|
Institutional
Holders
Total
Institutions:
|
787 10 |
|
Total
shares held :
|
96,527,176 |
|
% of shares
held :
|
9.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-149 |
|
Amount
of shares held :
|
-21,527,108 |
|
% of shares
held change :
|
-2.21% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
42
|
1,487,954
|
1.54%
|
|
|
Increased
Positions : |
228
|
3,059,947
|
3.17%
|
|
|
Unchanged
Positions : |
150
|
2,043,493
|
2.12%
|
|
|
Decreased
Positions : |
367
|
-24,859,625
|
-25.75%
|
|
|
Closed
Positions : |
52
|
-1,215,384
|
-1.26%
|
|
|
Guru
Positions : |
1
|
3,254
|
0%
|
|
|
|
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 |
23 |
- |
2024-03-31 |
16,899,577 |
$1,754,007,000 |
846,819 |
|
J P MORGAN CHASE & CO |
360 |
- |
2024-03-31 |
4,851,515 |
$503,539,000 |
439,176 |
|
LPL FINANCIAL CORP |
90 |
- |
2024-03-31 |
4,415,484 |
$458,283,000 |
241,422 |
|
MORGAN STANLEY |
527 |
- |
2024-03-31 |
3,767,602 |
$391,040,000 |
96,715 |
|
SageView Advisory Group LLC |
1 |
- |
2024-03-31 |
2,788,471 |
$273,103,000 |
2,783,580 |
|
Envestnet Portfolio Solutions Inc. |
23 |
- |
2024-03-31 |
2,326,070 |
$241,423,000 |
170,268 |
|
BLACKROCK INC. |
1635 |
- |
2024-03-31 |
1,944,786 |
$201,849,000 |
53,485 |
|
CWM LLC |
22 |
- |
2024-03-31 |
1,793,353 |
$186,132,000 |
739,023 |
|
PARK AVENUE SECURITIES LLC |
6 |
- |
2024-03-31 |
1,696,229 |
$176,052,000 |
110,754 |
|
US BANCORP |
86 |
- |
2024-03-31 |
1,645,613 |
$170,798,000 |
118,043 |
|
JANE STREET GROUP LLC |
75 |
- |
2024-03-31 |
1,638,113 |
$170,020,000 |
1,248,909 |
|
WELLS FARGO & CO/MN |
368 |
- |
2024-03-31 |
1,350,094 |
$140,126,000 |
16,472 |
|
MML INVESTORS SERVICES LLC |
27 |
- |
2024-03-31 |
1,236,140 |
$128,299,000 |
123,552 |
|
Facet Wealth Inc. |
7 |
- |
2024-03-31 |
1,102,835 |
$112,335,000 |
145,170 |
|
Cetera Investment Advisers |
78 |
- |
2024-03-31 |
1,058,772 |
$109,890,000 |
549,140 |
|
AMERIPRISE FINANCIAL INC |
507 |
- |
2024-03-31 |
1,051,038 |
$109,116,000 |
65,320 |
|
UBS Group AG |
485 |
- |
2024-03-31 |
963,964 |
$100,050,000 |
46,409 |
|
JANNEY MONTGOMERY SCOTT LLC |
67 |
- |
2024-03-31 |
941,440 |
$97,712,000 |
45,818 |
|
BANK OF NEW YORK MELLON CORP |
730 |
- |
2024-03-31 |
849,321 |
$88,151,000 |
71,106 |
|
Resources Investment Advisors Inc. |
19 |
- |
2024-03-31 |
658,820 |
$68,379,000 |
31,125 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
234 |
- |
2024-03-31 |
549,754 |
$57,059,000 |
157,608 |
|
Beacon Pointe Advisors LLC |
33 |
- |
2024-03-31 |
519,207 |
$53,889,000 |
1,659 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
51 |
- |
2024-03-31 |
497,070 |
$51,591,000 |
11,146 |
|
ROYAL BANK OF CANADA |
699 |
- |
2024-03-31 |
494,177 |
$51,291,000 |
80,571 |
|
JB Capital LLC |
8 |
- |
2024-03-31 |
479,939 |
$49,813,000 |
38,373 |
|
GOLDMAN SACHS GROUP INC/ |
1055 |
- |
2024-03-31 |
428,343 |
$44,458,000 |
98,239 |
|
Foundations Investment Advisors LLC |
19 |
- |
2024-03-31 |
425,236 |
$44,135,000 |
18,347 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
15 |
- |
2024-03-31 |
413,492 |
$42,916,000 |
12,268 |
|
Financial Synergies Wealth Advisors Inc. |
6 |
