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Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 215 Institutional Holders
HolderSharesDateChange% Held
CX Institutional7.24KSep 30, 26+7.24K0.04%
Noble Wealth Management PBC550Sep 30, 26+1070.00%
MORGAN STANLEY1.30MJun 30, 26+149.11K7.54%
Penserra Capital Management LLC569.27KJun 30, 26+28.70K3.30%
RAYMOND JAMES FINANCIAL INC452.44KJun 30, 26+121.71K2.63%
Advisors Asset Management, Inc.390.43KJun 30, 26-32.04K2.27%
ABSOLUTE INVESTMENT ADVISERS, LLC338.03KJun 30, 26+338.03K1.96%
ROYAL BANK OF CANADA286.04KJun 30, 26-105.40K1.66%
BARD ASSOCIATES INC196.46KJun 30, 26-711.14%
GUGGENHEIM CAPITAL LLC167.89KJun 30, 26+20.53K0.97%
Quarry LP165.34KJun 30, 26+165.34K0.96%
Almitas Capital LLC161.87KJun 30, 26+161.87K0.94%
WELLS FARGO & COMPANY/MN158.40KJun 30, 26+29.78K0.92%
Eagle Bluffs Wealth Management LLC153.97KJun 30, 26+2.73K0.89%
SIT INVESTMENT ASSOCIATES INC137.85KJun 30, 26+137.85K0.80%
Arete Wealth Advisors, LLC137.22KJun 30, 26+2130.80%
TORNO CAPITAL, LLC130.00KJun 30, 26+130.00K0.75%
LPL Financial LLC125.79KJun 30, 26+4.63K0.73%
JPMORGAN CHASE & CO122.66KJun 30, 26+122.24K0.71%
AMERICAN FINANCIAL GROUP INC110.10KJun 30, 26--0.64%
RIVERNORTH CAPITAL MANAGEMENT, LLC106.31KJun 30, 26+106.31K0.62%
Janney Montgomery Scott LLC103.96KJun 30, 26+17.52K0.60%
Thomas J. Herzfeld Advisors, Inc.100.28KJun 30, 26+100.28K0.58%
Meixler Investment Management, Ltd.96.80KJun 30, 26-7.17K0.56%
Cambridge Investment Research Advisors, Inc.88.59KJun 30, 26+19.65K0.51%
UBS Group AG88.34KJun 30, 26+10.36K0.51%
CERTUITY, LLC85.00KJun 30, 26--0.49%
Steward Partners Investment Advisory, LLC70.17KJun 30, 26+8.88K0.41%
COMMERCE BANK68.83KJun 30, 26+34.59K0.40%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC67.26KJun 30, 26+20.96K0.39%
Yakira Capital Management, Inc.61.88KJun 30, 26+61.88K0.36%
BANK OF AMERICA CORP /DE/61.02KJun 30, 26-1.94K0.35%
Mariner, LLC59.76KJun 30, 26+2.11K0.35%
Lido Advisors, LLC53.61KJun 30, 26+26.20K0.31%
North Ground Capital44.80KJun 30, 26+44.80K0.26%
Closed-End Fund Advisors, Inc.44.60KJun 30, 26-2.52K0.26%
180 WEALTH ADVISORS, LLC43.33KJun 30, 26-2.42K0.25%
Invesco Ltd.42.02KJun 30, 26+3.96K0.24%
STIFEL FINANCIAL CORP41.60KJun 30, 26+6.89K0.24%
FIRST FOUNDATION ADVISORS40.83KJun 30, 26+2.91K0.24%
WILEY BROS.-AINTREE CAPITAL, LLC40.30KJun 30, 26+10.56K0.23%
D.A. DAVIDSON & CO.38.99KJun 30, 26+8.74K0.23%
EVOLVE PRIVATE WEALTH, LLC37.51KJun 30, 26-8.17K0.22%
OPPENHEIMER & CO INC32.48KJun 30, 26-4.76K0.19%
JANE STREET GROUP, LLC32.19KJun 30, 26+26.48K0.19%
Kercheville Advisors, LLC31.56KJun 30, 26+8.46K0.18%
WJ Financial Advisors LLC31.30KJun 30, 26+2.72K0.18%
Alessandra Capital Management, LLC30.33KJun 30, 26-7710.18%
ADVISOR GROUP HOLDINGS, INC.29.73KJun 30, 26+3.57K0.17%
MONETARY MANAGEMENT GROUP INC28.41KJun 30, 26-11.61K0.16%
