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Institutional Ownership

Top 194 Institutional Holders
HolderSharesDateChange% Held
LPL Financial LLC1.81MJun 30, 26-32.45K13.10%
RAYMOND JAMES FINANCIAL INC910.25KJun 30, 26-9.43K6.59%
MORGAN STANLEY625.66KJun 30, 26-48.94K4.53%
Modern Wealth Management, LLC466.30KJun 30, 26+466.30K3.37%
BANK OF AMERICA CORP /DE/271.22KJun 30, 26+3.10K1.96%
JONES FINANCIAL COMPANIES LLLP231.53KJun 30, 26+23.00K1.68%
WELLS FARGO & COMPANY/MN225.10KJun 30, 26+7.98K1.63%
Clearstead Advisors, LLC216.82KJun 30, 26-12.02K1.57%
ROYAL BANK OF CANADA193.56KJun 30, 26+119.60K1.40%
NFP Retirement, Inc.113.78KJun 30, 26+1660.82%
Focus Financial Network, Inc.113.60KJun 30, 26+3260.82%
Rockefeller Capital Management L.P.99.58KJun 30, 26-6770.72%
CITIZENS FINANCIAL GROUP INC/RI95.59KJun 30, 26-2810.69%
Baird Financial Group, Inc.85.97KJun 30, 26-7330.62%
Cetera Investment Advisers85.29KJun 30, 26-6.06K0.62%
CHOREO, LLC81.86KJun 30, 26-11.86K0.59%
CreativeOne Wealth, LLC77.46KJun 30, 26-3170.56%
TD Waterhouse Canada Inc.77.04KJun 30, 26-6.31K0.56%
COMMONWEALTH EQUITY SERVICES, LLC75.67KJun 30, 26-2.64K0.55%
UBS Group AG75.53KJun 30, 26-5.52K0.55%
Everstar Asset Management, LLC75.33KJun 30, 26+4.97K0.54%
Equitable Holdings, Inc.75.26KJun 30, 26-5.47K0.54%
ADVISOR GROUP HOLDINGS, INC.63.34KJun 30, 26+4.94K0.46%
HighTower Advisors, LLC56.78KJun 30, 26+3680.41%
Cambridge Investment Research Advisors, Inc.55.42KJun 30, 26+3200.40%
KINGSWOOD WEALTH ADVISORS, LLC50.86KJun 30, 26+1.91K0.37%
Private Advisor Group, LLC50.54KJun 30, 26+5.24K0.37%
JPMORGAN CHASE & CO50.54KJun 30, 26+3.49K0.37%
Consolidated Planning Corp49.81KJun 30, 26+49.81K0.36%
NESTEGG ADVISORS, INC.49.28KJun 30, 26-2980.36%
Flaharty Asset Management, LLC47.08KJun 30, 26-452.94K0.34%
Steward Partners Investment Advisory, LLC46.97KJun 30, 26+1.37K0.34%
Waverly Advisors, LLC45.52KJun 30, 26-1.21K0.33%
Atlas Private Wealth Advisors41.16KJun 30, 26-1.73K0.30%
Institute for Wealth Management, LLC.38.93KJun 30, 26+20.28%
MAI Capital Management38.39KJun 30, 26+1.03K0.28%
MML INVESTORS SERVICES, LLC33.05KJun 30, 26+7.84K0.24%
J.W. COLE ADVISORS, INC.32.29KJun 30, 26+100.23%
INDEPENDENT FINANCIAL GROUP, LLC23.62KJun 30, 26+9170.17%
Strategies Wealth Advisors, LLC23.51KJun 30, 26+140.17%
BANK OF MONTREAL /CAN/23.18KJun 30, 26-7940.17%
FMR LLC22.98KJun 30, 26+1.19K0.17%
Miracle Mile Advisors, LLC18.69KJun 30, 26-3.77K0.14%
CFS Investment Advisory Services, LLC18.35KJun 30, 26-2450.13%
Lido Advisors, LLC17.24KJun 30, 26+10.12%
Truvestments Capital LLC16.45KJun 30, 26-6040.12%
Merit Financial Group, LLC16.17KJun 30, 26-310.12%
