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Institutional Ownership

Top 155 Institutional Holders
HolderSharesDateChange% Held
Leverty Financial Group, LLC354.23KSep 30, 26+8.61K1.43%
First Citizens Financial Corp22.28KSep 30, 26+3.23K0.09%
GoalVest Advisory LLC2.66KSep 30, 26--0.01%
Farther Finance Advisors, LLC1.44KSep 30, 26--0.01%
CoreCap Advisors, LLC100Sep 30, 26-1660.00%
Avantax Planning Partners, Inc.1.92MJun 30, 26+136.29K7.77%
RAYMOND JAMES FINANCIAL INC1.82MJun 30, 26-102.59K7.37%
LPL Financial LLC1.43MJun 30, 26+117.03K5.79%
Cetera Investment Advisers1.34MJun 30, 26+268.65K5.43%
MML INVESTORS SERVICES, LLC617.65KJun 30, 26-55.49K2.50%
MORGAN STANLEY600.50KJun 30, 26+1552.43%
COMMONWEALTH EQUITY SERVICES, LLC563.23KJun 30, 26+6.93K2.28%
JONES FINANCIAL COMPANIES LLLP552.31KJun 30, 26+35.08K2.23%
ADVISOR GROUP HOLDINGS, INC.438.38KJun 30, 26-12.59K1.77%
Stratos Wealth Partners, LTD.360.27KJun 30, 26+10.28K1.46%
Leverty Financial Group, LLC345.62KJun 30, 26+6.41K1.40%
WELLS FARGO & COMPANY/MN298.80KJun 30, 26+50.14K1.21%
Beaumont Financial Advisors, LLC285.19KJun 30, 26-107.79K1.15%
Balance Wealth, LLC274.37KJun 30, 26+5.92K1.11%
ROYAL BANK OF CANADA236.47KJun 30, 26-23.06K0.96%
JPMORGAN CHASE & CO226.96KJun 30, 26+13.19K0.92%
MONECO Advisors, LLC190.36KJun 30, 26-28.87K0.77%
Kestra Advisory Services, LLC140.98KJun 30, 26+30.63K0.57%
COZAD ASSET MANAGEMENT INC133.51KJun 30, 26-5.71K0.54%
NOVEM GROUP128.96KJun 30, 26-33.29K0.52%
AlphaCore Capital LLC124.53KJun 30, 26-6.13K0.50%
MAGNOLIA CAPITAL ADVISORS LLC121.56KJun 30, 26+63.18K0.49%
Crestwood Advisors Group LLC119.38KJun 30, 26+20.36K0.48%
LEVEL FOUR ADVISORY SERVICES, LLC100.76KJun 30, 26+6910.41%
DAVENPORT & Co LLC98.69KJun 30, 26+9.00K0.40%
Kingsview Wealth Management, LLC91.93KJun 30, 26+14.95K0.37%
Private Advisor Group, LLC85.11KJun 30, 26+74.55K0.34%
Evergreen Wealth Partners LLC81.43KJun 30, 26+81.43K0.33%
MBL Wealth, LLC75.08KJun 30, 26+4350.30%
ENVESTNET ASSET MANAGEMENT INC71.94KJun 30, 26-50.80K0.29%
CASTLE WEALTH MANAGEMENT LLC68.72KJun 30, 26-1.18K0.28%
Investment Planning Advisors, Inc.65.99KJun 30, 26+4200.27%
Cambridge Investment Research Advisors, Inc.63.85KJun 30, 26-7.15K0.26%
CARY STREET PARTNERS FINANCIAL LLC63.78KJun 30, 26+1.82K0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO55.31KJun 30, 26-24.83K0.22%
D.A. DAVIDSON & CO.40.65KJun 30, 26-5.41K0.16%
FLAGSHIP WEALTH ADVISORS, LLC37.57KJun 30, 26+2480.15%
D L CARLSON INVESTMENT GROUP INC37.26KJun 30, 26+4520.15%
Mutual Advisors, LLC35.36KJun 30, 26-1.54K0.14%
THOROUGHBRED FINANCIAL SERVICES, LLC33.60KJun 30, 26-7.42K0.14%
Janney Montgomery Scott LLC30.80KJun 30, 26-20.75K0.12%
Herold Advisors, Inc.27.19KJun 30, 26+6.22K0.11%
Equitable Holdings, Inc.23.25KJun 30, 26-8.42K0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP21.89KJun 30, 26-7.52K0.09%
