|
Institutional
Holders
Total
Institutions:
|
688 16 |
|
Total
shares held :
|
1,013,388,251 |
|
% of shares
held :
|
11.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
66 |
|
Amount
of shares held :
|
106,991,813 |
|
% of shares
held change :
|
1.19% |
|
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 : |
60
|
5,600,406
|
0.55%
|
|
|
Increased
Positions : |
312
|
143,102,355
|
14.12%
|
|
|
Unchanged
Positions : |
86
|
8,863,094
|
0.87%
|
|
|
Decreased
Positions : |
230
|
-32,610,912
|
-3.22%
|
|
|
Closed
Positions : |
76
|
-9,100,036
|
-0.9%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
245 |
- |
2024-03-31 |
13,491,644 |
$307,205,000 |
-858,359 |
|
BLACKROCK INC. |
1421 |
- |
2024-03-31 |
12,244,894 |
$278,816,000 |
-454,953 |
|
Prime Capital Investment Advisors LLC |
6 |
- |
2024-03-31 |
8,222,059 |
$187,216,000 |
-85,675 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
12 |
- |
2024-03-31 |
7,754,271 |
$176,565,000 |
-126,229 |
|
J P MORGAN CHASE & CO |
660 |
- |
2024-03-31 |
7,339,473 |
$167,120,000 |
-1,599,897 |
|
UBS Group AG |
399 |
- |
2024-03-31 |
5,697,125 |
$129,724,000 |
-145,834 |
|
NORINCHUKIN BANK, THE |
7 |
- |
2024-03-31 |
2,649,662 |
$60,333,000 |
-68,720 |
|
GLOBALT Investments LLC / GA |
10 |
- |
2024-03-31 |
2,574,932 |
$58,631,000 |
-61,254 |
|
Mill Creek Capital Advisors LLC |
13 |
- |
2024-03-31 |
2,340,437 |
$53,292,000 |
-345,520 |
|
Advisor Group Holdings Inc. |
189 |
- |
2024-03-31 |
2,076,736 |
$47,289,000 |
-754,931 |
|
3EDGE Asset Management LP |
11 |
- |
2024-03-31 |
2,027,772 |
$46,172,000 |
-117,795 |
|
CWM LLC |
101 |
- |
2024-03-31 |
1,781,729 |
$40,570,000 |
-660,784 |
|
Brookstone Capital Management |
33 |
- |
2024-03-31 |
1,600,267 |
$36,438,000 |
-121,764 |
|
MML INVESTORS SERVICES LLC |
164 |
- |
2024-03-31 |
1,514,190 |
$34,478,000 |
-35,588 |
|
WELLS FARGO & CO/MN |
891 |
- |
2024-03-31 |
1,396,304 |
$31,794,000 |
-69,611 |
|
Relative Value Partners Group LLC |
17 |
- |
2024-03-31 |
1,146,747 |
$26,375,000 |
-4,842 |
|
HPM Partners LLC |
253 |
- |
2024-03-31 |
1,143,805 |
$26,044,000 |
-194,801 |
|
ALLIANCEBERNSTEIN L.P. |
789 |
- |
2024-03-31 |
1,105,955 |
$25,183,000 |
-3,315,013 |
|
BROWN ADVISORY HOLDINGS INC |
306 |
- |
2024-03-31 |
1,032,525 |
$23,511,000 |
-91,988 |
|
ERTS Wealth Advisors LLC |
11 |
- |
2024-03-31 |
842,091 |
$19,174,000 |
-1,204,045 |
|
1607 CAPITAL PARTNERS, LLC |
15 |
- |
2024-03-31 |
818,142 |
$18,629,000 |
-1,141,492 |
|
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
18 |
- |
2024-03-31 |
728,802 |
$16,595,000 |
-59,919 |
|
MERCER GLOBAL ADVISORS INC /ADV |
228 |
- |
2024-03-31 |
686,317 |
$15,627,000 |
-55,010 |
|
Steward Partners Investment Advisory LLC |
150 |
- |
2024-03-31 |
593,578 |
$13,516,000 |
-8,875 |
|
Sontag Advisory LLC |
59 |
- |
2024-03-31 |
586,834 |
$13,362,000 |
-1,149 |
|
Private Advisor Group LLC |
200 |
- |
2024-03-31 |
575,969 |
$13,115,000 |
-101,642 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
1 |
- |
2023-09-30 |
534,175 |
$11,773,000 |
-10,747 |
|
SUMITOMO MITSUI FINANCIAL GROUP INC. |
32 |
- |
2024-03-31 |
502,359 |
$11,439,000 |
-16,305 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
