OIA(OIA)
OIA
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 107 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1.26M | Jun 30, 26 | -25.14K | 2.64% |
| GUGGENHEIM CAPITAL LLC | 889.36K | Jun 30, 26 | -66.91K | 1.87% |
| RAYMOND JAMES FINANCIAL INC | 694.94K | Jun 30, 26 | -49.14K | 1.46% |
| BANK OF AMERICA CORP /DE/ | 692.45K | Jun 30, 26 | -167.51K | 1.45% |
| AMERIPRISE FINANCIAL INC | 565.99K | Jun 30, 26 | -4.69K | 1.19% |
| MORGAN STANLEY | 430.53K | Jun 30, 26 | +8.84K | 0.90% |
| WELLS FARGO & COMPANY/MN | 323.01K | Jun 30, 26 | +26.99K | 0.68% |
| VAN ECK ASSOCIATES CORP | 284.49K | Jun 30, 26 | +10.08K | 0.60% |
| UBS Group AG | 267.64K | Jun 30, 26 | -2.98K | 0.56% |
| COMMONWEALTH EQUITY SERVICES, LLC | 259.11K | Jun 30, 26 | +11.71K | 0.54% |
| PNC FINANCIAL SERVICES GROUP, INC. | 243.49K | Jun 30, 26 | +19.89K | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 206.28K | Jun 30, 26 | +69.09K | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 162.36K | Jun 30, 26 | +19.62K | 0.34% |
| LPL Financial LLC | 152.97K | Jun 30, 26 | -9.17K | 0.32% |
| Invesco Ltd. | 142.15K | Jun 30, 26 | +78.29K | 0.30% |
| Cambridge Investment Research Advisors, Inc. | 117.08K | Jun 30, 26 | +2.34K | 0.25% |
| Cetera Investment Advisers | 103.51K | Jun 30, 26 | +6.99K | 0.22% |
| NewEdge Advisors, LLC | 99.45K | Jun 30, 26 | +45.74K | 0.21% |
| MML INVESTORS SERVICES, LLC | 76.12K | Jun 30, 26 | +5.77K | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 74.78K | Jun 30, 26 | -- | 0.16% |
| Savvy Advisors, Inc. | 74.60K | Jun 30, 26 | -5.45K | 0.16% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 62.34K | Jun 30, 26 | +62.34K | 0.13% |
| Janney Montgomery Scott LLC | 62.27K | Jun 30, 26 | +225 | 0.13% |
| HighTower Advisors, LLC | 56.68K | Jun 30, 26 | +796 | 0.12% |
| Midwest Trust Co | 43.01K | Jun 30, 26 | -- | 0.09% |
| Everstar Asset Management, LLC | 39.51K | Jun 30, 26 | -2.79K | 0.08% |
| Insight Wealth Strategies, LLC | 39.21K | Jun 30, 26 | +250 | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37.98K | Jun 30, 26 | -- | 0.08% |
| ROYAL BANK OF CANADA | 37.90K | Jun 30, 26 | +146 | 0.08% |
| Rockefeller Capital Management L.P. | 35.34K | Jun 30, 26 | -6.62K | 0.07% |
| Burford Brothers, Inc. | 34.47K | Jun 30, 26 | -- | 0.07% |
| Sanctuary Advisors, LLC | 31.00K | Jun 30, 26 | -- | 0.07% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 28.79K | Jun 30, 26 | -- | 0.06% |
| IHT Wealth Management, LLC | 28.01K | Jun 30, 26 | -4.71K | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 27.99K | Jun 30, 26 | +27.99K | 0.06% |
| Stronghold Wealth Management L.L.C. | 25.81K | Jun 30, 26 | -- | 0.05% |
| Concurrent Investment Advisors, LLC | 25.65K | Jun 30, 26 | -- | 0.05% |
| Bank of New York Mellon Corp | 22.86K | Jun 30, 26 | +22.86K | 0.05% |
| Southern Financial Group, LLC | 20.99K | Jun 30, 26 | -1 | 0.04% |
| Camelot Portfolios, LLC | 20.00K | Jun 30, 26 | -- | 0.04% |
| NOMURA HOLDINGS INC | 20.00K | Jun 30, 26 | +20.00K | 0.04% |
| Phoenix Wealth Advisors | 19.53K | Jun 30, 26 | -- | 0.04% |
| RFG Advisory, LLC | 18.45K | Jun 30, 26 | +252 | 0.04% |
| River Street Advisors LLC | 18.45K | Jun 30, 26 | -- | 0.04% |
| Genesee Capital Advisors, LLC | 17.83K | Jun 30, 26 | -- | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17.78K | Jun 30, 26 | -- | 0.04% |
| Advisor OS, LLC | 16.98K | Jun 30, 26 | -- | 0.04% |
| Pathway Financial Advisers, LLC | 16.78K | Jun 30, 26 | +154 | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.49K | Jun 30, 26 | +16.49K | 0.03% |
| Baird Financial Group, Inc. | 16.02K | Jun 30, 26 | -- | 0.03% |
| Nuveen, LLC | 15.97K | Jun 30, 26 | -- | 0.03% |
