|
Institutional
Holders
Total
Institutions:
|
291 15 |
|
Total
shares held :
|
42,829,995 |
|
% of shares
held :
|
47.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-34 |
|
Amount
of shares held :
|
-5,690,552 |
|
% of shares
held change :
|
-6.32% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$99.73 |
|
Last
Quarter's Ending
Price :
|
$99.74 |
|
Last
Quarter's Average
Price :
|
$99.94 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.17 (0.17%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Betterment LLC |
13 |
- |
2023-12-31 |
5,544,261 |
$552,985,000 |
221,028 |
|
MORGAN STANLEY |
368 |
- |
2023-12-31 |
5,429,256 |
$541,514,000 |
83,253 |
|
ALPINE INVESTMENT MANAGEMENT, LLC |
1 |
- |
2023-12-31 |
3,382,758 |
$337,396,000 |
1,653,211 |
|
UBS Group AG |
450 |
- |
2023-12-31 |
898,658 |
$89,632,000 |
34,639 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
8 |
- |
2023-12-31 |
799,665 |
$79,759,000 |
309,959 |
|
RENAISSANCE TECHNOLOGIES LLC |
183 |
- |
2023-12-31 |
778,000 |
$77,598,000 |
273,800 |
|
Pathway Financial Advisors LLC |
1 |
- |
2024-03-31 |
682,280 |
$68,835,000 |
1,822 |
|
Sheets Smith Investment Management |
1 |
- |
2022-12-31 |
574,600 |
$57,322,000 |
161,216 |
|
Bell Investment Advisors Inc |
1 |
- |
2023-12-31 |
485,956 |
$48,469,000 |
5,146 |
|
Acorns Advisers LLC |
14 |
- |
2023-12-31 |
423,718 |
$42,262,000 |
2,944 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
341 |
- |
2024-03-31 |
323,777 |
$32,666,000 |
13,701 |
|
ATWOOD & PALMER INC |
19 |
- |
2024-03-31 |
262,715 |
$26,505,000 |
3,280 |
|
FLOW TRADERS U.S. LLC |
21 |
- |
2023-12-31 |
255,333 |
$25,467,000 |
222,795 |
|
Goldstein Advisors LLC |
4 |
- |
2023-12-31 |
240,921 |
$24,029,000 |
182,103 |
|
JANNEY MONTGOMERY SCOTT LLC |
313 |
- |
2024-03-31 |
208,482 |
$21,034,000 |
66,629 |
|
Whitcomb & Hess Inc. |
4 |
- |
2024-03-31 |
196,816 |
$19,857,000 |
14,479 |
|
ACUTE INVESTMENT ADVISORY LLC |
3 |
- |
2024-03-31 |
186,066 |
$18,772,000 |
7,910 |
|
Global Assets Advisory LLC |
43 |
- |
2024-03-31 |
1,253,706 |
$12,571,000 |
1,242,020 |
|
HIGHTOWER ADVISORS, LLC |
622 |
- |
2023-12-31 |
120,953 |
$12,061,000 |
18,163 |
|
STIFEL FINANCIAL CORP |
705 |
- |
2023-12-31 |
120,189 |
$11,988,000 |
48,487 |
|
SAGE RHINO CAPITAL LLC |
7 |
- |
2024-03-31 |
117,115 |
$11,816,000 |
13,156 |
|
Equitable Holdings Inc. |
121 |
- |
2023-12-31 |
118,073 |
$11,777,000 |
12,777 |
|
ALTFEST L J & CO INC |
17 |
- |
2024-03-31 |
116,726 |
$11,776,000 |
25,487 |
|
Feltz Wealth PLAN Inc. |
16 |
- |
2023-12-31 |
113,640 |
$11,334,000 |
46,387 |
|
MML INVESTORS SERVICES LLC |
349 |
- |
2023-12-31 |
111,292 |
$11,100,000 |
1,418 |
|
RAYMOND JAMES & ASSOCIATES |
1237 |
- |
2024-03-31 |
87,139 |
$8,791,000 |
4,644 |
|
MARINER WEALTH ADVISORS, LLC |
524 |
- |
2023-12-31 |
85,302 |
$8,508,000 |
23,578 |
|
Venture Visionary Partners LLC |
55 |
- |
2023-12-31 |
82,835 |
$8,262,000 |
31,979 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
87 |
- |
2023-12-31 |
