|
Institutional
Holders
Total
Institutions:
|
172 2 |
|
Total
shares held :
|
81,282,722 |
|
% of shares
held :
|
9.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-287,693 |
|
% of shares
held change :
|
-0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.52 |
|
Last
Quarter's Ending
Price :
|
$21.24 |
|
Last
Quarter's Average
Price :
|
$20.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.15 (0.72%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
16 |
- |
2024-03-31 |
48,771,686 |
$999,820,000 |
551,891 |
|
Empower Advisory Group LLC |
17 |
- |
2024-03-31 |
17,870,316 |
$366,341,000 |
683,089 |
|
Personal Capital Advisors Corp |
47 |
- |
2022-12-31 |
4,499,062 |
$92,501,000 |
769,602 |
|
GOLDMAN SACHS GROUP INC/ |
974 |
- |
2024-03-31 |
2,518,859 |
$51,637,000 |
2,518,859 |
|
CI INVESTMENTS INC |
154 |
- |
2024-03-31 |
1,178,473 |
$24,159,000 |
424,100 |
|
COMERICA BANK |
330 |
- |
2024-03-31 |
658,593 |
$13,501,000 |
159,796 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
259 |
- |
2024-03-31 |
638,567 |
$13,091,000 |
25,617 |
|
CAPITAL INSIGHT PARTNERS LLC |
7 |
- |
2024-03-31 |
557,522 |
$11,429,000 |
32,661 |
|
BANK OF AMERICA CORP /DE/ |
2520 |
- |
2024-03-31 |
452,622 |
$9,279,000 |
34,266 |
|
Envestnet Portfolio Solutions Inc. |
250 |
- |
2024-03-31 |
439,576 |
$9,011,000 |
163,178 |
|
MACKENZIE FINANCIAL CORP |
466 |
- |
2024-03-31 |
428,035 |
$8,775,000 |
34,998 |
|
MORGAN STANLEY |
3635 |
- |
2024-03-31 |
313,324 |
$6,423,000 |
258,422 |
|
PARK AVENUE SECURITIES LLC |
181 |
- |
2024-03-31 |
277,137 |
$5,681,000 |
28,138 |
|
JANE STREET GROUP LLC |
1353 |
- |
2024-03-31 |
222,515 |
$4,562,000 |
222,515 |
|
Aspire Private Capital LLC |
22 |
- |
2024-03-31 |
220,437 |
$4,519,000 |
19,232 |
|
City State Bank |
14 |
- |
2024-03-31 |
188,954 |
$3,874,000 |
39,135 |
|
VALMARK ADVISERS INC |
122 |
- |
2024-03-31 |
163,873 |
$3,359,000 |
2,795 |
|
WELLS FARGO & CO/MN |
2268 |
- |
2024-03-31 |
150,164 |
$3,078,000 |
36,469 |
|
Private Advisor Group LLC |
634 |
- |
2024-03-31 |
148,941 |
$3,054,000 |
12,463 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1167 |
- |
2024-03-31 |
112,728 |
$2,311,000 |
12,021 |
|
GeoWealth Management LLC |
182 |
- |
2024-03-31 |
91,375 |
$1,873,000 |
9,248 |
|
Baird Financial Group Inc. |
1001 |
- |
2024-03-31 |
82,082 |
$1,683,000 |
4,074 |
|
Treasure Coast Financial Planning |
20 |
- |
2024-03-31 |
74,770 |
$1,533,000 |
22 |
|
HIGHTOWER ADVISORS, LLC |
1621 |
- |
2024-03-31 |
63,685 |
$1,303,000 |
2,969 |
|
Perigon Wealth Management LLC |
335 |
- |
2024-03-31 |
57,504 |
$1,179,000 |
1,622 |
|
McNamara Financial Services Inc. |
25 |
- |
2024-03-31 |
55,730 |
$1,142,000 |
8,934 |
|
Walkner Condon Financial Advisors LLC |
90 |
- |
2024-03-31 |
54,411 |
$1,115,000 |
39,709 |
|
Raleigh Capital Management Inc. |
66 |
- |
2024-03-31 |
52,550 |
$1,077,000 |
1,050 |
|
FINANCIAL NETWORK |
1433 |
- |
2024-03-31 |
51,212 |
$1,050,000 |
18,143 |
|
AXXCESS WEALTH MANAGEMENT LLC |
366 |
- |
2024-03-31 |
49,544 |
$1,016,000 |
4,376 |
|
Farther Finance Advisors LLC |
278 |
- |
2024-03-31 |
43,574 |
$885,000 |
1,257 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
25 |
- |
2024-03-31 |
41,831 |
$858,000 |
261 |
|
AMERIPRISE FINANCIAL INC |
3172 |
- |
2024-03-31 |
39,748 |
$815,000 |
575 |
|
RFG Advisory Group LLC |
