SPXX

Institutional Ownership

Top 238 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY12.23MMar 31, 26+12.00M68.02%
WELLS FARGO & COMPANY/MN2.63MMar 31, 26+1.93M14.61%
LPL Financial LLC1.97MMar 31, 26+1.62M10.98%
Invesco Ltd.1.95MMar 31, 26+1.60M10.83%
UBS Group AG1.88MMar 31, 26+1.49M10.48%
RAYMOND JAMES FINANCIAL INC1.84MMar 31, 26+1.49M10.21%
Allspring Global Investments Holdings, LLC1.62MMar 31, 26+1.58M9.02%
Saba Capital Management, L.P.1.54MMar 31, 26+1.54M8.55%
BANK OF AMERICA CORP /DE/1.33MMar 31, 26+1.25M7.38%
Advisors Asset Management, Inc.1.19MMar 31, 26+1.14M6.64%
GUGGENHEIM CAPITAL LLC1.05MMar 31, 26+864.34K5.84%
Cambridge Investment Research Advisors, Inc.593.94KMar 31, 26+480.96K3.30%
HighTower Advisors, LLC592.92KMar 31, 26+592.92K3.30%
ADVISOR GROUP HOLDINGS, INC.590.76KMar 31, 26+440.26K3.29%
WOLVERINE ASSET MANAGEMENT LLC549.59KMar 31, 26+548.81K3.06%
ROYAL BANK OF CANADA528.71KMar 31, 26+454.48K2.94%
AMERIPRISE FINANCIAL INC430.89KMar 31, 26+390.54K2.40%
ABSOLUTE INVESTMENT ADVISERS, LLC430.43KMar 31, 26+430.43K2.39%
Shaker Financial Services, LLC407.32KMar 31, 26+407.32K2.27%
Twelve Points Wealth Management LLC325.50KMar 31, 26+325.50K1.81%
STIFEL FINANCIAL CORP324.29KMar 31, 26+324.29K1.80%
Janney Montgomery Scott LLC287.31KMar 31, 26+276.58K1.60%
Capital Investment Advisors, LLC285.54KMar 31, 26+285.54K1.59%
Cetera Investment Advisers262.23KMar 31, 26+234.80K1.46%
Independent Advisor Alliance247.49KMar 31, 26+247.49K1.38%
ENVESTNET ASSET MANAGEMENT INC246.27KMar 31, 26+246.27K1.37%
COMMONWEALTH EQUITY SERVICES, LLC245.12KMar 31, 26+220.63K1.36%
Hennion & Walsh Asset Management, Inc.210.58KMar 31, 26+195.89K1.17%
Kestra Advisory Services, LLC209.71KMar 31, 26+205.82K1.17%
WILEY BROS.-AINTREE CAPITAL, LLC208.68KMar 31, 26+208.68K1.16%
MONECO Advisors, LLC203.37KMar 31, 26+203.37K1.13%
Quarry LP201.58KMar 31, 26+201.58K1.12%
Sage Capital Management, LLC197.50KMar 31, 26+197.50K1.10%
PARK AVENUE SECURITIES LLC181.13KMar 31, 26+181.13K1.01%
Shulman DeMeo Asset Management LLC157.72KMar 31, 26+111.59K0.88%
Altium Capital Management LP157.40KMar 31, 26+157.40K0.88%
Thomas J. Herzfeld Advisors, Inc.149.09KMar 31, 26+149.09K0.83%
TWO SIGMA INVESTMENTS, LP141.51KMar 31, 26+113.79K0.79%
NewEdge Advisors, LLC135.66KMar 31, 26+133.02K0.75%
Ionic Capital Management LLC130.99KMar 31, 26+130.99K0.73%
FORTEM FINANCIAL GROUP, LLC130.91KMar 31, 26+59.73K0.73%
Bulldog Investors, LLP125.42KMar 31, 26+125.42K0.70%
1607 Capital Partners, LLC118.39KMar 31, 26+104.06K0.66%
Colony Group, LLC108.91KMar 31, 26+108.91K0.61%
RIVERNORTH CAPITAL MANAGEMENT, LLC99.33KMar 31, 26+99.33K0.55%
