|
Institutional
Holders
Total
Institutions:
|
86 15 |
|
Total
shares held :
|
11,396,168 |
|
% of shares
held :
|
88.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
883,442 |
|
% of shares
held change :
|
6.86% |
|
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 |
PACIFIC LIFE FUND ADVISORS LLC |
6 |
- |
2024-03-31 |
1,247,637 |
$51,465,000 |
24,089 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
6 |
- |
2024-03-31 |
1,126,857 |
$46,483,000 |
53,755 |
|
CI Private Wealth LLC |
271 |
- |
2024-03-31 |
955,178 |
$39,401,000 |
758,172 |
|
AE Wealth Management LLC |
81 |
- |
2024-03-31 |
638,194 |
$26,325,000 |
426,531 |
|
ENVESTNET ASSET MANAGEMENT INC |
957 |
- |
2024-03-31 |
635,916 |
$26,232,000 |
86,698 |
|
BCR Wealth Strategies LLC |
2 |
- |
2024-03-31 |
502,663 |
$20,735,000 |
2,992 |
|
Financial Partners Group Inc |
15 |
- |
2024-03-31 |
397,163 |
$16,383,000 |
7,747 |
|
Highland Financial Advisors LLC |
7 |
- |
2024-03-31 |
383,873 |
$15,835,000 |
47,352 |
|
CREATIVE PLANNING |
317 |
- |
2024-03-31 |
352,358 |
$14,535,000 |
19,057 |
|
REGATTA CAPITAL GROUP LLC |
6 |
- |
2024-03-31 |
345,340 |
$14,245,000 |
39,242 |
|
Allegiance Financial Group Advisory Services LLC |
7 |
- |
2024-03-31 |
253,193 |
$10,444,000 |
43,133 |
|
PARK AVENUE SECURITIES LLC |
122 |
- |
2024-03-31 |
228,080 |
$9,408,000 |
23,573 |
|
RAYMOND JAMES & ASSOCIATES |
1233 |
- |
2024-03-31 |
214,535 |
$8,850,000 |
9,302 |
|
ROYAL BANK OF CANADA |
1569 |
- |
2024-03-31 |
209,292 |
$8,633,000 |
111,228 |
|
LexAurum Advisors LLC |
11 |
- |
2024-03-31 |
180,749 |
$7,456,000 |
44,385 |
|
Advisory Resource Group |
10 |
- |
2024-03-31 |
175,593 |
$7,243,000 |
16,812 |
|
JANE STREET GROUP LLC |
1270 |
- |
2024-03-31 |
121,755 |
$5,022,000 |
33,974 |
|
MML INVESTORS SERVICES LLC |
652 |
- |
2024-03-31 |
116,675 |
$4,813,000 |
45,817 |
|
Strategic Blueprint LLC |
94 |
- |
2024-03-31 |
85,620 |
$3,532,000 |
636 |
|
Good Life Advisors LLC |
66 |
- |
2024-03-31 |
85,000 |
$3,506,000 |
19,859 |
|
Herold Advisors Inc. |
27 |
- |
2024-03-31 |
84,891 |
$3,502,000 |
76,262 |
|
Strategic Financial Concepts LLC |
35 |
- |
2024-03-31 |
83,770 |
$3,456,000 |
76,504 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1475 |
- |
2024-03-31 |
73,842 |
$3,046,000 |
4,287 |
|
MARINER WEALTH ADVISORS, LLC |
935 |
- |
2024-03-31 |
69,469 |
$2,866,000 |
9,239 |
|
CITADEL ADVISORS LLC |
2155 |
- |
2024-03-31 |
65,939 |
$2,720,000 |
7,630 |
|
SC&H Financial Advisors Inc. |
28 |
- |
2024-03-31 |
54,716 |
$2,257,000 |
468 |
|
Krasney Financial LLC |
108 |
- |
2024-03-31 |
52,950 |
$2,184,000 |
1,428 |
|
Farther Finance Advisors LLC |
141 |
- |
2024-03-31 |
49,225 |
$2,010,000 |
9,554 |
|
AMERICAN CENTURY COMPANIES INC |
1906 |
- |
2024-03-31 |
45,759 |
$1,888,000 |
20,473 |
|
Index Fund Advisors Inc. |
28 |
- |
2024-03-31 |
43,975 |
$1,814,000 |
5,021 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1904 |
- |
2024-03-31 |
42,892 |
$1,769,000 |
21,153 |
|
WCG Wealth Advisors LLC |
139 |
- |
2024-03-31 |
39,497 |
$1,629,000 |
5,954 |
|
Centennial Wealth Advisory LLC |
23 |
- |
2024-03-31 |
38,020 |
$1,568,000 |
8,249 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1463 |
- |
2024-03-31 |
35,287 |
$1,456,000 |
6,941 |
|
Summit X LLC |
82 |
- |
2024-03-31 |
24,566 |
$1,013,000 |
4,563 |
|
Wealthcare Advisory Partners LLC |
469 |
- |
2024-03-31 |
16,856 |
$695,000 |
65 |
|
HANSON MCCLAIN, INC. |
508 |
- |
2024-03-31 |
14,572 |
$601,000 |
186 |
|
Beaird Harris Wealth Management LLC |
70 |
- |
2024-03-31 |
13,944 |
$575,000 |
2,804 |
|
Financial Advocates Investment Management |
433 |
- |
2024-03-31 |
13,331 |
$550,000 |
1,421 |
|
RAYMOND JAMES TRUST CO |
676 |
- |
2024-03-31 |
13,335 |
$550,000 |
1,300 |
|
NWAM LLC |
338 |
- |
2024-03-31 |
12,096 |
$491,000 |
346 |
|
Bridge Advisory LLC |
72 |
- |
2024-03-31 |
10,562 |
$436,000 |
78 |
|
QUARRY HILL ADVISORS LLC |
35 |
- |
2024-03-31 |
9,611 |
$396,000 |
54 |
|
Kingsview Wealth Management LLC |
807 |
- |
2024-03-31 |
7,366 |
$304,000 |
65 |
|
Betterment LLC |
336 |
- |
2024-03-31 |
5,816 |
$240,000 |
13 |
|
|
45 Records found
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1
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