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Institutional Ownership

Top 148 Institutional Holders
HolderSharesDateChange% Held
Bangor Savings Bank--Sep 30, 26-150--
MORGAN STANLEY3.84MJun 30, 26+272.43K3.94%
Polar Asset Management Partners Inc.2.35MJun 30, 26+350.00K2.41%
Kohlberg Kravis Roberts & Co. L.P.1.77MJun 30, 26-1.42M1.81%
CITADEL ADVISORS LLC1.70MJun 30, 26+559.42K1.75%
GOLDMAN SACHS GROUP INC1.45MJun 30, 26+1.44M1.49%
Jain Global LLC1.02MJun 30, 26+951.34K1.04%
Blackstone Inc.910.00KJun 30, 26+235.00K0.93%
BARCLAYS PLC850.00KJun 30, 26+311.59K0.87%
Eagle Point Credit Management LLC834.46KJun 30, 26--0.85%
ARES MANAGEMENT LLC268.56KJun 30, 26+9.87K0.28%
Freestone Capital Holdings, LLC211.42KJun 30, 26-9.96K0.22%
Alpine Global Management, LLC198.11KJun 30, 26-59.88K0.20%
J.W. COLE ADVISORS, INC.167.52KJun 30, 26+167.52K0.17%
Virtus Investment Advisers, Inc.153.50KJun 30, 26-55.14K0.16%
DELPHI FINANCIAL GROUP, INC.145.03KJun 30, 26--0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP110.33KJun 30, 26+1.83K0.11%
WEDBUSH SECURITIES INC96.23KJun 30, 26-36.90K0.10%
ADVISOR GROUP HOLDINGS, INC.91.45KJun 30, 26+21.71K0.09%
Founders Financial Alliance, LLC88.81KJun 30, 26-2.81K0.09%
LPL Financial LLC84.15KJun 30, 26-9.06K0.09%
ENVESTNET ASSET MANAGEMENT INC83.66KJun 30, 26+60.97K0.09%
JANE STREET GROUP, LLC82.45KJun 30, 26+82.45K0.08%
VARCOV Co.73.93KJun 30, 26+73.93K0.08%
Advisory Solutions Group, LLC62.94KJun 30, 26+62.94K0.06%
Kestra Advisory Services, LLC59.31KJun 30, 26+5.55K0.06%
Private Advisor Group, LLC51.07KJun 30, 26+7.40K0.05%
DRW Securities, LLC49.46KJun 30, 26+34.38K0.05%
Samalin Investment Counsel, LLC46.53KJun 30, 26-34.60K0.05%
OneAscent Family Office, LLC46.46KJun 30, 26+46.46K0.05%
Cordoba Advisory Partners LLC42.88KJun 30, 26+28.02K0.04%
BI Asset Management Fondsmaeglerselskab A/S40.73KJun 30, 26-122.17K0.04%
Cetera Investment Advisers40.53KJun 30, 26+12.03K0.04%
Apollon Wealth Management, LLC38.87KJun 30, 26+8720.04%
Marex Group plc33.91KJun 30, 26+33.91K0.03%
WESBANCO BANK INC32.09KJun 30, 26+2.00K0.03%
M&T BANK CORP30.93KJun 30, 26--0.03%
Mariner, LLC29.75KJun 30, 26+4.12K0.03%
Snowden Capital Advisors LLC27.14KJun 30, 26+6.60K0.03%
RAYMOND JAMES FINANCIAL INC26.97KJun 30, 26-6030.03%
HRT FINANCIAL LP26.23KJun 30, 26+26.23K0.03%
Global Retirement Partners, LLC25.49KJun 30, 26+25.49K0.03%
EIGHT 31 FINANCIAL LLC25.25KJun 30, 26+1.53K0.03%
Prospera Financial Services Inc22.19KJun 30, 26+7720.02%
TWO SIGMA SECURITIES, LLC22.06KJun 30, 26+22.06K0.02%
Capital CS Group, LLC20.47KJun 30, 26+1.57K0.02%
Abel Hall, LLC20.00KJun 30, 26--0.02%
COMMONWEALTH EQUITY SERVICES, LLC18.47KJun 30, 26-7.41K0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC17.39KJun 30, 26+17.39K0.02%
Fermata Advisors, LLC17.30KJun 30, 26+7600.02%
Ausdal Financial Partners, Inc.16.00KJun 30, 26--0.02%
XTX Topco Ltd13.79KJun 30, 26+13.79K0.01%
PARK AVENUE SECURITIES LLC12.13KJun 30, 26+12.13K0.01%
Sanctuary Advisors, LLC11.30KJun 30, 26+11.30K0.01%
BNP PARIBAS ARBITRAGE, SNC10.73KJun 30, 26+2.54K0.01%
CURA WEALTH ADVISORS, LLC10.25KJun 30, 26--0.01%
NWF Advisory Services Inc.10.10KJun 30, 26+10.10K0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC10.05KJun 30, 26--0.01%
Parisi Gray Wealth Management10.00KJun 30, 26--0.01%
Allworth Financial LP9.99KJun 30, 26-1.17K0.01%
Strategic Wealth Partners, Ltd.8.64KJun 30, 26+8.60K0.01%
JPMORGAN CHASE & CO7.78KJun 30, 26+3.56K0.01%
Pinnacle Wealth Planning Services, Inc.7.38KJun 30, 26+1.12K0.01%
WPG Advisers, LLC4.60KJun 30, 26+6870.00%
Triumph Capital Management4.34KJun 30, 26-2550.00%
Integrated Wealth Concepts LLC4.00KJun 30, 26+4.00K0.00%
Security National Bank4.00KJun 30, 26+4.00K0.00%
UBS Group AG3.86KJun 30, 26-130.32K0.00%
AdvisorNet Financial, Inc2.86KJun 30, 26-590.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.21KJun 30, 26-2.36K0.00%
ROYAL BANK OF CANADA2.11KJun 30, 26+1.51K0.00%
NewEdge Advisors, LLC1.94KJun 30, 26--0.00%
