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Institutional Ownership

Top 188 Institutional Holders
HolderSharesDateChange% Held
INDEPENDENT FINANCIAL GROUP, LLC213.25KSep 30, 26+37.74K0.84%
VisionPoint Advisory Group, LLC181.43KSep 30, 26-19.73K0.72%
Antonelli Financial Advisors, LLC18.39KSep 30, 26-1670.07%
Miller Global Investments, LLC1.08KSep 30, 26--0.00%
Farther Finance Advisors, LLC488Sep 30, 26+10.00%
CX Institutional400Sep 30, 26+50.00%
Investors Research Corp178Sep 30, 26--0.00%
WELLS FARGO & COMPANY/MN1.11MJun 30, 26+34.92K4.39%
MORGAN STANLEY1.06MJun 30, 26+75.30K4.20%
BNP PARIBAS ARBITRAGE, SNC786.00KJun 30, 26-311.50K3.10%
EVERGREEN CAPITAL MANAGEMENT LLC672.35KJun 30, 26+5.69K2.65%
BANK OF AMERICA CORP /DE/591.34KJun 30, 26+7.02K2.33%
Bank of New York Mellon Corp588.51KJun 30, 26-3.13K2.32%
AdvisorNet Financial, Inc343.00KJun 30, 26+54.53K1.35%
ADVISOR GROUP HOLDINGS, INC.331.64KJun 30, 26-21.59K1.31%
LPL Financial LLC259.38KJun 30, 26-81.05K1.02%
AMERIPRISE FINANCIAL INC207.31KJun 30, 26+2.94K0.82%
Foundations Investment Advisors, LLC201.62KJun 30, 26-26.65K0.80%
Point Nemo Capital, LLC183.21KJun 30, 26+183.21K0.72%
INDEPENDENT FINANCIAL GROUP, LLC175.51KJun 30, 26+20.00K0.69%
ENVESTNET ASSET MANAGEMENT INC169.65KJun 30, 26+10.91K0.67%
Paradigm Financial Partners, LLC138.99KJun 30, 26+138.99K0.55%
Mount Lucas Management LP137.84KJun 30, 26+74.82K0.54%
RAYMOND JAMES FINANCIAL INC130.70KJun 30, 26+5.43K0.52%
MML INVESTORS SERVICES, LLC123.57KJun 30, 26+34.60K0.49%
Cetera Investment Advisers122.33KJun 30, 26+7.42K0.48%
UBS Group AG118.14KJun 30, 26-2400.47%
BRIDGES INVESTMENT MANAGEMENT INC95.08KJun 30, 26-5440.38%
HARBOUR INVESTMENTS, INC.87.70KJun 30, 26-3.48K0.35%
ROYAL BANK OF CANADA85.99KJun 30, 26-28.40K0.34%
Tower Research Capital LLC (TRC)59.60KJun 30, 26+53.38K0.24%
Invst, LLC57.60KJun 30, 26+7.66K0.23%
D. E. Shaw & Co., Inc.56.31KJun 30, 26+56.31K0.22%
JANE STREET GROUP, LLC54.69KJun 30, 26+54.69K0.22%
Arlington Capital Management, Inc.50.89KJun 30, 26+3.68K0.20%
TRUIST FINANCIAL CORP50.14KJun 30, 26+7.42K0.20%
IHT Wealth Management, LLC48.27KJun 30, 26-1.38K0.19%
Toroso Investments, LLC45.92KJun 30, 26+3.38K0.18%
Janney Montgomery Scott LLC41.44KJun 30, 26-1.20K0.16%
Cambridge Investment Research Advisors, Inc.40.65KJun 30, 26+7410.16%
FIRST FOUNDATION ADVISORS39.96KJun 30, 26-2.52K0.16%
Man Group plc39.51KJun 30, 26--0.16%
Aster Capital Management (DIFC) Ltd35.73KJun 30, 26+35.73K0.14%
Allspring Global Investments Holdings, LLC34.20KJun 30, 26+3.60K0.14%
