SSO(SSO)
SSO
Institutional Ownership
Top 361 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Turner Capital Investments, LLC | 569.59K | Sep 30, 26 | +569.59K | 0.48% |
| Client First Investment Management LLC | 387.54K | Sep 30, 26 | -157.01K | 0.33% |
| TOTH FINANCIAL ADVISORY CORP | 229.28K | Sep 30, 26 | +663 | 0.19% |
| Valeo Financial Advisors, LLC | 40.04K | Sep 30, 26 | -- | 0.03% |
| Galvin, Gaustad & Stein, LLC | 21.31K | Sep 30, 26 | -130 | 0.02% |
| Avidian Wealth Solutions, LLC | 20.04K | Sep 30, 26 | +6 | 0.02% |
| Farther Finance Advisors, LLC | 17.11K | Sep 30, 26 | -22.46K | 0.01% |
| WoodTrust Financial Corp | 16.52K | Sep 30, 26 | -1.58K | 0.01% |
| VisionPoint Advisory Group, LLC | 12.61K | Sep 30, 26 | +12.61K | 0.01% |
| EASTERN BANK | 8.70K | Sep 30, 26 | -- | 0.01% |
| Castleview Partners, LLC | 7.61K | Sep 30, 26 | +2.98K | 0.01% |
| Cadent Capital Advisors, LLC | 5.35K | Sep 30, 26 | +809 | 0.00% |
| Silverleafe Capital Partners, LLC | 4.74K | Sep 30, 26 | -- | 0.00% |
| Dale Q Rice Investment Management Ltd | 4.67K | Sep 30, 26 | -1 | 0.00% |
| First Heartland Consultants, Inc. | 4.42K | Sep 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 4.00K | Sep 30, 26 | -- | 0.00% |
| Wealth Group Ltd | 3.12K | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1.49K | Sep 30, 26 | -26 | 0.00% |
| Howard Capital Management Inc. | 12.17M | Jun 30, 26 | +12.17M | 10.23% |
| Main Street Group, LTD | 1.20M | Jun 30, 26 | +32.33K | 1.00% |
| TTP Investments, Inc. | 953.81K | Jun 30, 26 | +677.63K | 0.80% |
| GOLDMAN SACHS GROUP INC | 878.20K | Jun 30, 26 | +850.00K | 0.74% |
| Spire Wealth Management | 381.99K | Jun 30, 26 | -37.91K | 0.32% |
| Ridgepath Capital Management LLC | 369.11K | Jun 30, 26 | -997 | 0.31% |
| UBS Group AG | 321.45K | Jun 30, 26 | +36.71K | 0.27% |
| Asset Management Group, Inc. | 282.81K | Jun 30, 26 | -4.93K | 0.24% |
| KINGSWOOD WEALTH ADVISORS, LLC | 271.38K | Jun 30, 26 | +133.93K | 0.23% |
| HighTower Advisors, LLC | 249.62K | Jun 30, 26 | -929 | 0.21% |
| Brookstone Capital Management | 232.20K | Jun 30, 26 | -22.01K | 0.20% |
| Portfolio Design Labs, LLC | 220.40K | Jun 30, 26 | -6.67K | 0.19% |
| Arta Finance Wealth Management LLC | 179.19K | Jun 30, 26 | -6.33K | 0.15% |
| GenWealth Group, Inc. | 168.78K | Jun 30, 26 | -6.35K | 0.14% |
| Capital Investment Counsel, Inc | 167.73K | Jun 30, 26 | +8.69K | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 166.08K | Jun 30, 26 | -5.12K | 0.14% |
| Dedeker Financial LLC | 165.24K | Jun 30, 26 | -3.40K | 0.14% |
| Global View Capital Management LLC | 162.65K | Jun 30, 26 | +9.64K | 0.14% |
| Ascent Group, LLC | 159.35K | Jun 30, 26 | -5.43K | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 153.47K | Jun 30, 26 | -- | 0.13% |
| Three Seasons Wealth, LLC | 120.59K | Jun 30, 26 | +120.59K | 0.10% |
| Lido Advisors, LLC | 118.60K | Jun 30, 26 | -20.82K | 0.10% |
| CENTAURUS FINANCIAL, INC. | 116.08K | Jun 30, 26 | +116.08K | 0.10% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 114.95K | Jun 30, 26 | -- | 0.10% |
| J. M. Brown & Associates Inc. | 113.43K | Jun 30, 26 | +113.43K | 0.10% |
