RTM

Institutional Ownership

Top 28 Institutional Holders
HolderSharesDateChange% Held
CWM, LLC--Mar 31, 26-762--
Obsidian Personal Planning Solutions LLC60.54KSep 30, 25-2.02K3.13%
Bristlecone Advisors, LLC--Sep 30, 25-115--
AVANTAX ADVISORY SERVICES, INC.171.34KJun 30, 25-16.70K8.86%
Schechter Investment Advisors, LLC6.55KMar 31, 25--0.34%
SignalPoint Asset Management, LLC25.78KDec 31, 24-1.94K1.33%
Zions Bancorporation, N.A.2.05KDec 31, 24--0.11%
Raymond James Financial Services Advisors, Inc.82.18KSep 30, 24+2.90K4.25%
Bridge Advisory, LLC22.86KSep 30, 24-211.18%
RAYMOND JAMES & ASSOCIATES6.60KSep 30, 24-3570.34%
Cetera Advisor Networks LLC98.60KMar 31, 24-9.58K5.10%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC8.38KMar 31, 24-2960.43%
Cetera Advisors LLC7.33KMar 31, 24+6260.38%
FOCUS FINANCIAL NETWORK INC /ADV13.60KDec 31, 23+13.60K0.70%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.42.70KSep 30, 23+21.49K2.21%
Milestone Advisory Partners25.83KSep 30, 23+21.37K1.34%
Kistler-Tiffany Companies, LLC365Jun 30, 23-400.02%
Kalos Management, Inc.14Jun 30, 23--0.00%
American Portfolios Advisors475Sep 30, 22+4750.02%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV49.21KDec 31, 21-7.07K2.55%
Asset Planning Services, Ltd.3.15KDec 31, 21-1310.16%
Carroll Financial Associates, Inc.130Dec 31, 21--0.01%
Novak Financial Planning, LLC4.35KJun 30, 21-3340.22%
LifePlan Financial Group, Inc--Sep 30, 20-24.16K--
FRONTIER INVESTMENT MGMT CO204.24KJun 30, 20+26.98K10.56%
Advisor Group, Inc.7.42KDec 31, 19-8880.38%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.27KDec 31, 19-2000.07%
Ken Stern & Associates, Inc.2.47KSep 30, 18+2.47K0.13%

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

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.