| |
Institutional
Holders
Total
Institutions:
 |
292  25 |
|
|
Total
shares held :
|
62,937,827 |
|
|
% of shares
held :
|
40.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
101 |
|
|
Amount
of shares held :
|
19,844,901 |
|
|
% of shares
held change :
|
12.62% |
|
| 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 |
  Empowered Funds LLC |
21 |
*New |
2024-03-31 |
436,405 |
$28,742,000 |
436,405 |
|
| CLS INVESTMENT FIRM LLC |
130 |
*New |
2022-12-31 |
146,423 |
$8,105,000 |
146,423 |
|
| PATHSTONE FAMILY OFFICE, LLC |
322 |
*New |
2023-09-30 |
179,334 |
$3,894,000 |
179,334 |
|
| SMITH MOORE & CO. |
58 |
*New |
2023-12-31 |
49,367 |
$3,085,000 |
49,367 |
|
| AIRE ADVISORS LLC |
42 |
*New |
2023-12-31 |
33,734 |
$2,108,000 |
33,734 |
|
| TD Waterhouse Canada Inc. |
420 |
*New |
2024-03-31 |
18,641 |
$1,650,000 |
18,641 |
|
| PROSPERA FINANCIAL SERVICES |
369 |
*New |
2023-12-31 |
23,831 |
$1,489,000 |
23,831 |
|
| COWA LLC |
35 |
*New |
2024-03-31 |
15,777 |
$1,039,000 |
15,777 |
|
| KAVAR CAPITAL PARTNERS GROUP LLC |
102 |
*New |
2023-12-31 |
15,708 |
$982,000 |
15,708 |
|
| Family Investment Center Inc. |
34 |
*New |
2024-03-31 |
14,410 |
$949,000 |
14,410 |
|
| BRIGGS ADVISORY GROUP INC. |
29 |
*New |
2023-09-30 |
15,375 |
$889,000 |
15,375 |
|
| Independent Advisor Alliance |
446 |
*New |
2024-03-31 |
7,959 |
$524,000 |
7,959 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2139 |
*New |
2023-12-31 |
7,792 |
$487,000 |
7,792 |
|
| MONETA GROUP INVESTMENT ADVISORS INC |
368 |
*New |
2023-12-31 |
6,558 |
$410,000 |
6,558 |
|
| Austin Wealth Management LLC |
83 |
*New |
2023-12-31 |
6,523 |
$401,000 |
6,523 |
|
| Bridgeworth LLC |
|
*New |
2023-12-31 |
6,170 |
$386,000 |
6,170 |
|
| Relaxing Retirement Coach |
59 |
*New |
2023-06-30 |
5,723 |
$329,000 |
5,723 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
372 |
*New |
2024-03-31 |
4,486 |
$291,000 |
4,486 |
|
| Pacific Sage Partners LLC |
77 |
*New |
2024-03-31 |
4,339 |
$286,000 |
4,339 |
|
| IFRAH FINANCIAL SERVICES INC |
179 |
*New |
2024-03-31 |
4,120 |
$271,000 |
4,120 |
|
| DBK Financial Counsel LLC |
49 |
*New |
2024-03-31 |
3,195 |
$210,000 |
3,195 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
478 |
*New |
2024-03-31 |
3,167 |
$209,000 |
3,167 |
|
| Qube Research & Technologies Ltd |
2639 |
*New |
2023-12-31 |
1,900 |
$119,000 |
1,900 |
|
| Ritter Daniher Financial Advisory LLC / DE |
112 |
*New |
2023-12-31 |
1,810 |
$113,000 |
1,810 |
|
| BESSEMER GROUP INC |
1353 |
*New |
2023-12-31 |
719 |
$45,000 |
719 |
|
| MATHER GROUP, INC. |
890 |
*New |
2024-03-31 |
720 |
$45,000 |
720 |
|
| Atlantic Trust Group LLC |
1725 |
*New |
2024-03-31 |
671 |
$44,000 |
671 |
|
| ANGELES WEALTH MANAGEMENT LLC |
266 |
*New |
2024-03-31 |
388 |
$26,000 |
388 |
|
| BROWN BROTHERS HARRIMAN & CO |
858 |
*New |
2024-03-31 |
385 |
$25,000 |
385 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
501 |
*New |
2024-03-31 |
317 |
$21,000 |
317 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
927 |
*New |
2024-03-31 |
217 |
$14,000 |
217 |
|
| Capital Investment Advisory Services LLC |
790 |
*New |
2024-03-31 |
205 |
$14,000 |
205 |
|
| SALEM INVESTMENT COUNSELORS INC |
800 |
*New |
2024-03-31 |
187 |
$12,000 |
187 |
|
| Financial Advisory Service Inc. |
412 |
*New |
2024-03-31 |
110 |
$7,000 |
110 |
|
| Annis Gardner Whiting Capital Advisors LLC |
506 |
*New |
2023-12-31 |
108 |
$7,000 |
108 |
|
| JFS WEALTH ADVISORS, LLC |
1024 |
*New |
2024-03-31 |
89 |
$6,000 |
89 |
|
| Christopher J. Hasenberg Inc |
80 |
*New |
2024-03-31 |
92 |
$6,000 |
92 |
|
| Nemes Rush Group LLC |
529 |
*New |
2023-12-31 |
47 |
$3,000 |
47 |
|
|
38 Records found
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1
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