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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 179 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC14.99KSep 30, 26+4.01K0.01%
Ballew Advisors, Inc10.53KSep 30, 26+4430.01%
MORGAN STANLEY5.18MJun 30, 26+88.02K3.63%
UBS Group AG3.64MJun 30, 26+75.84K2.56%
ROYAL BANK OF CANADA2.45MJun 30, 26+106.39K1.72%
WELLS FARGO & COMPANY/MN2.24MJun 30, 26-132.14K1.57%
Cerity Partners LLC1.73MJun 30, 26-11.37K1.22%
COHEN & STEERS, INC.1.29MJun 30, 26+19.26K0.90%
Invesco Ltd.1.03MJun 30, 26+41.75K0.72%
GUGGENHEIM CAPITAL LLC842.29KJun 30, 26-23.10K0.59%
BANK OF AMERICA CORP /DE/840.31KJun 30, 26-4850.59%
Cercano Management LLC783.31KJun 30, 26+783.31K0.55%
RAYMOND JAMES FINANCIAL INC653.87KJun 30, 26-3.69K0.46%
COMMONWEALTH EQUITY SERVICES, LLC649.62KJun 30, 26-6.91K0.46%
HighTower Advisors, LLC575.32KJun 30, 26+8.32K0.40%
Cetera Investment Advisers457.62KJun 30, 26+262.04K0.32%
LPL Financial LLC373.29KJun 30, 26+7.56K0.26%
LEAVELL INVESTMENT MANAGEMENT, INC.363.12KJun 30, 26-29.72K0.25%
J.W. COLE ADVISORS, INC.357.23KJun 30, 26+357.23K0.25%
Private Advisor Group, LLC281.83KJun 30, 26-4.40K0.20%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC279.25KJun 30, 26-47.78K0.20%
Cornerstone Advisory, LLC278.91KJun 30, 26-27.13K0.20%
ADVISOR GROUP HOLDINGS, INC.278.16KJun 30, 26+57.38K0.20%
Element Wealth, LLC224.13KJun 30, 26-3690.16%
Capital Investment Advisors, LLC190.57KJun 30, 26-6.42K0.13%
Venture Visionary Partners LLC187.53KJun 30, 26--0.13%
Cambridge Investment Research Advisors, Inc.184.76KJun 30, 26-3.06K0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC179.55KJun 30, 26+145.96K0.13%
Belpointe Asset Management LLC163.92KJun 30, 26+56.55K0.12%
Estate Planners Group, LLC151.16KJun 30, 26-140.11%
INDEPENDENT FINANCIAL GROUP, LLC125.67KJun 30, 26+1.51K0.09%
Sanctuary Advisors, LLC110.47KJun 30, 26+99.47K0.08%
WEDBUSH SECURITIES INC110.37KJun 30, 26+11.04K0.08%
Concurrent Investment Advisors, LLC99.53KJun 30, 26+1.75K0.07%
NewEdge Advisors, LLC97.17KJun 30, 26-78.70K0.07%
Triumph Capital Management96.75KJun 30, 26+7.12K0.07%
Kestra Advisory Services, LLC94.94KJun 30, 26+51.78K0.07%
Palogic Value Management, L.P.93.18KJun 30, 26+3.00K0.07%
ENVESTNET ASSET MANAGEMENT INC86.31KJun 30, 26+39.16K0.06%
Shaker Financial Services, LLC85.18KJun 30, 26-43.35K0.06%
Anchor Capital Management Group Inc84.50KJun 30, 26-50.00K0.06%
Americana Partners, LLC79.32KJun 30, 26--0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77.79KJun 30, 26+8.79K0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP74.34KJun 30, 26+10.81K0.05%
WILEY BROS.-AINTREE CAPITAL, LLC73.47KJun 30, 26-59.30K0.05%
XTX Topco Ltd69.24KJun 30, 26+8.97K0.05%
Thomas J. Herzfeld Advisors, Inc.66.75KJun 30, 26--0.05%
Goldstone Financial Group, LLC62.74KJun 30, 26-1.87K0.04%
JANE STREET GROUP, LLC58.74KJun 30, 26-116.69K0.04%
RFG Advisory, LLC52.83KJun 30, 26+7600.04%
Bramshill Investments, LLC52.69KJun 30, 26+5770.04%
AlphaCore Capital LLC50.84KJun 30, 26+1.01K0.04%
HBK Sorce Advisory LLC50.00KJun 30, 26--0.04%
Samalin Investment Counsel, LLC49.51KJun 30, 26-16.05K0.03%
MCDONALD PARTNERS LLC46.00KJun 30, 26--0.03%
Meadowbrook Wealth Management, LLC43.27KJun 30, 26+43.27K0.03%