| JPMORGAN CHASE & CO | 99.05K | Jun 30, 26 | -1.82K | 0.08% |
| Blueprint Investment Partners LLC | 97.41K | Jun 30, 26 | +97.41K | 0.08% |
| Wealthcare Advisory Partners LLC | 94.94K | Jun 30, 26 | -980 | 0.08% |
| Ashton Thomas Private Wealth, LLC | 88.62K | Jun 30, 26 | -8.97K | 0.07% |
| UNIQUE WEALTH, LLC | 86.90K | Jun 30, 26 | -2.33K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 83.75K | Jun 30, 26 | +155 | 0.07% |
| GTS SECURITIES LLC | 79.70K | Jun 30, 26 | +79.70K | 0.07% |
| MILESTONE ASSET MANAGEMENT, LLC | 72.90K | Jun 30, 26 | +68.43K | 0.06% |
| Apollon Financial, LLC | 61.62K | Jun 30, 26 | +4 | 0.05% |
| Creative Planning | 58.94K | Jun 30, 26 | -1.78K | 0.05% |
| Blueprint Financial Advisors LLC | 58.28K | Jun 30, 26 | +58.28K | 0.05% |
| Innova Wealth Partners | 57.91K | Jun 30, 26 | -471 | 0.05% |
| Tower Research Capital LLC (TRC) | 54.82K | Jun 30, 26 | +44.89K | 0.05% |
| Marshall Financial Group LLC | 54.44K | Jun 30, 26 | -25.41K | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 51.85K | Jun 30, 26 | +51.85K | 0.04% |
| Professional Financial Advisors, LLC | 51.24K | Jun 30, 26 | +1.19K | 0.04% |
| SP Asset Management LLC | 50.80K | Jun 30, 26 | -785 | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 50.29K | Jun 30, 26 | -7.75K | 0.04% |
| Koshinski Asset Management, Inc. | 49.09K | Jun 30, 26 | +4.02K | 0.04% |
| ASSETMARK, INC | 48.76K | Jun 30, 26 | +19.74K | 0.04% |
| PMV Capital Advisers, LLC | 46.56K | Jun 30, 26 | +5.08K | 0.04% |
| Plotkin Financial Advisors, LLC | 46.52K | Jun 30, 26 | -9.07K | 0.04% |
| Tempus Wealth Planning, LLC | 46.05K | Jun 30, 26 | +46.05K | 0.04% |
| Stratos Wealth Partners, LTD. | 44.96K | Jun 30, 26 | +102 | 0.04% |
| Capital Investment Advisory Services, LLC | 44.91K | Jun 30, 26 | -2.48K | 0.04% |
| Mariner, LLC | 44.47K | Jun 30, 26 | -1.26K | 0.04% |
| Meridian Wealth Management, LLC | 43.77K | Jun 30, 26 | +9.22K | 0.04% |
| Sowell Financial Services LLC | 43.03K | Jun 30, 26 | -8.46K | 0.04% |
| Global Assets Advisory, LLC | 42.81K | Jun 30, 26 | +42.81K | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 40.00K | Jun 30, 26 | -2.49K | 0.03% |
| LPL Financial LLC | 39.94K | Jun 30, 26 | -22.61K | 0.03% |
| Larson Financial Group LLC | 39.41K | Jun 30, 26 | +1.41K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 39.20K | Jun 30, 26 | -3.35K | 0.03% |
| Sollinda Capital Management LLC | 37.31K | Jun 30, 26 | -4.76K | 0.03% |
| Sovereign Financial Group, Inc. | 36.15K | Jun 30, 26 | +110 | 0.03% |
| Sanctuary Advisors, LLC | 35.70K | Jun 30, 26 | +15.40K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 33.96K | Jun 30, 26 | +6.38K | 0.03% |
| NewEdge Wealth, LLC | 32.68K | Jun 30, 26 | -12.02K | 0.03% |
| Foundations Investment Advisors, LLC | 32.51K | Jun 30, 26 | +16.55K | 0.03% |
| Discipline Wealth Solutions, LLC | 30.10K | Jun 30, 26 | +15.03K | 0.03% |
| THRIVENT FINANCIAL FOR LUTHERANS | 27.15K | Jun 30, 26 | -22.48K | 0.02% |
| Rollins Financial Advisors, LLC | 26.78K | Jun 30, 26 | -2.99K | 0.02% |
| GeoWealth Management, LLC | 26.46K | Jun 30, 26 | -941 | 0.02% |
