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Institutional Ownership

Top 403 Institutional Holders
HolderSharesDateChange% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC165.66KSep 30, 26-2.58K0.29%
Farther Finance Advisors, LLC121.75KSep 30, 26+6.94K0.21%
Archer Investment Management, LLC103.99KSep 30, 26+24.38K0.18%
SigFig Wealth Management, LLC73.03KSep 30, 26+1.23K0.13%
Affinity Capital Advisors, LLC63.69KSep 30, 26+26.16K0.11%
Midwest Financial Partners Investments, Inc.63.48KSep 30, 26+2.07K0.11%
MLG Wealth Management DBA Pine Grove Financial Group36.56KSep 30, 26+1.65K0.06%
Asempa Wealth Advisors24.80KSep 30, 26+12.45K0.04%
Gradient Investments LLC23.64KSep 30, 26-2.87K0.04%
CX Institutional19.94KSep 30, 26+19.94K0.03%
SAX WEALTH ADVISORS, LLC12.82KSep 30, 26+3090.02%
Acropolis Investment Management, LLC6.54KSep 30, 26+500.01%
CoreCap Advisors, LLC1.80KSep 30, 26-1780.00%
EASTERN BANK818Sep 30, 26-4.96K0.00%
MJT & Associates Financial Advisory Group, Inc.642Sep 30, 26+570.00%
Bangor Savings Bank383Sep 30, 26+130.00%
Dynamic Advisor Solutions LLC--Sep 30, 26-16.80K--
Level Financial Advisors, Inc.--Sep 30, 26-20.45K--
Centurion Wealth Management LLC--Sep 30, 26-10.87K--
ENVESTNET ASSET MANAGEMENT INC7.20MJun 30, 26-2.73M12.41%
Wealthfront Advisers LLC4.48MJun 30, 26+849.92K7.73%
JPMORGAN CHASE & CO4.37MJun 30, 26-179.26K7.54%
UBS Group AG3.27MJun 30, 26+95.83K5.64%
LPL Financial LLC2.73MJun 30, 26-615.76K4.70%
Betterment LLC1.70MJun 30, 26+107.77K2.93%
AMERIPRISE FINANCIAL INC1.63MJun 30, 26+3.92K2.80%
Envestnet Portfolio Solutions, Inc.1.56MJun 30, 26-602.62K2.68%
Creative Planning1.37MJun 30, 26+56.88K2.36%
FMR LLC1.11MJun 30, 26+44.89K1.91%
Acorns Advisers, LLC1.09MJun 30, 26+63.86K1.88%
Fisher Asset Management, LLC877.98KJun 30, 26+45.14K1.51%
MORGAN STANLEY860.28KJun 30, 26-8781.48%
Cetera Investment Advisers754.33KJun 30, 26-174.00K1.30%
IMPACTfolio, LLC617.58KJun 30, 26+14.18K1.06%
UBS ASSET MANAGEMENT AMERICAS INC571.39KJun 30, 26-2270.99%
PARK AVENUE SECURITIES LLC536.96KJun 30, 26-204.83K0.93%
WELLS FARGO & COMPANY/MN515.18KJun 30, 26+50.20K0.89%
BANK OF AMERICA CORP /DE/404.07KJun 30, 26+20.79K0.70%
MML INVESTORS SERVICES, LLC396.95KJun 30, 26-72.36K0.68%
MERCER GLOBAL ADVISORS INC /ADV377.81KJun 30, 26+196.87K0.65%
Bank of New York Mellon Corp366.15KJun 30, 26-67.21K0.63%
ASSETMARK, INC314.80KJun 30, 26-36.31K0.54%
ROYAL BANK OF CANADA296.32KJun 30, 26-23.93K0.51%
One Wealth Advisors, LLC294.79KJun 30, 26-23.76K0.51%
RAYMOND JAMES FINANCIAL INC283.49KJun 30, 26+10.68K0.49%
Financial Engines Advisors L.L.C.268.64KJun 30, 26+6.01K0.46%
Invera Wealth Advisors, LLC257.66KJun 30, 26+14.57K0.44%
Avise Financial Cooperative, Inc.238.68KJun 30, 26-75.77K0.41%