Private Advisor Group, LLC26.05KJun 30, 26+13.58K0.15%
Ariadne Wealth Management, LP25.10KJun 30, 26--0.15%
LaSalle St. Investment Advisors, LLC24.55KJun 30, 26+7500.14%
COMMONWEALTH EQUITY SERVICES, LLC22.87KJun 30, 26+2.02K0.13%
CAHILL FINANCIAL ADVISORS INC21.54KJun 30, 26+1670.13%
UNITED CAPITAL FINANCIAL ADVISERS, LLC21.40KJun 30, 26--0.12%
Cetera Investment Advisers21.38KJun 30, 26+2.48K0.12%
Cerity Partners LLC21.36KJun 30, 26+21.36K0.12%
COHEN & STEERS, INC.20.21KJun 30, 26-5.57K0.12%
NWF Advisory Services Inc.20.06KJun 30, 26-1.57K0.12%
DRW Securities, LLC20.00KJun 30, 26+20.00K0.12%
HARBOUR INVESTMENTS, INC.19.98KJun 30, 26+5.11K0.12%
Investment Research Partners LLC19.43KJun 30, 26-1.32K0.11%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18.85KJun 30, 26+7.27K0.11%
1620 INVESTMENT ADVISORS, INC.18.70KJun 30, 26-1380.11%
Clear Street Group Inc.18.00KJun 30, 26+18.00K0.10%
HighTower Advisors, LLC17.88KJun 30, 26-3300.10%
Allspring Global Investments Holdings, LLC16.33KJun 30, 26-5940.09%
CI Private Wealth, LLC16.03KJun 30, 26+3.20K0.09%
Beacon Pointe Advisors, LLC16.02KJun 30, 26+16.02K0.09%
XTX Topco Ltd15.90KJun 30, 26+15.90K0.09%
Segment Wealth Management, LLC15.00KJun 30, 26--0.09%
JOHN G ULLMAN & ASSOCIATES INC14.98KJun 30, 26-1000.09%
Advisory Services Network, LLC14.84KJun 30, 26+1.17K0.09%
Concorde Asset Management, LLC14.39KJun 30, 26-6900.08%
Abundance Wealth Counselors14.23KJun 30, 26+7.21K0.08%
Samalin Investment Counsel, LLC14.07KJun 30, 26+3400.08%
Sigma Planning Corp14.05KJun 30, 26+6.66K0.08%
WCG Wealth Advisors LLC13.84KJun 30, 26+1130.08%
ArchPoint Investors13.33KJun 30, 26--0.08%
Kovack Advisors, Inc.13.03KJun 30, 26-740.08%
Baird Financial Group, Inc.11.85KJun 30, 26+6.72K0.07%
NewEdge Wealth, LLC11.80KJun 30, 26-7630.07%
Calamos Advisors LLC11.78KJun 30, 26+11.78K0.07%
Wealth Alliance11.58KJun 30, 26+6160.07%
DAVENPORT & Co LLC11.26KJun 30, 26+1330.07%
Manhattan West Asset Management, LLC10.65KJun 30, 26-1.08K0.06%
INVESTED ADVISORS10.32KJun 30, 26-2.25K0.06%
MAI Capital Management10.18KJun 30, 26+540.06%
Next Capital Management LLC9.77KJun 30, 26--0.06%
Verity Asset Management, Inc.9.76KJun 30, 26-2.69K0.06%
Creative Planning9.64KJun 30, 26+2.68K0.06%
Avail Investment Partners, LLC9.10KJun 30, 26+9250.05%
MACQUARIE GROUP LTD9.05KJun 30, 26+9.05K0.05%
Fiduciary Alliance LLC9.03KJun 30, 26+1.12K0.05%
Kestra Advisory Services, LLC9.00KJun 30, 26+9.00K0.05%
Cornerstone Advisory, LLC8.94KJun 30, 26+2000.05%
Quadrant Private Wealth Management, LLC8.72KJun 30, 26--0.05%
Baker Avenue Asset Management, LP8.61KJun 30, 26--0.05%
LAIRD NORTON TRUST COMPANY, LLC8.61KJun 30, 26--0.05%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8.49KJun 30, 26-1.61K0.05%
Capital Investment Advisors, LLC8.43KJun 30, 26+3.66K0.05%
OpenArc Corporate Advisory, LLC7.62KJun 30, 26--0.04%