| SRS Capital Advisors, Inc. | 26.21K | Jun 30, 26 | +7.59K | 0.02% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 24.08K | Jun 30, 26 | -- | 0.02% |
| Diversified Trust Co | 24.00K | Jun 30, 26 | -- | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 23.75K | Jun 30, 26 | +9.26K | 0.02% |
| Allworth Financial LP | 23.61K | Jun 30, 26 | -995 | 0.02% |
| Colony Group, LLC | 23.55K | Jun 30, 26 | +164 | 0.02% |
| Quantinno Capital Management LP | 23.38K | Jun 30, 26 | +16.00K | 0.02% |
| Evolution Wealth Advisors, LLC | 23.06K | Jun 30, 26 | -70 | 0.02% |
| MGO ONE SEVEN LLC | 22.93K | Jun 30, 26 | -2.79K | 0.02% |
| Berger Financial Group, Inc | 22.52K | Jun 30, 26 | -308 | 0.02% |
| Genesee Capital Advisors, LLC | 22.39K | Jun 30, 26 | +16.13K | 0.02% |
| Clark Capital Management Group, Inc. | 22.38K | Jun 30, 26 | +7.72K | 0.02% |
| Summit Financial, LLC | 21.56K | Jun 30, 26 | +21.56K | 0.02% |
| Clear Creek Financial Management, LLC | 21.17K | Jun 30, 26 | +17.26K | 0.02% |
| J. Safra Sarasin Holding AG | 20.79K | Jun 30, 26 | +20.79K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.77K | Jun 30, 26 | -- | 0.02% |
| BLAIR WILLIAM & CO/IL | 20.34K | Jun 30, 26 | -2.36K | 0.02% |
| Avidian Wealth Solutions, LLC | 20.03K | Jun 30, 26 | +7 | 0.02% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19.66K | Jun 30, 26 | +19.66K | 0.02% |
| SkyOak Wealth, LLC | 19.49K | Jun 30, 26 | -1.34K | 0.02% |
| Safe Harbor Fiduciary, LLC | 18.61K | Jun 30, 26 | +289 | 0.02% |
| Chicago Partners Investment Group LLC | 18.12K | Jun 30, 26 | +33 | 0.02% |
| WoodTrust Financial Corp | 18.11K | Jun 30, 26 | -- | 0.02% |
| TWO SIGMA SECURITIES, LLC | 18.04K | Jun 30, 26 | +11.02K | 0.02% |
| Steel Peak Wealth Management LLC | 17.76K | Jun 30, 26 | -- | 0.01% |
| FOUNDERS FINANCIAL SECURITIES LLC | 17.73K | Jun 30, 26 | +836 | 0.01% |
| Strategic Blueprint, LLC | 17.40K | Jun 30, 26 | -6.88K | 0.01% |
| MAI Capital Management | 15.64K | Jun 30, 26 | -787 | 0.01% |
| Harvest Investment Services, LLC | 14.85K | Jun 30, 26 | -1.04K | 0.01% |
| Grandview Asset Management LLC | 14.40K | Jun 30, 26 | -- | 0.01% |
| Thompson David Blair | 13.93K | Jun 30, 26 | -2.63K | 0.01% |
| Baker Avenue Asset Management, LP | 13.77K | Jun 30, 26 | -- | 0.01% |
| Sunpointe, LLC | 13.25K | Jun 30, 26 | +13.25K | 0.01% |
| Palumbo Wealth Management LLC | 13.25K | Jun 30, 26 | +10 | 0.01% |
| NewEdge Advisors, LLC | 13.04K | Jun 30, 26 | -11.30K | 0.01% |
| CI Private Wealth, LLC | 12.98K | Jun 30, 26 | -450 | 0.01% |
| Atlatl Advisers LLC | 12.92K | Jun 30, 26 | +160 | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11.74K | Jun 30, 26 | -38.03K | 0.01% |
| COMMERCE BANK | 11.62K | Jun 30, 26 | -- | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11.58K | Jun 30, 26 | -160 | 0.01% |
| Cassaday & Co Wealth Management LLC | 11.31K | Jun 30, 26 | -- | 0.01% |
| NORDEN GROUP LLC | 11.28K | Jun 30, 26 | +136 | 0.01% |
| Sage Mountain Advisors LLC | 10.90K | Jun 30, 26 | -- | 0.01% |
| CRA Financial Services, LLC | 10.83K | Jun 30, 26 | +2 | 0.01% |