PARK AVENUE SECURITIES LLC30.41KJun 30, 26+4.60K0.12%
Capital Investment Advisors, LLC30.13KJun 30, 26-3280.12%
CHOREO, LLC29.47KJun 30, 26-6.82K0.12%
CAPTRUST FINANCIAL ADVISORS28.73KJun 30, 26-7.93K0.11%
Simplicity Wealth,LLC27.90KJun 30, 26+27.90K0.11%
Wealthfront Advisers LLC24.83KJun 30, 26+1.45K0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO24.76KJun 30, 26+2540.10%
KESTRA PRIVATE WEALTH SERVICES, LLC24.59KJun 30, 26-6350.10%
MANNING & NAPIER ADVISORS LLC24.36KJun 30, 26-3.87K0.10%
GOLDMAN SACHS GROUP INC24.23KJun 30, 26-38.35K0.10%
Kestra Advisory Services, LLC23.85KJun 30, 26-7.03K0.09%
AE Wealth Management LLC23.45KJun 30, 26+5.82K0.09%
Sumitomo Mitsui Trust Group, Inc.23.39KJun 30, 26-1.83K0.09%
THRIVENT FINANCIAL FOR LUTHERANS22.92KJun 30, 26--0.09%
Mariner, LLC22.85KJun 30, 26+3.88K0.09%
CreativeOne Wealth, LLC20.51KJun 30, 26+2580.08%
SUMITOMO MITSUI FINANCIAL GROUP, INC.20.44KJun 30, 26+3.61K0.08%
Wealthcare Advisory Partners LLC20.28KJun 30, 26-340.08%
AlphaCentric Advisors LLC20.23KJun 30, 26+11.14K0.08%
STIFEL FINANCIAL CORP19.95KJun 30, 26-28.44K0.08%
CITIGROUP INC19.20KJun 30, 26+6440.08%
Antonelli Financial Advisors, LLC18.56KJun 30, 26-1.84K0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.98KJun 30, 26-9.01K0.07%
Mutual Advisors, LLC16.15KJun 30, 26--0.06%
Cascade Financial Partners, LLC14.45KJun 30, 26--0.06%
FIFTH THIRD BANCORP13.39KJun 30, 26--0.05%
J.W. COLE ADVISORS, INC.13.32KJun 30, 26-1.40K0.05%
Fortitude Family Office, LLC12.65KJun 30, 26+3.30K0.05%
NBC SECURITIES, INC.12.45KJun 30, 26+1.21K0.05%
FWL INVESTMENT MANAGEMENT, LLC12.10KJun 30, 26-2.06K0.05%
Endowment Wealth Management, Inc.11.39KJun 30, 26-1.21K0.04%
Ethos Financial Group, LLC11.28KJun 30, 26--0.04%
Sage Advisory Services, Ltd.Co.10.38KJun 30, 26--0.04%
PRELUDE CAPITAL MANAGEMENT, LLC10.00KJun 30, 26-21.00K0.04%
Brookstone Capital Management9.98KJun 30, 26-1.38K0.04%
INSIGNEO ADVISORY SERVICES, LLC9.47KJun 30, 26+9.47K0.04%
IFP Advisors, Inc9.41KJun 30, 26-5230.04%
Global Retirement Partners, LLC9.19KJun 30, 26+9.19K0.04%
Advyzon Investment Management, LLC9.12KJun 30, 26+9.12K0.04%
Rockefeller Capital Management L.P.8.26KJun 30, 26-1870.03%
SIMPLEX TRADING, LLC7.68KJun 30, 26+7.68K0.03%
US BANCORP \DE\7.03KJun 30, 26+500.03%
Triumph Capital Management5.49KJun 30, 26+2640.02%
MERCER GLOBAL ADVISORS INC /ADV2.71KJun 30, 26+2.71K0.01%
EFG International AG2.00KJun 30, 26--0.01%
FMR LLC1.95KJun 30, 26+1.36K0.01%
Synergy Investment Management, LLC1.68KJun 30, 26+240.01%