| MCF Advisors LLC | 15.41K | Jun 30, 26 | -- | 0.03% |
| Creekside Partners | 14.89K | Jun 30, 26 | -- | 0.03% |
| VISTA INVESTMENT PARTNERS II, LLC | 13.95K | Jun 30, 26 | -- | 0.03% |
| Fortitude Advisory Group L.L.C. | 13.47K | Jun 30, 26 | -- | 0.03% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 12.91K | Jun 30, 26 | -- | 0.03% |
| NWF Advisory Services Inc. | 12.17K | Jun 30, 26 | -- | 0.03% |
| Mariner, LLC | 11.18K | Jun 30, 26 | -4.09K | 0.02% |
| Cornerstone Wealth Management, LLC | 11.06K | Jun 30, 26 | -- | 0.02% |
| ENTREWEALTH, LLC | 10.74K | Jun 30, 26 | -- | 0.02% |
| AssuredPartners Investment Advisors, LLC | 10.71K | Jun 30, 26 | +19 | 0.02% |
| Providence First Trust Co | 10.00K | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 8.68K | Jun 30, 26 | +7.41K | 0.02% |
| Steward Partners Investment Advisory, LLC | 4.70K | Jun 30, 26 | -- | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 4.44K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| NBT BANK N A /NY | 1.82K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 741 | Jun 30, 26 | +741 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 600 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 500 | Jun 30, 26 | -- | 0.00% |
| Operose Advisors LLC | 271 | Jun 30, 26 | +271 | 0.00% |
| Larson Financial Group LLC | 100 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -12.58K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -11.24K | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -300 | -- |
| TRUIST FINANCIAL CORP | -- | Jun 30, 26 | -19.17K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -1.15K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -3.66K | -- |
| Fisher Asset Management, LLC | -- | Jun 30, 26 | -12.85K | -- |
| Arlington Capital Management, Inc. | -- | Jun 30, 26 | -34.85K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 87.52K | Jun 30, 25 | +8.56K | 0.18% |
| First Horizon Advisors, Inc. | 500 | Jun 30, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -25.86K | -- |
| Nuveen Asset Management, LLC | 27.02K | Dec 31, 24 | +14.96K | 0.06% |
| Fairhaven Wealth Management, LLC | 18.45K | Dec 31, 24 | -- | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 139.44K | Sep 30, 24 | +14.60K | 0.29% |
| RAYMOND JAMES & ASSOCIATES | 84.34K | Sep 30, 24 | -5.29K | 0.18% |
| Cetera Advisor Networks LLC | 18.72K | Mar 31, 24 | -- | 0.04% |
| Kistler-Tiffany Companies, LLC | 6.27K | Jun 30, 23 | +6.27K | 0.01% |
| Baldrige Asset Management LLC | 8.00K | Mar 31, 23 | -- | 0.02% |
| Legacy Wealth Planning, LLC | 15.28K | Sep 30, 22 | -- | 0.03% |
| Winslow, Evans & Crocker, Inc. | 2.15K | Dec 31, 20 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 17.47K | Sep 30, 20 | -- | 0.04% |
| Partnervest Advisory Services LLC | -- | Sep 30, 20 | -10.31K | -- |
| TRUEWEALTH LLC | 557 | Jun 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 164.52K | Dec 31, 19 | +13.53K | 0.35% |
| Advisor Group, Inc. | 26.55K | Dec 31, 19 | +14.38K | 0.06% |
| Allegis Investment Advisors, LLC | 22.11K | Mar 31, 18 | -- | 0.05% |
| Commonwealth Equity Services, Inc | 22.74K | Jun 30, 17 | -3.45K | 0.05% |
| MSI Financial Services Inc | 62.47K | Dec 31, 16 | -3.15K | 0.13% |
| TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 69.54K | Dec 31, 15 | -5.88K | 0.15% |
| Pinnacle Summer Investments, Inc. | 1.09K | Dec 31, 15 | -- | 0.00% |
| UBS AG | 89.90K | Sep 30, 14 | +8.85K | 0.19% |
| First Allied Securities, Inc. | 6.00K | Jun 30, 12 | -- | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 188.44K | Jun 30, 10 | +188.44K | 0.40% |
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