Cambridge Investment Research Advisors, Inc.237.40KJun 30, 26-34.21K0.41%
Perigon Wealth Management, LLC236.29KJun 30, 26-16.48K0.41%
Legacy Edge Advisors, LLC235.52KJun 30, 26+16.66K0.41%
Janney Montgomery Scott LLC214.52KJun 30, 26-53.67K0.37%
THRIVENT FINANCIAL FOR LUTHERANS212.04KJun 30, 26-31.15K0.37%
COMMONWEALTH EQUITY SERVICES, LLC207.25KJun 30, 26+16.97K0.36%
Colorado Capital Management, Inc.203.98KJun 30, 26-8450.35%
NewEdge Advisors, LLC197.98KJun 30, 26+42.11K0.34%
Miracle Mile Advisors, LLC192.47KJun 30, 26+8.10K0.33%
Resources Investment Advisors, LLC.191.25KJun 30, 26-48.02K0.33%
FLPUTNAM INVESTMENT MANAGEMENT CO184.49KJun 30, 26-21.14K0.32%
Equitable Holdings, Inc.176.21KJun 30, 26-46.77K0.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC168.24KJun 30, 26+69.66K0.29%
Horst & Graben Wealth Management LLC163.56KJun 30, 26-38.82K0.28%
WESBANCO BANK INC157.59KJun 30, 26+1.89K0.27%
GeoWealth Management, LLC153.20KJun 30, 26+8.93K0.26%
Allworth Financial LP152.59KJun 30, 26+31.88K0.26%
UNITED CAPITAL FINANCIAL ADVISERS, LLC148.12KJun 30, 26-62.28K0.26%
Sharkey, Howes & Javer141.88KJun 30, 26-39.48K0.24%
Facet Wealth, Inc.133.59KJun 30, 26+12.53K0.23%
Vise Technologies, Inc.124.50KJun 30, 26+124.50K0.21%
Savant Capital, LLC122.40KJun 30, 26+1.35K0.21%
Merit Financial Group, LLC108.91KJun 30, 26-18.49K0.19%
Brookstone Capital Management100.27KJun 30, 26+9.04K0.17%
HSBC HOLDINGS PLC98.50KJun 30, 26+26.00K0.17%
FIDUCIARY TRUST CO98.29KJun 30, 26+14.44K0.17%
Summit Wealth Group, LLC97.91KJun 30, 26+1.26K0.17%
Topel & Distasi Wealth Management, LLC97.35KJun 30, 26+6.20K0.17%
Davis Wealth Advisors, LLC86.85KJun 30, 26-13.11K0.15%
Rossby Financial, LCC84.77KJun 30, 26+3.79K0.15%
ADVISOR GROUP HOLDINGS, INC.83.24KJun 30, 26+7.57K0.14%
Archer Investment Management, LLC79.61KJun 30, 26-164.79K0.14%
BIRCHBROOK, INC.74.19KJun 30, 26+2.01K0.13%
Steward Partners Investment Advisory, LLC73.46KJun 30, 26-4.12K0.13%
Concurrent Investment Advisors, LLC72.44KJun 30, 26-2.05K0.12%
Beacon Pointe Advisors, LLC69.88KJun 30, 26+39.29K0.12%
SCHMIDT P J INVESTMENT MANAGEMENT INC67.45KJun 30, 26+5.42K0.12%
Sanctuary Advisors, LLC66.20KJun 30, 26-10.47K0.11%
Skyline Advisors, Inc.62.84KJun 30, 26+4.72K0.11%
Kestra Advisory Services, LLC62.22KJun 30, 26+13.26K0.11%
SOFI WEALTH, LLC61.97KJun 30, 26+5.57K0.11%
Brinker Capital Investments, LLC61.30KJun 30, 26-13.41K0.11%
Vision Capital Management, Inc.61.06KJun 30, 26+14.43K0.11%
HighTower Advisors, LLC60.92KJun 30, 26-7.33K0.11%
Pensionmark Financial Group, LLC58.61KJun 30, 26-1.17K0.10%
JNBA Financial Advisors58.47KJun 30, 26+5360.10%
RCS Financial Planning, LLC58.30KJun 30, 26+4.20K0.10%
Advisory Services Network, LLC57.66KJun 30, 26-5.32K0.10%
