|
Institutional
Holders
Total
Institutions:
|
432 17 |
|
Total
shares held :
|
264,029,526 |
|
% of shares
held :
|
29.34% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
141 |
|
Amount
of shares held :
|
-2,009,178,184 |
|
% of shares
held change :
|
-223.24% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
34
|
1,625,285
|
0.62%
|
|
|
Increased
Positions : |
233
|
18,085,023
|
6.85%
|
|
|
Unchanged
Positions : |
56
|
3,956,089
|
1.5%
|
|
|
Decreased
Positions : |
109
|
-5,976,055
|
-2.26%
|
|
|
Closed
Positions : |
17
|
-2,022,912,437
|
-766.17%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MERCER GLOBAL ADVISORS INC /ADV |
11 |
- |
2025-03-31 |
30,896,623 |
$857,999,000 |
3,487,062 |
|
ENVESTNET ASSET MANAGEMENT INC |
75 |
- |
2025-03-31 |
27,533,206 |
$764,597,000 |
-1,923,523 |
|
Forum Financial Management LP |
4 |
- |
2025-03-31 |
16,228,081 |
$450,654,000 |
-123,163 |
|
EVENSKY & KATZ INC |
2 |
- |
2025-03-31 |
6,319,608 |
$175,496,000 |
188,462 |
|
HIGHTOWER ADVISORS, LLC |
119 |
- |
2025-03-31 |
5,171,216 |
$143,605,000 |
295,446 |
|
RW Investment Management LLC |
2 |
- |
2025-03-31 |
4,743,178 |
$131,718,000 |
-172,346 |
|
Kestra Investment Management LLC |
5 |
- |
2025-03-31 |
4,730,371 |
$131,362,000 |
2,237,243 |
|
JMG FINANCIAL GROUP, LTD. |
9 |
- |
2025-03-31 |
4,102,611 |
$113,929,000 |
598,527 |
|
Summit Financial Strategies Inc. |
1 |
- |
2025-03-31 |
3,887,132 |
$107,946,000 |
80,682 |
|
Cannon Financial Strategists Inc. |
1 |
- |
2025-03-31 |
3,380,038 |
$93,864,000 |
102,007 |
|
Pathstone Holdings LLC |
40 |
- |
2025-03-31 |
3,305,066 |
$92,026,000 |
2,815 |
|
Wealthstream Advisors Inc. |
2 |
- |
2025-03-31 |
3,209,046 |
$89,115,000 |
103,904 |
|
Apella Capital LLC |
6 |
- |
2025-03-31 |
3,254,844 |
$86,677,000 |
452,415 |
|
AWM CAPITAL LLC |
4 |
- |
2025-03-31 |
2,967,603 |
$82,410,000 |
51,971 |
|
LPL FINANCIAL CORP |
513 |
- |
2025-03-31 |
2,771,687 |
$76,970,000 |
376,397 |
|
COLONY GROUP, LLC |
122 |
- |
2025-03-31 |
2,559,824 |
$71,086,000 |
812,145 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
3 |
- |
2025-03-31 |
2,505,201 |
$69,569,000 |
300,325 |
|
Miramar Fiduciary Corp |
1 |
- |
2025-03-31 |
2,269,446 |
$63,023,000 |
96,373 |
|
WPWealth LLP |
2 |
- |
2024-12-31 |
2,426,914 |
$62,724,000 |
143,627 |
|
Hill Investment Group Partners LLC |
1 |
- |
2025-03-31 |
2,194,800 |
$60,950,000 |
-5,071 |
|
GREAT VALLEY ADVISOR GROUP INC. |
12 |
- |
2025-03-31 |
2,191,454 |
$60,857,000 |
49,158 |
|
Aspen Capital Management LLC |
1 |
- |
2025-03-31 |
2,128,595 |
$59,111,000 |
0 |
|
Asset Dedication LLC |
5 |
- |
2025-03-31 |
2,117,644 |
$58,807,000 |
148,246 |
|
PARK AVENUE SECURITIES LLC |
20 |
- |
2025-03-31 |
2,064,742 |
$57,338,000 |
100,865 |
|
Syverson Strege & Co |
2 |
- |
2025-03-31 |
2,039,608 |
$56,640,000 |
35,924 |
|
Rockbridge Investment Management LCC |
6 |
- |
2025-03-31 |
2,028,577 |
$56,334,000 |
521,195 |
|
TRUEPOINT, INC. |
17 |
- |
2025-03-31 |
2,002,590 |
$55,612,000 |
-20,078 |
|
Rather & Kittrell Inc. |
1 |
- |
2025-03-31 |
1,948,617 |
$54,113,000 |
181,850 |
|
Resources Investment Advisors Inc. |
35 |
- |
2025-03-31 |
1,895,937 |
$52,650,000 |
52,292 |