416 |
- |
2024-03-31 |
35,574 |
$729,000 |
2,110 |
|
Upper Left Wealth Management LLC |
39 |
- |
2024-03-31 |
32,086 |
$658,000 |
3,717 |
|
Aveo Capital Partners LLC |
195 |
- |
2024-03-31 |
28,982 |
$585,000 |
2,125 |
|
Austin Private Wealth LLC |
109 |
- |
2024-03-31 |
27,790 |
$569,000 |
3,958 |
|
Financial Strategies Group Inc. |
54 |
- |
2024-03-31 |
22,523 |
$462,000 |
2,229 |
|
CREATIVE PLANNING |
1937 |
- |
2024-03-31 |
21,418 |
$439,000 |
2,757 |
|
Capital CS Group LLC |
32 |
- |
2024-03-31 |
21,151 |
$434,000 |
469 |
|
RICHARDSON FINANCIAL SERVICES INC. |
94 |
- |
2024-03-31 |
19,114 |
$392,000 |
1,312 |
|
Balboa Wealth Partners |
137 |
- |
2024-03-31 |
18,543 |
$380,000 |
4,654 |
|
Sowell Financial Services LLC |
491 |
- |
2024-03-31 |
17,580 |
$360,000 |
1,729 |
|
Change Path LLC |
678 |
- |
2024-03-31 |
16,826 |
$345,000 |
1,228 |
|
MARINER WEALTH ADVISORS, LLC |
2374 |
- |
2024-03-31 |
15,682 |
$321,000 |
1,848 |
|
EWG Elevate Inc. |
100 |
- |
2024-03-31 |
14,280 |
$293,000 |
2,625 |
|
Beacon Pointe Advisors LLC |
1099 |
- |
2024-03-31 |
14,248 |
$292,000 |
896 |
|
CWM LLC |
1361 |
- |
2024-03-31 |
13,407 |
$275,000 |
5,375 |
|
USAdvisors Wealth Management LLC |
115 |
- |
2024-03-31 |
12,391 |
$254,000 |
1,062 |
|
RAYMOND JAMES & ASSOCIATES |
3430 |
- |
2024-03-31 |
12,362 |
$253,000 |
910 |
|
BROWN WEALTH MANAGEMENT LLC |
86 |
- |
2024-03-31 |
10,422 |
$214,000 |
111 |
|
Csenge Advisory Group |
663 |
- |
2024-03-31 |
10,175 |
$209,000 |
490 |
|
FMR LLC |
2924 |
- |
2024-03-31 |
8,326 |
$171,000 |
3,003 |
|
LFA - Lugano Financial Advisors SA |
83 |
- |
2024-03-31 |
7,185 |
$147,000 |
3,885 |
|
EP WEALTH ADVISORS, INC. |
768 |
- |
2024-03-31 |
7,002 |
$144,000 |
1,207 |
|
Versant Capital Management Inc |
154 |
- |
2024-03-31 |
6,792 |
$139,000 |
1,329 |
|
VisionPoint Advisory Group LLC |
197 |
- |
2024-03-31 |
5,735 |
$118,000 |
494 |
|
Castleview Partners LLC |
254 |
- |
2024-03-31 |
4,774 |
$98,000 |
2,004 |
|
Clear Point Advisors Inc. |
166 |
- |
2024-03-31 |
3,259 |
$67,000 |
30 |
|
PNC FINANCIAL SERVICES GROUP INC |
2852 |
- |
2024-03-31 |
3,187 |
$65,000 |
386 |
|
AdvisorNet Financial Inc |
776 |
- |
2024-03-31 |
2,682 |
$55,000 |
1,482 |
|
FOSTER DYKEMA CABOT & PARTNERS LLC |
176 |
- |
2024-03-31 |
2,516 |
$52,000 |
2,297 |
|
TD Waterhouse Canada Inc. |
1077 |
- |
2024-03-31 |
2,174 |
$44,000 |
452 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2190 |
- |
2024-03-31 |
1,718 |
$35,000 |
730 |
|
FSC Wealth Advisors LLC |
123 |
- |
2024-03-31 |
1,653 |
$34,000 |
791 |
|
CARDIFF PARK ADVISORS LLC |
324 |
- |
2024-03-31 |
1,191 |
$24,000 |
11 |
|
Global Retirement Partners LLC |
1948 |
- |
2024-03-31 |
669 |
$14,000 |
35 |
|
BLAIR WILLIAM & CO/IL |
1692 |
- |
2024-03-31 |
614 |
$13,000 |
304 |
|
Smartleaf Asset Management LLC |
851 |
- |
2024-03-31 |
412 |
$9,000 |
104 |
|
FIFTH THIRD BANCORP |
1905 |
- |
2024-03-31 |
459 |
$9,000 |
210 |
|
Transcendent Capital Group LLC |
333 |
- |
2024-03-31 |
378 |
$8,000 |
3 |
|
HANSON MCCLAIN, INC. |
2221 |
- |
2024-03-31 |
352 |
$7,000 |
102 |
|
Investors Research Corp |
876 |
- |
2024-03-31 |
162 |
$3,000 |
10 |
|
NBC SECURITIES INC. |
2056 |
- |
2024-03-31 |
28 |
$1,000 |
28 |
|
PROEQUITIES INC. |
4618 |
- |
2024-03-31 |
12 |
$0 |
12 |
|
|
75 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|