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Institutional Ownership

Top 187 Institutional Holders
HolderSharesDateChange% Held
Hennion & Walsh Asset Management, Inc.608.31KSep 30, 26+22.03K1.51%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC26.06KSep 30, 26-75.95K0.06%
B. Riley Wealth Advisors, Inc.14.17KSep 30, 26+2.31K0.04%
CONFLUENCE INVESTMENT MANAGEMENT LLC12.55KSep 30, 26-39.29K0.03%
CX Institutional11.40KSep 30, 26-9.97K0.03%
Bank of New Hampshire7.60KSep 30, 26--0.02%
Versant Capital Management, Inc6.61KSep 30, 26-1730.02%
Farther Finance Advisors, LLC6.32KSep 30, 26+3.23K0.02%
GAMMA Investing LLC2.45KSep 30, 26-240.01%
EASTERN BANK1.52KSep 30, 26--0.00%
Capital Advisors Wealth Management, LLC--Sep 30, 26-13.12K--
ENVESTNET ASSET MANAGEMENT INC6.74MJun 30, 26-665.99K16.74%
Kestra Investment Management, LLC3.97MJun 30, 26+716.08K9.85%
BANK OF AMERICA CORP /DE/3.51MJun 30, 26+185.42K8.71%
LPL Financial LLC2.16MJun 30, 26-266.13K5.36%
RAYMOND JAMES FINANCIAL INC1.58MJun 30, 26+8.76K3.93%
Bank of New York Mellon Corp1.45MJun 30, 26-27.29K3.60%
Bramshill Investments, LLC1.24MJun 30, 26-46.57K3.09%
MORGAN STANLEY1.08MJun 30, 26+319.20K2.69%
WELLS FARGO & COMPANY/MN912.11KJun 30, 26+57.71K2.26%
Willis Johnson & Associates, Inc.763.82KJun 30, 26+53.09K1.90%
Tortoise Investment Management, LLC634.39KJun 30, 26+37.53K1.57%
HighTower Advisors, LLC588.79KJun 30, 26-140.87K1.46%
JANE STREET GROUP, LLC588.51KJun 30, 26+354.48K1.46%
Hennion & Walsh Asset Management, Inc.586.28KJun 30, 26+23.59K1.45%
ABLE Financial Group, LLC576.06KJun 30, 26-22.07K1.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO517.84KJun 30, 26+335.81K1.28%
JPMORGAN CHASE & CO515.18KJun 30, 26+31.39K1.28%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC508.75KJun 30, 26+45.48K1.26%
MML INVESTORS SERVICES, LLC480.40KJun 30, 26+27.43K1.19%
Manhattan West Asset Management, LLC466.03KJun 30, 26-41.29K1.16%
Cyndeo Wealth Partners, LLC438.15KJun 30, 26+14.47K1.09%
Keystone Financial Group413.41KJun 30, 26+38.11K1.03%
NICOLET BANKSHARES INC372.51KJun 30, 26-12.37K0.92%
Cetera Investment Advisers301.47KJun 30, 26-53.23K0.75%
Kestra Advisory Services, LLC281.06KJun 30, 26+85.29K0.70%
Westside Investment Management, Inc.270.64KJun 30, 26+26.33K0.67%
PARK AVENUE SECURITIES LLC263.73KJun 30, 26-79.95K0.65%
JONES FINANCIAL COMPANIES LLLP235.27KJun 30, 26+72.21K0.58%
Sanctuary Advisors, LLC234.10KJun 30, 26-15.34K0.58%
Resources Investment Advisors, LLC.216.99KJun 30, 26+8410.54%
Total Clarity Wealth Management, Inc.158.44KJun 30, 26+20.29K0.39%
Waverly Advisors, LLC155.19KJun 30, 26+5.48K0.39%
