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Institutional Ownership

Top 417 Institutional Holders
HolderSharesDateChange% Held
EASTERN BANK2.35MSep 30, 26+57.09K1.76%
Richard P Slaughter Associates Inc641.49KSep 30, 26-150.20K0.48%
First Financial Bank - Trust Division515.71KSep 30, 26+9.21K0.39%
SAX WEALTH ADVISORS, LLC409.69KSep 30, 26+58.01K0.31%
MLG Wealth Management DBA Pine Grove Financial Group219.48KSep 30, 26-21.71K0.16%
HALLMARK CAPITAL MANAGEMENT INC202.90KSep 30, 26+202.90K0.15%
Galvin, Gaustad & Stein, LLC145.02KSep 30, 26+8.90K0.11%
Merited Wealth, LLC87.60KSep 30, 26+8.76K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC74.26KSep 30, 26-2.11K0.06%
SACKS & ASSOCIATES, LLC72.97KSep 30, 26+4800.05%
Cooper Financial Group67.58KSep 30, 26-4.28K0.05%
Apella Capital, LLC65.75KSep 30, 26+620.05%
Kaizen Financial Strategies62.80KSep 30, 26-19.08K0.05%
JUNCTURE WEALTH STRATEGIES, LLC40.94KSep 30, 26+9360.03%
MASSMUTUAL TRUST CO FSB/ADV24.51KSep 30, 26-7.91K0.02%
Farther Finance Advisors, LLC21.42KSep 30, 26-1.92K0.02%
VisionPoint Advisory Group, LLC18.11KSep 30, 26-1.05K0.01%
HARBOR INVESTMENT ADVISORY, LLC15.91KSep 30, 26--0.01%
Fermata Advisors, LLC15.36KSep 30, 26+15.36K0.01%
Emergent Wealth Advisors, LLC8.83KSep 30, 26+480.01%
Windsor Capital Management, LLC5.28KSep 30, 26+1.49K0.00%
Signal Advisors Wealth, LLC4.53KSep 30, 26-2.74K0.00%
Elm3 Financial Group, LLC3.84KSep 30, 26-2250.00%
Shira Ridge Wealth Management3.11KSep 30, 26-8310.00%
GoalVest Advisory LLC865Sep 30, 26+430.00%
Miller Global Investments, LLC505Sep 30, 26--0.00%
GAMMA Investing LLC27Sep 30, 26+270.00%
Cape Investment Advisory, Inc.11Sep 30, 26--0.00%
JPMORGAN CHASE & CO56.63MJun 30, 26-296.97K42.48%
LPL Financial LLC6.67MJun 30, 26+228.46K5.00%
FMR LLC3.73MJun 30, 26+196.91K2.79%
ENVESTNET ASSET MANAGEMENT INC3.21MJun 30, 26+108.16K2.41%
MML INVESTORS SERVICES, LLC2.00MJun 30, 26+271.54K1.50%
COMMONWEALTH EQUITY SERVICES, LLC1.89MJun 30, 26+103.24K1.42%
RAYMOND JAMES FINANCIAL INC1.85MJun 30, 26+233.77K1.39%
FACTORY MUTUAL INSURANCE CO1.67MJun 30, 26--1.25%
Dynasty Wealth Management, LLC1.61MJun 30, 26+150.58K1.21%
Janney Montgomery Scott LLC1.57MJun 30, 26+90.97K1.18%
Lido Advisors, LLC1.55MJun 30, 26+1.48M1.16%
ASSETMARK, INC1.39MJun 30, 26-86.90K1.05%
Cetera Investment Advisers1.32MJun 30, 26+41.39K0.99%
Bogart Wealth, LLC1.25MJun 30, 26+29.30K0.94%
Vestmark Advisory Solutions, Inc.1.22MJun 30, 26-1200.91%
SAGESPRING WEALTH PARTNERS, LLC1.21MJun 30, 26+96.75K0.90%
Invesco Ltd.918.00KJun 30, 26--0.69%
Conservest Capital Advisors, Inc.915.68KJun 30, 26-1.14K0.69%
Hughes Financial Services, LLC907.37KJun 30, 26+53.03K0.68%
ADVISOR GROUP HOLDINGS, INC.860.00KJun 30, 26+168.33K0.65%
GREAT VALLEY ADVISOR GROUP, INC.842.94KJun 30, 26+29.85K0.63%
Richard P Slaughter Associates Inc791.69KJun 30, 26+18.89K0.59%