STIFEL FINANCIAL CORP43.08KJun 30, 26-7340.03%
Maridea Wealth Management LLC41.53KJun 30, 26+4.10K0.03%
Rockefeller Capital Management L.P.35.54KJun 30, 26-2010.02%
CreativeOne Wealth, LLC35.50KJun 30, 26-1300.02%
FIFTH THIRD BANCORP34.79KJun 30, 26+10.99K0.02%
TWO SIGMA SECURITIES, LLC31.96KJun 30, 26+31.96K0.02%
CENTRAL TRUST Co31.50KJun 30, 26--0.02%
Stratos Wealth Partners, LTD.31.42KJun 30, 26-1350.02%
Fund Advisors of America Inc/FL30.73KJun 30, 26+4850.02%
PFG Investments, LLC29.78KJun 30, 26-3540.02%
DAVENPORT & Co LLC27.99KJun 30, 26-3620.02%
MorganRosel Wealth Management, LLC27.44KJun 30, 26+27.44K0.02%
Crumly & Associates Inc.27.00KJun 30, 26+2.00K0.02%
Brookwood Investment Group LLC26.95KJun 30, 26+4.58K0.02%
WEST MICHIGAN ADVISORS, LLC25.00KJun 30, 26--0.02%
Accredited Investors Inc.25.00KJun 30, 26+25.00K0.02%
FIRST FOUNDATION ADVISORS24.93KJun 30, 26--0.02%
D.A. DAVIDSON & CO.22.99KJun 30, 26+2140.02%
Integrity Advisory Solutions, LLC21.43KJun 30, 26+21.43K0.02%
AE Wealth Management LLC21.15KJun 30, 26+5.65K0.01%
NWF Advisory Services Inc.20.68KJun 30, 26+4.57K0.01%
VestGen Advisors, LLC19.82KJun 30, 26+330.01%
Creative Planning19.60KJun 30, 26-2.92K0.01%
StoneX Group Inc.19.35KJun 30, 26-1.80K0.01%
Williams Jones Wealth Management, LLC.19.27KJun 30, 26--0.01%
Essential Investment Partners LLC18.50KJun 30, 26-1.50K0.01%
MML INVESTORS SERVICES, LLC18.32KJun 30, 26+650.01%
Traynor Capital Management, Inc.18.20KJun 30, 26+18.20K0.01%
Pensionmark Financial Group, LLC17.49KJun 30, 26-5720.01%
SCOTIA CAPITAL INC.16.76KJun 30, 26-2500.01%
COURIER CAPITAL LLC16.27KJun 30, 26--0.01%
Gridiron Partners, LLC15.00KJun 30, 26-11.43K0.01%
HRT FINANCIAL LP14.81KJun 30, 26+14.81K0.01%
Sovran Advisors, LLC14.37KJun 30, 26+5850.01%
Perigon Wealth Management, LLC14.00KJun 30, 26+3270.01%
NOMURA HOLDINGS INC14.00KJun 30, 26+14.00K0.01%
Buska Wealth Management, LLC13.73KJun 30, 26-7.41K0.01%
Onyx Bridge Wealth Group LLC13.17KJun 30, 26--0.01%
BOOTHBAY FUND MANAGEMENT, LLC12.94KJun 30, 26+12.94K0.01%
KINGSWOOD WEALTH ADVISORS, LLC12.17KJun 30, 26+7400.01%
Mariner, LLC11.40KJun 30, 26+11.40K0.01%
Equitable Holdings, Inc.10.83KJun 30, 26+2000.01%
Clearview Wealth Management LLC10.81KJun 30, 26-5.54K0.01%
Beacon Financial Advisory LLC10.75KJun 30, 26+1070.01%
BlackRock, Inc.10.72KJun 30, 26-40.01%
Sigma Planning Corp10.68KJun 30, 26+10.68K0.01%
BURNEY CO/10.60KJun 30, 26--0.01%
Clearstead Advisors, LLC10.59KJun 30, 26+10.59K0.01%
CAPTRUST FINANCIAL ADVISORS10.44KJun 30, 26+10.44K0.01%
TCG Advisory Services, LLC10.21KJun 30, 26--0.01%
Connecticut Wealth Management, LLC10.18KJun 30, 26+10.18K0.01%
Ballew Advisors, Inc10.09KJun 30, 26+10.09K0.01%
McAlister, Sweet & Associates, Inc.10.03KJun 30, 26+10.03K0.01%
Ethos Financial Group, LLC10.00KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV8.85KJun 30, 26-3.70K0.01%
TD Waterhouse Canada Inc.8.50KJun 30, 26+7000.01%
NATIONAL BANK OF CANADA /FI/8.03KJun 30, 26--0.01%
EverSource Wealth Advisors, LLC7.00KJun 30, 26--0.00%
Spire Wealth Management5.73KJun 30, 26+2.00K0.00%
IFP Advisors, Inc5.50KJun 30, 26--0.00%
Activest Wealth Management4.95KJun 30, 26--0.00%
Ameritas Advisory Services, LLC4.28KJun 30, 26+4.28K0.00%
