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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 80 Institutional Holders
HolderSharesDateChange% Held
Hobbs Group Advisors, LLC664.41KJun 30, 26-3.57K14.14%
POTOMAC FUND MANAGEMENT INC /ADV657.30KJun 30, 26-24.43K13.99%
WELLS FARGO & COMPANY/MN599.57KJun 30, 26-2.46K12.76%
Beacon Capital Management, Inc.308.32KJun 30, 26+17.46K6.56%
Vermillion & White Wealth Management Group, LLC307.90KJun 30, 26+16.80K6.55%
Greenwich Wealth Management LLC300.09KJun 30, 26+10.01K6.39%
Janney Montgomery Scott LLC294.65KJun 30, 26+5906.27%
ENVESTNET ASSET MANAGEMENT INC269.61KJun 30, 26-23.81K5.74%
SYKON CAPITAL LLC136.88KJun 30, 26+136.88K2.91%
EXCHANGE TRADED CONCEPTS, LLC125.11KJun 30, 26+33.26K2.66%
Oregon Pacific Wealth Management, LLC115.00KJun 30, 26-2.26K2.45%
Atria Investments, Inc102.46KJun 30, 26-2.39K2.18%
Belpointe Asset Management LLC83.18KJun 30, 26-39.25K1.77%
Bellars Harris Wealth Management, LLC80.75KJun 30, 26+80.75K1.72%
HighTower Advisors, LLC77.13KJun 30, 26+14.58K1.64%
PUFF WEALTH MANAGEMENT, LLC65.72KJun 30, 26+65.72K1.40%
Legacy Capital Group California, Inc.64.33KJun 30, 26-9.55K1.37%
Pensionmark Financial Group, LLC59.96KJun 30, 26--1.28%
LPL Financial LLC44.14KJun 30, 26+7.18K0.94%
BLUEDOOR PRIVATE WEALTH, LLC41.65KJun 30, 26+3100.89%
Latitude Advisors, LLC37.29KJun 30, 26-2940.79%
Atomi Financial Group, Inc.37.26KJun 30, 26+460.79%
AE Wealth Management LLC35.36KJun 30, 26-1.41K0.75%
GeoWealth Management, LLC29.73KJun 30, 26-3.47K0.63%
Brinker Capital Investments, LLC28.05KJun 30, 26-4.45K0.60%
BlackDiamond Wealth Management Inc.26.53KJun 30, 26-20.71K0.56%
SILVERLAKE WEALTH MANAGEMENT LLC24.61KJun 30, 26-6.70K0.52%
NEW WAVE WEALTH ADVISORS LLC21.05KJun 30, 26+21.05K0.45%
Sound Income Strategies, LLC20.93KJun 30, 26+17.10K0.45%
WILEY BROS.-AINTREE CAPITAL, LLC20.31KJun 30, 26-1680.43%
CARY STREET PARTNERS FINANCIAL LLC18.85KJun 30, 26+18.85K0.40%
NBC SECURITIES, INC.17.50KJun 30, 26+2.10K0.37%
Medallion Wealth Advisors, LLC15.57KJun 30, 26-1.40K0.33%
CreativeOne Wealth, LLC15.40KJun 30, 26-2.96K0.33%
Clark Asset Management, LLC15.22KJun 30, 26--0.32%
Town Capital LLC14.29KJun 30, 26--0.30%
Ashton Thomas Private Wealth, LLC13.92KJun 30, 26+10.51K0.30%
DAVENPORT & Co LLC13.89KJun 30, 26--0.30%
AXXCESS WEALTH MANAGEMENT, LLC11.95KJun 30, 26+11.95K0.25%
Onyx Bridge Wealth Group LLC11.88KJun 30, 26+1550.25%
Ameritas Advisory Services, LLC11.79KJun 30, 26+11.79K0.25%
Stillwater Private Wealth, LLC9.62KJun 30, 26+9.62K0.20%
STIFEL FINANCIAL CORP8.52KJun 30, 26+8.52K0.18%
Empire Financial Management Company, LLC8.32KJun 30, 26--0.18%
Sanctuary Advisors, LLC7.86KJun 30, 26+6570.17%
Equitable Holdings, Inc.7.24KJun 30, 26+7.24K0.15%
Bank of New York Mellon Corp5.97KJun 30, 26-3980.13%
WealthTrak Capital Management LLC5.96KJun 30, 26+5.96K0.13%
Lloyd Advisory Services, LLC.5.92KJun 30, 26+5.49K0.13%
Ausdal Financial Partners, Inc.5.88KJun 30, 26-4020.13%
Raleigh Capital Management Inc.5.64KJun 30, 26-1.05K0.12%
Bryn Mawr Capital Management, LLC5.62KJun 30, 26+5.62K0.12%
Rareview Capital LLC4.95KJun 30, 26+4.95K0.11%
JPMORGAN CHASE & CO4.13KJun 30, 26+4.13K0.09%
Signature Equity Partners, LLC1.59KJun 30, 26+700.03%
UBS Group AG1.34KJun 30, 26+1.34K0.03%
ADVISOR GROUP HOLDINGS, INC.1.21KJun 30, 26+650.03%
Quest 10 Wealth Builders, Inc.1.02KJun 30, 26-870.02%
Global Trust Asset Management, LLC723Jun 30, 26--0.02%
Triumph Capital Management426Jun 30, 26-110.01%
Kingdom Financial Group LLC.421Jun 30, 26--0.01%
ROYAL BANK OF CANADA356Jun 30, 26+3560.01%
Buck Wealth Strategies, LLC186Jun 30, 26+1860.00%
VANGUARD ADVISERS INC116Jun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.104Jun 30, 26-230.00%
Silver Grove Financial Group, Inc.68Jun 30, 26+680.00%
Institute for Wealth Management, LLC.65Jun 30, 26+650.00%
Networth Advisors, LLC41Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34Jun 30, 26-1400.00%
SRS Capital Advisors, Inc.2Jun 30, 26+20.00%
Cambridge Investment Research Advisors, Inc.--Jun 30, 26-27.33K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-7.64K--
GTS SECURITIES LLC--Jun 30, 26-10.00K--
Legacy Capital Wealth Partners, LLC--Jun 30, 26-11.93K--
COMERICA BANK1.15KDec 31, 25-1.76K0.02%
Sensible Financial Planning & Management, LLC.--Sep 30, 25-26.19K--
Astor Investment Management LLC307.37KJun 30, 25-22.57K6.54%
Capital Market Strategies LLC25.26KJun 30, 25-3.19K0.54%
Orion Portfolio Solutions, LLC37.01KMar 31, 25+37.01K0.79%
Peterson Financial Group, Inc.797Sep 30, 24+7970.02%

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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.