New England Professional Planning Group Inc.761.91KJun 30, 26-15.81K0.57%
Private Advisor Group, LLC748.70KJun 30, 26-201.61K0.56%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC745.28KJun 30, 26+31.31K0.56%
JONES FINANCIAL COMPANIES LLLP725.72KJun 30, 26+106.40K0.54%
Pure Financial Advisors, LLC644.75KJun 30, 26-9.29K0.48%
AMERIPRISE FINANCIAL INC603.86KJun 30, 26+31.62K0.45%
DAYMARK WEALTH PARTNERS, LLC592.25KJun 30, 26+101.80K0.44%
Cambridge Investment Research Advisors, Inc.522.49KJun 30, 26+22.69K0.39%
CUTLER INVESTMENT COUNSEL LLC480.39KJun 30, 26+12.97K0.36%
LEVEL FOUR ADVISORY SERVICES, LLC467.61KJun 30, 26+5.89K0.35%
Modern Wealth Management, LLC463.66KJun 30, 26-4.93K0.35%
KELLY FINANCIAL GROUP LLC459.05KJun 30, 26-37.44K0.34%
WealthPlan Investment Management, LLC436.46KJun 30, 26+72.12K0.33%
OLD MISSION CAPITAL LLC426.40KJun 30, 26+426.40K0.32%
Pallas Capital Advisors LLC421.02KJun 30, 26+27.75K0.32%
HighPoint Advisor Group LLC406.84KJun 30, 26-148.72K0.31%
Francis Financial, Inc.396.16KJun 30, 26+5.38K0.30%
EdgeRock Capital LLC378.71KJun 30, 26+16.23K0.28%
Madison Asset Management, LLC371.19KJun 30, 26+35.93K0.28%
GRIMES & COMPANY, INC.365.23KJun 30, 26+57.13K0.27%
National Philanthropic Trust352.13KJun 30, 26-58.68K0.26%
SAX WEALTH ADVISORS, LLC351.68KJun 30, 26+28.27K0.26%
Kendall Capital Management349.77KJun 30, 26+15.03K0.26%
ROYAL BANK OF CANADA348.09KJun 30, 26+51.35K0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO333.89KJun 30, 26+41.00K0.25%
THRIVENT FINANCIAL FOR LUTHERANS327.27KJun 30, 26+24.00K0.25%
Elk River Wealth Management, LLC322.33KJun 30, 26-49.39K0.24%
Southern Farm Bureau Life Insurance322.18KJun 30, 26--0.24%
SNS Financial Group, LLC309.34KJun 30, 26+309.34K0.23%
Choice Wealth Advisors, LLC305.65KJun 30, 26+2.88K0.23%
Integrated Wealth Concepts LLC295.49KJun 30, 26-37.33K0.22%
Rockefeller Capital Management L.P.294.90KJun 30, 26-7970.22%
Tradition Wealth Management, LLC290.50KJun 30, 26+13.50K0.22%
UBS ASSET MANAGEMENT AMERICAS INC287.04KJun 30, 26--0.22%
MORGAN STANLEY277.20KJun 30, 26-30.20K0.21%
Badgley Phelps Wealth Managers, LLC261.83KJun 30, 26+4.75K0.20%
EP Wealth Advisors, LLC255.79KJun 30, 26-4.60K0.19%
Family Investment Center, Inc.250.07KJun 30, 26-24.41K0.19%
WELLS FARGO & COMPANY/MN243.82KJun 30, 26+7.46K0.18%
MLG Wealth Management DBA Pine Grove Financial Group241.19KJun 30, 26+23.25K0.18%
Mascoma Wealth Management LLC226.55KJun 30, 26+12.57K0.17%
Navigation Group, LLC222.98KJun 30, 26+2.59K0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP204.72KJun 30, 26+195.34K0.15%
CITADEL ADVISORS LLC204.58KJun 30, 26-134.40K0.15%
Equitable Holdings, Inc.191.39KJun 30, 26+7950.14%
UNIQUE WEALTH, LLC188.63KJun 30, 26+45.75K0.14%
Bryant Woods Investment Advisors, LLC164.13KJun 30, 26+13.30K0.12%
