|
Institutional
Holders
Total
Institutions:
|
113 2 |
|
Total
shares held :
|
59,321,426 |
|
% of shares
held :
|
33.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
2,988,412 |
|
% of shares
held change :
|
1.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
70 |
- |
2024-03-31 |
17,211,365 |
$675,202,000 |
2,606,415 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
5 |
- |
2024-03-31 |
17,153,804 |
$672,944,000 |
904,607 |
|
MERCER GLOBAL ADVISORS INC /ADV |
11 |
- |
2024-03-31 |
17,049,142 |
$668,838,000 |
2,082,244 |
|
VICTORY CAPITAL MANAGEMENT INC |
339 |
- |
2024-03-31 |
1,784,114 |
$69,991,000 |
0 |
|
BLACKROCK INC. |
2499 |
- |
2024-03-31 |
1,045,923 |
$41,032,000 |
9,542 |
|
Comprehensive Portfolio Management LLC |
16 |
- |
2024-03-31 |
840,030 |
$32,954,000 |
6,044 |
|
Klaas Financial Asset Advisors LLC |
7 |
- |
2024-03-31 |
541,482 |
$21,242,000 |
1,281 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
15 |
- |
2024-03-31 |
535,647 |
$21,013,000 |
-2,800 |
|
Apella Capital LLC |
26 |
- |
2024-03-31 |
505,230 |
$19,638,000 |
-4,646 |
|
Adroit Compliance LLC |
6 |
- |
2023-12-31 |
540,201 |
$18,523,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
354 |
- |
2024-03-31 |
469,331 |
$18,412,000 |
38,318 |
|
ATLAS CAPITAL ADVISORS LLC |
3 |
- |
2024-03-31 |
450,956 |
$17,691,000 |
65,656 |
|
Armbruster Capital Management Inc. |
8 |
- |
2024-03-31 |
439,989 |
$17,261,000 |
-4,504 |
|
RAYMOND JAMES & ASSOCIATES |
853 |
- |
2024-03-31 |
430,826 |
$16,901,000 |
193,350 |
|
FMR LLC |
1676 |
- |
2024-03-31 |
419,533 |
$16,458,000 |
28,176 |
|
UBS Group AG |
1374 |
- |
2024-03-31 |
371,239 |
$14,564,000 |
2,134 |
|
Kathmere Capital Management LLC |
23 |
- |
2024-03-31 |
343,149 |
$13,462,000 |
13,043 |
|
ATWOOD & PALMER INC |
40 |
- |
2024-03-31 |
339,846 |
$13,332,000 |
-6,049 |
|
Shore Point Advisors LLC |
5 |
- |
2024-03-31 |
329,483 |
$12,925,000 |
23,395 |
|
ROYAL BANK OF CANADA |
1366 |
- |
2024-03-31 |
320,575 |
$12,576,000 |
207,130 |
|
CABOT MONEY MANAGEMENT INC |
26 |
- |
2024-03-31 |
312,846 |
$12,273,000 |
-9,579 |
|
MARINER WEALTH ADVISORS, LLC |
471 |
- |
2024-03-31 |
296,409 |
$11,628,000 |
27,772 |
|
Equitable Holdings Inc. |
143 |
- |
2024-03-31 |
271,511 |
$10,651,000 |
16,043 |
|
CGC Financial Services LLC |
5 |
- |
2024-03-31 |
271,311 |
$10,644,000 |
-3,104 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
45 |
- |
2024-03-31 |
270,559 |
$10,614,000 |
264,229 |
|
FAMILY CAPITAL TRUST CO |
5 |
- |
2024-03-31 |
250,922 |
$9,841,000 |
95 |
|
AMERIPRISE FINANCIAL INC |
1751 |
- |
2024-03-31 |
250,734 |
$9,838,000 |
2,896 |
|
Meredith Wealth Planning |
7 |
- |
2024-03-31 |
221,640 |
$8,695,000 |
191 |
|
Straight Path Wealth Management |
5 |
- |
2024-03-31 |
205,652 |
$8,068,000 |
3,087 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
170 |
*New |
2024-03-31 |
168,260 |
$6,601,000 |
168,260 |
|
Cetera Investment Advisers |
906 |
- |
2024-03-31 |
147,657 |
$5,793,000 |
120,464 |
|