Prospera Financial Services Inc98.95KMar 31, 26+98.95K0.55%
TPG Advisors LLC98.92KMar 31, 26+98.92K0.55%
Cypress Capital Management LLC (WY)94.48KMar 31, 26+94.48K0.53%
Private Advisor Group, LLC92.00KMar 31, 26+60.65K0.51%
D.A. DAVIDSON & CO.91.54KMar 31, 26+91.54K0.51%
Richmond Investment Services, LLC89.05KMar 31, 26+89.05K0.50%
Almitas Capital LLC88.55KMar 31, 26+88.55K0.49%
MML INVESTORS SERVICES, LLC85.58KMar 31, 26+85.58K0.48%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC80.20KMar 31, 26+80.00K0.45%
Integrated Wealth Concepts LLC74.95KMar 31, 26+74.95K0.42%
Moors & Cabot, Inc.74.39KMar 31, 26+64.26K0.41%
EXCEL SECURITIES & ASSOCIATES, INC.68.25KMar 31, 26+68.25K0.38%
ISLAY CAPITAL MANAGEMENT, LLC66.61KMar 31, 26+66.61K0.37%
DAVENPORT & Co LLC66.31KMar 31, 26+12.92K0.37%
Tyche Wealth Partners LLC64.78KMar 31, 26+19.78K0.36%
Allworth Financial LP63.05KMar 31, 26+43.76K0.35%
TRUIST FINANCIAL CORP60.93KMar 31, 26+42.47K0.34%
Blake Schutter Theil Wealth Advisors, LLC57.38KMar 31, 26+57.38K0.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO52.16KMar 31, 26+46.41K0.29%
Logan Stone Capital, LLC51.31KMar 31, 26+40.38K0.29%
Patriot Financial Group Insurance Agency, LLC51.23KMar 31, 26+51.23K0.28%
SIMS INVESTMENT MANAGEMENT, LLC50.46KMar 31, 26+50.46K0.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP50.38KMar 31, 26+50.38K0.28%
Leo Wealth, LLC49.85KMar 31, 26+49.85K0.28%
Dynamic Advisor Solutions LLC49.65KMar 31, 26+49.65K0.28%
Atomi Financial Group, Inc.49.59KMar 31, 26+49.59K0.28%
Pathstone Holdings, LLC47.70KMar 31, 26+47.70K0.27%
Rockefeller Capital Management L.P.46.54KMar 31, 26+46.54K0.26%
Steward Partners Investment Advisory, LLC45.57KMar 31, 26+43.85K0.25%
PNC FINANCIAL SERVICES GROUP, INC.45.10KMar 31, 26+44.10K0.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44.64KMar 31, 26+44.64K0.25%
Baird Financial Group, Inc.43.84KMar 31, 26+43.84K0.24%
Alteri Wealth LLC42.94KMar 31, 26+42.94K0.24%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC42.08KMar 31, 26+42.08K0.23%
Venture Visionary Partners LLC41.70KMar 31, 26+41.70K0.23%
Pensionmark Financial Group, LLC40.82KMar 31, 26+40.82K0.23%
Western Wealth Management, LLC40.50KMar 31, 26+6.29K0.23%
CHOREO, LLC40.32KMar 31, 26+40.32K0.22%
Patten Group, Inc.39.92KMar 31, 26+39.92K0.22%
UMB Bank, n.a.39.83KMar 31, 26+39.83K0.22%
IFP Advisors, Inc38.10KMar 31, 26+9.16K0.21%
DIVERSIFY WEALTH MANAGEMENT, LLC37.08KMar 31, 26+37.08K0.21%
NBC SECURITIES, INC.36.79KMar 31, 26+36.79K0.20%
WEDBUSH SECURITIES INC36.51KMar 31, 26+26.15K0.20%
Investment Partners Asset Management, Inc.36.35KMar 31, 26+36.35K0.20%
Farther Finance Advisors, LLC36.32KMar 31, 26+34.75K0.20%
