SPBW

Institutional Ownership

Top 30 Institutional Holders
HolderSharesDateChange% Held
AE Wealth Management LLC446.28KMar 31, 26+68.61K15.80%
ALLIANZ SE277.08KMar 31, 26-60.00K9.81%
Kestra Advisory Services, LLC179.79KMar 31, 26+22.71K6.37%
INDEPENDENT FINANCIAL GROUP, LLC164.34KMar 31, 26+29.26K5.82%
EVOLUTION WEALTH MANAGEMENT INC.125.24KMar 31, 26+125.24K4.43%
Cambridge Investment Research Advisors, Inc.124.73KMar 31, 26+67.52K4.42%
NewEdge Advisors, LLC114.97KMar 31, 26+4.58K4.07%
HUNTINGTON NATIONAL BANK80.64KMar 31, 26+3.60K2.85%
Cetera Investment Advisers46.98KMar 31, 26+9.82K1.66%
OLD MISSION CAPITAL LLC35.73KMar 31, 26+35.73K1.27%
ADVISOR GROUP HOLDINGS, INC.29.88KMar 31, 26+29.88K1.06%
ENVESTNET ASSET MANAGEMENT INC29.73KMar 31, 26+8.17K1.05%
CENTAURUS FINANCIAL, INC.23.45KMar 31, 26+4.59K0.83%
Atomi Financial Group, Inc.20.93KMar 31, 26-1.07K0.74%
COMMONWEALTH EQUITY SERVICES, LLC20.79KMar 31, 26+5.68K0.74%
CreativeOne Wealth, LLC16.93KMar 31, 26--0.60%
Patriot Financial Group Insurance Agency, LLC15.07KMar 31, 26+7.54K0.53%
BridgePort Financial Solutions, LLC11.84KMar 31, 26+3.49K0.42%
DIVERSIFY WEALTH MANAGEMENT, LLC9.15KMar 31, 26+9.15K0.32%
RAYMOND JAMES FINANCIAL INC9.15KMar 31, 26+9.15K0.32%
MML INVESTORS SERVICES, LLC8.89KMar 31, 26-4700.31%
Strategic Financial Concepts, LLC8.35KMar 31, 26+8.35K0.30%
HARBOUR INVESTMENTS, INC.4.96KMar 31, 26-6.42K0.18%
IFP Advisors, Inc2.60KMar 31, 26+8500.09%
Mosley Wealth Management1.05KMar 31, 26+1.05K0.04%
UBS Group AG199Mar 31, 26+830.01%
BANK OF AMERICA CORP /DE/--Mar 31, 26-1.39K--
OPTIMA CAPITAL LLC--Mar 31, 26-2.15K--
Lloyd Advisory Services, LLC.--Mar 31, 26-4.45K--
Allianz Investment Management U.S. LLC372.08KSep 30, 25-157.50K13.17%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.