|
Institutional
Holders
Total
Institutions:
|
304 6 |
|
Total
shares held :
|
77,228,811 |
|
% of shares
held :
|
85.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
44 |
|
Amount
of shares held :
|
14,623,268 |
|
% of shares
held change :
|
16.25% |
|
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 |
BLACKROCK INC. |
852 |
- |
2024-03-31 |
12,883,611 |
$643,536,000 |
-955,138 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
23 |
- |
2024-03-31 |
12,279,237 |
$613,348,000 |
749,771 |
|
Matson Money. Inc. |
3 |
- |
2024-03-31 |
8,471,816 |
$423,167,000 |
151,652 |
|
J P MORGAN CHASE & CO |
480 |
- |
2024-03-31 |
6,319,111 |
$315,640,000 |
1,069,035 |
|
JONES FINANCIAL COMPANIES LLLP |
36 |
- |
2024-03-31 |
4,772,216 |
$238,372,000 |
197,521 |
|
BNP Paribas Investment Partners S.A. |
41 |
*New |
2024-03-31 |
3,847,441 |
$192,180,000 |
3,847,441 |
|
MATHER GROUP, INC. |
17 |
- |
2024-03-31 |
1,792,121 |
$89,248,000 |
-9,824 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
130 |
- |
2024-03-31 |
1,427,034 |
$71,280,000 |
145,488 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
172 |
- |
2024-03-31 |
1,315,486 |
$65,709,000 |
28,643 |
|
Betterment LLC |
42 |
- |
2024-03-31 |
1,202,011 |
$60,040,000 |
1,169,189 |
|
BANK OF AMERICA CORP /DE/ |
1191 |
- |
2024-03-31 |
1,184,387 |
$59,160,000 |
96,183 |
|
SYON CAPITAL LLC |
3 |
- |
2024-03-31 |
1,162,002 |
$58,042,000 |
62,738 |
|
N.E.W. Advisory Services LLC |
6 |
- |
2024-03-31 |
926,289 |
$46,268,000 |
29,060 |
|
WealthNavi Inc. |
9 |
- |
2024-03-31 |
904,104 |
$45,160,000 |
903,974 |
|
JANE STREET GROUP LLC |
265 |
- |
2024-03-31 |
848,891 |
$42,402,000 |
848,891 |
|
ENVESTNET ASSET MANAGEMENT INC |
750 |
- |
2024-03-31 |
819,006 |
$40,909,000 |
-142,684 |
|
Prime Capital Investment Advisors LLC |
39 |
- |
2024-03-31 |
774,415 |
$38,682,000 |
62,487 |
|
Advisor Group Holdings Inc. |
232 |
- |
2024-03-31 |
749,840 |
$37,454,000 |
72,318 |
|
GeoWealth Management LLC |
14 |
- |
2024-03-31 |
747,396 |
$37,332,000 |
642,710 |
|
LPL FINANCIAL CORP |
694 |
- |
2024-03-31 |
683,450 |
$34,138,000 |
74,552 |
|
AMERIPRISE FINANCIAL INC |
1069 |
- |
2024-03-31 |
582,704 |
$29,089,000 |
343,681 |
|
Boston Standard Wealth Management LLC |
4 |
- |
2024-03-31 |
567,348 |
$28,339,000 |
48,517 |
|
SAVANT CAPITAL MANAGEMENT INC |
56 |
- |
2024-03-31 |
540,145 |
$26,980,000 |
8 |
|
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
47 |
- |
2024-03-31 |
536,271 |
$26,787,000 |
43,029 |
|
JANUS HENDERSON GROUP PLC |
527 |
- |
2024-03-31 |
488,055 |
$24,378,000 |
72,497 |
|
Capital Analysts Inc. |
17 |
- |
2024-03-31 |
479,997 |
$23,976,000 |
15,109 |
|
GDS Wealth Management |
6 |
- |
2024-03-31 |
473,423 |
$23,647,000 |
42,734 |
|
Financial Gravity Wealth Inc. |
1 |
- |
2024-03-31 |
463,602 |
$23,157,000 |
-5,071,630 |
|
CAHABA WEALTH MANAGEMENT INC. |
10 |
- |
2024-03-31 |
455,132 |
$22,734,000 |
10,400 |
|
AMARILLO NATIONAL BANK |
9 |
- |
2024-03-31 |
453,564 |
$22,656,000 |
-2,080 |
|
AGINCOURT CAPITAL MANAGEMENT LLC |
