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Institutional Ownership

Top 32 Institutional Holders
HolderSharesDateChange% Held
Atria Wealth Solutions, Inc.10.22KJun 30, 25+10.22K0.05%
Capital A Wealth Management, LLC--Jun 30, 25-109--
CAROLINAS WEALTH CONSULTING LLC400Mar 31, 25--0.00%
Nuveen Asset Management, LLC81.38KDec 31, 24-161.86K0.37%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-662--
Raymond James Financial Services Advisors, Inc.12.69KSep 30, 24-2920.06%
Planning Capital Management Corp31Sep 30, 24+300.00%
RAYMOND JAMES & ASSOCIATES--Sep 30, 24-147.52K--
BlackRock Inc.1.41MJun 30, 24-4.92K6.44%
ICA Group Wealth Management, LLC--Jun 30, 24-1.00K--
CREDIT SUISSE AG/43.30KMar 31, 24--0.20%
PIERSHALE FINANCIAL GROUP, INC.34Jun 30, 23--0.00%
BDO Wealth Advisors, LLC15Jun 30, 23--0.00%
Kistler-Tiffany Companies, LLC11Jun 30, 23--0.00%
HNP Capital LLC9.55KMar 31, 23+9.55K0.04%
Ahrens Investment Partners LLC589Mar 31, 23+5890.00%
Gyon Technologies Capital Management, LP449Dec 31, 22+4490.00%
TRUSTCORE FINANCIAL SERVICES, LLC277Dec 31, 22--0.00%
American Portfolios Advisors839Sep 30, 22+7390.00%
Covington Capital Management350Sep 30, 22--0.00%
FourThought Financial, LLC166Sep 30, 22--0.00%
Jefferies Group LLC--Sep 30, 22-48.75K--
Cordasco Financial Network150Jun 30, 22+1500.00%
Corbenic Partners LLC23Jun 30, 22--0.00%
B. Riley Wealth Management, Inc.--Jun 30, 22-7.09K--
NEXT Financial Group, Inc500Dec 31, 21+5000.00%
REILLY FINANCIAL ADVISORS, LLC200Dec 31, 21+2000.00%
Carroll Financial Associates, Inc.60Dec 31, 21+300.00%
Sonora Investment Management, LLC50Sep 30, 21+500.00%
ZWEIG ADVISERS LLC--Sep 30, 16-156.00K--
BRYN MAWR CAPITAL MANAGEMENT INC--Dec 31, 15-16.85K--
Emrys Partners, L.P.--Jun 30, 14-69.08K--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.