JPMORGAN CHASE & CO1.50KJun 30, 26-350.01%
Sunrise Financial Services, LLC1.17KJun 30, 26-330.00%
Purpose Unlimited Inc.1.15KJun 30, 26-1210.00%
MATHER GROUP, LLC.786Jun 30, 26--0.00%
Transce3nd, LLC737Jun 30, 26-100.00%
ORG Wealth Partners, LLC589Jun 30, 26--0.00%
FAS Wealth Partners, Inc.422Jun 30, 26--0.00%
BRYN MAWR TRUST Co375Jun 30, 26--0.00%
BLAIR WILLIAM & CO/IL336Jun 30, 26+3360.00%
Integrated Wealth Concepts LLC300Jun 30, 26+3000.00%
Silver Grove Financial Group, Inc.274Jun 30, 26+2740.00%
Federation des caisses Desjardins du Quebec265Jun 30, 26--0.00%
Salomon & Ludwin, LLC247Jun 30, 26--0.00%
Anchor Investment Management, LLC200Jun 30, 26--0.00%
Golden State Wealth Management, LLC163Jun 30, 26+40.00%
PRIVATE TRUST CO NA150Jun 30, 26--0.00%
Spire Wealth Management96Jun 30, 26--0.00%
Parallel Advisors, LLC91Jun 30, 26--0.00%
Allworth Financial LP74Jun 30, 26+20.00%
NATIONAL BANK OF CANADA /FI/71Jun 30, 26+710.00%
VALLEY NATIONAL ADVISERS INC63Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.50Jun 30, 26--0.00%
Virtus ETF Advisers LLC24Jun 30, 26--0.00%
SBI Securities Co., Ltd.12Jun 30, 26-60.00%
SRS Capital Advisors, Inc.3Jun 30, 26+10.00%
Atomic Invest LLC2Jun 30, 26+20.00%
MAI Capital Management--Jun 30, 26-1.59K--
Private Advisor Group, LLC--Jun 30, 26-17.30K--
EXCEL SECURITIES & ASSOCIATES, INC.--Jun 30, 26-2.00K--
Russell Investments Group, Ltd.--Jun 30, 26-60--
Lido Advisors, LLC--Jun 30, 26-13.14K--
Soltis Investment Advisors LLC--Jun 30, 26-25.25K--
MCF Advisors LLC--Jun 30, 26-6.45K--
WealthShield Partners, LLC--Jun 30, 26-1.00K--
Advisory Services Network, LLC--Jun 30, 26-1.71K--
Quantinno Capital Management LP--Jun 30, 26-9.98K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-4.24K--
Cynosure Group, LLC--Jun 30, 26-131.60K--
Proficio Capital Partners LLC--Jun 30, 26-48.84K--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-9.91K--
Golden State Equity Partners--Jun 30, 26-21.30K--
Strategic Financial Concepts, LLC--Jun 30, 26-33.95K--
CITADEL ADVISORS LLC--Jun 30, 26-84.53K--
Anfield Capital Management, LLC8.05KMar 31, 26+8.05K0.03%
CWM, LLC1.75KMar 31, 26-1100.01%
McIlrath & Eck, LLC--Mar 31, 26-3.54K--
COMERICA BANK14.27KDec 31, 25-6130.06%
Litman Gregory Wealth Management LLC25Dec 31, 25+250.00%
Glenmede Investment Management, LP34.56KSep 30, 25+34.56K0.14%
NAPA WEALTH MANAGEMENT21.73KSep 30, 25-4600.09%
AVANTAX ADVISORY SERVICES, INC.24.69KJun 30, 25-7.25K0.10%
Copperwynd Financial, LLC--Jun 30, 25-113.51K--
