|
Institutional
Holders
Total
Institutions:
|
993 39 |
|
Total
shares held :
|
473,391,036 |
|
% of shares
held :
|
26.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
161 |
|
Amount
of shares held :
|
43,963,399 |
|
% of shares
held change :
|
2.49% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.71 |
|
Last
Quarter's Ending
Price :
|
$51.05 |
|
Last
Quarter's Average
Price :
|
$49.03 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.07 (2.18%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
100
|
6,872,169
|
1.45%
|
|
|
Increased
Positions : |
437
|
67,009,010
|
14.16%
|
|
|
Unchanged
Positions : |
141
|
4,079,979
|
0.86%
|
|
|
Decreased
Positions : |
315
|
-27,096,070
|
-5.72%
|
|
|
Closed
Positions : |
61
|
-2,821,710
|
-0.6%
|
|
|
Guru
Positions : |
1
|
44,020
|
0.01%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
60 |
- |
2024-03-31 |
77,011,697 |
$3,896,792,000 |
-9,371,274 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
12 |
- |
2024-03-31 |
34,598,700 |
$1,750,699,000 |
1,806,787 |
|
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
13 |
- |
2024-03-31 |
29,485,963 |
$1,491,990,000 |
1,333,540 |
|
Wealthfront Advisers LLC |
6 |
- |
2024-03-31 |
28,367,266 |
$1,435,384,000 |
3,543,291 |
|
CREATIVE PLANNING |
17 |
- |
2024-03-31 |
24,804,375 |
$1,255,101,000 |
50,023 |
|
FMR LLC |
279 |
- |
2024-03-31 |
18,483,470 |
$935,264,000 |
-685,001 |
|
RAYMOND JAMES & ASSOCIATES |
23 |
- |
2024-03-31 |
17,637,463 |
$892,456,000 |
403,508 |
|
NORTHERN TRUST CORP |
173 |
- |
2024-03-31 |
13,146,923 |
$665,234,000 |
1,426,351 |
|
MORGAN STANLEY |
355 |
- |
2024-03-31 |
12,302,343 |
$622,499,000 |
-156,208 |
|
TIAA TRUST NATIONAL ASSOCIATION |
12 |
- |
2024-03-31 |
11,389,248 |
$576,296,000 |
455,925 |
|
SEI INVESTMENTS CO |
13 |
- |
2024-03-31 |
10,619,456 |
$537,346,000 |
-427,127 |
|
ENVESTNET ASSET MANAGEMENT INC |
114 |
- |
2024-03-31 |
8,869,930 |
$448,818,000 |
514,629 |
|
BANK OF AMERICA CORP /DE/ |
371 |
- |
2024-03-31 |
8,644,408 |
$437,407,000 |
669,622 |
|
WELLS FARGO & CO/MN |
201 |
- |
2024-03-31 |
7,055,907 |
$357,029,000 |
-316,736 |
|
UBS Group AG |
195 |
- |
2024-03-31 |
6,102,134 |
$308,768,000 |
-248,626 |
|
TIAA FSB |
24 |
- |
2023-06-30 |
6,047,111 |
$303,686,000 |
408,323 |
|
KOCHIS FITZ/QUINTILE LLC |
2 |
- |
2024-03-31 |
5,021,908 |
$254,109,000 |
-483,147 |
|
MERCER GLOBAL ADVISORS INC /ADV |
28 |
- |
2024-03-31 |
4,998,676 |
$253,151,000 |
362,585 |
|
CI Private Wealth LLC |
52 |
- |
2024-03-31 |
4,522,294 |
$228,828,000 |
-5,761 |
|
FRANKLIN RESOURCES INC |
255 |
- |
2024-03-31 |
4,514,452 |
$228,431,000 |
728,049 |
|
LPL FINANCIAL CORP |
166 |
- |
2024-03-31 |
4,121,881 |
$208,567,000 |
1,482,759 |
|
D E SHAW & CO INC |
77 |
- |
2024-03-31 |
3,737,300 |
$189,107,000 |
3,373,000 |
|
US BANCORP |
74 |
- |
2024-03-31 |
3,693,174 |
$186,875,000 |
-159,723 |
|
AMERIPRISE FINANCIAL INC |
368 |
- |
2024-03-31 |
3,481,202 |
$176,170,000 |
486,533 |
|
Adviser Investments LLC |
8 |
- |
2024-03-31 |
3,163,683 |
$160,082,000 |
109,692 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
6 |
- |
2024-03-31 |
3,124,553 |
$158,102,000 |
453,145 |
|
HPM Partners LLC |
50 |
- |
2024-03-31 |
3,130,598 |
$157,804,000 |
248,062 |
|
SCS CAPITAL MANAGEMENT LLC |
