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Institutional Ownership

Top 167 Institutional Holders
HolderSharesDateChange% Held
Toroso Investments, LLC1.39MJun 30, 26+718.57K5.50%
ENVESTNET ASSET MANAGEMENT INC1.39MJun 30, 26-2.60M5.47%
Mirae Asset Global Investments Co., Ltd.742.96KJun 30, 26-234.66K2.93%
SFMG, LLC621.81KJun 30, 26+81.00K2.45%
LPL Financial LLC601.65KJun 30, 26-758.52K2.37%
Carolina Wealth Advisors, LLC579.54KJun 30, 26+15.28K2.29%
Werba Rubin Papier Wealth Management465.47KJun 30, 26-13.22K1.84%
MML INVESTORS SERVICES, LLC400.84KJun 30, 26-575.59K1.58%
Bank of New York Mellon Corp320.13KJun 30, 26+34.43K1.26%
WELLS FARGO & COMPANY/MN263.80KJun 30, 26-205.49K1.04%
Cetera Investment Advisers236.73KJun 30, 26-135.92K0.93%
AllGen Financial Advisors, Inc.221.74KJun 30, 26+221.74K0.87%
Summit Financial, LLC207.40KJun 30, 26+18.33K0.82%
Beacon Bridge Wealth Partners, LLC169.91KJun 30, 26-6.94K0.67%
AMERIPRISE FINANCIAL INC167.19KJun 30, 26+6.38K0.66%
L2 Asset Management, LLC165.65KJun 30, 26-159.28K0.65%
Centric Wealth Management164.69KJun 30, 26--0.65%
MORGAN STANLEY159.44KJun 30, 26-153.09K0.63%
ROYAL BANK OF CANADA144.19KJun 30, 26-6.13K0.57%
Attessa Capital LLC132.65KJun 30, 26+9.13K0.52%
Professional Financial Management, Inc.111.21KJun 30, 26+9.12K0.44%
JPMORGAN CHASE & CO108.73KJun 30, 26-311.05K0.43%
WT Wealth Management103.76KJun 30, 26+12.71K0.41%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC99.76KJun 30, 26+54.83K0.39%
Fermata Advisors, LLC98.43KJun 30, 26+45.87K0.39%
Charles Schwab Trust Co89.89KJun 30, 26+4.58K0.35%
GOLDMAN SACHS GROUP INC88.48KJun 30, 26-30.25K0.35%
BANK OF AMERICA CORP /DE/83.07KJun 30, 26+5.56K0.33%
Principia Wealth Advisory, LLC82.62KJun 30, 26-49.33K0.33%
MFG WEALTH MANAGEMENT, INC.78.53KJun 30, 26+5.20K0.31%
PARK AVENUE SECURITIES LLC74.47KJun 30, 26-175.03K0.29%
SUSQUEHANNA INTERNATIONAL GROUP, LLP71.27KJun 30, 26+23.58K0.28%
BANK OF NOVA SCOTIA68.20KJun 30, 26--0.27%
COLLECTIVE FAMILY OFFICE LLC56.30KJun 30, 26-23.01K0.22%
IFP Advisors, Inc55.17KJun 30, 26+24.08K0.22%
RAYMOND JAMES FINANCIAL INC53.14KJun 30, 26-6050.21%
Quadrature Capital Ltd51.57KJun 30, 26+51.57K0.20%
Foundations Investment Advisors, LLC51.09KJun 30, 26+3.34K0.20%
Mutual Advisors, LLC50.88KJun 30, 26-2.52K0.20%
Galvin, Gaustad & Stein, LLC50.73KJun 30, 26+2.68K0.20%
COMPASS FINANCIAL MANAGEMENT LLC50.31KJun 30, 26+50.31K0.20%
Barden Capital Management, Inc.43.41KJun 30, 26-7510.17%
Envestnet Portfolio Solutions, Inc.37.10KJun 30, 26-53.42K0.15%
Smart Money Group LLC36.93KJun 30, 26+1.99K0.15%
Ambassador Advisors, LLC35.71KJun 30, 26-8310.14%
WBH ADVISORY INC35.64KJun 30, 26-59.65K0.14%
Seek First Inc.34.83KJun 30, 26-2.38K0.14%
Frisch Financial Group, Inc.29.61KJun 30, 26-2.21K0.12%
Antonelli Financial Advisors, LLC27.30KJun 30, 26-5.00K0.11%
Sigma Planning Corp27.27KJun 30, 26+27.27K0.11%
GRANVILLE CAPITAL, INC.26.30KJun 30, 26+2.15K0.10%
Keystone Global Partners, LLC26.01KJun 30, 26+14.90K0.10%
