XSEP(XSEP)
XSEP
Institutional Ownership
Top 82 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 296.86K | Jun 30, 26 | -13.86K | 9.88% |
| ENVESTNET ASSET MANAGEMENT INC | 295.40K | Jun 30, 26 | +75.05K | 9.83% |
| ADVISOR GROUP HOLDINGS, INC. | 234.86K | Jun 30, 26 | -10.77K | 7.82% |
| Cetera Investment Advisers | 194.45K | Jun 30, 26 | +31.54K | 6.47% |
| Kestra Advisory Services, LLC | 171.03K | Jun 30, 26 | -6.72K | 5.69% |
| MML INVESTORS SERVICES, LLC | 149.25K | Jun 30, 26 | +72.19K | 4.97% |
| LPL Financial LLC | 54.91K | Jun 30, 26 | -4.50K | 1.83% |
| KRAEMATON INVESTMENT ADVISORS, INC | 41.42K | Jun 30, 26 | -6.38K | 1.38% |
| Mariner, LLC | 36.84K | Jun 30, 26 | -4.29K | 1.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.61K | Jun 30, 26 | +10.75K | 0.92% |
| Noble Wealth Management PBC | 24.93K | Jun 30, 26 | -7.07K | 0.83% |
| Signal Advisors Wealth, LLC | 23.99K | Jun 30, 26 | +10.63K | 0.80% |
| Mutual Advisors, LLC | 19.83K | Jun 30, 26 | -710 | 0.66% |
| Diligent Investors, LLC | 19.50K | Jun 30, 26 | -5 | 0.65% |
| CITADEL ADVISORS LLC | 18.05K | Jun 30, 26 | -77 | 0.60% |
| Blackhawk Capital Partners LLC. | 17.47K | Jun 30, 26 | -- | 0.58% |
| VestGen Advisors, LLC | 16.77K | Jun 30, 26 | +6.57K | 0.56% |
| Hanlon Investment Management, Inc. | 16.77K | Jun 30, 26 | +5.84K | 0.56% |
| Millington Financial Advisors, LLC | 16.49K | Jun 30, 26 | -28 | 0.55% |
| Holistic Planning, LLC | 16.39K | Jun 30, 26 | -2.41K | 0.55% |
| Benson Wealth Management INC | 15.85K | Jun 30, 26 | -17 | 0.53% |
| CreativeOne Wealth, LLC | 14.46K | Jun 30, 26 | +3.78K | 0.48% |
| Atria Investments, Inc | 14.07K | Jun 30, 26 | +8.08K | 0.47% |
| SILVER OAK SECURITIES, INCORPORATED | 13.37K | Jun 30, 26 | -200 | 0.44% |
| First Heartland Consultants, Inc. | 13.08K | Jun 30, 26 | -980 | 0.44% |
| Cambridge Investment Research Advisors, Inc. | 12.54K | Jun 30, 26 | -- | 0.42% |
| Sequent Planning LLC | 12.35K | Jun 30, 26 | -1.78K | 0.41% |
| Waverly Advisors, LLC | 11.95K | Jun 30, 26 | -- | 0.40% |
| AMERIPRISE FINANCIAL INC | 10.91K | Jun 30, 26 | -- | 0.36% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10.84K | Jun 30, 26 | -50 | 0.36% |
| SageGuard Financial Group, LLC | 10.08K | Jun 30, 26 | -220 | 0.34% |
| Diversify Advisory Services, LLC | 9.22K | Jun 30, 26 | +9.22K | 0.31% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.22K | Jun 30, 26 | -- | 0.31% |
| Aptus Capital Advisors, LLC | 8.20K | Jun 30, 26 | -- | 0.27% |
| Financial Guidance Group, Inc. | 8.20K | Jun 30, 26 | -- | 0.27% |
| Summit Financial, LLC | 8.15K | Jun 30, 26 | +8.15K | 0.27% |
| PFS Partners, LLC | 7.35K | Jun 30, 26 | -- | 0.24% |
| QTR Family Wealth, LLC | 6.95K | Jun 30, 26 | -- | 0.23% |
| Brookstone Capital Management | 6.89K | Jun 30, 26 | -268 | 0.23% |