| Aurora Private Wealth, Inc. | 10.77K | Jun 30, 26 | -168 | 0.01% |
| Bernard Wealth Management Corp. | 10.65K | Jun 30, 26 | -- | 0.01% |
| WEST MICHIGAN ADVISORS, LLC | 10.59K | Jun 30, 26 | -- | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.48K | Jun 30, 26 | +10.48K | 0.01% |
| Tyche Wealth Partners LLC | 10.38K | Jun 30, 26 | +19 | 0.01% |
| Encompass More Asset Management | 10.29K | Jun 30, 26 | +10.29K | 0.01% |
| Financial Services Advisory Inc | 9.82K | Jun 30, 26 | +9.82K | 0.01% |
| Kovack Advisors, Inc. | 9.82K | Jun 30, 26 | +7 | 0.01% |
| Waverly Advisors, LLC | 9.77K | Jun 30, 26 | +9.77K | 0.01% |
| MINDSET WEALTH MANAGEMENT, LLC | 9.67K | Jun 30, 26 | -- | 0.01% |
| Wealthstar Advisors, LLC | 9.19K | Jun 30, 26 | -390 | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 9.06K | Jun 30, 26 | +2 | 0.01% |
| Richmond Brothers, Inc. | 8.93K | Jun 30, 26 | -16.05K | 0.01% |
| Greenspring Advisors, LLC | 8.71K | Jun 30, 26 | -731 | 0.01% |
| SIGNATUREFD, LLC | 8.61K | Jun 30, 26 | -- | 0.01% |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 8.24K | Jun 30, 26 | -3.04K | 0.01% |
| Forefront Analytics, LLC | 8.18K | Jun 30, 26 | +16 | 0.01% |
| WESBANCO BANK INC | 8.15K | Jun 30, 26 | -- | 0.01% |
| Verdence Capital Advisors LLC | 8.13K | Jun 30, 26 | -- | 0.01% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 8.06K | Jun 30, 26 | -- | 0.01% |
| Perigon Wealth Management, LLC | 7.79K | Jun 30, 26 | -- | 0.01% |
| Alternative Investment Advisors, LLC. | 7.73K | Jun 30, 26 | +55 | 0.01% |
| Allied Private Wealth LLC | 7.40K | Jun 30, 26 | +7.40K | 0.01% |
| TUDOR INVESTMENT CORP ET AL | 7.38K | Jun 30, 26 | -1.61K | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 7.16K | Jun 30, 26 | +7.16K | 0.01% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 7.15K | Jun 30, 26 | -8.02K | 0.01% |
| GABLES CAPITAL MANAGEMENT INC. | 7.14K | Jun 30, 26 | -- | 0.01% |
| Bank of New York Mellon Corp | 7.04K | Jun 30, 26 | -31.35K | 0.01% |
| Legacy Wealth Partners, LLC | 7.00K | Jun 30, 26 | -22.37K | 0.01% |
| 71 West Capital Partners | 6.79K | Jun 30, 26 | -- | 0.01% |
| IMC-Chicago, LLC | 6.42K | Jun 30, 26 | +6.42K | 0.01% |
| MKT Advisors LLC | 6.40K | Jun 30, 26 | -- | 0.01% |
| Balboa Wealth Partners | 6.30K | Jun 30, 26 | +6.30K | 0.01% |
| Spartan Planning & Wealth Management | 6.21K | Jun 30, 26 | +6.21K | 0.01% |
| Kovitz Investment Group Partners, LLC | 6.01K | Jun 30, 26 | +6.01K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.00K | Jun 30, 26 | -- | 0.01% |
| Elevated Private Wealth, LLC | 5.85K | Jun 30, 26 | +5.85K | 0.00% |
| Wealth Watch Advisors, INC | 5.58K | Jun 30, 26 | +5.58K | 0.00% |
| SpringVest Wealth Management LLC | 5.44K | Jun 30, 26 | -- | 0.00% |
| Claro Advisors LLC | 5.35K | Jun 30, 26 | +40 | 0.00% |
| Clearstead Advisors, LLC | 5.20K | Jun 30, 26 | -- | 0.00% |
| Modern Wealth Management, LLC | 5.13K | Jun 30, 26 | -- | 0.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 4.94K | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 4.94K | Jun 30, 26 | -207 | 0.00% |
| Clearwater Capital Advisors, LLC | 4.88K | Jun 30, 26 | -- | 0.00% |