10 |
- |
2024-03-31 |
2,748,544 |
$139,076,000 |
-65,660 |
|
MEMBERS Trust Co |
10 |
- |
2024-03-31 |
2,680,184 |
$135,617,000 |
42,057 |
|
PNC FINANCIAL SERVICES GROUP INC |
161 |
- |
2024-03-31 |
2,378,081 |
$120,331,000 |
-53,540 |
|
JONES FINANCIAL COMPANIES LLLP |
42 |
- |
2024-03-31 |
2,308,254 |
$116,798,000 |
102,648 |
|
MARINER WEALTH ADVISORS, LLC |
90 |
- |
2024-03-31 |
2,226,384 |
$112,655,000 |
-178,598 |
|
Orgel Wealth Management LLC |
14 |
- |
2024-03-31 |
1,956,969 |
$99,023,000 |
120,817 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
144 |
- |
2024-03-31 |
1,955,957 |
$98,971,000 |
-27,175 |
|
Advisor Group Holdings Inc. |
94 |
- |
2024-03-31 |
1,939,607 |
$98,149,000 |
-318,763 |
|
Prime Capital Investment Advisors LLC |
17 |
- |
2024-03-31 |
1,862,160 |
$94,225,000 |
80,251 |
|
HIGHTOWER ADVISORS, LLC |
156 |
- |
2024-03-31 |
1,796,904 |
$90,939,000 |
169,390 |
|
JANE STREET GROUP LLC |
137 |
*New |
2024-03-31 |
1,638,238 |
$82,895,000 |
1,638,238 |
|
VANGUARD GROUP INC |
1961 |
- |
2024-03-31 |
1,608,324 |
$81,381,000 |
-96,975 |
|
First Ascent Asset Management LLC |
3 |
- |
2023-12-31 |
1,576,165 |
$80,463,000 |
151,911 |
|
GeoWealth Management LLC |
6 |
- |
2024-03-31 |
1,558,450 |
$78,857,000 |
1,550,788 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
108 |
- |
2024-03-31 |
1,510,266 |
$76,419,000 |
87,962 |
|
Sequoia Financial Advisors LLC |
20 |
- |
2024-03-31 |
1,499,475 |
$75,873,000 |
27,798 |
|
Baird Financial Group Inc. |
143 |
- |
2024-03-31 |
1,480,381 |
$74,907,000 |
-385,549 |
|
Bleakley Financial Group LLC |
8 |
- |
2024-03-31 |
1,442,694 |
$73,000,000 |
53,732 |
|
Simplicity WealthLLC |
8 |
*New |
2024-03-31 |
1,434,143 |
$72,568,000 |
1,434,143 |
|
Sawtooth Asset Management Inc. |
9 |
- |
2023-12-31 |
1,392,376 |
$71,081,000 |
35,314 |
|
Resources Investment Advisors Inc. |
21 |
- |
2024-03-31 |
1,326,681 |
$67,130,000 |
204,613 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
39 |
- |
2024-03-31 |
1,282,743 |
$64,894,000 |
-1,304,627 |
|
CRESTWOOD ADVISORS LLC |
23 |
- |
2024-03-31 |
1,240,450 |
$62,767,000 |
17,045 |
|
STIFEL FINANCIAL CORP |
263 |
- |
2024-03-31 |
1,224,120 |
$61,941,000 |
29,564 |
|
BAKER BOYER NATIONAL BANK |
1 |
- |
2024-03-31 |
1,193,206 |
$60,364,000 |
-111 |
|
Lutz Financial Services LLC |
5 |
- |
2024-03-31 |
1,189,003 |
$60,164,000 |
137,794 |
|
Waldron LP |
6 |
- |
2024-03-31 |
1,182,441 |
$59,832,000 |
-37,596 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
197 |
- |
2024-03-31 |
1,175,506 |
$59,481,000 |
-67,221 |
|
Ackerman Capital Advisors LLC |
1 |
- |
2024-03-31 |
1,158,947 |
$58,643,000 |
-1,336 |
|
Meeder Advisory Services Inc. |
2 |
- |
2024-03-31 |
1,100,409 |
$55,681,000 |
59,810 |
|
Full Sail Capital LLC |
7 |
- |
2024-03-31 |
1,062,049 |
$53,740,000 |
161,413 |
|
REGIONS FINANCIAL CORP |
64 |
- |
2024-03-31 |
1,032,918 |
$52,266,000 |
24,770 |
|
MML INVESTORS SERVICES LLC |
104 |
- |
2024-03-31 |
1,009,122 |
$51,062,000 |
-80,264 |
|
Streettalk Advisors LLC |
9 |
- |
2024-03-31 |
992,552 |
$50,223,000 |
375,809 |
|
SAVANT CAPITAL MANAGEMENT INC |
32 |
- |
2024-03-31 |
980,998 |
$49,639,000 |
-34,698 |
|
Independent Advisor Alliance |
8 |
- |
2024-03-31 |
959,460 |
$48,549,000 |
