SA
NUHY

Institutional Ownership

Top 95 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY502.45KSep 30, 26+25.06K9.18%
Bank of New York Mellon Corp466.94KSep 30, 26+98.41K8.53%
Cambridge Investment Research Advisors, Inc.354.70KSep 30, 26+23.62K6.48%
SEI INVESTMENTS CO216.80KSep 30, 26+20.69K3.96%
LPL Financial LLC174.99KSep 30, 26+10.59K3.20%
rebel Financial LLC130.90KSep 30, 26+23.08K2.39%
UBS Group AG128.04KSep 30, 26+5452.34%
Stewardship Advisors, LLC106.78KSep 30, 26-5031.95%
Prime Capital Investment Advisors, LLC70.61KSep 30, 26+8.89K1.29%
ASSETMARK, INC64.61KSep 30, 26+3.58K1.18%
JANE STREET GROUP, LLC60.37KSep 30, 26+39.20K1.10%
NATURAL INVESTMENTS, LLC45.93KSep 30, 26+19.88K0.84%
CRUX WEALTH ADVISORS42.35KSep 30, 26+9.25K0.77%
Western Wealth Management, LLC41.17KSep 30, 26-9490.75%
Olde Wealth Management, LLC34.74KSep 30, 26+190.63%
Creative Planning33.74KSep 30, 26-8600.62%
BRIGHTON JONES LLC31.85KSep 30, 26+5350.58%
NewEdge Advisors, LLC22.93KSep 30, 26-2390.42%
RMG Wealth Management LLC22.77KSep 30, 26+22.77K0.42%
Perigon Wealth Management, LLC22.45KSep 30, 26-1.05K0.41%
RAYMOND JAMES FINANCIAL INC19.72KSep 30, 26+3.31K0.36%
Moss Adams Wealth Advisors LLC19.70KSep 30, 26+1.85K0.36%
FLOW TRADERS U.S. LLC17.90KSep 30, 26-3.98K0.33%
GRIMES & Co WEALTH MANAGEMENT, LLC15.64KSep 30, 26+15.64K0.29%
Livet Wealth, LLC14.77KSep 30, 26+2800.27%
Cetera Investment Advisers14.24KSep 30, 26-1.33K0.26%
Vontobel Holding Ltd.13.30KSep 30, 26-3130.24%
Legacy Financial Advisors, Inc.13.04KSep 30, 26+2190.24%
Orion Porfolio Solutions, LLC12.21KSep 30, 26+12.21K0.22%
US BANCORP \DE\11.80KSep 30, 26-1720.22%
Friedenthal Financial9.66KSep 30, 26+7070.18%
Farther Finance Advisors, LLC9.50KSep 30, 26+9.39K0.17%
BLUELINE ADVISORS LLC8.67KSep 30, 26+650.16%
OSAIC HOLDINGS, INC.8.05KSep 30, 26-2250.15%
4Thought Financial Group Inc.5.88KSep 30, 26+1240.11%
Continuum Advisory, LLC4.62KSep 30, 26+10.08%
FIFTH THIRD BANCORP4.00KSep 30, 26-9420.07%
Financial Gravity Asset Management, Inc.3.88KSep 30, 26+3.88K0.07%
Ameritas Investment Partners, Inc.2.85KSep 30, 26+270.05%
MATHER GROUP, LLC.2.79KSep 30, 26+150.05%
Quaker Wealth Management, LLC2.05KSep 30, 26+30.04%
Rossby Financial, LCC1.43KSep 30, 26+3800.03%
Smartleaf Asset Management LLC1.27KSep 30, 26+9750.02%
MJT & Associates Financial Advisory Group, Inc.1.20KSep 30, 26+810.02%
Aptus Capital Advisors, LLC868Sep 30, 26--0.02%
Hickory Point Bank & Trust805Sep 30, 26+8050.01%
Kingdom Financial Group LLC.668Sep 30, 26+40.01%
