|
Institutional
Holders
Total
Institutions:
|
231 16 |
|
Total
shares held :
|
41,357,542 |
|
% of shares
held :
|
45.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
91 |
|
Amount
of shares held :
|
1,673,024 |
|
% of shares
held change :
|
1.86% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
275 |
- |
2024-03-31 |
7,874,229 |
$181,029,000 |
1,278,623 |
|
Envestnet Portfolio Solutions Inc. |
61 |
- |
2024-03-31 |
2,631,577 |
$60,500,000 |
247,055 |
|
J P MORGAN CHASE & CO |
1140 |
- |
2024-03-31 |
2,314,871 |
$53,219,000 |
135,274 |
|
AMERIPRISE FINANCIAL INC |
814 |
- |
2024-03-31 |
2,123,534 |
$48,740,000 |
-6,462,226 |
|
Wealthfront Advisers LLC |
48 |
- |
2024-03-31 |
2,056,080 |
$47,269,000 |
268,082 |
|
BABSON CAPITAL MANAGEMENT LLC |
22 |
- |
2024-03-31 |
1,047,966 |
$24,093,000 |
484,452 |
|
CWM LLC |
180 |
- |
2024-03-31 |
991,100 |
$22,785,000 |
-306,458 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
328 |
- |
2024-03-31 |
934,334 |
$21,480,000 |
100,967 |
|
CREATIVE PLANNING |
250 |
- |
2024-03-31 |
930,657 |
$21,396,000 |
123,376 |
|
LPL FINANCIAL CORP |
918 |
- |
2024-03-31 |
927,119 |
$21,314,000 |
46,437 |
|
Acorns Advisers LLC |
19 |
- |
2024-03-31 |
898,392 |
$20,654,000 |
61,735 |
|
MORGAN STANLEY |
2657 |
- |
2024-03-31 |
883,919 |
$20,321,000 |
132,538 |
|
Betterment LLC |
67 |
- |
2024-03-31 |
670,565 |
$15,416,000 |
53,770 |
|
Cetera Investment Advisers |
533 |
- |
2024-03-31 |
596,383 |
$13,711,000 |
283,622 |
|
PARK AVENUE SECURITIES LLC |
93 |
- |
2024-03-31 |
544,861 |
$12,526,000 |
72,048 |
|
MML INVESTORS SERVICES LLC |
391 |
- |
2024-03-31 |
462,512 |
$10,633,000 |
66,917 |
|
BLACKROCK INC. |
3209 |
- |
2024-03-31 |
457,893 |
$10,527,000 |
-113,269 |
|
UBS Group AG |
1647 |
- |
2024-03-31 |
408,479 |
$9,391,000 |
20,838 |
|
BANK OF NEW YORK MELLON CORP |
2066 |
- |
2024-03-31 |
353,890 |
$8,136,000 |
-1,432 |
|
PFS INVESTMENTS INC. |
156 |
- |
2023-06-30 |
348,158 |
$7,917,000 |
-4,164 |
|
IMPACTfolio LLC |
6 |
- |
2024-03-31 |
343,427 |
$7,895,000 |
21,027 |
|
WELLS FARGO & CO/MN |
1702 |
- |
2024-03-31 |
336,165 |
$7,728,000 |
54,215 |
|
One Wealth Advisors LLC |
23 |
- |
2024-03-31 |
326,221 |
$7,500,000 |
42,607 |
|
BANK OF AMERICA CORP /DE/ |
2685 |
- |
2024-03-31 |
322,973 |
$7,425,000 |
21,746 |
|
ROYAL BANK OF CANADA |
1707 |
- |
2024-03-31 |
302,332 |
$6,950,000 |
-131,785 |
|
SAVANT CAPITAL MANAGEMENT INC |
167 |
- |
2024-03-31 |
259,434 |
$5,964,000 |
-46,899 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
101 |
- |
2024-03-31 |
255,266 |
$5,869,000 |
37,767 |
|
FMR LLC |
1929 |
- |
2024-03-31 |
241,250 |
$5,546,000 |
84,954 |
|
Atria Wealth Solutions Inc. |
316 |
- |
2024-03-31 |
232,056 |
$5,335,000 |
23,192 |
|
DOHJ LLC |
23 |
- |
2024-03-31 |
194,530 |
$4,472,000 |
53,176 |
|
Invera Wealth Advisors LLC |
7 |
- |
2024-03-31 |
196,745 |
$4,391,000 |
-8,669 |
|
FINANCIAL NETWORK |
703 |
- |
2024-03-31 |
179,233 |
$4,121,000 |
4,693 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
