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Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 15 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 147.94K | Jun 30, 26 | -2.13K | 34.57% |
| JANE STREET GROUP, LLC | 29.24K | Jun 30, 26 | +8.27K | 6.83% |
| Wealthspire Advisors, LLC | 20.89K | Jun 30, 26 | +20.89K | 4.88% |
| Cambridge Investment Research Advisors, Inc. | 18.55K | Jun 30, 26 | -10.14K | 4.33% |
| Capital Investment Advisory Services, LLC | 12.47K | Jun 30, 26 | -1.13K | 2.91% |
| BANK OF AMERICA CORP /DE/ | 7.81K | Jun 30, 26 | +178 | 1.83% |
| BXM Wealth LLC | 5.25K | Jun 30, 26 | +5.25K | 1.23% |
| Allworth Financial LP | 1.03K | Jun 30, 26 | +53 | 0.24% |
| Rossmore Private Capital | 410 | Jun 30, 26 | -- | 0.10% |
| MORGAN STANLEY | 19 | Jun 30, 26 | +1 | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -130 | -- |
| Cutler Capital Management, LLC | -- | Jun 30, 26 | -2.92K | -- |
| GM Advisory Group, Inc. | 18.30K | Mar 31, 26 | +3.79K | 4.28% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.08K | Jun 30, 24 | -1.53K | 0.25% |
| First Capital Advisors Group, LLC. | 58.73K | Jun 30, 23 | +3.50K | 13.72% |
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