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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 271 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC--Sep 30, 26-460--
ALLIANCEBERNSTEIN L.P.3.17MJun 30, 26-63.23K17.31%
Penserra Capital Management LLC1.59MJun 30, 26+84.69K8.70%
COMMONWEALTH EQUITY SERVICES, LLC867.48KJun 30, 26-158.03K4.74%
ADVISOR GROUP HOLDINGS, INC.512.16KJun 30, 26+43.70K2.80%
Lido Advisors, LLC507.49KJun 30, 26-2.36K2.77%
LPL Financial LLC385.45KJun 30, 26+5672.11%
Colony Group, LLC367.87KJun 30, 26-13.08K2.01%
Cresset Asset Management, LLC337.84KJun 30, 26-24.24K1.85%
Kestra Advisory Services, LLC301.26KJun 30, 26-53.73K1.65%
HighTower Advisors, LLC278.24KJun 30, 26-13.73K1.52%
RAYMOND JAMES FINANCIAL INC268.88KJun 30, 26-36.94K1.47%
ENVESTNET ASSET MANAGEMENT INC251.30KJun 30, 26-22.23K1.37%
Creative Planning228.40KJun 30, 26-9.88K1.25%
MBL Wealth, LLC225.90KJun 30, 26-3.45K1.23%
SageView Advisory Group, LLC223.85KJun 30, 26-9.93K1.22%
Cetera Investment Advisers215.44KJun 30, 26-43.82K1.18%
Beacon Pointe Advisors, LLC192.56KJun 30, 26-33.48K1.05%
Bellwether Advisors, LLC126.37KJun 30, 26--0.69%
TRUIST FINANCIAL CORP125.03KJun 30, 26-4900.68%
CoreCap Advisors, LLC116.46KJun 30, 26-2.50K0.64%
Brookstone Capital Management104.54KJun 30, 26-6.74K0.57%
OLD MISSION CAPITAL LLC104.47KJun 30, 26+55.05K0.57%
YARGER WEALTH STRATEGIES, LLC102.59KJun 30, 26-1.36K0.56%
Cambridge Investment Research Advisors, Inc.99.47KJun 30, 26-1.35K0.54%
BLAIR WILLIAM & CO/IL90.37KJun 30, 26-3.42K0.49%
MAI Capital Management86.82KJun 30, 26-24.64K0.47%
Resources Investment Advisors, LLC.83.84KJun 30, 26-4.44K0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP82.12KJun 30, 26+40.41K0.45%
MTM FINANCIAL GROUP, LLC81.79KJun 30, 26-1.96K0.45%
Keating Financial Advisory Services, Inc.80.27KJun 30, 26-8310.44%
Weaver Capital Management LLC76.07KJun 30, 26--0.42%
FIRST COMMONWEALTH FINANCIAL CORP /PA/75.66KJun 30, 26-4.40K0.41%
Jacobi Capital Management LLC72.84KJun 30, 26--0.40%
KFG WEALTH MANAGEMENT, LLC70.65KJun 30, 26-4.37K0.39%
CITADEL ADVISORS LLC68.14KJun 30, 26+28.53K0.37%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66.10KJun 30, 26-33.64K0.36%
Chris Bulman Inc64.50KJun 30, 26-3.02K0.35%
Janney Montgomery Scott LLC63.83KJun 30, 26+2.34K0.35%
FORVIS Wealth Advisors, LLC59.85KJun 30, 26-1.43K0.33%
MML INVESTORS SERVICES, LLC59.79KJun 30, 26+7.17K0.33%
CORRADO ADVISORS, LLC56.95KJun 30, 26-1.33K0.31%
Advisory Alpha, LLC53.27KJun 30, 26+4.75K0.29%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV53.17KJun 30, 26-5550.29%
Global Assets Advisory, LLC52.25KJun 30, 26-1.20K0.29%
ALTFEST L J & CO INC51.69KJun 30, 26--0.28%
BECK CAPITAL MANAGEMENT, LLC50.97KJun 30, 26+280.28%
Diligent Investors, LLC50.52KJun 30, 26-1.00K0.28%
Valtinson Bruner Financial Planning LLC48.35KJun 30, 26-8710.26%
Frisch Financial Group, Inc.46.06KJun 30, 26-19.29K0.25%
