|
Institutional
Holders
Total
Institutions:
|
513 19 |
|
Total
shares held :
|
199,833,643 |
|
% of shares
held :
|
22.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
2,382,560 |
|
% of shares
held change :
|
0.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$33.66 |
|
Last
Quarter's Ending
Price :
|
$37.22 |
|
Last
Quarter's Average
Price :
|
$34.42 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.46 (15.86%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MERCER GLOBAL ADVISORS INC /ADV |
6 |
- |
2024-03-31 |
25,793,306 |
$1,054,946,000 |
5,639,625 |
|
ENVESTNET ASSET MANAGEMENT INC |
49 |
- |
2024-03-31 |
24,008,758 |
$981,958,000 |
4,399,773 |
|
SAVANT CAPITAL MANAGEMENT INC |
2 |
- |
2024-03-31 |
16,583,503 |
$678,265,000 |
311,712 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
3 |
- |
2024-03-31 |
14,506,375 |
$593,311,000 |
138,777 |
|
CI Private Wealth LLC |
24 |
- |
2024-03-31 |
10,966,838 |
$448,544,000 |
-95,873 |
|
Index Fund Advisors Inc. |
4 |
- |
2024-03-31 |
6,690,245 |
$273,631,000 |
-103,812 |
|
Plancorp LLC |
3 |
- |
2024-03-31 |
6,651,940 |
$272,064,000 |
-130,733 |
|
NORTHERN TRUST CORP |
382 |
- |
2024-03-31 |
5,981,099 |
$244,627,000 |
149,722 |
|
HIGHTOWER ADVISORS, LLC |
59 |
- |
2024-03-31 |
4,950,363 |
$202,472,000 |
4,507,199 |
|
CREATIVE PLANNING |
60 |
- |
2024-03-31 |
4,173,439 |
$170,694,000 |
-78,877 |
|
RESOURCE CONSULTING GROUP INC |
1 |
- |
2023-12-31 |
4,566,496 |
$169,965,000 |
-31,816 |
|
Buckingham Strategic Partners |
6 |
- |
2024-03-31 |
3,446,126 |
$140,947,000 |
1,849,345 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
57 |
- |
2024-03-31 |
3,306,152 |
$135,222,000 |
-186,520 |
|
HPM Partners LLC |
78 |
- |
2024-03-31 |
2,471,525 |
$101,085,000 |
37,767 |
|
MODERA WEALTH MANAGEMENT, LLC |
14 |
- |
2024-03-31 |
2,440,025 |
$99,797,000 |
-11,870 |
|
Equius Partners Inc. |
1 |
- |
2022-12-31 |
2,969,692 |
$99,425,000 |
-58,899 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
8 |
- |
2024-03-31 |
2,135,636 |
$87,347,000 |
70,350 |
|
ML & R WEALTH MANAGEMENT LLC |
2 |
- |
2024-03-31 |
2,121,390 |
$86,765,000 |
-119,986 |
|
TCI Wealth Advisors Inc. |
3 |
- |
2024-03-31 |
2,120,588 |
$86,732,000 |
38,943 |
|
TRUEPOINT, INC. |
14 |
- |
2024-03-31 |
1,935,135 |
$79,147,000 |
-80,090 |
|
Trust Co of the South |
2 |
- |
2024-03-31 |
1,874,459 |
$76,666,000 |
-61,897 |
|
RSM US WEALTH MANAGEMENT LLC |
8 |
- |
2024-03-31 |
1,870,636 |
$76,509,000 |
26,217 |
|
JACKSON THORNTON ASSET MANAGEMENT LLC |
3 |
- |
2024-03-31 |
1,572,178 |
$64,302,000 |
-9,059 |
|
Pathstone Holdings LLC |
54 |
- |
2024-03-31 |
1,495,316 |
$61,158,000 |
-14,011 |
|
Foster Group Inc. |
9 |
- |
2024-03-31 |
1,483,831 |
$60,689,000 |
-21,945 |
|
Forum Financial Management LP |
13 |
- |
2024-03-31 |
1,401,536 |
$57,323,000 |
-40,531 |
|
Beaird Harris Wealth Management LLC |
4 |
- |
2024-03-31 |
1,338,540 |
$54,746,000 |
-8,344 |
|
Evanson Asset Management LLC |
9 |
- |
2024-03-31 |
1,310,254 |
$53,589,000 |
630 |
|
RW Investment Management LLC |
6 |
- |
2024-03-31 |
1,301,283 |
$53,222,000 |
0 |
|
Beacon Pointe Advisors LLC |
38 |
- |
2024-03-31 |