PARK AVENUE SECURITIES LLC160.54KJun 30, 26-13.94K0.12%
SMITHBRIDGE ASSET MANAGEMENT INC/DE156.15KJun 30, 26+9.34K0.12%
BANK OF AMERICA CORP /DE/151.73KJun 30, 26-16.88K0.11%
ForthRight Wealth Management, LLC139.69KJun 30, 26+18.08K0.10%
GREENWOOD CAPITAL ASSOCIATES LLC139.05KJun 30, 26+8.63K0.10%
FULTON BANK, N.A.137.76KJun 30, 26+54.27K0.10%
Sanctuary Advisors, LLC135.56KJun 30, 26+116.98K0.10%
Providence Financial Advisors, LLC131.79KJun 30, 26+11.63K0.10%
Perigon Wealth Management, LLC130.07KJun 30, 26+9.05K0.10%
SIMA Wealth Partners, LLC127.76KJun 30, 26-2.30K0.10%
MN Wealth Advisors, LLC123.01KJun 30, 26+10.57K0.09%
Evergreen Wealth Solutions, LLC116.54KJun 30, 26+116.54K0.09%
First National Bank of Mount Dora, Trust Investment Services116.07KJun 30, 26+5.37K0.09%
Wagner Wealth Management, LLC114.17KJun 30, 26+1.65K0.09%
ARQ WEALTH ADVISORS, LLC107.58KJun 30, 26+43.02K0.08%
Base Wealth Management LLC101.50KJun 30, 26+4.72K0.08%
Etesian Wealth Advisors, Inc.100.51KJun 30, 26+5410.08%
STIFEL FINANCIAL CORP94.22KJun 30, 26+9.70K0.07%
Investors Portfolio Services LLC92.65KJun 30, 26+13.93K0.07%
Centerline Wealth Advisors, LLC90.67KJun 30, 26+1.91K0.07%
AXXCESS WEALTH MANAGEMENT, LLC83.41KJun 30, 26+12.46K0.06%
GOLDMAN SACHS GROUP INC83.27KJun 30, 26+83.27K0.06%
MAGNOLIA CAPITAL ADVISORS LLC79.23KJun 30, 26+6.95K0.06%
Merited Wealth, LLC78.84KJun 30, 26+42.13K0.06%
OpenArc Corporate Advisory, LLC76.80KJun 30, 26+18.32K0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC76.37KJun 30, 26-3.99K0.06%
Ascent Group, LLC75.73KJun 30, 26-3.76K0.06%
BELLEVUE ASSET MANAGEMENT, LLC66.63KJun 30, 26-1000.05%
WealthPLAN Partners, LLC61.86KJun 30, 26+30.60K0.05%
Hopwood Nicholas Hunter61.20KJun 30, 26+3.24K0.05%
SCOTIA CAPITAL INC.58.93KJun 30, 26+1.58K0.04%
IHT Wealth Management, LLC58.05KJun 30, 26-7980.04%
SRS Capital Advisors, Inc.57.38KJun 30, 26+57.38K0.04%
Aprio Wealth Management, LLC54.39KJun 30, 26+46.47K0.04%
NewEdge Advisors, LLC53.71KJun 30, 26-8.43K0.04%
Storen Legacy Partners, LLC53.51KJun 30, 26+1.82K0.04%
MCDONALD PARTNERS LLC52.88KJun 30, 26+28.05K0.04%
Kingsview Wealth Management, LLC52.06KJun 30, 26+9.99K0.04%
Legacy Edge Advisors, LLC50.33KJun 30, 26+4.42K0.04%
Ignite Planners, LLC48.29KJun 30, 26+2.39K0.04%
NATIXIS ADVISORS, L.P.48.15KJun 30, 26+8.50K0.04%
CreativeOne Wealth, LLC47.08KJun 30, 26+2.73K0.04%
Golden State Wealth Management, LLC44.24KJun 30, 26+25.09K0.03%
NewEdge Wealth, LLC43.29KJun 30, 26-3.87K0.03%
SILVER OAK SECURITIES, INCORPORATED40.22KJun 30, 26-6.97K0.03%
Global Retirement Partners, LLC39.44KJun 30, 26+39.44K0.03%
WBH ADVISORY INC37.87KJun 30, 26+2.90K0.03%
Western Wealth Management, LLC37.39KJun 30, 26+4.36K0.03%
HBW Advisory Services LLC36.50KJun 30, 26-13.42K0.03%
5T Wealth, LLC36.06KJun 30, 26+5890.03%
