PCQ

Institutional Ownership

Top 110 Institutional Holders
HolderSharesDateChange% Held
Williams & Novak, LLC476.15KSep 30, 26+110.95K0.85%
Farther Finance Advisors, LLC18.48KSep 30, 26-1.01K0.03%
Noble Wealth Management PBC10.93KSep 30, 26-2.72K0.02%
RIVERNORTH CAPITAL MANAGEMENT, LLC2.58MJun 30, 26+63.01K4.59%
Karpus Management, Inc.2.03MJun 30, 26+252.55K3.62%
Advisors Asset Management, Inc.1.65MJun 30, 26+438.72K2.94%
GUGGENHEIM CAPITAL LLC1.18MJun 30, 26-262.08K2.10%
TORONTO DOMINION BANK1.16MJun 30, 26+20.77K2.06%
Matisse Capital848.72KJun 30, 26-17.70K1.51%
Saba Capital Management, L.P.725.01KJun 30, 26+32.95K1.29%
Almitas Capital LLC710.60KJun 30, 26+93.59K1.27%
ROBINSON CAPITAL MANAGEMENT, LLC637.26KJun 30, 26+49.79K1.14%
Hennion & Walsh Asset Management, Inc.538.72KJun 30, 26-151.76K0.96%
Logan Stone Capital, LLC476.43KJun 30, 26-160.81K0.85%
MORGAN STANLEY434.93KJun 30, 26-36.68K0.77%
LPL Financial LLC422.81KJun 30, 26+78.84K0.75%
SIT INVESTMENT ASSOCIATES INC421.95KJun 30, 26+5.00K0.75%
Williams & Novak, LLC365.20KJun 30, 26-38.38K0.65%
Altium Capital Management LP333.09KJun 30, 26--0.59%
WHITEBOX ADVISORS LLC284.47KJun 30, 26--0.51%
Bank of New York Mellon Corp246.04KJun 30, 26-80.44%
FIRST FOUNDATION ADVISORS223.99KJun 30, 26-2760.40%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD201.59KJun 30, 26--0.36%
Professional Financial Management, Inc.200.58KJun 30, 26-5.66K0.36%
MELFA WEALTH MANAGEMENT, LLC193.42KJun 30, 26-6.75K0.34%
Thomas J. Herzfeld Advisors, Inc.185.47KJun 30, 26+106.24K0.33%
Fiera Capital Corp174.85KJun 30, 26-6.35K0.31%
Rockefeller Capital Management L.P.165.87KJun 30, 26+20.14K0.30%
Core Wealth Partners LLC163.76KJun 30, 26+270.29%
RIVERBRIDGE PARTNERS LLC161.37KJun 30, 26-4920.29%
WELLS FARGO & COMPANY/MN125.37KJun 30, 26+4.00K0.22%
BANK OF AMERICA CORP /DE/114.17KJun 30, 26+12.50K0.20%
Closed-End Fund Advisors, Inc.104.58KJun 30, 26-4.68K0.19%
UBS Group AG95.76KJun 30, 26+18.35K0.17%
WEDBUSH SECURITIES INC88.33KJun 30, 26+9.39K0.16%
Baird Financial Group, Inc.84.11KJun 30, 26+15.64K0.15%
Summit Financial, LLC80.11KJun 30, 26-29.11K0.14%
Integrated Wealth Concepts LLC78.19KJun 30, 26-3.95K0.14%
Summit Trail Advisors, LLC75.77KJun 30, 26-2.83K0.13%
CAPSTONE INVESTMENT ADVISORS, LLC71.58KJun 30, 26--0.13%
Stonebridge Financial Group, LLC/CA71.58KJun 30, 26+71.58K0.13%
ADVISOR GROUP HOLDINGS, INC.70.06KJun 30, 26+46.92K0.12%
RAYMOND JAMES FINANCIAL INC69.89KJun 30, 26+9.97K0.12%
Dakota Wealth Management59.59KJun 30, 26+8.70K0.11%
Rareview Capital LLC55.69KJun 30, 26+380.10%
JANE STREET GROUP, LLC53.78KJun 30, 26+53.78K0.10%
PFG Investments, LLC52.56KJun 30, 26-5.30K0.09%
Ackerman Capital Advisors, LLC49.73KJun 30, 26-21.96K0.09%
MAI Capital Management43.55KJun 30, 26+23.45K0.08%
XTX Topco Ltd43.03KJun 30, 26+43.03K0.08%
Beacon Pointe Advisors, LLC42.03KJun 30, 26+42.03K0.07%
ROYAL BANK OF CANADA37.76KJun 30, 26+6.14K0.07%
Intellectus Partners, LLC36.07KJun 30, 26--0.06%
Ducere Wealth Management LLC35.29KJun 30, 26--0.06%