RITHOLTZ WEALTH MANAGEMENT25.99KJun 30, 26+15.21K0.10%
Sellwood Consulting LLC23.51KJun 30, 26+2.09K0.09%
Downshift Financial, LLC23.08KJun 30, 26+2.03K0.09%
Waverly Advisors, LLC18.30KJun 30, 26-36.92K0.07%
Savant Capital, LLC16.36KJun 30, 26+16.36K0.06%
NorthRock Partners, LLC16.27KJun 30, 26-32.87K0.06%
CITADEL ADVISORS LLC15.06KJun 30, 26+15.06K0.06%
TOTAL INVESTMENT MANAGEMENT INC14.61KJun 30, 26+30.06%
Vise Technologies, Inc.13.84KJun 30, 26+13.84K0.05%
Bryn Mawr Capital Management, LLC13.40KJun 30, 26-1.35K0.05%
Sanctuary Advisors, LLC12.92KJun 30, 26-44.74K0.05%
Strategic Blueprint, LLC12.68KJun 30, 26-8.04K0.05%
Pensionmark Financial Group, LLC12.62KJun 30, 26-23.08K0.05%
Milestones Private Investment Advisors LLC12.59KJun 30, 26--0.05%
Talisman Wealth Advisors LLC12.28KJun 30, 26+12.28K0.05%
Atomi Financial Group, Inc.12.08KJun 30, 26+4.70K0.05%
Invst, LLC11.53KJun 30, 26-18.54K0.05%
Pathstone Holdings, LLC11.12KJun 30, 26+11.12K0.04%
Sequoia Financial Advisors, LLC10.91KJun 30, 26-51.40K0.04%
Integrated Wealth Concepts LLC10.13KJun 30, 26-11.79K0.04%
Hayek Kallen Investment Management9.99KJun 30, 26-6000.04%
Ascent Group, LLC9.12KJun 30, 26+9.12K0.04%
Madden Advisory Services, Inc.8.45KJun 30, 26+3440.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8.36KJun 30, 26-1.01K0.03%
COMMONWEALTH EQUITY SERVICES, LLC8.27KJun 30, 26+1.06K0.03%
BLALOCK WILLIAMS, LLC7.94KJun 30, 26+7.94K0.03%
ADVISOR GROUP HOLDINGS, INC.6.91KJun 30, 26-12.73K0.03%
Transamerica Financial Advisors, Inc.6.85KJun 30, 26-3.92K0.03%
GTS SECURITIES LLC6.80KJun 30, 26-62.86K0.03%
FOUNDERS GROVE WEALTH PARTNERS, LLC6.77KJun 30, 26+6.77K0.03%
GREENUP STREET WEALTH MANAGEMENT LLC6.66KJun 30, 26+6.66K0.03%
Farther Finance Advisors, LLC6.66KJun 30, 26+6870.03%
Clark Asset Management, LLC6.64KJun 30, 26+6.64K0.03%
Balboa Wealth Partners6.53KJun 30, 26+6.53K0.03%
ZENITH SOLUTIONS, INC.6.53KJun 30, 26+6.53K0.03%
Strategic Advocates LLC5.76KJun 30, 26-1.85K0.02%
EverSource Wealth Advisors, LLC3.85KJun 30, 26--0.02%
SouthState Corp2.99KJun 30, 26--0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV2.70KJun 30, 26-5.68K0.01%
Qube Research & Technologies Ltd2.32KJun 30, 26+1.33K0.01%
AdvisorNet Financial, Inc2.16KJun 30, 26+2.16K0.01%
Larson Financial Group LLC2.12KJun 30, 26+1.26K0.01%
Dogwood Wealth Management LLC1.92KJun 30, 26+1.75K0.01%
Atlantic Union Bankshares Corp1.74KJun 30, 26-1350.01%
ATLAS CAPITAL ADVISORS LLC1.61KJun 30, 26--0.01%
Smartleaf Asset Management LLC1.35KJun 30, 26--0.01%
Triumph Capital Management1.20KJun 30, 26-5.13K0.00%
Versant Capital Management, Inc1.16KJun 30, 26--0.00%
CARDIFF PARK ADVISORS, LLC1.14KJun 30, 26--0.00%
BlackRock, Inc.973Jun 30, 26-1.04K0.00%
Aptus Capital Advisors, LLC731Jun 30, 26-1.51K0.00%
FIFTH THIRD BANCORP491Jun 30, 26+4910.00%
PNC FINANCIAL SERVICES GROUP, INC.481Jun 30, 26-2690.00%
TRUST CO OF VERMONT355Jun 30, 26+3550.00%
Signature Equity Partners, LLC296Jun 30, 26-1570.00%
Institute for Wealth Management, LLC.290Jun 30, 26+2900.00%
