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Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 39 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Holistic Planning, LLC | 461.11K | Jun 30, 26 | -55.95K | 22.26% |
| WealthPlan Investment Management, LLC | 191.97K | Jun 30, 26 | +2.15K | 9.27% |
| OxenFree Capital LLC | 177.39K | Jun 30, 26 | +8.37K | 8.56% |
| Advyzon Investment Management, LLC | 102.05K | Jun 30, 26 | -43.54K | 4.93% |
| Cambridge Investment Research Advisors, Inc. | 49.46K | Jun 30, 26 | -263 | 2.39% |
| Everhart Financial Group, Inc. | 32.88K | Jun 30, 26 | -487 | 1.59% |
| StoneX Group Inc. | 29.14K | Jun 30, 26 | +292 | 1.41% |
| PARAGON CAPITAL MANAGEMENT INC | 25.16K | Jun 30, 26 | +684 | 1.21% |
| Summit Financial, LLC | 19.87K | Jun 30, 26 | -2.15K | 0.96% |
| GTS SECURITIES LLC | 19.32K | Jun 30, 26 | -3.84K | 0.93% |
| MML INVESTORS SERVICES, LLC | 18.56K | Jun 30, 26 | +9.23K | 0.90% |
| Merit Financial Group, LLC | 17.57K | Jun 30, 26 | +33 | 0.85% |
| Essex Financial Services, Inc. | 15.96K | Jun 30, 26 | +13 | 0.77% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.34K | Jun 30, 26 | -1.75K | 0.74% |
| Venture Visionary Partners LLC | 14.33K | Jun 30, 26 | -- | 0.69% |
| HARBOUR INVESTMENTS, INC. | 11.84K | Jun 30, 26 | -177 | 0.57% |
| Betterment LLC | 11.14K | Jun 30, 26 | +2.66K | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 10.36K | Jun 30, 26 | +10 | 0.50% |
| FLOW TRADERS U.S. LLC | 10.33K | Jun 30, 26 | +10.33K | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 8.26K | Jun 30, 26 | +8.26K | 0.40% |
| Kestra Advisory Services, LLC | 7.88K | Jun 30, 26 | +2 | 0.38% |
| Farther Finance Advisors, LLC | 7.11K | Jun 30, 26 | -- | 0.34% |
| Key Client Fiduciary Advisors, LLC | 6.22K | Jun 30, 26 | -877 | 0.30% |
| Chicago Partners Investment Group LLC | 5.86K | Jun 30, 26 | -- | 0.28% |
| Cetera Investment Advisers | 5.52K | Jun 30, 26 | +5.52K | 0.27% |
| Rockefeller Capital Management L.P. | 3.54K | Jun 30, 26 | -90 | 0.17% |
| Geneos Wealth Management Inc. | 1.00K | Jun 30, 26 | -- | 0.05% |
| BLAIR WILLIAM & CO/IL | 513 | Jun 30, 26 | -- | 0.02% |
| N.E.W. Advisory Services LLC | 379 | Jun 30, 26 | -- | 0.02% |
| WELLS FARGO & COMPANY/MN | 375 | Jun 30, 26 | +375 | 0.02% |
| UBS Group AG | 13 | Jun 30, 26 | +13 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| LPL Financial LLC | -- | Jun 30, 26 | -6.89K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -10.68K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -419 | -- |
| Longview Financial Advisors, Inc. | -- | Jun 30, 26 | -2.23K | -- |
| McIlrath & Eck, LLC | 1.89K | Mar 31, 26 | -163 | 0.09% |
| Safeguard Financial, LLC | 24.54K | Mar 31, 25 | -3.71K | 1.19% |
| FinTrust Capital Advisors, LLC | 1.52K | Sep 30, 24 | +186 | 0.07% |
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