625 |
- |
2024-03-31 |
429,069 |
$9,770,000 |
-1,141,800 |
|
RAYMOND JAMES & ASSOCIATES |
1167 |
- |
2024-03-31 |
427,923 |
$9,744,000 |
-42,583 |
|
GOLDMAN SACHS GROUP INC/ |
2082 |
- |
2024-03-31 |
413,166 |
$9,408,000 |
-13,134,360 |
|
Cetera Investment Advisers |
184 |
- |
2024-03-31 |
411,745 |
$9,375,000 |
-54,309 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
53 |
- |
2024-03-31 |
395,389 |
$9,003,000 |
-8,562 |
|
WEALTHSOURCE PARTNERS LLC |
30 |
- |
2023-12-31 |
380,329 |
$8,763,000 |
-193,822 |
|
Goss Wealth Management LLC |
277 |
- |
2024-03-31 |
325,561 |
$7,413,000 |
-21,419 |
|
Phoenix Holdings Ltd. |
103 |
- |
2024-03-31 |
308,239 |
$7,015,000 |
-135,307 |
|
Stewardship Advisors LLC |
11 |
- |
2024-03-31 |
294,573 |
$6,707,000 |
-447,421 |
|
CREATIVE PLANNING |
528 |
- |
2024-03-31 |
287,669 |
$6,550,000 |
-11,537 |
|
Strategic Investment Advisors / MI |
31 |
- |
2024-03-31 |
274,100 |
$6,241,000 |
-3,967 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
99 |
- |
2024-03-31 |
273,474 |
$6,227,000 |
-195,392 |
|
One Day In July LLC |
30 |
- |
2024-03-31 |
240,630 |
$5,479,000 |
-89,025 |
|
MATHER GROUP, INC. |
92 |
- |
2024-03-31 |
227,892 |
$5,251,000 |
-8,564 |
|
H D Vest Advisory Services |
303 |
- |
2024-03-31 |
220,072 |
$5,011,000 |
-6,223 |
|
Congress Wealth Management LLC / DE / |
226 |
- |
2024-03-31 |
219,038 |
$4,988,000 |
-3,322 |
|
STAGE HARBOR FINANCIAL LLC |
8 |
- |
2024-03-31 |
211,811 |
$4,823,000 |
-3,572 |
|
COMERICA SECURITIESINC. |
72 |
- |
2023-09-30 |
213,466 |
$4,705,000 |
-332,519 |
|
CFS Investment Advisory Services LLC |
26 |
- |
2024-03-31 |
200,840 |
$4,573,000 |
-18,450 |
|
OHE FINANCIAL INC |
34 |
- |
2024-03-31 |
184,999 |
$4,212,000 |
-22,499 |
|
Sterling Financial Planning Inc. |
19 |
- |
2024-03-31 |
153,825 |
$3,503,000 |
-3,328 |
|
DFPG INVESTMENTS INC. |
96 |
- |
2023-12-31 |
152,129 |
$3,500,000 |
-5,509 |
|
PFG Investments LLC |
104 |
- |
2024-03-31 |
143,485 |
$3,267,000 |
-73,161 |
|
ATRIA INVESTMENTS LLC |
419 |
- |
2023-12-31 |
140,707 |
$3,242,000 |
-75,859 |
|
CLIENT 1ST ADVISORY GROUP LLC |
15 |
- |
2024-03-31 |
133,288 |
$3,035,000 |
-32,976 |
|
Crestmont Private Wealth LLC |
11 |
- |
2024-03-31 |
132,075 |
$3,007,000 |
-14,920 |
|
Icon Wealth Partners LLC |
64 |
- |
2023-09-30 |
126,775 |
$2,794,000 |
-409,075 |
|
Financial Network Wealth Management LLC |
18 |
- |
2024-03-31 |
123,740 |
$2,765,000 |
-608 |
|
Quotient Wealth Partners LLC |
63 |
- |
2024-03-31 |
121,101 |
$2,757,000 |
-783,319 |
|
Columbia Trust Co 01012016 |
21 |
- |
2023-12-31 |
113,267 |
$2,610,000 |
-124,438 |
|
EIGHT 31 FINANCIAL LLC |
9 |
- |
2024-03-31 |
113,574 |
$2,586,000 |
-50,772 |
|
Crabel Capital Management LLC |
15 |
- |
2024-03-31 |
109,424 |
$2,492,000 |
-139,658 |
|
Sharkey Howes & Javer |
45 |
- |
2024-03-31 |
108,542 |
$2,472,000 |
-75,743 |
|
GREAT WEST LIFE ASSURANCE CO /CAN/ |
1151 |
- |
2024-03-31 |
105,959 |
$2,412,000 |
-4,791 |
|
TSA Wealth Managment LLC |
20 |
- |
2024-03-31 |
102,851 |
$2,342,000 |
-42,938 |
|
Shared Vision Wealth Group LLC |
16 |
- |
2024-03-31 |
102,046 |
$2,324,000 |
-2,837 |
|
Baird Financial Group Inc. |
909 |