82,205 |
$8,231,000 |
7,813 |
|
MBL Wealth LLC |
27 |
- |
2024-03-31 |
78,571 |
$7,927,000 |
9,426 |
|
Goss Wealth Management LLC |
246 |
- |
2023-12-31 |
78,946 |
$7,879,000 |
62,903 |
|
CITADEL ADVISORS LLC |
1319 |
- |
2023-12-31 |
76,146 |
$7,595,000 |
71,361 |
|
Hibernia Wealth Partners LLC |
7 |
- |
2023-12-31 |
70,352 |
$7,017,000 |
70,302 |
|
J P MORGAN CHASE & CO |
2250 |
- |
2023-12-31 |
69,785 |
$6,960,000 |
47,065 |
|
Congress Wealth Management LLC / DE / |
195 |
- |
2024-03-31 |
67,890 |
$6,849,000 |
10 |
|
Strategic Wealth Partners Ltd. |
16 |
- |
2023-03-31 |
67,189 |
$6,728,000 |
19,195 |
|
Financial & Tax Architects LLC |
|
- |
2023-12-31 |
66,727 |
$6,655,000 |
1,748 |
|
Cetera Investment Advisers |
375 |
- |
2023-12-31 |
61,918 |
$6,176,000 |
12,960 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
609 |
- |
2024-03-31 |
60,665 |
$6,121,000 |
22,280 |
|
H D Vest Advisory Services |
257 |
- |
2023-12-31 |
55,941 |
$5,580,000 |
2,200 |
|
Tevis Investment Management |
2 |
- |
2024-03-31 |
53,944 |
$5,442,000 |
7,987 |
|
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
30 |
- |
2022-12-31 |
50,570 |
$5,042,000 |
8,380 |
|
GeoWealth Management LLC |
64 |
- |
2023-12-31 |
49,143 |
$4,902,000 |
8,901 |
|
ARVEST INVESTMENTS INC. |
33 |
- |
2024-03-31 |
45,269 |
$4,567,000 |
2,692 |
|
Chicago Partners Investment Group LLC |
120 |
- |
2024-03-31 |
42,553 |
$4,256,000 |
8,277 |
|
Sloy Dahl & Holst LLC |
13 |
- |
2024-03-31 |
39,419 |
$3,977,000 |
10,820 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1271 |
- |
2024-03-31 |
38,694 |
$3,904,000 |
10,626 |
|
Fifth Third Securities Inc. |
68 |
- |
2024-03-31 |
38,577 |
$3,892,000 |
3,376 |
|
G&S Capital LLC |
10 |
- |
2024-03-31 |
37,689 |
$3,802,000 |
17,418 |
|
MILLENNIUM MANAGEMENT LLC |
1989 |
- |
2023-12-31 |
37,367 |
$3,727,000 |
2,610 |
|
COMERICA SECURITIESINC. |
89 |
- |
2023-09-30 |
36,594 |
$3,663,000 |
28,751 |
|
Blume Capital Management Inc. |
|
- |
2024-03-31 |
34,578 |
$3,489,000 |
7,650 |
|
Integrated Wealth Concepts LLC |
308 |
- |
2023-12-31 |
34,892 |
$3,480,000 |
29,249 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
33,400 |
$3,370,000 |
30,109 |
|
WALDEN WEALTH PARTNERS LLC |
13 |
- |
2024-03-31 |
30,087 |
$3,004,000 |
2,019 |
|
Rockefeller Capital Management L.P. |
783 |
- |
2023-12-31 |
30,003 |
$2,993,000 |
5,694 |
|
RHS Financial LLC |
18 |
- |
2024-03-31 |
28,848 |
$2,910,000 |
800 |
|
NewEdge Wealth LLC |
256 |
- |
2023-12-31 |
25,893 |
$2,583,000 |
9,782 |
|
CITIGROUP INC |
1452 |
- |
2023-12-31 |
25,043 |
$2,498,000 |
970 |
|
LEAVELL T & ASSOCIATES INC |
150 |
- |
2024-03-31 |
23,444 |
$2,365,000 |
711 |
|
COMERICA BANK |
1093 |
- |
2023-12-31 |
22,938 |
$2,288,000 |
230 |
|
Hamilton Capital Management Inc. |
15 |
- |
2023-12-31 |
22,576 |
$2,252,000 |
1,933 |
|
John W. Brooker & Co. CPAs |
29 |
- |
2024-03-31 |
18,306 |
$1,847,000 |
78 |
|
M&T BANK CORP |
678 |
- |
2023-12-31 |
17,913 |
$1,787,000 |
11,725 |
|
TECTONIC ADVISORS LLC |
