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Institutional Ownership

Top 188 Institutional Holders
HolderSharesDateChange% Held
LPL Financial LLC224.69KSep 30, 26+2.31K7.52%
UBS Group AG129.56KSep 30, 26-2.95K4.34%
RAYMOND JAMES FINANCIAL INC96.77KSep 30, 26-28.98K3.24%
Kestra Advisory Services, LLC64.14KSep 30, 26+3642.15%
Janney Montgomery Scott LLC58.53KSep 30, 26-3.87K1.96%
Private Advisor Group, LLC32.52KSep 30, 26+7791.09%
OSAIC HOLDINGS, INC.23.81KSep 30, 26+1.30K0.80%
STIFEL FINANCIAL CORP23.37KSep 30, 26-8.48K0.78%
BENJAMIN EDWARDS INC21.59KSep 30, 26-1.06K0.72%
COMMONWEALTH EQUITY SERVICES, LLC20.45KSep 30, 26-1.49K0.68%
Sigma Planning Corp20.15KSep 30, 26-8210.67%
Cambridge Investment Research Advisors, Inc.17.15KSep 30, 26-6100.57%
WealthCare Investment Partners, LLC16.93KSep 30, 26+3270.57%
Proactive Wealth Strategies LLC12.94KSep 30, 26+430.43%
FIRST TRUST ADVISORS LP10.47KSep 30, 26+2.01K0.35%
Belpointe Asset Management LLC9.57KSep 30, 26+180.32%
D.A. DAVIDSON & CO.9.40KSep 30, 26-2500.31%
HighPoint Advisor Group LLC9.31KSep 30, 26-3910.31%
Prospera Financial Services Inc8.54KSep 30, 26+8410.29%
J.W. COLE ADVISORS, INC.7.73KSep 30, 26-670.26%
JANE STREET GROUP, LLC7.53KSep 30, 26+7.53K0.25%
HARBOUR INVESTMENTS, INC.7.33KSep 30, 26-3180.25%
Stonebridge Financial Planning Group, LLC7.28KSep 30, 26+20.24%
STEPHENS INC /AR/6.70KSep 30, 26-290.22%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6.52KSep 30, 26-3150.22%
1776 Wealth LLC6.51KSep 30, 26--0.22%
Stelac Advisory Services LLC6.39KSep 30, 26--0.21%
Warner Group LLC5.43KSep 30, 26--0.18%
Ameritas Advisory Services, LLC5.24KSep 30, 26+60.18%
Capital Investment Advisory Services, LLC5.02KSep 30, 26--0.17%
Cornerstone Wealth Management, LLC4.72KSep 30, 26-1970.16%
Morey & Quinn Wealth Partners, LLC4.47KSep 30, 26--0.15%
AE Wealth Management LLC4.21KSep 30, 26-560.14%
LANARK FINANCIAL, INC.4.18KSep 30, 26-470.14%
Migdal Insurance & Financial Holdings Ltd.4.10KSep 30, 26-3050.14%
Moors & Cabot, Inc.4.04KSep 30, 26-1990.14%
Marks Group Wealth Management, Inc4.00KSep 30, 26--0.13%
Z3 Capital Partners, LLC3.99KSep 30, 26+10.13%
Stirlingshire Investments, Inc.3.45KSep 30, 26--0.12%
TRUIST FINANCIAL CORP3.24KSep 30, 26-1190.11%
RIVERCHASE WEALTH MANAGEMENT, LLC3.23KSep 30, 26--0.11%
Mariner, LLC3.03KSep 30, 26-3680.10%
JPMORGAN CHASE & CO2.95KSep 30, 26+3070.10%
MGO ONE SEVEN LLC2.40KSep 30, 26+20.08%
Ashton Thomas Private Wealth, LLC2.32KSep 30, 26--0.08%
Prasad Wealth Partners, LLC2.14KSep 30, 26+1270.07%
MONECO ADVISORS, LLC2.10KSep 30, 26--0.07%
ELEVATION POINT WEALTH PARTNERS, LLC1.88KSep 30, 26+50.06%
CHOREO, LLC1.83KSep 30, 26--0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC1.83KSep 30, 26--0.06%
PCG Wealth Advisors, LLC1.79KSep 30, 26--0.06%
HBK Sorce Advisory LLC1.74KSep 30, 26--0.06%
StoneX Group Inc.1.71KSep 30, 26+1.71K0.06%
HighTower Advisors, LLC1.71KSep 30, 26+10.06%
Merit Financial Group, LLC1.56KSep 30, 26+50.05%
RFG Advisory, LLC1.44KSep 30, 26+20.05%
Western Wealth Management, LLC1.36KSep 30, 26-150.05%
KINGSWOOD WEALTH ADVISORS, LLC1.33KSep 30, 26--0.04%
ADVISORTRUST PARTNERS, LLC1.32KSep 30, 26+1.32K0.04%
Total Clarity Wealth Management, Inc.1.30KSep 30, 26+1.30K0.04%
IFG Advisory, LLC1.27KSep 30, 26-920.04%