Ignite Planners, LLC21.78KJun 30, 26-3100.09%
CORA CAPITAL ADVISORS LLC21.43KJun 30, 26+4.46K0.09%
Medallion Wealth Advisors, LLC20.70KJun 30, 26+9.76K0.08%
FIFTH THIRD SECURITIES, INC.19.30KJun 30, 26-16.97K0.08%
STIFEL FINANCIAL CORP18.50KJun 30, 26-18.41K0.07%
Mayflower Financial Advisors, LLC17.55KJun 30, 26-6350.07%
BESSEMER GROUP INC17.27KJun 30, 26+17.27K0.07%
SFG Wealth Management, LLC.15.87KJun 30, 26--0.06%
Southland Equity Partners LLC15.42KJun 30, 26+4450.06%
Capital Advisors, Ltd. LLC15.09KJun 30, 26+630.06%
Morangie Management LLC14.78KJun 30, 26-2450.06%
Pensionmark Financial Group, LLC13.22KJun 30, 26--0.05%
Prosperity Financial Group, Inc.12.70KJun 30, 26+990.05%
Concurrent Investment Advisors, LLC12.45KJun 30, 26+1.17K0.05%
Capital Advisors Wealth Management, LLC12.16KJun 30, 26-2140.05%
5T Wealth, LLC12.09KJun 30, 26-7540.05%
Steward Partners Investment Advisory, LLC11.10KJun 30, 26+6220.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC10.13KJun 30, 26--0.04%
National Philanthropic Trust9.88KJun 30, 26+9.88K0.04%
SMITH SHELLNUT WILSON LLC /ADV9.45KJun 30, 26+1.73K0.04%
KING LUTHER CAPITAL MANAGEMENT CORP9.00KJun 30, 26-1.27K0.04%
Friday Financial8.32KJun 30, 26+8.32K0.03%
MERCER GLOBAL ADVISORS INC /ADV8.28KJun 30, 26+8980.03%
Buckingham Strategic Partners7.98KJun 30, 26+7.98K0.03%
Integrated Wealth Concepts LLC7.96KJun 30, 26+7460.03%
Csenge Advisory Group7.14KJun 30, 26-810.03%
Atlas Private Wealth Advisors7.10KJun 30, 26+1350.03%
Snowden Capital Advisors LLC6.78KJun 30, 26-5420.03%
Qube Research & Technologies Ltd6.70KJun 30, 26+6.58K0.03%
Modern Wealth Management, LLC6.30KJun 30, 26-1.00K0.03%
IFP Advisors, Inc6.11KJun 30, 26-43.47K0.02%
Resources Investment Advisors, LLC.5.77KJun 30, 26-2.50K0.02%
Tower Research Capital LLC (TRC)5.31KJun 30, 26+4.13K0.02%
Essex Financial Services, Inc.4.97KJun 30, 26--0.02%
FMR LLC4.60KJun 30, 26+4.17K0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC4.53KJun 30, 26-300.02%
RESOURCES MANAGEMENT CORP /CT/ /ADV4.36KJun 30, 26--0.02%
AMERIPRISE FINANCIAL INC4.26KJun 30, 26-1.56K0.02%
BROWN ADVISORY INC4.25KJun 30, 26--0.02%
Prime Capital Investment Advisors, LLC3.85KJun 30, 26-10.02%
FIFTH THIRD BANCORP3.85KJun 30, 26--0.02%
Retirement Planning Group3.57KJun 30, 26+3.57K0.01%
WNY Asset Management, LLC3.44KJun 30, 26-970.01%
Wealthcare Advisory Partners LLC3.28KJun 30, 26--0.01%
PARSONS CAPITAL MANAGEMENT INC/RI3.28KJun 30, 26-520.01%
BANK OF AMERICA CORP /DE/3.25KJun 30, 26+3.25K0.01%
D. E. Shaw & Co., Inc.3.14KJun 30, 26+3.14K0.01%
NORTHLAND SECURITIES, INC.3.05KJun 30, 26-760.01%
HBK Sorce Advisory LLC3.00KJun 30, 26+1810.01%
StoneX Group Inc.2.70KJun 30, 26+2.70K0.01%
INDEPENDENT FINANCIAL GROUP, LLC2.67KJun 30, 26-5470.01%
GENTRY PRIVATE WEALTH, LLC2.66KJun 30, 26-6410.01%