COFG Advisors, LLC43.56KJun 30, 26-1.02K0.24%
Pinnacle Wealth Management Group, Inc.43.06KJun 30, 26-50.24%
Michels Family Financial, LLC42.44KJun 30, 26-2570.23%
AE Wealth Management LLC41.80KJun 30, 26-1.17K0.23%
Cassady Wealth & Retirement Planning, LLC41.56KJun 30, 26-2800.23%
Visionary Wealth Advisors40.87KJun 30, 26-6020.22%
Advisory Services Network, LLC38.97KJun 30, 26--0.21%
CAPTRUST FINANCIAL ADVISORS38.31KJun 30, 26-60.21%
BigSur Wealth Management LLC38.00KJun 30, 26+22.00K0.21%
Cape Investment Advisory, Inc.37.16KJun 30, 26+5000.20%
Garden State Investment Advisory Services LLC36.86KJun 30, 26-8640.20%
Keystone Wealth Services, LLC35.83KJun 30, 26-2.85K0.20%
BFI Wealth Solutions, LLC34.56KJun 30, 26-4000.19%
Pathway Financial Advisors LLC34.43KJun 30, 26--0.19%
MERCER GLOBAL ADVISORS INC /ADV34.12KJun 30, 26-960.19%
BCGM Wealth Management, LLC33.48KJun 30, 26--0.18%
Apollon Wealth Management, LLC33.00KJun 30, 26--0.18%
Sovran Advisors, LLC32.86KJun 30, 26--0.18%
Southland Equity Partners LLC30.80KJun 30, 26-8110.17%
AdvisorNet Financial, Inc30.14KJun 30, 26--0.16%
HRT FINANCIAL LP29.95KJun 30, 26+25.06K0.16%
Camelot Portfolios, LLC29.41KJun 30, 26-5860.16%
Farther Finance Advisors, LLC27.83KJun 30, 26+9520.15%
Continuum Advisory, LLC27.57KJun 30, 26-70.15%
Rockefeller Capital Management L.P.27.51KJun 30, 26-4.37K0.15%
Concurrent Investment Advisors, LLC26.61KJun 30, 26--0.15%
Steward Partners Investment Advisory, LLC26.16KJun 30, 26-2910.14%
Patriot Financial Group Insurance Agency, LLC25.68KJun 30, 26-25.78K0.14%
Soltis Investment Advisors LLC25.31KJun 30, 26-7400.14%
Wealth Alliance25.29KJun 30, 26--0.14%
FSA Advisors, Inc.25.09KJun 30, 26-7260.14%
BCS Wealth Management24.71KJun 30, 26+4480.14%
Accredited Investors Inc.24.50KJun 30, 26--0.13%
Outlook Wealth Advisors, LLC24.43KJun 30, 26-9180.13%
Foundations Investment Advisors, LLC24.08KJun 30, 26-3.42K0.13%
Bedel Financial Consulting, Inc.23.63KJun 30, 26-2030.13%
Pacific Park Financial, Inc.21.58KJun 30, 26-2.18K0.12%
Straight Path Wealth Management21.46KJun 30, 26--0.12%
CreativeOne Wealth, LLC21.40KJun 30, 26-1.57K0.12%
FIDUCIARY FINANCIAL ADVISORS20.46KJun 30, 26+20.46K0.11%
Summit Wealth Partners, LLC19.38KJun 30, 26--0.11%
Weaver Consulting Group19.31KJun 30, 26--0.11%
Focus Financial Network, Inc.18.66KJun 30, 26-1170.10%
Merit Financial Group, LLC18.17KJun 30, 26-7450.10%
NewEdge Advisors, LLC18.06KJun 30, 26-3040.10%
Cerity Partners LLC17.89KJun 30, 26-15.54K0.10%
Beacon Financial Advisory LLC17.84KJun 30, 26-1.93K0.10%
TopTier Wealth Management, LLC17.71KJun 30, 26-20.10%
JANE STREET GROUP, LLC17.31KJun 30, 26+17.31K0.09%
CENTAURUS FINANCIAL, INC.16.78KJun 30, 26+2150.09%
Cornerstone Wealth Group, LLC16.71KJun 30, 26-340.09%
IFP Advisors, Inc16.67KJun 30, 26--0.09%
MeadowBrook Investment Advisors LLC16.61KJun 30, 26+1.50K0.09%
CRA Financial Services, LLC16.61KJun 30, 26--0.09%
SRS Capital Advisors, Inc.16.42KJun 30, 26+8.43K0.09%
