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Institutional Ownership

Top 185 Institutional Holders
HolderSharesDateChange% Held
Trust Co--Sep 30, 26-92--
RAYMOND JAMES FINANCIAL INC9.09MJun 30, 26+5.85M29.37%
PRICE T ROWE ASSOCIATES INC /MD/7.57MJun 30, 26+544.22K24.47%
LPL Financial LLC7.31MJun 30, 26+3.35M23.62%
AMERIPRISE FINANCIAL INC2.71MJun 30, 26+1.22M8.76%
WELLS FARGO & COMPANY/MN1.58MJun 30, 26+265.30K5.11%
JONES FINANCIAL COMPANIES LLLP1.40MJun 30, 26+445.92K4.53%
Cetera Investment Advisers1.22MJun 30, 26+161.18K3.96%
UBS Group AG1.11MJun 30, 26+159.82K3.58%
ADVISOR GROUP HOLDINGS, INC.883.59KJun 30, 26+215.31K2.86%
CAPTRUST FINANCIAL ADVISORS876.25KJun 30, 26-10.74K2.83%
Watchman Group, Inc.813.69KJun 30, 26+2.42K2.63%
Kendall Capital Management768.12KJun 30, 26+26.77K2.48%
BANK OF AMERICA CORP /DE/732.56KJun 30, 26+178.93K2.37%
ENVESTNET ASSET MANAGEMENT INC668.28KJun 30, 26+21.73K2.16%
Private Advisor Group, LLC584.85KJun 30, 26+63.87K1.89%
CMH Wealth Management LLC522.65KJun 30, 26+18.21K1.69%
Northwest Financial Advisors494.51KJun 30, 26+494.51K1.60%
Asio Capital, LLC470.43KJun 30, 26-35.06K1.52%
HighPoint Advisor Group LLC394.29KJun 30, 26+16.83K1.27%
Cambridge Investment Research Advisors, Inc.384.31KJun 30, 26+20.48K1.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO356.74KJun 30, 26+56.64K1.15%
Souders Financial Advisors348.56KJun 30, 26-6.93K1.13%
COMMONWEALTH EQUITY SERVICES, LLC342.43KJun 30, 26+190.37K1.11%
MML INVESTORS SERVICES, LLC339.33KJun 30, 26+70.19K1.10%
KICKSTAND VENTURES, LLC.330.14KJun 30, 26+330.14K1.07%
Bleakley Financial Group, LLC293.43KJun 30, 26+49.70K0.95%
SITTNER & NELSON, LLC267.64KJun 30, 26+148.66K0.87%
CI Private Wealth, LLC235.44KJun 30, 26-3000.76%
DAVENPORT & Co LLC227.80KJun 30, 26+16.09K0.74%
N.E.W. Advisory Services LLC225.34KJun 30, 26+4.95K0.73%
NATIXIS ADVISORS, L.P.208.98KJun 30, 26+102.22K0.68%
EXCHANGE TRADED CONCEPTS, LLC179.51KJun 30, 26-2.01K0.58%
D.A. DAVIDSON & CO.168.12KJun 30, 26-13.83K0.54%
Atlas Wealth LLC167.29KJun 30, 26+36.53K0.54%
Resources Investment Advisors, LLC.163.43KJun 30, 26-10.34K0.53%
Stratos Wealth Partners, LTD.150.81KJun 30, 26+2.91K0.49%
Essex Financial Services, Inc.134.67KJun 30, 26+16.51K0.44%
CENTAURUS FINANCIAL, INC.134.67KJun 30, 26+6.61K0.44%
FLAGSHIP HARBOR ADVISORS, LLC130.67KJun 30, 26+4860.42%
Atria Investments, Inc121.32KJun 30, 26-1.87K0.39%
BARNES PETTEY FINANCIAL ADVISORS, LLC120.49KJun 30, 26+113.14K0.39%
Valmark Advisers, Inc.110.08KJun 30, 26+7.63K0.36%