1015 Capital Partners, LLC35.92KJun 30, 26+8.66K0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC35.80KJun 30, 26-2990.03%
Purus Wealth Management, LLC34.90KJun 30, 26+1.10K0.03%
Mutual Advisors, LLC34.86KJun 30, 26+7070.03%
Red Mountain Financial, LLC33.94KJun 30, 26+2.73K0.03%
Sharkey, Howes & Javer33.34KJun 30, 26+1.95K0.03%
TRUIST FINANCIAL CORP33.26KJun 30, 26+1.72K0.02%
Kestra Advisory Services, LLC33.00KJun 30, 26+3.95K0.02%
MGO ONE SEVEN LLC32.69KJun 30, 26+2.16K0.02%
TBH Global Asset Management, LLC32.61KJun 30, 26-700.02%
TWIN PEAKS WEALTH ADVISORS, LLC30.52KJun 30, 26-4690.02%
HB Wealth Management, LLC30.40KJun 30, 26-460.02%
VESTOR CAPITAL, LLC30.35KJun 30, 26-296.18K0.02%
IFP Advisors, Inc29.88KJun 30, 26+8.00K0.02%
Peck Wealth Management, LLC28.89KJun 30, 26-1000.02%
VALICENTI ADVISORY SERVICES INC28.88KJun 30, 26+1.04K0.02%
Independence Asset Advisors, LLC28.18KJun 30, 26+5000.02%
Garden State Investment Advisory Services LLC27.56KJun 30, 26-46.61K0.02%
PCG Wealth Advisors, LLC27.25KJun 30, 26-3.84K0.02%
PNC FINANCIAL SERVICES GROUP, INC.26.95KJun 30, 26+2.97K0.02%
Parcion Private Wealth LLC26.47KJun 30, 26--0.02%
Wayfinding Financial, LLC26.19KJun 30, 26+5930.02%
STEVENS CAPITAL PARTNERS26.01KJun 30, 26+11.89K0.02%
Belpointe Asset Management LLC25.57KJun 30, 26-4360.02%
Elevation Wealth Management LLC25.07KJun 30, 26+8180.02%
Vise Technologies, Inc.24.32KJun 30, 26+1.96K0.02%
HighTower Advisors, LLC24.12KJun 30, 26+8290.02%
Cyndeo Wealth Partners, LLC23.78KJun 30, 26+1.27K0.02%
Quantum Financial Planning Services, Inc.23.28KJun 30, 26+11.34K0.02%
LANE BROTHERS & CO INC23.26KJun 30, 26+8850.02%
Dakota Wealth Management23.12KJun 30, 26-6680.02%
Cedar Mountain Advisors, LLC23.07KJun 30, 26+18.91K0.02%
Atria Investments, Inc22.95KJun 30, 26+2.24K0.02%
LAKE STREET FINANCIAL LLC22.79KJun 30, 26+1790.02%
Pensionmark Financial Group, LLC22.70KJun 30, 26+2080.02%
Gateway Wealth Partners, LLC22.41KJun 30, 26-13.75K0.02%
Sound View Wealth Advisors Group, LLC21.65KJun 30, 26+8290.02%
DAVENPORT & Co LLC21.36KJun 30, 26+12.01K0.02%
First Bank & Trust21.13KJun 30, 26+3.66K0.02%
LOCKERMAN FINANCIAL GROUP, INC.20.96KJun 30, 26-7600.02%
DEARBORN PARTNERS LLC20.25KJun 30, 26+6.33K0.02%
MERCER GLOBAL ADVISORS INC /ADV20.01KJun 30, 26-9.52K0.02%
Saxony Capital Management, LLC19.38KJun 30, 26+5.93K0.01%
Intrepid Financial Planning Group LLC19.14KJun 30, 26-5720.01%
Clear Creek Financial Management, LLC19.12KJun 30, 26+16.41K0.01%
PLANNING DIRECTIONS INC19.12KJun 30, 26-5710.01%
Geneos Wealth Management Inc.19.08KJun 30, 26-2400.01%
WEST MICHIGAN ADVISORS, LLC18.61KJun 30, 26+1.36K0.01%
Essex Financial Services, Inc.18.52KJun 30, 26+8.79K0.01%
CAPTRUST FINANCIAL ADVISORS18.46KJun 30, 26+1.24K0.01%
3Chopt Investment Partners, LLC18.02KJun 30, 26-3340.01%
CREATIVE FINANCIAL DESIGNS INC /ADV17.30KJun 30, 26-1020.01%
Ruggaard & Associates LLC16.63KJun 30, 26+2.02K0.01%