1,186,006 |
$48,508,000 |
804,590 |
|
Team Hewins LLC |
4 |
- |
2024-03-31 |
1,153,940 |
$47,196,000 |
-11,173 |
|
Symmetry Partner LLC |
3 |
- |
2024-03-31 |
1,086,644 |
$44,444,000 |
-231,990 |
|
LPL FINANCIAL CORP |
584 |
- |
2024-03-31 |
1,068,518 |
$43,702,000 |
-74,217 |
|
Willow Creek Wealth Management Inc. |
4 |
- |
2023-12-31 |
1,141,212 |
$42,476,000 |
-30,530 |
|
Schoolcraft Capital LLC |
2 |
- |
2024-03-31 |
1,020,146 |
$41,724,000 |
-27,396 |
|
Heritage Investment Group Inc. |
4 |
- |
2024-03-31 |
1,012,759 |
$41,422,000 |
-9,324 |
|
TFC Financial Management |
3 |
- |
2024-03-31 |
999,904 |
$40,896,000 |
-38,167 |
|
PATHSTONE FAMILY OFFICE, LLC |
51 |
- |
2023-09-30 |
1,159,533 |
$39,447,000 |
-219,587 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
316 |
- |
2024-03-31 |
928,871 |
$37,991,000 |
59,211 |
|
AMERICAN INVESTMENT SERVICES INC. |
2 |
- |
2024-03-31 |
923,211 |
$37,759,000 |
-11,635 |
|
Wescott Financial Advisory Group LLC |
4 |
- |
2024-03-31 |
908,241 |
$37,147,000 |
-66,072 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
980,556 |
$36,496,000 |
287,128 |
|
SAX WEALTH ADVISORS LLC |
8 |
- |
2024-03-31 |
846,892 |
$34,638,000 |
70,106 |
|
DIXON FNANCIAL SERVICES INC. |
3 |
- |
2024-03-31 |
796,371 |
$32,572,000 |
-7,340 |
|
Efficient Frontier Advisors LLC |
1 |
- |
2024-03-31 |
792,463 |
$32,412,000 |
14,252 |
|
Tillman Hartley LLC |
2 |
- |
2024-03-31 |
779,632 |
$31,887,000 |
-6,658 |
|
KEB ASSET MANAGEMENT LLC |
4 |
- |
2024-03-31 |
768,445 |
$31,429,000 |
-428 |
|
Planning Center Inc. |
6 |
- |
2024-03-31 |
767,437 |
$31,388,000 |
-33,436 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
362 |
- |
2024-03-31 |
754,839 |
$30,873,000 |
22,185 |
|
CARDIFF PARK ADVISORS LLC |
5 |
- |
2024-03-31 |
750,819 |
$30,709,000 |
-3,926 |
|
STONNINGTON GROUP LLC |
1 |
- |
2023-03-31 |
900,470 |
$30,481,000 |
-80,000 |
|
Wealth Architects LLC |
7 |
- |
2024-03-31 |
727,532 |
$29,756,000 |
-7,745 |
|
McLean Asset Management Corp |
2 |
- |
2024-03-31 |
721,056 |
$29,188,000 |
-20,399 |
|
KOCHIS FITZ/QUINTILE LLC |
15 |
- |
2024-03-31 |
709,099 |
$29,002,000 |
-2,480 |
|
Paragon Wealth Strategies LLC |
8 |
*New |
2023-12-31 |
773,935 |
$28,806,000 |
773,935 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
15 |
- |
2024-03-31 |
685,841 |
$28,051,000 |
-21,400 |
|
Disciplined Equity Management Inc. |
1 |
- |
2024-03-31 |
679,318 |
$27,784,000 |
29,553 |
|
Integrated Wealth Concepts LLC |
42 |
- |
2024-03-31 |
662,215 |
$27,085,000 |
4,797 |
|
Meritas Wealth Management LLC |
1 |
- |
2024-03-31 |
644,452 |
$26,358,000 |
-7,709 |
|
Moisand Fitzgerald Tamayo LLC |
9 |
- |
2024-03-31 |
628,903 |
$25,722,000 |
-15,910 |
|
FMFE Wealth Management LLC |
2 |
- |
2024-03-31 |
594,979 |
$24,335,000 |
37 |
|
Heritage Wealth Management Inc./Texas |
2 |
- |
2024-03-31 |
594,391 |
$24,311,000 |
19,002 |
|
Root Financial Partners LLC |
3 |
- |
2024-03-31 |
592,404 |
$24,229,000 |
134,785 |
|
TFO-TDC LLC |
4 |
- |
2024-03-31 |
591,420 |
$24,189,000 |
-35,860 |
|
WorthPointe LLC |
2 |
- |
2024-03-31 |
588,952 |
$24,088,000 |
-1,368 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
