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Institutional Ownership

Top 186 Institutional Holders
HolderSharesDateChange% Held
Hennion & Walsh Asset Management, Inc.759.60KSep 30, 26+50.30K0.81%
MACKAY SHIELDS LLC128.81KSep 30, 26--0.14%
Farther Finance Advisors, LLC31.81KSep 30, 26-3.02K0.03%
Athena Wealth Management, LLC25.75KSep 30, 26--0.03%
Hofer & Associates. Inc24.12KSep 30, 26+24.12K0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21.16KSep 30, 26+21.16K0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18.97KSep 30, 26+2990.02%
DECISION INVESTMENTS, INC16.03KSep 30, 26+2.00K0.02%
Noble Wealth Management PBC1.83KSep 30, 26--0.00%
Bullock Wealth Management Group153Sep 30, 26+20.00%
MORGAN STANLEY7.40MJun 30, 26+9.81K7.86%
Karpus Management, Inc.4.60MJun 30, 26-776.32K4.89%
GUGGENHEIM CAPITAL LLC2.60MJun 30, 26-117.79K2.76%
BANK OF AMERICA CORP /DE/2.41MJun 30, 26+136.66K2.55%
Advisors Asset Management, Inc.2.31MJun 30, 26+314.16K2.45%
ROBINSON CAPITAL MANAGEMENT, LLC1.12MJun 30, 26--1.19%
Allspring Global Investments Holdings, LLC1.10MJun 30, 26--1.17%
RIVERNORTH CAPITAL MANAGEMENT, LLC1.07MJun 30, 26-1.19M1.13%
WELLS FARGO & COMPANY/MN963.27KJun 30, 26+41.71K1.02%
LPL Financial LLC732.75KJun 30, 26+56.39K0.78%
Hennion & Walsh Asset Management, Inc.709.30KJun 30, 26+35.33K0.75%
Sanctuary Advisors, LLC486.47KJun 30, 26+18.69K0.52%
UBS Group AG415.59KJun 30, 26+49.94K0.44%
Atala Financial Inc391.68KJun 30, 26-13.92K0.42%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD371.02KJun 30, 26--0.39%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO364.96KJun 30, 26--0.39%
HOLLENCREST CAPITAL MANAGEMENT267.91KJun 30, 26-39.73K0.28%
Beverly Hills Private Wealth, LLC254.36KJun 30, 26+2.70K0.27%
Fiera Capital Corp233.92KJun 30, 26-7.20K0.25%
Dakota Wealth Management213.96KJun 30, 26-47.87K0.23%
Ignite Planners, LLC194.03KJun 30, 26--0.21%
ROYAL BANK OF CANADA190.55KJun 30, 26+9.47K0.20%
MAI Capital Management183.28KJun 30, 26+182.02K0.19%
Trilogy Capital Inc.168.90KJun 30, 26+1.30K0.18%
WESCAP Management Group, Inc.159.96KJun 30, 26+10.40K0.17%
MELFA WEALTH MANAGEMENT, LLC158.90KJun 30, 26-21.43K0.17%
Diligent Investors, LLC140.73KJun 30, 26-4.54K0.15%
SIT INVESTMENT ASSOCIATES INC129.92KJun 30, 26--0.14%
MACKAY SHIELDS LLC128.81KJun 30, 26-18.02K0.14%
WEDBUSH SECURITIES INC126.73KJun 30, 26+6.30K0.13%
Rareview Capital LLC125.56KJun 30, 26-57.94K0.13%
Cypress Wealth Services, LLC124.51KJun 30, 26+3.57K0.13%
Oder Investment Management, LLC105.92KJun 30, 26+105.92K0.11%
Summit Trail Advisors, LLC101.60KJun 30, 26-7.72K0.11%
Ballast Rock Private Wealth LLC96.05KJun 30, 26+4.35K0.10%
Ariadne Wealth Management, LP94.48KJun 30, 26+94.48K0.10%
JANE STREET GROUP, LLC91.89KJun 30, 26+35.54K0.10%
RAYMOND JAMES FINANCIAL INC91.37KJun 30, 26-24.08K0.10%
Baird Financial Group, Inc.86.88KJun 30, 26+790.09%
Matisse Capital78.52KJun 30, 26-820.08%
Cetera Investment Advisers74.57KJun 30, 26-1.18K0.08%
MYECFO, LLC73.84KJun 30, 26+9.67K0.08%
D.A. DAVIDSON & CO.70.59KJun 30, 26+11.10K0.07%
Allianz Asset Management GmbH70.49KJun 30, 26--0.07%
Alteri Wealth LLC68.76KJun 30, 26+2830.07%
PNC FINANCIAL SERVICES GROUP, INC.67.79KJun 30, 26--0.07%
Global Retirement Partners, LLC67.43KJun 30, 26+67.43K0.07%
ENVESTNET ASSET MANAGEMENT INC64.62KJun 30, 26+2.17K0.07%
CHANNEL WEALTH LLC64.34KJun 30, 26-11.08K0.07%
ADVISOR GROUP HOLDINGS, INC.63.38KJun 30, 26+4.81K0.07%
