SOCL(SOCL)
SOCL
Institutional Ownership
Top 74 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 25.42K | Jun 30, 26 | +1.23K | 1.31% |
| SOA Wealth Advisors, LLC. | 10.89K | Jun 30, 26 | -496 | 0.56% |
| SALEM INVESTMENT COUNSELORS INC | 971 | Jun 30, 26 | -500 | 0.05% |
| Founders Capital Management | 200 | Jun 30, 26 | -- | 0.01% |
| Steigerwald, Gordon & Koch Inc. | 98 | Jun 30, 26 | -- | 0.01% |
| SBI Securities Co., Ltd. | 60 | Jun 30, 26 | +4 | 0.00% |
| Farther Finance Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| CoreCap Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | -- | Jun 30, 26 | -205 | -- |
| TOTH FINANCIAL ADVISORY CORP | -- | Jun 30, 26 | -19 | -- |
| HARBOR INVESTMENT ADVISORY, LLC | -- | Jun 30, 26 | -2 | -- |
| BANK OF AMERICA CORP /DE/ | 236.31K | Mar 31, 26 | +19.33K | 12.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 131.68K | Mar 31, 26 | -100.83K | 6.76% |
| MORGAN STANLEY | 55.39K | Mar 31, 26 | -18.91K | 2.85% |
| Daiwa Securities Group Inc. | 45.00K | Mar 31, 26 | -60.00K | 2.31% |
| LPL Financial LLC | 34.25K | Mar 31, 26 | +3.58K | 1.76% |
| STIFEL FINANCIAL CORP | 22.91K | Mar 31, 26 | -6.66K | 1.18% |
| Virtu Financial LLC | 21.14K | Mar 31, 26 | +14.85K | 1.09% |
| JANE STREET GROUP, LLC | 20.54K | Mar 31, 26 | +14.35K | 1.05% |
| Joseph P. Lucia & Associates, LLC | 19.03K | Mar 31, 26 | -692 | 0.98% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.48K | Mar 31, 26 | +9.89K | 0.95% |
| UBS Group AG | 17.71K | Mar 31, 26 | -5.92K | 0.91% |
| Cambridge Investment Research Advisors, Inc. | 12.15K | Mar 31, 26 | -8.56K | 0.62% |
| FLOW TRADERS U.S. LLC | 9.89K | Mar 31, 26 | -7.86K | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 6.72K | Mar 31, 26 | -144 | 0.35% |
| AMERIPRISE FINANCIAL INC | 6.34K | Mar 31, 26 | +654 | 0.33% |
| Cetera Investment Advisers | 5.93K | Mar 31, 26 | -17 | 0.30% |
| Parallel Advisors, LLC | 5.90K | Mar 31, 26 | +5.00K | 0.30% |
| Integrated Wealth Concepts LLC | 5.52K | Mar 31, 26 | +123 | 0.28% |
| WELLS FARGO & COMPANY/MN | 4.81K | Mar 31, 26 | -9.82K | 0.25% |
| Baird Financial Group, Inc. | 4.78K | Mar 31, 26 | -3.83K | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 4.75K | Mar 31, 26 | -746 | 0.24% |
| Manchester Capital Management LLC | 2.70K | Mar 31, 26 | -- | 0.14% |
| FMR LLC | 1.49K | Mar 31, 26 | +24 | 0.08% |
| Rockefeller Capital Management L.P. | 1.04K | Mar 31, 26 | -1.68K | 0.05% |
| US BANCORP \DE\ | 1.00K | Mar 31, 26 | -- | 0.05% |
| HARBOUR INVESTMENTS, INC. | 739 | Mar 31, 26 | +200 | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 600 | Mar 31, 26 | -- | 0.03% |
| Bell Investment Advisors, Inc | 575 | Mar 31, 26 | -- | 0.03% |
| BLAIR WILLIAM & CO/IL | 421 | Mar 31, 26 | +6 | 0.02% |
| FIFTH THIRD BANCORP | 417 | Mar 31, 26 | +167 | 0.02% |
| CWM, LLC | 350 | Mar 31, 26 | +50 | 0.02% |
| Allworth Financial LP | 350 | Mar 31, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 313 | Mar 31, 26 | -- | 0.02% |
| Prestige Wealth Management Group LLC | 161 | Mar 31, 26 | +1 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 110 | Mar 31, 26 | -- | 0.01% |
| TD Waterhouse Canada Inc. | 100 | Mar 31, 26 | +100 | 0.01% |
| Advisory Services Network, LLC | 71 | Mar 31, 26 | +71 | 0.00% |
| Qube Research & Technologies Ltd | 51 | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 41 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 18 | Mar 31, 26 | -- | 0.00% |
| Golden State Equity Partners | 5 | Mar 31, 26 | +5 | 0.00% |
| GLOBALT Investments LLC / GA | -- | Mar 31, 26 | -4.50K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -2.27K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Mar 31, 26 | -5.06K | -- |
| Rossby Financial, LCC | -- | Mar 31, 26 | -182 | -- |
| GTS SECURITIES LLC | -- | Mar 31, 26 | -19.84K | -- |
| RAYMOND JAMES & ASSOCIATES | 8.53K | Sep 30, 24 | -87 | 0.44% |
| M&R CAPITAL MANAGEMENT INC | -- | Sep 30, 24 | -15 | -- |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -5.62K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 10.48K | Sep 30, 23 | +10.48K | 0.54% |
| First Capital Advisors Group, LLC. | 141 | Jun 30, 23 | +141 | 0.01% |
| TimeScale Financial, Inc. | 16 | Jun 30, 23 | -- | 0.00% |
| American Portfolios Advisors | 433 | Sep 30, 22 | -- | 0.02% |
| NexWave Capital Partners LLC | 12.38K | Dec 31, 21 | -- | 0.64% |
| First Allied Advisory Services, Inc. | 11.90K | Sep 30, 20 | +11.90K | 0.61% |
| Advisor Group, Inc. | 29.99K | Dec 31, 19 | +3.20K | 1.54% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.31K | Dec 31, 19 | +2.57K | 0.48% |
| Virtu KCG Holdings LLC | 8.67K | Jun 30, 17 | +8.67K | 0.45% |
| MSI Financial Services Inc | 8.95K | Dec 31, 16 | -4.59K | 0.46% |
| MANAGED ACCOUNT ADVISORS LLC | 1.77K | Jun 30, 15 | +1.77K | 0.09% |
| UBS AG | 49.10K | Sep 30, 14 | -35.05K | 2.52% |
| Jane Street Holding, LLC | 122.98K | Dec 31, 13 | +98.66K | 6.32% |
| STIFEL NICOLAUS & CO INC \MO\ | 35.97K | Sep 30, 13 | +35.97K | 1.85% |