WPP(WPP)
WPP
Institutional Ownership
Top 263 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 16.68M | Jun 30, 26 | +1.67M | 7.73% |
| BRANDES INVESTMENT PARTNERS, LP | 1.07M | Jun 30, 26 | +171.07K | 0.50% |
| Capricorn Fund Managers Ltd | 676.00K | Jun 30, 26 | +676.00K | 0.31% |
| DIMENSIONAL FUND ADVISORS LP | 556.59K | Jun 30, 26 | -111.28K | 0.26% |
| BOOTHBAY FUND MANAGEMENT, LLC | 450.00K | Jun 30, 26 | +450.00K | 0.21% |
| D. E. Shaw & Co., Inc. | 407.22K | Jun 30, 26 | -138.41K | 0.19% |
| Connor, Clark & Lunn Investment Management Ltd. | 387.13K | Jun 30, 26 | -40.19K | 0.18% |
| BANK OF MONTREAL /CAN/ | 382.53K | Jun 30, 26 | +345.13K | 0.18% |
| ABC ARBITRAGE SA | 291.08K | Jun 30, 26 | +291.08K | 0.13% |
| JANE STREET GROUP, LLC | 249.68K | Jun 30, 26 | +139.43K | 0.12% |
| CITADEL ADVISORS LLC | 214.32K | Jun 30, 26 | -69.08K | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 199.37K | Jun 30, 26 | -260.98K | 0.09% |
| WELLS FARGO & COMPANY/MN | 191.37K | Jun 30, 26 | +3.83K | 0.09% |
| MARSHALL WACE, LLP | 178.06K | Jun 30, 26 | +178.06K | 0.08% |
| ROYAL BANK OF CANADA | 177.76K | Jun 30, 26 | +22.75K | 0.08% |
| OLD MISSION CAPITAL LLC | 155.34K | Jun 30, 26 | +155.34K | 0.07% |
| UBS Group AG | 132.68K | Jun 30, 26 | +68.25K | 0.06% |
| XTX Topco Ltd | 122.96K | Jun 30, 26 | +12.55K | 0.06% |
| BANK OF AMERICA CORP /DE/ | 112.16K | Jun 30, 26 | -2.72K | 0.05% |
| BlackRock, Inc. | 110.78K | Jun 30, 26 | +50.18K | 0.05% |
| Optiver Holding B.V. | 109.79K | Jun 30, 26 | +109.79K | 0.05% |
| NORTHERN TRUST CORP | 108.91K | Jun 30, 26 | +21.94K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 108.59K | Jun 30, 26 | -49.52K | 0.05% |
| Range Financial Group LLC | 99.23K | Jun 30, 26 | +25.45K | 0.05% |
| Transmarket Holdings LP | 96.55K | Jun 30, 26 | +96.55K | 0.04% |
| HARBOR CAPITAL ADVISORS, INC. | 83.62K | Jun 30, 26 | +77.45K | 0.04% |
| HRT FINANCIAL LP | 81.82K | Jun 30, 26 | +81.82K | 0.04% |
| AMERIPRISE FINANCIAL INC | 80.67K | Jun 30, 26 | +1.56K | 0.04% |
| MORGAN STANLEY | 77.22K | Jun 30, 26 | +6.06K | 0.04% |
| GOLDMAN SACHS GROUP INC | 76.01K | Jun 30, 26 | +9.14K | 0.04% |
| LMR Partners LLP | 70.00K | Jun 30, 26 | +70.00K | 0.03% |
| DV EQUITIES, LLC | 67.58K | Jun 30, 26 | +67.58K | 0.03% |
| STIFEL FINANCIAL CORP | 64.54K | Jun 30, 26 | +3.42K | 0.03% |
| Mariner, LLC | 53.45K | Jun 30, 26 | +10.81K | 0.02% |
| HANTZ FINANCIAL SERVICES, INC. | 51.07K | Jun 30, 26 | +2.77K | 0.02% |
| FMR LLC | 48.15K | Jun 30, 26 | -26.53K | 0.02% |
| QUADRANT CAPITAL GROUP LLC | 44.89K | Jun 30, 26 | +42.28K | 0.02% |
| LPL Financial LLC | 37.77K | Jun 30, 26 | -6.46K | 0.02% |
| BAROMETER CAPITAL MANAGEMENT INC. | 36.90K | Jun 30, 26 | +2.50K | 0.02% |
| Trexquant Investment LP | 35.44K | Jun 30, 26 | +35.44K | 0.02% |
| BALYASNY ASSET MANAGEMENT L.P. | 33.91K | Jun 30, 26 | -10.45K | 0.02% |
| Virtu Financial LLC | 31.92K | Jun 30, 26 | +31.92K | 0.01% |
| ASSETMARK, INC | 31.63K | Jun 30, 26 | +14.29K | 0.01% |
| Graham Capital Management, L.P. | 30.66K | Jun 30, 26 | +30.66K | 0.01% |
| Point72 Asset Management, L.P. | 29.60K | Jun 30, 26 | -229.82K | 0.01% |
| SIMPLEX TRADING, LLC | 28.02K | Jun 30, 26 | -10.51K | 0.01% |
| Farringdon Capital, Ltd. | 28.00K | Jun 30, 26 | +28.00K | 0.01% |
| Squarepoint Ops LLC | 26.00K | Jun 30, 26 | +5.93K | 0.01% |
| Engineers Gate Manager LP | 25.87K | Jun 30, 26 | +25.87K | 0.01% |
| Nuveen, LLC | 25.35K | Jun 30, 26 | +25.35K | 0.01% |