Integrated Wealth Concepts LLC56.26KJun 30, 26-9.04K0.10%
Private Wealth Management Group, LLC55.90KJun 30, 26+3.76K0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC54.70KJun 30, 26+6.09K0.09%
One Capital Management, LLC53.08KJun 30, 26--0.09%
OpenArc Corporate Advisory, LLC52.67KJun 30, 26-6.98K0.09%
CITADEL ADVISORS LLC52.26KJun 30, 26-21.35K0.09%
Trilogy Capital Inc.50.52KJun 30, 26+7210.09%
JANE STREET GROUP, LLC48.95KJun 30, 26+48.95K0.08%
JONES FINANCIAL COMPANIES LLLP48.54KJun 30, 26+11.84K0.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management47.89KJun 30, 26+2.04K0.08%
TRUIST FINANCIAL CORP47.57KJun 30, 26+22.34K0.08%
RFG Advisory, LLC47.23KJun 30, 26-16.71K0.08%
White Lighthouse Investment Management Inc.46.39KJun 30, 26+1.80K0.08%
STOCK YARDS BANK & TRUST CO44.53KJun 30, 26+6.00K0.08%
MGO ONE SEVEN LLC44.06KJun 30, 26-16.20K0.08%
Ameritas Investment Partners, Inc.43.05KJun 30, 26+3.33K0.07%
CAPTRUST FINANCIAL ADVISORS42.22KJun 30, 26+1.07K0.07%
Kelsey Financial, LLC41.77KJun 30, 26+14.63K0.07%
THEORY FINANCIAL LLC41.37KJun 30, 26-6.02K0.07%
STIFEL FINANCIAL CORP40.81KJun 30, 26+1.59K0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC40.47KJun 30, 26-14.12K0.07%
Diversify Advisory Services, LLC40.47KJun 30, 26+40.47K0.07%
Catalytic Wealth RIA, LLC39.49KJun 30, 26+5890.07%
Schneider Downs Wealth Management Advisors, LP38.91KJun 30, 26+6030.07%
Affinity Capital Advisors, LLC37.53KJun 30, 26-16.52K0.06%
Wealth Alliance36.13KJun 30, 26-5.62K0.06%
PAYDEN & RYGEL35.56KJun 30, 26--0.06%
EverSource Wealth Advisors, LLC35.11KJun 30, 26-12.99K0.06%
Navigation Group, LLC35.10KJun 30, 26+1.27K0.06%
MLG Wealth Management DBA Pine Grove Financial Group34.91KJun 30, 26-9.35K0.06%
Van Hulzen Asset Management, LLC34.31KJun 30, 26--0.06%
Turner Financial Group, Inc.34.29KJun 30, 26+34.29K0.06%
Cerity Partners LLC34.19KJun 30, 26-20.09K0.06%
WILEY BROS.-AINTREE CAPITAL, LLC33.85KJun 30, 26-7.41K0.06%
LifePlan Investment Advisors, Inc.33.75KJun 30, 26-17.61K0.06%
Adviser Investments LLC33.55KJun 30, 26--0.06%
Buckingham Strategic Partners33.21KJun 30, 26+8.29K0.06%
Venturi Wealth Management, LLC32.15KJun 30, 26+1770.06%
Gateway Wealth Partners, LLC31.69KJun 30, 26-54.45K0.05%
Continuum Advisory, LLC31.21KJun 30, 26-1.77K0.05%
Hoxton Planning & Management, LLC30.52KJun 30, 26-5.35K0.05%
Aprio Wealth Management, LLC30.23KJun 30, 26-750.05%
MA Private Wealth30.11KJun 30, 26-2.59K0.05%
Savvy Advisors, Inc.29.79KJun 30, 26+4.29K0.05%
LIFELONG WEALTH ADVISORS, INC.29.66KJun 30, 26-8.05K0.05%
Traveka Wealth, LLC29.07KJun 30, 26-1.58K0.05%
ONE WEALTH CAPITAL MANAGEMENT, LLC28.29KJun 30, 26-3.02K0.05%
Focus Financial Network, Inc.26.75KJun 30, 26+4.78K0.05%
LexAurum Advisors, LLC26.10KJun 30, 26+3.81K0.05%
