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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 259 Institutional Holders
HolderSharesDateChange% Held
PRIVATE CLIENT SERVICES, LLC12.74KSep 30, 26+12.74K0.03%
BANK OF AMERICA CORP /DE/4.50MJun 30, 26-42.73K9.64%
MORGAN STANLEY2.40MJun 30, 26+14.10K5.14%
LPL Financial LLC1.35MJun 30, 26-8.81K2.89%
WELLS FARGO & COMPANY/MN948.15KJun 30, 26+33.51K2.03%
RAYMOND JAMES FINANCIAL INC655.74KJun 30, 26+17.80K1.40%
Cetera Investment Advisers395.56KJun 30, 26-16.99K0.85%
Investors Research Corp389.73KJun 30, 26+12.52K0.83%
TWO SIGMA INVESTMENTS, LP313.70KJun 30, 26+55.70K0.67%
UBS Group AG311.99KJun 30, 26-13.64K0.67%
JONES FINANCIAL COMPANIES LLLP270.62KJun 30, 26+15.01K0.58%
Good Steward Wealth Advisors,LLC217.98KJun 30, 26-3.46K0.47%
ROYAL BANK OF CANADA208.58KJun 30, 26-46.22K0.45%
Salomon & Ludwin, LLC203.97KJun 30, 26-1.21K0.44%
AMERIPRISE FINANCIAL INC195.85KJun 30, 26-8.62K0.42%
UNITED CAPITAL FINANCIAL ADVISERS, LLC191.31KJun 30, 26-8.04K0.41%
MAI Capital Management175.00KJun 30, 26+171.32K0.37%
Capital Advisors, Ltd. LLC169.23KJun 30, 26-9620.36%
ADVISOR GROUP HOLDINGS, INC.168.24KJun 30, 26+15.52K0.36%
AlphaCore Capital LLC167.76KJun 30, 26-2.27K0.36%
FOUNDERS GROVE WEALTH PARTNERS, LLC158.93KJun 30, 26-6.07K0.34%
GHP Investment Advisors, Inc.138.49KJun 30, 26+8940.30%
COMMONWEALTH EQUITY SERVICES, LLC138.03KJun 30, 26+3.83K0.30%
IFP Advisors, Inc120.57KJun 30, 26-2.42K0.26%
Cresta Advisors, Ltd.120.23KJun 30, 26-7.56K0.26%
Sanctuary Advisors, LLC119.09KJun 30, 26+1.76K0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO108.84KJun 30, 26+2.32K0.23%
Beacon Pointe Advisors, LLC105.83KJun 30, 26+41.67K0.23%
Resources Investment Advisors, LLC.103.96KJun 30, 26+2.63K0.22%
GOLDMAN SACHS GROUP INC98.31KJun 30, 26+6.87K0.21%
Cambridge Investment Research Advisors, Inc.97.83KJun 30, 26-5.87K0.21%
Aspire Capital Advisors LLC93.65KJun 30, 26+25.09K0.20%
STIFEL FINANCIAL CORP91.62KJun 30, 26+91.62K0.20%
Wealth Alliance86.32KJun 30, 26-4750.18%
IHT Wealth Management, LLC82.30KJun 30, 26+18.77K0.18%
Equitable Holdings, Inc.81.97KJun 30, 26+20.18%
Brick & Kyle, Associates78.97KJun 30, 26--0.17%
CAPTRUST FINANCIAL ADVISORS74.03KJun 30, 26-1.11K0.16%
FIFTH THIRD BANCORP71.88KJun 30, 26-5.11K0.15%
Private Advisor Group, LLC70.41KJun 30, 26+1.65K0.15%
ENVESTNET ASSET MANAGEMENT INC68.67KJun 30, 26-64.38K0.15%
Axis Wealth Partners, LLC59.53KJun 30, 26-2.65K0.13%
MML INVESTORS SERVICES, LLC54.72KJun 30, 26+3.26K0.12%
JOHNSON INVESTMENT COUNSEL INC52.17KJun 30, 26--0.11%
Janney Montgomery Scott LLC48.78KJun 30, 26-4100.10%
New Insight Wealth Advisors46.62KJun 30, 26+13.32K0.10%
Virtu Financial LLC45.42KJun 30, 26+7.67K0.10%
SouthState Corp43.05KJun 30, 26+10.47K0.09%
