|
Institutional
Holders
Total
Institutions:
|
449 23 |
|
Total
shares held :
|
146,487,619 |
|
% of shares
held :
|
16.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
96 |
|
Amount
of shares held :
|
3,965,114 |
|
% of shares
held change :
|
0.44% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$32.06 |
|
Last
Quarter's Ending
Price :
|
$34.36 |
|
Last
Quarter's Average
Price :
|
$32.63 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.36 (16.43%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
1,810,596
|
1.24%
|
|
|
Increased
Positions : |
202
|
15,632,272
|
10.67%
|
|
|
Unchanged
Positions : |
73
|
5,382,009
|
3.67%
|
|
|
Decreased
Positions : |
129
|
-12,267,430
|
-8.37%
|
|
|
Closed
Positions : |
22
|
-1,210,324
|
-0.83%
|
|
|
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 |
BUCKINGHAM ASSET MANAGEMENT, LLC |
6 |
- |
2024-03-31 |
11,285,243 |
$414,733,000 |
259,293 |
|
MERCER GLOBAL ADVISORS INC /ADV |
20 |
- |
2023-12-31 |
10,445,601 |
$358,911,000 |
1,130,524 |
|
ENVESTNET ASSET MANAGEMENT INC |
131 |
- |
2023-12-31 |
9,923,660 |
$340,977,000 |
1,062,925 |
|
SAVANT CAPITAL MANAGEMENT INC |
6 |
- |
2024-03-31 |
6,302,484 |
$231,616,000 |
249,861 |
|
NORTHERN TRUST CORP |
387 |
- |
2023-12-31 |
6,493,332 |
$223,111,000 |
6,778 |
|
PNC FINANCIAL SERVICES GROUP INC |
112 |
- |
2024-03-31 |
5,440,664 |
$199,944,000 |
693,210 |
|
Index Fund Advisors Inc. |
5 |
- |
2023-12-31 |
3,694,909 |
$126,957,000 |
15,998 |
|
HIGHTOWER ADVISORS, LLC |
140 |
- |
2024-03-31 |
2,781,729 |
$102,237,000 |
2,112,694 |
|
MODERA WEALTH MANAGEMENT, LLC |
14 |
- |
2023-12-31 |
2,692,785 |
$92,524,000 |
2,661,925 |
|
Plancorp LLC |
5 |
- |
2023-12-31 |
2,621,115 |
$90,061,000 |
20,502 |
|
CI Private Wealth LLC |
152 |
- |
2024-03-31 |
2,308,920 |
$84,853,000 |
106,976 |
|
RESOURCE CONSULTING GROUP INC |
3 |
- |
2023-12-31 |
2,314,169 |
$79,515,000 |
51,041 |
|
Team Hewins LLC |
2 |
- |
2024-03-31 |
1,806,230 |
$66,379,000 |
47,989 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
1,924,360 |
$66,121,000 |
42,796 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
13 |
- |
2024-03-31 |
1,788,041 |
$65,711,000 |
50,987 |
|
RSM US WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
1,664,757 |
$61,177,000 |
26,808 |
|
EP WEALTH ADVISORS, INC. |
43 |
- |
2023-12-31 |
1,496,217 |
$51,410,000 |
120,225 |
|
LPL FINANCIAL CORP |
582 |
- |
2024-03-31 |
1,216,269 |
$44,698,000 |
64,455 |
|
TCI Wealth Advisors Inc. |
6 |
- |
2024-03-31 |
1,206,165 |
$44,327,000 |
30,211 |
|
Evanson Asset Management LLC |
10 |
- |
2024-03-31 |
1,158,697 |
$42,582,000 |
35,615 |
|
Apella Capital LLC |
11 |
- |
2024-03-31 |
1,111,306 |
$41,363,000 |
59,325 |
|
Falcon Wealth Planning |
2 |
- |
2024-03-31 |
1,104,197 |
$40,579,000 |
696,360 |
|
Confluence Wealth Services Inc. |
7 |
- |
2024-03-31 |
1,078,804 |
$39,646,000 |
116,408 |
|
Beaird Harris Wealth Management LLC |
10 |
- |
2023-12-31 |
1,102,585 |
$37,885,000 |
30,325 |
|
UBS Group AG |
833 |
- |
2023-12-31 |
1,017,080 |
$34,947,000 |
10,490 |
|
Relative Value Partners Group LLC |
15 |
- |
2023-12-31 |
998,179 |
$34,297,000 |
122,818 |
|
Planning Center Inc. |
5 |
- |
2024-03-31 |
870,400 |
$31,987,000 |
2,056 |
|