SIGNATUREFD, LLC1.24KSep 30, 26--0.04%
FMR LLC1.21KSep 30, 26-890.04%
Spire Wealth Management1.06KSep 30, 26--0.04%
FIFTH THIRD BANCORP953Sep 30, 26--0.03%
Highland Investment Advisors LLC699Sep 30, 26--0.02%
Arax Advisory Partners695Sep 30, 26+2000.02%
Global Retirement Partners, LLC653Sep 30, 26+10.02%
Geneos Wealth Management Inc.651Sep 30, 26--0.02%
Parallel Advisors, LLC533Sep 30, 26-770.02%
BFSG, LLC457Sep 30, 26--0.02%
CENTRAL TRUST Co410Sep 30, 26--0.01%
Rossby Financial, LCC400Sep 30, 26--0.01%
US BANCORP \DE\270Sep 30, 26--0.01%
New England Capital Financial Advisors LLC265Sep 30, 26+10.01%
CREATIVE FINANCIAL DESIGNS INC /ADV255Sep 30, 26-10.01%
Russell Investments Group, Ltd.236Sep 30, 26--0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC223Sep 30, 26+10.01%
BOLTON SECURITIES CORPORATION211Sep 30, 26+110.01%
Larson Financial Group LLC174Sep 30, 26+10.01%
Allworth Financial LP98Sep 30, 26--0.00%
Elevated Capital Advisors, LLC76Sep 30, 26--0.00%
BANK OF MONTREAL /CAN/60Sep 30, 26--0.00%
Asset Dedication, LLC60Sep 30, 26--0.00%
SIMPLEX TRADING, LLC56Sep 30, 26-1.84K0.00%
First Command Advisory Services, Inc.47Sep 30, 26+470.00%
United Financial Planning Group LLC46Sep 30, 26+460.00%
Security National Bank46Sep 30, 26-190.00%
Caldwell Trust Co40Sep 30, 26--0.00%
Darwin Wealth Management, LLC27Sep 30, 26-60.00%
Richard W. Paul & Associates, LLC16Sep 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.--Sep 30, 26-100--
Banco Santander, S.A.--Sep 30, 26-2.53K--
Financial & Tax Architects, LLC--Sep 30, 26-2.91K--
Golden State Wealth Management, LLC--Sep 30, 26-138--
Private Advisory Group LLC--Sep 30, 26-7.18K--
MORGAN STANLEY217.39KJun 30, 26+3.94K7.28%
UBS Group AG132.52KJun 30, 26-5.07K4.44%
RAYMOND JAMES FINANCIAL INC125.75KJun 30, 26+34.42K4.21%
Cetera Investment Advisers77.65KJun 30, 26-8342.60%
ROYAL BANK OF CANADA72.81KJun 30, 26-7.04K2.44%
WELLS FARGO & COMPANY/MN68.31KJun 30, 26+7.04K2.29%
BANK OF AMERICA CORP /DE/56.63KJun 30, 26-2.02K1.90%
STIFEL FINANCIAL CORP31.85KJun 30, 26-3181.07%
FLOW TRADERS U.S. LLC29.34KJun 30, 26+29.34K0.98%
SUSQUEHANNA INTERNATIONAL GROUP, LLP28.18KJun 30, 26+9.91K0.94%
OSAIC HOLDINGS, INC.22.51KJun 30, 26+4.47K0.75%
NewEdge Advisors, LLC19.73KJun 30, 26-1760.66%
PACIFIC SUN FINANCIAL CORP16.25KJun 30, 26-8450.54%
Cerity Partners LLC14.54KJun 30, 26-18.95K0.49%
NewEdge Wealth, LLC14.19KJun 30, 26--0.47%
ENVESTNET ASSET MANAGEMENT INC13.30KJun 30, 26-1.62K0.45%
Sanctuary Advisors, LLC10.74KJun 30, 26+5060.36%
Modern Wealth Management, LLC8.82KJun 30, 26+8.82K0.30%
FIRST TRUST ADVISORS LP8.47KJun 30, 26+140.28%
Forefront Wealth Partners, LLC7.46KJun 30, 26-3.09K0.25%
Stratos Wealth Partners, LTD.7.08KJun 30, 26-1220.24%
1776 Wealth LLC6.51KJun 30, 26--0.22%
Baird Financial Group, Inc.5.95KJun 30, 26-1.35K0.20%
Ameritas Advisory Services, LLC5.23KJun 30, 26+2.67K0.18%
Advyzon Investment Management, LLC5.05KJun 30, 26-7640.17%
Aptus Capital Advisors, LLC4.76KJun 30, 26+5310.16%
Steward Partners Investment Advisory, LLC4.73KJun 30, 26-1250.16%
Equitable Holdings, Inc.4.72KJun 30, 26-2520.16%
Rockefeller Capital Management L.P.4.35KJun 30, 26-4300.15%
AE Wealth Management LLC4.27KJun 30, 26-3270.14%
GUARDIAN WEALTH ADVISORS, LLC / NC4.23KJun 30, 26--0.14%