Western Wealth Management, LLC60.87KJun 30, 26--0.06%
Steward Partners Investment Advisory, LLC59.73KJun 30, 26+1.10K0.06%
Stonebridge Financial Group, LLC/CA56.06KJun 30, 26+56.06K0.06%
Arlington Financial Advisors, LLC55.00KJun 30, 26--0.06%
Destination Wealth Management53.77KJun 30, 26+3000.06%
XTX Topco Ltd52.10KJun 30, 26+52.10K0.06%
Tortuga Wealth Management, Inc47.05KJun 30, 26-3.51K0.05%
COMMONWEALTH EQUITY SERVICES, LLC45.64KJun 30, 26+1.27K0.05%
Cambridge Investment Research Advisors, Inc.44.31KJun 30, 26+44.31K0.05%
STIFEL FINANCIAL CORP43.66KJun 30, 26+1780.05%
Integrated Wealth Concepts LLC43.43KJun 30, 26+10.02K0.05%
AXXCESS WEALTH MANAGEMENT, LLC42.02KJun 30, 26+42.02K0.04%
Intellectus Partners, LLC40.61KJun 30, 26--0.04%
Perennial Investment Advisors, LLC39.23KJun 30, 26-33.92K0.04%
AMERIPRISE FINANCIAL INC39.15KJun 30, 26--0.04%
Stratos Wealth Partners, LTD.37.30KJun 30, 26+9.20K0.04%
EVOLVE PRIVATE WEALTH, LLC33.44KJun 30, 26-20.08K0.04%
OPPENHEIMER & CO INC30.46KJun 30, 26+2650.03%
RB Capital Management, LLC29.94KJun 30, 26+3780.03%
Wellspring Financial Advisors, LLC28.39KJun 30, 26-2.80K0.03%
FIRST FOUNDATION ADVISORS28.33KJun 30, 26--0.03%
CI Private Wealth, LLC27.76KJun 30, 26--0.03%
Creative Planning27.60KJun 30, 26--0.03%
Equitable Holdings, Inc.26.01KJun 30, 26+3990.03%
Keystone Wealth Services, LLC24.52KJun 30, 26--0.03%
Indivisible Partners24.02KJun 30, 26+250.03%
Tempus Wealth Planning, LLC23.66KJun 30, 26--0.03%
PRUDENT INVESTORS NETWORK, INC.23.38KJun 30, 26+23.38K0.02%
Strategic Advocates LLC22.62KJun 30, 26--0.02%
Cerity Partners LLC22.34KJun 30, 26+1360.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP22.16KJun 30, 26+7.20K0.02%
READYSTATE ASSET MANAGEMENT LP21.83KJun 30, 26+21.83K0.02%
LM Advisors LLC21.80KJun 30, 26+21.80K0.02%
Snowden Capital Advisors LLC20.63KJun 30, 26+5.01K0.02%
Van Hulzen Asset Management, LLC20.53KJun 30, 26+2.65K0.02%
CITADEL ADVISORS LLC19.96KJun 30, 26+19.96K0.02%
NWF Advisory Services Inc.19.74KJun 30, 26-2.26K0.02%
Rockefeller Capital Management L.P.18.85KJun 30, 26+480.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18.67KJun 30, 26+8.57K0.02%
REGATTA CAPITAL GROUP, LLC18.41KJun 30, 26--0.02%
Sowell Financial Services LLC18.34KJun 30, 26--0.02%
Lido Advisors, LLC18.23KJun 30, 26-28.32K0.02%
IEQ CAPITAL, LLC18.10KJun 30, 26+7740.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16.55KJun 30, 26--0.02%
Kestra Advisory Services, LLC16.08KJun 30, 26+1610.02%
MILLENNIUM MANAGEMENT LLC15.96KJun 30, 26--0.02%
Core Wealth Partners LLC15.71KJun 30, 26--0.02%
Robertson Stephens Wealth Management, LLC15.50KJun 30, 26+15.50K0.02%
Capital Investment Advisors, LLC14.18KJun 30, 26--0.02%
Closed-End Fund Advisors, Inc.13.97KJun 30, 26+3370.01%
Coastal Investment Advisors, Inc.13.65KJun 30, 26--0.01%
WHITTIER TRUST CO13.53KJun 30, 26--0.01%
BOOTHBAY FUND MANAGEMENT, LLC13.33KJun 30, 26-3.66K0.01%
LYELL WEALTH MANAGEMENT, LP12.85KJun 30, 26+12.85K0.01%
MERIDIAN INVESTMENT COUNSEL INC.12.84KJun 30, 26--0.01%
McGowan Group Asset Management, Inc.12.61KJun 30, 26--0.01%
GREAT VALLEY ADVISOR GROUP, INC.12.38KJun 30, 26+12.38K0.01%
Almitas Capital LLC11.90KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/11.60KJun 30, 26-12.65K0.01%
MATHER GROUP, LLC.11.37KJun 30, 26-1.62K0.01%
Allworth Financial LP10.77KJun 30, 26-6490.01%
Alessandra Capital Management, LLC10.69KJun 30, 26--0.01%
