YSEP(YSEP)
YSEP
Institutional Ownership
Top 77 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Sterling Manor Financial, LLC | 342.18K | Mar 31, 26 | -41.10K | 7.96% |
| Modern Wealth Management, LLC | 217.77K | Mar 31, 26 | +75.77K | 5.06% |
| US BANCORP \DE\ | 213.88K | Mar 31, 26 | -1.69K | 4.97% |
| COMMONWEALTH EQUITY SERVICES, LLC | 198.02K | Mar 31, 26 | -21.96K | 4.60% |
| RAYMOND JAMES FINANCIAL INC | 137.38K | Mar 31, 26 | -129.52K | 3.19% |
| Cetera Investment Advisers | 113.74K | Mar 31, 26 | +672 | 2.64% |
| SOA Wealth Advisors, LLC. | 90.23K | Mar 31, 26 | -86.20K | 2.10% |
| ADVISOR GROUP HOLDINGS, INC. | 86.27K | Mar 31, 26 | -18.44K | 2.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75.79K | Mar 31, 26 | +59.93K | 1.76% |
| LPL Financial LLC | 74.64K | Mar 31, 26 | -3.92K | 1.74% |
| Cambridge Investment Research Advisors, Inc. | 69.92K | Mar 31, 26 | +8.10K | 1.63% |
| NorthCrest Asset Manangement, LLC | 65.03K | Mar 31, 26 | -12.44K | 1.51% |
| Avantra Family Wealth, Inc. | 56.59K | Mar 31, 26 | +997 | 1.32% |
| Clear Creek Financial Management, LLC | 54.28K | Mar 31, 26 | -78.34K | 1.26% |
| ENVESTNET ASSET MANAGEMENT INC | 46.09K | Mar 31, 26 | +6.97K | 1.07% |
| SILVER OAK SECURITIES, INCORPORATED | 38.11K | Mar 31, 26 | +3.64K | 0.89% |
| Kestra Advisory Services, LLC | 33.46K | Mar 31, 26 | +12.49K | 0.78% |
| OLD MISSION CAPITAL LLC | 32.69K | Mar 31, 26 | +4.73K | 0.76% |
| GOLDMAN SACHS GROUP INC | 32.42K | Mar 31, 26 | +1.36K | 0.75% |
| Noble Wealth Management PBC | 32.24K | Mar 31, 26 | -3.55K | 0.75% |
| HARBOUR INVESTMENTS, INC. | 30.72K | Mar 31, 26 | +12.31K | 0.71% |
| Rockefeller Capital Management L.P. | 29.43K | Mar 31, 26 | -1.13K | 0.68% |
| Ignite Planners, LLC | 28.92K | Mar 31, 26 | -1.03K | 0.67% |
| WEALTHGARDEN F.S. LLC | 24.66K | Mar 31, 26 | -- | 0.57% |
| Sunbelt Securities, Inc. | 23.64K | Mar 31, 26 | -- | 0.55% |
| CI Private Wealth, LLC | 23.23K | Mar 31, 26 | -- | 0.54% |
| Evergreen Wealth Solutions, LLC | 22.61K | Mar 31, 26 | +22.61K | 0.53% |
| Ameritas Investment Partners, Inc. | 22.03K | Mar 31, 26 | -255 | 0.51% |
| Janney Montgomery Scott LLC | 19.74K | Mar 31, 26 | +380 | 0.46% |
| Prospera Financial Services Inc | 18.03K | Mar 31, 26 | -81 | 0.42% |
| PARK AVENUE SECURITIES LLC | 16.66K | Mar 31, 26 | -- | 0.39% |
| Arkadios Wealth Advisors | 16.17K | Mar 31, 26 | -- | 0.38% |
| Five Pine Wealth Management | 15.04K | Mar 31, 26 | -510 | 0.35% |
| Kovack Advisors, Inc. | 14.14K | Mar 31, 26 | +443 | 0.33% |
| MGO ONE SEVEN LLC | 13.74K | Mar 31, 26 | -- | 0.32% |
| Avidian Wealth Solutions, LLC | 12.68K | Mar 31, 26 | -- | 0.29% |
| Diligent Investors, LLC | 12.35K | Mar 31, 26 | -- | 0.29% |
