PIM(PIM)
PIM
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 109 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 22.68M | Jun 30, 26 | -29.34K | 47.07% |
| PVG ASSET MANAGEMENT CORP | 1.24M | Jun 30, 26 | +3.11K | 2.56% |
| Summit Financial, LLC | 879.73K | Jun 30, 26 | +879.73K | 1.83% |
| SHEETS SMITH WEALTH MANAGEMENT | 224.01K | Jun 30, 26 | -14.07K | 0.46% |
| 1607 Capital Partners, LLC | 221.89K | Jun 30, 26 | -121.03K | 0.46% |
| Shaker Financial Services, LLC | 219.76K | Jun 30, 26 | +219.76K | 0.46% |
| Colony Group, LLC | 189.72K | Jun 30, 26 | -- | 0.39% |
| MORGAN STANLEY | 165.35K | Jun 30, 26 | -6.25K | 0.34% |
| Penbrook Management LLC | 147.06K | Jun 30, 26 | -- | 0.31% |
| GILL CAPITAL PARTNERS, LLC | 141.56K | Jun 30, 26 | +1.87K | 0.29% |
| WealthTrust Axiom LLC | 136.50K | Jun 30, 26 | +20.50K | 0.28% |
| Janney Montgomery Scott LLC | 131.78K | Jun 30, 26 | -361 | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 128.86K | Jun 30, 26 | -126.24K | 0.27% |
| LPL Financial LLC | 86.45K | Jun 30, 26 | +12.81K | 0.18% |
| MELFA WEALTH MANAGEMENT, LLC | 80.92K | Jun 30, 26 | -- | 0.17% |
| ROYAL BANK OF CANADA | 68.75K | Jun 30, 26 | -- | 0.14% |
| ECLECTIC ASSOCIATES INC /ADV | 67.44K | Jun 30, 26 | -4.66K | 0.14% |
| Baird Financial Group, Inc. | 66.50K | Jun 30, 26 | +4.00K | 0.14% |
| Allworth Financial LP | 66.27K | Jun 30, 26 | -- | 0.14% |
| Fortitude Advisory Group L.L.C. | 62.13K | Jun 30, 26 | +9.32K | 0.13% |
| Mezzasalma Advisors, LLC | 55.84K | Jun 30, 26 | +1.13K | 0.12% |
| Cetera Investment Advisers | 53.07K | Jun 30, 26 | +12.37K | 0.11% |
| NewEdge Advisors, LLC | 52.62K | Jun 30, 26 | -404 | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 52.17K | Jun 30, 26 | -11.14K | 0.11% |
| HRT FINANCIAL LP | 50.63K | Jun 30, 26 | +50.63K | 0.11% |
| Ethos Financial Group, LLC | 44.83K | Jun 30, 26 | -1.83K | 0.09% |
| TCG Advisory Services, LLC | 39.58K | Jun 30, 26 | -268 | 0.08% |
| FIFTH THIRD BANCORP | 35.39K | Jun 30, 26 | -1.21K | 0.07% |
| Weaver Consulting Group | 32.00K | Jun 30, 26 | -- | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.05K | Jun 30, 26 | +5.26K | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 28.64K | Jun 30, 26 | -1.88K | 0.06% |
| Stratos Wealth Partners, LTD. | 28.16K | Jun 30, 26 | +2.85K | 0.06% |
| VisionPoint Advisory Group, LLC | 23.78K | Jun 30, 26 | +2.60K | 0.05% |
| STIFEL FINANCIAL CORP | 20.36K | Jun 30, 26 | -963 | 0.04% |
| UBS Group AG | 17.90K | Jun 30, 26 | -8.48K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 17.01K | Jun 30, 26 | -- | 0.04% |
| Mount Yale Investment Advisors, LLC | 16.70K | Jun 30, 26 | -11.00K | 0.03% |
| Vestmark Advisory Solutions, Inc. | 16.70K | Jun 30, 26 | -11.00K | 0.03% |
| BANK OF AMERICA CORP /DE/ | 16.65K | Jun 30, 26 | +16.65K | 0.03% |
| Perigon Wealth Management, LLC | 14.50K | Jun 30, 26 | +14.50K | 0.03% |
| Graves Light Lenhart Wealth, Inc. | 14.30K | Jun 30, 26 | -- | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 14.07K | Jun 30, 26 | +14.07K | 0.03% |
| JANE STREET GROUP, LLC | 13.69K | Jun 30, 26 | +13.69K | 0.03% |
| Northstar Financial Companies, Inc. | 11.81K | Jun 30, 26 | -3.13K | 0.02% |
| Closed-End Fund Advisors, Inc. | 11.65K | Jun 30, 26 | +11.65K | 0.02% |
| SHUFRO ROSE & CO LLC | 11.00K | Jun 30, 26 | -- | 0.02% |
| IFG Advisory, LLC | 8.50K | Jun 30, 26 | -- | 0.02% |
| WELLS FARGO & COMPANY/MN | 5.31K | Jun 30, 26 | -5 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 4.88K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.79K | Jun 30, 26 | +2.79K | 0.01% |
| Measured Wealth Private Client Group, LLC | 2.50K | Jun 30, 26 | -- | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1.16K | Jun 30, 26 | +1.16K | 0.00% |
| Oakmont Advisory Group, LLC | 1.10K | Jun 30, 26 | +1.10K | 0.00% |