FIFTH THIRD BANCORP1.93KJun 30, 26+1490.00%
SWAN Capital LLC1.23KJun 30, 26--0.00%
Larson Financial Group LLC1.00KJun 30, 26+1.00K0.00%
Tower Research Capital LLC (TRC)641Jun 30, 26+6410.00%
Highland Investment Advisors LLC611Jun 30, 26+6110.00%
HIGHLINE WEALTH PARTNERS LLC600Jun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV567Jun 30, 26+5670.00%
WHITTIER TRUST CO OF NEVADA INC498Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN452Jun 30, 26-3.72K0.00%
IFP Advisors, Inc400Jun 30, 26--0.00%
Avion Wealth379Jun 30, 26+230.00%
IFG Advisory, LLC300Jun 30, 26+3000.00%
SRS Capital Advisors, Inc.258Jun 30, 26+2580.00%
Continuum Advisory, LLC146Jun 30, 26+1460.00%
Elequin Securities, LLC124Jun 30, 26+1240.00%
Federation des caisses Desjardins du Quebec100Jun 30, 26-2.82K0.00%
Rockefeller Capital Management L.P.94Jun 30, 26-1450.00%
JFS WEALTH ADVISORS, LLC26Jun 30, 26+260.00%
Quarry LP4Jun 30, 26+40.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1Jun 30, 26-4770.00%
BlackRock, Inc.1Jun 30, 26--0.00%
Entropy Technologies, LP--Jun 30, 26-29.42K--
GatePass Capital, LLC--Jun 30, 26-90.30K--
Osbon Capital Management LLC--Jun 30, 26-2.18K--
DANSKE BANK A/S--Jun 30, 26-3--
Lido Advisors, LLC--Jun 30, 26-46.47K--
Thomas J. Herzfeld Advisors, Inc.--Jun 30, 26-222.54K--
MAI Capital Management--Jun 30, 26-4--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-6.01K--
Saba Capital Management, L.P.--Jun 30, 26-1.85M--
EverSource Wealth Advisors, LLC--Jun 30, 26-7.00K--
North Ground Capital--Jun 30, 26-25.00K--
Simplify Asset Management Inc.--Jun 30, 26-100.00K--
Delta Investment Management, LLC--Jun 30, 26-11.30K--
McIlrath & Eck, LLC42.26KMar 31, 26+36.10K0.04%
Gibbs Wealth Management23.30KMar 31, 26+23.30K0.02%
Sunbelt Securities, Inc.864Mar 31, 26-2.96K0.00%
CWM, LLC81Mar 31, 26--0.00%
COMERICA BANK899Dec 31, 25+3330.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-2.29K--
NICOLET ADVISORY SERVICES, LLC--Dec 31, 25-40.77K--
Accredited Wealth Management, LLC91Sep 30, 25-9090.00%
L.M. KOHN & COMPANY--Sep 30, 25-32.70K--
Semmax Financial Advisors Inc.19.34KJun 30, 25+19.34K0.02%
Legacy Investment Solutions, LLC556Jun 30, 25+5560.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-83.06K--
Sheaff Brock Investment Advisors, LLC92.62KMar 31, 25+30.22K0.09%
Spectrum Wealth Counsel, LLC1.14KMar 31, 25+3850.00%
AlphaMark Advisors, LLC2.21KDec 31, 24+1700.00%
RE Dickinson Investment Advisors, LLC35Dec 31, 24+350.00%
RAYMOND JAMES & ASSOCIATES170.09KSep 30, 24+9.77K0.17%
Raymond James Financial Services Advisors, Inc.78.92KSep 30, 24+7.73K0.08%
Gratus Capital LLC12.00KJun 30, 24+12.00K0.01%
Cetera Advisor Networks LLC19.77KMar 31, 24+19.77K0.02%
Claybrook Capital, LLC51.37KSep 30, 23--0.05%
BDO Wealth Advisors, LLC125.48KJun 30, 23+113.86K0.13%
American Portfolios Advisors2.09KSep 30, 22--0.00%
Spectrum Management Group, LLC750Sep 30, 22--0.00%
B. Riley Wealth Management, Inc.46.09KJun 30, 22+33.63K0.05%
Cordasco Financial Network156Jun 30, 22--0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV95.90KSep 30, 21+64.20K0.10%
Winslow, Evans & Crocker, Inc.450Dec 31, 20-4500.00%
SELZ CAPITAL LLC200.00KDec 31, 19+200.00K0.20%
LADENBURG THALMANN FINANCIAL SERVICES INC.54.70KDec 31, 19+38.05K0.06%
Advisor Group, Inc.49.08KDec 31, 19+2.17K0.05%
Vantage Investment Advisors, LLC1.28KSep 30, 18+1.28K0.00%
NATIONAL PLANNING CORP--Dec 31, 17-11.10K--
Nine Chapters Capital Management LLC23.60KSep 30, 17+23.60K0.02%
Acrospire Investment Management LLC--Sep 30, 17-443--
Virtu KCG Holdings LLC41.44KJun 30, 17+29.86K0.04%
MSI Financial Services Inc8.49KDec 31, 16-6420.01%
Gupta Wealth Management LLC--Mar 31, 16-1.05K--
BAIRD ROBERT W & CO INC /WI/25.17KMar 31, 15+25.17K0.03%
UBS AG19.92KSep 30, 14+17.20K0.02%
WESTEND PARTNERS LP250Sep 30, 13+2500.00%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-11.82K--

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.