2 |
- |
2024-03-31 |
449,260 |
$22,441,000 |
22,600 |
|
MORGAN STANLEY |
2624 |
- |
2024-03-31 |
419,927 |
$20,975,000 |
-65,249 |
|
MODERA WEALTH MANAGEMENT, LLC |
70 |
- |
2024-03-31 |
418,470 |
$20,903,000 |
-227 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
19 |
- |
2024-03-31 |
412,441 |
$20,601,000 |
-23,053 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
34 |
- |
2023-03-31 |
398,321 |
$19,498,000 |
-8,747 |
|
First Ascent Asset Management LLC |
13 |
- |
2023-12-31 |
386,047 |
$19,225,000 |
28,045 |
|
DORVAL Corp |
3 |
- |
2024-03-31 |
364,426 |
$18,046,000 |
8,939 |
|
ROYAL BANK OF CANADA |
1225 |
- |
2024-03-31 |
329,533 |
$16,461,000 |
46,782 |
|
Cetera Investment Advisers |
460 |
- |
2024-03-31 |
320,615 |
$16,015,000 |
280,120 |
|
NYL Investors LLC |
8 |
- |
2024-03-31 |
315,400 |
$15,754,000 |
28,700 |
|
Compton Financial Group LLC |
7 |
- |
2024-03-31 |
311,735 |
$15,571,000 |
-55 |
|
PRUDENT INVESTORS NETWORK |
7 |
- |
2024-03-31 |
286,716 |
$14,321,000 |
-30,615 |
|
HPM Partners LLC |
370 |
- |
2024-03-31 |
283,975 |
$14,179,000 |
21,365 |
|
FINANCIAL NETWORK |
299 |
- |
2024-03-31 |
270,654 |
$13,519,000 |
-110,011 |
|
Brio Consultants LLC |
13 |
- |
2024-03-31 |
266,435 |
$13,308,000 |
27,279 |
|
Fundamentun LLC |
24 |
*New |
2024-03-31 |
253,944 |
$12,685,000 |
253,944 |
|
Forum Private Client Group LLC |
5 |
- |
2024-03-31 |
250,575 |
$12,516,000 |
7,847 |
|
UBS Group AG |
1482 |
- |
2024-03-31 |
243,156 |
$12,146,000 |
-10,589 |
|
Trinity Wealth Management LLC |
7 |
- |
2024-03-31 |
242,502 |
$12,113,000 |
80,666 |
|
HSBC HOLDINGS PLC |
754 |
- |
2024-03-31 |
223,050 |
$11,141,000 |
14,109 |
|
Kooman & Associates |
7 |
- |
2024-03-31 |
209,956 |
$10,487,000 |
5,910 |
|
Main Street Financial Solutions LLC |
17 |
- |
2024-03-31 |
206,463 |
$10,313,000 |
19,314 |
|
Octavia Wealth Advisors LLC |
18 |
- |
2024-03-31 |
200,287 |
$10,004,000 |
190,212 |
|
New Capital Management LP |
10 |
- |
2024-03-31 |
182,279 |
$9,105,000 |
12,148 |
|
Apollon Wealth Management LLC |
65 |
- |
2024-03-31 |
182,154 |
$9,099,000 |
41,448 |
|
ARKANSAS FINANCIAL GROUP INC. |
15 |
- |
2024-03-31 |
174,885 |
$8,736,000 |
-9,082 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
33 |
- |
2024-03-31 |
162,034 |
$8,094,000 |
5,443 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
204 |
- |
2024-03-31 |
160,546 |
$8,019,000 |
-13,979 |
|
Occidental Asset Management LLC |
16 |
- |
2024-03-31 |
159,406 |
$7,962,000 |
12,052 |
|
PENOBSCOT WEALTH MANAGEMENT |
3 |
- |
2024-03-31 |
157,134 |
$7,849,000 |
5,969 |
|
BIP Wealth LLC |
28 |
- |
2024-03-31 |
156,295 |
$7,807,000 |
2,987 |
|
Rockefeller Capital Management L.P. |
568 |
- |
2024-03-31 |
154,912 |
$7,738,000 |
2,187 |
|
PDS Planning Inc |
26 |
- |
2024-03-31 |
153,633 |
$7,674,000 |
-306 |
|
Capstone Financial Advisors Inc. |
22 |
- |
2024-03-31 |
147,336 |
$7,359,000 |
-4,710 |
|
BFT FINANCIAL GROUP LLC |
19 |
- |
2023-06-30 |
144,906 |
$7,133,000 |
15,404 |
|
Aspect Partners LLC |
3 |