BKD WEALTH ADVISORS LLC |
25 |
- |
2024-03-31 |
850,759 |
$31,265,000 |
3,511 |
|
ML & R WEALTH MANAGEMENT LLC |
5 |
- |
2023-12-31 |
893,887 |
$30,714,000 |
45,702 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
13 |
- |
2024-03-31 |
807,726 |
$29,684,000 |
31,027 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
10 |
- |
2024-03-31 |
772,243 |
$28,380,000 |
28,392 |
|
Schoolcraft Capital LLC |
8 |
- |
2024-03-31 |
720,324 |
$26,472,000 |
8,529 |
|
KEB ASSET MANAGEMENT LLC |
5 |
- |
2024-03-31 |
698,455 |
$25,668,000 |
14,589 |
|
Total Wealth Planning LLC |
6 |
- |
2024-03-31 |
650,579 |
$23,909,000 |
30,896 |
|
McGlone Suttner Wealth Management Inc. |
7 |
- |
2024-03-31 |
639,121 |
$23,488,000 |
80,817 |
|
Beacon Pointe Advisors LLC |
85 |
- |
2023-12-31 |
665,267 |
$22,859,000 |
50,658 |
|
ROYAL BANK OF CANADA |
1086 |
- |
2023-12-31 |
636,618 |
$21,874,000 |
24,505 |
|
Trinity Financial Advisors LLC |
2 |
- |
2024-03-31 |
590,198 |
$21,690,000 |
22,833 |
|
Efficient Frontier Advisors LLC |
4 |
- |
2024-03-31 |
566,499 |
$20,819,000 |
18,862 |
|
Sequoia Financial Advisors LLC |
86 |
- |
2024-03-31 |
563,974 |
$20,726,000 |
4,418 |
|
Wealth Architects LLC |
11 |
- |
2023-12-31 |
596,104 |
$20,482,000 |
18,306 |
|
BURNS WEALTH MANAGEMENT, INC. |
34 |
- |
2024-03-31 |
545,680 |
$20,054,000 |
57,974 |
|
BANK OF AMERICA CORP /DE/ |
1900 |
- |
2023-12-31 |
508,989 |
$17,489,000 |
34,141 |
|
Lakeshore Financial Planning Inc. |
3 |
- |
2024-03-31 |
458,828 |
$16,862,000 |
2,441 |
|
N.E.W. Advisory Services LLC |
12 |
- |
2024-03-31 |
455,035 |
$16,723,000 |
12,607 |
|
CFS Investment Advisory Services LLC |
6 |
- |
2023-12-31 |
485,804 |
$16,692,000 |
26,389 |
|
PBMares Wealth Management LLC |
4 |
- |
2024-03-31 |
440,433 |
$16,186,000 |
7,535 |
|
CITADEL ADVISORS LLC |
915 |
- |
2023-12-31 |
463,693 |
$15,932,000 |
380,031 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
18 |
- |
2024-03-31 |
400,646 |
$14,724,000 |
17,182 |
|
Wescott Financial Advisory Group LLC |
13 |
- |
2023-12-31 |
421,357 |
$14,478,000 |
13,035 |
|
BANK OF MONTREAL /CAN/ |
776 |
- |
2023-12-31 |
416,178 |
$14,312,000 |
405,359 |
|
DOPKINS WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
383,305 |
$14,086,000 |
34,471 |
|
Disciplined Equity Management Inc. |
5 |
- |
2024-03-31 |
370,416 |
$13,613,000 |
3,372 |
|
WELLS FARGO & CO/MN |
1342 |
- |
2024-03-31 |
369,868 |
$13,593,000 |
35,595 |
|
Peirce Capital Management LLC |
5 |
- |
2024-03-31 |
365,190 |
$13,421,000 |
9,789 |
|
KM Capital Management Ltd. |
3 |
- |
2023-12-31 |
373,616 |
$12,837,000 |
9,355 |
|
FINANCIAL NETWORK |
293 |
- |
2023-12-31 |
367,908 |
$12,641,000 |
69,653 |
|
CAPTRUST FINANCIAL ADVISORS |
329 |
- |
2023-12-31 |
361,025 |
$12,405,000 |
4,570 |
|
CLARIS ADVISORS LLC / MO / |
6 |
- |
2024-03-31 |
335,427 |
$12,327,000 |
2,269 |
|
Fortress Wealth Management Inc. |
4 |
- |
2024-03-31 |
320,665 |
$11,784,000 |
13,116 |
|
KRAFT ASSET MANAGEMENT LLC |
4 |
- |
2023-12-31 |
330,779 |
$11,366,000 |
2,126 |
|
EnRich Financial Partners LLC |
9 |
- |
2024-03-31 |
308,207 |
$11,327,000 |
1,012 |
|
Apeiron RIA LLC |
6 |
- |
2024-03-31 |
296,129 |
$10,883,000 |
5,015 |
|
Meritas Wealth Management LLC |
5 |
- |
2024-03-31 |