|
BRIGHTON JONES LLC |
8 |
- |
2025-03-31 |
1,822,674 |
$50,616,000 |
126,525 |
|
SJS Investment Consulting Inc. |
2 |
- |
2025-03-31 |
1,775,942 |
$49,318,000 |
5,114 |
|
CATALYST CAPITAL ADVISORS LLC |
21 |
- |
2025-03-31 |
1,741,130 |
$48,351,000 |
-10,683 |
|
Millburn Ridgefield Corp |
21 |
- |
2025-03-31 |
1,741,130 |
$48,351,000 |
-10,683 |
|
Baird Financial Group Inc. |
191 |
- |
2025-03-31 |
1,672,274 |
$46,439,000 |
7,420 |
|
Leading Edge Financial Planning LLC |
2 |
- |
2025-03-31 |
1,607,348 |
$44,636,000 |
93,023 |
|
Kooman & Associates |
2 |
- |
2025-03-31 |
1,562,523 |
$43,391,000 |
59,619 |
|
DiNuzzo Private Wealth Inc. |
6 |
- |
2025-03-31 |
1,523,384 |
$42,304,000 |
-2,779 |
|
Helen Stephens Group LLC |
2 |
- |
2025-06-30 |
1,306,945 |
$40,633,000 |
28,436 |
|
Stordahl Capital Management Inc. |
4 |
- |
2025-03-31 |
1,447,420 |
$40,195,000 |
83,028 |
|
Betterment LLC |
62 |
- |
2025-03-31 |
1,445,557 |
$40,143,000 |
137,628 |
|
Rockwood Wealth Management LLC |
6 |
- |
2025-03-31 |
1,430,154 |
$39,715,000 |
55,085 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
55 |
- |
2025-03-31 |
1,429,530 |
$39,698,000 |
-34,993 |
|
EFFICIENT ADVISORS, LLC |
18 |
- |
2025-03-31 |
1,395,395 |
$38,750,000 |
-34,406 |
|
von Borstel & Associates Inc. |
3 |
- |
2025-03-31 |
1,357,717 |
$37,703,000 |
281,608 |
|
SAVANT CAPITAL MANAGEMENT INC |
59 |
- |
2025-03-31 |
1,315,711 |
$36,537,000 |
-675,674 |
|
Verisail Partners LLC |
2 |
- |
2025-03-31 |
1,302,412 |
$36,168,000 |
16,821 |
|
Ullmann Financial Group Inc. |
6 |
- |
2025-03-31 |
1,276,581 |
$35,451,000 |
33,824 |
|
Your Advocates Ltd. LLP |
2 |
- |
2025-03-31 |
1,274,641 |
$35,397,000 |
23,559 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
370 |
- |
2025-03-31 |
1,260,622 |
$35,007,000 |
930 |
|
Bridgewater Advisors Inc. |
8 |
- |
2025-03-31 |
1,198,690 |
$34,666,000 |
-356,253 |
|
Jentner Corp |
4 |
- |
2025-03-31 |
1,235,736 |
$34,316,000 |
32,461 |
|
MARINER WEALTH ADVISORS, LLC |
280 |
- |
2025-03-31 |
1,190,630 |
$33,070,000 |
13,564 |
|
Vestmark Advisory Solutions Inc. |
21 |
- |
2025-03-31 |
1,183,390 |
$32,863,000 |
153,570 |
|
True Wealth Design LLC |
3 |
- |
2025-03-31 |
1,173,160 |
$32,579,000 |
-21,890 |
|
RS CRUM INC. |
4 |
- |
2025-03-31 |
1,151,931 |
$31,989,000 |
-17,541 |
|
Eaton-Cambridge Inc. |
3 |
- |
2025-03-31 |
1,130,609 |
$31,397,000 |
73,346 |
|
BANK OF AMERICA CORP /DE/ |
1738 |
- |
2025-03-31 |
1,127,386 |
$31,308,000 |
31,109 |
|
Trust Co of the South |
5 |
- |
2025-06-30 |
988,968 |
$30,747,000 |
210,130 |
|
DecisionPoint Financial LLC |
3 |
- |
2025-03-31 |
1,081,724 |
$30,039,000 |
133,841 |
|
Goss Wealth Management LLC |
112 |
- |
2025-03-31 |
1,081,377 |
$30,030,000 |
-148,203 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
9 |
- |
2025-03-31 |
1,071,152 |
$29,799,000 |
66,730 |
|
CAPSTONE CAPITAL WEALTH ADVISORS |
2 |
- |
2025-03-31 |
1,054,437 |
$29,282,000 |
32,994 |
|
Symmetry Partner LLC |
5 |
- |
2025-03-31 |
1,020,922 |
$28,351,000 |
163,335 |
|
Great Waters Wealth Management |
8 |
- |
2025-03-31 |
998,355 |
$27,724,000 |
-173,345 |
|
United Wealth Management LLC |
3 |
- |
2025-03-31 |
956,922 |
