MVIS

Institutional Ownership

Top 225 Institutional Holders
HolderSharesDateChange% Held
Farther Finance Advisors, LLC--Sep 30, 26-5.72K--
MKD WEALTH COACHES, LLC--Sep 30, 26-42.14K--
Valeo Financial Advisors, LLC--Sep 30, 26-60.29K--
VANGUARD CAPITAL MANAGEMENT LLC14.72MJun 30, 26+1.50M63.03%
VANGUARD PORTFOLIO MANAGEMENT LLC6.23MJun 30, 26-1.68M26.68%
BlackRock, Inc.4.43MJun 30, 26-15.95M18.96%
GEODE CAPITAL MANAGEMENT, LLC3.92MJun 30, 26-3.05M16.78%
MILLENNIUM MANAGEMENT LLC2.61MJun 30, 26+2.61M11.19%
VANGUARD FIDUCIARY TRUST CO2.04MJun 30, 26+1.79K8.75%
MORGAN STANLEY1.91MJun 30, 26+1.17M8.16%
UBS Group AG1.82MJun 30, 26-631.34K7.78%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.68MJun 30, 26-446.75K7.19%
Sixth Street Partners Management Company, L.P.1.68MJun 30, 26+1.68M7.19%
STATE STREET CORP1.55MJun 30, 26-7.86M6.64%
LPL Financial LLC1.04MJun 30, 26+1.00M4.44%
BANK OF AMERICA CORP /DE/998.88KJun 30, 26-397.40K4.28%
CITADEL ADVISORS LLC988.78KJun 30, 26+146.45K4.23%
AQR CAPITAL MANAGEMENT LLC940.38KJun 30, 26+419.34K4.03%
MCF Advisors LLC918.66KJun 30, 26-1.41M3.93%
NORTHERN TRUST CORP795.10KJun 30, 26-1.48M3.41%
SUSQUEHANNA INTERNATIONAL GROUP, LLP773.11KJun 30, 26+353.03K3.31%
J. Safra Sarasin Holding AG414.88KJun 30, 26+414.88K1.78%
BSW Wealth Partners400.00KJun 30, 26--1.71%
Catalyst Funds Management Pty Ltd348.60KJun 30, 26+348.60K1.49%
GOLDMAN SACHS GROUP INC339.93KJun 30, 26-490.69K1.46%
IMC-Chicago, LLC316.65KJun 30, 26-6.76K1.36%
BARCLAYS PLC283.67KJun 30, 26+225.96K1.21%
Qube Research & Technologies Ltd240.45KJun 30, 26+240.45K1.03%
SRS Capital Advisors, Inc.223.32KJun 30, 26+103.08K0.96%
Y-Intercept (Hong Kong) Ltd192.39KJun 30, 26+192.39K0.82%
IEQ CAPITAL, LLC190.55KJun 30, 26+108.10K0.82%
Creative Planning182.53KJun 30, 26+6.08K0.78%
Invesco Ltd.173.47KJun 30, 26-57.07K0.74%
RAYMOND JAMES FINANCIAL INC158.21KJun 30, 26+9.93K0.68%
Vanguard Global Advisers, LLC134.41KJun 30, 26--0.58%
CITIGROUP INC127.67KJun 30, 26+112.25K0.55%
Mariner, LLC124.34KJun 30, 26+111.66K0.53%
Lakeside Advisors, INC.102.64KJun 30, 26--0.44%
RHUMBLINE ADVISERS99.47KJun 30, 26-224.02K0.43%
MERCER GLOBAL ADVISORS INC /ADV88.82KJun 30, 26+15.45K0.38%
Synergy Asset Management, LLC72.89KJun 30, 26+34.42K0.31%
S. R. Schill & Associates65.72KJun 30, 26--0.28%
JONES FINANCIAL COMPANIES LLLP63.63KJun 30, 26+6.82K0.27%
BNP PARIBAS ARBITRAGE, SNC63.53KJun 30, 26-7.93K0.27%
Vanguard Personalized Indexing Management, LLC63.22KJun 30, 26+63.22K0.27%
MAI Capital Management62.75KJun 30, 26+62.23K0.27%
NewEdge Advisors, LLC61.73KJun 30, 26+10.19K0.26%
Diversify Advisory Services, LLC60.00KJun 30, 26+60.00K0.26%
DIVERSIFY WEALTH MANAGEMENT, LLC60.00KJun 30, 26--0.26%
KESTRA PRIVATE WEALTH SERVICES, LLC59.71KJun 30, 26+7.95K0.26%
Winthrop Advisory Group LLC58.09KJun 30, 26+16.96K0.25%
ADVISOR GROUP HOLDINGS, INC.50.65KJun 30, 26+3.65K0.22%
JPMORGAN CHASE & CO50.35KJun 30, 26-157.69K0.22%
Engineers Gate Manager LP50.34KJun 30, 26--0.22%
