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Institutional Ownership

Top 120 Institutional Holders
HolderSharesDateChange% Held
WEDBUSH SECURITIES INC51.92KSep 30, 26+27.07K0.12%
Noble Wealth Management PBC48.67KSep 30, 26-2.75K0.11%
Concurrent Investment Advisors, LLC35.35KSep 30, 26+8890.08%
VIRTUE ASSET MANAGEMENT LLC27.82KSep 30, 26-1310.06%
Stolper Co25.79KSep 30, 26-2600.06%
OPPENHEIMER & CO INC22.70KSep 30, 26--0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18.71KSep 30, 26+2.50K0.04%
Indivisible Partners18.21KSep 30, 26+2030.04%
ISLAY CAPITAL MANAGEMENT, LLC16.07KSep 30, 26+200.04%
Abel Hall, LLC15.00KSep 30, 26--0.03%
Meadowbrook Wealth Management, LLC13.20KSep 30, 26+1.50K0.03%
HALBERT HARGROVE GLOBAL ADVISORS, LLC4.50KSep 30, 26--0.01%
CoreCap Advisors, LLC3.76KSep 30, 26+2790.01%
Cornerstone National Bank & Trust Co1.50KSep 30, 26--0.00%
Root Financial Partners, LLC1.25KSep 30, 26+1.25K0.00%
FNY Investment Advisers, LLC500Sep 30, 26--0.00%
Farther Finance Advisors, LLC400Sep 30, 26+4000.00%
HIGHLINE WEALTH PARTNERS LLC150Sep 30, 26--0.00%
IFP Advisors, Inc100Sep 30, 26--0.00%
Saba Capital Management, L.P.6.42MJun 30, 26--14.35%
RIVERNORTH CAPITAL MANAGEMENT, LLC1.10MJun 30, 26-37.09K2.46%
Thomas J. Herzfeld Advisors, Inc.1.10MJun 30, 26-158.27K2.45%
WELLS FARGO & COMPANY/MN1.05MJun 30, 26+93.59K2.34%
COHEN & STEERS, INC.1.02MJun 30, 26--2.29%
UBS Group AG1.02MJun 30, 26+16.75K2.27%
ROYAL BANK OF CANADA1.00MJun 30, 26+23.79K2.24%
MORGAN STANLEY879.34KJun 30, 26-35.46K1.97%
Williams Jones Wealth Management, LLC.837.55KJun 30, 26-15.98K1.87%
BANK OF AMERICA CORP /DE/793.54KJun 30, 26+21.50K1.77%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.701.29KJun 30, 26-151.04K1.57%
ENVESTNET ASSET MANAGEMENT INC695.18KJun 30, 26-14.10K1.55%
Almitas Capital LLC549.50KJun 30, 26+8.00K1.23%
HOLLENCREST CAPITAL MANAGEMENT489.83KJun 30, 26+5.07K1.10%
STIFEL FINANCIAL CORP388.77KJun 30, 26+57.09K0.87%
Advisors Asset Management, Inc.341.81KJun 30, 26+2.78K0.76%
Pathstone Holdings, LLC308.99KJun 30, 26-79.73K0.69%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD263.43KJun 30, 26-95.49K0.59%
Cambridge Investment Research Advisors, Inc.242.58KJun 30, 26-7.42K0.54%
RAYMOND JAMES FINANCIAL INC179.86KJun 30, 26+30.51K0.40%
Altium Capital Management LLC157.70KJun 30, 26--0.35%
FIRST TRUST ADVISORS LP116.89KJun 30, 26-2.11K0.26%
Focus Partners Wealth113.18KJun 30, 26-19.87K0.25%
Rareview Capital LLC98.72KJun 30, 26+8.71K0.22%
SMITH, MOORE & CO.88.67KJun 30, 26+1.11K0.20%
CHOREO, LLC79.53KJun 30, 26-10.10K0.18%
ELEVATION POINT WEALTH PARTNERS, LLC75.73KJun 30, 26-1000.17%
Invesco Ltd.75.45KJun 30, 26+12.07K0.17%
Vestmark Advisory Solutions, Inc.74.63KJun 30, 26-1.20K0.17%
Rockefeller Capital Management L.P.74.37KJun 30, 26+12.25K0.17%
OSAIC HOLDINGS, INC.71.65KJun 30, 26+4.74K0.16%
LPL Financial LLC58.69KJun 30, 26+5.14K0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP54.66KJun 30, 26+54.66K0.12%
NORTHERN TRUST CORP49.08KJun 30, 26--0.11%
1607 Capital Partners, LLC45.42KJun 30, 26-40.75K0.10%
Sanctuary Advisors, LLC42.63KJun 30, 26+11.35K0.10%
TOCQUEVILLE ASSET MANAGEMENT L.P.36.30KJun 30, 26--0.08%
VESTOR CAPITAL, LLC36.09KJun 30, 26+33.59K0.08%
FIRST FOUNDATION ADVISORS35.04KJun 30, 26-1650.08%
