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Institutional Ownership

Top 209 Institutional Holders
HolderSharesDateChange% Held
Sound Income Strategies, LLC1.13MSep 30, 26-138.63K1.26%
First Financial Bank - Trust Division42.62KSep 30, 26--0.05%
MOODY NATIONAL BANK TRUST DIVISION20.56KSep 30, 26--0.02%
Farther Finance Advisors, LLC14.08KSep 30, 26+1.10K0.02%
Exeter Financial, LLC12.28KSep 30, 26+3420.01%
Wealth Enhancement Trust Services, Inc.7.03KSep 30, 26--0.01%
CONFLUENCE INVESTMENT MANAGEMENT LLC--Sep 30, 26-48.50K--
VAN ECK ASSOCIATES CORP2.15MJun 30, 26+607.99K2.40%
TWO SIGMA INVESTMENTS, LP1.84MJun 30, 26+1.29M2.05%
UBS Group AG1.49MJun 30, 26+451.08K1.66%
Melia Wealth LLC1.35MJun 30, 26+56.53K1.51%
MARSHALL WACE, LLP844.77KJun 30, 26+844.77K0.94%
PRICE T ROWE ASSOCIATES INC /MD/786.90KJun 30, 26+118.77K0.88%
MORGAN STANLEY764.30KJun 30, 26+231.45K0.85%
FRANKLIN RESOURCES INC749.58KJun 30, 26+8.77K0.83%
Invesco Ltd.746.72KJun 30, 26-204.76K0.83%
EMERALD ADVISERS, LLC744.88KJun 30, 26-21.31K0.83%
Eagle Point Credit Management LLC727.44KJun 30, 26--0.81%
Rockefeller Capital Management L.P.654.48KJun 30, 26+10.87K0.73%
HRT FINANCIAL LP635.14KJun 30, 26+635.14K0.71%
EMERALD MUTUAL FUND ADVISERS TRUST549.26KJun 30, 26--0.61%
ARES MANAGEMENT LLC545.72KJun 30, 26--0.61%
LPL Financial LLC426.15KJun 30, 26+5.40K0.47%
STIFEL FINANCIAL CORP396.45KJun 30, 26-37.27K0.44%
AMERIPRISE FINANCIAL INC357.71KJun 30, 26+7.78K0.40%
Advisors Asset Management, Inc.357.23KJun 30, 26+30.70K0.40%
Hennion & Walsh Asset Management, Inc.346.19KJun 30, 26+7.31K0.39%
KENNEDY CAPITAL MANAGEMENT LLC325.17KJun 30, 26-5.43K0.36%
BlackRock, Inc.286.95KJun 30, 26-6.77K0.32%
CITADEL ADVISORS LLC234.31KJun 30, 26+195.56K0.26%
D. E. Shaw & Co., Inc.216.98KJun 30, 26-113.96K0.24%
Ambassador Advisors, LLC214.54KJun 30, 26+214.54K0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP207.74KJun 30, 26-27.09K0.23%
Schonfeld Strategic Advisors LLC177.82KJun 30, 26-9330.20%
SMH CAPITAL ADVISORS INC170.29KJun 30, 26-8100.19%
Naviter Wealth, LLC161.87KJun 30, 26+75.38K0.18%
WILEY BROS.-AINTREE CAPITAL, LLC155.53KJun 30, 26+83.46K0.17%
CI Private Wealth, LLC150.73KJun 30, 26+49.76K0.17%
RAYMOND JAMES FINANCIAL INC148.35KJun 30, 26+1.38K0.17%
MERCER GLOBAL ADVISORS INC /ADV146.69KJun 30, 26-1930.16%
Sovereign's Capital Management, LLC138.90KJun 30, 26--0.15%
XTX Topco Ltd115.20KJun 30, 26+115.20K0.13%
INDEPENDENT FINANCIAL GROUP, LLC113.14KJun 30, 26+36.11K0.13%
Legacy Capital Wealth Partners, LLC107.99KJun 30, 26+2.49K0.12%
STATE STREET CORP106.37KJun 30, 26+16.10K0.12%
Mutual Advisors, LLC104.18KJun 30, 26+3.08K0.12%
COMMONWEALTH EQUITY SERVICES, LLC102.12KJun 30, 26-13.29K0.11%
WELLS FARGO & COMPANY/MN94.90KJun 30, 26+1.45K0.11%
