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Institutional Ownership

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

Top 123 Institutional Holders
HolderSharesDateChange% Held
Wealthquest Corp3.90MJun 30, 26-760.91K17.09%
ADVISOR GROUP HOLDINGS, INC.1.58MJun 30, 26+280.52K6.94%
CAPTRUST FINANCIAL ADVISORS787.69KJun 30, 26+24.75K3.45%
Grant Street Asset Management, Inc.774.76KJun 30, 26+1.53K3.39%
RAYMOND JAMES FINANCIAL INC685.46KJun 30, 26-18.16K3.00%
NewEdge Advisors, LLC636.78KJun 30, 26+86.16K2.79%
CENTAURUS FINANCIAL, INC.505.21KJun 30, 26+162.41K2.21%
Brookstone Capital Management470.21KJun 30, 26+284.01K2.06%
CRA Financial Services, LLC416.21KJun 30, 26+4031.82%
COMMONWEALTH EQUITY SERVICES, LLC381.13KJun 30, 26+10.94K1.67%
Pitti Group Wealth Management, LLC378.74KJun 30, 26+6.23K1.66%
D.B. Root & Company, LLC343.19KJun 30, 26+22.19K1.50%
MML INVESTORS SERVICES, LLC270.81KJun 30, 26+30.26K1.19%
Cetera Investment Advisers250.62KJun 30, 26-51.91K1.10%
Bullseye Investment Management, LLC247.71KJun 30, 26+10.38K1.09%
ENVESTNET ASSET MANAGEMENT INC246.81KJun 30, 26+14.13K1.08%
Sigma Planning Corp235.38KJun 30, 26+22.52K1.03%
Foundations Investment Advisors, LLC221.61KJun 30, 26+43.68K0.97%
TRUIST FINANCIAL CORP184.06KJun 30, 26+10.55K0.81%
Sovran Advisors, LLC183.03KJun 30, 26+153.85K0.80%
Gallagher Fiduciary Advisors, LLC180.33KJun 30, 26-7710.79%
AXXCESS WEALTH MANAGEMENT, LLC175.78KJun 30, 26+157.69K0.77%
Atria Investments, Inc158.57KJun 30, 26-4.81K0.69%
Beacon Pointe Advisors, LLC158.29KJun 30, 26+1.16K0.69%
Pallas Capital Advisors LLC155.18KJun 30, 26-2.50K0.68%
Triumph Capital Management139.15KJun 30, 26-4.90K0.61%
Comprehensive Financial Consultants Institutional, Inc.136.37KJun 30, 26+4.12K0.60%
SAGESPRING WEALTH PARTNERS, LLC108.94KJun 30, 26+8.05K0.48%
Macco Financial Group, Inc.103.13KJun 30, 26-6.05K0.45%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors93.98KJun 30, 26-48.93K0.41%
MTM FINANCIAL GROUP, LLC90.91KJun 30, 26+4110.40%
Gladstone Institutional Advisory LLC90.06KJun 30, 26-40.39K0.39%
KFG WEALTH MANAGEMENT, LLC79.25KJun 30, 26+42.18K0.35%
CreativeOne Wealth, LLC68.49KJun 30, 26+45.64K0.30%
Belpointe Asset Management LLC61.06KJun 30, 26-2.93K0.27%
Advisory Services Network, LLC58.49KJun 30, 26+16.46K0.26%
Ausdal Financial Partners, Inc.57.05KJun 30, 26-19.74K0.25%
Mutual Advisors, LLC46.29KJun 30, 26+46.29K0.20%
Insight Wealth Partners, LLC45.28KJun 30, 26-4.04K0.20%
Schulz Wealth, LTD.43.94KJun 30, 26+43.94K0.19%
Sugar Maple Asset Management, LLC43.55KJun 30, 26--0.19%
HOLLENCREST CAPITAL MANAGEMENT41.31KJun 30, 26-1.19M0.18%
Claro Advisors LLC38.15KJun 30, 26-8.78K0.17%
SMART Wealth LLC37.19KJun 30, 26-23.83K0.16%
SECURED RETIREMENT ADVISORS, LLC37.02KJun 30, 26-6220.16%
LPL Financial LLC36.60KJun 30, 26-4.20K0.16%
Cambridge Investment Research Advisors, Inc.35.09KJun 30, 26+6.76K0.15%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV34.43KJun 30, 26-2000.15%
PlanVest Financial, Inc31.71KJun 30, 26+3380.14%
Kingsview Wealth Management, LLC29.72KJun 30, 26-6.88K0.13%
INDEPENDENT FINANCIAL GROUP, LLC29.47KJun 30, 26-45.99K0.13%
KESTRA PRIVATE WEALTH SERVICES, LLC26.42KJun 30, 26-3.42K0.12%
Ameritas Advisory Services, LLC26.05KJun 30, 26+4.65K0.11%
Addison Capital Co25.44KJun 30, 26+2790.11%
Tanglewood Legacy Advisors, LLC24.77KJun 30, 26--0.11%
Summit Wealth Partners, LLC24.70KJun 30, 26+8.77K0.11%
Nest Investments, LLC24.55KJun 30, 26+5410.11%
DIVERSIFY WEALTH MANAGEMENT, LLC20.89KJun 30, 26-1.55K0.09%
