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Institutional Ownership

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

Top 166 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY1.54MJun 30, 26-24.78K12.96%
LPL Financial LLC524.95KJun 30, 26-8.90K4.41%
BANK OF AMERICA CORP /DE/371.64KJun 30, 26-7.33K3.12%
ROYAL BANK OF CANADA300.57KJun 30, 26-19.07K2.52%
MGO ONE SEVEN LLC274.46KJun 30, 26+2.19K2.30%
WELLS FARGO & COMPANY/MN262.88KJun 30, 26-7.98K2.21%
Kestra Advisory Services, LLC249.00KJun 30, 26-10.46K2.09%
RAYMOND JAMES FINANCIAL INC183.55KJun 30, 26-4.49K1.54%
UBS Group AG174.74KJun 30, 26-12.04K1.47%
Rockefeller Capital Management L.P.146.30KJun 30, 26-48.13K1.23%
GOLDMAN SACHS GROUP INC123.60KJun 30, 26+26.00K1.04%
KESTRA PRIVATE WEALTH SERVICES, LLC113.31KJun 30, 26+1.25K0.95%
Equitable Holdings, Inc.100.85KJun 30, 26-7.03K0.85%
Ameritas Advisory Services, LLC96.86KJun 30, 26+40.07K0.81%
Private Advisor Group, LLC76.26KJun 30, 26-9450.64%
Sanctuary Advisors, LLC76.04KJun 30, 26+330.64%
ENVESTNET ASSET MANAGEMENT INC66.41KJun 30, 26+1.60K0.56%
WILEY BROS.-AINTREE CAPITAL, LLC64.02KJun 30, 26-8.55K0.54%
ADVISOR GROUP HOLDINGS, INC.60.67KJun 30, 26+3.17K0.51%
NewEdge Advisors, LLC59.20KJun 30, 26+5.51K0.50%
Stratos Wealth Partners, LTD.54.91KJun 30, 26-7950.46%
MML INVESTORS SERVICES, LLC53.60KJun 30, 26+4.83K0.45%
STIFEL FINANCIAL CORP42.85KJun 30, 26-34.91K0.36%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.40.93KJun 30, 26-43.02K0.34%
AMERIPRISE FINANCIAL INC35.16KJun 30, 26-9030.30%
Avant Capital LLC34.64KJun 30, 26-1.20K0.29%
DAVENPORT & Co LLC31.37KJun 30, 26-1.58K0.26%
Caldwell Trust Co28.80KJun 30, 26-3600.24%
Apollon Financial, LLC28.64KJun 30, 26--0.24%
Janney Montgomery Scott LLC28.53KJun 30, 26+2.94K0.24%
JONES FINANCIAL COMPANIES LLLP27.69KJun 30, 26+2.43K0.23%
FLAGSHIP HARBOR ADVISORS, LLC26.33KJun 30, 26+1.13K0.22%
Beaumont Financial Advisors, LLC26.29KJun 30, 26-5370.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP23.04KJun 30, 26-5.87K0.19%
Sovereign Financial Group, Inc.22.09KJun 30, 26+1110.19%
Cetera Investment Advisers20.94KJun 30, 26+1710.18%
BXM Wealth LLC19.40KJun 30, 26+8.50K0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19.34KJun 30, 26-550.16%
Tempo Wealth, LLC18.68KJun 30, 26-2860.16%
HRT FINANCIAL LP18.22KJun 30, 26+18.22K0.15%
CITADEL ADVISORS LLC17.53KJun 30, 26+8.26K0.15%
COMMONWEALTH EQUITY SERVICES, LLC15.86KJun 30, 26-2.79K0.13%
Steward Partners Investment Advisory, LLC15.77KJun 30, 26+9.81K0.13%
Capital Advisors, Ltd. LLC15.59KJun 30, 26-960.13%
Park Edge Advisors, LLC12.72KJun 30, 26--0.11%
JPMORGAN CHASE & CO9.72KJun 30, 26+2.34K0.08%
CITIGROUP INC9.54KJun 30, 26+9.54K0.08%
USA FINANCIAL FORMULAS9.50KJun 30, 26+9.50K0.08%
Kingsview Wealth Management, LLC9.42KJun 30, 26-1.51K0.08%
TRUIST FINANCIAL CORP9.31KJun 30, 26+470.08%
Sigma Planning Corp9.23KJun 30, 26-3930.08%
