LOAN(LOAN)
LOAN
Institutional Ownership
Top 66 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Melia Wealth LLC | 436.64K | Jun 30, 26 | -4.59K | 3.82% |
| VANGUARD CAPITAL MANAGEMENT LLC | 355.31K | Jun 30, 26 | +12.41K | 3.11% |
| CARY STREET PARTNERS FINANCIAL LLC | 321.84K | Jun 30, 26 | +47.18K | 2.82% |
| SHUFRO ROSE & CO LLC | 215.78K | Jun 30, 26 | -2.00K | 1.89% |
| Frazier Financial Advisors, LLC | 214.70K | Jun 30, 26 | +10.83K | 1.88% |
| RENAISSANCE TECHNOLOGIES LLC | 186.63K | Jun 30, 26 | -9.39K | 1.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 112.14K | Jun 30, 26 | -13.63K | 0.98% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 107.88K | Jun 30, 26 | -14.58K | 0.94% |
| OLIO Financial Planning | 59.56K | Jun 30, 26 | -3.42K | 0.52% |
| LPL Financial LLC | 57.37K | Jun 30, 26 | -7.90K | 0.50% |
| Schneider Downs Wealth Management Advisors, LP | 48.35K | Jun 30, 26 | +48.35K | 0.42% |
| VANGUARD FIDUCIARY TRUST CO | 46.15K | Jun 30, 26 | +351 | 0.40% |
| CERTUITY, LLC | 44.68K | Jun 30, 26 | -2.37K | 0.39% |
| BlackRock, Inc. | 43.88K | Jun 30, 26 | +7.25K | 0.38% |
| MORGAN STANLEY | 40.26K | Jun 30, 26 | +1 | 0.35% |
| Mariner, LLC | 36.84K | Jun 30, 26 | -- | 0.32% |
| STATE STREET CORP | 32.30K | Jun 30, 26 | -- | 0.28% |
| Gen-Wealth Partners Inc | 30.21K | Jun 30, 26 | +30.21K | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.34K | Jun 30, 26 | +16.23K | 0.26% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 27.46K | Jun 30, 26 | +196 | 0.24% |
| Kestra Advisory Services, LLC | 23.88K | Jun 30, 26 | -2.00K | 0.21% |
| Sentinus, LLC | 23.20K | Jun 30, 26 | +23.20K | 0.20% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 23.00K | Jun 30, 26 | -4.32K | 0.20% |
| NORTHERN TRUST CORP | 21.41K | Jun 30, 26 | +6.17K | 0.19% |
| NewEdge Advisors, LLC | 21.19K | Jun 30, 26 | -- | 0.19% |
| JAMES INVESTMENT RESEARCH INC | 21.19K | Jun 30, 26 | -- | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15.42K | Jun 30, 26 | -4.10K | 0.13% |
| RW Investment Management LLC | 12.96K | Jun 30, 26 | -- | 0.11% |
| HARBOUR INVESTMENTS, INC. | 9.54K | Jun 30, 26 | -4.30K | 0.08% |
| ACADIAN ASSET MANAGEMENT LLC | 5.00K | Jun 30, 26 | -- | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 3.96K | Jun 30, 26 | -1.96K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.88K | Jun 30, 26 | -215.92K | 0.03% |
| Vanguard Global Advisers, LLC | 3.79K | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 2.50K | Jun 30, 26 | +2.50K | 0.02% |
| Larson Financial Group LLC | 2.11K | Jun 30, 26 | -189 | 0.02% |
| UBS Group AG | 928 | Jun 30, 26 | -456 | 0.01% |
| Triumph Capital Management | 900 | Jun 30, 26 | +100 | 0.01% |
| Mountain Hill Investment Partners Corp. | 292 | Jun 30, 26 | +7 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 200 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 42 | Jun 30, 26 | -65 | 0.00% |
| BARCLAYS PLC | 39 | Jun 30, 26 | +39 | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | Jun 30, 26 | +1 | 0.00% |
| Briaud Financial Planning, Inc | -- | Jun 30, 26 | -21.01K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -9.05K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -236 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| NISA INVESTMENT ADVISORS, LLC | -- | Jun 30, 26 | -960 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -50.00K | -- |
| BARD ASSOCIATES INC | -- | Jun 30, 26 | -232 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -10 | -- |
| PANORAMIC INVESTMENT ADVISORS, LLC | -- | Jun 30, 26 | -441.29K | -- |
| Fortress Financial Solutions, LLC | -- | Mar 31, 26 | -147.30K | -- |
| VANGUARD GROUP INC | 393.00K | Dec 31, 25 | +9.61K | 3.44% |
| CIBC Private Wealth Group, LLC | 200 | Dec 31, 25 | -- | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -28.28K | -- |
| Atria Wealth Solutions, Inc. | 39.87K | Jun 30, 25 | +14.51K | 0.35% |
| BlackRock Inc. | 42.86K | Jun 30, 24 | +515 | 0.38% |
| RESOLUTE FINANCIAL, LLC | -- | Dec 31, 22 | -50.00K | -- |
| Blooom, Inc. | 91.17K | Sep 30, 22 | +16.62K | 0.80% |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -2.00K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.44K | Dec 31, 19 | +3.85K | 0.10% |
| Weatherstone Capital Management | -- | Mar 31, 19 | -32.00K | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -915 | -- |
| BlackRock Fund Advisors | 17.72K | Dec 31, 16 | +6.08K | 0.16% |
| BlackRock Investment Management, LLC | 810 | Dec 31, 16 | -- | 0.01% |
| UBS AG | -- | Sep 30, 14 | -3.07K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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