UMB Bank, n.a.25.73KJun 30, 26--0.04%
CI Private Wealth, LLC25.53KJun 30, 26+6.28K0.04%
Evergreen Private Wealth LLC25.09KJun 30, 26--0.04%
Tempus Wealth Planning, LLC24.70KJun 30, 26+1.88K0.04%
Keystone Financial Services23.98KJun 30, 26-3.59K0.04%
Sequoia Financial Advisors, LLC23.94KJun 30, 26-14.13K0.04%
AMERICAN FINANCIAL & TAX STRATEGIES INC23.47KJun 30, 26+310.04%
Wells Financial Advisors INC23.05KJun 30, 26--0.04%
BEACON FINANCIAL GROUP22.87KJun 30, 26-6990.04%
Peak Financial Management, Inc.22.14KJun 30, 26+6000.04%
ENDEAVOR PRIVATE WEALTH, INC.21.81KJun 30, 26-5.52K0.04%
Keener Financial Planning LLC21.25KJun 30, 26+7.80K0.04%
Level Financial Advisors, Inc.20.45KJun 30, 26+20.45K0.04%
Capital Analysts, LLC20.39KJun 30, 26+1.37K0.04%
Oregon Pacific Wealth Management, LLC20.21KJun 30, 26-8.41K0.03%
PROFFITT & GOODSON INC19.84KJun 30, 26-1.74K0.03%
Napier Financial, LLC19.34KJun 30, 26+130.03%
CHOREO, LLC19.30KJun 30, 26-1.29K0.03%
Bragg Financial Advisors, Inc19.23KJun 30, 26+1.02K0.03%
MBE Wealth Management, LLC19.21KJun 30, 26-3.72K0.03%
American Money Management, LLC19.13KJun 30, 26+2950.03%
Cornerstone Planning Group LLC19.05KJun 30, 26-1.33K0.03%
Golden State Wealth Management, LLC18.27KJun 30, 26-1.44K0.03%
Ascent Group, LLC17.90KJun 30, 26-4.77K0.03%
True Link Financial Advisors, LLC17.67KJun 30, 26+2.15K0.03%
JB Capital LLC17.64KJun 30, 26-6.16K0.03%
Higgins & Schmidt Wealth Strategies LLC17.64KJun 30, 26+1.57K0.03%
Ashton Thomas Private Wealth, LLC17.52KJun 30, 26+8.74K0.03%
Cornerstone Financial Management LLC17.34KJun 30, 26+1.70K0.03%
FSB PREMIER WEALTH MANAGEMENT, INC.17.25KJun 30, 26+860.03%
ABSOLUTE CAPITAL MANAGEMENT, LLC17.24KJun 30, 26+4.03K0.03%
Dynamic Advisor Solutions LLC16.80KJun 30, 26-4110.03%
SageView Advisory Group, LLC16.66KJun 30, 26-4.38K0.03%
AE Wealth Management LLC16.54KJun 30, 26+1.39K0.03%
Talisman Wealth Advisors LLC16.48KJun 30, 26+2.39K0.03%
Carr Financial Group Corp16.32KJun 30, 26+1850.03%
SPIREPOINT PRIVATE CLIENT, LLC16.27KJun 30, 26+16.27K0.03%
Williams Financial, LLC16.17KJun 30, 26+16.17K0.03%
Private Advisor Group, LLC15.94KJun 30, 26+15.94K0.03%
Occidental Asset Management, LLC15.63KJun 30, 26--0.03%
XY Planning Network, Inc.15.60KJun 30, 26+1.22K0.03%
Blue Edge Capital, LLC15.56KJun 30, 26+460.03%
Maia Wealth LLC15.32KJun 30, 26+4880.03%
Colony Group, LLC15.13KJun 30, 26-2.13K0.03%
Regal Investment Advisors LLC15.12KJun 30, 26-5.24K0.03%
Braun-Bostich & Associates Inc.14.89KJun 30, 26-2.16K0.03%
Spectrum Planning & Advisory Services Inc.14.81KJun 30, 26-4.75K0.03%
SRS Capital Advisors, Inc.14.39KJun 30, 26+14.32K0.02%
Atria Investments, Inc14.30KJun 30, 26-16.58K0.02%
Five Pine Wealth Management14.21KJun 30, 26+3100.02%
