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Institutional Ownership

Top 141 Institutional Holders
HolderSharesDateChange% Held
Worth Asset Management, LLC--Sep 30, 26-21.09K--
RIVERNORTH CAPITAL MANAGEMENT, LLC2.75MJun 30, 26-1.64M4.97%
MORGAN STANLEY2.42MJun 30, 26+528.05K4.37%
GUGGENHEIM CAPITAL LLC1.13MJun 30, 26+13.34K2.05%
Hennion & Walsh Asset Management, Inc.940.07KJun 30, 26+661.03K1.70%
UBS Group AG734.88KJun 30, 26-97.66K1.33%
RAYMOND JAMES FINANCIAL INC715.98KJun 30, 26+149.89K1.29%
SIT INVESTMENT ASSOCIATES INC712.42KJun 30, 26-13.76K1.29%
LPL Financial LLC537.43KJun 30, 26-275.86K0.97%
WELLS FARGO & COMPANY/MN504.07KJun 30, 26+42.27K0.91%
BANK OF AMERICA CORP /DE/497.30KJun 30, 26+269.25K0.90%
NewEdge Advisors, LLC453.00KJun 30, 26+101.89K0.82%
VAN ECK ASSOCIATES CORP368.15KJun 30, 26-81.33K0.67%
Advisors Asset Management, Inc.199.81KJun 30, 26+3600.36%
Baird Financial Group, Inc.168.86KJun 30, 26-5820.31%
Fiera Capital Corp159.85KJun 30, 26-6.12K0.29%
Wealth Alliance Advisory Group, LLC150.43KJun 30, 26+30.36K0.27%
COMMONWEALTH EQUITY SERVICES, LLC147.33KJun 30, 26-2.94K0.27%
JFS WEALTH ADVISORS, LLC145.45KJun 30, 26+1850.26%
Capital Investment Advisors, LLC142.85KJun 30, 26-3.00K0.26%
Steward Partners Investment Advisory, LLC140.48KJun 30, 26--0.25%
Cetera Investment Advisers134.72KJun 30, 26+33.67K0.24%
STIFEL FINANCIAL CORP128.95KJun 30, 26+60.23%
Invesco Ltd.115.42KJun 30, 26-47.41K0.21%
ROYAL BANK OF CANADA110.30KJun 30, 26+24.43K0.20%
Rockefeller Capital Management L.P.93.64KJun 30, 26+51.95K0.17%
IBEX WEALTH ADVISORS90.10KJun 30, 26+8750.16%
Whipplewood Advisors, LLC87.18KJun 30, 26-1.54K0.16%
SEAMOUNT FINANCIAL GROUP INC73.69KJun 30, 26--0.13%
SMITH, MOORE & CO.72.41KJun 30, 26+8280.13%
AMERIPRISE FINANCIAL INC72.38KJun 30, 26+2580.13%
Summit Trail Advisors, LLC69.41KJun 30, 26-2.89K0.13%
Tyche Wealth Partners LLC68.85KJun 30, 26-5810.12%
OPPENHEIMER & CO INC51.83KJun 30, 26+1.73K0.09%
Stratos Wealth Partners, LTD.47.16KJun 30, 26+10.80K0.09%
Concurrent Investment Advisors, LLC40.02KJun 30, 26-3.32K0.07%
Cambridge Investment Research Advisors, Inc.34.66KJun 30, 26-7.94K0.06%
WILEY BROS.-AINTREE CAPITAL, LLC33.56KJun 30, 26+2.24K0.06%
Prospera Financial Services Inc32.82KJun 30, 26+1.83K0.06%
PNC FINANCIAL SERVICES GROUP, INC.32.80KJun 30, 26--0.06%
Nuveen, LLC32.62KJun 30, 26--0.06%
ADVISOR GROUP HOLDINGS, INC.31.36KJun 30, 26+11.18K0.06%
MELFA WEALTH MANAGEMENT, LLC31.34KJun 30, 26-2.20K0.06%
JANE STREET GROUP, LLC25.66KJun 30, 26+1.28K0.05%
PFG Investments, LLC25.55KJun 30, 26-1.05K0.05%
