|
Institutional
Holders
Total
Institutions:
|
521 3 |
|
Total
shares held :
|
78,184,142 |
|
% of shares
held :
|
63.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-42,751 |
|
% of shares
held change :
|
-0.03% |
|
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 : |
55
|
4,050,728
|
5.18%
|
|
|
Increased
Positions : |
175
|
6,174,374
|
7.9%
|
|
|
Unchanged
Positions : |
120
|
3,271,730
|
4.18%
|
|
|
Decreased
Positions : |
171
|
-8,208,774
|
-10.5%
|
|
|
Closed
Positions : |
58
|
-2,059,079
|
-2.63%
|
|
|
Guru
Positions : |
1
|
1,328
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COMMONWEALTH EQUITY SERVICES LLC. |
156 |
- |
2025-03-31 |
4,285,288 |
$89,777,000 |
-88,050 |
|
LPL FINANCIAL CORP |
511 |
- |
2025-03-31 |
3,682,289 |
$77,144,000 |
98,647 |
|
MORGAN STANLEY |
1442 |
- |
2025-03-31 |
3,636,218 |
$76,179,000 |
-75,559 |
|
VAN ECK ASSOCIATES CORP |
163 |
- |
2025-03-31 |
3,010,145 |
$63,062,000 |
-3,411,045 |
|
UBS Group AG |
1224 |
- |
2025-03-31 |
2,195,560 |
$45,997,000 |
-25,846 |
|
LEGAL & GENERAL GROUP PLC |
641 |
- |
2025-03-31 |
2,080,366 |
$43,563,000 |
-17,502 |
|
Generali Asset Management SPA SGR |
20 |
- |
2025-03-31 |
2,042,891 |
$42,799,000 |
1,232,223 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
143 |
- |
2025-03-31 |
1,932,278 |
$40,481,000 |
-13,097 |
|
CURA WEALTH ADVISORS LLC |
2 |
- |
2025-03-31 |
1,784,604 |
$37,387,000 |
19,367 |
|
LSV ASSET MANAGEMENT |
230 |
- |
2025-03-31 |
1,781,280 |
$37,318,000 |
-110,675 |
|
WELLS FARGO & CO/MN |
951 |
- |
2025-03-31 |
1,491,526 |
$31,247,000 |
61,598 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
5 |
- |
2025-03-31 |
1,405,884 |
$29,453,000 |
31,039 |
|
AMERIPRISE FINANCIAL INC |
1106 |
- |
2025-03-31 |
1,380,889 |
$28,909,000 |
-38,014 |
|
ARES MANAGEMENT LLC |
13 |
- |
2025-03-31 |
1,312,833 |
$27,504,000 |
-290,849 |
|
BlackRock Inc. |
2713 |
- |
2025-03-31 |
1,238,213 |
$25,941,000 |
43,883 |
|
Kestra Advisory Services LLC |
148 |
- |
2025-03-31 |
1,082,683 |
$22,682,000 |
-154,649 |
|
Advisor Group Holdings Inc. |
386 |
- |
2025-03-31 |
1,070,201 |
$22,422,000 |
-21,222 |
|
Sanctuary Advisors LLC |
158 |
- |
2024-12-31 |
927,528 |
$21,435,000 |
-33,556 |
|
Strong Tower Advisory Services |
3 |
- |
2025-03-31 |
1,125,576 |
$20,756,000 |
55,054 |
|
KOHLBERG KRAVIS ROBERTS & CO. |
9 |
- |
2025-03-31 |
980,587 |
$20,543,000 |
0 |
|
Cetera Investment Advisers |
460 |
- |
2025-03-31 |
969,138 |
$20,303,000 |
44,087 |
|
Fountainhead AM LLC |
9 |
- |
2025-03-31 |
898,059 |
$18,814,000 |
10,565 |
|
KINGSWOOD WEALTH ADVISORS LLC |
21 |
- |
2025-03-31 |
788,025 |
$16,831,000 |
563,432 |
|
Householder Group Estate & Retirement Specialist L |
1 |
- |
2024-12-31 |
720,277 |
$15,644,000 |
484 |
|
INVESCO LTD |
1574 |
- |
2025-03-31 |
693,162 |
$14,522,000 |
-39,301 |
|
Private Advisor Group LLC |
233 |
- |
2025-03-31 |
688,563 |
$14,425,000 |
-196,218 |
|
M&G Plc |
143 |
- |
2025-03-31 |
660,000 |
$13,860,000 |
30,000 |
|
SHUFRO ROSE & CO LLC |
25 |
- |
2025-03-31 |
660,612 |
$13,840,000 |
-588,887 |
|
Muzinich & Co. Inc. |
6 |
- |
2025-03-31 |
640,003 |