Integrity Advisory Solutions, LLC15.39KJun 30, 26--0.08%
CHAPMAN FINANCIAL GROUP, LLC15.34KJun 30, 26--0.08%
Quest 10 Wealth Builders, Inc.15.26KJun 30, 26--0.08%
Wood Tarver Financial Group, LLC15.10KJun 30, 26-320.08%
RED REEF ADVISORS LLC15.10KJun 30, 26-2.20K0.08%
Phoenix Holdings Ltd.14.95KJun 30, 26--0.08%
Compass Advisory Group LLC14.69KJun 30, 26-1000.08%
Belpointe Asset Management LLC14.66KJun 30, 26+4.37K0.08%
Three Seasons Wealth, LLC14.35KJun 30, 26--0.08%
Valmark Advisers, Inc.13.65KJun 30, 26+4600.07%
CYPRESS FINANCIAL PLANNING LLC13.01KJun 30, 26-3.30K0.07%
NCM Capital Management, LLC12.95KJun 30, 26--0.07%
INDEPENDENT FINANCIAL GROUP, LLC12.63KJun 30, 26-1.22K0.07%
Allworth Financial LP12.53KJun 30, 26--0.07%
HARBOUR INVESTMENTS, INC.12.09KJun 30, 26-1.26K0.07%
THOROUGHBRED FINANCIAL SERVICES, LLC11.85KJun 30, 26--0.06%
IHT Wealth Management, LLC11.50KJun 30, 26-7190.06%
BENJAMIN EDWARDS INC11.39KJun 30, 26--0.06%
ARS Wealth Advisors Group, LLC11.37KJun 30, 26-1890.06%
PCA Investment Advisory Services Inc.11.07KJun 30, 26--0.06%
RFG Advisory, LLC11.05KJun 30, 26-8280.06%
Annis Gardner Whiting Capital Advisors, LLC10.70KJun 30, 26--0.06%
Arkadios Wealth Advisors10.30KJun 30, 26-1.99K0.06%
Sound View Wealth Advisors Group, LLC10.24KJun 30, 26--0.06%
Blue Water Asset Management10.22KJun 30, 26--0.06%
Jessup Wealth Management, Inc10.13KJun 30, 26--0.06%
Liberty Atlantic Advisors LLC10.04KJun 30, 26--0.05%
NORTHERN TRUST CORP9.93KJun 30, 26--0.05%
MGO ONE SEVEN LLC9.89KJun 30, 26--0.05%
Trek Financial, LLC9.88KJun 30, 26-3040.05%
Fortune Financial Group, Inc.9.83KJun 30, 26+9.83K0.05%
Vise Technologies, Inc.9.75KJun 30, 26+9.75K0.05%
MORGAN STANLEY9.71KJun 30, 26--0.05%
Sigma Planning Corp9.60KJun 30, 26-120.05%
Dynamic Advisor Solutions LLC9.51KJun 30, 26-880.05%
AQR CAPITAL MANAGEMENT LLC9.48KJun 30, 26--0.05%
RETIREMENT INCOME SOLUTIONS, INC9.15KJun 30, 26--0.05%
AXXCESS WEALTH MANAGEMENT, LLC9.14KJun 30, 26+9.14K0.05%
BROWN WEALTH MANAGEMENT, LLC8.97KJun 30, 26--0.05%
COLDSTREAM CAPITAL MANAGEMENT INC8.83KJun 30, 26--0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV8.80KJun 30, 26--0.05%
Certified Advisory Corp8.78KJun 30, 26--0.05%
BIP Wealth, LLC8.78KJun 30, 26--0.05%
Miracle Mile Advisors, LLC8.74KJun 30, 26--0.05%
Triad Wealth Partners, LLC8.43KJun 30, 26+1.51K0.05%
Orion Capital Management LLC8.41KJun 30, 26-3100.05%
EVERMAY WEALTH MANAGEMENT LLC8.21KJun 30, 26-1600.04%
RED CRANE WEALTH MANAGEMENT, LLC8.12KJun 30, 26--0.04%
Tradition Wealth Management, LLC7.80KJun 30, 26-5000.04%
SIGNATUREFD, LLC7.54KJun 30, 26--0.04%
Chicago Partners Investment Group LLC7.54KJun 30, 26--0.04%
Lakeridge Wealth Management LLC7.46KJun 30, 26--0.04%
SILVER OAK SECURITIES, INCORPORATED7.35KJun 30, 26+900.04%
FIRST MANHATTAN CO. LLC.7.34KJun 30, 26-5.63K0.04%
CITY HOLDING CO7.26KJun 30, 26--0.04%
SMITH SHELLNUT WILSON LLC /ADV7.00KJun 30, 26--0.04%
