← All institutions
Institutional Holdings
HODLOwnership Summary
Institutions Holding
146
Total Shares Held
30,634,936
Total Value Held
$509,013,015
Quarter
2026-06-30
Active Positions
Increased Positions
42
20,423,811 shares
Decreased Positions
34
9,254,088 shares
Held Positions
27
235,202 shares
New Positions
23
721,835 shares
Sold Out Positions
20
1,456,535 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 14,800,670 | $245,839,129 | ▲ +9,101,995 | 0.15% | 2026-06-30 |
| NEOS Investment Management LLC | 5,282,111 | $87,735,864 | ▼ -92,796 | 0.32% | 2026-06-30 |
| Tidal Investments LLC | 2,191,876 | $36,407,061 | ▼ -259,182 | 0.06% | 2026-06-30 |
| Bouchey Financial Group, Ltd. | 983,628 | $16,338,062 | ▲ +26,031 | 1.06% | 2026-06-30 |
| Gradient Investments LLC | 922,374 | $15,320,632 | ▲ +297,606 | 0.21% | 2026-06-30 |
| Berger Financial Group, Inc | 828,848 | $13,767,166 | ▼ -29,676 | 0.70% | 2026-06-30 |
| JANE STREET GROUP, LLC | 733,783 | $12,188,135 | ▲ +645,629 | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 696,070 | $11,561,723 | ▲ +69,685 | 0.02% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 370,590 | $6,155,500 | ▲ +30,200 | 0.00% | 2026-06-30 |
| Farringdon Capital, Ltd. | 296,450 | $4,924,035 | ▲ +35,829 | 2.44% | 2026-06-30 |
| Simplify Asset Management Inc. | 264,427 | $4,392,132 | ▲ +55,276 | 0.06% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 259,853 | $4,316,158 | ▼ -1,217,318 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 246,017 | $4,086,342 | ▲ +48,596 | 0.02% | 2026-06-30 |
| MEITAV INVESTMENT HOUSE LTD | 220,925 | $3,669,564 | New position | 0.02% | 2026-06-30 |
| Quadrature Capital Ltd | 217,049 | $3,605,184 | New position | 0.03% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 179,031 | $2,973,704 | ▼ -37,718 | 0.00% | 2026-06-30 |
| Mattson Financial Services, LLC | 132,660 | $2,409,106 | ▲ +36,317 | 0.50% | 2026-06-30 |
| Qube Research & Technologies Ltd | 118,888 | $1,974,730 | ▲ +44,792 | 0.00% | 2026-06-30 |
| Chicago Partners Investment Group LLC | 106,259 | $1,947,206 | ▲ +17,605 | 0.04% | 2026-06-30 |
| Addison Capital Co | 114,594 | $1,903,406 | ▼ -10,598 | 0.31% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 91,200 | $1,514,832 | ▲ +52,400 | 0.00% | 2026-06-30 |
| Darwin Wealth Management, LLC | 86,092 | $1,429,988 | ▲ +7,712 | 0.39% | 2026-06-30 |
| AXXCESS WEALTH MANAGEMENT, LLC | 86,092 | $1,429,988 | New position | 0.02% | 2026-06-30 |
| Sanctuary Advisors, LLC | 67,383 | $1,119,239 | ▲ +10,313 | 0.01% | 2026-06-30 |
| Accurate Wealth Management, LLC | 53,363 | $964,739 | ▲ +11,518 | 0.09% | 2026-06-30 |
| Ascent Advisors, LLC | 55,647 | $943,773 | New position | 1.09% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 49,154 | $816,450 | ▼ -4,816 | 0.00% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 48,977 | $813,508 | ▲ +5,616 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 42,418 | $704,563 | Unchanged | 0.00% | 2026-06-30 |
| Brookstone Capital Management | 39,669 | $658,902 | ▼ -1,107 | 0.01% | 2026-06-30 |
| Mason & Associates Inc | 38,637 | $641,757 | ▲ +1,212 | 0.10% | 2026-06-30 |
| EAGLE GLOBAL ADVISORS LLC | 38,400 | $637,824 | Unchanged | 0.02% | 2026-06-30 |
| Cambria Investment Management, L.P. | 37,690 | $626,031 | ▲ +1,152 | 0.03% | 2026-06-30 |
| Archer Investment Management, LLC | 37,593 | $624,420 | ▲ +26,449 | 0.21% | 2026-06-30 |
| Syntegra Private Wealth Group, LLC | 36,752 | $610,451 | Unchanged | 0.05% | 2026-06-30 |
| FAS Wealth Partners, Inc. | 33,917 | $563,369 | Unchanged | 0.03% | 2026-06-30 |
| AVALON CAPITAL MANAGEMENT | 33,716 | $560,023 | ▼ -2,986 | 0.13% | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | 27,801 | $461,777 | ▲ +13,773 | 0.01% | 2026-06-30 |
| Csenge Advisory Group | 26,790 | $444,982 | ▼ -319 | 0.02% | 2026-06-30 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 25,770 | $428,040 | ▲ +13,120 | 0.04% | 2026-06-30 |
| Samalin Investment Counsel, LLC | 25,727 | $427,324 | ▲ +208 | 0.13% | 2026-06-30 |
