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Institutional Ownership

Top 187 Institutional Holders
HolderSharesDateChange% Held
Gilman Hill Asset Management, LLC--Sep 30, 26-10.00K--
Founders Capital Management--Sep 30, 26-6.27K--
MORGAN STANLEY12.79MJun 30, 26+10.20M23.40%
SIT INVESTMENT ASSOCIATES INC7.18MJun 30, 26+6.36M13.13%
Allspring Global Investments Holdings, LLC5.73MJun 30, 26+2.28M10.47%
Advisors Asset Management, Inc.1.31MJun 30, 26+421.36K2.39%
RAYMOND JAMES FINANCIAL INC1.29MJun 30, 26+163.39K2.36%
Colony Group, LLC904.78KJun 30, 26+876.13K1.65%
1607 Capital Partners, LLC752.78KJun 30, 26+22.50K1.38%
Shaker Financial Services, LLC746.73KJun 30, 26+746.73K1.37%
RIVERNORTH CAPITAL MANAGEMENT, LLC718.96KJun 30, 26+381.76K1.32%
Invesco Ltd.663.27KJun 30, 26+15.56K1.21%
LPL Financial LLC610.94KJun 30, 26+97.45K1.12%
BANK OF AMERICA CORP /DE/548.78KJun 30, 26+533.82K1.00%
Janney Montgomery Scott LLC471.05KJun 30, 26+471.05K0.86%
COMMONWEALTH EQUITY SERVICES, LLC369.12KJun 30, 26+186.08K0.68%
COHEN & STEERS, INC.329.60KJun 30, 26--0.60%
WELLS FARGO & COMPANY/MN286.81KJun 30, 26+263.20K0.52%
RIVERBRIDGE PARTNERS LLC280.04KJun 30, 26+280.04K0.51%
STIFEL FINANCIAL CORP277.33KJun 30, 26+127.55K0.51%
Pathstone Holdings, LLC274.55KJun 30, 26-163.03K0.50%
UBS Group AG254.37KJun 30, 26+94.05K0.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO235.83KJun 30, 26--0.43%
Cambridge Investment Research Advisors, Inc.219.83KJun 30, 26+186.49K0.40%
Koshinski Asset Management, Inc.202.18KJun 30, 26+202.18K0.37%
Logan Stone Capital, LLC199.15KJun 30, 26+199.15K0.36%
MOSAIC FAMILY WEALTH PARTNERS, LLC194.72KJun 30, 26+35.78K0.36%
ADVISOR GROUP HOLDINGS, INC.189.49KJun 30, 26+98.83K0.35%
NewEdge Advisors, LLC187.49KJun 30, 26+135.49K0.34%
EXCEL SECURITIES & ASSOCIATES, INC.172.38KJun 30, 26+121.88K0.32%
Kestra Advisory Services, LLC171.24KJun 30, 26+171.24K0.31%
Fortitude Advisory Group L.L.C.163.48KJun 30, 26+74.57K0.30%
ROYAL BANK OF CANADA161.61KJun 30, 26+42.60K0.30%
WOLVERINE ASSET MANAGEMENT LLC110.63KJun 30, 26+110.63K0.20%
Cetera Investment Advisers102.87KJun 30, 26-75.24K0.19%
HighTower Advisors, LLC98.06KJun 30, 26+98.06K0.18%
Stonebridge Financial Planning Group, LLC96.00KJun 30, 26+96.00K0.18%
JANE STREET GROUP, LLC95.05KJun 30, 26+76.93K0.17%
Yakira Capital Management, Inc.87.53KJun 30, 26+33.78K0.16%
Mariner, LLC84.56KJun 30, 26+70.46K0.15%
Almitas Capital LLC83.24KJun 30, 26+83.24K0.15%
READYSTATE ASSET MANAGEMENT LP82.92KJun 30, 26+82.92K0.15%
Closed-End Fund Advisors, Inc.81.62KJun 30, 26+48.23K0.15%
Waverly Advisors, LLC72.47KJun 30, 26+57.83K0.13%
