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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 94 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC4.60KSep 30, 26--0.02%
Pathstone Holdings, LLC1.05MJun 30, 26+581.46K5.17%
ADVISOR GROUP HOLDINGS, INC.518.31KJun 30, 26+4.43K2.56%
Shaker Financial Services, LLC428.07KJun 30, 26+124.46K2.12%
ROYAL BANK OF CANADA391.03KJun 30, 26-61.44K1.93%
LPL Financial LLC342.82KJun 30, 26+33.26K1.69%
Rareview Capital LLC312.75KJun 30, 26+42.13K1.55%
Everstar Asset Management, LLC297.00KJun 30, 26+40.47K1.47%
MORGAN STANLEY287.91KJun 30, 26+16.81K1.42%
WELLS FARGO & COMPANY/MN286.97KJun 30, 26+173.73K1.42%
AMERIPRISE FINANCIAL INC274.04KJun 30, 26-29.38K1.35%
Invesco Ltd.248.17KJun 30, 26-3.19K1.23%
BANK OF AMERICA CORP /DE/220.70KJun 30, 26+32.05K1.09%
HOURGLASS CAPITAL, LLC191.50KJun 30, 26-4.10K0.95%
Fiera Capital Corp164.72KJun 30, 26+4.42K0.81%
ENVESTNET ASSET MANAGEMENT INC128.43KJun 30, 26-75.10K0.63%
COMMONWEALTH EQUITY SERVICES, LLC107.93KJun 30, 26+900.53%
Calamos Advisors LLC95.07KJun 30, 26+32.44K0.47%
Comprehensive Money Management Services LLC95.05KJun 30, 26+8.72K0.47%
Kovack Advisors, Inc.92.99KJun 30, 26-5.07K0.46%
Wealthstar Advisors, LLC87.99KJun 30, 26+5.11K0.43%
Bramshill Investments, LLC85.05KJun 30, 26+9320.42%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.82.70KJun 30, 26-12.58K0.41%
STIFEL FINANCIAL CORP78.85KJun 30, 26-16.80K0.39%
Smith Asset Management Co., LLC71.00KJun 30, 26-9450.35%
Whipplewood Advisors, LLC69.38KJun 30, 26-145.40K0.34%
Capital Analysts, LLC66.25KJun 30, 26--0.33%
RAYMOND JAMES FINANCIAL INC60.94KJun 30, 26-6.14K0.30%
Valeo Financial Advisors, LLC58.05KJun 30, 26--0.29%
Dynamic Advisor Solutions LLC49.90KJun 30, 26+1.63K0.25%
IHT Wealth Management, LLC40.55KJun 30, 26-1500.20%
WOLVERINE ASSET MANAGEMENT LLC39.44KJun 30, 26-120.28K0.19%
WILEY BROS.-AINTREE CAPITAL, LLC37.38KJun 30, 26-1.66K0.18%
INDEPENDENT FINANCIAL GROUP, LLC35.25KJun 30, 26+11.63K0.17%
Quad-Cities Investment Group, LLC24.26KJun 30, 26+7680.12%
Logan Stone Capital, LLC24.22KJun 30, 26+24.22K0.12%
Marex Group plc23.75KJun 30, 26+23.75K0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP23.29KJun 30, 26+23.29K0.12%
UHLMANN PRICE SECURITIES, LLC21.96KJun 30, 26+21.96K0.11%
Cetera Investment Advisers21.62KJun 30, 26+3.18K0.11%
XTX Topco Ltd20.38KJun 30, 26+20.38K0.10%
CULLEN/FROST BANKERS, INC.20.00KJun 30, 26--0.10%
JONES FINANCIAL COMPANIES LLLP17.80KJun 30, 26--0.09%
Virtu Financial LLC16.76KJun 30, 26-33.72K0.08%
Harbour Capital Advisors, LLC16.48KJun 30, 26-3400.08%
Rockefeller Capital Management L.P.14.78KJun 30, 26-3.10K0.07%