| SEI INVESTMENTS CO | 25.08K | Jun 30, 26 | -23.45K | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 24.48K | Jun 30, 26 | +1.44K | 0.01% |
| Advisors Asset Management, Inc. | 19.59K | Jun 30, 26 | +6.81K | 0.01% |
| Callan Family Office, LLC | 19.30K | Jun 30, 26 | +19.30K | 0.01% |
| GROUP ONE TRADING, L.P. | 19.06K | Jun 30, 26 | +1.10K | 0.01% |
| IMC-Chicago, LLC | 19.05K | Jun 30, 26 | +19.05K | 0.01% |
| Legacy Wealth Asset Management, LLC | 18.99K | Jun 30, 26 | +1.15K | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 17.88K | Jun 30, 26 | -30.99K | 0.01% |
| Carolina Wealth Advisors, LLC | 15.45K | Jun 30, 26 | -15 | 0.01% |
| Sanctuary Advisors, LLC | 14.84K | Jun 30, 26 | -1.30K | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14.34K | Jun 30, 26 | +14.34K | 0.01% |
| Creative Planning | 13.81K | Jun 30, 26 | +13.81K | 0.01% |
| NBC SECURITIES, INC. | 13.75K | Jun 30, 26 | +4.77K | 0.01% |
| HighTower Advisors, LLC | 13.20K | Jun 30, 26 | -1.38K | 0.01% |
| Mezzasalma Advisors, LLC | 12.95K | Jun 30, 26 | -207 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.30K | Jun 30, 26 | +12.30K | 0.01% |
| BEACON FINANCIAL GROUP | 11.90K | Jun 30, 26 | +533 | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 11.34K | Jun 30, 26 | +11.34K | 0.01% |
| Atria Investments, Inc | 11.31K | Jun 30, 26 | +112 | 0.01% |
| FOX RUN MANAGEMENT, L.L.C. | 11.05K | Jun 30, 26 | +11.05K | 0.01% |
| Cetera Investment Advisers | 10.81K | Jun 30, 26 | -875 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.72K | Jun 30, 26 | -407 | 0.00% |
| Investors Research Corp | 8.36K | Jun 30, 26 | -175 | 0.00% |
| US BANCORP \DE\ | 7.95K | Jun 30, 26 | -6.43K | 0.00% |
| Russell Investments Group, Ltd. | 6.65K | Jun 30, 26 | +705 | 0.00% |
| Tower Research Capital LLC (TRC) | 5.54K | Jun 30, 26 | +4.65K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.44K | Jun 30, 26 | +5.44K | 0.00% |
| Pavaki Capital Management LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 4.11K | Jun 30, 26 | -515 | 0.00% |
| Steward Partners Investment Advisory, LLC | 2.72K | Jun 30, 26 | +604 | 0.00% |
| Mondrian Investment Partners LTD | 2.35K | Jun 30, 26 | -3.40M | 0.00% |
| SIGNATUREFD, LLC | 2.23K | Jun 30, 26 | +43 | 0.00% |
| SRS Capital Advisors, Inc. | 2.03K | Jun 30, 26 | -26 | 0.00% |
| Farther Finance Advisors, LLC | 1.75K | Jun 30, 26 | +889 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.73K | Jun 30, 26 | +453 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.64K | Jun 30, 26 | +604 | 0.00% |
| Allworth Financial LP | 1.47K | Jun 30, 26 | +148 | 0.00% |
| GAMMA Investing LLC | 1.34K | Jun 30, 26 | +869 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.03K | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.03K | Jun 30, 26 | +300 | 0.00% |
| CVA Family Office, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 783 | Jun 30, 26 | +10 | 0.00% |
| Golden State Equity Partners | 769 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 755 | Jun 30, 26 | -168 | 0.00% |
| Ronald Blue Trust, Inc. | 729 | Jun 30, 26 | -- | 0.00% |
| PARADIGM ASSET MANAGEMENT CO LLC | 723 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 690 | Jun 30, 26 | +183 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 644 | Jun 30, 26 | -9 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 583 | Jun 30, 26 | -- | 0.00% |
| RHUMBLINE ADVISERS | 582 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 531 | Jun 30, 26 | +531 | 0.00% |
| Parallel Advisors, LLC | 529 | Jun 30, 26 | -1.29K | 0.00% |