Waverly Advisors, LLC42.91KJun 30, 26-25.14K0.09%
NewEdge Advisors, LLC42.15KJun 30, 26+8.50K0.09%
SRS Capital Advisors, Inc.41.96KJun 30, 26+1580.09%
AdvisorNet Financial, Inc41.74KJun 30, 26-40.07K0.09%
Prospera Financial Services Inc40.13KJun 30, 26-1.54K0.09%
BARRETT & COMPANY, INC.38.99KJun 30, 26+1090.08%
Rockefeller Capital Management L.P.37.01KJun 30, 26+1.45K0.08%
PRINCIPAL SECURITIES, INC.36.74KJun 30, 26+4.78K0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP36.32KJun 30, 26-9.56K0.08%
KINGSWOOD WEALTH ADVISORS, LLC35.39KJun 30, 26-2.98K0.08%
Creative Planning35.19KJun 30, 26+2.28K0.08%
OXFORD FINANCIAL GROUP LTD34.51KJun 30, 26--0.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC33.83KJun 30, 26-8.83K0.07%
Mariner, LLC32.76KJun 30, 26-10.70K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC32.55KJun 30, 26+1360.07%
NWF Advisory Services Inc.32.04KJun 30, 26+1550.07%
Stolper Co31.87KJun 30, 26+18.11K0.07%
BKM Wealth Management, LLC30.66KJun 30, 26-1.09K0.07%
City State Bank30.35KJun 30, 26+2.00K0.06%
CIBC Bancorp USA Inc.30.18KJun 30, 26--0.06%
FMR LLC30.13KJun 30, 26-1.33K0.06%
HARBOUR INVESTMENTS, INC.29.81KJun 30, 26+760.06%
GLOBALT Investments LLC / GA29.21KJun 30, 26-1.41K0.06%
AFT, FORSYTH & COMPANY, INC.27.66KJun 30, 26-5.67K0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25.77KJun 30, 26-10.55K0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC25.29KJun 30, 26-2170.05%
First PREMIER Bank24.68KJun 30, 26-1.18K0.05%
Institute for Wealth Management, LLC.24.45KJun 30, 26--0.05%
RMB Capital Management, LLC24.45KJun 30, 26--0.05%
PFG Advisors24.33KJun 30, 26-1.43K0.05%
Sovereign Financial Group, Inc.21.62KJun 30, 26+1.42K0.05%
Colonial Trust Co / SC20.86KJun 30, 26-880.04%
Cerity Partners LLC19.35KJun 30, 26+1550.04%
TRUIST FINANCIAL CORP18.52KJun 30, 26-4000.04%
TRED AVON FAMILY WEALTH, LLC17.85KJun 30, 26--0.04%
Meridian Wealth Management, LLC16.80KJun 30, 26-5000.04%
Dynamic Advisor Solutions LLC16.77KJun 30, 26-2770.04%
Kovack Advisors, Inc.16.34KJun 30, 26+40.03%
Revisor Wealth Management LLC15.96KJun 30, 26--0.03%
Capital Investment Advisory Services, LLC15.68KJun 30, 26+40.03%
KESTRA PRIVATE WEALTH SERVICES, LLC15.29KJun 30, 26+7230.03%
SAX WEALTH ADVISORS, LLC14.50KJun 30, 26--0.03%
Wedmont Private Capital14.49KJun 30, 26-4.40K0.03%
EP Wealth Advisors, LLC14.39KJun 30, 26+14.39K0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV14.16KJun 30, 26+14.16K0.03%
MINDSET WEALTH MANAGEMENT, LLC14.04KJun 30, 26-5020.03%
Kestra Advisory Services, LLC13.93KJun 30, 26-3140.03%
Lifetime Wealth Management P.C.13.27KJun 30, 26-1620.03%
Ameritas Advisory Services, LLC13.09KJun 30, 26+13.09K0.03%
PNC FINANCIAL SERVICES GROUP, INC.13.02KJun 30, 26+80.03%
Sowell Financial Services LLC12.84KJun 30, 26-2500.03%