866 |
- |
2024-03-31 |
175,496 |
$4,035,000 |
19,642 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1258 |
- |
2024-03-31 |
172,142 |
$3,958,000 |
-13,605 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
167 |
- |
2024-03-31 |
165,148 |
$3,797,000 |
100,177 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
469 |
- |
2024-03-31 |
161,690 |
$3,717,000 |
19,471 |
|
Horst & Graben Wealth Management LLC |
23 |
- |
2024-03-31 |
158,818 |
$3,651,000 |
27,468 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1395 |
- |
2024-03-31 |
150,094 |
$3,451,000 |
-4,056 |
|
Equitable Holdings Inc. |
325 |
- |
2024-03-31 |
141,450 |
$3,252,000 |
23,272 |
|
EASTERN BANK |
104 |
- |
2024-03-31 |
138,077 |
$3,174,000 |
-26,911 |
|
WESBANCO BANK INC |
148 |
- |
2024-03-31 |
136,736 |
$3,144,000 |
7,302 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1063 |
- |
2024-03-31 |
131,357 |
$3,020,000 |
16,940 |
|
Sharkey Howes & Javer |
39 |
- |
2024-03-31 |
121,661 |
$2,797,000 |
3,010 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
381 |
- |
2024-03-31 |
112,841 |
$2,594,000 |
8,361 |
|
ADVISORY SERVICES NETWORK, LLC |
380 |
- |
2024-03-31 |
110,717 |
$2,545,000 |
1,931 |
|
Perigon Wealth Management LLC |
222 |
- |
2024-03-31 |
110,263 |
$2,535,000 |
25,907 |
|
JANNEY MONTGOMERY SCOTT LLC |
1056 |
- |
2024-03-31 |
105,057 |
$2,415,000 |
30,802 |
|
Vontobel Holding Ltd. |
415 |
- |
2024-03-31 |
103,293 |
$2,375,000 |
6,204 |
|
Miracle Mile Advisors LLC |
169 |
- |
2024-03-31 |
102,495 |
$2,356,000 |
-71,923 |
|
MULTIFINANCIAL SECURITIES CORP |
750 |
- |
2024-03-31 |
100,212 |
$2,304,000 |
56,166 |
|
WEALTHSOURCE PARTNERS LLC |
111 |
- |
2023-12-31 |
97,781 |
$2,275,000 |
-3,504 |
|
Klaas Financial Asset Advisors LLC |
24 |
- |
2024-03-31 |
98,730 |
$2,270,000 |
6,025 |
|
HSBC HOLDINGS PLC |
1138 |
- |
2024-03-31 |
98,209 |
$2,258,000 |
292 |
|
Adroit Compliance LLC |
23 |
- |
2023-12-31 |
92,705 |
$2,157,000 |
0 |
|
Facet Wealth Inc. |
50 |
- |
2024-03-31 |
92,494 |
$2,091,000 |
-64 |
|
Summit Wealth Group LLC |
12 |
- |
2024-03-31 |
90,335 |
$2,077,000 |
18,106 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
161 |
- |
2024-03-31 |
84,827 |
$1,951,000 |
-22,829 |
|
Advisor Group Holdings Inc. |
1726 |
- |
2024-03-31 |
82,999 |
$1,908,000 |
-495,810 |
|
Long Run Wealth Advisors LLC |
46 |
- |
2024-03-31 |
80,447 |
$1,849,000 |
-4,245 |
|
PRUDENTIAL FINANCIAL INC |
1518 |
- |
2024-03-31 |
77,140 |
$1,773,000 |
8,543 |
|
Brookstone Capital Management |
386 |
- |
2024-03-31 |
72,119 |
$1,658,000 |
-4,528 |
|
Petix & Botte Co |
56 |
*New |
2024-03-31 |
66,536 |
$1,530,000 |
66,536 |
|
Topel & Distasi Wealth Management LLC |
35 |
- |
2024-03-31 |
66,536 |
$1,530,000 |
10,245 |
|
SigFig Wealth Management LLC |
92 |
- |
2024-03-31 |
61,018 |
$1,403,000 |
2,888 |
|
Charter Oak Capital Management LLC |
57 |
- |
2024-03-31 |
60,427 |
$1,389,000 |
13,790 |
|
Diversify Advisory Services LLC |
192 |
- |
2024-03-31 |
60,892 |
$1,384,000 |
0 |