BANK OF AMERICA CORP /DE/ |
2877 |
- |
2024-03-31 |
142,299 |
$5,582,000 |
-9,772 |
|
OLD MISSION CAPITAL LLC |
102 |
- |
2024-03-31 |
138,985 |
$5,452,000 |
33,354 |
|
MORGAN STANLEY |
3779 |
- |
2024-03-31 |
136,637 |
$5,360,000 |
-37,944 |
|
Opes Wealth Management LLC |
29 |
- |
2024-03-31 |
122,984 |
$4,825,000 |
-5,904 |
|
Tacita Capital Inc |
9 |
- |
2024-03-31 |
115,621 |
$4,536,000 |
13,666 |
|
MML INVESTORS SERVICES LLC |
689 |
- |
2024-03-31 |
112,357 |
$4,408,000 |
82,288 |
|
LPL FINANCIAL CORP |
1878 |
- |
2024-03-31 |
111,957 |
$4,392,000 |
22,253 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
49 |
- |
2024-03-31 |
109,626 |
$4,301,000 |
-102,062 |
|
GREAT OAK CAPITAL PARTNERS LLC |
12 |
- |
2024-03-31 |
99,639 |
$3,909,000 |
-49,760 |
|
JANE STREET GROUP LLC |
1522 |
- |
2024-03-31 |
98,563 |
$3,867,000 |
-262,204 |
|
CAPITAL ADVISORS INC/OK |
105 |
- |
2024-03-31 |
91,334 |
$3,583,000 |
291 |
|
Financial Advisory Service Inc. |
75 |
- |
2024-03-31 |
84,993 |
$3,334,000 |
-1,261 |
|
Occidental Asset Management LLC |
62 |
- |
2024-03-31 |
68,606 |
$2,691,000 |
909 |
|
Unison Advisors LLC |
50 |
- |
2024-03-31 |
68,574 |
$2,690,000 |
3,465 |
|
SHUFRO ROSE & CO LLC |
64 |
- |
2024-03-31 |
66,247 |
$2,599,000 |
10,650 |
|
Private Advisor Group LLC |
741 |
- |
2024-03-31 |
59,306 |
$2,327,000 |
31,174 |
|
Columbus Macro LLC |
32 |
- |
2024-03-31 |
55,086 |
$2,161,000 |
462 |
|
Smartleaf Asset Management LLC |
43 |
- |
2024-03-31 |
61,732 |
$2,113,000 |
32,622 |
|
FINANCIAL NETWORK |
1056 |
*New |
2024-03-31 |
48,054 |
$1,885,000 |
48,054 |
|
Betterment LLC |
160 |
- |
2024-03-31 |
46,545 |
$1,826,000 |
1,368 |
|
MorganRosel Wealth Management LLC |
27 |
- |
2024-03-31 |
45,859 |
$1,799,000 |
-7,582 |
|
GREENWOOD CAPITAL ASSOCIATES LLC |
100 |
*New |
2024-03-31 |
42,504 |
$1,667,000 |
42,504 |
|
Brickley Wealth Management |
20 |
- |
2024-03-31 |
42,248 |
$1,657,000 |
0 |
|
Southland Equity Partners LLC |
39 |
- |
2024-03-31 |
41,296 |
$1,620,000 |
-429 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
99 |
- |
2023-06-30 |
46,118 |
$1,531,000 |
-7,143 |
|
NATIONAL BANK OF CANADA /FI/ |
915 |
*New |
2024-03-31 |
38,285 |
$1,479,000 |
38,285 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1986 |
- |
2024-03-31 |
36,150 |
$1,418,000 |
-2,365 |
|
Pensionmark Financial Group LLC |
123 |
*New |
2024-03-31 |
29,709 |
$1,165,000 |
29,709 |
|
Resource Planning Group |
30 |
*New |
2023-12-31 |
32,480 |
$1,114,000 |
32,480 |
|
Buckingham Strategic Partners |
233 |
*New |
2024-03-31 |
26,581 |
$1,043,000 |
26,581 |
|
DOPKINS WEALTH MANAGEMENT LLC |
24 |
- |
2024-03-31 |
26,266 |
$1,030,000 |
1,666 |
|
Professional Financial Advisors LLC |
57 |
- |
2024-03-31 |
25,528 |
$1,001,000 |
-1,607 |
|
Glass Jacobson Investment Advisors llc |
88 |
- |
2024-03-31 |
24,273 |
$952,000 |
1,808 |
|
Waterloo Capital L.P. |
157 |
- |
2024-03-31 |
23,437 |
$919,000 |
11,303 |
|
Ackerman Capital Advisors LLC |
54 |
- |
2024-03-31 |
22,763 |
