|
Institutional
Holders
Total
Institutions:
|
520 61 |
|
Total
shares held :
|
67,632,359 |
|
% of shares
held :
|
75.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
251 |
|
Amount
of shares held :
|
8,557,273 |
|
% of shares
held change :
|
9.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.68 |
|
Last
Quarter's Ending
Price :
|
$89.80 |
|
Last
Quarter's Average
Price :
|
$80.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.26 (16.58%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CREATIVE PLANNING |
29 |
- |
2023-12-31 |
4,843,461 |
$434,943,000 |
280,704 |
|
LPL FINANCIAL CORP |
142 |
- |
2024-03-31 |
2,723,660 |
$255,234,000 |
65,434 |
|
TRUEPOINT, INC. |
7 |
- |
2024-03-31 |
2,187,292 |
$204,971,000 |
50,914 |
|
MORGAN STANLEY |
785 |
- |
2023-12-31 |
2,146,066 |
$192,717,000 |
583,967 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
12 |
- |
2024-03-31 |
1,751,825 |
$164,163,000 |
5,300 |
|
BANK OF AMERICA CORP /DE/ |
822 |
- |
2023-12-31 |
1,194,016 |
$107,223,000 |
269,584 |
|
Unison Advisors LLC |
2 |
- |
2024-03-31 |
1,143,453 |
$107,153,000 |
10,065 |
|
EVENSKY & KATZ INC |
5 |
- |
2024-03-31 |
909,776 |
$85,255,000 |
1,599 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
152 |
- |
2024-03-31 |
820,388 |
$76,879,000 |
28,118 |
|
WELLS FARGO & CO/MN |
559 |
- |
2024-03-31 |
812,235 |
$76,115,000 |
147,685 |
|
HIGHTOWER ADVISORS, LLC |
179 |
- |
2024-03-31 |
806,648 |
$75,557,000 |
45,244 |
|
TCI Wealth Advisors Inc. |
4 |
- |
2024-03-31 |
746,119 |
$69,919,000 |
3,405 |
|
Plancorp LLC |
9 |
- |
2023-12-31 |
753,948 |
$67,705,000 |
37,873 |
|
ALESCO ADVISORS LLC |
13 |
- |
2024-03-31 |
707,901 |
$66,337,000 |
144,433 |
|
OXFORD FINANCIAL GROUP LTD |
6 |
- |
2023-12-31 |
717,821 |
$64,460,000 |
34,664 |
|
Parcion Private Wealth LLC |
4 |
- |
2024-03-31 |
659,921 |
$61,841,000 |
1,875 |
|
UBS Group AG |
610 |
- |
2023-12-31 |
656,515 |
$58,955,000 |
290,781 |
|
WMS PARTNERS, LLC |
6 |
- |
2023-12-31 |
655,784 |
$58,889,000 |
47,302 |
|
SATOVSKY ASSET MANAGEMENT LLC |
2 |
- |
2024-03-31 |
617,160 |
$57,834,000 |
216 |
|
Hill Investment Group Partners LLC |
3 |
- |
2023-12-31 |
635,881 |
$57,102,000 |
31,905 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
11 |
- |
2023-12-31 |
620,867 |
$55,754,000 |
55,248 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
231 |
- |
2024-03-31 |
588,349 |
$55,134,000 |
38,925 |
|
Moisand Fitzgerald Tamayo LLC |
3 |
- |
2024-03-31 |
526,716 |
$49,359,000 |
13,037 |
|
AMERICAN CENTURY COMPANIES INC |
510 |
- |
2023-12-31 |
541,207 |
$48,600,000 |
66,937 |
|
ROYAL BANK OF CANADA |
717 |
- |
2023-12-31 |
518,396 |
$46,552,000 |
25,515 |
|
MARQUETTE ASSET MANAGEMENT INC. |
4 |
- |
2024-03-31 |
470,336 |
$44,075,000 |
2,133 |
|
Meredith Wealth Planning |
1 |
- |
2024-03-31 |
445,174 |
$41,717,000 |
672 |
|
RAYMOND JAMES & ASSOCIATES |
470 |
- |
2024-03-31 |
436,448 |
$40,900,000 |
74,880 |
|
Relative Value Partners Group LLC |
11 |
- |
2023-12-31 |
448,104 |
$40,240,000 |
39,379 |
|
Beaird Harris Wealth Management LLC |
9 |
- |
2023-12-31 |