GROUP ONE TRADING, L.P.50.17KJun 30, 26+50.17K0.21%
XTX Topco Ltd50.15KJun 30, 26+17.43K0.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC45.32KJun 30, 26+22.69K0.19%
Warwick Investment Management, Inc.42.62KJun 30, 26+5.00K0.18%
ROYAL BANK OF CANADA42.51KJun 30, 26-8620.18%
RENAISSANCE TECHNOLOGIES LLC41.10KJun 30, 26+41.10K0.18%
BALYASNY ASSET MANAGEMENT L.P.40.38KJun 30, 26+40.38K0.17%
Cetera Investment Advisers40.21KJun 30, 26--0.17%
STIFEL FINANCIAL CORP40.00KJun 30, 26+15.00K0.17%
PATTEN & PATTEN INC/TN38.11KJun 30, 26+38.11K0.16%
Schonfeld Strategic Advisors LLC38.00KJun 30, 26+38.00K0.16%
VICTORY CAPITAL MANAGEMENT INC37.80KJun 30, 26+3.17K0.16%
ExodusPoint Capital Management, LP36.90KJun 30, 26+36.90K0.16%
CI Private Wealth, LLC36.04KJun 30, 26+6.04K0.15%
TWO SIGMA SECURITIES, LLC35.20KJun 30, 26-13.00K0.15%
FSM Wealth Advisors, LLC30.65KJun 30, 26--0.13%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC30.30KJun 30, 26-11.00K0.13%
Inspire Advisors, LLC29.18KJun 30, 26+29.18K0.12%
HSBC HOLDINGS PLC28.71KJun 30, 26--0.12%
Bank of New York Mellon Corp27.84KJun 30, 26-669.52K0.12%
COMMONWEALTH EQUITY SERVICES, LLC27.13KJun 30, 26+15.20K0.12%
Paradigm, Strategies in Wealth Management, LLC26.00KJun 30, 26--0.11%
Invst, LLC25.08KJun 30, 26--0.11%
DnB Asset Management AS24.35KJun 30, 26--0.10%
Quantbot Technologies LP23.41KJun 30, 26+23.41K0.10%
BRIGHTON JONES LLC22.84KJun 30, 26-29.61K0.10%
Virtu Financial LLC20.98KJun 30, 26+20.98K0.09%
Atomi Financial Group, Inc.20.00KJun 30, 26+5.44K0.09%
DELTEC ASSET MANAGEMENT LLC19.00KJun 30, 26+19.00K0.08%
Cambridge Investment Research Advisors, Inc.18.66KJun 30, 26+18.66K0.08%
HighTower Advisors, LLC18.23KJun 30, 26-1.15K0.08%
Prime Capital Investment Advisors, LLC17.85KJun 30, 26--0.08%
WELLS FARGO & COMPANY/MN17.29KJun 30, 26-107.03K0.07%
FLAGSHIP HARBOR ADVISORS, LLC17.00KJun 30, 26--0.07%
Chicago Capital, LLC16.68KJun 30, 26+3.95K0.07%
Fiscal Wisdom Wealth Management, LLC15.88KJun 30, 26-21.62K0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO15.23KJun 30, 26--0.07%
SBI Securities Co., Ltd.14.80KJun 30, 26+3.15K0.06%
SG Americas Securities, LLC13.73KJun 30, 26-23.35K0.06%
AMUSSEN HUNSAKER ASSOCIATES LLC13.51KJun 30, 26-5350.06%
Allegheny Financial Group LTD12.50KJun 30, 26--0.05%
ProShare Advisors LLC12.27KJun 30, 26-38.10K0.05%
Wealthcare Advisory Partners LLC12.00KJun 30, 26--0.05%
Canvas Wealth Advisors, LLC10.30KJun 30, 26+10.30K0.04%
Federation des caisses Desjardins du Quebec10.03KJun 30, 26-9.75K0.04%
Newbridge Financial Services Group, Inc.10.00KJun 30, 26--0.04%
Paul R. Ried Financial Group, LLC10.00KJun 30, 26+10.00K0.04%
Bellwether Advisors, LLC10.00KJun 30, 26--0.04%
FULCRUM WEALTH ADVISORS, LLC10.00KJun 30, 26+10.00K0.04%
FMR LLC8.97KJun 30, 26-16.71K0.04%
Integrated Wealth Concepts LLC5.17KJun 30, 26+5.17K0.02%
NISA INVESTMENT ADVISORS, LLC4.74KJun 30, 26+4.74K0.02%
Tower Research Capital LLC (TRC)3.71KJun 30, 26-32.74K0.02%