- |
2024-03-31 |
409,522 |
$42,504,000 |
18,725 |
|
Quent Capital LLC |
2 |
- |
2024-03-31 |
408,504 |
$42,399,000 |
34,558 |
|
STIFEL FINANCIAL CORP |
353 |
- |
2024-03-31 |
383,063 |
$39,758,000 |
20,600 |
|
CAMBRIDGE TRUST CO |
20 |
- |
2024-03-31 |
382,606 |
$39,711,000 |
381,948 |
|
Financial Advisory Service Inc. |
5 |
- |
2024-03-31 |
376,906 |
$39,119,000 |
302 |
|
FINANCIAL NETWORK |
107 |
- |
2024-03-31 |
367,639 |
$38,157,000 |
43,744 |
|
MARINER WEALTH ADVISORS, LLC |
226 |
- |
2024-03-31 |
358,038 |
$37,161,000 |
26,809 |
|
Goss Wealth Management LLC |
68 |
- |
2024-03-31 |
349,759 |
$36,301,000 |
13,479 |
|
Kestra Advisory Services LLC |
80 |
- |
2024-03-31 |
340,508 |
$35,341,000 |
53,009 |
|
BB&T CORP |
303 |
- |
2024-03-31 |
337,192 |
$34,997,000 |
12,546 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
7 |
- |
2024-03-31 |
323,584 |
$33,585,000 |
56,242 |
|
Austin Private Wealth LLC |
7 |
- |
2024-03-31 |
322,329 |
$33,093,000 |
28,379 |
|
COLONY GROUP, LLC |
96 |
- |
2024-03-31 |
317,446 |
$32,948,000 |
72,905 |
|
H D Vest Advisory Services |
44 |
- |
2024-03-31 |
315,748 |
$32,772,000 |
7,409 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
43 |
- |
2024-03-31 |
296,857 |
$30,695,000 |
1,579 |
|
MERCER GLOBAL ADVISORS INC /ADV |
155 |
- |
2024-03-31 |
248,736 |
$29,290,000 |
70,242 |
|
DUBUQUE BANK & TRUST CO |
6 |
- |
2023-09-30 |
334,195 |
$28,841,000 |
11,425 |
|
TIAA TRUST NATIONAL ASSOCIATION |
106 |
- |
2024-03-31 |
274,544 |
$28,495,000 |
118,222 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
9 |
- |
2024-03-31 |
273,602 |
$28,397,000 |
10,380 |
|
Octavia Wealth Advisors LLC |
6 |
- |
2024-03-31 |
269,978 |
$28,021,000 |
6,925 |
|
Atria Wealth Solutions Inc. |
61 |
- |
2024-03-31 |
259,906 |
$26,976,000 |
19,134 |
|
NATIONAL ASSET MANAGEMENT, INC. |
21 |
- |
2024-03-31 |
296,051 |
$25,549,000 |
117,533 |
|
MA Private Wealth |
5 |
- |
2024-03-31 |
231,576 |
$24,035,000 |
11,044 |
|
Icon Wealth Advisors LLC |
11 |
- |
2024-03-31 |
216,317 |
$22,452,000 |
13,099 |
|
ATRIA INVESTMENTS LLC |
65 |
- |
2024-03-31 |
216,251 |
$22,445,000 |
17,511 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
355 |
- |
2024-03-31 |
215,230 |
$22,339,000 |
67,990 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
473 |
- |
2024-03-31 |
209,773 |
$21,772,000 |
24,347 |
|
RTD Financial Advisors Inc. |
9 |
- |
2024-03-31 |
206,293 |
$21,411,000 |
419 |
|
MULTIFINANCIAL SECURITIES CORP |
126 |
- |
2024-03-31 |
199,265 |
$20,682,000 |
57,027 |
|
PRUDENTIAL FINANCIAL INC |
437 |
- |
2024-03-31 |
197,733 |
$20,523,000 |
4,800 |
|
SHAKESPEARE WEALTH MANAGEMENT INC. |
8 |
- |
2024-03-31 |
197,646 |
$20,514,000 |
1,878 |
|
CITADEL ADVISORS LLC |
842 |
- |
2024-03-31 |
194,765 |
$20,215,000 |
194,765 |
|
COLONY GROUP LLC |
93 |
- |
2023-09-30 |
217,715 |
$18,789,000 |
2,461 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
383 |
- |
2024-03-31 |
177,873 |
$18,461,000 |
177,873 |
|
COMMERCE BANK N A/MO |
144 |
- |
2024-03-31 |
171,670 |
$17,818,000 |
90,357 |
|
Change Path LLC |
27 |
- |
2024-03-31 |
171,461 |
$17,796,000 |
