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Institutional Ownership

Top 164 Institutional Holders
HolderSharesDateChange% Held
RVW Wealth, LLC68.17KSep 30, 26-1750.85%
Greenfield Savings Bank5.46KSep 30, 26--0.07%
PARK NATIONAL CORP /OH/2.02KSep 30, 26-5920.03%
Valeo Financial Advisors, LLC1.06KSep 30, 26+30.01%
First Heartland Consultants, Inc.871Sep 30, 26+640.01%
CoreCap Advisors, LLC747Sep 30, 26-20.01%
Versant Capital Management, Inc600Sep 30, 26--0.01%
NORTHERN TRUST CORP5.93MJun 30, 26+216.21K74.29%
MORGAN STANLEY179.36KJun 30, 26-2.05K2.25%
Capstone Financial Advisors, Inc.158.29KJun 30, 26-5.25K1.98%
ENVESTNET ASSET MANAGEMENT INC137.75KJun 30, 26+1.41K1.73%
COMMONWEALTH EQUITY SERVICES, LLC103.06KJun 30, 26-3.30K1.29%
Creative Planning63.97KJun 30, 26-8790.80%
Sageworth Trust Co62.46KJun 30, 26-4.08K0.78%
SageView Advisory Group, LLC62.12KJun 30, 26-1.07K0.78%
MML INVESTORS SERVICES, LLC44.04KJun 30, 26+8.29K0.55%
MAI Capital Management35.68KJun 30, 26+35.68K0.45%
LPL Financial LLC30.99KJun 30, 26+1.54K0.39%
Cetera Investment Advisers28.83KJun 30, 26-70.36%
SENTINEL TRUST CO LBA25.61KJun 30, 26--0.32%
Trace Wealth Advisors, LLC24.51KJun 30, 26--0.31%
Greenspring Advisors, LLC24.18KJun 30, 26+4700.30%
Cambridge Investment Research Advisors, Inc.20.89KJun 30, 26--0.26%
UBS Group AG19.62KJun 30, 26+4.88K0.25%
CI Private Wealth, LLC17.29KJun 30, 26-180.22%
WELLS FARGO & COMPANY/MN17.28KJun 30, 26-1.35K0.22%
ASSETMARK, INC13.93KJun 30, 26+13.87K0.17%
Goldstein Advisors, LLC13.75KJun 30, 26-890.17%
ROYAL BANK OF CANADA12.12KJun 30, 26-270.15%
BANK OF MONTREAL /CAN/11.96KJun 30, 26+4.69K0.15%
Ballentine Capital Advisors, Inc11.64KJun 30, 26-5520.15%
Discipline Wealth Solutions, LLC10.61KJun 30, 26-2480.13%
AMG National Trust Bank10.34KJun 30, 26-3610.13%
BRIDGES INVESTMENT MANAGEMENT INC10.12KJun 30, 26--0.13%
RAYMOND JAMES FINANCIAL INC7.79KJun 30, 26-2020.10%
Indivisible Partners6.81KJun 30, 26+6.81K0.09%
Integrated Wealth Concepts LLC6.77KJun 30, 26-110.08%
BESSEMER GROUP INC6.68KJun 30, 26-1800.08%
Wealthspire Advisors, LLC6.59KJun 30, 26--0.08%
BANK OF AMERICA CORP /DE/5.58KJun 30, 26+7390.07%
Greenfield Savings Bank5.46KJun 30, 26-400.07%
ADVISOR GROUP HOLDINGS, INC.5.39KJun 30, 26+9970.07%
VICTORY FINANCIAL GROUP, LLC4.67KJun 30, 26+9820.06%
WealthPlan Investment Management, LLC4.51KJun 30, 26-330.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.50KJun 30, 26--0.06%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4.24KJun 30, 26--0.05%
Lido Advisors, LLC3.84KJun 30, 26--0.05%
Sentinus, LLC3.77KJun 30, 26--0.05%
Vise Technologies, Inc.3.61KJun 30, 26+8560.05%
Plante Moran Financial Advisors, LLC3.54KJun 30, 26--0.04%
FIDUCIENT ADVISORS LLC3.50KJun 30, 26+3.50K0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.31KJun 30, 26--0.04%