MONECO Advisors, LLC14.54KJun 30, 26--0.07%
Csenge Advisory Group14.23KJun 30, 26+7450.07%
SMITH, MOORE & CO.13.00KJun 30, 26--0.06%
EVOLVE PRIVATE WEALTH, LLC12.85KJun 30, 26-1.09K0.06%
49 WEALTH MANAGEMENT, LLC11.15KJun 30, 26+11.15K0.06%
ALONGSIDE, LLC11.15KJun 30, 26+11.15K0.06%
Rathbones Group PLC10.00KJun 30, 26--0.05%
UBS Group AG8.88KJun 30, 26-5.46K0.04%
MERCER GLOBAL ADVISORS INC /ADV7.53KJun 30, 26+7.53K0.04%
Integrated Wealth Concepts LLC6.26KJun 30, 26+6.26K0.03%
FIFTH THIRD BANCORP4.65KJun 30, 26+6540.02%
IFG Advisory, LLC3.65KJun 30, 26+3.65K0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.00KJun 30, 26--0.01%
JTC Employer Solutions Trustee Ltd2.10KJun 30, 26--0.01%
Thomas J. Herzfeld Advisors, Inc.1.41KJun 30, 26-171.00K0.01%
JFS WEALTH ADVISORS, LLC1.32KJun 30, 26+1.32K0.01%
Osbon Capital Management LLC1.02KJun 30, 26+8990.01%
HIGHLINE WEALTH PARTNERS LLC500Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC338Jun 30, 26--0.00%
Institute for Wealth Management, LLC.57Jun 30, 26+570.00%
Maridea Wealth Management LLC--Jun 30, 26-11.85K--
CHOREO, LLC--Jun 30, 26-21.78K--
CITADEL ADVISORS LLC--Jun 30, 26-18.45K--
Tower Research Capital LLC (TRC)--Jun 30, 26-270--
Private Advisor Group, LLC--Jun 30, 26-12.65K--
COMERICA BANK4.00KDec 31, 25--0.02%
RAYMOND JAMES & ASSOCIATES42.17KSep 30, 24--0.21%
Raymond James Financial Services Advisors, Inc.29.26KSep 30, 24-2.16K0.14%
Greytown Advisors Inc.24.73KJun 30, 24--0.12%
ADVISOR PARTNERS II, LLC295.77KSep 30, 23+295.77K1.46%
Hightower 6M Holding, LLC21.28KSep 30, 22-5.87K0.11%
FourThought Financial, LLC1.83KSep 30, 22+330.01%
American Portfolios Advisors1.15KSep 30, 22--0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC800.98KMar 31, 22+82.24K3.96%
6 Meridian30.59KDec 31, 21-2.39K0.15%
NEXT Financial Group, Inc2.12KDec 31, 21--0.01%
Point View Wealth Management, Inc.12.37KDec 31, 20-4590.06%
ROWLAND CARMICHAEL ADVISORS INC /ADV11.20KDec 31, 20--0.06%
Reby Advisors, LLC2.54KDec 31, 20+2.54K0.01%
Advisor Group, Inc.182.81KDec 31, 19+8.95K0.90%
LADENBURG THALMANN FINANCIAL SERVICES INC.4.89KDec 31, 19-5.12K0.02%
Commonwealth Equity Services, Inc15.60KJun 30, 17+4.57K0.08%
MSI Financial Services Inc48.84KDec 31, 16+3.79K0.24%
UBS AG46.44KSep 30, 14-8.28K0.23%
KNIGHT CAPITAL GROUP LLC11.15KJun 30, 13+11.15K0.06%
First Allied Securities, Inc.2.33KJun 30, 12-1.72K0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC52.39KJun 30, 10-13.17K0.26%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST23.30KJun 30, 08+23.30K0.12%

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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.