RESTON WEALTH MANAGEMENT LLC6.89KJun 30, 26--0.04%
EP Wealth Advisors, LLC6.74KJun 30, 26+6.74K0.04%
Clay Northam Wealth Management, LLC6.40KJun 30, 26--0.03%
Dakota Wealth Management6.34KJun 30, 26+6.34K0.03%
PRINCIPAL SECURITIES, INC.6.22KJun 30, 26+740.03%
Vantage Point Financial LLC6.02KJun 30, 26--0.03%
Galvin, Gaustad & Stein, LLC6.00KJun 30, 26-3190.03%
Main Street Financial Solutions, LLC5.99KJun 30, 26-3540.03%
Cornerstone Wealth, LLC/TN5.96KJun 30, 26-27.00K0.03%
J.W. COLE ADVISORS, INC.5.94KJun 30, 26--0.03%
Pine Harbor Wealth Management, LLC5.83KJun 30, 26--0.03%
Cannon Advisors, Inc.5.82KJun 30, 26-6.97K0.03%
Cardinal Point Capital Management, ULC5.69KJun 30, 26--0.03%
McAdam, LLC5.67KJun 30, 26-1000.03%
Elevation Wealth Management LLC5.65KJun 30, 26--0.03%
Capital Analysts, LLC5.64KJun 30, 26--0.03%
Castle Rock Wealth Management, LLC5.18KJun 30, 26--0.03%
Stratos Wealth Advisors, LLC5.15KJun 30, 26-250.03%
Spire Wealth Management5.09KJun 30, 26-1310.03%
HENGEHOLD CAPITAL MANAGEMENT LLC5.08KJun 30, 26--0.03%
WorthPointe, LLC5.08KJun 30, 26--0.03%
Lineweaver Wealth Advisors, LLC5.04KJun 30, 26--0.03%
Forty-three Eighteen Advisors, LLC5.00KJun 30, 26--0.03%
WealthShield Partners, LLC4.99KJun 30, 26--0.03%
GILL CAPITAL PARTNERS, LLC4.80KJun 30, 26-350.03%
Capital Square, LLC4.76KJun 30, 26--0.03%
Lewis Asset Management, LLC4.66KJun 30, 26--0.03%
BridgePort Financial Solutions, LLC4.63KJun 30, 26+4.63K0.03%
Seros Financial, LLC4.60KJun 30, 26-1.70K0.03%
Nikulski Financial, Inc.4.50KJun 30, 26+4.50K0.02%
Retirement Planning Group4.47KJun 30, 26+4.47K0.02%
NWF Advisory Services Inc.4.41KJun 30, 26+4.41K0.02%
Balboa Wealth Partners4.41KJun 30, 26+4.41K0.02%
Bernard Wealth Management Corp.3.98KJun 30, 26--0.02%
DHJJ Financial Advisors, Ltd.3.83KJun 30, 26-3510.02%
Financial Network Wealth Advisors LLC3.65KJun 30, 26--0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3.27KJun 30, 26-3060.02%
Capital Investment Advisory Services, LLC1.84KJun 30, 26--0.01%
AMERIFLEX GROUP, INC.1.71KJun 30, 26--0.01%
Archer Investment Corp1.67KJun 30, 26--0.01%
Truvestments Capital LLC1.65KJun 30, 26-260.01%
Ashton Thomas Private Wealth, LLC1.64KJun 30, 26--0.01%
AlphaCore Capital LLC1.50KJun 30, 26--0.01%
EverSource Wealth Advisors, LLC1.32KJun 30, 26-1010.01%
BANK OF MONTREAL /CAN/623Jun 30, 26--0.00%
BROWN BROTHERS HARRIMAN & CO566Jun 30, 26--0.00%
JPMORGAN CHASE & CO500Jun 30, 26-3.87K0.00%
PFS Partners, LLC500Jun 30, 26--0.00%
Trifecta Capital Advisors, LLC400Jun 30, 26--0.00%
Trust Co382Jun 30, 26--0.00%
ROYAL BANK OF CANADA280Jun 30, 26+2800.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO239Jun 30, 26+2390.00%
Integrity Financial Corp /WA225Jun 30, 26--0.00%
GILPIN WEALTH MANAGEMENT, LLC200Jun 30, 26--0.00%
HAZLETT, BURT & WATSON, INC.125Jun 30, 26--0.00%
PlanVest Financial, Inc57Jun 30, 26--0.00%
Investors Portfolio Services LLC50Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28Jun 30, 26--0.00%
