TXUE

Institutional Ownership

Top 69 Institutional Holders
HolderSharesDateChange% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.41MSep 30, 26+245.50K31.14%
HighTower Advisors, LLC1.72MSep 30, 26+2.85K22.29%
LPL Financial LLC873.10KSep 30, 26+93.41K11.30%
CHANNEL WEALTH LLC605.61KSep 30, 26+12.11K7.84%
D.A. DAVIDSON & CO.517.08KSep 30, 26+30.33K6.69%
OPPENHEIMER & CO INC371.41KSep 30, 26+40.81K4.81%
FINANCIAL MANAGEMENT NETWORK INC351.36KSep 30, 26+16.72K4.55%
Cooper Capital Advisors LLC329.56KSep 30, 26+10.23K4.27%
Financial Designs Corp294.45KSep 30, 26+25.78K3.81%
Private Advisor Group, LLC263.57KSep 30, 26+100.75K3.41%
SENTINEL PENSION ADVISORS, LLC213.41KSep 30, 26+6.36K2.76%
Bank of New York Mellon Corp167.53KSep 30, 26+61.23K2.17%
Fermata Advisors, LLC139.29KSep 30, 26-10.09K1.80%
GREAT VALLEY ADVISOR GROUP, INC.129.30KSep 30, 26-3.02K1.67%
GILL CAPITAL PARTNERS, LLC69.41KSep 30, 26+40.24K0.90%
Noble Wealth Management PBC68.20KSep 30, 26-8.65K0.88%
Dana Investment Advisors, Inc.57.82KSep 30, 26+5080.75%
LAUREL OAK WEALTH MANAGEMENT, LLC56.93KSep 30, 26+16.66K0.74%
CASCADE INVESTMENT GROUP, INC.53.12KSep 30, 26+11.38K0.69%
Twelve Points Wealth Management LLC42.84KSep 30, 26-7840.55%
Private Wealth Asset Management, LLC37.33KSep 30, 26+37.33K0.48%
FOCUSED ALPHA, LLC31.26KSep 30, 26+5.16K0.40%
Blake Schutter Theil Wealth Advisors, LLC31.06KSep 30, 26+31.06K0.40%
Nautilus Advisors LLC30.11KSep 30, 26-9000.39%
Integras Partners LLC29.66KSep 30, 26+3.65K0.38%
Clay Northam Wealth Management, LLC29.43KSep 30, 26+8000.38%
Patten Group, Inc.18.74KSep 30, 26+5.00K0.24%
Nilsine Partners, LLC13.50KSep 30, 26+13.50K0.17%
Ascentis Independent Advisors13.02KSep 30, 26+13.02K0.17%
JM2 Capital Inc.12.53KSep 30, 26+1.51K0.16%
Cornerstone Wealth Group, LLC12.36KSep 30, 26+1160.16%
Crescent Grove Advisors, LLC10.11KSep 30, 26+10.11K0.13%
COMMONWEALTH EQUITY SERVICES, LLC10.06KSep 30, 26+3.27K0.13%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC9.55KSep 30, 26+9.25K0.12%
THOROUGHBRED FINANCIAL SERVICES, LLC8.80KSep 30, 26--0.11%
XY Planning Network, Inc.8.72KSep 30, 26-6010.11%
Kestra Advisory Services, LLC8.12KSep 30, 26+1.22K0.11%
Westside Investment Management, Inc.7.54KSep 30, 26+2620.10%
Prospera Financial Services Inc6.59KSep 30, 26+6150.09%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.4.85KSep 30, 26-17.44K0.06%
IFG Advisory, LLC1.13KSep 30, 26--0.01%
Nuveen, LLC1.13KSep 30, 26+1.13K0.01%
Farther Finance Advisors, LLC--Sep 30, 26-2.71K--
PNC FINANCIAL SERVICES GROUP, INC.--Sep 30, 26-4.20K--
OSAIC HOLDINGS, INC.755.65KJun 30, 26+73.00K9.78%
IFC Advisors LLC509.21KJun 30, 26+20.96K6.59%
ADAPT WEALTH ADVISORS, LLC378.64KJun 30, 26-13.26K4.90%
ROYAL BANK OF CANADA330.27KJun 30, 26+3.99K4.27%
One Charles Private Wealth Services, LLC202.96KJun 30, 26-1.55K2.63%
Capital Analysts, LLC163.38KJun 30, 26-25.03K2.11%
RAYMOND JAMES FINANCIAL INC159.98KJun 30, 26+57.91K2.07%
GREAT VALLEY ADVISOR GROUP, INC.132.32KJun 30, 26-6.60K1.71%
CITADEL ADVISORS LLC102.97KJun 30, 26+30.89K1.33%
Sanctuary Advisors, LLC96.75KJun 30, 26+9.69K1.25%
Baird Financial Group, Inc.72.64KJun 30, 26+72.64K0.94%
JANE STREET GROUP, LLC43.14KJun 30, 26-5.38K0.56%
Janney Montgomery Scott LLC38.23KJun 30, 26+10.39K0.49%
JONES FINANCIAL COMPANIES LLLP31.55KJun 30, 26+17.52K0.41%
Perennial Investment Advisors, LLC23.39KJun 30, 26+23.39K0.30%
Integrated Wealth Concepts LLC19.84KJun 30, 26+2720.26%
STIFEL FINANCIAL CORP17.56KJun 30, 26+9.31K0.23%
Snowden Capital Advisors LLC16.84KJun 30, 26+16.84K0.22%
Empire Financial Management Company, LLC8.00KJun 30, 26--0.10%
Ancora Advisors LLC2.11KJun 30, 26--0.03%
WELLS FARGO & COMPANY/MN98Jun 30, 26+980.00%
FLOW TRADERS U.S. LLC--Jun 30, 26-11.02K--
Mariner, LLC--Jun 30, 26-50.60K--
MORGAN STANLEY--Jun 30, 26-2.15K--
ORG Partners LLC12.13KDec 31, 25--0.16%

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.