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Institutional Ownership

Top 157 Institutional Holders
HolderSharesDateChange% Held
Worth Asset Management, LLC31.01KSep 30, 26-19.00K0.06%
PRIVATE CLIENT SERVICES, LLC11.59KSep 30, 26+11.59K0.02%
EASTERN BANK2.19KSep 30, 26--0.00%
Hennion & Walsh Asset Management, Inc.1.25MJun 30, 26+269.07K2.30%
GUGGENHEIM CAPITAL LLC1.06MJun 30, 26-99.34K1.96%
AMERIPRISE FINANCIAL INC768.11KJun 30, 26+250.35K1.42%
MORGAN STANLEY705.02KJun 30, 26+18.24K1.30%
LPL Financial LLC625.75KJun 30, 26-64.76K1.15%
WELLS FARGO & COMPANY/MN617.86KJun 30, 26+45.15K1.14%
SIT INVESTMENT ASSOCIATES INC603.61KJun 30, 26-65.82K1.11%
UBS Group AG567.50KJun 30, 26-4.47K1.05%
BANK OF AMERICA CORP /DE/501.86KJun 30, 26+8.03K0.93%
ROYAL BANK OF CANADA382.86KJun 30, 26+16.34K0.71%
N.E.W. Advisory Services LLC373.82KJun 30, 26+143.86K0.69%
VAN ECK ASSOCIATES CORP355.06KJun 30, 26+42.02K0.65%
Cetera Investment Advisers249.32KJun 30, 26+62.18K0.46%
GREATMARK INVESTMENT PARTNERS, INC.248.75KJun 30, 26--0.46%
STIFEL FINANCIAL CORP238.60KJun 30, 26+1.68K0.44%
Melone Private Wealth, LLC231.00KJun 30, 26+58.14K0.43%
COMMONWEALTH EQUITY SERVICES, LLC205.55KJun 30, 26+36.32K0.38%
Advisors Asset Management, Inc.194.33KJun 30, 26+3510.36%
RAYMOND JAMES FINANCIAL INC170.62KJun 30, 26+21.23K0.31%
Stratos Wealth Partners, LTD.168.14KJun 30, 26+5.31K0.31%
Fiera Capital Corp154.64KJun 30, 26+65.47K0.29%
NewEdge Advisors, LLC136.86KJun 30, 26+67.09K0.25%
Indiana Trust & Investment Management CO122.00KJun 30, 26--0.22%
Regatta Research & Money Management113.38KJun 30, 26+113.38K0.21%
Claro Advisors LLC99.97KJun 30, 26-12.56K0.18%
HARBOUR INVESTMENTS, INC.99.25KJun 30, 26+3240.18%
ADVISOR GROUP HOLDINGS, INC.97.28KJun 30, 26+10.40K0.18%
TRUIST FINANCIAL CORP96.10KJun 30, 26-16.35K0.18%
Cutler Capital Management, LLC86.12KJun 30, 26--0.16%
PNC FINANCIAL SERVICES GROUP, INC.84.82KJun 30, 26--0.16%
Tyche Wealth Partners LLC78.65KJun 30, 26-3.45K0.15%
Whipplewood Advisors, LLC69.48KJun 30, 26-9270.13%
Summit Trail Advisors, LLC67.09KJun 30, 26+26.04K0.12%
Capital Investment Advisory Services, LLC65.74KJun 30, 26-3.37K0.12%
Pensionmark Financial Group, LLC60.73KJun 30, 26-7.34K0.11%
Baird Financial Group, Inc.56.20KJun 30, 26+4.93K0.10%
LexAurum Advisors, LLC55.98KJun 30, 26+1.04K0.10%
Worth Asset Management, LLC50.01KJun 30, 26+50.01K0.09%
Wealth Care LLC50.00KJun 30, 26--0.09%
Private Advisor Group, LLC48.37KJun 30, 26-20.35K0.09%
Burford Brothers, Inc.46.42KJun 30, 26--0.09%
Kestra Advisory Services, LLC44.98KJun 30, 26+2250.08%
Wealth Alliance Advisory Group, LLC44.89KJun 30, 26+29.15K0.08%
MERCER GLOBAL ADVISORS INC /ADV41.90KJun 30, 26+1.33K0.08%
MELFA WEALTH MANAGEMENT, LLC37.36KJun 30, 26--0.07%
Colony Group, LLC36.15KJun 30, 26+5490.07%
Cornerstone Wealth Management, LLC33.24KJun 30, 26+2.83K0.06%
