TACK

Institutional Ownership

Top 44 Institutional Holders
HolderSharesDateChange% Held
NBZ Investment Advisors LLC311.27KSep 30, 26-5.23K3.41%
COMMONWEALTH EQUITY SERVICES, LLC136.39KSep 30, 26-5.45K1.49%
Insight Wealth Partners, LLC64.91KSep 30, 26+1.24K0.71%
Cambridge Investment Research Advisors, Inc.34.28KSep 30, 26-7.47K0.38%
D.A. DAVIDSON & CO.8.02KSep 30, 26--0.09%
Buck Wealth Strategies, LLC400Sep 30, 26--0.00%
Comprehensive Financial Planning, Inc./PA7Sep 30, 26--0.00%
FNY Investment Advisers, LLC--Sep 30, 26-50--
Sigma Planning Corp--Sep 30, 26-13.06K--
Blue Trust, Inc.--Sep 30, 26-53--
IFP Advisors, Inc--Sep 30, 26-150--
CARY STREET PARTNERS FINANCIAL LLC2.42MJun 30, 26-38.71K26.45%
UBS Group AG2.12MJun 30, 26+189.68K23.19%
STIFEL FINANCIAL CORP732.90KJun 30, 26-2.44K8.02%
Evernest Financial Advisors, LLC554.81KJun 30, 26+13.31K6.07%
COMMONWEALTH EQUITY SERVICES, LLC141.84KJun 30, 26-9341.55%
NewEdge Advisors, LLC100.48KJun 30, 26+9.19K1.10%
HighTower Advisors, LLC82.91KJun 30, 26-6.14K0.91%
CAPTRUST FINANCIAL ADVISORS46.02KJun 30, 26-1.12K0.50%
Cambridge Investment Research Advisors, Inc.41.76KJun 30, 26-62.62K0.46%
LPL Financial LLC20.27KJun 30, 26+1.44K0.22%
FIFTH THIRD BANCORP13.77KJun 30, 26+4.82K0.15%
Janney Montgomery Scott LLC13.28KJun 30, 26-990.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP10.42KJun 30, 26-9.72K0.11%
Cetera Investment Advisers10.10KJun 30, 26--0.11%
Dakota Wealth Management7.90KJun 30, 26-1.32K0.09%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC7.15KJun 30, 26+3.82K0.08%
SYKON CAPITAL LLC6.98KJun 30, 26+6.98K0.08%
ROYAL BANK OF CANADA4.04KJun 30, 26--0.04%
WELLS FARGO & COMPANY/MN2.52KJun 30, 26+2550.03%
JPMORGAN CHASE & CO1.71KJun 30, 26+2910.02%
Global Retirement Partners, LLC301Jun 30, 26+3010.00%
MORGAN STANLEY62Jun 30, 26-2200.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-1--
HRT FINANCIAL LP--Jun 30, 26-16.48K--
Advisory Services Network, LLC--Jun 30, 26-201--
Mariner, LLC--Jun 30, 26-241.17K--
COMERICA BANK8.07KDec 31, 25+1180.09%
Vantage Financial Partners, LLC8.06KDec 31, 25-7500.09%
Lokken Investment Group LLC10.84KSep 30, 25-2760.12%
Atria Wealth Solutions, Inc.13.99KJun 30, 25+7770.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC2.49MSep 30, 24+30.46K27.20%
Cetera Advisor Networks LLC10.10KMar 31, 24+10.10K0.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC--Mar 31, 23-120--

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.