Golden State Equity Partners--Jun 30, 26-30.88K--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-5.36K--
Mariner, LLC--Jun 30, 26-5.19K--
O'Connor Financial Group LLC--Jun 30, 26-36.07K--
Atlantic Private Wealth, LLC--Jun 30, 26-11.59K--
Capstone Triton Financial Group, LLC--Jun 30, 26-6.03K--
WPWealth LLP--Jun 30, 26-7.02K--
Pensionmark Financial Group, LLC--Jun 30, 26-5.30K--
BARCLAYS PLC--Jun 30, 26-545--
Wagner Wealth Management, LLC--Jun 30, 26-1.99K--
LeClair Wealth Partners LLC--Jun 30, 26-10.22K--
SAGESPRING WEALTH PARTNERS, LLC--Jun 30, 26-11.27K--
WELLINGTON-ALTUS USA INC.--Jun 30, 26-2.90K--
KMG FIDUCIARY PARTNERS, LLC--Jun 30, 26-6.39K--
U.S. Capital Wealth Advisors, LLC9.90KMar 31, 26-2.34K0.05%
Sunbelt Securities, Inc.2.69KMar 31, 26-400.01%
CWM, LLC1.63KMar 31, 26--0.01%
Anfield Capital Management, LLC329Mar 31, 26--0.00%
ORG Partners LLC29.33KDec 31, 25+1.00K0.16%
Stuart Chaussee & Associates, Inc.588.59KSep 30, 25-26.31K3.22%
Siligmueller & Norvid Wealth Advisors LLC--Sep 30, 25-8.55K--
AVANTAX ADVISORY SERVICES, INC.49.47KJun 30, 25+730.27%
Atria Wealth Solutions, Inc.33.42KJun 30, 25-6.77K0.18%
Sugarloaf Wealth Management, LLC27.76KDec 31, 24-2150.15%
Riggs Capital Management LLC9.93KDec 31, 24+9.93K0.05%
Raymond James Financial Services Advisors, Inc.1.03MSep 30, 24+655.85K5.65%
RAYMOND JAMES & ASSOCIATES35.86KSep 30, 24+27.99K0.20%
Pillar Wealth Advisors, LLC--Sep 30, 24-61.77K--
BENJAMIN F. EDWARDS & COMPANY, INC.12.20KJun 30, 24--0.07%
Strategic Wealth Partners Group LLC219.83KMar 31, 24-11.93K1.20%
Cetera Advisor Networks LLC134.37KMar 31, 24-5.65K0.73%
InterOcean Capital Group, LLC72.70KMar 31, 24-4.50K0.40%
Cetera Advisors LLC62.53KMar 31, 24-25.03K0.34%
FOCUS FINANCIAL NETWORK INC /ADV19.03KDec 31, 23+19.03K0.10%
Steward Financial Group LLC109.93KSep 30, 23-27.25K0.60%
BEDEL FINANCIAL CONSULTING INC24.90KSep 30, 23+24.90K0.14%
Truadvice, LLC12.92KSep 30, 23-370.07%
Sutton Wealth Advisors Inc.2.84KSep 30, 23+3060.02%
Financial Architects, Inc32.08KJun 30, 23-1.10K0.18%
TRUSTCORE FINANCIAL SERVICES, LLC32.23KDec 31, 22--0.18%
American Portfolios Advisors13.67KSep 30, 22+10.97K0.07%
Covington Capital Management7.61KSep 30, 22-14.73K0.04%
Strategic Asset Management, LLC15Sep 30, 22+150.00%
Dixon Hughes Goodman Wealth Advisors LLC39.97KMar 31, 22-7.46K0.22%
Carroll Financial Associates, Inc.14.32KDec 31, 21--0.08%
NEXT Financial Group, Inc9.87KDec 31, 21+6.13K0.05%
Hochman Cole Investment Advisors, Inc.107.83KSep 30, 21+107.83K0.59%
OLD MISSION CAPITAL, LLC7.18KDec 31, 20+7.18K0.04%
Stearns Financial Services Group238.44KSep 30, 20+47.72K1.30%
Advisor Group, Inc.8.56KDec 31, 19-6470.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.4.30KDec 31, 19+2500.02%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV47.88KSep 30, 19+47.88K0.26%

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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.