| New England Capital Financial Advisors LLC | 455 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 419 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 403 | Jun 30, 26 | -143 | 0.00% |
| Pinnacle Bancorp, Inc. | 341 | Jun 30, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 335 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 334 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 268 | Jun 30, 26 | -307 | 0.00% |
| LRI Investments, LLC | 243 | Jun 30, 26 | -- | 0.00% |
| Bare Financial Services, Inc | 241 | Jun 30, 26 | +198 | 0.00% |
| Basecamp Wealth Advisors LLC | 215 | Jun 30, 26 | -3.10K | 0.00% |
| Cape Investment Advisory, Inc. | 174 | Jun 30, 26 | +174 | 0.00% |
| Global Retirement Partners, LLC | 166 | Jun 30, 26 | +166 | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 150 | Jun 30, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 139 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 124 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 107 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 90 | Jun 30, 26 | +90 | 0.00% |
| Roble, Belko & Company, Inc | 86 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 82 | Jun 30, 26 | -3 | 0.00% |
| WELLINGTON-ALTUS USA INC. | 74 | Jun 30, 26 | -- | 0.00% |
| Global Trust Asset Management, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 60 | Jun 30, 26 | +60 | 0.00% |
| Cornerstone Financial Management LLC | 56 | Jun 30, 26 | -- | 0.00% |
| Caitong International Asset Management Co., Ltd | 48 | Jun 30, 26 | +30 | 0.00% |
| IFG Advisory, LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| Ameritas Advisory Services, LLC | 35 | Jun 30, 26 | +35 | 0.00% |
| CITIGROUP INC | 28 | Jun 30, 26 | -819 | 0.00% |
| MCF Advisors LLC | 27 | Jun 30, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 24 | Jun 30, 26 | +2 | 0.00% |
| BOK Financial Private Wealth, Inc. | 12 | Jun 30, 26 | +12 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 12 | Jun 30, 26 | -16 | 0.00% |
| Silver Grove Financial Group, Inc. | 11 | Jun 30, 26 | +11 | 0.00% |
| Keating Financial Advisory Services, Inc. | 10 | Jun 30, 26 | +10 | 0.00% |
| Glen Eagle Advisors, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| IFP Advisors, Inc | 8 | Jun 30, 26 | -151 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 7 | Jun 30, 26 | -18 | 0.00% |
| Larson Financial Group LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| Transamerica Financial Advisors, Inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | -- | Jun 30, 26 | -73 | -- |
| Quantinno Capital Management LP | -- | Jun 30, 26 | -16.54K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -30.69K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -104.10K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -420.00K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -897 | -- |
| Purpose Unlimited Inc. | -- | Jun 30, 26 | -18 | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -- | Jun 30, 26 | -39.17K | -- |
| CEERA INVESTMENTS, LLC | -- | Jun 30, 26 | -13.05K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -545 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -29 | -- |
| Crossmark Global Holdings, Inc. | -- | Jun 30, 26 | -15.42K | -- |
| Aquatic Capital Management LLC | -- | Jun 30, 26 | -75.14K | -- |
| NewEdge Wealth, LLC | -- | Jun 30, 26 | -26.64K | -- |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | -- | Jun 30, 26 | -20.00K | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -17 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -18 | -- |
