$33.45▲0.23 (0.68%)Stale · unknown old
Institutional Ownership
Top 57 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 308.57K | Sep 30, 26 | -41.16K | 2.14% |
| Sigma Planning Corp | 204.57K | Sep 30, 26 | -10.83K | 1.42% |
| Wright Wealth LLC | 147.88K | Sep 30, 26 | +5.72K | 1.03% |
| McGrath & Associates, Inc. | 140.18K | Sep 30, 26 | +10.40K | 0.97% |
| Kestra Advisory Services, LLC | 70.94K | Sep 30, 26 | +70.94K | 0.49% |
| Lunt Capital Management, Inc. | 43.83K | Sep 30, 26 | +2.04K | 0.30% |
| Cambridge Investment Research Advisors, Inc. | 26.74K | Sep 30, 26 | -500 | 0.19% |
| Claro Advisors Inc. | 13.34K | Sep 30, 26 | +525 | 0.09% |
| Cohalo Advisory LLC | 3.13K | Sep 30, 26 | -- | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 167 | Sep 30, 26 | -- | 0.00% |
| Abound Wealth Management | 82 | Sep 30, 26 | +82 | 0.00% |
| ISLAY CAPITAL MANAGEMENT, LLC | -- | Sep 30, 26 | -300 | -- |
| CLG LLC | -- | Sep 30, 26 | -85.45K | -- |
| Private Advisory Group LLC | 504.19K | Jun 30, 26 | +55.10K | 3.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 349.74K | Jun 30, 26 | +28.24K | 2.43% |
| ENVESTNET ASSET MANAGEMENT INC | 333.41K | Jun 30, 26 | -351 | 2.31% |
| MML INVESTORS SERVICES, LLC | 330.87K | Jun 30, 26 | +24.29K | 2.30% |
| Triton Wealth Management, PLLC | 257.30K | Jun 30, 26 | +16.85K | 1.79% |
| Integrated Wealth Concepts LLC | 241.54K | Jun 30, 26 | +14.30K | 1.68% |
| BWM Planning, LLC | 229.95K | Jun 30, 26 | +4.48K | 1.60% |
| Brookwood Investment Group LLC | 198.48K | Jun 30, 26 | +40.73K | 1.38% |
| WealthTrak Capital Management LLC | 191.73K | Jun 30, 26 | -2.89K | 1.33% |
| World Investment Advisors | 161.83K | Jun 30, 26 | -- | 1.12% |
| BlackDiamond Wealth Management, LLC | 98.46K | Jun 30, 26 | +5.09K | 0.68% |
| Magnolia Private Wealth, LLC | 61.87K | Jun 30, 26 | -23.87K | 0.43% |
| BANK OF MONTREAL /CAN/ | 47.96K | Jun 30, 26 | +1.54K | 0.33% |
| Bravias Capital Group, LLC | 46.31K | Jun 30, 26 | +10.69K | 0.32% |
| Advisory Services Network, LLC | 33.46K | Jun 30, 26 | -- | 0.23% |
| Orion Porfolio Solutions, LLC | 28.53K | Jun 30, 26 | -993 | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 27.24K | Jun 30, 26 | +417 | 0.19% |
| Ascentis Wealth Management, LLC | 24.99K | Jun 30, 26 | +1.10K | 0.17% |
| WELLINGTON-ALTUS USA INC. | 17.82K | Jun 30, 26 | -2.11K | 0.12% |
| Claro Advisors Inc. | 12.82K | Jun 30, 26 | +641 | 0.09% |
| Legacy Wealth Managment, LLC/ID | 11.90K | Jun 30, 26 | +4.98K | 0.08% |
| Manhattan West Asset Management, LLC | 7.82K | Jun 30, 26 | +7.82K | 0.05% |
| Barnes Wealth Management Group, Inc | 7.33K | Jun 30, 26 | +7.33K | 0.05% |
| Ameritas Advisory Services, LLC | 6.30K | Jun 30, 26 | +6.30K | 0.04% |
| Steward Partners Investment Advisory, LLC | 5.87K | Jun 30, 26 | +5.87K | 0.04% |
| JPMORGAN CHASE & CO | 5.86K | Jun 30, 26 | +1.76K | 0.04% |
| AlphaCore Capital LLC | 3.91K | Jun 30, 26 | +3.91K | 0.03% |
| Luminist Capital LLC | 3.21K | Jun 30, 26 | +3.21K | 0.02% |
| Aptus Capital Advisors, LLC | 1.98K | Jun 30, 26 | +723 | 0.01% |
| OSAIC HOLDINGS, INC. | 464 | Jun 30, 26 | +63 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 418 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 308 | Jun 30, 26 | +308 | 0.00% |
| Arax Advisory Partners | 200 | Jun 30, 26 | +200 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 12 | Jun 30, 26 | +12 | 0.00% |
| MORGAN STANLEY | -- | Jun 30, 26 | -7.60K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -146 | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -78 | -- |
| UBS Group AG | -- | Jun 30, 26 | -5.38K | -- |
| Ascentis Independent Advisors | -- | Jun 30, 26 | -2.68K | -- |
| CWM, LLC | 2.26M | Mar 31, 26 | +63.92K | 15.67% |
| MOSELEY INVESTMENT MANAGEMENT INC | 10.66K | Mar 31, 26 | -113 | 0.07% |
| ORG Partners LLC | 15.96K | Dec 31, 25 | -1.14K | 0.11% |
| Orion Portfolio Solutions, LLC | 883.43K | Mar 31, 25 | -12.20K | 6.13% |
| JANICZEK WEALTH MANAGEMENT, LLC | 135 | Jun 30, 24 | +53 | 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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