$13,408,000 |
79,022 |
|
SUMITOMO MITSUI TRUST HOLDINGS, INC. |
669 |
- |
2025-03-31 |
632,033 |
$13,241,000 |
78,784 |
|
Maia Wealth LLC |
3 |
- |
2025-03-31 |
654,811 |
$12,369,000 |
16,702 |
|
MARINER WEALTH ADVISORS, LLC |
507 |
- |
2025-03-31 |
576,333 |
$12,074,000 |
28,340 |
|
GP Brinson Investments LLC |
6 |
- |
2025-06-30 |
568,422 |
$11,795,000 |
0 |
|
Edge Capital Group LLC |
45 |
- |
2024-12-31 |
110 |
$10,857,000 |
-499,753 |
|
SCS CAPITAL MANAGEMENT LLC |
81 |
*New |
2025-03-31 |
499,863 |
$10,822,000 |
499,863 |
|
ROYAL BANK OF CANADA |
1508 |
- |
2025-03-31 |
503,610 |
$10,550,000 |
-1,414 |
|
We Are One Seven LLC |
49 |
- |
2025-03-31 |
483,481 |
$10,129,000 |
27,750 |
|
JANE STREET GROUP LLC |
829 |
- |
2025-03-31 |
462,995 |
$9,700,000 |
379,696 |
|
FRANKLIN RESOURCES INC |
1051 |
- |
2025-03-31 |
452,566 |
$9,481,000 |
45,056 |
|
HARBOUR INVESTMENTS INC. |
71 |
- |
2025-03-31 |
440,063 |
$9,219,000 |
48,416 |
|
WELLINGTON MANAGEMENT CO LLP |
1180 |
*New |
2025-03-31 |
440,000 |
$9,218,000 |
440,000 |
|
MML INVESTORS SERVICES LLC |
506 |
- |
2025-03-31 |
428,593 |
$8,979,000 |
48,758 |
|
H D Vest Advisory Services |
280 |
- |
2025-03-31 |
409,159 |
$8,572,000 |
6,423 |
|
CITADEL ADVISORS LLC |
1330 |
- |
2025-03-31 |
403,182 |
$8,447,000 |
403,182 |
|
Modern Wealth Management LLC |
81 |
- |
2025-03-31 |
401,093 |
$8,403,000 |
-20,150 |
|
Cubist Systematic Strategies LLC |
286 |
*New |
2025-03-31 |
398,166 |
$8,342,000 |
398,166 |
|
J.W. COLE ADVISORS INC. |
74 |
- |
2025-03-31 |
389,682 |
$8,164,000 |
183,747 |
|
ExodusPoint Capital Management LP |
238 |
*New |
2025-03-31 |
387,371 |
$8,115,000 |
387,371 |
|
Sentinus LLC |
13 |
- |
2025-03-31 |
383,679 |
$8,038,000 |
15,819 |
|
FLAGSHIP HARBOR ADVISORS LLC |
55 |
- |
2025-03-31 |
373,604 |
$7,827,000 |
-564 |
|
Geneos Wealth Management Inc. |
99 |
- |
2025-03-31 |
353,522 |
$7,406,000 |
11,387 |
|
IHT Wealth Management LLC |
90 |
- |
2025-03-31 |
349,632 |
$7,325,000 |
11,878 |
|
FIXED INCOME SECURITIES INC |
189 |
- |
2025-03-31 |
332,536 |
$6,967,000 |
18,957 |
|
Rockefeller Capital Management L.P. |
647 |
- |
2025-03-31 |
328,151 |
$6,875,000 |
42,995 |
|
STIFEL FINANCIAL CORP |
1034 |
- |
2025-03-31 |
316,147 |
$6,623,000 |
-29,459 |
|
DENALI ADVISORS LLC |
31 |
- |
2025-03-31 |
315,805 |
$6,616,000 |
17,287 |
|
Independent Advisor Alliance |
81 |
- |
2025-03-31 |
293,953 |
$6,158,000 |
-5,071 |
|
RAYMOND JAMES FINANCIAL INC |
2188 |
- |
2025-03-31 |
288,092 |
$6,036,000 |
-11,128 |
|
Ellis Investment Partners LLC |
19 |
- |
2025-03-31 |
273,672 |
$5,733,000 |
-5,498 |
|
GREAT WEST LIFE ASSURANCE CO /CAN/ |
743 |
- |
2025-03-31 |
268,365 |
$5,634,000 |
55,923 |
|
GOLDMAN SACHS GROUP INC/ |
2629 |
- |
2025-03-31 |
267,890 |
$5,612,000 |
32,258 |
|
BANK OF AMERICA CORP /DE/ |
3033 |
- |
2025-03-31 |
267,171 |
$5,597,000 |
40,068 |
|
Financial Gravity Companies Inc. |
21 |
- |
2024-12-31 |
256,917 |
$5,580,000 |
254,787 |
|
United Advisor Group LLC |
20 |
- |
2025-03-31 |
263,670 |
$5,524,000 |
5,821 |
|
Gerber Kawasaki Wealth & Investment Management |
70 |
- |
2025-03-31 |
