Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advisors Asset Management 44.88K (0.01%) 5.56K
Increased by +12.39%
Dec 31, 22
2 Alpha Cubed Investments LLC 27.77K (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
3 Morgan Stanley - Brokerage Accounts 20.07K (0.00%) 1.62K
Increased by +8.07%
Dec 31, 22
4 Logan Stone Capital, LLC 19.13K (0.00%) 19.13K
Increased by +100.00%
Dec 31, 22
5 OTA Financial Group LP 14.25K (0.00%) 14.25K
Increased by +100.00%
Dec 31, 22
6 Advisor Group Holdings, Inc. 9.82K (0.00%) 5.87K
Increased by +59.78%
Dec 31, 22
7 Royal Bank of Canada 7.65K (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
8 U.S. Bancorp 6.00K (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
9 UBS Group AG 4.33K (0.00%) 2.22K
Increased by +51.16%
Dec 31, 22
10 PNC Financial Services Group Inc 3.08K (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
11 Northwestern Mutual Wealth Management Co 2.01K (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
12 Bank of America Corp 1.84K (0.00%) -1.01K
Decreased by -54.73%
Dec 31, 22
13 Advisory Services Network, LLC 1.01K (0.00%) 1.01K
Increased by +100.00%
Dec 31, 22
14 BlackRock Inc 608.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
15 Wells Fargo & Co 603.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
16 CWM, LLC duplicate 563.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 22
17 Tower Research Capital LLC 402.00 (0.00%) 298.00
Increased by +74.13%
Dec 31, 22
18 BMO Capital Markets Corp. 300.00 (0.00%) -3.07K
Decreased by -1.02 K%
Dec 31, 22
19 Bank of Montreal 300.00 (0.00%) -3.07K
Decreased by -1.02 K%
Dec 31, 22
20 Goss Wealth Management LLC 240.00 (0.00%) 240.00
Increased by +100.00%
Dec 31, 22

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 QRG QP: Emerging Markets ADR Beta 260.00 (0.00%) 40.00
Increased by +15.38%
Sep 30, 22
2 AAM Emerging Markets Dividend 2022-1 CA 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 16, 23
3 AAM Emerging Markets Dividend 2022-2 CA 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 16, 23
4 AAM Emerging Markets Dividend 2023-1 CA 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 16, 23