433,248 |
$38,906,000 |
18,003 |
|
Buckingham Strategic Partners |
15 |
- |
2023-12-31 |
429,356 |
$38,556,000 |
40,641 |
|
TruWealth Advisors LLC |
9 |
- |
2024-03-31 |
392,131 |
$36,746,000 |
12,053 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
209 |
- |
2024-03-31 |
386,468 |
$36,216,000 |
35,864 |
|
Krilogy Financial LLC |
6 |
- |
2024-03-31 |
365,629 |
$34,263,000 |
7,420 |
|
ENVESTNET ASSET MANAGEMENT INC |
789 |
- |
2023-12-31 |
366,462 |
$32,908,000 |
76,870 |
|
HANSON MCCLAIN, INC. |
47 |
- |
2024-03-31 |
349,885 |
$32,788,000 |
257,747 |
|
Team Hewins LLC |
6 |
- |
2024-03-31 |
344,631 |
$32,295,000 |
5,006 |
|
PrairieView Partners LLC |
9 |
- |
2024-03-31 |
327,374 |
$30,679,000 |
746 |
|
Financial Partners Group Inc |
4 |
- |
2024-03-31 |
311,620 |
$29,202,000 |
99,636 |
|
QUARRY HILL ADVISORS LLC |
1 |
- |
2024-03-31 |
291,191 |
$27,287,000 |
10,421 |
|
Creative Capital Management Investments LLC |
4 |
- |
2024-03-31 |
285,565 |
$26,760,000 |
728 |
|
AE Wealth Management LLC |
173 |
- |
2023-12-31 |
288,174 |
$25,584,000 |
78,838 |
|
RVW Wealth LLC |
12 |
- |
2024-03-31 |
263,449 |
$24,688,000 |
20,325 |
|
J P MORGAN CHASE & CO |
1551 |
- |
2024-03-31 |
260,020 |
$24,366,000 |
31,834 |
|
JRM Investment Counsel LLC |
3 |
- |
2023-12-31 |
267,762 |
$24,045,000 |
94,628 |
|
EAGLE WEALTH STRATEGIES LLC |
2 |
- |
2024-03-31 |
258,157 |
$24,006,000 |
106,845 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
215 |
- |
2024-03-31 |
247,093 |
$23,155,000 |
35,331 |
|
CGC Financial Services LLC |
4 |
- |
2024-03-31 |
244,729 |
$22,934,000 |
8,675 |
|
Family Investment Center Inc. |
5 |
- |
2024-03-31 |
233,027 |
$21,837,000 |
58,301 |
|
Windsor Group LTD |
6 |
- |
2023-09-30 |
277,951 |
$21,666,000 |
14,450 |
|
CALLAN CAPITAL, LLC |
14 |
- |
2024-03-31 |
228,973 |
$21,457,000 |
44,538 |
|
Advisor Group Holdings Inc. |
385 |
- |
2024-03-31 |
225,204 |
$21,108,000 |
44,897 |
|
MB Generational Wealth LLC |
1 |
- |
2024-03-31 |
218,757 |
$20,500,000 |
21,927 |
|
WMG Financial Advisors LLC |
2 |
- |
2024-03-31 |
218,693 |
$20,494,000 |
14,954 |
|
True Wealth Design LLC |
6 |
- |
2023-12-31 |
217,026 |
$19,489,000 |
50,110 |
|
Symmetry Partner LLC |
17 |
- |
2024-03-31 |
207,025 |
$19,400,000 |
16,592 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
278 |
- |
2023-09-30 |
246,960 |
$19,251,000 |
11,900 |
|
SNS Financial Group LLC |
17 |
- |
2024-03-31 |
200,024 |
$18,744,000 |
8,056 |
|
Tarbox Group Inc. |
6 |
- |
2024-03-31 |
198,420 |
$18,594,000 |
17,740 |
|
MARINER WEALTH ADVISORS, LLC |
320 |
- |
2023-12-31 |
207,032 |
$18,591,000 |
14,952 |
|
KAVAR CAPITAL PARTNERS GROUP LLC |
10 |
- |
2023-12-31 |
205,250 |
$18,432,000 |
109,802 |
|
Valued Wealth Advisors LLC |
3 |
- |
2024-03-31 |
188,579 |
$17,672,000 |
155,659 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
34 |
- |
2024-03-31 |
184,010 |
$17,244,000 |
29,772 |
|
Foster Group Inc. |
27 |
- |
2024-03-31 |
181,173 |
$16,978,000 |
31,264 |
|
CWM LLC |
219 |
- |
2024-03-31 |
176,819 |
$16,570,000 |
16,598 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
