QALT

Institutional Ownership

Top 42 Institutional Holders
HolderSharesDateChange% Held
Apeiron RIA LLC--Sep 30, 26-1.39K--
Merit Financial Group, LLC248.26KJun 30, 26+4.92K3.38%
ADVISOR GROUP HOLDINGS, INC.246.02KJun 30, 26+5.48K3.35%
James Hambro & Partners52.28KJun 30, 26--0.71%
55 North Private Wealth, LLC45.19KJun 30, 26+45.19K0.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC43.22KJun 30, 26-7570.59%
SEI INVESTMENTS CO26.30KJun 30, 26+26.30K0.36%
ENVESTNET ASSET MANAGEMENT INC19.92KJun 30, 26+4.60K0.27%
Stewardship Advisors, LLC19.68KJun 30, 26-910.27%
Janney Montgomery Scott LLC19.64KJun 30, 26-500.27%
AMERIFLEX GROUP, INC.16.44KJun 30, 26+16.44K0.22%
CORA CAPITAL ADVISORS LLC15.76KJun 30, 26+200.21%
Beacon Pointe Advisors, LLC13.97KJun 30, 26-1.16K0.19%
LexAurum Advisors, LLC11.52KJun 30, 26-4230.16%
LPL Financial LLC10.38KJun 30, 26+10.38K0.14%
Patriot Financial Group Insurance Agency, LLC8.89KJun 30, 26-10.26K0.12%
COMPASS CAPITAL CORP /MA/ /ADV8.35KJun 30, 26+1480.11%
Advisory Services Network, LLC7.94KJun 30, 26-5370.11%
ROYAL BANK OF CANADA5.65KJun 30, 26+3.92K0.08%
Global Retirement Partners, LLC5.00KJun 30, 26+5.00K0.07%
Capital Investment Advisory Services, LLC3.98KJun 30, 26+3.98K0.05%
Silver Grove Financial Group, Inc.2.49KJun 30, 26--0.03%
Innovative Asset Advisors Group, LLC1.96KJun 30, 26+1.96K0.03%
WPG Advisers, LLC1.73KJun 30, 26-160.02%
Pinnacle Wealth Planning Services, Inc.1.71KJun 30, 26-60.02%
JPMORGAN CHASE & CO1.35KJun 30, 26--0.02%
UBS Group AG1.15KJun 30, 26+1.05K0.02%
Cornerstone National Bank & Trust Co626Jun 30, 26-1590.01%
Rossby Financial, LCC536Jun 30, 26--0.01%
Whipplewood Advisors, LLC405Jun 30, 26--0.01%
Ameritas Advisory Services, LLC363Jun 30, 26-32.23K0.00%
MORGAN STANLEY265Jun 30, 26-30.00%
FMR LLC237Jun 30, 26+2370.00%
Cape Investment Advisory, Inc.180Jun 30, 26+1800.00%
Allworth Financial LP175Jun 30, 26-1390.00%
IFG Advisory, LLC60Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN13Jun 30, 26+130.00%
MAI Capital Management--Jun 30, 26-1.63K--
ASSETMARK, INC--Jun 30, 26-2--
JANE STREET GROUP, LLC--Jun 30, 26-10.80K--
CWM, LLC623Mar 31, 26+1290.01%
Binnacle Investments Inc7.30KSep 30, 25+7.30K0.10%

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.