| Napier Financial, LLC | -- | Jun 30, 26 | -34 | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Jun 30, 26 | -10 | -- |
| K.J. Harrison & Partners Inc | -- | Jun 30, 26 | -40.00K | -- |
| AXQ CAPITAL, LP | -- | Jun 30, 26 | -19.48K | -- |
| Verition Fund Management LLC | -- | Jun 30, 26 | -11.54K | -- |
| MASECO LLP | -- | Jun 30, 26 | -55 | -- |
| Vestmark Advisory Solutions, Inc. | -- | Jun 30, 26 | -21.11K | -- |
| Skopos Labs, Inc. | 16.51K | Mar 31, 26 | +6.12K | 0.01% |
| CWM, LLC | 260 | Mar 31, 26 | -126 | 0.00% |
| MERITAGE PORTFOLIO MANAGEMENT | 10.62K | Dec 31, 25 | -1.84K | 0.00% |
| CIBC Private Wealth Group, LLC | 56 | Dec 31, 25 | +56 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -10 | -- |
| Binnacle Investments Inc | 86 | Sep 30, 25 | -- | 0.00% |
| Cubist Systematic Strategies, LLC | -- | Sep 30, 25 | -30.23K | -- |
| Point72 Hong Kong Ltd | -- | Sep 30, 25 | -300 | -- |
| Semmax Financial Advisors Inc. | 6 | Jun 30, 25 | -22 | 0.00% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -6 | -- |
| Schechter Investment Advisors, LLC | 14.15K | Mar 31, 25 | -7.29K | 0.01% |
| Orion Portfolio Solutions, LLC | 4.36K | Mar 31, 25 | -- | 0.00% |
| Lindbrook Capital, LLC | 829 | Mar 31, 25 | -498 | 0.00% |
| Zions Bancorporation, N.A. | 168 | Dec 31, 24 | -12 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 177.15K | Sep 30, 24 | -6.27K | 0.08% |
| Axiom Advisory, LLC | 10.69K | Sep 30, 24 | +167 | 0.00% |
| First Trust Direct Indexing L.P. | 6.09K | Sep 30, 24 | -1.43K | 0.00% |
| Annapolis Financial Services, LLC | 2 | Sep 30, 24 | +2 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -6.86K | -- |
| Planning Capital Management Corp | -- | Sep 30, 24 | -392 | -- |
| FinTrust Capital Advisors, LLC | -- | Sep 30, 24 | -21 | -- |
| BlackRock Inc. | 634.63K | Jun 30, 24 | +74.58K | 0.29% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 160 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -6.20K | -- |
| Baystate Wealth Management LLC | 3 | Dec 31, 23 | +3 | 0.00% |
| ADVISOR PARTNERS II, LLC | 8.34K | Sep 30, 23 | +437 | 0.00% |
| Column Capital Advisors, LLC | 36 | Sep 30, 23 | -- | 0.00% |
| Steward Financial Group LLC | 34 | Sep 30, 23 | +34 | 0.00% |
| Endurance Wealth Management, Inc. | 65 | Jun 30, 23 | -- | 0.00% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 138 | Mar 31, 23 | +43 | 0.00% |
| American Portfolios Advisors | 1.11K | Sep 30, 22 | -78 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 839 | Sep 30, 22 | +839 | 0.00% |
| FourThought Financial, LLC | 36 | Sep 30, 22 | -- | 0.00% |
| Altium Wealth Management LLC | 9.84K | Jun 30, 22 | -258 | 0.00% |
| ADVISOR PARTNERS LLC | 4.25K | Jun 30, 22 | -1.31K | 0.00% |
| Private Capital Group, LLC | 10 | Jun 30, 22 | -36 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 606.90K | Mar 31, 22 | -37.49K | 0.28% |
| Dixon Hughes Goodman Wealth Advisors LLC | 17 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 1.06K | Dec 31, 21 | +963 | 0.00% |
| NEXT Financial Group, Inc | 370 | Dec 31, 21 | +85 | 0.00% |
| NorthCoast Asset Management LLC | 4.68K | Sep 30, 21 | +15 | 0.00% |
| Berman Capital Advisors, LLC | 284 | Sep 30, 21 | -1 | 0.00% |
| WealthStone, Inc. | 10.98K | Mar 31, 21 | +87 | 0.01% |
| Aperio Group, LLC | 321.71K | Dec 31, 20 | +23.39K | 0.15% |
| OLD MISSION CAPITAL, LLC | 130.46K | Dec 31, 20 | +130.46K | 0.06% |
| Point View Wealth Management, Inc. | 11.84K | Dec 31, 20 | +2.71K | 0.01% |