Sovereign Financial Group, Inc.30.89KJun 30, 26+230.06%
Rockefeller Capital Management L.P.29.70KJun 30, 26-7.55K0.05%
Prospera Financial Services Inc29.61KJun 30, 26--0.05%
WILEY BROS.-AINTREE CAPITAL, LLC29.21KJun 30, 26+1540.05%
Gridiron Partners, LLC27.03KJun 30, 26-102.70K0.05%
JANE STREET GROUP, LLC26.39KJun 30, 26+6.03K0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO24.67KJun 30, 26+2330.05%
Carroll Advisory Group, LLC23.33KJun 30, 26+6840.04%
WealthBridge Capital Management, LLC22.50KJun 30, 26--0.04%
Kercheville Advisors, LLC22.17KJun 30, 26+310.04%
Nuveen, LLC18.69KJun 30, 26--0.03%
Atomi Financial Group, Inc.18.35KJun 30, 26+3770.03%
AlphaCore Capital LLC17.31KJun 30, 26+3200.03%
Janney Montgomery Scott LLC15.43KJun 30, 26+3.50K0.03%
Institute for Wealth Management, LLC.15.10KJun 30, 26--0.03%
Wealthspire Advisors, LLC15.00KJun 30, 26--0.03%
Dynamic Advisor Solutions LLC14.05KJun 30, 26-1000.03%
Concurrent Investment Advisors, LLC13.83KJun 30, 26+1.50K0.03%
Capital Investment Advisors, LLC13.79KJun 30, 26--0.03%
Closed-End Fund Advisors, Inc.13.66KJun 30, 26--0.03%
Zullo Investment Group, Inc.13.50KJun 30, 26--0.02%
Apella Capital, LLC13.00KJun 30, 26--0.02%
Quadcap Wealth Management, LLC12.49KJun 30, 26+2310.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.95KJun 30, 26+11.95K0.02%
XTX Topco Ltd11.76KJun 30, 26+11.76K0.02%
Clark Asset Management, LLC11.63KJun 30, 26+11.63K0.02%
Cambridge Investment Research Advisors, Inc.11.47KJun 30, 26-3.88K0.02%
Integrated Wealth Concepts LLC11.01KJun 30, 26--0.02%
WEDBUSH SECURITIES INC11.00KJun 30, 26--0.02%
WMG Financial Advisors, LLC10.95KJun 30, 26--0.02%
KEYBANK NATIONAL ASSOCIATION/OH10.88KJun 30, 26--0.02%
Leading Edge Financial Planning LLC10.20KJun 30, 26+10.20K0.02%
GILL CAPITAL PARTNERS, LLC9.99KJun 30, 26--0.02%
Mountain Hill Investment Partners Corp.7.00KJun 30, 26--0.01%
NBC SECURITIES, INC.6.23KJun 30, 26--0.01%
FIFTH THIRD BANCORP5.37KJun 30, 26-2.87K0.01%
Penserra Capital Management LLC4.13KJun 30, 26+2.76K0.01%
IFP Advisors, Inc3.01KJun 30, 26-6260.01%
Aberdeen Wealth Management LLC2.85KJun 30, 26+2.85K0.01%
IFG Advisory, LLC2.79KJun 30, 26+2.79K0.01%
High Note Wealth, LLC2.46KJun 30, 26-1130.00%
US BANCORP \DE\2.04KJun 30, 26--0.00%
PRIVATE TRUST CO NA1.92KJun 30, 26--0.00%
CULLEN/FROST BANKERS, INC.1.00KJun 30, 26--0.00%
CITY HOLDING CO1.00KJun 30, 26--0.00%
Essential Investment Partners LLC1.00KJun 30, 26--0.00%
Ancora Advisors, LLC982Jun 30, 26-1010.00%
ROTHSCHILD INVESTMENT LLC800Jun 30, 26--0.00%
Allworth Financial LP692Jun 30, 26-10.00K0.00%
HIGHLINE WEALTH PARTNERS LLC570Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS386Jun 30, 26+3860.00%
Smartleaf Asset Management LLC381Jun 30, 26--0.00%
Mascoma Wealth Management LLC320Jun 30, 26--0.00%
CoreCap Advisors, LLC292Jun 30, 26--0.00%