60 |
- |
2024-03-31 |
174,874 |
$16,387,000 |
28,109 |
|
Great Point Wealth Advisors LLC |
6 |
- |
2024-03-31 |
172,899 |
$16,202,000 |
41,274 |
|
Glenview Trust Co |
70 |
- |
2023-12-31 |
173,051 |
$15,540,000 |
31,233 |
|
Objectivity Squared LLC |
2 |
- |
2024-03-31 |
171,800 |
$15,433,000 |
26,272 |
|
Orion Portfolio Solutions LLC |
129 |
- |
2024-03-31 |
162,567 |
$15,234,000 |
21,117 |
|
Chicago Partners Investment Group LLC |
33 |
- |
2024-03-31 |
167,524 |
$15,146,000 |
11,758 |
|
Paragon Advisors LLC |
2 |
- |
2024-03-31 |
160,730 |
$15,062,000 |
17,618 |
|
CONCENTRIC WEALTH MANAGEMENT LLC |
1 |
- |
2024-03-31 |
160,423 |
$15,033,000 |
2,678 |
|
DOrazio & Associates Inc. |
12 |
- |
2024-03-31 |
159,331 |
$14,931,000 |
14,000 |
|
Oakwell Private Wealth Management LLC |
6 |
- |
2024-03-31 |
157,775 |
$14,785,000 |
10,681 |
|
WESPAC Advisors SoCal LLC |
8 |
- |
2024-03-31 |
154,433 |
$14,472,000 |
1,028 |
|
Flagstone Financial Management |
7 |
- |
2024-03-31 |
150,766 |
$14,128,000 |
2,147 |
|
WALLINGTON ASSET MANAGEMENT LLC |
18 |
- |
2024-03-31 |
146,414 |
$13,720,000 |
876 |
|
Arlington Financial Advisors LLC |
12 |
- |
2024-03-31 |
142,363 |
$13,341,000 |
93,796 |
|
Barber Financial Group Inc. |
9 |
- |
2023-03-31 |
178,944 |
$13,253,000 |
11,556 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
9 |
- |
2023-12-31 |
145,563 |
$13,072,000 |
557 |
|
Wealth Architects LLC |
17 |
- |
2023-12-31 |
145,350 |
$13,052,000 |
6,848 |
|
Allegiance Financial Group Advisory Services LLC |
5 |
- |
2024-03-31 |
138,985 |
$13,024,000 |
10,933 |
|
Betterment LLC |
76 |
- |
2024-03-31 |
136,742 |
$12,814,000 |
107,596 |
|
Venturi Wealth Management LLC |
33 |
- |
2024-03-31 |
136,256 |
$12,769,000 |
5,453 |
|
OPUS CAPITAL GROUP LLC |
17 |
- |
2024-03-31 |
134,925 |
$12,644,000 |
1,054 |
|
AIRE ADVISORS LLC |
9 |
- |
2023-12-31 |
139,317 |
$12,525,000 |
1,197 |
|
COWA LLC |
1 |
- |
2024-03-31 |
131,964 |
$12,368,000 |
25,211 |
|
Tower Wealth Partners Inc. |
5 |
- |
2024-03-31 |
131,683 |
$12,340,000 |
1,788 |
|
Morton Brown Family Wealth LLC |
6 |
- |
2024-03-31 |
131,537 |
$12,326,000 |
82,704 |
|
Aprio Wealth Management LLC |
9 |
- |
2024-03-31 |
125,884 |
$11,797,000 |
14,744 |
|
MML INVESTORS SERVICES LLC |
329 |
- |
2023-12-31 |
130,880 |
$11,753,000 |
23,274 |
|
PATHSTONE FAMILY OFFICE, LLC |
151 |
- |
2023-09-30 |
177,677 |
$11,675,000 |
160,268 |
|
WCG Wealth Advisors LLC |
36 |
- |
2023-12-31 |
129,788 |
$11,655,000 |
11,414 |
|
Waypoint Capital Advisors LLC |
7 |
- |
2024-03-31 |
123,689 |
$11,591,000 |
14,029 |
|
Financial Synergies Wealth Advisors Inc. |
16 |
- |
2024-03-31 |
122,279 |
$11,459,000 |
122,279 |
|
SFG Wealth Management LLC. |
2 |
- |
2024-03-31 |
119,783 |
$11,225,000 |
5,405 |
|
H D Vest Advisory Services |
156 |
- |
2024-03-31 |
119,369 |
$11,186,000 |
77,354 |
|
Austin Asset Management Co Inc |
10 |
- |
2024-03-31 |
117,613 |
$11,022,000 |
888 |
|
BFSG LLC |
12 |
- |
2024-03-31 |
114,666 |
$10,745,000 |
30,698 |
|
|
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
|
|
|