COHEN & STEERS, INC.25.00KJun 30, 26--0.05%
Compass Financial Group, INC/SD24.35KJun 30, 26--0.04%
CITADEL ADVISORS LLC24.06KJun 30, 26+24.06K0.04%
XTX Topco Ltd23.75KJun 30, 26+23.75K0.04%
HARBOUR INVESTMENTS, INC.22.31KJun 30, 26--0.04%
Worth Asset Management, LLC21.09KJun 30, 26+21.09K0.04%
ROTHSCHILD INVESTMENT LLC20.00KJun 30, 26+20.00K0.04%
Penbrook Management LLC20.00KJun 30, 26--0.04%
CHOREO, LLC19.16KJun 30, 26+2.43K0.03%
Wealthcare Advisory Partners LLC18.02KJun 30, 26-3.38K0.03%
HUNTINGTON NATIONAL BANK18.01KJun 30, 26-4.50K0.03%
Madison Park Capital Advisors, LLC17.11KJun 30, 26-28.12K0.03%
Tradewinds Capital Management, LLC15.94KJun 30, 26--0.03%
Institute for Wealth Management, LLC.15.40KJun 30, 26--0.03%
ORLEANS CAPITAL MANAGEMENT CORP/LA14.63KJun 30, 26--0.03%
Lido Advisors, LLC14.57KJun 30, 26--0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP13.88KJun 30, 26+13.88K0.03%
ENVESTNET ASSET MANAGEMENT INC13.86KJun 30, 26+13.86K0.03%
Cresset Asset Management, LLC13.50KJun 30, 26--0.02%
HighTower Advisors, LLC12.87KJun 30, 26+800.02%
ACCREDITED INVESTOR SERVICES, LLC12.57KJun 30, 26+12.57K0.02%
Sanctuary Advisors, LLC12.01KJun 30, 26--0.02%
AlphaCore Capital LLC11.60KJun 30, 26+2200.02%
Vericrest Private Wealth11.31KJun 30, 26--0.02%
Perennial Investment Advisors, LLC11.20KJun 30, 26+410.02%
Merit Financial Group, LLC11.08KJun 30, 26+11.08K0.02%
Mariner, LLC10.40KJun 30, 26+10.40K0.02%
Pensionmark Financial Group, LLC10.12KJun 30, 26-17.15K0.02%
MERCER GLOBAL ADVISORS INC /ADV9.16KJun 30, 26+9.16K0.02%
Global Retirement Partners, LLC7.41KJun 30, 26+7.41K0.01%
Aberdeen Wealth Management LLC4.56KJun 30, 26+4.56K0.01%
Penserra Capital Management LLC4.45KJun 30, 26+2.96K0.01%
TRUST CO OF TOLEDO NA /OH/4.12KJun 30, 26--0.01%
Community Bank, N.A.4.00KJun 30, 26--0.01%
Pinnacle Wealth Planning Services, Inc.3.09KJun 30, 26+6210.01%
IFG Advisory, LLC2.98KJun 30, 26+2.98K0.01%
PRIVATE TRUST CO NA2.54KJun 30, 26--0.00%
Chung Wu Investment Group, LLC2.00KJun 30, 26+2.00K0.00%
CoreCap Advisors, LLC2.00KJun 30, 26+1.70K0.00%
Prestige Wealth Management Group LLC1.84KJun 30, 26--0.00%
JPMORGAN CHASE & CO1.40KJun 30, 26+1.40K0.00%
HIGHLINE WEALTH PARTNERS LLC1.00KJun 30, 26--0.00%
WPG Advisers, LLC857Jun 30, 26+1730.00%
Spire Wealth Management800Jun 30, 26--0.00%
RICHARDSON FINANCIAL SERVICES INC.595Jun 30, 26--0.00%
North Star Investment Management Corp.361Jun 30, 26+70.00%
IFP Advisors, Inc305Jun 30, 26-2810.00%
FIFTH THIRD BANCORP118Jun 30, 26+220.00%
ASSETMARK, INC1Jun 30, 26--0.00%