RED REEF ADVISORS LLC14.16KJun 30, 26+5100.02%
EQ LLC14.11KJun 30, 26-9.15K0.02%
BENJAMIN EDWARDS INC14.02KJun 30, 26+1800.02%
Tribridge Partners Financial LLC13.36KJun 30, 26--0.02%
SAGESPRING WEALTH PARTNERS, LLC12.96KJun 30, 26-5.92K0.02%
SAX WEALTH ADVISORS, LLC12.52KJun 30, 26+2.84K0.02%
WEALTHGARDEN F.S. LLC12.18KJun 30, 26-5380.02%
NOTTINGHAM ADVISORS, INC.12.13KJun 30, 26+3170.02%
Pine Valley Investments Ltd Liability Co12.11KJun 30, 26+620.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC12.10KJun 30, 26+2.86K0.02%
Portfolio Resources Advisor Group, Inc.12.09KJun 30, 26+4.14K0.02%
ZENITH SOLUTIONS, INC.11.94KJun 30, 26+11.94K0.02%
Baker Avenue Asset Management, LP11.91KJun 30, 26+1470.02%
Capital Asset Advisory Services LLC11.85KJun 30, 26-4.97K0.02%
AXXCESS WEALTH MANAGEMENT, LLC11.85KJun 30, 26+11.85K0.02%
Kingsview Wealth Management, LLC11.80KJun 30, 26+1.96K0.02%
HARBOUR INVESTMENTS, INC.11.68KJun 30, 26-2.05K0.02%
Perennial Investment Advisors, LLC11.51KJun 30, 26+2.80K0.02%
Buttonwood Financial Group, LLC11.11KJun 30, 26-4.09K0.02%
Patriot Financial Group Insurance Agency, LLC11.02KJun 30, 26-21.46K0.02%
Klaas Financial Asset Advisors, LLC10.94KJun 30, 26-1.19K0.02%
Centurion Wealth Management LLC10.87KJun 30, 26-8350.02%
Finley Financial, LLC10.85KJun 30, 26--0.02%
RETIREMENT INCOME SOLUTIONS, INC10.84KJun 30, 26--0.02%
Rockefeller Capital Management L.P.10.73KJun 30, 26-1.29K0.02%
PFG Advisors10.71KJun 30, 26-1000.02%
Morton Brown Family Wealth, LLC10.68KJun 30, 26+6890.02%
Fairlight Advisors10.65KJun 30, 26+10.65K0.02%
FIFTH THIRD BANCORP10.64KJun 30, 26-3.55K0.02%
CURTIS WEALTH MANAGEMENT LLC10.58KJun 30, 26-4.08K0.02%
Midwest Capital Advisors, LLC10.54KJun 30, 26+1200.02%
Rockport Wealth LLC10.33KJun 30, 26--0.02%
Vestmark Advisory Solutions, Inc.10.19KJun 30, 26+10.19K0.02%
Godfrey Financial Associates, Inc.10.09KJun 30, 26+1230.02%
Two West Capital Advisors LLC10.09KJun 30, 26+10.09K0.02%
CFS Investment Advisory Services, LLC10.05KJun 30, 26-1.15K0.02%
Western Wealth Management, LLC10.04KJun 30, 26-1.54K0.02%
Larson Financial Group LLC10.04KJun 30, 26-4.66K0.02%
RESOLUTE WEALTH ADVISOR, INC.9.98KJun 30, 26--0.02%
Csenge Advisory Group9.86KJun 30, 26-7110.02%
WARNER FINANCIAL, INC9.83KJun 30, 26+500.02%
Veridan Wealth LLC9.82KJun 30, 26-930.02%
Legacy Financial Group LLC9.81KJun 30, 26+9.81K0.02%
Holistic Planning, LLC9.79KJun 30, 26-4.78K0.02%
Strategic Blueprint, LLC9.76KJun 30, 26-2650.02%
J.W. COLE ADVISORS, INC.9.74KJun 30, 26+9.74K0.02%
Advyzon Investment Management, LLC9.69KJun 30, 26-130.02%
Goldstein Advisors, LLC9.59KJun 30, 26+9.59K0.02%
Hilltop Partners LLC9.58KJun 30, 26+9.58K0.02%
GTS FINANCIAL, LLC9.54KJun 30, 26+3220.02%
WEDBUSH SECURITIES INC9.42KJun 30, 26-7.10K0.02%