57,184 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
13 |
- |
2024-03-31 |
156,025 |
$16,194,000 |
3,537 |
|
GREENLEAF TRUST |
48 |
- |
2024-03-31 |
149,054 |
$15,470,000 |
384 |
|
CONSILIO WEALTH ADVISORS LLC |
5 |
- |
2024-03-31 |
147,705 |
$15,330,000 |
4,179 |
|
OLD MISSION CAPITAL LLC |
43 |
- |
2024-03-31 |
147,039 |
$15,261,000 |
147,039 |
|
Fountainhead AM LLC |
10 |
- |
2024-03-31 |
144,163 |
$14,963,000 |
9,717 |
|
Sharkey Howes & Javer |
8 |
- |
2024-03-31 |
143,130 |
$14,855,000 |
7,520 |
|
Wakefield Asset Management LLLP |
1 |
- |
2024-03-31 |
141,193 |
$14,654,000 |
163 |
|
BLAIR WILLIAM & CO/IL |
277 |
- |
2024-03-31 |
136,710 |
$14,189,000 |
3,667 |
|
High Falls Advisors Inc |
7 |
- |
2024-03-31 |
135,587 |
$14,073,000 |
8,461 |
|
Horst & Graben Wealth Management LLC |
11 |
- |
2024-03-31 |
129,651 |
$13,456,000 |
6,315 |
|
Affinity Capital Advisors LLC |
8 |
- |
2024-03-31 |
129,564 |
$13,447,000 |
20,857 |
|
Stone House Investment Management LLC |
10 |
- |
2024-03-31 |
123,397 |
$12,807,000 |
40,718 |
|
TIAA FSB |
149 |
- |
2023-06-30 |
132,020 |
$12,596,000 |
4,564 |
|
West Wealth Group LLC |
8 |
- |
2024-03-31 |
117,173 |
$12,161,000 |
6,202 |
|
Steel Peak Wealth Management LLC |
41 |
- |
2024-03-31 |
115,880 |
$12,027,000 |
7,888 |
|
Keebeck Wealth Management LLC |
7 |
- |
2024-03-31 |
114,478 |
$11,882,000 |
5,063 |
|
Cresset Asset Management LLC |
220 |
- |
2024-03-31 |
111,551 |
$11,578,000 |
102,334 |
|
Lineweaver Wealth Advisors LLC |
9 |
- |
2024-03-31 |
111,437 |
$11,570,000 |
1,772 |
|
Farther Finance Advisors LLC |
22 |
- |
2024-03-31 |
111,867 |
$11,567,000 |
16,998 |
|
Merit Financial Group LLC |
68 |
- |
2024-03-31 |
106,760 |
$10,798,000 |
4,949 |
|
Spectrum Wealth Counsel LLC |
18 |
- |
2024-03-31 |
103,053 |
$10,696,000 |
589 |
|
Gratus Capital LLC |
66 |
- |
2024-03-31 |
101,570 |
$10,542,000 |
4,015 |
|
Private Portfolio Partners LLC |
9 |
- |
2024-03-31 |
101,352 |
$10,519,000 |
4,014 |
|
PATHSTONE FAMILY OFFICE, LLC |
168 |
- |
2023-09-30 |
120,237 |
$10,376,000 |
7,030 |
|
TNF LLC |
5 |
- |
2024-03-31 |
100,352 |
$10,000,000 |
2,676 |
|
Steward Partners Investment Advisory LLC |
198 |
- |
2024-03-31 |
92,813 |
$9,633,000 |
5,857 |
|
Stonebrook Private Inc. |
5 |
- |
2024-03-31 |
91,901 |
$9,538,000 |
12,816 |
|
Simplicity WealthLLC |
88 |
- |
2024-03-31 |
90,956 |
$9,440,000 |
5,439 |
|
UMA Financial Services Inc. |
12 |
- |
2024-03-31 |
94,366 |
$9,282,000 |
12,043 |
|
Cypress Wealth Services LLC |
8 |
- |
2024-03-31 |
87,830 |
$9,116,000 |
1,180 |
|
FRANKLIN RESOURCES INC |
1052 |
- |
2024-03-31 |
86,301 |
$8,957,000 |
11,393 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
79 |
- |
2024-03-31 |
81,005 |
$8,408,000 |
11,522 |
|
Prosperity Consulting Group LLC |
18 |
- |
2024-03-31 |
79,597 |
$8,261,000 |
63,799 |
|
Axiom Advisory LLC |
5 |
- |
2024-03-31 |
77,447 |
$8,038,000 |
2,068 |
|
JOHNSON INVESTMENT COUNSEL INC |
129 |
- |
2024-03-31 |
75,670 |
$7,854,000 |
10,174 |
|
KICKSTAND VENTURES LLC. |
17 |
- |
2024-03-31 |
75,642 |
$7,851,000 |
43,871 |
|
|
100 Records found
|
1
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