TCG Advisory Services, LLC32.30KJun 30, 26--0.06%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28.71KJun 30, 26--0.05%
HighTower Advisors, LLC27.57KJun 30, 26+17.01K0.05%
NORDEN GROUP LLC24.95KJun 30, 26--0.04%
COMMONWEALTH EQUITY SERVICES, LLC23.99KJun 30, 26+1.20K0.04%
EVOLVE PRIVATE WEALTH, LLC22.24KJun 30, 26-4.00K0.04%
Whipplewood Advisors, LLC21.44KJun 30, 26+9630.04%
STIFEL FINANCIAL CORP20.57KJun 30, 26-2.76K0.04%
Sowell Financial Services LLC19.92KJun 30, 26-1.16K0.04%
Cambridge Investment Research Advisors, Inc.19.69KJun 30, 26-16.89K0.04%
Western Wealth Management, LLC19.59KJun 30, 26-8.82K0.03%
Morse Asset Management, Inc18.71KJun 30, 26+1.17K0.03%
Choate Investment Advisors18.40KJun 30, 26--0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.84KJun 30, 26+17.84K0.03%
Wellspring Financial Advisors, LLC17.46KJun 30, 26+17.46K0.03%
Cetera Investment Advisers14.84KJun 30, 26+810.03%
SEAMOUNT FINANCIAL GROUP INC14.44KJun 30, 26--0.03%
Tortoise Investment Management, LLC13.86KJun 30, 26+13.86K0.02%
J.W. COLE ADVISORS, INC.12.52KJun 30, 26+12.52K0.02%
Pasadena Private Wealth, LLC12.50KJun 30, 26--0.02%
Pure Financial Advisors, LLC12.38KJun 30, 26--0.02%
Mutual Advisors, LLC10.80KJun 30, 26+10.80K0.02%
Smartleaf Asset Management LLC3.12KJun 30, 26--0.01%
HOLLENCREST CAPITAL MANAGEMENT1.63KJun 30, 26--0.00%
JPMORGAN CHASE & CO701Jun 30, 26--0.00%
Golden State Equity Partners601Jun 30, 26-2.00K0.00%
Mascoma Wealth Management LLC252Jun 30, 26--0.00%
FNY Investment Advisers, LLC200Jun 30, 26--0.00%
WHITTIER TRUST CO1Jun 30, 26--0.00%
NBT BANK N A /NY--Jun 30, 26-722--
EVOKE WEALTH, LLC--Jun 30, 26-45.48K--
Verition Fund Management LLC--Jun 30, 26-338.16K--
BANK OF MONTREAL /CAN/--Jun 30, 26-13.13K--
Stratos Wealth Partners, LTD.--Jun 30, 26-34.00K--
FIFTH THIRD BANCORP--Jun 30, 26-62--
Marex Group plc--Jun 30, 26-11.00K--
Granite Investment Partners, LLC--Jun 30, 26-12.11K--
Golden State Wealth Management, LLC--Jun 30, 26-3.06K--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC--Jun 30, 26-24.13K--
Catalina Capital Group, LLC32.70KMar 31, 26+160.06%
Vivaldi Capital Management LP30.88KMar 31, 26+170.06%
JOURNEY STRATEGIC WEALTH LLC17.00KMar 31, 26--0.03%
CWM, LLC3.50KMar 31, 26+1.50K0.01%
COMERICA BANK62Dec 31, 25--0.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-14.11K--
GAMBLE JONES INVESTMENT COUNSEL25.00KDec 31, 22--0.04%
NEXT Financial Group, Inc1.10KDec 31, 21-4000.00%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)24.14KJun 30, 21--0.04%
First Allied Advisory Services, Inc.30.49KSep 30, 20-1.09K0.05%
Squar Milner Financial Services LLC24.95KMar 31, 20--0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.59.81KDec 31, 19+4.15K0.11%
Advisor Group, Inc.54.77KDec 31, 19+5.77K0.10%
Commonwealth Equity Services, Inc31.12KJun 30, 17+3090.06%
MSI Financial Services Inc1.15KDec 31, 16+3020.00%
UBS AG99.97KSep 30, 14+10.00K0.18%
First Allied Securities, Inc.5.77KJun 30, 12+1.87K0.01%

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.