Spire Wealth Management36.05KMar 31, 26+36.05K0.20%
Summit Financial, LLC35.97KMar 31, 26+35.97K0.20%
Focused Wealth Management, Inc35.07KMar 31, 26+35.07K0.20%
CAPTRUST FINANCIAL ADVISORS34.63KMar 31, 26+34.63K0.19%
INTEGRATED CAPITAL MANAGEMENT, INC.34.43KMar 31, 26+34.43K0.19%
Sanctuary Advisors, LLC32.94KMar 31, 26+32.94K0.18%
WORLD EQUITY GROUP, INC.32.86KMar 31, 26+32.86K0.18%
Pflug Koory, LLC32.69KMar 31, 26+32.69K0.18%
Hilltop Holdings Inc.31.87KMar 31, 26+31.87K0.18%
Quantedge Capital Pte Ltd30.58KMar 31, 26+30.58K0.17%
Waverly Advisors, LLC29.68KMar 31, 26+29.68K0.17%
COMMONS CAPITAL, LLC29.55KMar 31, 26+29.55K0.16%
MARCO INVESTMENT MANAGEMENT LLC28.80KMar 31, 26+28.80K0.16%
Jackson, Grant Investment Advisers, Inc.26.87KMar 31, 26+26.87K0.15%
Calamos Advisors LLC25.98KMar 31, 26+25.98K0.14%
Pointe Capital Management LLC24.31KMar 31, 26+24.31K0.14%
Creative Planning23.96KMar 31, 26+23.96K0.13%
INSTRUMENTAL WEALTH, LLC22.53KMar 31, 26+22.53K0.13%
SAGESPRING WEALTH PARTNERS, LLC20.16KMar 31, 26+20.16K0.11%
Lido Advisors, LLC20.09KMar 31, 26+20.09K0.11%
Mariner, LLC19.45KMar 31, 26+19.45K0.11%
Concurrent Investment Advisors, LLC19.25KMar 31, 26+19.25K0.11%
StoneX Group Inc.19.17KMar 31, 26+19.17K0.11%
XTX Topco Ltd19.00KMar 31, 26+19.00K0.11%
JANE STREET GROUP, LLC18.78KMar 31, 26+18.78K0.10%
Palogic Value Management, L.P.17.94KMar 31, 26+17.94K0.10%
CoreCap Advisors, LLC17.27KMar 31, 26+17.27K0.10%
WEALTH EFFECTS LLC16.43KMar 31, 26+16.43K0.09%
Kovack Advisors, Inc.16.39KMar 31, 26+16.39K0.09%
Armor Investment Advisors, LLC16.34KMar 31, 26+16.34K0.09%
KINGSWOOD WEALTH ADVISORS, LLC16.30KMar 31, 26+2.67K0.09%
Maltin Wealth Management, Inc.16.10KMar 31, 26+16.10K0.09%
PKS Advisory Services, LLC15.64KMar 31, 26+15.64K0.09%
Procyon Advisors, LLC15.61KMar 31, 26+15.61K0.09%
Aviance Capital Partners, LLC15.51KMar 31, 26+2.74K0.09%
Triumph Capital Management15.21KMar 31, 26+15.21K0.08%
Apriem Advisors15.09KMar 31, 26+15.09K0.08%
Bay Capital Advisors, LLC14.93KMar 31, 26+14.93K0.08%
Kingsview Wealth Management, LLC14.91KMar 31, 26+14.91K0.08%
CSS LLC/IL14.89KMar 31, 26+14.89K0.08%
Morey & Quinn Wealth Partners, LLC14.85KMar 31, 26+14.85K0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC14.42KMar 31, 26+14.42K0.08%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /14.39KMar 31, 26+14.39K0.08%
UHLMANN PRICE SECURITIES, LLC14.21KMar 31, 26+14.21K0.08%
Ronald Blue Trust, Inc.14.06KMar 31, 26+14.06K0.08%
MERCER GLOBAL ADVISORS INC /ADV14.04KMar 31, 26+14.04K0.08%
HARBOUR INVESTMENTS, INC.13.95KMar 31, 26+13.95K0.08%
Aptus Capital Advisors, LLC13.95KMar 31, 26+3.37K0.08%