Global Retirement Partners, LLC235Jun 30, 26+2350.00%
Continuum Advisory, LLC178Jun 30, 26+1780.00%
Nvest Wealth Strategies, Inc.161Jun 30, 26+1610.00%
MERCER GLOBAL ADVISORS INC /ADV145Jun 30, 26+1450.00%
FMR LLC100Jun 30, 26-5750.00%
UBS Group AG81Jun 30, 26-900.00%
HARBOUR INVESTMENTS, INC.69Jun 30, 26+690.00%
IFG Advisory, LLC54Jun 30, 26+540.00%
HIGHLINE WEALTH PARTNERS LLC46Jun 30, 26+460.00%
Allworth Financial LP43Jun 30, 26+430.00%
FIDUCIARY FINANCIAL ADVISORS24Jun 30, 26+240.00%
ASSETMARK, INC18Jun 30, 26--0.00%
Advisory Services Network, LLC--Jun 30, 26-5.17K--
WEALTHGARDEN F.S. LLC--Jun 30, 26-9.65K--
XTX Topco Ltd--Jun 30, 26-8.16K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-32--
Cambridge Investment Research Advisors, Inc.--Jun 30, 26-12.05K--
Regal Investment Advisors LLC--Jun 30, 26-21.40K--
United Financial Planning Group LLC--Jun 30, 26-5.72K--
Brinker Capital Investments, LLC--Jun 30, 26-7.93K--
Jacobs Equity LLC--Jun 30, 26-7.43K--
Independent Advisor Alliance--Jun 30, 26-8.13K--
MAI Capital Management--Jun 30, 26-159--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-2.79K--
Scarborough Advisors, LLC--Jun 30, 26-3.49K--
BANK OF MONTREAL /CAN/--Jun 30, 26-246--
JANE STREET GROUP, LLC--Jun 30, 26-22.64K--
Tower Research Capital LLC (TRC)--Jun 30, 26-49.84K--
Windsor Advisory Group, LLC--Jun 30, 26-880--
Sound Income Strategies, LLC--Jun 30, 26-403--
Rockefeller Capital Management L.P.--Jun 30, 26-12.52K--
GeoWealth Management, LLC--Jun 30, 26-5.68K--
RETIREMITTEN FINANCIAL LLC--Jun 30, 26-17--
MATHER GROUP, LLC.--Jun 30, 26-108--
AE Wealth Management LLC--Jun 30, 26-104--
SILVERLAKE WEALTH MANAGEMENT LLC--Jun 30, 26-14.89K--
RDA Financial Network--Jun 30, 26-7.23K--
HRT FINANCIAL LP--Jun 30, 26-9.59K--
CWM, LLC38.85KMar 31, 26-1.36K0.15%
EXENCIAL WEALTH ADVISORS, LLC16.25KMar 31, 26+510.06%
Horizons Wealth Management777Mar 31, 26--0.00%
Northwest Capital Management Inc13.27KDec 31, 25-4.71K0.05%
Capitolis Liquid Global Markets LLC--Dec 31, 25-140.30K--
Atria Wealth Solutions, Inc.--Jun 30, 25-47.27K--
TAP Consulting, LLC85.32KDec 31, 24+3.87K0.34%
Raymond James Financial Services Advisors, Inc.326.21KSep 30, 24+17.71K1.29%
Family Asset Management, LLC25.82KSep 30, 24+11.96K0.10%
RAYMOND JAMES & ASSOCIATES24.41KSep 30, 24+24.41K0.10%
BlackRock Inc.801Jun 30, 24-2610.00%
Cetera Advisor Networks LLC18.18KMar 31, 24-3530.07%
Cetera Advisors LLC9.04KMar 31, 24-1.22K0.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC--Mar 31, 24-9.24K--
FOCUS FINANCIAL NETWORK INC /ADV20.24KDec 31, 23+20.24K0.08%
SevenOneSeven Capital Management4.29KDec 31, 23-54.07K0.02%
Carroll Financial Associates, Inc.--Dec 31, 21-2.71K--
Cardan Capital Partners, LLC91.53KSep 30, 21+91.53K0.36%
Covenant Multifamily Offices, LLC6.34KSep 30, 21+1970.03%
Independence Advisors, LLC37Sep 30, 20+370.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.16.63KDec 31, 19+16.63K0.07%

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