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Institutional Ownership

Top 104 Institutional Holders
HolderSharesDateChange% Held
Kingsview Wealth Management, LLC1.60MJun 30, 26+9.83K19.33%
ADVISOR GROUP HOLDINGS, INC.384.43KJun 30, 26+21.09K4.64%
COMMONWEALTH EQUITY SERVICES, LLC307.91KJun 30, 26+5383.71%
HighTower Advisors, LLC210.81KJun 30, 26-39.62K2.54%
AE Wealth Management LLC187.75KJun 30, 26-28.57K2.26%
Triad Wealth Partners, LLC144.39KJun 30, 26+23.11K1.74%
Cambridge Investment Research Advisors, Inc.99.52KJun 30, 26-41.77K1.20%
Peak Wealth Management LLC81.33KJun 30, 26+440.98%
Brinker Capital Investments, LLC79.70KJun 30, 26+25.41K0.96%
Weaver Capital Management LLC71.15KJun 30, 26--0.86%
ENVESTNET ASSET MANAGEMENT INC68.98KJun 30, 26+2220.83%
SUSQUEHANNA INTERNATIONAL GROUP, LLP67.36KJun 30, 26+41.45K0.81%
Brookstone Capital Management67.08KJun 30, 26-5.87K0.81%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors53.20KJun 30, 26-4.98K0.64%
Encompass More Asset Management53.06KJun 30, 26+16.03K0.64%
Kestra Advisory Services, LLC51.61KJun 30, 26+2.11K0.62%
Ausdal Financial Partners, Inc.50.05KJun 30, 26-1560.60%
Ameritas Advisory Services, LLC47.26KJun 30, 26+38.70K0.57%
Farther Finance Advisors, LLC43.10KJun 30, 26-2.40K0.52%
Cetera Investment Advisers39.29KJun 30, 26-3190.47%
Cypress Wealth Services, LLC35.45KJun 30, 26--0.43%
CENTAURUS FINANCIAL, INC.34.81KJun 30, 26-12.06K0.42%
Pensionmark Financial Group, LLC33.98KJun 30, 26-5.82K0.41%
LPL Financial LLC28.70KJun 30, 26+1.45K0.35%
GWN SECURITIES INC.27.43KJun 30, 26+1.24K0.33%
SYKON CAPITAL LLC27.16KJun 30, 26+4370.33%
Lifestyle Asset Management, Inc.27.02KJun 30, 26+1400.33%
HARBOUR INVESTMENTS, INC.26.19KJun 30, 26-2.29K0.32%
Soltis Investment Advisors LLC26.14KJun 30, 26-2.28K0.32%
NewEdge Advisors, LLC26.10KJun 30, 26--0.31%
Merit Financial Group, LLC24.45KJun 30, 26-1.25K0.29%
Sonoma Allocations LLC22.94KJun 30, 26--0.28%
RAYMOND JAMES FINANCIAL INC22.14KJun 30, 26-3470.27%
KFG WEALTH MANAGEMENT, LLC21.89KJun 30, 26-3.47K0.26%
Gallagher Fiduciary Advisors, LLC21.64KJun 30, 26-5850.26%
Atria Investments, Inc20.53KJun 30, 26+20.53K0.25%
Ashton Thomas Private Wealth, LLC20.00KJun 30, 26+1.79K0.24%
MML INVESTORS SERVICES, LLC19.99KJun 30, 26+5.94K0.24%
KELLY FINANCIAL GROUP LLC19.55KJun 30, 26--0.24%
FIRST COMMONWEALTH FINANCIAL CORP /PA/18.89KJun 30, 26--0.23%
BFI Wealth Solutions, LLC16.50KJun 30, 26--0.20%
Carmel Capital Partners, LLC16.30KJun 30, 26+16.30K0.20%
Cassady Wealth & Retirement Planning, LLC16.26KJun 30, 26-1900.20%
SYON CAPITAL LLC16.11KJun 30, 26--0.19%
Blue Sky Capital Consultants Group, Inc.15.97KJun 30, 26-3.46K0.19%
BridgePort Financial Solutions, LLC15.45KJun 30, 26-9.68K0.19%
INDEPENDENT FINANCIAL GROUP, LLC14.58KJun 30, 26+2.10K0.18%
KINGSWOOD WEALTH ADVISORS, LLC14.19KJun 30, 26--0.17%
AssuredPartners Investment Advisors, LLC13.50KJun 30, 26--0.16%