FLAGSHIP HARBOR ADVISORS, LLC16.17KJun 30, 26+9010.12%
UMB Bank, n.a.16.00KJun 30, 26--0.12%
CAPE ANN SAVINGS BANK15.27KJun 30, 26+610.11%
Bank of New York Mellon Corp15.23KJun 30, 26-4.14K0.11%
MERCER GLOBAL ADVISORS INC /ADV15.15KJun 30, 26+5.58K0.11%
DEUTSCHE BANK AG\14.99KJun 30, 26+2.07K0.11%
EP Wealth Advisors, LLC14.83KJun 30, 26--0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.71KJun 30, 26-52.99K0.11%
Koshinski Asset Management, Inc.14.17KJun 30, 26--0.10%
Bond & Devick Financial Network, Inc.13.56KJun 30, 26--0.10%
EASTERN BANK12.57KJun 30, 26+7.07K0.09%
BROWN ADVISORY INC12.15KJun 30, 26--0.09%
ENVESTNET ASSET MANAGEMENT INC12.04KJun 30, 26+300.09%
Advisory Services Network, LLC12.01KJun 30, 26-3070.09%
GOLDMAN SACHS GROUP INC11.68KJun 30, 26-6.22K0.08%
STIFEL FINANCIAL CORP11.29KJun 30, 26-4420.08%
Kestra Advisory Services, LLC11.22KJun 30, 26+1.44K0.08%
Sanibel Captiva Trust Company, Inc.10.55KJun 30, 26--0.08%
CAPTRUST FINANCIAL ADVISORS10.30KJun 30, 26--0.07%
Creative Planning10.29KJun 30, 26-4600.07%
Allspring Global Investments Holdings, LLC9.85KJun 30, 26+4.25K0.07%
Stratos Wealth Partners, LTD.9.65KJun 30, 26-60.07%
CITADEL ADVISORS LLC9.24KJun 30, 26+5380.07%
Aptus Capital Advisors, LLC9.04KJun 30, 26--0.07%
WBH ADVISORY INC9.01KJun 30, 26-1390.07%
Janney Montgomery Scott LLC8.27KJun 30, 26+6620.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7.37KJun 30, 26-1.00K0.05%
SUMMIT WEALTH GROUP LLC / CO7.12KJun 30, 26+250.05%
CARRET ASSET MANAGEMENT, LLC6.50KJun 30, 26+5000.05%
PMG Wealth Management, Inc.6.49KJun 30, 26--0.05%
GTS SECURITIES LLC6.45KJun 30, 26+6.45K0.05%
IBEX WEALTH ADVISORS6.43KJun 30, 26-2.05K0.05%
FIRST MANHATTAN CO. LLC.6.40KJun 30, 26--0.05%
Sovran Advisors, LLC6.00KJun 30, 26+2920.04%
Accurate Wealth Management, LLC5.91KJun 30, 26+5.91K0.04%
Rodgers & Associates, LTD5.89KJun 30, 26--0.04%
PRIVATE TRUST CO NA5.87KJun 30, 26--0.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5.81KJun 30, 26-5780.04%
Sanctuary Advisors, LLC5.81KJun 30, 26+80.04%
Sixth Street Partners Management Company, L.P.5.81KJun 30, 26+5.81K0.04%
Gotham Asset Management, LLC5.65KJun 30, 26--0.04%
NewEdge Advisors, LLC5.55KJun 30, 26--0.04%
Integrated Wealth Concepts LLC5.27KJun 30, 26+7350.04%
Financial Guidance Group, Inc.5.12KJun 30, 26--0.04%
Connecticut Wealth Management, LLC5.00KJun 30, 26--0.04%
New Insight Wealth Advisors4.94KJun 30, 26+4.94K0.04%
IHT Wealth Management, LLC4.68KJun 30, 26-4890.03%
Revisor Wealth Management LLC4.66KJun 30, 26--0.03%
Briaud Financial Planning, Inc4.57KJun 30, 26--0.03%
