XPND

Institutional Ownership

Top 33 Institutional Holders
HolderSharesDateChange% Held
HighTower Advisors, LLC59.74KSep 30, 26+19.54K5.97%
Cambridge Investment Research Advisors, Inc.35.57KSep 30, 26-1.19K3.56%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27.71KSep 30, 26-1.36K2.77%
Clear Creek Financial Management, LLC18.95KSep 30, 26-7401.89%
Bullseye Investment Management, LLC18.39KSep 30, 26+2611.84%
LPL Financial LLC17.63KSep 30, 26+4051.76%
KESTRA PRIVATE WEALTH SERVICES, LLC8.18KSep 30, 26-1800.82%
HAZLETT, BURT & WATSON, INC.4.20KSep 30, 26--0.42%
HARBOUR INVESTMENTS, INC.1.83KSep 30, 26--0.18%
Colonial Trust Advisors562Sep 30, 26--0.06%
Geneos Wealth Management Inc.394Sep 30, 26-4.50K0.04%
Ashton Thomas Private Wealth, LLC260Sep 30, 26--0.03%
UBS Group AG213Sep 30, 26+630.02%
Concurrent Investment Advisors, LLC--Sep 30, 26-5.85K--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Sep 30, 26-2.87K--
Integrated Wealth Concepts LLC163.63KJun 30, 26-20.55K16.36%
OSAIC HOLDINGS, INC.86.73KJun 30, 26+2.27K8.67%
CITADEL ADVISORS LLC23.44KJun 30, 26+7.96K2.34%
Harvest Investment Services, LLC20.98KJun 30, 26+2592.10%
Sanctuary Advisors, LLC14.48KJun 30, 26+3.90K1.45%
GOLDMAN SACHS GROUP INC13.83KJun 30, 26+13.83K1.38%
ENVESTNET ASSET MANAGEMENT INC13.41KJun 30, 26+2631.34%
FOUNDATIONS INVESTMENT ADVISORS, LLC12.18KJun 30, 26+2.20K1.22%
&PARTNERS10.69KJun 30, 26-1481.07%
Arkadios Wealth Advisors9.87KJun 30, 26+500.99%
Cetera Investment Advisers5.17KJun 30, 26+5.17K0.52%
AE Wealth Management LLC730Jun 30, 26--0.07%
Colonial Trust Advisors562Jun 30, 26+5620.06%
UBS Group AG150Jun 30, 26+1500.02%
WELLS FARGO & COMPANY/MN125Jun 30, 26+1250.01%
MORGAN STANLEY1Jun 30, 26+10.00%
Advisory Services Network, LLC--Jun 30, 26-1.17K--
Brouwer & Janachowski, LLC695.67KSep 30, 21+222.77K69.57%

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.