OFS

Institutional Ownership

Top 50 Institutional Holders
HolderSharesDateChange% Held
Callodine Capital Management, LP107.35KJun 30, 26+107.35K0.80%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC98.65KJun 30, 26-11.30K0.74%
Virtus Investment Advisers, Inc.90.19KJun 30, 26-2.48K0.67%
RMB Capital Management, LLC65.00KJun 30, 26+65.00K0.49%
Vident Advisory, LLC41.78KJun 30, 26-7.46K0.31%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34.83KJun 30, 26-26.36K0.26%
Concorde Asset Management, LLC33.55KJun 30, 26+15.45K0.25%
MORGAN STANLEY27.56KJun 30, 26-12.00K0.21%
Arkadios Wealth Advisors26.79KJun 30, 26-9.00K0.20%
SOA Wealth Advisors, LLC.19.67KJun 30, 26--0.15%
WILEY BROS.-AINTREE CAPITAL, LLC13.50KJun 30, 26--0.10%
Sanctuary Advisors, LLC12.10KJun 30, 26--0.09%
Janney Montgomery Scott LLC11.75KJun 30, 26-1.50K0.09%
ROYAL BANK OF CANADA7.50KJun 30, 26-3.00K0.06%
LGT Financial Advisors LLC3.08KJun 30, 26--0.02%
UBS Group AG1.38KJun 30, 26-20.38K0.01%
ADVISOR GROUP HOLDINGS, INC.1.11KJun 30, 26--0.01%
NBC SECURITIES, INC.809Jun 30, 26--0.01%
SIMPLEX TRADING, LLC740Jun 30, 26-1.21K0.01%
Triumph Capital Management500Jun 30, 26--0.00%
Caitong International Asset Management Co., Ltd3Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN--Jun 30, 26-2--
MARSHALL WACE, LLP--Jun 30, 26-75.11K--
RITHOLTZ WEALTH MANAGEMENT--Jun 30, 26-11.84K--
Squarepoint Ops LLC--Jun 30, 26-50.32K--
Allworth Financial LP--Jun 30, 26-7--
TWO SIGMA INVESTMENTS, LP--Jun 30, 26-44.01K--
XTX Topco Ltd--Jun 30, 26-16.64K--
Cambridge Investment Research Advisors, Inc.--Jun 30, 26-15.04K--
Bulldog Investors, LLP--Jun 30, 26-57.64K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-23.30K--
CITIGROUP INC--Jun 30, 26-1--
CWM, LLC100Mar 31, 26+1000.00%
TWO SIGMA ADVISERS, LP109.30KDec 31, 25-67.00K0.82%
BlackRock Inc.37.99KJun 30, 24-4.01K0.28%
Farmer Steven Patrick319.25KJun 30, 22+319.25K2.38%
PARAMETRIC PORTFOLIO ASSOCIATES LLC34.65KMar 31, 22+34.65K0.26%
Carroll Financial Associates, Inc.--Dec 31, 21-700--
Kavar Capital Partners, LLC17.75KSep 30, 20--0.13%
LADENBURG THALMANN FINANCIAL SERVICES INC.40.12KDec 31, 19+36.62K0.30%
Advisor Group, Inc.700Dec 31, 19--0.01%
BB&T SECURITIES, LLC417.13KSep 30, 19-26.36K3.11%
Acrospire Investment Management LLC--Sep 30, 17-997--
TFS CAPITAL LLC41.38KJun 30, 17+41.38K0.31%
WFG Advisors, LP374Jun 30, 17+2770.00%
MSI Financial Services Inc4.86KDec 31, 16--0.04%
BlackRock Institutional Trust Company, N.A.--Dec 31, 16-2.56K--
Emerald Acquisition Ltd.--Sep 30, 16-1.91K--
UBS AG492.55KSep 30, 14-25.96K3.68%
KNIGHT CAPITAL GROUP LLC14.65KJun 30, 13+14.65K0.11%

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.