PINNACLE ASSOCIATES LTD13.89KMar 31, 26+13.89K0.08%
GREAT VALLEY ADVISOR GROUP, INC.13.83KMar 31, 26+13.83K0.08%
Merit Financial Group, LLC13.82KMar 31, 26+13.82K0.08%
BANK OF MONTREAL /CAN/13.50KMar 31, 26--0.08%
COMMERCE BANK13.28KMar 31, 26+13.28K0.07%
Apella Capital, LLC12.62KMar 31, 26+12.62K0.07%
Kapstone Financial Advisors LLC12.61KMar 31, 26+12.61K0.07%
CI Private Wealth, LLC12.49KMar 31, 26+12.49K0.07%
VISTA INVESTMENT PARTNERS II, LLC12.34KMar 31, 26+12.34K0.07%
ENCOMPASS WEALTH ADVISORS, LLC11.93KMar 31, 26+11.93K0.07%
LAIRD NORTON TRUST COMPANY, LLC11.56KMar 31, 26+11.56K0.06%
TrueMark Investments, LLC11.38KMar 31, 26+11.38K0.06%
NWF Advisory Services Inc.11.22KMar 31, 26+11.22K0.06%
Founders Financial Alliance, LLC10.59KMar 31, 26+10.59K0.06%
Centurion Wealth Management LLC10.34KMar 31, 26+10.34K0.06%
INDEPENDENT FINANCIAL GROUP, LLC10.12KMar 31, 26+10.12K0.06%
Axiom Investment Management LLC10.07KMar 31, 26+10.07K0.06%
CWM, LLC8.59KMar 31, 26+8.59K0.05%
HOLLENCREST CAPITAL MANAGEMENT7.23KMar 31, 26+7.23K0.04%
PFS Partners, LLC7.00KMar 31, 26+7.00K0.04%
HAZLETT, BURT & WATSON, INC.6.38KMar 31, 26+6.38K0.04%
Larson Financial Group LLC5.34KMar 31, 26+5.34K0.03%
Pinnacle Wealth Planning Services, Inc.5.01KMar 31, 26+5.01K0.03%
Smallwood Wealth Investment Management, LLC4.60KMar 31, 26+4.06K0.03%
US BANCORP \DE\4.20KMar 31, 26+4.20K0.02%
SRS Capital Advisors, Inc.4.07KMar 31, 26+3.57K0.02%
Advisory Services Network, LLC3.88KMar 31, 26+3.88K0.02%
TD PRIVATE CLIENT WEALTH LLC3.15KMar 31, 26+3.15K0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.3.04KMar 31, 26+3.04K0.02%
CITIGROUP INC2.90KMar 31, 26+2.90K0.02%
HARBOR INVESTMENT ADVISORY, LLC2.85KMar 31, 26+2.85K0.02%
Marshall & Sterling Wealth Advisors Inc.2.52KMar 31, 26+2.52K0.01%
Annis Gardner Whiting Capital Advisors, LLC2.52KMar 31, 26+2.52K0.01%
HUNTINGTON NATIONAL BANK2.13KMar 31, 26+2.13K0.01%
SIGNATUREFD, LLC2.11KMar 31, 26+2.11K0.01%
FNY Investment Advisers, LLC2.00KMar 31, 26+2.00K0.01%
North Star Investment Management Corp.2.00KMar 31, 26--0.01%
Sunbelt Securities, Inc.1.78KMar 31, 26+1.78K0.01%
Ameritas Advisory Services, LLC1.77KMar 31, 26+1.77K0.01%
Kilter Group LLC1.63KMar 31, 26+1.63K0.01%
Crews Bank & Trust1.55KMar 31, 26+1.55K0.01%
DELTA ASSET MANAGEMENT LLC/TN1.51KMar 31, 26+1.51K0.01%
BRYN MAWR TRUST Co1.42KMar 31, 26+1.42K0.01%
WPG Advisers, LLC1.41KMar 31, 26+1.41K0.01%
SOA Wealth Advisors, LLC.1.14KMar 31, 26+1.14K0.01%
FIFTH THIRD BANCORP1.00KMar 31, 26+1.00K0.01%
ASSETMARK, INC840Mar 31, 26+8400.00%
GABLES CAPITAL MANAGEMENT INC.840Mar 31, 26+8400.00%
Sound Income Strategies, LLC677Mar 31, 26+960.00%