$26,574,000 |
93,429 |
|
Alpha Financial Advisors LLC |
4 |
- |
2025-03-31 |
946,021 |
$26,271,000 |
-179,267 |
|
BCU Wealth Advisors LLC |
2 |
- |
2025-03-31 |
937,941 |
$26,047,000 |
35,714 |
|
Pinnacle Financial Group LLC / IL |
2 |
- |
2025-03-31 |
929,304 |
$25,807,000 |
67,659 |
|
ARK & TLK INVESTMENTS LLC |
3 |
- |
2025-03-31 |
920,626 |
$25,566,000 |
-8,109 |
|
AdvisorNet Financial Inc |
4 |
- |
2025-03-31 |
908,780 |
$25,237,000 |
52,562 |
|
EQIS CAPITAL MANAGEMENT, INC. |
5 |
- |
2025-03-31 |
888,675 |
$24,679,000 |
-9,392 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
6 |
- |
2025-03-31 |
866,706 |
$24,068,000 |
17,517 |
|
EP WEALTH ADVISORS, INC. |
94 |
- |
2025-03-31 |
860,660 |
$23,901,000 |
749,724 |
|
SC&H Financial Advisors Inc. |
4 |
- |
2025-03-31 |
857,003 |
$23,799,000 |
58,419 |
|
Buckingham Strategic Partners |
41 |
- |
2025-03-31 |
847,754 |
$23,542,000 |
103,768 |
|
BURNEY CO/ |
26 |
- |
2025-03-31 |
822,060 |
$22,829,000 |
45,489 |
|
Straight Path Wealth Management |
3 |
- |
2025-03-31 |
817,320 |
$22,697,000 |
68,549 |
|
Henrickson Nauta Wealth Advisors Inc. |
3 |
- |
2025-03-31 |
859,197 |
$22,596,000 |
184,527 |
|
EnRich Financial Partners LLC |
5 |
- |
2025-03-31 |
810,118 |
$22,497,000 |
50,678 |
|
Krilogy Financial LLC |
16 |
- |
2025-03-31 |
808,127 |
$22,442,000 |
49,921 |
|
SRS Capital Advisors Inc. |
17 |
- |
2025-03-31 |
794,397 |
$22,060,000 |
-3,496 |
|
SAGEWORTH TRUST CO |
12 |
- |
2025-03-31 |
769,415 |
$21,367,000 |
61,351 |
|
Lutz Financial Services LLC |
16 |
- |
2025-03-31 |
741,577 |
$20,594,000 |
44,926 |
|
Evanson Asset Management LLC |
18 |
- |
2025-03-31 |
740,648 |
$20,568,000 |
38,886 |
|
Wealthcare Advisory Partners LLC |
34 |
- |
2025-03-31 |
734,806 |
$20,406,000 |
615,097 |
|
Mattern Wealth Management LLC |
6 |
- |
2025-03-31 |
723,324 |
$20,087,000 |
10,756 |
|
Greenspring Advisors LLC |
4 |
- |
2025-03-31 |
720,999 |
$20,022,000 |
98,245 |
|
Tassel Capital Management Inc. |
1 |
- |
2025-03-31 |
702,440 |
$19,507,000 |
-138,054 |
|
Austin Wealth Management LLC |
6 |
- |
2025-03-31 |
681,106 |
$19,452,000 |
-50,299 |
|
Aveo Capital Partners LLC |
7 |
- |
2025-03-31 |
653,005 |
$19,081,000 |
50,736 |
|
CRITERION CAPITAL ADVISORS LLC |
1 |
- |
2024-12-31 |
721,262 |
$18,962,000 |
0 |
|
HTG Investment Advisors Inc. |
2 |
- |
2025-03-31 |
674,220 |
$18,723,000 |
24,490 |
|
Pine Harbor Wealth Management LLC |
4 |
- |
2025-03-31 |
673,148 |
$18,693,000 |
-21,826 |
|
New Dimensions Wealth Management LLC |
2 |
- |
2025-03-31 |
666,939 |
$18,521,000 |
0 |
|
Vannoy Advisory Group Inc. |
2 |
- |
2025-03-31 |
655,651 |
$18,207,000 |
13,531 |
|
J P MORGAN CHASE & CO |
1732 |
- |
2025-03-31 |
635,199 |
$17,639,000 |
29,322 |
|
Blume Capital Management Inc. |
3 |
- |
2025-03-31 |
633,109 |
$17,581,000 |
42,392 |
|
SwitchPoint Financial Planning LLC |
2 |
- |
2025-03-31 |
632,241 |
$17,557,000 |
6,879 |
|
INTEGRITY ALLIANCE LLC. |
38 |
*New |
2025-03-31 |
628,369 |
$17,450,000 |
628,369 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
10 |
- |
2025-03-31 |
616,779 |
$17,128,000 |
22,471 |
|
|
100 Records found
|
1
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