Grandview Asset Management LLC9.20KJun 30, 26-1.60K0.08%
WEDBUSH SECURITIES INC9.06KJun 30, 26--0.08%
Beacon Pointe Advisors, LLC8.86KJun 30, 26+3.29K0.07%
HighTower Advisors, LLC8.73KJun 30, 26-190.07%
KERR FINANCIAL PLANNING Corp8.42KJun 30, 26+60.07%
OPPENHEIMER & CO INC8.36KJun 30, 26--0.07%
Intrepid Financial Planning Group LLC8.31KJun 30, 26-3310.07%
UBS ASSET MANAGEMENT AMERICAS INC8.10KJun 30, 26--0.07%
Madison Wealth Partners, Inc7.97KJun 30, 26-8360.07%
Focus Financial Network, Inc.7.95KJun 30, 26+300.07%
Integrated Wealth Concepts LLC7.29KJun 30, 26+70.06%
J.W. COLE ADVISORS, INC.7.27KJun 30, 26-470.06%
Elmwood Wealth Management, Inc.7.24KJun 30, 26--0.06%
Creative Planning7.18KJun 30, 26-900.06%
XTX Topco Ltd6.70KJun 30, 26+6.70K0.06%
Beacon Financial Advisory LLC6.70KJun 30, 26+230.06%
Burns Matteson Capital Management, LLC6.66KJun 30, 26-530.06%
FMR LLC6.63KJun 30, 26-330.06%
MERCER GLOBAL ADVISORS INC /ADV6.58KJun 30, 26+120.06%
Pine Valley Investments Ltd Liability Co6.29KJun 30, 26+230.05%
Vise Technologies, Inc.6.23KJun 30, 26+6.23K0.05%
FLOW TRADERS U.S. LLC6.11KJun 30, 26+6.11K0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.94KJun 30, 26-50.05%
Diligent Investors, LLC5.78KJun 30, 26-4960.05%
Symphony Financial Services, Inc.5.54KJun 30, 26-1480.05%
MTM FINANCIAL GROUP, LLC5.48KJun 30, 26--0.05%
Blue Water Asset Management5.18KJun 30, 26--0.04%
Mutual Advisors, LLC4.80KJun 30, 26+20.04%
HIGHLAND CAPITAL MANAGEMENT, LLC4.78KJun 30, 26-5000.04%
Next Level Private LLC4.64KJun 30, 26--0.04%
Capstone Wealth Management Group, Inc.4.53KJun 30, 26+4.53K0.04%
Cambridge Investment Research Advisors, Inc.4.45KJun 30, 26+20.04%
HARBOUR INVESTMENTS, INC.4.28KJun 30, 26+10.04%
Hobbs Group Advisors, LLC4.17KJun 30, 26+110.04%
StoneX Group Inc.4.06KJun 30, 26+4.06K0.03%
Tower Research Capital LLC (TRC)4.05KJun 30, 26+2.31K0.03%
Nemes Rush Group LLC4.04KJun 30, 26--0.03%
Sovran Advisors, LLC3.62KJun 30, 26--0.03%
Medallion Wealth Advisors, LLC3.42KJun 30, 26-3000.03%
FIFTH THIRD BANCORP2.99KJun 30, 26+50.03%
AE Wealth Management LLC2.77KJun 30, 26--0.02%
Miller Capital Partners, Inc.2.30KJun 30, 26--0.02%
BROWN BROTHERS HARRIMAN & CO2.17KJun 30, 26--0.02%
Providence Capital Advisors, LLC2.10KJun 30, 26+2.10K0.02%
Allied Private Wealth LLC2.02KJun 30, 26+2.02K0.02%
Smartleaf Asset Management LLC1.58KJun 30, 26--0.01%
BRYN MAWR TRUST Co1.57KJun 30, 26--0.01%
High Note Wealth, LLC1.30KJun 30, 26-4580.01%
SALEM INVESTMENT COUNSELORS INC1.25KJun 30, 26--0.01%
PRIVATE TRUST CO NA1.24KJun 30, 26--0.01%
Fourth Dimension Wealth, LLC1.15KJun 30, 26--0.01%
US BANCORP \DE\1.02KJun 30, 26--0.01%
WHITTIER TRUST CO OF NEVADA INC1.00KJun 30, 26--0.01%
Triumph Capital Management844Jun 30, 26+30.01%
NBC SECURITIES, INC.669Jun 30, 26+20.01%
TD Capital Management LLC662Jun 30, 26--0.01%
Sankala Group LLC659Jun 30, 26+170.01%
TD Waterhouse Canada Inc.500Jun 30, 26--0.00%