MISSION WEALTH MANAGEMENT, LP15.53KJun 30, 26+12.73K0.01%
D.A. DAVIDSON & CO.14.88KJun 30, 26--0.01%
StoneX Group Inc.14.79KJun 30, 26-6.83K0.01%
Advisory Services Network, LLC14.40KJun 30, 26+2.29K0.01%
Colony Group, LLC14.01KJun 30, 26+3.35K0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC13.71KJun 30, 26+2.94K0.01%
AdvisorNet Financial, Inc13.65KJun 30, 26+1.92K0.01%
Integras Partners LLC12.79KJun 30, 26+6780.01%
McLaughlin Asset Management, Inc.12.78KJun 30, 26+1320.01%
Steward Partners Investment Advisory, LLC12.39KJun 30, 26+3100.01%
Navis Wealth Advisors, LLC12.25KJun 30, 26--0.01%
Envestnet Portfolio Solutions, Inc.12.14KJun 30, 26+4.34K0.01%
Arete Wealth Advisors, LLC11.95KJun 30, 26+1.94K0.01%
LRI Investments, LLC11.15KJun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.11.14KJun 30, 26+2.80K0.01%
FIRETHORN WEALTH PARTNERS, LLC11.11KJun 30, 26-6490.01%
Boyer Financial Services, Inc.10.92KJun 30, 26-16.56K0.01%
Cornerstone Wealth Management, LLC10.69KJun 30, 26-3100.01%
Sanchez Gaunt Capital Management, LLC10.13KJun 30, 26+440.01%
GeoWealth Management, LLC10.02KJun 30, 26+1.05K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9.95KJun 30, 26+1020.01%
J.W. COLE ADVISORS, INC.9.87KJun 30, 26-2440.01%
MAI Capital Management9.14KJun 30, 26+1700.01%
Atomi Financial Group, Inc.9.07KJun 30, 26+3240.01%
PRIVATE TRUST CO NA8.85KJun 30, 26-3120.01%
Integrated Capital Management, LLC8.79KJun 30, 26-2.80K0.01%
Eaton Financial Holdings Company, LLC8.72KJun 30, 26+2.75K0.01%
Atlas Wealth LLC8.52KJun 30, 26-1680.01%
Gallagher Fiduciary Advisors, LLC8.24KJun 30, 26+7090.01%
Carnegie Capital Asset Management, LLC8.00KJun 30, 26+8.00K0.01%
Foundations Investment Advisors, LLC7.94KJun 30, 26-6.11K0.01%
CARY STREET PARTNERS FINANCIAL LLC7.70KJun 30, 26-1120.01%
WILEY BROS.-AINTREE CAPITAL, LLC7.61KJun 30, 26+2600.01%
GENTRY PRIVATE WEALTH, LLC7.42KJun 30, 26+2310.01%
Marshall Financial Group LLC7.42KJun 30, 26-2.35K0.01%
Fairvoy Private Wealth, LLC7.38KJun 30, 26+7670.01%
Plan Group Financial, LLC7.27KJun 30, 26-390.01%
Signal Advisors Wealth, LLC7.27KJun 30, 26-17.74K0.01%
Bank of New York Mellon Corp7.13KJun 30, 26+1.84K0.01%
Cardinal Point Capital Management, ULC7.13KJun 30, 26--0.01%
UBS Group AG6.96KJun 30, 26+4.73K0.01%
TIEMANN INVESTMENT ADVISORS, LLC6.89KJun 30, 26--0.01%
Pathstone Holdings, LLC6.86KJun 30, 26+6.86K0.01%
Creative Planning6.78KJun 30, 26+1.20K0.01%
Berger Financial Group, Inc6.68KJun 30, 26--0.01%
Aegis Wealth Management, Inc.6.53KJun 30, 26+1.60K0.00%
Mayfair Advisory Group, LLC6.52KJun 30, 26-5600.00%
TFB Advisors LLC6.34KJun 30, 26-1150.00%
Sovran Advisors, LLC6.17KJun 30, 26-1630.00%
KENNEDY INVESTMENT GROUP6.06KJun 30, 26+2.15K0.00%
Phoenix Wealth Advisors6.00KJun 30, 26--0.00%
Nuveen, LLC5.99KJun 30, 26+5.99K0.00%
