XPND(XPND)
XPND
Institutional Ownership
Top 33 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HighTower Advisors, LLC | 59.74K | Sep 30, 26 | +19.54K | 5.97% |
| Cambridge Investment Research Advisors, Inc. | 35.57K | Sep 30, 26 | -1.19K | 3.56% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27.71K | Sep 30, 26 | -1.36K | 2.77% |
| Clear Creek Financial Management, LLC | 18.95K | Sep 30, 26 | -740 | 1.89% |
| Bullseye Investment Management, LLC | 18.39K | Sep 30, 26 | +261 | 1.84% |
| LPL Financial LLC | 17.63K | Sep 30, 26 | +405 | 1.76% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.18K | Sep 30, 26 | -180 | 0.82% |
| HAZLETT, BURT & WATSON, INC. | 4.20K | Sep 30, 26 | -- | 0.42% |
| HARBOUR INVESTMENTS, INC. | 1.83K | Sep 30, 26 | -- | 0.18% |
| Colonial Trust Advisors | 562 | Sep 30, 26 | -- | 0.06% |
| Geneos Wealth Management Inc. | 394 | Sep 30, 26 | -4.50K | 0.04% |
| Ashton Thomas Private Wealth, LLC | 260 | Sep 30, 26 | -- | 0.03% |
| UBS Group AG | 213 | Sep 30, 26 | +63 | 0.02% |
| Concurrent Investment Advisors, LLC | -- | Sep 30, 26 | -5.85K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -2.87K | -- |
| Integrated Wealth Concepts LLC | 163.63K | Jun 30, 26 | -20.55K | 16.36% |
| OSAIC HOLDINGS, INC. | 86.73K | Jun 30, 26 | +2.27K | 8.67% |
| CITADEL ADVISORS LLC | 23.44K | Jun 30, 26 | +7.96K | 2.34% |
| Harvest Investment Services, LLC | 20.98K | Jun 30, 26 | +259 | 2.10% |
| Sanctuary Advisors, LLC | 14.48K | Jun 30, 26 | +3.90K | 1.45% |
| GOLDMAN SACHS GROUP INC | 13.83K | Jun 30, 26 | +13.83K | 1.38% |
| ENVESTNET ASSET MANAGEMENT INC | 13.41K | Jun 30, 26 | +263 | 1.34% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 12.18K | Jun 30, 26 | +2.20K | 1.22% |
| &PARTNERS | 10.69K | Jun 30, 26 | -148 | 1.07% |
| Arkadios Wealth Advisors | 9.87K | Jun 30, 26 | +50 | 0.99% |
| Cetera Investment Advisers | 5.17K | Jun 30, 26 | +5.17K | 0.52% |
| AE Wealth Management LLC | 730 | Jun 30, 26 | -- | 0.07% |
| Colonial Trust Advisors | 562 | Jun 30, 26 | +562 | 0.06% |
| UBS Group AG | 150 | Jun 30, 26 | +150 | 0.02% |
| WELLS FARGO & COMPANY/MN | 125 | Jun 30, 26 | +125 | 0.01% |
| MORGAN STANLEY | 1 | Jun 30, 26 | +1 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.17K | -- |
| Brouwer & Janachowski, LLC | 695.67K | Sep 30, 21 | +222.77K | 69.57% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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