$893,000 |
-242 |
|
RHS Financial LLC |
48 |
- |
2024-03-31 |
22,767 |
$893,000 |
10,393 |
|
MULTIFINANCIAL SECURITIES CORP |
1251 |
- |
2024-03-31 |
21,102 |
$828,000 |
10,754 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1065 |
- |
2024-03-31 |
20,997 |
$824,000 |
-862 |
|
CAPROCK Group Inc. |
296 |
- |
2024-03-31 |
20,209 |
$793,000 |
38 |
|
BROWN ADVISORY HOLDINGS INC |
834 |
- |
2024-03-31 |
20,074 |
$788,000 |
0 |
|
NBC SECURITIES INC. |
323 |
- |
2024-03-31 |
18,086 |
$719,000 |
3,704 |
|
Simplicity WealthLLC |
648 |
*New |
2024-03-31 |
16,363 |
$642,000 |
16,363 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3122 |
- |
2024-03-31 |
16,174 |
$635,000 |
-15,212 |
|
Sanford Advisory Services LLC |
75 |
*New |
2022-12-31 |
19,102 |
$589,000 |
19,102 |
|
NorthCrest Asset Manangement LLC |
357 |
- |
2024-03-31 |
14,871 |
$583,000 |
7,837 |
|
Sawtooth Asset Management Inc. |
621 |
- |
2023-12-31 |
16,599 |
$569,000 |
-898 |
|
HPM Partners LLC |
1555 |
- |
2024-03-31 |
14,041 |
$551,000 |
3,827 |
|
PARK AVENUE SECURITIES LLC |
912 |
*New |
2024-03-31 |
13,989 |
$549,000 |
13,989 |
|
Steward Financial Group LLC |
31 |
*New |
2023-09-30 |
16,716 |
$526,000 |
16,716 |
|
Advisory Alpha LLC |
211 |
- |
2024-03-31 |
13,003 |
$510,000 |
0 |
|
Streettalk Advisors LLC |
259 |
- |
2024-03-31 |
12,964 |
$509,000 |
-1,987 |
|
Financial Partners Group Inc |
102 |
*New |
2024-03-31 |
12,893 |
$506,000 |
12,893 |
|
Bell Investment Advisors Inc |
66 |
- |
2024-03-31 |
12,531 |
$492,000 |
-136 |
|
Envestnet Portfolio Solutions Inc. |
1165 |
*New |
2024-03-31 |
11,519 |
$452,000 |
11,519 |
|
COMERICA BANK |
1933 |
- |
2024-03-31 |
11,167 |
$438,000 |
3,492 |
|
Sowell Financial Services LLC |
466 |
*New |
2024-03-31 |
11,023 |
$432,000 |
11,023 |
|
Integrated Wealth Concepts LLC |
1117 |
- |
2024-03-31 |
10,782 |
$423,000 |
-9,800 |
|
SpiderRock Advisors LLC |
434 |
*New |
2024-03-31 |
10,808 |
$416,000 |
10,808 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2624 |
- |
2024-03-31 |
10,572 |
$415,000 |
599 |
|
HIGHTOWER ADVISORS, LLC |
2405 |
- |
2024-03-31 |
10,167 |
$399,000 |
-5,519 |
|
Lodestone Wealth Management LLC |
110 |
- |
2024-03-31 |
9,602 |
$377,000 |
0 |
|
QRG CAPITAL MANAGEMENT INC. |
833 |
*New |
2024-03-31 |
9,579 |
$376,000 |
9,579 |
|
Pine Valley Investments Ltd Liability Co |
333 |
- |
2024-03-31 |
9,237 |
$362,000 |
-204 |
|
PRIVATE CAPITAL MANAGEMENT LLC |
127 |
- |
2024-03-31 |
9,041 |
$355,000 |
1,584 |
|
Prime Capital Investment Advisors LLC |
732 |
- |
2024-03-31 |
8,806 |
$345,000 |
-1,187 |
|
FRANKLIN RESOURCES INC |
2304 |
*New |
2024-03-31 |
8,361 |
$328,000 |
8,361 |
|
ADE LLC |
61 |
- |
2024-03-31 |
8,216 |
$322,000 |
0 |
|
M&T BANK CORP |
1326 |
- |
2024-03-31 |
7,643 |
$300,000 |
0 |
|
Qube Research & Technologies Ltd |
2396 |
- |
2024-03-31 |
7,625 |
$299,000 |
7,045 |
|
|
100 Records found
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1
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