LYLT

Institutional Ownership

Top 10 Institutional Holders
HolderSharesDateChange% Held
swisspartners Ltd.11.94KDec 31, 22----
Sargent Bickham Lagudis LLC--Dec 31, 22-16--
Lake Point Wealth Management225Jun 30, 22----
Fieldpoint Private Securities, LLC8Jun 30, 22-13--
PARAMETRIC PORTFOLIO ASSOCIATES LLC116.94KMar 31, 22-30.71K--
Amalgamated Financial Corp.9.94KMar 31, 22+9.94K--
Freedman Financial Associates, Inc.46Mar 31, 22----
Dixon Hughes Goodman Wealth Advisors LLC15Mar 31, 22----
Lenox Wealth Advisors, LLC--Mar 31, 22-4--
NEXT Financial Group, Inc2Dec 31, 21+2--

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.