|
Institutional
Holders
Total
Institutions:
|
326 30 |
|
Total
shares held :
|
176,170,853 |
|
% of shares
held :
|
26.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
79 |
|
Amount
of shares held :
|
3,820,654 |
|
% of shares
held change :
|
0.57% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.20 |
|
Last
Quarter's Ending
Price :
|
$11.84 |
|
Last
Quarter's Average
Price :
|
$10.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.36 (3.6%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
2,938,297
|
1.67%
|
|
|
Increased
Positions : |
134
|
5,796,850
|
3.29%
|
|
|
Unchanged
Positions : |
62
|
2,020,011
|
1.15%
|
|
|
Decreased
Positions : |
85
|
-4,732,469
|
-2.69%
|
|
|
Closed
Positions : |
15
|
-182,024
|
-0.1%
|
|
|
Guru
Positions : |
1
|
52,693,557
|
29.91%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
DIMENSIONAL FUND ADVISORS INC |
779 |
- |
2024-03-31 |
10,484,091 |
$124,132,000 |
128,117 |
|
MORGAN STANLEY |
1051 |
- |
2024-03-31 |
10,418,596 |
$123,356,000 |
17,694 |
|
GOLDMAN SACHS GROUP INC/ |
604 |
- |
2024-03-31 |
9,918,820 |
$117,439,000 |
1,181,221 |
|
NORTHERN TRUST CORP |
918 |
- |
2024-03-31 |
4,667,467 |
$55,263,000 |
63,287 |
|
ENVESTNET ASSET MANAGEMENT INC |
690 |
- |
2024-03-31 |
4,015,229 |
$47,540,000 |
168,898 |
|
J P MORGAN CHASE & CO |
1555 |
- |
2024-03-31 |
2,045,640 |
$24,220,000 |
1,916,661 |
|
CITIGROUP INC |
633 |
- |
2024-03-31 |
1,618,046 |
$19,158,000 |
1,476,821 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
124 |
- |
2024-03-31 |
1,363,752 |
$16,147,000 |
20,719 |
|
Crossmark Global Holdings Inc. |
84 |
- |
2024-03-31 |
1,234,348 |
$14,614,000 |
860,885 |
|
Altrius Capital Management Inc |
2 |
- |
2024-03-31 |
835,528 |
$9,893,000 |
52,416 |
|
ROYAL BANK OF CANADA |
1635 |
- |
2024-03-31 |
667,590 |
$7,904,000 |
2,279 |
|
MARINER WEALTH ADVISORS, LLC |
607 |
- |
2024-03-31 |
608,548 |
$7,205,000 |
13,671 |
|
Optiver Holding B.V. |
58 |
- |
2024-03-31 |
581,463 |
$6,885,000 |
108,441 |
|
Ethic Inc. |
172 |
- |
2024-03-31 |
485,270 |
$5,746,000 |
46,795 |
|
MARIETTA INVESTMENT PARTNERS LLC |
28 |
- |
2024-03-31 |
477,275 |
$5,651,000 |
3,654 |
|
Comprehensive Portfolio Management LLC |
68 |
- |
2024-03-31 |
448,651 |
$5,312,000 |
10,614 |
|
Penserra Capital Management LLC |
216 |
- |
2024-03-31 |
432,620 |
$5,122,000 |
100,170 |
|
Capital Wealth Planning LLC |
37 |
- |
2024-03-31 |
432,620 |
$5,122,000 |
100,170 |
|
BB&T CORP |
924 |
- |
2024-03-31 |
372,328 |
$4,408,000 |
1,401 |
|
NewEdge Wealth LLC |
187 |
- |
2024-03-31 |
411,424 |
$4,287,000 |
48,038 |
|
CREATIVE PLANNING |
674 |
- |
2024-03-31 |
351,691 |
$4,164,000 |
83,947 |
|
HPM Partners LLC |
714 |
- |
2024-03-31 |
342,165 |
$4,051,000 |
150,680 |
|
Pathstone Holdings LLC |
591 |
- |
2024-03-31 |
337,054 |
$3,991,000 |
24,430 |
|
STIFEL FINANCIAL CORP |
1286 |
- |
2024-03-31 |
333,426 |
$3,948,000 |
108,559 |
|
SEI INVESTMENTS CO |
1326 |
- |
2024-03-31 |
326,656 |
$3,868,000 |
20,143 |
|
NEUBERGER BERMAN GROUP LLC |
984 |
- |
2024-03-31 |
317,704 |
$3,762,000 |
20,777 |
|
HIGHTOWER ADVISORS, LLC |