Meridian Wealth Management, LLC5.82KJun 30, 26-5690.00%
Bank of Marin5.72KJun 30, 26-2.42K0.00%
Concurrent Investment Advisors, LLC5.71KJun 30, 26-180.00%
Aspire Capital Advisors LLC5.65KJun 30, 26-32.14K0.00%
Walkner Condon Financial Advisors LLC5.50KJun 30, 26+1000.00%
TUDOR INVESTMENT CORP ET AL5.17KJun 30, 26+5.17K0.00%
PUREfi Wealth, LLC5.14KJun 30, 26+1.13K0.00%
Cerity Partners LLC5.10KJun 30, 26-500.00%
Resources Investment Advisors, LLC.5.06KJun 30, 26-3480.00%
IFG Advisory, LLC5.03KJun 30, 26+5.03K0.00%
Semus Wealth Partners LLC4.92KJun 30, 26+280.00%
BESSEMER GROUP INC4.90KJun 30, 26--0.00%
KING LUTHER CAPITAL MANAGEMENT CORP4.79KJun 30, 26--0.00%
Gladstone Institutional Advisory LLC4.78KJun 30, 26+6080.00%
Financial Network Wealth Management LLC4.73KJun 30, 26+1580.00%
STEPHENS INC /AR/4.70KJun 30, 26-90.00%
Quantinno Capital Management LP4.69KJun 30, 26+4.69K0.00%
CPWA, LLC4.65KJun 30, 26+1190.00%
Brinker Capital Investments, LLC4.62KJun 30, 26+1.22K0.00%
Patten Group, Inc.4.48KJun 30, 26-5610.00%
Goelzer Investment Management, Inc.4.34KJun 30, 26--0.00%
Fortress Wealth Group, LLC4.30KJun 30, 26-360.00%
Merit Financial Group, LLC3.93KJun 30, 26-130.00%
Windsor Capital Management, LLC3.79KJun 30, 26+3.79K0.00%
Buckingham Strategic Partners3.79KJun 30, 26+3000.00%
Sterling Investment Counsel, LLC3.74KJun 30, 26-230.00%
Ausdal Financial Partners, Inc.3.65KJun 30, 26+690.00%
THOMPSON SIEGEL & WALMSLEY LLC3.41KJun 30, 26+3.41K0.00%
GTS SECURITIES LLC3.38KJun 30, 26+30.00%
Financial Partners Group, Inc3.35KJun 30, 26+3.35K0.00%
Quotient Wealth Partners, LLC3.34KJun 30, 26+660.00%
Lakeridge Wealth Management LLC3.33KJun 30, 26--0.00%
Tripletail Wealth Management, LLC3.30KJun 30, 26-1300.00%
Miracle Mile Advisors, LLC3.29KJun 30, 26-1140.00%
Ascension Capital Advisors, Inc.3.29KJun 30, 26-5850.00%
Whipplewood Advisors, LLC3.24KJun 30, 26-210.00%
Greenspring Advisors, LLC3.19KJun 30, 26--0.00%
Beacon Pointe Advisors, LLC3.14KJun 30, 26+3570.00%
SUMMIT WEALTH GROUP LLC / CO3.12KJun 30, 26+50.00%
BAM Wealth Management, LLC3.01KJun 30, 26-770.00%
Sequent Planning LLC2.99KJun 30, 26+2430.00%
XY Planning Network, Inc.2.97KJun 30, 26+2.97K0.00%
United Advisor Group, LLC2.96KJun 30, 26-5670.00%
Allen Capital Group, LLC2.94KJun 30, 26--0.00%
Quadrant Private Wealth Management, LLC2.92KJun 30, 26--0.00%
Csenge Advisory Group2.87KJun 30, 26-740.00%
Mariner, LLC2.85KJun 30, 26-6.73K0.00%
GENESIS PRIVATE WEALTH, LLC2.81KJun 30, 26+2.81K0.00%
US BANCORP \DE\2.78KJun 30, 26--0.00%
JM2 Capital Inc.2.64KJun 30, 26+2.64K0.00%
VestGen Advisors, LLC2.61KJun 30, 26+2.61K0.00%
Millington Financial Advisors, LLC2.58KJun 30, 26--0.00%
Capital Analysts, LLC2.58KJun 30, 26+1.26K0.00%
XTX Topco Ltd2.49KJun 30, 26+2.49K0.00%
QUANTIFY CHAOS ADVISORS, LLC2.48KJun 30, 26+2.48K0.00%
WOODMONT INVESTMENT COUNSEL LLC2.47KJun 30, 26+2.47K0.00%
