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Institutional Ownership

Top 130 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC800Sep 30, 26--0.00%
MORGAN STANLEY3.00MJun 30, 26+251.32K7.31%
Penserra Capital Management LLC1.16MJun 30, 26+44.34K2.83%
GUGGENHEIM CAPITAL LLC851.50KJun 30, 26+57.94K2.08%
UBS Group AG646.65KJun 30, 26-13.81K1.58%
WELLS FARGO & COMPANY/MN548.46KJun 30, 26-34.69K1.34%
Janney Montgomery Scott LLC536.53KJun 30, 26+66.76K1.31%
BANK OF AMERICA CORP /DE/348.01KJun 30, 26+6.09K0.85%
LPL Financial LLC217.25KJun 30, 26+4.30K0.53%
Kovack Advisors, Inc.216.68KJun 30, 26+81.65K0.53%
Rareview Capital LLC198.86KJun 30, 26+18.25K0.49%
Shaker Financial Services, LLC175.57KJun 30, 26-140.06K0.43%
Karpus Management, Inc.162.93KJun 30, 26-5.76K0.40%
Significant Wealth Partners LLC143.56KJun 30, 26+2.41K0.35%
Capital Investment Advisors, LLC135.97KJun 30, 26-4.35K0.33%
Invesco Ltd.125.90KJun 30, 26-27.22K0.31%
RAYMOND JAMES FINANCIAL INC114.45KJun 30, 26-2.24K0.28%
Cambridge Investment Research Advisors, Inc.114.39KJun 30, 26+3.19K0.28%
J.W. COLE ADVISORS, INC.101.74KJun 30, 26+101.74K0.25%
Cetera Investment Advisers100.81KJun 30, 26+4.41K0.25%
Joseph P. Lucia & Associates, LLC100.02KJun 30, 26+9880.24%
COHEN & STEERS, INC.87.78KJun 30, 26--0.21%
SIT INVESTMENT ASSOCIATES INC80.30KJun 30, 26--0.20%
Baird Financial Group, Inc.79.15KJun 30, 26-3.99K0.19%
ROYAL BANK OF CANADA76.29KJun 30, 26-6570.19%
Advisors Asset Management, Inc.73.78KJun 30, 26+73.78K0.18%
WEDBUSH SECURITIES INC61.57KJun 30, 26+18.47K0.15%
Rockefeller Capital Management L.P.57.91KJun 30, 26-8.00K0.14%
ROBINSON CAPITAL MANAGEMENT, LLC52.15KJun 30, 26--0.13%
Bramshill Investments, LLC47.66KJun 30, 26+5220.12%
NewEdge Advisors, LLC47.37KJun 30, 26-1.10K0.12%
ENVESTNET ASSET MANAGEMENT INC45.52KJun 30, 26-5.70K0.11%
PFG Investments, LLC43.47KJun 30, 26-7950.11%
Carnegie Lake Advisors LLC42.87KJun 30, 26-2500.10%
Aviance Capital Partners, LLC41.05KJun 30, 26+1.06K0.10%
SRS Capital Advisors, Inc.40.33KJun 30, 26+35.33K0.10%
FIFTH THIRD BANCORP39.90KJun 30, 26+1080.10%
Virtus Investment Advisers, Inc.38.34KJun 30, 26-10.23K0.09%
STEPHENS INC /AR/36.72KJun 30, 26+280.09%
Uncommon Cents Investing LLC32.78KJun 30, 26-3000.08%
ADVISOR GROUP HOLDINGS, INC.30.37KJun 30, 26+4.40K0.07%
Total Wealth Planning & Management, Inc.29.24KJun 30, 26+3.58K0.07%
Equitable Holdings, Inc.28.61KJun 30, 26+7.16K0.07%
XTX Topco Ltd26.86KJun 30, 26+26.86K0.07%
Sanctuary Advisors, LLC22.81KJun 30, 26+22.81K0.06%
WealthTrust Axiom LLC20.89KJun 30, 26-1.06K0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC20.04KJun 30, 26-8130.05%
Apollon Wealth Management, LLC19.63KJun 30, 26--0.05%
STIFEL FINANCIAL CORP17.79KJun 30, 26-3100.04%
Fortitude Advisory Group L.L.C.16.07KJun 30, 26--0.04%
RIK SAYLOR FINANCIAL, INC.15.79KJun 30, 26-470.04%
SeaCrest Wealth Management, LLC15.68KJun 30, 26+3750.04%
Herold Advisors, Inc.14.44KJun 30, 26+2.42K0.04%
Hennion & Walsh Asset Management, Inc.13.99KJun 30, 26-13.85K0.03%
Graves Light Lenhart Wealth, Inc.13.73KJun 30, 26--0.03%
BlackRock, Inc.13.65KJun 30, 26-2250.03%
Concurrent Investment Advisors, LLC13.46KJun 30, 26--0.03%
Plotkin Financial Advisors, LLC12.94KJun 30, 26--0.03%
UHLMANN PRICE SECURITIES, LLC12.88KJun 30, 26+4040.03%
HighTower Advisors, LLC12.24KJun 30, 26-5000.03%
CI Private Wealth, LLC12.21KJun 30, 26-18.64K0.03%
Creative Planning11.31KJun 30, 26+11.31K0.03%
Gator Capital Management, LLC11.10KJun 30, 26--0.03%