Capasso Planning Partners LLC9.34KJun 30, 26+790.02%
TME FINANCIAL, INC.9.08KJun 30, 26+9.08K0.02%
GreatBanc Trust CO9.00KJun 30, 26--0.02%
Sovereign Financial Group, Inc.8.92KJun 30, 26+8.92K0.02%
Stratos Wealth Partners, LTD.8.88KJun 30, 26-4590.02%
Wharton Business Group, LLC8.76KJun 30, 26--0.02%
Transamerica Financial Advisors, Inc.8.67KJun 30, 26+1.87K0.01%
WBH ADVISORY INC8.65KJun 30, 26-2.31K0.01%
JFS WEALTH ADVISORS, LLC8.56KJun 30, 26-3.45K0.01%
MANNING & NAPIER ADVISORS LLC8.55KJun 30, 26+4340.01%
BLAIR WILLIAM & CO/IL7.75KJun 30, 26+2080.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC7.28KJun 30, 26-1.59K0.01%
CITIGROUP INC6.62KJun 30, 26+4.51K0.01%
Founders Financial Alliance, LLC6.59KJun 30, 26+6.59K0.01%
Fairway Wealth LLC6.37KJun 30, 26+720.01%
Financial Gravity Companies, Inc.5.23KJun 30, 26+5.23K0.01%
Brooklyn FI, LLC5.01KJun 30, 26+5.01K0.01%
CARY STREET PARTNERS FINANCIAL LLC4.80KJun 30, 26--0.01%
BlackRock, Inc.4.55KJun 30, 26-1.88K0.01%
GGM Financials LLC4.06KJun 30, 26+460.01%
Gen-Wealth Partners Inc4.04KJun 30, 26+2960.01%
EVOLUTION WEALTH MANAGEMENT INC.3.84KJun 30, 26+1.20K0.01%
Investors Portfolio Services LLC3.79KJun 30, 26+430.01%
SHP Wealth Management3.56KJun 30, 26--0.01%
PNC FINANCIAL SERVICES GROUP, INC.3.33KJun 30, 26-1.02K0.01%
Millstone Evans Group, LLC3.21KJun 30, 26--0.01%
American Capital Advisory, LLC3.01KJun 30, 26+2280.01%
Milestone Investment Advisors LLC3.00KJun 30, 26--0.01%
AMERIFLEX GROUP, INC.2.57KJun 30, 26+5120.00%
Marshall & Sterling Wealth Advisors Inc.2.52KJun 30, 26+1110.00%
Parallel Advisors, LLC2.49KJun 30, 26+2.49K0.00%
First Bancorp, Inc /ME/2.37KJun 30, 26+2.37K0.00%
Aptus Capital Advisors, LLC2.29KJun 30, 26-1.02K0.00%
Glassy Mountain Advisors, Inc.2.01KJun 30, 26--0.00%
Buck Wealth Strategies, LLC1.87KJun 30, 26+1.87K0.00%
Centennial Bank/AR/1.80KJun 30, 26--0.00%
US BANCORP \DE\1.75KJun 30, 26+590.00%
Physician Wealth Advisors, Inc.1.70KJun 30, 26+8720.00%
IFP Advisors, Inc1.43KJun 30, 26+3360.00%
MATHER GROUP, LLC.1.33KJun 30, 26+2170.00%
Kroeger Financial Partners1.32KJun 30, 26+1.32K0.00%
Wellington Grp LLC1.21KJun 30, 26--0.00%
NBT BANK N A /NY1.14KJun 30, 26--0.00%
Global Retirement Partners, LLC1.07KJun 30, 26+1.07K0.00%
Ritter Daniher Financial Advisory LLC / DE1.06KJun 30, 26+120.00%
Geneos Wealth Management Inc.1.03KJun 30, 26--0.00%
North Star Investment Management Corp.1.02KJun 30, 26+110.00%
Crewe Advisors LLC880Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC854Jun 30, 26+8540.00%
Kilter Group LLC824Jun 30, 26-2620.00%
CREATIVE FINANCIAL DESIGNS INC /ADV797Jun 30, 26+1170.00%
FAS Wealth Partners, Inc.705Jun 30, 26+360.00%
DT Investment Partners, LLC646Jun 30, 26+80.00%