KEYBANK NATIONAL ASSOCIATION/OH3.29KJun 30, 26--0.04%
UMB Bank, n.a.2.94KJun 30, 26--0.04%
ZACKS INVESTMENT MANAGEMENT2.90KJun 30, 26--0.04%
Comprehensive Money Management Services LLC2.86KJun 30, 26--0.04%
BOKF, NA2.80KJun 30, 26--0.04%
Keating Financial Advisory Services, Inc.2.75KJun 30, 26--0.03%
Kestra Advisory Services, LLC2.67KJun 30, 26-9990.03%
Allworth Financial LP2.60KJun 30, 26--0.03%
VestGen Advisors, LLC2.56KJun 30, 26-2110.03%
FLOW TRADERS U.S. LLC2.55KJun 30, 26+4010.03%
CITADEL ADVISORS LLC2.48KJun 30, 26+2.48K0.03%
Hanlon Investment Management, Inc.2.14KJun 30, 26-1890.03%
Essex Savings Bank2.04KJun 30, 26--0.03%
Kings Path Partners LLC2.03KJun 30, 26-50.03%
Portland Global Advisors LLC2.02KJun 30, 26--0.03%
Emerald Investment Advisers, LLC2.00KJun 30, 26--0.03%
AWM CAPITAL, LLC1.95KJun 30, 26-120.02%
CAPTRUST FINANCIAL ADVISORS1.95KJun 30, 26+120.02%
Mariner, LLC1.91KJun 30, 26+1.91K0.02%
AQR CAPITAL MANAGEMENT LLC1.83KJun 30, 26+1.83K0.02%
CIBC Bancorp USA Inc.1.80KJun 30, 26--0.02%
EJMK Ventures LLC1.79KJun 30, 26-8750.02%
ANGELES WEALTH MANAGEMENT, LLC1.72KJun 30, 26+1.72K0.02%
BOK Financial Private Wealth, Inc.1.72KJun 30, 26+1.72K0.02%
VAQUERO PRIVATE WEALTH, LTD1.70KJun 30, 26+1.70K0.02%
THRIVENT FINANCIAL FOR LUTHERANS1.68KJun 30, 26--0.02%
JANE STREET GROUP, LLC1.67KJun 30, 26+1.67K0.02%
SeaCrest Wealth Management, LLC1.63KJun 30, 26+2810.02%
QUADRANT CAPITAL GROUP LLC1.49KJun 30, 26+1.49K0.02%
Baird Financial Group, Inc.1.48KJun 30, 26--0.02%
Wealth Architects, LLC1.45KJun 30, 26--0.02%
Cerity Partners LLC1.40KJun 30, 26--0.02%
BLAIR WILLIAM & CO/IL1.38KJun 30, 26-20.02%
Rockefeller Capital Management L.P.1.36KJun 30, 26-5220.02%
Bank of New York Mellon Corp1.34KJun 30, 26-9300.02%
US BANCORP \DE\1.34KJun 30, 26--0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.22KJun 30, 26-6.74K0.02%
Orca Investment Management, LLC1.20KJun 30, 26-480.01%
Vestmark Advisory Solutions, Inc.1.19KJun 30, 26--0.01%
Pensionmark Financial Group, LLC1.19KJun 30, 26--0.01%
AMERIPRISE FINANCIAL INC1.02KJun 30, 26+950.01%
L & S Advisors Inc1.02KJun 30, 26--0.01%
Aberdeen Wealth Management LLC1.00KJun 30, 26--0.01%
M&T BANK CORP981Jun 30, 26-370.01%
Wealth Advisors of Tampa Bay, LLC916Jun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.883Jun 30, 26+650.01%
MKT Advisors LLC839Jun 30, 26--0.01%
FMR LLC829Jun 30, 26--0.01%
Buckingham Strategic Partners817Jun 30, 26+8170.01%
Geometric Wealth Advisors814Jun 30, 26+8140.01%
Atria Investments, Inc807Jun 30, 26+8070.01%
Beacon Pointe Advisors, LLC800Jun 30, 26+8000.01%
Caprock Group, LLC770Jun 30, 26+7700.01%
Private Advisor Group, LLC755Jun 30, 26+7550.01%
PNC FINANCIAL SERVICES GROUP, INC.732Jun 30, 26--0.01%