Cetera Investment Advisers34.87KJun 30, 26+2.73K0.08%
Allspring Global Investments Holdings, LLC34.83KJun 30, 26--0.08%
TRUIST FINANCIAL CORP32.05KJun 30, 26+2.38K0.07%
Atlas Wealth LLC31.58KJun 30, 26+31.58K0.07%
HighTower Advisors, LLC25.99KJun 30, 26-2.29K0.06%
Virtu Financial LLC24.14KJun 30, 26+24.14K0.05%
EVOLVE PRIVATE WEALTH, LLC23.33KJun 30, 26-6110.05%
OPPENHEIMER & CO INC22.70KJun 30, 26+4.20K0.05%
Arkadios Wealth Advisors21.02KJun 30, 26+2400.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19.78KJun 30, 26-4.46K0.04%
Aprio Wealth Management, LLC19.78KJun 30, 26--0.04%
HARBOUR INVESTMENTS, INC.19.07KJun 30, 26-7690.04%
Investment Management Trust, LLC17.87KJun 30, 26+1.13K0.04%
Essex Financial Services, Inc.17.75KJun 30, 26--0.04%
FIFTH THIRD BANCORP17.34KJun 30, 26+1.03K0.04%
Janney Montgomery Scott LLC15.78KJun 30, 26-5000.04%
Cornerstone Wealth Management, LLC14.63KJun 30, 26-7860.03%
COMMONWEALTH EQUITY SERVICES, LLC14.14KJun 30, 26+900.03%
Flatrock Wealth Partners LLC13.59KJun 30, 26+110.03%
Savvy Advisors, Inc.13.48KJun 30, 26-1.60K0.03%
Creative Planning13.25KJun 30, 26+8080.03%
CSS LLC/IL12.96KJun 30, 26+12.96K0.03%
CITADEL ADVISORS LLC12.92KJun 30, 26+12.92K0.03%
PFG Investments, LLC12.30KJun 30, 26+12.30K0.03%
Regal Investment Advisors LLC12.21KJun 30, 26--0.03%
BROWN ADVISORY INC12.02KJun 30, 26--0.03%
MAI Capital Management11.50KJun 30, 26+1.50K0.03%
&PARTNERS10.78KJun 30, 26+8350.02%
MONECO ADVISORS, LLC10.77KJun 30, 26+10.77K0.02%
Allworth Financial LP10.50KJun 30, 26--0.02%
Cynosure Group, LLC10.35KJun 30, 26+1890.02%
SPIREPOINT PRIVATE CLIENT, LLC10.32KJun 30, 26--0.02%
Alpine Global Management, LLC10.27KJun 30, 26+10.27K0.02%
IFG Advisory, LLC8.55KJun 30, 26+8.55K0.02%
Continuum Advisory, LLC6.16KJun 30, 26+6.16K0.01%
Lloyd Advisory Services, LLC.6.05KJun 30, 26+6.05K0.01%
Ancora Advisors LLC5.00KJun 30, 26--0.01%
Steward Partners Investment Advisory, LLC4.70KJun 30, 26-2.70K0.01%
KERR FINANCIAL PLANNING Corp4.65KJun 30, 26+1120.01%
US BANCORP \DE\3.78KJun 30, 26--0.01%
NewEdge Advisors, LLC2.11KJun 30, 26+380.00%
MPWM ADVISORY SOLUTIONS, LLC1.97KJun 30, 26--0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1.51KJun 30, 26+5000.00%
BESSEMER GROUP INC1.00KJun 30, 26+1.00K0.00%
Spire Wealth Management875Jun 30, 26--0.00%
Institute for Wealth Management, LLC.675Jun 30, 26+6750.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO625Jun 30, 26--0.00%
Allied Private Wealth LLC623Jun 30, 26+6230.00%
Atlantic Union Bankshares Corp600Jun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV350Jun 30, 26+3500.00%
Strategic Wealth Partners, Ltd.200Jun 30, 26--0.00%
SHP Wealth Management68Jun 30, 26--0.00%
Navis Wealth Advisors, LLC--Jun 30, 26-49.16K--
Kestra Advisory Services, LLC--Jun 30, 26-31.25K--
Cerity Partners LLC--Jun 30, 26-18.05K--
ADAPT WEALTH ADVISORS, LLC--Jun 30, 26-10.22K--
Family Manage LLC--Jun 30, 26-34.25K--
Quantinno Capital Management LP--Jun 30, 26-21.94K--
COMERICA BANK15.02KDec 31, 25-1.70K0.03%
RAYMOND JAMES & ASSOCIATES13.12KSep 30, 24-8090.03%
Relative Value Partners Group, LLC--Jun 30, 24-217.97K--
Cetera Advisor Networks LLC27.98KMar 31, 24-119.35K0.06%

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.