TRUIST FINANCIAL CORP147.88KJun 30, 26+9.95K0.37%
UBS Group AG142.01KJun 30, 26-18.66K0.35%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors127.92KJun 30, 26+10.17K0.32%
OLD NATIONAL BANCORP /IN/123.99KJun 30, 26+60.30K0.31%
STIFEL FINANCIAL CORP115.52KJun 30, 26-173.28K0.29%
White & Co Financial Planning Inc114.02KJun 30, 26+6.27K0.28%
NewEdge Wealth, LLC109.27KJun 30, 26+2.99K0.27%
AE Wealth Management LLC108.63KJun 30, 26-25.38K0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC102.01KJun 30, 26-9370.25%
COMMONWEALTH EQUITY SERVICES, LLC97.49KJun 30, 26+1.30K0.24%
Elequin Securities, LLC97.30KJun 30, 26+97.30K0.24%
Summit Financial, LLC94.08KJun 30, 26-279.65K0.23%
Balance Wealth, LLC91.06KJun 30, 26+16.81K0.23%
Tennessee Valley Asset Management Partners87.13KJun 30, 26+3.02K0.22%
OGOREK ANTHONY JOSEPH /NY/ /ADV86.34KJun 30, 26+6320.21%
BARTLETT & CO. WEALTH MANAGEMENT LLC85.61KJun 30, 26-11.18K0.21%
CITADEL ADVISORS LLC80.68KJun 30, 26+80.68K0.20%
Envestnet Portfolio Solutions, Inc.79.30KJun 30, 26-14.21K0.20%
OLD MISSION CAPITAL LLC78.09KJun 30, 26+78.09K0.19%
BENJAMIN EDWARDS INC70.35KJun 30, 26-106.03K0.17%
Legacy Wealth Managment, LLC/ID70.12KJun 30, 26+70.12K0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC69.25KJun 30, 26+6.36K0.17%
FIFTH THIRD BANCORP64.04KJun 30, 26+5450.16%
ROYAL BANK OF CANADA61.97KJun 30, 26+9.42K0.15%
FOCUS Wealth Advisors, LLC61.53KJun 30, 26+1330.15%
CreativeOne Wealth, LLC59.36KJun 30, 26-5.52K0.15%
Meadowbrook Advisors Group, LLC57.78KJun 30, 26-18.98K0.14%
Cresset Asset Management, LLC56.76KJun 30, 26+1.49K0.14%
McAdam, LLC56.12KJun 30, 26-5.76K0.14%
AMERIPRISE FINANCIAL INC55.79KJun 30, 26-1.80K0.14%
Invst, LLC53.02KJun 30, 26-13.17K0.13%
Pensionmark Financial Group, LLC52.35KJun 30, 26-17.37K0.13%
Allworth Financial LP51.06KJun 30, 26-1.61K0.13%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC49.38KJun 30, 26+15.26K0.12%
Sixth Street Partners Management Company, L.P.49.38KJun 30, 26+49.38K0.12%
Baker Avenue Asset Management, LP46.37KJun 30, 26+2.47K0.12%
Elmwood Wealth Management, Inc.45.98KJun 30, 26+1400.11%
Rockefeller Capital Management L.P.45.19KJun 30, 26-1.78K0.11%
Hedeker Wealth, LLC43.64KJun 30, 26-76.27K0.11%
ADVISOR GROUP HOLDINGS, INC.41.76KJun 30, 26+5.76K0.10%
MUSTICO FINANCIAL GROUP, INC.40.21KJun 30, 26+1.71K0.10%
WBH ADVISORY INC38.44KJun 30, 26-22.69K0.10%
Hyundai Investments Co., Ltd.38.28KJun 30, 26+12.74K0.09%
CFO4Life Group, LLC35.83KJun 30, 26--0.09%
Ausdal Financial Partners, Inc.34.11KJun 30, 26-2.76K0.08%
IFP Advisors, Inc32.68KJun 30, 26+3.79K0.08%
Vise Technologies, Inc.29.85KJun 30, 26+3.71K0.07%