| Erickson Financial Group, LLC | 4.83K | Jun 30, 26 | -6 | 0.00% |
| EverSource Wealth Advisors, LLC | 4.79K | Jun 30, 26 | +823 | 0.00% |
| Altman Advisors, Inc. | 4.64K | Jun 30, 26 | +4.64K | 0.00% |
| Castleview Partners, LLC | 4.63K | Jun 30, 26 | +62 | 0.00% |
| EAGLE WEALTH STRATEGIES LLC | 4.59K | Jun 30, 26 | -- | 0.00% |
| WORLD EQUITY GROUP, INC. | 4.58K | Jun 30, 26 | -129 | 0.00% |
| Cadent Capital Advisors, LLC | 4.54K | Jun 30, 26 | +8 | 0.00% |
| Luminist Capital LLC | 4.37K | Jun 30, 26 | +4.37K | 0.00% |
| Integrated Wealth Concepts LLC | 4.37K | Jun 30, 26 | -3 | 0.00% |
| Gibson Wealth Advisors LLC | 4.30K | Jun 30, 26 | +7 | 0.00% |
| MONEY CONCEPTS CAPITAL CORP | 4.29K | Jun 30, 26 | -- | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 4.27K | Jun 30, 26 | +8 | 0.00% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4.17K | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 4.12K | Jun 30, 26 | -1.67K | 0.00% |
| Arkadios Wealth Advisors | 4.08K | Jun 30, 26 | -500 | 0.00% |
| Belpointe Asset Management LLC | 4.04K | Jun 30, 26 | +4.04K | 0.00% |
| Procyon Advisors, LLC | 4.00K | Jun 30, 26 | +4.00K | 0.00% |
| Nuveen, LLC | 3.97K | Jun 30, 26 | +3.97K | 0.00% |
| AE Wealth Management LLC | 3.96K | Jun 30, 26 | -37 | 0.00% |
| Farringdon Capital, Ltd. | 3.90K | Jun 30, 26 | +3.90K | 0.00% |
| SMITH, MOORE & CO. | 3.89K | Jun 30, 26 | -- | 0.00% |
| Horizon Wealth Management, LLC | 3.88K | Jun 30, 26 | -- | 0.00% |
| WASHINGTON GROWTH STRATEGIES LLC | 3.86K | Jun 30, 26 | +3.86K | 0.00% |
| United Advisor Group, LLC | 3.84K | Jun 30, 26 | +3.84K | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 3.84K | Jun 30, 26 | +3.84K | 0.00% |
| Private Wealth Group, LLC | 3.79K | Jun 30, 26 | +3.79K | 0.00% |
| Sage Capital Management, LLC | 3.70K | Jun 30, 26 | +3.70K | 0.00% |
| Bay Rivers Group | 3.65K | Jun 30, 26 | +3.65K | 0.00% |
| Equitable Holdings, Inc. | 3.61K | Jun 30, 26 | -58 | 0.00% |
| Cerity Partners LLC | 3.60K | Jun 30, 26 | +3.60K | 0.00% |
| Kingsview Wealth Management, LLC | 3.46K | Jun 30, 26 | -458 | 0.00% |
| Physician Wealth Advisors, Inc. | 3.41K | Jun 30, 26 | -227 | 0.00% |
| Magnus Financial Group LLC | 3.33K | Jun 30, 26 | +3.33K | 0.00% |
| XTX Topco Ltd | 3.24K | Jun 30, 26 | +3.24K | 0.00% |
| Savvy Advisors, Inc. | 3.21K | Jun 30, 26 | +3.21K | 0.00% |
| Morse Asset Management, Inc | 3.20K | Jun 30, 26 | -- | 0.00% |
| MARCO INVESTMENT MANAGEMENT LLC | 3.20K | Jun 30, 26 | +3.20K | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 3.14K | Jun 30, 26 | +3.14K | 0.00% |
| Chung Wu Investment Group, LLC | 3.04K | Jun 30, 26 | -- | 0.00% |
| HCR Wealth Advisors | 2.98K | Jun 30, 26 | +2.98K | 0.00% |
| Financial Life Planners | 2.79K | Jun 30, 26 | +4 | 0.00% |
| US BANCORP \DE\ | 2.38K | Jun 30, 26 | -- | 0.00% |
| Beacon Capital Management, Inc. | 2.24K | Jun 30, 26 | -22.91K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 2.09K | Jun 30, 26 | -7.91K | 0.00% |