HUNTINGTON NATIONAL BANK3.78KJun 30, 26--0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.3.75KJun 30, 26+3.75K0.00%
Steward Partners Investment Advisory, LLC3.75KJun 30, 26-50.00%
Bank of New Hampshire3.73KJun 30, 26--0.00%
CoreCap Advisors, LLC2.60KJun 30, 26-2030.00%
Integrated Wealth Concepts LLC2.46KJun 30, 26+2.46K0.00%
Financial Management Professionals, Inc.2.04KJun 30, 26+580.00%
Larson Financial Group LLC1.93KJun 30, 26--0.00%
FNY Investment Advisers, LLC1.60KJun 30, 26--0.00%
Geneos Wealth Management Inc.1.44KJun 30, 26--0.00%
SRS Capital Advisors, Inc.1.40KJun 30, 26+9010.00%
CALDWELL SUTTER CAPITAL, INC.1.38KJun 30, 26+1.04K0.00%
Aspect Partners, LLC1.31KJun 30, 26+380.00%
SHP Wealth Management859Jun 30, 26+170.00%
SOA Wealth Advisors, LLC.821Jun 30, 26-490.00%
IFG Advisory, LLC778Jun 30, 26+7780.00%
Osbon Capital Management LLC634Jun 30, 26-2.97K0.00%
HARBOUR INVESTMENTS, INC.549Jun 30, 26-9840.00%
TOTH FINANCIAL ADVISORY CORP400Jun 30, 26--0.00%
WOLFF WIESE MAGANA LLC260Jun 30, 26+1800.00%
HIGHLINE WEALTH PARTNERS LLC200Jun 30, 26--0.00%
VALLEY NATIONAL ADVISERS INC75Jun 30, 26+750.00%
Navis Wealth Advisors, LLC--Jun 30, 26-90.52K--
Advisory Services Network, LLC--Jun 30, 26-3.38K--
Gateway Wealth Partners, LLC--Jun 30, 26-11.22K--
Boreal Capital Management LLC--Jun 30, 26-1--
Beaird Harris Wealth Management, LLC--Jun 30, 26-547--
IHT Wealth Management, LLC--Jun 30, 26-15.98K--
SIT INVESTMENT ASSOCIATES INC--Jun 30, 26-60.51K--
Logan Stone Capital, LLC--Jun 30, 26-44.06K--
LOWE BROCKENBROUGH & CO INC--Jun 30, 26-12.05K--
Tennessee Valley Asset Management Partners--Jun 30, 26-15.78K--
Private Wealth Asset Management, LLC--Jun 30, 26-20.48K--
Shay Capital LLC--Jun 30, 26-27.72K--
Sound Income Strategies, LLC--Jun 30, 26-300--
Allworth Financial LP--Jun 30, 26-1.03K--
FIRST TRUST ADVISORS LP--Jun 30, 26-45.22K--
Carnegie Capital Asset Management, LLC--Jun 30, 26-15.00K--
RIVERNORTH CAPITAL MANAGEMENT, LLC--Jun 30, 26-95.65K--
CWM, LLC23.24KMar 31, 26+10.06K0.02%
Anfield Capital Management, LLC7.15KMar 31, 26--0.01%
Sunbelt Securities, Inc.3.00KMar 31, 26-31.58K0.00%
SOL Capital Management CO--Mar 31, 26-1.70M--
Jaffetilchin Investment Partners, LLC--Mar 31, 26-21.21K--
COMERICA BANK72.11KDec 31, 25+58.31K0.05%
CIBC Private Wealth Group, LLC2.30KDec 31, 25--0.00%
OPTIMUM INVESTMENT ADVISORS16.00KSep 30, 25--0.01%
AllSquare Wealth Management LLC1.20KSep 30, 25--0.00%
Atria Wealth Solutions, Inc.37.70KJun 30, 25-1.88K0.03%
Lindbrook Capital, LLC15.29KMar 31, 25+7.29K0.01%
HBC Financial Services, PLLC7.50KDec 31, 24--0.01%
Raymond James Financial Services Advisors, Inc.222.33KSep 30, 24+8.46K0.16%
RAYMOND JAMES & ASSOCIATES26.60KSep 30, 24-1.36K0.02%
Biechele Royce Advisors15.40KSep 30, 24--0.01%
Cetera Advisor Networks LLC25.07KMar 31, 24+3.76K0.02%
HighTower Trust Company, N.A.13.03KMar 31, 23--0.01%
CFO4Life, L.P.32.79KDec 31, 22+32.79K0.02%
DOWLING & YAHNKE LLC17.30KSep 30, 22+17.30K0.01%
American Portfolios Advisors6.33KSep 30, 22-6400.00%
FourThought Financial, LLC193Sep 30, 22+1930.00%
ACG Wealth--Sep 30, 22-1.05K--

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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.