Capital Investment Advisory Services, LLC2.25KJun 30, 26-1410.00%
FIFTH THIRD BANCORP2.11KJun 30, 26+2920.00%
AE Wealth Management LLC1.95KJun 30, 26+1.67K0.00%
FRANKLIN RESOURCES INC1.94KJun 30, 26+500.00%
Silver Grove Financial Group, Inc.1.43KJun 30, 26+1.43K0.00%
OAK HARBOR WEALTH PARTNERS, LLC1.21KJun 30, 26+2040.00%
Aptus Capital Advisors, LLC1.20KJun 30, 26+2900.00%
AMERIFLEX GROUP, INC.1.07KJun 30, 26--0.00%
Institute for Wealth Management, LLC.1.05KJun 30, 26+1.05K0.00%
EXCEL SECURITIES & ASSOCIATES, INC.995Jun 30, 26--0.00%
StrongBox Wealth, LLC931Jun 30, 26+9310.00%
Transamerica Financial Advisors, Inc.887Jun 30, 26-60.00%
Paladin Advisory Group, LLC805Jun 30, 26--0.00%
Banco de Sabadell, S.A659Jun 30, 26--0.00%
Orion Capital Management LLC654Jun 30, 26+6540.00%
Sunrise Financial Services, LLC650Jun 30, 26-4940.00%
Dunhill Financial, LLC629Jun 30, 26+2270.00%
WHITTIER TRUST CO OF NEVADA INC614Jun 30, 26-1840.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC576Jun 30, 26--0.00%
Cornerstone Planning Group LLC492Jun 30, 26+140.00%
N.E.W. Advisory Services LLC451Jun 30, 26--0.00%
Vision Retirement, LLC449Jun 30, 26-1340.00%
MATHER GROUP, LLC.422Jun 30, 26+3920.00%
Spire Wealth Management396Jun 30, 26-30.00%
HUNTINGTON NATIONAL BANK363Jun 30, 26--0.00%
Rossby Financial, LCC309Jun 30, 26+120.00%
Allworth Financial LP302Jun 30, 26-480.00%
Vanguard National Trust Co254Jun 30, 26+2540.00%
Register Financial Advisors LLC247Jun 30, 26--0.00%
BANK OF MONTREAL /CAN/243Jun 30, 26-1050.00%
Asset Dedication, LLC223Jun 30, 26--0.00%
Millstone Evans Group, LLC201Jun 30, 26--0.00%
Signature Equity Partners, LLC192Jun 30, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.180Jun 30, 26+1800.00%
RICHARDSON FINANCIAL SERVICES INC.145Jun 30, 26-50.00%
VANGUARD ADVISERS INC143Jun 30, 26-250.00%
LGT Financial Advisors LLC122Jun 30, 26--0.00%
Key Capital Management, INC119Jun 30, 26--0.00%
Continuum Advisory, LLC93Jun 30, 26+930.00%
COMPASS FINANCIAL MANAGEMENT LLC75Jun 30, 26+750.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.68Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS62Jun 30, 26+620.00%
CULLEN/FROST BANKERS, INC.58Jun 30, 26+580.00%
CITIGROUP INC58Jun 30, 26+110.00%
Strategic Wealth Partners, Ltd.57Jun 30, 26--0.00%
Parallel Advisors, LLC55Jun 30, 26-2590.00%
Abound Wealth Management47Jun 30, 26-1990.00%
FINANCIAL CONSULATE, INC45Jun 30, 26--0.00%
REAP Financial Group, LLC32Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.27Jun 30, 26--0.00%
Bell Investment Advisors, Inc26Jun 30, 26--0.00%
SHP Wealth Management21Jun 30, 26--0.00%
Smartleaf Asset Management LLC14Jun 30, 26--0.00%
Cape Investment Advisory, Inc.11Jun 30, 26+110.00%
Park Square Financial Group, LLC2Jun 30, 26-70.00%
TRUST CO OF VERMONT2Jun 30, 26+20.00%
BlackRock, Inc.1Jun 30, 26--0.00%