Fourth Dimension Wealth, LLC29.31KJun 30, 26-7.75K0.07%
CAP Partners, LLC28.76KJun 30, 26+4010.07%
NATIXIS ADVISORS, L.P.27.98KJun 30, 26+27.98K0.07%
Code Waechter LLC24.74KJun 30, 26--0.06%
DIVERSIFY WEALTH MANAGEMENT, LLC20.16KJun 30, 26+2.43K0.05%
Diversify Advisory Services, LLC20.16KJun 30, 26+20.16K0.05%
CHOREO, LLC19.90KJun 30, 26+6.00K0.05%
Advisory Services Network, LLC19.44KJun 30, 26-7.80K0.05%
Gladstone Institutional Advisory LLC17.20KJun 30, 26+5.20K0.04%
Rehmann Capital Advisory Group17.09KJun 30, 26+2110.04%
RDA Financial Network16.25KJun 30, 26-9.14K0.04%
FOSTER & MOTLEY INC15.22KJun 30, 26--0.04%
BlackRock, Inc.14.33KJun 30, 26+1.32K0.04%
Janney Montgomery Scott LLC13.97KJun 30, 26-3750.03%
Meridian Wealth Management, LLC13.92KJun 30, 26+650.03%
WEST MICHIGAN ADVISORS, LLC13.08KJun 30, 26+13.08K0.03%
DAYMARK WEALTH PARTNERS, LLC12.78KJun 30, 26+12.78K0.03%
Strategic Blueprint, LLC12.72KJun 30, 26-5.07K0.03%
PRIVATE TRUST CO NA12.61KJun 30, 26+5.42K0.03%
Tandem Financial, LLC12.37KJun 30, 26--0.03%
B. Riley Wealth Advisors, Inc.11.86KJun 30, 26+11.86K0.03%
Concurrent Investment Advisors, LLC11.43KJun 30, 26-1.55K0.03%
Steward Partners Investment Advisory, LLC11.20KJun 30, 26-40.59K0.03%
SILVERLAKE WEALTH MANAGEMENT LLC10.79KJun 30, 26+10.79K0.03%
Vestmark Advisory Solutions, Inc.10.76KJun 30, 26+10.76K0.03%
GeoWealth Management, LLC10.29KJun 30, 26-9530.03%
Advyzon Investment Management, LLC10.22KJun 30, 26-2.47K0.03%
Cambridge Investment Research Advisors, Inc.10.21KJun 30, 26-3.27K0.03%
Integrated Wealth Concepts LLC9.65KJun 30, 26-11.93K0.02%
Glen Eagle Advisors, LLC5.25KJun 30, 26--0.01%
Aptus Capital Advisors, LLC4.38KJun 30, 26-1.13K0.01%
UBS ASSET MANAGEMENT AMERICAS INC4.30KJun 30, 26-27.93K0.01%
FMR LLC4.23KJun 30, 26+1.89K0.01%
Tower Research Capital LLC (TRC)3.98KJun 30, 26+3.98K0.01%
Capital Investment Counsel, Inc3.90KJun 30, 26+3.90K0.01%
Smartleaf Asset Management LLC3.45KJun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.3.33KJun 30, 26+1220.01%
Park Place Capital Corp2.96KJun 30, 26-5720.01%
LGT Financial Advisors LLC1.74KJun 30, 26-1.37K0.00%
BANK OF MONTREAL /CAN/1.59KJun 30, 26--0.00%
Provident Wealth Management, LLC1.48KJun 30, 26+1.48K0.00%
Capital Investment Advisory Services, LLC1.42KJun 30, 26--0.00%
Cornerstone Planning Group LLC1.30KJun 30, 26-3920.00%
Global Retirement Partners, LLC978Jun 30, 26+9780.00%
Qube Research & Technologies Ltd587Jun 30, 26+5870.00%
Financial Network Wealth Advisors LLC491Jun 30, 26--0.00%
Clearstead Advisors, LLC456Jun 30, 26+4560.00%
PNC FINANCIAL SERVICES GROUP, INC.348Jun 30, 26-4420.00%