ROTHSCHILD INVESTMENT LLC581Mar 31, 26+5810.00%
Costello Asset Management, INC551Mar 31, 26+5510.00%
ST GERMAIN D J CO INC532Mar 31, 26+1570.00%
Imprint Wealth LLC528Mar 31, 26+5280.00%
Key FInancial Inc468Mar 31, 26+4680.00%
AdvisorNet Financial, Inc434Mar 31, 26+4340.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC390Mar 31, 26+3900.00%
McIlrath & Eck, LLC328Mar 31, 26+3280.00%
GoalVest Advisory LLC301Mar 31, 26+3010.00%
Glass Jacobson Investment Advisors llc215Mar 31, 26+2150.00%
Colonial Trust Co / SC213Mar 31, 26+2130.00%
UBS ASSET MANAGEMENT AMERICAS INC212Mar 31, 26+2120.00%
Fortis Group Advisors, LLC209Mar 31, 26+2090.00%
Ancora Advisors, LLC200Mar 31, 26+2000.00%
Lodestone Wealth Management LLC191Mar 31, 26+1910.00%
MAI Capital Management178Mar 31, 26+1780.00%
Tower Research Capital LLC (TRC)173Mar 31, 26+1730.00%
Geneos Wealth Management Inc.172Mar 31, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC150Mar 31, 26+1500.00%
VSM Wealth Advisory, LLC145Mar 31, 26+1450.00%
Abound Wealth Management126Mar 31, 26+1260.00%
Pinnacle Bancorp, Inc.96Mar 31, 26+960.00%
EVOLUTION WEALTH MANAGEMENT INC.92Mar 31, 26+920.00%
N.E.W. Advisory Services LLC70Mar 31, 26+700.00%
JPMORGAN CHASE & CO17Mar 31, 26-2510.00%
Kentucky Trust Co--Mar 31, 26-240--
Diversify Advisory Services, LLC--Mar 31, 26-15.22K--
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-971--
CIBC Private Wealth Group, LLC2.50KDec 31, 25+2.50K0.01%
COMERICA BANK1.00KDec 31, 25--0.01%
SageView Advisory Group, LLC663Dec 31, 25+6630.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-26.09K--
Atria Wealth Solutions, Inc.--Jun 30, 25-233.07K--
Sheaff Brock Investment Advisors, LLC17.86KMar 31, 25+1250.10%
Raymond James Financial Services Advisors, Inc.281.16KSep 30, 24+2631.56%
RAYMOND JAMES & ASSOCIATES42.40KSep 30, 24+17.00K0.24%
BENJAMIN F. EDWARDS & COMPANY, INC.3.25KJun 30, 24--0.02%
Cetera Advisor Networks LLC15.11KMar 31, 24-2040.08%
DFPG INVESTMENTS, LLC16.47KDec 31, 23--0.09%
Baystate Wealth Management LLC849Dec 31, 23+320.00%
Carroll Financial Associates, Inc.--Dec 31, 21-1.99K--
LADENBURG THALMANN FINANCIAL SERVICES INC.20.28KDec 31, 19-3290.11%
Advisor Group, Inc.10.11KDec 31, 19+1.33K0.06%
SUNTRUST BANKS INC12.41KSep 30, 19--0.07%
FinTrust Investment Advisory Services, LLC13.77KMar 31, 18--0.08%
MSI Financial Services Inc--Dec 31, 16-405--
VSR Financial Services, Inc.20.00KJun 30, 16+20.00K0.11%
Relative Value Partners, LLC162.04KMar 31, 15-17.36K0.90%
UBS AG218.75KSep 30, 14+12.88K1.22%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC131.07KJun 30, 10-7.54K0.73%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.