| IRON Financial LLC | 25,505 | $423,639 | ▲ +826 | 0.17% | 2026-06-30 |
| Banco BTG Pactual S.A. | 23,085 | $383,442 | ▼ -9,178 | 0.03% | 2026-06-30 |
| FIRST FOUNDATION ADVISORS | 23,081 | $383,375 | ▲ +636 | 0.01% | 2026-06-30 |
| Financial Partners Group, Inc | 22,325 | $370,820 | ▼ -2,183 | 0.04% | 2026-06-30 |
| CITADEL ADVISORS LLC | 22,100 | $367,081 | ▲ +4,300 | 0.00% | 2026-06-30 |
| KRAEMATON INVESTMENT ADVISORS, INC | 21,713 | $360,653 | ▲ +210 | 0.27% | 2026-06-30 |
| Visionary Wealth Advisors | 19,218 | $319,211 | ▼ -41,468 | 0.01% | 2026-06-30 |
| MADDEN SECURITIES Corp | 18,880 | $313,597 | ▼ -2,200 | 0.09% | 2026-06-30 |
| MISSION WEALTH MANAGEMENT, LP | 18,083 | $300,359 | New position | 0.00% | 2026-06-30 |
| Paladin Wealth, LLC | 17,540 | $291,339 | ▲ +6,009 | 0.17% | 2026-06-30 |
| Marex Group Ltd | 17,482 | $290,376 | New position | 0.00% | 2026-06-30 |
| Tactive Advisors, LLC | 16,628 | $276,191 | New position | 0.07% | 2026-06-30 |
| Invst, LLC | 16,171 | $268,600 | ▲ +200 | 0.03% | 2026-06-30 |
| IEQ CAPITAL, LLC | 16,158 | $268,384 | ▼ -5,842 | 0.00% | 2026-06-30 |
| COOKSON PEIRCE & CO INC | 15,800 | $262,438 | Unchanged | 0.01% | 2026-06-30 |
| Beaumont Financial Advisors, LLC | 15,717 | $261,059 | ▲ +1,129 | 0.02% | 2026-06-30 |
| Firestone Capital Management | 15,469 | $256,940 | ▼ -18,041 | 0.05% | 2026-06-30 |
| Advyzon Investment Management, LLC | 15,254 | $253,369 | ▼ -208 | 0.02% | 2026-06-30 |
| Main Street Financial Solutions, LLC | 15,041 | $249,831 | ▲ +548 | 0.02% | 2026-06-30 |
| EnRich Financial Partners LLC | 14,967 | $248,602 | ▼ -2,277 | 0.06% | 2026-06-30 |
| FLAGSTAR SECURITIES, INC | 14,948 | $248,286 | ▲ +353 | 0.07% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 14,848 | $246,625 | ▲ +2,397 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 14,078 | $233,836 | Unchanged | 0.00% | 2026-06-30 |
| GW HENSSLER & ASSOCIATES LTD | 13,923 | $231,262 | New position | 0.01% | 2026-06-30 |
| Regent Peak Wealth Advisors LLC | 13,762 | $228,587 | New position | 0.04% | 2026-06-30 |
| IAMS WEALTH MANAGEMENT, LLC | 13,714 | $227,790 | ▼ -948 | 0.07% | 2026-06-30 |
| NewEdge Advisors, LLC | 13,416 | $222,840 | ▼ -7,137 | 0.00% | 2026-06-30 |
| Atria Investments, Inc | 12,877 | $213,887 | ▼ -4,077 | 0.00% | 2026-06-30 |
| Hippocratic Financial Advisors, LLC | 12,856 | $213,538 | New position | 0.08% | 2026-06-30 |
| Rede Wealth, LLC | 12,793 | $212,492 | ▲ +854 | 0.07% | 2026-06-30 |
| Bank of New York Mellon Corp | 12,193 | $202,526 | ▼ -12,212 | 0.00% | 2026-06-30 |
| Synergy Asset Management, LLC | 12,004 | $199,386 | Unchanged | 0.02% | 2026-06-30 |
| CIBC Bancorp USA Inc. | 11,067 | $183,823 | ▼ -35,714 | 0.00% | 2026-06-30 |
| Evercore Wealth Management, LLC | 11,000 | $182,710 | Unchanged | 0.00% | 2026-06-30 |
| Maridea Wealth Management LLC | 10,733 | $178,275 | New position | 0.02% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 10,332 | $175,707 | New position | 0.02% | 2026-06-30 |
| Brown Financial Advisors | 10,437 | $173,359 | New position | 0.06% | 2026-06-30 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 10,295 | $171,000 | New position | 0.04% | 2026-06-30 |
| Almanack Investment Partners, LLC. | 10,034 | $166,665 | ▼ -326 | 0.02% | 2026-06-30 |
| Meridian Wealth Management, LLC | 10,030 | $166,598 | Unchanged | 0.01% | 2026-06-30 |
| Pioneer Family Office, LLC | 8,000 | $132,880 | Unchanged | 0.07% | 2026-06-30 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 6,630 | $110,124 | ▲ +250 | 0.03% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 5,000 | $83,050 | ▼ -10,000 | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 3,990 | $66,274 | ▼ -124 | 0.00% | 2026-06-30 |
| Wilkerson Advisory Group LLC | 2,951 | $49,016 | Unchanged | 0.02% | 2026-06-30 |
| Turim 21 Investimentos Ltda. | 2,708 | $44,980 | Unchanged | 0.01% | 2026-06-30 |
| UBS Group AG | 2,486 | $41,292 | New position | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 2,325 | $38,616 | Unchanged | 0.00% | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / DE | 2,208 | $36,675 | Unchanged | 0.01% | 2026-06-30 |
