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Institutional Ownership

Top 97 Institutional Holders
HolderSharesDateChange% Held
CX Institutional--Sep 30, 26-1.01K--
MORGAN STANLEY1.57MJun 30, 26+280.74K15.95%
Hapanowicz & Associates Financial Services, Inc740.23KJun 30, 26+740.23K7.50%
LPL Financial LLC692.08KJun 30, 26-22.66K7.02%
Odyssey Group, LLC438.68KJun 30, 26+438.68K4.45%
Toroso Investments, LLC285.25KJun 30, 26+272.15K2.89%
RAYMOND JAMES FINANCIAL INC264.43KJun 30, 26+46.58K2.68%
ENVESTNET ASSET MANAGEMENT INC215.71KJun 30, 26+23.77K2.19%
MML INVESTORS SERVICES, LLC213.69KJun 30, 26+39.55K2.17%
Federation des caisses Desjardins du Quebec124.77KJun 30, 26-6.62K1.26%
Luminist Capital LLC116.75KJun 30, 26+10.34K1.18%
UBS Group AG90.67KJun 30, 26-58.49K0.92%
STIFEL FINANCIAL CORP86.61KJun 30, 26-8.07K0.88%
Insight Wealth Partners, LLC73.21KJun 30, 26+14.30K0.74%
Janney Montgomery Scott LLC63.58KJun 30, 26-1.16K0.64%
Marshall & Sterling Wealth Advisors Inc.59.83KJun 30, 26+7120.61%
NewEdge Advisors, LLC55.68KJun 30, 26-9.34K0.56%
EP Wealth Advisors, LLC53.99KJun 30, 26-4.40K0.55%
Wealthcare Advisory Partners LLC44.24KJun 30, 26+6.10K0.45%
Stratos Wealth Partners, LTD.43.07KJun 30, 26-5.42K0.44%
WELLS FARGO & COMPANY/MN42.59KJun 30, 26+20.52K0.43%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.37.23KJun 30, 26+1.51K0.38%
COMMONWEALTH EQUITY SERVICES, LLC29.53KJun 30, 26-1.04K0.30%
KPP Advisory Services LLC28.87KJun 30, 26--0.29%
4WEALTH ADVISORS, INC.23.41KJun 30, 26-7.23K0.24%
IFP Advisors, Inc21.81KJun 30, 26+60.22%
Weaver Consulting Group21.20KJun 30, 26+13.95K0.21%
INDEPENDENT FINANCIAL GROUP, LLC20.03KJun 30, 26-4.50K0.20%
Curran Financial Partners, LLC18.46KJun 30, 26-7370.19%
HighPoint Advisor Group LLC17.18KJun 30, 26-5.18K0.17%
CoreCap Advisors, LLC16.91KJun 30, 26+3.63K0.17%
WealthBridge Capital Management, LLC16.56KJun 30, 26--0.17%
ALONGSIDE, LLC16.28KJun 30, 26+16.28K0.17%
49 WEALTH MANAGEMENT, LLC16.28KJun 30, 26-168.75K0.17%
Empirical Asset Management, LLC14.91KJun 30, 26-1930.15%
Private Advisor Group, LLC14.58KJun 30, 26-8.66K0.15%
Stewardship Advisors, LLC13.17KJun 30, 26+2.08K0.13%
LVW Advisors, LLC11.59KJun 30, 26-2.34K0.12%
Cetera Investment Advisers9.74KJun 30, 26+2.18K0.10%
Cambridge Investment Research Advisors, Inc.9.45KJun 30, 26+2.60K0.10%
Kovack Advisors, Inc.7.79KJun 30, 26-1120.08%
Proactive Wealth Strategies LLC7.42KJun 30, 26+7.42K0.08%
Royal Fund Management, LLC6.27KJun 30, 26+6.27K0.06%
CULLEN/FROST BANKERS, INC.5.75KJun 30, 26--0.06%
Equitable Holdings, Inc.5.57KJun 30, 26+280.06%
