TYA

Institutional Ownership

Top 47 Institutional Holders
HolderSharesDateChange% Held
Heck Capital Advisors, LLC423.31KSep 30, 26+39.19K7.76%
STAPP WEALTH MANAGEMENT, PLLC220.59KSep 30, 26+3.18K4.04%
AE Wealth Management LLC183.29KSep 30, 26-8.53K3.36%
Mid-American Wealth Advisory Group, Inc.181.23KSep 30, 26-17.32K3.32%
RHS Financial, LLC85.29KSep 30, 26+75.11K1.56%
CreativeOne Wealth, LLC70.36KSep 30, 26+17.12K1.29%
PRIVATE CLIENT SERVICES, LLC58.84KSep 30, 26+4.75K1.08%
Lloyd Advisory Services, LLC.26.33KSep 30, 26+1.07K0.48%
Great Lakes Retirement, Inc.19.25KSep 30, 26-1.65K0.35%
LANE BROTHERS & CO INC17.52KSep 30, 26-1.41K0.32%
Straight Path Wealth Management15.47KSep 30, 26-1.00K0.28%
OSAIC HOLDINGS, INC.13.42KSep 30, 26+1.76K0.25%
Elevated Capital Advisors, LLC10.94KSep 30, 26-2090.20%
Kingdom Financial Group LLC.3.37KSep 30, 26-2810.06%
Geneos Wealth Management Inc.2.10KSep 30, 26+1.59K0.04%
TOUNJIAN ADVISORY PARTNERS, LLC2.07KSep 30, 26-5650.04%
Networth Advisors, LLC1.36KSep 30, 26-300.02%
IFG Advisory, LLC964Sep 30, 26--0.02%
Decker Retirement Planning Inc.755Sep 30, 26--0.01%
VIRTUS ADVISERS, LLC672Sep 30, 26+4500.01%
Quest 10 Wealth Builders, Inc.197Sep 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC193Sep 30, 26--0.00%
Montgomery Financial Services LLC161Sep 30, 26--0.00%
EverSource Wealth Advisors, LLC150Sep 30, 26+1500.00%
ASSETMARK, INC62Sep 30, 26+590.00%
True Wealth Design, LLC--Sep 30, 26-1.49M--
Dakota Wealth Management--Sep 30, 26-131.32K--
Rinkey Investments--Sep 30, 26-18.00K--
Magnolia Private Wealth, LLC481.04KJun 30, 26+42.99K8.82%
AE Wealth Management LLC191.82KJun 30, 26+40.56K3.52%
Continuum Advisory, LLC173.09KJun 30, 26+17.96K3.17%
CreativeOne Wealth, LLC53.24KJun 30, 26+18.96K0.98%
Authentikos Wealth Advisory, LLC21.98KJun 30, 26+8.21K0.40%
OLD MISSION CAPITAL LLC21.74KJun 30, 26+21.74K0.40%
OSAIC HOLDINGS, INC.11.66KJun 30, 26+1.48K0.21%
Pathstone Holdings, LLC11.52KJun 30, 26+11.52K0.21%
Integrated Wealth Concepts LLC252Jun 30, 26+2520.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO128Jun 30, 26+1280.00%
MORGAN STANLEY2Jun 30, 26--0.00%
Inspire Advisors, LLC--Jun 30, 26-54.92K--
UBS Group AG--Jun 30, 26-10--
Hilltop Holdings Inc.--Jun 30, 26-58.32K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-2.53K--
NDVR, Inc.16.05KDec 31, 25-4480.29%
OPTIMUM INVESTMENT ADVISORS1.00KSep 30, 25--0.02%
Pineridge Advisors LLC68Sep 30, 25-610.00%
Capital A Wealth Management, LLC22Jun 30, 25-1.25K0.00%

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.