Garden State Investment Advisory Services LLC102.09KJun 30, 26+3.44K0.33%
Richard P Slaughter Associates Inc97.24KJun 30, 26+34.58K0.31%
SageGuard Financial Group, LLC84.36KJun 30, 26+70.98K0.27%
Legacy Capital Group California, Inc.84.14KJun 30, 26-3.67K0.27%
Steward Partners Investment Advisory, LLC81.01KJun 30, 26+2.02K0.26%
NewEdge Advisors, LLC78.55KJun 30, 26-3870.25%
HighTower Advisors, LLC76.36KJun 30, 26-540.25%
ROYAL BANK OF CANADA60.48KJun 30, 26+13.26K0.20%
STIFEL FINANCIAL CORP60.09KJun 30, 26+34.31K0.19%
Heritage Wealth Management, Inc.57.94KJun 30, 26+4.80K0.19%
Janney Montgomery Scott LLC57.40KJun 30, 26+4.64K0.19%
PFG Advisors56.41KJun 30, 26+6210.18%
WILEY BROS.-AINTREE CAPITAL, LLC50.54KJun 30, 26+2.92K0.16%
Golden State Wealth Management, LLC47.26KJun 30, 26+2.16K0.15%
AE Wealth Management LLC47.11KJun 30, 26+6000.15%
Integrated Wealth Concepts LLC44.77KJun 30, 26+14.33K0.14%
DAHRING | CUSMANO LLC41.63KJun 30, 26-1.22K0.13%
Thayer Partners, LLC / MA37.00KJun 30, 26+4.36K0.12%
Equitable Holdings, Inc.36.52KJun 30, 26-6.76K0.12%
StrongBox Wealth, LLC35.16KJun 30, 26+3.79K0.11%
Capital Analysts, LLC34.22KJun 30, 26+3.94K0.11%
Ballast, Inc.33.00KJun 30, 26+33.00K0.11%
Kingsview Wealth Management, LLC32.49KJun 30, 26-9680.10%
GeoWealth Management, LLC31.18KJun 30, 26-1.31K0.10%
IFG Advisory, LLC31.05KJun 30, 26+31.05K0.10%
Beacon Financial Advisory LLC30.83KJun 30, 26+3.63K0.10%
BROWN ADVISORY INC29.54KJun 30, 26-3.82K0.10%
AXXCESS WEALTH MANAGEMENT, LLC29.48KJun 30, 26-720.10%
NEW WAVE WEALTH ADVISORS LLC29.38KJun 30, 26+22.49K0.09%
AdvisorNet Financial, Inc29.03KJun 30, 26+5.88K0.09%
BENJAMIN EDWARDS INC28.60KJun 30, 26-5130.09%
IHT Wealth Management, LLC28.27KJun 30, 26-4090.09%
PRINCIPAL SECURITIES, INC.25.66KJun 30, 26+10.49K0.08%
Retirement Planning Group24.10KJun 30, 26--0.08%
Global Retirement Partners, LLC23.94KJun 30, 26+23.94K0.08%
LEVEL FOUR ADVISORY SERVICES, LLC22.99KJun 30, 26+4.11K0.07%
Advisor OS, LLC21.98KJun 30, 26+6050.07%
CreativeOne Wealth, LLC21.90KJun 30, 26-9150.07%
CITADEL ADVISORS LLC21.74KJun 30, 26+21.74K0.07%
MORGAN STANLEY21.10KJun 30, 26+19.52K0.07%
4J Wealth Management LLC19.53KJun 30, 26+19.53K0.06%
JPMORGAN CHASE & CO18.23KJun 30, 26+18.23K0.06%
FOUNDERS FINANCIAL SECURITIES LLC17.69KJun 30, 26-1300.06%
Robertson Stephens Wealth Management, LLC17.56KJun 30, 26-2.37K0.06%
AQR CAPITAL MANAGEMENT LLC17.44KJun 30, 26+10.39K0.06%
United Advisor Group, LLC17.22KJun 30, 26+1.34K0.06%
Pensionmark Financial Group, LLC16.93KJun 30, 26-2780.05%
