|
Institutional
Holders
Total
Institutions:
|
262 12 |
|
Total
shares held :
|
93,012,694 |
|
% of shares
held :
|
89.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
142 |
|
Amount
of shares held :
|
17,533,121 |
|
% of shares
held change :
|
16.94% |
|
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 |
Empowered Funds LLC |
33 |
*New |
2024-03-31 |
885,534 |
$22,572,000 |
885,534 |
|
Fundamentun LLC |
31 |
*New |
2024-03-31 |
399,305 |
$10,178,000 |
399,305 |
|
MML INVESTORS SERVICES LLC |
555 |
*New |
2023-12-31 |
222,520 |
$5,554,000 |
222,520 |
|
Rockbridge Investment Management LCC |
23 |
*New |
2023-12-31 |
193,726 |
$4,835,000 |
193,726 |
|
OConnor Financial Group LLC |
15 |
*New |
2024-03-31 |
187,434 |
$4,778,000 |
187,434 |
|
CREATIVE PLANNING |
710 |
*New |
2023-12-31 |
129,555 |
$3,234,000 |
129,555 |
|
JACKSON THORNTON ASSET MANAGEMENT LLC |
18 |
*New |
2023-12-31 |
79,053 |
$1,973,000 |
79,053 |
|
RCS Financial Planning LLC |
31 |
*New |
2024-03-31 |
48,359 |
$1,233,000 |
48,359 |
|
Parallel Advisors LLC |
347 |
*New |
2024-03-31 |
41,343 |
$1,054,000 |
41,343 |
|
Hemington Wealth Management |
39 |
*New |
2024-03-31 |
41,270 |
$1,052,000 |
41,270 |
|
HRT FINANCIAL LLC |
924 |
*New |
2023-12-31 |
38,813 |
$968,000 |
38,813 |
|
Keebeck Wealth Management LLC |
139 |
*New |
2023-12-31 |
33,434 |
$835,000 |
33,434 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1312 |
*New |
2024-03-31 |
27,128 |
$691,000 |
27,128 |
|
GOODMAN FINANCIAL CORP |
39 |
*New |
2024-03-31 |
24,219 |
$617,000 |
24,219 |
|
PATHSTONE FAMILY OFFICE, LLC |
1028 |
*New |
2023-09-30 |
21,417 |
$499,000 |
21,417 |
|
PARK AVENUE SECURITIES LLC |
965 |
*New |
2024-03-31 |
18,787 |
$479,000 |
18,787 |
|
BRIGGS ADVISORY GROUP INC. |
40 |
*New |
2023-09-30 |
19,494 |
$454,000 |
19,494 |
|
Hurlow Wealth Management Group Inc. |
83 |
*New |
2024-03-31 |
12,161 |
$310,000 |
12,161 |
|
AQR CAPITAL MANAGEMENT LLC |
2164 |
*New |
2023-12-31 |
9,102 |
$227,000 |
9,102 |
|
KFG WEALTH MANAGEMENT LLC |
146 |
*New |
2024-03-31 |
8,768 |
$223,000 |
8,768 |
|
BURNEY CO/ |
546 |
*New |
2023-12-31 |
8,870 |
$221,000 |
8,870 |
|
Hartland & Co. LLC |
792 |
*New |
2023-12-31 |
1,611 |
$40,000 |
1,611 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
735 |
*New |
2023-12-31 |
342 |
$9,000 |
342 |
|
Valued Wealth Advisors LLC |
291 |
*New |
2024-03-31 |
107 |
$3,000 |
107 |
|
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24 Records found
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1
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