Rockefeller Capital Management L.P.532Sep 30, 26--0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV425Sep 30, 26+200.01%
Godfrey Financial Associates, Inc.254Sep 30, 26--0.00%
IFP Advisors, Inc186Sep 30, 26+1220.00%
EverSource Wealth Advisors, LLC166Sep 30, 26--0.00%
HARBOUR INVESTMENTS, INC.162Sep 30, 26--0.00%
JPMORGAN CHASE & CO118Sep 30, 26+150.00%
FMR LLC38Sep 30, 26--0.00%
Steward Partners Investment Advisory, LLC19Sep 30, 26+190.00%
AdvisorNet Financial, Inc--Sep 30, 26-4.66K--
MML INVESTORS SERVICES, LLC--Sep 30, 26-47.69K--
Institute for Wealth Management, LLC.--Sep 30, 26-1.05K--
ENVESTNET ASSET MANAGEMENT INC555.06KJun 30, 26+38.73K10.14%
MORGAN STANLEY477.39KJun 30, 26+18.67K8.72%
BANK OF AMERICA CORP /DE/202.54KJun 30, 26+26.45K3.70%
WELLS FARGO & COMPANY/MN113.94KJun 30, 26-9842.08%
Vestmark Advisory Solutions, Inc.49.41KJun 30, 26-9.66K0.90%
MML INVESTORS SERVICES, LLC47.69KJun 30, 26+360.87%
SageView Advisory Group, LLC34.46KJun 30, 26+1700.63%
NewEdge Advisors, LLC23.17KJun 30, 26-2.13K0.42%
FLOW TRADERS U.S. LLC21.88KJun 30, 26+21.88K0.40%
RAYMOND JAMES FINANCIAL INC16.41KJun 30, 26+8400.30%
Cetera Investment Advisers15.57KJun 30, 26+3.87K0.28%
Beacon Pointe Advisors, LLC10.10KJun 30, 26+5770.18%
OSAIC HOLDINGS, INC.8.28KJun 30, 26-800.15%
Continuum Advisory, LLC4.62KJun 30, 26+4.62K0.08%
Financial Gravity Companies, Inc.3.73KJun 30, 26+3.73K0.07%
Ameritas Investment Partners, Inc.2.82KJun 30, 26-1240.05%
ROYAL BANK OF CANADA2.12KJun 30, 26+30.04%
Rockefeller Capital Management L.P.532Jun 30, 26+5320.01%
Integrated Wealth Concepts LLC505Jun 30, 26+5050.01%
MERCER GLOBAL ADVISORS INC /ADV117Jun 30, 26+1170.00%
JPMORGAN CHASE & CO103Jun 30, 26-18.19K0.00%
Advisory Services Network, LLC--Jun 30, 26-59--
WealthShield Partners, LLC--Jun 30, 26-9.15K--
CWM, LLC25.32KMar 31, 26-3180.46%
Financial Gravity Asset Management, Inc.3.55KMar 31, 26+70.06%
COMERICA BANK5.51KDec 31, 25-9270.10%
Blue Barn Wealth, LLC--Dec 31, 25-15.69K--
GPS Wealth Strategies Group, LLC--Dec 31, 25-29.59K--
RAYMOND JAMES & ASSOCIATES16.22KSep 30, 24+1.37K0.30%
Cetera Advisor Networks LLC34.48KMar 31, 24-1.30K0.63%
Adroit Compliance, LLC19.96KDec 31, 23+19.96K0.36%
TIEDEMANN ADVISORS, LLC--Sep 30, 23-12.00K--
PFS INVESTMENTS INC.63.60KJun 30, 23-7841.16%
Sargent Bickham Lagudis LLC14.88KDec 31, 22-7330.27%
Covington Capital Management240Sep 30, 22--0.00%
NEXT Financial Group, Inc1.82KDec 31, 21+1.82K0.03%

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.