Chicago Partners Investment Group LLC12.79KJun 30, 26+1430.03%
PRECEDENT WEALTH PARTNERS, LLC12.73KJun 30, 26-2.48K0.03%
D. E. Shaw & Co., Inc.12.51KJun 30, 26+12.51K0.03%
Creekside Partners12.44KJun 30, 26--0.03%
Snowden Capital Advisors LLC12.26KJun 30, 26--0.03%
David J Yvars Group11.80KJun 30, 26--0.03%
Financial Insights, Inc.11.60KJun 30, 26--0.02%
MATHER GROUP, LLC.11.50KJun 30, 26--0.02%
CITADEL ADVISORS LLC11.43KJun 30, 26+11.43K0.02%
Signal Advisors Wealth, LLC10.77KJun 30, 26+7150.02%
Stratos Wealth Partners, LTD.10.62KJun 30, 26--0.02%
Colony Group, LLC10.55KJun 30, 26-20.02%
Brookwood Investment Group LLC10.54KJun 30, 26--0.02%
Kingsview Wealth Management, LLC10.34KJun 30, 26-8340.02%
Opus Capital Group, LLC9.92KJun 30, 26--0.02%
Global Retirement Partners, LLC9.91KJun 30, 26+9.91K0.02%
Herold Advisors, Inc.9.91KJun 30, 26+30.02%
WILEY BROS.-AINTREE CAPITAL, LLC9.51KJun 30, 26+9.51K0.02%
Pinnacle Financial Partners, Inc.9.47KJun 30, 26-2520.02%
Belpointe Asset Management LLC8.85KJun 30, 26+8.85K0.02%
Western Wealth Management, LLC8.82KJun 30, 26--0.02%
NTV ASSET MANAGEMENT LLC8.79KJun 30, 26+8.79K0.02%
B. Riley Wealth Advisors, Inc.8.67KJun 30, 26+8.67K0.02%
IFG Advisory, LLC8.47KJun 30, 26+8.47K0.02%
Steward Partners Investment Advisory, LLC8.05KJun 30, 26-7.00K0.02%
JPMORGAN CHASE & CO7.33KJun 30, 26-4.38K0.02%
MERCER GLOBAL ADVISORS INC /ADV6.54KJun 30, 26+6.54K0.01%
Kozak & Associates, Inc.5.82KJun 30, 26+690.01%
GILL CAPITAL PARTNERS, LLC5.67KJun 30, 26--0.01%
Cassaday & Co Wealth Management LLC5.36KJun 30, 26--0.01%
New Republic Capital, LLC5.32KJun 30, 26--0.01%
Federation des caisses Desjardins du Quebec5.18KJun 30, 26--0.01%
Tower Research Capital LLC (TRC)5.03KJun 30, 26+2.83K0.01%
PRIVATE TRUST CO NA4.77KJun 30, 26-3890.01%
Clearstead Advisors, LLC4.77KJun 30, 26+10.01%
NBC SECURITIES, INC.4.72KJun 30, 26+2.48K0.01%
Crews Bank & Trust4.69KJun 30, 26--0.01%
MeadowBrook Investment Advisors LLC4.40KJun 30, 26+4.40K0.01%
Caldwell Trust Co4.13KJun 30, 26--0.01%
Cornerstone Planning Group LLC3.75KJun 30, 26+270.01%
JPL Wealth Management, LLC3.54KJun 30, 26--0.01%
Aptus Capital Advisors, LLC3.27KJun 30, 26--0.01%
Integrated Wealth Concepts LLC2.88KJun 30, 26+2.88K0.01%
Spire Wealth Management2.84KJun 30, 26+1.12K0.01%
AE Wealth Management LLC2.77KJun 30, 26--0.01%
Geneos Wealth Management Inc.2.50KJun 30, 26--0.01%
Family Management Corp2.00KJun 30, 26--0.00%
Hurley Capital, LLC2.00KJun 30, 26--0.00%
GLENMEDE TRUST CO NA2.00KJun 30, 26-2.02K0.00%
Wagner Wealth Management, LLC1.99KJun 30, 26+230.00%
Founders Financial Alliance, LLC1.96KJun 30, 26+1.96K0.00%
Millstone Evans Group, LLC1.52KJun 30, 26--0.00%
RICHARDS, MERRILL & PETERSON, INC.1.46KJun 30, 26--0.00%
BlackRock, Inc.1.35KJun 30, 26+5500.00%
