Stock
SPHD
| Ownership Count: | 816 |
| Ownership Count: | 816 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.05% |
Added 18.37%
|
2,278,767 | $110,087,000.0 |
| MORGAN STANLEY | 0.01% |
Reduced 2.94%
|
1,952,298 | $98,727,000.0 |
| Royal Bank of Canada | 0.03% |
Added 1.51%
|
1,101,713 | $53,224,000.0 |
| Financial Engines Advisors L.L.C. | 0.1% |
Reduced 2.15%
|
995,260 | $48,081,000.0 |
| BCM ADVISORS, LLC | 14.48% |
No Change
|
887,895 | $39,094,000.0 |
| AMERIPRISE FINANCIAL INC | 0.01% |
Added 20.68%
|
697,508 | $33,695,000.0 |
| FMR LLC | 0.0% |
Reduced 10.18%
|
671,027 | $32,417,000.0 |
| FRANKLIN RESOURCES INC | 0.01% |
Reduced 2.23%
|
659,614 | $31,865,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
600,021 | $28,987,000.0 |
| PRUDENTIAL PLC | 0.48% |
Added 169.05%
|
591,900 | $26,126,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 0.00%
|
542,978 | $26,231,000.0 |
| UBS Group AG | 0.01% |
Reduced 7.22%
|
531,387 | $25,671,000.0 |
| STA Wealth Management, LLC | 0.96% |
Added 0.03%
|
435,645 | $21,046,000.0 |
| BARINGS LLC | 0.55% |
Reduced 0.75%
|
426,563 | $20,607,000.0 |
| STIFEL FINANCIAL CORP | 0.03% |
Added 244.24%
|
408,115 | $19,715,000.0 |