1132 |
- |
2024-03-31 |
283,421 |
$3,356,000 |
16,174 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2447 |
- |
2024-03-31 |
275,037 |
$3,256,000 |
66,905 |
|
Integrated Wealth Concepts LLC |
367 |
- |
2024-03-31 |
270,574 |
$3,204,000 |
246 |
|
Quantinno Capital Management LP |
348 |
- |
2024-03-31 |
260,210 |
$3,081,000 |
87,214 |
|
Cresset Asset Management LLC |
473 |
- |
2024-03-31 |
257,660 |
$3,051,000 |
16,760 |
|
CREDIT SUISSE/ |
1580 |
- |
2024-03-31 |
255,970 |
$3,031,000 |
43,343 |
|
Veriti Management LLC |
87 |
- |
2024-03-31 |
251,045 |
$2,972,000 |
713 |
|
CAPITAL RESEARCH GLOBAL INVESTORS |
406 |
- |
2024-03-31 |
233,631 |
$2,766,000 |
84,063 |
|
Connor Clark & Lunn Investment Management Ltd. |
588 |
- |
2024-03-31 |
232,080 |
$2,748,000 |
221,865 |
|
ADVISOR PARTNERS II LLC |
212 |
- |
2023-09-30 |
315,832 |
$2,542,000 |
14,549 |
|
DAVENPORT & CO LLC |
387 |
- |
2024-03-31 |
212,764 |
$2,519,000 |
2,269 |
|
JustInvest LLC |
338 |
- |
2024-03-31 |
204,314 |
$2,419,000 |
18,038 |
|
PARK AVENUE SECURITIES LLC |
373 |
- |
2024-03-31 |
191,706 |
$2,270,000 |
45,173 |
|
GTS SECURITIES LLC |
323 |
- |
2024-03-31 |
187,620 |
$2,221,000 |
34,092 |
|
Advisor Group Holdings Inc. |
1651 |
- |
2024-03-31 |
178,595 |
$2,114,000 |
24,958 |
|
CAPITAL WORLD INVESTORS |
496 |
- |
2024-03-31 |
175,823 |
$2,082,000 |
5,379 |
|
DGS Capital Management LLC |
23 |
- |
2024-03-31 |
171,458 |
$2,030,000 |
10,018 |
|
Point72 Asset Management L.P. |
818 |
- |
2024-03-31 |
167,300 |
$1,981,000 |
82,100 |
|
ATRIA INVESTMENTS LLC |
662 |
- |
2024-03-31 |
165,132 |
$1,949,000 |
4,154 |
|
PRUDENTIAL FINANCIAL INC |
1482 |
- |
2024-03-31 |
160,581 |
$1,901,000 |
77,084 |
|
AMERIPRISE FINANCIAL INC |
2871 |
- |
2024-03-31 |
143,801 |
$1,703,000 |
818 |
|
CI Private Wealth LLC |
1098 |
- |
2024-03-31 |
143,360 |
$1,697,000 |
63,456 |
|
Vident Advisory LLC |
433 |
- |
2024-03-31 |
138,251 |
$1,637,000 |
11,828 |
|
Naviter Wealth LLC |
123 |
- |
2024-03-31 |
118,339 |
$1,401,000 |
18,300 |
|
REGIONS FINANCIAL CORP |
443 |
- |
2024-03-31 |
110,910 |
$1,313,000 |
37,068 |
|
Cetera Investment Advisers |
1862 |
- |
2024-03-31 |
109,884 |
$1,301,000 |
99,424 |
|
SIGNATUREFD, LLC |
252 |
- |
2024-03-31 |
108,679 |
$1,287,000 |
2,129 |
|
RHUMBLINE ADVISERS |
2120 |
- |
2024-03-31 |
108,023 |
$1,279,000 |
7,116 |
|
MML INVESTORS SERVICES LLC |
1271 |
- |
2024-03-31 |
106,928 |
$1,266,000 |
1,862 |
|
Ellevest Inc. |
79 |
- |
2024-03-31 |
101,374 |
$1,200,000 |
7,296 |
|
Hennion & Walsh Asset Management Inc. |
383 |
- |
2024-03-31 |
98,441 |
$1,166,000 |
167 |
|
Oakworth Capital Inc. |
79 |
- |
2024-03-31 |
86,690 |
$1,026,000 |
25,243 |
|
Orion Portfolio Solutions LLC |
989 |
- |
2024-03-31 |
82,947 |
$982,000 |
1,217 |
|
SYON CAPITAL LLC |
164 |
- |
2024-03-31 |
80,563 |
$954,000 |
1,396 |
|
GREENLEAF TRUST |
311 |
- |
2024-03-31 |
79,089 |
$936,000 |
304 |
|
TOWNSQUARE CAPITAL LLC |
676 |
- |
2024-03-31 |
77,543 |
$918,000 |
4,311 |
|
QUADRANT CAPITAL GROUP LLC |
206 |
- |
2024-03-31 |
76,619 |
$907,000 |
5,646 |
|
Schechter Investment Advisors LLC |