| Rockefeller Capital Management L.P. | 1.95K | Jun 30, 26 | +1.34K | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 1.86K | Jun 30, 26 | +1.86K | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 1.60K | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 1.55K | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.49K | Jun 30, 26 | +448 | 0.00% |
| MORGAN STANLEY | 1.34K | Jun 30, 26 | +1.24K | 0.00% |
| Abound Wealth Management | 1.07K | Jun 30, 26 | -- | 0.00% |
| Imprint Wealth LLC | 1.01K | Jun 30, 26 | -612 | 0.00% |
| Corsicana & Co. | 920 | Jun 30, 26 | +460 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 866 | Jun 30, 26 | -526 | 0.00% |
| Steward Partners Investment Advisory, LLC | 708 | Jun 30, 26 | +388 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 630 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 391 | Jun 30, 26 | +319 | 0.00% |
| CENTRAL TRUST Co | 360 | Jun 30, 26 | -- | 0.00% |
| MCDONALD PARTNERS LLC | 350 | Jun 30, 26 | +350 | 0.00% |
| SBI Securities Co., Ltd. | 294 | Jun 30, 26 | -5.24K | 0.00% |
| Parallel Advisors, LLC | 256 | Jun 30, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 177 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 173 | Jun 30, 26 | -- | 0.00% |
| Midwest Capital Advisors, LLC | 74 | Jun 30, 26 | +74 | 0.00% |
| Caitlin John, LLC | 55 | Jun 30, 26 | +55 | 0.00% |
| Tradewinds Capital Management, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| IFP Advisors, Inc | 35 | Jun 30, 26 | +35 | 0.00% |
| Signature Resources Capital Management, LLC | 28 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 16 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -1 | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Golden State Equity Partners | -- | Jun 30, 26 | -140 | -- |
| SPROTT INC. | -- | Jun 30, 26 | -24.40K | -- |
| Bogart Wealth, LLC | -- | Jun 30, 26 | -1.06K | -- |
| IEQ CAPITAL, LLC | -- | Jun 30, 26 | -5.64K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -708 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -2.16K | -- |
| Virtue Capital Management, LLC | -- | Jun 30, 26 | -392.77K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -77 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -194 | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -30 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -11.16K | -- |
| Massar Capital Management, LP | -- | Jun 30, 26 | -53.88K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -9.47K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.08K | -- |
| RIA Advisory Group LLC | -- | Jun 30, 26 | -22.64K | -- |
| ZEGA Investments, LLC | -- | Jun 30, 26 | -27.38K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -149.91K | -- |
| Pinkerton Retirement Specialists, LLC | -- | Jun 30, 26 | -749.13K | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -33.47K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -86.63K | -- |
| Pensionmark Financial Group, LLC | -- | Jun 30, 26 | -7.36K | -- |
| TruWealth Advisors, LLC | 8.93K | Mar 31, 26 | -- | 0.01% |
| Charter Oak Capital Management, LLC | 6.18K | Mar 31, 26 | -- | 0.01% |
| Sunbelt Securities, Inc. | 3.52K | Mar 31, 26 | +1.47K | 0.00% |
| CWM, LLC | 80 | Mar 31, 26 | -396.23K | 0.00% |