Modera Wealth Management, LLC4.36KJun 30, 26--0.03%
Goodwin Investment Advisory4.25KJun 30, 26+4.25K0.03%
HB Wealth Management, LLC4.24KJun 30, 26+4.24K0.03%
Haverford Trust Co4.17KJun 30, 26--0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.15KJun 30, 26-1460.03%
HRT FINANCIAL LP4.14KJun 30, 26+4.14K0.03%
BlackRock, Inc.3.98KJun 30, 26--0.03%
Belpointe Asset Management LLC3.94KJun 30, 26+3.94K0.03%
Farther Finance Advisors, LLC3.79KJun 30, 26--0.03%
Allworth Financial LP3.21KJun 30, 26+130.02%
PNC FINANCIAL SERVICES GROUP, INC.2.87KJun 30, 26--0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.71KJun 30, 26+2.71K0.02%
Tower Research Capital LLC (TRC)2.64KJun 30, 26+2.64K0.02%
NATIONAL BANK OF CANADA /FI/2.59KJun 30, 26--0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.42KJun 30, 26--0.02%
BLAIR WILLIAM & CO/IL2.34KJun 30, 26+2.34K0.02%
Nova Wealth Management, Inc.2.26KJun 30, 26--0.02%
Capital Investment Advisory Services, LLC1.95KJun 30, 26--0.01%
AlphaCore Capital LLC1.93KJun 30, 26+60.01%
NBC SECURITIES, INC.1.65KJun 30, 26--0.01%
Founders Financial Alliance, LLC1.57KJun 30, 26--0.01%
Ashton Thomas Private Wealth, LLC1.43KJun 30, 26--0.01%
Geneos Wealth Management Inc.1.43KJun 30, 26--0.01%
American Capital Advisory, LLC1.36KJun 30, 26--0.01%
TSFG, LLC1.23KJun 30, 26+40.01%
Federation des caisses Desjardins du Quebec1.18KJun 30, 26--0.01%
ASSETMARK, INC1.11KJun 30, 26--0.01%
CITY HOLDING CO1.04KJun 30, 26+1.04K0.01%
CITIGROUP INC1.02KJun 30, 26+1.02K0.01%
HARBOUR INVESTMENTS, INC.777Jun 30, 26+30.01%
Advanced Asset Management Advisors Inc690Jun 30, 26--0.00%
Spire Wealth Management688Jun 30, 26+20.00%
Golden State Wealth Management, LLC591Jun 30, 26-4620.00%
WEBSTER BANK, N. A.570Jun 30, 26--0.00%
FIFTH THIRD BANCORP547Jun 30, 26--0.00%
Tidemark, LLC541Jun 30, 26+10.00%
LGT Financial Advisors LLC500Jun 30, 26--0.00%
Global Retirement Partners, LLC404Jun 30, 26+4040.00%
VANGUARD ADVISERS INC299Jun 30, 26--0.00%
Glen Eagle Advisors, LLC270Jun 30, 26+2700.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.225Jun 30, 26--0.00%
Capital Investment Counsel, Inc200Jun 30, 26+2000.00%
Parallel Advisors, LLC198Jun 30, 26--0.00%
Russell Investments Group, Ltd.173Jun 30, 26--0.00%
BFSG, LLC148Jun 30, 26-1450.00%
Ronald Blue Trust, Inc.38Jun 30, 26+380.00%
AE Wealth Management LLC25Jun 30, 26--0.00%
Wagner Wealth Management, LLC18Jun 30, 26--0.00%
Sound Income Strategies, LLC--Jun 30, 26-1.11K--
Western Wealth Management, LLC--Jun 30, 26-1.51K--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-2.52K--
Steel Peak Wealth Management LLC--Jun 30, 26-53.91K--
Mariner, LLC--Jun 30, 26-70.00K--