| Wood Tarver Financial Group, LLC | 6.77K | Jun 30, 26 | -508 | 0.23% |
| IMG Wealth Management, Inc. | 6.75K | Jun 30, 26 | -- | 0.22% |
| Integrated Advisors Network LLC | 6.73K | Jun 30, 26 | -- | 0.22% |
| Envestnet Portfolio Solutions, Inc. | 6.60K | Jun 30, 26 | +6.60K | 0.22% |
| IFP Advisors, Inc | 6.50K | Jun 30, 26 | -- | 0.22% |
| Chris Bulman Inc | 6.39K | Jun 30, 26 | -305 | 0.21% |
| Gallagher Fiduciary Advisors, LLC | 6.35K | Jun 30, 26 | +6.35K | 0.21% |
| CI Private Wealth, LLC | 6.20K | Jun 30, 26 | -- | 0.21% |
| CROSSPOINT FINANCIAL, LLC | 6.10K | Jun 30, 26 | -1.56K | 0.20% |
| WEALTHGARDEN F.S. LLC | 5.96K | Jun 30, 26 | -- | 0.20% |
| Simplicity Wealth,LLC | 5.74K | Jun 30, 26 | -- | 0.19% |
| HARBOUR INVESTMENTS, INC. | 5.55K | Jun 30, 26 | -302 | 0.18% |
| Octavia Wealth Advisors, LLC | 5.00K | Jun 30, 26 | -- | 0.17% |
| HBK Sorce Advisory LLC | 4.94K | Jun 30, 26 | -- | 0.16% |
| Grant Street Asset Management, Inc. | 4.94K | Jun 30, 26 | -- | 0.16% |
| HRT FINANCIAL LP | 4.94K | Jun 30, 26 | +4.94K | 0.16% |
| Cambridge Advisors Inc. | 4.78K | Jun 30, 26 | +4.78K | 0.16% |
| Integrity Financial Corp /WA | 4.71K | Jun 30, 26 | -568 | 0.16% |
| LifeWealth Investments, LLC | 4.58K | Jun 30, 26 | +4.58K | 0.15% |
| BARCLAYS PLC | 4.47K | Jun 30, 26 | +553 | 0.15% |
| Global Retirement Partners, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.09% |
| Ashton Thomas Private Wealth, LLC | 2.41K | Jun 30, 26 | -- | 0.08% |
| DHJJ Financial Advisors, Ltd. | 2.25K | Jun 30, 26 | -- | 0.07% |
| Farther Finance Advisors, LLC | 2.20K | Jun 30, 26 | +2.20K | 0.07% |
| Capital Investment Advisory Services, LLC | 1.54K | Jun 30, 26 | +943 | 0.05% |
| Steward Partners Investment Advisory, LLC | 1.20K | Jun 30, 26 | -- | 0.04% |
| AE Wealth Management LLC | 1.11K | Jun 30, 26 | -- | 0.04% |
| UBS Group AG | 512 | Jun 30, 26 | -148 | 0.02% |
| GHP Investment Advisors, Inc. | 461 | Jun 30, 26 | -- | 0.02% |
| Smartleaf Asset Management LLC | 405 | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 40 | Jun 30, 26 | -- | 0.00% |
| REAP Financial Group, LLC | -- | Jun 30, 26 | -497 | -- |
| Clear Point Advisors Inc. | -- | Jun 30, 26 | -21.64K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -10.39K | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -5.64K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -9.41K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.10K | -- |
| BRASS TAX WEALTH MANAGEMENT, INC | 12.09K | Sep 30, 25 | -88 | 0.40% |
| Bison Wealth, LLC | 9.39K | Dec 31, 24 | -290 | 0.31% |
| CEDRUS LLC | 18.03K | Sep 30, 24 | +18.03K | 0.60% |
| Cetera Advisors LLC | 48.82K | Mar 31, 24 | -36.13K | 1.62% |
| Cetera Advisor Networks LLC | 16.31K | Mar 31, 24 | +2.08K | 0.54% |
| WEALTHSOURCE PARTNERS, LLC | 13.12K | Dec 31, 23 | -- | 0.44% |