Sanctuary Advisors, LLC93.03KJun 30, 26+37.18K0.10%
AWM CAPITAL, LLC85.69KJun 30, 26-115.94K0.10%
Chicago Partners Investment Group LLC84.46KJun 30, 26-3.44K0.09%
Cetera Investment Advisers78.87KJun 30, 26-8370.09%
DENALI ADVISORS LLC77.08KJun 30, 26-7.37K0.09%
ENVESTNET ASSET MANAGEMENT INC74.08KJun 30, 26+10.36K0.08%
Beacon Pointe Advisors, LLC71.95KJun 30, 26-3.37K0.08%
Catalyst Capital Advisors LLC70.34KJun 30, 26--0.08%
ADVISOR GROUP HOLDINGS, INC.69.25KJun 30, 26+34.97K0.08%
MILLENNIUM MANAGEMENT LLC69.04KJun 30, 26-127.56K0.08%
BALYASNY ASSET MANAGEMENT L.P.68.01KJun 30, 26-174.64K0.08%
GSA CAPITAL PARTNERS LLP62.64KJun 30, 26+41.80K0.07%
Gotham Asset Management, LLC55.45KJun 30, 26--0.06%
Quantbot Technologies LP54.36KJun 30, 26+21.17K0.06%
Kestra Advisory Services, LLC54.30KJun 30, 26+13.87K0.06%
Uniting Wealth Partners, LLC52.00KJun 30, 26--0.06%
ROYAL BANK OF CANADA50.88KJun 30, 26-1.42K0.06%
Bramshill Investments, LLC48.27KJun 30, 26+5620.05%
GUGGENHEIM CAPITAL LLC47.47KJun 30, 26+3.52K0.05%
Closed-End Fund Advisors, Inc.47.26KJun 30, 26-3.91K0.05%
OPPENHEIMER & CO INC47.08KJun 30, 26-9390.05%
EntryPoint Capital, LLC47.08KJun 30, 26-7.33K0.05%
Kovack Advisors, Inc.44.32KJun 30, 26+9.51K0.05%
Canton Hathaway, LLC43.95KJun 30, 26-54.76K0.05%
Cornerstone Wealth Management, LLC43.33KJun 30, 26+6.67K0.05%
GEN Financial Management, INC.42.65KJun 30, 26+42.65K0.05%
D.A. DAVIDSON & CO.42.08KJun 30, 26+3.67K0.05%
Forum Financial Management, LP40.00KJun 30, 26--0.04%
Centiva Capital, LP38.81KJun 30, 26+11.98K0.04%
Cambridge Investment Research Advisors, Inc.38.05KJun 30, 26+2.50K0.04%
MML INVESTORS SERVICES, LLC37.62KJun 30, 26+26.71K0.04%
Bison Wealth, LLC37.44KJun 30, 26--0.04%
Man Group plc33.23KJun 30, 26+13.87K0.04%
Graham Capital Management, L.P.32.03KJun 30, 26+32.03K0.04%
Vident Advisory, LLC31.67KJun 30, 26+12.39K0.04%
Private Advisor Group, LLC30.66KJun 30, 26+3050.03%
EAGLE GLOBAL ADVISORS LLC30.02KJun 30, 26-2.72K0.03%
SEI INVESTMENTS CO29.67KJun 30, 26-34.57K0.03%
BANK OF AMERICA CORP /DE/27.45KJun 30, 26-162.71K0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC27.15KJun 30, 26--0.03%
Kingsview Wealth Management, LLC26.62KJun 30, 26+5.07K0.03%
FIRST COMMONWEALTH FINANCIAL CORP /PA/25.31KJun 30, 26--0.03%
SRS Capital Advisors, Inc.24.82KJun 30, 26+24.20K0.03%
Virtu Financial LLC22.25KJun 30, 26+22.25K0.02%
Principal Street Partners, LLC21.10KJun 30, 26-1.50K0.02%
Toroso Investments, LLC20.55KJun 30, 26--0.02%
Black Swift Group, LLC20.15KJun 30, 26+20.15K0.02%
DRW Securities, LLC20.06KJun 30, 26-4.81K0.02%
Birchview Capital, LP20.00KJun 30, 26--0.02%
HighTower Advisors, LLC19.46KJun 30, 26+2.29K0.02%
MAI Capital Management19.45KJun 30, 26+18.75K0.02%
Values First Advisors, Inc.18.60KJun 30, 26+1550.02%