1 NORTH WEALTH SERVICES LLC545Jun 30, 26--0.00%
NATIONAL BANK OF CANADA /FI/433Jun 30, 26+4330.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO271Jun 30, 26+1400.00%
Timbuktu Capital Management, LLC213Jun 30, 26+2130.00%
Key Capital Management, INC155Jun 30, 26-670.00%
Community Bank, N.A.146Jun 30, 26--0.00%
BLUELINE ADVISORS LLC138Jun 30, 26+100.00%
MASECO LLP105Jun 30, 26--0.00%
GW&K Investment Management, LLC93Jun 30, 26--0.00%
Lodestone Wealth Management LLC87Jun 30, 26+10.00%
BARRETT & COMPANY, INC.58Jun 30, 26--0.00%
Triumph Capital Management56Jun 30, 26+20.00%
JPL Wealth Management, LLC38Jun 30, 26+380.00%
Gleason Group, Inc.13Jun 30, 26+130.00%
Silver Grove Financial Group, Inc.5Jun 30, 26+10.00%
Strategic Wealth Partners, Ltd.1Jun 30, 26--0.00%
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-862--
MAI Capital Management--Jun 30, 26-5.38K--
Neumann Capital Management, LLC--Jun 30, 26-26.25K--
Scarborough Advisors, LLC--Jun 30, 26-902--
Independent Advisor Alliance--Jun 30, 26-10.71K--
Investor's Fiduciary Advisor Network, LLC--Jun 30, 26-69.75K--
LVW Advisors, LLC--Jun 30, 26-9.46K--
Archer Investment Corp--Jun 30, 26-639--
Financial Life Planners--Jun 30, 26-32--
Kestra Investment Management, LLC--Jun 30, 26-9.02K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-5.20K--
WealthShield Partners, LLC--Jun 30, 26-55.07K--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Jun 30, 26-43--
Raleigh Capital Management Inc.--Jun 30, 26-138--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-3.31K--
BNP PARIBAS ARBITRAGE, SNC--Jun 30, 26-139--
Mariner, LLC--Jun 30, 26-44.42K--
ST GERMAIN D J CO INC--Jun 30, 26-3.35K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-2.32K--
Capital Investment Advisory Services, LLC--Jun 30, 26-29--
CWM, LLC818.82KMar 31, 26+152.71K1.41%
Charter Oak Capital Management, LLC70.98KMar 31, 26-2.26K0.12%
McIlrath & Eck, LLC28.48KMar 31, 26+6430.05%
U.S. Capital Wealth Advisors, LLC19.58KMar 31, 26+6660.03%
Financial Gravity Asset Management, Inc.5.23KMar 31, 26--0.01%
LIFE LINE WEALTH MANAGEMENT LLC--Mar 31, 26-9.07K--
Long Run Wealth Advisors, LLC156.77KDec 31, 25+3.03K0.27%
Austin Private Wealth, LLC41.21KDec 31, 25-4340.07%
COMERICA BANK13.25KDec 31, 25-8840.02%
High Falls Advisors, Inc9.26KDec 31, 25+1910.02%
CIBC Private Wealth Group, LLC2.90KDec 31, 25+2.81K0.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-2.60K--
Willow Creek Wealth Management Inc.34.24KSep 30, 25--0.06%
COBBLESTONE CAPITAL ADVISORS LLC /NY/18.25KSep 30, 25+3700.03%
Copperleaf Capital, LLC10.37KSep 30, 25+1.62K0.02%
DOHJ, LLC116.64KJun 30, 25-57.35K0.20%
Elios Financial Group Inc.59.82KJun 30, 25-8570.10%
AVANTAX ADVISORY SERVICES, INC.45.00KJun 30, 25+5.08K0.08%