| Lenox Wealth Management, Inc. | 54 | Jun 30, 20 | -2 | 0.00% |
| TRUEWEALTH LLC | 9 | Jun 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.76K | Dec 31, 19 | +290 | 0.00% |
| Advisor Group, Inc. | 3.27K | Dec 31, 19 | -659 | 0.00% |
| BB&T SECURITIES, LLC | 49.93K | Sep 30, 19 | +4.88K | 0.02% |
| SUNTRUST BANKS INC | 5.25K | Sep 30, 19 | +486 | 0.00% |
| Delphi Private Advisors LLC | 38 | Jun 30, 19 | +38 | 0.00% |
| SANTA BARBARA ASSET MANAGEMENT, LLC | 32.00K | Mar 31, 19 | +1.45K | 0.01% |
| NEXT Financial Holdings | 1.78K | Mar 31, 19 | +1.78K | 0.00% |
| Horizon Kinetics LLC | 4.97K | Dec 31, 18 | -- | 0.00% |
| WealthTrust-Arizona, LLC | 360 | Dec 31, 18 | +12 | 0.00% |
| COMERICA SECURITIES INC | -- | Dec 31, 18 | -2.79K | -- |
| Zions Bancorporation | 257 | Sep 30, 18 | +8 | 0.00% |
| PEAK6 Group LLC | 6.69K | Jun 30, 18 | -8.78K | 0.00% |
| FNY Partners Fund LP | 4.00K | Mar 31, 18 | +4.00K | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 48 | Dec 31, 17 | +48 | 0.00% |
| AMERICAFIRST CAPITAL MANAGEMENT, LLC | -- | Sep 30, 17 | -1.53K | -- |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -409 | -- |
| CAPSTONE ASSET MANAGEMENT CO | 81.29K | Jun 30, 17 | -252 | 0.04% |
| Airain ltd | 9.83K | Jun 30, 17 | +9.83K | 0.00% |
| Virtu KCG Holdings LLC | 5.20K | Jun 30, 17 | +5.20K | 0.00% |
| Commonwealth Equity Services, Inc | 4.23K | Jun 30, 17 | +914 | 0.00% |
| Independent Portfolio Consultants, Inc. | 2.90K | Jun 30, 17 | -1.09K | 0.00% |
| AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1.53K | Jun 30, 17 | +1.53K | 0.00% |
| WFG Advisors, LP | 41 | Jun 30, 17 | -- | 0.00% |
| R&F Capital Advisors LP | 2.00K | Mar 31, 17 | +2.00K | 0.00% |
| Spot Trading L.L.C | -- | Mar 31, 17 | -3.42K | -- |
| Calvert Investment Management, Inc. | 6.09K | Dec 31, 16 | -38 | 0.00% |
| Beach Investment Management, LLC. | 3.51K | Dec 31, 16 | +3.51K | 0.00% |
| Euclid Advisors LLC | 1.77K | Dec 31, 16 | -6.14K | 0.00% |
| MSI Financial Services Inc | 1.40K | Dec 31, 16 | +541 | 0.00% |
| KANALY TRUST CO | 37 | Dec 31, 16 | -- | 0.00% |
| NORTHROAD CAPITAL MANAGEMENT LLC | 12.11K | Sep 30, 16 | -26.90K | 0.01% |
| Nichols Asset Management LLC | 4.79K | Sep 30, 16 | -- | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | 150 | Sep 30, 16 | +150 | 0.00% |
| SOCIETE GENERALE | 4.74K | Jun 30, 16 | +4.74K | 0.00% |
| Lebenthal Holdings,LLC | -- | Jun 30, 16 | -3.44K | -- |
| RUSSELL FRANK CO/ | 10.58K | Mar 31, 16 | +10.58K | 0.00% |
| Apex Capital Management | 9.28K | Mar 31, 16 | +3.18K | 0.00% |
| Hoxton Financial, Inc. | 1.00K | Mar 31, 16 | -- | 0.00% |
| Gupta Wealth Management LLC | 321 | Mar 31, 16 | -47 | 0.00% |
| OFI Advisors LLC | 778 | Sep 30, 15 | +34 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 682.14K | Jun 30, 15 | +8.71K | 0.32% |
| Mariner Wealth Advisors-NYC, LLC | 6 | Mar 31, 15 | +6 | 0.00% |
| Placemark Investments, Inc. | 104.15K | Dec 31, 14 | +328 | 0.05% |
| SHAPIRO ROBERT N | 102 | Dec 31, 14 | -7 | 0.00% |
| UBS AG | 37.74K | Sep 30, 14 | -5.01K | 0.02% |
| 1919 Investment Counsel, LLC | 22.73K | Sep 30, 14 | -435 | 0.01% |
| SEI TRUST CO | 7.11K | Sep 30, 14 | -1.13K | 0.00% |
| Jane Street Holding, LLC | 2.07K | Dec 31, 13 | +2.07K | 0.00% |
| Fiera Capital Inc. | 13.55K | Sep 30, 13 | -8.38K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | 2.51K | Jun 30, 13 | -5.42K | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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