Major holders
Currency in USDTop institutional holders
Holder | Shares | Date reported | % out | Value |
---|
LPL Financial LLC | 723,878 | 31 Mar 2023 | 5.71% | 85,198,488 |
Bank of America Corporation | 564,948 | 31 Mar 2023 | 4.46% | 66,492,856 |
Morgan Stanley | 523,104 | 31 Mar 2023 | 4.13% | 61,567,930 |
Cumberland Advisors | 194,240 | 31 Mar 2023 | 1.53% | 22,861,524 |
UBS Group AG | 175,746 | 31 Mar 2023 | 1.39% | 20,684,830 |
Wells Fargo & Company | 170,991 | 31 Mar 2023 | 1.35% | 20,125,179 |
PNC Financial Services Group, Inc. | 165,438 | 31 Mar 2023 | 1.30% | 19,471,606 |
Goldman Sachs Group Inc | 113,783 | 31 Mar 2023 | 0.90% | 13,391,952 |
Advisor Group Holdings, Inc. | 83,368 | 31 Mar 2023 | 0.66% | 9,812,188 |
Raymond James & Associates, Inc. | 74,116 | 31 Mar 2023 | 0.58% | 8,723,253 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Starboard Investment Tr-Adaptive Alpha Opportunities ETF | 40,191 | 28 Feb 2023 | 0.31% | 4,730,372 |
Ultimus Managers Tr-Q3 All-Weather Sector Rotation Fd | 2,400 | 28 Feb 2023 | 0.02% | 282,473 |