Signal Advisors Wealth, LLC12.92KJun 30, 26+12.92K0.16%
WEDBUSH SECURITIES INC12.88KJun 30, 26--0.16%
MONEY CONCEPTS CAPITAL CORP11.49KJun 30, 26-2.28K0.14%
CreativeOne Wealth, LLC11.24KJun 30, 26+2.00K0.14%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.10.76KJun 30, 26--0.13%
Summit Financial, LLC10.63KJun 30, 26+10.63K0.13%
Vantage Point Financial LLC10.38KJun 30, 26+1.20K0.13%
Pinnacle Wealth Management Group, Inc.10.35KJun 30, 26--0.12%
Waverly Advisors, LLC10.31KJun 30, 26+1050.12%
Inspire Advisors, LLC9.70KJun 30, 26+9.70K0.12%
Visionary Wealth Advisors9.57KJun 30, 26--0.12%
Integrity Advisory Solutions, LLC9.29KJun 30, 26+1.03K0.11%
Archer Investment Corp8.83KJun 30, 26--0.11%
WINNOW WEALTH LLC8.71KJun 30, 26--0.11%
WEALTHGARDEN F.S. LLC8.49KJun 30, 26-420.10%
HORAN Wealth, LLC8.00KJun 30, 26--0.10%
Triumph Capital Management8.00KJun 30, 26--0.10%
PRINCIPAL SECURITIES, INC.7.43KJun 30, 26+7.43K0.09%
Ballast Rock Private Wealth LLC7.24KJun 30, 26-1.38K0.09%
IFP Advisors, Inc7.22KJun 30, 26+1050.09%
FLORIDA FINANCIAL ADVISORS, LLC7.02KJun 30, 26+320.08%
NWF Advisory Services Inc.6.80KJun 30, 26+6.80K0.08%
AXXCESS WEALTH MANAGEMENT, LLC6.74KJun 30, 26-8750.08%
Accurate Wealth Management, LLC6.68KJun 30, 26-2.45K0.08%
CoreCap Advisors, LLC6.20KJun 30, 26+1.52K0.07%
Benson Wealth Management INC5.74KJun 30, 26--0.07%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV5.19KJun 30, 26+4.09K0.06%
Keystone Financial Group, Inc.4.99KJun 30, 26-3.62K0.06%
HARBOR INVESTMENT ADVISORY, LLC4.71KJun 30, 26--0.06%
Global Retirement Partners, LLC3.46KJun 30, 26+3.46K0.04%
Allworth Financial LP3.11KJun 30, 26--0.04%
EVOLUTION WEALTH MANAGEMENT INC.2.78KJun 30, 26-680.03%
GILPIN WEALTH MANAGEMENT, LLC2.50KJun 30, 26+2.50K0.03%
UBS Group AG1.66KJun 30, 26+1.66K0.02%
Steward Partners Investment Advisory, LLC761Jun 30, 26--0.01%
IFG Advisory, LLC235Jun 30, 26--0.00%
RED REEF ADVISORS LLC180Jun 30, 26--0.00%
Financial Network Wealth Advisors LLC133Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.8Jun 30, 26--0.00%
BARCLAYS PLC--Jun 30, 26-4.11K--
GILL CAPITAL PARTNERS, LLC--Jun 30, 26-200--
Advisory Services Network, LLC--Jun 30, 26-5.92K--
Stratos Wealth Advisors, LLC--Jun 30, 26-17.62K--
Aegis Wealth Management, Inc.--Jun 30, 26-9.61K--
Private Advisor Group, LLC--Jun 30, 26-10.49K--
CULLEN/FROST BANKERS, INC.--Jun 30, 26-180--
Goldenstone Wealth Management LLC--Jun 30, 26-61.51K--
CWM, LLC157.38KMar 31, 26-66.19K1.90%
Sunbelt Securities, Inc.185Mar 31, 26-1.50K0.00%
Vantage Financial Partners, LLC27.79KDec 31, 25-2230.34%
BRASS TAX WEALTH MANAGEMENT, INC7.91KSep 30, 25--0.10%
Atria Wealth Solutions, Inc.14.31KJun 30, 25--0.17%
Horan Securities, Inc.8.00KJun 30, 25--0.10%
Orion Portfolio Solutions, LLC48.29KMar 31, 25+48.29K0.58%
Sugarloaf Wealth Management, LLC6.71KDec 31, 24+6.71K0.08%

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.