Global Retirement Partners, LLC67.10KJun 30, 26+67.10K0.12%
Regal Investment Advisors LLC64.38KJun 30, 26+5.50K0.12%
PIN OAK INVESTMENT ADVISORS INC61.89KJun 30, 26+61.89K0.11%
Atomi Financial Group, Inc.60.17KJun 30, 26-5750.11%
MGO ONE SEVEN LLC60.02KJun 30, 26+15.62K0.11%
Clear Street Group Inc.56.01KJun 30, 26+56.01K0.10%
BENJAMIN EDWARDS INC53.90KJun 30, 26+53.90K0.10%
Connecticut Wealth Management, LLC53.88KJun 30, 26--0.10%
Ethos Financial Group, LLC50.77KJun 30, 26+27.00K0.09%
Northstar Financial Companies, Inc.46.18KJun 30, 26-6.47K0.08%
Sowell Financial Services LLC43.55KJun 30, 26-2.91K0.08%
Allworth Financial LP40.60KJun 30, 26+3.10K0.07%
Fearless Solutions, LLC dba Best Invest37.85KJun 30, 26+13.54K0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP34.46KJun 30, 26-8.36K0.06%
Founders Financial Alliance, LLC32.46KJun 30, 26+580.06%
LAZARD ASSET MANAGEMENT LLC31.62KJun 30, 26--0.06%
Resurgent Financial Advisors LLC30.70KJun 30, 26+3.26K0.06%
MELFA WEALTH MANAGEMENT, LLC29.60KJun 30, 26+14.10K0.05%
OAK HARBOR WEALTH PARTNERS, LLC29.06KJun 30, 26--0.05%
Concurrent Investment Advisors, LLC28.39KJun 30, 26+28.39K0.05%
XTX Topco Ltd27.16KJun 30, 26+27.16K0.05%
Valley Brook Capital Group, Inc.26.20KJun 30, 26+26.20K0.05%
GOLDMAN SACHS GROUP INC26.12KJun 30, 26+26.12K0.05%
Commonwealth Financial Services, LLC26.10KJun 30, 26--0.05%
WEDBUSH SECURITIES INC25.19KJun 30, 26+13.62K0.05%
Equitable Holdings, Inc.24.55KJun 30, 26--0.04%
FRANKLIN RESOURCES INC23.59KJun 30, 26+2.98K0.04%
Rockefeller Capital Management L.P.22.49KJun 30, 26+2.40K0.04%
HOERTKORN RICHARD CHARLES22.00KJun 30, 26--0.04%
B. Riley Wealth Advisors, Inc.21.40KJun 30, 26+21.40K0.04%
Steward Partners Investment Advisory, LLC21.02KJun 30, 26-1.08K0.04%
AMERIPRISE FINANCIAL INC20.95KJun 30, 26-4.03K0.04%
Merit Financial Group, LLC20.31KJun 30, 26+8.13K0.04%
WILEY BROS.-AINTREE CAPITAL, LLC19.79KJun 30, 26+1.40K0.04%
CITADEL ADVISORS LLC19.61KJun 30, 26+4.32K0.04%
PARK AVENUE SECURITIES LLC18.62KJun 30, 26+18.62K0.03%
Private Advisor Group, LLC17.94KJun 30, 26+1660.03%
EVOLVE PRIVATE WEALTH, LLC17.57KJun 30, 26+17.57K0.03%
HRT FINANCIAL LP16.77KJun 30, 26+16.77K0.03%
Kovack Advisors, Inc.16.36KJun 30, 26+16.36K0.03%
THRIVENT FINANCIAL FOR LUTHERANS16.20KJun 30, 26+16.20K0.03%
RETIREMITTEN FINANCIAL LLC16.06KJun 30, 26+2.50K0.03%
PHILADELPHIA TRUST CO16.00KJun 30, 26+16.00K0.03%
Broadway Wealth Solutions, Inc.14.90KJun 30, 26--0.03%
Rock Point Advisors, LLC14.87KJun 30, 26+14.87K0.03%
PEAPACK GLADSTONE FINANCIAL CORP14.84KJun 30, 26+14.84K0.03%
ENVESTNET ASSET MANAGEMENT INC14.70KJun 30, 26-98.13K0.03%
Parcion Private Wealth LLC14.21KJun 30, 26+14.21K0.03%
