SCWO

Institutional Ownership

Top 64 Institutional Holders
HolderSharesDateChange% Held
VANGUARD CAPITAL MANAGEMENT LLC322.79KJun 30, 26--1.84%
CAPTRUST FINANCIAL ADVISORS206.74KJun 30, 26--1.18%
HAMILTON LANE ADVISORS LLC160.23KJun 30, 26--0.92%
D.A. DAVIDSON & CO.148.18KJun 30, 26+12.70K0.85%
BlackRock, Inc.119.52KJun 30, 26+40.23K0.68%
Icon Wealth Advisors, LLC108.36KJun 30, 26--0.62%
GEODE CAPITAL MANAGEMENT, LLC107.76KJun 30, 26-11.59K0.62%
VANGUARD FIDUCIARY TRUST CO70.10KJun 30, 26+21.65K0.40%
RAYMOND JAMES FINANCIAL INC58.43KJun 30, 26+19.41K0.33%
Sigma Planning Corp55.55KJun 30, 26+3.20K0.32%
ADVISOR GROUP HOLDINGS, INC.50.35KJun 30, 26-13.00K0.29%
MILLENNIUM MANAGEMENT LLC48.46KJun 30, 26-15.22K0.28%
SENTINEL TRUST CO LBA40.13KJun 30, 26--0.23%
UBS Group AG38.08KJun 30, 26+4.24K0.22%
NORTHERN TRUST CORP25.92KJun 30, 26-2.26K0.15%
STATE STREET CORP23.18KJun 30, 26--0.13%
Trinity Legacy Partners, LLC23.16KJun 30, 26--0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP22.96KJun 30, 26-14.07K0.13%
Mariner, LLC19.07KJun 30, 26+1.00K0.11%
Uncommon Cents Investing LLC18.20KJun 30, 26--0.10%
Prospera Financial Services Inc17.50KJun 30, 26--0.10%
CITADEL ADVISORS LLC14.73KJun 30, 26+14.73K0.08%
Qube Research & Technologies Ltd14.28KJun 30, 26+14.28K0.08%
TWO SIGMA INVESTMENTS, LP13.63KJun 30, 26--0.08%
Westend Capital Management, LLC13.00KJun 30, 26--0.07%
XTX Topco Ltd12.98KJun 30, 26+12.98K0.07%
Compass Ion Advisors, LLC10.16KJun 30, 26--0.06%
MORGAN STANLEY6.08KJun 30, 26--0.03%
Avalon Trust Co4.30KJun 30, 26--0.02%
ROYAL BANK OF CANADA3.91KJun 30, 26+2.23K0.02%
Vanguard Global Advisers, LLC1.97KJun 30, 26--0.01%
FIFTH THIRD BANCORP1.30KJun 30, 26--0.01%
Tower Research Capital LLC (TRC)1.23KJun 30, 26-740.01%
Graney & King, LLC750Jun 30, 26--0.00%
Smartleaf Asset Management LLC345Jun 30, 26--0.00%
BARCLAYS PLC142Jun 30, 26+1420.00%
WELLS FARGO & COMPANY/MN125Jun 30, 26+1250.00%
Clearstead Advisors, LLC100Jun 30, 26--0.00%
JPMORGAN CHASE & CO58Jun 30, 26--0.00%
Ronald Blue Trust, Inc.50Jun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP40Jun 30, 26--0.00%
Rockefeller Capital Management L.P.10Jun 30, 26--0.00%
Caitong International Asset Management Co., Ltd3Jun 30, 26+30.00%
Optiver Holding B.V.--Jun 30, 26-2--
NATIONAL BANK OF CANADA /FI/--Jun 30, 26-10.75K--
Wealth Preservation Advisors, LLC--Jun 30, 26-250--
PATRON PARTNERS, LLC--Jun 30, 26-15.00K--
First Pacific Financial--Jun 30, 26-30--
MATRIX ASSET ADVISORS INC/NY--Jun 30, 26-10.00K--
TFO-TDC, LLC--Jun 30, 26-11.86K--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-210--
CITIGROUP INC--Jun 30, 26-1--
VANGUARD GROUP INC326.94KDec 31, 25-2.95M1.87%
BARCLAYS PLC--Dec 31, 25-94.51K--
Point72 Asia (Singapore) Pte. Ltd.24.30KSep 30, 25-24.33K0.14%
Cubist Systematic Strategies, LLC997Sep 30, 25-3.24K0.01%
Point72 (DIFC) Ltd302Sep 30, 25--0.00%
Congress Wealth Management LLC / DE /359.45KJun 30, 25+359.45K2.05%
Nuveen Asset Management, LLC109.75KDec 31, 24--0.63%
Raymond James Financial Services Advisors, Inc.367.83KSep 30, 24-170.90K2.10%
BlackRock Inc.3.83MJun 30, 24+256.58K21.88%
Icon Wealth Partners, LLC1.15MSep 30, 23--6.55%
TimeScale Financial, Inc.9.81KJun 30, 23+9.81K0.06%
Spectrum Management Group, LLC2.84KSep 30, 22+2.84K0.02%

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.