Atria Wealth Solutions, Inc.25.45KJun 30, 25-172.49K0.04%
First Horizon Advisors, Inc.23.38KJun 30, 25+12.36K0.04%
My Legacy Advisors, LLC10.52KJun 30, 25-1.70K0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP2.75KJun 30, 25+2.75K0.00%
Orion Portfolio Solutions, LLC32.75KMar 31, 25+3.39K0.06%
US FINANCIAL ADVISORS, LLC22.23KMar 31, 25+2.61K0.04%
Maiden Cove Capital, LLC15.48KDec 31, 24-4.31K0.03%
BOSTON FINANCIAL MANGEMENT LLC12.48KDec 31, 24+7790.02%
Sugarloaf Wealth Management, LLC299Dec 31, 24-9.03K0.00%
Raymond James Financial Services Advisors, Inc.167.43KSep 30, 24+5.16K0.29%
Diversified, LLC21.49KSep 30, 24+2070.04%
RAYMOND JAMES TRUST N.A.13.11KSep 30, 24-5.70K0.02%
RAYMOND JAMES & ASSOCIATES9.72KSep 30, 24-1.39K0.02%
BlackRock Inc.218.28KJun 30, 24-239.61K0.38%
TCWP LLC41.56KJun 30, 24-1.65K0.07%
PAYDEN & RYGEL INVESTMENT GROUP35.56KJun 30, 24+4.86K0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.6.51KJun 30, 24-70.01%
Cetera Advisor Networks LLC179.23KMar 31, 24+4.69K0.31%
Cetera Advisors LLC100.21KMar 31, 24+56.17K0.17%
WEALTHSOURCE PARTNERS, LLC97.78KDec 31, 23-3.50K0.17%
Adroit Compliance, LLC92.70KDec 31, 23+92.70K0.16%
DFPG INVESTMENTS, LLC56.44KDec 31, 23-6.38K0.10%
FOCUS FINANCIAL NETWORK INC /ADV14.05KDec 31, 23+14.05K0.02%
WADE G W & INC11.43KDec 31, 23+4110.02%
COMERICA SECURITIES,INC.16.36KSep 30, 23-1.81K0.03%
PFS INVESTMENTS INC.348.16KJun 30, 23-4.16K0.60%
Financial Architects, Inc--Jun 30, 23-8.96K--
BerganKDV Wealth Management, LLC--Jun 30, 23-204--
Baldrige Asset Management LLC12.80KMar 31, 23-860.02%
TRUSTCORE FINANCIAL SERVICES, LLC850Dec 31, 22--0.00%
Burleson & Company, LLC35Dec 31, 22+350.00%
EATON VANCE MANAGEMENT15.21KSep 30, 22-1300.03%
American Portfolios Advisors1.99KSep 30, 22+3390.00%
Private Capital Group, LLC--Jun 30, 22-927--
People's United Financial, Inc.77.20KMar 31, 22-29.31K0.13%
Karn, Couzens & Associates, Inc.--Mar 31, 22-7.66K--
QUEST CAPITAL MANAGEMENT INC /ADV9.55KDec 31, 21--0.02%
NEXT Financial Group, Inc2.11KDec 31, 21+1.29K0.00%
C-J Advisory, Inc.53.85KSep 30, 21+3230.09%
Harborview Advisors, LLC26.57KSep 30, 21+3350.05%
Ameritas Investment Company, LLC7.62KSep 30, 21+7.62K0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV1.03KDec 31, 20-630.00%
Winslow, Evans & Crocker, Inc.335Dec 31, 20+3350.00%
First Allied Advisory Services, Inc.21.77KSep 30, 20+6.37K0.04%
LifePlan Financial Group, Inc759Sep 30, 20--0.00%
SHINE INVESTMENT ADVISORY SERVICES INC600Sep 30, 20--0.00%
Watson Rebecca--Sep 30, 20-200--
Advisor Group, Inc.15.56KDec 31, 19+9.99K0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.11.07KDec 31, 19+2.93K0.02%
ADVANTAGE INVESTMENT MANAGEMENT, LLC1.20KSep 30, 19--0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.