Integrated Wealth Concepts LLC13.50KJun 30, 26+13.50K0.02%
CAPTRUST FINANCIAL ADVISORS13.46KJun 30, 26-5.80K0.02%
Creative Planning12.31KJun 30, 26+12.31K0.02%
ACCREDITED INVESTOR SERVICES, LLC12.30KJun 30, 26+12.30K0.02%
AQR CAPITAL MANAGEMENT LLC11.84KJun 30, 26+11.84K0.02%
STEPHENS INC /AR/11.79KJun 30, 26+11.79K0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC11.70KJun 30, 26+11.70K0.02%
Baird Financial Group, Inc.11.11KJun 30, 26+11.11K0.02%
Pinnacle Wealth Planning Services, Inc.10.83KJun 30, 26+4.87K0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10.74KJun 30, 26+10.74K0.02%
Mezzasalma Advisors, LLC10.66KJun 30, 26+10.66K0.02%
PETRA FINANCIAL ADVISORS INC10.45KJun 30, 26+10.45K0.02%
Collaborative Wealth Managment Inc.10.11KJun 30, 26+10.11K0.02%
CLEAR STREET MARKETS LLC8.61KJun 30, 26+8.61K0.02%
PNC FINANCIAL SERVICES GROUP, INC.8.52KJun 30, 26+7.85K0.02%
WPG Advisers, LLC6.77KJun 30, 26+3.04K0.01%
Founders Capital Management6.27KJun 30, 26--0.01%
Larson Financial Group LLC5.88KJun 30, 26+5.88K0.01%
West Branch Capital LLC5.00KJun 30, 26--0.01%
IFG Advisory, LLC4.67KJun 30, 26+4.67K0.01%
FIFTH THIRD BANCORP4.60KJun 30, 26+3.69K0.01%
Rossby Financial, LCC4.49KJun 30, 26--0.01%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA4.08KJun 30, 26+990.01%
Vermillion Wealth Management, Inc.3.77KJun 30, 26+3.77K0.01%
Axiom Investment Management LLC3.11KJun 30, 26+3.11K0.01%
US BANCORP \DE\3.00KJun 30, 26--0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC2.97KJun 30, 26+2.97K0.01%
MERCER GLOBAL ADVISORS INC /ADV2.75KJun 30, 26+2.75K0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV1.39KJun 30, 26+1.39K0.00%
AdvisorNet Financial, Inc1.28KJun 30, 26--0.00%
FIRST HORIZON CORP1.18KJun 30, 26+1.18K0.00%
JONES FINANCIAL COMPANIES LLLP927Jun 30, 26+9270.00%
Golden State Wealth Management, LLC900Jun 30, 26--0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC853Jun 30, 26--0.00%
BESSEMER GROUP INC662Jun 30, 26+6620.00%
SOA Wealth Advisors, LLC.539Jun 30, 26+1390.00%
JPMORGAN CHASE & CO380Jun 30, 26+3800.00%
HARBOUR INVESTMENTS, INC.200Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC72Jun 30, 26+720.00%
WHITTIER TRUST CO OF NEVADA INC57Jun 30, 26--0.00%
SIGNATUREFD, LLC42Jun 30, 26--0.00%
CITIGROUP INC2Jun 30, 26+20.00%
NBC SECURITIES, INC.--Jun 30, 26-2.00K--
Geneos Wealth Management Inc.--Jun 30, 26-2.31K--
Root Financial Partners, LLC--Jun 30, 26-863--
Procyon Advisors, LLC--Jun 30, 26-10.84K--
Bey-Douglas LLC41.49KMar 31, 26--0.08%
COMERICA BANK1.07KDec 31, 25+2750.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP19.84KJun 30, 25+19.84K0.04%