Perigon Wealth Management, LLC10.61KJun 30, 26--0.01%
Financial Advisors Network, Inc.10.28KJun 30, 26--0.01%
Williams Jones Wealth Management, LLC.10.28KJun 30, 26--0.01%
SHUFRO ROSE & CO LLC10.00KJun 30, 26-2530.01%
MERCER GLOBAL ADVISORS INC /ADV3.81KJun 30, 26-14.82K0.00%
US BANCORP \DE\3.62KJun 30, 26--0.00%
WOLFF WIESE MAGANA LLC2.98KJun 30, 26--0.00%
Penserra Capital Management LLC2.92KJun 30, 26+1.95K0.00%
Atlantic Union Bankshares Corp1.94KJun 30, 26--0.00%
Ameritas Investment Partners, Inc.1.50KJun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.1.41KJun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.1.40KJun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC1.30KJun 30, 26+180.00%
Smartleaf Asset Management LLC1.10KJun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC1.02KJun 30, 26--0.00%
Mosley Wealth Management946Jun 30, 26+230.00%
Mascoma Wealth Management LLC708Jun 30, 26--0.00%
Nalls Sherbakoff Group, LLC410Jun 30, 26--0.00%
FIFTH THIRD BANCORP395Jun 30, 26--0.00%
WFA of San Diego, LLC--Jun 30, 26-2.51K--
Root Financial Partners, LLC--Jun 30, 26-1.13K--
Westshore Wealth, LLC--Jun 30, 26-10.75K--
Octavia Wealth Advisors, LLC--Jun 30, 26-11.27K--
CAPTRUST FINANCIAL ADVISORS--Jun 30, 26-10.55K--
EP Wealth Advisors, LLC--Jun 30, 26-15.98K--
Avantax Planning Partners, Inc.--Jun 30, 26-18.03K--
Prospera Financial Services Inc--Jun 30, 26-40.30K--
Cheviot Value Management, LLC--Jun 30, 26-1.72K--
Mariner, LLC--Jun 30, 26-13.34K--
EVOKE WEALTH, LLC--Jun 30, 26-401.08K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-17.11K--
Golden State Equity Partners--Jun 30, 26-12.13K--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-10.80K--
Vivaldi Capital Management LP68.30KMar 31, 26+45.28K0.07%
CWM, LLC6.31KMar 31, 26+6.31K0.01%
COMERICA BANK395Dec 31, 25--0.00%
Atria Wealth Solutions, Inc.22.11KJun 30, 25-131.82K0.02%
AVANTAX ADVISORY SERVICES, INC.10.48KJun 30, 25+10.48K0.01%
Sandy Spring Bank1.94KMar 31, 25--0.00%
Southern Style Financial, Inc.11.65KDec 31, 24+11.65K0.01%
Householder Group Estate & Retirement Specialist, LLC1.30KDec 31, 24--0.00%
RAYMOND JAMES & ASSOCIATES13.19KSep 30, 24-1.55K0.01%
Raymond James Financial Services Advisors, Inc.11.89KSep 30, 24-2.09K0.01%
CTC Capital Management, LLC10.72KMar 31, 23-7.10K0.01%
Laurel Wealth Advisors, Inc.33.73KDec 31, 22--0.04%
MARINER INDEPENDENT ADVISOR NETWORK, LLC94.53KSep 30, 22+2.43K0.10%
Covington Capital Management77.31KSep 30, 22--0.08%
Garrison Point Capital, LLC30.32KSep 30, 22--0.03%
Corient Capital Partners, LLC17.23KSep 30, 22--0.02%
BREWIN DOLPHIN LTD2.82KJun 30, 22+2.82K0.00%
Intersect Capital LLC--Jun 30, 22-37.78K--
NEXT Financial Group, Inc11.10KDec 31, 21--0.01%
REILLY FINANCIAL ADVISORS, LLC6.80KDec 31, 21--0.01%
Advisor Group, Inc.112.83KDec 31, 19-5700.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.00KDec 31, 19--0.00%
Benchmark Capital Advisors25.00KDec 31, 18--0.03%
Commonwealth Equity Services, Inc33.17KJun 30, 17+2770.04%
Integrated Wealth Management16.39KMar 31, 17--0.02%
MSI Financial Services Inc1.71KDec 31, 16+30.00%
NEW ENGLAND SECURITIES CORP /MA/700Dec 31, 14+7000.00%
UBS AG147.29KSep 30, 14+35.25K0.16%
STIFEL NICOLAUS & CO INC \MO\48.73KSep 30, 13+3.23K0.05%
First Allied Securities, Inc.14.03KJun 30, 12-5.00K0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC20.54KJun 30, 10-3850.02%

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.