SZNE

Institutional Ownership

Top 23 Institutional Holders
HolderSharesDateChange% Held
Advisory Services Network, LLC--Jun 30, 26-1.94K--
Cetera Investment Advisers--Jun 30, 26-5.61K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-16.89K--
Western Wealth Management, LLC--Jun 30, 26-350--
UBS Group AG--Jun 30, 26-473--
CITADEL ADVISORS LLC--Jun 30, 26-5.78K--
LPL Financial LLC--Jun 30, 26-19.10K--
Proactive Wealth Strategies LLC--Jun 30, 26-22.14K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-37.44K--
MORGAN STANLEY--Jun 30, 26-409--
ROYAL BANK OF CANADA--Jun 30, 26-17.54K--
BANK OF AMERICA CORP /DE/--Jun 30, 26-41.89K--
ADVISOR GROUP HOLDINGS, INC.--Jun 30, 26-1.52K--
Householder Group Estate & Retirement Specialist, LLC510Dec 31, 24--0.15%
Raymond James Financial Services Advisors, Inc.10.63KSep 30, 24-2.27K3.03%
RAYMOND JAMES & ASSOCIATES8.44KSep 30, 24-1.93K2.41%
Cetera Advisor Networks LLC6.86KMar 31, 24-8201.96%
ACG Wealth--Sep 30, 22-200--
NEXT Financial Group, Inc257Dec 31, 21+2570.07%
Cardan Capital Partners, LLC214.13KSep 30, 21+2.02K61.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.66.40KDec 31, 19+3.49K18.94%
Advisor Group, Inc.24.70KDec 31, 19+3.42K7.04%
BB&T SECURITIES, LLC52.51KSep 30, 19+9014.98%

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

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