| Prosperity Wealth Management, Inc. | 14.64K | Dec 31, 25 | +7.30K | 0.01% |
| REDMONT WEALTH ADVISORS LLC | 7.40K | Dec 31, 25 | +3.70K | 0.01% |
| GREENBERG FINANCIAL GROUP | 6.29K | Dec 31, 25 | +6.29K | 0.01% |
| CIBC Private Wealth Group, LLC | 374 | Dec 31, 25 | -1.14K | 0.00% |
| ORG Partners LLC | 140 | Dec 31, 25 | +66 | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | 50.26K | Sep 30, 25 | +1.51K | 0.04% |
| D. SCOTT NEAL, INC. | 22.69K | Sep 30, 25 | -- | 0.02% |
| WOLVERINE TRADING, LLC | 10.90K | Sep 30, 25 | +10.90K | 0.01% |
| Wealthstream Advisors, Inc. | 5.28K | Sep 30, 25 | -190 | 0.00% |
| Defined Financial Planning LLC | 4.88K | Sep 30, 25 | +4.88K | 0.00% |
| FIRST NATIONAL CORP /MA/ /ADV | -- | Sep 30, 25 | -32.13K | -- |
| Legacy Investment Solutions, LLC | 17.34K | Jun 30, 25 | +17.34K | 0.01% |
| Atria Wealth Solutions, Inc. | 9.83K | Jun 30, 25 | +4.18K | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2.05K | Jun 30, 25 | +2.05K | 0.00% |
| Sheaff Brock Investment Advisors, LLC | 11.00K | Mar 31, 25 | -1.50K | 0.01% |
| Orion Portfolio Solutions, LLC | 9.05K | Mar 31, 25 | -- | 0.01% |
| Aveo Capital Partners, LLC | 7.95K | Mar 31, 25 | -50.26K | 0.01% |
| BluePointe Capital Management, LLC | 2.50K | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 248 | Mar 31, 25 | +80 | 0.00% |
| GG Group Ventures, LLC | 3.82K | Dec 31, 24 | -2.06K | 0.00% |
| Bison Wealth, LLC | -- | Dec 31, 24 | -28.01K | -- |
| SINECERA CAPITAL, LLC | 15.85K | Sep 30, 24 | -635 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 4.80K | Sep 30, 24 | +700 | 0.00% |
| SpiderRock Advisors, LLC | 4.00K | Sep 30, 24 | +4.00K | 0.00% |
| Zega Financial, LLC | -- | Sep 30, 24 | -11.21K | -- |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 24 | -57.47K | -- |
| HYMAN CHARLES D | 24.80K | Jun 30, 24 | -- | 0.02% |
| EXECUTIVE WEALTH GROUP LLC | 25.20K | Mar 31, 24 | +16.80K | 0.02% |
| Cutler Group LLC / CA | 19.42K | Mar 31, 24 | -33.45K | 0.02% |
| CREDIT SUISSE AG/ | 6.00K | Mar 31, 24 | -- | 0.01% |
| Coppell Advisory Solutions Corp. | 5.84K | Mar 31, 24 | +5.84K | 0.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4.94K | Mar 31, 24 | -- | 0.00% |
| Rollins Financial | 14.82K | Dec 31, 23 | -23.74K | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 3.52K | Dec 31, 23 | +3.52K | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 72.30K | Sep 30, 23 | +72.30K | 0.06% |
| Johnson Midwest Financial, LLC | -- | Sep 30, 23 | -19.87K | -- |
| First Capital Advisors Group, LLC. | 305 | Jun 30, 23 | +305 | 0.00% |
| Ahrens Investment Partners LLC | 200 | Mar 31, 23 | +200 | 0.00% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 85 | Mar 31, 23 | -105 | 0.00% |
| Sargent Bickham Lagudis LLC | 99.88K | Dec 31, 22 | +8 | 0.08% |
| Crosspoint Capital Strategies, LLC | 12.38K | Dec 31, 22 | +12.38K | 0.01% |
| Cribstone Capital Management, LLC | 134 | Dec 31, 22 | -- | 0.00% |
| Burleson & Company, LLC | 100 | Dec 31, 22 | -- | 0.00% |
| Claraphi Advisory Network, LLC | -- | Dec 31, 22 | -6.70K | -- |
| SP Asset Management | 208.03K | Sep 30, 22 | -- | 0.17% |
