XOCT

Institutional Ownership

Top 49 Institutional Holders
HolderSharesDateChange% Held
Sequent Planning LLC208.56KJun 30, 26-246.05K10.77%
OLD MISSION CAPITAL LLC201.20KJun 30, 26+157.34K10.39%
ENVESTNET ASSET MANAGEMENT INC191.29KJun 30, 26+191.29K9.88%
Cetera Investment Advisers116.79KJun 30, 26+98.69K6.03%
Financial Guidance Group, Inc.85.08KJun 30, 26-5824.39%
Aptus Capital Advisors, LLC85.08KJun 30, 26-5824.39%
Kestra Advisory Services, LLC67.96KJun 30, 26-3.76K3.51%
SECURED RETIREMENT ADVISORS, LLC33.09KJun 30, 26+6611.71%
ADVISOR GROUP HOLDINGS, INC.27.67KJun 30, 26+3.10K1.43%
Diligent Investors, LLC27.02KJun 30, 26-1.02K1.39%
Signal Advisors Wealth, LLC24.47KJun 30, 26+24.47K1.26%
HARBOUR INVESTMENTS, INC.21.42KJun 30, 26-3.70K1.11%
COMMONWEALTH EQUITY SERVICES, LLC20.62KJun 30, 26-9411.06%
MML INVESTORS SERVICES, LLC14.52KJun 30, 26+14.52K0.75%
CreativeOne Wealth, LLC14.38KJun 30, 26+14.38K0.74%
Ignite Planners, LLC14.29KJun 30, 26-1550.74%
Ashton Thomas Private Wealth, LLC13.76KJun 30, 26--0.71%
Atria Investments, Inc12.51KJun 30, 26+12.51K0.65%
Bouchey Financial Group Ltd12.40KJun 30, 26-754.16K0.64%
Van Diest Capital, LLC12.37KJun 30, 26--0.64%
PFS Partners, LLC11.80KJun 30, 26--0.61%
LPL Financial LLC10.01KJun 30, 26+2980.52%
Beacon Financial Advisory LLC9.73KJun 30, 26--0.50%
CROSSPOINT FINANCIAL, LLC9.60KJun 30, 26--0.50%
LVZ, Inc.9.00KJun 30, 26--0.46%
Bullseye Investment Management, LLC8.95KJun 30, 26-5170.46%
Summit Financial, LLC8.25KJun 30, 26+8.25K0.43%
HBK Sorce Advisory LLC7.58KJun 30, 26-1.19K0.39%
AE Wealth Management LLC7.20KJun 30, 26-5140.37%
Arlington Capital Management, Inc.6.93KJun 30, 26-210.36%
Sovran Advisors, LLC6.76KJun 30, 26--0.35%
Envestnet Portfolio Solutions, Inc.6.74KJun 30, 26+6.74K0.35%
JPMORGAN CHASE & CO6.59KJun 30, 26+4.98K0.34%
Gallagher Fiduciary Advisors, LLC6.47KJun 30, 26+6.47K0.33%
Mariner, LLC5.48KJun 30, 26+5.48K0.28%
IMG Wealth Management, Inc.2.84KJun 30, 26--0.15%
DHJJ Financial Advisors, Ltd.2.02KJun 30, 26-1700.10%
Capital Investment Advisory Services, LLC1.45KJun 30, 26+1.45K0.07%
UBS Group AG1.15KJun 30, 26+2060.06%
Steward Partners Investment Advisory, LLC900Jun 30, 26-3000.05%
IFP Advisors, Inc600Jun 30, 26--0.03%
BARCLAYS PLC139Jun 30, 26+1080.01%
Pinnacle Wealth Planning Services, Inc.62Jun 30, 26--0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-31.99K--
Advisory Services Network, LLC--Jun 30, 26-709--
CITADEL ADVISORS LLC--Jun 30, 26-7.65K--
CWM, LLC2.15KMar 31, 26--0.11%
Cetera Advisor Networks LLC21.79KMar 31, 24-1.56K1.13%
Cetera Advisors LLC9.36KMar 31, 24-2190.48%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.