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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 148 Institutional Holders
HolderSharesDateChange% Held
CX Institutional2.77KSep 30, 26+6640.01%
HORIZON KINETICS ASSET MANAGEMENT LLC6.73MJun 30, 26+349.60K14.44%
SoftVest Advisors, LLC6.22MJun 30, 26--13.34%
MAD RIVER INVESTORS1.01MJun 30, 26+2.01K2.16%
SCHWARTZ INVESTMENT COUNSEL INC933.72KJun 30, 26--2.00%
FOUNDATION RESOURCE MANAGEMENT INC626.33KJun 30, 26-3.88K1.34%
Moors & Cabot, Inc.570.16KJun 30, 26-18.48K1.22%
COMMONWEALTH EQUITY SERVICES, LLC424.23KJun 30, 26+155.24K0.91%
HRT FINANCIAL LP276.00KJun 30, 26+105.18K0.59%
Advisory Services Network, LLC249.59KJun 30, 26-1.84K0.54%
WELLS FARGO & COMPANY/MN219.72KJun 30, 26-11.00K0.47%
Beacon Pointe Advisors, LLC213.30KJun 30, 26+55.47K0.46%
SEI INVESTMENTS CO211.00KJun 30, 26-211.00K0.45%
MORGAN STANLEY206.15KJun 30, 26-94.75K0.44%
Steel Peak Wealth Management LLC199.45KJun 30, 26+8.35K0.43%
LPL Financial LLC197.72KJun 30, 26-13.52K0.42%
Lido Advisors, LLC117.84KJun 30, 26-4.20K0.25%
JPMORGAN CHASE & CO109.41KJun 30, 26-17.20K0.23%
BWM Planning, LLC104.40KJun 30, 26--0.22%
RAYMOND JAMES FINANCIAL INC95.27KJun 30, 26+11.09K0.20%
Atlas Wealth Partners, LLC82.24KJun 30, 26+1.10K0.18%
JANE STREET GROUP, LLC74.23KJun 30, 26+51.99K0.16%
HighTower Advisors, LLC70.76KJun 30, 26-8280.15%
PROMETHIUM ADVISORS,LLC68.30KJun 30, 26--0.15%
BANK OF AMERICA CORP /DE/64.18KJun 30, 26+12.79K0.14%
Pathstone Holdings, LLC62.94KJun 30, 26+40.14%
Essex Financial Services, Inc.56.87KJun 30, 26-6110.12%
UBS Group AG55.06KJun 30, 26+19.75K0.12%
MOR Wealth Management, LLC52.53KJun 30, 26--0.11%
Avondale Wealth Management46.33KJun 30, 26-2.92K0.10%
Family Management Corp42.81KJun 30, 26+21.06K0.09%
Fielder Capital Group LLC41.73KJun 30, 26--0.09%
PKS Advisory Services, LLC41.14KJun 30, 26+41.14K0.09%
Walleye Capital LLC40.39KJun 30, 26+29.92K0.09%
EagleClaw Capital Managment, LLC36.60KJun 30, 26+1.15K0.08%
Capital Analysts, LLC34.56KJun 30, 26-23.02K0.07%
XTX Topco Ltd33.35KJun 30, 26+33.35K0.07%
Steward Partners Investment Advisory, LLC32.15KJun 30, 26-660.07%
CAPTRUST FINANCIAL ADVISORS26.89KJun 30, 26--0.06%
BEESE FULMER INVESTMENT MANAGEMENT, INC.26.32KJun 30, 26-3.30K0.06%
Fruth Investment Management25.40KJun 30, 26--0.05%
Financial Sense Advisors, Inc.25.05KJun 30, 26+510.05%
GROUP ONE TRADING, L.P.21.84KJun 30, 26+17.17K0.05%
ROYAL BANK OF CANADA21.32KJun 30, 26+13.80K0.05%
CI Private Wealth, LLC20.86KJun 30, 26+1.97K0.04%
Ronald Blue Trust, Inc.20.42KJun 30, 26--0.04%
Resurgent Financial Advisors LLC20.00KJun 30, 26--0.04%