265 |
- |
2024-03-31 |
75,689 |
$896,000 |
7,740 |
|
WHITTIER TRUST CO |
381 |
- |
2024-03-31 |
73,376 |
$869,000 |
10,890 |
|
FINANCIAL NETWORK |
1616 |
- |
2024-03-31 |
65,640 |
$777,000 |
17,364 |
|
WETHERBY ASSET MANAGEMENT INC |
436 |
- |
2024-03-31 |
62,371 |
$738,000 |
626 |
|
One Wealth Advisors LLC |
98 |
- |
2024-03-31 |
59,492 |
$704,000 |
12,974 |
|
DFPG INVESTMENTS INC. |
314 |
- |
2023-12-31 |
76,979 |
$697,000 |
7,655 |
|
LAKE STREET ADVISORS GROUP LLC |
286 |
- |
2023-12-31 |
70,699 |
$644,000 |
19,674 |
|
BRIGHTON JONES LLC |
300 |
- |
2024-03-31 |
53,836 |
$637,000 |
11,292 |
|
Atomi Financial Group Inc. |
270 |
- |
2024-03-31 |
53,438 |
$633,000 |
5,964 |
|
Spire Wealth Management |
464 |
- |
2024-03-31 |
52,870 |
$626,000 |
48,750 |
|
AlphaQ Advisors LLC |
66 |
- |
2024-03-31 |
50,882 |
$602,000 |
353 |
|
PRINCIPAL SECURITIES INC. |
653 |
- |
2024-03-31 |
43,027 |
$509,000 |
34,487 |
|
CAPROCK Group Inc. |
412 |
- |
2024-03-31 |
42,130 |
$499,000 |
4,283 |
|
Kathmere Capital Management LLC |
165 |
- |
2024-03-31 |
41,902 |
$496,000 |
2,302 |
|
PROEQUITIES INC. |
458 |
- |
2024-03-31 |
39,570 |
$469,000 |
35,769 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
476 |
- |
2024-03-31 |
37,641 |
$446,000 |
1,264 |
|
SAGE RHINO CAPITAL LLC |
137 |
- |
2024-03-31 |
37,172 |
$440,000 |
304 |
|
DOrazio & Associates Inc. |
90 |
- |
2024-03-31 |
36,786 |
$436,000 |
904 |
|
Claro Advisors LLC |
265 |
- |
2024-03-31 |
33,452 |
$396,000 |
8,987 |
|
PERSONAL CFO SOLUTIONS LLC |
316 |
- |
2024-03-31 |
33,124 |
$392,000 |
254 |
|
Aaron Wealth Advisors |
187 |
- |
2024-03-31 |
32,670 |
$387,000 |
11,255 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
113 |
- |
2024-03-31 |
34,663 |
$371,000 |
21,563 |
|
AQR CAPITAL MANAGEMENT LLC |
2074 |
- |
2024-03-31 |
31,158 |
$369,000 |
20,834 |
|
Goss Wealth Management LLC |
1519 |
- |
2024-03-31 |
30,653 |
$363,000 |
27,875 |
|
EverSource Wealth Advisors LLC |
350 |
- |
2024-03-31 |
32,118 |
$344,000 |
1,456 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1845 |
- |
2024-03-31 |
27,702 |
$328,000 |
4,516 |
|
WEST FAMILY INVESTMENTS, INC. |
166 |
- |
2024-03-31 |
27,226 |
$322,000 |
167 |
|
JJJ Advisors Inc. |
123 |
- |
2024-03-31 |
27,166 |
$322,000 |
2,789 |
|
PDS Planning Inc |
243 |
- |
2024-03-31 |
27,141 |
$321,000 |
1,150 |
|
Baron Wealth Management LLC |
117 |
- |
2024-03-31 |
25,797 |
$305,000 |
1,870 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
568 |
- |
2024-03-31 |
25,193 |
$298,000 |
178 |
|
CALLAN CAPITAL, LLC |
210 |
- |
2024-03-31 |
24,637 |
$292,000 |
9,742 |
|
Ascent Group LLC |
441 |
- |
2024-03-31 |
24,040 |
$285,000 |
2,458 |
|
BALLENTINE FINN & COMPANY INC |
547 |
- |
2024-03-31 |
23,904 |
$283,000 |
1,493 |
|
Parallel Advisors LLC |
723 |
- |
2024-03-31 |
23,742 |
$281,000 |
9,631 |
|
Aprio Wealth Management LLC |
171 |
- |
2024-03-31 |
23,451 |
$278,000 |
1,585 |
|
BSW WEALTH PARTNERS |
231 |
- |
2024-03-31 |
23,158 |
$274,000 |
923 |
|
|
100 Records found
|
1
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