- |
2024-03-31 |
140,736 |
$7,030,000 |
2,864 |
|
Ackerman Capital Advisors LLC |
17 |
- |
2024-03-31 |
139,701 |
$6,978,000 |
32,485 |
|
ARGI INVESTMENT SERVICES, LLC |
64 |
- |
2022-12-31 |
146,375 |
$6,960,000 |
-3,045 |
|
BURNS WEALTH MANAGEMENT, INC. |
114 |
- |
2024-03-31 |
135,023 |
$6,744,000 |
-6,678 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
106 |
- |
2024-03-31 |
122,026 |
$6,095,000 |
3,000 |
|
APPLETON PARTNERS INC/MA |
72 |
- |
2024-03-31 |
112,756 |
$5,632,000 |
1,380 |
|
CULLEN FROST BANKERS INC |
200 |
- |
2024-03-31 |
109,780 |
$5,483,000 |
-107,943 |
|
TECTONIC ADVISORS LLC |
52 |
- |
2024-03-31 |
108,508 |
$5,420,000 |
0 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
38 |
- |
2024-03-31 |
105,301 |
$5,260,000 |
2,781 |
|
PURE FINANCIAL ADVISORS, INC. |
67 |
- |
2024-03-31 |
105,146 |
$5,252,000 |
1,653 |
|
Brooklyn FI LLC |
16 |
- |
2024-03-31 |
105,052 |
$5,247,000 |
2,353 |
|
Boyd Wealth Management LLC |
10 |
*New |
2024-03-31 |
103,228 |
$5,156,000 |
103,228 |
|
GRAND WEALTH MANAGEMENT LLC |
8 |
- |
2024-03-31 |
98,845 |
$4,937,000 |
-8,690 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
22 |
- |
2024-03-31 |
86,128 |
$4,302,000 |
7,896 |
|
Full Sail Capital LLC |
59 |
- |
2024-03-31 |
84,679 |
$4,230,000 |
-141 |
|
Burt Wealth Advisors |
19 |
- |
2024-03-31 |
84,254 |
$4,208,000 |
-793 |
|
Leo Wealth LLC |
42 |
- |
2024-03-31 |
84,082 |
$4,197,000 |
7,297 |
|
Certified Advisory Corp |
59 |
- |
2024-03-31 |
81,917 |
$4,092,000 |
4,219 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
909 |
- |
2024-03-31 |
80,514 |
$4,022,000 |
69,114 |
|
Columbus Macro LLC |
9 |
- |
2024-03-31 |
79,912 |
$3,992,000 |
9,981 |
|
Summit Wealth Group LLC |
9 |
- |
2024-03-31 |
76,441 |
$3,818,000 |
-1,240 |
|
Comprehensive Wealth Management LLC |
5 |
- |
2024-03-31 |
73,810 |
$3,687,000 |
20,854 |
|
Paragon Advisors LLC |
17 |
- |
2024-03-31 |
72,448 |
$3,619,000 |
-22,833 |
|
Continuum Advisory LLC |
30 |
- |
2024-03-31 |
71,015 |
$3,537,000 |
5,530 |
|
Portfolio Strategies Inc. |
28 |
*New |
2024-03-31 |
68,237 |
$3,408,000 |
68,237 |
|
Hardy Reed LLC |
28 |
- |
2024-03-31 |
68,237 |
$3,408,000 |
-2,812 |
|
9258 Wealth Management LLC |
40 |
- |
2024-03-31 |
68,211 |
$3,407,000 |
214 |
|
Allegheny Financial Group LTD |
16 |
- |
2024-03-31 |
67,344 |
$3,364,000 |
1,429 |
|
PRINCIPAL SECURITIES INC. |
189 |
- |
2024-03-31 |
66,151 |
$3,304,000 |
8,168 |
|
Dynamic Advisors Solutions LLC |
230 |
- |
2024-03-31 |
63,926 |
$3,193,000 |
4,373 |
|
MARINER WEALTH ADVISORS, LLC |
898 |
*New |
2024-03-31 |
63,612 |
$3,177,000 |
63,612 |
|
RCS Financial Planning LLC |
11 |
*New |
2024-03-31 |
62,625 |
$3,128,000 |
62,625 |
|
Bromfield Sneider Wealth Advisors |
12 |
- |
2024-03-31 |
61,248 |
$3,059,000 |
6,880 |
|
McNaughton Wealth Management LLC |
17 |
- |
2024-03-31 |
57,152 |
$2,855,000 |
1,824 |
|
We Are One Seven LLC |
164 |
- |
2024-03-31 |
56,232 |
$2,809,000 |
21,013 |
|
|
100 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
|
|
|