| DRW SECURITIES, L.L.C. | 13.17K | Sep 30, 22 | +13.17K | 0.01% |
| BTR CAPITAL MANAGEMENT INC | 13.10K | Sep 30, 22 | +3.80K | 0.01% |
| American Portfolios Advisors | 7.84K | Sep 30, 22 | -200 | 0.01% |
| BRR OpCo, LLC | 5.30K | Sep 30, 22 | -- | 0.00% |
| EXANE DERIVATIVES | 500 | Jun 30, 22 | -- | 0.00% |
| Corbenic Partners LLC | 327 | Jun 30, 22 | -- | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | 3.58K | Mar 31, 22 | +1.79K | 0.00% |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -332 | -- |
| REILLY FINANCIAL ADVISORS, LLC | 1.56K | Dec 31, 21 | -5 | 0.00% |
| NEXT Financial Group, Inc | 282 | Dec 31, 21 | -1.13K | 0.00% |
| Carroll Financial Associates, Inc. | 4 | Dec 31, 21 | -- | 0.00% |
| Hayden Royal, LLC | -- | Dec 31, 21 | -4.86K | -- |
| CEDAR CAPITAL, LLC | 9.32K | Sep 30, 21 | -2.31K | 0.01% |
| FormulaFolio Investments, LLC | 21.29K | Jun 30, 21 | -723 | 0.02% |
| OLD MISSION CAPITAL, LLC | 2.50K | Dec 31, 20 | +2.50K | 0.00% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 142 | Sep 30, 20 | +61 | 0.00% |
| Squar Milner Financial Services LLC | 8.30K | Mar 31, 20 | +8.27K | 0.01% |
| PagnatoKarp Partners LLC | -- | Mar 31, 20 | -3.27K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8.71K | Dec 31, 19 | +903 | 0.01% |
| Advisor Group, Inc. | 3.46K | Dec 31, 19 | +683 | 0.00% |
| TD Ameritrade Trust Co | 58.22K | Mar 31, 19 | -963 | 0.05% |
| BKS ADVISORS, LLC | 26.12K | Mar 31, 19 | -3.02K | 0.02% |
| Ceros Financial Services Inc. | 6.67K | Mar 31, 19 | +6.67K | 0.01% |
| NEXT Financial Holdings | 3.88K | Mar 31, 19 | +3.88K | 0.00% |
| Visionary Asset Management, Inc. | 4.31K | Dec 31, 18 | -5.53K | 0.00% |
| Allegis Investment Advisors, LLC | 14.29K | Mar 31, 18 | +5.62K | 0.01% |
| Portfolio Strategies Inc | 56.41K | Dec 31, 17 | +56.41K | 0.05% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -14.10K | -- |
| MSI Financial Services Inc | 470 | Dec 31, 16 | -- | 0.00% |
| Giralda Advisors, LLC | 7.00K | Sep 30, 16 | +7.00K | 0.01% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1.00K | Sep 30, 16 | +1.00K | 0.00% |
| SOCIETE GENERALE | 4.14K | Jun 30, 16 | +4.14K | 0.00% |
| Placemark Investments, Inc. | 56.92K | Dec 31, 14 | -67.01K | 0.05% |
| Tradeworx Inc. | 13.57K | Sep 30, 14 | +13.57K | 0.01% |
| UBS AG | 8.82K | Sep 30, 14 | +2.98K | 0.01% |
| Allston Trading LLC | -- | Sep 30, 14 | -1.73K | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -7.00K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | -- | Sep 30, 13 | -8.16K | -- |
| KNIGHT CAPITAL GROUP LLC | 35.70K | Jun 30, 13 | -15.00K | 0.03% |
| First Allied Securities, Inc. | 5.17K | Jun 30, 12 | +3.44K | 0.00% |
| NOLLENBERGER CAPITAL PARTNERS INC | 1.00K | Dec 31, 10 | -- | 0.00% |
| RBC TRUSTEES (Jersey) LTD | 5.39K | Sep 30, 09 | +3.40K | 0.00% |
| RBC cees Trustee LTD | 4.04K | Sep 30, 09 | +4.04K | 0.00% |
| RBC Dominion Securities Inc. | 50.70K | Dec 31, 08 | +49.50K | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Explore More
Stock Comparison
Compare equities side by side
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers
