|
Institutional
Holders
Total
Institutions:
|
281 26 |
|
Total
shares held :
|
172,467,395 |
|
% of shares
held :
|
19.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
134 |
|
Amount
of shares held :
|
26,570,474 |
|
% of shares
held change :
|
2.95% |
|
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 : |
37
|
6,034,388
|
3.5%
|
|
|
Increased
Positions : |
156
|
23,770,104
|
13.78%
|
|
|
Unchanged
Positions : |
40
|
11,810,823
|
6.85%
|
|
|
Decreased
Positions : |
48
|
-2,227,170
|
-1.29%
|
|
|
Closed
Positions : |
11
|
-1,006,848
|
-0.58%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
89 |
- |
2023-12-31 |
19,556,837 |
$499,286,000 |
2,659,216 |
|
MERCER GLOBAL ADVISORS INC /ADV |
16 |
- |
2023-12-31 |
19,225,190 |
$490,819,000 |
3,214,278 |
|
Forum Financial Management LP |
4 |
- |
2023-12-31 |
16,144,932 |
$412,180,000 |
974,496 |
|
EVENSKY & KATZ INC |
2 |
- |
2024-03-31 |
5,551,996 |
$148,516,000 |
84,269 |
|
JANE STREET GROUP LLC |
93 |
- |
2023-12-31 |
5,246,212 |
$133,936,000 |
4,228,879 |
|
HIGHTOWER ADVISORS, LLC |
111 |
- |
2023-12-31 |
4,708,250 |
$120,182,000 |
963,826 |
|
Summit Financial Strategies Inc. |
1 |
- |
2023-12-31 |
3,413,583 |
$87,149,000 |
48,759 |
|
AWM CAPITAL LLC |
2 |
- |
2024-03-31 |
2,495,218 |
$66,747,000 |
36,496 |
|
JMG FINANCIAL GROUP, LTD. |
|
- |
2024-03-31 |
2,133,957 |
$57,083,000 |
388,867 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
2,209,530 |
$56,409,000 |
66,406 |
|
Bridgewater Advisors Inc. |
3 |
- |
2024-03-31 |
2,016,424 |
$53,939,000 |
1,132,604 |
|
Relaxing Retirement Coach |
2 |
- |
2023-06-30 |
2,211,197 |
$53,666,000 |
146,545 |
|
Syverson Strege & Co |
|
- |
2024-03-31 |
1,876,547 |
$50,198,000 |
21,315 |
|
WPWealth LLP |
2 |
- |
2023-12-31 |
1,847,595 |
$47,169,000 |
227,770 |
|
TRUEPOINT, INC. |
16 |
- |
2023-12-31 |
1,823,741 |
$46,560,000 |
101,246 |
|
LPL FINANCIAL CORP |
533 |
- |
2023-12-31 |
1,772,083 |
$45,241,000 |
219,924 |
|
CATALYST CAPITAL ADVISORS LLC |
21 |
- |
2024-03-31 |
1,552,392 |
$41,526,000 |
77,091 |
|
Millburn Ridgefield Corp |
21 |
- |
2024-03-31 |
1,552,392 |
$41,526,000 |
77,091 |
|
Baird Financial Group Inc. |
212 |
- |
2023-12-31 |
1,612,211 |
$41,160,000 |
29,875 |
|
SJS Investment Consulting Inc. |
2 |
- |
2024-03-31 |
1,421,686 |
$38,030,000 |
203,636 |
|
PARK AVENUE SECURITIES LLC |
33 |
- |
2024-03-31 |
1,416,862 |
$37,901,000 |
176,496 |
|
Stordahl Capital Management Inc. |
4 |
- |
2024-03-31 |
1,278,229 |
$34,193,000 |
55,279 |
|
BRIGHTON JONES LLC |
8 |
- |
2023-12-31 |
1,320,290 |
$33,707,000 |
405,446 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
325 |
- |
2024-03-31 |
1,257,053 |
$33,626,000 |
262,513 |
|
Rather & Kittrell Inc. |
2 |
- |
2024-03-31 |
1,246,309 |
$33,339,000 |
153,849 |
|
Kooman & Associates |
2 |
- |
2023-12-31 |
1,270,695 |
$32,441,000 |
84,051 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
8 |
- |
2024-03-31 |
1,199,361 |
$32,083,000 |
208,873 |
|
Asset Dedication LLC |
7 |
- |
2024-03-31 |
1,172,429 |
$31,364,000 |
57,667 |
|
EFFICIENT ADVISORS, LLC |
19 |
- |
2023-12-31 |
1,213,330 |
$30,976,000 |
18,138 |
|
Apella Capital LLC |
17 |
- |
2024-03-31 |
1,135,884 |
$30,464,000 |
266,917 |
|
MARINER WEALTH ADVISORS, LLC |
230 |
- |
2023-12-31 |
1,151,301 |
$29,393,000 |
52,335 |
|
Leading Edge Financial Planning LLC |
|
- |
2024-03-31 |
1,086,909 |
$29,075,000 |
191,662 |
|
Ullmann Financial Group Inc. |
7 |
- |
2023-12-31 |
1,095,503 |
$27,968,000 |
105,666 |
|
True Wealth Design LLC |
3 |
- |
2023-12-31 |
1,048,193 |
$26,760,000 |
104,156 |
|
RS CRUM INC. |
3 |
- |
2023-12-31 |
1,014,784 |
$25,907,000 |
36,389 |
|
Goss Wealth Management LLC |
101 |
- |
2023-12-31 |
1,022,309 |
$25,521,000 |
388,933 |
|
Alpha Financial Advisors LLC |
|
- |
2024-03-31 |
950,361 |
$25,422,000 |
54,672 |
|
CAPSTONE CAPITAL WEALTH ADVISORS |
2 |
- |
2024-03-31 |
915,028 |
$24,477,000 |
69,833 |
|
Wealthstream Advisors Inc. |
3 |
- |
2023-12-31 |
924,174 |
$23,594,000 |
92,255 |
|
BURNEY CO/ |
15 |
- |
2023-12-31 |
920,207 |
$23,493,000 |
115,383 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
56 |
- |
2023-12-31 |
831,505 |
$21,228,000 |
230,079 |
|
Advisory Services & Investments LLC |
1 |
- |
2024-03-31 |
773,537 |
$20,692,000 |
18,218 |
|
AdvisorNet Financial Inc |
6 |
- |
2024-03-31 |
764,569 |
$20,452,000 |
421,494 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
9 |
- |
2024-03-31 |
762,978 |
$20,410,000 |
58,702 |
|
Helen Stephens Group LLC |
3 |
- |
2024-03-31 |
737,282 |
$19,722,000 |
256,018 |
|
Jentner Corp |
5 |
- |
2023-12-31 |
764,086 |
$19,507,000 |
449,110 |
|
Vestmark Advisory Solutions Inc. |
14 |
- |
2023-12-31 |
753,659 |
$19,241,000 |
138,519 |
|
SRS Capital Advisors Inc. |
19 |
- |
2023-12-31 |
743,145 |
$18,972,000 |
28,868 |
|
BKD WEALTH ADVISORS LLC |
39 |
- |
2024-03-31 |
688,892 |
$18,428,000 |
33,693 |
|
CRITERION CAPITAL ADVISORS LLC |
1 |
- |
2024-03-31 |
688,375 |
$18,414,000 |
48,645 |
|
Evanson Asset Management LLC |
17 |
- |
2024-03-31 |
649,266 |
$17,368,000 |
34,834 |
|
EnRich Financial Partners LLC |
|
- |
2024-03-31 |
632,453 |
$16,918,000 |
51,300 |
|
First Ascent Asset Management LLC |
15 |
- |
2023-12-31 |
653,239 |
$16,677,000 |
42,624 |
|
SAGEWORTH TRUST CO |
14 |
- |
2024-03-31 |
622,488 |
$16,652,000 |
31,186 |
|
Steward Financial Group LLC |
4 |
- |
2023-09-30 |
698,863 |
$16,318,000 |
44,593 |
|
Resources Investment Advisors Inc. |
78 |
- |
2023-12-31 |
626,840 |
$16,003,000 |
554,577 |
|
Krilogy Financial LLC |
20 |
- |
2024-03-31 |
590,278 |
$15,790,000 |
8,728 |
|
Straight Path Wealth Management |
3 |
- |
2024-03-31 |
569,239 |
$15,227,000 |
47,027 |
|
SC&H Financial Advisors Inc. |
|
- |
2024-03-31 |
567,138 |
$15,171,000 |
48,127 |
|
Pinnacle Financial Group LLC / IL |
3 |
- |
2023-12-31 |
586,582 |
$14,975,000 |
56,855 |
|
Private Wealth Management Group LLC |
|
- |
2024-03-31 |
555,991 |
$14,873,000 |
76,344 |
|
Lutz Financial Services LLC |
|
- |
2024-03-31 |
548,691 |
$14,677,000 |
67,599 |
|
Aveo Capital Partners LLC |
9 |
- |
2023-12-31 |
558,541 |
$14,260,000 |
15,518 |
|
Greenspring Advisors LLC |
3 |
- |
2024-03-31 |
531,804 |
$14,226,000 |
96,458 |
|
SOUNDMARK WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
506,788 |
$13,557,000 |
74,157 |
|
HTG Investment Advisors Inc. |
|
- |
2024-03-31 |
501,141 |
$13,406,000 |
62,524 |
|
Henrickson Nauta Wealth Advisors Inc. |
5 |
- |
2024-03-31 |
479,987 |
$12,705,000 |
61,918 |
|
ACORN CREEK CAPITAL LLC |
5 |
- |
2024-03-31 |
464,879 |
$12,436,000 |
21,270 |
|
BCU Wealth Advisors LLC |
2 |
- |
2024-03-31 |
459,777 |
$12,299,000 |
77,138 |
|
BANK OF AMERICA CORP /DE/ |
2205 |
- |
2023-12-31 |
473,077 |
$12,078,000 |
190,194 |
|
CLIENT 1ST ADVISORY GROUP LLC |
4 |
- |
2023-12-31 |
471,052 |
$12,026,000 |
147,469 |
|
Waypoint Wealth Partners Inc. |
7 |
- |
2024-03-31 |
440,973 |
$11,796,000 |
19,010 |
|
DecisionPoint Financial LLC |
|
- |
2024-03-31 |
421,408 |
$11,058,000 |
136,065 |
|
One Degree Advisors Inc |
4 |
- |
2024-03-31 |
408,499 |
$10,928,000 |
5,381 |
|
Chicago Partners Investment Group LLC |
52 |
- |
2024-03-31 |
402,648 |
$10,561,000 |
11,954 |
|
CREATIVE PLANNING |
368 |
- |
2023-12-31 |
411,711 |
$10,511,000 |
369,820 |
|
Applied Capital LLC |
5 |
- |
2024-03-31 |
389,423 |
$10,417,000 |
32,048 |
|
QUARRY HILL ADVISORS LLC |
4 |
- |
2024-03-31 |
363,744 |
$9,730,000 |
10,267 |
|
Betterment LLC |
73 |
- |
2023-12-31 |
373,787 |
$9,543,000 |
114,345 |
|
RCS Financial Planning LLC |
5 |
- |
2024-03-31 |
353,248 |
$9,449,000 |
101,793 |
|
VeraBank N.A. |
|
- |
2024-03-31 |
352,632 |
$9,433,000 |
31,526 |
|
Kestra Advisory Services LLC |
294 |
- |
2023-12-31 |
353,019 |
$9,013,000 |
12,062 |
|
Tillman Hartley LLC |
8 |
- |
2023-12-31 |
352,698 |
$9,004,000 |
5,870 |
|
PBMares Wealth Management LLC |
|
- |
2024-03-31 |
327,088 |
$8,750,000 |
32,533 |
|
AMERICAN INVESTMENT SERVICES INC. |
20 |
- |
2023-12-31 |
329,956 |
$8,424,000 |
63,987 |
|
Heritage Investment Group Inc. |
|
- |
2024-03-31 |
309,362 |
$8,275,000 |
46,041 |
|
LifeGuide Financial Advisors LLC |
7 |
- |
2024-03-31 |
306,593 |
$8,201,000 |
13,561 |
|
Passive Capital Management LLC. |
9 |
- |
2023-03-31 |
340,589 |
$8,196,000 |
23,755 |
|
TRIAD FINANCIAL ADVISORS INC. |
10 |
- |
2023-09-30 |
332,715 |
$7,769,000 |
115,255 |
|
Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
289,385 |
$7,741,000 |
19,429 |
|
MORGAN STANLEY |
3541 |
- |
2023-12-31 |
296,890 |
$7,580,000 |
171,098 |
|
North Ridge Wealth Advisors Inc. |
5 |
- |
2024-03-31 |
277,999 |
$7,436,000 |
8,081 |
|
Ruedi Wealth Management Inc. |
|
- |
2023-12-31 |
287,825 |
$7,348,000 |
60,121 |
|
Cravens & Co Advisors LLC |
6 |
- |
2024-03-31 |
264,487 |
$7,075,000 |
9,796 |
|
GRAND WEALTH MANAGEMENT LLC |
6 |
- |
2023-12-31 |
266,933 |
$6,815,000 |
43,224 |
|
Trust Co of the South |
12 |
- |
2024-03-31 |
249,143 |
$6,665,000 |
70,685 |
|
ROYAL BANK OF CANADA |
1724 |
- |
2023-12-31 |
256,890 |
$6,559,000 |
151,402 |
|
Physician Wealth Solutions Inc. |
8 |
- |
2024-03-31 |
224,043 |
$5,993,000 |
32,933 |
|
Hutchens & Kramer Investment Management Group LLC |
|
- |
2024-03-31 |
216,204 |
$5,768,000 |
19,802 |
|
Coyle Financial Counsel Inc. |
13 |
- |
2023-12-31 |
214,016 |
$5,464,000 |
6,861 |
|
|
100 Records found
|
1
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