Farther Finance Advisors, LLC1.19KJun 30, 26-1.29K0.00%
Rialto Wealth Management, LLC1.17KJun 30, 26--0.00%
SIMPLEX TRADING, LLC1.15KJun 30, 26+1.15K0.00%
NBT BANK N A /NY1.14KJun 30, 26--0.00%
US BANCORP \DE\1.02KJun 30, 26+1.02K0.00%
Cornerstone Financial Management LLC1.00KJun 30, 26--0.00%
Larson Financial Group LLC1.00KJun 30, 26--0.00%
Westside Investment Management, Inc.1.00KJun 30, 26--0.00%
LGT Financial Advisors LLC1.00KJun 30, 26--0.00%
Advanced Asset Management Advisors Inc940Jun 30, 26--0.00%
HOEY INVESTMENTS, INC868Jun 30, 26--0.00%
Caitlin John, LLC800Jun 30, 26+8000.00%
Strive Financial Group ,LLC800Jun 30, 26--0.00%
CVA Family Office, LLC798Jun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC716Jun 30, 26--0.00%
CULLEN/FROST BANKERS, INC.674Jun 30, 26-13.62K0.00%
BANK OF MONTREAL /CAN/546Jun 30, 26--0.00%
Medallion Wealth Advisors, LLC540Jun 30, 26--0.00%
LOWE BROCKENBROUGH & CO INC512Jun 30, 26--0.00%
HOWE & RUSLING INC481Jun 30, 26+4810.00%
Fortitude Family Office, LLC397Jun 30, 26-1.00K0.00%
Vermillion Wealth Management, Inc.369Jun 30, 26--0.00%
Strategic Investment Solutions, Inc. /IL300Jun 30, 26--0.00%
Buck Wealth Strategies, LLC295Jun 30, 26+2950.00%
Newbridge Financial Services Group, Inc.250Jun 30, 26+2500.00%
Princeton Global Asset Management LLC231Jun 30, 26--0.00%
Ancora Advisors, LLC189Jun 30, 26+20.00%
ASSETMARK, INC172Jun 30, 26--0.00%
Dogwood Wealth Management LLC118Jun 30, 26+10.00%
Allworth Financial LP111Jun 30, 26-7020.00%
Key FInancial Inc103Jun 30, 26--0.00%
Physician Wealth Advisors, Inc.103Jun 30, 26--0.00%
Transamerica Financial Advisors, Inc.99Jun 30, 26-3.26K0.00%
LifeSteps Financial, Inc.80Jun 30, 26+800.00%
CoreCap Advisors, LLC65Jun 30, 26--0.00%
CITIGROUP INC1Jun 30, 26+10.00%
Integrated Advisors Network LLC--Jun 30, 26-14.67K--
CARDIFF PARK ADVISORS, LLC--Jun 30, 26-1.25K--
Pensionmark Financial Group, LLC--Jun 30, 26-11.30K--
EVOKE WEALTH, LLC--Jun 30, 26-171.36K--
Addison Advisors LLC--Jun 30, 26-610--
Sound Income Strategies, LLC--Jun 30, 26-508--
Clearwater Capital Advisors, LLC--Jun 30, 26-10.57K--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-19.17K--
INDEPENDENT FINANCIAL GROUP, LLC--Jun 30, 26-9.53K--
Advisory Services Network, LLC--Jun 30, 26-503--
CWM, LLC19.22KMar 31, 26+30.04%
Sunbelt Securities, Inc.822Mar 31, 26--0.00%
COMERICA BANK78.11KDec 31, 25+5220.17%
MGB Wealth Management, LLC45.67KDec 31, 25-5.00K0.10%
CIBC Private Wealth Group, LLC31.36KDec 31, 25+1.18K0.07%
GPS Wealth Strategies Group, LLC--Dec 31, 25-2.38K--
Apexium Financial, LP70.42KSep 30, 25-6.33K0.15%
SYNOVUS FINANCIAL CORP11.33KSep 30, 25-2940.02%
Bristlecone Advisors, LLC--Sep 30, 25-5.41K--
AVANTAX ADVISORY SERVICES, INC.57.90KJun 30, 25-9.60K0.12%
Family Firm, Inc.10.54KJun 30, 25--0.02%