KINGSWOOD WEALTH ADVISORS, LLC2.60KJun 30, 26+2.60K0.01%
Pasadena Private Wealth, LLC2.60KJun 30, 26+2.60K0.01%
3Chopt Investment Partners, LLC1.84KJun 30, 26-470.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.80KJun 30, 26--0.01%
PRIVATE TRUST CO NA1.51KJun 30, 26--0.01%
Farther Finance Advisors, LLC1.44KJun 30, 26+6570.01%
HARBOUR INVESTMENTS, INC.1.17KJun 30, 26+3460.00%
1015 Capital Partners, LLC1.15KJun 30, 26+4000.00%
Institute for Wealth Management, LLC.865Jun 30, 26+8650.00%
Global Retirement Partners, LLC752Jun 30, 26+7520.00%
GODSEY & GIBB, INC573Jun 30, 26-2000.00%
Financial Network Wealth Advisors LLC502Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.350Jun 30, 26+3500.00%
DiNuzzo Private Wealth, Inc.278Jun 30, 26--0.00%
Coastal Investment Advisors, Inc.231Jun 30, 26+1550.00%
Regatta Research & Money Management181Jun 30, 26+1810.00%
AE Wealth Management LLC167Jun 30, 26+1000.00%
Capital Analysts, LLC117Jun 30, 26--0.00%
HAZLETT, BURT & WATSON, INC.116Jun 30, 26--0.00%
Pinnacle Bancorp, Inc.82Jun 30, 26-1880.00%
AdvisorNet Financial, Inc80Jun 30, 26--0.00%
Johnson Financial Group, Inc.56Jun 30, 26--0.00%
WHITTIER TRUST CO OF NEVADA INC2Jun 30, 26--0.00%
Mariner, LLC--Jun 30, 26-67.66K--
Russell Investments Group, Ltd.--Jun 30, 26-159--
KESTRA PRIVATE WEALTH SERVICES, LLC--Jun 30, 26-4.50K--
Strategic Wealth Advisors LLC--Jun 30, 26-1.06K--
HRT FINANCIAL LP--Jun 30, 26-37.30K--
Western Wealth Management, LLC--Jun 30, 26-858--
Advisory Alpha, LLC--Jun 30, 26-2.94K--
Advisory Services Network, LLC--Jun 30, 26-55--
Strive Financial Group ,LLC--Jun 30, 26-22--
CARY STREET PARTNERS INVESTMENT ADVISORY LLC--Jun 30, 26-18--
Independent Advisor Alliance--Jun 30, 26-4.38K--
Root Financial Partners, LLC--Jun 30, 26-863--
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC--Jun 30, 26-714--
Golden State Equity Partners--Jun 30, 26-761--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-125--
INTEGRITY WEALTH ADVISORS, INC.5.55KMar 31, 26-2.89K0.02%
CWM, LLC700Mar 31, 26--0.00%
Sunbelt Securities, Inc.95Mar 31, 26+950.00%
COMERICA BANK1.87KDec 31, 25--0.01%
SPC Financial, Inc.142.14KSep 30, 25+14.53K0.57%
Apexium Financial, LP10.13KSep 30, 25+10.13K0.04%
AVANTAX ADVISORY SERVICES, INC.236.33KJun 30, 25+11.68K0.95%
Good Life Advisors, LLC34.84KJun 30, 25-12.84K0.14%
Tyler-Stone Wealth Management33.60KJun 30, 25+3.62K0.14%
Raymond James Financial Services Advisors, Inc.547.58KSep 30, 24+14.59K2.21%
RAYMOND JAMES & ASSOCIATES201.42KSep 30, 24+38.87K0.81%
American Planning Services, Inc.180.60KSep 30, 24-5.59K0.73%
RAYMOND JAMES TRUST N.A.12.14KSep 30, 24+4.17K0.05%
ICA Group Wealth Management, LLC4.40KJun 30, 24+9460.02%
Cetera Advisor Networks LLC45.37KMar 31, 24+45.37K0.18%
Highlander Capital Management, LLC850Mar 31, 24+8500.00%

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.