| WINNOW WEALTH LLC | 12.34K | Mar 31, 26 | -1.65K | 0.29% |
| 1776 Wealth LLC | 12.34K | Mar 31, 26 | -- | 0.29% |
| Grantvest Financial Group LLC | 10.04K | Mar 31, 26 | -228 | 0.23% |
| HRT FINANCIAL LP | 9.47K | Mar 31, 26 | +9.47K | 0.22% |
| LEGACY SOLUTIONS, LLC | 8.96K | Mar 31, 26 | -- | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.88K | Mar 31, 26 | +7.88K | 0.18% |
| Anfield Capital Management, LLC | 7.71K | Mar 31, 26 | -- | 0.18% |
| Pinnacle Wealth Planning Services, Inc. | 5.70K | Mar 31, 26 | -- | 0.13% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.50K | Mar 31, 26 | -4.82K | 0.13% |
| DHJJ Financial Advisors, Ltd. | 5.25K | Mar 31, 26 | -- | 0.12% |
| MORGAN STANLEY | 5.00K | Mar 31, 26 | -- | 0.12% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 3.18K | Mar 31, 26 | -511.84K | 0.07% |
| AE Wealth Management LLC | 2.91K | Mar 31, 26 | -- | 0.07% |
| Integrity Financial Corp /WA | 2.88K | Mar 31, 26 | -657 | 0.07% |
| IFP Advisors, Inc | 2.38K | Mar 31, 26 | -- | 0.06% |
| Whipplewood Advisors, LLC | 2.19K | Mar 31, 26 | -32 | 0.05% |
| Steward Partners Investment Advisory, LLC | 1.68K | Mar 31, 26 | -- | 0.04% |
| Sound Income Strategies, LLC | 1.34K | Mar 31, 26 | -- | 0.03% |
| Capital Investment Advisory Services, LLC | 910 | Mar 31, 26 | -112 | 0.02% |
| FIFTH THIRD BANCORP | 791 | Mar 31, 26 | -- | 0.02% |
| Capital Analysts, LLC | 634 | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 520 | Mar 31, 26 | -- | 0.01% |
| GHP Investment Advisors, Inc. | 342 | Mar 31, 26 | +342 | 0.01% |
| Farther Finance Advisors, LLC | 185 | Mar 31, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 5 | Mar 31, 26 | -56 | 0.00% |
| Camelot Portfolios, LLC | -- | Mar 31, 26 | -2.71K | -- |
| JPMORGAN CHASE & CO | -- | Mar 31, 26 | -292 | -- |
| Advisory Services Network, LLC | -- | Mar 31, 26 | -52.31K | -- |
| Merit Financial Group, LLC | -- | Mar 31, 26 | -8.26K | -- |
| Sigma Planning Corp | -- | Mar 31, 26 | -8.48K | -- |
| UBS Group AG | -- | Mar 31, 26 | -260 | -- |
| Larson Financial Group LLC | -- | Mar 31, 26 | -1.22K | -- |
| LM Advisors LLC | 5.46K | Dec 31, 25 | -204.48K | 0.13% |
| AlphaMark Advisors, LLC | 13.41K | Dec 31, 24 | -1.00K | 0.31% |
| Raymond James Financial Services Advisors, Inc. | 121.41K | Sep 30, 24 | +20.28K | 2.82% |
| RAYMOND JAMES & ASSOCIATES | 24.96K | Sep 30, 24 | -221 | 0.58% |
| FinTrust Capital Advisors, LLC | 6.38K | Sep 30, 24 | -- | 0.15% |
| Cetera Advisors LLC | 21.30K | Mar 31, 24 | +21.30K | 0.50% |
| Cetera Advisor Networks LLC | 13.94K | Mar 31, 24 | -2.24K | 0.32% |
| American Portfolios Advisors | 42.44K | Sep 30, 22 | -- | 0.99% |