| Bogart Wealth, LLC | 2,057 | $34,167 | ▲ +370 | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 1,957 | $32,506 | New position | 0.00% | 2026-06-30 |
| Cape Investment Advisory, Inc. | 1,463 | $24,300 | New position | 0.01% | 2026-06-30 |
| Larson Financial Group LLC | 1,027 | $17,058 | ▲ +974 | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 1,018 | $16,933 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 1,016 | $16,876 | ▲ +103 | 0.00% | 2026-06-30 |
| Go Invest LLC | 621 | $10,311 | ▲ +18 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 591 | $9,815 | ▲ +255 | 0.00% | 2026-06-30 |
| Newton One Investments LLC | 518 | $8,604 | Unchanged | 0.00% | 2026-06-30 |
| Lavaca Capital LLC | 435 | $7,225 | Unchanged | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 421 | $6,993 | ▼ -25 | 0.00% | 2026-06-30 |
| Elequin Capital, LP | 384 | $6,378 | Unchanged | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 300 | $4,983 | ▼ -2,867 | 0.00% | 2026-06-30 |
| MCGUIRE CAPITAL ADVISORS INC | 296 | $4,917 | ▲ +116 | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 280 | $4,651 | New position | 0.00% | 2026-06-30 |
| WOLFF WIESE MAGANA LLC | 269 | $4,469 | Unchanged | 0.00% | 2026-06-30 |
| ELEVATION WEALTH PARTNERS, LLC | 267 | $4,435 | Unchanged | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 250 | $4,153 | Unchanged | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 240 | $3,986 | ▼ -2,663 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 235 | $3,903 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 160 | $2,658 | New position | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 145 | $2,408 | ▼ -121 | 0.00% | 2026-06-30 |
| Continuum Advisory, LLC | 127 | $2,109 | New position | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 110 | $1,827 | ▼ -7 | 0.00% | 2026-06-30 |
| Accordant Advisory Group Inc | 100 | $1,661 | Unchanged | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 88 | $1,462 | New position | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 76 | $1,262 | Unchanged | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 67 | $1,113 | ▲ +62 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 70 | $1,000 | ▼ -110 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 50 | $831 | ▼ -101 | 0.00% | 2026-06-30 |
| Asset Dedication, LLC | 30 | $499 | Unchanged | 0.00% | 2026-06-30 |
| Philadelphia Investment Partners, LLC | 30 | $498 | Unchanged | 0.00% | 2026-06-30 |
| Harel Insurance Investments & Financial Services Ltd. | 19,463 | $323 | ▼ -140 | 0.00% | 2026-06-30 |
| Strategic Investment Solutions, Inc. /IL | 16 | $266 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 12 | $199 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1 | $12 | Unchanged | 0.00% | 2026-06-30 |
| SYON CAPITAL LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Heck Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NORDEN GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| STANSBERRY ASSET MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Beacon Pointe Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Stratos Wealth Partners, LTD. | 0 | $0 | Sold out | 2026-06-30 | |
| Apollon Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Focus Partners Wealth | 0 | $0 | Sold out | 2026-06-30 | |
| OneDigital Investment Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Lifestyle Asset Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| XTX Topco Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| CLEAR INVESTMENT RESEARCH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HIGHLINE WEALTH PARTNERS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Scarborough Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Destiny Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| JPMORGAN CHASE & CO | 0 | $0 | Sold out | 2026-06-30 | |
| Spire Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| Triumph Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 |