| |
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 |
- |
2023-12-31 |
10,788,695 |
$145,539,000 |
2,512,454 |
|
| Main Management LLC |
3 |
- |
2023-12-31 |
6,034,974 |
$81,351,000 |
-99,819 |
|
| Encompass More Asset Management |
1 |
- |
2023-12-31 |
909,456 |
$12,259,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1471 |
- |
2023-12-31 |
704,058 |
$9,491,000 |
92,693 |
|
| Madrona Financial Services LLC |
14 |
- |
2024-03-31 |
453,545 |
$6,200,000 |
-41,055 |
|
| Advisor Group Holdings Inc. |
1143 |
- |
2023-12-31 |
402,773 |
$5,430,000 |
52,578 |
|
| LPL FINANCIAL CORP |
1783 |
- |
2023-12-31 |
315,149 |
$4,248,000 |
171,172 |
|
| Echo45 Advisors LLC |
12 |
- |
2024-03-31 |
285,054 |
$3,897,000 |
2,058 |
|
| Atria Wealth Solutions Inc. |
386 |
- |
2023-12-31 |
275,347 |
$3,714,000 |
243,084 |
|
| BALYASNY ASSET MANAGEMENT LLC |
869 |
*New |
2023-12-31 |
249,076 |
$3,358,000 |
249,076 |
|
| COLUMBIA ADVISORY PARTNERS LLC |
9 |
- |
2024-03-31 |
223,003 |
$3,048,000 |
23,303 |
|
| ATRIA INVESTMENTS LLC |
547 |
*New |
2023-12-31 |
169,789 |
$2,289,000 |
169,789 |
|
| TOWNSQUARE CAPITAL LLC |
553 |
- |
2023-12-31 |
86,704 |
$1,169,000 |
12,772 |
|
| MORGAN STANLEY |
4819 |
- |
2023-12-31 |
67,436 |
$909,000 |
67,236 |
|
| Atlas Financial Advisors Inc. |
10 |
- |
2023-12-31 |
60,374 |
$814,000 |
-51,101 |
|
| GeoWealth Management LLC |
288 |
- |
2023-12-31 |
46,689 |
$629,000 |
11 |
|
| FTB Advisors Inc. |
302 |
- |
2024-03-31 |
45,167 |
$617,000 |
28,228 |
|
| Allen Mooney & Barnes Investment Advisors LLC |
92 |
*New |
2024-03-31 |
42,245 |
$574,000 |
42,245 |
|
| Feltz Wealth PLAN Inc. |
207 |
- |
2023-12-31 |
40,949 |
$552,000 |
1,860 |
|
| Envestnet Portfolio Solutions Inc. |
1024 |
- |
2023-12-31 |
38,892 |
$524,000 |
3,550 |
|
| Mutual Advisors LLC |
|
- |
2024-03-31 |
36,933 |
$505,000 |
13,766 |
|
| ADVISORY SERVICES NETWORK, LLC |
1014 |
*New |
2023-12-31 |
27,368 |
$369,000 |
27,368 |
|
| CWM LLC |
1241 |
*New |
2024-03-31 |
26,488 |
$362,000 |
26,488 |
|
| JANE STREET GROUP LLC |
4343 |
- |
2023-12-31 |
24,101 |
$325,000 |
-104,145 |
|
| Change Path LLC |
575 |
- |
2023-12-31 |
16,501 |
$223,000 |
16,501 |
|
| WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
15,962 |
$218,000 |
0 |
|
| MULTIFINANCIAL SECURITIES CORP |
1584 |
- |
2023-12-31 |
16,184 |
$218,000 |
-5,849 |
|
| WHITTIER TRUST CO |
|
- |
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 |
|
| Cetera Investment Advisers |
2080 |
- |
2023-12-31 |
11,015 |
$148,000 |
-1,489 |
|
| ICA Group Wealth Management LLC |
462 |
- |
2023-12-31 |
4,511 |
$61,000 |
4,511 |
|
| Goss Wealth Management LLC |
2185 |
*New |
2023-12-31 |
4,110 |
$55,000 |
4,110 |
|
| ROYAL BANK OF CANADA |
5336 |
- |
2023-12-31 |
3,442 |
$46,000 |
3,442 |
|
| HARBOUR INVESTMENTS INC. |
1662 |
- |
2023-12-31 |
2,281 |
$31,000 |
-237 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
1,000 |
$14,000 |
0 |
|
| FMR LLC |
4473 |
- |
2023-12-31 |
118 |
$2,000 |
118 |
|
| BANK OF AMERICA CORP /DE/ |
6011 |
*New |
2023-12-31 |
42 |
$1,000 |
42 |
|
| GRADIENT INVESTMENTS LLC |
942 |
- |
2024-03-31 |
47 |
$1,000 |
0 |
|
| UBS Group AG |
7315 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,063 |
|
| Impact Partnership Wealth LLC |
856 |
*Closed |
2023-12-31 |
0 |
$0 |
-198 |
|
| Coppell Advisory Solutions Corp. |
742 |
*Closed |
2023-03-31 |
0 |
$0 |
-50 |
|
| GTS SECURITIES LLC |
1642 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,129 |
|
| EverSource Wealth Advisors LLC |
2702 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,421 |
|
| Coppell Advisory Solutions LLC |
1825 |
- |
2023-12-31 |
17 |
$0 |
-33 |
|
|
46 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
|
|
|