Stratos Wealth Partners, LTD.19.61KJun 30, 26+300.04%
Welch Group, LLC19.30KJun 30, 26--0.04%
AMERIPRISE FINANCIAL INC18.54KJun 30, 26-1.29K0.04%
Capital Investment Advisors, LLC18.37KJun 30, 26+10.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16.64KJun 30, 26+5.18K0.04%
BRADLEY FOSTER & SARGENT INC/CT16.52KJun 30, 26-5490.04%
KINGSWOOD WEALTH ADVISORS, LLC14.77KJun 30, 26+2.33K0.03%
INGALLS & SNYDER LLC13.17KJun 30, 26-5.09K0.03%
Caption Management, LLC12.66KJun 30, 26+12.66K0.03%
Ironwood Financial, llc12.30KJun 30, 26--0.03%
FIRST FINANCIAL BANKSHARES INC12.00KJun 30, 26--0.03%
Quadrature Capital Ltd11.94KJun 30, 26-780.03%
CIBC Bancorp USA Inc.10.14KJun 30, 26+10.14K0.02%
Clark Asset Management, LLC10.00KJun 30, 26--0.02%
Foundations Investment Advisors, LLC9.95KJun 30, 26+9.95K0.02%
REUTER JAMES WEALTH MANAGEMENT, LLC9.27KJun 30, 26+9.27K0.02%
Ethos Financial Group, LLC8.50KJun 30, 26+8.50K0.02%
Toroso Investments, LLC8.44KJun 30, 26+8.44K0.02%
Post Resch Tallon Group Inc.8.40KJun 30, 26+8.40K0.02%
Argent Trust Co8.00KJun 30, 26+8.00K0.02%
Atlantic Union Bankshares Corp7.60KJun 30, 26+30.02%
PNC FINANCIAL SERVICES GROUP, INC.5.91KJun 30, 26--0.01%
Integrated Wealth Concepts LLC4.56KJun 30, 26+4.56K0.01%
State of Wyoming3.85KJun 30, 26-11.59K0.01%
NewEdge Advisors, LLC3.49KJun 30, 26+7010.01%
Pinnacle Wealth Planning Services, Inc.2.82KJun 30, 26-170.01%
SIMPLEX TRADING, LLC2.66KJun 30, 26+2.15K0.01%
Lummis Asset Management, LP1.85KJun 30, 26--0.00%
Signature Resources Capital Management, LLC1.80KJun 30, 26--0.00%
Access Investment Management LLC1.80KJun 30, 26-1.20K0.00%
Geneos Wealth Management Inc.1.50KJun 30, 26--0.00%
SIGNATUREFD, LLC1.42KJun 30, 26+1.33K0.00%
BNP PARIBAS ARBITRAGE, SNC1.26KJun 30, 26-1.31K0.00%
ADVISOR GROUP HOLDINGS, INC.1.21KJun 30, 26+500.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.1.00KJun 30, 26--0.00%
Smartleaf Asset Management LLC1.00KJun 30, 26--0.00%
United Financial Planning Group LLC1.00KJun 30, 26+1.00K0.00%
JNBA Financial Advisors579Jun 30, 26+5790.00%
BOK Financial Private Wealth, Inc.490Jun 30, 26+4900.00%
WEBSTER BANK, N. A.417Jun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.387Jun 30, 26--0.00%
Medallion Wealth Advisors, LLC384Jun 30, 26--0.00%
WealthCollab, LLC324Jun 30, 26--0.00%
Allworth Financial LP300Jun 30, 26+3000.00%
SJS Investment Consulting Inc.201Jun 30, 26--0.00%
PFS Partners, LLC200Jun 30, 26--0.00%
Fortis Group Advisors, LLC200Jun 30, 26--0.00%
CoreCap Advisors, LLC200Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC200Jun 30, 26--0.00%
ASSETMARK, INC189Jun 30, 26-110.00%
