| |
Institutional
Holders
Total
Institutions:
 |
25  1 |
|
|
Total
shares held :
|
28,038,286 |
|
|
% of shares
held :
|
31.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
|
Amount
of shares held :
|
868,906 |
|
|
% of shares
held change :
|
 0.97% |
|
| 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 |
  SOFI WEALTH LLC |
1 |
- |
2024-03-31 |
29,264,149 |
$545,191,000 |
1,763,375 |
|
| Teamwork Financial Advisors LLC |
45 |
- |
2024-03-31 |
150,805 |
$2,809,000 |
-482 |
|
| GTS SECURITIES LLC |
491 |
- |
2024-03-31 |
63,573 |
$1,184,000 |
63,573 |
|
| Toroso Investments LLC |
858 |
- |
2024-03-31 |
52,475 |
$978,000 |
3,081 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2768 |
- |
2024-03-31 |
45,139 |
$841,000 |
45,139 |
|
| Centric Wealth Management |
73 |
- |
2024-03-31 |
44,179 |
$790,000 |
-534 |
|
| WEDBUSH MORGAN SECURITIES INC |
578 |
- |
2024-03-31 |
31,938 |
$595,000 |
4,023 |
|
| Joel Isaacson & Co. LLC |
230 |
- |
2024-03-31 |
23,361 |
$435,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2844 |
- |
2024-03-31 |
15,629 |
$291,000 |
2,900 |
|
| RAYMOND JAMES & ASSOCIATES |
3487 |
- |
2024-03-31 |
12,231 |
$228,000 |
247 |
|
| HRT FINANCIAL LLC |
1663 |
*New |
2024-03-31 |
10,096 |
$188,000 |
10,096 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1024 |
- |
2024-03-31 |
7,077 |
$132,000 |
1,644 |
|
| FMR LLC |
3182 |
- |
2024-03-31 |
4,559 |
$85,000 |
44 |
|
| Advisor Group Holdings Inc. |
4342 |
- |
2024-03-31 |
4,344 |
$81,000 |
279 |
|
| MORGAN STANLEY |
5946 |
- |
2024-03-31 |
3,048 |
$57,000 |
432 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2084 |
- |
2024-03-31 |
2,511 |
$47,000 |
100 |
|
| ROYAL BANK OF CANADA |
5027 |
- |
2024-03-31 |
2,090 |
$39,000 |
578 |
|
| Bear Mountain Capital Inc. |
90 |
- |
2024-03-31 |
1,142 |
$20,000 |
0 |
|
| Concord Wealth Partners |
518 |
*New |
2024-03-31 |
847 |
$16,000 |
847 |
|
| Annapolis Financial Services LLC |
296 |
- |
2024-03-31 |
398 |
$7,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5859 |
*New |
2024-03-31 |
380 |
$7,000 |
380 |
|
| J P MORGAN CHASE & CO |
5093 |
*New |
2024-03-31 |
335 |
$6,000 |
335 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3825 |
- |
2024-03-31 |
312 |
$6,000 |
0 |
|
| IFP Advisors Inc |
2404 |
- |
2023-12-31 |
321 |
$5,000 |
0 |
|
| Farther Finance Advisors LLC |
2929 |
- |
2024-03-31 |
56 |
$1,000 |
0 |
|
| SANDY SPRING BANK |
1156 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6151 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
| PROEQUITIES INC. |
4734 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6077 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,145 |
|
| BNP PARIBAS ARBITRAGE SA |
3171 |
*New |
2024-03-31 |
7 |
$0 |
7 |
|
| UBS Group AG |
8090 |
*Closed |
2024-03-31 |
0 |
$0 |
-52 |
|
| Personal Capital Advisors Corp |
502 |
*Closed |
2022-12-31 |
0 |
$0 |
-12,789 |
|
| AE Wealth Management LLC |
1803 |
*Closed |
2024-03-31 |
0 |
$0 |
-152,149 |
|
|
33 Records found
|
1
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