258,914 |
$5,424,000 |
38,087 |
|
Financial Gravity Wealth Inc. |
22 |
- |
2025-03-31 |
304,675 |
$5,335,000 |
302,539 |
|
TUDOR INVESTMENT CORP ET AL |
460 |
*New |
2025-03-31 |
254,518 |
$5,332,000 |
254,518 |
|
HIGHTOWER ADVISORS, LLC |
1012 |
- |
2025-03-31 |
248,002 |
$5,196,000 |
14,500 |
|
ENVESTNET ASSET MANAGEMENT INC |
2067 |
- |
2025-03-31 |
247,267 |
$5,180,000 |
-100,911 |
|
Goss Wealth Management LLC |
491 |
- |
2025-03-31 |
244,081 |
$5,114,000 |
22,116 |
|
TWO SIGMA INVESTMENTS LLC |
1020 |
- |
2025-03-31 |
242,416 |
$5,079,000 |
197,107 |
|
BNP PARIBAS ARBITRAGE SA |
1174 |
*New |
2025-03-31 |
241,577 |
$5,061,000 |
241,577 |
|
Icon Wealth Advisors LLC |
52 |
- |
2025-03-31 |
241,442 |
$5,058,000 |
3,005 |
|
BARCLAYS PLC |
1395 |
- |
2025-03-31 |
241,256 |
$5,054,000 |
-91,182 |
|
Naviter Wealth LLC |
34 |
- |
2025-03-31 |
232,348 |
$5,039,000 |
10,199 |
|
FIRST NATIONAL TRUST CO |
107 |
- |
2025-03-31 |
236,098 |
$4,946,000 |
0 |
|
Ethos Financial Group LLC |
54 |
*New |
2025-03-31 |
233,317 |
$4,888,000 |
233,317 |
|
Arkadios Wealth Advisors |
134 |
- |
2025-03-31 |
218,721 |
$4,582,000 |
8,773 |
|
SAGE ADVISORS LLC |
10 |
*New |
2025-03-31 |
213,431 |
$4,471,000 |
213,431 |
|
Arete Wealth Advisors LLC |
69 |
- |
2025-03-31 |
206,830 |
$4,333,000 |
-20,074 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
123 |
- |
2025-06-30 |
197,748 |
$4,103,000 |
11,949 |
|
Truvestments Capital LLC |
35 |
- |
2025-03-31 |
195,682 |
$4,100,000 |
62,399 |
|
CERTIOR FINANCIAL GROUP LLC |
7 |
- |
2025-03-31 |
195,373 |
$4,093,000 |
-11,622 |
|
Legacy Investment Solutions LLC |
11 |
- |
2024-12-31 |
173,756 |
$4,036,000 |
-196,446 |
|
RIK SAYLOR FINANCIAL INC. |
7 |
- |
2025-03-31 |
191,877 |
$4,020,000 |
-5,502 |
|
Waterloo Capital L.P. |
69 |
- |
2025-03-31 |
188,344 |
$3,946,000 |
3,716 |
|
Venture Visionary Partners LLC |
132 |
- |
2025-03-31 |
188,195 |
$3,943,000 |
-206,677 |
|
Parkwood LLC |
68 |
- |
2025-03-31 |
187,500 |
$3,928,000 |
0 |
|
CWM LLC |
592 |
- |
2025-03-31 |
186,801 |
$3,913,000 |
-531 |
|
VISTA FINANCE LLC |
8 |
*New |
2025-03-31 |
184,210 |
$3,859,000 |
184,210 |
|
PFG Advisors |
122 |
- |
2025-03-31 |
183,076 |
$3,835,000 |
-7,652 |
|
Atria Wealth Solutions Inc. |
415 |
- |
2025-03-31 |
175,949 |
$3,760,000 |
-35,135 |
|
Wealthcare Advisory Partners LLC |
170 |
- |
2025-03-31 |
179,024 |
$3,751,000 |
125,824 |
|
Stratos Wealth Partners LTD. |
306 |
- |
2025-03-31 |
178,615 |
$3,742,000 |
-22,533 |
|
Legacy Capital Group California Inc. |
12 |
- |
2025-03-31 |
174,429 |
$3,654,000 |
8,607 |
|
BARD ASSOCIATES INC |
20 |
- |
2025-03-31 |
167,748 |
$3,580,000 |
-209 |
|
Universal- Beteiligungs- und Servicegesellschaft m |
887 |
- |
2025-03-31 |
169,182 |
$3,544,000 |
-9,757 |
|
Prime Capital Investment Advisors LLC |
277 |
- |
2025-03-31 |
167,886 |
$3,517,000 |
54,416 |
|
Apollon Wealth Management LLC |
228 |
- |
2025-03-31 |
167,156 |
$3,502,000 |
1,068 |
|
Harvest Investment Services LLC |
22 |
- |
2025-03-31 |
163,671 |
$3,429,000 |
-15,663 |
|
|
100 Records found
|
1
|
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