CVA Family Office, LLC206Jun 30, 26-1970.00%
UBS ASSET MANAGEMENT AMERICAS INC--Jun 30, 26-585--
Virtu Financial LLC--Jun 30, 26-21.48K--
KENNEDY INVESTMENT GROUP--Jun 30, 26-10.62K--
HUNTINGTON NATIONAL BANK--Jun 30, 26-4.50K--
MAI Capital Management--Jun 30, 26-542--
CALTON & ASSOCIATES, INC.--Jun 30, 26-42.64K--
Invesco Ltd.--Jun 30, 26-41.70K--
Advisory Services Network, LLC--Jun 30, 26-4.21K--
Fisher Asset Management, LLC--Jun 30, 26-14.35K--
FIRST TRUST ADVISORS LP--Jun 30, 26-15.42K--
Elevated Capital Advisors, LLC--Jun 30, 26-375--
JONES FINANCIAL COMPANIES LLLP--Jun 30, 26-1--
MACKAY SHIELDS LLC--Jun 30, 26-209.17K--
Leo Wealth, LLC319.28KMar 31, 26+58.23K0.59%
Catalina Capital Group, LLC11.10KMar 31, 26--0.02%
CWM, LLC4.91KMar 31, 26+4.71K0.01%
COMERICA BANK5.37KDec 31, 25+2.47K0.01%
AVANTAX ADVISORY SERVICES, INC.17.67KJun 30, 25+17.67K0.03%
Nuveen Asset Management, LLC35.97KDec 31, 24+22.11K0.07%
RAYMOND JAMES & ASSOCIATES128.88KSep 30, 24+11.81K0.24%
Raymond James Financial Services Advisors, Inc.53.70KSep 30, 24+30.79K0.10%
All Season Financial Advisors, Inc.22.29KSep 30, 24+6.57K0.04%
BlackRock Inc.123.88KJun 30, 24--0.23%
BENJAMIN F. EDWARDS & COMPANY, INC.764Jun 30, 24--0.00%
ADVISOR PARTNERS II, LLC139.31KSep 30, 23+139.31K0.26%
LEO BROKERAGE, LLC144.62KJun 30, 23+6.17K0.27%
Endurance Wealth Management, Inc.1.50KJun 30, 23--0.00%
TRUSTCORE FINANCIAL SERVICES, LLC1.46KDec 31, 22--0.00%
Hightower 6M Holding, LLC67.47KSep 30, 22+46.83K0.12%
American Portfolios Advisors9.00KSep 30, 22--0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC312.48KMar 31, 22+94.21K0.58%
KINGS POINT CAPITAL MANAGEMENT1.17KMar 31, 22--0.00%
6 Meridian43.50KDec 31, 21-4.84K0.08%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV16.70KSep 30, 21+9000.03%
Sonora Investment Management, LLC14.33KSep 30, 21--0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.158.22KDec 31, 19+11.21K0.29%
Advisor Group, Inc.79.52KDec 31, 19+6.90K0.15%
BB&T SECURITIES, LLC35.26KSep 30, 19+1.58K0.07%
NORTHERN CAPITAL MANAGEMENT LLC57.00KDec 31, 18-178.87K0.11%
Edge Advisors, LLC34.95KJun 30, 18--0.06%
NATIONAL PLANNING CORP--Dec 31, 17-63.50K--
IFC Holdings Incorporated/FL--Dec 31, 17-10.37K--
Commonwealth Equity Services, Inc15.83KJun 30, 17+1.35K0.03%
MSI Financial Services Inc87Dec 31, 16-1.09K0.00%
Investors Capital Advisory Services18.07KJun 30, 16+18.07K0.03%
Samson Capital Advisors LLC284.64KSep 30, 15+284.64K0.52%
BAIRD ROBERT W & CO INC /WI/115.69KMar 31, 15+92.55K0.21%
UBS AG64.35KSep 30, 14+3.22K0.12%
STIFEL NICOLAUS & CO INC \MO\88.61KSep 30, 13+4.54K0.16%
First Allied Securities, Inc.2.17KJun 30, 12-8.33K0.00%
NOLLENBERGER CAPITAL PARTNERS INC--Dec 31, 10-146--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC278.21KJun 30, 10+278.21K0.51%

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.