269,603 |
$9,908,000 |
24,646 |
|
Ruedi Wealth Management Inc. |
8 |
- |
2024-03-31 |
268,464 |
$9,866,000 |
10,810 |
|
COWA LLC |
2 |
- |
2024-03-31 |
261,216 |
$9,600,000 |
23,183 |
|
Quent Capital LLC |
21 |
- |
2024-03-31 |
257,819 |
$9,475,000 |
54,172 |
|
Equitable Holdings Inc. |
146 |
- |
2023-12-31 |
274,740 |
$9,440,000 |
22,337 |
|
FISCHER INVESTMENT STRATEGIES LLC |
7 |
- |
2023-12-31 |
273,593 |
$9,401,000 |
190,614 |
|
RAYMOND JAMES & ASSOCIATES |
1201 |
- |
2024-03-31 |
254,318 |
$9,346,000 |
19,063 |
|
Root Financial Partners LLC |
9 |
- |
2024-03-31 |
253,380 |
$9,312,000 |
46,483 |
|
CARDIFF PARK ADVISORS LLC |
19 |
- |
2023-12-31 |
265,598 |
$9,126,000 |
1,149 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
246,143 |
$9,046,000 |
19,194 |
|
Tobias Financial Advisors Inc. |
13 |
- |
2024-03-31 |
244,745 |
$8,994,000 |
25,358 |
|
Kestra Advisory Services LLC |
299 |
- |
2023-12-31 |
257,290 |
$8,840,000 |
13,691 |
|
Sterling Financial Planning Inc. |
7 |
- |
2024-03-31 |
240,400 |
$8,835,000 |
13,555 |
|
ShankerValleau Wealth Advisors Inc. |
9 |
- |
2024-03-31 |
236,851 |
$8,704,000 |
1,943 |
|
Pallas Capital Advisors LLC |
54 |
- |
2024-03-31 |
213,413 |
$7,843,000 |
15,433 |
|
VeraBank N.A. |
13 |
- |
2024-03-31 |
210,598 |
$7,739,000 |
6,553 |
|
Disciplined Investments LLC |
2 |
- |
2024-03-31 |
207,532 |
$7,627,000 |
14,317 |
|
ELEVATE WEALTH ADVISORY INC |
4 |
- |
2024-03-31 |
207,371 |
$7,621,000 |
30,902 |
|
Austin Asset Management Co Inc |
13 |
- |
2024-03-31 |
197,767 |
$7,268,000 |
1,290 |
|
SAX WEALTH ADVISORS LLC |
23 |
- |
2023-12-31 |
206,291 |
$7,088,000 |
20,343 |
|
MONOGRAPH WEALTH ADVISORS LLC |
12 |
- |
2023-12-31 |
205,545 |
$7,063,000 |
8,910 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
692 |
- |
2023-12-31 |
204,010 |
$7,010,000 |
631 |
|
ANDREWS LUCIA WEALTH MANAGEMENT LLC |
5 |
- |
2023-12-31 |
202,717 |
$6,965,000 |
7,086 |
|
BB&T CORP |
776 |
- |
2023-12-31 |
184,116 |
$6,326,000 |
125,173 |
|
PERRITT CAPITAL MANAGEMENT INC |
7 |
- |
2023-12-31 |
184,078 |
$6,325,000 |
5,713 |
|
Sanford Advisory Services LLC |
17 |
- |
2022-12-31 |
207,798 |
$6,317,000 |
42,710 |
|
FinDec Wealth Services Inc. |
8 |
- |
2023-12-31 |
175,277 |
$6,023,000 |
4,088 |
|
Werba Rubin Papier Wealth Management |
9 |
- |
2024-03-31 |
161,600 |
$5,939,000 |
20,141 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
665 |
- |
2024-03-31 |
159,018 |
$5,844,000 |
35,231 |
|
Oceanside Advisors LLC |
8 |
- |
2024-03-31 |
153,979 |
$5,659,000 |
4,424 |
|
Fonville Wealth Management LLC |
12 |
- |
2024-03-31 |
152,793 |
$5,615,000 |
20,774 |
|
M Financial Asset Management Inc. |
3 |
- |
2024-03-31 |
151,653 |
$5,573,000 |
150 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
50 |
- |
2024-03-31 |
148,790 |
$5,468,000 |
577 |
|
Aveo Capital Partners LLC |
50 |
- |
2024-03-31 |
147,639 |
$5,430,000 |
6,728 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
17 |
- |
2023-12-31 |
157,594 |
$5,415,000 |
16,436 |
|
Advisory Alpha LLC |
62 |
- |
2024-03-31 |
142,662 |
$5,243,000 |
10,904 |
|
HANSON MCCLAIN, INC. |
193 |
- |
2024-03-31 |
140,575 |
$5,166,000 |
8,281 |
|
|
100 Records found
|
1
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