| |
Institutional
Holders
Total
Institutions:
 |
38  4 |
|
|
Total
shares held :
|
21,378,477 |
|
|
% of shares
held :
|
23.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
3,544,674 |
|
|
% of shares
held change :
|
3.94% |
|
| 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 |
  Orion Portfolio Solutions LLC |
4 |
- |
2024-03-31 |
12,234,052 |
$167,239,000 |
1,445,357 |
|
| Main Management LLC |
3 |
- |
2024-03-31 |
6,224,065 |
$85,083,000 |
189,091 |
|
| Advisor Group Holdings Inc. |
387 |
- |
2024-03-31 |
1,539,758 |
$21,048,000 |
1,136,985 |
|
| Encompass More Asset Management |
1 |
- |
2024-03-31 |
1,291,791 |
$17,659,000 |
382,335 |
|
| Virtue Capital Management LLC |
9 |
*New |
2024-03-31 |
1,001,814 |
$13,545,000 |
1,001,814 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1456 |
- |
2024-03-31 |
818,526 |
$11,189,000 |
114,468 |
|
| MORGAN STANLEY |
3435 |
- |
2024-03-31 |
612,033 |
$8,366,000 |
544,597 |
|
| Madrona Financial Services LLC |
14 |
- |
2024-03-31 |
453,545 |
$6,200,000 |
-41,055 |
|
| LPL FINANCIAL CORP |
1648 |
- |
2024-03-31 |
435,445 |
$5,953,000 |
120,296 |
|
| Echo45 Advisors LLC |
12 |
- |
2024-03-31 |
285,054 |
$3,897,000 |
2,058 |
|
| BALYASNY ASSET MANAGEMENT LLC |
948 |
- |
2024-03-31 |
229,335 |
$3,135,000 |
-19,741 |
|
| COLUMBIA ADVISORY PARTNERS LLC |
9 |
- |
2024-03-31 |
223,003 |
$3,048,000 |
23,303 |
|
| ATRIA INVESTMENTS LLC |
615 |
- |
2024-03-31 |
160,808 |
$2,198,000 |
-8,981 |
|
| Atria Wealth Solutions Inc. |
791 |
- |
2024-03-31 |
94,796 |
$1,296,000 |
-180,551 |
|
| TOWNSQUARE CAPITAL LLC |
591 |
- |
2024-03-31 |
93,796 |
$1,282,000 |
7,092 |
|
| GeoWealth Management LLC |
345 |
- |
2024-03-31 |
54,871 |
$750,000 |
8,182 |
|
| Change Path LLC |
485 |
- |
2024-03-31 |
48,371 |
$661,000 |
31,870 |
|
| FTB Advisors Inc. |
302 |
- |
2024-03-31 |
45,167 |
$617,000 |
28,228 |
|
| Envestnet Portfolio Solutions Inc. |
1031 |
- |
2024-03-31 |
44,917 |
$614,000 |
6,025 |
|
| Feltz Wealth PLAN Inc. |
189 |
- |
2024-03-31 |
43,065 |
$589,000 |
2,116 |
|
| Allen Mooney & Barnes Investment Advisors LLC |
92 |
*New |
2024-03-31 |
42,245 |
$574,000 |
42,245 |
|
| Atlas Financial Advisors Inc. |
16 |
- |
2024-03-31 |
38,453 |
$526,000 |
-21,921 |
|
| Mutual Advisors LLC |
682 |
- |
2024-03-31 |
36,933 |
$505,000 |
13,766 |
|
| CWM LLC |
1241 |
*New |
2024-03-31 |
26,488 |
$362,000 |
26,488 |
|
| H D Vest Advisory Services |
1231 |
*New |
2024-03-31 |
24,797 |
$339,000 |
24,797 |
|
| Kestra Advisory Services LLC |
2185 |
*New |
2024-03-31 |
16,330 |
$223,000 |
16,330 |
|
| WHITTIER TRUST CO OF NEVADA INC |
456 |
- |
2024-03-31 |
15,962 |
$218,000 |
0 |
|
| JANE STREET GROUP LLC |
4681 |
- |
2024-03-31 |
15,833 |
$216,000 |
-8,268 |
|
| Cetera Investment Advisers |
3278 |
- |
2024-03-31 |
15,753 |
$215,000 |
4,738 |
|
| WHITTIER TRUST CO |
643 |
- |
2024-03-31 |
14,905 |
$204,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3028 |
- |
2024-03-31 |
13,305 |
$182,000 |
3,169 |
|
| Axiom Advisory LLC |
36 |
- |
2024-03-31 |
12,443 |
$170,000 |
0 |
|
| IFP Advisors Inc |
1073 |
- |
2023-12-31 |
11,042 |
$149,000 |
10,846 |
|
| ICA Group Wealth Management LLC |
499 |
- |
2024-03-31 |
4,613 |
$63,000 |
102 |
|
| Goss Wealth Management LLC |
2254 |
- |
2024-03-31 |
4,110 |
$56,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1662 |
- |
2023-12-31 |
2,281 |
$31,000 |
-237 |
|
| UBS Group AG |
5675 |
- |
2024-03-31 |
1,563 |
$21,000 |
1,563 |
|
| PROEQUITIES INC. |
1606 |
- |
2024-03-31 |
1,000 |
$14,000 |
0 |
|
| US BANCORP |
3578 |
*New |
2024-03-31 |
184 |
$3,000 |
184 |
|
| GRADIENT INVESTMENTS LLC |
942 |
- |
2024-03-31 |
47 |
$1,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1855 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,368 |
|
| BANK OF AMERICA CORP /DE/ |
6264 |
*Closed |
2024-03-31 |
0 |
$0 |
-42 |
|
| FMR LLC |
5207 |
*Closed |
2024-03-31 |
0 |
$0 |
-118 |
|
| WELLS FARGO & CO/MN |
6647 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| Coppell Advisory Solutions LLC |
1825 |
- |
2023-12-31 |
17 |
$0 |
-33 |
|
| ROYAL BANK OF CANADA |
6753 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,442 |
|
| MULTIFINANCIAL SECURITIES CORP |
2434 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,184 |
|
|
47 Records found
|
1
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