BLAIR WILLIAM & CO/IL476Jun 30, 26+20.00%
Princeton Global Asset Management LLC424Jun 30, 26--0.00%
BlackRock, Inc.416Jun 30, 26--0.00%
ASSETMARK, INC403Jun 30, 26--0.00%
Institute for Wealth Management, LLC.384Jun 30, 26+3840.00%
Signature Equity Partners, LLC368Jun 30, 26+10.00%
Glen Eagle Advisors, LLC327Jun 30, 26+10.00%
SRS Capital Advisors, Inc.301Jun 30, 26--0.00%
Buck Wealth Strategies, LLC263Jun 30, 26+2630.00%
SHP Wealth Management197Jun 30, 26--0.00%
Dorato Capital Management192Jun 30, 26--0.00%
Archer Investment Corp148Jun 30, 26--0.00%
CoreCap Advisors, LLC140Jun 30, 26-2430.00%
Quest 10 Wealth Builders, Inc.123Jun 30, 26--0.00%
Kingdom Financial Group LLC.117Jun 30, 26--0.00%
BANK OF MONTREAL /CAN/91Jun 30, 26--0.00%
MATHER GROUP, LLC.70Jun 30, 26--0.00%
Farther Finance Advisors, LLC52Jun 30, 26+500.00%
Aptus Capital Advisors, LLC49Jun 30, 26--0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.2Jun 30, 26--0.00%
Independent Advisor Alliance--Jun 30, 26-29.65K--
Mariner, LLC--Jun 30, 26-9.85K--
MAI Capital Management--Jun 30, 26-118--
Advisory Services Network, LLC--Jun 30, 26-2.84K--
NewEdge Wealth, LLC--Jun 30, 26-3.71K--
Atomi Financial Group, Inc.--Jun 30, 26-12.15K--
ALPS ADVISORS INC--Jun 30, 26-55.61K--
Russell Investments Group, Ltd.--Jun 30, 26-28--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-380--
LeClair Wealth Partners LLC--Jun 30, 26-5.18K--
Golden State Equity Partners--Jun 30, 26-15.26K--
Lloyd Advisory Services, LLC.--Jun 30, 26-117--
Astoria Portfolio Advisors LLC.--Jun 30, 26-4.34K--
Capstone Wealth Management Group LLC5.13KMar 31, 26--0.04%
Jackson Hole Capital Partners, LLC552Mar 31, 26--0.00%
CWM, LLC305Mar 31, 26+50.00%
USA Financial Portformulas Corp2Mar 31, 26-12.49K0.00%
ORG Partners LLC3.41KDec 31, 25+140.03%
Stephens Consulting, LLC3.29KDec 31, 25--0.03%
COMERICA BANK2.84KDec 31, 25-210.02%
OPTIMUM INVESTMENT ADVISORS303Sep 30, 25--0.00%
ACAS, LLC4.71KJun 30, 25--0.04%
Private Portfolio Partners LLC32.53KDec 31, 24+2960.27%
RAYMOND JAMES & ASSOCIATES225.90KSep 30, 24+6.36K1.90%
Raymond James Financial Services Advisors, Inc.67.47KSep 30, 24-7940.57%
EMFO, LLC1.38KJun 30, 24--0.01%
ICA Group Wealth Management, LLC--Jun 30, 24-1.25K--
Cetera Advisor Networks LLC30.27KMar 31, 24-1.62K0.25%
Retirement Group, LLC22.59KMar 31, 24+3.13K0.19%
FOCUS FINANCIAL NETWORK INC /ADV11.54KDec 31, 23+11.54K0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.6.87KSep 30, 23-6930.06%
Johnson Midwest Financial, LLC1.93KSep 30, 23--0.02%
Andesa Financial Management Inc.60.93KMar 31, 23+28.94K0.51%
Ahrens Investment Partners LLC55.16KMar 31, 23-15.06K0.46%
Beaumont Financial Partners, LLC57.10KSep 30, 22-2.02K0.48%
American Portfolios Advisors31.15KSep 30, 22-270.26%
WIPFLI FINANCIAL ADVISORS LLC,86Sep 30, 22+860.00%

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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.