OPP

Institutional Ownership

Top 83 Institutional Holders
HolderSharesDateChange% Held
Post Resch Tallon Group Inc.38.99KSep 30, 26-4260.16%
CoreCap Advisors, LLC29.15KSep 30, 26+10.25K0.12%
Noble Wealth Management PBC5.71KSep 30, 26+1570.02%
MORGAN STANLEY2.23MJun 30, 26+32.00K9.36%
WELLS FARGO & COMPANY/MN1.65MJun 30, 26+154.43K6.94%
ROYAL BANK OF CANADA894.98KJun 30, 26-126.97K3.76%
Advisors Asset Management, Inc.672.86KJun 30, 26+152.74K2.83%
SIT INVESTMENT ASSOCIATES INC536.70KJun 30, 26+6.82K2.25%
Pathstone Holdings, LLC522.99KJun 30, 26+176.85K2.20%
RIVERBRIDGE PARTNERS LLC240.80KJun 30, 26+3.71K1.01%
J.W. COLE ADVISORS, INC.232.07KJun 30, 26+232.07K0.97%
1607 Capital Partners, LLC198.75KJun 30, 26-138.71K0.83%
NewEdge Advisors, LLC186.73KJun 30, 26+10.69K0.78%
UBS Group AG173.56KJun 30, 26-39.63K0.73%
PFG Investments, LLC137.96KJun 30, 26+1680.58%
LPL Financial LLC128.35KJun 30, 26+1.78K0.54%
Baird Financial Group, Inc.127.13KJun 30, 26+3.51K0.53%
Verity Asset Management, Inc.93.47KJun 30, 26+4.61K0.39%
ADVISOR GROUP HOLDINGS, INC.77.12KJun 30, 26-9.19K0.32%
SeaCrest Wealth Management, LLC74.14KJun 30, 26+8.48K0.31%
Yakira Capital Management, Inc.66.46KJun 30, 26-7.03K0.28%
WEDBUSH SECURITIES INC62.40KJun 30, 26--0.26%
FIRST FOUNDATION ADVISORS61.34KJun 30, 26--0.26%
Kestra Advisory Services, LLC57.02KJun 30, 26--0.24%
Next Capital Management LLC55.11KJun 30, 26--0.23%
Shaker Financial Services, LLC48.39KJun 30, 26-71.32K0.20%
Total Wealth Planning & Management, Inc.46.06KJun 30, 26+1.30K0.19%
READYSTATE ASSET MANAGEMENT LP42.96KJun 30, 26+42.96K0.18%
Closed-End Fund Advisors, Inc.42.32KJun 30, 26+1.69K0.18%
FIFTH THIRD BANCORP37.30KJun 30, 26-560.16%
CSS LLC/IL31.34KJun 30, 26--0.13%
Navis Wealth Advisors, LLC31.26KJun 30, 26+1.08K0.13%
RAYMOND JAMES FINANCIAL INC28.29KJun 30, 26+2.83K0.12%
Powell Investment Advisors, LLC27.64KJun 30, 26+2890.12%
WFA of San Diego, LLC22.00KJun 30, 26+6.83K0.09%
STIFEL FINANCIAL CORP21.82KJun 30, 26-5140.09%
Sanctuary Advisors, LLC17.80KJun 30, 26+17.80K0.07%
Perennial Investment Advisors, LLC16.27KJun 30, 26+1750.07%
COMMONWEALTH EQUITY SERVICES, LLC15.84KJun 30, 26-11.62K0.07%
Almitas Capital LLC14.51KJun 30, 26-19.45K0.06%
Advisory Solutions Group, LLC13.61KJun 30, 26+13.61K0.06%
Ausdal Financial Partners, Inc.12.77KJun 30, 26+4420.05%
Fiduciary Group LLC12.10KJun 30, 26--0.05%
Prime Capital Investment Advisors, LLC11.55KJun 30, 26-22.62K0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.45KJun 30, 26-7680.05%
HOLLENCREST CAPITAL MANAGEMENT10.95KJun 30, 26--0.05%
Rockefeller Capital Management L.P.8.52KJun 30, 26--0.04%
Global Retirement Partners, LLC6.68KJun 30, 26+6.68K0.03%
NBC SECURITIES, INC.5.08KJun 30, 26--0.02%
PNC FINANCIAL SERVICES GROUP, INC.5.00KJun 30, 26--0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2.30KJun 30, 26--0.01%
Pinnacle Wealth Planning Services, Inc.1.94KJun 30, 26--0.01%
WHITTIER TRUST CO OF NEVADA INC1.53KJun 30, 26--0.01%
WPG Advisers, LLC1.21KJun 30, 26-20.01%
HIGHLINE WEALTH PARTNERS LLC1.00KJun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC930Jun 30, 26--0.00%
Nemes Rush Group LLC800Jun 30, 26+8000.00%
Geneos Wealth Management Inc.345Jun 30, 26--0.00%
Allworth Financial LP50Jun 30, 26--0.00%
ASSETMARK, INC4Jun 30, 26--0.00%
CITADEL ADVISORS LLC--Jun 30, 26-12.02K--
HRT FINANCIAL LP--Jun 30, 26-17.89K--
Golden State Equity Partners--Jun 30, 26-16.48K--
NATIONAL BANK OF CANADA /FI/--Jun 30, 26-2.16K--
Gateway Wealth Partners, LLC--Jun 30, 26-39.23K--
Advisory Services Network, LLC--Jun 30, 26-3.37K--
Logan Stone Capital, LLC--Jun 30, 26-23.70K--
HighTower Advisors, LLC--Jun 30, 26-13.51K--
CWM, LLC384Mar 31, 26--0.00%
COMERICA BANK37.43KDec 31, 25+7.10K0.16%
ORG Partners LLC20.48KDec 31, 25--0.09%
CIBC Private Wealth Group, LLC2.17KDec 31, 25--0.01%
RAYMOND JAMES & ASSOCIATES108.83KSep 30, 24+3.88K0.46%
Ford Financial Group, LLC--Mar 31, 23-56.22K--
B. Riley Wealth Management, Inc.49.38KJun 30, 22+22.58K0.21%
PARAMETRIC PORTFOLIO ASSOCIATES LLC485.13KMar 31, 22-22.72K2.04%
Castle Financial & Retirement Planning Associates, Inc.11.00KDec 31, 21+11.00K0.05%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV67.51KSep 30, 21+11.20K0.28%
LADENBURG THALMANN FINANCIAL SERVICES INC.40.08KDec 31, 19+27.89K0.17%
Advisor Group, Inc.8.90KDec 31, 19+8.56K0.04%
BB&T SECURITIES, LLC56.02KSep 30, 19-2350.24%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD118.93KDec 31, 18+118.93K0.50%
BB&T INVESTMENT SERVICES, INC.--Dec 31, 17-2.00K--

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.