9 |
- |
2024-03-31 |
584,755 |
$23,916,000 |
-5,105 |
|
MONOGRAPH WEALTH ADVISORS LLC |
4 |
- |
2024-03-31 |
584,621 |
$23,911,000 |
-28,518 |
|
Advisor Group Holdings Inc. |
371 |
- |
2024-03-31 |
548,844 |
$22,448,000 |
40,718 |
|
BAYSHORE ASSET MANAGEMENT LLC |
3 |
- |
2024-03-31 |
546,666 |
$22,359,000 |
-8,673 |
|
CAPITAL PERFORMANCE ADVISORS LLP |
3 |
- |
2024-03-31 |
529,868 |
$21,672,000 |
-1,941 |
|
BAKER BOYER NATIONAL BANK |
4 |
- |
2024-03-31 |
515,287 |
$21,075,000 |
-5,137 |
|
DiNuzzo Private Wealth Inc. |
12 |
- |
2024-03-31 |
499,584 |
$20,433,000 |
-1,720 |
|
Steward Financial Group LLC |
3 |
- |
2023-09-30 |
573,774 |
$19,519,000 |
22,592 |
|
Investmark Advisory Group LLC |
1 |
- |
2024-03-31 |
466,706 |
$19,088,000 |
8,204 |
|
DOPKINS WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
440,125 |
$18,001,000 |
23,701 |
|
LEGACY FINANCIAL GROUP INC. |
4 |
- |
2024-03-31 |
437,382 |
$17,889,000 |
454 |
|
STIFEL FINANCIAL CORP |
592 |
- |
2024-03-31 |
436,020 |
$17,833,000 |
3,222 |
|
Apella Capital LLC |
29 |
- |
2024-03-31 |
432,018 |
$17,488,000 |
-3,741 |
|
Ruedi Wealth Management Inc. |
2 |
- |
2024-03-31 |
424,484 |
$17,361,000 |
-5,447 |
|
JUNCTURE WEALTH STRATEGIES LLC |
2 |
- |
2024-03-31 |
411,784 |
$16,842,000 |
113,101 |
|
HANSON MCCLAIN, INC. |
82 |
- |
2024-03-31 |
410,227 |
$16,778,000 |
5,026 |
|
MARINER WEALTH ADVISORS, LLC |
365 |
- |
2024-03-31 |
408,593 |
$16,711,000 |
28,030 |
|
MATHER GROUP, INC. |
40 |
- |
2024-03-31 |
438,969 |
$16,338,000 |
-3,470 |
|
Kooman & Associates |
4 |
- |
2024-03-31 |
398,325 |
$16,291,000 |
4,346 |
|
Hill Investment Group Partners LLC |
13 |
- |
2024-03-31 |
398,104 |
$16,282,000 |
-10,211 |
|
Grunden Financial Advisory Inc. |
5 |
- |
2024-03-31 |
397,412 |
$16,254,000 |
-6,095 |
|
CLARIS ADVISORS LLC / MO / |
3 |
- |
2024-03-31 |
391,243 |
$16,002,000 |
-165 |
|
Austin Asset Management Co Inc |
7 |
- |
2024-03-31 |
390,850 |
$15,986,000 |
-12,063 |
|
PBMares Wealth Management LLC |
5 |
- |
2024-03-31 |
380,589 |
$15,566,000 |
-289 |
|
Larson Financial Group LLC |
19 |
- |
2024-03-31 |
373,138 |
$15,261,000 |
-12,570 |
|
Werba Rubin Papier Wealth Management |
6 |
- |
2024-03-31 |
371,633 |
$15,200,000 |
-2,616 |
|
ANDREWS LUCIA WEALTH MANAGEMENT LLC |
2 |
- |
2024-03-31 |
368,318 |
$15,064,000 |
2,260 |
|
KRAFT ASSET MANAGEMENT LLC |
3 |
- |
2024-03-31 |
336,500 |
$13,763,000 |
-7,020 |
|
RS CRUM INC. |
9 |
- |
2024-03-31 |
333,535 |
$13,642,000 |
125,725 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
12 |
- |
2023-12-31 |
351,517 |
$13,083,000 |
-1,531 |
|
Altiora Financial Group LLC |
7 |
- |
2024-03-31 |
316,969 |
$12,964,000 |
4,913 |
|
WPWealth LLP |
8 |
- |
2024-03-31 |
314,321 |
$12,856,000 |
-21,219 |
|
Financial Synergies Wealth Advisors Inc. |
14 |
- |
2024-03-31 |
309,522 |
$12,659,000 |
-46,834 |
|
Diversified Portfolios Inc. |
16 |
- |
2024-03-31 |
305,829 |
$12,508,000 |
-2,614 |
|
Sterling Wealth Management Inc. |
3 |
- |
2024-03-31 |
298,843 |
$12,223,000 |
5,409 |
|
|
100 Records found
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1
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