KSCP

Institutional Ownership

Top 88 Institutional Holders
HolderSharesDateChange% Held
Concurrent Investment Advisors, LLC18.50KSep 30, 26--0.08%
Grove Bank & Trust2.00KSep 30, 26--0.01%
IFS Advisors, LLC600Sep 30, 26+5000.00%
MASSMUTUAL TRUST CO FSB/ADV500Sep 30, 26--0.00%
Farther Finance Advisors, LLC447Sep 30, 26--0.00%
TOTH FINANCIAL ADVISORY CORP5Sep 30, 26--0.00%
IFP Advisors, Inc4Sep 30, 26--0.00%
TD Waterhouse Canada Inc.1Sep 30, 26--0.00%
VANGUARD CAPITAL MANAGEMENT LLC542.67KJun 30, 26+40.61K2.33%
UBS Group AG171.74KJun 30, 26+60.06K0.74%
GEODE CAPITAL MANAGEMENT, LLC155.60KJun 30, 26+13.72K0.67%
VANGUARD FIDUCIARY TRUST CO95.64KJun 30, 26+29.79K0.41%
BlackRock, Inc.79.38KJun 30, 26+22.48K0.34%
AlphaCentric Advisors LLC75.00KJun 30, 26--0.32%
HRT FINANCIAL LP46.41KJun 30, 26+46.41K0.20%
STATE STREET CORP41.26KJun 30, 26--0.18%
NORTHERN TRUST CORP39.89KJun 30, 26+19.94K0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC37.10KJun 30, 26+5.82K0.16%
Waterloo Capital, L.P.27.62KJun 30, 26+1.02K0.12%
Aptus Capital Advisors, LLC26.60KJun 30, 26--0.11%
ENVESTNET ASSET MANAGEMENT INC23.99KJun 30, 26+2.46K0.10%
PRICE T ROWE ASSOCIATES INC /MD/18.90KJun 30, 26--0.08%
Concurrent Investment Advisors, LLC18.50KJun 30, 26--0.08%
Independent Advisor Alliance12.82KJun 30, 26+2.76K0.05%
LPL Financial LLC11.81KJun 30, 26-26.36K0.05%
LAZARI CAPITAL MANAGEMENT, INC.11.40KJun 30, 26+11.40K0.05%
TWO SIGMA SECURITIES, LLC10.81KJun 30, 26+10.81K0.05%
Integrated Advisors Network LLC10.37KJun 30, 26--0.04%
Vanguard Global Advisers, LLC7.34KJun 30, 26--0.03%
WELLS FARGO & COMPANY/MN6.65KJun 30, 26-10.00K0.03%
ADVISOR GROUP HOLDINGS, INC.6.07KJun 30, 26-1.63K0.03%
Tower Research Capital LLC (TRC)3.04KJun 30, 26+3.04K0.01%
IFG Advisory, LLC2.00KJun 30, 26--0.01%
MCF Advisors LLC2.00KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV1.81KJun 30, 26+1.81K0.01%
BARCLAYS PLC1.34KJun 30, 26+1.34K0.01%
Ameritas Advisory Services, LLC1.00KJun 30, 26--0.00%
Steward Partners Investment Advisory, LLC1.00KJun 30, 26--0.00%
ROYAL BANK OF CANADA983Jun 30, 26+7870.00%
Hurley Capital, LLC843Jun 30, 26--0.00%
Core Capital Management & Research, inc.793Jun 30, 26+7930.00%
Rockefeller Capital Management L.P.712Jun 30, 26+1120.00%
SBI Securities Co., Ltd.504Jun 30, 26-7330.00%
DEUTSCHE BANK AG\500Jun 30, 26+5000.00%
Vision Retirement, LLC427Jun 30, 26--0.00%
Bogart Wealth, LLC264Jun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP152Jun 30, 26+950.00%
Caitong International Asset Management Co., Ltd151Jun 30, 26-3480.00%
HighMark Wealth Management LLC139Jun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.135Jun 30, 26--0.00%
Crewe Advisors LLC100Jun 30, 26+1000.00%
Leo H. Evart, Inc.81Jun 30, 26--0.00%
Allied Private Wealth LLC55Jun 30, 26+550.00%
Allworth Financial LP40Jun 30, 26--0.00%
Cassaday & Co Wealth Management LLC32Jun 30, 26--0.00%
Ritter Daniher Financial Advisory LLC / DE30Jun 30, 26+300.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20Jun 30, 26--0.00%
SRS Capital Advisors, Inc.18Jun 30, 26+180.00%
Integrated Wealth Concepts LLC16Jun 30, 26+160.00%
EverSource Wealth Advisors, LLC10Jun 30, 26-1620.00%
CREATIVE FINANCIAL DESIGNS INC /ADV8Jun 30, 26+40.00%
TD Waterhouse Canada Inc.1Jun 30, 26+10.00%
SIGNATUREFD, LLC1Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Jun 30, 26-7.00K--
MCGUIRE CAPITAL ADVISORS INC--Jun 30, 26-1.00K--
XTX Topco Ltd--Jun 30, 26-25.46K--
Virtu Financial LLC--Jun 30, 26-16.07K--
Scientech Research LLC--Jun 30, 26-15.63K--
Buckingham Strategic Partners--Jun 30, 26-18.60K--
Fortitude Family Office, LLC--Jun 30, 26-131--
Advisory Services Network, LLC--Jun 30, 26-13--
MAI Capital Management--Jun 30, 26-490--
RHUMBLINE ADVISERS--Jun 30, 26-89--
BRAVE ASSET MANAGEMENT INC--Jun 30, 26-10.00K--
JPMORGAN CHASE & CO--Jun 30, 26-50--
Welch Group, LLC--Jun 30, 26-20.00K--
Prime Capital Investment Advisors, LLC--Jun 30, 26-29.00K--
MORGAN STANLEY--Jun 30, 26-7.44K--
CITIGROUP INC--Jun 30, 26-50--
CWM, LLC1.33KMar 31, 26--0.01%
VANGUARD GROUP INC396.80KDec 31, 25+119.95K1.70%
Planning Capital Management Corp65Sep 30, 24+650.00%
Raymond James Financial Services Advisors, Inc.--Sep 30, 24-32.39K--
BlackRock Inc.111.06KJun 30, 24--0.48%
Cetera Advisor Networks LLC14.54KMar 31, 24+14.54K0.06%
Ayrton Capital LLC--Sep 30, 23-127.90K--
TimeScale Financial, Inc.500Jun 30, 23--0.00%
American Portfolios Advisors15.15KSep 30, 22-1250.06%

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

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.