$19.02▲0.06 (0.29%)Stale · 2 weeks old
Extended:$19.35+0.34 (+1.76%)
Institutional Ownership
Top 16 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 617.51K | Sep 30, 26 | +355.12K | 8.99% |
| Trailhead Planners LLC | 262.01K | Sep 30, 26 | +115.31K | 3.81% |
| BWM Planning, LLC | 216.17K | Sep 30, 26 | +13.53K | 3.15% |
| Wright Wealth LLC | 148.18K | Sep 30, 26 | +6.62K | 2.16% |
| Kestra Advisory Services, LLC | 113.32K | Sep 30, 26 | +113.32K | 1.65% |
| WealthTrak Capital Management LLC | 100.87K | Sep 30, 26 | -1.80K | 1.47% |
| J. M. Brown & Associates Inc. | 26.83K | Sep 30, 26 | +26.83K | 0.39% |
| Manhattan West Asset Management, LLC | 19.52K | Sep 30, 26 | -- | 0.28% |
| Aptus Capital Advisors, LLC | 5.37K | Sep 30, 26 | -- | 0.08% |
| Luminist Capital LLC | 2.54K | Sep 30, 26 | +956 | 0.04% |
| Integrated Wealth Concepts LLC | 403.05K | Jun 30, 26 | +24.67K | 5.87% |
| World Investment Advisors | 385.31K | Jun 30, 26 | -- | 5.61% |
| Betterment LLC | 26.84K | Jun 30, 26 | +135 | 0.39% |
| Manhattan West Asset Management, LLC | 19.52K | Jun 30, 26 | +19.52K | 0.28% |
| CWM, LLC | 740 | Mar 31, 26 | -- | 0.01% |
| JANICZEK WEALTH MANAGEMENT, LLC | 72 | Jun 30, 24 | -- | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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