Sanctuary Wealth Management, L.L.C.820Dec 31, 24--0.00%
RAYMOND JAMES & ASSOCIATES115.17KSep 30, 24+50.64K0.45%
Raymond James Financial Services Advisors, Inc.79.96KSep 30, 24+64.24K0.32%
BlackRock Inc.--Jun 30, 24-270.12K--
Highlander Capital Management, LLC410Mar 31, 24--0.00%
Retirement Group, LLC31Mar 31, 24--0.00%
Cutler Group LLC / CA--Mar 31, 24-3.93K--
PATHSTONE FAMILY OFFICE, LLC15.54KSep 30, 23--0.06%
Claybrook Capital, LLC12.52KSep 30, 23--0.05%
BDO Wealth Advisors, LLC97.45KJun 30, 23-3.59K0.38%
CFO4Life, L.P.12.89KDec 31, 22+12.89K0.05%
American Portfolios Advisors3.99KSep 30, 22-1430.02%
KARLINSKI ANDREW C262Sep 30, 22--0.00%
NEXT Financial Group, Inc3.02KDec 31, 21-1.61K0.01%
REILLY FINANCIAL ADVISORS, LLC950Dec 31, 21+4500.00%
NorthCoast Asset Management LLC14.41KSep 30, 21--0.06%
Sonora Investment Management, LLC1.09KSep 30, 21--0.00%
FormulaFolio Investments, LLC9.32KJun 30, 21--0.04%
ROWLAND CARMICHAEL ADVISORS INC /ADV5.80KDec 31, 20-3.66K0.02%
Reby Advisors, LLC959Dec 31, 20+9590.00%
First Allied Advisory Services, Inc.13.00KSep 30, 20-1.11K0.05%
Price Wealth, LLC4.70KSep 30, 20+4.70K0.02%
TCG Advisors, LP--Sep 30, 20-36.41K--
FIDUCIARY TRUST INTERNATIONAL LLC8.51KJun 30, 20+8.51K0.03%
Willingdon Wealth Management--Mar 31, 20-3.08K--
Advisor Group, Inc.76.58KDec 31, 19+5.55K0.30%
LADENBURG THALMANN FINANCIAL SERVICES INC.72.78KDec 31, 19+2.92K0.29%
BB&T SECURITIES, LLC11.26KSep 30, 19+2.59K0.04%
AVIANCE CAPITAL MANAGEMENT, LLC13.03KMar 31, 19+3.05K0.05%
NEXT Financial Holdings853Mar 31, 19+8530.00%
Patriot Wealth Management, Inc.93.09KDec 31, 18+8.14K0.37%
COMERICA SECURITIES INC24.71KDec 31, 18+24.71K0.10%
Laurel Grove Capital, LLC13.65KSep 30, 18+3750.05%
Vestpro Financial Partners, Inc. dba CPF Texas137Sep 30, 18+1370.00%
AHL Partners LLP164.68KDec 31, 17+164.68K0.65%
IFC Holdings Incorporated/FL9.48KDec 31, 17+3.54K0.04%
NATIONAL PLANNING CORP--Dec 31, 17-18.26K--
Smith Affiliated Capital Corp.3.03KSep 30, 17--0.01%
Virtu KCG Holdings LLC35.98KJun 30, 17+35.98K0.14%
Commonwealth Equity Services, Inc15.03KJun 30, 17+2.90K0.06%
BlackRock Fund Advisors957.15KDec 31, 16+957.15K3.78%
Braver Wealth Management, LLC153.75KDec 31, 16+153.75K0.61%
MSI Financial Services Inc34.93KDec 31, 16+34.93K0.14%
INTEGRATED WEALTH COUNSEL, LLC13.36KDec 31, 16+13.36K0.05%
HIGH POINT BANK & TRUST CO550Dec 31, 16+5500.00%

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

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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.