NBDS

Institutional Ownership

Top 12 Institutional Holders
HolderSharesDateChange% Held
Neuberger Berman Group LLC2.93MJun 30, 26+2.50M402.47%
J.W. COLE ADVISORS, INC.25.91KJun 30, 26+25.91K3.56%
TFB Advisors LLC22.30KJun 30, 26--3.07%
ASSETMARK, INC17.02KJun 30, 26+2.45K2.34%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.80KJun 30, 26+6.80K0.94%
LPL Financial LLC5.01KJun 30, 26+5.01K0.69%
Ameritas Advisory Services, LLC1.92KJun 30, 26+1.92K0.26%
UBS Group AG125Jun 30, 26-150.02%
MORGAN STANLEY1Jun 30, 26--0.00%
ROYAL BANK OF CANADA--Jun 30, 26-6.02K--
JPMORGAN CHASE & CO--Jun 30, 26-10.04K--
Planning Capital Management Corp1Sep 30, 24+10.00%

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.