| Concord Wealth Partners | 700 | Jun 30, 26 | +700 | 0.00% |
| Global Retirement Partners, LLC | 649 | Jun 30, 26 | +649 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 600 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 502 | Jun 30, 26 | +502 | 0.00% |
| Steward Partners Investment Advisory, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 200 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 130 | Jun 30, 26 | -- | 0.00% |
| Atria Investments, Inc | -- | Jun 30, 26 | -20.18K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Jun 30, 26 | -339 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -3.00K | -- |
| MOTCO | -- | Jun 30, 26 | -547 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -13.00K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -6.00K | -- |
| Integrity Advisory Solutions, LLC | -- | Jun 30, 26 | -26.53K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -25.26K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -18.71K | -- |
| INVICTUS PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -42.84K | -- |
| Hilton Head Capital Partners, LLC | -- | Jun 30, 26 | -2 | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -9.50K | -- |
| COMERICA BANK | 35.09K | Dec 31, 25 | -- | 0.07% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -840 | -- |
| Sheets Smith Investment Management | 1.10M | Sep 30, 25 | +1.10M | 2.29% |
| Bard Financial Services, Inc. | 21.54K | Sep 30, 25 | -- | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 16.67K | Jun 30, 25 | +326 | 0.03% |
| Transform Wealth, LLC | 169.22K | Mar 31, 25 | -- | 0.35% |
| Sheaff Brock Investment Advisors, LLC | 66.27K | Mar 31, 25 | -- | 0.14% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -120.01K | -- |
| Lloyd Park, LLC | 87.09K | Sep 30, 22 | +3.93K | 0.18% |
| American Portfolios Advisors | 1.00K | Sep 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 150.43K | Mar 31, 22 | +6.74K | 0.31% |
| Dixon Hughes Goodman Wealth Advisors LLC | 47 | Mar 31, 22 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 133.70K | Sep 30, 21 | +12.90K | 0.28% |
| FormulaFolio Investments, LLC | 1.10K | Jun 30, 21 | -- | 0.00% |
| Point View Wealth Management, Inc. | 10.31K | Dec 31, 20 | -- | 0.02% |
| Partnervest Advisory Services LLC | 13.42K | Sep 30, 20 | -- | 0.03% |
| TCG Advisors, LP | -- | Sep 30, 20 | -558.78K | -- |
| Chapwood Capital Investment Management, LLC | 63.68K | Dec 31, 19 | +63.68K | 0.13% |
| Advisor Group, Inc. | 18.38K | Dec 31, 19 | +233 | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.07K | Dec 31, 19 | -653 | 0.00% |
| Alpine Group USVI, LLC | 23.91K | Sep 30, 19 | +23.91K | 0.05% |
| Vantage Investment Advisors, LLC | 500 | Sep 30, 18 | -- | 0.00% |
| Yellowstone Partners, LLC | 24.17K | Dec 31, 17 | +53 | 0.05% |
| SII INVESTMENTS INC/WI | 14.63K | Dec 31, 17 | +14.63K | 0.03% |
| Commonwealth Equity Services, Inc | 199.03K | Jun 30, 17 | -1.59K | 0.41% |
| Virtu KCG Holdings LLC | 23.91K | Jun 30, 17 | +23.91K | 0.05% |
| WFG Advisors, LP | 8.62K | Jun 30, 17 | -742 | 0.02% |
| MSI Financial Services Inc | 1.40K | Dec 31, 16 | -250 | 0.00% |
| CITY NATIONAL BANK | 19.19K | Sep 30, 15 | -- | 0.04% |
| Relative Value Partners, LLC | 91.04K | Mar 31, 15 | -- | 0.19% |
| NEW ENGLAND SECURITIES CORP /MA/ | 500 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 390.28K | Sep 30, 14 | -14.03K | 0.81% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -10.50K | -- |
| CITY NATIONAL ROCHDALE, LLC | 10.72K | Dec 31, 12 | -- | 0.02% |
| First Allied Securities, Inc. | 13.60K | Jun 30, 12 | +2.92K | 0.03% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 91.67K | Jun 30, 10 | +11.02K | 0.19% |
| FIFTH THIRD BANK, NATIONAL ASSOCIATION | 11.20K | Mar 31, 02 | +11.20K | 0.02% |
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