89 |
- |
2023-12-31 |
17,340 |
$1,729,000 |
1,982 |
|
We Are One Seven LLC |
232 |
- |
2023-12-31 |
16,961 |
$1,692,000 |
4,915 |
|
Bristlecone Advisors LLC |
113 |
- |
2024-03-31 |
16,742 |
$1,689,000 |
1,880 |
|
Narus Financial Partners LLC |
27 |
- |
2024-03-31 |
16,728 |
$1,688,000 |
2,789 |
|
Laidlaw Wealth Management LLC |
45 |
- |
2023-12-31 |
15,590 |
$1,555,000 |
113 |
|
Successful Portfolios LLC |
24 |
- |
2024-03-31 |
14,958 |
$1,509,000 |
122 |
|
STEPHENS INC /AR/ |
459 |
- |
2023-12-31 |
15,093 |
$1,505,000 |
161 |
|
New Century Financial Group LLC |
15 |
- |
2024-03-31 |
14,871 |
$1,500,000 |
7,862 |
|
MERCER GLOBAL ADVISORS INC /ADV |
836 |
- |
2023-12-31 |
14,490 |
$1,445,000 |
3,923 |
|
Kingsview Wealth Management LLC |
369 |
- |
2023-12-31 |
13,909 |
$1,387,000 |
8,998 |
|
Ignite Planners LLC |
76 |
- |
2024-03-31 |
12,774 |
$1,274,000 |
2,178 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
12,374 |
$1,248,000 |
1,062 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
11,242 |
$1,134,000 |
339 |
|
ESSEX FINANCIAL SERVICES INC |
190 |
- |
2024-03-31 |
11,130 |
$1,123,000 |
7,741 |
|
VERUS CAPITAL PARTNERS LLC |
98 |
- |
2023-12-31 |
10,883 |
$1,085,000 |
1,711 |
|
Actinver Wealth Management Inc. |
|
- |
2024-03-31 |
10,144 |
$1,023,000 |
7,741 |
|
Westside Investment Management Inc. |
106 |
- |
2024-03-31 |
9,921 |
$1,001,000 |
938 |
|
Mengis Capital Management Inc. |
98 |
- |
2023-12-31 |
9,335 |
$931,000 |
1,772 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
9,001 |
$898,000 |
5,415 |
|
Planning Capital Management Corp |
35 |
- |
2024-03-31 |
8,540 |
$862,000 |
3,444 |
|
PRIVATE TRUST CO NA |
248 |
- |
2024-03-31 |
8,151 |
$822,000 |
1,946 |
|
Turtle Creek Wealth Advisors LLC |
|
- |
2024-03-31 |
8,067 |
$814,000 |
3,812 |
|
Accurate Wealth Management LLC |
100 |
- |
2024-03-31 |
7,702 |
$770,000 |
3,872 |
|
Signal Advisors Wealth LLC |
115 |
- |
2024-03-31 |
7,554 |
$762,000 |
748 |
|
ROCK POINT ADVISORS LLC |
53 |
- |
2023-12-31 |
7,463 |
$744,000 |
75 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
7,005 |
$707,000 |
955 |
|
Orion Portfolio Solutions LLC |
1078 |
- |
2023-12-31 |
7,073 |
$706,000 |
904 |
|
Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
6,949 |
$701,000 |
3,455 |
|
CAPROCK Group Inc. |
|
- |
2024-03-31 |
6,837 |
$690,000 |
6,837 |
|
Private Portfolio Partners LLC |
109 |
- |
2023-12-31 |
6,837 |
$682,000 |
2,850 |
|
ANDERSON HOAGLAND & CO |
108 |
- |
2024-03-31 |
6,748 |
$674,000 |
39 |
|
BANK OF NEW YORK MELLON CORP |
3334 |
- |
2024-03-31 |
6,439 |
$650,000 |
668 |
|
Synergy Financial Group LTD |
29 |
- |
2023-12-31 |
6,446 |
$643,000 |
93 |
|
MARIPAU WEALTH MANAGEMENT LLC |
42 |
- |
2023-12-31 |
6,304 |
$629,000 |
2,067 |
|
Coastal Investment Advisors Inc. |
195 |
- |
2024-03-31 |
6,101 |
$616,000 |
212 |
|
Tradition Wealth Management LLC |
186 |
- |
2023-12-31 |
5,200 |
$519,000 |
5,142 |
|
|
100 Records found
|
1
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