Ameritas Advisory Services, LLC16.44KJun 30, 26+9.93K0.05%
Financial Security Advisor, Inc.15.96KJun 30, 26-6230.05%
Capital Investment Advisory Services, LLC15.87KJun 30, 26+1.22K0.05%
SUMMIT WEALTH GROUP LLC / CO15.51KJun 30, 26+15.51K0.05%
SEAMOUNT FINANCIAL GROUP INC15.13KJun 30, 26--0.05%
Gladstone Institutional Advisory LLC14.44KJun 30, 26+1.04K0.05%
Stratos Wealth Advisors, LLC14.43KJun 30, 26+6.54K0.05%
Miracle Mile Advisors, LLC13.70KJun 30, 26--0.04%
BRADLEY FOSTER & SARGENT INC/CT13.55KJun 30, 26+8840.04%
Western Wealth Management, LLC12.71KJun 30, 26-6250.04%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/12.25KJun 30, 26+5.31K0.04%
HARBOUR INVESTMENTS, INC.12.01KJun 30, 26+11.60K0.04%
Harborfront Financial Group LLC11.97KJun 30, 26+11.97K0.04%
Frontier Asset Management, LLC11.26KJun 30, 26-830.04%
Kestra Advisory Services, LLC10.96KJun 30, 26+3.03K0.04%
COFG Advisors, LLC10.76KJun 30, 26+10.76K0.03%
SilverOak Wealth Management LLC10.52KJun 30, 26+2450.03%
TPG Advisors LLC9.72KJun 30, 26+7070.03%
THOROUGHBRED FINANCIAL SERVICES, LLC9.31KJun 30, 26--0.03%
National Wealth Management Group, LLC9.24KJun 30, 26-4.30K0.03%
FIFTH THIRD BANCORP8.67KJun 30, 26+1.82K0.03%
Kovack Advisors, Inc.8.35KJun 30, 26-9250.03%
Ausdal Financial Partners, Inc.8.25KJun 30, 26+4740.03%
Bank of New York Mellon Corp7.85KJun 30, 26-2010.03%
Baird Financial Group, Inc.7.79KJun 30, 26+7.79K0.03%
Red Mountain Financial, LLC7.74KJun 30, 26--0.03%
Coastal Investment Advisors, Inc.7.72KJun 30, 26+7.72K0.02%
NATIONAL BANK OF CANADA /FI/7.71KJun 30, 26+3740.02%
Lloyd Advisory Services, LLC.7.70KJun 30, 26+7.09K0.02%
L.K. Benson & Company, P.C.7.43KJun 30, 26--0.02%
Walkner Condon Financial Advisors LLC7.28KJun 30, 26+3100.02%
Raleigh Capital Management Inc.7.27KJun 30, 26-1.08K0.02%
TRUIST FINANCIAL CORP6.85KJun 30, 26+6.85K0.02%
MONETA GROUP INVESTMENT ADVISORS LLC6.32KJun 30, 26-7470.02%
Keystone Financial Services, LLC6.31KJun 30, 26+6.31K0.02%
CALIBER WEALTH MANAGEMENT, LLC / KS6.29KJun 30, 26+6.29K0.02%
SECURITY NATIONAL BANK OF SO DAK6.11KJun 30, 26+5810.02%
EWA, LLC6.08KJun 30, 26--0.02%
Sigma Planning Corp5.93KJun 30, 26-370.02%
Dean, Jacobson Financial Services, LLC5.78KJun 30, 26-4050.02%
Prospera Financial Services Inc5.49KJun 30, 26-2000.02%
HOWARD BAILEY SECURITIES, LLC5.39KJun 30, 26-5990.02%
Kestra Investment Management, LLC5.07KJun 30, 26+5.07K0.02%
Blume Capital Management, Inc.5.00KJun 30, 26--0.02%
Confluence Wealth Services, Inc.4.82KJun 30, 26+4.82K0.02%
Total Clarity Wealth Management, Inc.4.75KJun 30, 26+4.75K0.02%