Signature Equity Partners, LLC314Jun 30, 26-920.00%
MERCER GLOBAL ADVISORS INC /ADV293Jun 30, 26+2930.00%
ASSETMARK, INC276Jun 30, 26+2480.00%
EPG Wealth Management LLC193Jun 30, 26--0.00%
Parkside Financial Bank & Trust187Jun 30, 26+20.00%
EVOLUTION WEALTH MANAGEMENT INC.82Jun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC45Jun 30, 26--0.00%
BNP PARIBAS ARBITRAGE, SNC35Jun 30, 26+350.00%
SRS Capital Advisors, Inc.23Jun 30, 26--0.00%
MONETA GROUP INVESTMENT ADVISORS LLC--Jun 30, 26-20.80K--
WCG Wealth Advisors LLC--Jun 30, 26-12.33K--
PKS Advisory Services, LLC--Jun 30, 26-14.30K--
STEPHENS INC /AR/--Jun 30, 26-19.56K--
Western Wealth Management, LLC--Jun 30, 26-1.78K--
Golden State Equity Partners--Jun 30, 26-5.06K--
Private Advisor Group, LLC--Jun 30, 26-34.27K--
Quantinno Capital Management LP--Jun 30, 26-20.04K--
Uniting Wealth Partners, LLC--Jun 30, 26-22.01K--
VCI Wealth Management LLC--Jun 30, 26-10.46K--
CWM, LLC1.57KMar 31, 26+100.00%
MidWestOne Financial Group, Inc.369.22KDec 31, 25+31.00K0.92%
Bowman & Co S.C.79.31KDec 31, 25+9560.20%
COMERICA BANK17.25KDec 31, 25+10.11K0.04%
Pineridge Advisors LLC73.40KSep 30, 25-128.05K0.18%
Congress Wealth Management LLC / DE /10.58KJun 30, 25--0.03%
AVANTAX ADVISORY SERVICES, INC.--Jun 30, 25-42.83K--
Aveo Capital Partners, LLC15.26KMar 31, 25+15.26K0.04%
RAYMOND JAMES & ASSOCIATES3.43MSep 30, 24+1.23M8.51%
Gateway Advisory, LLC489.01KSep 30, 24+8.37K1.21%
Raymond James Financial Services Advisors, Inc.55.13KSep 30, 24-90.22K0.14%
EAGLE ASSET MANAGEMENT INC36.61KSep 30, 24+36.61K0.09%
Arden Trust Co90.75KJun 30, 24-51.13K0.23%
Cetera Advisor Networks LLC29.95KMar 31, 24+14.12K0.07%
Bartlett & Co. LLC66.71KDec 31, 23-6.51K0.17%
3D/L Capital Management, LLC--Sep 30, 23-134.81K--
American Portfolios Advisors16.75KSep 30, 22-4550.04%
CYPRESS CAPITAL MANAGEMENT LLC--Sep 30, 22-18.50K--
Farmer Steven Patrick529.32KJun 30, 22+529.32K1.31%
Livingston Group Asset Management CO (operating as Southport Capital Management)--Mar 31, 22-9.40K--
Carroll Financial Associates, Inc.500Dec 31, 21--0.00%
Cardan Capital Partners, LLC82.67KSep 30, 21+8200.21%
Reby Advisors, LLC236Dec 31, 20+2360.00%
Advisor Group, Inc.42.39KDec 31, 19+3.33K0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.8.92KDec 31, 19-2720.02%
WealthShield, LLC14.44KDec 31, 17+14.44K0.04%
Virtu KCG Holdings LLC177.48KJun 30, 17+128.24K0.44%
Commonwealth Equity Services, Inc13.02KJun 30, 17+400.03%
FIRST FINANCIAL EQUITY CORPORATION10.49KMar 31, 17+10.49K0.03%
MSI Financial Services Inc13.93KDec 31, 16-3.75K0.03%

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.