$40.58▲0.13 (0.32%)
Extended:$40.58+0.00 (+0.00%)
Institutional Ownership
Top 65 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 295.39K | Sep 30, 26 | +7.46K | 12.06% |
| Independent Wealth Advisors LLC | 150.23K | Sep 30, 26 | +619 | 6.13% |
| EVOLUTION WEALTH MANAGEMENT INC. | 137.68K | Sep 30, 26 | +1.99K | 5.62% |
| Ironsides Asset Advisors, LLC | 114.05K | Sep 30, 26 | -1.57K | 4.66% |
| LPL Financial LLC | 72.52K | Sep 30, 26 | -1.74K | 2.96% |
| Lloyd Advisory Services, LLC. | 39.89K | Sep 30, 26 | -841 | 1.63% |
| Fortis Group Advisors, LLC | 28.34K | Sep 30, 26 | +28.34K | 1.16% |
| Elevated Capital Advisors, LLC | 21.03K | Sep 30, 26 | -1.04K | 0.86% |
| B.O.S.S. Retirement Advisors, LLC | 20.41K | Sep 30, 26 | -1.38K | 0.83% |
| Fiduciary Alliance LLC | 19.19K | Sep 30, 26 | -47 | 0.78% |
| HOWARD BAILEY SECURITIES, LLC | 16.23K | Sep 30, 26 | -835 | 0.66% |
| Compound Planning, Inc. | 15.36K | Sep 30, 26 | -4.59K | 0.63% |
| Austin Wealth Management, LLC | 15.32K | Sep 30, 26 | -37.35K | 0.63% |
| Integrated Wealth Management | 8.88K | Sep 30, 26 | -186 | 0.36% |
| Dynamic Advisor Solutions LLC | 8.17K | Sep 30, 26 | -- | 0.33% |
| Centennial Advisors, LLC | 7.34K | Sep 30, 26 | -581 | 0.30% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 7.25K | Sep 30, 26 | -552 | 0.30% |
| IFG Advisory, LLC | 2.35K | Sep 30, 26 | -464 | 0.10% |
| Montgomery Financial Services LLC | 2.25K | Sep 30, 26 | -188 | 0.09% |
| Kingdom Financial Group LLC. | 1.68K | Sep 30, 26 | -85 | 0.07% |
| UBS Group AG | 668 | Sep 30, 26 | +553 | 0.03% |
| Networth Advisors, LLC | 640 | Sep 30, 26 | +26 | 0.03% |
| ROTHSCHILD INVESTMENT LLC | 231 | Sep 30, 26 | -- | 0.01% |
| FMR LLC | 225 | Sep 30, 26 | +225 | 0.01% |
| Quest 10 Wealth Builders, Inc. | 199 | Sep 30, 26 | -- | 0.01% |
| Nuveen, LLC | 183 | Sep 30, 26 | +183 | 0.01% |
| IFP Advisors, Inc | 149 | Sep 30, 26 | +1 | 0.01% |
| EverSource Wealth Advisors, LLC | 115 | Sep 30, 26 | +115 | 0.00% |
| Decker Retirement Planning Inc. | 115 | Sep 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 55 | Sep 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 45 | Sep 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 9 | Sep 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 3 | Sep 30, 26 | -- | 0.00% |
| Allworth Financial LP | 1 | Sep 30, 26 | +1 | 0.00% |
| ENTREWEALTH, LLC | -- | Sep 30, 26 | -24.19K | -- |
| Park Edge Advisors, LLC | -- | Sep 30, 26 | -30.76K | -- |
| LifeWealth Investments, LLC | -- | Sep 30, 26 | -6.72K | -- |
| Authentikos Wealth Advisory, LLC | 181.00K | Jun 30, 26 | -17.22K | 7.39% |
| AE Wealth Management LLC | 179.27K | Jun 30, 26 | -2.12K | 7.32% |
| Steward Partners Investment Advisory, LLC | 41.49K | Jun 30, 26 | -- | 1.69% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.92K | Jun 30, 26 | +5.38K | 1.34% |
| INSIGNEO ADVISORY SERVICES, LLC | 16.22K | Jun 30, 26 | -- | 0.66% |
| OLD MISSION CAPITAL LLC | 13.38K | Jun 30, 26 | -34.66K | 0.55% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12.42K | Jun 30, 26 | +12.42K | 0.51% |
| McCartney Wealth Management LLC | 10.86K | Jun 30, 26 | -- | 0.44% |
| OSAIC HOLDINGS, INC. | 5.89K | Jun 30, 26 | +39 | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 4.86K | Jun 30, 26 | +4.86K | 0.20% |
| MORGAN STANLEY | 737 | Jun 30, 26 | -- | 0.03% |
| ROYAL BANK OF CANADA | 700 | Jun 30, 26 | -- | 0.03% |
| UBS Group AG | 115 | Jun 30, 26 | +33 | 0.00% |
| Integrated Wealth Concepts LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | Jun 30, 26 | +25 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -17.87K | -- |
| CWM, LLC | 1.34K | Mar 31, 26 | -42.25K | 0.05% |
| CIBC Private Wealth Group LLC | 650 | Dec 31, 25 | -- | 0.03% |
| Pineridge Advisors LLC | 8 | Sep 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | 10 | Jun 30, 25 | +10 | 0.00% |
| Bison Wealth, LLC | 10.46K | Dec 31, 24 | -26.07K | 0.43% |
| Kistler-Tiffany Companies, LLC | 500 | Jun 30, 23 | -- | 0.02% |
| BOENNING & SCATTERGOOD, INC. | 33.74K | Dec 31, 22 | +33.74K | 1.38% |
| STRINGER ASSET MANAGEMENT, LLC | 90.43K | Sep 30, 22 | -18.64K | 3.69% |
| American Portfolios Advisors | -- | Sep 30, 22 | -670 | -- |
| Dixon Hughes Goodman Wealth Advisors LLC | 101 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 335.22K | Dec 31, 21 | +21.74K | 13.68% |
| Hochman Cole Investment Advisors, Inc. | 29.32K | Sep 30, 21 | +29.32K | 1.20% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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