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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — WLKP
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
Invesco Ltd.
4.97M
$110.0M
--
2026-06-30
Energy Income Partners, LLC
1.59M
$35.0M
+7.6K
2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
719.9K
$16.0M
--
2026-06-30
Clearbridge Investments, LLC
633.6K
$14.0M
--
2026-06-30
UBS Group AG
442.2K
$9.0M
-15.6K
2026-06-30
GOLDMAN SACHS GROUP INC
238.4K
$5.0M
+18.7K
2026-06-30
CITIGROUP INC
218.1K
$4.0M
-10.7K
2026-06-30
BANK OF AMERICA CORP /DE/
174.3K
$3.0M
-53.8K
2026-06-30
MORGAN STANLEY
170.3K
$3.0M
-10.2K
2026-06-30
Pathway Financial Advisers, LLC
107.9K
$2.0M
+1.3K
2026-06-30
JPMORGAN CHASE & CO
95.3K
$2.0M
+850
2026-06-30
Gilman Hill Asset Management, LLC
88.3K
$1.0M
+1.1K
2026-06-30
Fractal Investments LLC
80.4K
$1.0M
--
2026-06-30
Advisory Services Network, LLC
63.7K
$1.0M
+18.7K
2026-06-30
LPL Financial LLC
46.5K
$1.0M
+312
2026-06-30
EAGLE GLOBAL ADVISORS LLC
43.9K
--
--
2026-06-30
Samalin Investment Counsel, LLC
42.2K
--
+358
2026-06-30
Pinnacle Holdings, LLC
38.9K
--
--
2026-06-30
HRT FINANCIAL LP
38.1K
--
-6.5K
2026-06-30
ENVESTNET ASSET MANAGEMENT INC
30.1K
--
+9.7K
2026-06-30
Arax Advisory Partners
25.6K
--
--
2026-06-30
CITADEL ADVISORS LLC
24.4K
--
-20.0K
2026-06-30
Hilltop Holdings Inc.
23.8K
--
--
2026-06-30
Apollon Wealth Management, LLC
23.5K
--
+2.4K
2026-06-30
GLENMEDE TRUST CO NA
23.3K
--
-3.0K
2026-06-30
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