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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| EATON VANCE MANAGEMENT | -- | Sep 30, 22 | -9.09K | -- |
| Farmer Steven Patrick | 35.12K | Jun 30, 22 | +35.12K | 0.12% |
| Private Capital Group, LLC | 165 | Jun 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 37 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 58.76K | Mar 31, 22 | +4.17K | 0.20% |
| People's United Financial, Inc. | 6.80K | Mar 31, 22 | -734 | 0.02% |
| Amalgamated Financial Corp. | 3.57K | Mar 31, 22 | +3.57K | 0.01% |
| NEXT Financial Group, Inc | 13 | Dec 31, 21 | -- | 0.00% |
| BBVA USA | 9.81K | Sep 30, 21 | -619 | 0.03% |
| Marshall Wace North America L.P. | 1.49K | Sep 30, 21 | +1.49K | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1.02K | Sep 30, 21 | -- | 0.00% |
| Berman Capital Advisors, LLC | 172 | Sep 30, 21 | +8 | 0.00% |
| PICTET ASSET MANAGEMENT LTD | 1.70K | Jun 30, 21 | +100 | 0.01% |
| PNC Managed Account Solutions, Inc. | 660 | Jun 30, 21 | +660 | 0.00% |
| WADDELL & REED FINANCIAL INC | 145.29K | Mar 31, 21 | -132.90K | 0.50% |
| BBVA USA Bancshares, Inc. | 10.75K | Mar 31, 21 | -179 | 0.04% |
| THB ASSET MANAGEMENT | 6.80K | Dec 31, 20 | +1.23K | 0.02% |
| Aperio Group, LLC | 4.08K | Dec 31, 20 | -286 | 0.01% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 51 | Sep 30, 20 | -- | 0.00% |
| BRINKER CAPITAL INC | 23.86K | Jun 30, 20 | +2.53K | 0.08% |
| TRUEWEALTH LLC | -- | Jun 30, 20 | -112 | -- |
| Squar Milner Financial Services LLC | 1.82K | Mar 31, 20 | +299 | 0.01% |
| CHICAGO EQUITY PARTNERS LLC | -- | Mar 31, 20 | -3.00K | -- |
| Advisor Group, Inc. | 5.34K | Dec 31, 19 | +193 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 949 | Dec 31, 19 | +355 | 0.00% |
| Crow Point Partners, LLC | -- | Dec 31, 19 | -1.59K | -- |
| SUNTRUST BANKS INC | 31.78K | Sep 30, 19 | +800 | 0.11% |
| BB&T SECURITIES, LLC | 19.32K | Sep 30, 19 | +812 | 0.07% |
| Cortina Asset Management, LLC | 89.47K | Jun 30, 19 | -860 | 0.31% |
| WILLIAMS JONES & ASSOCIATES LLC | 1.20K | Jun 30, 19 | -380 | 0.00% |
| OppenheimerFunds, Inc. | 423.83K | Mar 31, 19 | +30.97K | 1.46% |
| TEACHERS ADVISORS, LLC | 51.98K | Mar 31, 19 | +1.31K | 0.18% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 46.04K | Mar 31, 19 | -14.07K | 0.16% |
| NEXT Financial Holdings | 1.37K | Mar 31, 19 | +1.37K | 0.00% |
| Sterling Global Strategies LLC | -- | Mar 31, 19 | -161 | -- |
| Global X Management CO LLC | 5.89K | Jun 30, 18 | +855 | 0.02% |
| FORTALEZA ASSET MANAGEMENT INC/ | 1.40K | Jun 30, 18 | -700 | 0.00% |
| AHL Partners LLP | 3.27K | Dec 31, 17 | -3.83K | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 1.13K | Dec 31, 17 | +411 | 0.00% |
| Hutchin Hill Capital, LP | -- | Dec 31, 17 | -8.30K | -- |
| I.G. INVESTMENT MANAGEMENT, LTD. | 24.20K | Sep 30, 17 | -- | 0.08% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -398 | -- |
| ABERDEEN ASSET MANAGEMENT PLC/UK | 395.89K | Jun 30, 17 | -113.70K | 1.36% |
| 1st Global Advisors, Inc. | 6.47K | Jun 30, 17 | -48 | 0.02% |
| Perkins Investment Management, LLC | 178.52K | Mar 31, 17 | +4.15K | 0.62% |
| BlackRock Fund Advisors | 964.05K | Dec 31, 16 | +222.12K | 3.32% |
| BlackRock Institutional Trust Company, N.A. | 600.49K | Dec 31, 16 | +11.78K | 2.07% |
| BlackRock Investment Management, LLC | 83.87K | Dec 31, 16 | -757 | 0.29% |
| BlackRock Group LTD | 19.31K | Dec 31, 16 | +966 | 0.07% |
| BLACKROCK ADVISORS LLC | 12.33K | Dec 31, 16 | +339 | 0.04% |
| MSI Financial Services Inc | 173 | Dec 31, 16 | +41 | 0.00% |
| Emerald Acquisition Ltd. | 1.94K | Sep 30, 16 | -1.94K | 0.01% |
| VALUE HOLDINGS LP | -- | Sep 30, 16 | -8.66K | -- |
| RUSSELL FRANK CO/ | 3.87K | Mar 31, 16 | -- | 0.01% |
| BRYN MAWR CAPITAL MANAGEMENT INC | -- | Sep 30, 15 | -4.56K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 28.89K | Jun 30, 15 | -1.17K | 0.10% |
| Placemark Investments, Inc. | 26.58K | Dec 31, 14 | +1.82K | 0.09% |
| Gary Goldberg Planning Services Inc | 717 | Dec 31, 14 | -145 | 0.00% |
| UBS AG | 17.31K | Sep 30, 14 | +3.23K | 0.06% |
| MUNDER CAPITAL MANAGEMENT | 4.45K | Sep 30, 14 | -2.71K | 0.02% |
| Credo Capital Management, LLC | 212 | Dec 31, 13 | +42 | 0.00% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -3.89K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 3.55K | Sep 30, 13 | +3.55K | 0.01% |
| Irish Life Investment Managers Ltd. | 937 | Jun 30, 13 | -- | 0.00% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 10.32K | Mar 31, 13 | -383 | 0.04% |
| Manulife Investment Management (North America) Ltd | 8.03K | Mar 31, 13 | +159 | 0.03% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 6.11K | Jun 30, 08 | +6.11K | 0.02% |