EverSource Wealth Advisors, LLC3.06KJun 30, 26+9000.01%
Geneos Wealth Management Inc.2.45KJun 30, 26--0.01%
TD Waterhouse Canada Inc.2.03KJun 30, 26--0.01%
SIGNATUREFD, LLC1.87KJun 30, 26--0.01%
UBS ASSET MANAGEMENT AMERICAS INC1.80KJun 30, 26--0.01%
Financial Avengers, Inc.1.00KJun 30, 26--0.00%
NATIONAL BANK OF CANADA /FI/505Jun 30, 26+5050.00%
Rockefeller Capital Management L.P.500Jun 30, 26+5000.00%
Markowski Investments470Jun 30, 26+4700.00%
Cape Investment Advisory, Inc.345Jun 30, 26+3450.00%
Tradewinds Capital Management, LLC313Jun 30, 26--0.00%
US BANCORP \DE\200Jun 30, 26--0.00%
McMillan Office, Inc.161Jun 30, 26--0.00%
Optiver Holding B.V.157Jun 30, 26-1.20K0.00%
IFP Advisors, Inc136Jun 30, 26+1180.00%
PNC FINANCIAL SERVICES GROUP, INC.100Jun 30, 26+1000.00%
Bogart Wealth, LLC100Jun 30, 26--0.00%
Clearstead Advisors, LLC59Jun 30, 26+590.00%
Salomon & Ludwin, LLC48Jun 30, 26-10.00%
HUNTINGTON NATIONAL BANK25Jun 30, 26+250.00%
Smallwood Wealth Investment Management, LLC25Jun 30, 26--0.00%
PRINCIPAL FINANCIAL GROUP INC--Jun 30, 26-18.68K--
PRUDENTIAL FINANCIAL INC--Jun 30, 26-45.55K--
Essential Partners LLC--Jun 30, 26-14.16K--
Sterling Capital Management LLC--Jun 30, 26-4.92K--
THOROUGHBRED FINANCIAL SERVICES, LLC--Jun 30, 26-67.09K--
Legal & General Group Plc--Jun 30, 26-27.02K--
CAPTRUST FINANCIAL ADVISORS--Jun 30, 26-15.03K--
INTECH INVESTMENT MANAGEMENT LLC--Jun 30, 26-81.44K--
Arkadios Wealth Advisors--Jun 30, 26-12.62K--
Caitong International Asset Management Co., Ltd--Jun 30, 26-57--
Park Place Capital Corp--Jun 30, 26-1.00K--
NINE MASTS CAPITAL Ltd--Jun 30, 26-44.16K--
Strategic Wealth Partners, Ltd.--Jun 30, 26-875--
Caerus Investment Advisors, LLC--Jun 30, 26-35.87K--
Police & Firemen's Retirement System of New Jersey--Jun 30, 26-64.88K--
Atom Investors LP--Jun 30, 26-37.15K--
ALLIANCEBERNSTEIN L.P.--Jun 30, 26-261.84K--
DEUTSCHE BANK AG\--Jun 30, 26-259.02K--
Colony Group, LLC--Jun 30, 26-10.14K--
CIBC WORLD MARKET INC.--Jun 30, 26-10.73K--
Private Advisor Group, LLC--Jun 30, 26-110.76K--
TWO SIGMA INVESTMENTS, LP--Jun 30, 26-17.44K--
VOYA INVESTMENT MANAGEMENT LLC--Jun 30, 26-53.59K--
BARR E S & CO--Jun 30, 26-27.00K--
Hudson Bay Capital Management LP--Jun 30, 26-3.00M--
Quinn Opportunity Partners LLC--Jun 30, 26-20.00K--
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.--Jun 30, 26-1.99M--
COLDSTREAM CAPITAL MANAGEMENT INC--Jun 30, 26-160.04K--
Abel Hall, LLC--Jun 30, 26-19.84K--
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM--Jun 30, 26-62.76K--
ROTHSCHILD INVESTMENT LLC--Jun 30, 26-61--
Huntleigh Advisors, Inc.--Jun 30, 26-70.90K--
SOA Wealth Advisors, LLC.--Jun 30, 26-5.83K--
Birchwood Financial Partners, Inc.--Jun 30, 26-21.50K--
KIECKHEFER GROUP LLC--Jun 30, 26-101.00K--
NEW YORK STATE COMMON RETIREMENT FUND--Jun 30, 26-61.11K--
SEI INVESTMENTS CO--Jun 30, 26-25.40K--
Pallas Capital Advisors LLC--Jun 30, 26-13.52K--
Allworth Financial LP--Jun 30, 26-1.12K--
CIBC Bancorp USA Inc.--Jun 30, 26-15.40K--
