%
CITIGROUP INC1.60KJun 30, 26+1.60K0.01%
Hanson & Doremus Investment Management1.50KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV1.47KJun 30, 26+1.47K0.01%
Parallel Advisors, LLC1.38KJun 30, 26-5500.01%
Salomon & Ludwin, LLC1.11KJun 30, 26--0.01%
EverSource Wealth Advisors, LLC1.08KJun 30, 26+1.08K0.01%
Rialto Wealth Management, LLC1.06KJun 30, 26--0.01%
PlanVest Financial, Inc832Jun 30, 26+270.01%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA831Jun 30, 26--0.01%
Founders Capital Management770Jun 30, 26--0.01%
Archer Investment Corp722Jun 30, 26--0.01%
Asset Dedication, LLC704Jun 30, 26+1160.01%
VSM Wealth Advisory, LLC600Jun 30, 26--0.00%
Aptus Capital Advisors, LLC593Jun 30, 26--0.00%
Pinnacle Bancorp, Inc.572Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.526Jun 30, 26-2460.00%
Farther Finance Advisors, LLC472Jun 30, 26--0.00%
PRIVATE TRUST CO NA450Jun 30, 26--0.00%
Geneos Wealth Management Inc.448Jun 30, 26--0.00%
Newbridge Financial Services Group, Inc.444Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC435Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC396Jun 30, 26--0.00%
Glass Jacobson Investment Advisors llc394Jun 30, 26--0.00%
Federation des caisses Desjardins du Quebec328Jun 30, 26--0.00%
WPG Advisers, LLC325Jun 30, 26--0.00%
Smartleaf Asset Management LLC325Jun 30, 26--0.00%
Guardian Partners Inc.312Jun 30, 26+3120.00%
Regatta Research & Money Management300Jun 30, 26+3000.00%
Global Retirement Partners, LLC258Jun 30, 26+2580.00%
Integrated Wealth Concepts LLC220Jun 30, 26+2200.00%
Larson Financial Group LLC220Jun 30, 26-4430.00%
BOKF, NA213Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV208Jun 30, 26--0.00%
ASSETMARK, INC202Jun 30, 26--0.00%
Heritage Wealth Advisors198Jun 30, 26+1980.00%
Rockefeller Capital Management L.P.190Jun 30, 26-7460.00%
Institute for Wealth Management, LLC.182Jun 30, 26+1820.00%
Markowski Investments174Jun 30, 26+1740.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC168Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.162Jun 30, 26--0.00%
Anchor Investment Management, LLC138Jun 30, 26--0.00%
NorthAvenue LLC118Jun 30, 26--0.00%
First Bancorp, Inc /ME/100Jun 30, 26+1000.00%
SYM FINANCIAL Corp67Jun 30, 26-1110.00%
Tower Research Capital LLC (TRC)56Jun 30, 26+560.00%
SBI Securities Co., Ltd.20Jun 30, 26-150.00%
SIGNATUREFD, LLC14Jun 30, 26--0.00%
SOA Wealth Advisors, LLC.8Jun 30, 26--0.00%
GOLDMAN SACHS GROUP INC--Jun 30, 26-10.38K--
UBS ASSET MANAGEMENT AMERICAS INC--Jun 30, 26-1.14K--
BlackRock, Inc.--Jun 30, 26-130--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-19--
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT--Jun 30, 26-2.00K--
STIFEL FINANCIAL CORP--Jun 30, 26-8.80K--
Independent Advisor Alliance--Jun 30, 26-14.05K--
CITADEL ADVISORS LLC--Jun 30, 26-2.53K--
Russell Investments Group, Ltd.--Jun 30, 26-100--
Regal Investment Advisors LLC--Jun 30, 26-2.18K--
Factorial Partners, LLC--Jun 30, 26-5.20K--
U.S. Capital Wealth Advisors, LLC2.98KMar 31, 26--0.02%
Claris Financial LLC2.00KMar 31, 26+2.00K0.02%
CWM, LLC418Mar 31, 26+2180.00%
COMERICA BANK18.35KDec 31, 25+3.07K0.14%
SYNOVUS FINANCIAL CORP2.05KSep 30, 25+2.05K0.02%
Accredited Wealth Management, LLC1.74KSep 30, 25+1.73K0.01%
CROWLEY WEALTH MANAGEMENT, INC.600Sep 30, 25--0.00%
Christopher J. Hasenberg, Inc86Jun 30, 25-1.35K0.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-4.35K--
Sandy Spring Bank--Mar 31, 25-400--
Raymond James Financial Services Advisors, Inc.143.21KSep 30, 24-2.06K1.10%
RAYMOND JAMES & ASSOCIATES50.91KSep 30, 24-3.60K0.39%
Gateway Advisory, LLC37.69KSep 30, 24+3050.29%
RAYMOND JAMES TRUST N.A.2.68KSep 30, 24--0.02%
Halpern Financial, Inc.1.65KSep 30, 24-2.04K0.01%
Cetera Advisor Networks LLC8.95KMar 31, 24+8.95K0.07%
FirstPurpose Wealth LLC4.00KMar 31, 24--0.03%
Cetera Advisors LLC2.93KMar 31, 24+2.93K0.02%
CAMBRIDGE TRUST CO--Mar 31, 24-60--
Bartlett & Co. LLC168Dec 31, 23+1680.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.17.24KSep 30, 23+2950.13%
COMERICA SECURITIES,INC.3.99KSep 30, 23+6740.03%
Relaxing Retirement Coach58.01KJun 30, 23-8940.45%
American Portfolios Advisors454Sep 30, 22--0.00%
ACG Wealth--Sep 30, 22-714--
Private Capital Group, LLC--Jun 30, 22-446--
Biltmore Capital Advisors LLC3.52KDec 31, 21+2160.03%
REILLY FINANCIAL ADVISORS, LLC1.67KDec 31, 21--0.01%
NEXT Financial Group, Inc1.59KDec 31, 21--0.01%
USCA RIA LLC1.49KJun 30, 21--0.01%
Advisor Group, Inc.4.71KDec 31, 19+3790.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.3.19KDec 31, 19-580.02%
SUNTRUST BANKS INC18.34KSep 30, 19+2000.14%
BB&T SECURITIES, LLC14.04KSep 30, 19-6190.11%
Guidant Wealth Advisors10.74KSep 30, 19--0.08%
Oak Point Wealth Management221Mar 31, 18--0.00%
BB&T INVESTMENT SERVICES, INC.286Dec 31, 17--0.00%
Commonwealth Equity Services, Inc2.36KJun 30, 17+730.02%
Virtu KCG Holdings LLC--Jun 30, 17-4.33K--
MSI Financial Services Inc11.80KDec 31, 16+1.74K0.09%
BlackRock Investment Management, LLC155Dec 31, 16+1550.00%
MANAGED ACCOUNT ADVISORS LLC461Jun 30, 15--0.00%
NEW ENGLAND SECURITIES CORP /MA/449Dec 31, 14+2210.00%
UBS AG33.57KSep 30, 14-1.82K0.26%

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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.