|
Institutional
Holders
Total
Institutions:
|
148 10 |
|
Total
shares held :
|
31,592,851 |
|
% of shares
held :
|
35.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
72 |
|
Amount
of shares held :
|
2,915,495 |
|
% of shares
held change :
|
3.24% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MATHER GROUP, INC. |
13 |
- |
2024-03-31 |
6,198,921 |
$149,828,000 |
-27,281 |
|
Larson Financial Group LLC |
6 |
- |
2024-03-31 |
1,066,516 |
$26,727,000 |
-32,102 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
23 |
- |
2024-03-31 |
564,163 |
$14,138,000 |
-8,697 |
|
AIRE ADVISORS LLC |
13 |
- |
2024-03-31 |
405,744 |
$10,172,000 |
-166 |
|
MERCER GLOBAL ADVISORS INC /ADV |
366 |
- |
2024-03-31 |
296,474 |
$7,430,000 |
-86,116 |
|
JANE STREET GROUP LLC |
1092 |
- |
2024-03-31 |
251,938 |
$6,314,000 |
-267,421 |
|
COLLECTIVE FAMILY OFFICE LLC |
24 |
- |
2024-03-31 |
150,456 |
$3,770,000 |
-8,266 |
|
Orion Portfolio Solutions LLC |
497 |
- |
2024-03-31 |
114,897 |
$2,879,000 |
-92,373 |
|
Resource Planning Group |
23 |
- |
2023-12-31 |
86,980 |
$2,102,000 |
-20,889 |
|
AdvisorNet Financial Inc |
157 |
- |
2024-03-31 |
58,196 |
$1,458,000 |
-50,274 |
|
Advisor Group Holdings Inc. |
1992 |
- |
2024-03-31 |
55,552 |
$1,392,000 |
-2,429 |
|
CREATIVE PLANNING |
1182 |
- |
2024-03-31 |
50,407 |
$1,263,000 |
-5,119 |
|
CARDIFF PARK ADVISORS LLC |
107 |
- |
2024-03-31 |
36,786 |
$922,000 |
-2,083 |
|
SAX WEALTH ADVISORS LLC |
78 |
- |
2024-03-31 |
34,871 |
$874,000 |
-1,547 |
|
Chicago Partners Investment Group LLC |
347 |
- |
2024-03-31 |
33,032 |
$810,000 |
-846 |
|
Krasney Financial LLC |
167 |
- |
2024-03-31 |
30,659 |
$768,000 |
-808 |
|
MB Generational Wealth LLC |
24 |
- |
2024-03-31 |
24,948 |
$625,000 |
-361 |
|
Cahill Wealth Management LLC |
34 |
- |
2024-03-31 |
22,620 |
$567,000 |
-7 |
|
ANDREWS LUCIA WEALTH MANAGEMENT LLC |
21 |
- |
2024-03-31 |
15,106 |
$379,000 |
-675 |
|
Sterling Financial Planning Inc. |
82 |
- |
2024-03-31 |
13,109 |
$329,000 |
-126 |
|
COLONY GROUP LLC |
619 |
- |
2023-09-30 |
14,959 |
$328,000 |
-2,576 |
|
Trademark Financial Management LLC |
67 |
- |
2024-03-31 |
12,260 |
$307,000 |
-24,313 |
|
Abel Hall LLC |
81 |
- |
2024-03-31 |
11,869 |
$297,000 |
-4 |
|
Fortis Capital Management LLC |
96 |
- |
2024-03-31 |
11,421 |
$286,000 |
-9,824 |
|
COLONY GROUP, LLC |
855 |
- |
2024-03-31 |
11,107 |
$278,000 |
-7,559 |
|
Quad-Cities Investment Group LLC |
143 |
- |
2024-03-31 |
10,203 |
$256,000 |
-47 |
|
Stone Point Wealth LLC |
134 |
- |
2024-03-31 |
9,343 |
$234,000 |
-26 |
|
WATERSHED PRIVATE WEALTH LLC |
118 |
- |
2024-03-31 |
8,470 |
$212,000 |
-2,437 |
|
Farther Finance Advisors LLC |
1008 |
- |
2024-03-31 |
3,238 |
$81,000 |
-4,106 |
|
Joseph Group Capital Management |
64 |
- |
2024-03-31 |
2,415 |
$61,000 |
-791 |
|
COMERICA BANK |
2872 |
- |
2024-03-31 |
1,258 |
$32,000 |
-16 |
|
Clarity Asset Management Inc. |
146 |
- |
2024-03-31 |
512 |
$13,000 |
-516 |
|
|
32 Records found
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1
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