ANGELES WEALTH MANAGEMENT, LLC18.55KJun 30, 26--0.02%
SWEENEY & MICHEL, LLC18.10KJun 30, 26+18.10K0.02%
Geneos Wealth Management Inc.17.85KJun 30, 26+5350.02%
Comprehensive Money Management Services LLC17.67KJun 30, 26+4.14K0.02%
Cresset Asset Management, LLC17.46KJun 30, 26+3960.02%
Dynamic Technology Lab Private Ltd17.17KJun 30, 26+17.17K0.02%
PFG Investments, LLC17.13KJun 30, 26+2.96K0.02%
Squarepoint Ops LLC16.34KJun 30, 26-47.89K0.02%
MACKENZIE FINANCIAL CORP15.92KJun 30, 26+15.92K0.02%
PVG ASSET MANAGEMENT CORP15.28KJun 30, 26+1850.02%
Advisory Services Network, LLC14.92KJun 30, 26+9.64K0.02%
GEODE CAPITAL MANAGEMENT, LLC14.44KJun 30, 26--0.02%
SG Americas Securities, LLC13.74KJun 30, 26-4740.02%
B. Riley Financial, Inc.13.45KJun 30, 26+13.45K0.01%
Accel Wealth Management13.25KJun 30, 26-1290.01%
Colony Group, LLC12.54KJun 30, 26-1.25K0.01%
Brevan Howard Capital Management LP12.52KJun 30, 26+12.52K0.01%
Keel Point, LLC12.43KJun 30, 26--0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12.16KJun 30, 26-8570.01%
Mariner, LLC12.13KJun 30, 26+1.08K0.01%
M&T BANK CORP12.00KJun 30, 26--0.01%
R Squared Ltd11.71KJun 30, 26-15.65K0.01%
ELEVATUS WELATH MANAGEMENT11.61KJun 30, 26+1220.01%
Brookstone Capital Management11.60KJun 30, 26+4090.01%
Visionary Wealth Advisors11.45KJun 30, 26+11.45K0.01%
Quantinno Capital Management LP11.01KJun 30, 26+11.01K0.01%
TWO SIGMA SECURITIES, LLC10.69KJun 30, 26+10.69K0.01%
EIGHT 31 FINANCIAL LLC10.56KJun 30, 26+3160.01%
BRIGHTON JONES LLC10.13KJun 30, 26+10.13K0.01%
Pinnacle Wealth Planning Services, Inc.9.82KJun 30, 26+2940.01%
Allworth Financial LP8.83KJun 30, 26+2.40K0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC8.81KJun 30, 26--0.01%
BNP PARIBAS ARBITRAGE, SNC8.77KJun 30, 26+3.30K0.01%
Triumph Capital Management6.55KJun 30, 26-8110.01%
Union Bancaire Privee, UBP SA5.97KJun 30, 26--0.01%
Ronald Blue Trust, Inc.5.29KJun 30, 26--0.01%
JPMORGAN CHASE & CO4.95KJun 30, 26-3690.01%
IFG Advisory, LLC4.40KJun 30, 26+4.40K0.00%
NewEdge Advisors, LLC3.44KJun 30, 26-8.17K0.00%
MCF Advisors LLC3.33KJun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.3.00KJun 30, 26--0.00%
FIFTH THIRD BANCORP2.50KJun 30, 26--0.00%
NOMURA ASSET MANAGEMENT CO LTD2.17KJun 30, 26+7220.00%
GROUP ONE TRADING, L.P.2.07KJun 30, 26-285.07K0.00%
Burk Holdings LLC1.80KJun 30, 26--0.00%
PRIVATE TRUST CO NA1.69KJun 30, 26--0.00%
Heritage Wealth Advisors1.61KJun 30, 26+1.61K0.00%
TRUST CO OF VERMONT1.40KJun 30, 26+1.40K0.00%
Truvestments Capital LLC1.07KJun 30, 26-4440.00%
EVOLUTION WEALTH MANAGEMENT INC.1.00KJun 30, 26--0.00%
Purpose Unlimited Inc.924Jun 30, 26+290.00%
EverSource Wealth Advisors, LLC864Jun 30, 26-1.17K0.00%
IFP Advisors, Inc800Jun 30, 26--0.00%
Key Capital Management, INC794Jun 30, 26-2000.00%