Old Port Advisors7.41KJun 30, 26-970.04%
BENJAMIN EDWARDS INC7.23KJun 30, 26-180.04%
B. Riley Wealth Advisors, Inc.7.07KJun 30, 26+3170.04%
PSI Advisors, LLC7.04KJun 30, 26+2.05K0.04%
Moors & Cabot, Inc.6.34KJun 30, 26-1350.04%
Diversified Trust Co6.20KJun 30, 26-3.06K0.04%
CARY STREET PARTNERS FINANCIAL LLC6.12KJun 30, 26-1500.04%
XML Financial, LLC5.83KJun 30, 26+1270.03%
Values Added Financial LLC5.72KJun 30, 26--0.03%
NewEdge Advisors, LLC5.58KJun 30, 26+6310.03%
Evergreen Wealth Solutions, LLC5.47KJun 30, 26+5.47K0.03%
Wealthspire Advisors, LLC5.33KJun 30, 26--0.03%
MBA Advisors LLC5.28KJun 30, 26--0.03%
CITADEL ADVISORS LLC5.25KJun 30, 26+5.25K0.03%
First National Bank of Mount Dora, Trust Investment Services4.89KJun 30, 26--0.03%
Integrated Wealth Concepts LLC4.59KJun 30, 26-2.59K0.03%
Ameritas Advisory Services, LLC3.33KJun 30, 26+3.33K0.02%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2.20KJun 30, 26+1000.01%
Clearstead Advisors, LLC2.13KJun 30, 26+5460.01%
SRS Capital Advisors, Inc.2.10KJun 30, 26+2.10K0.01%
WHITTIER TRUST CO2.00KJun 30, 26--0.01%
MONTAG A & ASSOCIATES INC1.30KJun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.27KJun 30, 26-2010.01%
CUSTOM INDEX SYSTEMS, LLC1.13KJun 30, 26+1.13K0.01%
Parkside Financial Bank & Trust1.00KJun 30, 26--0.01%
Hartford Financial Management Inc.909Jun 30, 26-1400.01%
MERCER GLOBAL ADVISORS INC /ADV886Jun 30, 26+8860.01%
Spire Wealth Management860Jun 30, 26-6880.00%
Rockefeller Capital Management L.P.768Jun 30, 26+3000.00%
FIFTH THIRD BANCORP713Jun 30, 26--0.00%
WEBSTER BANK, N. A.621Jun 30, 26--0.00%
Winthrop Capital Management, LLC460Jun 30, 26+4600.00%
Holos Integrated Wealth LLC443Jun 30, 26--0.00%
Strategic Investment Solutions, Inc. /IL400Jun 30, 26+3000.00%
UMB Bank, n.a.384Jun 30, 26--0.00%
Farther Finance Advisors, LLC383Jun 30, 26-2880.00%
MCF Advisors LLC356Jun 30, 26+3560.00%
First PREMIER Bank302Jun 30, 26+1510.00%
EVERMAY WEALTH MANAGEMENT LLC298Jun 30, 26--0.00%
CITIGROUP INC271Jun 30, 26--0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management255Jun 30, 26--0.00%
PIN OAK INVESTMENT ADVISORS INC245Jun 30, 26--0.00%
Atlantic Union Bankshares Corp222Jun 30, 26--0.00%
Private Wealth Asset Management, LLC200Jun 30, 26--0.00%
Larson Financial Group LLC193Jun 30, 26--0.00%
SOUTHERN MICHIGAN BANK & TRUST192Jun 30, 26--0.00%
SOA Wealth Advisors, LLC.187Jun 30, 26--0.00%
Truvestments Capital LLC187Jun 30, 26--0.00%
Abound Wealth Management181Jun 30, 26--0.00%
Federation des caisses Desjardins du Quebec180Jun 30, 26--0.00%
HM PAYSON & CO125Jun 30, 26--0.00%
FMR LLC100Jun 30, 26-1280.00%
Allworth Financial LP87Jun 30, 26+870.00%
ASSETMARK, INC67Jun 30, 26--0.00%
DELTA ASSET MANAGEMENT LLC/TN50Jun 30, 26--0.00%
Fourth Dimension Wealth, LLC50Jun 30, 26+500.00%
Bogart Wealth, LLC44Jun 30, 26--0.00%