GILL CAPITAL PARTNERS, LLC11.02KJun 30, 26-1070.03%
CoreCap Advisors, LLC10.52KJun 30, 26+10.11K0.03%
B. Riley Wealth Advisors, Inc.10.15KJun 30, 26+580.02%
BESSEMER GROUP INC6.00KJun 30, 26+6.00K0.01%
AdvisorNet Financial, Inc5.37KJun 30, 26--0.01%
US BANCORP \DE\5.08KJun 30, 26--0.01%
Global Retirement Partners, LLC3.77KJun 30, 26+3.77K0.01%
EverSource Wealth Advisors, LLC2.97KJun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.2.75KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV1.88KJun 30, 26+1.88K0.00%
BNP PARIBAS ARBITRAGE, SNC1.50KJun 30, 26-6940.00%
Pinnacle Wealth Planning Services, Inc.1.36KJun 30, 26+2780.00%
Atlantic Union Bankshares Corp1.30KJun 30, 26--0.00%
Osbon Capital Management LLC574Jun 30, 26+2660.00%
WPG Advisers, LLC541Jun 30, 26+1190.00%
Ameritas Advisory Services, LLC371Jun 30, 26+3710.00%
HIGHLINE WEALTH PARTNERS LLC250Jun 30, 26--0.00%
JPMORGAN CHASE & CO230Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC205Jun 30, 26+2050.00%
Mountain Hill Investment Partners Corp.163Jun 30, 26+50.00%
Steward Partners Investment Advisory, LLC162Jun 30, 26--0.00%
Strategic Advocates LLC135Jun 30, 26--0.00%
WHITTIER TRUST CO OF NEVADA INC114Jun 30, 26--0.00%
JFS WEALTH ADVISORS, LLC93Jun 30, 26+930.00%
TSFG, LLC67Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)41Jun 30, 26+410.00%
ASSETMARK, INC16Jun 30, 26--0.00%
CITIGROUP INC1Jun 30, 26--0.00%
JANE STREET GROUP, LLC--Jun 30, 26-11.76K--
Cresset Asset Management, LLC--Jun 30, 26-15.94K--
COOPER/HAIMS ADVISORS, LLC--Jun 30, 26-13.31K--
Allspring Global Investments Holdings, LLC--Jun 30, 26-10.16K--
OPPENHEIMER & CO INC--Jun 30, 26-10.09K--
Integrity Advisory Solutions, LLC--Jun 30, 26-10.34K--
Logan Stone Capital, LLC--Jun 30, 26-246.20K--
NOMURA HOLDINGS INC--Jun 30, 26-15.00K--
COMMONWEALTH EQUITY SERVICES, LLC--Jun 30, 26-17.63K--
WOLVERINE ASSET MANAGEMENT LLC--Jun 30, 26-75.06K--
Ronald Blue Trust, Inc.--Jun 30, 26-6.29K--
BALYASNY ASSET MANAGEMENT L.P.--Jun 30, 26-76.04K--
Anfield Capital Management, LLC7.91KMar 31, 26--0.02%
CWM, LLC680Mar 31, 26+70.00%
Sunbelt Securities, Inc.--Mar 31, 26-1.00K--
COMERICA BANK39.72KDec 31, 25+2120.10%
WETHERBY ASSET MANAGEMENT INC13.00KSep 30, 25--0.03%
Summit X, LLC42.48KJun 30, 25-15.03K0.10%
Atria Wealth Solutions, Inc.13.18KJun 30, 25-2.14K0.03%
RAYMOND JAMES & ASSOCIATES16.68KSep 30, 24+1.78K0.04%
Highlander Capital Management, LLC52.98KMar 31, 24-16.52K0.13%
Cetera Advisors LLC42.37KMar 31, 24+42.37K0.10%
Cetera Advisor Networks LLC15.85KMar 31, 24+3.44K0.04%
TIEDEMANN ADVISORS, LLC20.00KSep 30, 23--0.05%
BDO Wealth Advisors, LLC--Jun 30, 23-323--
Ahrens Investment Partners LLC1.60KMar 31, 23+1.60K0.00%
Claraphi Advisory Network, LLC--Dec 31, 22-32.17K--
NEXT Financial Group, Inc860Dec 31, 21--0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV51.50KSep 30, 21-8.50K0.13%
USCA RIA LLC10.52KJun 30, 21--0.03%
First Allied Advisory Services, Inc.12.68KSep 30, 20-2.00K0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.124.59KDec 31, 19+3.20K0.30%
Advisor Group, Inc.9.53KDec 31, 19+440.02%
NEXT Financial Holdings1.15KMar 31, 19+1.15K0.00%
Commonwealth Equity Services, Inc115.04KJun 30, 17-1570.28%
MSI Financial Services Inc1.20KDec 31, 16--0.00%
Investors Capital Advisory Services13.90KJun 30, 16+13.90K0.03%
UBS AG365.43KSep 30, 14-262.20K0.89%
STIFEL NICOLAUS & CO INC \MO\11.00KSep 30, 13+11.00K0.03%

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.