Sheaff Brock Investment Advisors, LLC37.50KMar 31, 25--0.07%
Buckingham Capital Management, Inc.13.42KDec 31, 24--0.02%
CRITERION CAPITAL ADVISORS, LLC3.58KDec 31, 24--0.01%
Raymond James Financial Services Advisors, Inc.756.90KSep 30, 24+91.50K1.38%
RAYMOND JAMES & ASSOCIATES38.94KSep 30, 24-2.05K0.07%
Relative Value Partners Group, LLC--Jun 30, 24-19.95K--
Cetera Advisor Networks LLC72.59KMar 31, 24-5.40K0.13%
Highlander Capital Management, LLC1.00KMar 31, 24--0.00%
KENFARB & CO.68.00KSep 30, 23--0.12%
TRUSTCORE FINANCIAL SERVICES, LLC625Dec 31, 22--0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC4.31MMar 31, 22+8.48K7.88%
Mosaic Family Wealth, LLC214.31KDec 31, 21+6.90K0.39%
Carroll Financial Associates, Inc.195Dec 31, 21--0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV75.30KSep 30, 21-8.50K0.14%
TIAA Kaspick, LLC10.83KSep 30, 21+1950.02%
Point View Wealth Management, Inc.59.77KDec 31, 20-1.51K0.11%
NORTHSTAR WEALTH PARTNERS LLC--Sep 30, 20-37.50K--
LADENBURG THALMANN FINANCIAL SERVICES INC.390.94KDec 31, 19+34.60K0.72%
Chapwood Capital Investment Management, LLC170.41KDec 31, 19+170.41K0.31%
Crow Point Partners, LLC86.25KDec 31, 19+7.54K0.16%
Advisor Group, Inc.21.23KDec 31, 19+3.43K0.04%
SUNTRUST BANKS INC22.65KSep 30, 19--0.04%
Alpine Group USVI, LLC11.02KSep 30, 19+11.02K0.02%
NEXT Financial Holdings9.42KMar 31, 19+9.42K0.02%
Yellowstone Partners, LLC51.56KDec 31, 17-23.28K0.09%
SII INVESTMENTS INC/WI--Dec 31, 17-20.62K--
Commonwealth Equity Services, Inc34.41KJun 30, 17+3.19K0.06%
Virtu KCG Holdings LLC--Jun 30, 17-11.37K--
LBA Wealth Management, LLC335Mar 31, 17--0.00%
BLACKROCK ADVISORS LLC126.57KDec 31, 16--0.23%
MSI Financial Services Inc33.52KDec 31, 16+4.74K0.06%
Investors Capital Advisory Services61.67KJun 30, 16--0.11%
Kovitz Investment Group, LLC216.78KDec 31, 15+216.78K0.40%
Relative Value Partners, LLC3.43MMar 31, 15+12.01K6.28%
COHEN & STEERS CAPITAL MANAGEMENT INC196.07KMar 31, 15+196.07K0.36%
Bank of Kentucky, Inc.200Mar 31, 15--0.00%
NEW ENGLAND SECURITIES CORP /MA/37.72KDec 31, 14+1.91K0.07%
TradeLink Global Equity LLC15.50KDec 31, 14+15.50K0.03%
UBS AG546.82KSep 30, 14-49.37K1.00%
KMS FINANCIAL SERVICES, INC15.09KJun 30, 14-30.18K0.03%
STIFEL NICOLAUS & CO INC \MO\31.81KSep 30, 13+5.06K0.06%
KNIGHT CAPITAL GROUP LLC19.83KJun 30, 13+19.83K0.04%
First Allied Securities, Inc.127.76KJun 30, 12--0.23%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC398.56KJun 30, 10+137.56K0.73%
Full Value Advisors, LLC--Sep 30, 09-10.00K--
MERCANTILE BANKSHARES CORP16.80KDec 31, 06+16.80K0.03%

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.