Financial Management Professionals, Inc.41Jun 30, 26+20.00%
Strategic Advocates LLC39Jun 30, 26--0.00%
TD Waterhouse Canada Inc.37Jun 30, 26+250.00%
Covestor Ltd37Jun 30, 26-190.00%
Salomon & Ludwin, LLC37Jun 30, 26--0.00%
Roble, Belko & Company, Inc35Jun 30, 26--0.00%
Aspect Partners, LLC10Jun 30, 26+100.00%
Key FInancial Inc6Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC2Jun 30, 26--0.00%
Addison Advisors LLC--Jun 30, 26-63--
CAPTRUST FINANCIAL ADVISORS--Jun 30, 26-4.07K--
Rossby Financial, LCC--Jun 30, 26-63--
PNC FINANCIAL SERVICES GROUP, INC.--Jun 30, 26-322--
Navis Wealth Advisors, LLC--Jun 30, 26-27.81K--
West Branch Capital LLC--Jun 30, 26-306--
SPIREPOINT PRIVATE CLIENT, LLC--Jun 30, 26-4.30K--
Sound Income Strategies, LLC--Jun 30, 26-90--
MATHER GROUP, LLC.--Jun 30, 26-439--
CoreCap Advisors, LLC--Jun 30, 26-2.32K--
Independent Advisor Alliance--Jun 30, 26-15.02K--
Harbour Wealth Management Group, Inc.--Jun 30, 26-4.26K--
Fortitude Advisory Group L.L.C.--Jun 30, 26-4.09K--
Jaffetilchin Investment Partners, LLC9.75KMar 31, 26+5760.06%
Catalina Capital Group, LLC7.43KMar 31, 26-8490.04%
CWM, LLC2.00KMar 31, 26--0.01%
Sunbelt Securities, Inc.245Mar 31, 26+70.00%
MGB Wealth Management, LLC26.69KDec 31, 25+4990.15%
CIBC Private Wealth Group, LLC3.35KDec 31, 25-4740.02%
COMERICA BANK1.11KDec 31, 25+2420.01%
WETHERBY ASSET MANAGEMENT INC17.22KSep 30, 25+8.61K0.10%
Northeast Financial Consultants Inc7.00KJun 30, 25--0.04%
First Horizon Advisors, Inc.825Jun 30, 25--0.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-60--
RAYMOND JAMES & ASSOCIATES75.83KSep 30, 24+66.10K0.44%
Raymond James Financial Services Advisors, Inc.19.39KSep 30, 24+2010.11%
Carmichael Hill & Associates, Inc.8.02KSep 30, 24+930.05%
Flow State Investments, L.P.--Sep 30, 24-8.19K--
BENJAMIN F. EDWARDS & COMPANY, INC.100Jun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-102--
Baystate Wealth Management LLC922Dec 31, 23+9220.01%
KCS Wealth Advisory32.85KSep 30, 23+3.74K0.19%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.7.60KSep 30, 23+230.04%
Johnson Midwest Financial, LLC252Sep 30, 23+20.00%
OTA Financial Group L.P.--Jun 30, 23-73.23K--
Ahrens Investment Partners LLC950Mar 31, 23+9500.01%
BOENNING & SCATTERGOOD, INC.7.80KDec 31, 22-6000.05%
APOGEM CAPITAL LLC--Dec 31, 22-20.33K--
Hightower 6M Holding, LLC8.52KSep 30, 22-7320.05%
WIPFLI FINANCIAL ADVISORS LLC,1.12KSep 30, 22+1.12K0.01%
Covington Capital Management1.10KSep 30, 22+1.10K0.01%
Strategic Asset Management, LLC375Sep 30, 22--0.00%
Dixon Hughes Goodman Wealth Advisors LLC--Mar 31, 22-75--
6 Meridian42.96KDec 31, 21-5.06K0.25%
NEXT Financial Group, Inc--Dec 31, 21-112--
Winslow, Evans & Crocker, Inc.93Dec 31, 20+930.00%

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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.