Rareview Capital LLC--Jun 30, 26-96.14K--
MACKAY SHIELDS LLC--Jun 30, 26-208.81K--
Sowell Financial Services LLC--Jun 30, 26-14.00K--
PIN OAK INVESTMENT ADVISORS INC--Jun 30, 26-1.19K--
FIRST TRUST ADVISORS LP--Jun 30, 26-11.39K--
NCM Capital Management, LLC--Jun 30, 26-11.48K--
Stratos Wealth Advisors, LLC--Jun 30, 26-88.73K--
MAI Capital Management--Jun 30, 26-5.11K--
Advisory Services Network, LLC--Jun 30, 26-3.65K--
ROBINSON CAPITAL MANAGEMENT, LLC--Jun 30, 26-124.98K--
BlackRock, Inc.--Jun 30, 26-761--
Financial Engines Advisors L.L.C.--Jun 30, 26-11.00K--
Concorde Asset Management, LLC--Jun 30, 26-63.97K--
Kestra Advisory Services, LLC--Jun 30, 26-11.59K--
Independent Advisor Alliance--Jun 30, 26-42.55K--
COMERICA BANK72Dec 31, 25+340.00%
FSA Wealth Management LLC850Sep 30, 25--0.00%
Livelsberger Financial Advisory--Sep 30, 25-553--
Nuveen Asset Management, LLC81.35KDec 31, 24+2000.15%
RAYMOND JAMES & ASSOCIATES102.89KSep 30, 24+22.41K0.19%
Planning Capital Management Corp203Sep 30, 24--0.00%
BlackRock Inc.122.15KJun 30, 24--0.22%
BENJAMIN F. EDWARDS & COMPANY, INC.2.82KJun 30, 24-320.01%
Highlander Capital Management, LLC5.77KMar 31, 24--0.01%
Baystate Wealth Management LLC1.51KDec 31, 23+1.51K0.00%
ADVISOR PARTNERS II, LLC118.35KSep 30, 23+118.35K0.21%
Hightower 6M Holding, LLC68.78KSep 30, 22+430.12%
American Portfolios Advisors400Sep 30, 22--0.00%
B. Riley Wealth Management, Inc.11.95KJun 30, 22-5.58K0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC178.78KMar 31, 22+178.78K0.32%
Meristem Family Wealth, LLC13.50KMar 31, 22-2.10K0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV33.05KSep 30, 21+3000.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.66.91KDec 31, 19+15.99K0.12%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX19.35KDec 31, 19+4.07K0.03%
Advisor Group, Inc.3.28KDec 31, 19+1.69K0.01%
BREMER TRUST NATIONAL ASSOCIATION11.45KDec 31, 18--0.02%
Edge Advisors, LLC43.50KJun 30, 18--0.08%
IFC Holdings Incorporated/FL68.76KDec 31, 17-5.77K0.12%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-12.42K--
Commonwealth Equity Services, Inc61.46KJun 30, 17+4210.11%
MSI Financial Services Inc1.05KDec 31, 16+90.00%
VSR Financial Services, Inc.14.35KJun 30, 16+9010.03%
Samson Capital Advisors LLC337.35KSep 30, 15+337.35K0.61%
NEW ENGLAND SECURITIES CORP /MA/141Dec 31, 14--0.00%
UBS AG102.34KSep 30, 14+11.35K0.18%
1919 Investment Counsel, LLC--Sep 30, 14-646--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC221.35KJun 30, 10+221.35K0.40%

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.