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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 138 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY1.44MJun 30, 26+90.36K3.47%
ROYAL BANK OF CANADA1.11MJun 30, 26-34.78K2.68%
RAYMOND JAMES FINANCIAL INC726.86KJun 30, 26-56.82K1.75%
Heron Bay Capital Management562.34KJun 30, 26-32.03K1.36%
Penserra Capital Management LLC464.63KJun 30, 26+17.69K1.12%
LPL Financial LLC346.88KJun 30, 26+39.83K0.84%
AMERIPRISE FINANCIAL INC203.59KJun 30, 26+13.71K0.49%
UBS Group AG196.43KJun 30, 26-111.80K0.47%
WEDBUSH SECURITIES INC187.78KJun 30, 26+14.27K0.45%
FIRST TRUST ADVISORS LP147.95KJun 30, 26+5.99K0.36%
STIFEL FINANCIAL CORP145.08KJun 30, 26-4.24K0.35%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.143.00KJun 30, 26+143.00K0.35%
COMMONWEALTH EQUITY SERVICES, LLC138.80KJun 30, 26+1.44K0.33%
Steward Partners Investment Advisory, LLC136.59KJun 30, 26+6.89K0.33%
BANK OF AMERICA CORP /DE/100.70KJun 30, 26-5.65K0.24%
Next Level Private LLC93.05KJun 30, 26+7.86K0.22%
Z3 Capital Partners, LLC90.46KJun 30, 26+1.07K0.22%
Private Advisor Group, LLC86.44KJun 30, 26+10.88K0.21%
Aviance Capital Partners, LLC86.18KJun 30, 26+3950.21%
Cetera Investment Advisers72.40KJun 30, 26+3.38K0.17%
Shaker Financial Services, LLC70.49KJun 30, 26+37.89K0.17%
Marex Group plc64.47KJun 30, 26+64.47K0.16%
Regatta Research & Money Management63.35KJun 30, 26+63.35K0.15%
EVOLVE PRIVATE WEALTH, LLC58.39KJun 30, 26-13.57K0.14%
ADVISOR GROUP HOLDINGS, INC.58.33KJun 30, 26+16.59K0.14%
WOLVERINE ASSET MANAGEMENT LLC57.93KJun 30, 26+57.93K0.14%
Kestra Advisory Services, LLC55.97KJun 30, 26-5.54K0.14%
Pensionmark Financial Group, LLC53.64KJun 30, 26-15.36K0.13%
Cambridge Investment Research Advisors, Inc.53.52KJun 30, 26-5710.13%
JANE STREET GROUP, LLC47.01KJun 30, 26+14.65K0.11%
Westbourne Investment Advisors, Inc.46.50KJun 30, 26+1.40K0.11%
D.A. DAVIDSON & CO.44.59KJun 30, 26+400.11%
BENJAMIN EDWARDS INC42.87KJun 30, 26+1.57K0.10%
Janney Montgomery Scott LLC41.74KJun 30, 26+10.64K0.10%
Summit Financial, LLC40.23KJun 30, 26+5710.10%
Stolper Co39.61KJun 30, 26+1.33K0.10%
Kingsview Wealth Management, LLC38.30KJun 30, 26-8350.09%
STEPHENS INC /AR/38.18KJun 30, 26+4440.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38.15KJun 30, 26-1.28K0.09%
COHEN & STEERS, INC.37.84KJun 30, 26--0.09%
HBK Sorce Advisory LLC34.30KJun 30, 26+6.32K0.08%
Samalin Investment Counsel, LLC34.01KJun 30, 26-11.89K0.08%
PMG Family Office LLC31.36KJun 30, 26+5400.08%
XTX Topco Ltd30.79KJun 30, 26+30.79K0.07%
B. Riley Wealth Advisors, Inc.30.36KJun 30, 26+2.88K0.07%
OPPENHEIMER & CO INC24.94KJun 30, 26-4900.06%
PNC FINANCIAL SERVICES GROUP, INC.24.41KJun 30, 26+270.06%
ADVISORTRUST PARTNERS, LLC24.06KJun 30, 26+7.28K0.06%
MGO ONE SEVEN LLC23.97KJun 30, 26+23.97K0.06%
WILEY BROS.-AINTREE CAPITAL, LLC23.57KJun 30, 26-4.56K0.06%
Cerity Partners LLC22.46KJun 30, 26--0.05%
WORLD EQUITY GROUP, INC.20.34KJun 30, 26+1.64K0.05%
MML INVESTORS SERVICES, LLC19.63KJun 30, 26-4690.05%
Pine Valley Investments Ltd Liability Co18.40KJun 30, 26+18.40K0.04%
HRT FINANCIAL LP17.34KJun 30, 26+17.34K0.04%
FIFTH THIRD BANCORP17.30KJun 30, 26+3.46K0.04%
COMMERCE BANK17.13KJun 30, 26--0.04%
Tradition Wealth Management, LLC16.44KJun 30, 26-3030.04%
PFG Investments, LLC14.64KJun 30, 26-4950.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC12.27KJun 30, 26-8100.03%
Maridea Wealth Management LLC12.25KJun 30, 26--0.03%
HighTower Advisors, LLC12.13KJun 30, 26+12.13K0.03%
B.O.S.S. Retirement Advisors, LLC12.00KJun 30, 26--0.03%
Mariner, LLC11.84KJun 30, 26+11.84K0.03%
Waverly Advisors, LLC11.73KJun 30, 26+8000.03%
NWF Advisory Services Inc.11.51KJun 30, 26+2500.03%
CoreCap Advisors, LLC11.09KJun 30, 26+11.09K0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10.85KJun 30, 26--0.03%