BROWN BROTHERS HARRIMAN & CO750Jun 30, 26-9500.00%
Spire Wealth Management684Jun 30, 26+6840.00%
Osbon Capital Management LLC639Jun 30, 26+6390.00%
Federation des caisses Desjardins du Quebec500Jun 30, 26--0.00%
Institute for Wealth Management, LLC.423Jun 30, 26+4230.00%
JONES FINANCIAL COMPANIES LLLP315Jun 30, 26-3370.00%
ASSETMARK, INC209Jun 30, 26--0.00%
Russell Investments Group, Ltd.120Jun 30, 26+950.00%
HARBOUR INVESTMENTS, INC.100Jun 30, 26--0.00%
Smartleaf Asset Management LLC76Jun 30, 26--0.00%
Integrated Wealth Concepts LLC65Jun 30, 26+650.00%
HANTZ FINANCIAL SERVICES, INC.43Jun 30, 26-3460.00%
Quarry LP37Jun 30, 26+370.00%
CITIGROUP INC34Jun 30, 26-7.13K0.00%
Larson Financial Group LLC25Jun 30, 26--0.00%
Caitong International Asset Management Co., Ltd22Jun 30, 26-60.00%
Concord Wealth Partners4Jun 30, 26+40.00%
BARCLAYS PLC2Jun 30, 26--0.00%
Jump Financial, LLC--Jun 30, 26-48.65K--
AXQ CAPITAL, LP--Jun 30, 26-12.30K--
LSV ASSET MANAGEMENT--Jun 30, 26-9.00K--
WINTON GROUP Ltd--Jun 30, 26-13.00K--
Qube Research & Technologies Ltd--Jun 30, 26-218.07K--
Aquatic Capital Management LLC--Jun 30, 26-44.39K--
Root Financial Partners, LLC--Jun 30, 26-1.00K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-17.67K--
VANGUARD ADVISERS INC--Jun 30, 26-277--
BRYN MAWR TRUST Co--Jun 30, 26-11.00K--
Annex Advisory Services, LLC--Jun 30, 26-12.23K--
PANORAMIC INVESTMENT ADVISORS, LLC--Jun 30, 26-1.30M--
Daytona Street Capital LLC--Jun 30, 26-4.00K--
Engineers Gate Manager LP--Jun 30, 26-38.55K--
Caprock Group, LLC--Jun 30, 26-15.20K--
Empowered Funds, LLC--Jun 30, 26-16.88K--
U.S. Capital Wealth Advisors, LLC24.20KMar 31, 26--0.03%
Catalina Capital Group, LLC15.15KMar 31, 26+190.02%
CWM, LLC13.53KMar 31, 26+12.70K0.02%
Sunbelt Securities, Inc.2.50KMar 31, 26+2.50K0.00%
TWO SIGMA ADVISERS, LP32.30KDec 31, 25-517.60K0.04%
Quest Partners LLC25.08KDec 31, 25-60.23K0.03%
CIBC Private Wealth Group, LLC2.25KDec 31, 25--0.00%
Cubist Systematic Strategies, LLC62.77KSep 30, 25-29.92K0.07%
Financial Advocates Investment Management--Sep 30, 25-15.25K--
First Horizon Advisors, Inc.2.29KJun 30, 25+2.29K0.00%
Virtus Fund Advisers, LLC--Dec 31, 24-3.75K--
Raymond James Financial Services Advisors, Inc.24.77KSep 30, 24+1.02K0.03%
Greenwich Investment Management, Inc.1.14MJun 30, 24-87.44K1.27%
BlackRock Inc.170.04KJun 30, 24+5870.19%
Cetera Advisors LLC37.00KMar 31, 24+37.00K0.04%
PUTNAM INVESTMENTS LLC74.83KDec 31, 23+15.32K0.08%
SevenOneSeven Capital Management--Dec 31, 23-22.20K--
Jefferies Group LLC35.35KSep 30, 22+35.35K0.04%
American Portfolios Advisors700Sep 30, 22--0.00%
Eidelman Virant Capital--Sep 30, 22-16.00K--
Farmer Steven Patrick113.44KJun 30, 22+113.44K0.13%

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.