TSEC

Institutional Ownership

Top 23 Institutional Holders
HolderSharesDateChange% Held
LPL Financial LLC144.10KSep 30, 26+144.10K2.04%
Alteri Wealth LLC38.51KSep 30, 26+2.63K0.55%
Avantax Planning Partners, Inc.21.62KSep 30, 26+11.76K0.31%
Atlas Wealth LLC19.39KSep 30, 26-3.17K0.27%
Forge Financial Services LLC11.03KSep 30, 26+11.03K0.16%
VICTORY FINANCIAL GROUP, LLC10.71KSep 30, 26+1.23K0.15%
Huntleigh Advisors, Inc.8.85KSep 30, 26+8.85K0.13%
DHJJ Financial Advisors, Ltd.20Sep 30, 26--0.00%
FIG FINANCIAL ADVISORY SERVICES INC /ADV--Sep 30, 26-134.91K--
UBS Group AG--Sep 30, 26-1.23K--
Brookwood Investment Group LLC159.12KJun 30, 26-2.07K2.26%
OSAIC HOLDINGS, INC.108.89KJun 30, 26+3011.54%
Steward Partners Investment Advisory, LLC106.51KJun 30, 26+41.80K1.51%
STIFEL FINANCIAL CORP95.06KJun 30, 26+19.90K1.35%
Alteri Wealth LLC35.88KJun 30, 26+3.16K0.51%
CITADEL ADVISORS LLC34.33KJun 30, 26+24.48K0.49%
GOLDMAN SACHS GROUP INC19.29KJun 30, 26+19.29K0.27%
Mission Creek Capital Partners, Inc.11.08KJun 30, 26-1.56K0.16%
JONES FINANCIAL COMPANIES LLLP7.49KJun 30, 26+2.51K0.11%
UBS Group AG1.23KJun 30, 26+1.00K0.02%
Integrated Wealth Concepts LLC1.00KJun 30, 26+1.00K0.01%
Vestmark Advisory Solutions, Inc.--Jun 30, 26-15.98K--
Congress Wealth Management LLC / DE /13.23KJun 30, 25+13.23K0.19%

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.