ARS Wealth Advisors Group, LLC10.59KJun 30, 26-2.01K0.03%
StoneX Group Inc.10.54KJun 30, 26-8670.03%
WealthTrust Axiom LLC10.50KJun 30, 26--0.03%
TRUIST FINANCIAL CORP10.42KJun 30, 26+10.42K0.03%
WELLS FARGO & COMPANY/MN4.35KJun 30, 26-3.63K0.01%
Geneos Wealth Management Inc.4.11KJun 30, 26--0.01%
Global Retirement Partners, LLC4.10KJun 30, 26+4.10K0.01%
EverSource Wealth Advisors, LLC4.00KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV3.74KJun 30, 26-16.47K0.01%
Allworth Financial LP2.70KJun 30, 26+3000.01%
Integrated Wealth Concepts LLC2.40KJun 30, 26+2.40K0.01%
Costello Asset Management, INC2.40KJun 30, 26+520.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.31KJun 30, 26-5440.01%
ARMSTRONG ADVISORY GROUP, INC2.21KJun 30, 26+2.21K0.01%
Triumph Capital Management2.14KJun 30, 26+2730.01%
NBC SECURITIES, INC.1.98KJun 30, 26+360.00%
NewEdge Advisors, LLC1.87KJun 30, 26+430.00%
GABLES CAPITAL MANAGEMENT INC.1.75KJun 30, 26--0.00%
Madison Park Capital Advisors, LLC1.70KJun 30, 26-12.30K0.00%
Allied Private Wealth LLC924Jun 30, 26+9240.00%
HARBOUR INVESTMENTS, INC.827Jun 30, 26+10.00%
Provenance Wealth Advisors, LLC505Jun 30, 26--0.00%
SALEM INVESTMENT COUNSELORS INC500Jun 30, 26+5000.00%
SWAN Capital LLC408Jun 30, 26--0.00%
Strategic Wealth Partners, Ltd.350Jun 30, 26--0.00%
Tidemark, LLC320Jun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC195Jun 30, 26--0.00%
Farther Finance Advisors, LLC114Jun 30, 26--0.00%
JFS WEALTH ADVISORS, LLC47Jun 30, 26+470.00%
Fourth Dimension Wealth, LLC7Jun 30, 26--0.00%
Osbon Capital Management LLC--Jun 30, 26-2.31K--
MAI Capital Management--Jun 30, 26-1.10K--
GUGGENHEIM CAPITAL LLC--Jun 30, 26-10.42K--
Virtu Financial LLC--Jun 30, 26-15.47K--
Stonehage Fleming Financial Services Holdings Ltd--Jun 30, 26-32.15K--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-13.56K--
Advisory Services Network, LLC--Jun 30, 26-6.70K--
CWM, LLC65.36KMar 31, 26-4.03K0.16%
COMERICA BANK13.84KDec 31, 25+2.59K0.03%
CIBC Private Wealth Group, LLC1.00KDec 31, 25--0.00%
WETHERBY ASSET MANAGEMENT INC12.20KSep 30, 25+2000.03%
OPTIMUM INVESTMENT ADVISORS1.00KSep 30, 25--0.00%
Semmax Financial Advisors Inc.11Jun 30, 25--0.00%
Bison Wealth, LLC--Dec 31, 24-9.60K--
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-1.22K--
Raymond James Financial Services Advisors, Inc.739.94KSep 30, 24-138.48K1.79%
RAYMOND JAMES & ASSOCIATES686.67KSep 30, 24-140.55K1.66%
RAYMOND JAMES TRUST N.A.17.38KSep 30, 24-1.97K0.04%
BENJAMIN F. EDWARDS & COMPANY, INC.22.24KJun 30, 24--0.05%
Cetera Advisors LLC64.69KMar 31, 24+64.69K0.16%
Cetera Advisor Networks LLC27.40KMar 31, 24+7830.07%
StrategIQ Financial Group, LLC13.00KDec 31, 23--0.03%
BDO Wealth Advisors, LLC3Jun 30, 23--0.00%
Ahrens Investment Partners LLC600Mar 31, 23+6000.00%
American Portfolios Advisors450Sep 30, 22--0.00%
FourThought Financial, LLC143Sep 30, 22+1430.00%
B. Riley Wealth Management, Inc.10.92KJun 30, 22+10.92K0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV--Sep 30, 21-9.63K--
Winslow, Evans & Crocker, Inc.2.92KDec 31, 20+1.15K0.01%
Advisor Group, Inc.44.33KDec 31, 19+5.31K0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.24KDec 31, 19-1.10K0.00%
BB&T SECURITIES, LLC39.79KSep 30, 19-1.17K0.10%
NEXT Financial Holdings200Mar 31, 19+2000.00%
WFG Advisors, LP--Jun 30, 17-1.00K--
Commonwealth Equity Services, Inc--Jun 30, 17-13.15K--
MSI Financial Services Inc6.35KDec 31, 16+7500.02%
NEWGATE CAPITAL MANAGEMENT LLC94.38KJun 30, 16+94.38K0.23%
Investors Capital Advisory Services17.00KJun 30, 16-4.00K0.04%
J.P. Turner & Co Capital Mnagement, LLC28.85KSep 30, 15+28.85K0.07%
UBS AG144.66KSep 30, 14+144.66K0.35%

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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.