Wealth Alliance4.60KJun 30, 26+4.60K0.01%
IFP Advisors, Inc4.23KJun 30, 26--0.01%
Westside Investment Management, Inc.4.21KJun 30, 26+500.01%
Aberdeen Wealth Management LLC3.69KJun 30, 26+3.69K0.01%
BROWN BROTHERS HARRIMAN & CO2.74KJun 30, 26+2.74K0.01%
Signature Equity Partners, LLC2.10KJun 30, 26+1300.01%
PRIVATE TRUST CO NA2.04KJun 30, 26+2.04K0.01%
Quest 10 Wealth Builders, Inc.1.34KJun 30, 26-420.00%
BlackRock, Inc.1.00KJun 30, 26--0.00%
Fourth Dimension Wealth, LLC936Jun 30, 26+9360.00%
BANK OF MONTREAL /CAN/893Jun 30, 26+910.00%
Geneos Wealth Management Inc.850Jun 30, 26+8500.00%
SRS Capital Advisors, Inc.753Jun 30, 26--0.00%
Kingdom Financial Group LLC.555Jun 30, 26-460.00%
MERCER GLOBAL ADVISORS INC /ADV354Jun 30, 26+3540.00%
Founders Financial Alliance, LLC350Jun 30, 26--0.00%
Continuum Advisory, LLC291Jun 30, 26+2910.00%
VANGUARD ADVISERS INC249Jun 30, 26+1930.00%
Buck Wealth Strategies, LLC246Jun 30, 26+2460.00%
Clearstead Advisors, LLC199Jun 30, 26--0.00%
Russell Investments Group, Ltd.114Jun 30, 26-8740.00%
Networth Advisors, LLC53Jun 30, 26--0.00%
ASSETMARK, INC32Jun 30, 26+320.00%
Strategic Wealth Partners, Ltd.1Jun 30, 26--0.00%
Root Financial Partners, LLC--Jun 30, 26-697--
OneAscent Family Office, LLC--Jun 30, 26-27.94K--
MAI Capital Management--Jun 30, 26-10--
GOLDMAN SACHS GROUP INC--Jun 30, 26-36.20K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-25.69K--
HUNTINGTON NATIONAL BANK--Jun 30, 26-147--
Mariner, LLC--Jun 30, 26-12.58K--
RMG Wealth Management LLC--Jun 30, 26-2.29K--
MSH Capital Advisors LLC--Jun 30, 26-10.69K--
Legacy Capital Wealth Partners, LLC--Jun 30, 26-14.44K--
CWM, LLC20.41KMar 31, 26+8250.07%
Financial Gravity Asset Management, Inc.651Mar 31, 26--0.00%
Sunbelt Securities, Inc.136Mar 31, 26+1360.00%
Vantage Financial Partners, LLC97.70KDec 31, 25+2.13K0.32%
COMERICA BANK3.06KDec 31, 25--0.01%
GPS Wealth Strategies Group, LLC550Dec 31, 25--0.00%
Atria Wealth Solutions, Inc.142.61KJun 30, 25-21.44K0.46%
Astor Investment Management LLC141.25KJun 30, 25-5.09K0.46%
Tyler-Stone Wealth Management67.26KJun 30, 25-3.02K0.22%
Good Life Advisors, LLC61.28KJun 30, 25+51.18K0.20%
Raymond James Financial Services Advisors, Inc.258.97KSep 30, 24+258.97K0.84%
RAYMOND JAMES & ASSOCIATES48.30KSep 30, 24+48.30K0.16%
Annapolis Financial Services, LLC1.19KSep 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.2.40KJun 30, 24+1890.01%
ICA Group Wealth Management, LLC800Jun 30, 24+8000.00%

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.