Hilton Capital Management, LLC--Jun 30, 26-10.01K--
Main Street Group, LTD--Jun 30, 26-102--
CWM, LLC689Mar 31, 26--0.00%
COMERICA BANK547Dec 31, 25--0.00%
AVANTAX ADVISORY SERVICES, INC.32.70KJun 30, 25-5.93K0.24%
Congress Wealth Management LLC / DE /8.60KJun 30, 25+130.06%
Good Life Advisors, LLC7.23KJun 30, 25+9050.05%
Atria Wealth Solutions, Inc.5.59KJun 30, 25-230.02K0.04%
Iron Horse Wealth Management, LLC204Jun 30, 25--0.00%
HTLF Bank16.00KDec 31, 24--0.12%
Raymond James Financial Services Advisors, Inc.464.66KSep 30, 24+15.44K3.36%
RAYMOND JAMES & ASSOCIATES384.77KSep 30, 24+14.46K2.78%
Aspire Wealth Management Corp8.56KSep 30, 24+120.06%
Annapolis Financial Services, LLC4.00KSep 30, 24--0.03%
VitalStone Financial, LLC160Sep 30, 24--0.00%
JANICZEK WEALTH MANAGEMENT, LLC906Jun 30, 24--0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC427.29KMar 31, 24-4.63K3.09%
EUDAIMONIA ADVISORS LLC43.23KMar 31, 24+4.06K0.31%
Cetera Advisor Networks LLC37.87KMar 31, 24+2.48K0.27%
Cetera Advisors LLC9.14KMar 31, 24+2.10K0.07%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC7.41KMar 31, 24+1960.05%
FOCUS FINANCIAL NETWORK INC /ADV112.61KDec 31, 23+112.61K0.81%
StrategIQ Financial Group, LLC55.38KDec 31, 23+1.11K0.40%
DUBUQUE BANK & TRUST CO16.00KSep 30, 23--0.12%
Ahrens Investment Partners LLC800Mar 31, 23+8000.01%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.8.03KDec 31, 22--0.06%
Laurel Wealth Advisors, Inc.6.82KDec 31, 22-3000.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC208.82KSep 30, 22-68.15K1.51%
American Portfolios Advisors37.33KSep 30, 22+25.27K0.27%
55I, LLC11.29KSep 30, 22+180.08%
Carroll Financial Associates, Inc.19.91KDec 31, 21-20.14%
QUEST CAPITAL MANAGEMENT INC /ADV17.57KDec 31, 21+240.13%
Investors Financial Group, LLC8.63KDec 31, 21-1.69K0.06%
NEXT Financial Group, Inc3.95KDec 31, 21--0.03%
Hochman Cole Investment Advisors, Inc.59.98KSep 30, 21-4.20K0.43%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)10.78KJun 30, 21-640.08%
NewFocus Financial Group, LLC23.85KDec 31, 20-1.55K0.17%
Winslow, Evans & Crocker, Inc.250Dec 31, 20--0.00%
Stratford Consulting, LLC10.12KMar 31, 20+270.07%
Osborn Williams & Donohoe LLC--Mar 31, 20-14.05K--
LADENBURG THALMANN FINANCIAL SERVICES INC.56.84KDec 31, 19+12.77K0.41%
Advisor Group, Inc.15.54KDec 31, 19+4.22K0.11%
Clarfeld Financial Advisors, LLC46.39KDec 31, 18+46.39K0.34%
CATAWBA CAPITAL MANAGEMENT /VA11.46KJun 30, 18+11.46K0.08%
Edge Advisors, LLC2.53KJun 30, 18+2.53K0.02%

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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.