NARI

Institutional Ownership

Top 41 Institutional Holders
HolderSharesDateChange% Held
Lindbrook Capital, LLC--Mar 31, 25-32--
Nuveen Asset Management, LLC458.19KDec 31, 24-2.75K0.78%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-298--
SEVEN EIGHT CAPITAL, LP21.91KSep 30, 24+21.91K0.04%
RAYMOND JAMES & ASSOCIATES14.77KSep 30, 24+8.11K0.03%
Millrace Asset Group, Inc.6.94KSep 30, 24-22.82K0.01%
VitalStone Financial, LLC24Sep 30, 24+240.00%
FinTrust Capital Advisors, LLC16Sep 30, 24--0.00%
BlackRock Inc.8.36MJun 30, 24-118.71K14.28%
BENJAMIN F. EDWARDS & COMPANY, INC.1.85KJun 30, 24+5220.00%
ICA Group Wealth Management, LLC--Jun 30, 24-85--
CREDIT SUISSE AG/1.29MMar 31, 24+115.66K2.20%
Handelsinvest Investeringsforvaltning1.87KMar 31, 24-9710.00%
Weiss Multi-Strategy Advisers LLC35.59KDec 31, 23+2.71K0.06%
Point72 Middle East FZE35.12KDec 31, 23+28.44K0.06%
PUTNAM INVESTMENTS LLC6.40KDec 31, 23-55.32K0.01%
AtonRa Partners4.19KDec 31, 23-3840.01%
DB Wealth Management Group, LLC600Dec 31, 23--0.00%
Spouting Rock Asset Management, LLC--Dec 31, 23-6.76K--
Berry Street Capital Management LLP87.50KSep 30, 23-87.50K0.15%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.8.29KSep 30, 23-20.26K0.01%
FOSTER DYKEMA CABOT & CO INC/MA--Sep 30, 23-43--
PICTET ASSET MANAGEMENT SA5.21KJun 30, 23+3750.01%
Vident Investment Advisory, LLC--Jun 30, 23-3.56K--
Kula Investments, LLC--Mar 31, 23-4.91K--
TRUSTCORE FINANCIAL SERVICES, LLC200Dec 31, 22--0.00%
EATON VANCE MANAGEMENT687.49KSep 30, 22-91.17%
FourThought Financial, LLC2.34KSep 30, 22--0.00%
American Portfolios Advisors929Sep 30, 22-2050.00%
MUFG Americas Holdings Corp800Sep 30, 22--0.00%
WIPFLI FINANCIAL ADVISORS LLC,153Sep 30, 22+1530.00%
AlphaCrest Capital Management LLC--Sep 30, 22-3.29K--
Fieldpoint Private Securities, LLC919Jun 30, 22-20.00%
Private Capital Group, LLC27Jun 30, 22--0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC47.69KMar 31, 22+11.88K0.08%
Amalgamated Financial Corp.5.63KMar 31, 22+5.63K0.01%
Carroll Financial Associates, Inc.1.11KDec 31, 21+1.11K0.00%
NEXT Financial Group, Inc152Dec 31, 21+1520.00%
Berman Capital Advisors, LLC6Sep 30, 21+20.00%
BOGLE INVESTMENT MANAGEMENT L P /DE/--Dec 31, 20-16.21K--
NumerixS Investment Technologies Inc958Jun 30, 20+9580.00%

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.