-671,484 |
|
ROYAL BANK OF CANADA |
729 |
- |
2024-03-31 |
929,772 |
$47,047,000 |
-129,613 |
|
THOMPSON SIEGEL & WALMSLEY LLC |
50 |
- |
2024-03-31 |
915,636 |
$46,331,000 |
52,262 |
|
West Financial Advisors LLC |
4 |
- |
2024-03-31 |
903,705 |
$45,727,000 |
19,833 |
|
BANK OF NEW YORK MELLON CORP |
1092 |
- |
2024-03-31 |
896,565 |
$45,366,000 |
208,558 |
|
Foster Group Inc. |
11 |
- |
2024-03-31 |
895,779 |
$45,326,000 |
767,979 |
|
Beaird Harris Wealth Management LLC |
6 |
- |
2024-03-31 |
886,412 |
$44,852,000 |
63,062 |
|
CALLAN CAPITAL, LLC |
5 |
- |
2024-03-31 |
857,329 |
$43,381,000 |
77,028 |
|
MATHER GROUP, INC. |
22 |
- |
2024-03-31 |
848,235 |
$43,302,000 |
-1,768 |
|
GOLDMAN SACHS GROUP INC/ |
1076 |
- |
2024-03-31 |
834,945 |
$42,248,000 |
-185,358 |
|
RENAISSANCE TECHNOLOGIES LLC |
364 |
- |
2024-03-31 |
809,800 |
$40,976,000 |
-638,295 |
|
Wedmont Private Capital |
8 |
- |
2024-03-31 |
767,452 |
$38,480,000 |
101,667 |
|
Sunflower Bank N.A. |
4 |
- |
2024-03-31 |
759,746 |
$38,443,000 |
70,634 |
|
Heritage Investment Group Inc. |
5 |
- |
2024-03-31 |
754,260 |
$38,166,000 |
5,149 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
11 |
- |
2024-03-31 |
745,798 |
$37,737,000 |
-56,426 |
|
CWM LLC |
111 |
- |
2024-03-31 |
741,774 |
$37,534,000 |
1,850 |
|
M&T BANK CORP |
141 |
- |
2024-03-31 |
721,101 |
$36,488,000 |
-119,440 |
|
BSW WEALTH PARTNERS |
2 |
- |
2024-03-31 |
710,667 |
$35,960,000 |
7,529 |
|
EP WEALTH ADVISORS, INC. |
62 |
- |
2024-03-31 |
695,292 |
$35,182,000 |
1,832 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
53 |
- |
2024-03-31 |
693,283 |
$35,080,000 |
-42,765 |
|
ALLEN INVESTMENT MANAGEMENT LLC |
34 |
- |
2024-03-31 |
675,526 |
$34,182,000 |
-92,487 |
|
MODERA WEALTH MANAGEMENT, LLC |
52 |
- |
2024-03-31 |
661,605 |
$33,477,000 |
-13,904 |
|
Sargent Bickham Lagudis LLC |
7 |
- |
2022-12-31 |
675,456 |
$33,428,000 |
-5,565 |
|
Willow Creek Wealth Management Inc. |
6 |
- |
2023-12-31 |
640,159 |
$32,680,000 |
-191,832 |
|
Bedel Financial Consulting Inc. |
3 |
- |
2024-03-31 |
625,163 |
$31,633,000 |
-1,040 |
|
JFS WEALTH ADVISORS, LLC |
11 |
- |
2024-03-31 |
583,336 |
$29,517,000 |
55,009 |
|
Rockwood Wealth Management LLC |
6 |
- |
2024-03-31 |
580,068 |
$29,351,000 |
85,971 |
|
Sontag Advisory LLC |
37 |
- |
2024-03-31 |
577,967 |
$29,245,000 |
-27,850 |
|
BEDEL FINANCIAL CONSULTING INC |
2 |
- |
2023-09-30 |
594,192 |
$28,581,000 |
0 |
|
PINNACLE FINANCIAL PARTNERS INC |
40 |
- |
2024-03-31 |
527,520 |
$26,692,000 |
-26,209 |
|
NICOLET ADVISORY SERVICES LLC |
6 |
- |
2024-03-31 |
525,296 |
$26,338,000 |
-7,688 |
|
BB&T CORP |
358 |
- |
2024-03-31 |
516,017 |
$26,110,000 |
31,364 |
|
Passive Capital Management LLC. |
2 |
- |
2023-03-31 |
500,786 |
$25,370,000 |
2,850 |
|
Cetera Investment Advisers |
66 |
- |
2024-03-31 |
492,266 |
$24,909,000 |
-4,880 |
|
BRAGG FINANCIAL ADVISORS INC |
19 |
- |
2024-03-31 |
482,873 |
$24,433,000 |
22,732 |
|
Beacon Pointe Advisors LLC |
85 |
- |
2024-03-31 |
472,677 |
$23,917,000 |
-30,279 |
|
One Capital Management LLC |
36 |
- |
2024-03-31 |
465,234 |
$23,541,000 |
-17,108 |
|
BANK OF HAWAII |
17 |
- |
2024-03-31 |
454,835 |
$23,015,000 |
35,820 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|