Tower Research Capital LLC (TRC)147Jun 30, 26-1.09K0.00%
Buck Wealth Strategies, LLC100Jun 30, 26+1000.00%
TD Waterhouse Canada Inc.45Jun 30, 26--0.00%
WOLFF WIESE MAGANA LLC18Jun 30, 26--0.00%
Waverly Advisors, LLC--Jun 30, 26-12.67K--
MCGUIRE CAPITAL ADVISORS INC--Jun 30, 26-47--
BARCLAYS PLC--Jun 30, 26-1.80K--
Russell Investments Group, Ltd.--Jun 30, 26-8.04K--
CITIGROUP INC--Jun 30, 26-10--
Farther Finance Advisors, LLC--Jun 30, 26-25--
Golden State Wealth Management, LLC--Jun 30, 26-2.45K--
JONES FINANCIAL COMPANIES LLLP--Jun 30, 26-303--
Hosking Partners LLP--Jun 30, 26-280.29K--
Western Wealth Management, LLC--Jun 30, 26-140--
Sunbelt Securities, Inc.87Mar 31, 26--0.00%
NAPATREE CAPITAL LLC46.27KMar 31, 25+23.71K0.10%
Sandy Spring Bank6.52KMar 31, 25--0.01%
Price Jennifer C.13.84KDec 31, 24--0.03%
Sugarloaf Wealth Management, LLC1.56KDec 31, 24+5100.00%
RAYMOND JAMES & ASSOCIATES30.40KSep 30, 24-7600.07%
PEAK6 Investments LLC7.01KSep 30, 24+7.01K0.02%
PATHSTONE FAMILY OFFICE, LLC109.65KSep 30, 23+510.24%
Antonetti Capital Management LLC10Sep 30, 23--0.00%
Silicon Hills Wealth Management, LLC9.67KJun 30, 23+9.67K0.02%
TITLEIST ASSET MANAGEMENT, LTD.10.34KDec 31, 22-6290.02%
RGT Wealth Advisors, LLC210.75KSep 30, 22--0.45%
PRICE MICHAEL F13.84KMar 31, 22--0.03%
Carroll Financial Associates, Inc.4.07KDec 31, 21+210.01%
NEXT Financial Group, Inc1.15KDec 31, 21--0.00%
FormulaFolio Investments, LLC1.00KJun 30, 21--0.00%
Price Wealth, LLC56.82KSep 30, 20--0.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.18.58KDec 31, 19-240.04%
Advisor Group, Inc.3.93KDec 31, 19-50.23K0.01%
NEXT Financial Holdings595Mar 31, 19+5950.00%
Horizon Kinetics LLC469.44KDec 31, 18-17.69K1.01%
CATAWBA CAPITAL MANAGEMENT /VA15.85KJun 30, 18-1.65K0.03%
Arthur Zaske & Associates, LLC54.59KDec 31, 17--0.12%
Hawkins Capital L.P.--Dec 31, 17-72.40K--
Acrospire Investment Management LLC--Sep 30, 17-8.64K--
Virtu KCG Holdings LLC--Jun 30, 17-11.81K--
Geduld E E20.00KDec 31, 16--0.04%
Pinnacle Summer Investments, Inc.3.31KDec 31, 15+360.01%
BAIRD ROBERT W & CO INC /WI/110.75KMar 31, 15-113.00K0.24%
Gary Goldberg Planning Services Inc400Dec 31, 14--0.00%
McAdams Wright Ragen, Inc.365.55KSep 30, 14+20.00K0.78%
UBS AG87.36KSep 30, 14-4.31K0.19%
STIFEL NICOLAUS & CO INC \MO\30.48KSep 30, 13+6000.07%
Signator Financial Services, Inc.3.80KSep 30, 13--0.01%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-13.39K--
First Allied Securities, Inc.16.21KJun 30, 12+4.70K0.03%
RBC CMA LLC18.30KJun 30, 06+18.30K0.04%

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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.