|
Resources Investment Advisors Inc. |
418 |
- |
2024-03-31 |
59,128 |
$1,359,000 |
11,496 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
61 |
- |
2024-03-31 |
57,138 |
$1,314,000 |
922 |
|
RSM US WEALTH MANAGEMENT LLC |
235 |
- |
2024-03-31 |
56,703 |
$1,304,000 |
-724 |
|
DFPG INVESTMENTS INC. |
188 |
- |
2023-12-31 |
56,439 |
$1,303,000 |
-6,379 |
|
PROFFITT & GOODSON INC |
45 |
- |
2024-03-31 |
56,318 |
$1,295,000 |
5,284 |
|
Integrated Wealth Concepts LLC |
667 |
- |
2024-03-31 |
54,295 |
$1,248,000 |
7,181 |
|
Emerald Investment Partners LLC |
128 |
- |
2024-03-31 |
52,110 |
$1,198,000 |
2,216 |
|
CITADEL ADVISORS LLC |
2920 |
- |
2024-03-31 |
50,525 |
$1,162,000 |
-64,424 |
|
Austin Private Wealth LLC |
69 |
- |
2024-03-31 |
50,597 |
$1,150,000 |
10,706 |
|
Steward Partners Investment Advisory LLC |
742 |
- |
2024-03-31 |
49,442 |
$1,137,000 |
3,947 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2465 |
- |
2024-03-31 |
46,648 |
$1,072,000 |
-136,704 |
|
HANSON MCCLAIN, INC. |
398 |
- |
2024-03-31 |
46,129 |
$1,061,000 |
-238 |
|
BAILARD BIEHL & KAISER INC |
300 |
- |
2024-03-31 |
45,071 |
$1,036,000 |
-4,037 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
123 |
- |
2024-03-31 |
44,535 |
$1,024,000 |
5,023 |
|
JANE STREET GROUP LLC |
3061 |
- |
2024-03-31 |
43,645 |
$1,003,000 |
-38,164 |
|
SageView Advisory Group LLC |
197 |
- |
2024-03-31 |
8,718 |
$1,002,000 |
8,718 |
|
We Are One Seven LLC |
349 |
- |
2024-03-31 |
43,209 |
$993,000 |
5,557 |
|
TCWP LLC |
12 |
- |
2024-03-31 |
43,208 |
$993,000 |
5,556 |
|
UMB BANK N A/MO |
333 |
- |
2024-03-31 |
43,106 |
$991,000 |
0 |
|
Private Wealth Management Group LLC |
30 |
- |
2024-03-31 |
42,150 |
$969,000 |
14,094 |
|
VISION CAPITAL MANAGEMENT INC |
76 |
- |
2024-03-31 |
42,105 |
$968,000 |
-762 |
|
Aptus Capital Advisors LLC |
388 |
- |
2024-03-31 |
41,996 |
$965,000 |
36,611 |
|
TOWNSQUARE CAPITAL LLC |
681 |
- |
2024-03-31 |
39,284 |
$903,000 |
7,598 |
|
Stratos Wealth Advisors LLC |
354 |
- |
2024-03-31 |
38,585 |
$887,000 |
1,498 |
|
BB&T CORP |
1648 |
- |
2024-03-31 |
38,130 |
$877,000 |
19,697 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1029 |
- |
2024-03-31 |
37,064 |
$852,000 |
-15,901 |
|
Trilogy Capital Inc. |
161 |
- |
2024-03-31 |
36,385 |
$836,000 |
-234 |
|
Pensionmark Financial Group LLC |
157 |
- |
2024-03-31 |
35,545 |
$817,000 |
5,474 |
|
GRADIENT INVESTMENTS LLC |
187 |
- |
2024-03-31 |
35,461 |
$815,000 |
-2,084 |
|
JNBA FINANCIAL ADVISORS |
109 |
- |
2024-03-31 |
35,115 |
$807,000 |
-2,506 |
|
M&T BANK CORP |
954 |
- |
2024-03-31 |
34,488 |
$793,000 |
-6,239 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
280 |
- |
2024-03-31 |
33,164 |
$762,000 |
43 |
|
Carr Financial Group Corp |
69 |
- |
2024-03-31 |
32,911 |
$757,000 |
-10,000 |
|
LINCOLN NATIONAL CORP |
603 |
- |
2024-03-31 |
32,811 |
$754,000 |
11,047 |
|
|
100 Records found
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1
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