Crew Capital Management, Ltd.5.43KJun 30, 26+5.43K0.06%
FELL CAPITAL MANAGEMENT /ADV5.17KJun 30, 26--0.05%
F/M Investments LLC5.15KJun 30, 26-3980.05%
TRUIST FINANCIAL CORP4.94KJun 30, 26+170.05%
SRS Capital Advisors, Inc.4.89KJun 30, 26+4.89K0.05%
BCS Private Wealth Management, Inc.4.70KJun 30, 26--0.05%
Kraft, Davis & Associates, LLC4.48KJun 30, 26--0.05%
WBI INVESTMENTS, INC.4.27KJun 30, 26-1.86K0.04%
Maridea Wealth Management LLC4.19KJun 30, 26-700.04%
Crews Bank & Trust4.03KJun 30, 26-1050.04%
Brentview Investment Management LLC4.00KJun 30, 26--0.04%
CENTRAL TRUST Co3.40KJun 30, 26--0.03%
Harborfront Financial Group LLC2.84KJun 30, 26+2.84K0.03%
Aptus Capital Advisors, LLC2.55KJun 30, 26--0.03%
ADVISOR GROUP HOLDINGS, INC.2.02KJun 30, 26--0.02%
FIFTH THIRD BANCORP1.43KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/1.39KJun 30, 26--0.01%
Integrated Wealth Concepts LLC1.25KJun 30, 26+1.25K0.01%
JONES FINANCIAL COMPANIES LLLP862Jun 30, 26+8620.01%
Alpine Bank Wealth Management836Jun 30, 26+8360.01%
West Branch Capital LLC573Jun 30, 26+40.01%
PRIVATE TRUST CO NA500Jun 30, 26--0.01%
Global Retirement Partners, LLC412Jun 30, 26+4120.00%
ROTHSCHILD INVESTMENT LLC200Jun 30, 26+2000.00%
Allied Private Wealth LLC200Jun 30, 26+2000.00%
Allworth Financial LP183Jun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO151Jun 30, 26-990.00%
MERCER GLOBAL ADVISORS INC /ADV126Jun 30, 26+1260.00%
Front Row Advisors LLC100Jun 30, 26--0.00%
WHITTIER TRUST CO OF NEVADA INC84Jun 30, 26+840.00%
FMR LLC45Jun 30, 26-4100.00%
Ameritas Advisory Services, LLC24Jun 30, 26-8.99K0.00%
DHJJ Financial Advisors, Ltd.2Jun 30, 26--0.00%
Sankala Group LLC1Jun 30, 26-1510.00%
Independent Advisor Alliance--Jun 30, 26-5.03K--
Advisory Services Network, LLC--Jun 30, 26-381--
GOLDMAN SACHS GROUP INC--Jun 30, 26-27.02K--
Tower Research Capital LLC (TRC)--Jun 30, 26-20.45K--
CITADEL ADVISORS LLC--Jun 30, 26-43.20K--
Longview Financial Advisors, Inc.--Jun 30, 26-119--
Kestra Advisory Services, LLC--Jun 30, 26-4.50K--
PERSPECTIVE WEALTH ADVISORS LLC--Jun 30, 26-5.00K--
SIMPLEX TRADING, LLC--Jun 30, 26-99--
RFG Advisory, LLC--Jun 30, 26-4.31K--
MILLINGTON SECURITIES, INC.6.12KMar 31, 26+6.12K0.06%
COMERICA BANK1.43KDec 31, 25-8750.01%
Financial Advocates Investment Management--Sep 30, 25-5.40K--
AVANTAX ADVISORY SERVICES, INC.4.26KJun 30, 25-1.41K0.04%
WMS Partners, LLC--Dec 31, 24-10.00K--
Raymond James Financial Services Advisors, Inc.4.84KSep 30, 24+3230.05%
BENJAMIN F. EDWARDS & COMPANY, INC.--Jun 30, 24-952--
Cetera Advisor Networks LLC7.90KMar 31, 24-2.12K0.08%

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.