Ameritas Investment Partners, Inc.--Jun 30, 26-25.05K--
Kestra Advisory Services, LLC--Jun 30, 26-14.46K--
MANUFACTURERS LIFE INSURANCE COMPANY, THE--Jun 30, 26-81.56K--
PRICE T ROWE ASSOCIATES INC /MD/--Jun 30, 26-208.73K--
Nuveen, LLC--Jun 30, 26-482.35K--
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.--Jun 30, 26-143.43K--
Squarepoint Ops LLC--Jun 30, 26-23.61K--
Russell Investments Group, Ltd.--Jun 30, 26-20.32K--
MetLife Investment Management, LLC--Jun 30, 26-52.76K--
XPONANCE, INC.--Jun 30, 26-26.37K--
FARMERS TRUST CO155.80KMar 31, 26--0.67%
CWM, LLC31.09KMar 31, 26+28.54K0.13%
VANGUARD GROUP INC23.07MDec 31, 25+2.24M98.78%
Prosperity Wealth Management, Inc.729.90KDec 31, 25-32.00K3.13%
CIBC WORLD MARKETS CORP19.94KDec 31, 25+19.94K0.09%
Stephens Consulting, LLC210Dec 31, 25--0.00%
WOLVERINE TRADING, LLC13.73KSep 30, 25+2.92K0.06%
Orion Portfolio Solutions, LLC15.00KMar 31, 25+3.07K0.06%
Nuveen Asset Management, LLC487.75KDec 31, 24--2.09%
WR Wealth Planners, LLC--Dec 31, 24-1.00K--
Raymond James Financial Services Advisors, Inc.173.72KSep 30, 24--0.74%
CEDRUS LLC30.00KSep 30, 24--0.13%
BlackRock Inc.15.30MJun 30, 24-1.96M65.51%
CREDIT SUISSE AG/254.04KMar 31, 24+6371.09%
Cetera Advisor Networks LLC21.51KMar 31, 24-4.50K0.09%
Cutler Group LLC / CA11.39KMar 31, 24-42.44K0.05%
Baystate Wealth Management LLC500Dec 31, 23--0.00%
COLONY GROUP LLC67.23KSep 30, 23--0.29%
PICTET ASSET MANAGEMENT SA21.60KJun 30, 23-4.56K0.09%
BerganKDV Wealth Management, LLC97Jun 30, 23--0.00%
Cribstone Capital Management, LLC2.00KDec 31, 22--0.01%
ACG Wealth20.00KSep 30, 22--0.09%
Karp Capital Management Corp10.00KSep 30, 22--0.04%
American Portfolios Advisors4.49KSep 30, 22--0.02%
Covington Capital Management1.00KSep 30, 22--0.00%
Spearhead Capital Advisors, LLC--Sep 30, 22-21.59K--
PARAMETRIC PORTFOLIO ASSOCIATES LLC70.67KMar 31, 22+44.11K0.30%
Amalgamated Financial Corp.26.76KMar 31, 22+26.76K0.11%
Nauset Wealth Management. LLC500Mar 31, 22+5000.00%
NEXT Financial Group, Inc9.31KDec 31, 21+9770.04%
REILLY FINANCIAL ADVISORS, LLC650Dec 31, 21--0.00%
Pratt Collard Advisory Partners LLC25.13KJun 30, 21--0.11%
Hoover Financial Advisors, Inc.835Jun 30, 21--0.00%
SMITH CAPITAL MANAGEMENT INC /AR/ADV18.38KSep 30, 20--0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.18.86KDec 31, 19-510.08%
Advisor Group, Inc.2.63KDec 31, 19--0.01%
CARL DOMINO INC80.00KSep 30, 17--0.34%
PRINCETON CAPITAL MANAGEMENT INC34.95KSep 30, 17-5.94K0.15%
Virtu KCG Holdings LLC--Jun 30, 17-13.79K--
BlackRock Institutional Trust Company, N.A.1.36MDec 31, 16--5.84%
BlackRock Fund Advisors143.94KDec 31, 16+4.02K0.62%
BLACKROCK ADVISORS LLC10.98KDec 31, 16--0.05%
BlackRock Investment Management, LLC8.96KDec 31, 16--0.04%
Seamans Capital Management, LLC479.30KSep 30, 15-2.70K2.05%
Cortex Capital Management LLC500.00KMar 31, 15+500.00K2.14%
UBS AG519Sep 30, 14-12.72K0.00%
KNIGHT CAPITAL GROUP LLC22.56KJun 30, 13-5.64K0.10%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.