Kestra Investment Management, LLC--Jun 30, 26-3.62K--
SAWGRASS ASSET MANAGEMENT LLC--Jun 30, 26-3.76K--
Johnson Financial Group, Inc.--Jun 30, 26-26--
Independent Advisor Alliance--Jun 30, 26-17.02K--
Arkadios Wealth Advisors--Jun 30, 26-111.08K--
Russell Investments Group, Ltd.--Jun 30, 26-134--
Golden State Equity Partners--Jun 30, 26-29.40K--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors--Jun 30, 26-16.59K--
TritonPoint Partners, LLC--Jun 30, 26-4.69K--
NATIONAL BANK OF CANADA /FI/--Jun 30, 26-130.60K--
EVERMAY WEALTH MANAGEMENT LLC--Jun 30, 26-205--
Ameritas Advisory Services, LLC--Jun 30, 26-10.16K--
CAPITOLIS LIQUID GLOBAL MARKETS LLC--Jun 30, 26-128.70K--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-2.94K--
Root Financial Partners, LLC--Jun 30, 26-1.40K--
JANE STREET GROUP, LLC--Jun 30, 26-1.05M--
BridgePort Financial Solutions, LLC--Jun 30, 26-77.50K--
CWM, LLC1.91MMar 31, 26+206.59K1.43%
Capital Planning Advisors, LLC325.35KMar 31, 26+7.00K0.24%
Leo Wealth, LLC263.35KMar 31, 26-50.41K0.20%
Financial Connections Group, Inc.74.03KMar 31, 26-3.32K0.06%
U.S. Capital Wealth Advisors, LLC62.19KMar 31, 26+4.91K0.05%
Signature Wealth Management Group4.87KMar 31, 26-3860.00%
Mill Creek Capital Advisors, LLC4.66KMar 31, 26--0.00%
Anfield Capital Management, LLC198Mar 31, 26--0.00%
Northwest Capital Management Inc9.29KDec 31, 25+9610.01%
COMERICA BANK1.31KDec 31, 25+40.00%
CIBC Private Wealth Group, LLC71Dec 31, 25+450.00%
Motiv8 Investments LLC35Dec 31, 25+350.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-8--
Lokken Investment Group LLC35.67KSep 30, 25+9000.03%
Lowe Wealth Advisors, LLC6.13KSep 30, 25+2.90K0.00%
AVANTAX ADVISORY SERVICES, INC.139.40KJun 30, 25+130.66K0.10%
First Horizon Advisors, Inc.137.42KJun 30, 25-6.78K0.10%
Blue Oak Capital, LLC26.12KJun 30, 25+9.65K0.02%
Atria Wealth Solutions, Inc.2.87KJun 30, 25-5.42K0.00%
Buffington Mohr McNeal253.13KMar 31, 25-21.97K0.19%
Orion Portfolio Solutions, LLC3.44KMar 31, 25+3.44K0.00%
WR Wealth Planners, LLC23Dec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.222.59KSep 30, 24+54.34K0.17%
RAYMOND JAMES & ASSOCIATES33.35KSep 30, 24+26.90K0.03%
RAYMOND JAMES TRUST N.A.17.03KSep 30, 24+17.03K0.01%
Family Asset Management, LLC436Sep 30, 24+240.00%
Vantage Financial Partners Ltd., Inc.230.65KJun 30, 24+230.65K0.17%
Relative Value Partners Group, LLC8.12KJun 30, 24+8.12K0.01%
ICA Group Wealth Management, LLC1.61KJun 30, 24-4130.00%
Cetera Advisor Networks LLC204.16KMar 31, 24+41.14K0.15%
Cetera Advisors LLC78.63KMar 31, 24+60.67K0.06%
LEO BROKERAGE, LLC10.76KJun 30, 23+10.76K0.01%
Quantitative Advantage, LLC18.08KMar 31, 23+18.08K0.01%
Ahrens Investment Partners LLC136Mar 31, 23+1360.00%
American Portfolios Advisors85Sep 30, 22--0.00%

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.