Trifecta Capital Advisors, LLC713Jun 30, 26--0.01%
CNB Bank644Jun 30, 26--0.01%
GeoWealth Management, LLC440Jun 30, 26--0.01%
GILL CAPITAL PARTNERS, LLC257Jun 30, 26--0.00%
WEST PACES ADVISORS INC.243Jun 30, 26--0.00%
Golden State Wealth Management, LLC227Jun 30, 26--0.00%
Qube Research & Technologies Ltd186Jun 30, 26--0.00%
Cornerstone Planning Group LLC154Jun 30, 26--0.00%
Regatta Research & Money Management125Jun 30, 26+1250.00%
BRYN MAWR TRUST Co121Jun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC112Jun 30, 26--0.00%
JPMORGAN CHASE & CO100Jun 30, 26+1000.00%
Tower Research Capital LLC (TRC)76Jun 30, 26-5110.00%
MERCER GLOBAL ADVISORS INC /ADV65Jun 30, 26+650.00%
MARQUETTE ASSOCIATES, INC.55Jun 30, 26+550.00%
Cherry Tree Wealth Management, LLC26Jun 30, 26--0.00%
IFP Advisors, Inc20Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV5Jun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC--Jun 30, 26-125--
Clear Point Advisors Inc.--Jun 30, 26-33.26K--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-836--
CURIO WEALTH, LLC--Jun 30, 26-335--
IFG Advisory, LLC--Jun 30, 26-577--
Baer Investment Advisory LLC--Jun 30, 26-3.69K--
Efficient Advisors, LLC15.05KMar 31, 26-1.61K0.19%
CWM, LLC200Mar 31, 26--0.00%
U.S. Capital Wealth Advisors, LLC--Mar 31, 26-951--
COMERICA BANK7.08KDec 31, 25--0.09%
CIBC Private Wealth Group, LLC1.80KDec 31, 25--0.02%
GPS Wealth Strategies Group, LLC--Dec 31, 25-41--
Wealthstream Advisors, Inc.23.45KSep 30, 25+3.02K0.29%
HTLF Bank2.94KDec 31, 24-950.04%
Raymond James Financial Services Advisors, Inc.8.49KSep 30, 24--0.11%
RAYMOND JAMES & ASSOCIATES2.83KSep 30, 24--0.04%
Private Ocean, LLC6.59KJun 30, 24--0.08%
Cetera Advisors LLC3.01KMar 31, 24+3.01K0.04%
DUBUQUE BANK & TRUST CO3.03KSep 30, 23--0.04%
3D/L Capital Management, LLC2.39KSep 30, 23+80.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.2.00KSep 30, 23-7.78K0.03%
TIAA, FSB4.24KJun 30, 23--0.05%
Quantitative Advantage, LLC183.50KMar 31, 23+2.07K2.30%
DOWLING & YAHNKE LLC5.73KSep 30, 22--0.07%
ACG Wealth--Sep 30, 22-42--
HC FINANCIAL ADVISORS INC56Jun 30, 22--0.00%
NEXT Financial Group, Inc49Dec 31, 21--0.00%
C-J Advisory, Inc.205.35KSep 30, 21+2.88K2.57%
SVA Wealth Management, LLC10.71KDec 31, 20+10.71K0.13%
3D ASSET MANAGEMENT, INC2.23KSep 30, 20+2.23K0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.28.44KDec 31, 19+17.50K0.36%
Advisor Group, Inc.4.73KDec 31, 19+2360.06%
Guidant Wealth Advisors150Sep 30, 19--0.00%
WealthTrust Fairport, LLC--Mar 31, 19-719--
RAY GERALD L & ASSOCIATES LTD4.30KSep 30, 17--0.05%
Commonwealth Equity Services, Inc411.58KJun 30, 17+49.53K5.16%
MSI Financial Services Inc70Dec 31, 16--0.00%
FOUNDERS BANK & TRUST577Dec 31, 14+150.01%
UBS AG904Sep 30, 14+1210.01%

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.