NIM(NIM)
NIM
Institutional Ownership
Top 69 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 257.64K | Sep 30, 26 | -14.81K | 2.07% |
| Hickory Point Bank & Trust | 26.50K | Sep 30, 26 | -- | 0.21% |
| Worthington Financial Partners, LLC | 24.73K | Sep 30, 26 | -- | 0.20% |
| SAX WEALTH ADVISORS, LLC | 13.92K | Sep 30, 26 | -1.28K | 0.11% |
| 1607 Capital Partners, LLC | 635.78K | Jun 30, 26 | -158.60K | 5.11% |
| MORGAN STANLEY | 610.89K | Jun 30, 26 | -27.11K | 4.91% |
| Tortoise Investment Management, LLC | 570.25K | Jun 30, 26 | -940 | 4.58% |
| JONES FINANCIAL COMPANIES LLLP | 460.47K | Jun 30, 26 | +34.30K | 3.70% |
| GUGGENHEIM CAPITAL LLC | 292.06K | Jun 30, 26 | -13.21K | 2.35% |
| Hennion & Walsh Asset Management, Inc. | 272.45K | Jun 30, 26 | -2.29K | 2.19% |
| Blake Schutter Theil Wealth Advisors, LLC | 200.06K | Jun 30, 26 | +18.63K | 1.61% |
| Whipplewood Advisors, LLC | 151.03K | Jun 30, 26 | -2.24K | 1.21% |
| UBS Group AG | 143.89K | Jun 30, 26 | +561 | 1.16% |
| BANK OF AMERICA CORP /DE/ | 140.91K | Jun 30, 26 | -5.56K | 1.13% |
| CROBAN | 137.87K | Jun 30, 26 | +657 | 1.11% |
| ROYAL BANK OF CANADA | 114.79K | Jun 30, 26 | +300 | 0.92% |
| UHLMANN PRICE SECURITIES, LLC | 101.42K | Jun 30, 26 | +9.29K | 0.81% |
| Baird Financial Group, Inc. | 77.79K | Jun 30, 26 | -6.99K | 0.63% |
| STIFEL FINANCIAL CORP | 73.88K | Jun 30, 26 | +250 | 0.59% |
| WELLS FARGO & COMPANY/MN | 57.08K | Jun 30, 26 | -1 | 0.46% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 49.88K | Jun 30, 26 | +1.22K | 0.40% |
| STEPHENS INC /AR/ | 44.00K | Jun 30, 26 | +2.50K | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 41.39K | Jun 30, 26 | +1.02K | 0.33% |
| LPL Financial LLC | 35.62K | Jun 30, 26 | -3.42K | 0.29% |
| Dorsey & Whitney Trust CO LLC | 34.35K | Jun 30, 26 | -- | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 31.69K | Jun 30, 26 | +5.73K | 0.25% |
| Anchor Investment Management, LLC | 31.55K | Jun 30, 26 | -- | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 30.23K | Jun 30, 26 | -11.32K | 0.24% |
| Hilltop Holdings Inc. | 30.08K | Jun 30, 26 | +1.24K | 0.24% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.41K | Jun 30, 26 | -855 | 0.23% |
| Ackerman Capital Advisors, LLC | 26.77K | Jun 30, 26 | +2.54K | 0.22% |
| Cambridge Investment Research Advisors, Inc. | 24.82K | Jun 30, 26 | +379 | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24.64K | Jun 30, 26 | +18 | 0.20% |
| CITADEL ADVISORS LLC | 24.25K | Jun 30, 26 | -11.85K | 0.19% |
| IFP Advisors, Inc | 22.34K | Jun 30, 26 | -798 | 0.18% |
| TRUIST FINANCIAL CORP | 22.30K | Jun 30, 26 | -268 | 0.18% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 21.50K | Jun 30, 26 | -- | 0.17% |
| DAVENPORT & Co LLC | 18.76K | Jun 30, 26 | -- | 0.15% |
| SAX WEALTH ADVISORS, LLC | 15.20K | Jun 30, 26 | -3.04K | 0.12% |
| Stratos Wealth Partners, LTD. | 15.20K | Jun 30, 26 | -- | 0.12% |
| Sightline Wealth Advisors, LLC | 14.84K | Jun 30, 26 | +77 | 0.12% |
| NWF Advisory Services Inc. | 12.50K | Jun 30, 26 | -- | 0.10% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11.50K | Jun 30, 26 | -- | 0.09% |
| Cerro Pacific Wealth Advisors LLC | 11.40K | Jun 30, 26 | -- | 0.09% |
| Sigma Planning Corp | 10.93K | Jun 30, 26 | +15 | 0.09% |
| Global Retirement Partners, LLC | 7.54K | Jun 30, 26 | +7.54K | 0.06% |
| BARRETT & COMPANY, INC. | 6.00K | Jun 30, 26 | -- | 0.05% |
| Ancora Advisors, LLC | 5.71K | Jun 30, 26 | -- | 0.05% |
| MAI Capital Management | -- | Jun 30, 26 | -590 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -15.70K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -11.06K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -800 | -- |
| Midwest Trust Co | -- | Jun 30, 26 | -11.60K | -- |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | -- | Jun 30, 26 | -16.07K | -- |
| Raymond James Financial Services Advisors, Inc. | 18.89K | Sep 30, 24 | -4.35K | 0.15% |
| RAYMOND JAMES & ASSOCIATES | 13.75K | Sep 30, 24 | -574 | 0.11% |
| RAYMOND JAMES TRUST N.A. | 13.69K | Sep 30, 24 | -- | 0.11% |
| M&R CAPITAL MANAGEMENT INC | 3.30K | Sep 30, 24 | -- | 0.03% |
| Crestone Asset Management LLC | -- | Mar 31, 24 | -10.66K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.77K | Dec 31, 19 | +54 | 0.15% |
| Advisor Group, Inc. | 16.61K | Dec 31, 19 | -6.65K | 0.13% |
| Horizon Kinetics LLC | 21.50K | Dec 31, 18 | -- | 0.17% |
| Commonwealth Equity Services, Inc | 15.29K | Jun 30, 17 | -44 | 0.12% |
| Pinnacle Summer Investments, Inc. | 1.10K | Dec 31, 15 | -- | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 12.10K | Mar 31, 15 | -- | 0.10% |
| 1919 Investment Counsel, LLC | 166.42K | Sep 30, 14 | -395 | 1.34% |
| UBS AG | 154.62K | Sep 30, 14 | +14.02K | 1.24% |
| KNIGHT CAPITAL GROUP LLC | 11.70K | Jun 30, 13 | +11.70K | 0.09% |
| First Allied Securities, Inc. | 6.75K | Jun 30, 12 | +3.52K | 0.05% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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