SAR

Institutional Ownership

Top 91 Institutional Holders
HolderSharesDateChange% Held
Lido Advisors, LLC181.52KJun 30, 26-17.62K1.11%
Private Advisor Group, LLC146.68KJun 30, 26-18.46K0.90%
Legal & General Group Plc141.23KJun 30, 26+18.29K0.87%
Hennion & Walsh Asset Management, Inc.127.04KJun 30, 26-10.63K0.78%
Advisors Asset Management, Inc.121.64KJun 30, 26+15.01K0.75%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC116.01KJun 30, 26+33.60K0.71%
LPL Financial LLC111.91KJun 30, 26-2.09K0.69%
WELLS FARGO & COMPANY/MN85.08KJun 30, 26-1880.52%
Ethos Financial Group, LLC56.53KJun 30, 26+3.69K0.35%
Janney Montgomery Scott LLC56.16KJun 30, 26+45.90K0.34%
BlackRock, Inc.53.26KJun 30, 26-1.33K0.33%
CITADEL ADVISORS LLC50.51KJun 30, 26+27.20K0.31%
RAYMOND JAMES FINANCIAL INC49.14KJun 30, 26+6890.30%
Wealthcare Advisory Partners LLC49.14KJun 30, 26-1.43K0.30%
Palogic Value Management, L.P.46.68KJun 30, 26--0.29%
Next Level Private LLC43.53KJun 30, 26--0.27%
MORGAN STANLEY41.71KJun 30, 26+13.43K0.26%
JB CAPITAL PARTNERS LP33.85KJun 30, 26--0.21%
Colony Group, LLC31.44KJun 30, 26+3.73K0.19%
Focus Financial Network, Inc.25.22KJun 30, 26+4.04K0.15%
XTX Topco Ltd24.94KJun 30, 26+14.86K0.15%
Cambridge Investment Research Advisors, Inc.23.20KJun 30, 26-7770.14%
Cetera Investment Advisers23.00KJun 30, 26+7000.14%
ADVISOR GROUP HOLDINGS, INC.22.75KJun 30, 26+530.14%
GREENWOOD GEARHART INC21.50KJun 30, 26+3.70K0.13%
Virtus Investment Advisers, Inc.20.76KJun 30, 26-5.00K0.13%
ROYAL BANK OF CANADA19.24KJun 30, 26+1.29K0.12%
TWO SIGMA INVESTMENTS, LP17.42KJun 30, 26-37.33K0.11%
D.A. DAVIDSON & CO.14.89KJun 30, 26-3.41K0.09%
AMERIPRISE FINANCIAL INC14.78KJun 30, 26-3.35K0.09%
COMMONWEALTH EQUITY SERVICES, LLC11.12KJun 30, 26-6.06K0.07%
WEDBUSH SECURITIES INC10.20KJun 30, 26-5000.06%
Steward Partners Investment Advisory, LLC9.85KJun 30, 26+2.37K0.06%
VestGen Advisors, LLC9.72KJun 30, 26-9.53K0.06%
BANK OF AMERICA CORP /DE/9.58KJun 30, 26-15.45K0.06%
JPMORGAN CHASE & CO6.93KJun 30, 26-920.04%
UBS Group AG6.67KJun 30, 26-20.61K0.04%
Register Financial Advisors LLC6.03KJun 30, 26+240.04%
BI Asset Management Fondsmaeglerselskab A/S4.98KJun 30, 26-22.04K0.03%
Triumph Capital Management2.95KJun 30, 26+1.18K0.02%
Aquatic Capital Management LLC1.01KJun 30, 26-4.71K0.01%
IFP Advisors, Inc1.00KJun 30, 26--0.01%
IFG Advisory, LLC1.00KJun 30, 26+1.00K0.01%
Integrated Wealth Concepts LLC965Jun 30, 26+9650.01%
BNP PARIBAS ARBITRAGE, SNC809Jun 30, 26+1250.00%
EVOLUTION WEALTH MANAGEMENT INC.701Jun 30, 26--0.00%
State of Alaska, Department of Revenue630Jun 30, 26--0.00%
PFS Partners, LLC503Jun 30, 26--0.00%
Russell Investments Group, Ltd.285Jun 30, 26-430.00%
Avion Wealth218Jun 30, 26+70.00%
Strategic Investment Solutions, Inc. /IL100Jun 30, 26--0.00%
NewEdge Advisors, LLC100Jun 30, 26+1000.00%
West Financial Advisors, LLC57Jun 30, 26+10.00%
Larson Financial Group LLC49Jun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV48Jun 30, 26+480.00%
Quarry LP20Jun 30, 26+200.00%
Hurley Capital, LLC15Jun 30, 26--0.00%
Frazier Financial Advisors, LLC10Jun 30, 26+100.00%
PFG Advisors--Jun 30, 26-21.70K--
MAI Capital Management--Jun 30, 26-125--
BRYN MAWR TRUST Co--Jun 30, 26-500--
Western Wealth Management, LLC--Jun 30, 26-3.19K--
Advisory Services Network, LLC--Jun 30, 26-241--
HighTower Advisors, LLC--Jun 30, 26-10.22K--
Fortitude Family Office, LLC--Jun 30, 26-140--
Daytona Street Capital LLC--Jun 30, 26-2.00K--
HRT FINANCIAL LP--Jun 30, 26-21.52K--
Sunbelt Securities, Inc.13.73KMar 31, 26--0.08%
TWO SIGMA ADVISERS, LP11.00KDec 31, 25-89.65K0.07%
CIBC Private Wealth Group, LLC500Dec 31, 25--0.00%
Promus Capital, LLC1.27KSep 30, 25--0.01%
AVANTAX ADVISORY SERVICES, INC.10.33KJun 30, 25-540.06%
RAYMOND JAMES & ASSOCIATES33.00KSep 30, 24+3.14K0.20%
TMD Wealth Management, LLC67.73KJun 30, 24-4970.42%
PUTNAM INVESTMENTS LLC30.29KDec 31, 23-8.01K0.19%
Bartlett & Co. LLC500Dec 31, 23--0.00%
Claybrook Capital, LLC41.82KSep 30, 23--0.26%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.--Sep 30, 23-7.50K--
Ahrens Investment Partners LLC1.27KMar 31, 23+1.27K0.01%
American Portfolios Advisors880Sep 30, 22--0.01%
WEBER ALAN W33.85KDec 31, 20--0.21%
Winslow, Evans & Crocker, Inc.1.20KDec 31, 20+1.20K0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.133.58KDec 31, 19+24.79K0.82%
Advisor Group, Inc.13.25KDec 31, 19+1690.08%
BB&T SECURITIES, LLC18.16KSep 30, 19+6.81K0.11%
ADVANTAGE INVESTMENT MANAGEMENT, LLC9.86KSep 30, 19-2.45K0.06%
CUE ADVISORY SERVICES, INC.39.45KSep 30, 18--0.24%
Delpha Capital Management, LLC--Mar 31, 18-300--
MSI Financial Services Inc4.33KDec 31, 16--0.03%
Relative Value Partners, LLC41.52KMar 31, 15+5.75K0.25%
UBS AG1.17KSep 30, 14-2070.01%

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.