Diversify Advisory Services, LLC20.89KJun 30, 26+20.89K0.09%
NewEdge Wealth, LLC20.35KJun 30, 26-1.53K0.09%
Resources Investment Advisors, LLC.19.83KJun 30, 26+12.04K0.09%
Stratos Wealth Advisors, LLC19.44KJun 30, 26+3.12K0.09%
Ballast Rock Private Wealth LLC19.14KJun 30, 26+4360.08%
Kestra Advisory Services, LLC18.01KJun 30, 26-1.45K0.08%
CRUX WEALTH ADVISORS17.81KJun 30, 26+2.26K0.08%
N.E.W. Advisory Services LLC16.95KJun 30, 26+16.95K0.07%
AE Wealth Management LLC16.89KJun 30, 26+1350.07%
October Effect Ltd16.62KJun 30, 26-10.38K0.07%
Keating Financial Advisory Services, Inc.16.51KJun 30, 26+7910.07%
CoreCap Advisors, LLC14.89KJun 30, 26+2.80K0.07%
Trek Financial, LLC13.91KJun 30, 26+7.55K0.06%
HARBOUR INVESTMENTS, INC.12.49KJun 30, 26-2.96K0.05%
GWN SECURITIES INC.11.77KJun 30, 26+11.77K0.05%
CENTRAL VALLEY ADVISORS, LLC10.35KJun 30, 26-426.81K0.05%
SILVER OAK SECURITIES, INCORPORATED10.13KJun 30, 26-2580.04%
Share Andrew L.9.93KJun 30, 26--0.04%
Vantage Point Financial LLC9.81KJun 30, 26--0.04%
BFI Wealth Solutions, LLC9.69KJun 30, 26+9.69K0.04%
Range Financial Group LLC9.46KJun 30, 26-12.60K0.04%
IHT Wealth Management, LLC8.54KJun 30, 26+1690.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.8.31KJun 30, 26-4300.04%
Garden State Investment Advisory Services LLC8.30KJun 30, 26-7000.04%
Virtue Capital Management, LLC8.16KJun 30, 26--0.04%
CALTON & ASSOCIATES, INC.8.12KJun 30, 26+7260.04%
Vistica Wealth Advisors, LLC7.90KJun 30, 26--0.03%
DAYMARK WEALTH PARTNERS, LLC7.50KJun 30, 26--0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC7.47KJun 30, 26+7.47K0.03%
RED CRANE WEALTH MANAGEMENT, LLC7.14KJun 30, 26--0.03%
BECK CAPITAL MANAGEMENT, LLC6.45KJun 30, 26+6.45K0.03%
Steward Partners Investment Advisory, LLC6.34KJun 30, 26-1.89K0.03%
CARY STREET PARTNERS FINANCIAL LLC6.12KJun 30, 26-1500.03%
ATX Financial Planning, LLC6.03KJun 30, 26-4.45K0.03%
CASTLE WEALTH MANAGEMENT LLC5.95KJun 30, 26+5.95K0.03%
Capital Investment Advisory Services, LLC5.92KJun 30, 26+4460.03%
IFP Advisors, Inc5.71KJun 30, 26+650.03%
Capital Analysts, LLC5.63KJun 30, 26+5.63K0.02%
WealthShield Partners, LLC3.40KJun 30, 26--0.01%
Keystone Financial Group, Inc.2.00KJun 30, 26-1.29K0.01%
Farther Finance Advisors, LLC2.00KJun 30, 26-22.75K0.01%
FIDUCIARY FINANCIAL ADVISORS1.10KJun 30, 26+1.10K0.00%
Caitlin John, LLC951Jun 30, 26-860.00%
UBS ASSET MANAGEMENT AMERICAS INC422Jun 30, 26--0.00%
HUNTINGTON NATIONAL BANK113Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN37Jun 30, 26-3630.00%
JPMORGAN CHASE & CO2Jun 30, 26-2.24K0.00%
BALLAST ADVISORS LLC--Jun 30, 26-39--
MORGAN STANLEY--Jun 30, 26-224--
JANE STREET GROUP, LLC--Jun 30, 26-50.07K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-438.24K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-2.91K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-14.33K--
OLD MISSION CAPITAL LLC--Jun 30, 26-4.38M--
Private Advisor Group, LLC--Jun 30, 26-6.28K--
CITADEL ADVISORS LLC--Jun 30, 26-11.54K--
Arlington Capital Management, Inc.--Jun 30, 26-7.78K--
Ronald Blue Trust, Inc.--Jun 30, 26-2.68K--
Vantage Financial Partners, LLC22.39KDec 31, 25+5870.10%
Motiv8 Investments LLC9.50KDec 31, 25-2.70K0.04%
Stuart Chaussee & Associates, Inc.18.05KSep 30, 25+18.05K0.08%
OLIVER LAGORE VANVALIN INVESTMENT GROUP9.03KJun 30, 25+9.03K0.04%
Raymond James Financial Services Advisors, Inc.179.32KSep 30, 24+108.93K0.79%
RAYMOND JAMES & ASSOCIATES95.80KSep 30, 24+76.00K0.42%

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