MERCER GLOBAL ADVISORS INC /ADV3.41KJun 30, 26-3.22K0.11%
JPMORGAN CHASE & CO2.64KJun 30, 26+1.47K0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.00KJun 30, 26-370.07%
&PARTNERS1.91KJun 30, 26+60.06%
Vestmark Advisory Solutions, Inc.1.87KJun 30, 26+50.06%
HRT FINANCIAL LP1.85KJun 30, 26+1.85K0.06%
Kovack Advisors, Inc.1.76KJun 30, 26+1.76K0.06%
Prepared Retirement Institute LLC1.76KJun 30, 26+1.76K0.06%
INSIGNEO ADVISORY SERVICES, LLC1.66KJun 30, 26+1.66K0.06%
Arkadios Wealth Advisors1.60KJun 30, 26-3210.05%
Gateway Wealth Partners, LLC1.57KJun 30, 26-1.74K0.05%
Sequoia Financial Advisors, LLC1.56KJun 30, 26+1.56K0.05%
Snowden Capital Advisors LLC1.35KJun 30, 26-6030.05%
Integrated Wealth Concepts LLC704Jun 30, 26+7040.02%
Arax Advisory Partners495Jun 30, 26--0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC222Jun 30, 26-440.01%
HOLLENCREST CAPITAL MANAGEMENT185Jun 30, 26+10.01%
Ameritas Investment Partners, Inc.125Jun 30, 26--0.00%
TORONTO DOMINION BANK98Jun 30, 26+980.00%
Capital Analysts, LLC93Jun 30, 26--0.00%
Qube Research & Technologies Ltd77Jun 30, 26-550.00%
Nova Wealth Management, Inc.77Jun 30, 26+770.00%
NATIONAL BANK OF CANADA /FI/58Jun 30, 26+580.00%
BFC Planning, Inc.20Jun 30, 26+200.00%
Richard W. Paul & Associates, LLC16Jun 30, 26--0.00%
GTS SECURITIES LLC--Jun 30, 26-2.99K--
CITADEL ADVISORS LLC--Jun 30, 26-2.08K--
JANE STREET GROUP, LLC--Jun 30, 26-10.37K--
Advisory Services Network, LLC--Jun 30, 26-185--
AMERIPRISE FINANCIAL INC--Jun 30, 26-7.69K--
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC--Jun 30, 26-346--
OLD MISSION CAPITAL LLC--Jun 30, 26-5.04K--
CWM, LLC9.72KMar 31, 26-680.33%
Sunbelt Securities, Inc.172Mar 31, 26+10.01%
COMERICA BANK1.10KDec 31, 25--0.04%
AVANTAX ADVISORY SERVICES, INC.100.06KJun 30, 25-2.15K3.35%
Atria Wealth Solutions, Inc.2.68KJun 30, 25--0.09%
First Horizon Advisors, Inc.--Jun 30, 25-505--
Householder Group Estate & Retirement Specialist, LLC222Dec 31, 24-880.01%
RAYMOND JAMES & ASSOCIATES63.35KSep 30, 24-3642.12%
Raymond James Financial Services Advisors, Inc.24.65KSep 30, 24+4150.83%
BENJAMIN F. EDWARDS & COMPANY, INC.55.68KJun 30, 24+3811.86%
JANICZEK WEALTH MANAGEMENT, LLC1.10KJun 30, 24+1.10K0.04%
ICA Group Wealth Management, LLC--Jun 30, 24-1.71K--
Cetera Advisor Networks LLC11.83KMar 31, 24+2710.40%
Cetera Advisors LLC6.10KMar 31, 24+6.10K0.20%
PROVENCE WEALTH MANAGEMENT GROUP68Dec 31, 23--0.00%
WEALTH ADVISORS, INC.19.50KSep 30, 23--0.65%
Kistler-Tiffany Companies, LLC47Jun 30, 23+10.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC29.26KSep 30, 22+2750.98%
American Portfolios Advisors263Sep 30, 22--0.01%
ACG Wealth--Sep 30, 22-3.11K--
Titus Wealth Management4.49KJun 30, 22+100.15%
Fieldpoint Private Securities, LLC200Jun 30, 22--0.01%
NEXT Financial Group, Inc1.05KDec 31, 21-5640.04%
Carroll Financial Associates, Inc.620Dec 31, 21--0.02%
Cascadia Advisory Services, LLC25.47KSep 30, 21-3080.85%
Ameritas Investment Company, LLC5.78KSep 30, 21+5.78K0.19%
USCA RIA LLC40.59KJun 30, 21+2.40K1.36%
Advisor Group, Inc.37.78KDec 31, 19+12.59K1.26%
LADENBURG THALMANN FINANCIAL SERVICES INC.8.22KDec 31, 19+3.69K0.28%

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

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