- |
2024-03-31 |
101,445 |
$2,310,000 |
-24,196 |
|
DAVID R. RAHN & ASSOCIATES INC. |
27 |
- |
2024-03-31 |
100,318 |
$2,284,000 |
-12,219 |
|
Spire Wealth Management |
237 |
- |
2024-03-31 |
95,222 |
$2,168,000 |
-11,459 |
|
Capital Investment Advisory Services LLC |
104 |
- |
2024-03-31 |
92,106 |
$2,097,000 |
-24,352 |
|
LIBERTY WEALTH MANAGEMENT LLC |
52 |
- |
2024-03-31 |
85,121 |
$1,939,000 |
-20,962 |
|
Sollinda Capital Management LLC |
20 |
- |
2024-03-31 |
83,605 |
$1,904,000 |
-9,392 |
|
HARBOUR INVESTMENTS INC. |
234 |
- |
2023-12-31 |
81,334 |
$1,874,000 |
-31,300 |
|
Apollon Wealth Management LLC |
307 |
- |
2024-03-31 |
81,378 |
$1,853,000 |
-12,768 |
|
BCJ Capital Management LLC |
132 |
- |
2024-03-31 |
80,203 |
$1,826,000 |
-12,013 |
|
Arden Trust Co |
63 |
- |
2024-03-31 |
77,760 |
$1,771,000 |
-271,549 |
|
Horst & Graben Wealth Management LLC |
40 |
- |
2024-03-31 |
74,693 |
$1,701,000 |
-22,514 |
|
TIAA TRUST NATIONAL ASSOCIATION |
293 |
- |
2024-03-31 |
74,400 |
$1,694,000 |
-778 |
|
Ronald Blue Trust Inc. |
124 |
- |
2024-03-31 |
73,466 |
$1,673,000 |
-86,465 |
|
VALMARK ADVISERS INC |
189 |
- |
2024-03-31 |
73,354 |
$1,670,000 |
-7,855 |
|
Austin Private Wealth LLC |
51 |
- |
2024-03-31 |
71,143 |
$1,600,000 |
-12,078 |
|
KINGSWOOD WEALTH ADVISORS LLC |
136 |
- |
2024-03-31 |
69,778 |
$1,589,000 |
-24,876 |
|
Intelligence Driven Advisers LLC |
30 |
- |
2024-03-31 |
67,949 |
$1,547,000 |
-1,072 |
|
BMS Financial Advisors LLC |
23 |
- |
2023-06-30 |
67,190 |
$1,539,000 |
-63,869 |
|
Iron Financial LLC |
27 |
- |
2024-03-31 |
65,977 |
$1,502,000 |
-1,736 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
31 |
- |
2023-12-31 |
61,960 |
$1,428,000 |
-8,055 |
|
Concurrent Investment Advisors LLC |
305 |
- |
2024-03-31 |
62,269 |
$1,418,000 |
-3,905 |
|
Hoxton Planning & Management LLC |
28 |
- |
2024-03-31 |
59,851 |
$1,363,000 |
-8,616 |
|
BRASADA CAPITAL MANAGEMENT LP |
83 |
- |
2024-03-31 |
59,626 |
$1,358,000 |
-1,760 |
|
Van Hulzen Asset Management LLC |
144 |
- |
2024-03-31 |
59,152 |
$1,347,000 |
-257 |
|
Orion Portfolio Solutions LLC |
850 |
- |
2024-03-31 |
58,919 |
$1,342,000 |
-4,427 |
|
JPL Wealth Management LLC |
62 |
- |
2024-03-31 |
58,763 |
$1,338,000 |
-10,135 |
|
LEAVELL T & ASSOCIATES INC |
228 |
- |
2024-03-31 |
56,396 |
$1,284,000 |
-9,396 |
|
One Wealth Advisors LLC |
70 |
- |
2024-03-31 |
53,688 |
$1,222,000 |
-10,820 |
|
Buckingham Strategic Partners |
215 |
- |
2024-03-31 |
53,390 |
$1,216,000 |
-5,966 |
|
GeoWealth Management LLC |
255 |
- |
2024-03-31 |
52,685 |
$1,200,000 |
-22,960 |
|
Global Wealth Strategies & Associates |
21 |
- |
2024-03-31 |
50,368 |
$1,147,000 |
-159,293 |
|
CLS INVESTMENT FIRM LLC |
691 |
- |
2022-12-31 |
49,735 |
$1,130,000 |
-50,103 |
|
MA Private Wealth |
41 |
- |
2024-03-31 |
47,535 |
$1,082,000 |
-5,712 |
|
LINCOLN NATIONAL CORP |
499 |
- |
2024-03-31 |
47,142 |
$1,073,000 |
-3,175 |
|
Willis Johnson & Associates Inc. |
59 |
- |
2024-03-31 |
46,541 |
$1,060,000 |
-434 |
|
Resources Investment Advisors Inc. |
491 |
- |
2024-03-31 |
45,756 |
$1,042,000 |
-5,654 |
|
|
100 Records found
|
1
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