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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 88 Institutional Holders
HolderSharesDateChange% Held
Noble Wealth Management PBC1.80KSep 30, 26+1000.00%
MORGAN STANLEY4.35MJun 30, 26-62.80K8.38%
Penserra Capital Management LLC1.47MJun 30, 26+56.06K2.83%
WELLS FARGO & COMPANY/MN945.39KJun 30, 26-18.69K1.82%
RAYMOND JAMES FINANCIAL INC742.92KJun 30, 26+55.99K1.43%
Hennion & Walsh Asset Management, Inc.475.97KJun 30, 26+2.01K0.92%
BANK OF AMERICA CORP /DE/440.53KJun 30, 26+13.16K0.85%
COHEN & STEERS, INC.272.99KJun 30, 26--0.53%
STIFEL FINANCIAL CORP261.63KJun 30, 26+12.06K0.50%
ROYAL BANK OF CANADA244.68KJun 30, 26+1.55K0.47%
GUGGENHEIM CAPITAL LLC237.03KJun 30, 26+17.58K0.46%
LPL Financial LLC231.83KJun 30, 26-13.92K0.45%
FIRST TRUST ADVISORS LP193.46KJun 30, 26+11.68K0.37%
JPMORGAN CHASE & CO188.34KJun 30, 26+7.12K0.36%
WILEY BROS.-AINTREE CAPITAL, LLC184.97KJun 30, 26-54.93K0.36%
Rockefeller Capital Management L.P.82.10KJun 30, 26--0.16%
THRIVENT FINANCIAL FOR LUTHERANS81.22KJun 30, 26+8.00K0.16%
Advisors Asset Management, Inc.75.27KJun 30, 26-104.83K0.14%
Invesco Ltd.70.96KJun 30, 26-36.86K0.14%
OPPENHEIMER & CO INC65.58KJun 30, 26+5.96K0.13%
NewEdge Advisors, LLC64.40KJun 30, 26+27.24K0.12%
Cetera Investment Advisers60.76KJun 30, 26+8.38K0.12%
Bramshill Investments, LLC47.41KJun 30, 26+5200.09%
Baird Financial Group, Inc.47.32KJun 30, 26+1.53K0.09%
UBS Group AG37.65KJun 30, 26-270.07%
EVOLVE PRIVATE WEALTH, LLC34.08KJun 30, 26-3.69K0.07%
Steward Partners Investment Advisory, LLC33.30KJun 30, 26+6330.06%
ENVESTNET ASSET MANAGEMENT INC30.53KJun 30, 26+1.34K0.06%
HighTower Advisors, LLC29.00KJun 30, 26+29.00K0.06%
JANE STREET GROUP, LLC28.39KJun 30, 26+28.39K0.05%
Closed-End Fund Advisors, Inc.25.29KJun 30, 26+8220.05%
Concurrent Investment Advisors, LLC24.40KJun 30, 26+1.63K0.05%
Sanctuary Advisors, LLC24.00KJun 30, 26-3.00K0.05%
COFG Advisors, LLC22.46KJun 30, 26+7170.04%
XTX Topco Ltd22.36KJun 30, 26+22.36K0.04%
Centurion Wealth Management LLC21.63KJun 30, 26+800.04%
ADVISOR GROUP HOLDINGS, INC.20.05KJun 30, 26+2.53K0.04%
Shaker Financial Services, LLC19.58KJun 30, 26-131.88K0.04%
COMMONWEALTH EQUITY SERVICES, LLC19.23KJun 30, 26+4.68K0.04%
Private Advisor Group, LLC15.98KJun 30, 26+5060.03%
Global Retirement Partners, LLC15.01KJun 30, 26+15.01K0.03%
WEDBUSH SECURITIES INC14.61KJun 30, 26-8.00K0.03%
SeaCrest Wealth Management, LLC14.53KJun 30, 26-1.05K0.03%
BlackRock, Inc.14.42KJun 30, 26-1270.03%
Mariner, LLC13.40KJun 30, 26-9390.03%
Cambridge Investment Research Advisors, Inc.12.54KJun 30, 26-7810.02%
Sovran Advisors, LLC11.87KJun 30, 26+1.15K0.02%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.11.86KJun 30, 26--0.02%
Merit Financial Group, LLC11.26KJun 30, 26+5140.02%
Focus Financial Network, Inc.10.63KJun 30, 26+10.63K0.02%
TRUIST FINANCIAL CORP10.31KJun 30, 26+230.02%
Allie Family Office LLC10.00KJun 30, 26--0.02%
FIFTH THIRD BANCORP8.36KJun 30, 26+1220.02%
CoreCap Advisors, LLC7.56KJun 30, 26-4400.01%
AdvisorNet Financial, Inc4.52KJun 30, 26--0.01%
Allworth Financial LP4.50KJun 30, 26+2.50K0.01%
Clear Street Group Inc.4.41KJun 30, 26+4.41K0.01%
Pinnacle Wealth Planning Services, Inc.4.31KJun 30, 26+140.01%
WPG Advisers, LLC2.50KJun 30, 26-390.00%
HARBOUR INVESTMENTS, INC.690Jun 30, 26--0.00%
Institute for Wealth Management, LLC.661Jun 30, 26+6610.00%
Osbon Capital Management LLC571Jun 30, 26+340.00%
MERCER GLOBAL ADVISORS INC /ADV238Jun 30, 26+2380.00%
HIGHLINE WEALTH PARTNERS LLC212Jun 30, 26--0.00%
ASSETMARK, INC185Jun 30, 26--0.00%
Decker Retirement Planning Inc.100Jun 30, 26+1000.00%
BESSEMER GROUP INC87Jun 30, 26+870.00%
CITADEL ADVISORS LLC--Jun 30, 26-19.73K--
MAI Capital Management--Jun 30, 26-1.41K--
Advisory Services Network, LLC--Jun 30, 26-1.60K--
SIT INVESTMENT ASSOCIATES INC--Jun 30, 26-214.48K--
Lido Advisors, LLC--Jun 30, 26-10.00K--
READYSTATE ASSET MANAGEMENT LP--Jun 30, 26-45.82K--
JOURNEY STRATEGIC WEALTH LLC24.00KMar 31, 26-4.00K0.05%
Anfield Capital Management, LLC3.91KMar 31, 26--0.01%
CWM, LLC1.83KMar 31, 26-6420.00%
COMERICA BANK10.09KDec 31, 25-1060.02%
CIBC Private Wealth Group, LLC1.80KDec 31, 25--0.00%
WETHERBY ASSET MANAGEMENT INC11.40KSep 30, 25--0.02%
CAROLINAS WEALTH CONSULTING LLC2.37KMar 31, 25--0.00%
RAYMOND JAMES & ASSOCIATES54.91KSep 30, 24-5930.11%
Relative Value Partners Group, LLC--Jun 30, 24-186.63K--
Cetera Advisor Networks LLC13.91KMar 31, 24+13.91K0.03%
ADVISOR PARTNERS II, LLC190.94KSep 30, 23+190.94K0.37%
Ahrens Investment Partners LLC2.93KMar 31, 23+2.93K0.01%
Hightower 6M Holding, LLC53.63KSep 30, 22-15.72K0.10%
PARAMETRIC PORTFOLIO ASSOCIATES LLC497.27KMar 31, 22+497.27K0.96%
NEXT Financial Group, Inc1.24KDec 31, 21--0.00%

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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.