Atria Wealth Solutions, Inc.--Jun 30, 25-12.39K--
Tyler-Stone Wealth Management--Jun 30, 25-9.65K--
CAROLINAS WEALTH CONSULTING LLC242Mar 31, 25+20.00%
Sugarloaf Wealth Management, LLC53.90KDec 31, 24+1210.12%
Bison Wealth, LLC15.17KDec 31, 24--0.03%
Raymond James Financial Services Advisors, Inc.379.36KSep 30, 24+54.59K0.81%
RAYMOND JAMES & ASSOCIATES268.16KSep 30, 24-520.57%
RAYMOND JAMES TRUST N.A.25.66KSep 30, 24--0.05%
TNF LLC18.61KSep 30, 24--0.04%
Planning Capital Management Corp5.08KSep 30, 24-6070.01%
VitalStone Financial, LLC8Sep 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.60.43KJun 30, 24-2.56K0.13%
JANICZEK WEALTH MANAGEMENT, LLC18.89KJun 30, 24--0.04%
ICA Group Wealth Management, LLC--Jun 30, 24-2.79K--
Cetera Advisor Networks LLC276.43KMar 31, 24-4.47K0.59%
Cetera Advisors LLC68.11KMar 31, 24+49.00K0.15%
EUDAIMONIA ADVISORS LLC14.32KMar 31, 24-2.60K0.03%
FOCUS FINANCIAL NETWORK INC /ADV23.83KDec 31, 23+23.83K0.05%
StrategIQ Financial Group, LLC18.07KDec 31, 23-9620.04%
BDO Wealth Advisors, LLC1.84KJun 30, 23--0.00%
Quantitative Advantage, LLC120.92KMar 31, 23+27.28K0.26%
Ahrens Investment Partners LLC109.99KMar 31, 23-108.84K0.24%
Clear Perspectives Financial Planning, LLC1.57KMar 31, 23-194.32K0.00%
TITLEIST ASSET MANAGEMENT, LTD.73.95KDec 31, 22+9.43K0.16%
American Portfolios Advisors27.64KSep 30, 22+16.02K0.06%
MARINER INDEPENDENT ADVISOR NETWORK, LLC20.10KSep 30, 22+5.35K0.04%
MUFG Americas Holdings Corp7.93KSep 30, 22--0.02%
Strategic Asset Management, LLC1.12KSep 30, 22+110.00%
MILESTONE WEALTH, LLC259Sep 30, 22-50.00%
B. Riley Wealth Management, Inc.14.87KJun 30, 22+14.87K0.03%
Fieldpoint Private Securities, LLC995Jun 30, 22-14.24K0.00%
Meristem Family Wealth, LLC35.87KMar 31, 22--0.08%
NEXT Financial Group, Inc22.63KDec 31, 21-7970.05%
Carroll Financial Associates, Inc.530Dec 31, 21--0.00%
Sonora Investment Management, LLC1.74KSep 30, 21--0.00%
BBVA USA732Sep 30, 21--0.00%
FormulaFolio Investments, LLC630Jun 30, 21--0.00%
CWH Capital Management, Inc.32.66KDec 31, 20+14.03K0.07%
Reby Advisors, LLC7.25KDec 31, 20+7.25K0.02%
Winslow, Evans & Crocker, Inc.600Dec 31, 20--0.00%
First Allied Advisory Services, Inc.40.14KSep 30, 20-4.20K0.09%
Squar Milner Financial Services LLC513Mar 31, 20--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.153.97KDec 31, 19+26.92K0.33%
Advisor Group, Inc.65.76KDec 31, 19-4.58K0.14%
Beacon Pointe Wealth Advisors, LLC47.52KDec 31, 19-11.06K0.10%
MADRONA FUNDS, LLC19.99KSep 30, 19+19.99K0.04%
NEXT Financial Holdings4.09KMar 31, 19+4.09K0.01%
Pathlight Investors LLC15.14KDec 31, 18+15.14K0.03%
Edge Advisors, LLC5.22KJun 30, 18+5.22K0.01%

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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.